LPL Financial LLC More: the full row for LPL Financial LLC 253,804 $19M 0.01% +72,963 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 184,989 $13.8M <0.01% +132,107 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 175,024 $13.1M 0.04% -18,116 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 155,377 $11.6M <0.01% +57,664 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 154,979 $11.6M <0.01% -26,810 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. 144,603 $10.8M 0.22% +3,184 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 137,236 $10.3M 0.01% +462 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 117,830 $8.81M 0.02% +4,898 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 101,672 $7.6M 0.04% +18,746 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 68,627 $5.13M 1.16% +1,026 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 62,107 $4.64M 1.48% -746 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 57,022 $4.26M 0.06% +50,573 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 49,117 $3.67M 0.43% +2,533 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 42,115 $3.15M 0.07% -2,219 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 36,579 $2.74M <0.01% +16,665 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,463 $2.44M <0.01% -897 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 27,880 $2.08M 1.15% +2,813 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 27,182 $2.03M 0.24% -507 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,359 $1.72M <0.01% -1,401 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 22,055 $1.64M 0.15% -6,424 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 17,845 $1.33M 0.81% -939 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,019 $1.12M 0.04% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 14,275 $1.07M 0.82% +343 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 14,188 $1.06M 0.52% +8,056 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,072 $1.05M 0.04% new 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/ 13,530 $1.01M <0.01% -498 13F-HR/A Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,478 $1.01M 0.32% +2,428 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,025 $899K <0.01% -1,705 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,698 $875K 0.32% +1,189 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 9,645 $721K <0.01% -4 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,579 $716K 0.05% +758 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,558 $715K <0.01% +4,556 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,418 $704K <0.01% -10,806 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 9,044 $676K 0.08% -161 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 8,784 $657K 0.04% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,528 $638K 0.01% +228 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 8,332 $562K 0.06% +2,117 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,510 $562K 0.36% -138 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,756 $505K 0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,216 $465K 0.01% +2,139 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,767 $431K 0.43% -476 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,417 $405K 0.03% +615 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,605 $344K 0.06% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,200 $314K <0.01% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,072 $304K 0.01% -2,200 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 3,889 $291K <0.01% +62 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,731 $279K 0.03% -75 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,691 $276K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,491 $261K 0.01% +391 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,371 $252K 0.03% -362 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,185 $238K 0.05% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,114 $233K 0.01% -555 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,072 $223K 0.01% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,700 $202K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,584 $118K <0.01% -1 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,401 $105K <0.01% new 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 828 $61.9K <0.01% +418 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 668 $50K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 650 $48.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 595 $44.5K <0.01% -214 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 249 $18.6K <0.01% +248 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 235 $17.6K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 42 $3.14K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25 $1.87K <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 15 $1.09K <0.01% +15 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1 $49 <0.01% -84 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 0 $33 <0.01% -424 13F-HR Timeline Amount filed as zero, left out of ratios.