HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 170,298 $10.1M 0.37% +166,418 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 169,052 $10M -24,221 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 167,697 $9.93M 0.2% +15,860 13F-HR Timeline Group Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 167,034 $9.89M 5.19% +154,421 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 166,371 $9.85M 4.42% +24,516 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 165,294 $9.79M 2.87% +46,996 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 165,268 $9.78M 0.02% +22,493 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 164,122 $9.72M 4.49% -18,949 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 163,575 $9.68M 0.37% +2,153 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 163,460 $9.68M 3.27% +15,930 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 158,695 $9.39M 5.62% +26,461 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 155,701 $9.22M 0.24% +33,531 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 155,055 $9.18M 3.14% +32,991 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 155,002 $9.18M 4.11% +11,224 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 154,245 $9.13M 1.17% +12,383 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 153,738 $9.1M 2.27% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 153,712 $9.1M 5.4% +7,085 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 153,643 $9.1M 0.41% +73,847 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 152,206 $9.01M 5.09% +24,921 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 151,895 $8.99M 1.7% -11,887 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 149,454 $8.85M 0.2% +45,188 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 147,628 $8.74M 0.32% +13,268 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 143,976 $8.52M 1.95% +13,221 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 142,722 $8.45M 3.33% +14,498 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 142,545 $8.44M 2.92% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 142,077 $8.41M 0.17% +31,491 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 141,569 $8.38M 1.07% +110,968 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 140,830 $8.34M 2.58% +10,290 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 140,812 $8.34M 3.6% +3,180 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 139,877 $8.28M 5.22% +14,896 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 139,830 $8.28M 5.84% +2,011 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 138,066 $8.17M 1.16% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 135,587 $8.03M 0.93% +31,925 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 135,738 $8.02M 3.39% +13,978 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 135,400 $8.02M 0.01% +5,432 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 133,727 $7.92M 0.12% +23,982 13F-HR Timeline Alternative Investment Advisors, LLC. 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More: the full row for First Heartland Consultants, Inc. 114,808 $6.8M 0.55% +22,418 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 113,800 $6.74M 0.01% -9,995 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 112,178 $6.64M 2.9% +17,740 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 109,918 $6.51M 0.44% +6,772 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 109,546 $6.49M 0.32% +8,818 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 108,967 $6.45M 0.26% +4,767 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 107,678 $6.37M 2.25% +20,690 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 107,319 $6.35M 2.36% +4,369 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 104,312 $6.3M 1.15% +45,884 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 105,943 $6.27M 0.24% +32,841 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 105,786 $6.26M 0.49% +44,089 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 105,782 $6.26M 2.01% +18,221 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 103,969 $6.18M 2.18% +14,476 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 104,059 $6.16M 6.25% 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 103,887 $6.15M 2.77% new 13F-HR Timeline EWG Elevate Inc. 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More: the full row for Valmark Advisers, Inc. 77,891 $4.61M 0.06% +16,430 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 77,464 $4.59M 1.72% +1,525 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 75,229 $4.45M 0.48% +8,053 13F-HR/A Timeline Group Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 73,220 $4.33M 2.08% -12,237 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 73,024 $4.32M 0.85% -363 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 72,559 $4.3M 1.8% +16,877 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 72,424 $4.29M 3.61% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 72,190 $4.27M 0.21% +11,656 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 71,276 $4.22M <0.01% +16,681 13F-HR Timeline Group BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 70,370 $4.17M 2.47% +4,750 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 68,949 $4.08M 0.14% +6,619 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 68,611 $4.06M 0.92% +17,043 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 68,395 $4.05M 0.05% +55,515 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 68,375 $4.05M 0.05% +13,371 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 67,858 $4.02M 0.17% +9,963 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 66,987 $3.97M 3.47% +12,321 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 65,375 $3.89M 2.77% +9,882 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 65,512 $3.88M 1.57% +9,106 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 64,215 $3.8M 0.11% -39,146 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 63,177 $3.74M 2.04% -2,502 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 62,499 $3.72M 0.2% +12,664 13F-HR/A Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 62,777 $3.72M 1.27% +10,591 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 62,539 $3.7M 2.08% +8,906 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 61,977 $3.67M 1.53% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 60,763 $3.6M 0.54% +9,924 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 60,731 $3.6M 0.07% +47,004 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 60,369 $3.57M 0.78% +2,683 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 60,220 $3.57M 0.13% +1,511 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 59,985 $3.55M -11,419 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 58,573 $3.47M 0.02% +17,986 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 56,729 $3.36M 0.24% +5,812 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 56,602 $3.35M 0.53% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 56,602 $3.35M 0.53% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 56,119 $3.32M 0.62% +10,575 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 55,988 $3.31M 0.1% +7,618 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 55,478 $3.29M 0.64% +6,572 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54,261 $3.21M 0.19% +6,008 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 53,768 $3.18M <0.01% +3,733 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 53,710 $3.18M 0.28% +2,736 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 53,545 $3.17M 2.3% +9,444 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 53,542 $3.17M 0.56% +26,844 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 52,892 $3.13M 0.75% +32,689 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 52,647 $3.12M 0.73% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 52,577 $3.11M 0.14% +6,017 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 52,452 $3.11M 0.06% +6,389 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 51,138 $3.03M 0.01% +8,056 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 50,979 $3.02M 1.7% -1,268 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 50,725 $3M 0.03% +10,371 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 50,452 $2.99M 1.16% +11,425 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 50,298 $2.98M 1.77% +24,160 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 49,328 $2.92M 1.66% +7,124 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 48,523 $2.87M 0.37% -286 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 48,388 $2.86M 0.85% +218 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 48,367 $2.86M 0.07% +9,378 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 48,337 $2.86M 1.48% +4,623 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 47,903 $2.84M 0.01% -298 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 47,325 $2.8M 0.95% +1,831 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 47,168 $2.79M 0.69% +4,519 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 46,747 $2.77M 0.93% +4,675 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 46,622 $2.76M 0.37% +3,648 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 46,600 $2.76M <0.01% -60,600 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 46,124 $2.73M 0.25% +9,384 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 45,874 $2.71M 0.17% +2,582 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 45,294 $2.68M 2.21% +14,518 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 45,200 $2.68M 1.41% +7,107 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 45,089 $2.67M 0.09% +12,787 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 44,502 $2.63M 0.23% +17,976 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 41,824 $2.48M 0.03% +37,166 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 40,481 $2.4M 4.87% -571 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 40,444 $2.39M 0.29% +16,575 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 40,075 $2.37M 1.02% +12,708 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 39,968 $2.37M 0.54% +7,361 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 39,852 $2.36M 0.06% +1,631 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 39,600 $2.34M 0.89% +7,468 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 39,214 $2.33M 0.22% -2,749 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 39,114 $2.32M 2.28% +11,890 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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