LPL Financial LLC More: the full row for LPL Financial LLC 2,891,440 $171M 0.04% +582,095 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,437,299 $145M 0.01% +650,604 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,830,968 $109M 0.01% +57,167 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,581,010 $93.8M 15.51% +4,822 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,208,490 $71.7M 0.07% +96,535 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,204,020 $71.4M 0.01% +436,120 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 865,553 $51.3M 0.01% +292,353 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 760,586 $45.1M 0.01% +186,849 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 743,204 $44.1M 0.04% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 729,813 $43.3M 0.05% +56,975 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 634,074 $37.6M 0.01% +343,043 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 529,280 $31.4M 11.9% +125,352 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 509,531 $29.6M 0.05% +9,705 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 388,395 $23M 0.03% +143,220 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 358,676 $21.3M 0.03% -13,457 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 347,123 $20.6M 0.08% +163,649 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 275,350 $16.3M 0.86% +8,313 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 256,482 $15.2M 1.3% +131,375 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 251,726 $14.9M 0.01% +111,115 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 245,893 $14.6M 2.21% +11,606 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 237,081 $14.1M 1.24% +6,609 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 233,850 $13.9M 0.26% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 233,592 $13.9M 0.13% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 212,534 $12.6M 0.21% +36,151 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 212,391 $12.6M <0.01% +50,680 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 211,461 $12.5M 0.02% +48,592 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 208,459 $12.4M 0.01% +49,327 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 207,333 $12.3M 0.06% +190,506 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 202,683 $12M 2.65% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 182,805 $10.8M 0.06% +9,867 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 182,557 $10.8M +35,891 Timeline XML Financial, LLC More: the full row for XML Financial, LLC 159,217 $9.44M 0.69% -16,273 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 140,128 $8.31M 1.25% +11,434 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 133,953 $7.94M 8.6% +10,346 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 133,453 $7.92M 3% +86,736 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 130,370 $7.73M 0.85% +5,602 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 130,370 $7.73M 0.52% +5,602 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 124,235 $7.37M 0.06% +5,259 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 111,223 $6.6M 0.01% +34,779 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 108,872 $6.48M 0.03% +12,153 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 109,061 $6.47M 1.06% +11,095 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 108,294 $6.42M 0.41% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 105,390 $6.25M 1.01% +2,349 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 105,335 $6.25M <0.01% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 102,800 $6.1M 0.01% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 104,623 $6.04M 3.68% +42,766 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 96,001 $5.69M 2.75% +7,328 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 94,225 $5.59M 1.17% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 92,916 $5.51M 0.38% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 92,456 $5.48M 3.07% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 91,748 $5.44M 0.81% -27,445 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 90,673 $5.38M 0.02% +24,812 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 90,155 $5.35M 3.16% +6,894 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 89,977 $5.34M 0.07% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 87,171 $5.17M <0.01% +24,217 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 82,583 $4.9M <0.01% +70,311 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 83,081 $4.72M 0.99% +9,998 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75,821 $4.5M 0.01% +49,048 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 75,821 $4.5M 1.14% +5,058 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 79,814 $4.43M 2.38% +7,313 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 74,569 $4.42M 0.06% +23,220 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 72,497 $4.3M 0.7% +46,780 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 72,476 $4.3M 1.38% +4,532 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 69,294 $4.11M 0.37% +17,927 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 68,306 $4.05M 3.06% +4,249 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,764 $3.96M 0.01% +8,687 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,286 $3.75M 0.01% +22,840 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,053 $3.74M 0.02% +8,141 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 62,421 $3.7M 0.31% +5,922 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 60,740 $3.6M 0.18% +19,211 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 60,690 $3.6M 0.22% +685 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 59,707 $3.54M -6,321 Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 58,990 $3.5M 0.17% +7,834 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 57,254 $3.4M 0.08% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 57,155 $3.32M 0.65% +2,233 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 54,840 $3.25M 0.07% +28,239 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 53,900 $3.2M 0.04% +1,180 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 59,338 $3.17M 0.21% +22,239 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 53,453 $3.17M 0.6% +8,394 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 52,583 $3.08M 0.38% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 48,487 $2.83M 0.39% +1,903 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 45,866 $2.72M 0.02% +31,226 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,919 $2.58M 0.15% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 42,003 $2.49M 0.22% +20,393 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 41,614 $2.47M 0.17% +7,299 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 40,755 $2.42M 0.24% +7,954 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 40,447 $2.4M 0.12% -311 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,650 $2.35M <0.01% +23,554 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 38,761 $2.3M 0.14% +7,648 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 38,348 $2.27M 0.25% +2,540 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 37,358 $2.22M 1.69% +33,568 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,579 $2.17M 0.43% +4,609 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 36,402 $2.16M 0.09% -258 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,626 $2.15M <0.01% +14,931 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 35,122 $2.08M 0.71% +4,242 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 34,622 $2.05M 0.02% +6,470 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 37,120 $2.05M 0.62% +17,095 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 33,537 $1.99M 0.64% +4,774 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 33,354 $1.98M 0.08% -354 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 33,480 $1.97M 2.13% +7,105 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 32,893 $1.95M 0.73% -7,102 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30,567 $1.81M 0.33% +1,802 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,118 $1.79M <0.01% +13,943 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,981 $1.78M 0.03% +9,070 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 28,933 $1.72M 0.23% +7,590 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,692 $1.7M <0.01% +10,414 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 28,633 $1.7M 0.02% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 28,316 $1.68M 0.82% +4,412 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 28,249 $1.68M 0.05% -1,672 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 27,629 $1.64M 1.11% +2,472 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 27,284 $1.62M 1.63% +8,731 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,009 $1.6M 0.03% +3,365 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 26,604 $1.58M 0.11% -596 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 26,555 $1.57M 0.57% +1,982 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 25,821 $1.53M 0.19% +2,500 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,816 $1.47M 0.05% +1,878 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 24,420 $1.45M 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,028 $1.37M 0.04% -7,867 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,901 $1.36M 0.04% +16,611 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 22,732 $1.35M 1.24% +3,631 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 22,223 $1.32M 0.66% -1,427 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 21,957 $1.3M 0.72% +4,318 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,827 $1.29M <0.01% +2,041 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 20,978 $1.24M 0.3% +3,259 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 21,414 $1.24M 1.34% +61 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,871 $1.24M 0.06% +2,535 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 20,562 $1.22M 0.16% +287 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,117 $1.18M 0.06% +11,375 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,700 $1.17M <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,628 $1.16M <0.01% +2,567 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,420 $1.15M 0.11% -600 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 19,006 $1.13M 0.01% +7,552 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,792 $1.11M 0.15% +5,913 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 18,520 $1.1M 0.34% +352 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,449 $1.09M 0.03% +1,002 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,177 $1.08M 0.03% +1,527 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 18,188 $1.05M 0.05% -419 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 17,695 $1.05M -8,226 Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,694 $1.05M 0.06% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,628 $1.05M 0.02% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 17,226 $1.02M 0.2% +2,410 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 17,156 $1.02M +6,314 Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 17,003 $1.01M 0.67% +799 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,447 $975K <0.01% +2,224 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 15,362 $911K 0.44% +2,279 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,199 $901K <0.01% +13,916 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,937 $886K 0.02% -260 13F-HR Timeline Group Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 14,500 $860K 0.4% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,450 $857K 0.04% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,387 $853K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,131 $838K <0.01% +252 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 14,104 $837K 0.19% -1,646 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 14,054 $834K 0.25% +2,753 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 14,000 $830K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,911 $825K <0.01% +9,348 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,420 $796K 0.02% -587 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,197 $782K 0.01% -51 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 13,082 $776K 0.45% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,050 $774K 0.12% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,010 $772K 0.1% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,964 $769K 0.06% +3,931 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,703 $753K 0.02% +61 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 12,520 $743K 0.04% +4,989 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 12,135 $720K 0.03% +179 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,585 $687K 0.01% +6,499 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,582 $687K 0.31% +1,488 13F-HR Timeline Collier Financial More: the full row for Collier Financial 11,422 $677K 0.46% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,269 $668K <0.01% +807 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,200 $664K 0.06% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,105 $659K 0.26% +237 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 10,784 $640K 0.45% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,751 $638K 0.09% +272 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 10,233 $607K 0.21% +1,000 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 10,145 $602K 0.09% +3,888 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 10,129 $601K 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,982 $592K 0.01% +1,008 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,956 $590K 0.01% -551 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,938 $589K <0.01% +1,436 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,541 $566K <0.01% new 13F-HR Timeline Aurora Private Wealth, Inc. 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