FMR LLC in group FMR LLC More: the full row for FMR LLC 13,819,749 $549M 0.03% -32 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,814,213 $271M 0.02% +209,215 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,644,596 $224M 4.54% +203,380 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,455,083 $217M 0.57% +714,905 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,321,599 $172M +211,635 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,104,498 $163M 0.04% +254,886 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,540,874 $101M 5.34% +88,823 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,172,239 $86.3M 0.02% +129,337 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,157,237 $85.7M +312,390 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,149,047 $85.4M 0.01% +162,082 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,889,500 $75.1M 0.01% +190,160 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,750,407 $69.5M 0.1% -41,204 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,391,299 $55.3M 0.89% -39,608 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,379,788 $54.8M 5.51% +110,517 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,361,468 $54.1M 0.01% +187,383 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,332,420 $52.8M 0.08% +270,670 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,202,762 $47.7M 0.1% -914,661 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,102,242 $43.8M 13.5% +91,236 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 956,335 $38M 0.09% +651,600 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 824,067 $32.7M 0.01% +25,859 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 738,492 $29.3M 0.05% +267,249 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 725,961 $28.8M 4.77% +68,363 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 684,407 $27.2M 0.76% -6,036 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 682,564 $27.1M 0.03% +14,421 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 677,572 $26.7M 0.3% -170,172 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 664,368 $26.4M 0.05% -5,303 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 656,496 $26.1M 2.11% +26,386 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 648,377 $25.8M 0.28% +65,693 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 646,731 $25.7M 7.62% -3,032 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 606,616 $24.1M 0.31% +29,036 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 541,776 $21.5M 1.34% +120,467 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 536,169 $21.3M 2.4% +10,049 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 513,876 $20.4M 1.75% +317,523 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 512,638 $20.4M 1.49% +18,950 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 506,805 $20.2M 4.56% +20,257 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 504,844 $20.1M 0.01% -130,847 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 500,961 $19.9M 0.01% +96,418 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 467,143 $18.6M 1.14% +89,063 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 437,046 $17.4M 0.02% -39,602 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 431,982 $17.2M 0.04% +24,193 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 409,472 $16.3M 2.2% +27,689 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 398,826 $15.8M 0.02% +357,739 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 365,058 $14.5M 0.02% +8,230 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 361,910 $14.4M 0.07% +38,727 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 353,704 $14.1M 5.07% +1,821 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 347,446 $13.8M 0.08% +51,552 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 337,663 $13.4M 0.92% +26,056 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 323,517 $12.9M 0.05% +7,653 13F-HR/A Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 323,044 $12.8M 4.4% -74,917 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 319,644 $12.7M 0.93% +16,811 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 318,012 $12.6M 0.75% +95,553 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 313,792 $12.5M 0.14% +14,899 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 295,837 $11.8M 0.06% +28,886 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 278,293 $11.1M 9.31% +3,904 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 273,058 $10.9M 6.13% +8,923 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 267,823 $10.6M 0.53% +45,161 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 264,473 $10.5M 5.74% +33,774 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 262,695 $10.4M 2.36% -127,961 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 253,475 $10.1M 1.16% +25,376 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 253,323 $10.1M 0.01% +9,674 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 232,668 $9.24M 0.76% +56,879 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 229,637 $9.12M 0.05% +26,414 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 224,720 $8.93M 2.34% +28,417 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 223,913 $8.9M 0.16% -9,608 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 211,583 $8.41M 1.25% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 197,909 $7.86M 0.01% -889 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 178,869 $7.11M 0.01% +42,617 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 175,201 $6.96M 1.92% +17,578 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 170,341 $6.77M 3.15% +4,363 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 168,226 $6.68M 3.91% -509 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 165,906 $6.58M <0.01% +27,836 13F-HR/A Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 153,999 $6.12M 3.01% +49,977 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 153,949 $6.12M 0.82% -75,447 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 144,755 $5.75M 0.39% -10,607 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 141,694 $5.63M 0.48% +32,382 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 140,883 $5.6M 1.99% +3,667 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 140,813 $5.59M 0.25% +9,035 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 138,583 $5.47M <0.01% +9,996 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 135,209 $5.37M 0.04% -5,939 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 135,199 $5.37M 0.15% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 128,625 $5.11M 0.08% +16,188 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 124,334 $4.94M 1.9% +16,277 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 116,015 $4.61M 0.01% +2,858 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 114,083 $4.59M 5.83% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 112,837 $4.48M <0.01% +9,013 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 111,265 $4.42M 1.01% -1,338 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 96,976 $4.41M 3.05% +91,187 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 109,333 $4.34M 0.05% -1,081 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 109,144 $4.34M 1.19% +19,061 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 104,383 $4.15M 0.1% -6,387 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 103,887 $4.13M 0.02% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 102,220 $4.06M 1.82% +1,276 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 96,608 $3.84M 3.25% -3,176 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 96,470 $3.83M 0.02% -11,543 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 96,285 $3.83M 4.03% -6,924 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 93,614 $3.72M 0.16% +15,591 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 92,878 $3.69M 0.03% -5,299 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 91,695 $3.64M 0.08% +22,209 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 90,520 $3.6M 0.95% +8,433 13F-HR Timeline Group Family Capital Trust Co More: the full row for Family Capital Trust Co 89,744 $3.56M 1.29% 0 13F-HR/A Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 88,735 $3.52M 1.17% +2,545 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 86,521 $3.44M 0.43% -14,570 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 86,205 $3.42M 1.88% +7,000 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 85,085 $3.38M 2.5% -4,976 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 84,901 $3.37M 0.08% +294 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81,106 $3.22M 0.12% -11,171 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 80,752 $3.21M 0.01% new 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 77,302 $3.07M 1.71% +6,376 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 73,066 $2.9M 4.57% -2,861 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 69,645 $2.77M 1.5% +36,015 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,634 $2.77M <0.01% -7,504 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 67,643 $2.69M 0.09% -11,684 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,971 $2.42M 0.01% +3,826 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 59,754 $2.37M <0.01% -57,242 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 58,778 $2.34M 0.69% -821 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 58,242 $2.31M 2.33% -1,722 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 57,854 $2.3M 0.26% +13,298 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 56,201 $2.23M 0.12% +228 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 55,054 $2.19M 0.68% +1,137 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 54,854 $2.18M 0.71% +2,988 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 53,267 $2.12M 0.2% +44,631 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 52,969 $2.1M 0.19% +2,844 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 51,896 $2.06M 1.64% -2,581 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 51,732 $2.06M 1.03% -2,880 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 50,253 $2M 0.17% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 50,149 $1.99M 0.28% +998 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 49,914 $1.98M 0.12% -68,217 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 47,396 $1.88M 0.74% -506 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 46,070 $1.84M 0.07% -8,987 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 45,015 $1.79M 1.01% +30,133 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,847 $1.78M 0.01% -37,318 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 43,041 $1.71M 0.39% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 42,338 $1.68M 0.76% +4 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 41,551 $1.65M 0.23% -67,275 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 39,364 $1.56M 0.06% -2,256 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 39,042 $1.55M 1.05% -45 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 38,679 $1.54M 0.06% -502 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 38,015 $1.51M 0.03% new 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 37,995 $1.51M 0.76% new 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 37,194 $1.48M 1.47% +10,772 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 36,735 $1.46M 0.72% +3,087 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 36,744 $1.46M 0.4% -333 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 36,456 $1.45M 0.23% +761 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 35,549 $1.41M 0.37% +3,410 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 35,389 $1.41M 0.1% -372 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 35,172 $1.4M 0.07% +3,528 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 35,167 $1.4M <0.01% -6,765 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35,134 $1.4M 0.1% -1,262 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 34,789 $1.38M 0.14% -383 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 34,769 $1.38M 0.73% new 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. 34,657 $1.38M 0.03% -318 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 33,030 $1.31M 0.33% -500 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,856 $1.31M <0.01% -12 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 31,618 $1.26M 0.38% -15,163 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30,513 $1.21M 0.11% +701 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,988 $1.21M 0.01% +2,056 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 30,130 $1.2M 0.7% -10,727 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 30,000 $1.19M 0.13% +20,000 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 28,414 $1.13M 0.09% -1,161 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,039 $1.11M 0.02% +1,356 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 27,491 $1.09M 0.14% +6,439 13F-HR Timeline MOTCO More: the full row for MOTCO 26,556 $1.06M 0.1% -270 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 Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 26,014 $1.03M 0.01% +5,002 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 24,250 $968K 0.27% -70 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 24,293 $965K 0.08% +2,687 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,202 $962K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,064 $956K 0.01% -19,528 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 23,975 $953K 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,472 $929K 0.01% -6,545 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 23,179 $921K 0.11% -182 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,966 $912K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,155 $912K 0.03% +2,404 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 22,762 $904K 0.59% +4,012 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 21,314 $847K 0.17% -17,416 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,294 $846K 0.04% +1,122 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 20,216 $803K 0.23% +7,028 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,040 $796K 0.04% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,704 $783K 0.04% +2,319 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 19,367 $772K 0.26% +178 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,420 $772K 0.07% -68 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,133 $760K 0.02% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18,672 $742K 0.4% -1,683 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,184 $722K 0.01% +373 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 18,115 $720K 0.03% +4 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,730 $704K <0.01% -49 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 17,706 $703K 0.12% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,022 $676K 0.01% +8,144 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,649 $661K <0.01% -1,342 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 16,519 $656K 0.68% +674 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,265 $646K 0.29% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,226 $645K 0.34% -216 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 15,909 $632K 0.3% +5,699 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,851 $630K 0.02% -1,198 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 15,701 $624K 0.04% +10,177 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,654 $622K 0.18% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,409 $612K 0.04% +3,760 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 15,314 $608K 0.12% +1,802 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,934 $594K 0.03% -1,037 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,846 $590K 0.07% +82 13F-HR Timeline