CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 79,073 $3.38M 1.39% -5,740 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 78,816 $3.37M 1.95% +25,323 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. 76,659 $3.28M 0.07% -150 13F-HR Timeline Group Foster Group, Inc. 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More: the full row for Schulz Wealth, LTD. 69,589 $2.98M 1.97% +31,070 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 69,528 $2.97M 0.74% +2,903 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 68,932 $2.95M 0.98% +946 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 65,156 $2.79M 0.75% -32,201 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 64,938 $2.78M 0.01% 0 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $2.66M 1.16% -60,222 13F-HR Timeline Amount filed as zero, left out of ratios. Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 61,424 $2.63M 0.65% +719 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 60,205 $2.57M 1.75% +936 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 59,220 $2.53M 1.59% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57,489 $2.46M 0.06% +21,763 13F-HR/A Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 55,640 $2.38M 1.83% +4,987 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 38,497 $1.65M 0.59% -202 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 38,451 $1.64M 0.23% +1,454 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 37,394 $1.6M 0.09% +227 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 36,188 $1.55M 0.12% +19,169 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 35,957 $1.54M 0.01% 13F-HR/A Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 35,236 $1.51M 0.52% +1,674 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 35,015 $1.5M 0.17% +4,456 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 34,416 $1.47M 0.87% +14 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 34,374 $1.47M 0.65% +575 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 34,160 $1.46M 0.47% -2,018 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 32,490 $1.39M 0.02% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 31,651 $1.35M 0.03% +722 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 30,612 $1.31M 0.1% +3,740 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 30,571 $1.31M 0.45% +1,516 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 30,469 $1.3M 1.57% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 30,287 $1.3M 0.08% +1,741 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 30,085 $1.29M 0.06% +7,303 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 29,935 $1.28M <0.01% -1,240 13F-HR Timeline Group Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 29,608 $1.27M 0.61% -2,696 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 29,303 $1.25M 0.51% -983 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 27,800 $1.19M <0.01% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 27,662 $1.18M 0.47% +319 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 27,389 $1.17M 0.69% +4,355 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 26,301 $1.12M 0.7% +4,890 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 25,628 $1.1M 0.3% +3,325 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 25,200 $1.08M 0.19% +2,550 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 24,893 $1.06M 0.51% -1,309 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,673 $1.05M <0.01% +19,605 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,494 $1.05M <0.01% +2,704 13F-HR Timeline Group GEN Financial Management, INC. 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More: the full row for TAGStone Capital, Inc. 18,233 $780K 0.31% -69 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 17,107 $738K 0.45% +2,595 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,884 $722K 0.02% -3,196 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 16,442 $703K 0.02% +1,333 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 16,362 $700K 0.26% +3,948 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,282 $696K 0.11% +1,398 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 16,251 $695K 0.15% -6,425 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 16,184 $694K 0.33% +2,287 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 15,791 $675K 0.44% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 15,681 $671K 0.16% -1,539 13F-HR Timeline 25 LLC More: the full row for 25 LLC 15,507 $663K 0.23% +2,687 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 15,190 $650K 0.41% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 15,002 $641K 0.45% +1,038 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,379 $615K 0.05% +583 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 14,086 $602K 0.21% +2,814 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,003 $599K <0.01% +6,435 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 13,985 $598K 0.34% +540 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,857 $593K 0.01% -573 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 13,603 $582K 0.2% -505 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 13,199 $564K 0.21% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 13,040 $558K 0.35% +5,555 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,790 $547K 0.01% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 12,122 $518K 0.18% -2,295 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,067 $516K 0.02% +135 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,013 $514K 0.01% -1,209 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,976 $512K 0.11% +1,071 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 11,752 $503K 0.37% +487 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,714 $501K <0.01% -510 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 10,679 $457K 0.06% +120 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,501 $449K 0.05% +100 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,401 $445K 0.1% -126 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,262 $439K 0.01% +503 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 10,073 $431K 0.26% +2 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for Archvest Wealth Advisors, Inc. 9,584 $410K 0.37% -3,970 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,516 $407K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,443 $404K 0.01% new 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 9,103 $389K 0.15% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,047 $387K 0.06% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,022 $386K 0.03% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,000 $385K 0.07% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,968 $383K 0.02% +3,210 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,895 $380K <0.01% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,718 $373K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,507 $364K 0.06% +60 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,466 $362K <0.01% -3,972 13F-HR Timeline Group New Capital Management LP More: the full row for New Capital Management LP 8,465 $362K 0.09% -23,407 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 8,441 $361K 0.03% new 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 8,204 $351K 0.11% -621 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 800,812 $342K 5.99% +15,194 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,976 $341K 0.1% -7 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,605 $325K 0.03% +1,061 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 7,603 $325K 0.05% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,447 $318K 0.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,250 $310K 0.04% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 7,200 $308K 0.14% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,188 $307K <0.01% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,793 $290K 0.12% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,762 $289K 0.04% -8,128 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 6,709 $287K 0.06% -8 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,664 $285K 0.19% +10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,544 $280K 0.02% -1,523 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,432 $275K 0.06% +6,376 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 6,324 $270K 0.1% -633,856 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,265 $269K <0.01% +4,387 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,255 $267K 0.02% -1,713 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,077 $260K 0.01% -5,788 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,075 $260K 0.12% +113 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,046 $259K 0.06% +736 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,973 $255K <0.01% -350 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,938 $255K 0.11% 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 5,953 $255K 0.09% -461 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,947 $254K 0.03% +48 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 5,871 $251K 0.15% -952 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 5,854 $250K 0.03% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 5,579 $239K 0.09% +232 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,347 $229K <0.01% -212 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,222 $223K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,189 $222K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,114 $219K 0.14% -7,782 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,787 $205K <0.01% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,776 $204K 0.08% -1,284 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,300 $184K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,608 $154K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,889 $124K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,607 $111K 0.01% +269 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,420 $103K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,320 $99.2K <0.01% -13,932 13F-HR Timeline Group GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,104 $90K 0.04% -1,045 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,078 $88.8K <0.01% +24 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,027 $86.7K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,912 $81.8K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,750 $74.8K 0.01% +20 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,700 $72.6K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,649 $70.5K <0.01% +369 13F-HR/A Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,421 $60.8K 0.02% -239 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,250 $53.5K <0.01% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,111 $47.5K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,070 $45.8K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,047 $44.9K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 970 $41.5K 0.01% -796 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 829 $35.5K <0.01% +186 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 785 $33.6K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 713 $30.5K <0.01% -4,000 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 621 $26.6K 0.01% -50 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 601 $25.7K 0.01% +513 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 504 $21.6K <0.01% +89 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 474 $20.3K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. 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