FMR LLC in group FMR LLC More: the full row for FMR LLC 27,130,531 $1.01B 0.05% +4,594,021 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,625,396 $432M 0.27% +1,910,043 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,420,376 $276M 0.06% +2,879,118 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,972,872 $259M 0.07% +2,847,282 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,242,889 $232M 0.05% +2,801,493 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,088,056 $226M 0.32% +1,225,605 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,009,934 $186M +653,018 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,818,381 $179M 0.06% +773,776 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,488,531 $167M 0.24% +112,981 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,260,462 $158M 0.17% +1,299,196 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,114,291 $153M +1,100,126 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,662,354 $136M 0.01% +3,129,069 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,637,188 $135M 12.85% +176,225 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,349,683 $125M 0.01% +2,819,117 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,500,523 $94.5M 5.7% +33,312 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,245,858 $83.5M 0.02% +962,414 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,798,727 $70.4M 9.39% +155,541 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,561,547 $58.1M new Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,515,603 $56.4M 9.44% +55,731 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,418,041 $52.8M 0.52% +200,762 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,407,460 $52.4M 6.77% +146,713 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,401,713 $52.1M +583,882 Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,321,950 $49.2M 7.79% +485,068 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,200,853 $46.7M 7.81% +55,917 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,182,571 $44M 12.71% +810 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,030,071 $38.3M 11.74% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,004,119 $37.4M 0.1% +386,971 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 969,801 $36.1M 0.2% +3,783 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 913,060 $34M 1.28% -88,483 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 902,738 $33.6M 0.62% +135,141 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 896,507 $33.4M +756,859 Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 878,848 $32.7M 2.3% +197,382 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 768,272 $28.6M 0.03% +500,677 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 697,004 $25.9M 2.1% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 651,751 $24.2M 0.14% -3,125 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 647,066 $24.1M 0.07% +215,091 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 624,192 $23.2M 0.74% +113,067 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 600,012 $22.3M 0.02% -1,999,988 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 577,571 $21.5M 0.02% +118,114 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 559,219 $20.8M 2.89% +81,864 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 552,118 $20.5M 0.65% new 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 526,493 $19.6M 4.67% +8,401 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 525,841 $19.6M 0.21% +100,581 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 516,768 $19.2M 6.71% +328,581 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 492,122 $18.3M 0.03% +42,467 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 466,168 $17.3M 1.28% +27,483 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 450,994 $16.8M 0.08% +365,762 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 429,234 $16.7M 3.47% +78,997 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 443,277 $16.5M 2.95% +114,290 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 440,512 $16.4M 0.04% +201,821 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 436,361 $16.2M 2.15% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 436,059 $16.2M 5.85% +65,646 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 433,107 $16.1M 7.8% +145,905 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 423,859 $15.8M 8.92% +8,439 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 401,971 $15.7M 8.65% -14,011 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 396,639 $14.8M 0.71% +47,953 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 381,859 $14.2M 0.71% +46,436 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 380,286 $14.1M 2.78% +23,151 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 376,535 $14M 10.14% +1,578 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 372,794 $13.9M 6.22% +5,133 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 363,613 $13.5M 0.17% -4,854 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 355,056 $13.2M 1.37% new 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 354,530 $13.2M 10.64% +61,638 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 347,249 $12.9M 6.97% +19,469 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 339,918 $12.6M 0.39% +131,198 13F-HR/A Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 324,562 $12.1M 1.47% +308,087 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 320,835 $11.9M 3.4% +20,377 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 316,940 $11.8M 1.06% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 321,684 $11.6M <0.01% +38,593 13F-HR/A Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 310,721 $11.6M 1.19% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 303,763 $11.3M 3.39% -3,608 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 303,627 $11.3M 1.01% +91,177 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 295,097 $11M 4.04% +49,452 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 293,928 $10.9M 6.32% +12,049 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 288,706 $10.8M 0.05% +113,424 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 271,875 $10.3M 3.88% +106,601 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 273,021 $10.2M +98,244 Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 268,744 $10M 10% +2,427 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 256,168 $9.53M 0.06% +44,703 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 255,304 $9.5M 4.63% 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 253,799 $9.44M 7.39% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 253,398 $9.43M 1.96% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 250,897 $9.33M 4.91% +44,983 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 250,856 $9.33M 2.54% -5,017 13F-HR/A Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 246,887 $9.18M 0.97% -3,436 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 236,885 $8.98M 0.08% -14,634 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 241,364 $8.98M 1.11% +111,793 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 240,058 $8.93M 0.01% new 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 230,944 $8.59M 1.5% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 223,827 $8.33M 5.12% +50,614 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 212,819 $7.92M 5.02% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 211,301 $7.86M 0.69% 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 208,974 $7.77M 7.09% +12,600 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 202,371 $7.53M 3.39% +23,535 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 200,949 $7.48M 1.45% +24,401 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 192,746 $7.17M 0.53% +84,783 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 184,973 $6.88M 4.58% +813 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 181,791 $6.76M 1.08% +26,155 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 175,844 $6.54M 0.03% +91,033 13F-HR Timeline Group InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 174,700 $6.5M 3.7% +3,430 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 171,781 $6.39M 0.47% -12,386 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 170,727 $6.35M 5.27% +34,209 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 163,082 $6.07M 5.84% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 161,956 $5.92M 0.29% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 159,153 $5.82M 0.04% +60,815 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 154,142 $5.73M 0.08% -102,711 13F-HR Timeline Group Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 152,952 $5.69M 4.46% +13,446 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 149,737 $5.57M 0.12% +99,798 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 149,503 $5.56M 0.09% +23,832 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 149,046 $5.54M 2.09% +4,623 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 143,734 $5.35M 0.07% +26,786 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 142,865 $5.31M 0.02% +44,590 13F-HR/A Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 139,143 $5.18M 2.65% +3,389 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 138,733 $5.16M 0.85% +10,682 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 131,847 $4.9M 1.93% +18,646 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 129,874 $4.83M 0.04% -17,514 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 126,081 $4.55M 1.51% +6,211 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 121,484 $4.52M 0.46% -246 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 120,093 $4.47M 0.13% -77,304 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 119,686 $4.45M 0.77% -7,566 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 117,222 $4.36M 3.42% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 109,029 $4.34M 0.29% +33,422 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 116,156 $4.32M 0.04% +102,592 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 114,535 $4.26M <0.01% +112,303 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 113,123 $4.21M 0.14% +1,972 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 109,112 $4.06M 0.05% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 106,821 $3.97M 0.31% +14,396 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 105,875 $3.94M 0.11% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 104,445 $3.89M 1.69% +56,448 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 102,473 $3.81M <0.01% +5,053 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 101,621 $3.78M 0.17% +79,269 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 98,347 $3.66M 0.77% -1,248 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 95,307 $3.55M 0.07% +23,105 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 95,097 $3.54M 2.37% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 92,827 $3.45M <0.01% +86,340 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 92,290 $3.43M 0.57% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 87,443 $3.25M 0.09% +48,130 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 87,170 $3.24M 0.52% +15,518 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 85,939 $3.2M 2.19% +18,401 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 85,683 $3.19M 0.64% +20,343 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 85,279 $3.17M <0.01% -350 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 84,641 $3.15M 0.8% +47,576 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 79,823 $2.97M 1.02% +9,904 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 78,921 $2.94M 1.81% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 77,930 $2.9M 2.2% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 77,648 $2.89M 1.87% +7,572 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 77,615 $2.89M 0.67% new 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 76,304 $2.84M 2.99% +15,047 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,623 $2.81M 0.01% -12,927 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 75,208 $2.8M 0.04% +14,175 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 75,179 $2.8M 0.01% +34,429 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 74,377 $2.77M 0.08% +5,573 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 73,412 $2.73M 0.17% +38,867 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 71,996 $2.68M 0.01% +21,209 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 71,263 $2.65M 0.34% +50,390 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,057 $2.53M <0.01% +1,961 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 65,207 $2.43M 0.04% +24,613 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 63,800 $2.37M 0.57% new 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 63,181 $2.35M 2.29% +1,997 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 61,618 $2.29M 0.06% +369 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 60,969 $2.27M 0.38% +3,750 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 60,346 $2.24M <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 58,638 $2.18M 0.13% +11,715 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 57,648 $2.14M 0.48% +5,316 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 57,275 $2.13M 1.11% -10,099 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,357 $2.1M 0.02% +18,113 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 56,314 $2.09M 0.28% +4,543 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 56,139 $2.09M 0.06% -3,034 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 55,913 $2.08M 0.39% +14,696 13F-HR Timeline CLG LLC More: the full row for CLG LLC 55,100 $2.05M 0.51% +1,632 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 53,735 $2M 0.04% +31,252 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 53,060 $1.97M 0.1% +19,350 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 52,706 $1.96M 0.35% -113,690 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 49,643 $1.85M 0.79% +7,218 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 46,665 $1.83M 0.5% +5,837 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 49,014 $1.82M 0.05% -6,381 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 47,931 $1.78M <0.01% +609 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 47,251 $1.76M 0.05% +12,650 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 43,189 $1.72M 0.43% -37,446 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 45,531 $1.69M 0.07% +3,844 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 45,026 $1.67M 0.82% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 42,800 $1.59M <0.01% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 42,450 $1.58M 0.12% new 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 40,063 $1.56M 1.47% +2,502 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 41,700 $1.55M 0.03% +10,464 13F-HR/A Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 41,763 $1.53M 0.94% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 40,159 $1.49M 0.2% +2,280 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. 40,091 $1.49M 0.03% -12,511 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 40,031 $1.49M 0.09% +17,227 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 39,405 $1.47M 1.42% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 38,434 $1.43M 0.08% +15,860 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 37,740 $1.4M 0.52% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 37,352 $1.39M 0.58% +11,703 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 36,318 $1.35M 0.42% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 34,213 $1.27M 0.32% +26,986 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 33,843 $1.26M <0.01% +14,828 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 30,200 $1.12M <0.01% +3,548 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,964 $1.11M 0.01% -998 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 29,658 $1.1M 0.79% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,677 $1.07M <0.01% +4,503 13F-HR Timeline Group