ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,989,249 $210M 12.62% +2,119,510 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,915,052 $204M 9.66% +52,919 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,002,610 $140M 1.78% +181,617 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,535,928 $108M 3.1% +139,147 13F-HR Timeline Trust Co More: the full row for Trust Co 1,118,579 $78.5M 6.83% +137,786 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 763,071 $53.5M 0.38% +48,556 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 660,080 $46.3M 23.22% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 645,234 $45.3M 2.5% -147,328 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 559,484 $39.2M 2.77% -18,006 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 527,846 $37M 1.49% -108,244 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 510,243 $35.8M 4.44% -57,027 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 502,520 $35.3M 2.54% +43,519 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 456,472 $32M 5.87% +9,539 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 400,937 $28.1M 11.29% +45,603 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 363,202 $25.5M 8.9% +25,966 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 332,202 $23.3M 2.1% -60,828 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 319,730 $22.4M 5.98% +19,174 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 311,901 $21.9M 11.65% +2,461 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 264,870 $18.6M 7.97% +30,420 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 254,858 $17.9M 1.35% -503 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 148,151 $10.4M 7.15% -8,465 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 141,662 $9.94M 6.52% -56,949 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 137,943 $9.68M 2.28% +109,328 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 125,145 $8.78M 0.57% +288 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 115,306 $8.09M 5.6% +4,374 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 111,130 $7.8M 2.09% +7,262 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 109,389 $7.67M 0.51% +22,171 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 108,153 $7.59M 0.83% +6,087 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 107,498 $7.54M 2.3% -10,038 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 103,185 $7.24M 0.72% -8,336 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 101,010 $7.09M 1.03% +670 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 100,889 $7.08M 0.66% -21,257 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 99,469 $6.98M 2.79% +59,361 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 93,541 $6.56M 4.15% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 128,827 $6.06M 0.13% -14,494 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 77,465 $5.43M 2.11% -735 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 77,359 $5.43M 0.14% -4,253 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 63,435 $4.45M 0.63% -2,125 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 62,778 $4.4M 0.12% +380 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 59,035 $4.14M 3.88% +411 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 54,006 $3.79M 1.1% +5,806 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 47,653 $3.34M 1.23% +27,737 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 47,027 $3.3M 2.04% +896 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 46,653 $3.27M 0.56% +5,660 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 45,848 $3.22M 1.72% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 45,001 $3.16M 2.87% +1,425 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 39,207 $2.75M 1.79% +18,427 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 33,134 $2.32M 0.55% +4,780 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 30,330 $2.13M 0.56% -3,159 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 29,138 $2.04M 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 27,404 $1.92M 0.58% +22,280 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 27,271 $1.91M 0.3% +852 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 26,060 $1.83M 0.26% -527,949 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 25,577 $1.79M 0.19% -5,924 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 23,960 $1.68M 0.27% +11,411 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 22,972 $1.61M 0.37% +5,706 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 22,500 $1.58M 0.1% -2,952 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 16,772 $1.17M 0.22% -796 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 13,298 $933K 0.3% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,965 $839K 0.41% -50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,927 $837K 0.02% +230 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10,202 $716K 0.38% +466 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 9,804 $688K 0.47% +1,518 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,524 $598K 0.13% -875 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,420 $591K 0.14% +592 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,641 $537K 0.02% -1,455 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,500 $524K 0.24% -126 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,348 $515K 0.22% -147 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,813 $478K 0.01% -13,178 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 6,391 $448K 0.14% -2,423 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,277 $440K 0.23% +11 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,256 $439K 0.07% +925 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,190 $434K 0.04% +253 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,907 $414K 0.2% +48 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,790 $406K 0.05% -15 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,633 $395K 0.07% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 5,377 $377K 0.02% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 5,327 $374K 0.06% -1,453 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 5,294 $371K 0.08% +139 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,060 $355K 0.04% +563 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,949 $347K <0.01% new 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 4,675 $328K 0.09% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,499 $316K 0.17% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 4,416 $310K 0.21% -437 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,098 $287K 0.19% -15 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,028 $283K 0.06% +20 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,768 $264K 0.1% +847 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,775 $264K 0.15% +8 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,554 $249K 0.17% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,526 $247K 0.03% +83 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,183 $223K 0.05% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,097 $217K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,996 $210K 0.04% +1,825 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,159 $81.3K 0.02% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,144 $80.3K 0.05% +345 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,114 $78.1K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 993 $69.7K 0.04% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 937 $65.7K <0.01% -14 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 899 $63K 0.01% +47 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 896 $62.9K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 863 $61K <0.01% -2,379 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 819 $57.5K 0.01% -52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Capital Management More: the full row for Davis Capital Management 528 $37K 0.02% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $22.7K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 320 $22.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 208 $14.6K <0.01% +184 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 194 $13.6K <0.01% +176 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 154 $10.8K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 108 $7.51K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 68 $4.77K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 51 $3.58K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 49 $3.44K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 15 $1.07K <0.01% 0 13F-HR Timeline