STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,859,895 $197M 0.21% +351,728 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,851,789 $196M 3.84% +440,321 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,825,432 $194M 0.02% +161,819 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,314,911 $139M -182,072 Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,148,236 $122M 0.46% +17,501 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 980,095 $104M 1.58% +32,743 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 908,581 $95.9M 0.2% +68,689 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 883,968 $93.7M 0.38% -124,459 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 830,788 $88.1M 9.47% +19,372 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 799,662 $84.8M 1.4% -314,271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 796,741 $84.5M 0.01% +241 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 607,444 $64.4M 0.03% +1,366 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 594,858 $63.1M <0.01% +40,890 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 562,656 $59.7M 0.01% -28,463 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 530,072 $56.2M 0.73% +126,939 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 399,061 $42.3M 0.06% -160,834 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 395,678 $41.9M 3.89% +20,163 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 375,994 $39.9M 3.85% -128,264 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 359,046 $38.1M 7.32% -7,877 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 358,228 $38M 3.19% +14,300 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 320,874 $34M <0.01% -8,177 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 311,482 $33M 0.09% -34,312 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 310,101 $32.9M 5.91% +70,696 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 298,977 $31.7M 1.86% -51,649 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 286,461 $30.4M 0.31% +117,616 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 272,967 $28.9M 16.36% -23,983 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 265,161 $28.1M 0.01% -42,234 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 259,004 $27.5M 0.04% +54,850 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 248,966 $26.4M 2.22% +2,840 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 227,732 $24.1M 0.01% +17,373 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 227,487 $24.1M 0.01% -6,960 13F-HR/A Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 206,080 $21.8M 0.13% +8,019 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 200,416 $21.2M 1.79% +3,315 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 199,127 $21.1M 0.4% +2,670 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 177,622 $18.8M 0.48% -1,654 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 173,905 $18.4M 0.05% +4,683 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 172,930 $18.3M 1.23% +9,873 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 170,536 $18.1M 0.16% -13,647 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 166,815 $17.7M 5.48% +85 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 154,823 $16.4M 0.63% +8,627 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 154,707 $16.4M 0.03% +6,008 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 151,900 $16.1M 0.03% +31,124 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 149,759 $15.9M 1.46% +5,862 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 133,358 $14.1M 1.91% +103 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 120,118 $12.7M 0.22% +4,496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 119,080 $12.6M 0.22% +54,628 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 118,636 $12.6M <0.01% -45,038 13F-HR/A Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 118,311 $12.5M 0.83% +1,282 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 117,107 $12.4M 0.43% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 115,305 $12.2M 0.6% -14,751 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 112,773 $12M 0.04% +25,569 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 107,142 $11.4M 0.74% +53,897 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 99,906 $10.6M 2.3% +4,684 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 99,123 $10.5M 0.25% +14,516 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 94,754 $10M 1.1% +8,204 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 92,764 $9.83M 2.2% +1,067 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 86,447 $9.17M 0.37% +82,753 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 85,949 $9.11M 0.02% +74,527 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 85,057 $9.02M 0.03% +55,956 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 84,089 $8.92M 0.57% +1,636 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 83,289 $8.83M 0.01% +19,916 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 82,773 $8.78M 0.01% -7,395 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 75,749 $8.03M <0.01% -463 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 75,687 $8.02M 0.03% +1,229 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 74,592 $7.91M 0.07% -97,967 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 72,631 $7.7M 0.5% +1,535 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 72,446 $7.68M 2.01% +632 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 72,017 $7.64M 0.21% -1,205 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 64,257 $6.81M 14.19% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 62,171 $6.59M 0.05% -2,797 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 62,090 $6.58M 0.39% -9,210 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 61,460 $6.52M 0.1% -61,460 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 60,170 $6.38M 0.26% -17,250 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 58,000 $6.15M 3.7% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 57,355 $6.08M 0.48% -338 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 53,654 $5.69M 0.08% +2,368 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,119 $5.63M 0.03% +8,309 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 52,800 $5.6M 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,332 $5.55M 0.01% +1,317 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 51,050 $5.41M 1.75% -36,378 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,959 $5.4M <0.01% -6,233 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 50,546 $5.36M 1.22% +27 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 48,508 $5.14M 0.34% -1,747 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 48,364 $5.13M 0.3% -707 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 48,166 $5.11M 0.03% +9,745 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 48,163 $5.11M 2.34% -11,001 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 47,806 $5.07M <0.01% -719 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 47,184 $5M 0.06% +27,155 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 46,994 $4.98M 0.99% -11,290 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,946 $4.87M 0.03% -34,904 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 43,569 $4.62M 2.38% +10,763 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 42,813 $4.54M 4.54% -1,087 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,396 $4.49M 0.01% +839 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 42,265 $4.48M 0.03% -19,167 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 42,076 $4.46M 0.05% -1,204 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 41,461 $4.4M 0.59% +15,241 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40,190 $4.26M 0.12% -21,997 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,875 $4.12M <0.01% +7,087 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 36,220 $3.84M 0.04% +1,764 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 36,208 $3.84M 2.99% +2,632 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 36,122 $3.83M 0.1% +1,100 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,782 $3.69M 0.01% -218 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 34,529 $3.66M 1.13% +5,923 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 33,930 $3.6M 1.76% +5,653 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 30,164 $3.2M 0.17% -1,185 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 29,607 $3.14M 0.08% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 29,379 $3.11M 0.72% -361 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 27,985 $2.97M 0.2% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,580 $2.71M 0.01% -41,300 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24,080 $2.55M 0.05% +415 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 19,966 $2.12M 0.35% +554 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 19,898 $2.11M 0.09% -2,529 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 19,437 $2.06M 0.07% new 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 18,691 $1.98M <0.01% +80 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 18,529 $1.96M 0.52% +6,853 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18,368 $1.95M 0.1% -15 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 18,360 $1.95M 0.2% -655 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 18,010 $1.91M 0.01% -2,944 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 17,885 $1.9M 0.06% +90 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 17,772 $1.88M 0.43% +2,049 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,691 $1.88M 0.23% -405 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 17,687 $1.88M 0.06% -184 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 17,655 $1.87M 0.14% -1,190 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 17,494 $1.85M 0.05% +57 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 17,428 $1.85M 2.18% -1,079 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,908 $1.69M 0.03% -964 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,177 $1.5M <0.01% -6,060 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 13,461 $1.43M 0.14% +2,800 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,314 $1.41M <0.01% -552 13F-HR/A Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,276 $1.41M 0.1% -25,838 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,083 $1.39M 0.03% -8,080 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,847 $1.36M 0.1% +427 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 12,000 $1.27M 0.47% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 11,760 $1.25M 0.29% +1,092 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,042 $1.17M 0.11% -1,160 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,320 $1.09M <0.01% +6,808 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 10,000 $1.06M 0.7% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,000 $1.06M 0.29% 0 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 9,976 $1.06M 0.09% +1,366 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,742 $1.03M <0.01% 0 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,456 $1M 0.04% +1,058 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,398 $996K 0.47% +1,202 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,265 $982K 0.27% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,091 $964K 0.04% -95 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 8,990 $953K 0.53% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,729 $925K <0.01% +6,528 13F-HR/A Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,627 $899K 0.3% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,477 $896K 0.05% -713 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,392 $890K 0.02% -289 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,384 $889K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,312 $881K <0.01% -391 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,305 $880K 0.04% +3,162 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,200 $869K 0.01% -191 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,900 $838K 0.73% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,843 $832K 0.01% +384 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,802 $827K 0.03% -3,768 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 7,731 $820K 0.42% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,612 $807K <0.01% -437 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,497 $795K <0.01% +12 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,488 $794K 0.12% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,368 $781K 0.11% +50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,187 $762K 0.08% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,984 $740K 0.24% +1,676 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 6,893 $731K 0.02% +3,315 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,631 $703K 0.01% +127 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,524 $692K 0.06% +1,871 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,287 $667K 0.02% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,057 $642K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,028 $639K 0.08% -1,199 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,795 $614K 0.04% -8,301 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 5,772 $608K 0.01% +3,026 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,577 $591K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,435 $576K 0.01% +1,207 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,143 $545K 0.06% +1,533 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,099 $541K 0.03% -134 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,018 $532K 0.07% -41 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,952 $525K 0.05% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 4,879 $517K 0.07% +52 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 4,865 $516K 0.17% +114 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 4,751 $504K 0.08% +27 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,652 $493K 0.18% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,490 $474K 0.01% +410 13F-HR Timeline Amount filed as zero, left out of ratios. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,319 $458K 0.01% +26 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,102 $435K 0.01% +15 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,060 $430K <0.01% -740 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,825 $406K 0.04% +1,503 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. 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