SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 21,944 $1.12M 0.18% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 21,402 $1.09M 0.78% -9 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 21,166 $1.08M 0.05% -4,177 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 21,033 $1.07M 0.34% +2,233 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20,798 $1.06M 0.1% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 20,785 $1.06M 0.05% +1,116 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 18,763 $1.06M 0.7% +9,549 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,292 $1.04M 0.09% +196 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,181 $1.03M <0.01% -1,078 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,826 $1.01M 0.01% +714 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,742 $1.01M 0.01% +2,693 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 19,737 $1.01M 0.36% -346 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 19,664 $1M 0.1% -5,341 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 19,381 $989K 0.45% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,096 $975K 0.19% -52 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 18,640 $952K 0.18% -597 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,921 $940K 0.07% +3,713 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 18,100 $924K 0.01% +600 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,679 $903K 0.01% -899 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 17,406 $889K 0.22% -2,257 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,167 $876K 0.05% -1,092 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 17,059 $871K 0.14% +5,680 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 16,921 $864K 0.68% +11 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 16,741 $855K 0.24% -1,993 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 16,723 $854K 0.21% +1,398 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,719 $854K <0.01% -3,436 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 16,571 $846K 0.06% +1,260 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 16,497 $842K 0.44% +3 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,368 $836K 0.08% +191 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 16,075 $821K 0.03% -1,200 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 16,006 $817K 0.46% +15,991 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 15,737 $803K 0.16% +4,363 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 15,641 $798K 0.35% new 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,602 $797K 0.04% -1,189 13F-HR Timeline Group CIM, LLC More: the full row for CIM, LLC 15,480 $790K 0.1% +338 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 15,245 $778K 0.06% +883 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,080 $770K 0.03% +1,710 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 14,901 $761K 0.14% 0 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. 14,883 $759K 0.01% -416 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,861 $759K 0.1% +5,073 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,803 $756K 0.02% +501 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 14,470 $739K 0.08% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 14,373 $734K 0.18% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 14,372 $734K 0.08% +4,164 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,286 $729K 0.23% -2,162 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,145 $722K 0.01% -5,759 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 13,984 $714K 0.4% +1,921 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,959 $713K <0.01% +1,787 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 13,774 $703K 0.39% +693 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 13,761 $702K 0.29% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,050 $690K 0.04% -247 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,502 $689K 0.04% +508 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,449 $687K 0.02% -5,363 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,300 $679K 0.02% +1,135 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,055 $666K 0.1% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12,839 $655K 0.02% +5,857 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,827 $655K 0.03% +4,500 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,800 $653K 0.02% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 12,732 $650K 0.11% +2,297 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,699 $648K 0.06% +2,356 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,662 $646K 0.01% -1,224 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 12,632 $645K 0.34% +345 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 12,616 $644K 0.36% +2,699 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,606 $644K 0.01% +1,824 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 12,580 $642K 0.12% +6,919 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,553 $641K <0.01% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,497 $638K 0.02% -397 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 12,480 $637K 0.07% +6,907 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 12,437 $635K 0.29% +2,955 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 12,357 $631K 0.45% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,173 $621K 0.04% +262 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 12,034 $614K 0.45% +1,199 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 11,887 $607K 0.08% +218 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,789 $602K <0.01% -1,996 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 11,760 $600K 0.43% +2,624 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,627 $594K 0.13% -29,914 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,613 $593K 0.08% -901 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,500 $587K 0.07% +1,500 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,457 $585K 0.1% +839 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,300 $577K 0.01% 0 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 11,264 $575K 0.13% 0 13F-HR Timeline GWN SECURITIES INC. 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Kulyk & Associates, LLC 9,983 $510K 0.08% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 9,914 $506K 0.07% +374 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,874 $504K 0.16% +119 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,874 $504K 0.01% +500 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,291 $503K 0.12% +444 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 9,793 $500K 0.41% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,763 $498K 0.02% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,664 $493K 0.09% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,657 $493K <0.01% +835 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,633 $492K <0.01% +2,531 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,550 $488K 0.36% -700 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,513 $486K 0.03% +389 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,451 $482K 0.09% -18,348 13F-HR Timeline Prosperity Planning, Inc. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 8,350 $426K 0.11% -2,500 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 8,246 $421K 0.22% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 8,140 $416K 0.07% -7,731 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 8,134 $415K 0.05% -172 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 8,093 $413K 0.27% -1,331 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,033 $410K 0.16% -50 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,000 $408K <0.01% 0 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,000 $408K 0.32% +2,000 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,991 $408K 0.01% +3,160 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,978 $407K 0.02% -60 13F-HR Timeline Ausdal Financial Partners, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,933 $354K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,896 $352K 0.02% -174 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 6,894 $352K 0.2% +1,794 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,778 $346K 0.1% +5 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,735 $344K 0.06% -800 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,605 $337K <0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. 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