LPL Financial LLC More: the full row for LPL Financial LLC 199,115 $12.1M <0.01% +53,503 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 189,342 $11.5M 0.05% +115,960 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 183,110 $11.1M <0.01% +1,791 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 146,326 $8.91M 0.19% +12,483 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 132,602 $8.07M 0.01% +5,590 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 121,990 $7.42M 0.03% +23,219 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 79,217 $4.82M 0.13% -1,198,534 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 73,096 $4.45M 0.03% +5,128 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 70,446 $4.29M 1.1% +50,937 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 68,755 $4.19M 0.01% +34,250 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 63,339 $3.85M 1.64% -879 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,636 $2.78M <0.01% -25,337 13F-HR/A Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,187 $2.39M 0.31% +11,206 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,279 $2.2M <0.01% +16,671 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 35,679 $2.17M 0.32% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,577 $1.86M <0.01% -1,404 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,225 $1.72M <0.01% new 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 28,042 $1.71M 0.23% -157 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/ 22,897 $1.39M <0.01% -580 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 20,790 $1.27M <0.01% -383 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 20,012 $1.22M 0.96% -187 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 19,710 $1.2M 0.79% +1,821 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,860 $1.15M 0.01% -2,597 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 18,197 $1.11M <0.01% +5,648 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,561 $825K 0.76% +2,227 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,265 $686K <0.01% +462 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 10,683 $650K 0.33% +757 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,384 $632K 0.25% +555 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 10,103 $600K <0.01% -80,191 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,595 $584K 0.26% +125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,412 $573K 0.02% -1,266 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 9,205 $560K 0.09% -1,368 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,359 $509K <0.01% +123 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,621 $464K 0.34% -214 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,729 $441K 0.01% +2,788 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 7,000 $426K 0.01% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 6,244 $409K 0.05% -391 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,203 $377K 0.45% -194 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,727 $349K 0.01% -5,676 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,237 $319K 0.18% -33,411 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,360 $319K 0.03% -231 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,089 $310K 0.01% -33,289 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,710 $287K 0.03% +455 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,626 $283K <0.01% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 4,624 $281K 0.18% -1,400 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,605 $280K 0.06% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,372 $266K 0.13% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,200 $256K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,191 $255K 0.01% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 4,035 $246K 0.14% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 4,000 $243K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,806 $232K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,776 $230K 0.03% 0 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 3,809 $226K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,987 $121K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,850 $113K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,584 $96.4K <0.01% -1 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,102 $67.1K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 682 $41.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 625 $38K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 585 $35K 0.01% -1,384 13F-HR Timeline CX Institutional More: the full row for CX Institutional 157 $10K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 156 $9.49K <0.01% -287 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 85 $5.17K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 60 $3.65K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 42 $2.56K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $30 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 186,060 $22.8K +185,685 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.