RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 181,604 $6.95M <0.01% +9,276 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 179,752 $6.88M 0.01% +8 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 170,134 $6.51M 0.18% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 166,495 $6.37M 0.03% +125,388 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 152,413 $5.83M <0.01% new 13F-HR/A Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 73,037 $2.79M 1.35% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 64,859 $2.48M 0.05% -3,444 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 41,895 $1.6M <0.01% +4,964 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 41,644 $1.59M <0.01% +27,692 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/ 39,314 $1.5M <0.01% -5,433 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 37,170 $1.42M 0.09% -1,444 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 32,250 $1.23M 0.64% +484 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 27,532 $1.05M 0.02% 0 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 20,565 $787K 0.45% -1,840 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,728 $449K <0.01% -716 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,234 $353K 0.03% -224 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,945 $342K <0.01% new 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. 8,449 $323K 0.01% +7 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,765 $297K <0.01% -1,843 13F-HR Timeline Envestnet Portfolio Solutions, Inc. in group ENVESTNET ASSET MANAGEMENT INC More: the full row for Envestnet Portfolio Solutions, Inc. 7,044 $270K <0.01% new 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,841 $262K 0.13% -2,375 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,595 $252K <0.01% +592 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,956 $228K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 785 $30K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 488 $18.7K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 468 $18K <0.01% +428 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119 $4.55K <0.01% 0 13F-HR/A Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 111 $4.25K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 97 $3.71K <0.01% 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 72 $2.75K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $842 <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $39 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $31 <0.01% -3 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.