EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,559 $313K 0.01% +316 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,569 $311K 0.04% -26 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,565 $311K 0.01% -516 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,550 $309K 0.07% +335 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,445 $308K 0.03% -257 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,528 $308K 0.08% -11,883 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,520 $307K 0.03% -106 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. 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More: the full row for Eisler Capital Management Ltd. 3,506 $306K 0.01% +1,655 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,493 $304K 0.06% -1,711 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,484 $304K 0.02% +103 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,480 $303K 0.13% +252 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,473 $303K 0.23% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,470 $302K 0.29% 0 13F-HR/A Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,456 $301K 0.23% +6 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,455 $301K 0.06% -719 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,448 $301K 0.01% -39 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,425 $299K <0.01% new 13F-HR/A Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,423 $298K 0.06% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,419 $298K 0.14% -101 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,418 $298K 1.34% -109 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,411 $297K 0.14% -603 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 3,392 $296K 0.08% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,290 $296K 0.05% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 3,391 $296K 0.04% -3 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,390 $296K 0.04% -1,440 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,390 $296K 0.03% +187 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,388 $295K 0.23% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,385 $295K 0.03% +418 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,382 $295K 0.03% -65 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,380 $295K 0.22% +90 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,377 $294K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,372 $294K 0.21% -28 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,367 $294K 0.24% 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,366 $293K 0.1% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,366 $293K 0.03% +47 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 583 $291K 0.21% 0 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,321 $289K 0.08% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,316 $289K 0.01% -50,643 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,313 $289K 0.13% -476 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,300 $288K 0.02% -102,784 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,295 $287K 0.15% +30 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,293 $287K 0.01% -169 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,296 $287K 0.09% +27 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,280 $286K 0.15% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,276 $286K 0.13% +651 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,273 $285K 0.01% -133 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,266 $285K 0.07% +527 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,259 $284K 0.02% +298 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,257 $284K 0.02% +495 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,248 $283K 0.06% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,233 $282K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,233 $282K 0.01% +589 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,231 $282K 0.04% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,226 $281K 0.03% -54 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,219 $281K 0.14% -3,454 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,176 $277K 0.1% -87 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 3,169 $276K 0.17% +869 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,162 $276K 0.09% -147 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,156 $275K 0.02% new 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 3,159 $275K 0.09% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,045 $274K 0.2% -5,159 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,035 $273K 0.02% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,081 $273K 0.08% -72 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,129 $273K 0.21% -148 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,120 $272K 0.01% +31 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,113 $271K 0.07% -31 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,063 $271K 0.03% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,112 $271K 0.03% -221 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,106 $271K 0.05% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,094 $270K 0.12% -35 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,074 $268K 0.05% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,068 $267K 0.05% -1,406 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,058 $267K 0.14% +100 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,051 $266K 0.18% +394 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,049 $266K 0.03% +96 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,866 $265K 0.02% +165 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,033 $264K 0.03% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,029 $264K 0.05% -5,596 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,025 $264K 0.2% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,011 $262K 0.06% new 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,010 $262K 0.08% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,994 $261K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,992 $261K 0.02% -285 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,990 $261K 0.07% -350 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,984 $260K 0.02% -329 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,974 $259K 0.01% -4,008 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,972 $259K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,968 $259K 0.25% -72 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,964 $258K 0.02% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,960 $258K 0.03% -8 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,955 $258K 0.05% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,219 $257K 0.02% -9 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,943 $257K 0.01% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,912 $256K 0.12% -564 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,935 $256K 0.11% -9 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,934 $256K 0.04% -1,044 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,934 $256K 0.07% -380 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,934 $256K 0.2% +178 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,932 $256K 0.08% -480 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,929 $255K 0.13% -735 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,926 $255K 0.09% -79 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,924 $255K 0.18% +2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,915 $254K 0.14% -33 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,915 $254K 0.04% -139 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,890 $254K 0.01% -64 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,900 $253K 0.03% +346 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,897 $253K 0.15% +159 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,892 $252K 0.2% +10 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,889 $252K 0.04% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,888 $252K 0.05% -595 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,887 $252K 0.04% +40 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,885 $251K 0.08% -8 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,882 $251K 0.07% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,879 $251K 0.13% +149 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,869 $250K 0.06% -5,768 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,868 $250K 0.06% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,827 $250K 0.03% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,856 $249K 0.12% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,842 $248K <0.01% -17 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,840 $248K 0.06% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,839 $247K 0.11% +7 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,836 $247K 0.01% -48 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,834 $247K 0.02% -1,573 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,828 $247K 0.03% -652 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,757 $246K 0.02% -383 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,818 $245K 0.11% -3 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,813 $245K 0.1% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,799 $244K 0.12% -1,255 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,780 $242K <0.01% -714 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,778 $242K 0.22% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,773 $242K 0.05% -362 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,766 $241K 0.03% -1,248 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,754 $240K <0.01% -390 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,753 $240K 0.09% +13 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,747 $239K 0.19% -114 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,745 $239K 0.04% -1,700 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,744 $239K 0.02% -182 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,723 $237K 0.05% +75 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,712 $236K 0.2% -53 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,697 $235K <0.01% +164 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,683 $234K 0.08% +122 13F-HR/A Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,683 $234K 0.09% -42 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,669 $233K 0.03% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,663 $232K 0.01% +357 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,662 $232K 0.17% -97 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,649 $231K 0.13% -27 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,638 $230K 0.11% -100 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,638 $230K 0.01% -156 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,637 $230K 0.03% -76 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,507 $228K 0.03% new 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,616 $228K <0.01% +46 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,607 $227K <0.01% +286 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,594 $226K 0.1% -47 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,586 $225K 0.02% -14 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,586 $225K 0.18% -83 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 2,581 $225K 0.34% 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,575 $224K 0.08% -2 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,570 $224K 0.13% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,570 $224K 0.07% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,567 $224K 0.09% -1,018 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,567 $224K 0.13% -169 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,560 $223K 0.07% -500 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,547 $222K 0.12% -54 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,540 $221K 0.03% 0 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,540 $221K 0.05% +153 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,497 $221K -6,299 Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,536 $221K 0.03% -568 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,529 $220K 0.02% -38,930 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,525 $220K 0.01% -249 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,700 $220K 0.02% -50,341 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,513 $219K 0.02% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,512 $219K 0.02% -93 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,493 $219K 0.09% +12 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,498 $218K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,499 $218K 0.05% -76 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,489 $217K 0.14% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,488 $217K 0.12% -940 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,487 $217K 0.14% -898 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,472 $215K 0.01% +90 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 2,471 $215K 0.01% +19 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,471 $215K 0.02% +43 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,468 $215K 0.14% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,456 $214K 0.15% +283 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,444 $213K 0.21% +106 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,449 $213K <0.01% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,443 $213K 0.08% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,419 $213K 0.06% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,404 $211K 0.02% -30 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,417 $211K 0.01% -1,508 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,416 $211K 0.05% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,412 $210K 0.1% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,411 $210K 0.2% -66 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,410 $210K 0.01% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,408 $210K 0.09% +84 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,401 $209K 0.05% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,393 $209K 0.19% -718 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,393 $209K 0.07% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,386 $208K 0.1% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,384 $208K 0.17% +1,393 13F-HR Timeline