NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,598 $237K 0.03% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 2,594 $236K 0.02% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,584 $235K 0.12% 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. 2,584 $235K 0.01% -396 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,580 $235K 0.01% +137 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,568 $234K 0.06% +96 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,555 $233K 0.13% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,551 $232K 0.04% -3 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,550 $232K 0.03% -50 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,547 $232K 0.16% -23 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,547 $232K 0.02% -168 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,530 $231K 0.03% -3 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,507 $228K 0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,505 $228K 0.03% -46 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,499 $228K 0.13% -35 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,498 $228K 0.09% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,487 $227K 0.07% 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,481 $226K 0.08% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,434 $226K 0.12% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,471 $225K <0.01% -9 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,465 $225K 0.01% +14 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,464 $224K 0.07% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,462 $224K 0.01% -808 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,461 $224K 0.04% -2,572 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,450 $223K <0.01% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,445 $223K 0.18% -424 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,439 $222K 0.13% -95 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,433 $222K 0.01% -390 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,422 $221K 0.02% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,425 $221K 0.18% -125 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,425 $221K 0.02% -90 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,422 $221K 0.19% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,416 $220K 0.02% -221 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,409 $219K 0.12% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,407 $219K 0.04% +12 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,400 $219K 0.02% 0 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,400 $219K 0.06% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,400 $219K 0.04% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,400 $219K 0.05% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,380 $217K 0.07% 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,379 $217K 0.02% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,354 $214K 0.14% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,350 $214K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,334 $213K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,317 $211K 0.07% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,312 $211K 0.05% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 2,304 $210K 0.03% -313 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,295 $209K 0.02% -198 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,292 $209K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,289 $209K 0.01% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,282 $208K 0.03% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,266 $206K 0.1% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,260 $206K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,244 $204K <0.01% +1,498 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,239 $204K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,234 $204K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,230 $203K 0.12% +84 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,225 $203K 0.03% +25 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,215 $202K 0.05% +242 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 2,208 $201K 0.16% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,398 $201K 0.11% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,206 $201K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,205 $201K 0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,200 $200K 0.01% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,200 $200K 0.13% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,176 $198K -29 Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,139 $195K 0.14% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,114 $193K 0.01% -14,885 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,107 $192K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 2,064 $188K 0.07% -321 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gould Capital, LLC More: the full row for Gould Capital, LLC 2,035 $185K 0.12% -339 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,019 $184K 0.03% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,000 $182K 0.17% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 2,000 $182K 0.04% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,989 $181K 0.13% -233 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,983 $181K 0.13% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,930 $176K 0.1% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,929 $176K 0.06% +981 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,912 $174K 0.05% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,902 $173K 0.03% -150 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,894 $173K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,873 $171K 0.02% +137 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,847 $168K 0.03% 0 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,814 $165K 0.01% new 13F-HR/A Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,800 $164K 0.09% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,797 $164K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,777 $162K 0.08% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,771 $161K <0.01% +144 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,730 $157K 0.02% +102 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,711 $156K 0.02% -66 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,700 $155K 0.01% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,678 $153K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,651 $150K 0.01% +987 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,628 $148K 0.09% +28 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,607 $146K 0.02% +13 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,602 $146K 0.02% -600 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,464 $133K 0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,463 $133K 0.04% -119 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,393 $127K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,390 $127K 0.05% +87 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,385 $126K <0.01% -986 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,350 $123K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,309 $119K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,289 $117K 0.03% +158 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,280 $117K 0.11% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,261 $115K 0.02% +550 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,250 $114K 0.08% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,199 $109K 0.01% +1,189 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,160 $109K 0.02% +6,620 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,193 $109K 0.08% -16 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,148 $105K 0.01% +973 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,100 $100K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,100 $100K 0.05% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,082 $98.6K 0.09% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,052 $95.8K 0.03% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 1,036 $94.4K 0.06% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,035 $94.3K 0.05% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,026 $93.5K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,031 $93.5K 0.02% -86 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 950 $86.6K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 940 $85.6K 0.07% +451 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 931 $84.9K 0.02% +338 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 926 $84.4K <0.01% -133 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 920 $83.8K 0.02% -301 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 920 $83.8K 0.02% +900 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 918 $83.7K 0.03% +4 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $82.6K <0.01% -146 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 896 $81.6K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 893 $81.4K 0.05% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 888 $81K <0.01% +746 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 866 $78.9K 0.06% -134 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 840 $76.5K 0.04% -118 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 840 $76.5K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 814 $74K 0.04% +49 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 775 $70.6K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 775 $70.6K 0.04% -100 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 774 $70.5K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 761 $69.3K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 759 $69.2K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 756 $69K <0.01% +2 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 757 $69K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 752 $68.5K 0.03% +291 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 750 $68.3K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 750 $68.3K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 737 $67.1K 0.04% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 729 $66.4K 0.01% -147 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 727 $66.2K <0.01% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 713 $65K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 709 $64.6K 0.01% +130 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 700 $63.8K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 700 $63.8K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 696 $63.4K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 694 $63.2K 0.01% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 650 $59.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 569 $58.9K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 621 $56.6K 0.02% -57 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 617 $56.2K 0.02% -84 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 609 $55.5K 0.02% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 600 $54.7K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 597 $54.4K 0.01% -23 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 557 $50.7K 0.03% +57 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 554 $50.5K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 550 $50.1K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 549 $50K 0.15% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 533 $48.6K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 514 $46.8K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 508 $46.3K 0.05% -16 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 506 $46.1K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $45.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 481 $43.8K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 472 $43K 0.01% -251 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 467 $42.5K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 463 $42.2K 0.03% +3 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 452 $41.2K 0.03% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 450 $41K 0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 447 $40.7K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 446 $40.6K 0.01% +210 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 443 $40.4K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 448 $40K 0.01% -23 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 430 $39.2K <0.01% +64 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 418 $38.1K 0.02% -51 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 400 $36.4K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $36.4K 0.01% 0 13F-HR/A Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 400 $36.4K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 399 $36.4K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 397 $36.2K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 395 $36K <0.01% +37 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 382 $35K <0.01% +4 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 382 $34.8K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 380 $34.6K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 360 $32.8K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 350 $31.9K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 335 $30.5K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 295 $29.7K 0.01% -97 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 322 $29.3K 0.03% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 319 $29.1K 0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 307 $28.3K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 302 $27.5K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 300 $27.3K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 298 $27K 0.01% 0 13F-HR Timeline