LPL Financial LLC More: the full row for LPL Financial LLC 3,433,162 $305M 0.1% +929,878 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/ 1,839,618 $163M 0.01% +79,326 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,307,624 $116M 0.23% +40,056 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 999,347 $88.6M 0.02% +14,832 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 716,965 $63.6M <0.01% -12,941 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 669,084 $59.4M 1.55% +29,961 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 476,985 $42.3M 3.16% +23,721 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 413,898 $36.7M 4.04% +16,300 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 375,499 $33.3M 0.01% +80,900 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 365,093 $32.4M 0.04% +15,066 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 330,086 $29.3M 0.21% +8,020 13F-HR/A Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 318,280 $28.2M 2.09% +20,164 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 316,846 $28.1M 0.01% +18,604 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 307,958 $27.3M 0.23% +77,360 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 304,235 $27M 0.05% +49,948 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 286,918 $25.5M 0.05% +345 13F-HR/A Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 285,044 $25.3M 1.45% +13,744 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 271,280 $24.1M 0.76% -88,995 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 247,628 $22M 0.01% +21,187 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 243,460 $21.6M 0.03% -17,570 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 241,820 $21.5M 0.95% +4,110 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 222,368 $19.7M 3.82% -1,671 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 254,647 $18.5M 16.45% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 206,710 $18.3M 0.03% +33,477 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 204,846 $18.2M 1% +25,177 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 201,466 $17.9M 0.01% +41,610 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 191,830 $17M 2.93% -41,669 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 188,979 $16.8M 0.06% +70,108 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 180,109 $16M 0.6% +10,849 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 179,137 $15.9M 0.04% +5,847 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 171,586 $15.2M 4.06% +6,992 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 170,124 $15.1M +16,018 Timeline KWB Wealth More: the full row for KWB Wealth 174,467 $14.5M 1.76% -16,866 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 153,932 $13.7M 3.26% +8,793 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 141,086 $12.5M 0.07% -44,106 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 132,382 $11.7M 5.63% +1,218 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 131,392 $11.7M 0.75% +10,513 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 130,792 $11.6M 0.01% -6,560 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 130,841 $11.2M 0.59% +1,138 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 124,316 $11M +49,072 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 124,227 $11M 0.03% -77,056 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 120,797 $10.7M 3.7% -108,708 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 113,899 $10.1M 1.6% +18,871 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 113,208 $10.1M 4.38% +13,000 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Financial Security Advisor, Inc. 62,246 $5.52M 1.27% -1,749 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 61,230 $5.43M <0.01% -2,528,523 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 60,301 $5.35M 0.65% +6,575 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 59,996 $5.32M 1.48% +13,447 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 59,895 $5.32M 0.01% -54,045 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 59,265 $5.26M 1.11% -13,098 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 58,039 $5.15M 3.46% +4,691 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 57,837 $5.13M 2.44% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 56,999 $5.06M 0.28% +4,515 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 55,728 $4.95M 0.73% +3,132 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 55,051 $4.89M 0.61% -2,834 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 54,440 $4.83M 2.52% -1,353 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 53,019 $4.71M <0.01% +1,006 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 52,395 $4.65M 0.08% +320 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 52,054 $4.62M 2.25% -1,982 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 51,364 $4.56M 2.44% +3,893 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50,663 $4.5M 1.69% -771 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,558 $4.49M 0.01% new 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 48,860 $4.34M 1.05% +9,741 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 48,759 $4.33M 1.98% +3,793 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 48,721 $4.32M 1.09% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 47,411 $4.21M 0.09% +1,408 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 47,397 $4.21M 0.39% +4,596 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47,248 $4.19M 0.1% -39,918 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 45,591 $4.14M 0.55% -1,904 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 46,189 $4.1M 0.43% +9,038 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,259 $4.02M 0.09% -7,294 13F-HR Timeline Group Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 44,847 $3.98M 2.53% +3,627 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 43,516 $3.86M <0.01% -2,339 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 42,421 $3.77M <0.01% +7,974 13F-HR/A Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 40,890 $3.63M 0.64% +1,764 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 40,356 $3.58M 0.17% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 38,500 $3.42M 1.6% -2,705 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,452 $3.41M 0.03% -23,776 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 38,097 $3.38M 0.28% -2,803 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 35,037 $3.2M 0.09% +3,836 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 34,839 $3.09M 1.63% +4,323 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34,759 $3.08M 0.63% +394 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 33,487 $2.97M 0.06% -3,696 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 32,965 $2.93M 0.23% +2,030 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 32,275 $2.87M 0.28% -1,605 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 32,253 $2.86M 1.53% -1,023 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 32,207 $2.86M 0.36% +807 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,188 $2.86M 0.07% +759 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 32,051 $2.84M 0.55% -5,602 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 32,028 $2.84M 2.32% +27,101 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,606 $2.81M 0.03% +1,265 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 31,228 $2.77M 0.27% -1,004,090 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,162 $2.68M 0.02% -5,360 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 29,335 $2.6M 0.33% +8,714 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,029 $2.58M 2.08% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 28,870 $2.56M 0.19% -1,719 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28,560 $2.54M 0.08% +19,496 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 27,770 $2.46M 0.01% -6,189 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 27,299 $2.42M 1.41% new 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 26,789 $2.38M 0.18% +1,256 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 26,599 $2.36M 0.09% -1,194 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 26,568 $2.36M 0.8% -188 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 26,368 $2.34M 0.1% +2,165 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 26,083 $2.31M 1.02% +26,002 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 24,210 $2.15M 0.03% +457 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,075 $2.14M 0.01% -2,101 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 23,670 $2.1M 0.21% new 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 23,261 $2.06M 0.04% -26,611 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,117 $2.05M 0.06% -843 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 22,723 $2.02M 1.7% +1,792 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 22,163 $2.01M 1.07% -480 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 21,874 $1.94M 1% +317 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 21,447 $1.9M 0.16% -4,137 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 21,371 $1.9M 0.2% +8,988 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 21,288 $1.89M 0.78% -1,271 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 21,162 $1.88M 1.65% -101 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 20,967 $1.86M 0.57% +7,208 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 20,509 $1.82M 1.72% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,375 $1.81M <0.01% +16,637 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,158 $1.79M 0.04% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,060 $1.78M 0.07% -1,042 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 19,729 $1.76M 0.73% +714 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 19,834 $1.76M 0.63% -162 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 19,806 $1.76M 1.19% +4,615 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 19,501 $1.73M 0.1% -9,654 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 19,375 $1.72M 0.67% +1,623 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 19,065 $1.69M 0.81% +523 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 18,864 $1.67M 1.61% +3,395 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 18,824 $1.67M 0.25% -51 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 18,571 $1.65M 0.28% -372 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,483 $1.64M 0.3% +7,678 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 18,118 $1.61M 0.38% -229 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 18,004 $1.6M 0.2% +4,142 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,689 $1.6M 0.28% +496 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17,732 $1.57M 0.15% -853 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,629 $1.56M 0.02% -722 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,596 $1.56M 0.07% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,328 $1.54M <0.01% -627 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,131 $1.52M +145 Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,517 $1.49M 0.49% -3,828 13F-HR/A Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,514 $1.47M 0.39% -1,473 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 16,430 $1.46M 0.46% +1,386 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16,394 $1.46M 0.14% -5,956 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,265 $1.44M 0.01% -563 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 15,878 $1.41M 0.11% -538 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,787 $1.4M 0.03% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 14,780 $1.31M 2.39% -1,185 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 14,700 $1.3M 0.08% +2,639 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 14,650 $1.3M 1.11% -837 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,492 $1.29M 0.01% -3,739 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,186 $1.26M <0.01% +231 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 14,180 $1.26M 0.06% -173 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 14,042 $1.25M 0.24% -66 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,012 $1.24M 0.2% +499 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 13,969 $1.24M 0.04% -5,704 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,847 $1.23M 0.09% +446 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 13,754 $1.22M 0.56% +3,214 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,437 $1.19M 0.04% +418 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,241 $1.19M 0.1% +1,804 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,936 $1.15M 0.13% -1,303 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,907 $1.15M 0.03% +76 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,799 $1.14M <0.01% -309,682 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 12,547 $1.11M 0.04% -149 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 12,507 $1.11M -422 Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 12,424 $1.1M 0.44% +32 13F-HR Timeline Friday Financial More: the full row for Friday Financial 12,385 $1.1M 0.56% -1,200 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,903 $1.06M <0.01% +62 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,392 $1.01M 0.08% +34 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,227 $996K 0.14% +801 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,136 $988K 0.05% -162 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,930 $970K 0.05% -3,633 13F-HR Timeline