GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,144,840 $61.2M 1.23% +63,478 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 529,031 $28.3M 0.68% +31,161 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 284,357 $15.2M 2.81% +12,884 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 207,434 $11.1M <0.01% -5,001 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 125,218 $6.7M <0.01% -3,819 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 105,068 $5.62M 0.36% +4,324 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/ 95,917 $5.13M <0.01% -113 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 90,695 $4.85M 0.19% -50 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 51,290 $2.74M 0.12% +2,090 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 50,261 $2.69M 0.01% +5,739 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 47,598 $2.55M 0.16% -2,757 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 40,729 $2.18M <0.01% +1,449 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,515 $1.47M <0.01% -9,368 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,289 $1.35M <0.01% +2,156 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 22,206 $1.19M 0.09% +814 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,565 $939K <0.01% -93 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,020 $910K <0.01% +20 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,204 $866K <0.01% -46,366 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,124 $862K 0.02% +152 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,091 $846K 0.02% -408 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,065 $810K <0.01% +92 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,186 $705K <0.01% -2,412 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,931 $531K <0.01% -1,228 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,827 $525K <0.01% -390 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,217 $439K <0.01% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,547 $404K 0.19% -1,064 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,838 $366K 0.15% -197 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,934 $317K 0.02% -33 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,754 $308K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,130 $221K 0.01% -241 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,405 $182K 0.02% +9 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,195 $117K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,924 $103K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,300 $69.5K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 770 $41.2K <0.01% -17,982 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 575 $30.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 541 $28.9K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 503 $26.9K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 231 $12.4K <0.01% -32 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 132 $7.08K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 84 $4.49K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 90 $4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 65 $3.48K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $18 <0.01% new 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.