Copia Wealth Management More: the full row for Copia Wealth Management 1,910 $73.7K 0.05% -300 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,907 $73.6K 0.01% -207 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,863 $71.9K 0.03% -241 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,738 $67K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,545 $60.5K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,497 $57.7K 0.02% -10,888 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,401 $54K <0.01% +329 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,215 $46.9K <0.01% 0 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,070 $41.3K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,007 $38.8K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 975 $37.6K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 836 $32.2K 0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 820 $31.6K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 800 $30.9K 0.02% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 749 $28.9K 0.02% +248 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 740 $28.5K <0.01% new 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 651 $25K <0.01% +2 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 629 $24.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 547 $21.1K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $19.3K 0.02% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 483 $18.6K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 473 $18.3K <0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 347 $13.2K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 309 $11.9K <0.01% -8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 308 $11.9K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 252 $9.72K 0.14% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 249 $9.6K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 207 $7.99K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 169 $6.52K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 151 $5.82K <0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 100 $3.86K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 96 $3.7K <0.01% -21,750 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 6,762 $2.61K 0.05% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $1.93K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 27 $1.04K <0.01% -2,046 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 26 $1K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 31 $1K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 24 $926 <0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3 $116 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.