GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,371 $638K 0.01% +4 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,366 $636K 0.04% -25 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,363 $635K 0.05% -650 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,362 $634K 0.03% +892 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,360 $633K 0.07% +171 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,363 $633K 0.01% -18 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,354 $631K 0.18% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,354 $630K 0.16% +650 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,354 $630K 0.04% +17 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 1,352 $629K 0.2% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,350 $628K 0.02% +2 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,346 $627K 0.03% +194 13F-HR Timeline CONNING INC. in group CONNING INC. 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More: the full row for Verity Asset Management, Inc. 1,156 $538K 0.23% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,155 $538K 0.21% +10 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,150 $535K 0.07% -373 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,149 $535K 0.03% +91 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,147 $534K 0.11% +2 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,147 $534K 0.19% +1 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,145 $533K 0.33% +13 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,139 $530K 0.12% -17 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,135 $530K 0.03% +251 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 1,133 $528K 0.47% +4 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,127 $527K 0.18% +4 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,130 $526K 0.03% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,128 $525K 0.01% -101 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,127 $525K 0.21% 0 13F-HR Timeline Weil Company, Inc. 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Prosperity Capital Advisors 1,061 $494K 0.03% -24 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,060 $494K 0.04% +125 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,045 $491K 0.03% -7 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,055 $491K 0.24% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,053 $490K 0.11% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,051 $489K 0.04% -69 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,051 $489K 0.29% -14 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,047 $487K 0.15% +77 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,047 $487K 0.36% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,046 $487K 0.05% -1,216 13F-HR Timeline Karras Company, Inc. 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LLC 1,012 $471K 0.03% -21 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,012 $471K 0.08% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,004 $469K 0.03% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,007 $469K 0.01% +1 13F-HR Timeline ORBA Wealth Advisors, L.L.C. 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