Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,354 $397K 0.01% +652 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,353 $397K 0.03% +57 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 1,351 $397K 0.04% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,347 $395K 0.17% +2 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,340 $393K 0.01% +349 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,339 $393K 0.01% +285 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,333 $391K <0.01% +36 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,323 $388K 0.07% -14 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,313 $386K 0.05% +73 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,311 $385K 0.02% -143 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,308 $384K 0.01% +36 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 1,304 $383K 0.13% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,300 $382K 0.03% -2 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,299 $381K 0.09% +2 13F-HR Timeline Institute for Wealth Management, LLC. 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More: the full row for BRIGHTON SECURITIES CORP. 1,246 $366K 0.18% -85 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,246 $366K 0.03% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,245 $365K +27 Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,241 $364K 0.07% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,237 $363K 0.02% -1,008 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,233 $362K 0.01% +334 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,229 $361K 0.01% -640 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,224 $359K 0.09% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,221 $358K 0.03% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,220 $358K 0.13% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. 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LLC. 1,217 $357K <0.01% +187 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,216 $357K 0.02% +19 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,213 $356K 0.06% +149 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,210 $355K 0.11% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,203 $353K 0.03% +25 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,200 $352K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,182 $350K <0.01% -41 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,190 $349K 0.02% -246 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,184 $347K <0.01% -2,928 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Edgestream Partners, L.P. 1,149 $337K 0.01% +132 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,143 $336K 0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,136 $333K 0.03% -92 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,131 $332K 0.02% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,126 $330K 0.21% +1 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,125 $330K 0.18% -2,284 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,123 $330K 0.05% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,118 $328K 0.08% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. 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W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,053 $309K 0.15% +22 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,048 $308K 0.28% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,043 $306K 0.05% -1 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,042 $306K 0.08% +194 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,041 $306K 0.01% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,038 $305K 0.05% -326 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,037 $304K 0.01% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. 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Root & Company, LLC 958 $281K 0.07% -502 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 956 $281K 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 951 $279K 0.01% +92 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 950 $279K 0.04% 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 949 $279K 0.14% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 949 $279K 0.09% -89 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 947 $278K 0.01% -313 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 948 $278K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 944 $277K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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Prunier Capital Management LLC 880 $258K 0.11% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 879 $258K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 879 $258K 0.02% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 872 $256K 0.09% +5 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 870 $255K 0.02% -19 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 868 $255K 0.02% +64 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 862 $253K 0.02% +31 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 862 $253K 0.09% +16 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 858 $252K 0.05% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 855 $251K 0.02% -4 13F-HR Timeline McGowan Group Asset Management, Inc. 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