GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,034 $1.99M 0.04% -77 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 14,378 $1.9M 0.74% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,970 $1.85M 0.02% -47 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,942 $1.85M 0.41% -2,090 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,667 $1.81M 0.13% -43 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,625 $1.8M 0.12% -18 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,601 $1.8M 0.12% -942 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 13,650 $1.79M 0.31% -603 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,183 $1.75M 0.02% -377 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,160 $1.74M 0.04% +5,313 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,047 $1.73M 0.08% +9,384 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,937 $1.71M <0.01% -517 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,837 $1.7M 0.32% +532 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 12,653 $1.67M 0.03% new 13F-HR/A Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 12,580 $1.67M 1.4% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,413 $1.66M 0.05% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,305 $1.63M <0.01% -6,363 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,295 $1.63M <0.01% -375 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,294 $1.63M 0.02% +6,783 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,278 $1.63M 0.11% +908 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,741 $1.55M 0.04% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,446 $1.52M 0.11% -231 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 11,354 $1.5M 0.54% -43 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 11,350 $1.5M 0.11% -952 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 11,106 $1.47M 0.14% -37 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,102 $1.47M 0.05% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,100 $1.47M <0.01% -5,900 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,988 $1.45M 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,844 $1.44M 0.02% +77 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,842 $1.44M <0.01% +1,132 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,766 $1.42M 0.6% -121 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 10,687 $1.41M 0.2% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,686 $1.41M 0.02% +1,171 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,599 $1.4M 0.02% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,533 $1.39M <0.01% +1,752 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,339 $1.37M 0.02% -194 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,268 $1.36M 0.22% +3 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,007 $1.32M 0.08% +851 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,829 $1.32M 1.34% +20 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,706 $1.28M <0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,704 $1.28M 0.02% 0 13F-HR Timeline American Trust More: the full row for American Trust 9,615 $1.27M 0.11% -1,414 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,395 $1.24M 0.14% -418 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,381 $1.24M 0.85% -121 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,356 $1.24M 0.93% -170 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 8,973 $1.2M 0.02% +4,151 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,913 $1.18M 0.04% -49 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,887 $1.18M 0.01% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,745 $1.16M 0.05% +788 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,709 $1.15M +4,428 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,614 $1.14M 0.03% +220 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 8,586 $1.14M 0.54% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 8,423 $1.11M 0.59% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,415 $1.11M 0.01% -463 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,350 $1.11M 0.18% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 8,338 $1.1M 0.73% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 8,332 $1.1M <0.01% +44 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,097 $1.07M 0.1% -205 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,960 $1.05M 0.06% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,850 $1.04M 0.54% +1,798 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,544 $999K <0.01% +1,228 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,469 $989K 0.2% +12 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,404 $980K 0.08% -36 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,373 $976K 0.09% +414 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,251 $960K 0.03% -217 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,075 $937K 0.21% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,913 $915K 0.34% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 6,819 $903K 0.17% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,797 $900K 0.09% new 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,776 $897K 0.42% +12 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,751 $894K 0.06% -355 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,689 $885K 0.08% -94 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,687 $885K <0.01% -75 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,631 $878K 0.2% +3,524 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,604 $874K 0.02% +660 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,575 $870K 0.01% +859 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,495 $860K 0.04% -167 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,453 $854K 0.04% -116 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,270 $830K 0.04% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,247 $827K <0.01% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,210 $822K 0.11% -5,904 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,179 $818K 0.08% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,878 $778K <0.01% -6,317 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,814 $770K 0.02% +738 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,797 $767K 0.01% +3,442 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,776 $765K <0.01% +1,170 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,749 $761K 0.2% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,740 $760K 0.02% +226 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,637 $746K 0.55% -110 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,493 $736K 0.46% -330 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,457 $722K <0.01% +166 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,410 $716K 0.25% +36 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,343 $707K 0.23% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,337 $706K 0.15% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,322 $704K 0.01% +2,108 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,277 $699K 0.06% -240 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,184 $686K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,115 $677K 0.03% -369 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,040 $667K 0.02% +1,969 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 5,017 $664K 0.1% +1,257 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,000 $662K 0.02% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,000 $662K 0.2% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,953 $656K 0.05% +178 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,941 $654K 0.65% +6 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,896 $648K 0.02% -200 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,814 $637K 0.01% -435 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,789 $634K <0.01% 13F-HR/A Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 4,696 $622K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,691 $621K 0 Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,691 $621K 0.34% -37 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,675 $619K 0.2% +358 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,656 $616K 0.15% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,608 $610K 0.04% -729 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,529 $599K <0.01% +12 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,461 $590K 0.04% -14,439 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,433 $587K <0.01% -4,903 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,413 $584K <0.01% +106 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,410 $584K 0.26% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,365 $578K 0.05% -488 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,348 $576K 0.01% +166 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,335 $574K 0.06% -406 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,330 $573K 0.09% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,327 $573K 0.2% -325 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $567K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,268 $565K 0.01% 0 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,226 $559K 1.7% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $555K 0.11% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,103 $543K 0.06% -496 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,063 $538K 0.02% +419 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,965 $525K 0.01% +550 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,935 $521K 0.08% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,923 $519K 0.11% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,922 $519K <0.01% +157 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,906 $517K <0.01% 0 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,905 $517K 0.02% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,879 $513K 0.12% -1 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,859 $511K 0.27% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,851 $510K 0.21% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,845 $509K 0.02% +151 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,839 $508K 0.07% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,809 $504K 0.06% -52 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,777 $500K 0.08% -3,851 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,773 $499K 0.04% -492 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,762 $498K <0.01% +446 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,735 $494K 0.03% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,674 $486K 0.05% -49 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,635 $481K 0.09% +112 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,612 $478K 0.06% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,531 $475K 0.11% -280 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,531 $467K 0.17% new 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,525 $467K 0.44% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,500 $463K 0.08% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,490 $462K 0.11% -5 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,462 $458K 0.04% -9 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,445 $456K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,429 $454K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,403 $451K 0.01% -8 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,345 $443K 0.02% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,340 $442K 0.08% +1,743 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,334 $441K <0.01% +829 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,306 $438K 0.08% -265 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,231 $431K 0.03% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,234 $428K 0.11% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,196 $423K 0.02% -310 13F-HR/A Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,165 $419K 0.13% -30 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,151 $417K 0.01% -497 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,096 $410K 0.01% -161 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,085 $408K 0.03% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,008 $402K <0.01% +481 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,022 $400K <0.01% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,000 $397K 0.21% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,975 $396K 0.1% -7 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,974 $394K 0.09% new 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 2,969 $393K 0.14% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,961 $392K 0.02% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,958 $392K 0.23% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,936 $389K 0.37% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,934 $388K 0.21% 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,912 $385K 0.32% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,909 $385K 0.01% -13 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,865 $379K 0.01% -964 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,861 $379K 0.04% +130 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,796 $370K 0.01% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 2,785 $369K 0.19% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,776 $367K 0.02% +36 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,721 $364K 0.01% +524 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,640 $349K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,624 $347K 0.3% +651 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,624 $347K 0.01% new 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,618 $347K 0.12% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,609 $345K 0.04% -5,218 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,599 $344K 0.08% -86 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,559 $339K 0.01% -25 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,444 $324K 0.01% -214 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,401 $318K 0.3% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,398 $317K 0.02% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,370 $314K 0.03% -30 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,363 $313K 0.02% +2 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,304 $305K 0.02% -3 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,248 $298K 0.05% +6 13F-HR Timeline