JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,779,580 $1.88B 0.12% +4,065,547 13F-HR/A Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,947,880 $1.24B 1.48% +703 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,347,939 $815M 0.05% +1,232,744 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/ 11,139,193 $555M 0.04% +215,246 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,278,642 $512M 0.15% +901,239 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,417,801 $370M 0.08% +818,206 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,627,564 $231M 0.01% -132,705 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,348,595 $217M 0.07% +236,042 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,102,346 $204M 0.04% +591,642 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,799,980 $189M 0.11% +396,495 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 3,702,687 $185M 0.03% +84,902 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,494,986 $124M 0.02% +30,108 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,259,976 $113M 0.13% +1,005,409 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,163,891 $108M 0.07% +615,683 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,074,342 $103M 0.13% +20,630 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,999,630 $99.4M 15.62% +68,812 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,791,007 $89.2M 0.08% +490,938 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,536,980 $76.6M 0.48% +30,879 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,279,887 $63.8M 0.09% +45,693 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,162,387 $57.9M 3.47% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,066,226 $53.1M 0.04% +129,796 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,032,581 $51.5M 0.01% +942,934 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 950,023 $47.3M 0.22% -116,082 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 939,484 $46.8M 4.47% +363,497 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 797,872 $39.8M 8.04% +54,288 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 773,444 $38.5M 0.01% -337,047 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 732,162 $36.5M 13.54% +92,325 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 691,820 $34.5M 10.1% +10,615 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 631,985 $31.5M 0.08% +199,491 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 593,079 $29.6M 0.08% +60,672 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 587,568 $29.3M 0.14% +68,144 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 580,254 $28.9M 9.28% +55,059 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 576,714 $28.7M 0.26% +33,902 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 527,471 $26.3M 6.37% +79,521 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 517,717 $25.8M 4.89% -340,804 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 453,468 $22.5M 0.32% +112,724 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 425,522 $21.2M 2.55% +12,534 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 424,169 $21.1M 9.66% +30,407 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 416,334 $20.7M 5.15% +66,196 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 375,703 $18.7M 0.48% +47,074 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 363,451 $18.1M 1.95% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 352,183 $17.5M 0.04% +206,907 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 348,551 $17.4M 0.45% +75,556 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 347,266 $17.3M 1.08% +177,707 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 333,489 $16.6M 11.01% +78,241 13F-HR/A Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 329,202 $16.4M 14.41% +8,294 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 326,262 $16.3M 1.98% +24,606 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 324,992 $16.1M +46,240 Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 297,949 $14.8M 3.38% -16,388 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 296,405 $14.8M 0.17% +17,157 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 295,996 $14.7M 0.09% +12,428 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 290,184 $14.5M 0.05% +19,346 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 286,068 $14.3M 0.5% +113,933 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 266,492 $13.3M 2.45% -36,638 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 255,133 $12.7M 8.78% +63,049 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 251,357 $12.5M 0.26% +10,541 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 250,418 $12.5M 1.76% +131,386 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 249,285 $12.4M 5.09% -2,048 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 249,226 $12.4M 0.09% +7,066 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 248,660 $12.4M 0.15% +27,697 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 242,173 $12.1M 6.29% +133,204 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 241,935 $12.1M 1.47% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 240,682 $12M 2.37% -54,275 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 238,875 $11.9M 1.6% +61,789 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 237,047 $11.8M 0.01% +38,866 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 234,189 $11.7M 1.03% +23,700 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 224,313 $11.1M 6.47% +19,993 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 217,774 $10.9M 0.03% +6,475 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 212,370 $10.5M 1.12% +183,634 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 205,806 $10.3M 0.15% +52,578 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 204,357 $10.2M 0.12% +10,651 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 197,718 $9.85M 0.05% +78,706 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 196,350 $9.76M 0.01% -106,783 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 194,240 $9.68M 0.19% -3,273 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 191,976 $9.57M 0.01% -51,649 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 188,823 $9.41M 1.38% -1,067,137 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 187,526 $9.34M 1.04% +37,246 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 186,075 $9.27M 0.42% +33,491 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 180,634 $8.96M 5.46% +1,959 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 177,970 $8.87M 1.67% +2,348 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 173,108 $8.63M 1.65% +6,267 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 169,391 $8.44M 0.19% +7,572 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 167,610 $8.35M 0.13% +14,913 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 161,337 $8.04M 0.18% +151,488 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 161,317 $8.04M 0.21% +16,947 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 154,564 $7.7M 1.5% -3,074 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 153,976 $7.67M 0.01% +5,533 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 153,182 $7.63M 0.01% +5,461 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 152,366 $7.59M 0.01% +13,056 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 152,037 $7.58M 5.69% +50,957 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 150,697 $7.51M 5.13% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 148,296 $7.39M 0.25% +66,275 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 146,545 $7.3M 1.31% +18,005 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 144,233 $7.19M 0.31% -12,788 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 143,600 $7.16M 1.39% -17,396 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 141,464 $7.05M 5.49% +14,529 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 139,564 $6.95M 0.63% +21,446 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 138,262 $6.89M 2.14% -45,247 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 133,868 $6.67M 0.75% +33,698 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 131,453 $6.55M 0.04% +21,859 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 130,866 $6.52M 1.69% +1,279 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 130,066 $6.48M 1.49% +1,294 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 128,203 $6.39M 0.01% -62,756 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 126,558 $6.31M 2.16% +6,715 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 123,983 $6.18M 0.4% -876 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 121,721 $6.07M 0.74% -282 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 119,165 $5.94M 0.12% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 117,594 $5.86M 0.05% -47,637 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 117,009 $5.83M 0.42% -143,954 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 105,778 $5.27M 0.6% +17,289 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 103,141 $5.14M 2.64% +9,452 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 102,598 $5.11M 1.96% -3,579 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 100,498 $5.01M 0.02% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 96,509 $4.81M 1.05% +1,057 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 92,748 $4.62M 0.61% +7,732 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 92,520 $4.61M 1.11% +7,315 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 90,806 $4.52M 3.1% +22,041 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 90,784 $4.52M 1.42% -3,900 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 89,336 $4.45M 2.6% +27,037 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 89,058 $4.44M 0.03% -25,535 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 87,851 $4.38M 0.05% -73,440 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 86,871 $4.33M 0.01% -186,805 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 86,753 $4.32M 0.09% -5,785 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 83,963 $4.18M 0.69% +609 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 83,122 $4.14M 1.17% +37,253 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 83,100 $4.14M 0.5% +5,824 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 83,060 $4.14M 0.93% +15,448 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 81,294 $4.05M 0.1% -172,522 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 80,953 $4.03M 0.15% -107,526 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 75,216 $3.75M 1.28% +12,238 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 75,037 $3.74M 2.01% -6,907 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 75,030 $3.74M 1.68% +110 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 74,354 $3.71M 0.22% +6,355 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 73,289 $3.65M 0.1% -24,738 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 72,120 $3.59M 0.75% -7,079 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 71,704 $3.57M 0.23% -390,097 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 71,484 $3.56M 0.1% +38,667 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 70,703 $3.52M 0.08% +13,365 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 70,160 $3.5M 2.84% +33,465 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 69,047 $3.44M 1.35% +1,340 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 68,899 $3.43M 2.67% +18,154 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 67,744 $3.38M 0.23% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 67,666 $3.37M 0.02% +7,280 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 66,927 $3.34M 0.97% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 62,625 $3.12M 1.55% +8,867 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 62,525 $3.12M 0.17% +29,779 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 61,975 $3.09M 0.28% +50,521 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 56,699 $2.82M 2.48% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 56,182 $2.8M 0.23% +958 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 54,590 $2.72M 0.28% -14,542 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 53,265 $2.65M 0.52% +16,844 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 52,068 $2.59M 0.74% +8,261 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 51,468 $2.56M 0.04% -1,837 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 50,143 $2.5M 1.04% +500 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 48,680 $2.43M 0.03% -970 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 48,602 $2.42M 0.16% -1,262 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 48,286 $2.41M 0.02% -2,102 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 47,944 $2.39M 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 47,398 $2.36M 0.32% +11,071 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 47,065 $2.35M 0.99% +1,136 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 46,201 $2.3M 0.07% +603 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 45,919 $2.29M 0.03% -2,096 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 45,462 $2.27M 1.67% +13,105 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 45,181 $2.25M 0.08% +11,639 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 44,651 $2.22M 0.09% -1,234 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 44,444 $2.21M 0.47% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 44,270 $2.21M 0.7% -5,190 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 43,450 $2.17M 0.05% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 43,193 $2.15M 0.01% +5,122 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 42,823 $2.13M 0.25% +13,598 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 40,563 $2.02M 0.54% -4,322 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 40,109 $2M 0.46% +4,027 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 39,291 $1.96M 0.63% +4,788 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. 38,840 $1.94M 0.04% +3,688 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 38,622 $1.92M 0.92% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 38,337 $1.91M 0.84% +5,040 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 37,862 $1.89M 0.03% +19,096 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 37,797 $1.88M <0.01% +5,895 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37,500 $1.87M 0.27% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 37,084 $1.85M 0.06% +4,539 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 37,022 $1.84M 0.6% -9,304 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 35,120 $1.75M 0.15% -10,760 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 34,856 $1.74M 1.02% +2,471 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 34,850 $1.74M 0.42% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 34,676 $1.73M <0.01% +1,962 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 34,607 $1.72M 2.03% +8,998 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,314 $1.71M 0.01% +3,034 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 33,684 $1.68M 0.66% +6,162 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 33,135 $1.65M 0.04% +9,966 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 32,761 $1.63M 0.1% +912 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 32,678 $1.63M <0.01% +11,399 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 32,584 $1.62M 0.24% +723 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 32,503 $1.62M 0.18% +5,992 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 32,443 $1.62M 0.05% +23,184 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 32,403 $1.61M 0.03% -5,270 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,026 $1.55M 0.01% +8,696 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 30,905 $1.54M 0.02% -394 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,901 $1.54M 0.02% +2,515 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,145 $1.5M 0.01% -17,693 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 29,786 $1.48M 0.73% -413 13F-HR Timeline