Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 58,491 $2.28M 0.2% -1,086 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 58,462 $2.28M 0.3% +9,707 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 58,223 $2.27M 0.02% -8,815 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 55,630 $2.17M 1.64% +977 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 54,845 $2.14M 1.91% 13F-HR Timeline Eaton-Cambridge Inc. 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More: the full row for CarsonAllaria Wealth Management, Ltd. 50,756 $1.98M 0.98% +743 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 47,349 $1.95M 0.06% +155 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 50,093 $1.95M 0.06% -17 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 49,755 $1.94M 0.2% -1,992 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 49,649 $1.93M 1.81% -327 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 49,072 $1.91M 0.63% +10,105 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 48,669 $1.9M 0.8% -1,533 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 48,556 $1.89M 0.02% +4,289 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 47,692 $1.86M 0.52% +10,686 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 46,213 $1.8M 0.04% -1,387 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 45,824 $1.79M 1.39% +9,634 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 43,361 $1.77M 0.86% new 13F-HR Timeline GWN SECURITIES INC. 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Derek Lewis & Associates Inc. 41,550 $1.62M 0.36% +3,542 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 41,441 $1.61M 1.02% -1,332 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 40,152 $1.59M 0.25% +678 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 40,496 $1.58M 0.57% -5,988 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 40,405 $1.57M 0.24% -1,040 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 40,311 $1.57M 0.23% -711 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for Sterling Wealth Management, Inc. 24,066 $938K 0.26% +35 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,455 $928K 0.1% +8,407 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 23,452 $914K 0.23% +5 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. 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More: the full row for Kovack Advisors, Inc. 18,807 $733K 0.04% +1,329 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 18,777 $732K 0.31% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 18,276 $712K 0.06% +27 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 17,697 $689K 0.32% -324 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 17,547 $684K 0.24% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 17,528 $683K 0.32% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 17,190 $670K 0.08% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 17,120 $667K 0.33% +1,344 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 16,801 $655K 0.22% -263 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,778 $654K 0.02% +3,338 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,727 $652K +2,579 Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,596 $647K 0.1% +10 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,270 $634K 0.28% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 16,239 $633K 0.16% +4,654 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,070 $626K 0.43% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 15,253 $621K 0.44% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 15,819 $616K 0.15% +3,355 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 15,756 $614K 0.11% +339 13F-HR/A Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 15,714 $612K 0.32% -645 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 15,667 $610K 0.55% +1 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,599 $608K 0.16% -172 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,767 $605K 0.07% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 15,431 $601K 0.28% +4,026 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,557 $567K <0.01% +3,373 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 14,550 $567K 0.35% +4 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 14,521 $566K 0.58% +242 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,494 $565K <0.01% +1,390 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,488 $564K 0.08% -256 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,352 $559K 0.06% +282 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,348 $559K <0.01% +3,996 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,341 $559K 0.04% +1,280 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 14,241 $555K 0.18% -48 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 14,015 $546K 0.18% -6,616 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 13,784 $537K 0.16% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,695 $534K 0.04% 0 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 13,658 $532K 0.29% -721 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 13,680 $530K +3,000 Timeline Wheels Up Wealth, Inc. 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