OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,000 $308K 0.12% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,999 $308K 0.03% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,985 $306K 0.15% +146 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,982 $306K 0.04% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,973 $304K 0.1% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,970 $304K 0.03% -50 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,966 $303K 0.15% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,958 $302K <0.01% +69 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,948 $300K 0.01% +557 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,940 $299K 0.05% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,939 $299K 0.05% -17 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,933 $298K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,933 $298K <0.01% +23 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,932 $298K 0.08% -103 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,918 $297K 0.07% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,925 $297K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,922 $296K 0.02% -46 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,910 $295K 0.04% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,908 $294K 0.13% +8 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,902 $294K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,894 $292K 0.05% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,892 $292K 0.06% +4 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,891 $292K 0.19% +13 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,881 $290K 0.07% -111 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,876 $289K +1 Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,875 $289K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,873 $289K <0.01% -4,259 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,872 $289K 0.05% -1,006 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,865 $288K 0.04% +7 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,860 $287K -7,193 Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,857 $286K 0.01% +352 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,848 $285K 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,846 $285K 0.04% +165 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,846 $285K 0.01% -2,128 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,842 $284K 0.01% +119 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,841 $284K 0.18% -930 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,838 $283K 0.12% -155 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,838 $283K 0.08% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,826 $282K 0.19% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,825 $281K 0.03% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,824 $281K 0.21% +430 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,812 $280K 0.08% +4 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,803 $278K 0.22% -464 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,800 $278K 0.11% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,800 $278K 0.01% +7 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,796 $277K 0.01% -1,543 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,795 $277K 0.02% -640 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,791 $276K 0.03% -335 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,788 $276K 0.02% +224 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,782 $275K 0.04% -39 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,777 $274K 0.09% -255 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,775 $274K 0.07% -200 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,760 $272K 0.19% +283 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,756 $271K 0.13% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,753 $270K 0.03% -139 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,753 $270K 0.14% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,750 $270K 0.04% 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,739 $268K 0.17% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,739 $268K 0.11% -30 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,735 $268K 0.08% -110 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,734 $267K 0.01% -336 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 1,734 $267K 0.1% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,733 $267K 0.04% -20 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,732 $267K 0.01% +83 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,725 $266K <0.01% +50 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,717 $265K 0.18% +78 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,717 $265K <0.01% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,711 $264K 0.02% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,701 $262K 0.04% new 13F-HR Timeline Stolper Co More: the full row for Stolper Co 1,697 $262K 0.08% 0 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,698 $262K 0.03% +34 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,694 $261K 0.16% -80 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,689 $260K 0.04% +50 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,687 $260K 0.01% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,685 $260K 0.11% -98 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,682 $259K 0.03% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,680 $259K 0.17% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,666 $258K 0.16% +30 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,665 $257K 0.03% +10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,662 $256K 0.02% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,660 $256K 0.04% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,655 $255K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,653 $255K 0.08% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,650 $254K 0.05% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,650 $254K 0.05% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,638 $253K 0.02% +961 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,629 $251K 0.01% +92 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,627 $251K 0.71% new 13F-HR/A Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,626 $251K 0.01% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,619 $250K 0.13% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,618 $250K 0.21% -46 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,618 $250K 0.02% -79 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,617 $249K 0.01% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,608 $248K 0.16% +200 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,608 $248K 0.01% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,606 $248K 0.02% -73 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,601 $247K 0.14% -118 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,600 $247K 0.14% 0 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,598 $246K 0.02% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,596 $246K 0.16% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,594 $246K 0.02% 0 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,592 $246K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,586 $245K 0.02% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,576 $243K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,563 $241K 0.01% -1,026 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,550 $239K <0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,549 $239K 0.15% +5 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,545 $238K 0.09% +90 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,544 $238K 0.21% +70 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,539 $237K <0.01% -655 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,552 $237K 0.11% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,528 $236K 0.07% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,527 $236K 0.01% +156 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,526 $235K 0.02% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,525 $235K <0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,520 $234K 0.23% -859 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,518 $234K 0.01% -153 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,517 $234K 0.08% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,517 $234K <0.01% +1 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,516 $234K 0.03% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,501 $231K 0.07% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,500 $231K 0.17% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,493 $230K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,486 $229K <0.01% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,482 $229K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,480 $228K <0.01% +236 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,473 $227K 0.12% -350 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,470 $227K 0.14% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,460 $225K 0.14% +1 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,452 $224K 0.03% -1 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,450 $224K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,450 $224K 0.01% -49 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,447 $223K 0.03% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,447 $223K 0.01% -2 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,438 $222K 0.14% -12 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,435 $221K 0.11% -34 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,419 $219K 0.05% -55,862 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,419 $219K 0.13% -20 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,401 $216K 0.03% +3 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,400 $216K 0.02% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,388 $214K 0.03% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,385 $214K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,383 $213K 0.01% -796 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,381 $213K 0.09% +4 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 1,381 $213K <0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,431 $213K 0.03% new 13F-HR/A Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,378 $213K 0.05% +12 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,370 $211K 0.03% -315 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,379 $211K 0.04% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,363 $210K 0.07% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,360 $210K 0.08% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,359 $210K 0.05% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,358 $209K <0.01% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,358 $209K 0.03% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,358 $209K 0.09% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,347 $208K 0.08% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,340 $207K 0.02% -85 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,334 $206K 0.01% +114 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,330 $205K 0.04% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,334 $205K 0.13% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,327 $205K 0.05% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,322 $204K 0.07% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,316 $203K <0.01% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,311 $202K 0.15% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,300 $200K 0.1% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,299 $200K 0.03% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,290 $199K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,274 $196K <0.01% -381 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,210 $187K 0.02% +302 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,140 $176K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,126 $174K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,115 $172K 0.1% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,110 $171K 0.01% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,100 $170K 0.25% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,095 $168K 0.01% -106 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,048 $162K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,024 $158K <0.01% -12 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,020 $157K 0.01% -85 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 992 $153K 0.1% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 959 $148K 0.01% +1 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 950 $147K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 922 $142K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 920 $142K 0.04% -50 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 913 $141K 0.02% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 878 $135K 0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 869 $134K 0.03% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 864 $133K 0.06% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 838 $129K 0.03% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 832 $128K 0.02% -55 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 821 $127K 0.03% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 808 $125K <0.01% 0 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 800 $123K 0.03% -3,000 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 790 $122K 0.06% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 764 $118K 0.03% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 754 $116K 0.09% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 753 $116K 0.01% +24 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 743 $115K 0.03% +243 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 728 $112K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 728 $112K 0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 720 $111K 0.07% 0 13F-HR Timeline