SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,840,416 $721M 0.64% -629,335 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,653,233 $149M 12.33% +242,338 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 652,788 $36.7M 0.23% +77,430 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 400,776 $22.5M 6.75% +34,174 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 263,267 $14.8M <0.01% -3,487 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 247,867 $13.9M 0.02% -4,504 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 227,454 $12.8M 0.06% -16,610 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 98,882 $5.38M 3.8% -6,070 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 83,333 $4.58M 0.01% -1,204 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 64,659 $3.63M 0.06% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,588 $3.35M 0.01% +1,467 13F-HR/A Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 55,153 $3.1M 1.54% +7,495 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 54,631 $3.07M 0.12% -4,623 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,916 $2.8M 0.04% +16,234 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,709 $2.68M 0.01% -4,191 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 41,413 $2.33M 0.11% -88 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 40,371 $2.23M 0.01% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 38,729 $2.17M 1.01% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 38,579 $2.14M 0.7% +4,410 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 36,093 $2.03M 0.22% -2,272 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 32,371 $1.82M 0.17% -3,248 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 27,813 $1.5M 0.02% -6,251 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 22,474 $1.26M 0.32% +2,248 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 21,269 $1.19M <0.01% -776 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 20,915 $1.17M 0.24% -1,071 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 17,665 $992K 0.32% -993 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 17,166 $964K 0.45% -1,029 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,564 $874K <0.01% -19,213 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,241 $856K <0.01% -1,602 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,187 $853K 0.01% +536 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,753 $828K <0.01% -5,490 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,725 $771K 0.01% +977 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,701 $545K <0.01% -671 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 7,816 $439K 0.25% -36 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,752 $435K <0.01% -2,670 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,539 $423K 0.05% -636 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 7,190 $404K 0.15% +648 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,025 $338K <0.01% 0 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,997 $337K 0.02% -149 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,684 $319K <0.01% +91 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,492 $308K 0.03% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,880 $274K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,475 $251K <0.01% -15,944 13F-HR Timeline Group Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 4,285 $241K 0.1% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,935 $221K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,928 $221K <0.01% +347 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,926 $220K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,864 $217K 0.04% +263 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,754 $211K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,701 $208K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,633 $204K <0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,560 $200K 0.12% -278 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,750 $154K 0.01% +1,173 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,677 $150K <0.01% -201 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,342 $132K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,173 $122K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,138 $120K 0.06% -193 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,461 $82K <0.01% -26 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,434 $80.5K 0.05% -1,636 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,330 $74.7K <0.01% new 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,393 $71.1K 0.02% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,118 $62.8K <0.01% new 13F-HR Timeline Group TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 541 $30.4K 0.03% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 429 $24.1K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 342 $19.2K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 265 $14.9K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 230 $12.5K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 213 $12K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 205 $11.5K <0.01% -44,846 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 80 $4.43K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49 $2.75K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 37 $2.08K <0.01% new 13F-HR Timeline