Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 233,373 $11.5M 0.99% +134,273 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 129,076 $6.38M <0.01% new 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 118,134 $5.84M 0.62% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 102,759 $5.08M <0.01% +74,097 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 91,717 $4.53M 0.01% +91,638 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 80,673 $3.99M 0.09% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,873 $3.4M <0.01% -34,556 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 36,280 $1.79M <0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,175 $1.79M <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,609 $1.72M 0.01% +19,441 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 28,295 $1.4M 0.05% +19,633 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,662 $1.37M <0.01% +22,904 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,760 $1.17M <0.01% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 21,796 $1.08M 0.02% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,087 $943K <0.01% +11,341 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,078 $942K 0.04% +5,660 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 16,547 $817K <0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,000 $642K 0.15% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,852 $585K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,262 $556K <0.01% +262 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 11,200 $522K 0.29% new 13F-HR/A Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,000 $494K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $494K <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,664 $477K <0.01% new 13F-HR Timeline Group Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 8,397 $415K 0.09% -96 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,075 $399K 0.02% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,233 $357K 0.04% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,636 $328K <0.01% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,400 $316K 0.08% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,170 $305K 0.03% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,089 $301K 0.01% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,400 $267K 0.01% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,070 $248K 0.21% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,000 $247K 0.12% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,849 $240K <0.01% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,200 $207K 0.06% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,440 $170K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,261 $112K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,050 $99.3K <0.01% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,794 $89K 0.01% -5,322 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,427 $70.5K <0.01% +1,031 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,404 $69.3K <0.01% +1,095 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,010 $49.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,000 $49.4K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 815 $40.3K <0.01% new 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 489 $24.2K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 358 $17.7K <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 329 $16.3K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 235 $11.5K <0.01% new 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 207 $10.2K <0.01% -7 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 187 $9.7K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 130 $6.42K <0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100 $4.94K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 75 $3.71K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 11 $543 <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7 $346 <0.01% new 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2 $99 <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $52 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $35 <0.01% +1 13F-HR/A Timeline Group