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ALLISON & CO., INC. 12,442 $343K 0.19% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,780 $324K 0.03% +1,101 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,735 $323K 0.01% +1,229 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,713 $323K 0.01% -1,076 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,196 $320K 0.01% +3,076 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,217 $309K 0.02% -209 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,952 $302K 0.01% -1,323 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,377 $286K 0.01% -387 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,805 $270K 0.01% +51 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Everhart Financial Group, Inc. 7,970 $219K 0.01% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 7,596 $209K 0.02% -815,991 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,057 $202K 0.01% -625 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,837 $161K <0.01% -370 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,922 $136K 0.08% -86 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,279 $118K <0.01% -1,065 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,675 $73.7K 0.01% +1,329 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,653 $45.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,100 $30.3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,007 $27.7K 0.01% +971 13F-HR Timeline Trust Co More: the full row for Trust Co 845 $23.3K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 829 $22.8K <0.01% -15 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 700 $19.3K 0.02% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 437 $12K <0.01% -200,229 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 428 $11.8K <0.01% -14 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 358 $9.88K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 291 $8.01K <0.01% +195 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 285 $7.85K <0.01% -137 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 275 $7.57K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 222 $6.11K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $5.51K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 179 $4.93K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 150 $4.13K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 146 $4.02K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. 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