MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,095,178 $299M 0.02% +333,605 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,704,698 $280M 0.09% +680,959 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,140,555 $203M 0.04% -306,695 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,651,296 $130M 0.04% +71,560 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,204,285 $108M 0.02% +106,304 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,876,788 $92.2M -109,773 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,814,972 $89.1M 0.02% +72,888 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,319,368 $64.8M 0.1% +17,866 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,063,178 $52.2M 0.07% +29,046 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 939,456 $46.1M 0.08% +33,913 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 829,178 $40.7M 5% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 819,849 $40.3M 0.07% +43,417 13F-HR/A Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 620,041 $30.4M 6.94% +27,374 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 520,881 $25.6M 0.46% +17,479 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 462,708 $22.7M 0.07% -72,782 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 450,927 $22.1M 0.02% +102,796 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 409,633 $20.1M 0.06% +28,563 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 378,078 $18.6M 0.04% -9,182 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 355,708 $17.5M -522,928 Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 348,865 $17.1M 2.2% +154,286 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 335,433 $16.5M 7.98% +9,001 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 332,402 $16.3M 0.2% +30,956 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 329,374 $16.2M 0.21% +41,983 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 327,531 $16.1M 3.44% +239,293 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 324,613 $15.9M 1.25% +234,545 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 320,397 $15.7M 2.15% +17,396 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 305,786 $15M 0.04% +14,743 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 303,967 $14.9M 0.45% -34,642 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 298,223 $14.6M 0.15% +10,160 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 286,257 $14.1M 1.67% +2,214 13F-HR/A Timeline Solitude Financial Services More: the full row for Solitude Financial Services 257,486 $12.6M 4.58% +22,651 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 254,649 $12.5M 1.17% +2,321 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 220,318 $10.8M 6.46% +1,802 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 216,757 $10.6M 0.08% -688 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 194,140 $9.53M 2.79% +17,328 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 189,571 $9.47M 0.02% -10,739 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 190,473 $9.36M 0.17% +25,741 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 178,014 $8.74M 0.22% +11,137 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 177,271 $8.7M 0.15% +128,037 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 177,041 $8.69M 3.91% -40,662 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 175,014 $8.59M 0.05% +55,553 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 168,739 $8.29M 0.25% +10,715 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 166,505 $8.18M 0.04% -251 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 156,428 $7.68M 0.19% +13,439 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 137,114 $6.93M 4.21% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 138,682 $6.81M 0.04% -32,941 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 137,533 $6.75M 0.2% +870 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 136,836 $6.72M 1.48% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 133,293 $6.54M 0.18% +44,451 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 129,315 $6.35M 0.15% +32,846 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 128,506 $6.32M 0.14% -104,467 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 126,410 $6.21M 1.92% -696 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 125,544 $6.16M 0.05% -48,431 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 116,008 $5.7M 0.05% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 113,978 $5.6M 0.01% -3,367 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 111,196 $5.46M 0.01% +31,383 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 103,860 $5.1M 0.04% +8,643 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 101,879 $5M 2.52% +2,349 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 100,097 $4.91M 0.1% +47,496 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 90,383 $4.44M 0.9% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 90,249 $4.43M 0.08% -13,483 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 84,495 $4.15M 1.86% +4,476 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 83,558 $4.1M 0.05% -2,624 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 83,095 $4.08M 0.21% -20,072 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 83,008 $4.08M 0.86% +3,626 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 78,452 $3.85M 0.01% +2,400 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 77,773 $3.82M 0.96% new 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 77,238 $3.79M 3.56% -56,901 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 70,114 $3.44M 0.22% -10,677 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 65,927 $3.24M 0.73% +32,373 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 63,623 $3.12M 1.24% +1,540 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 61,997 $3.04M 2.29% +5,607 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 60,445 $3.02M 0.4% +3,643 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,331 $3.01M 0.06% +5,871 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 61,157 $3M 0.14% +8,746 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 60,865 $2.99M 0.25% -4,722 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 59,930 $2.94M 0.03% -1,408 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 58,913 $2.89M 0.24% +5,121 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 57,700 $2.87M 0.04% -5,000 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 57,578 $2.83M 1.07% +7,795 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 57,205 $2.81M 1.17% +3,104 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 56,708 $2.78M 0.35% -3,528 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 55,348 $2.72M 0.65% -61 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 55,330 $2.72M 0.04% +10,785 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 53,352 $2.62M 0.21% +18,101 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 53,183 $2.61M 0.24% -1,196 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 52,648 $2.59M 0.78% +21,493 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 52,193 $2.56M 0.09% -18,527 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 52,102 $2.56M 1.14% +682 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 49,847 $2.52M 0.71% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 51,274 $2.52M 0.07% +18,044 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 50,366 $2.47M 0.07% -3,288 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 49,293 $2.42M 0.72% -1,306 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 47,172 $2.32M 0.06% +14,904 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 46,315 $2.27M 0.02% +12,992 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 45,077 $2.21M 0.15% +3,801 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 43,703 $2.15M 0.06% -1,573 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 42,792 $2.1M 0.4% +15,241 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 41,906 $2.06M 1.88% -8,139 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 40,971 $2.01M 0.01% -123 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 39,869 $1.96M 1.01% -3,351 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 39,592 $1.94M 0.44% +7,791 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 38,860 $1.91M 0.12% -2,306 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 38,608 $1.9M 0.11% -2,799 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,289 $1.83M 0.01% -2,356 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,055 $1.82M 0.02% +5,913 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 36,686 $1.8M 0.13% +2,056 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 36,144 $1.77M 0.58% +21,328 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 35,586 $1.75M 0.08% -20,666 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,505 $1.74M <0.01% +4,038 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35,329 $1.73M 0.14% +16 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 34,015 $1.67M 1.77% +1,781 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 33,622 $1.65M 0.78% -240 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 33,449 $1.64M 0.16% +2,452 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 32,911 $1.62M 0.26% +72 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,803 $1.61M <0.01% +3,887 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 32,257 $1.58M 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 31,495 $1.55M 0.07% -292 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 31,407 $1.54M 0.94% +10,777 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,328 $1.54M 0.01% +4,365 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 31,298 $1.54M 0.1% +15,378 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 30,618 $1.5M 0.66% -1,997 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,575 $1.5M 0.01% -2,665 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,104 $1.48M <0.01% +3,703 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,830 $1.45M 0.04% +21,732 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,700 $1.41M 0.17% +250 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 28,590 $1.4M 0.04% -2,627 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 27,664 $1.36M 1.33% +454 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 27,075 $1.33M 0.5% +953 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 27,039 $1.33M 0.42% +588 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 26,997 $1.33M 0.32% +4,136 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 26,486 $1.3M 0.16% -2,025 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 26,028 $1.28M 0.4% -568 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,757 $1.26M 0.01% -4,315 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 25,338 $1.24M 0.26% +13,414 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,225 $1.24M 0.02% -5,131 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 24,896 $1.22M 0.05% +4,240 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,648 $1.21M <0.01% -119,226 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,451 $1.2M 0.05% +11,780 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,318 $1.19M 0.04% new 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 24,225 $1.19M 0.89% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 23,848 $1.17M 0.54% -19,398 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,017 $1.13M 0.03% -4,630 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,568 $1.11M 0.02% +7,760 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,334 $1.1M 0.03% -2,441 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 20,905 $1.03M 0.46% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 20,845 $1.02M 0.38% +9,995 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 20,477 $1.01M 0.71% -9,073 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 20,298 $997K 0.16% -2,286 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 20,134 $989K 0.22% -296 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,668 $966K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,745 $920K 0.05% -397 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 18,037 $886K 0.03% +4,735 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,837 $876K 0.07% -879 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,241 $847K 0.04% +275 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. 17,141 $841K 0.02% -1,135 13F-HR Timeline Group Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 17,096 $839K +2,696 Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 16,952 $832K 0.55% +372 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 16,562 $813K 0.19% +130 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 16,374 $804K 1.31% +1,296 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 16,191 $795K 0.15% -1,220 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 16,101 $791K 0.34% -14,067 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 15,884 $780K 0.44% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,865 $741K 0.13% +6,119 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,060 $739K 0.07% -17,959 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,486 $711K <0.01% -2,018 13F-HR Timeline Group OMNI 360 Wealth, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 13,377 $657K 0.04% +2,516 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 13,374 $657K 0.35% +898 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 13,337 $655K 0.27% +128 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,290 $653K 0.01% +519 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,140 $645K 0.04% +402 13F-HR Timeline BEAM WEALTH ADVISORS, INC. 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