SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,294,767 $65.2M 0.06% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 555,096 $28M 0.01% +206,291 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 275,770 $13.9M 1.55% -207,748 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 266,687 $13.4M 4.35% +11,748 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 245,133 $12.3M 0.01% +25,100 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 240,163 $12.1M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 216,533 $10.9M 0.02% +188,074 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/ 195,153 $9.83M <0.01% -84,141 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 192,618 $9.7M 0.3% -5,497 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 171,151 $8.62M 3.77% +21,152 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 161,896 $8.15M 0.01% -30,194 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 143,547 $7.27M 1.79% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 141,376 $7.12M 4.05% -7,855 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 135,372 $6.82M 4.59% +6,251 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 114,258 $5.76M 0.01% -174,063 13F-HR Timeline Group Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 112,542 $5.67M 4.8% +3,200 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 103,277 $5.2M <0.01% +45,995 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 96,039 $4.84M 2.18% +225 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 91,933 $4.63M 0.34% new 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 90,481 $4.56M 1.1% +3,264 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 78,931 $3.98M 0.01% +29,783 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 77,507 $3.9M 0.01% +37,002 13F-HR Timeline Group Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 75,012 $3.78M 3.05% +4,191 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,851 $3.57M 0.01% +18,081 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 63,455 $3.2M 0.29% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 52,817 $2.66M 0.9% +22,409 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 52,695 $2.65M 0.02% +4,474 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 52,411 $2.64M 0.04% +31,159 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 47,176 $2.38M 0.06% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,482 $2.09M <0.01% new 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 38,930 $1.96M 1.85% +4,511 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 37,597 $1.89M 0.53% -3,004 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 35,753 $1.8M <0.01% -2,998 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,356 $1.68M <0.01% new 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 32,170 $1.62M 0.31% +2,176 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,766 $1.55M 0.01% +2,531 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 29,823 $1.52M 0.12% -58 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 29,984 $1.51M 0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 28,160 $1.42M 0.91% -60,781 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 27,442 $1.38M 1.19% -650 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,850 $1.25M 0.02% -1,010 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 23,888 $1.2M 0.09% -10,182 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 23,675 $1.19M <0.01% +523 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,208 $1.17M <0.01% +2,004 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 23,082 $1.16M 0.06% -1,129 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,105 $1.06M 0.03% +3,319 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 18,677 $941K 0.31% +2,403 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,468 $880K <0.01% +2,561 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,297 $871K 0.01% new 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 14,794 $745K 0.65% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,540 $682K 0.05% +71 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,987 $654K 0.02% +7 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 12,977 $654K 0.44% +842 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,782 $644K 0.02% +5,381 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 12,645 $637K 0.39% -1,782 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,724 $590K 0.04% +2,130 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 10,735 $547K 0.4% new 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 8,562 $431K 0.42% +873 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,748 $390K 0.01% +1,495 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,602 $383K <0.01% +1,183 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,567 $381K <0.01% new 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,514 $378K 0.01% -319 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 7,013 $353K 0.02% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,001 $353K 0.06% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,165 $310K <0.01% +923 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,027 $304K <0.01% -2,361 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,820 $293K 0.03% -3,880 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,240 $264K 0.03% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,113 $257K 0.01% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,881 $246K 0.11% -194 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,875 $246K <0.01% +6 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,697 $241K 0.04% -1 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,685 $236K 0.09% -20,540 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,448 $224K 0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,333 $168K 0.03% +96 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,059 $154K <0.01% +133 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,591 $130K 0.2% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,446 $123K <0.01% 0 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,175 $110K <0.01% +715 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,072 $105K <0.01% -16,153 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,056 $104K 0.02% +72 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,466 $73.6K <0.01% new 13F-HR/A Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,087 $54.7K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,050 $52.9K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,000 $50.4K <0.01% 0 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 500 $25K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 427 $21.5K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 411 $20.7K 0.01% +11 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 351 $17.7K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 304 $15.3K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $15.1K <0.01% -13 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 200 $10.1K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 148 $7.48K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 56 $2.82K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 41 $2.07K <0.01% +12 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 41 $2.06K <0.01% -24,386 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $716 <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13 $655 <0.01% -21 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11 $554 <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 7 $353 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6 $302 <0.01% +1 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3 $149 <0.01% +3 13F-HR/A Timeline Group