CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,850 $378K 0.09% -57 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,691 $371K 0.18% -666 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,661 $370K 0.16% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,640 $369K <0.01% +792 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,545 $363K 0.13% +43 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,386 $358K 0.1% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. 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More: the full row for Exit Wealth Advisors, LLC. 6,582 $281K 0.13% +37 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,784 $277K 0.09% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,222 $265K <0.01% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,132 $262K 0.09% +365 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 5,769 $246K 0.13% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,573 $238K 0.04% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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Allen Investments, LLC 4,703 $201K 0.13% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 4,515 $193K 0.14% -1,567 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,618 $154K 0.09% -7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,033 $129K <0.01% +375 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 2,915 $124K 0.06% +324 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,607 $111K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,314 $99K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2,140 $91.3K 0.05% +260 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,996 $85K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,967 $83.9K 0.03% +323 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,844 $76.6K 0.01% +10 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Steigerwald, Gordon & Koch Inc. 862 $36.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 833 $35.5K <0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 748 $31.9K <0.01% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 674 $28.8K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 645 $27.5K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 603 $25.7K <0.01% -1,059 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 555 $23K 0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for 1620 INVESTMENT ADVISORS, INC. 265 $11.3K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 260 $11.1K <0.01% +13 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 188 $8.02K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 182 $7.75K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 177 $7.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 158 $6.74K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 139 $5.93K <0.01% +1 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 134 $5.72K <0.01% -144 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 112 $4.77K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 106 $4.52K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 103 $4.42K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 95 $4.05K <0.01% -14 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 112 $4K <0.01% +1 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 17 $725 <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. 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