Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 527,762 $68M 30.76% +7,774 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 440,631 $58.4M 0.74% +37,738 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 409,211 $52.8M 3% -98,179 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 226,311 $29.2M 17.33% +20,772 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 79,143 $10.2M 1.79% -221 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 54,246 $6.99M 0.18% -1,556 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 41,414 $5.34M 0.95% -1,189 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,913 $4.89M 0.03% -1,656 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 28,915 $3.73M 0.05% -15,732 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 24,360 $3.14M 0.8% +2,233 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,845 $2.47M 0.06% -1,111 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 14,730 $1.9M 0.97% +606 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10,882 $1.4M 0.39% -64 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,685 $1.38M 0.33% -3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,740 $1.26M 0.5% +9 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,590 $1.11M 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,562 $1.1M 0.03% +1,406 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 8,012 $1.03M 0.27% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 7,687 $991K 0.51% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 5,871 $757K 0.3% +430 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,529 $584K 0.04% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,819 $492K 0.11% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,633 $468K 0.01% +517 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,208 $414K 0.36% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,344 $302K 0.05% -590 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,100 $270K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,972 $254K 0.02% +672 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,962 $253K 0.03% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,915 $247K <0.01% -1,394 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,810 $233K 0.18% +2 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,575 $203K 0.12% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,336 $172K 0.01% +492 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,293 $167K 0.03% -1,000 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 542 $69.9K <0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 156 $20.1K <0.01% -6 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 70 $9.03K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $8.64K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 38 $4.9K <0.01% new 13F-HR Timeline