ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,536,726 $162M 0.05% -161,664 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,961,046 $70M 0.03% +55,857 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/ 1,895,332 $67.6M 0.01% +1,248,059 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,772,878 $63.2M 0.01% +716,368 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,535,368 $54.8M 0.01% +373,243 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,132,900 $40.4M <0.01% +67,882 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 927,834 $33.1M 0.01% 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 802,236 $28.6M 0.06% +121,081 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 676,469 $24.1M 0.14% +39,295 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 399,623 $14.3M 0.02% +5,682 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 267,188 $9.53M 1.06% +18,839 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 239,953 $8.56M 1.84% 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. 220,153 $7.85M 0.18% +73,526 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 171,180 $6.12M 0.07% +5,245 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 162,261 $5.79M 0.01% +14,354 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 135,438 $4.83M <0.01% -14,188 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 131,523 $4.69M +12,855 Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 118,313 $4.22M 3.14% +85,363 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 108,613 $3.87M 0.02% +99,893 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 96,340 $3.44M 0.01% +30,247 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 94,616 $3.37M 0.02% -3,941 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 84,820 $3.04M 0.04% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,154 $2.72M 0.01% new 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 64,569 $2.3M 0.22% +11,392 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,122 $2.22M 0.01% -864 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 60,386 $2.15M <0.01% -187 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 57,727 $2.06M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 56,780 $2.02M 0.01% +15,603 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,676 $1.59M 0.01% +29,830 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,403 $1.55M <0.01% +7,156 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 36,553 $1.3M 0.34% -8,391 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,480 $1.23M <0.01% -21,958 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,052 $1.09M 0.01% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 30,250 $1.08M 0.91% -3,956 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 24,735 $882K 0.05% new 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 23,971 $855K 0.07% +4,299 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 18,366 $655K 0.21% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,940 $640K <0.01% -2,896 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,154 $398K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,505 $375K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,678 $345K 0.04% -223 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,821 $315K <0.01% -4,805 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 8,671 $309K 0.04% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,334 $297K 0.02% +37 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,150 $255K 0.02% -200 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,677 $238K <0.01% -6,677 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,461 $230K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,211 $186K 0.17% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,781 $63.5K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,773 $63.2K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,570 $56K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,452 $51.8K <0.01% +202 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,164 $41.5K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,034 $36.9K <0.01% +15 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 756 $27K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 586 $20.9K <0.01% -672 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 198 $7.06K <0.01% +82 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 140 $4.99K <0.01% +2 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15 $540 <0.01% +1 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.