AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 525,460 $144M 0.04% +7,619 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 466,325 $127M 3.86% +6,527 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 235,936 $64.4M 13.23% -26,150 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 224,848 $61.3M <0.01% +5,916 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 224,686 $61.3M 0.13% +2,099 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 222,295 $60.6M 0.1% +805 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 220,065 $60M 5.52% +40,532 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 140,611 $38.4M 0.07% +6,609 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 139,081 $37.9M 1.47% new 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/ 97,699 $26.6M <0.01% -1,634 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,624 $25.5M 0.03% -1,903 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 85,680 $23.4M 0.01% -7,489 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 84,088 $22.9M 0.51% +18 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 78,929 $21.5M 0.01% -80 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 75,540 $20.6M 0.03% +38,711 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,648 $20.4M 0.03% +50,938 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 64,547 $17.6M <0.01% +10,688 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 64,523 $17.6M 0.05% -98,278 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 63,374 $17.3M 0.01% +28,436 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 60,887 $16.6M <0.01% +14,795 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 53,527 $14.6M 1.39% +893 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 46,295 $12.6M 6.77% +3,195 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 44,464 $12.1M 0.74% +36,065 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 41,713 $11.4M 2.74% +1,444 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,208 $11.2M 0.07% +9,659 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,506 $11M <0.01% -1,043 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 37,517 $10.2M 0.06% -2,555 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 36,664 $10M 0.56% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 32,874 $8.97M 1.49% -961 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,686 $8.92M 0.05% -5,508 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 31,081 $8.48M <0.01% -12,617 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,711 $8.1M 0.31% +1,880 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 29,293 $7.99M <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,918 $7.34M 0.03% +256 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 26,427 $7.21M 0.33% -465 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 24,674 $6.73M 2.44% +4,169 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,501 $6.68M 0.03% +5,170 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 23,421 $6.39M 0.42% -5,235 13F-HR/A Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,194 $5.78M 0.04% -6,022 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 21,100 $5.76M 0.03% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,198 $5.24M 0.01% +4,580 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,502 $5.05M 0.01% +509 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,779 $4.85M <0.01% +5,628 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,701 $4.56M 0.78% 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 16,417 $4.48M 0.24% +226 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,341 $4.46M 0.01% +529 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,033 $4.37M 0.01% -115 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,292 $4.17M 0.01% +143 13F-HR/A Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,055 $4.11M 0.16% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,001 $4.09M 0.01% +4,547 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,849 $4.05M 0.06% +78 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,617 $4.04M 0.01% +2,131 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,523 $3.96M 0.5% -1,459 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,447 $3.94M 0.03% +55 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 14,210 $3.88M 3.44% -395 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 12,886 $3.51M 1.31% -15,786 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,549 $3.42M 0.87% +421 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,533 $3.42M 0.02% +1 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 12,240 $3.34M 0.38% -336 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,129 $3.31M <0.01% +794 13F-HR/A Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,653 $3.18M 0.22% -8 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,210 $3.06M +3,320 Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,000 $3M 0.24% -666 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,182 $2.78M 0.07% new 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 $2.74M <0.01% -2,008 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 9,870 $2.69M 0.41% -17 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,546 $2.6M 0.09% -194 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,411 $2.57M 0.19% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 9,255 $2.52M 1.87% +2,455 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,925 $2.43M 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,737 $2.38M 0.01% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 8,358 $2.3M 0.23% +108 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,373 $2.28M 0.48% -233 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,048 $2.2M 0.18% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,710 $2.1M 0.38% -2,173 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,052 $1.65M 0.6% +197 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,049 $1.65M 0.01% +144 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,978 $1.63M 0.49% -55 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,802 $1.58M 1.95% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,590 $1.54M 0.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,599 $1.54M 0.07% -53 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,659 $1.54M 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,648 $1.54M 0.07% +373 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) 5,248 $1.43M 0.04% +4,276 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 5,248 $1.43M 0.14% +2,624 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,166 $1.41M 0.4% +10 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,005 $1.37M 0.04% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,946 $1.35M 0.57% +3,352 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,803 $1.31M 0.03% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,802 $1.31M 0.01% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,665 $1.27M 0.21% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,400 $1.2M 0.16% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,269 $1.17M 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,250 $1.16M 0.03% -37 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,034 $1.1M 0.01% +12 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,028 $1.1M 0.01% -377 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,967 $1.08M <0.01% +184 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,873 $1.06M <0.01% -1,140 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,800 $1.04M <0.01% +1,163 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,788 $1.03M 0.09% +46 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,505 $956K 0.01% -28 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,417 $932K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,377 $921K <0.01% -550 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,309 $903K 0.01% +831 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,189 $870K 0.41% -416 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,148 $859K 0.1% +852 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,081 $840K 0.01% -1 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,990 $816K 0.66% -46 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,966 $809K 0.02% -756 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,887 $787K 0.02% -18 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,847 $777K <0.01% -5,728 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,655 $740K 0.54% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,700 $736K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,681 $731K <0.01% 0 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,615 $713K 0.06% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,580 $703K <0.01% -344 13F-HR/A Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,500 $682K 0.03% -500 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,493 $680K 0.06% 0 13F-HR/A Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,463 $672K 0.49% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,453 $669K <0.01% +1,084 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,448 $668K 0.01% +7 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,424 $661K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,406 $656K 0.01% +1,025 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,110 $576K 0.01% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,992 $543K 0.26% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,966 $536K 0.01% +6 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,905 $520K 0.2% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,900 $518K 0.13% -2 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,892 $516K 1.36% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,891 $516K 0.08% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,834 $500K 0.06% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,820 $496K 0.12% +163 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,807 $493K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,794 $489K 0.02% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,787 $487K 0.06% -239 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,763 $481K 0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,691 $461K <0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,636 $449K 0.01% -69 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,616 $441K 0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,517 $414K 0.01% -1,288 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,500 $409K 0.01% -2,000 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,498 $409K 0.04% -95 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,495 $408K 0.16% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,478 $403K 0.02% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,470 $401K 0.05% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,405 $383K 0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,384 $378K <0.01% +67 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,372 $374K <0.01% -252 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,368 $373K 0.01% +38 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,324 $361K 0.02% 0 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 $347K 0.02% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,190 $325K 0.01% +3 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,132 $309K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,100 $300K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,063 $290K 0.1% new 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,045 $285K 0.13% +131 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,026 $280K 0.06% -1 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 1,024 $279K 0.25% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,000 $273K 0.06% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 988 $269K <0.01% new 13F-HR Timeline Group Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 943 $257K 0.17% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 930 $254K 0.02% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 920 $251K 0.09% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 903 $246K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 901 $246K <0.01% -397 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 897 $245K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 866 $236K <0.01% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 850 $232K 0.09% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 771 $210K 0.03% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 719 $196K <0.01% -708 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 625 $170K 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 618 $168K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 586 $160K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 581 $158K 0.01% +2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 551 $150K <0.01% +502 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 452 $123K 0.06% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 420 $115K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 386 $105K <0.01% +81 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 344 $93.9K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 340 $90K <0.01% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 314 $85.6K 0.02% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 287 $78.3K 0.06% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 281 $76.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 208 $56.7K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 203 $55.4K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 188 $51.3K <0.01% -171 13F-HR Timeline SBI Securities Co., Ltd. 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