Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 19,489 $1.74M 0.12% -160 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 19,455 $1.73M 0.21% +162 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,428 $1.73M 0.04% +3,304 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 19,368 $1.72M 1.49% -3,560 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,223 $1.71M 0.05% -114 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 19,130 $1.7M 0.12% -7 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 19,075 $1.7M 0.16% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 19,065 $1.7M 0.18% -241 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 18,973 $1.69M 0.66% +78 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,889 $1.68M 0.04% +14,951 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 18,879 $1.68M 0.04% -1,509 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 18,878 $1.68M 0.21% -852 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 18,801 $1.67M 0.11% +423 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 18,792 $1.67M 0.82% +1,267 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 18,729 $1.67M 0.34% -585 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 18,696 $1.67M 1.17% -520 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 18,569 $1.65M 0.02% +117 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 18,535 $1.65M 0.25% +4,750 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 18,434 $1.64M 0.53% +150 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,385 $1.64M 0.15% +1,044 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 18,382 $1.64M 0.01% +3,300 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 18,269 $1.63M 0.28% -582 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,214 $1.62M 0.01% +4,562 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,206 $1.62M 0.06% +17,475 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 18,100 $1.61M 0.06% -2,675 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 18,083 $1.61M 0.61% +3,899 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 18,065 $1.61M 0.21% +495 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 17,915 $1.6M <0.01% -1,919 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 17,815 $1.59M 0.28% -1,189 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 17,811 $1.59M <0.01% -441 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 17,721 $1.58M 0.01% -50 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 17,584 $1.57M 0.21% +753 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,510 $1.56M 0.01% -3,781 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,302 $1.54M 0.04% +1,033 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 17,297 $1.54M 0.95% -35,709 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 17,278 $1.54M 0.45% -347 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 17,224 $1.53M 0.16% +6 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,192 $1.53M 0.04% -843 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 17,171 $1.53M 0.13% -942 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 17,133 $1.53M 0.2% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 17,074 $1.52M 0.62% +3,799 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 17,050 $1.52M 0.18% +3,503 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 17,041 $1.52M 0.06% -3,397 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 17,008 $1.51M 0.1% -3,094 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 16,999 $1.51M 0.14% -3,237 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 16,991 $1.51M 0.55% -10,677 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 16,939 $1.51M 1.01% -62 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 16,857 $1.5M 0.12% -874 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 16,840 $1.5M 1.57% +568 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,763 $1.5M 0.03% +785 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 16,759 $1.49M 0.05% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 16,724 $1.49M 0.3% -145 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 16,723 $1.49M 0.19% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 16,606 $1.48M 1.26% +345 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 16,490 $1.47M 0.14% +603 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 16,483 $1.47M 1.35% +4,534 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,462 $1.47M 0.07% -411 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 16,442 $1.46M 0.48% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 16,322 $1.45M 0.44% +3 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 16,260 $1.45M 0.45% -158 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,250 $1.45M 0.1% -203 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 16,225 $1.44M 0.61% -1,650 13F-HR/A Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 16,222 $1.44M 0.75% -583 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 16,087 $1.43M 0.25% +593 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 16,085 $1.43M 0.1% -297 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,075 $1.43M 0.1% +124 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 16,000 $1.43M -51,000 Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 15,988 $1.42M 0.17% +191 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 15,965 $1.42M 0.11% +1,069 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 15,957 $1.42M 0.32% +580 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 15,948 $1.42M 0.06% +234 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 15,941 $1.42M 0.09% new 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 15,937 $1.42M 0.77% -1,930 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,867 $1.41M 0.02% +385 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 15,842 $1.41M 0.67% +1,906 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 15,839 $1.41M 0.16% -1,910 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,816 $1.41M 0.13% +1,291 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,703 $1.4M 0.03% +867 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,637 $1.39M 0.09% +76 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 15,587 $1.39M 1.96% -602,351 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,440 $1.38M 0.03% +2,890 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,394 $1.37M 0.04% +439 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,364 $1.37M 0.09% +1,660 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 15,355 $1.37M 0.36% -422 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 15,344 $1.37M 0.38% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 15,322 $1.36M 0.21% +2,759 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,284 $1.36M 0.09% +92 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,232 $1.36M 0.87% +11,462 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,192 $1.35M 0.09% +780 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,130 $1.35M 0.06% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 15,128 $1.35M 0.33% -21 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,120 $1.35M 0.07% new 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 15,086 $1.34M 1.17% +523 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 15,025 $1.34M 0.02% -1,268 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 15,000 $1.34M 0.14% -2,000 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 14,894 $1.33M 0.33% +160 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 14,891 $1.33M 0.14% +694 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,740 $1.31M 0.14% -1,831 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,541 $1.3M 0.15% +9 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,461 $1.29M 0.24% -908 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,450 $1.29M 0.01% -435 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,441 $1.29M 0.02% -25,970 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,437 $1.29M 0.05% -3,414 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 14,282 $1.27M 0.88% 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 14,221 $1.27M <0.01% +5,147 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,171 $1.26M 0.02% +3,338 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,113 $1.26M 0.03% -2,959 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 14,056 $1.25M 0.76% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 14,056 $1.25M 0.63% -146 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 13,642 $1.25M 1.18% -112 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 13,997 $1.25M 0.31% +910 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14,899 $1.25M 0.36% +4,179 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,963 $1.24M 0.04% +2,455 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 13,933 $1.24M 0.2% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 13,889 $1.24M 0.76% -198 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,886 $1.24M 0.15% +3,552 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 13,865 $1.23M 0.94% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,808 $1.23M 0.11% +182 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 13,805 $1.23M 0.72% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,788 $1.23M 0.47% +2,876 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,654 $1.22M 0.01% -4,932 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 13,637 $1.21M 0.76% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 13,543 $1.21M 0.33% +1,290 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 13,508 $1.2M 0.5% +646 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 13,505 $1.2M 0.64% -300 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 13,315 $1.19M 0.51% +19 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,190 $1.18M 0.46% +1,485 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 13,270 $1.18M 1.06% 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 13,056 $1.18M 0.65% +836 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,145 $1.17M 0.13% -1,854 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,041 $1.16M 0.06% +148 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 13,011 $1.16M 0.41% -1,583 13F-HR/A Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 12,992 $1.16M 0.19% -58 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,987 $1.16M 0.13% -138 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 12,973 $1.16M 0.43% -283 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,956 $1.15M 0.46% -2,764 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,956 $1.15M 0.11% +136 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12,939 $1.15M 0.39% -3,540 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,900 $1.15M 0.04% -4,555 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,883 $1.15M 0.04% +2,073 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 12,856 $1.14M 0.28% +291 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,831 $1.14M 0.16% -626 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,825 $1.14M 0.25% -308 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,620 $1.14M 0.04% -4,441 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 12,763 $1.14M 0.58% +101 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 12,695 $1.13M 0.33% -101 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12,632 $1.13M 0.66% +12,432 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,613 $1.12M 0.08% +1,053 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 12,487 $1.12M 0.4% -661 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 12,535 $1.12M 1.83% +727 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 12,525 $1.12M -3,538 Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,521 $1.12M 0.25% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,519 $1.11M 0.46% -983 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,507 $1.11M 0.08% -295 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 12,505 $1.11M 0.55% -1,406 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,453 $1.11M 0.02% -1,135 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 12,450 $1.11M 0.2% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,398 $1.1M 0.03% -4,398 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 12,388 $1.1M 0.09% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,358 $1.1M 0.12% -570 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 12,319 $1.1M 0.54% -7,097 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,211 $1.09M 0.04% -407 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,188 $1.09M 0.32% +7,128 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 12,003 $1.07M 0.17% +1 13F-HR/A Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 11,998 $1.07M 0.5% +120 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,984 $1.07M 0.03% -14,278 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,950 $1.06M 0.05% +972 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 11,941 $1.06M 1.02% -390 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 11,932 $1.06M 0.64% +240 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,920 $1.06M 0.21% +68 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 11,892 $1.06M 0.84% +285 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 11,847 $1.06M 0.45% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 11,788 $1.05M 0.54% -309 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,778 $1.05M 0.54% -28 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 11,719 $1.04M 0.86% -2,066 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,706 $1.04M 0.07% +2,605 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,690 $1.04M 0.23% -364 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,644 $1.04M 0.72% -5,459 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,610 $1.03M 0.38% +772 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 11,600 $1.03M 0.93% -2,634 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 11,552 $1.03M 0.19% +15 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 11,538 $1.03M 0.15% -522 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 11,534 $1.03M 0.5% +96 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,420 $1.02M 0.45% +11,372 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,381 $1.01M 0.18% -583 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 11,375 $1.01M 0.69% +333 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 11,280 $1.01M 0.75% +946 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,336 $1.01M 0.03% +5,169 13F-HR/A Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 11,309 $1.01M 0.64% +1,498 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,230 $1M 0.04% +342 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 11,143 $992K 0.33% -1,651 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,103 $989K 0.03% -241 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,032 $982K 0.02% -18,505 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 10,982 $978K 0.44% +492 13F-HR Timeline American Trust More: the full row for American Trust 10,914 $972K 0.09% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,889 $970K 0.01% -1,383 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 10,887 $970K 0.51% +2,444 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,826 $966K 0.19% -4,871 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,841 $965K 0.34% +960 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10,839 $965K 0.04% 13F-HR Timeline