MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,195,919 $262M 0.01% +1,204,621 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,057,290 $104M 0.02% +460,026 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,953,682 $98.7M 0.03% +642,502 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,893,567 $95.6M 0.06% -6,415 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/ 1,743,169 $88M 0.01% +557,224 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 699,145 $35.3M 0.17% +311,248 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 493,314 $24.9M 4.09% +44,007 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 449,669 $22.5M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 318,934 $16.1M <0.01% +2,889 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 298,048 $15.1M 0.03% -1,819 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 257,509 $13M 1.68% +9,318 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 252,485 $12.8M 0.01% +32,301 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 186,121 $9.4M 0.01% +99,183 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 144,714 $7.31M 0.01% +27,727 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 135,405 $6.84M 0.54% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 128,621 $6.5M 0.42% +38,937 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 126,218 $6.37M <0.01% +73,239 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 103,994 $5.25M 0.01% -1,144 13F-HR/A Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 103,592 $5.23M 3.13% -7,060 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 89,929 $4.54M 0.29% +10,728 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 84,807 $4.28M <0.01% -43,117 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 83,024 $4.19M 0.07% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 78,269 $3.95M 0.14% -7,653 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 76,297 $3.85M 0.02% -64,610 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 72,279 $3.65M 0.01% +8,613 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 60,608 $3.06M 0.06% +3,723 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,698 $2.61M <0.01% -4,420 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 47,512 $2.4M 1.75% -71,583 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 44,540 $2.25M <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,338 $1.99M <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 36,973 $1.87M <0.01% -1,709 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 33,627 $1.7M 0.3% -1,623 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,876 $1.66M 0.01% -20,432 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 29,999 $1.51M <0.01% -3,290 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,648 $1.45M <0.01% +18,963 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 28,228 $1.43M <0.01% -9,517 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,603 $1.19M 0.01% +4,576 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 22,742 $1.15M <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20,148 $1.02M 0.18% +3,171 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 19,484 $984K 0.34% -6,081 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 19,004 $960K 0.15% +12,131 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,764 $847K 0.01% -2,528 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16,504 $834K 0.11% +4,924 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,551 $684K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,497 $682K 0.07% +86 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,797 $646K <0.01% +3,745 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,600 $636K <0.01% +3,504 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,496 $631K <0.01% +12,301 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 11,387 $575K 0.12% +4,976 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,118 $562K 0.02% -10,062 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,459 $427K 0.01% -128 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,352 $422K <0.01% +483 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,969 $352K 0.01% +810 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,462 $326K 0.07% -277,328 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,183 $312K <0.01% -5,174 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,175 $312K 0.01% -1,192 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,701 $237K <0.01% -879 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,450 $226K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,033 $204K <0.01% 0 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,000 $202K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,027 $102K <0.01% +1,025 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,739 $88K <0.01% -661 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,211 $61.2K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 598 $30.2K <0.01% +198 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 433 $21.9K <0.01% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 345 $17.4K <0.01% +4 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35 $1.77K <0.01% -26,063 13F-HR Timeline Group