Benin Management CORP More: the full row for Benin Management CORP 6,951 $2.47M 0.58% +300 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,947 $2.47M 1.44% +627 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,776 $2.47M 0.41% -68 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,890 $2.45M 1.59% +75 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,889 $2.45M 1.8% +592 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,886 $2.45M 1.33% +68 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,885 $2.45M 0.78% -600 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6,865 $2.44M 1.47% +836 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,854 $2.44M 0.74% -25 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 6,850 $2.43M 1.15% +3,000 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,846 $2.43M 0.88% -55 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,835 $2.43M 0.6% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,815 $2.42M 0.21% +2,520 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,808 $2.42M 0.76% +1,977 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,791 $2.41M 0.68% +340 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,730 $2.39M 0.33% +264 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,727 $2.39M 0.74% -23 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,719 $2.39M 0.71% +1,440 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,715 $2.39M 0.04% +470 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 6,710 $2.39M 0.29% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,706 $2.38M 0.32% +812 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,705 $2.38M 1.7% -973 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 6,701 $2.38M 1.07% -1,550 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,698 $2.38M 0.2% -272 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,693 $2.38M 0.36% +57 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,684 $2.38M 0.45% -15,883 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,675 $2.37M <0.01% 0 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,658 $2.37M 0.43% +118 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,595 $2.34M 0.07% +48 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,590 $2.34M 0.26% +1,652 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,605 $2.34M 1.03% +24 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 6,579 $2.34M 1.22% +19 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,571 $2.34M 0.28% -73 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,571 $2.34M 0.33% -74 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,567 $2.33M 0.14% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 6,538 $2.32M 1.55% -468 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,534 $2.32M 1.56% +83 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,518 $2.32M 0.9% -460 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,513 $2.32M 0.43% +57 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,503 $2.31M 1.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,485 $2.31M <0.01% +1,043 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,425 $2.28M 0.84% -11 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 6,411 $2.28M 2.07% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,338 $2.25M 0.29% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,292 $2.24M 1.6% -377 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,285 $2.23M 1.34% +50 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,282 $2.23M 0.85% -4,055 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,055 $2.22M 0.13% -1,437 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,200 $2.2M 0.39% 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,198 $2.2M 0.54% +5,193 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,192 $2.2M 0.69% +10 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 6,181 $2.2M 4.27% -76 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,151 $2.19M 0.09% +722 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,100 $2.17M 0.52% +529 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,139 $2.17M 1.42% +890 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,080 $2.16M 0.25% -426 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,075 $2.16M 0.15% -4 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,067 $2.16M 0.42% +3 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,032 $2.14M 1.61% +273 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,029 $2.14M 0.43% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 6,015 $2.14M 0.43% +204 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,006 $2.13M 0.31% -402 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,000 $2.13M 0.47% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,984 $2.13M 0.49% +269 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,971 $2.12M 0.17% +371 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 5,949 $2.11M 0.79% -4,390 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,232 $2.11M 1.5% +101 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,934 $2.11M 0.39% -525 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,925 $2.11M 0.9% -250 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,924 $2.11M 0.01% +94 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,909 $2.1M 0.35% +281 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,916 $2.1M 0.5% +600 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,907 $2.1M 0.21% -3 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,897 $2.1M 0.14% +91 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,854 $2.08M 0.71% +1,975 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,852 $2.08M 0.25% -746 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 5,838 $2.08M 0.77% -4,417 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,826 $2.07M 0.45% +969 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,669 $2.07M 0.5% -6 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,810 $2.07M 0.53% +2,871 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,767 $2.06M 0.91% -101 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,758 $2.05M 0.09% +310 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,753 $2.05M 0.03% -7,176 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 5,752 $2.04M 1.09% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,730 $2.04M 0.04% new 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 6,451 $2.03M <0.01% new 13F-HR Timeline Group Nokomis Capital, L.L.C. More: the full row for Nokomis Capital, L.L.C. 5,717 $2.03M 0.72% -26,650 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,700 $2.03M 0.18% +97 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,692 $2.02M 0.09% +1,695 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,672 $2.02M 0.94% +272 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,671 $2.02M 0.24% +6 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,670 $2.02M 1.28% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,653 $2.01M 0.64% -95 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,648 $2.01M 0.86% 0 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 5,610 $1.99M 2.13% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,604 $1.99M 0.28% -314 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,601 $1.99M 0.53% +1,982 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,592 $1.99M 0.39% +29 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 5,573 $1.98M 1.35% +1,255 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,572 $1.98M 0.36% 0 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 5,552 $1.97M 1.26% -7,144 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,525 $1.96M 0.4% -132 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,490 $1.95M 0.15% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,482 $1.95M 0.68% -300 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,463 $1.94M 0.15% -88 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,457 $1.94M 1.37% -23 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,446 $1.94M 0.31% -636 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,429 $1.93M 1.91% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,426 $1.93M 0.3% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,406 $1.92M 0.16% +13 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,401 $1.92M 1.4% -77 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,399 $1.92M 0.04% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,360 $1.91M 0.24% +501 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,928 $1.9M 0.31% -485 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,344 $1.9M 0.38% -33 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,274 $1.87M 0.17% -1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,269 $1.87M 0.13% -134 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,258 $1.87M 0.66% -128 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,256 $1.87M 0.03% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,251 $1.87M 0.04% -670 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,223 $1.86M 0.22% +112 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,204 $1.85M 0.14% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,030 $1.84M 0.38% -761 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,180 $1.84M 0.17% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,171 $1.84M 0.33% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,158 $1.83M 0.33% +690 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,131 $1.82M 0.11% +1,870 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 5,123 $1.82M 1.41% +296 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,121 $1.82M 0.17% +19 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,076 $1.8M 0.74% +167 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,071 $1.8M 0.03% +773 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,069 $1.8M 0.48% new 13F-HR Timeline Savior LLC More: the full row for Savior LLC 5,054 $1.8M 8% +273 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,051 $1.8M 0.21% +760 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,049 $1.79M 0.22% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,047 $1.79M 1.24% -213 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,035 $1.79M <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,028 $1.79M 1.58% 0 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 5,028 $1.79M +349 Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,014 $1.78M 0.3% -20 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,007 $1.78M 0.73% +84 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,995 $1.78M 0.26% -374 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,000 $1.78M 0.24% +3,400 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,000 $1.78M 0.71% 0 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 5,000 $1.78M 0.18% 0 13F-HR/A Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 4,988 $1.77M 0.47% -71 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,979 $1.77M 0.12% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,975 $1.77M 0.43% -43 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,975 $1.77M 0.23% +1,227 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,956 $1.76M 0.27% +37 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,947 $1.76M 0.04% +15 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,939 $1.76M 0.32% +392 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,937 $1.75M 0.04% -5 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,926 $1.75M 0.04% -165 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,911 $1.75M 0.68% +1,205 13F-HR/A Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 4,900 $1.74M 0.64% 0 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,886 $1.74M 0.56% +182 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,858 $1.73M 0.12% -1,425 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,852 $1.72M 0.17% +1,716 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,849 $1.72M 0.59% +220 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,847 $1.72M 0.12% -61 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,845 $1.72M 0.11% -38 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,839 $1.72M 0.1% +977 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,811 $1.71M 0.26% -145 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 4,809 $1.71M 0.75% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,800 $1.71M 1.08% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,781 $1.7M 0.05% +145 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,757 $1.69M 0.13% -200 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,749 $1.69M 0.47% +68 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,745 $1.69M 0.02% +1,100 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,744 $1.69M 0.96% +165 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,736 $1.68M 0.03% -7 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,728 $1.68M 0.66% +120 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,721 $1.68M 0.27% +266 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,708 $1.67M 0.94% -290 13F-HR/A Timeline ALEXANDER LABRUNERIE & CO., INC. 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