Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,699 $147K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,685 $147K <0.01% +6,360 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 14,655 $146K 0.04% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 14,582 $146K <0.01% +1,799 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 14,426 $144K <0.01% -20,243 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,270 $143K <0.01% +125 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,108 $141K 0.01% +1,976 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,111 $141K <0.01% -6,550 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,049 $140K 0.01% +62 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,000 $140K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,890 $139K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,790 $138K 0.02% +2,269 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,755 $137K <0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,638 $137K <0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 13,595 $136K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,519 $135K 0.01% +651 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 13,498 $135K 0.08% +270 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 13,265 $133K 0.06% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,258 $132K 0.01% +13 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,900 $129K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12,765 $128K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,725 $127K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,719 $127K 0.01% +243 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,550 $125K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 12,206 $122K 0.05% +15 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,075 $121K <0.01% +369 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,920 $119K <0.01% 0 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,903 $119K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,902 $119K <0.01% -2,274 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,679 $117K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,745 $117K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 11,493 $115K <0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,420 $114K 0.03% -100 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,400 $114K 0.07% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,374 $114K 0.01% -466 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 11,248 $112K 0.04% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,239 $112K <0.01% -2 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 11,196 $112K 0.02% 0 13F-HR Timeline Group Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 11,133 $111K 0.04% +93 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 11,100 $111K 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,926 $109K 0.01% +216 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,082 $109K 0.05% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 10,895 $109K 0.13% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,693 $107K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,619 $106K <0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,550 $106K <0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,594 $106K 0.01% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,550 $105K 0.03% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 10,425 $104K 0.07% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,413 $104K 0.01% +136 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10,400 $104K <0.01% +1,000 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 9,750 $100K 0.07% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 10,000 $99.9K 0.06% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,491 $94.8K 0.01% +5,670 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,252 $82.4K 0.01% -1,392 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,226 $82.2K <0.01% -591 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 8,089 $80.8K 0.05% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,753 $77.5K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,676 $76.7K <0.01% -658 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,500 $64.9K 0.01% +3,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,124 $61.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,024 $60.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,555 $55.5K <0.01% +52 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,475 $54.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,391 $53.9K <0.01% +24 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,092 $50.9K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,063 $50.6K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,891 $48.9K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,816 $48.1K <0.01% +274 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,799 $47.9K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,775 $47.7K 0.03% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,422 $44.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,210 $42.1K <0.01% +43 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,000 $40K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,000 $40K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,911 $39.1K 0.03% 0 13F-HR/A Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 3,658 $36.5K 0.04% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,511 $35.3K <0.01% +504 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,400 $34K <0.01% +1,561 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,338 $33.3K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,586 $33K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,226 $32.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,196 $31.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,949 $29.5K <0.01% +46 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,785 $27.8K 0.02% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,606 $26K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,350 $23.5K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,299 $23.1K <0.01% +44 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,215 $22.1K <0.01% -523 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,150 $21.6K 0.01% +350 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,135 $21.3K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,133 $21.3K <0.01% +1,643 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,185 $21K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,000 $20K <0.01% -6,402 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,000 $20K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,000 $20K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,000 $20K 0.02% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,982 $19.8K <0.01% +500 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,850 $18.5K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,801 $18K 0.01% -2,250 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,520 $15.2K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $15K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,500 $15K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,500 $15K 0.01% -1,500 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10 $14.7K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,324 $13.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,312 $13.2K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,212 $12.1K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,116 $11.1K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,000 $9.99K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 966 $9.65K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 949 $9.48K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 853 $8.52K <0.01% +700 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 788 $7.87K <0.01% +213 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 774 $7.73K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 743 $7.42K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 694 $6.93K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 640 $6.39K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 601 $6K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 555 $5.54K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 538 $5.37K <0.01% +11 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 500 $5K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 401 $4.01K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 240 $2.4K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 216 $2.16K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 208 $2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 193 $1.93K <0.01% -2 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 144 $1.44K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 137 $1.37K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $999 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 100 $999 <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 20 $200 <0.01% -28 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 8 $85 <0.01% 0 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) 1 $10 <0.01% 0 13F-HR Timeline Group