GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 84,037 $6.35M 0.1% -7,583 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 83,422 $6.3M 0.38% +11,673 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 83,002 $6.27M 0.93% -4,276 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 82,799 $6.25M 0.31% +902 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 82,450 $6.23M 0.08% +4,080 13F-HR Timeline Group Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 82,230 $6.21M 1.89% 0 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 81,171 $6.13M 1.46% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 80,824 $6.1M 1.61% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 80,631 $6.09M 0.03% +322 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 59,820 $4.52M 0.36% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 59,479 $4.49M 0.16% +6,485 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 59,306 $4.48M 0.13% -313 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 58,935 $4.45M 1.8% -478 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 58,855 $4.44M 3.46% -1,336 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 58,820 $4.44M 0.3% 0 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 58,401 $4.41M 0.46% -4,960 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 58,292 $4.4M 0.12% +8,388 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 58,235 $4.4M 0.14% -4,854 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 58,008 $4.38M 0.1% +1,628 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 57,860 $4.37M 0.08% -836 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 58,084 $4.34M 1.65% +7,907 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 49,100 $4.33M 0.54% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 56,188 $4.24M 0.14% 0 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 55,682 $4.2M 0.89% +8,152 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Security Financial Services, INC. 53,685 $4.05M 0.56% +6,569 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 53,684 $4.05M 2.73% +2,367 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 53,485 $4.04M 0.86% +5,017 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 53,409 $4.03M 0.07% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 53,352 $4.03M 0.54% +605 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 53,117 $4.01M 0.75% -6,011 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 52,041 $3.93M 0.95% +14,525 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 52,018 $3.93M 0.09% -21,914 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 51,881 $3.92M 0.06% +5,104 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 51,852 $3.92M 2.19% +3,578 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 51,572 $3.89M 0.43% +2,016 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 51,396 $3.88M 1.27% +3,577 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 46,933 $3.54M 0.06% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 46,825 $3.54M 0.78% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 46,798 $3.53M 0.03% +22,870 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 46,755 $3.53M 0.52% -33,011 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 46,711 $3.53M 1.12% +9,809 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 46,542 $3.51M 0.24% +217 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 46,402 $3.5M 0.07% -5,277 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 46,387 $3.5M 0.21% -18,711 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 46,233 $3.49M 1.21% -354 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 46,215 $3.49M 0.42% -228,896 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 46,197 $3.49M 0.89% +1,313 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 45,934 $3.47M 0.69% +6,502 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 45,596 $3.44M 1.82% -1,050 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 45,561 $3.44M 1.2% -430 13F-HR Timeline Kovack Advisors, Inc. 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