CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 193,140 $13M 0.05% +3,798 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 181,789 $12.3M <0.01% -1,321 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 180,841 $12.2M <0.01% -18,274 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. 141,419 $9.54M 0.21% -4,907 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 136,774 $9.22M 0.01% +4,172 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 112,932 $7.62M 0.02% -9,058 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 97,713 $6.59M <0.01% +52,077 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 82,926 $5.59M 0.03% +9,830 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 67,601 $4.56M 1.12% -2,845 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 62,853 $4.24M 1.47% -486 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 52,882 $3.57M <0.01% +16,603 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 46,584 $3.14M 0.4% +10,905 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 44,334 $2.99M 0.07% -34,883 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,360 $2.25M <0.01% -35,395 13F-HR/A Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 28,479 $1.94M 0.2% -13,708 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 27,689 $1.87M 0.23% -353 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,760 $1.7M <0.01% -5,817 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 25,067 $1.69M 1.04% +5,357 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,224 $1.36M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 19,914 $1.34M <0.01% +1,717 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 18,784 $1.27M 0.84% -1,228 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,584 $1.19M 0.01% -1,276 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/ 14,028 $946K <0.01% -8,869 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,932 $940K 0.79% +371 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,730 $926K <0.01% -7,060 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,050 $745K 0.27% +666 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,509 $709K 0.28% +914 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 9,649 $651K <0.01% -454 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 9,205 $621K 0.08% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,821 $595K 0.05% +3,461 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,300 $560K 0.01% +1,571 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,941 $536K 0.09% new 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,648 $516K 0.36% +27 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 6,600 $445K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,449 $435K 0.01% +4,462 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,272 $423K 0.01% -3,140 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,243 $421K 0.45% +40 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 6,132 $414K 0.2% -4,551 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 6,215 $378K 0.05% -29 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,153 $348K 0.02% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,002 $337K <0.01% -3,357 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,802 $324K 0.03% +92 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,593 $311K 0.01% -33 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,605 $311K 0.06% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,372 $295K 0.13% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,200 $283K <0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,077 $275K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,827 $258K <0.01% +18 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,806 $257K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,733 $252K 0.03% -43 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,691 $249K 0.01% -500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,669 $247K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,360 $227K <0.01% -7,905 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,100 $209K 0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,585 $107K <0.01% +1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 809 $54.6K <0.01% -1,041 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 668 $45.1K <0.01% +512 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 650 $43.8K <0.01% +25 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 424 $28.6K <0.01% -258 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 410 $27.7K <0.01% +350 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 235 $15.9K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 85 $5.76K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 63 $4K <0.01% -522 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 42 $2.83K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25 $1.69K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1 $67 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $26 <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.