AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 517,841 $128M 0.03% -109,305 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 459,798 $113M 3.66% -449 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 262,086 $64.7M 16.91% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 222,587 $54.9M 0.14% -4,927 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 221,490 $54.7M 0.1% +8,184 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 218,932 $54M <0.01% +41,378 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 179,533 $44.3M 4.24% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 162,801 $40.2M 0.13% +20,055 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 134,002 $33.1M 0.07% +137 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/ 99,333 $24.5M <0.01% +19,094 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 95,527 $23.6M 0.03% +1,200 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 93,169 $23M 0.01% +9,051 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 84,070 $20.7M 0.51% -7 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 79,009 $19.5M 0.01% +5,852 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 53,859 $13.3M <0.01% +31,553 13F-HR/A Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 52,634 $13M 1.37% +576 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 46,092 $11.4M <0.01% -3,963 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,698 $10.8M <0.01% +10,994 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 43,100 $10.6M 6.09% +2,584 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41,549 $10.3M <0.01% -4,035 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 40,269 $9.94M 2.22% +132 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 40,072 $9.89M 0.06% -515 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,194 $9.42M 0.06% -7,792 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,829 $9.09M 0.01% +35,721 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,938 $8.62M 0.01% +7,537 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 33,835 $8.35M 1.56% -70 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 31,549 $7.79M 0.06% +9,816 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 28,672 $7.1M 2.95% -237 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 28,656 $7.07M 0.43% +471 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 27,831 $6.87M 0.58% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 27,216 $6.72M 0.05% +6,039 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 26,892 $6.64M 0.33% -3,167 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,662 $6.58M 0.03% +76 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,710 $5.85M 0.01% -2,963 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,100 $5.21M 0.03% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20,505 $5.06M 1.98% +2,219 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,331 $4.77M 0.02% +11,636 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,993 $4.44M 0.01% -6,942 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,701 $4.12M 0.79% 0 13F-HR/A Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 16,191 $4M 0.22% +414 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,148 $3.98M 0.01% -1,173 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 15,982 $3.94M 0.55% -1,065 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,812 $3.9M 0.01% -1,909 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,149 $3.74M 0.01% -4 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,771 $3.64M 0.06% +1,737 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,618 $3.61M <0.01% -1,650 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 14,605 $3.6M 3.43% +473 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,392 $3.55M 0.03% +217 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,576 $3.1M 0.39% -215 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,532 $3.09M 0.02% +98 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,486 $3.08M 0.01% +246 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,151 $3M <0.01% -4,655 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,128 $2.99M 0.49% -683 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,054 $2.97M <0.01% +228 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,666 $2.88M 0.25% +11,654 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,661 $2.88M 0.22% +112 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,335 $2.8M <0.01% +885 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,454 $2.58M 0.01% +82 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,887 $2.44M 0.41% -60 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 9,883 $2.44M 0.49% +351 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,740 $2.4M 0.09% -156 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,411 $2.32M 0.19% +2 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,925 $2.2M 0.03% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,606 $2.12M 0.51% +103 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,575 $2.12M <0.01% +6,699 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 8,399 $2.07M 0.14% -2,795 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,048 $1.99M 0.18% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 8,250 $1.95M 0.22% +1,623 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,890 $1.95M 0.01% +333 13F-HR Timeline Group FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 6,800 $1.68M 1.43% +371 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,033 $1.49M 0.5% +67 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,905 $1.46M 0.01% +82 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,855 $1.44M 0.55% +1,282 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,659 $1.4M 0.02% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,590 $1.38M 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,652 $1.33M 0.07% +6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,275 $1.3M 0.07% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,156 $1.27M 0.42% -644 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,013 $1.24M <0.01% +202 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,005 $1.24M 0.04% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,803 $1.19M 0.03% +87 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,802 $1.18M 0.01% +2 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,665 $1.15M 0.22% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,405 $1.09M 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,287 $1.06M 0.03% -237 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,022 $993K 0.01% +12 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,927 $969K 0.01% +3,081 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,783 $933K <0.01% +121 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,742 $923K 0.09% -108 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,722 $918K 0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,605 $890K 0.45% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,533 $872K 0.01% +19 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,500 $864K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,417 $843K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,082 $761K 0.01% +1 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 3,036 $749K 0.74% -64 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,000 $740K 0.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,924 $722K <0.01% +247 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,905 $717K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,805 $692K 0.02% -1,238 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,681 $662K <0.01% +2,669 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,655 $655K 0.59% -173 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,637 $651K <0.01% -5,994 13F-HR/A Timeline Group Calydon Capital More: the full row for Calydon Capital 2,624 $647K 0.12% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,615 $645K 0.07% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,493 $615K 0.06% +64 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,478 $611K <0.01% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,463 $608K 0.46% +11 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,441 $602K 0.01% +7 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,403 $593K 0.01% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,296 $567K 0.08% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,229 $550K 0.1% +6 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,133 $526K <0.01% +66 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,110 $521K 0.01% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,026 $500K 0.07% -237 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,992 $492K 0.25% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,960 $484K 0.01% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,958 $483K 0.07% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,902 $469K 0.13% +2 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,892 $467K 1.35% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,891 $467K 0.07% -420 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,834 $453K 0.06% +11 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,807 $446K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,794 $443K 0.02% 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,763 $435K 0.01% +1 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,705 $421K 0.01% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,657 $409K 0.11% -16 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,624 $401K <0.01% +252 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,616 $399K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,594 $393K 0.19% new 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,593 $393K 0.04% +57 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,487 $367K 0.32% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,478 $365K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,427 $352K <0.01% +559 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,405 $347K <0.01% -4 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,381 $342K 0.01% +81 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,369 $338K <0.01% +18 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,330 $328K 0.01% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,324 $327K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,317 $325K <0.01% -541 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,298 $320K <0.01% +59 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 1,274 $314K 0.02% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,187 $293K 0.01% +4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,132 $279K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,100 $271K 0.05% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,077 $265K 0.02% -205 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,027 $253K 0.06% +27 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,000 $247K 0.06% -80 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) 972 $240K 0.01% new 13F-HR Timeline Group Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 943 $233K 0.16% -324 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 930 $229K 0.02% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 920 $227K 0.09% -190 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 914 $226K 0.11% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 903 $223K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 866 $214K <0.01% 0 13F-HR/A Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 850 $210K 0.09% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 846 $209K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 823 $203K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 815 $201K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 625 $154K 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 618 $152K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 579 $143K 0.01% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 584 $141K <0.01% +2 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 451 $111K 0.06% +174 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 420 $104K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 359 $88.6K <0.01% +114 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 340 $83K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 305 $75.3K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 287 $70.8K 0.06% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 281 $69.4K 0.01% -9 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 262 $64.6K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 208 $51.3K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 203 $50.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 163 $40.2K <0.01% -13 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 155 $38.2K <0.01% +90 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 155 $38.2K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 136 $33.6K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 106 $26.2K <0.01% +15 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 102 $25.2K 0.02% -50 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 101 $24.9K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 80 $19.7K 0.02% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 67 $16.5K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 59 $14.6K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $12.3K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 49 $12K <0.01% +15 13F-HR/A Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 41 $10.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 40 $9.87K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36 $8.96K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32 $7.9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. 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