AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 610,686 $176M 0.04% +57,873 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 509,964 $147M 0.01% +73,843 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 462,641 $133M 3.85% +4,681 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 299,463 $86.1M 6.86% +20,200 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 231,938 $66.7M 0.07% -5,509 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 222,633 $64M 1.45% -6,182 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 220,374 $63.4M 0.01% +138,713 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 205,503 $59.1M 15.66% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 198,135 $57M +151,349 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 100,849 $29M 0.04% +7,760 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 90,295 $26M 0.01% -16,294 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 87,111 $25.1M 0.77% +83 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 84,069 $24.2M 0.01% -2,601 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 80,595 $23.2M 0.01% -2,467 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 80,229 $23.1M 0.43% +17 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 66,252 $19.1M 0.27% -376 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 63,762 $18.3M 6.28% +17,870 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 58,279 $16.8M 0.02% -7,079 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 57,183 $16.4M 1.35% +3,650 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 52,916 $15.2M 0.05% +9,408 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/ 51,979 $14.9M <0.01% -40,741 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,491 $14.5M 0.05% -2,113 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,798 $13.7M 0.33% +11,013 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,363 $13.6M 0.02% -26,290 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 46,050 $13.2M <0.01% +21,241 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 41,052 $11.8M 0.67% -403 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,755 $11.1M 0.03% +8,576 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,304 $10.4M <0.01% +4,389 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 35,684 $10.3M 0.05% -2,858 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 32,632 $9.38M 3.15% +3,604 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,551 $9.36M 0.02% -3,552 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,807 $8.86M 0.04% +725 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 29,644 $8.52M 0.52% -899 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,215 $8.4M 0.04% -35 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 26,455 $7.61M <0.01% -2,837 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 25,272 $7.59M 0.7% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,446 $7.32M 0.01% +1,023 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,230 $7.26M 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,509 $7.05M 0.03% +3 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,326 $7M 0.31% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,129 $6.71M 0.01% -5,970 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,155 $6.66M 0.02% +363 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,910 $6.59M 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,189 $6.38M 0.01% +6,885 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 $6.07M 0.03% 0 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 19,968 $5.74M 0.26% -3,110 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,331 $5.56M 0.09% +3,524 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,182 $5.52M <0.01% +9,973 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,417 $5.3M <0.01% -76 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 18,101 $5.21M -3,487 Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,221 $4.66M 0.68% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,131 $4.64M 0.01% +561 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,748 $4.24M <0.01% +10,808 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,565 $4.19M <0.01% +1,326 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,536 $4.18M 0.01% -753 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 14,494 $4.17M 3.57% +553 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,276 $4.11M 0.43% -247 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,913 $4M 0.04% +577 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,805 $3.97M 0.02% -356 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,778 $3.67M 0.49% +8 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,126 $3.49M 0.01% +675 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 11,064 $3.47M 0.05% +6,725 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,300 $3.25M 0.01% -1,640 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,200 $3.22M 0.17% -49 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,192 $3.22M 0.32% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,787 $3.1M 0.11% +10,659 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 10,311 $2.97M 1.19% +4 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 $2.89M <0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 9,647 $2.77M 0.33% +25 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,510 $2.73M 0.18% +99 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,435 $2.71M 0.2% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,334 $2.68M 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,925 $2.57M 0.02% -3 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 7,833 $2.43M 0.22% -1 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,674 $1.92M 0.14% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,511 $1.87M 0.6% +526 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,483 $1.86M 0.47% +243 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,848 $1.75M 0.06% +237 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,802 $1.67M 1.22% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,660 $1.65M 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,701 $1.64M 0.07% +70 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,350 $1.54M 0.02% +4,600 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,260 $1.51M 0.02% -72 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,159 $1.48M 0.25% -2,488 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,005 $1.44M 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. 4,911 $1.41M 0.03% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,831 $1.39M 0.01% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,802 $1.38M 0.01% -3,309 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,749 $1.37M 0.32% -131 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,673 $1.34M <0.01% +331 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,665 $1.34M 0.19% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,661 $1.34M 0.48% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,400 $1.27M 0.14% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,687 $1.23M 0.73% +2,458 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,164 $1.2M 0.01% +136 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,071 $1.17M 0.03% +178 13F-HR/A Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 4,033 $1.16M 0.98% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,743 $1.08M 0.09% -45 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,708 $1.07M 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,417 $983K 0.01% -23 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,322 $955K 0.01% +2 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,316 $954K 0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,300 $949K 0.08% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,246 $933K 0.04% -2,037 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,149 $906K 0.08% -1 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,130 $900K 0.48% +282 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,994 $861K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,937 $851K 0.01% +198 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,936 $844K 0.57% -56 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,681 $771K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,676 $770K 0.53% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,642 $760K 0.32% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,624 $755K 0.12% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,615 $752K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,521 $725K 0.02% +6 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,505 $720K 0.47% +42 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,470 $710K 0.01% +8 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,458 $707K 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,356 $677K 0.05% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,142 $677K 0.05% +258 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,311 $665K <0.01% +674 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,256 $649K 0.01% -67 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,228 $641K 0.14% +76 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,110 $607K 0.01% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,064 $594K 0.12% +1,748 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,004 $577K <0.01% -2,772 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,992 $573K 0.25% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,984 $571K 0.3% 0 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,984 $571K 0.45% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,937 $557K <0.01% new 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,900 $546K 0.13% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,899 $546K 0.02% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,892 $544K 1.24% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,891 $544K 0.08% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,834 $527K 0.04% new 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 1,815 $522K 0.46% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,794 $516K 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 $507K 0.01% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,734 $499K 0.04% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,723 $495K <0.01% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,708 $491K 0.15% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,680 $483K <0.01% new 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,639 $471K 0.09% -181 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,628 $468K <0.01% +114 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,619 $466K 0.06% -34 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,616 $465K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,600 $460K <0.01% +275 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,591 $458K 0.01% -27 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,546 $445K 0.15% -118 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,500 $431K 0.01% 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 1,420 $408K 0.01% +146 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,417 $407K <0.01% +12 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,409 $405K 0.07% +1 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 1,240 $403K 0.32% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,325 $381K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,280 $368K 0.02% -358 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,278 $368K <0.01% +10 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,258 $362K 0.04% -1 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,241 $357K 0.12% +4 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,201 $345K 0.01% new 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,191 $343K 0.11% -40 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,168 $336K 0.02% +868 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,132 $326K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,100 $316K 0.05% 0 13F-HR Timeline Compound Planning, Inc. 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