Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 38,705 $1.96M 0.04% +17,929 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 38,651 $1.96M <0.01% +5,581 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 38,060 $1.93M 0.15% +5,689 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 37,278 $1.89M 0.03% -15,612 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 36,976 $1.87M <0.01% +3,540 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 36,356 $1.84M 0.08% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 35,586 $1.8M 0.08% +468 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,281 $1.79M 0.01% -27,689 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 34,738 $1.76M 0.2% +6,468 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,466 $1.74M 0.01% -1,495 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 33,738 $1.71M 0.02% -4,918 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 33,482 $1.69M 0.15% 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 33,473 $1.69M 0.29% -77,298 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,245 $1.68M 0.27% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 33,058 $1.68M 0.86% +1,029 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 32,890 $1.66M 0.01% -340 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 32,298 $1.63M 1.62% -5,773 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 31,533 $1.6M 0.01% +25,765 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,298 $1.58M 0.02% +18,441 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 31,253 $1.58M 0.07% +357 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,169 $1.58M 0.03% +2,588 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 31,119 $1.57M 0.03% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 30,954 $1.57M 0.39% -248 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,746 $1.56M 0.04% +26,084 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 30,642 $1.55M 0.19% +5,041 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 30,581 $1.55M 0.02% -1,396 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 30,491 $1.54M 0.02% -46,873 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 29,945 $1.52M 0.69% +1,299 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 28,867 $1.46M 0.92% +10,446 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 28,572 $1.45M 0.06% -11,988 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 28,361 $1.44M 0.07% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 28,227 $1.43M 1.21% -7,100 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 28,135 $1.42M 0.24% +5,815 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 27,613 $1.4M 0.31% -7,179 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 27,570 $1.4M 0.43% +10,275 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 27,518 $1.39M +20,666 Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 27,325 $1.38M 0.18% -20,902 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 31,788 $1.37M 0.39% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 26,245 $1.33M 0.82% +24,235 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,036 $1.32M 0.01% new 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 26,056 $1.32M 0.14% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,726 $1.3M 0.01% +3,072 13F-HR Timeline Group ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 25,370 $1.28M 0.98% new 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 24,722 $1.25M 0.87% +12,750 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 24,585 $1.24M 0.63% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 24,580 $1.24M <0.01% 0 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 24,517 $1.24M 0.04% +1,890 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 24,371 $1.23M 0.33% -1,807 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 23,512 $1.19M 0.24% +154 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 23,221 $1.18M 0.75% -26,553 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 23,156 $1.17M 0.9% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 22,988 $1.16M 0.71% -6,362 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 21,987 $1.11M 0.39% -2,507 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 21,363 $1.08M 0.08% +23 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 21,272 $1.08M 0.04% +8,391 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 21,069 $1.07M 1.07% -438 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 20,906 $1.06M 0.14% -22,922 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,868 $1.06M 0.2% -871 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 20,648 $1.05M 0.19% +956 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 20,505 $1.04M 0.26% +50 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 20,226 $1.02M 0.16% -188 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,138 $1.02M 0.01% +7 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,800 $1M 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 19,420 $983K 0.03% +1,735 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 19,350 $979K 0.03% +1,500 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 19,258 $975K 0.12% +11,164 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 18,930 $958K 0.8% -1,759 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 18,833 $953K 0.75% +4,485 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 18,307 $927K 0.07% +333 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,289 $926K 0.06% +112 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 18,311 $925K 0.01% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 17,774 $900K 0.42% -1,625 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 17,673 $894K 0.35% +685 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,534 $888K 0.66% +9,633 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 17,519 $887K 0.5% +1,250 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 17,392 $880K 0.05% -5,694 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 17,310 $876K 0.35% +987 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 16,971 $859K 0.3% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 16,820 $851K 0.06% +2,018 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 16,380 $829K 0.16% +315 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,263 $823K 0.01% +793 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 16,109 $815K 0.04% +1,546 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 16,091 $815K 0.13% +2 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 15,775 $799K 0.04% -200 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 15,633 $791K 0.07% +8,142 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 15,313 $775K 0.17% -24,005 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,230 $771K 0.13% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,207 $770K 0.04% -1,087 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 14,954 $757K 0.21% +2,145 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,914 $755K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,641 $741K <0.01% -588 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 14,578 $738K 0.15% +96 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 14,516 $735K 0.09% +6,451 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,500 $734K 0.03% -5,132 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 14,087 $713K 0.26% +885 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,862 $702K 0.08% -1,294 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 13,700 $693K 0.19% +197 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 13,656 $691K 0.18% -781 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,486 $683K 0.07% -595 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,484 $683K <0.01% -20,495 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 13,470 $682K 0.14% -314 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 13,450 $681K 0.09% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,246 $671K 0.49% -1,049 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,240 $670K 0.1% -40 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 13,103 $663K 0.2% -631 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 13,087 $662K 0.08% -3,880 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 12,975 $657K 0.29% +8,755 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 12,829 $648K 0.44% -1,583 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 12,552 $635K 0.13% +345 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 12,523 $634K 0.08% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,276 $621K 0.06% -88 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 12,240 $620K 0.31% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 12,170 $616K 0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,966 $606K <0.01% -2,247 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,840 $599K <0.01% +7,424 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 11,780 $596K 0.13% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,690 $592K 0.09% +49 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 11,655 $590K 0.23% +4,555 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,655 $590K 0.05% -200 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 11,652 $590K 0.18% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,476 $581K <0.01% -10,689 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 11,448 $579K 0.37% -53,356 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,329 $573K 3.49% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 11,116 $563K 0.09% +337 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 10,943 $554K 0.18% 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,890 $551K 0.01% +2,666 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 10,767 $545K 0.15% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,690 $541K 0.14% -470 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,428 $526K 0.02% new 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,378 $525K 0.04% +2,614 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,322 $523K 0.03% -617 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 10,236 $518K 0.18% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 10,155 $514K 0.08% -439 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,074 $510K 0.42% -460 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,041 $508K 0.07% -1,276 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10,006 $506K 0.07% -291 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 10,000 $506K <0.01% 0 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 9,947 $504K 0.19% -2,931 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,854 $499K 0.01% -1,602 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,768 $494K 0.17% +2,002 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,709 $491K <0.01% +4,529 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 9,683 $489K 0.38% +498 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 9,618 $487K 0.23% +3,688 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,614 $487K 0.05% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,424 $477K 0.02% -73 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,400 $476K 0.07% +4,150 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,213 $466K 0.02% +28 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 9,177 $465K 0.08% +1,363 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 9,113 $461K 0.19% -488 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 8,972 $454K 0.13% -831 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,935 $452K 0.31% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 8,918 $451K 0.23% +58 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,900 $451K 0.17% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,885 $450K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,840 $447K 0.05% -7,617 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,804 $446K <0.01% +1,837 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 8,736 $442K 0.13% -28 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,667 $439K 0.33% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 8,618 $436K 0.08% new 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. 8,393 $425K 0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,389 $425K 0.01% +8,340 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,309 $421K 0.08% -304 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 8,280 $419K 0.39% +101 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 8,215 $416K 0.09% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 8,149 $413K 0.1% -197 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,090 $410K 0.03% -455 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 8,000 $405K 0.28% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,942 $402K <0.01% +594 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,895 $400K 0.07% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,863 $398K 0.02% -531 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,646 $387K 0.02% -75 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,607 $385K 0.12% -13,648 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 7,447 $378K 0.03% +1 13F-HR Timeline Group Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 7,393 $374K 0.05% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,348 $372K 0.11% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,259 $367K 0.06% +1,008 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,258 $367K 0.03% -1,741 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7,083 $359K 0.07% -244 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,000 $354K 0.05% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,876 $348K 0.04% +2,668 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,875 $348K 0.1% +1,425 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 6,849 $347K 0.02% -1,228 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,769 $343K 0.18% -806 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,755 $342K 0.02% -7,003 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,640 $336K 0.23% 0 13F-HR Timeline Daybright Advisory Services, Inc. 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