AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 552,813 $166M 0.04% -36,376 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 457,960 $138M 4.02% -1,547 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 436,121 $131M 0.01% +208,822 13F-HR/A Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 279,263 $83.9M 6.52% +2,573 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 237,447 $70M 0.08% +6,778 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 228,815 $68.7M 1.48% new 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 205,503 $61.7M 12.96% -30,433 13F-HR Timeline John S. & James L. Knight Foundation, I… More: the full row for John S. & James L. Knight Foundation, Inc. 153,749 $46.2M 35.22% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 106,589 $32M 0.02% +13,278 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 93,089 $28M 0.04% -732 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/ 92,720 $27.8M <0.01% +6,185 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 87,028 $26.1M 0.86% +30,552 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 86,670 $26M 0.01% +12,565 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 83,062 $24.9M 0.01% -2,002 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 81,661 $24.5M <0.01% -39,111 13F-HR/A Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 80,212 $24.1M 0.44% -3,894 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 73,653 $22.1M 0.03% -1,193 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 66,628 $20M 0.33% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 65,358 $19.6M 0.02% -19,752 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 53,533 $16.1M 1.34% +6 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52,604 $15.8M 0.06% +49,080 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 46,786 $14.1M -11,652 Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 45,892 $13.8M 5.52% -360 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 43,508 $13.1M 0.05% +1,660 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 41,455 $12.4M 0.7% -1,693 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 38,542 $11.6M 0.08% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 36,785 $11M 0.25% +2,746 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 36,103 $10.8M 0.03% -5,414 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32,915 $9.89M <0.01% -4,142 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 30,543 $9.17M 0.56% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,179 $9.06M 0.02% -4,696 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,082 $9.03M 0.04% -1,804 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,099 $8.91M 0.01% +181 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 29,292 $8.8M <0.01% -31 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,250 $8.78M 0.05% -122 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 29,028 $8.72M 2.87% +3,825 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 25,272 $7.59M +11,751 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,809 $7.45M <0.01% +564 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,506 $7.36M 0.03% +2 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,423 $7.34M 0.01% -734 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,326 $7.31M 0.33% +4,897 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,513 $7.06M 0.01% +15,889 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 23,078 $6.93M 0.29% -1,379 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,910 $6.88M 0.02% +1,716 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,792 $6.84M 0.02% +5,856 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 21,588 $6.48M +4,705 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,100 $6.34M 0.03% 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,089 $5.73M 0.19% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 19,041 $5.72M 0.28% +862 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,493 $5.55M <0.01% -1,139 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 $4.87M 0.7% -480 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,807 $4.75M 0.08% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,570 $4.68M 0.01% -289 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 $4.6M 0.01% 0 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,289 $4.59M 0.01% -606 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,055 $4.52M 0.15% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,523 $4.36M 0.47% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,161 $4.25M 0.02% -99 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 13,941 $4.19M 3.72% +177 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,336 $4.01M 0.05% -104 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,239 $3.98M <0.01% +1,112 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,940 $3.89M 0.01% -204 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,770 $3.84M 0.5% +214 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,451 $3.43M 0.01% -129 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,311 $3.4M <0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,249 $3.38M 0.18% -117 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,192 $3.36M 0.32% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 10,307 $3.1M 1.89% +1,182 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 $3.02M <0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 9,622 $2.89M 0.36% +23 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,435 $2.83M 0.21% -850 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,411 $2.83M 0.18% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,334 $2.8M 0.08% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,209 $2.77M <0.01% -2,066 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,928 $2.68M 0.02% +3 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,111 $2.44M 0.02% +3,309 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 7,834 $2.4M 0.22% -458 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,647 $2.3M 0.38% -166 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,614 $2.29M 0.04% -1,526 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,674 $2M 0.14% -1,374 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,348 $1.93M 0.04% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,240 $1.87M 0.48% +207 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,985 $1.8M 0.62% -240 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,802 $1.74M 1.44% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,660 $1.73M 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,611 $1.71M 0.06% +6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,631 $1.69M 0.08% +94 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,332 $1.6M 0.03% +1,927 13F-HR/A Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 5,283 $1.59M 0.07% +2,636 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,120 $1.54M <0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,005 $1.5M 0.04% 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) 5,000 $1.5M 0.04% +4,806 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,911 $1.47M 0.03% +208 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 4,880 $1.47M 0.34% +10 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,776 $1.43M <0.01% +2,099 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,665 $1.4M 0.2% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,661 $1.4M 0.56% -223 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,400 $1.32M 0.14% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,342 $1.3M <0.01% +208 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 4,339 $1.3M 0.03% +66 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,057 $1.22M 0.01% +12 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 4,033 $1.21M 1.05% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,028 $1.21M 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,940 $1.18M <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 3,893 $1.17M 0.02% new 13F-HR/A Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,788 $1.14M 0.09% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,440 $1.03M 0.01% +23 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,320 $997K 0.01% -184 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,314 $995K 0.01% +3 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,150 $946K 0.09% +1 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,992 $899K 0.64% +1 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,848 $855K 0.46% +9 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,739 $823K 0.01% -150 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,681 $805K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,676 $804K 0.53% +21 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,642 $793K 0.32% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,624 $788K 0.13% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,615 $785K 0.06% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,515 $755K 0.02% +1 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,463 $740K 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 2,462 $740K 0.01% +7 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,356 $707K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,323 $698K 0.01% -758 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,152 $646K 0.16% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,110 $634K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,033 $611K 0.01% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,992 $598K 0.25% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,984 $596K 0.34% 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,984 $596K 0.52% 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,900 $571K 0.13% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,899 $570K 0.03% new 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,892 $568K 1.29% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,891 $568K 0.08% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,884 $566K 0.05% +292 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,820 $547K 0.11% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,794 $539K 0.02% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,763 $530K 0.01% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,734 $521K 0.05% -8 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,723 $517K <0.01% -258 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,664 $500K 0.17% -115 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,653 $496K 0.07% -69 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,638 $492K 0.03% -169 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,637 $492K <0.01% -19 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,618 $486K 0.01% +90 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,616 $485K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,514 $455K <0.01% +182 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,500 $450K 0.01% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,488 $447K 0.18% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,408 $423K 0.06% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,405 $422K <0.01% 0 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,340 $402K 0.17% +228 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,325 $398K <0.01% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,325 $398K 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 $383K 0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,268 $381K <0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,259 $378K 0.04% new 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 1,240 $372K 0.31% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,237 $372K 0.1% +174 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,231 $370K 0.12% +140 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,229 $369K 0.78% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 300 $351K 0.02% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,132 $340K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,100 $330K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,066 $320K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,000 $304K <0.01% new 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,007 $302K 0.06% +12 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,000 $300K 0.06% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 930 $279K 0.02% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 910 $273K 0.1% +60 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 901 $271K <0.01% 13F-HR/A Timeline Group Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 846 $254K 0.22% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 776 $233K <0.01% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 774 $232K <0.01% +2 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 771 $231K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 755 $227K 0.07% -336 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 753 $226K <0.01% +10 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 750 $225K <0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 694 $209K 0.09% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 694 $208K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 669 $201K 0.05% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 625 $188K 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 618 $185K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 600 $180K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 584 $175K 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 515 $155K <0.01% -79 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 420 $126K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 355 $107K 0.01% +21 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 340 $103K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 325 $97.6K <0.01% +50 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 316 $94.8K 0.02% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 290 $87K <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. 261 $78.4K <0.01% -56 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 246 $73.9K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 245 $73.6K <0.01% -62 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 240 $72.1K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 208 $62.5K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 203 $61K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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