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ALLISON & CO., INC. 3,602 $336K 0.23% +175 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,599 $336K 0.3% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,595 $336K 0.08% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,581 $334K 0.03% -40 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,567 $333K 0.05% +343 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,560 $332K 0.08% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,542 $331K 0.19% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,542 $331K 0.06% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,300 $308K 0.03% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,300 $308K 0.13% +500 13F-HR Timeline Copley Financial Group, Inc. 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Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,069 $287K 0.04% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,068 $286K 0.37% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,052 $285K 0.1% -51 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for MARQUETTE ASSOCIATES, INC. 2,816 $263K 0.32% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,815 $263K 0.03% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,814 $263K 0.09% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,813 $263K 0.01% -772 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,810 $262K 0.07% -703 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,785 $260K 0.03% +433 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,781 $260K 0.15% +200 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,779 $259K 0.03% +350 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,778 $259K 0.03% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,759 $258K 0.06% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 2,752 $257K 0.03% +294 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,746 $256K 0.06% -19,169 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Willow Creek Wealth Management Inc. 2,722 $254K 0.02% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,719 $254K 0.17% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,716 $254K 0.02% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,715 $254K 0.08% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,700 $252K 0.07% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,693 $251K 0.09% -37 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,692 $251K 0.02% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,690 $251K 0.03% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,688 $251K 0.11% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,675 $250K 0.16% -21,073 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,675 $250K 0.04% 0 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,666 $249K 0.01% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,666 $249K 0.16% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,655 $248K 0.01% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,568 $240K 0.04% 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,531 $239K 0.09% 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,554 $238K 0.08% 0 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 2,552 $238K 0.03% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,551 $238K 0.03% -325 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,549 $238K 0.02% -766 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,542 $237K 0.07% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,542 $237K 0.13% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,520 $235K 0.09% -121 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,514 $235K 0.05% -97 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,511 $234K 0.04% -279 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,509 $234K 0.06% +157 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,506 $234K 0.06% new 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,491 $233K 0.01% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,492 $233K 0.09% +67 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,492 $233K 0.03% +115 13F-HR Timeline BIRCHBROOK, INC. 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