Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,602 $1.16M 0.03% -1,441 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,601 $1.16M 0.31% +263 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,590 $1.15M 0.11% +52 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 2,585 $1.15M 0.12% -282 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,585 $1.15M 0.51% +25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,584 $1.15M 0.02% -14,446 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,582 $1.15M 0.3% -270 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,579 $1.15M 0.07% -57 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 2,607 $1.15M 0.33% +102 13F-HR Timeline Nikulski Financial, Inc. 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More: the full row for Broadway Wealth Solutions, Inc. 2,548 $1.13M 0.64% +233 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,547 $1.13M 0.52% +462 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,533 $1.13M 0.72% +25 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,531 $1.13M 0.52% -288 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,528 $1.12M 0.17% -211 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,525 $1.12M 0.55% -57 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,522 $1.12M 0.13% +1,184 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,521 $1.12M 0.62% +27 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,519 $1.12M 0.53% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,431 $1.12M 0.07% -1,103 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,512 $1.12M 0.48% -336 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,509 $1.12M 0.06% +842 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,507 $1.11M 0.38% -1,314 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,507 $1.11M 0.33% +1,138 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,504 $1.11M 0.55% +975 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,502 $1.11M 0.19% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,499 $1.11M 0.7% -92 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,497 $1.11M 0.03% +379 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,497 $1.11M 0.56% +25 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,497 $1.11M 0.57% -51 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,488 $1.11M 0.02% +29 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,484 $1.1M 0.19% +61 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,481 $1.1M 0.03% -1,411 13F-HR/A Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,480 $1.1M 0.02% +702 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,478 $1.1M 0.35% +239 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 2,476 $1.1M 0.63% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,480 $1.1M 0.47% +700 13F-HR Timeline Pegasus Asset Management, Inc. 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Roy Papp & Associates, LLP 2,458 $1.09M 0.12% -155 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,457 $1.09M 0.31% +191 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 2,450 $1.09M 0.07% -78 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,447 $1.09M 0.34% +568 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,446 $1.09M 0.07% +237 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,445 $1.09M 0.06% +144 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,445 $1.09M 0.41% -50 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,437 $1.08M 0.37% +423 13F-HR Timeline Astoria Portfolio Advisors LLC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 2,326 $1.03M 0.12% -9 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,313 $1.03M 0.19% +76 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,309 $1.03M 0.33% +474 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,306 $1.03M 0.5% +124 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,296 $1.02M 0.31% -96 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,292 $1.02M 0.64% +13 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 2,292 $1.02M 0.52% 0 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 2,286 $1.02M 11.7% -28 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,286 $1.02M 0.45% +205 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,528 $1.02M 0.46% +108 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,285 $1.02M 0.19% +99 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,285 $1.02M 0.29% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,284 $1.02M 0.2% +454 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 2,281 $1.01M 0.27% +164 13F-HR Timeline OPINICUS CAPITAL, INC. 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Goldman & Co LP 2,244 $998K 0.04% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,095 $997K 0.06% +6,080 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,241 $997K 0.31% -385 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,239 $996K 0.22% -153 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,239 $996K 0.13% -134 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,235 $994K 0.46% -3,155 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,234 $994K 0.38% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,215 $985K 0.04% +20 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,210 $983K 0.17% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,208 $982K 0.44% +364 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,204 $980K 0.65% +289 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,199 $978K 0.2% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,199 $978K 0.08% +55 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,187 $973K 0.14% -14 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 2,187 $973K 0.56% -500 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,185 $972K 0.85% +176 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,182 $970K 0.03% -948 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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