FC Advisory LLC More: the full row for FC Advisory LLC 395,672 $32.8M 8.6% +4,926 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 307,639 $25.3M 0.6% +2,898 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 298,767 $24.8M 3.56% +1,801 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 285,999 $23.7M 7.52% +24,492 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 148,964 $12.4M 0.09% +48,305 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 145,591 $12.1M 8.31% +54,215 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 121,762 $10.1M 4.66% +47,550 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 117,964 $9.77M 0.12% +11 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 95,327 $7.91M 0.22% -5,149 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 72,267 $6M 3.83% -2,122 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 63,677 $5.28M 0.49% -1,716 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 59,093 $4.9M 0.46% -3,748 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 51,209 $4.25M 0.28% +3,288 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 34,931 $2.9M 0.63% -330 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 34,206 $2.84M 0.43% -2,430 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 33,931 $2.82M 0.59% +11,656 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 33,707 $2.8M 0.07% +9,927 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 33,146 $2.75M 1.89% -498 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 27,641 $2.29M 0.35% +1,125 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 27,344 $2.27M 0.51% -275 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 26,482 $2.2M 0.42% +135 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 25,097 $2.08M 0.13% +4,161 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,936 $1.99M 0.52% +821 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 23,693 $1.97M 0.72% +42 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 23,369 $1.94M 1.27% -3,231 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 20,259 $1.67M 1.3% +265 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,341 $1.44M 0.04% -14 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,220 $1.26M 0.14% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 15,113 $1.25M 0.87% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 14,821 $1.23M 0.29% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13,913 $1.15M 0.69% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 13,545 $1.12M 0.12% +10,500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,366 $1.03M 0.02% -842 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,824 $981K 0.29% -1,392 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,331 $940K 0.07% -38 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,200 $929K 0.01% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 11,000 $913K 0.54% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 10,747 $892K 0.07% -1 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 9,582 $795K 0.09% -104 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,861 $735K 0.23% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,335 $692K 0.14% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,264 $686K 0.02% +37 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,011 $665K 0.07% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,940 $659K 0.04% -156 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,868 $653K 0.01% -455 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,548 $626K 0.11% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 6,854 $569K 0.3% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,391 $530K 0.06% +609 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,946 $493K 0.05% +656 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,747 $477K 0.01% +161 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,739 $476K 0.11% -473 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 5,625 $467K 0.19% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 5,257 $436K 0.09% -162 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,969 $412K 0.05% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,753 $399K 0.18% +1 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,756 $395K 0.03% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,559 $378K 0.17% +182 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,348 $361K 0.01% +810 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 4,130 $343K 0.26% +180 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,116 $342K 0.01% -186 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 4,063 $337K 0.17% +10 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,009 $333K 0.02% +197 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,773 $313K 0.07% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,668 $304K <0.01% +169 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,644 $302K 0.06% 0 13F-HR Timeline TLWM More: the full row for TLWM 3,614 $300K 0.05% -110 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,549 $294K 0.01% -887 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,543 $294K 0.09% +2 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,241 $270K 0.05% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 3,169 $263K 0.15% -60 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,168 $263K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,118 $259K 0.02% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,055 $253K 0.01% +2,186 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,770 $230K 0.09% +4 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,744 $228K 0.1% +6 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,621 $217K 0.21% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,584 $214K 0.09% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,582 $214K 0.14% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,053 $170K 0.05% +5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,906 $158K 0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,768 $146K 0.04% -375 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,435 $119K 0.02% new 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 1,255 $104K 0.08% -170 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,045 $86.7K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,044 $86.6K 0.05% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,014 $84.1K 0.05% 13F-HR Timeline Trust Co More: the full row for Trust Co 880 $73K 0.01% +509 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 878 $72.8K 0.01% -73 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 744 $61.7K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 693 $57.1K 0.02% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 644 $53.4K 0.04% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 288 $23.9K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 166 $13.8K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 124 $10.3K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 80 $6.64K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 44 $3.65K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 17 $1.39K <0.01% -2,375 13F-HR Timeline