LPL Financial LLC More: the full row for LPL Financial LLC 2,267,691 $205M 0.08% -53,643 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,131,076 $193M 0.19% +511,267 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,703,153 $154M 0.01% +23,787 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,288,717 $116M 0.25% -36,812 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 991,445 $89.6M 0.02% -69,688 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 968,521 $87.5M 0.99% -234,754 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 631,944 $57.1M <0.01% +210,701 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 630,468 $57M 1.86% +8,455 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 497,618 $45M 0.05% +23,876 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 425,578 $38.5M 3.68% +371,441 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 403,389 $36.4M 0.52% +20,987 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 399,575 $36.1M 0.01% +37,936 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 386,265 $34.9M 4.16% -6,020 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 375,669 $33.9M 1.22% +17,788 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 367,506 $33.2M 0.07% +103,701 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 326,063 $29.5M 0.23% -5,938 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 293,044 $26.5M 0.04% +8,465 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 291,611 $26.3M 2.21% -11,191 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 287,122 $25.9M 0.01% +27,805 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 276,821 $25M 0.24% +27,802 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 254,230 $23M 1.53% +1,210 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 235,513 $21.3M 0.99% +3,655 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 234,467 $21.2M 0.04% +3,328 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 228,517 $20.6M 3.9% +1,791 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 228,251 $20.6M 4.11% +15,509 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 221,137 $20M 4.11% +4,087 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 206,068 $19.2M 2.38% -7,593 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 206,430 $18.7M 0.26% +7,080 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 203,043 $18.3M 0.1% +4,253 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 202,971 $18.3M 0.01% 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 199,304 $18M 0.05% +8,244 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 185,088 $16.7M 0.03% -11,882 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 175,216 $15.8M 0.59% +937 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 172,848 $15.6M 0.96% -2,067 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 165,131 $14.9M 0.05% +8,999 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 165,033 $14.9M +15,229 Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 151,641 $13.7M 3.69% -2,990 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 141,781 $12.8M 3.51% +4,361 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 138,837 $12.5M 0.83% +1,054 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 135,644 $12.3M 0.67% -13,969 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 133,602 $12.1M 0.02% +14,456 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 130,041 $11.7M 5.56% +4,419 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 120,231 $10.9M 0.03% +97,818 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 118,725 $10.7M 0.01% +17,633 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 117,607 $10.6M 0.14% -1,978 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 115,624 $10.4M 0.01% -4,072 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 113,407 $10.2M 0.65% +14,429 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,271 $9.96M 0.01% +25,550 13F-HR Timeline Group Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 105,810 $9.56M 4.63% -77 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 105,055 $9.49M 1.88% +2,527 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 101,790 $9.43M 4.23% +6,713 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 104,190 $9.41M 2.5% +3,532 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 103,811 $9.38M 2.31% +24,971 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 99,730 $9.01M 4.61% -1,341 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 95,096 $8.59M 0.24% +1,170 13F-HR Timeline Group O'Dell Group, LLC More: the full row for O'Dell Group, LLC 91,019 $8.22M 1.86% +2,097 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 88,410 $7.99M 0.06% +4,992 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 87,045 $7.86M 1.79% +992 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 86,193 $7.79M 0.52% +7,264 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 85,104 $7.69M 0.68% +4,704 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,380 $7.17M 0.01% +4,578 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 79,296 $7.16M +41,650 Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 73,776 $6.67M 1% -2,889 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 72,629 $6.56M 0.02% +4,220 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 70,670 $6.39M 3.58% +1,689 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 70,129 $6.34M 3.76% +7,212 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 68,664 $6.2M 0.89% +1,202 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 69,357 $6.2M 1.48% -307 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,463 $6.19M 0.01% -765 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 66,590 $6.02M 0.77% -2,444 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 65,544 $5.92M 1.5% -882 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 65,402 $5.91M 0.04% +19,735 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 60,696 $5.48M 0.14% +334 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,626 $5.21M 0.05% -1,779 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 55,294 $5M 2.72% -50 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 55,143 $4.98M 2.63% +2,448 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 54,342 $4.91M 1.24% +1,745 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 54,265 $4.9M 0.27% -4,047 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 54,254 $4.9M 0.06% +2,737 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 53,376 $4.82M <0.01% +1,456 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 53,126 $4.8M 0.68% +2,141 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 52,883 $4.78M 0.02% +1,111 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 51,659 $4.67M 2.45% +944 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 51,508 $4.65M 0.09% +1,438 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 51,374 $4.64M 1.96% +124 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 49,798 $4.62M 0.09% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50,759 $4.59M 3.46% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 48,248 $4.51M 0.56% -3,573 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 49,851 $4.5M 0.53% -44,954 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 49,607 $4.48M 0.7% +13,610 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 49,092 $4.44M 0.73% -9,497 13F-HR/A Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 48,634 $4.39M <0.01% -2,704 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 48,406 $4.37M 2.13% +1,668 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 47,803 $4.32M 0.05% +3,433 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 47,159 $4.26M <0.01% +1,000 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 43,656 $3.94M 1.07% +375 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 43,294 $3.91M 0.09% -5,102 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 42,921 $3.88M 1.8% -32,615 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,746 $3.86M 0.12% -2,514 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 41,773 $3.77M 1.8% -949 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 41,268 $3.73M 0.13% +912 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 41,005 $3.7M 0.28% -1,748 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 40,965 $3.7M 0.77% -369 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 40,485 $3.68M 0.89% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 39,492 $3.68M 1.22% +13,270 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,714 $3.59M 0.01% +160 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 38,772 $3.5M 0.67% -1,617 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 38,005 $3.43M 0.36% -4,265 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 36,349 $3.42M 0.19% -7,468 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 36,784 $3.32M 2.26% +1,308 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,099 $3.26M 0.03% +453 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,597 $3.22M 0.01% +429 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 34,806 $3.14M 0.32% -622 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 34,186 $3.09M 0.24% +2,361 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,052 $3.08M <0.01% -27,565 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 33,838 $3.06M 1.75% +226 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 33,687 $3.04M 0.58% +558 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,018 $2.98M 0.05% -743 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,239 $2.82M 0.04% -1,641 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 30,602 $2.76M 0.21% -484 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,932 $2.7M 0.08% +223 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,441 $2.66M 0.2% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 28,416 $2.57M 0.1% +419 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 28,178 $2.55M 0.01% -5,007 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 27,157 $2.45M 1.53% 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 26,898 $2.43M 0.83% -21,688 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 25,413 $2.36M 0.07% +473 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 25,905 $2.34M 0.21% -293 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,322 $2.31M 0.08% +1,123 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,432 $2.3M 0.03% +21,906 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 25,204 $2.28M 0.18% +311 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 24,965 $2.26M 0.29% +3,432 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,659 $2.23M 0.07% +23 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 24,225 $2.19M 0.25% -61 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,037 $2.17M 0.1% -1,527 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 23,630 $2.17M 0.48% +997 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,986 $2.17M <0.01% -2,281 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 23,896 $2.16M 1.16% +6,429 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 22,892 $2.15M 1.22% +2,861 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,492 $2.12M <0.01% -16,457 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 23,132 $2.09M 1.2% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 22,952 $2.07M 0.93% -550 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 21,865 $1.98M 0.24% -63 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 21,786 $1.97M 0.11% +4,113 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 21,719 $1.96M 1.02% +64 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 21,513 $1.94M 0.19% -161,116 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,368 $1.93M 0.1% -301 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 20,774 $1.88M 1.61% +995 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,652 $1.87M 0.12% -588 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 20,428 $1.85M 0.07% -4,415 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,174 $1.82M -12,346 Timeline Copia Wealth Management More: the full row for Copia Wealth Management 19,735 $1.78M 1.7% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 19,620 $1.77M 0.41% +338 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,559 $1.77M 0.14% -10,313 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 19,207 $1.74M 0.14% -110 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 19,107 $1.73M 0.35% -328 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 19,091 $1.72M 0.29% 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,833 $1.7M 0.84% +1,386 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 18,730 $1.69M 0.1% +601 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 18,665 $1.69M 0.39% -178 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,412 $1.66M 0.02% -738 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 18,257 $1.65M 0.47% -186 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 17,686 $1.6M 0.67% -270 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17,130 $1.55M 0.16% -13,122 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,078 $1.54M 0.02% -935 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 16,919 $1.53M 1.2% -188 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 16,815 $1.5M -5,729 Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,225 $1.47M 0.21% +2,934 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 15,576 $1.41M 1.18% +52 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,974 $1.35M 0.04% -305 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,744 $1.33M 0.04% -2,286 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 14,661 $1.32M 0.62% -3,904 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 14,635 $1.32M 0.16% -795 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 14,066 $1.32M 0.68% -783 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 14,554 $1.31M 0.45% -74 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,028 $1.29M 0.02% +1,031 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 14,194 $1.28M 0.2% +1,471 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 14,158 $1.28M 0.28% -176 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 14,157 $1.28M 0.2% +4,367 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,127 $1.28M 0.04% +1,534 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,091 $1.27M 0.04% -791 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 14,141 $1.26M 1.06% 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 13,879 $1.25M 0.41% +77 13F-HR Timeline Friday Financial More: the full row for Friday Financial 13,794 $1.25M 0.86% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,493 $1.22M <0.01% -1,453 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 13,333 $1.2M 0.11% -1,261 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,293 $1.2M 0.03% +392 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,243 $1.2M 0.01% +2,922 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,243 $1.2M 0.01% +2,922 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,234 $1.2M 0.24% +1,500 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,228 $1.2M 0.02% +3,482 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,805 $1.16M 0.08% +102 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,772 $1.15M 0.04% -19 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,595 $1.14M +1,317 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,546 $1.13M 0.01% +6,381 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,541 $1.13M 0.05% +902 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,244 $1.11M 0.49% +2,875 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,236 $1.11M 0.09% +53 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,457 $1.08M 0.07% -3,314 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 11,868 $1.07M 1.09% 13F-HR Timeline