EASTERN BANK More: the full row for EASTERN BANK 2,744,355 $293M 5.02% +275,551 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,205,187 $235M 4.6% +107,675 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,785,629 $190M 0.18% -423,877 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,356,720 $145M 0.01% +63,596 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,334,008 $142M 0.19% 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,281,999 $137M +31,601 Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,261,782 $135M 1.68% +81,584 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,054,909 $113M 0.21% +68,283 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 946,175 $101M 0.37% -59,147 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 886,374 $94.6M 8.13% +31,835 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 704,998 $75.2M 0.04% -23,136 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 656,951 $70.1M 0.01% +35,096 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 613,117 $65.4M 0.91% -57,836 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 612,088 $65.3M 0.5% +31,118 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 512,210 $54.5M <0.01% +22,543 13F-HR/A Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 508,067 $54.2M 9.32% +41,362 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 462,586 $49.3M 4.14% +15,858 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 399,627 $42.6M <0.01% -18,501 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 394,689 $42.1M 2.75% +20,924 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 392,064 $41.8M 3.48% +355 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 298,301 $31.8M 15.31% +15,676 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 286,732 $30.6M 3.8% +53,200 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 $30.6M 0.26% 0 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 281,442 $30M 11.52% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 279,935 $29.9M 0.04% -59,882 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 278,315 $29.7M 0.06% -1,724 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 274,024 $29.2M <0.01% -161,531 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 271,848 $29M 1.38% -2,130 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 263,856 $28.1M 0.01% -73,813 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 256,973 $27.4M 0.01% +7,356 13F-HR Timeline Group Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 256,707 $27.4M 1.92% +7,650 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 255,005 $27.2M 0.03% +27 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 237,854 $25.4M 0.14% +6,272 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 230,122 $24.5M 6.11% +4,119 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 227,549 $24.2M 0.75% +10,174 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 220,147 $23.5M 0.01% +155,012 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 219,335 $23.4M 0.02% +10,967 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 218,536 $23.3M 0.04% +53,936 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 208,615 $22.3M 0.01% -4,866 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 188,802 $20.1M 0.04% +28,003 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 169,482 $18.1M 0.38% +6,455 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 167,407 $17.9M 0.6% +5,892 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 162,868 $17.4M 0.06% -38 13F-HR/A Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 161,321 $17.2M 0.26% -2,143 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 152,495 $16.3M 1.54% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 151,117 $16.1M 1.35% -118,153 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 147,785 $15.8M 0.22% +8,918 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 139,273 $14.9M 0.23% 0 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 138,660 $14.8M 1.63% +1,775 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 129,389 $13.8M 0.01% +91,627 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 126,503 $13.5M 0.13% -5,301 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 123,321 $13.2M 0.26% +13,201 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 114,453 $12.2M 0.17% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 113,226 $12.1M 0.6% -256 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 110,537 $11.8M 2.07% +2,747 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 99,666 $10.6M <0.01% +18,522 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 90,261 $9.63M 1.42% +1,688 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 88,885 $9.48M 2.17% -7,704 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,509 $9.34M 0.02% +7,149 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 86,180 $9.19M 0.52% +42,984 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 85,197 $9.09M 0.14% -13,587 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 81,738 $8.72M <0.01% +4,628 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 80,733 $8.61M 0.47% -204 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 77,747 $8.29M 0.05% -6,585 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 73,086 $7.8M 0.17% +7,528 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 72,171 $7.7M 0.26% +15,369 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 71,227 $7.6M 0.5% -1,282 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70,185 $7.49M 3.5% +462 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 63,915 $6.82M 2.04% +33,734 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 63,483 $6.77M 0.03% +21,198 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 61,460 $6.56M 0.08% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 60,206 $6.42M 0.31% -3,372 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 60,075 $6.41M 0.03% -108,526 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 58,764 $6.27M 0.21% +1,101 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 57,592 $6.14M 0.64% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 56,939 $6.07M 0.33% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 55,572 $5.93M 0.07% -889 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 55,518 $5.92M 0.21% -41,041 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,860 $5.64M 0.01% +2,654 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 52,797 $5.63M 0.03% -3,334 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,502 $5.49M 0.01% -17,047 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,755 $5.41M 0.02% -17 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 48,995 $5.22M 0.01% -35,111 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 47,556 $5.07M 2.21% -194 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 47,491 $5.07M 1.02% +8,931 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 47,545 $5.06M 4.44% +9,685 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 47,364 $5.04M 0.06% -993 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 46,435 $4.95M 0.01% +16,273 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 43,637 $4.66M 0.2% +328 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 43,428 $4.63M <0.01% -2,764 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 43,290 $4.62M 0.24% -3,389 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 43,006 $4.59M 3.55% +2,252 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 42,080 $4.49M 0.12% -431 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 41,311 $4.41M 1.93% +3,196 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 39,232 $4.19M 0.28% -63,043 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 38,384 $4.09M 0.01% +485 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,352 $3.88M <0.01% -1,525 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 35,585 $3.8M 0.66% +300 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 32,627 $3.48M 0.03% -6,035 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 31,569 $3.37M <0.01% +6,516 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 30,167 $3.22M 0.02% +9,911 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 29,877 $3.19M 0.03% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 28,994 $3.09M 0.14% -622 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 29,057 $3.09M 0.06% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 28,849 $3.08M 0.17% -2,250 13F-HR/A Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 27,968 $2.98M 1.45% -99 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,810 $2.97M <0.01% -11,663 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 26,556 $2.83M 0.13% -2,288 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 26,137 $2.79M 1.66% -2,467 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 24,347 $2.6M 0.4% +1,514 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 23,961 $2.56M 0.1% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,446 $2.39M 0.07% -549 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,562 $2.3M <0.01% +1,029 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 21,549 $2.3M 0.09% -1,859 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 20,817 $2.22M 0.5% +1,339 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 20,813 $2.22M 0.14% -5,400 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 19,560 $2.09M 0.05% +60 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 19,205 $2.05M 2.11% +57 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,147 $2.04M <0.01% -12,146 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 18,295 $1.95M 0.16% +3,941 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,556 $1.87M <0.01% +592 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 17,553 $1.87M 0.75% +2,386 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,521 $1.87M 0.04% -93 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,481 $1.86M <0.01% new 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 17,278 $1.84M 0.18% +382 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 15,368 $1.64M 0.41% +1,975 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 15,347 $1.64M 0.05% -1,423 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 15,058 $1.61M 0.11% +465 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 14,920 $1.59M 0.17% -555 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,795 $1.58M 0.02% +7,049 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,720 $1.57M 0.03% -139 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,234 $1.52M 0.03% +10,950 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 13,987 $1.49M 0.4% +11,556 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,816 $1.47M <0.01% +69 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,543 $1.44M 0.09% +2,899 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12,628 $1.35M <0.01% -1,660 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,181 $1.3M <0.01% -5,035 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,130 $1.29M 0.02% -7,323 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,973 $1.28M 0.68% +766 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,953 $1.28M <0.01% 0 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 11,847 $1.26M 0.45% -6,904 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,425 $1.22M 0.56% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 11,151 $1.19M 0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,009 $1.17M 0.02% -3,464 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,856 $1.16M <0.01% -1,048 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,112 $1.08M 0.01% +690 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,986 $1.07M 0.33% +2,032 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,913 $1.06M 0.91% -31,710 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,754 $1.04M 0.07% -677 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,705 $1.04M 0.04% -420 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,471 $1.01M 0.08% -180 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,398 $1M 0.03% +239 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 8,911 $951K 0.44% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 8,669 $925K 0.88% +953 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,600 $917K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,530 $910K 0.17% +414 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,477 $904K 0.02% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,449 $901K 0.11% +408 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,439 $900K 0.07% +2,532 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,932 $849K <0.01% +502 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 7,818 $834K 0.17% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,604 $811K 0.01% -451 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,417 $791K 0.04% +3,372 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,314 $780K 0.01% -18 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,253 $774K 0.09% -2,326 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,945 $741K 0.03% -73 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 6,707 $716K 0.58% +1,258 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,666 $711K 0.01% -123 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,550 $699K <0.01% +3,010 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 6,510 $694K <0.01% +3,367 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,361 $679K 0.01% +537 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,309 $673K 0.06% 0 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 6,183 $660K 0.81% -206 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,066 $647K 0.91% -433 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,050 $645K <0.01% +1,444 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,997 $640K 0.01% -735 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 5,769 $615K 0.07% -99 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,690 $607K 0.03% +15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5,675 $605K 0.09% -48,137 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,668 $605K <0.01% +1,097 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,650 $603K 0.02% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,559 $593K 0.09% +1,200 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,555 $593K <0.01% +2,809 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,580 $592K <0.01% +1,110 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,343 $567K 0.02% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,990 $532K 0.03% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 4,797 $512K 0.07% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,771 $509K 0.02% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,732 $505K 0.28% +608 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,702 $500K <0.01% +2,702 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,678 $499K <0.01% +20 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,652 $496K 0.15% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,588 $489K 0.01% -231 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 4,495 $480K 0.2% -1,559 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,472 $477K 0.05% -765 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,347 $464K 0.01% -1,318 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,178 $446K <0.01% +3 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,121 $440K 0.08% -63 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,000 $427K 0.3% -3,500 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,000 $427K 0.09% -3,500 13F-HR Timeline