LongView Wealth Management More: the full row for LongView Wealth Management 2,341 $235K 0.06% +15 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. 2,308 $232K <0.01% -426 13F-HR Timeline Group 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 2,308 $232K 0.03% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,293 $230K 0.01% +1,185 13F-HR/A Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,290 $230K 0.06% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,265 $227K <0.01% +4 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,265 $227K 0.01% -100 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,258 $227K <0.01% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,258 $227K 0.05% +167 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 2,231 $224K 0.07% +25 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,231 $224K 0.02% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,220 $223K 0.11% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,182 $219K 0.01% +10 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,176 $218K <0.01% -3,368 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,171 $218K 0.04% -1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,154 $216K 0.02% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,148 $216K 0.01% -2,253 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,117 $212K 0.02% +22 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,116 $212K 0.02% +99 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 2,111 $212K 0.14% -101 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,089 $210K 0.05% -5 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,050 $206K 0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,049 $206K 0.09% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,555 $157K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,521 $153K 0.07% -269 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,448 $145K 0.05% -161 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,430 $144K 0.04% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,265 $127K 0.06% new 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 399 $40.2K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 395 $39.7K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 394 $39.5K <0.01% +28 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 381 $38.2K 0.03% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 364 $36.5K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 360 $36.1K 0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 355 $35.6K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 351 $35.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 325 $32.7K 0.01% -3,799 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 297 $29.8K 0.01% -6 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. 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Paul & Associates, LLC 200 $20.1K 0.01% +135 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 199 $20K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 156 $15.7K 0.01% +57 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 153 $15.4K <0.01% -171 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 150 $15.1K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 146 $14.7K <0.01% -17 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 140 $14K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 140 $14K 0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 127 $12.7K <0.01% -21 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More Investments Ltd 99 $9.93K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 90 $9.03K <0.01% -2 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 78 $7.83K 0.05% +25 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 72 $7.22K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 70 $7.02K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 66 $6.65K <0.01% +1 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 66 $6.62K <0.01% -41 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 58 $5.82K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 51 $5.12K <0.01% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 50 $5.02K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $3.91K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 38 $3.81K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 36 $3.59K <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 28 $2.81K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 24 $2.41K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $2.31K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20 $2.01K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 23 $2K <0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 19 $1.91K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 16 $1.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.2K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7 $702 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $201 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $69 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.