LPL Financial LLC More: the full row for LPL Financial LLC 8,332,950 $805M 0.21% +3,653,444 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,094,311 $106M 0.21% -49,587 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/ 989,579 $95.6M 0.01% -156,185 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 923,235 $89.2M 0.01% -112,044 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 846,855 $81.9M 0.02% -113,947 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 682,296 $65.9M 1.06% +21,854 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 539,312 $52.1M 2.86% +20,308 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 474,052 $45.8M 0.05% +44,305 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 433,708 $41.9M 1.17% +33,856 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 418,316 $40.4M 4.11% -5,335 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 352,230 $36.7M 1.18% +9,286 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 342,972 $33.1M 2.06% +12,017 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 333,499 $32.2M 0.88% +16,158 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 328,393 $31.7M +32,859 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 314,667 $30.4M 0.03% -12,498 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 314,310 $30.4M 0.15% +9,728 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 301,371 $29.1M 0.03% +18,673 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 296,036 $28.6M 0.01% +15,866 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 292,419 $28.3M 0.01% +2,007 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 284,734 $27.5M 0.04% +7,925 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 249,828 $24.1M 0.99% +1,567 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 227,655 $22M 4.02% +1,624 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 210,881 $20.4M 0.29% -15,964 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 204,106 $19.7M 0.94% -543 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 203,681 $19.7M 0.67% +7,325 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 207,730 $19.6M 0.01% +34,196 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 200,000 $19.3M 0.01% +199,969 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 199,052 $19.2M 0.01% -687 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 192,783 $18.8M 1.99% -7,370 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 182,277 $17.6M 4.17% +4,492 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 182,166 $17.2M 0.11% -154,450 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 176,876 $17.1M 3.3% +6,091 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 175,015 $16.9M 0.02% +3,327 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 163,534 $15.8M 1.94% +13,784 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 158,609 $15.3M 0.07% -32,627 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 137,291 $13.3M 0.03% -10,341 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 133,819 $12.9M 5.7% +153 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 125,975 $12.2M -18,554 Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 119,039 $11.5M 4.12% +2,941 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 118,237 $11.4M 1.36% +1,670 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 115,037 $11.1M -32,247 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 108,762 $10.5M -12,653 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 106,014 $10.2M 0.08% +29,655 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 104,313 $10.1M 0.46% -11,190 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 102,766 $9.93M 1.61% -69 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 102,570 $9.91M 0.11% +96,316 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 100,045 $9.67M <0.01% +17,355 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 99,268 $9.59M 0.1% -897 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 94,244 $9.11M 0.37% -1,380 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 91,782 $8.87M 0.69% +20,472 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 82,465 $8.83M 1.48% +5,115 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 84,587 $8.17M 0.05% -1,073 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 83,127 $8.03M 1.43% +52 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 82,372 $7.96M 0.17% -4,197 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 80,456 $7.77M 0.01% +5,596 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 78,421 $7.58M 2.98% -449 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 77,064 $7.45M 0.5% +2,024 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 76,557 $7.4M 0.53% +342 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 76,120 $7.35M 3.47% +1,745 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 75,440 $7.29M 1.91% +9,322 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 75,973 $7.16M 0.71% -8,179 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 73,946 $7.14M 0.06% +2,003 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 72,912 $7.04M 0.71% -1,697 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 71,926 $6.95M 0.03% +43,735 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 71,493 $6.91M 0.13% -30,352 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 70,163 $6.78M 4.77% -8,535 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 67,047 $6.62M 0.4% -973 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,752 $6.55M 0.02% -160 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 66,530 $6.43M 1.76% +14,126 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 64,394 $6.22M 0.01% +2,419 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 62,143 $6M 1.33% -20,441 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 60,482 $5.84M 1.86% -66,433 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 59,161 $5.72M 3.01% -2,902 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 57,783 $5.66M 0.01% -15,159 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 58,336 $5.64M 1.04% -1,981 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,759 $5.58M <0.01% +546 13F-HR Timeline Group Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 57,090 $5.52M 2.5% -716 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 56,680 $5.48M 0.01% +230 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 55,642 $5.38M 2.82% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 54,992 $5.31M 0.59% -7 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 52,043 $5.03M 2.44% +102 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 51,946 $5.02M 0.06% +45,129 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 51,266 $4.95M 1.7% +738 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 50,960 $4.92M 2.1% +2,019 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,463 $4.88M 0.01% -15,975 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,352 $4.87M <0.01% +3,398 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 49,776 $4.81M 0.16% +554 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 49,524 $4.79M 4.29% 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 49,256 $4.76M 0.89% -1,119 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 48,634 $4.7M 3.07% +758 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 48,588 $4.69M 0.53% -1,601 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47,842 $4.62M 0.11% -1,381 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 46,669 $4.51M 2.62% +912 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 46,644 $4.51M 2.87% -545 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 46,620 $4.5M 0.32% +2,118 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 46,291 $4.47M 0.71% +494 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 45,993 $4.44M 2.4% -5,373 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,984 $4.44M 0.09% +1,588 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 45,118 $4.36M 0.2% -3,220 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,963 $4.34M 0.01% -1,611 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 44,940 $4.34M 0.37% +40,615 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 40,576 $4.32M 0.1% +1,614 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 44,212 $4.27M 0.07% +11,203 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 43,261 $4.18M 0.03% -81 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 41,743 $4.03M 0.53% +24,449 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 41,721 $4.03M 0.06% -1,439 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,404 $3.9M 0.02% +2,543 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 39,735 $3.84M 0.44% +1,842 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,611 $3.73M 0.03% -5,520 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,756 $3.65M 0.02% +3,025 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 37,587 $3.63M 0.1% +3,708 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 37,510 $3.62M 3.35% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 37,118 $3.59M 0.17% +3,815 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,664 $3.54M 0.01% +3,241 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 36,079 $3.49M 0.13% +4,821 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 34,874 $3.37M 0.35% -3,245 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34,646 $3.35M 0.66% +306 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 31,127 $3.01M 0.2% +1,300 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,065 $3M <0.01% -13,886 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 31,014 $3M 0.24% +1,355 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 30,848 $2.98M 1.47% -305 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 30,565 $2.95M <0.01% +1,673 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,874 $2.89M 2% +249 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 29,697 $2.87M 0.29% -1,344 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,078 $2.81M 0.01% +946 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 29,050 $2.81M 1.93% +3,528 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 28,595 $2.76M 1.71% -518 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 28,451 $2.75M 0.37% +619 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 28,140 $2.72M 0.29% -19,379 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 27,718 $2.68M 0.41% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 27,555 $2.66M 0.85% +270 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 24,642 $2.64M 1.22% +871 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,672 $2.58M 0.06% +1,503 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 26,255 $2.54M 1.47% -754 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 26,022 $2.51M 0.03% +13,258 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 26,009 $2.51M 0.11% +3,922 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 25,788 $2.49M 0.43% +1,821 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 25,071 $2.48M 1.06% -252 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 25,521 $2.47M 0.14% +3,271 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 25,341 $2.45M 1.19% -7,146 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25,275 $2.44M 0.08% -1,473 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 25,190 $2.43M 0.21% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,680 $2.38M 0.11% -1,110 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,823 $2.3M <0.01% +6,967 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,760 $2.3M 0.03% -955 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 23,578 $2.28M 0.18% +441 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 23,495 $2.27M 1.94% +787 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,491 $2.27M 0.08% -1,045 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 23,184 $2.24M 0.49% -983 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,126 $2.23M 0.03% +9,766 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 22,441 $2.17M 1.05% -210 13F-HR Timeline Collier Financial More: the full row for Collier Financial 22,350 $2.16M 1.65% -208 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 22,304 $2.15M 1.76% +1,896 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 22,219 $2.15M 1.25% +230 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 21,821 $2.11M 0.51% +5,696 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,645 $2.09M 0.08% +1,074 13F-HR/A Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 21,203 $2.05M 0.7% +224 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 21,245 $2.05M 0.32% -31 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,125 $2.04M <0.01% +5,682 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,736 $2M 0.05% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 20,691 $2M 0.52% -5 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 20,057 $1.94M 0.91% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 19,516 $1.89M 0.74% +121 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 19,414 $1.88M 0.66% +536 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,013 $1.84M 0.01% -905 13F-HR/A Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 18,970 $1.83M 0.31% -12,317 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,690 $1.81M 0.3% +19 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,782 $1.72M +2,150 Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 17,756 $1.72M 1.64% +2,352 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 17,416 $1.68M 0.07% +7,149 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,403 $1.68M <0.01% -1,477 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 17,255 $1.67M 0.23% -812 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,825 $1.63M 0.03% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,173 $1.56M 0.34% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 16,017 $1.55M 0.22% -1,941 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 15,950 $1.54M 0.44% -15 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,717 $1.52M 0.26% -365 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 15,465 $1.49M 1.48% +291 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,285 $1.48M 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,765 $1.43M 0.02% +874 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 14,444 $1.4M <0.01% +1,925 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,293 $1.37M 0.08% +208 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,957 $1.35M -3,167 Timeline Investors Research Corp More: the full row for Investors Research Corp 13,856 $1.34M 0.26% -39 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,732 $1.33M 0.11% -4,977 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 13,400 $1.29M 0.99% +7 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,392 $1.29M 0.03% new 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 13,338 $1.29M 0.11% -1,526 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,147 $1.27M 0.95% +394 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,025 $1.26M 0.01% -1,315 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 12,991 $1.26M 0.96% +1,215 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 12,958 $1.25M +247 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,413 $1.2M 0.02% -450 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,836 $1.2M <0.01% -7,590 13F-HR/A Timeline Group Friday Financial More: the full row for Friday Financial 12,394 $1.2M 0.41% -85 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 12,386 $1.2M 0.56% -1,769 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 12,135 $1.17M 0.36% +172 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 12,012 $1.16M 0.91% +798 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 11,901 $1.15M 1.31% -375 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,751 $1.14M 0.11% -160 13F-HR Timeline