CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,589,753 $215M 0.16% +458,677 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,503,284 $208M 0.08% +235,593 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,760,292 $146M 0.01% +57,139 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,267,568 $105M 0.23% -21,149 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,035,318 $85.9M 0.92% +66,797 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 984,515 $81.6M 0.02% -6,930 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 729,906 $60.6M <0.01% +97,962 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 639,123 $53M 1.78% +8,655 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 453,264 $37.6M 3.17% +27,686 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 397,598 $33M 4.02% +11,333 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 360,275 $29.9M 1.06% -15,394 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 350,027 $29.1M 0.04% +234,403 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 322,481 $26.8M 0.03% -175,137 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 322,066 $26.7M 0.23% -3,997 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 298,242 $24.8M 0.01% +11,120 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 298,116 $24.7M 2.02% +6,505 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 294,599 $24.5M 0.01% -104,976 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 286,573 $23.8M 0.05% -80,933 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 271,300 $22.5M 1.46% +17,070 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 263,125 $21.8M 0.3% -140,264 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 261,030 $21.7M 0.03% -32,014 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 254,287 $21.1M 0.04% +19,820 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 237,710 $19.7M 0.95% +2,197 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 233,499 $19.4M 3.81% +5,248 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 230,598 $19.1M 0.18% -46,223 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 229,505 $19M 3.7% +988 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 226,441 $18.8M 0.01% +23,470 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 224,039 $18.6M 3.91% +2,902 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 191,333 $17.3M 2.09% -14,735 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 201,283 $16.7M 0.05% +1,979 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 185,192 $15.4M 0.09% -17,851 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 179,669 $14.9M 0.91% +6,821 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 173,290 $14.4M 0.04% +8,159 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 173,233 $14.4M 0.02% -11,855 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 169,260 $14M 0.57% -5,956 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 164,594 $13.7M 3.66% +12,953 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 159,856 $13.3M 0.01% +41,131 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 154,106 $12.8M -10,927 Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 145,139 $12M 3.21% +3,358 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 137,352 $11.3M 0.01% +27,081 13F-HR/A Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 131,164 $10.9M 5.45% +1,123 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 126,762 $10.5M 0.15% -79,668 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 125,465 $10.4M 0.02% -8,137 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 129,703 $10.1M 0.57% -5,941 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 120,879 $10M 0.76% -17,958 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 119,355 $9.91M 0.11% +1,748 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 118,871 $9.87M 0.04% +65,988 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 113,940 $9.46M 0.02% -6,291 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 105,782 $8.78M 1.72% +727 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 104,305 $8.66M 6.41% -1,505 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 100,208 $8.32M 4.02% -1,582 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 95,028 $7.89M 1.51% +89,822 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 91,658 $7.61M 0.2% -3,438 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 90,177 $7.48M 0.49% +3,984 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 87,417 $7.26M 1.88% -3,602 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 87,166 $7.23M 0.11% +45,898 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,071 $7.06M 0.05% -3,339 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 84,958 $7.05M 1.53% -2,087 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 84,173 $6.99M 0.61% -931 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,087 $6.56M 0.01% -293 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,419 $6.34M 0.02% +3,790 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 75,244 $6.25M -4,052 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 76,009 $6.12M 0.18% +50,596 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 73,020 $6.06M 0.89% +4,356 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 72,363 $6.01M 0.95% -1,413 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 71,038 $5.9M 3.2% +368 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 70,577 $5.86M 3.63% +448 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 69,837 $5.8M 0.01% +1,374 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 66,435 $5.51M 0.03% +1,033 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 69,908 $5.45M 1.29% +551 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 63,995 $5.31M 1.35% -1,549 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 62,228 $5.16M 0.05% +4,602 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 60,642 $5.03M 0.06% +6,388 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 58,254 $4.84M 2.52% +3,111 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 57,885 $4.8M 0.65% -8,705 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 55,793 $4.63M 2.63% +499 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 55,418 $4.6M 0.05% +7,615 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 54,036 $4.49M 2.37% +2,377 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 53,726 $4.46M 0.57% +600 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 49,872 $4.45M 0.09% +74 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 53,348 $4.43M 3.3% +2,589 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 52,596 $4.37M 0.71% +3,504 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52,553 $4.36M 0.11% -8,143 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 52,484 $4.36M 0.27% -1,781 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 52,075 $4.32M 0.08% +567 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 52,013 $4.32M <0.01% -1,363 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 51,434 $4.27M 1.84% +60 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 50,853 $4.22M 1.02% +7,197 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 46,549 $4.21M 1.37% +7,057 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 50,420 $4.18M 0.51% +2,172 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 47,495 $3.94M 0.6% -2,112 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 47,471 $3.94M 1.92% +4,550 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 47,159 $3.91M <0.01% 0 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 46,003 $3.82M 0.12% +33,462 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45,855 $3.81M <0.01% -2,779 13F-HR/A Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 44,966 $3.73M 1.9% -3,440 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 42,801 $3.55M 0.37% +4,796 13F-HR/A Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 41,220 $3.42M 2.39% +4,436 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 41,205 $3.42M 1.71% -568 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 40,900 $3.39M 0.28% +6,714 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,744 $3.3M 0.01% +30 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 39,126 $3.25M 0.62% +354 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 39,119 $3.25M 0.91% -15,223 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 39,196 $3.19M 0.26% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 37,653 $3.13M 0.71% -2,832 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 37,183 $3.09M 0.07% -6,111 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 37,151 $3.08M 0.33% +15,638 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,522 $2.95M 0.02% -577 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,447 $2.86M <0.01% +395 13F-HR/A Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34,365 $2.85M 0.61% -6,600 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,959 $2.82M 0.01% -1,638 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 33,880 $2.81M 0.32% -15,971 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 33,276 $2.76M 1.6% -562 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 32,483 $2.7M 0.2% -8,522 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,429 $2.61M 0.07% +1,497 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 31,400 $2.61M 0.36% +9,535 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 31,201 $2.58M 0.09% +5,879 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 30,935 $2.57M 0.23% +1,494 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 30,589 $2.54M 0.2% -13 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 30,516 $2.53M 1.47% +7,384 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,341 $2.52M 0.03% -898 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 29,155 $2.42M 0.16% -84,252 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 27,793 $2.31M 0.09% -623 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,754 $2.3M 0.1% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 26,756 $2.22M 0.79% -142 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 26,176 $2.17M 0.01% -2,002 13F-HR Timeline Group Oak Root LLC More: the full row for Oak Root LLC 25,994 $2.16M 0.29% +1,029 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 25,584 $2.12M 0.18% -321 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 25,533 $2.12M 0.17% +329 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,203 $2.01M 0.09% +166 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,960 $1.99M 0.06% -699 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,753 $1.97M 0.03% +10,525 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 22,643 $1.88M 1.1% -249 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 22,559 $1.87M 0.85% -393 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 22,350 $1.86M 0.19% -12,456 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 21,557 $1.79M 0.96% -162 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 21,263 $1.76M 1.57% +489 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,102 $1.75M 0.08% -266 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 20,931 $1.74M 1.61% +1,196 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,621 $1.71M 0.24% +4,396 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,318 $1.69M <0.01% -3,668 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20,045 $1.66M 0.13% +486 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 19,996 $1.66M 0.68% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 20,345 $1.64M 0.65% +8,101 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 19,673 $1.63M 0.06% -755 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 19,015 $1.58M 0.78% +182 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 18,943 $1.57M 0.31% -164 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 18,896 $1.57M 0.02% +1,818 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 18,875 $1.57M 0.26% -216 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 18,585 $1.54M 0.16% +1,455 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 18,542 $1.54M 0.78% -5,354 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,351 $1.52M 0.02% -14,667 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 18,347 $1.52M 0.37% -1,273 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,231 $1.51M 0.02% -181 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 18,007 $1.49M 0.31% -658 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 17,987 $1.49M 0.41% -270 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,955 $1.49M <0.01% +4,462 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 17,752 $1.47M 0.67% +66 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,042 $1.41M 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,986 $1.41M -3,188 Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,193 $1.4M 0.27% -6,437 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,828 $1.38M 0.01% +2,800 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 16,416 $1.36M 0.11% -2,791 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 15,965 $1.33M 1.15% -954 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,787 $1.31M 0.03% +813 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 16,043 $1.3M -772 Timeline LTG Capital LLC More: the full row for LTG Capital LLC 15,487 $1.29M 1.17% -89 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 15,469 $1.28M 1.29% +3,601 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 15,191 $1.26M 0.94% +4,351 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 15,044 $1.25M 0.42% +490 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,227 $1.23M 0.05% +136 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,563 $1.21M 0.07% -4,167 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 14,353 $1.19M 0.06% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 14,239 $1.18M 0.14% -396 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 14,121 $1.17M 0.63% +55 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 14,108 $1.17M 0.25% -50 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,955 $1.16M <0.01% new 13F-HR/A Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 13,862 $1.15M 0.18% -332 13F-HR Timeline Friday Financial More: the full row for Friday Financial 13,585 $1.15M 0.69% -209 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 13,759 $1.14M 0.39% -120 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,513 $1.12M 0.21% +279 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,401 $1.11M 0.08% +596 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 13,373 $1.11M 0.11% +40 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,019 $1.08M 0.03% -1,725 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 12,929 $1.07M +334 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,831 $1.06M 0.02% -462 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 12,696 $1.05M 0.04% -76 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,437 $1.03M 0.07% -9,349 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,383 $1.03M 0.13% +663 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 12,392 $1.02M 0.46% -2,269 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 12,061 $1M 0.07% +818 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,841 $983K <0.01% +1,565 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,745 $975K 0.01% -801 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,358 $943K 0.08% -878 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 11,176 $928K 0.32% -467 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,806 $897K 0.01% -2,437 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,806 $897K 0.01% -2,437 13F-HR/A Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,805 $897K 0.18% -85 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,298 $893K 0.06% -159 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 10,540 $875K 0.47% +79 13F-HR Timeline