MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,500,191 $71.6M <0.01% +188,437 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,151,515 $55M 0.01% +258,950 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,142,670 $54.5M 0.02% -2,637 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 938,500 $44.8M <0.01% +7,423 13F-HR/A Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 715,226 $34.1M 5.22% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 695,374 $33.2M 7.06% -9,086 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 662,814 $31.6M 0.01% +12,250 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 639,952 $30.5M 0.03% -21,457 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 589,700 $28.1M 3.71% -670 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 469,168 $22.2M 0.03% +32,825 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 438,726 $20.9M <0.01% +54,351 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 361,454 $17.2M 0.02% +25,208 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 355,997 $17M 10.2% +6,232 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 349,796 $16.7M 0.01% -393 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 346,835 $16.6M <0.01% +19,362 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 288,409 $13.8M <0.01% -59,376 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 262,151 $12.5M 0.03% -2,352 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 245,107 $11.7M 0.06% +23,104 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 241,011 $11.5M 0.28% +8,129 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 231,765 $11.1M 1.16% -12,466 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 228,478 $10.9M 0.01% -2,812 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 174,950 $8.35M 0.01% -2,584 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 172,859 $8.25M 0.11% -2,225 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 171,742 $8.2M 0.01% +149,322 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 156,509 $7.47M 0.02% -4,805 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 147,430 $7.04M 0.01% -17,470 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 145,209 $6.93M 1.47% -37,503 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 140,775 $6.72M 2.52% -1,229 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 131,128 $6.27M 0.01% -3,513 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 116,904 $5.58M 0.18% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 108,589 $5.18M 1.2% -533 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 107,695 $5.14M 0.01% +5,009 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 98,150 $4.68M 1.26% -50,998 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,513 $4.56M 0.03% -12,346 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 90,982 $4.34M <0.01% -2,162 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 90,695 $4.33M 0.17% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 88,083 $4.2M 0.01% +66,703 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 79,264 $3.78M 0.88% -2,160 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 78,619 $3.66M 0.05% -310 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 67,287 $3.21M 0.73% -2,060 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 66,397 $3.17M 0.13% +4,508 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,732 $3.16M 0.08% -2,190 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 65,436 $3.12M 0.53% +1,527 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 62,603 $2.99M 1.06% +117 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,859 $2.81M <0.01% -7,500 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 55,360 $2.64M 0.01% -1,360 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 54,231 $2.59M 0.1% -416 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 52,438 $2.5M 1.69% +2,517 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,433 $2.45M 0.01% +2,130 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 50,861 $2.43M 0.2% -736 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 50,000 $2.39M <0.01% -11,272 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 46,383 $2.21M 0.04% +18,751 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 46,129 $2.2M 0.3% -756 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,375 $2.12M 0.04% -1,747 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 44,154 $2.11M 0.09% -785 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,624 $2.03M 0.03% -871 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 41,902 $2M 0.5% -247 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 40,171 $1.92M 0.01% +7,355 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 39,580 $1.89M <0.01% +700 13F-HR Timeline Group RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 39,402 $1.88M 0.61% -693 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 37,166 $1.77M 0.05% -550 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 37,075 $1.77M 0.03% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 36,090 $1.72M <0.01% +2,427 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 34,760 $1.66M <0.01% +15,879 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,758 $1.66M <0.01% +2,980 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,157 $1.63M <0.01% +4,071 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 33,980 $1.62M 0.03% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 33,405 $1.59M 0.06% +6 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 31,475 $1.5M 0.09% -458 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 30,985 $1.48M 0.17% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 30,790 $1.47M 0.11% -80 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 29,056 $1.39M 0.08% +6 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 28,809 $1.39M 0.1% -731 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,521 $1.36M <0.01% +7,931 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 27,911 $1.33M 0.06% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,564 $1.32M 0.13% -93 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 26,765 $1.28M 0.04% new 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 26,749 $1.28M 0.11% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,988 $1.19M <0.01% -2,680 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,829 $1.18M <0.01% +6,412 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 24,739 $1.18M 0.07% -102 13F-HR Timeline American Trust More: the full row for American Trust 24,257 $1.16M 0.1% +698 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,152 $1.15M <0.01% +14,989 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 24,146 $1.15M 0.66% -7,628 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,977 $1.14M <0.01% +234 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 23,694 $1.13M 0.22% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 23,211 $1.11M 0.28% +10 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,418 $1.07M 0.06% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 22,291 $1.06M 0.19% -3,137 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,954 $1.05M 0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 21,325 $1.02M 0.03% -820 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,000 $1.01M 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,828 $994K 0.01% -540 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 20,787 $992K 0.26% -30 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 19,886 $949K 0.02% +5 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 19,722 $941K 0.01% +17 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,518 $931K 0.01% -278 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 18,435 $880K 0.1% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 18,358 $876K 0.08% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 18,300 $873K 0.49% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 18,253 $871K 0.32% +485 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,069 $862K <0.01% +4,579 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,940 $856K <0.01% -7,080 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 17,841 $851K 0.16% -795 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,433 $832K 0.11% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,256 $823K 0.01% 0 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,064 $814K 0.11% +624 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 16,959 $809K 0.12% +11,266 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,499 $787K 0.04% -624 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,473 $786K 0.02% -723 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,407 $783K 0.01% -635 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 15,298 $746K <0.01% +7,737 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 15,518 $741K 0.35% 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 14,864 $709K 0.23% +8 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,622 $698K 0.03% -104 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 14,431 $689K 0.53% -361 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,370 $686K 0.01% 0 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 14,170 $676K 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,634 $651K 0.01% -129 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,304 $635K <0.01% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,198 $630K 0.06% +13 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,166 $628K 0.01% -2,089 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,045 $623K 0.12% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,041 $622K 0.01% +1 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,863 $614K <0.01% -482 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,199 $582K 0.08% +11 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,199 $582K 0.05% +11 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,861 $566K 0.01% -510 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 11,663 $557K <0.01% +945 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 11,538 $551K 0.05% -171 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,244 $535K 0.02% +1,164 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,013 $526K <0.01% -3,074 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,933 $522K <0.01% -685 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,922 $521K 0.03% -65 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,850 $518K <0.01% +9,265 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,632 $511K 0.08% -20,889 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,591 $505K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,579 $505K <0.01% 0 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,400 $496K 0.15% -10,401 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,355 $494K 0.07% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,008 $478K 0.03% +1,583 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 10,000 $477K 0.18% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,996 $477K 0.1% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,750 $465K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,736 $465K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,720 $464K 0.01% +8,970 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,380 $448K 0.04% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,365 $447K <0.01% +1,006 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,341 $446K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,119 $435K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,000 $430K 0.02% -33,658 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 8,992 $429K 0.29% +201 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,535 $407K 0.01% +83 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. 8,460 $404K 0.01% -25 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 8,432 $402K 0.03% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,280 $395K <0.01% 0 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,254 $394K 0.27% +986 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,195 $391K 0.01% +5 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,145 $389K 0.06% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,777 $371K 0.06% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,604 $363K 0.02% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,540 $360K 0.09% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,532 $359K <0.01% +809 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,499 $358K <0.01% -7,500 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,353 $351K 0.09% +2 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,331 $350K 0.12% 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 7,306 $349K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,229 $345K 0.05% +763 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,189 $343K 0.01% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,511 $341K 0.15% +152 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,152 $341K 0.03% -1,135 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,905 $330K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,778 $323K <0.01% +443 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,742 $322K <0.01% +3 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,737 $321K 0.02% +1,782 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,677 $319K <0.01% +5 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,605 $315K 0.01% +50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,610 $315K 0.01% +760 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,575 $314K 0.15% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,140 $293K 0.01% +302 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,063 $289K 0.01% -1,123 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,829 $278K <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,742 $274K <0.01% -62 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,607 $268K 0.07% -357 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,565 $266K 0.07% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,440 $260K 0.09% +5 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,427 $259K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,395 $257K 0.01% +79 13F-HR Timeline Group D. E. 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