VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 632,632 $41.2M 2.34% +14,280 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 355,143 $23.1M 1.84% +9,355 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 150,475 $9.8M 1.69% -8 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 142,010 $9.25M 1.88% +1,095 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 95,606 $6.23M 0.04% -6,392 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 84,913 $5.53M 2.43% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 76,524 $4.99M 2% +6,411 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 52,319 $3.41M 0.97% -12,513 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 48,608 $3.24M 0.37% +4,075 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 41,902 $2.73M 0.16% -193 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 25,390 $1.65M 0.07% -2,286 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,039 $1.11M 0.26% -1 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 16,660 $1.09M 0.5% -795 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,160 $1.05M 0.03% +1,671 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,097 $853K 0.06% +7,355 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 11,807 $769K 0.66% -972 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,560 $623K 0.02% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,950 $598K 0.28% +1,114 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,407 $352K 0.01% -419 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,732 $308K 0.02% +317 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,357 $284K 0.01% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,329 $217K 0.06% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,108 $206K 0.06% +26 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,106 $202K 0.06% -73 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,313 $151K 0.09% -1,156 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 1,396 $90.9K 0.02% +62 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,258 $83.9K 0.06% -168 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,150 $74.9K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 615 $40.1K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 229 $14.9K <0.01% 0 13F-HR Timeline Group NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 150 $9.77K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 52 $3.39K <0.01% 0 13F-HR Timeline