AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 589,189 $173M 0.04% +63,729 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 459,507 $135M 3.86% -6,818 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 276,690 $81.4M 6.81% +56,625 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 235,936 $69.4M 14.63% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 230,669 $67.9M 0.11% +5,983 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 227,299 $66.9M <0.01% +2,451 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 221,829 $65.3M 0.1% -466 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 120,772 $35.5M 0.01% +56,225 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 93,821 $27.6M 0.04% -46,790 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 93,311 $27.5M 0.02% +29,937 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/ 86,535 $25.5M <0.01% -11,164 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 85,110 $25.1M 0.03% -8,514 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 85,064 $25M 0.01% -616 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 84,106 $24.8M 0.49% +18 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,846 $22M 0.03% +198 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 74,105 $21.8M 0.01% -4,824 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 58,438 $17.2M <0.01% -2,449 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 56,476 $16.6M 0.6% -82,605 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 53,527 $15.8M 1.39% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 46,252 $13.6M 6.45% -43 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 43,148 $12.7M 0.74% -1,316 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,848 $12.3M 0.05% +640 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,517 $12.2M 0.04% +14,599 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,057 $10.9M <0.01% -3,449 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,875 $10.3M 0.03% -29,648 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 34,039 $10M 0.34% +4,328 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,886 $9.38M 0.05% -800 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 31,114 $9.16M 1.38% -1,760 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,372 $8.64M 0.05% -8,145 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 29,323 $8.63M <0.01% +30 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,918 $8.54M 0.01% +14,301 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 25,203 $7.42M 2.49% +529 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,157 $7.4M 0.01% +6,655 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,504 $7.21M 0.03% +3 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 24,457 $7.2M 0.31% -1,970 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,245 $7.14M <0.01% -6,836 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,194 $6.24M 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,632 $5.78M 0.01% +434 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 19,429 $5.72M 0.28% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 18,179 $5.35M 0.26% +1,762 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 18,078 $5.32M 0.03% -3,022 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,936 $4.99M 0.01% +595 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,883 $4.97M +5,673 Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,701 $4.92M 0.76% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,895 $4.68M 0.01% -138 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,859 $4.67M 0.01% +858 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,304 $4.5M 0.01% +12 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,055 $4.43M 0.16% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,523 $4.27M 0.5% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,260 $4.2M 0.02% -187 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 13,764 $4.05M 3.66% -446 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 13,521 $3.98M 0.31% -9,900 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,440 $3.96M 0.06% -1,409 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,144 $3.87M 0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,556 $3.7M 0.5% +7 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,127 $3.57M <0.01% -5,652 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,580 $3.41M 0.01% -953 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,366 $3.35M 0.21% -287 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,300 $3.33M 0.36% -940 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 11,275 $3.32M <0.01% -854 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,285 $3.03M 0.23% -715 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 $2.96M <0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 9,599 $2.83M 0.38% -271 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,411 $2.77M 0.19% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,334 $2.75M 0.09% -212 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 9,125 $2.7M 1.68% -130 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,140 $2.69M 0.06% -1,042 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,925 $2.63M 0.03% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 8,292 $2.44M 0.23% -66 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,048 $2.37M 0.17% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,813 $2.3M 0.39% -560 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,624 $2.24M <0.01% -67,916 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,392 $2.18M 0.35% -318 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,348 $1.88M 0.04% +758 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,225 $1.83M 0.63% +173 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,033 $1.78M 0.48% +55 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,802 $1.71M 1.75% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,660 $1.67M 0.02% +1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,605 $1.66M 0.06% +6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,537 $1.63M 0.07% -111 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,005 $1.47M 0.04% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,884 $1.44M 0.57% -62 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 4,870 $1.43M 0.36% -296 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,802 $1.41M 0.01% 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. 4,703 $1.38M 0.03% -100 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,665 $1.37M 0.21% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,400 $1.3M 0.15% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,273 $1.25M 0.03% +4 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,134 $1.22M <0.01% +261 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,045 $1.19M 0.01% +11 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,028 $1.19M 0.01% 0 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,940 $1.16M <0.01% -27 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,788 $1.11M 0.1% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,524 $1.04M <0.01% +147 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,504 $1.03M 0.01% -1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,417 $1.01M 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,405 $1M 0.02% -845 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,311 $975K 0.01% +2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,149 $927K 0.09% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,081 $907K 0.01% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,991 $880K 0.65% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,889 $850K 0.01% +483 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,839 $836K 0.48% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,681 $789K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,655 $781K 0.54% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,647 $779K 0.03% +223 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,642 $778K 0.32% -547 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,677 $773K <0.01% +97 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 2,624 $772K 0.12% -2,624 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,615 $770K 0.06% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,514 $740K 0.02% -373 13F-HR/A Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,463 $725K 0.49% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,455 $723K 0.01% +7 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,356 $693K 0.06% -137 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,335 $687K 0.24% +430 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,110 $621K 0.01% 0 13F-HR/A Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,078 $612K 0.02% -422 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,992 $586K 0.28% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,981 $583K <0.01% +1,080 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,900 $559K 0.13% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,892 $557K 1.21% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,891 $557K 0.08% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,820 $536K 0.12% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,807 $532K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,794 $528K 0.02% 0 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,779 $524K 0.19% +284 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,763 $519K 0.01% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,742 $513K 0.05% -92 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,722 $507K 0.06% -65 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,656 $487K <0.01% -797 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,616 $476K <0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,592 $469K 0.04% +94 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,528 $450K 0.01% +11 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,500 $441K 0.01% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,488 $438K 0.18% +1,488 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,405 $414K <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 1,332 $392K <0.01% -52 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,325 $390K 0.02% +1 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 $375K 0.02% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,268 $373K 0.01% -100 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,193 $351K 0.01% +3 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,132 $333K 0.01% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,112 $327K 0.14% +67 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,100 $324K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,091 $322K 0.11% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,091 $321K 0.11% +171 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,066 $314K 0.01% -412 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,063 $313K 0.1% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,000 $294K 0.06% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 995 $293K 0.06% -31 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 943 $278K 0.18% 0 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 938 $276K 0.18% -86 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 930 $274K 0.02% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 899 $265K <0.01% +2 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 866 $255K <0.01% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 850 $250K 0.09% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 778 $229K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 772 $227K <0.01% +186 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 771 $227K 0.03% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 743 $219K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 701 $206K <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 697 $205K <0.01% -3,103 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 625 $184K 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 618 $182K 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 594 $174K <0.01% +43 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 582 $171K 0.01% +1 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 454 $134K 0.06% +2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 420 $124K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 390 $115K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 334 $98.3K 0.01% +53 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 340 $97K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 317 $93.3K <0.01% -1,374 13F-HR Timeline Group MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 315 $92.6K 0.02% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 307 $90.4K <0.01% +119 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 290 $85.2K <0.01% -54 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 275 $80.9K <0.01% -111 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 208 $61.2K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 203 $59.7K <0.01% 0 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) 194 $57.1K <0.01% -5,054 13F-HR Timeline Group SBI Securities Co., Ltd. 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