Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 728,805 $191M 4.72% -9,785 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 658,136 $172M 2.05% +1,358 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 522,459 $137M 1.02% +7,100 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 497,086 $130M 1.13% +14,495 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 314,245 $82.2M 1.25% -4,410 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 210,256 $55M 0.74% +14,020 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 194,803 $51M 2.62% -960 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 184,157 $48.2M 5.47% -15,223 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 155,837 $40.8M 1.08% -8,510 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 132,821 $34.7M 0.25% +12,862 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 107,254 $28.1M 3.03% -2,000 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 98,943 $27M 1.2% +2,040 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 96,512 $25.2M 0.68% -6,771 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 89,100 $23.3M 1.58% +205 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 81,406 $21.3M 3.17% -580 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 79,282 $20.7M 0.3% +1,634 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 75,060 $19.6M 0.66% +7,058 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 72,406 $18.9M 1.73% -4,661 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 70,834 $18.5M 2.16% +2,072 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 63,883 $16.7M 1.67% +4,178 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 62,331 $16.3M 1.66% -581 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 61,750 $16.2M 0.96% +17,000 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 60,388 $15.8M 1.36% -1,233 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 55,904 $14.6M 1.27% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 49,199 $13.4M 0.32% +5,468 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 49,261 $12.9M 0.27% +1,281 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 46,738 $12.2M 1.14% -2,116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 46,681 $12.2M 2.42% -357 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 44,565 $11.7M 4.12% +99 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 44,079 $11.5M 1.95% -1,187 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 42,968 $11.2M 1.75% -1,311 13F-HR Timeline CX Institutional More: the full row for CX Institutional 42,843 $11.2M 0.3% -35,443 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 38,039 $9.95M 4.38% -229 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 37,565 $9.83M 0.62% +125 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 37,423 $9.79M 0.26% -1,265 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 36,900 $9.65M 3.14% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 36,207 $9.47M 0.26% +876 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 36,024 $9.42M 1.96% -2,597 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 35,791 $9.36M 2.06% -1,665 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35,524 $9.29M 0.65% +156 13F-HR Timeline Group Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 35,497 $9.29M 3.61% -502 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 33,361 $8.73M 0.48% +210 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 29,917 $7.83M 2.06% -87 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 29,634 $7.75M 3.06% -4,252 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 29,498 $7.72M 1.17% +30 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 29,145 $7.62M 1.99% +17 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 27,602 $7.22M 0.41% +65 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 26,729 $6.99M 0.5% +854 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 25,782 $6.74M 0.42% +454 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 25,532 $6.68M 0.58% -2,008 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 25,482 $6.67M 0.26% -288 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 23,477 $6.37M 0.08% +2,912 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 24,337 $6.37M 0.66% +1,586 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,893 $5.73M 0.16% +926 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 20,341 $5.32M 2.01% -1,195 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,240 $5.03M 0.77% +207 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 18,535 $4.85M 1.88% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 17,997 $4.71M 1.78% -177 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 17,027 $4.45M 0.4% -596 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,545 $4.07M 0.78% -218 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,524 $4.06M 0.34% -310 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 15,465 $4.05M 0.4% +112 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 15,232 $3.98M 2.04% -151 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 15,184 $3.97M 4.16% +2,130 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,117 $3.69M 0.8% -696 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,096 $3.69M 0.29% +2,636 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,447 $3.52M 0.51% +892 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 13,252 $3.47M 1.15% +1,106 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 13,218 $3.46M 3.08% +1 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,865 $3.37M 0.38% +29 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 12,558 $3.29M 1.84% -82 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 12,173 $3.18M 0.02% +8,817 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 12,112 $3.17M 2.32% -474 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 11,978 $3.13M 2.17% -25 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 11,916 $3.12M 0.83% -7,500 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 11,655 $3.05M 0.97% -2,050 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,580 $3.03M 0.23% -471 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 11,271 $2.95M 0.42% +254 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 10,833 $2.83M 1.02% -10,062 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 10,668 $2.79M 1.84% +204 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,276 $2.69M 0.16% +1,083 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 9,632 $2.52M 0.71% -14 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 9,601 $2.51M 0.03% -360 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 9,559 $2.5M 0.64% +7,824 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,274 $2.16M 0.51% +2,767 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,920 $2.07M 1.35% -300 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,519 $1.97M 1.19% +28 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,470 $1.95M 0.21% -2,211 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 7,425 $1.94M 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,204 $1.88M 0.16% +305 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,941 $1.82M 0.14% +46 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,936 $1.81M 0.38% +433 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,910 $1.81M 0.41% +30 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,806 $1.78M 0.07% -233 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,728 $1.76M 0.11% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,630 $1.73M 0.3% +53 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,469 $1.69M 0.49% -379 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 6,300 $1.65M 1.61% -390 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,247 $1.63M 0.3% -135 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,043 $1.58M 0.28% +155 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,985 $1.57M 0.19% -2 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,888 $1.54M 0.97% -35 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,868 $1.54M 1.41% -16 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,575 $1.46M 0.16% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,335 $1.4M 0.83% +33 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,199 $1.36M 0.57% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,180 $1.36M 0.81% -361 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,112 $1.34M 0.38% +3 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,904 $1.3M 0.6% -5 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,886 $1.28M 0.07% -42,429 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,748 $1.24M 0.15% +82 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,735 $1.24M 0.33% +221 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,673 $1.22M 0.24% -289 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,541 $1.19M 0.28% +9 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,502 $1.18M 0.14% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,454 $1.17M 0.08% -127 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,360 $1.14M 0.24% -146 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,350 $1.14M 0.25% -63 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,332 $1.13M 0.12% -1,434 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,248 $1.11M 0.13% -17 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 4,064 $1.1M 0.73% -85 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,167 $1.09M 0.78% +406 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,135 $1.08M 0.19% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,121 $1.08M 0.17% +124 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,093 $1.07M 0.66% -52 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,049 $1.06M 0.45% +349 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,040 $1.06M 0.12% -239 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,015 $1.05M 0.36% -16 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,989 $1.04M 0.53% +135 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,988 $1.04M 0.21% -125 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,927 $1.03M 0.18% +1,102 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,908 $1.02M 0.79% -7 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 3,841 $1M 0.62% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,828 $1M 0.39% -264 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,797 $993K 0.11% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,757 $983K 0.93% -30 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,695 $967K 0.68% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,670 $960K 0.26% +88 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,661 $958K 0.69% -352 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,573 $935K 0.28% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,513 $919K 0.09% -142 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,501 $916K 0.27% +1,638 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,456 $904K 0.06% -312 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. 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More: the full row for New Covenant Trust Company, N.A. 2,600 $680K 0.47% +324 13F-HR Timeline Trust Co More: the full row for Trust Co 2,580 $675K 0.06% -100 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,409 $630K 0.61% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,503 $630K 0.2% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,405 $629K 0.29% -25 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,390 $625K 0.35% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,349 $614K 0.44% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,296 $601K 0.1% -27 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,231 $584K 0.04% +131 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,224 $582K 0.22% -5,659 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 2,211 $578K 0.53% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,201 $576K 0.31% 0 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 2,183 $571K 0.42% +31 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,044 $535K 0.29% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,983 $519K 0.21% +85 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,973 $513K 0.15% -17 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,950 $510K 0.2% +28 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,946 $509K 0.19% -7 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,945 $509K 0.14% -339 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,923 $503K 0.01% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,897 $496K 0.11% -4 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,885 $493K 0.21% +1 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,771 $463K 0.15% -468 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,761 $461K 0.11% +21 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,751 $460K 0.23% -8 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,740 $455K 0.24% +1,550 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,721 $450K 0.07% -17 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,717 $449K 0.3% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,715 $446K 0.25% -121 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,651 $432K 0.3% -13 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,600 $419K 0.02% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,579 $413K 0.2% -7 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,568 $410K 0.24% +1 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,487 $389K 0.27% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,486 $389K 0.07% +157 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,477 $386K 0.07% +278 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,436 $376K 0.03% -7 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,406 $369K 0.21% +10 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,409 $369K 0.03% +12 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,376 $360K 0.21% +55 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,376 $358K 0.23% -22 13F-HR Timeline