OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 514,857 $13.1M 4.06% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 370,065 $9.44M 0.3% +5,475 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 325,909 $8.31M <0.01% -62,640 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 261,993 $6.68M 0.01% +78,647 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 258,240 $6.59M 0.01% -4,039 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 208,391 $5.32M 0.01% +18,165 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 171,461 $4.37M 0.01% -81,354 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 165,480 $4.16M 0.95% -6,099 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 59,743 $1.52M 0.2% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 52,608 $1.34M 0.25% +38,734 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 52,478 $1.34M 0.68% -18,572 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 48,485 $1.23M 0.02% +11,113 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 45,229 $1.15M 0.06% -13,906 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 43,845 $1.12M <0.01% +12,238 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 33,794 $862K 0.24% -401 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 29,320 $748K 0.69% -495 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 28,685 $732K 0.02% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,448 $700K <0.01% +4,711 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,635 $679K +4,266 Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 24,151 $616K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,081 $589K 0.01% -900 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,047 $588K <0.01% -74 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 22,875 $584K 0.19% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 21,877 $558K 0.09% -438 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,749 $529K 0.02% +3,434 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,101 $513K 0.01% +3,769 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 19,710 $503K 0.42% -278 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 19,503 $498K 0.14% -959 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,269 $441K 0.02% +6,123 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,013 $434K <0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,350 $417K <0.01% -1,217 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,913 $406K <0.01% +5,886 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,653 $399K 0.01% -389 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,637 $399K <0.01% 0 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,123 $386K 0.03% +2,528 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,028 $383K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,475 $369K <0.01% +1,723 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 13,964 $356K 0.08% +2,500 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 12,980 $331K 0.02% +395 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,988 $306K 0.01% +4,875 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 10,963 $280K 0.21% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,357 $264K 0.1% +1,151 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,983 $255K 0.02% -800 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,709 $248K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,625 $246K 0.01% -2,388 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,607 $245K 0.06% new 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 9,133 $233K 0.16% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,103 $232K <0.01% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,120 $232K 0.04% new 13F-HR/A Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 8,864 $226K 0.1% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 8,500 $217K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,000 $102K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,656 $93.3K 0.01% +1,022 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,096 $79K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,500 $64K <0.01% new 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,783 $45.5K <0.01% -3,313 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,300 $29.6K <0.01% -827 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,000 $25.5K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 938 $23.9K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 779 $19.9K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 495 $12.6K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 307 $7.83K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 31 $791 <0.01% -1,288 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.