Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,171 $1.42M 0.21% +90 13F-HR Timeline Group Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 6,166 $1.42M 0.03% +2,324 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,161 $1.42M 0.63% +62 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,149 $1.41M 0.07% +62 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,148 $1.41M 0.1% +137 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,108 $1.4M 0.04% +2,806 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 6,104 $1.4M 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,102 $1.4M 0.04% +829 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,075 $1.4M 0.02% -273 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,074 $1.4M 0.01% -2,556 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,074 $1.4M 0.43% -136 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,052 $1.39M 0.73% +69 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,044 $1.39M 0.06% +61 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 6,043 $1.39M 0.04% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,040 $1.39M 0.02% -231 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,035 $1.39M 0.18% +63 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,007 $1.38M 0.58% +97 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,006 $1.38M 1.58% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,989 $1.38M 0.07% -456 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 5,976 $1.37M 0.76% +395 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,955 $1.37M 0.04% +110 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,950 $1.37M 0.46% +605 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 5,932 $1.36M 1.84% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,916 $1.36M 0.07% +4,656 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 5,909 $1.36M 1.52% -527 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,908 $1.36M 0.42% -118 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,880 $1.35M 0.52% +1,029 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,854 $1.35M 0.69% +279 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,851 $1.34M 0.41% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,826 $1.34M 0.06% +396 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 5,800 $1.33M 1.98% +800 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,796 $1.33M <0.01% -124,039 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 5,791 $1.33M 0.09% +28 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,787 $1.33M 0.1% -1,241 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,783 $1.33M 0.15% -27 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 5,770 $1.33M 0.49% +406 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 5,738 $1.32M 0.78% -99 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,725 $1.32M 0.09% +397 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,724 $1.32M 0.06% +41 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,723 $1.32M 0.6% +558 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,718 $1.31M 0.04% -1,240 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,693 $1.31M 0.41% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,678 $1.3M 0.05% -581 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,668 $1.3M 0.25% -14 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,640 $1.3M 0.18% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,637 $1.3M 0.6% +3,061 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,629 $1.29M 0.08% -12 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,590 $1.28M 0.46% -26 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,581 $1.28M 0.03% +348 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,540 $1.27M 0.03% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,533 $1.27M 0.35% -160 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,517 $1.27M 0.29% +4 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,512 $1.27M 0.01% +102 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,505 $1.27M 0.02% -14 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,505 $1.26M 0.11% +3 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,504 $1.26M 1.23% -300 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,495 $1.26M 0.29% -15 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 5,490 $1.26M 0.36% -591 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 5,488 $1.26M 0.72% -423 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,479 $1.26M 0.09% +322 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 5,463 $1.26M 0.1% -72,666 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,451 $1.25M 0.02% +1,347 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,450 $1.25M 0.03% +721 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,441 $1.25M 0.25% -205 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,420 $1.25M 0.88% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,403 $1.24M 0.68% +609 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,392 $1.24M 0.07% +126 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,383 $1.24M 0.43% -338 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,380 $1.24M 0.2% -51 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,374 $1.23M 0.17% +305 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,372 $1.23M 0.04% +107 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,348 $1.23M 0.07% +366 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 5,347 $1.23M 0.05% +224 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 5,327 $1.22M 0.2% +3,367 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,323 $1.22M 0.03% +704 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,316 $1.22M 0.1% +675 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,305 $1.22M 1.21% +831 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,304 $1.22M 0.07% -314 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,292 $1.22M 0.13% +400 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,284 $1.21M 0.01% +265 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,281 $1.21M 0.51% +252 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,267 $1.21M 0.07% -80 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,231 $1.2M 0.47% -568 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,222 $1.2M 0.28% +278 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,213 $1.2M 0.13% +1,415 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,211 $1.2M 0.1% +352 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,203 $1.2M 0.12% -486 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,175 $1.19M 0.02% -2,508 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,162 $1.19M 0.59% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,160 $1.19M 0.51% +56 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,158 $1.19M 0.29% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5,152 $1.18M 0.52% +78 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,139 $1.18M 1.01% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,135 $1.18M 0.76% +74 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,127 $1.18M 0.84% +168 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,113 $1.17M 0.09% +3,358 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,173 $1.17M 0.26% -312 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,101 $1.17M 0.3% -1 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,086 $1.17M 0.04% new 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,084 $1.17M 0.21% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,078 $1.17M 0.01% -284 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 5,303 $1.17M 0.72% 0 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 5,042 $1.16M <0.01% new 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 5,013 $1.15M 0.83% -322 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,006 $1.15M 0.29% -123 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $1.15M 0.44% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,998 $1.15M 0.02% -809 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,979 $1.14M 0.01% -3,300 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,307 $1.14M 0.02% -1,573 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,964 $1.14M 0.04% +1,133 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,955 $1.14M 1.05% +124 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,938 $1.13M 0.14% -144 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,921 $1.13M 0.34% -809 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 4,919 $1.13M 1.04% +227 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,907 $1.13M 0.38% -443 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 4,906 $1.13M 0.47% -42 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,903 $1.13M 0.29% +667 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,899 $1.13M 0.27% -2,911 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,887 $1.12M 0.07% +303 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,867 $1.12M 0.77% -50 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,857 $1.12M 0.34% +7 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,853 $1.12M 0.3% -193 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,831 $1.11M 0.08% +144 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,796 $1.1M 0.87% -2,875 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,795 $1.1M 0.03% -4 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,793 $1.1M 1.09% -119 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,761 $1.09M 0.34% +2,048 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 4,763 $1.09M 0.17% +124 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,731 $1.09M 0.02% +2,026 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 4,720 $1.08M 0.06% -732 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,689 $1.08M 0.03% +85 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,786 $1.07M 0.02% +1,587 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,638 $1.07M 0.79% +4,147 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,620 $1.06M 0.08% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,611 $1.06M 0.04% +300 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,610 $1.06M 0.05% +1 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,582 $1.05M 0.1% -2,528 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,542 $1.04M 0.06% -47 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,540 $1.04M 0.07% -54 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,538 $1.04M 0.01% -5,161 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,534 $1.04M 0.11% +3,300 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,531 $1.04M 0.04% +342 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,516 $1.04M 0.01% +1,177 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,513 $1.04M 0.11% -58 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,506 $1.04M 0.07% +75 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,506 $1.04M 0.5% +12 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,886 $1.03M 0.12% +93 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,465 $1.03M 0.09% -112 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,442 $1.02M 0.01% +3,829 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 4,433 $1.02M 1.02% -100 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,419 $1.02M 0.01% +1,144 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,411 $1.01M 0.18% -223 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,381 $1.01M 0.16% -27 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,365 $1M 0.13% +47 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,346 $999K 0.47% +518 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,342 $998K 0.03% +34 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,335 $996K 0.08% -929 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,316 $992K 0.01% +66 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,308 $990K 0.39% -20 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,306 $989K 0.12% -1,457 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,288 $985K 0.23% 0 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,285 $985K 0.9% -91 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,269 $981K 0.19% +277 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,260 $979K 0.09% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,239 $974K 0.06% -372 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,236 $973K 0.03% +29 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,193 $964K 0.02% +1,081 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,192 $963K 0.02% +193 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,160 $956K 0.05% +111 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,149 $953K 0.01% +667 13F-HR Timeline Group Dempze Nancy E More: the full row for Dempze Nancy E 4,142 $952K 0.52% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,139 $951K 0.52% -24 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,117 $946K 0.19% +887 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,106 $944K 0.04% -255 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,086 $939K 0.06% +438 13F-HR Timeline Kozak & Associates, Inc. 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