LPL Financial LLC More: the full row for LPL Financial LLC 2,566,796 $270M 0.07% +178,458 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. 1,099,809 $116M 2.1% +64,245 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,032,466 $108M 0.03% +90,986 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 946,484 $99.4M 3.19% +171,852 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 865,518 $90.9M 0.05% -121,793 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 834,469 $87.6M 0.05% +48,776 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 498,419 $52.3M 0.01% -16,652 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/ 443,414 $46.6M <0.01% -112,220 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 384,167 $40.3M 0.43% +379,512 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 368,087 $38.7M 0.06% +8,544 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 353,832 $37.2M 8.39% +56,368 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 342,865 $36M 1.77% +37,799 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 313,720 $32.9M 3.52% +12,373 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 293,441 $30.8M 0.11% +88,832 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 290,201 $30.5M 0.23% +15,990 13F-HR Timeline Group Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 267,827 $28.1M 16.62% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 265,404 $27.9M 0.04% -739 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 181,539 $19.1M -93,209 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 179,874 $18.9M 0.09% -29,500 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 164,538 $18.8M 0.12% +10,999 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 178,840 $18.8M <0.01% -33,678 13F-HR/A Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 157,237 $17.7M 9.74% +13,751 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 162,500 $17.1M 0.01% +45,700 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 151,561 $15.9M 0.04% +20,741 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 151,015 $15.9M 1.97% +4,436 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 136,245 $14.3M 1.56% +3,993 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 134,640 $14.1M 3.17% -1,762 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 129,906 $13.6M <0.01% -37,637 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 119,170 $12.7M 1.57% +38,345 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 111,216 $11.7M 4.01% +60,300 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 106,142 $11.1M 0.18% +56,517 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 99,109 $10.4M 0.15% -5,579 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,220 $9.58M 0.01% -5,420 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 88,494 $9.29M <0.01% -99,885 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 88,035 $9.25M 3.86% +1,999 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 86,224 $9.06M 1% -28,916 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 83,377 $8.76M 5.8% +823 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 81,038 $8.51M 3.37% -48,036 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 76,753 $8.06M 5.7% +1,754 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 66,111 $6.94M 5.06% -11,857 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 61,709 $6.48M 0.13% -3,430 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,049 $6.41M 0.01% +1,083 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 60,370 $6.34M 0.02% +7,434 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 59,798 $6.28M 3.18% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 56,735 $5.96M 0.37% +2,006 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 55,528 $5.83M 1.31% +4,701 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 47,437 $4.98M 0.03% +4,505 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 44,274 $4.65M +2,420 Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 44,091 $4.63M 3.3% +8,009 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 40,473 $4.25M 0.19% -5,649 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 37,693 $3.97M 2.59% +1,279 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 33,898 $3.56M 0.9% -6,775 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 31,615 $3.49M 0.2% +1,582 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,705 $3.44M 0.01% +704 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,214 $3.38M 0.02% +10,321 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,021 $3.36M 0.01% -324 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 29,002 $3.05M 0.07% -665 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 28,905 $3.04M 0.54% +3,843 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,409 $2.98M 0.02% +15,905 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,788 $2.92M 0.08% -2,647 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 27,113 $2.85M 0.15% -1,227 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 25,184 $2.65M 0.3% +438 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 24,144 $2.54M 1.08% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,471 $2.26M 0.09% -947 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,456 $2.25M <0.01% -33,872 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 21,147 $2.22M 0.84% +1,804 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,477 $2.15M 0.01% -69,821 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,441 $2.15M 0.05% +11,491 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 19,855 $2.09M 0.09% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,852 $2.09M 0.3% +1,350 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 18,361 $2.07M 0.14% -6,229 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 19,645 $2.06M 0.01% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 19,575 $2.06M 0.95% -417 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,390 $1.93M <0.01% -9,550 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 17,492 $1.84M 0.8% -2,688 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,077 $1.79M 0.14% +325 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 16,963 $1.78M 0.4% +1,264 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 16,290 $1.71M 0.63% -1,161 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 16,214 $1.7M 0.47% -6,988 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 16,003 $1.68M 0.28% -3,758 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 14,203 $1.63M 0.16% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 15,284 $1.61M 0.48% +893 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,840 $1.56M 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,580 $1.53M 0.02% +401 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,172 $1.49M 0.04% +28 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,014 $1.47M 0.05% +779 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,697 $1.44M <0.01% +245 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,100 $1.38M 0.03% +3,019 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,798 $1.24M 0.05% +1,641 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,907 $1.22M <0.01% +3,285 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 11,529 $1.21M 0.01% +1,626 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,220 $1.07M 0.04% new 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,605 $1.01M 0.81% +5 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,560 $1M 0.59% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,514 $999K 0.09% -6,469 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 8,772 $921K 0.95% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,734 $917K 0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,727 $917K <0.01% -2,277 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,596 $903K <0.01% -6,470 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,206 $757K 0.25% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,667 $639K 0.08% +735 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,022 $632K 0.13% -15,992 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,432 $630K 0.28% -7,018 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,757 $605K 0.46% -443 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,517 $580K 0.31% +130 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,393 $566K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,320 $559K <0.01% +1,721 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,168 $543K 0.05% +323 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,849 $509K 0.02% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,442 $503K 0.11% +125 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,382 $460K 0.2% +1,885 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,212 $442K <0.01% new 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,121 $433K 0.06% -105 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,046 $425K 0.01% +1,053 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,032 $423K <0.01% -18,870 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 3,946 $414K 0.01% -530 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,886 $408K 0.01% +10 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,772 $396K 0.01% +498 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,728 $392K 0.19% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,728 $392K 0.2% +41 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,179 $334K 0.1% -134,674 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,173 $333K <0.01% new 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,166 $333K 0.16% +92 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,144 $330K 0.01% -47,254 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,054 $321K 0.02% -11 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,905 $305K <0.01% 0 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 2,892 $304K 0.04% -173 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,843 $299K 0.09% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,770 $291K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,703 $284K <0.01% -1,552 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,477 $260K 0.01% +306 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,393 $251K <0.01% -29 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,221 $250K 0.01% -1,093 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,360 $248K 0.03% +50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,297 $241K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,293 $241K 0.2% +2 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,255 $237K <0.01% -17 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 2,201 $231K <0.01% +319 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,193 $230K 0.09% -93 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,172 $228K 0.02% -193 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,161 $227K 0.19% +246 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,126 $223K 0.05% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,090 $220K 0.11% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,059 $216K 0.01% +246 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,021 $212K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,952 $205K <0.01% +22 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,926 $202K 0.04% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,540 $162K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,509 $158K <0.01% new 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 1,449 $152K 0.04% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,429 $150K 0.03% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,367 $144K 0.01% -8,228 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,072 $113K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,041 $109K <0.01% -10 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 853 $89.6K 0.06% -232 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 757 $79.5K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 780 $79.2K <0.01% +209 13F-HR/A Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 626 $65.8K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 574 $60.9K <0.01% +468 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 532 $55.9K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 453 $47.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 425 $45.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 365 $38.3K <0.01% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 341 $35.8K 0.01% -2,013 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 341 $35.8K 0.01% -9 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 307 $32.2K <0.01% -840 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 300 $31.5K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 293 $30.8K 0.01% +160 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 263 $27.6K <0.01% +233 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 241 $25.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 226 $23.7K <0.01% +101 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 202 $21.2K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 195 $20.5K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 84 $8.82K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 81 $8.51K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 59 $6.2K <0.01% 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 50 $5.9K <0.01% -700 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 $5.04K <0.01% 0 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 41 $4.32K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37 $3.93K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 36 $3.78K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 33 $3.47K <0.01% -17,537 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 19 $2K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4 $420 <0.01% -103 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $105 <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $105 <0.01% 0 13F-HR Timeline