Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,862 $468K 0.04% -3 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,854 $468K 0.04% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,853 $467K 0.06% +29 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,840 $466K 0.15% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,798 $465K 0.01% -328 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,825 $464K 0.28% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,825 $464K 0.04% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,813 $463K 0.01% -425 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,771 $457K 0.07% +127 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,769 $457K 0.09% -91 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,762 $457K 0.01% +627 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,760 $456K 0.01% +1,977 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,758 $456K 0.28% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,745 $454K 0.16% -45 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,733 $453K <0.01% -2 13F-HR/A Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,716 $451K -505 Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,676 $446K 0.18% -117 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,710 $442K 0.07% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,641 $442K 0.02% -850 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,623 $439K 0.18% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,621 $439K 0.1% +620 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,585 $439K 0.01% -244 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,580 $434K 0.26% +49 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,552 $431K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,518 $427K 0.01% +44 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,513 $426K <0.01% -3,490 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,513 $426K 0.01% -427 13F-HR Timeline Group Bill Few Associates, Inc. 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More: the full row for Institute for Wealth Management, LLC. 3,398 $412K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,380 $410K 0.04% -29 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,368 $409K 0.01% -600 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,354 $407K 0.06% -41 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,347 $406K 0.03% +311 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,340 $405K 0.02% -1,638 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,299 $404K 0.01% -463 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,315 $402K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,308 $401K 0.03% +109 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,305 $401K 0.04% +50 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,293 $399K 0.01% +172 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,290 $399K 0.02% -241 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,281 $398K 0.01% +188 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,220 $391K <0.01% +945 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,212 $390K 0.01% -6 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,191 $387K 0.43% -40 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,180 $386K <0.01% -2,024 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,150 $382K 0.01% +199 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,127 $379K <0.01% -485 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,113 $378K 0.01% +20 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,100 $376K 0.01% 0 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 3,099 $376K <0.01% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. 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More: the full row for Moors & Cabot, Inc. 2,893 $351K 0.02% -137 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,884 $350K 0.01% +206 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,880 $349K 0.05% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,865 $348K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,733 $346K 0.02% +26 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,845 $345K 0.08% +298 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,844 $345K 0.01% +666 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,752 $345K 0.06% +187 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,742 $344K <0.01% -21 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,830 $343K <0.01% -509 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,824 $343K <0.01% -453 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,558 $340K 0.01% -512 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,792 $339K 0.01% -800 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,791 $339K 0.05% +1,103 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,780 $337K 0.17% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,771 $336K <0.01% +388 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,766 $336K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,762 $335K <0.01% -21 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,752 $334K 0.01% -17 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,750 $334K 0.03% -750 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,750 $334K 0.06% -64 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,608 $332K 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,734 $332K 0.01% -716 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,720 $330K 0.15% -50 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,707 $328K <0.01% -212 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,703 $328K 0.03% +504 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,678 $328K 0.01% -316 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,700 $328K <0.01% -363 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,700 $328K 0.19% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,700 $328K 0.09% -24 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,696 $327K 0.01% +328 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,679 $325K <0.01% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,678 $325K 0.07% -147 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,677 $325K 0.09% +17 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,667 $324K 0.02% +17 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,650 $321K 0.29% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,637 $320K 0.03% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,630 $319K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,616 $317K 0.07% +1,093 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,610 $317K 0.24% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,606 $316K 0.38% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,600 $315K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,577 $313K 0.01% +82 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,562 $311K 0.15% +223 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,546 $309K 0.1% -1,001 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,541 $308K 0.01% -570 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,526 $306K <0.01% +56 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,515 $305K 0.05% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,503 $304K 0.03% +372 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,266 $304K <0.01% +532 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,493 $302K 0.01% +190 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,379 $301K 0.03% -82 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,482 $301K 0.02% 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,480 $301K 0.05% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,471 $300K 0.26% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,466 $299K 0.11% -125 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,460 $298K 0.01% -336 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,430 $295K 0.01% +8 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,413 $293K 0.28% -65 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,410 $292K 0.01% -237 13F-HR Timeline SEARLE & CO. 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More: the full row for Parallax Volatility Advisers, L.P. 2,400 $291K 0.01% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,399 $291K 0.11% +490 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,390 $290K 0.07% 0 13F-HR/A Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,388 $290K 0.12% -20 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,387 $290K 0.22% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,386 $289K <0.01% -2,510 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,362 $287K <0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,360 $286K 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,005 $245K <0.01% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $245K 0.18% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,010 $244K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,907 $238K 0.02% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,956 $237K 0.01% -250 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,950 $237K 0.15% -55 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,950 $237K 0.15% -485 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,936 $235K 0.1% -810 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,929 $234K 0.01% -24 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. 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