Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 34,321 $2.34M 0.47% -218 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 34,153 $2.33M 0.77% +7 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 34,036 $2.32M +129 Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 33,581 $2.29M 2.37% +192 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 33,332 $2.27M 1.03% +181 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 33,238 $2.26M 0.73% +26,024 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 33,096 $2.26M 0.06% +140 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 32,997 $2.25M 0.62% +6,616 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 32,787 $2.23M 0.2% -350 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 32,442 $2.21M 0.14% -4,311 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 32,349 $2.2M 0.01% -698 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 32,292 $2.2M 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 32,053 $2.18M 0.08% +866 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 31,971 $2.18M 0.28% -120,212 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 31,920 $2.17M 0.26% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 31,339 $2.13M 1.25% -499 13F-HR Timeline Sowa Financial Group, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 24,871 $1.69M <0.01% +758 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 24,623 $1.68M 0.51% -798 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 24,600 $1.67M 0.66% -150 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 24,558 $1.67M 0.38% -575 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 24,263 $1.65M 0.17% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 24,143 $1.64M 0.28% +249 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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More: the full row for Cullen/Frost Bankers, Inc. 21,608 $1.47M 0.02% +408 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 21,185 $1.44M 0.2% +908 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 21,154 $1.44M 0.2% -3,328 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 21,020 $1.43M 0.03% -5,073 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 20,966 $1.43M 0.18% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 20,856 $1.42M 0.65% -1,999 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,619 $1.4M 0.25% -1,448 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 20,586 $1.4M 0.37% -590 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,576 $1.4M <0.01% +248 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,037 $1.39M 0.2% -6,046 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 20,258 $1.39M 0.36% -6,615 13F-HR Timeline Ranch Capital Advisors Inc. 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LLC 14,621 $995K 0.06% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,602 $994K 0.01% -455 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,598 $994K 0.06% -73 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,544 $990K 0.03% +357 13F-HR Timeline Group 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 14,437 $983K 0.12% -421 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,354 $977K 0.09% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,381 $974K 0.04% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 14,184 $966K 0.22% +4 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 14,058 $961K 0.31% +25 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,858 $943K 0.05% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,815 $941K 0.01% -11,249 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,752 $936K 0.06% +1,561 13F-HR Timeline Advance Capital Management, Inc. 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