LPL Financial LLC More: the full row for LPL Financial LLC 380,551 $28M 0.01% +126,747 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 172,407 $12.7M <0.01% +17,428 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 161,527 $11.9M <0.01% +6,150 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 156,464 $11.5M 0.02% +19,228 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. 144,269 $10.6M 0.2% -334 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 138,600 $10.2M 0.03% -36,424 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 119,319 $8.78M 0.02% +1,489 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 110,307 $8.11M 0.04% +8,635 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 101,083 $7.44M <0.01% +64,504 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 78,361 $5.76M 1.22% +9,734 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 74,399 $5.47M 1.31% 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 69,883 $5.14M 0.98% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 69,367 $5.1M <0.01% -115,622 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,818 $4.99M 0.05% +10,796 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 60,394 $4.44M 1.39% -1,713 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 52,765 $3.88M 0.44% +3,648 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 45,274 $3.33M 1.77% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 41,838 $3.08M 1.33% +13,958 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,672 $2.4M 0.05% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,905 $2.35M <0.01% -558 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 31,869 $2.34M 0.05% -10,246 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 28,988 $2.13M 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,280 $2.01M 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 25,587 $1.88M 0.21% -1,595 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,995 $1.75M <0.01% -364 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 21,400 $1.57M 0.19% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 17,744 $1.38M 0.12% -4,311 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 17,676 $1.3M 0.77% -169 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,399 $1.28M <0.01% +7,981 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 14,318 $1.05M 0.76% +43 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,647 $1M 0.31% +169 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,603 $854K 0.3% -95 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,260 $762K 0.05% +681 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,336 $760K 0.01% +4,120 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,788 $720K 0.05% +1,004 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,735 $716K <0.01% -2,290 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,638 $709K <0.01% +80 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 9,579 $705K <0.01% -66 13F-HR Timeline Group BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 9,524 $701K 0.57% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,477 $697K 0.02% +2,721 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,016 $663K <0.01% -4,514 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,837 $650K 0.01% +309 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 8,358 $615K 0.06% +26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,321 $612K 0.01% +4,249 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,161 $600K 0.04% new 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 8,139 $599K 0.07% -905 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 7,417 $546K 0.33% -93 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,677 $491K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 6,267 $461K 0.48% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,828 $429K 0.43% +61 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,658 $343K 0.06% +53 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 4,305 $317K 0.13% -9,883 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,200 $309K <0.01% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,125 $303K 0.13% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,906 $287K <0.01% +17 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,864 $284K 0.03% +133 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,691 $272K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,599 $265K <0.01% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,559 $262K 0.05% +374 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,357 $247K 0.03% -14 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,116 $229K 0.01% +2 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,070 $226K 0.01% -421 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,020 $222K 0.19% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,928 $215K <0.01% -144 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,584 $117K <0.01% 0 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 919 $67.6K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 900 $66.2K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 877 $64.5K <0.01% +49 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 598 $44K <0.01% -70 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 450 $33.1K <0.01% -200 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 398 $29.3K <0.01% +149 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 235 $17.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 188 $13.8K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 10,373 $10.4K 0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 140 $10.3K <0.01% -1,261 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 133 $9.78K <0.01% -462 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73 $5.37K <0.01% +48 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 63 $4K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 50 $4K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 42 $3.09K <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% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $147 <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1 $48 <0.01% 0 13F-HR Timeline