WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,966 $2.48M 1.19% -100 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,963 $2.48M 0.24% -28 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 5,459 $2.47M 1.28% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,937 $2.46M 0.11% +3,919 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,914 $2.45M 0.29% -1,648 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,912 $2.45M 0.03% -231 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,909 $2.45M 0.54% +208 13F-HR Timeline Verity Asset Management, Inc. 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More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,647 $2.32M 1.18% -20 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,642 $2.32M 0.19% +253 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,642 $2.32M 1.18% +226 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,597 $2.29M 0.06% -1,001 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,595 $2.29M 0.03% -63 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,589 $2.29M 0.46% -80 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,589 $2.29M 0.14% -64 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Beadell Investment Counsel, Inc. 4,478 $2.23M 1.52% +1,319 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,469 $2.23M 0.03% -28 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,466 $2.23M 0.89% -54 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,455 $2.22M 1.1% -20 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,433 $2.21M 0.04% +12 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,427 $2.21M 0.09% -397 13F-HR Timeline Harvest Portfolios Group Inc. 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Barksdale & Associates, Inc. 4,372 $2.18M 2.1% +317 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,348 $2.17M 0.49% +103 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,337 $2.16M 0.11% -3 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,335 $2.16M 0.08% -104 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,317 $2.16M 0.1% -418 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,304 $2.15M 0.11% +5 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,299 $2.15M 0.43% 0 13F-HR Timeline Probity Advisors, Inc. 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