JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,085 $1.15M 0.13% -2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,076 $1.15M 0.12% +117 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,054 $1.14M 0.81% +768 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,047 $1.14M 0.54% +71 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,036 $1.14M 0.11% +1,419 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,035 $1.14M 0.03% +6 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,867 $1.14M 0.15% +256 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,026 $1.14M 0.58% +130 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,145 $1.14M 0.12% -761 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,016 $1.13M 0.04% -55 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,015 $1.13M 0.29% +7 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,014 $1.13M 0.11% -114 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,012 $1.13M 0.04% +40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,002 $1.13M 0.09% -59 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,000 $1.13M 0.07% -95 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $1.13M 0.51% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,995 $1.13M 0.89% +11 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,986 $1.12M 0.52% -21 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,979 $1.12M 0.15% -1,682 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,977 $1.12M 0.09% +540 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,971 $1.12M 0.43% +7 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,654 $1.12M 0.02% -1,219 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 3,952 $1.12M 0.82% -144 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,937 $1.11M 0.29% +54 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,930 $1.11M 0.82% +324 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,931 $1.11M 0.03% +33 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,916 $1.11M 0.25% +79 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,912 $1.1M 0.07% +640 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,907 $1.1M 0.11% +156 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,788 $1.1M 0.09% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,762 $1.1M 0.12% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,890 $1.1M 0.53% -25 13F-HR Timeline CROBAN More: the full row for CROBAN 3,887 $1.1M 0.73% +6 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,886 $1.1M 0.4% -39 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,885 $1.1M 0.07% +90 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,670 $1.1M 0.28% -250 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,874 $1.09M 0.57% +120 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 3,870 $1.09M 0.75% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,869 $1.09M 0.04% +206 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,867 $1.09M 0.12% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,864 $1.09M 0.18% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,827 $1.08M 0.28% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,820 $1.08M 0.11% +223 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,818 $1.08M 0.14% +167 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,814 $1.08M 0.06% +17 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,813 $1.08M 0.15% -45 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,813 $1.08M 0.13% -1,116 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,811 $1.08M 0.04% +657 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,793 $1.07M 0.95% -50 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,785 $1.07M 0.08% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,782 $1.07M 0.15% -55 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,784 $1.07M 0.27% +32 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,633 $1.06M 0.48% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,751 $1.06M 0.06% +6 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,748 $1.06M 0.21% +247 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,737 $1.05M 0.36% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,735 $1.05M 0.15% -10 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,732 $1.05M 0.04% -241 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,724 $1.05M 0.21% -6 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,713 $1.05M 0.59% +118 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,711 $1.05M 0.31% +2 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,711 $1.05M 0.95% -88 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,696 $1.04M 0.28% -664 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,696 $1.04M 0.4% +76 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,686 $1.04M 0.33% -21 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,682 $1.04M 0.12% +1,492 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,673 $1.04M 0.72% +4 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,672 $1.04M 0.26% +28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,670 $1.04M 0.13% +8 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,665 $1.03M 0.15% -139 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,656 $1.03M 0.13% -807 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,648 $1.03M 0.08% +58 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,644 $1.03M 0.81% -142 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 3,640 $1.03M 0.29% +141 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,629 $1.02M 0.5% -4 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,628 $1.02M 0.06% -147 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,613 $1.02M 0.18% +5 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,609 $1.02M 0.1% -164 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,608 $1.02M 0.21% -25 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,603 $1.02M 0.16% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,603 $1.02M 0.16% 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,595 $1.01M 0.13% -47 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,591 $1.01M 0.28% +13 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,589 $1.01M 0.02% +120 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,587 $1.01M 0.26% -42 13F-HR/A Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,568 $1.01M 0.02% -115 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,415 $1M 0.83% +94 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,551 $1M 0.03% +799 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,549 $1M 0.42% -770 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,545 $1M 0.13% +37 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,526 $995K 0.41% +8 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,525 $995K 0.24% +600 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,521 $994K 0.43% +29 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,521 $994K 0.16% -70 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,518 $993K 0.35% +6 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,502 $988K 0.24% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,498 $987K 0.1% -264 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,495 $986K 0.4% -365 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,478 $982K 0.23% -263 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,477 $981K 0.59% -226 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,475 $981K 0.04% +600 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,468 $979K 0.09% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,465 $978K 0.15% +46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,461 $977K 0.03% -2,964 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,460 $976K 0.29% -9 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,443 $972K 0.3% +19 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,443 $972K 0.06% -1,695 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,442 $971K 0.08% -50 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,418 $965K 0.51% -57 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,409 $962K 0.44% -52 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,401 $960K 0.18% -138 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,401 $960K 0.52% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,400 $959K 0.03% +106 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,395 $958K 0.17% -1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,403 $956K 0.34% +122 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,383 $955K 0.01% -1,133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,380 $954K 0.05% +138 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,372 $952K 0.8% +96 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,368 $950K 0.27% +49 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,201 $948K 0.4% +1,101 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,356 $947K 0.14% +379 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,345 $944K 0.27% -756 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,382 $942K 0.04% -222 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,333 $941K 0.62% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,323 $938K 0.23% -285 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,322 $938K 0.07% -26 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,321 $937K 0.06% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,319 $937K 0.14% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,319 $937K 0.28% +389 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,317 $936K 0.22% +28 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,316 $936K 0.14% -1,131 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,223 $934K -148 Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,307 $933K 0.05% +801 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,273 $924K 0.21% +102 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,261 $920K 0.49% +98 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,258 $919K 0.13% -63 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,254 $918K 0.14% -18 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,250 $917K 0.45% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 200 $917K 0.69% -3,050 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,245 $916K 0.25% -2,206 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,242 $915K 0.02% -75 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,239 $914K 0.11% +111 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,237 $913K 0.32% +818 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,234 $913K 0.52% -110 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,230 $912K 0.42% +1,031 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,224 $910K 0.18% +2,236 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,222 $909K 0.06% -251 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,221 $909K 0.07% -715 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,212 $906K 0.04% -40 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,203 $904K 0.21% +898 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,203 $904K 0.51% -213 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,202 $904K 0.07% +626 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,200 $903K 0.3% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,199 $903K 0.23% +19 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,187 $899K 0.06% -53 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,172 $895K 0.13% -187 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,172 $895K 0.05% -206 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,167 $894K 0.38% +17 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,059 $893K 0.23% +60 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,152 $889K 0.12% -4,824 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,148 $889K 0.29% -15 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,141 $886K 0.01% -3,110 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,139 $886K 0.37% +171 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,126 $882K 0.48% -1,938 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,124 $882K 0.6% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,122 $881K 0.27% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,109 $877K 0.36% -28 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,108 $877K 0.37% -126 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,106 $876K 0.38% -694 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,105 $876K 0.31% -60 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,099 $875K 0.59% -50 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,097 $874K 0.27% -3,842 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,091 $872K 0.07% +113 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,086 $871K 0.23% +30 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,076 $868K 0.02% -106 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,074 $867K 0.13% -12 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,074 $867K 0.08% -3,226 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,073 $867K 0.06% +406 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,068 $866K 0.48% +7 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,058 $863K 0.2% +77 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,056 $862K 0.02% -11,329 13F-HR/A Timeline Group bLong Financial, LLC More: the full row for bLong Financial, LLC 3,050 $861K 0.6% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,047 $860K 0.05% 0 13F-HR Timeline Group Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,041 $858K 0.47% -1,125 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,014 $858K 0.2% +472 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,037 $857K 0.04% +62 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,037 $857K 0.41% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,034 $856K 0.01% +2,014 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,032 $856K 0.02% -115 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,031 $855K 0.23% +60 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,029 $855K 0.13% -18 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,028 $854K 0.15% -10 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,024 $853K 0.17% +245 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,021 $853K 0.07% -25 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,017 $851K 0.06% +95 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,017 $851K 0.19% -90 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,014 $850K 0.2% +34 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,002 $847K 0.03% -154 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 3,000 $847K 0.11% -1,000 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,998 $846K 0.36% -25 13F-HR Timeline