Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 127,916 $1.77M 0.05% -11,937 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 109,973 $1.52M 0.05% +24,701 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 109,477 $1.51M 0.01% +19,433 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 98,834 $1.37M 0.12% +3,253 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 67,455 $933K 0.2% +8,413 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 57,781 $799K 0.02% +9,854 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 55,849 $772K 0.05% +55,729 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 46,644 $629K 0.02% +9,517 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 44,880 $621K 0.08% +1,778 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 28,028 $388K 0.28% +987 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 27,551 $381K 0.02% +12,773 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 27,344 $378K 0.11% -5,050 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,614 $257K 0.01% +1,616 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 17,523 $242K 0.02% -5,499 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 14,029 $194K 0.04% -1,449 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 11,277 $156K 0.05% +928 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,215 $155K 0.03% +215 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,922 $151K 0.06% +459 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 10,722 $148K 0.07% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,529 $146K <0.01% +529 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,106 $140K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,792 $52.4K 0.01% +2,312 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,836 $25.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,726 $23.9K 0.01% +213 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,400 $19.4K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,195 $17K <0.01% +583 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 821 $11.4K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 647 $8.95K 0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 510 $7.05K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 380 $5.26K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 280 $3.87K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 166 $2.3K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 117 $1.62K <0.01% +65 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 104 $1.44K <0.01% +10 13F-HR Timeline Trust Co More: the full row for Trust Co 98 $1.35K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 75 $1.04K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 59 $816 <0.01% new 13F-HR Timeline