GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,192 $227K 0.01% +60 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,177 $225K 0.12% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,175 $224K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,174 $224K <0.01% -68 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,162 $222K <0.01% +730 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,145 $218K <0.01% +294 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,124 $214K <0.01% +199 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,120 $214K <0.01% -39,767 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,105 $211K 0.03% +35 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,092 $208K 0.01% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,092 $208K 0.05% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,082 $206K 0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,075 $205K 0.01% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,061 $202K 0.03% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,060 $202K <0.01% -46 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $191K 0.02% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 953 $182K <0.01% -119 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 924 $176K <0.01% -60 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 912 $174K 0.12% -4 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 899 $171K <0.01% -608 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 884 $169K <0.01% -236 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 727 $139K <0.01% +23 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 708 $135K 0.02% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 685 $131K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 673 $128K <0.01% +171 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 606 $116K <0.01% -1,043 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 565 $108K <0.01% +112 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 560 $107K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 517 $98.6K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 469 $89.5K <0.01% +77 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 448 $85.5K 0.01% +289 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 405 $77.3K <0.01% -52 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 370 $70.6K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 358 $68.3K <0.01% +107 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 352 $66.9K <0.01% -330 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 333 $63.5K <0.01% -167 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 320 $61K 0.09% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 301 $57.4K <0.01% -35 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 277 $52.9K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 269 $51.3K <0.01% -62 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 268 $51K <0.01% -150 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 265 $50.6K <0.01% -205 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 261 $49.8K <0.01% -34 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 260 $49.6K <0.01% new 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 258 $49.2K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 247 $47.1K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 233 $46.5K <0.01% +200 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 134 $39.7K <0.01% +92 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 198 $37.6K <0.01% -232 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 195 $37.2K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 180 $34.3K 0.02% -5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 160 $31.9K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 163 $31.1K <0.01% -3 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 156 $29.8K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 154 $29.4K new Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 155 $29K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $28.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 145 $27.7K <0.01% +91 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 145 $27.7K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 104 $19.8K <0.01% +61 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 102 $19.5K <0.01% +67 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 102 $19.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 101 $19.3K <0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $19.1K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $19.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 100 $19.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 96 $19K 0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 94 $17.9K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 94 $17.9K <0.01% +33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36 $17.2K <0.01% -29 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 79 $15K <0.01% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 70 $13.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $12.8K <0.01% -13 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 63 $12K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 63 $12K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 60 $11.4K <0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 57 $11.4K <0.01% -5 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 60 $11K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 55 $10.5K <0.01% -24 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 52 $9.92K <0.01% -11 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 50 $9.54K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 50 $9.54K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $9.54K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 48 $9.31K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 46 $8.78K <0.01% +39 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 43 $8.21K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 42 $8.01K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 33 $6.3K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 33 $6.3K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 32 $6.11K <0.01% +25 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 31 $5.92K <0.01% +29 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 31 $5.92K <0.01% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 25 $4.77K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 22 $4.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26 $4K <0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 20 $3.82K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 20 $3.82K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 20 $3.82K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 20 $3.82K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 20 $3.82K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $3.63K <0.01% -40 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17 $3.24K <0.01% +2 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15 $2.86K <0.01% +2 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 15 $2.86K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 15 $2.86K <0.01% -199 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15 $2.86K <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 14 $2.67K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $2.48K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $2.48K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11 $2.1K <0.01% +9 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 11 $2.1K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.91K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10 $1.91K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10 $1.91K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $1.91K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8 $1.53K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7 $1.34K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $1.15K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6 $1.15K <0.01% +4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5 $1.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $1K <0.01% new 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5 $954 <0.01% -70 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5 $954 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $954 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $764 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $764 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $764 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $763 <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $572 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2 $382 <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $382 <0.01% -6 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2 $382 <0.01% -19 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1 $191 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $191 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $191 <0.01% -71 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $191 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $191 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $191 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1 $191 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1 $191 <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $191 <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1 $191 <0.01% 0 13F-HR Timeline 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.