JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,337,110 $1.4B 0.11% +3,027,670 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 22,115,385 $1.1B 1.5% +7,560,005 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,866,495 $638M 0.04% +621,714 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,662,142 $380M 0.04% +685,718 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,876,078 $341M 0.14% +719,161 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,134,577 $254M 0.06% +1,227,633 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,991,069 $247M 0.01% -468,411 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,533,442 $175M 0.03% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,162,246 $157M 0.06% 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,652,274 $131M 0.09% +398,260 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,544,772 $126M 0.03% +173,000 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,298,120 $114M 0.02% +181,526 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,850,400 $91.7M 0.14% +171,500 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,802,695 $89.4M 15.67% +393,901 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,479,244 $73.3M 0.55% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,307,397 $64.8M 0.15% +171,841 13F-HR/A Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,087,160 $53.9M 14.64% +349,966 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,060,208 $52.5M 0.08% +146,803 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 967,514 $47.9M 0.05% +154,268 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 821,905 $40.7M 0.09% -242,255 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 803,452 $39.8M 0.24% +296,848 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 655,638 $32.5M 12.05% +58,552 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 596,025 $29.5M -289,654 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 578,769 $28.7M 0.03% +263,576 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 577,959 $28.6M 0.18% +58,460 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 545,784 $27M 0.93% +209,379 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 489,228 $24.2M 10.34% +114,581 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 460,175 $22.8M 0.08% +15,931 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 399,608 $19.8M 9.78% +15,344 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 389,686 $19.3M 2.66% +320,060 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 374,178 $18.5M 0.15% +56,607 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 363,139 $18M 7.24% +206,710 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 339,676 $16.8M 3.35% -13,451 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 329,919 $16.3M 0.86% -343,900 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 326,432 $16.2M 0.52% +240,301 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 323,335 $16M 0.01% +83,941 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 320,201 $15.9M 0.62% +23,756 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 317,119 $15.7M 0.05% +101,793 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 310,979 $15.4M 4.59% +56,914 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 297,762 $14.8M 13.47% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 289,009 $14.4M 2.26% +254,857 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 288,158 $14.3M 3.75% +48,068 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 279,649 $13.9M 0.13% -10,415 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 278,641 $13.8M 2.44% +57,170 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 273,104 $13.5M 0.85% -1,982 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 264,377 $13.1M 3.32% +9,637 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 249,955 $12.4M 0.05% +23,242 13F-HR/A Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 248,656 $12.3M 3.28% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 243,745 $12.1M 0.07% +19,783 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 231,837 $11.5M 0.49% -58,845 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 230,426 $11.4M 0.16% +18,405 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 225,767 $11.2M 2.32% +77,699 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 204,414 $10.1M 0.02% -15,723 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 193,374 $9.58M 0.14% +87,239 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 192,655 $9.55M 0.13% -28,739 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 184,775 $9.17M +34,241 Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 183,173 $9.08M 1% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 180,579 $8.95M 1.96% -17,375 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 179,354 $8.89M 0.11% +97,328 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 177,906 $8.82M 0.02% +7,156 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 166,412 $8.25M 0.03% +133,046 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 166,345 $8.24M 0.54% +36,262 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 154,545 $7.66M 2.11% -2,762 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 154,339 $7.65M 0.22% +42,212 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 154,166 $7.64M 0.27% -133,961 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 153,379 $7.6M 1.67% +82 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 150,877 $7.48M 1.59% +48,502 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 150,300 $7.45M 1.64% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 147,621 $7.31M 0.53% -120,013 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 145,147 $7.19M 1.23% +105,647 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 140,628 $6.97M 0.09% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 139,056 $6.89M 0.28% +19,107 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 138,145 $6.85M 0.08% +8,941 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 137,218 $6.8M 0.08% -13,613 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 136,721 $6.77M 0.77% -10,846 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 130,505 $6.5M 0.39% -2,326 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 125,927 $6.25M 0.07% -31,682 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 123,934 $6.14M 1.7% +1,664 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 119,447 $5.92M 0.16% +47,470 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 119,165 $5.9M 0.13% -3,000 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 118,308 $5.86M 5.14% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 117,654 $5.83M 1.55% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 115,825 $5.74M 1.83% +35,267 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 115,459 $5.72M 1.63% +7,714 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 115,208 $5.71M 0.02% +6,895 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 110,253 $5.46M 4.24% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 106,764 $5.29M 0.01% +72,039 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 105,574 $5.23M 0.01% +2,936 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 103,624 $5.16M 0.47% -43,331 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 103,391 $5.12M 0.84% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 102,217 $5.06M 0.14% -19,259 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 101,541 $5.03M 0.92% +36,693 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 101,537 $5.03M <0.01% +21,907 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 98,735 $4.89M 2.66% +10,343 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 98,526 $4.88M 1.25% +4,338 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 97,926 $4.85M 0.27% +35,691 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 95,226 $4.72M 0.01% -31,344 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 95,160 $4.72M 1.85% +10,548 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 94,085 $4.68M 0.03% -4,457 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 93,766 $4.65M <0.01% +14,705 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 91,165 $4.52M 3.11% -14,791 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 90,246 $4.47M 0.03% +3,274 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 87,992 $4.36M 0.08% -249,490 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 87,816 $4.35M 0.14% -29,266 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 86,706 $4.3M 3.16% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 84,211 $4.17M 0.42% +43,827 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 81,679 $4.05M 1.76% +77,483 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 81,406 $4.03M 1.49% -1,475 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 80,338 $3.98M 0.3% +75,843 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 79,210 $3.92M 1.62% -795 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 78,902 $3.91M 0.48% +1,684 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 77,662 $3.85M 2.32% +45,893 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 77,258 $3.83M 0.01% +27,620 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 75,602 $3.75M 2.67% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 74,263 $3.68M 0.02% +17,865 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 73,554 $3.64M 0.06% +2,316 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 72,985 $3.62M 0.13% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 69,580 $3.45M 0.34% +15,493 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 65,613 $3.26M 0.08% +44,321 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 64,647 $3.2M 1.41% +1,935 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 63,445 $3.14M 0.05% +2,158 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 61,360 $3.04M 0.4% 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 59,915 $2.98M 1.56% -2,571 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 59,682 $2.96M 0.06% +44,049 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 59,006 $2.92M -4,119 Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 58,080 $2.88M 0.71% +2,609 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 57,227 $2.84M <0.01% +1,654 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 51,023 $2.54M 0.75% 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 50,253 $2.49M <0.01% -12,491 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 49,129 $2.43M 0.22% +31,993 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 48,462 $2.4M 0.11% +75 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 48,249 $2.39M 0.1% -13,649 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 47,894 $2.37M 0.47% +13,609 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,590 $2.36M 0.11% -2,777 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 46,516 $2.3M 0.83% +6,462 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 46,309 $2.29M 0.23% -594 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 46,315 $2.29M 0.94% -13,559 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,886 $2.27M 0.07% -27,691 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 45,875 $2.27M 0.82% -9,542 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 45,577 $2.26M 1% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 44,808 $2.22M 0.31% +10,734 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 44,302 $2.2M 0.8% +13,175 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 43,673 $2.16M 2.36% -14,894 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 43,491 $2.15M 1.19% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 42,679 $2.11M 0.15% +6,064 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 42,422 $2.1M 0.07% +14,961 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 42,263 $2.09M 0.37% -6,301 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 41,912 $2.08M 0.1% +545 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 41,390 $2.05M <0.01% -19,920 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 40,316 $2M 0.55% +35,316 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39,548 $1.96M 0.2% +334 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,490 $1.96M 0.04% -22,774 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 39,028 $1.93M 0.7% -1,569 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 38,620 $1.91M 1.01% +5,845 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 38,485 $1.91M 0.02% -7,236 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37,500 $1.86M 0.3% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 37,006 $1.83M 0.11% +16,645 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 35,634 $1.77M 1.84% 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 35,520 $1.76M 0.89% +10,129 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 34,816 $1.73M 1.56% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,788 $1.72M 0.07% +7,409 13F-HR/A Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 34,385 $1.7M 1.36% +11,318 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 34,267 $1.7M <0.01% -2,484 13F-HR/A Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 33,441 $1.66M 1.35% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 32,251 $1.6M 0.41% +9,750 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 31,829 $1.58M 0.45% -2,207 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. 31,392 $1.56M 0.03% +22,494 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 29,946 $1.48M 0.22% -14,267 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 29,110 $1.44M 0.59% +19,620 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 28,556 $1.41M 0.1% -1,059 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 28,336 $1.4M 0.01% +659 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,691 $1.37M 0.04% -305 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 27,674 $1.37M 0.2% +1,883 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 27,625 $1.37M 1.11% -405 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 27,065 $1.34M 0.77% -697 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 26,858 $1.33M 0.12% +5,917 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 26,559 $1.32M 0.49% -9,559 13F-HR Timeline Tradewinds, LLC. 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