AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 632,550 $210M 0.04% +21,864 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 622,262 $206M 0.01% +112,298 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 458,185 $152M 3.89% -4,456 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 297,851 $98.7M 6.91% -1,612 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 279,973 $92.8M 0.01% +59,599 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 233,497 $77.4M +35,362 Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 223,425 $74M 0.08% -8,513 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 219,190 $72.6M 1.42% -3,443 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 129,315 $42.9M 10.67% -76,188 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 113,987 $37.8M 0.01% +29,918 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 110,567 $36.6M 0.09% +57,651 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 104,527 $34.6M 0.01% +14,232 13F-HR Timeline Group Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 98,053 $32.5M 9.71% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 97,663 $32.4M 0.04% -3,186 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 80,244 $26.6M 0.43% +15 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 80,039 $26.5M 0.01% -556 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 75,890 $25.2M 0.68% -11,221 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 70,668 $23.4M 0.02% +12,389 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 67,720 $22.4M 4.21% +65,492 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 63,886 $21.2M 0.25% -2,366 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 63,752 $21.1M 6.77% -10 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 57,817 $19.2M 0.35% +10,019 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,435 $19M 0.04% +18,680 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 57,120 $18.9M 1.37% -63 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,773 $17.8M 0.05% +3,282 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,297 $17.7M 0.02% +5,934 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/ 51,192 $17M <0.01% -787 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,013 $16.2M <0.01% +2,963 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 40,556 $13.4M 0.69% -496 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 36,494 $12M <0.01% -810 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 36,106 $12M 3.57% +3,474 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 31,827 $10.5M 0.05% +2,612 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 31,768 $10.5M 0.05% -3,916 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 29,339 $9.72M 0.54% -305 13F-HR Timeline 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 26,455 $8.77M <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,920 $8.59M 0.01% +474 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 25,149 $8.33M 0.02% +640 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 23,750 $7.87M 0.86% -1,522 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,533 $7.83M 0.01% +3,404 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 23,505 $7.79M 0.04% +595 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,250 $7.71M 0.02% +95 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,397 $7.42M 0.01% +208 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,052 $7.31M 0.28% -2,274 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,100 $6.99M 0.03% 0 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 18,939 $6.28M 0.27% -1,029 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 18,727 $6.21M +626 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,737 $5.88M 0.01% +1,606 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,542 $5.81M <0.01% -875 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,329 $5.41M 0.03% +11,498 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,221 $5.38M 0.72% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,941 $4.95M <0.01% +376 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,276 $4.73M 0.45% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,269 $4.73M 0.01% -267 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 13,549 $4.49M 3.63% -945 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,452 $4.46M 0.02% -353 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,908 $4.28M 0.04% -1,005 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,784 $4.24M 0.47% +6 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,452 $3.8M 0.01% -674 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,196 $3.71M 0.01% -104 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,094 $3.68M 0.18% -106 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,069 $3.66M 0.05% +5 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,852 $3.6M 0.32% -340 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,784 $3.57M 0.12% -3 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,726 $3.55M 0.05% -8,605 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,046 $3.33M <0.01% 0 13F-HR Timeline Group FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 9,999 $3.31M 1.08% -312 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,510 $3.15M 0.18% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,435 $3.13M 0.21% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,162 $3.04M 0.08% -172 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,925 $2.96M 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,414 $2.79M <0.01% -10,768 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,911 $2.62M <0.01% +7,211 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 7,775 $2.58M 0.22% -58 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,532 $2.5M <0.01% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,407 $2.46M 0.25% -2,240 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,084 $2.35M 0.51% +601 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,023 $2.34M 0.06% +1,175 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,681 $2.21M 0.66% +170 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,674 $2.21M 0.14% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,357 $2.11M 0.41% +1,608 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,802 $1.92M 1.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,765 $1.91M 0.07% +64 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,660 $1.88M 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,428 $1.8M <0.01% +3,424 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,159 $1.71M 0.25% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,034 $1.67M 0.01% +232 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,005 $1.66M 0.04% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,911 $1.63M 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,815 $1.6M <0.01% +142 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,665 $1.55M 0.18% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,661 $1.54M 0.5% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,400 $1.46M 0.14% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,165 $1.38M 0.01% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,113 $1.36M 0.03% +42 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,107 $1.36M <0.01% -10,641 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,654 $1.36M 0.02% -606 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 4,033 $1.34M 1.01% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,743 $1.24M 0.09% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,715 $1.23M 0.02% +7 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,673 $1.22M 0.7% -14 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,632 $1.2M 0.23% +1,568 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,582 $1.19M <0.01% +260 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,437 $1.14M 0.01% +20 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,318 $1.1M 0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,300 $1.09M 0.08% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,167 $1.05M <0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,131 $1.04M 0.07% -18 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,126 $1.04M 0.5% -4 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,095 $1.03M 0.02% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,060 $1.02M 0.03% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,061 $1.01M 0.04% -185 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,057 $1.01M <0.01% +746 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,011 $998K 0.03% +17 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,947 $975K 0.01% +10 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,860 $948K 0.54% -76 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,745 $910K 0.05% +130 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,681 $889K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,676 $887K 0.53% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,642 $876K 0.34% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,624 $870K 0.13% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,597 $861K 0.01% -2,753 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,521 $836K 0.02% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,505 $830K 0.5% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,476 $821K 0.01% +6 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,396 $783K new Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,356 $781K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,256 $748K 0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,230 $739K 0.02% -228 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,205 $731K 0.05% +63 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,110 $699K 0.02% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,006 $665K <0.01% new 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,992 $660K 0.28% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,899 $629K 0.03% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,892 $627K 1.67% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,834 $608K 0.05% +100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,834 $608K 0.04% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,828 $606K <0.01% -109 13F-HR Timeline Group Wealth Care LLC More: the full row for Wealth Care LLC 1,815 $602K 0.49% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,794 $595K 0.03% 0 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,790 $593K 0.13% -110 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,763 $584K 0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,743 $578K 0.01% +326 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,653 $548K <0.01% -70 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,645 $545K 0.09% +6 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,640 $544K <0.01% +12 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,619 $537K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,616 $536K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,608 $533K 0.01% +17 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,563 $518K 0.3% +774 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,547 $513K 0.12% -161 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,536 $509K 0.14% -10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,510 $500K 0.09% +755 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,500 $497K 0.01% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,488 $493K 0.22% -496 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,488 $493K 0.33% -496 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,430 $474K <0.01% -170 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 1,420 $471K 0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,413 $468K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,394 $462K 0.06% -15 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,326 $439K 0.02% +1 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,278 $424K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,246 $413K 0.04% -12 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,243 $412K 0.09% +2 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 1,240 $411K 0.33% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,204 $399K 0.01% +3 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,191 $395K 0.12% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,132 $375K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,106 $367K 0.01% +40 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,101 $365K 0.02% -179 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,100 $365K 0.05% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,078 $357K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,000 $331K <0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 969 $321K <0.01% +12 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 950 $315K 0.06% -50 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 930 $308K 0.02% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 910 $302K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 907 $301K <0.01% +4 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 899 $298K 0.04% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 777 $258K <0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 789 $256K <0.01% +273 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 771 $255K 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 752 $249K <0.01% +40 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 741 $246K <0.01% +606 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 715 $237K <0.01% +4 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 700 $232K 0.02% 0 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 700 $232K 0.16% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 698 $231K 0.1% +2 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 669 $222K 0.04% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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