Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 266,389 $31.7M 0.42% -13,140 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 144,410 $17.2M 0.25% +9,669 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 123,073 $14.7M 0.66% +2,526 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 18,521 $2.2M 0.22% +445 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 17,519 $2.03M 1.35% +162 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,878 $1.53M 0.09% +3,263 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,562 $1.14M 0.01% -3,363 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,387 $641K 0.11% -1,825 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,125 $491K 0.01% -1 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,027 $479K 0.17% +37 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,013 $477K 0.02% +836 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,699 $440K 0.17% -354 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,930 $348K 0.01% -111 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,790 $332K 0.01% +264 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,779 $330K 0.07% +66 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,654 $316K 0.24% -772 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 2,491 $296K 0.02% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,169 $258K 0.02% +1,780 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,134 $254K 0.01% -8 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,963 $233K 0.02% +167 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 1,950 $232K 0.18% -70 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,823 $217K <0.01% -426 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 790 $91.6K 0.04% +5 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 475 $56.5K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 383 $45.5K 0.01% +280 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 375 $44.6K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 250 $29.7K 0.01% -32 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 232 $27.6K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 230 $27.4K <0.01% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 180 $21.4K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 120 $14.3K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 110 $13.1K <0.01% -274 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 105 $12.5K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 100 $11.9K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 87 $10.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 83 $9.87K <0.01% -29 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $1.67K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1 $119 <0.01% 0 13F-HR Timeline