LPL Financial LLC More: the full row for LPL Financial LLC 527,571 $19.8M <0.01% -5,958 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 498,495 $18.7M 0.56% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 191,298 $7.19M <0.01% +22,305 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 134,755 $5.06M <0.01% +10,819 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 116,479 $4.38M <0.01% -6,537 13F-HR Timeline Group INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 105,432 $3.96M 0.49% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 104,972 $3.94M 0.3% +3,200 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 87,252 $3.28M 0.52% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 77,246 $2.9M 0.35% -10,303 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 71,886 $2.7M 0.05% +33,936 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 63,630 $2.39M 0.06% -4,220 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 63,604 $2.39M 0.08% -3,112 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,976 $1.58M <0.01% -11,834 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 38,786 $1.46M <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 38,486 $1.45M 0.03% +74 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 34,052 $1.28M 0.3% -712 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 32,475 $1.22M 0.12% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 32,277 $1.21M 0.04% +1,620 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 30,513 $1.15M 0.12% -1,341 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 29,524 $1.11M 0.05% +8,783 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 29,387 $1.1M 0.5% -3,803 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 27,815 $1.05M 0.18% +658 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 25,465 $957K 0.01% +1,947 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 24,576 $924K 0.09% +5,534 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,428 $768K <0.01% -819 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 20,406 $767K 0.33% +802 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,991 $751K <0.01% +5,557 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 19,844 $746K 0.04% -2,049 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 17,883 $672K 0.03% +3,466 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,714 $666K 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,620 $662K <0.01% +3,699 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,450 $618K <0.01% +535 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 15,861 $596K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,518 $583K 0.01% +1,559 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,490 $582K <0.01% -476 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,296 $575K 0.01% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 13,792 $518K 0.05% -53 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,692 $515K <0.01% +2,934 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,600 $514K 0.05% -2,056 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 13,005 $489K 0.11% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,955 $487K 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,690 $477K <0.01% -196 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,531 $471K 0.02% +355 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,947 $449K <0.01% +1,005 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,925 $448K 0.02% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,777 $442K <0.01% -1,431 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,747 $441K 0.01% -150 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,645 $438K 0.06% -8,171 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,058 $416K <0.01% +3,603 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,779 $368K <0.01% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 9,526 $358K 0.12% -2,018 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,402 $345K <0.01% +358 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,068 $341K 0.05% +3 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,891 $334K 0.05% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,677 $326K 0.09% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,540 $300K 0.06% -45 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,414 $279K <0.01% -29 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,371 $277K <0.01% +699 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,350 $276K <0.01% +195 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,794 $255K 0.01% +616 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,772 $254K <0.01% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,673 $251K 0.01% -687 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,559 $246K <0.01% -300 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,345 $238K 0.01% -412 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,325 $238K 0.1% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,300 $237K 0.18% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,214 $234K 0.04% -2 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,043 $227K <0.01% -300 13F-HR Timeline Group Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 5,821 $219K 0.12% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,699 $214K <0.01% -323 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,572 $209K 0.17% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 5,062 $190K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,296 $124K <0.01% -1,252 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,030 $114K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,938 $110K <0.01% -1,070 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,606 $97.9K <0.01% +2,176 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,593 $97.4K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,000 $75.2K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,950 $73.3K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,930 $72.5K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,632 $61.3K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,474 $60.5K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,500 $56.4K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,183 $44.5K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,052 $39.5K <0.01% -2,349 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 881 $34K <0.01% -84 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 870 $32.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 792 $29.8K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 765 $28.7K <0.01% +46 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 701 $26.3K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 565 $21.2K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 500 $19K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 430 $16.2K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 375 $14.1K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 298 $11.2K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 255 $9.58K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 240 $9.02K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 225 $8.46K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 223 $8.38K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 222 $8.34K <0.01% +157 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 200 $7.68K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 184 $6.92K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 172 $6.46K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 171 $6.43K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 164 $6.16K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $3.76K <0.01% -800 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $3.76K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $3.76K <0.01% 0 13F-HR/A Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $3.76K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 97 $3.65K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 93 $3.49K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 79 $3.06K <0.01% -48 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 80 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 79 $2.97K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 76 $2.86K <0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29 $1.09K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 25 $940 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $564 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15 $564 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $188 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1 $38 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $38 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.