FMR LLC in group FMR LLC More: the full row for FMR LLC 11,920,830 $471M 0.02% -1,898,919 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,891,190 $272M 0.01% +76,977 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,976,076 $236M 4.24% +331,480 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,230,902 $206M +909,303 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,356,684 $172M 0.04% +252,186 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,646,939 $104M 5.02% +106,065 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,266,827 $89.5M 0.11% +516,420 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,263,548 $89.3M 0.01% +91,309 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,221,408 $87.7M 0.01% +72,361 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,882,184 $74.3M -275,053 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,808,018 $71.4M 0.01% -81,482 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,704,332 $67.3M 0.09% +371,912 13F-HR/A Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,368,928 $54M 0.8% -22,371 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,368,052 $54M 5.49% -11,736 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,279,492 $50.5M 0.01% -81,976 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,147,703 $45.3M 12.62% +45,461 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,107,462 $43.4M 0.07% -95,300 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 948,830 $37.5M 0.07% -7,505 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 852,368 $33.6M 0.01% +28,301 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 682,427 $26.9M 1.4% +140,651 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 678,852 $26.8M 1.91% +22,356 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 675,591 $26.4M 0.29% -1,981 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 669,685 $26.4M 0.63% -14,722 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 657,787 $26M 0.02% -24,777 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 651,453 $25.7M 6.93% +4,722 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 636,581 $25.1M 0.27% +29,965 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 602,894 $23.8M 0.04% -61,474 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 561,780 $22.2M 3.34% -164,181 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 559,128 $22.1M 0.03% -179,364 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 554,518 $21.9M 0.01% +53,557 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 533,286 $21M 1.15% +66,143 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 532,256 $21M 1.35% +19,618 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 504,610 $19.8M 4.16% -2,195 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 492,358 $19.4M 1.94% -43,811 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 458,569 $18.1M <0.01% -46,275 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 423,789 $16.7M 2.04% +14,317 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 422,881 $16.7M 0.02% -14,165 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 397,943 $15.7M 0.04% -34,039 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 383,836 $15.2M 0.02% +18,778 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 381,624 $15.1M 4.92% +27,920 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 381,539 $15.1M 0.08% +19,629 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 360,810 $14.2M 0.85% +23,147 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 357,308 $14.1M 0.05% +9,862 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 348,315 $13.5M 4.42% +25,271 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 335,057 $13.2M 0.57% +67,234 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 323,184 $12.8M 0.82% +3,540 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 321,032 $12.7M 0.04% -2,485 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 288,031 $11.3M 5.85% +14,973 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 284,278 $11.2M 8.81% +5,985 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 281,531 $11.1M 0.01% +28,208 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 273,074 $10.8M 0.09% -375,303 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 267,195 $10.5M 0.81% -246,681 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 265,559 $10.5M 0.11% -48,233 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 264,075 $10.4M 1% +10,600 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 261,512 $10.3M 5.29% -2,961 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 253,097 $9.91M 2.09% -9,598 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 248,697 $9.82M 2.22% +23,977 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 230,218 $9.09M 0.01% +32,309 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 219,753 $8.67M 1.2% +8,170 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 212,412 $8.41M <0.01% +46,506 13F-HR Timeline Group Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 195,822 $7.73M 4.14% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 188,859 $7.45M 0.12% -35,054 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 185,235 $7.31M 0.08% +159,221 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 181,738 $7.17M 1.79% +6,537 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 180,465 $7.12M 3.79% +12,239 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 179,976 $7.1M 0.03% -49,661 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 172,117 $6.79M 2.53% +1,776 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 153,544 $6.06M 0.55% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 152,547 $6.02M 0.24% +11,734 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 149,889 $5.92M 2.47% -4,110 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 147,841 $5.84M 0.03% -147,996 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 147,256 $5.81M 0.42% -85,412 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 147,004 $5.8M 0.03% +11,795 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 143,956 $5.69M <0.01% +5,373 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 141,445 $5.58M 0.33% -3,310 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 139,407 $5.5M 1.79% -1,476 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 137,894 $5.44M 0.27% +117,854 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 137,001 $5.41M 0.06% +119,979 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 135,004 $5.33M 0.45% -6,690 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 134,017 $5.29M 0.07% +5,392 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 132,445 $5.23M 0.41% +82,192 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 130,426 $5.15M 1.48% +41,691 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 126,930 $5.01M 0.1% +35,235 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 125,522 $4.95M 5.34% +11,439 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 123,744 $4.88M 2.45% +54,099 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 122,326 $4.83M 1.77% -2,008 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 121,534 $4.8M <0.01% new 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 114,819 $4.53M 0.94% +3,554 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 114,224 $4.51M 0.16% +20,610 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 113,694 $4.49M 0.04% +4,361 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 113,305 $4.47M 0.01% -65,564 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 111,788 $4.41M 1.08% +2,644 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 111,151 $4.39M 0.01% -4,864 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110,891 $4.38M <0.01% -1,946 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 103,779 $4.1M 0.08% -604 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 103,496 $4.08M 2.14% +17,291 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 104,795 $4.06M 1.51% +2,575 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 100,125 $3.95M 2.95% +3,517 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 97,481 $3.85M 0.1% -37,718 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 97,044 $3.83M 0.86% +6,524 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 94,869 $3.74M 0.01% -9,018 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 94,274 $3.72M 0.03% +1,396 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 91,342 $3.61M 3.15% -4,943 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 89,744 $3.54M 1.15% 0 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 87,049 $3.44M 2.48% +1,964 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 86,055 $3.4M 0.07% +1,154 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 85,449 $3.37M 0.02% -11,021 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 84,336 $3.33M 1.66% +7,034 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81,106 $3.21M 0.1% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 81,325 $3.21M 0.39% -72,624 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 80,618 $3.18M <0.01% +10,984 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 77,886 $3.07M 3.71% +4,820 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 77,590 $3.06M 0.64% +34,549 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,260 $2.65M <0.01% +43,058 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 65,135 $2.57M 0.01% +20,288 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 65,069 $2.57M 0.04% -2,574 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 64,911 $2.56M 0.67% +6,133 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 61,471 $2.43M 1.66% +9,575 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,152 $2.37M 0.01% -819 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 59,534 $2.35M 0.17% +6,565 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 58,851 $2.32M 0.26% -27,670 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 58,670 $2.32M 0.23% +816 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 58,033 $2.29M <0.01% -1,721 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 56,045 $2.21M 2.17% -2,197 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 54,969 $2.17M 0.18% +1,702 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 54,832 $2.16M 0.45% -222 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 54,023 $2.13M 0.1% -2,178 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 52,765 $2.08M 1.04% +7,750 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 52,596 $2.08M 0.05% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 52,283 $2.06M 0.97% +551 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 51,681 $2.04M 0.64% -3,173 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 51,412 $2.03M 0.26% +1,263 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 50,745 $2M 0.17% +15,956 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 45,245 $1.79M 0.06% -825 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 44,951 $1.77M 0.78% +2,613 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 44,609 $1.76M <0.01% +30,809 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,094 $1.74M <0.01% +8,927 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 43,404 $1.71M 0.78% +8,635 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 40,976 $1.62M 0.65% +2,981 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 39,926 $1.58M 0.71% +3,191 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 39,199 $1.55M 0.55% -8,197 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 38,881 $1.53M 0.1% -483 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 38,753 $1.53M 0.06% +74 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 37,912 $1.5M 0.16% +10,421 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 37,480 $1.48M 0.92% -1,562 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37,131 $1.47M 0.03% +33,608 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 37,129 $1.47M 0.21% +673 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 36,760 $1.45M 1.26% -434 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 34,652 $1.37M 0.15% +11,473 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,881 $1.34M 0.02% -776 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 33,647 $1.33M <0.01% +791 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 33,478 $1.32M 0.71% +3,348 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 33,266 $1.31M 0.01% +3,278 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 32,987 $1.3M 0.08% -2,402 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 32,500 $1.28M 0.12% +2,500 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 32,465 $1.28M 0.29% -565 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 31,992 $1.26M 0.16% -9,559 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 31,858 $1.26M 0.07% -18,056 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 31,721 $1.25M 0.11% +1,208 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,400 $1.2M <0.01% -368,426 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,244 $1.19M 0.02% +2,205 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 29,717 $1.17M 0.49% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 29,658 $1.17M <0.01% -51,094 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,687 $1.13M 0.08% -6,447 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 27,627 $1.07M 0.24% -9,117 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,959 $1.06M 0.04% -8,213 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 26,492 $1.05M 0.07% -1,922 13F-HR Timeline MOTCO More: the full row for MOTCO 26,342 $1.04M 0.09% -214 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 26,036 $1.03M 0.04% 0 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 25,810 $1.02M 0.24% -9,739 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 25,136 $992K 0.27% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 24,141 $953K 0.15% +18,403 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,822 $940K 0.06% -471 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 23,850 $928K 0.25% -400 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 23,394 $923K 0.53% +632 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,271 $919K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,358 $882K 0.01% -1,706 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,263 $879K 0.01% +4,079 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,951 $866K 0.02% +16,608 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 21,684 $856K 0.03% -1,471 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,551 $851K 0.03% +257 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 21,361 $843K 0.15% +47 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 21,344 $842K 0.25% +1,128 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,070 $832K 0.01% -2,402 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 21,212 $823K +12,340 Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 20,225 $798K 0.09% -3,750 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 19,173 $744K 0.24% -194 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 18,727 $739K 0.01% -19,288 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,230 $720K <0.01% +500 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,935 $708K 0.04% -1,769 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,772 $701K <0.01% +5,300 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 17,377 $686K 0.17% +1,723 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 16,588 $655K 0.11% +1,274 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16,492 $651K 0.32% -2,180 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,355 $646K 0.03% +1,700 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,265 $642K 0.26% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 16,262 $642K 0.1% +5,761 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,195 $639K 0.3% -31 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 15,942 $629K 0.26% +1,184 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,817 $624K 0.02% -2,298 13F-HR Timeline