CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 142,811 $33.9M 0.57% -8,554 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 86,100 $20.5M 0.47% +13,000 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 73,546 $17.5M 0.13% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 40,802 $9.69M 0.26% +4,977 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 25,113 $5.96M 0.52% -1,341 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 11,782 $2.8M 0.4% +382 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,812 $1.14M 0.04% +454 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,740 $1.13M 0.01% +1,634 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,546 $1.08M 0.12% +4,121 13F-HR Timeline TLWM More: the full row for TLWM 4,355 $1.03M 0.16% -34 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,511 $834K 0.02% +417 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,934 $697K <0.01% -37 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,639 $627K 0.05% -759 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,456 $583K 0.22% -7 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,212 $525K 0.01% -34 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,212 $525K 0.09% +204 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,099 $499K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,038 $479K 0.01% +72 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,708 $406K 0.02% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,531 $364K 0.16% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,555 $359K 0.01% +510 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,376 $327K 0.01% +147 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,349 $320K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,301 $309K 0.01% -3 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,237 $294K 0.09% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,166 $277K 0.03% -216 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,146 $272K 0.02% +529 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,077 $256K 0.09% -153 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 991 $235K <0.01% +49 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 868 $206K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 521 $124K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 370 $87.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 307 $72.9K <0.01% +34 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 249 $59.2K <0.01% -1,349 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 249 $59.1K 0.01% +24 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $52.7K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 173 $41.1K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 153 $36.3K <0.01% -105 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $23.8K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 85 $20.2K 0.01% +22 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 58 $13.8K 0.01% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 45 $10.7K 0.01% +18 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 44 $10.5K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 17 $4.04K <0.01% +4 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 15 $3.56K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14 $3.33K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 14 $3.33K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 14 $3.33K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8 $1.91K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7 $1.66K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $1.19K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1 $238 <0.01% new 13F-HR Timeline