BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,065,807 $494M 0.04% +220,666 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,225,220 $344M 0.02% +60,168 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,382,662 $275M 0.09% +27,720 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,777,376 $145M 0.03% -22,475 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,646,699 $134M 0.05% +13,099 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,380,641 $112M 0.02% +54,690 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 898,235 $73.1M 0.22% +84,812 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 866,573 $70.5M 0.01% +64,494 13F-HR/A Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 653,750 $53.2M 3.8% +228,754 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 591,188 $48.1M +67,591 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 528,956 $43M 0.08% +26,038 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 429,556 $35M 0.05% +22,786 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 360,558 $29.3M +66,093 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 310,079 $25.2M 0.02% +77,913 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 289,793 $23.6M 0.08% +8,000 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 287,453 $23.4M 0.03% -23,047 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 280,638 $22.8M 0.02% -14,844 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 249,049 $20.3M 0.03% +7,438 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 248,082 $20.2M 0.56% -14,593 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 240,160 $19.5M 1.96% -13,091 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 239,400 $19.5M 0 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 225,119 $18.3M 0.05% +18,880 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 217,458 $17.7M 0.1% +47,286 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 179,730 $14.6M 0.37% +21,555 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 177,955 $14.5M 0.08% +21,447 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 175,579 $14.3M 4.65% +12,881 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 166,803 $13.6M 8.7% -11,032 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 159,644 $13M 1.77% -2,991 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 152,503 $12.4M 4.78% +6,891 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 138,773 $11.3M 0.09% -6,762 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 137,106 $11.2M 0.07% +10,984 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 136,895 $11.1M 6.92% +6,292 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 117,515 $9.57M 0.07% -2,286 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 116,360 $9.47M <0.01% +1,249 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 107,412 $8.74M 0.02% +17,647 13F-HR/A Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 99,372 $8.17M 2.98% +1,610 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 99,714 $8.12M 1.98% +17,315 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 98,966 $8.06M 0.01% +29,652 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 97,533 $7.94M 0.14% +72,526 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 91,431 $7.45M 0.14% +9,039 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 87,086 $7.09M 0.02% +2,475 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 84,344 $6.87M 2.27% -3,590 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 77,800 $6.33M 0.02% +3,333 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 76,673 $6.24M 3.73% +10,366 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 73,419 $5.98M 0.39% +762 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 71,631 $5.83M 0.49% +3,148 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,428 $5.49M 0.03% -1,097 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 66,760 $5.43M 0.26% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 65,571 $5.34M 3.21% +35,444 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 65,159 $5.3M 0.16% +7,530 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 64,500 $5.25M 0.03% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 64,315 $5.24M 0.32% +1,630 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 59,989 $5.23M 0.3% -13,244 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 64,017 $5.21M 0.07% +36,884 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 59,787 $4.87M 0.75% -827 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 59,190 $4.83M <0.01% new 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 59,224 $4.82M 0.4% +5,328 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 54,613 $4.76M 0.08% +17,331 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,507 $4.68M 0.01% +294 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 56,648 $4.61M 1.35% +7,370 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 56,503 $4.6M 0.58% +6,141 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 55,966 $4.56M 1.81% +10,411 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 55,771 $4.54M 2.91% -763 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 55,493 $4.52M 3.03% -9,938 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55,359 $4.51M 0.23% +1,564 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 54,558 $4.44M 0.13% -64,535 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 54,251 $4.42M 1.7% +2,175 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 53,565 $4.36M 0.09% +49,577 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 53,560 $4.36M 3.51% +30,269 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 53,398 $4.35M 1.26% +1,571 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 52,407 $4.27M +33,631 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 52,173 $4.25M 0.17% +1,924 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 51,599 $4.2M 0.63% +12,259 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 51,530 $4.19M 1.96% +12,888 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 50,841 $4.14M 2.12% +5,254 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 50,497 $4.11M 1.01% +3,888 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 50,319 $4.1M 0.21% -8,989 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 50,014 $4.07M 1.73% +2,537 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,000 $4.07M <0.01% new 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 49,695 $4.05M 0.99% +77 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 48,887 $3.98M 1.9% +13,063 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 48,482 $3.95M 0.47% +3,627 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 48,115 $3.92M 0.45% +8,708 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 47,949 $3.9M 1.06% +860 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 47,645 $3.88M 0.24% +10,411 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 47,142 $3.84M 0.15% +28,036 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,026 $3.67M 0.01% +685 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 45,020 $3.66M <0.01% +1,994 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 43,671 $3.55M 0.23% new 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 43,289 $3.52M 0.25% +1,994 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 41,112 $3.35M 0.08% +2,715 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 41,051 $3.34M 0.76% -5,041 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,077 $3.26M <0.01% -521 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 37,308 $3.04M 1.43% +1,206 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 37,025 $3.01M 0.02% +5,623 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 36,971 $3.01M 0.07% +6,447 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 36,288 $2.95M 0.75% +5,828 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 35,884 $2.92M 0.17% +2,997 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 35,865 $2.92M 1.38% +659 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 35,068 $2.85M 0.1% -226 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,921 $2.84M 0.03% -7,211 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,856 $2.82M 0.07% +1,350 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 40,960 $2.79M 0.96% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 33,725 $2.75M 4.49% -4,615 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 33,608 $2.74M 0.01% +5,927 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 33,023 $2.69M 0.07% +3,940 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,804 $2.67M 0.03% -3,570 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 31,306 $2.55M 0.01% +7,297 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 30,928 $2.52M 0.18% +25,309 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 30,614 $2.49M 0.22% +9,424 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,589 $2.49M 0.02% +1,225 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 29,485 $2.4M 0.17% +2,297 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 28,752 $2.34M 0.03% +24,897 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,413 $2.31M 0.19% +9,525 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 27,252 $2.22M 0.03% 0 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 26,767 $2.18M 0.57% +13,507 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 26,652 $2.17M 1.07% +755 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 26,438 $2.16M 0.05% -3,313 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,968 $2.11M 0.07% +9,011 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 25,170 $2.05M 1.21% +1,135 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 24,130 $1.96M 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 24,043 $1.96M 0.19% +1,970 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 23,850 $1.94M 1.12% -743 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 22,694 $1.93M 0.67% +2,731 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 23,508 $1.91M 0.86% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 22,686 $1.9M 0.2% +12,586 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 22,580 $1.84M 0.07% -3,490 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 22,281 $1.81M 1.61% -387 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 22,004 $1.79M 0.58% +9,559 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,682 $1.76M 0.04% -32,562 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,444 $1.75M 0.01% +21,016 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 21,061 $1.71M 0.02% +94 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,120 $1.64M 0.11% -266 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 19,331 $1.61M 0.21% new 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,811 $1.61M <0.01% -995 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,749 $1.61M 0.04% +8,052 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 19,606 $1.6M 0.65% +1,328 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,549 $1.59M 0.03% +3,665 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,530 $1.59M 0.03% -69,435 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,383 $1.58M 0.02% +515 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,252 $1.57M 0.1% +4,371 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 18,816 $1.53M 0.28% -78,653 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 18,701 $1.52M 0.72% +2,005 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,289 $1.49M 0.12% +8,233 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 18,178 $1.48M 0.04% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 17,365 $1.43M 0.56% -36,230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,448 $1.42M 0.02% -26,299 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,026 $1.39M 0.01% -335 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,010 $1.38M 0.03% +194 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,941 $1.38M 0.1% +1,265 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 15,654 $1.27M 0.2% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,530 $1.26M <0.01% +4,529 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14,401 $1.17M 0.99% +5,084 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 14,381 $1.17M 0.65% +1,054 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,277 $1.16M 0.14% +6,029 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,048 $1.14M 0.26% +810 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,839 $1.13M 0.03% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 13,735 $1.12M 0.26% +350 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 13,597 $1.11M 0.74% -15,031 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,498 $1.1M 0.31% +1,312 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 13,429 $1.09M 0.72% +923 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,344 $1.09M 0.2% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,319 $1.08M 0.09% -336 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,216 $1.08M 0.75% +1,013 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,733 $1.04M 0.47% -248 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,493 $1.02M 0.08% +7,393 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,459 $1.01M 0.04% -237 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,368 $1.01M 0.05% +1,988 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,891 $968K 0.02% -227 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 11,310 $930K 0.6% -4,004 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 11,279 $918K 0.09% -108,727 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,247 $916K 0.37% +595 13F-HR Timeline Per Stirling Capital Management, LLC. 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