Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,867 $858K 0.13% +256 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,844 $855K 0.03% +1,176 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,832 $853K 0.11% +311 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,799 $848K 0.16% +320 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,497 $848K 0.27% +1,203 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 5,787 $847K 0.46% +217 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 5,783 $846K 0.64% +789 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,782 $846K 0.15% +16 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,771 $844K 0.55% +3,450 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,748 $841K 0.85% +323 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,745 $840K 0.2% +840 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,740 $840K 0.09% -43 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,726 $839K 0.04% -111 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,731 $838K 0.14% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,661 $828K 0.05% +3,949 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,475 $802K 0.46% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,480 $802K 0.02% +1,553 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,476 $801K 0.07% +961 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,472 $800K 0.04% +21 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,446 $797K 0.11% +685 13F-HR Timeline Atlas Brown,Inc. 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More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,403 $790K 0.22% -379 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,397 $789K 0.13% -4,282 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,389 $788K 0.06% +35 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,388 $788K 0.34% -20 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,386 $788K <0.01% +2,622 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 5,378 $787K 0.38% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,378 $787K 0.47% +336 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,354 $783K 0.26% +1,101 13F-HR Timeline Foguth Wealth Management, LLC. 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More: the full row for Cambria Investment Management, L.P. 5,149 $753K 0.04% -408 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,142 $752K 0.26% -103 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,133 $751K 0.38% +205 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,132 $751K 0.13% -364 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,117 $749K 0.22% -14,101 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,117 $748K 0.06% +818 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,111 $748K 0.08% +2,198 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,106 $747K 0.07% +93 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,406 $746K 0.05% +1,279 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 5,090 $745K 0.37% -1,600 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,079 $743K 0.1% +20 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,077 $743K 0.06% -22,249 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,075 $742K 0.17% -583 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,075 $742K 0.51% +163 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 5,063 $741K 0.56% -91 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,050 $739K 0.15% -500 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,050 $739K 0.36% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,046 $738K 0.13% +1,506 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,122 $735K 0.08% +680 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 5,021 $734K 0.09% +21 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,005 $732K 0.19% 0 13F-HR Timeline Group Genus Capital Management Inc. 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More: the full row for Clark Capital Management Group, Inc. 4,976 $728K <0.01% +31 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,970 $727K 0.09% +2,630 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,962 $726K 0.31% +596 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,955 $725K 0.2% -10 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,952 $724K 0.09% -79 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,942 $723K 0.21% +964 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4,935 $722K 0.12% +25 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,930 $721K 0.01% -780 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,928 $721K 0.39% +207 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,924 $720K 0.05% +79 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 4,923 $720K +4,065 Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,903 $720K 0.06% -1,169 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,915 $719K 0.1% +216 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,908 $718K 0.27% -3,722 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,894 $716K 0.11% -1,344 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,894 $716K 0.22% +567 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,873 $713K 0.03% -155 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,871 $713K 0.17% -121 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,871 $713K 0.08% +310 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,870 $712K 0.15% +466 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,867 $712K 0.59% +523 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,866 $712K 0.08% +1,273 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,864 $711K 0.31% -443 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,855 $710K 0.29% -368 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,818 $706K 0.09% +318 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 4,814 $704K 0.32% +2,019 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 4,807 $703K 0.73% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,803 $703K 0.11% +613 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,103 $702K 0.12% -1,787 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,790 $701K 0.22% +681 13F-HR Timeline Ruggiero Investments, Inc. 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More: the full row for CHAPIN DAVIS, INC. 4,657 $681K 0.15% -44,713 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,653 $681K 0.28% +2,829 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,829 $680K 0.19% -166 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,633 $679K 0.14% +1,180 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,631 $677K 0.14% +346 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,631 $677K 0.08% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,627 $677K 0.07% +499 13F-HR Timeline 360 Financial, Inc. 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More: the full row for McGowan Group Asset Management, Inc. 4,510 $660K 0.08% -201 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,500 $658K 0.41% +374 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 4,497 $658K 0.69% +775 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,494 $657K 0.12% -4,410 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,469 $654K 0.03% -132 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,464 $653K 0.02% -31 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,451 $651K 0.2% +1,009 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 4,450 $651K 0.29% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,449 $651K <0.01% +607 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,448 $651K 0.2% -5,288 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,410 $645K 0.09% +208 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,392 $642K 0.16% -53 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,389 $642K 0.09% +351 13F-HR Timeline OARSMAN CAPITAL, INC. 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