MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,259 $1.11M 0.02% -293 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,256 $1.11M <0.01% +2,521 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,185 $1.1M 0.01% +42 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,137 $1.09M 0.01% -300 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,102 $1.08M 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,073 $1.07M 0.01% -135 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,982 $1.05M 0.02% +105 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,979 $1.05M <0.01% -14 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,945 $1.04M 0.69% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,928 $1.04M 0.04% -75 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,872 $1.03M 0.02% -53 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,866 $1.03M 0.65% +1 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,864 $1.03M 0.59% -216 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,857 $1.03M 0.05% +1,849 13F-HR/A Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,708 $995K 0.31% +1,064 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,693 $991K <0.01% +156 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,683 $989K 0.15% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,559 $963K 0.01% -32 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 4,383 $926K 0.39% +52 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,345 $918K 0.39% -340 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,339 $917K 0.45% +115 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,289 $906K <0.01% -106 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,270 $902K 0.04% 0 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 3,649 $891K 0.71% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,212 $890K <0.01% +3 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,196 $886K 0.18% -83 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,188 $885K 0.01% +71 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,163 $879K 0.21% -250 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 788,937 $867K 0.07% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,071 $860K 0.09% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,058 $857K 0.32% -38 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,056 $857K 0.03% -6,575 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,943 $837K 0.01% +479 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,889 $821K 0.03% +96 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 3,882 $820K 0.56% -42 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,811 $805K 0.06% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,730 $788K 0.42% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,664 $777K 0.36% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,669 $775K 0.01% -15 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,657 $773K 0.04% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,656 $772K <0.01% +2,149 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,643 $770K <0.01% -61 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,622 $765K <0.01% -67 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,615 $764K 0.3% +372 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,601 $761K 0.48% +149 13F-HR/A Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,532 $746K 0.11% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,500 $739K 0.01% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,483 $736K 0.45% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,470 $733K <0.01% +3,452 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 3,462 $731K 0.07% +20 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,461 $731K <0.01% new 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,322 $702K 0.26% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,300 $697K 0.01% -217 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,217 $680K 0.31% -109 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,214 $679K 0.01% -520 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,214 $679K 0.16% -131 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,190 $674K 0.14% -2,069 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,190 $674K 0.12% -2,069 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 3,898 $671K 0.13% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,145 $664K 0.01% +48 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,102 $655K 0.04% +135 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,075 $650K 0.01% -1,264 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,071 $649K <0.01% +255 13F-HR Timeline Group M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,058 $646K 0.56% +12 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,010 $636K 0.31% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,001 $634K 0.02% -10 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,001 $634K +1,686 Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,000 $634K 0.04% -28 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,997 $633K 0.01% -54,378 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,993 $632K 0.03% -211 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,982 $630K 0.15% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,979 $629K 0.01% -300 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,958 $625K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,932 $619K 0.04% +11 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,923 $617K 0.41% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,912 $615K 0.24% -180 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,905 $614K 0.07% -42 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,880 $606K 0.01% +61 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,861 $604K <0.01% +63 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,836 $599K 0.04% -17 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,811 $594K 0.03% +111 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,800 $591K 0.03% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,780 $587K 0.19% -701 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,765 $584K 0.13% -85 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,763 $584K 0.02% -4,404 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,762 $583K 0.03% +586 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,740 $579K 0.01% +579 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,728 $576K <0.01% -3 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,720 $575K 0.41% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,713 $573K 0.01% -182 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,725 $573K 0.05% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,705 $571K 0.21% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,683 $567K 0.04% +54 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,645 $558K 0.29% -61 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,552 $539K 0.03% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,528 $534K 0.05% +854 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,504 $529K <0.01% +84 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,493 $527K 0.02% +260 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,492 $526K 0.16% +227 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,451 $518K 0.18% +102 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,433 $514K 0.05% -3 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,423 $512K 0.09% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,420 $511K 0.1% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,419 $511K 0.02% +13 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,418 $511K 0.06% -142 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,356 $498K 0.01% new 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,344 $495K 0.34% -385 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,307 $487K 0.28% -74 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,306 $487K 0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,280 $482K 0.1% +95 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,269 $479K 0.08% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,251 $476K 0.03% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,250 $475K 0.01% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,245 $474K 0.06% +260 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 2,225 $470K 0.24% +645 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,197 $467K 0.05% +153 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,205 $466K 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,193 $463K 0.03% -62 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,175 $462K <0.01% -443 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,160 $458K 0.11% -80 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,169 $458K 0.13% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,142 $453K 0.25% +12 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,134 $451K 0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,034 $444K 0.03% 0 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,081 $440K 0.65% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,078 $439K 0.07% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,057 $435K 0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,057 $434K 0.11% -1 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,043 $431K 0.02% +339 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,017 $426K 0.12% -44 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,017 $426K 0.17% +200 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,999 $422K 0.26% +23 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,991 $421K 0.08% -847 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,981 $418K 0.02% +457 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,967 $416K 0.01% -9 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,959 $414K <0.01% -396 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,950 $412K 0.1% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,945 $411K 0.01% -89 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,937 $409K <0.01% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,931 $408K 0.03% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,903 $402K <0.01% -115 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,899 $401K 0.01% +7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,780 $398K 0.02% +1,278 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,877 $397K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,869 $395K 0.34% +60 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,849 $391K 0.01% +207 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,823 $385K <0.01% -68 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,739 $384K 0.02% -3 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,810 $382K 0.02% -114 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,802 $381K 0.06% +2 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,801 $380K 0.05% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,676 $380K 0.06% -465 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,780 $376K 0.03% +87 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,778 $376K 0.31% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,775 $375K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,763 $374K 0.1% -981 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,759 $374K 0.13% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,753 $370K <0.01% -3,634 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,728 $365K 0.06% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,684 $356K 0.02% -75 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,667 $352K <0.01% +200 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,665 $352K 0.01% -162 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,659 $350K 0.05% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,647 $348K 0.03% -188 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,645 $347K 0.17% -134 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,637 $346K <0.01% +29 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,622 $343K 0.01% +254 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,614 $341K 0.01% -241 13F-HR/A Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,610 $340K 0.22% 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,600 $338K 0.05% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,591 $336K 0.17% -214 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,591 $336K 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,589 $336K <0.01% -44 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,575 $333K 0.04% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,565 $331K 0.01% -13 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,561 $330K 0.01% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,557 $329K 0.01% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,547 $327K 0.02% -12 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,544 $326K 0.07% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,540 $325K 0.12% +297 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,537 $325K 0.12% +165 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,534 $324K <0.01% -13,182 13F-HR Timeline Group PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,487 $314K 0.15% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,483 $313K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,483 $313K 0.01% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 1,479 $312K 0.32% 0 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. 1,463 $309K 0.01% new 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,462 $309K 0.13% +1 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,357 $306K 0.06% -1,189 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,440 $304K 0.02% -82 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,439 $304K 0.02% -635 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,437 $304K 0.05% -96 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,434 $303K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,434 $303K <0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,428 $302K 0.1% +81 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,427 $301K 0.02% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,418 $300K 0.03% -238 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,403 $298K 0.02% -260 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 1,404 $297K 0.29% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,402 $296K 0.01% +1 13F-HR Timeline