Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 334,872 $16.1M 6.53% -4,004 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 320,792 $15.4M 0.28% +42,332 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 240,807 $11.5M 3.74% +5,972 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 144,755 $6.94M 0.01% -3,065 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 133,884 $6.42M 0.2% -21,372 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 130,041 $6.24M 0.01% -338,721 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 125,271 $6.01M 0.01% +42,360 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 118,911 $5.7M 0.01% -3,487 13F-HR/A Timeline Group Seros Financial, LLC More: the full row for Seros Financial, LLC 124,477 $5.61M 5.05% 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 109,000 $5.23M 1.3% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 76,815 $3.68M 1.81% -7,103 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 72,513 $3.48M <0.01% +67 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 64,547 $3.1M 1.21% -7,775 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 57,367 $2.75M <0.01% -13,131 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,564 $2.66M <0.01% 13F-HR/A Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 54,565 $2.62M 0.54% -1,360 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 49,034 $2.35M 0.01% +12,362 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 46,505 $2.23M 1.14% -510 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 43,793 $2.1M 1.47% +8,549 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 42,145 $2.02M 0.48% -552 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 40,228 $1.93M <0.01% -124 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 39,124 $1.88M 0.01% +5,869 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 38,699 $1.86M 0.33% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 34,381 $1.65M 0.14% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 33,566 $1.56M 1.91% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 32,130 $1.54M 1.18% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30,002 $1.44M 0.07% -12,535 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,119 $1.35M <0.01% -489 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 25,062 $1.2M 0.15% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 25,009 $1.2M 0.23% -3,040 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 23,267 $1.12M 0.12% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 20,082 $963K 0.26% -115 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18,865 $904K 0.08% -2,170 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,405 $787K 0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,398 $786K 0.01% -2,736 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,868 $761K <0.01% -10,179 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,547 $745K <0.01% new 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,128 $725K 0.04% -75 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 13,857 $664K 0.3% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,797 $662K 0.01% +2,305 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 13,480 $646K 0.16% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 13,256 $636K 0.03% -5,409 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 13,086 $627K 0.28% -1,801 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,079 $627K 0.01% -6,095 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,412 $595K 0.02% -13,743 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,338 $592K 0.02% -66 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,267 $588K 0.02% -25,203 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,186 $586K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,189 $584K 0.04% +470 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 12,156 $583K 0.2% +1,131 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,055 $578K 0.02% +261 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 10,886 $522K 0.59% -31 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,809 $518K 0.01% +6,489 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,586 $508K <0.01% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,484 $503K 0.09% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,121 $485K 0.22% -529 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,066 $483K 0.01% -122 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,828 $423K <0.01% +1,569 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,073 $387K 0.14% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,982 $383K 0.1% -395 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,649 $367K <0.01% -5,337 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,384 $361K 0.05% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,276 $349K 0.03% -72 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,086 $340K 0.01% new 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 6,989 $335K 0.03% -1,480 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,925 $332K 0.11% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,757 $324K 0.07% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,749 $324K 0.11% +105 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,575 $315K 0.03% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 6,502 $312K 0.08% -1,249 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,345 $304K 0.05% -250 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 6,150 $295K 0.18% -2,700 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,146 $295K 0.07% -20 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,974 $286K 0.22% +19 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 5,892 $283K 0.21% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,208 $250K 0.01% 0 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,663 $224K 0.04% -18 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,475 $215K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,426 $214K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,380 $210K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,354 $209K 0.02% -336 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,251 $204K 0.06% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,009 $192K 0.06% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 3,500 $168K 0.03% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,500 $168K 0.06% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,154 $151K 0.04% +87 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,080 $148K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,015 $145K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,734 $131K <0.01% +734 13F-HR/A Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 2,296 $110K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,162 $106K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,644 $78.8K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,255 $60.2K <0.01% +348 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,180 $56.6K 0.03% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,076 $51.6K <0.01% +832 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,000 $48K 0.04% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 939 $45K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 791 $37.9K <0.01% +619 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 535 $25.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 506 $24.3K <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 302 $14.5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 248 $11.9K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $4.79K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 68 $3.26K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41 $1.97K <0.01% -5,671 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.