Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 254,429 $28.2M 2.08% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 225,950 $25.1M 1.89% -12,597 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 124,866 $13.9M 0.36% +4,480 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101,374 $11.2M 0.32% -10,264 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 92,624 $10.3M 0.74% +9,201 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 91,670 $10.2M 3.15% +3,620 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59,472 $6.6M 0.05% +8,850 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 59,419 $6.59M 1.54% +4,504 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 48,950 $5.43M 0.06% -103 13F-HR Timeline CX Institutional More: the full row for CX Institutional 48,508 $5.38M 0.15% -7,628 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 47,713 $5.29M 0.53% -1,130 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 46,776 $5.19M 0.43% -100,000 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 40,274 $4.47M 1.92% +2,240 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 33,791 $3.75M 0.02% new 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 26,201 $2.91M 2.5% new 13F-HR Timeline Trust Co More: the full row for Trust Co 24,240 $2.69M 0.23% +225 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 21,617 $2.4M 0.54% +407 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 19,718 $2.17M 0.9% +294 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 19,236 $2.13M 0.31% +809 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 14,113 $1.57M 0.76% +5,870 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 12,281 $1.36M 0.55% -546 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 11,642 $1.29M 0.54% +298 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 11,322 $1.26M 0.75% -1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,371 $1.15M 0.03% -877 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,807 $987K 0.02% +133 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,891 $987K 0.7% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,465 $828K 0.03% +70 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,000 $777K 0.05% 0 13F-HR Timeline Group jvl associates llc More: the full row for jvl associates llc 6,625 $735K 0.21% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,242 $693K 0.27% +2 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,868 $651K 0.04% +3,436 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,465 $606K 0.03% -2,504 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,482 $497K 0.01% +28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,101 $455K 0.01% -181 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,916 $435K 0.07% +171 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,272 $363K 0.22% +568 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,215 $357K 0.01% -185 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,781 $310K 0.14% +110 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,561 $284K 0.03% -3,839 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,539 $282K 0.19% +26 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,467 $274K 0.01% +3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,464 $271K 0.15% -10 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,324 $258K 0.01% +126 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,318 $257K 0.04% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,998 $222K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,930 $214K 0.04% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,885 $209K 0.12% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,841 $204K 0.01% +237 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,835 $204K 0.04% -112 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,267 $141K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 951 $106K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 896 $99.4K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 731 $81.1K 0.02% -440 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 725 $80.5K <0.01% 0 13F-HR Timeline Group Polaris Financial Partners More: the full row for Polaris Financial Partners 562 $63K 0.03% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 564 $62.6K 0.01% +75 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 381 $42.2K 0.03% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 325 $35.7K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 176 $19.5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 159 $17.6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 153 $17K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 134 $14.8K 0.01% -16 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 100 $11.1K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 94 $10.4K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 35 $3.88K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $888 <0.01% 0 13F-HR Timeline