ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,309,377 $42.2M 0.01% -37,189 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 760,502 $24.5M 0.03% -62,658 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 483,136 $15.6M 1.11% +23,967 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 405,138 $13.4M 5.58% +29,491 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 373,258 $12M 0.26% +186 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 337,631 $10.9M 0.03% +108,666 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 289,390 $9.31M 0.06% +15,858 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 286,716 $9.24M 5.14% -404 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 253,490 $8.16M 0.29% +8,197 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 196,138 $6.32M 0.48% -18,437 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 151,547 $4.88M 1.77% +11,399 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 133,736 $4.31M 0.47% +5,796 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 132,967 $4.28M 0.19% +2,293 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 130,696 $4.21M 0.01% new 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 128,723 $4.15M 1.48% +3,726 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 114,299 $3.68M 0.83% -1,520 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 113,302 $3.65M <0.01% +2,829 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 103,913 $3.35M <0.01% +18,269 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 102,487 $3.3M 0.55% +55,917 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 66,586 $2.14M 0.71% +7,524 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 64,185 $2.07M <0.01% -19,495 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 57,872 $1.86M 0.9% +1,118 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 50,162 $1.62M 0.06% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,560 $1.34M <0.01% -4,248 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 39,920 $1.29M 0.1% new 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 24,582 $792K <0.01% new 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 22,510 $725K 0.59% -1,564 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,888 $673K 0.01% +1,494 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,429 $561K 0.01% -23,922 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,934 $513K <0.01% +59 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,586 $502K 0.01% +930 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,713 $442K 0.02% -865 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. 13,016 $420K 0.01% -2,152 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 12,874 $415K 0.12% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,500 $370K 0.11% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,851 $350K 0.03% +1,113 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,598 $341K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,745 $282K 0.01% -7,845 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,326 $268K 0.03% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,119 $234K 0.03% -6,778 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,111 $229K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,794 $219K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,378 $44.4K <0.01% +899 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 400 $12.6K <0.01% new 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 193 $6.22K <0.01% -85,540 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 165 $5.3K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $1.61K <0.01% 0 13F-HR Timeline