LPL Financial LLC More: the full row for LPL Financial LLC 4,679,506 $441M 0.12% +858,073 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/ 1,145,764 $108M 0.01% -713,048 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,143,898 $108M 0.2% -29,690 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,035,279 $97.5M 0.01% +261,431 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 960,802 $90.5M 0.02% +6,804 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 660,442 $62.2M 1.05% +112 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 519,004 $48.9M 2.91% +19,815 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 429,747 $40.5M 0.04% +24,021 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 423,651 $39.9M 4.04% +1,792 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 399,852 $37.7M 1.06% +281,647 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 342,944 $34.4M 1.17% +11,677 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 336,616 $31.7M 0.22% +16,373 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 330,955 $31.2M 2.01% +4,159 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 327,165 $30.8M 0.03% -26,719 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 317,341 $29.9M 0.84% +25,087 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 304,582 $28.7M 0.16% -19,686 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 295,534 $27.8M -27,897 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 290,412 $27.4M 0.01% -69,486 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 282,698 $26.6M 0.03% +59,670 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 280,170 $26.4M 0.01% +32,034 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 276,809 $26.1M 0.04% -165,475 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 248,261 $23.4M 0.96% +1,204 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 226,845 $21.4M 0.35% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 226,031 $21.3M 3.89% +851 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 204,649 $19.3M 0.93% +162 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 200,153 $18.9M 2.75% +534 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 199,739 $18.8M 0.01% +7,338 13F-HR/A Timeline Group First National Trust Co More: the full row for First National Trust Co 196,356 $18.5M 0.62% +3,975 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 191,236 $18M 0.08% +54,522 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 177,785 $16.7M 3.7% +1,342 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 173,534 $16.3M 0.01% +23,346 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 171,688 $16.2M 0.02% -65,818 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 170,785 $16.1M 3.29% +6,580 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 149,750 $14.1M 1.77% +13,200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 147,632 $13.9M 0.04% -23,497 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 147,284 $13.9M -2,057 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 144,529 $13.6M 0.03% -36,686 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 133,666 $12.6M 5.77% -63 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 126,915 $12M 3.75% +2,772 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 121,415 $11.4M -4,421 Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 116,567 $11M 1.27% +1,115 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 116,098 $11M 4.01% +4,871 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 115,503 $10.9M 0.49% -8,391 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 102,835 $9.69M 1.58% -281 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 101,845 $9.59M 0.19% +1,835 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 100,165 $9.43M 0.1% -1,433 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 95,624 $9.01M 0.32% +2,521 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 86,569 $8.15M 0.17% -764 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,660 $8.07M 0.05% -602 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 84,152 $7.93M 0.75% -150,677 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 83,075 $7.82M 1.43% +869 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 82,690 $7.79M <0.01% +46,463 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 82,584 $7.78M 1.76% +5,616 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 77,350 $7.55M 1.37% +1,761 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 78,870 $7.43M 2.94% +3,346 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 78,698 $7.41M 5.48% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 76,359 $7.19M 0.09% +8,791 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 76,215 $7.18M 0.52% -623 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 72,942 $7.12M 0.01% +140 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 75,040 $7.07M 0.5% new 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 74,860 $7.05M 0.01% +3,503 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 74,609 $7.03M 0.7% -2,035 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 74,375 $7.01M 3.36% +814 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 71,943 $6.78M 0.06% +3,027 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 71,310 $6.72M 0.53% +14,003 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 68,020 $6.41M 0.39% +1,719 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,912 $6.4M 0.02% -305 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,438 $6.26M 0.02% +3,494 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 66,118 $6.23M 1.68% +4,110 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 62,063 $5.85M 2.63% +2,488 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 61,975 $5.84M 0.01% -1,285 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 60,317 $5.68M 1.1% -671 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 57,806 $5.44M 2.43% +223 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,213 $5.39M <0.01% -1,028 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 56,450 $5.32M 0.01% -63,074 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 54,999 $5.18M 0.57% -1,151 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 52,404 $4.94M 1.93% +2,293 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 51,941 $4.89M 2.36% -1,619 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 51,366 $4.84M 2.83% -5,793 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50,528 $4.76M 1.59% -19 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 50,375 $4.74M 0.89% -924 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 50,189 $4.73M 0.53% -3,579 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49,223 $4.64M 0.11% +2,596 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 48,941 $4.61M 2.04% +4,312 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 48,338 $4.55M 0.21% -2,052 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 47,876 $4.51M 2.91% -2,668 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 47,519 $4.48M 0.5% +446 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 47,189 $4.44M 2.74% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 46,954 $4.42M <0.01% -10,000 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 49,222 $4.39M 0.11% +1,003 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 46,574 $4.39M 0.01% +43,871 13F-HR/A Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 45,797 $4.31M 0.69% +3,110 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 45,757 $4.31M 2.49% +1,252 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,951 $4.23M 0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 44,502 $4.19M 0.3% +26,575 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 44,396 $4.18M 0.08% -705 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,131 $4.16M 0.03% +28,633 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 43,342 $4.08M 0.03% -462 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 43,160 $4.07M 0.06% -9,828 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 38,962 $3.9M 0.1% +1,594 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38,829 $3.66M <0.01% -1,282 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 38,119 $3.59M 0.48% new 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 37,893 $3.57M 0.38% +5,429 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,861 $3.57M 0.02% +529 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,731 $3.27M 0.02% +3,330 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34,340 $3.23M 0.62% +442 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33,879 $3.19M 0.09% +1,165 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,423 $3.15M <0.01% -1,850 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,303 $3.14M 0.15% -409 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33,009 $3.11M 0.06% +451 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 32,487 $3.06M 1.45% -3,219 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 31,287 $2.95M 0.52% -769 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 31,258 $2.94M 0.11% +2,505 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 31,153 $2.93M 1.46% -161 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 31,041 $2.92M 0.32% -4,054 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30,703 $2.89M 0.13% +22,714 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 29,827 $2.81M 0.19% +2,859 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,659 $2.79M 0.22% +196 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,625 $2.79M 1.96% -446 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 29,130 $2.74M 1.06% +2,935 13F-HR/A Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 29,113 $2.74M 1.73% -534 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 28,892 $2.72M <0.01% new 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 28,779 $2.71M 1.01% -480 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 28,191 $2.66M 0.01% -886 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 28,132 $2.65M 0.01% +7,597 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 27,832 $2.62M 0.36% +2,957 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 27,285 $2.57M 0.8% -747 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 27,009 $2.54M 1.49% -71,506 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26,748 $2.52M 0.08% +219 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 25,323 $2.51M 1.04% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 25,790 $2.43M 0.11% -1,195 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25,522 $2.4M 1.72% +1,058 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,169 $2.37M 0.06% +1,237 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 24,715 $2.33M 0.03% -277 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 24,536 $2.31M 0.08% -634 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 24,167 $2.28M 0.51% -25,643 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 23,967 $2.26M 0.4% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 23,771 $2.24M 1.14% -244 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 23,443 $2.21M 0.04% +5,039 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 23,180 $2.18M 3.18% -42,872 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 23,137 $2.18M 0.16% +2,179 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 22,806 $2.15M 0.17% -162 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 22,708 $2.14M 1.76% +1,825 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 22,651 $2.13M 1.06% +1,011 13F-HR Timeline Collier Financial More: the full row for Collier Financial 22,558 $2.12M 1.6% -497 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 21,276 $2.1M 0.32% +3,441 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 22,250 $2.1M 0.11% +932 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 22,087 $2.08M 0.1% +4,063 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 21,989 $2.07M 1.27% +1,139 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 20,979 $1.98M 0.7% +318 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 20,696 $1.95M 0.51% +194 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,571 $1.94M 0.09% +1,295 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,426 $1.92M <0.01% +9,061 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 20,408 $1.92M 1.64% +843 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,918 $1.88M 0.01% -1,056 13F-HR/A Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 19,395 $1.83M 0.71% -471 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,880 $1.78M <0.01% -427 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,878 $1.78M 0.66% +190 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 18,709 $1.76M 0.14% -2,834 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,671 $1.76M 0.3% +163 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 17,294 $1.7M 0.41% -843 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 18,067 $1.7M 0.23% -3 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 17,958 $1.69M 0.24% -383 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,708 $1.67M 0.35% +14,164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,124 $1.61M -1,072 Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,173 $1.59M 0.36% -341 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,856 $1.59M <0.01% +10,722 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,341 $1.54M 0.03% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 16,125 $1.52M 0.4% +6,868 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 16,082 $1.51M 0.26% 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 15,965 $1.5M 0.45% -412 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,632 $1.47M +148 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,443 $1.45M <0.01% +3,040 13F-HR Timeline Group FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 15,404 $1.45M 1.41% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,285 $1.44M 0.02% -232 13F-HR/A Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 15,174 $1.43M 1.41% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,864 $1.4M 0.12% -773 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,340 $1.35M 0.01% -100 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 14,155 $1.33M 0.57% -3 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,895 $1.31M 0.24% -36 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,891 $1.31M 0.03% new 13F-HR Timeline Group LTG Capital LLC More: the full row for LTG Capital LLC 13,393 $1.26M 0.98% +558 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,360 $1.26M 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,219 $1.25M <0.01% -505 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,085 $1.23M 0.07% +2,272 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. 12,863 $1.21M 0.02% -396 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,764 $1.2M 0.02% +2,228 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 12,753 $1.2M 0.86% new 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 12,711 $1.2M +208 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,519 $1.18M <0.01% -183 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 12,479 $1.18M 0.41% -2,803 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 12,276 $1.16M 1.29% -2,041 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 11,963 $1.13M 0.36% +289 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,911 $1.12M 0.11% -1,012 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,519 $1.11M 0.05% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,811 $1.11M 0.04% new 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 11,214 $1.11M 0.86% 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,776 $1.11M 0.87% -53 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,589 $1.09M 0.02% +9,231 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,221 $1.06M 0.13% -332 13F-HR Timeline