Wedmont Private Capital More: the full row for Wedmont Private Capital 5,147,853 $113M 2.69% +475,754 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 915,779 $20M 0.14% -43,870 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 566,809 $12.4M 5.08% new 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 497,893 $10.9M 4.79% -178,586 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 482,821 $10.6M 1.6% +274 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 325,172 $7.11M 0.18% +10,269 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 324,074 $7.09M 2.48% +15,438 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 253,706 $5.53M 0.8% -38,293 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 210,037 $4.59M 0.72% +86,022 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 197,243 $4.31M 1.5% +1,851 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 154,634 $3.38M 2.48% -211 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 154,290 $3.37M 2.27% +18,247 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 142,924 $3.12M 0.71% +92,284 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 123,870 $2.71M 2.11% +9,801 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 122,564 $2.68M 0.16% -5,547 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 99,881 $2.18M 0.51% +1,702 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 94,434 $2.07M 0.22% +9,198 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 89,558 $1.96M 0.06% +29,179 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 82,388 $1.8M 0.12% +1,370 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 63,784 $1.39M 0.04% -21,672 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 60,786 $1.33M 0.05% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 48,054 $1.05M 0.56% +755 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 43,149 $944K 0.02% -123,749 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 22,228 $486K 0.11% +214 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,828 $434K 0.03% +212 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 18,160 $397K <0.01% +1,700 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 16,424 $359K 0.07% +3,449 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,330 $357K 0.01% -488 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 16,268 $356K 0.2% -546 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 15,052 $329K 0.06% -12,058 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 14,728 $322K 0.22% +1,929 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,336 $248K 0.01% +1,000 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,214 $245K 0.06% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,158 $244K 0.05% +140 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,877 $238K 0.14% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,126 $46.5K <0.01% +1,970 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 996 $21.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 677 $14.8K <0.01% -124 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 232 $5.07K <0.01% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 93 $2.03K <0.01% 0 13F-HR Timeline