Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,528 $825K 0.02% +3,679 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,492 $823K 0.02% -121 13F-HR Timeline 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 14,352 $815K 0.1% +158 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,259 $810K 0.07% -828 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 14,240 $809K 0.11% -180 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,163 $804K 0.1% -36 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,152 $804K 0.02% +845 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,600 $802K 0.06% -3,390 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,072 $799K 0.47% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 14,056 $798K 0.9% +4,888 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,998 $795K 0.02% +1,828 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 13,910 $790K 0.53% -1,113 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,900 $789K 0.1% 0 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,893 $789K 0.18% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,876 $788K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,870 $788K 0.03% +7,289 13F-HR/A Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 13,836 $786K 0.17% -160 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,783 $783K 0.04% -253 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 13,693 $778K 0.08% -2,852 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 13,681 $777K 0.21% +243 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 13,622 $774K 0.04% +2,739 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 13,615 $773K 0.01% -93 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,566 $770K 0.18% -899 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 13,560 $770K 0.1% +6,077 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 13,542 $769K 0.26% -320 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,471 $765K 0.33% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,447 $764K 0.02% +3,429 13F-HR/A Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 13,447 $764K 0.87% +523 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 13,431 $763K 0.25% +1,223 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,417 $762K 0.12% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,398 $761K 0.04% -10,737 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 13,393 $761K 0.09% -3,034 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 13,360 $759K 0.31% -690 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,318 $756K <0.01% +1,669 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 13,290 $755K 0.18% +3,745 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,145 $753K 0.17% +1,640 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 13,196 $749K 0.22% new 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 13,191 $749K 0.07% -574,965 13F-HR Timeline Trust Co More: the full row for Trust Co 13,172 $748K 0.07% +1,557 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 13,164 $748K 0.18% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,101 $744K 0.01% +6,635 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 13,080 $743K 0.34% +1,000 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,065 $742K 0.08% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,040 $741K 0.09% -125 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,033 $740K 0.1% -987 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,014 $739K 0.04% -50,453 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 12,985 $737K 0.34% +488 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,968 $736K 0.08% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 12,905 $733K 0.29% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,894 $732K 0.04% -3,678 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,853 $730K 0.02% -977 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,843 $729K 0.08% -884 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,319 $724K 0.06% +526 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 12,750 $724K 0.11% new 13F-HR Timeline Group BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,260 $722K 0.3% +943 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 12,700 $721K 0.02% +5,400 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,683 $720K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,628 $717K 0.21% -307 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 12,626 $717K 0.31% -1,600 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 12,606 $716K 0.14% -19 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,583 $715K 0.02% +1,398 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,539 $712K 0.03% +692 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,757 $711K 0.2% -41,742 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 12,489 $709K 0.33% -797 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 12,475 $708K 0.1% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 12,463 $708K 0.06% +1,597 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,909 $706K 0.01% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 12,407 $705K 0.23% -1,988 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 12,386 $703K 0.36% 0 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 10,650 $702K 0.33% -4,037 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,315 $699K 0.39% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,300 $699K 0.05% 0 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 12,291 $698K 0.75% +8,306 13F-HR Timeline ANB BANK More: the full row for ANB BANK 12,289 $698K 0.28% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,270 $697K 0.02% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 12,250 $696K 0.05% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,247 $696K 0.04% +857 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,230 $695K +6,958 Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 12,187 $692K 0.7% +34 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,184 $692K 0.03% +24 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,160 $691K 0.01% +3,244 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,127 $689K 0.01% +503 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,076 $686K 0.03% -400 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,050 $684K 0.05% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,000 $681K 0.11% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,953 $679K 0.05% -653 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 11,901 $676K 0.54% +1,925 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 11,879 $675K 0.12% new 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 11,857 $673K 0.51% +29 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,803 $670K 0.17% +5 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 11,764 $668K 0.46% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,744 $667K 0.05% +1,545 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,725 $666K 0.01% +7,454 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 11,664 $662K 0.25% -113 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,361 $659K 0.01% +2,981 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,573 $657K 0.09% -1 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,534 $656K 0.04% +31 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 11,523 $654K 0.09% new 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 11,510 $654K +437 Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,483 $652K 0.13% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,442 $650K 0.02% +6,235 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 11,437 $650K 0.2% -380 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,371 $646K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,357 $645K 0.27% +114 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,329 $643K 0.06% +878 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 11,276 $640K 0.11% -743 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 11,247 $639K 0.17% -69 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,247 $639K 0.04% +4,085 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,227 $638K 0.06% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,225 $637K 0.01% -82,668 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,643 $637K 0.04% -453 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,164 $634K 0.24% -641 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 11,140 $633K 0.21% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 11,128 $632K 0.09% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,903 $630K 0.09% -89 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 11,056 $628K 0.05% -13,561 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,005 $625K <0.01% -346,125 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 11,000 $625K 0.35% 0 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,986 $624K 0.13% +1,144 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,958 $622K 0.13% -728 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 10,823 $619K 0.54% -8 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,830 $615K 0.07% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 10,829 $615K 0.22% +1 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 10,803 $614K 0.5% -12,285 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 10,803 $614K 0.54% -46,589 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 10,794 $613K 0.14% -225 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 10,726 $609K 0.53% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,717 $609K 0.04% +330 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 10,713 $608K 0.17% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,707 $608K 0.01% +3,066 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,622 $603K <0.01% +3,524 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,600 $602K 0.02% +1,674 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,571 $600K 0.05% 0 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,559 $600K 0.03% +6,485 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,554 $599K 0.04% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,457 $594K 0.02% +3,264 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,445 $593K 0.42% +191 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 10,418 $592K 0.38% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,400 $591K 0.15% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,322 $586K 0.03% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,292 $584K 0.02% -794 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,253 $582K 0.04% +232 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,142 $576K 0.04% +790 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 10,118 $575K <0.01% -6,689 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,060 $571K 0.17% -130 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 10,037 $570K 0.3% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,018 $569K 0.02% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,012 $569K 0.09% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,011 $569K <0.01% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 9,926 $568K 0.55% +45 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $568K 0.09% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 10,000 $568K 0.22% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 9,975 $566K 0.53% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,886 $561K 0.45% -2,383 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,831 $558K 0.2% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 9,794 $556K 0.16% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,780 $555K 0.02% 0 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,735 $553K 0.36% -100 13F-HR Timeline CROBAN More: the full row for CROBAN 9,658 $548K 0.26% -256 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,631 $547K 0.08% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 8,698 $546K 0.29% -631 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 9,583 $544K 0.31% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,548 $542K 0.02% -28 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,901 $542K 0.03% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 9,470 $538K 0.02% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 9,424 $535K 0.07% 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 9,405 $534K 0.16% -122 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. 9,405 $534K 0.01% +1,175 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,357 $531K 0.21% +452 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 9,334 $530K 0.36% -691 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 9,321 $529K 0.27% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,279 $527K 0.01% -10,826 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,273 $527K 0.02% +5,261 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,268 $526K 0.02% -68,857 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 9,253 $525K 0.18% -878 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,246 $525K 0.08% +319 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,233 $524K 0.01% +458 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 8,160 $523K 0.32% +1,439 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,074 $515K 0.04% +30 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,069 $515K 0.03% +1,458 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,063 $515K 0.05% +660 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,050 $514K 0.03% -988 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,009 $512K 0.01% -25 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,962 $509K 0.11% +563 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,934 $507K 0.1% -383 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,900 $505K 0.22% -95 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,898 $505K 0.17% -2,184 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/ 8,916 $505K <0.01% +478 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 8,883 $504K 0.07% +482 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,841 $502K 0.15% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,806 $500K 0.29% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,782 $499K 0.01% +858 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,778 $498K 0.13% +881 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,759 $497K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,710 $495K 0.09% +504 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,705 $494K 0.33% +217 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8,701 $494K 0.06% +6,743 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,686 $493K 0.07% +64 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,673 $493K 0.17% -4,385 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,669 $492K 0.11% 0 13F-HR Timeline