HENGEHOLD CAPITAL MANAGEMENT LLC | 1,549,606 | $38,569,704 | 5.03% |
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PITCAIRN CO | 2,039,555 | $50,764,524 | 4.33% |
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LODESTAR PRIVATE ASSET MANAGEMENT LLC | 741,984 | $18,467,972 | 3.16% |
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Gerber Kawasaki Wealth & Investment Management | 1,481,093 | $36,864,429 | 2.51% |
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Mach-1 Financial Group, LLC | 240,186 | $5,978,220 | 2.48% |
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IAG Wealth Partners, LLC | 327,249 | $8,145,243 | 2.27% |
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HANTZ FINANCIAL SERVICES, INC. | 257,547 | $6,410 | 2.14% |
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Courage Miller Partners, LLC | 188,592 | $4,694,061 | 1.92% |
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TIEMANN INVESTMENT ADVISORS, LLC | 132,497 | $3,297,850 | 1.76% |
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Avantax Planning Partners, Inc. | 1,578,763 | $39,295,411 | 1.64% |
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Sharkey, Howes & Javer | 303,175 | $7,546,026 | 1.44% |
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TOBIAS FINANCIAL ADVISORS, INC. | 209,970 | $5,226,153 | 1.37% |
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First Personal Financial Services | 199,802 | $4,973,074 | 1.29% |
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EASTERN BANK | 962,712 | $23,961,921 | 1.19% |
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Opal Wealth Advisors, LLC | 78,709 | $1,959,068 | 1.15% |
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Ledge Wealth Management, Inc. | 101,118 | $2,516,821 | 1.13% |
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Laraway Financial Advisors Inc | 42,239 | $1,051,326 | 1.10% |
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Montecito Bank & Trust | 183,481 | $4,566,843 | 1.07% |
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COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 543,587 | $13,529,886 | 1.00% |
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Walkner Condon Financial Advisors LLC | 124,000 | $3,086,360 | 0.82% |
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