Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,295 $135K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,237 $131K 0.01% +1,422 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,125 $125K 0.01% +1,169 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,067 $121K 0.01% -773 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,033 $119K 0.11% -511 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,998 $117K 0.05% -127 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,850 $109K 0.11% -862 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,787 $104K 0.03% -501 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,738 $102K 0.1% +18 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for Guardian Wealth Management, Inc. 1,250 $73.4K 0.05% -142 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,202 $71K <0.01% 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,184 $69.5K 0.03% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 1,391 $65.3K 0.06% +268 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,076 $63.1K <0.01% +230 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 997 $58.5K <0.01% -247 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 990 $58.1K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 957 $56.2K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 957 $56.2K 0.05% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 946 $55.5K 0.02% +46 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 910 $53.4K 0.1% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 885 $51.9K 0.01% new 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 875 $51K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 857 $50.3K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 843 $49.4K 0.05% -4,185 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 824 $48.4K 0.01% +1 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 820 $48.1K 0.03% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 815 $47.8K 0.01% -357 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 775 $45.5K 0.02% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 758 $44.5K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 746 $43.8K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 743 $43.6K 0.02% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 740 $43.4K <0.01% -6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 718 $42.2K 0.01% +31 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 687 $40.3K 0.04% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 586 $34K 0.02% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 560 $32.9K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for Raleigh Capital Management Inc. 67 $3.93K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 60 $3.56K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 60 $3.52K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 57 $3.35K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 44 $2.58K <0.01% 0 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 41 $2K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 33 $1.94K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 26 $1.54K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 22 $1.29K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 32 $1K <0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17 $999 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 15 $880 <0.01% -29 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8 $471 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 6 $349 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $176 <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $117 <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $59 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $59 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $59 <0.01% -24 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,108 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.