Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,877,636 $145M 1.03% +249,316 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 509,079 $39.3M 0.5% +154,645 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 501,101 $38.7M 6.33% +38,624 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 447,489 $34.6M 9.32% -15,033 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 393,600 $30.4M 4.33% +96,346 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 347,014 $26.8M 2.78% +6,406 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 337,464 $26.1M 5.17% +3,644 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 313,400 $24.2M 1.74% +22,419 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 291,906 $22.5M 8.76% +17,855 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 283,265 $21.9M 0.46% -299,388 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 265,466 $20.5M 3.14% -25,590 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 259,160 $20M 1.87% -42,607 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 246,595 $19M 2.77% +1,990 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 227,770 $17.6M 0.46% -8,023 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 174,010 $13.4M 9.25% +29,283 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 170,927 $13.2M 1.31% -6,607 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 119,980 $9.27M 1.5% -1,245 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 92,833 $7.17M 1.09% +477 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 81,230 $6.28M 0.75% +3,280 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 77,414 $5.98M 0.2% +57,481 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 74,784 $5.78M 2.67% +3,790 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 72,097 $5.57M 0.36% -816 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 67,226 $5.19M 3.32% +1,688 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 54,614 $4.22M 2.51% +711 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 54,559 $4.21M 1.08% +887 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 49,194 $3.8M 0.29% -1,932 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 39,905 $3.07M 0.44% +2,212 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 37,689 $2.91M 0.08% +731 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 37,105 $2.87M 0.17% +139 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 34,169 $2.64M 1.63% +7,054 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 27,119 $2.09M 0.19% +2,838 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22,807 $1.76M 0.32% -490 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 19,709 $1.52M 0.39% -3,799 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,604 $1.44M 0.03% -16,950 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 17,310 $1.34M 0.02% +920 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 16,308 $1.26M 0.07% -788 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,204 $1.25M 0.08% +821 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13,872 $1.07M 0.72% -225 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,216 $1.02M 0.2% +144 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,785 $910K 0.24% -193 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 10,961 $847K 0.42% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,445 $807K 0.29% -860 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,976 $771K 0.06% +339 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,645 $668K 0.17% +62 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,500 $657K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,141 $629K 0.14% -511 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,919 $612K 0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,297 $564K 0.11% -103 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,201 $556K 0.13% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,872 $454K 0.06% -243 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,582 $431K 0.2% -1,052 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,363 $414K 0.12% +4,946 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,011 $387K 0.03% +75 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,775 $369K 0.14% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,555 $351K 0.2% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,339 $335K 0.01% +164 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,128 $318K 0.09% +1 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,866 $299K 0.03% +427 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,692 $285K 0.02% -772 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,577 $276K 0.02% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,270 $253K 0.04% +96 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,152 $243K 0.02% -302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,951 $228K 0.02% -100 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,939 $227K 0.05% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2,719 $210K 0.09% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 2,709 $209K 0.13% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,197 $170K 0.1% -2,765 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,779 $137K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,660 $128K 0.01% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,526 $118K 0.07% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,108 $86K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 689 $53.2K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 473 $36.5K 0.02% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 467 $36.1K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 362 $28K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 54 $4.17K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 31 $2.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 0 $15 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.