Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,178 $852K 0.37% +239 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,590 $849K 0.51% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,170 $846K 0.07% 0 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,169 $846K 0.16% -181 13F-HR Timeline New Covenant Trust Company, N.A. 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STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,011 $731K 0.14% +218 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,011 $731K 0.15% +34 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,009 $730K 0.56% -105 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,009 $729K 0.07% -131 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,008 $729K 0.42% -100 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,008 $729K 0.1% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,007 $728K 0.1% +183 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,005 $727K 0.1% +9 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,003 $725K 0.06% +21 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,001 $724K 0.19% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,000 $723K 0.61% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,000 $723K 0.04% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. 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