MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,991,298 $202M 0.01% +1,525,516 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,899,982 $96.3M 0.07% -955,231 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,597,264 $81M 0.02% +304,975 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,311,180 $66.5M 0.02% +237,846 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/ 1,185,945 $60.1M <0.01% +466,842 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 449,307 $22.8M 4.23% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 387,897 $19.7M 0.16% +378,945 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 316,045 $16M <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 299,867 $15.2M 0.03% -147,460 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 283,790 $14.4M 3.37% +37,823 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 248,191 $12.6M 1.93% +21,356 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 220,184 $11.2M 0.02% +18,285 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 140,907 $7.15M 0.04% +21,074 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 127,924 $6.49M <0.01% +97,835 13F-HR Timeline Group Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 119,095 $6.04M 5.26% +39,149 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 116,987 $5.93M 0.01% +44,422 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 110,652 $5.61M 3.8% +10,802 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 105,138 $5.33M 0.01% +53,149 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 89,684 $4.55M 0.33% +41,315 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 86,938 $4.41M <0.01% -103,805 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 85,922 $4.36M 0.18% +6,668 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 79,201 $4.02M 0.29% +31,345 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,666 $3.23M 0.01% +11,050 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 56,885 $2.88M 0.06% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,118 $2.85M <0.01% -456 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 53,308 $2.7M 0.01% +28,531 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,051 $2.69M <0.01% -56,613 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 52,979 $2.68M <0.01% +50,837 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,338 $1.99M 0.01% -389 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,682 $1.96M <0.01% +7,242 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 37,745 $1.91M 0.01% +4,850 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 35,250 $1.79M 0.34% -755 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,289 $1.69M <0.01% +23,785 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26,098 $1.32M <0.01% new 13F-HR/A Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 25,565 $1.3M 0.52% +10,407 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,180 $1.07M 0.05% new 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. 19,292 $978K 0.02% -18,848 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,027 $965K 0.01% +5,649 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,293 $877K 0.05% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 16,977 $861K 0.18% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,411 $680K 0.08% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,580 $587K 0.1% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,357 $576K 0.01% +128 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,685 $491K <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,096 $461K <0.01% +3,753 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,052 $459K <0.01% +90 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,587 $435K 0.01% +1,870 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,869 $399K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,367 $374K 0.01% -1,179 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,873 $349K 0.06% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,599 $335K <0.01% 0 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,411 $325K 0.07% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,159 $312K 0.01% -427 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,580 $283K <0.01% -6,407 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,201 $264K 0.01% +889 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,273 $217K <0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,036 $205K 0.02% +46 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,033 $205K <0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,000 $203K 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,400 $121K <0.01% +839 13F-HR Timeline Group Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 1,004 $50.9K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,002 $50.8K <0.01% +11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $20.3K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 341 $17.3K 0.05% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 195 $9.89K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 75 $3.8K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $2.79K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29 $1.47K <0.01% 0 13F-HR Timeline