Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 77,663 $2.58M 0.41% +290 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 79,049 $2.58M 0.49% +4,769 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 75,910 $2.52M 0.29% +4,711 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 73,870 $2.46M 2.11% +595 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 73,396 $2.44M 0.88% +32,886 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 72,630 $2.41M 4.27% -5,156 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 71,748 $2.38M 0.76% +3,028 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 71,682 $2.38M 0.03% +1,389 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 70,672 $2.35M 1.9% -4,115 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 68,192 $2.27M 0.37% -135,275 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 67,611 $2.25M 0.74% -7,867 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 66,151 $2.2M 1.56% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 65,951 $2.19M 0.22% +3,031 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 65,540 $2.18M 0.58% +5,683 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 65,530 $2.18M <0.01% -2,039 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 64,189 $2.13M 0.06% -4,052 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 63,561 $2.11M 2.1% +12,410 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 62,587 $2.08M 0.1% -593,996 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 61,880 $2.06M 0.01% -2,036 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 61,171 $2.03M 0.04% +2,621 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 61,340 $2.03M 1.2% +28,312 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,915 $2.02M <0.01% +19,211 13F-HR/A Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 60,800 $2.02M 1% -2,192 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 59,864 $1.99M 0.57% +4,818 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 59,723 $1.99M 0.94% +757 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 59,165 $1.97M 0.05% -756 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 59,090 $1.96M 0.03% -28,802 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 59,067 $1.96M 0.05% -33,200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 58,984 $1.96M <0.01% -7,657 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 58,616 $1.95M 0.03% -3,496 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 58,558 $1.95M 0.35% -1,492 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 57,225 $1.9M 0.01% -2,372 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 55,450 $1.84M 0.14% +29,576 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 55,361 $1.84M 0.27% +5,904 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 53,454 $1.78M 0.05% -15,994 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 53,436 $1.78M 0.03% -15,273 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 52,263 $1.74M 1.06% -18,814 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 51,858 $1.72M 0.3% +1,450 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 51,646 $1.72M 0.14% +1,479 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 51,196 $1.7M <0.01% new 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 49,129 $1.63M 0.55% +1,065 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 48,815 $1.62M 0.4% -58,495 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 48,692 $1.62M 0.08% -1,588 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 47,678 $1.58M 0.04% +581 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 46,567 $1.55M 2.55% -2,442 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 46,531 $1.55M 0.05% -948 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 45,567 $1.51M 0.03% +6,055 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 43,658 $1.45M 0.02% +3,786 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 43,491 $1.45M 0.12% +2,879 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 43,073 $1.43M 0.05% -910 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 42,502 $1.41M 0.13% -2,235 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 42,436 $1.41M 0.4% -100 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,332 $1.41M <0.01% +3,138 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 40,983 $1.36M 1.49% +6,065 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 40,771 $1.36M 0.19% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 39,907 $1.33M 0.12% +2,368 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 39,786 $1.32M 0.07% -269 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 39,755 $1.32M 0.56% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 38,316 $1.27M <0.01% +2,296 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 38,031 $1.26M 0.6% -39,189 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 38,014 $1.26M 0.1% -31,182 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 37,967 $1.26M 0.38% -8,508 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 37,295 $1.24M 0.01% +153 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 36,775 $1.22M 0.15% +11,640 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 36,584 $1.22M 0.86% -20,845 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 36,269 $1.21M 0.11% +20,066 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 36,213 $1.2M 0.05% +22,658 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 36,122 $1.2M 0.03% +1,107 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 35,847 $1.19M 0.04% -3,886 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 35,771 $1.19M 0.02% -1,187 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 35,679 $1.19M 0.49% -220 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,534 $1.18M 0.02% +4,772 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 35,321 $1.17M 0.16% -10,555 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 34,977 $1.16M 0.38% +2,181 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 33,112 $1.09M 0.46% -83 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 32,468 $1.08M 0.09% +1,315 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 32,406 $1.08M 0.03% -7,375 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,334 $1.07M 0.06% +1,698 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,971 $1.06M <0.01% -4,419 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 31,353 $1.04M <0.01% +5,876 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 31,323 $1.04M 0.49% -587 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 30,890 $1.03M 0.19% +404 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,791 $1.02M 0.01% +408 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 30,396 $1.01M 0.77% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 29,954 $996K 0.13% +13,536 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 29,450 $979K 0.09% +3,275 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 29,192 $970K -363 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29,159 $969K 0.65% +1,074 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 28,985 $963K 0.06% -2,222 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 28,655 $952K <0.01% +4,233 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,609 $951K <0.01% -1,200 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 28,605 $951K 0.55% -3,072 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,984 $930K 0.01% -5,230 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 27,540 $915K 0.37% -1,532 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 27,211 $904K 0.12% -29 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 26,962 $896K 0.41% -22,731 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 26,790 $890K 0.32% +9,395 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 26,236 $872K 0.34% -5,973 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 25,792 $857K 0.08% +1,918 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,510 $848K 0.08% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 25,392 $844K 0.08% +1,879 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 25,267 $840K 0.05% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 24,507 $815K 0.38% -1,035 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 24,199 $805K 0.42% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,187 $804K 0.01% -7,658 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 23,662 $787K 0.19% -3,662 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 23,379 $777K 0.04% -1,513 13F-HR/A Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 23,297 $774K 0.21% -2,646 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 22,972 $764K 0.03% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 22,462 $747K 0.74% 0 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,968 $730K 0.05% +8,518 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,926 $729K 0.04% -306 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 21,568 $717K 0.24% -4,994 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,484 $714K 0.01% -713 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 20,684 $688K 0.03% -4,315 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20,620 $685K 0.22% -4,347 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 20,361 $677K 0.31% -561 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 20,201 $671K 0.32% -1,298 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 19,968 $664K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,907 $662K 0.07% +518 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 19,702 $655K 0.03% +3,539 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 19,561 $650K <0.01% -171 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 19,048 $633K 0.1% -2,028 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 19,010 $632K 0.44% +3,320 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,522 $616K <0.01% -1,836 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 18,510 $615K 0.28% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17,686 $588K 0.04% -1,360 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,675 $587K 0.02% -14,466 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 17,278 $574K 0.09% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,095 $568K 0.04% -2,528 13F-HR Timeline SWS Partners More: the full row for SWS Partners 16,678 $554K 0.18% -9,627 13F-HR/A Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 16,574 $551K 0.01% -52 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16,536 $550K 0.1% -1,401 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,375 $545K 0.06% +16,353 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,076 $534K 0.02% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 15,903 $529K 0.01% +1,309 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 15,866 $528K 0.46% +63 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 15,695 $522K 0.02% -1,153 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 15,397 $512K 0.23% +3,692 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,271 $508K 0.21% -928 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,270 $508K 0.01% new 13F-HR/A Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 15,239 $507K 0.01% +4,778 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 15,068 $501K 0.07% +75 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,992 $498K 0.05% -5,536 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 14,960 $497K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,911 $496K 0.02% -790 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,737 $490K 0.02% -523 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,651 $487K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,352 $477K 0.02% new 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,336 $477K 0.19% -1,701 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 14,068 $468K 0.05% -9,342 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 14,009 $466K 0.27% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,995 $465K 0.13% -156 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,196 $439K 0.02% -70,892 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,047 $434K 0.48% -10,777 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,795 $425K 0.01% +4,629 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,794 $425K 0.03% -594 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,727 $423K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 12,643 $420K 0.25% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,614 $419K 0.1% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,151 $404K 0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 12,150 $404K 0.03% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,050 $401K 0.08% new 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 12,040 $400K 0.37% +65 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11,887 $395K 0.07% +2,952 13F-HR Timeline GE INVESTMENT MANAGEMENT CORP. More: the full row for GE INVESTMENT MANAGEMENT CORP. 11,588 $385K 0.19% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 11,531 $383K 0.12% -4,913 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,483 $382K 0.02% -4,658 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,276 $375K 0.04% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,251 $374K 0.01% new 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 11,067 $368K 0.16% +2,663 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,880 $362K 0.01% -2,810 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,768 $358K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10,512 $349K 0.13% +20 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 10,373 $345K 0.04% +21 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 10,349 $344K 0.12% -343 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10,294 $341K 0.16% +1,685 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 10,218 $340K 0.34% -9,411 13F-HR Timeline SCOTIA CAPITAL INC. 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