Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,192 $550K 0.04% -99 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,180 $547K 0.03% -220 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,179 $547K 0.11% -554 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,172 $545K 0.09% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,171 $545K 0.02% +67 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,187 $542K 0.05% -428 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,158 $541K 0.03% +1,140 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,157 $541K <0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,128 $534K 0.04% +781 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,125 $533K 0.25% -43 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,126 $533K 0.02% 0 13F-HR Timeline Group First City Capital Management, Inc. 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Shaheen & Associates DBA Whitney & Co 1,910 $479K 0.05% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,910 $479K 0.16% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,910 $479K 0.26% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,903 $477K 0.06% -20 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,900 $477K 0.33% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,890 $474K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,872 $470K 0.02% -117 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,856 $466K 0.11% +29 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,854 $465K 0.01% +173 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,844 $462K 0.08% -68 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,831 $459K 0.11% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,831 $459K 0.13% -99 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,825 $458K 0.01% +228 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,818 $456K 0.09% +44 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,800 $452K 0.21% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,800 $452K 0.03% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,798 $451K -15,242 Timeline Avantax Planning Partners, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 1,718 $431K 0.01% +27 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,714 $430K 0.06% +244 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,710 $429K 0.48% -100 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,701 $427K <0.01% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,701 $427K 0.26% +17 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,699 $426K 0.17% -1 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,687 $423K 0.03% +100 13F-HR Timeline TD Waterhouse Canada Inc. 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More: the full row for Disciplined Investors, L.L.C. 1,560 $391K 0.3% -430 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,557 $391K 0.12% +92 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,554 $390K 0.01% +65 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,553 $389K 0.04% +279 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,548 $388K 0.01% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,548 $388K 0.07% +226 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,534 $385K 0.14% +10 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,530 $384K <0.01% -483 13F-HR Timeline BCS Private Wealth Management, Inc. 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More: the full row for McGlone Suttner Wealth Management, Inc. 1,490 $374K 0.06% +114 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,479 $371K 0.01% +196 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,475 $370K 0.01% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,470 $369K 0.1% -10 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,468 $368K 0.05% -100 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,466 $368K 0.02% +57 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,398 $368K 0.18% +22 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Verity Asset Management, Inc. 1,440 $361K 0.17% -1,180 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,435 $360K 0.11% +280 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,434 $360K 0.01% +131 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,432 $359K 0.27% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,419 $358K 0.02% -79 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,424 $357K 0.07% -526 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,423 $357K 0.04% -3 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,422 $357K 0.07% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,414 $355K 0.07% -30 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,408 $353K 0.04% +16 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,407 $353K 0.03% +11 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,400 $351K 0.14% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,396 $350K 0.02% +37 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,393 $349K 0.03% +49 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,389 $348K 0.14% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,379 $346K 0.17% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,370 $344K 0.01% -150 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,369 $343K 0.01% -917 13F-HR Timeline Blue Fin Capital, Inc. 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More: the full row for Vontobel Holding Ltd. 1,298 $326K <0.01% -157 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,297 $325K 0.09% +70 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,293 $324K 0.11% -24 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,289 $323K 0.01% -2,768 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,288 $323K <0.01% +14 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,279 $321K 0.09% +684 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,276 $320K 0.04% -259 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,275 $320K 0.16% +293 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,273 $319K 0.02% +4 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,269 $318K 0.02% +8 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,266 $318K 0.23% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,266 $318K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,265 $317K -245 Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,260 $316K 0.07% -22 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 1,260 $316K 0.13% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,253 $314K 0.01% +45 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,248 $313K 0.16% -1,853 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,222 $313K 0.11% +24 13F-HR Timeline Seed Wealth Management, Inc. 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