SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,469,751 $614M 0.57% +329,618 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,410,895 $110M 11.56% +493,849 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 575,358 $26.2M 0.19% +481,375 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 366,602 $16.7M 6.23% +41,643 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 266,754 $12.2M <0.01% +612 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 252,371 $11.5M 0.02% +1,403 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 244,064 $11.1M 0.06% +145 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 104,952 $5.32M 3.87% +1,853 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,537 $3.93M 0.01% -11,005 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 59,254 $2.7M 0.12% -2,909 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,121 $2.65M 0.01% +8,622 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,900 $2.36M 0.01% +1,211 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 47,752 $2.18M 0.07% +1,562 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 47,658 $2.17M 1.19% +10,466 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 45,051 $2.05M 0.08% +88 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 41,501 $1.89M 0.1% -687 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 34,169 $1.77M 0.63% +5,939 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 38,365 $1.75M 0.22% +1,716 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 34,064 $1.73M 0.03% -933 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 35,619 $1.62M 0.18% -10,967 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,777 $1.59M <0.01% -430,923 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 33,682 $1.53M 0.03% +1,507 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 22,045 $1M <0.01% +4,638 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 21,986 $1M 0.23% +1,028 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,419 $930K <0.01% new 13F-HR Timeline Group Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 18,195 $925K 0.48% -586 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,243 $922K <0.01% +1,206 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 20,226 $921K 0.27% +15,369 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 18,658 $850K 0.41% -130 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,843 $767K <0.01% -671 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,651 $667K 0.01% -67 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,748 $581K 0.01% -3,280 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,422 $475K <0.01% +537 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,372 $472K 0.01% -70 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,175 $372K 0.05% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 7,852 $358K 0.24% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,542 $298K 0.13% +30 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,146 $280K 0.02% -6 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,025 $274K <0.01% -365 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,593 $255K <0.01% +5,358 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,466 $249K <0.01% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,915 $239K 0.03% +43 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,880 $222K <0.01% +59 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,838 $175K 0.13% -535 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,601 $167K 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,581 $163K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,070 $140K 0.07% +2,602 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,878 $126K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,331 $106K 0.09% -10 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,190 $99.8K 0.01% -999 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,577 $71.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,487 $67.7K <0.01% -20 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 445 $20.3K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 265 $12.1K <0.01% +32 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 80 $3.51K <0.01% 0 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49 $2.23K <0.01% -30 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15 $684 <0.01% 0 13F-HR Timeline