GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,194 $660K 0.01% +2,952 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,161 $657K 0.1% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 8,949 $642K 0.5% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 8,932 $641K 0.53% +310 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,914 $636K <0.01% -1,999 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,701 $624K <0.01% +677 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,686 $623K +2,344 Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,668 $622K 0.06% +1,355 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,614 $620K 0.08% +571 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 8,422 $604K 0.38% -230,251 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 8,235 $591K 0.01% +32 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,228 $590K 0.02% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,949 $570K <0.01% -237 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,906 $567K 0.01% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,799 $561K 0.23% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,751 $556K 0.02% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,715 $553K 0.01% -5,017 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,663 $550K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,625 $547K 0.05% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,602 $545K 0.01% -7,929 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,516 $539K 0.09% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,403 $531K <0.01% -46 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,295 $523K 0.05% -53 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,717 $521K 0.02% -571 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,241 $519K 0.03% -723 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,144 $512K 0.02% -437 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,100 $509K 0.01% -138 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for CJM Wealth Advisers, Ltd. 6,598 $473K 0.14% -633 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,576 $472K <0.01% -1,019 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 6,483 $465K 0.11% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,434 $461K 0.01% +32 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,421 $461K 0.01% -302 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,370 $457K <0.01% +157 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,350 $455K 0.06% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 6,330 $454K 0.19% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,325 $454K 0.09% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,315 $453K 0.01% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,200 $445K 0.03% -140 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 6,123 $439K 0.22% +680 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,057 $434K 0.02% +477 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,047 $434K 0.14% +1,682 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,025 $432K 0.06% +841 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,961 $428K 0.04% +34 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,941 $426K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,587 $329K 0.01% +7 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,527 $325K <0.01% +178 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,517 $324K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,505 $323K <0.01% +129 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,471 $321K 0.02% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,468 $320K 0.27% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,425 $317K 0.02% -25 13F-HR Timeline Pinnacle Financial Group, LLC / IL 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full row for Five Pine Wealth Management 4,180 $300K 0.19% +25 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 4,169 $299K 0.11% +93 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,161 $298K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,108 $295K <0.01% +340 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,097 $294K <0.01% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 4,077 $292K 0.09% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,968 $285K 0.05% -851 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 3,965 $284K 0.07% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,959 $284K 0.24% +162 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 3,948 $283K 0.27% +13 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,925 $282K 0.02% -740 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,917 $281K <0.01% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,885 $279K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,883 $279K 0.25% 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,856 $277K 0.05% -244 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 3,850 $276K 0.19% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,412 $271K 0.01% -112 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,777 $271K 0.21% +5 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,750 $269K <0.01% new 13F-HR Timeline Group Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 3,744 $269K 0.14% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,730 $268K 0.04% -19 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,732 $267K 0.07% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,700 $265K 0.14% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,682 $264K 0.08% -28 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,646 $262K 0.04% +19 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,615 $259K 0.01% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,604 $259K 0.09% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,595 $258K 0.08% +22 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,569 $256K 0.01% -858 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,569 $256K 0.25% +1,465 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,511 $252K 0.02% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,480 $250K 0.03% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,455 $248K 0.01% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,455 $248K 0.07% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,346 $240K 0.01% +20 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 3,340 $240K 0.04% -5 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,324 $238K 0.16% -64 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,314 $238K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,314 $238K 0.03% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,314 $238K 0.1% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,317 $237K 0.05% -299 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,302 $237K 0.03% +79 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 3,297 $237K 0.27% -67 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,288 $236K 0.08% +67 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,268 $234K <0.01% new 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 3,226 $231K 0.03% -54 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 3,224 $231K 0.06% -67 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 3,220 $231K 0.01% +37 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,198 $229K 0.01% -177 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,153 $226K 0.01% -264 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,145 $226K 0.05% -300 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,138 $225K 0.01% -64 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,100 $222K <0.01% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,092 $222K 0.01% +38 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,085 $221K 0.02% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 3,072 $220K 0.17% +123 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,060 $219K 0.01% +16 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,017 $216K 0.12% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,986 $214K 0.04% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,970 $213K 0.03% +18 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,969 $213K 0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,929 $210K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,928 $210K 0.01% -474 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,894 $208K 0.01% +49 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,891 $207K 0.04% +1,028 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,886 $207K 0.13% -164 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,882 $207K 0.06% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,827 $203K 0.09% +17 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 2,813 $202K <0.01% -354 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,812 $202K <0.01% +16 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,789 $200K 0.08% new 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 2,693 $193K 0.02% -229 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,690 $193K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,557 $183K 0.05% +8 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,207 $158K 0.03% -9 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,101 $151K +486 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,100 $151K -1,629 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,046 $147K 0.03% +6 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,033 $146K 0.01% -37 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,009 $144K <0.01% +161 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,997 $143K 0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,753 $126K <0.01% +173 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,635 $117K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,572 $109K 0.05% +704 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,504 $108K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,384 $99.3K 0.05% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,233 $88.4K 0.04% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,232 $88.4K 0.05% +281 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,215 $87.2K 0.01% -3 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,169 $83.8K 0.03% -221 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,167 $83.7K 0.04% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,140 $81.8K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,047 $75.1K 0.06% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,026 $73.6K <0.01% -17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,005 $72.1K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 971 $69.6K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $69.6K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 893 $64.7K <0.01% +750 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 891 $63.9K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 867 $62.2K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 830 $59.5K 0.02% +458 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 804 $57.7K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 780 $55.9K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 725 $52K 0.01% +540 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 644 $46.2K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $46.2K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 626 $44.9K 0.02% +1 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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