Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 4,328,422 $339M 4.66% +255,674 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,699,485 $133M 3.33% -811,551 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,672,725 $131M 3.46% -118,782 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 789,887 $61.9M 1.62% +4,047 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 778,588 $61.1M 6.75% +188,490 13F-HR Timeline CX Institutional More: the full row for CX Institutional 763,681 $59.9M 1.62% -3,462 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 643,482 $50.5M 0.36% +16,699 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 619,013 $48.5M 3.83% -622 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 523,109 $41M 5.39% +2,612 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 485,239 $38.1M 6.16% -7,101 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 414,707 $33.2M 0.42% -111,133 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 391,186 $30.7M 10.97% -11,659 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 276,562 $21.7M 5.84% +4,862 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 270,415 $21.2M 9.59% +9,513 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 249,736 $20.1M 0.48% +12,235 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245,060 $19.2M 0.55% -8,720 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 244,829 $19.2M 2.1% -11,837 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 211,928 $16.6M 4.78% -843 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 207,932 $16.3M 0.22% +64,065 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 185,250 $14.5M 0.41% -17,537 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 183,490 $14.4M 0.58% +1,259 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 163,196 $12.8M 9.37% -863 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 158,326 $12.4M 5.12% -2,024 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 156,941 $12.3M 7.78% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 150,912 $11.8M 0.77% +2,844 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 149,166 $11.7M 3.11% -1,372 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 140,305 $11M 2.59% +12,859 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 138,593 $10.9M 2.35% -4,952 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 137,381 $10.8M 7.09% +2,360 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 135,805 $10.6M 3.03% -2,608 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 135,257 $10.6M 0.92% -1,200 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 133,794 $10.5M 2.95% +4,070 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 133,366 $10.5M 4.4% +9,701 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 123,549 $9.69M 3.39% +1,057 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 122,069 $9.57M 0.95% -378 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 115,887 $9.09M 2.34% +3,589 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 114,751 $9M 2.42% -7,008 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 109,904 $8.17M 0.17% +694 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 92,194 $7.23M 3.03% +6,614 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 88,844 $6.97M 4.57% +680 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 82,979 $6.51M 2.24% +79,761 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 81,406 $6.38M 1.63% -6,469 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 80,544 $6.32M 1.28% -3,716 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 55,747 $4.37M 1.75% +1,954 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 52,552 $4.12M 0.61% -1,031 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 52,442 $4.11M 1.52% +594 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 47,124 $3.7M 1.42% +12,478 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 46,034 $3.61M 0.72% -2,849 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 43,313 $3.4M 0.38% +696 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 39,335 $3.08M 2.01% +259 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 39,266 $3.08M 0.34% -578 13F-HR Timeline New Covenant Trust Company, N.A. 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More: the full row for Sherry Group, Inc. 31,531 $2.47M 2.32% +109 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 31,478 $2.47M 0.09% +4,710 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 30,718 $2.41M 2.03% +13 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 29,032 $2.28M 0.68% -331 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 26,950 $2.11M 1.26% +625 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 24,184 $1.9M 0.44% -566 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 23,332 $1.83M 0.28% +930 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 23,131 $1.81M 0.17% -1,068 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 23,125 $1.81M 0.87% -989 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 22,159 $1.74M 0.11% +801 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 21,785 $1.71M 1.01% -261 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21,416 $1.68M 0.06% -32 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Crumly & Associates Inc. 2,948 $231K 0.04% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,920 $229K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,743 $215K 0.02% -44 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,629 $208K 0.12% -7 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,604 $204K 0.05% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,595 $203K 0.06% +17 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,560 $201K 0.01% +444 13F-HR Timeline Trust Co More: the full row for Trust Co 1,756 $138K 0.01% -100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,283 $101K 0.01% +159 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,188 $93.2K 0.05% -19 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 938 $73.6K 0.02% -829 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 924 $72.4K 0.05% +4 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 740 $58K 0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 720 $57.7K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 654 $51.3K 0.01% +626 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 474 $37.5K 0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 376 $29.5K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 212 $16.6K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 116 $9.1K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 96 $7.53K <0.01% 0 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 80 $6.27K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 24 $1.88K <0.01% 0 13F-HR Timeline