LPL Financial LLC More: the full row for LPL Financial LLC 2,141,893 $245M 0.07% +415,359 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. 959,380 $110M 2.2% +87,792 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 921,854 $105M 0.03% +174,206 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 813,843 $93.1M 0.05% +30,611 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 694,924 $79.5M 2.79% +178,296 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 643,911 $73.7M 7.38% -603,058 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 590,877 $67.6M 0.02% +2,917 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/ 494,770 $56.6M <0.01% +65,335 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 397,236 $44.1M 0.06% -18,302 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 305,459 $34.9M 2.08% +8,673 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 289,633 $33.1M 3.88% +6,531 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 269,802 $30.9M 0.15% +21,861 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 264,358 $30.2M +36,490 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 260,031 $29.7M 0.02% +6,528 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 257,968 $29.5M 0.04% +81,797 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 255,814 $29.3M 0.34% +7,630 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 216,578 $24.8M 0.11% -36 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 192,620 $22M <0.01% +1,943 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 179,539 $20.6M 5.97% +21,757 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 172,007 $19.7M <0.01% +1,007 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 165,478 $18.9M <0.01% +90,971 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 147,911 $16.9M 0.12% +7,357 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 143,935 $16.5M 6.16% +1,114 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 140,706 $16.1M 5.48% +5,499 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 140,572 $16.1M 9.52% -1,683 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 137,642 $15.7M 3.54% +369 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 128,086 $14.7M 1.62% +113,999 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 116,697 $13.4M 1.6% -337 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 96,187 $11M 0.03% +10,569 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 87,584 $10M 0.01% -2,886 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 85,145 $9.74M 4.21% +2,729 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 84,265 $9.64M 0.25% +25,200 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 83,746 $9.58M 0.16% +14,310 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 81,342 $9.31M 6.42% +388 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 78,052 $8.93M 0.02% +10,064 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 76,500 $8.75M 0.01% -33,800 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 73,855 $8.45M +38,985 Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 72,307 $8.27M 1.1% +8,720 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 71,976 $8.23M 0.01% +11,317 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 56,680 $6.48M 0.13% -6,210 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 54,232 $6.2M 0.39% +2,110 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 52,060 $5.96M 0.31% +1,445 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,021 $5.61M 0.14% +887 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,888 $5.59M 0.01% +28,434 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 47,623 $5.45M 0.11% +2,424 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 46,394 $5.31M 0.23% +451 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 45,556 $5.21M 1.25% +4,651 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,552 $4.87M 0.01% +14,466 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 42,499 $4.86M 1.42% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,104 $4.7M -1,522 Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 39,773 $4.55M 2.21% -86,914 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 35,724 $4.09M 3.42% -7,551 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 35,479 $4.06M 2.86% +8,258 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 33,171 $3.79M 0.01% -988 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 32,422 $3.71M 1.68% -2,979 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 32,232 $3.69M +2,664 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,517 $3.49M 0.1% -73 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,281 $3.46M 0.09% +202 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,253 $3.35M 0.01% +1,830 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 29,242 $3.35M 0.19% -1,100 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,687 $3.28M <0.01% -19,743 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,652 $3.28M 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 28,035 $3.21M 0.02% +13,386 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,778 $3.18M 0.22% -2,230 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,716 $3.06M 0.03% +11,690 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 25,453 $2.91M 0.43% +895 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 24,593 $2.81M 0.36% +108 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 24,366 $2.79M 0.78% +133 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 19,572 $2.24M 0.41% +2,515 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 19,290 $2.21M 0.84% +757 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 18,229 $1.99M 2.25% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 16,618 $1.9M 0.15% +4,303 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,275 $1.86M 0.01% +1,663 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 15,065 $1.72M 0.33% -353 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 14,714 $1.68M 0.39% +8,222 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,159 $1.62M 0.1% -36 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,932 $1.6M 0.02% -69 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,610 $1.56M 0.03% +7,903 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 14,174 $1.55M 0.17% -486 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 13,210 $1.51M 0.43% +1,021 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,838 $1.47M <0.01% +213 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,267 $1.3M 0.22% -7,663 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 10,585 $1.22M 0.32% -2,369 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,593 $1.1M 0.92% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,492 $1.09M 0.04% +6,856 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,185 $1.05M 0.01% +9,184 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 8,799 $1.01M 1% -3,247 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,283 $948K 0.02% +988 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,220 $826K 0.01% +2,247 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 7,138 $817K 0.29% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,097 $812K 0.03% +3,214 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,044 $806K 0.09% -254,094 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,768 $774K 0.33% -6,733 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,549 $749K 0.01% +2,905 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,467 $740K <0.01% +4,242 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,355 $727K 0.43% -37 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 6,196 $709K 0.61% -285 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,122 $700K 0.02% +1,129 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,654 $647K 0.06% +1,484 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,322 $609K <0.01% +162 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,655 $533K 0.01% -183 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,418 $505K 0.07% +294 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,378 $500K 0.03% +980 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,246 $486K 0.01% -43,121 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,650 $418K 0.23% -1,513 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,599 $412K <0.01% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,433 $393K 0.38% -757 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,392 $387K <0.01% +2,966 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,381 $387K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,250 $372K 0.01% 0 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,218 $368K 0.21% new 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 3,065 $351K 0.06% +100 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,052 $349K 0.11% -2,377 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,005 $344K 0.03% +724 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 2,987 $342K 0.2% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,770 $317K <0.01% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 2,763 $316K 0.12% -1,114 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,734 $313K 0.03% -287 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,577 $295K 0.01% +281 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,441 $279K 0.13% +65 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,297 $263K 0.01% +178 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,290 $262K 0.23% +1,543 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,255 $258K 0.19% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,172 $248K <0.01% +987 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,154 $246K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,152 $246K <0.01% +40 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,997 $228K <0.01% +368 13F-HR/A Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,962 $224K 0.08% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,900 $217K 0.16% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,875 $214K <0.01% -127 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,635 $187K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,604 $183K 0.04% +931 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,156 $132K <0.01% +38 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,072 $123K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 960 $110K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 769 $88K <0.01% +690 13F-HR/A Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 626 $71.6K 0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 545 $62.3K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 365 $41.8K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 331 $37.9K <0.01% -78 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 300 $34.3K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 284 $32.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 256 $29.3K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 196 $22.4K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 150 $17.2K <0.01% +39 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 145 $16.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 118 $13.5K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 107 $12.2K <0.01% 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 106 $12.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 81 $9.27K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 48 $5.49K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 36 $4.12K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3 $345 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $114 <0.01% 0 13F-HR Timeline