Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 550,558 $152M 3.33% +3,218 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 338,569 $93.2M 1.42% +336,623 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 196,130 $54M 0.91% -15,870 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 176,424 $48.6M 1.12% -22,158 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 137,980 $38M 1.48% -769 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 134,678 $37.1M 0.5% +90,329 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 162,543 $33.8M 0.05% +27,508 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 115,003 $31.7M 2.1% +3,062 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 108,206 $29.8M 3.09% -1,514 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 100,441 $27.7M 0.21% 0 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 100,291 $27.6M 0.15% +2,084 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 98,993 $27.3M 3.26% +15,572 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 98,542 $27.1M 1.45% -1,488 13F-HR Timeline DEPRINCE RACE & ZOLLO INC More: the full row for DEPRINCE RACE & ZOLLO INC 68,627 $18.9M 0.33% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 65,257 $17.8M 1.06% +8,235 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 63,862 $17.6M 0.46% -2,074 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 62,186 $17.1M 0.11% +6,044 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 61,039 $16.8M 5.47% -100 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 52,052 $14.4M 0.38% +20,431 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 49,886 $13.7M 3.62% +7,796 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 49,606 $13.7M 0.26% +7,387 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 49,276 $13.6M 0.86% -478 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 48,709 $13.4M 1.34% -2,101 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 46,029 $12.7M 0.34% -1,726 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 44,625 $12.3M 0.93% +2,877 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 43,315 $11.9M 0.45% -6,408 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 40,348 $11.2M 0.26% +349 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 34,963 $9.63M 0.69% -202 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 28,617 $7.88M 0.72% -4,325 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 26,390 $7.27M 0.09% -160,545 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,287 $7.24M 2.31% -968 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,159 $6.1M 0.12% -1,140 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 21,676 $5.97M 2.82% -85 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 21,010 $5.79M 1.67% -2,058 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,406 $5.34M 0.21% +1,236 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,203 $5.29M 0.04% +1,777 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 18,124 $4.99M 1.57% +26 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 17,139 $4.72M 0.68% -150 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 15,399 $4.24M 0.31% -735 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,318 $4.22M 0.6% +235 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15,147 $4.17M 0.29% -638 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,877 $4.1M 0.07% +494 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 14,343 $3.96M 2.44% +5,761 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 13,200 $3.64M 3.04% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,832 $3.53M 0.28% -380 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 12,297 $3.39M 0.74% -6,944 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,899 $3.28M 1.44% +3,567 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,135 $3.07M 0.08% -394 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,106 $3.06M 0.09% -91 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 10,946 $3.01M 1.75% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,398 $2.86M 0.13% +658 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,214 $2.81M 0.08% +931 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 10,138 $2.79M 1.01% -373 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,838 $2.71M 0.08% -3,006 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 9,795 $2.7M 0.95% +8,153 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 9,718 $2.68M 0.67% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 8,977 $2.54M 0.3% -632 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,567 $2.36M 0.64% -1,480 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,536 $2.08M 0.74% +6 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,375 $2.03M 0.42% +317 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 7,356 $2.03M 0.18% -151 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,146 $1.97M 0.25% -1,177 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,813 $1.88M 0.16% -74 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,558 $1.81M 0.34% +2,180 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,515 $1.79M 0.39% -8,078 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,238 $1.72M 0.7% -67 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,783 $1.59M 0.07% +2,350 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,748 $1.59M 0.02% -296 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,709 $1.57M 0.07% +2,776 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 5,688 $1.57M 0.31% +9 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,638 $1.55M 0.19% -2 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,613 $1.55M 0.11% +171 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,545 $1.53M 0.04% -1,808 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,589 $1.53M 0.63% +41 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,409 $1.49M 0.02% +124 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,386 $1.48M 0.05% -2,192 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,386 $1.48M 0.36% +954 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,385 $1.48M 0.95% -1,995 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,364 $1.48M 0.04% +105 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,338 $1.47M 0.11% -120 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,287 $1.46M 0.03% -1,188 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,264 $1.45M 0.04% -257 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,243 $1.44M 0.42% +703 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,148 $1.42M 0.09% -182 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,634 $1.28M 0.14% -1,606 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 4,405 $1.21M 0.3% -45 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,063 $1.12M 0.38% -12 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,012 $1.1M 0.08% -1,554 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,970 $1.09M 0.61% +413 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,901 $1.07M 0.02% +22 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,885 $1.07M 0.03% -2,999 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,722 $1.03M 0.03% -93 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,700 $1.02M 0.11% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,578 $985K 0.06% +3 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,454 $951K 0.24% -37 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,402 $937K 0.39% +9 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,378 $936K 0.02% +198 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,365 $927K 0.04% +36 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,193 $879K 0.02% +195 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,125 $861K 0.47% +2,105 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,100 $854K 0.25% -3 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,095 $852K 0.13% +98 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,688 $740K 0.12% -16 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,534 $698K 0.04% -834 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,432 $670K 0.36% +17 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,407 $663K 0.08% -121 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,366 $652K 0.04% -60 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,357 $649K 0.04% -15 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,178 $600K 0.15% -312 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,128 $586K 0.42% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,064 $568K 0.01% +467 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 2,025 $558K 0.07% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,023 $557K 0.05% -330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,967 $556K 0.02% -52 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,899 $523K 0.34% -543 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,859 $512K 0.16% -100 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,780 $492K 0.09% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,721 $474K 0.14% +4 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,687 $465K 0.09% +117 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,671 $460K 0.31% -4 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,632 $449K 0.07% -5 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,621 $446K 0.13% +1 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,579 $435K <0.01% +214 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,366 $430K 0.16% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,515 $417K 0.06% -100 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,496 $412K 0.08% +480 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,490 $410K 0.15% +49 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,470 $405K 0.09% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,386 $382K 0.03% -50 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,335 $368K 0.01% -7 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,298 $357K 0.14% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,275 $351K 0.14% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,253 $345K 0.09% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,239 $341K 0.02% +82 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,202 $331K 0.04% -27 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $318K 0.21% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,133 $312K 0.07% +356 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $301K 0.03% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 993 $273K 0.02% +86 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 973 $268K 0.06% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 971 $267K 0.05% +284 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 970 $267K 0.06% -144 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 937 $258K 0.01% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 916 $252K 0.02% +14 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 885 $244K 0.15% +111 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 880 $242K <0.01% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 880 $242K 0.14% +47 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 871 $240K 0.02% -525 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 845 $233K 0.02% +42 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 817 $227K 0.03% +10 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 815 $224K 0.12% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 790 $218K 0.04% -278 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 756 $208K 0.13% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 754 $208K 0.02% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 742 $204K 0.16% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 736 $203K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 535 $147K 0.03% -225 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 510 $140K 0.09% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 419 $115K 0.01% -130 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 366 $101K 0.06% -18 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 311 $85.8K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 263 $72.4K 0.01% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 228 $62.8K 0.03% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 200 $55.2K 0.02% +105 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 197 $54.3K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 180 $50K 0.04% -40 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 167 $46K <0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 125 $34.4K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 100 $27.5K 0.01% -25 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 97 $26.5K 0.01% +85 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 69 $19K 0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 59 $16.4K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 58 $15.9K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 42 $11.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $9.64K <0.01% -29 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 28 $7.71K 0.01% +5 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 13 $3.58K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $2.2K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 7 $1.93K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $1.38K <0.01% +2 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $1.38K <0.01% -15 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3 $827 <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3 $826 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2 $551 <0.01% -2 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $275 <0.01% 0 13F-HR Timeline