Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,246 $143K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,049 $140K <0.01% -803 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,877 $138K 0.04% 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 11,844 $138K 0.33% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,743 $137K <0.01% -2,180 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 11,663 $136K 0.15% -17 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 11,648 $136K 0.04% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 11,474 $134K 0.07% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,335 $132K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,139 $131K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 11,000 $128K 0.01% +4,000 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,841 $126K 0.05% 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,767 $126K 0.09% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,759 $125K 0.06% -2,440 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,530 $123K 0.01% -676 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 10,476 $122K 0.06% -2,855 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,435 $122K <0.01% +5,299 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 10,237 $121K 0.04% +103 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 10,431 $121K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,274 $120K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,205 $119K <0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,189 $119K <0.01% -148 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,075 $117K 0.1% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,016 $117K 0.02% -5,000 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,000 $117K <0.01% -5,370 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,000 $117K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 9,776 $114K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 9,319 $109K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,257 $108K <0.01% +13 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,500 $99.1K 0.04% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,396 $86.2K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,140 $83.3K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,996 $82K <0.01% +1,300 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,833 $79.7K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,638 $77.4K 0.05% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,799 $67.6K 0.06% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,630 $66.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,627 $65.6K <0.01% +218 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,054 $58.9K 0.04% +27 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,018 $58.5K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,000 $58.3K 0.04% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,544 $53K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,500 $52.9K 0.02% 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 3,798 $44.3K 0.03% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,606 $42K <0.01% +3,450 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,445 $40.2K <0.01% +85 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,355 $39.1K <0.01% -3,912 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,217 $37.5K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,035 $35.4K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,000 $35K 0.03% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3,000 $35K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,857 $33.3K <0.01% -315 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,791 $32.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,625 $30.6K <0.01% -6,877 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,588 $30.2K <0.01% +14 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,546 $29.7K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,402 $28.5K 0.02% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,250 $26.2K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,183 $25.5K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,844 $21.5K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,689 $19.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,611 $18.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,487 $17.3K <0.01% +23 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,470 $17.1K 0.01% 0 13F-HR Timeline Group WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,499 $17K 0.01% -200 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,233 $14.4K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,175 $13.7K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,143 $13.3K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,095 $12.8K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,095 $12K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,020 $11.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,005 $11.7K <0.01% +24 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,002 $11.7K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 945 $11K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 933 $10.9K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 796 $9.33K <0.01% -7,251 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 669 $7.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 514 $5.99K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 500 $5.83K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 468 $5.46K <0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 419 $4.89K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 393 $4.58K <0.01% 0 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 312 $3.63K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 308 $3.59K <0.01% 0 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 308 $3.56K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 218 $2.54K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 125 $1.46K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 125 $1.46K <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 14 $164 <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 8 $93 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6 $78 0.01% -6,766 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3 $35 <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2 $23 <0.01% +1 13F-HR Timeline Group