Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,593,952 $49.3M -42,960 Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 319,882 $9.9M 0.83% -10,800 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 304,115 $9.42M 1.03% +28,186 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 267,533 $8.28M 0.01% +6,086 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 201,503 $6.24M <0.01% +10,488 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 197,240 $6.11M <0.01% +15,178 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 170,356 $5.27M 0.5% +35,513 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 149,005 $4.61M 2.83% +5,081 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 146,191 $4.53M +14,124 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 140,366 $4.35M 0.4% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 124,389 $3.85M 0.13% -5,400 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 123,734 $3.83M <0.01% +26,706 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 103,023 $3.19M 2.21% -6,180 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 99,534 $3.08M 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,302 $3.04M <0.01% -13,127 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 87,110 $2.7M 0.05% +5,222 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 74,703 $2.31M 1.18% -2,488 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 74,259 $2.3M 4.39% +4,254 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 65,566 $2.03M 0.03% +5,795 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 63,842 $1.98M 0.35% +2,344 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 59,777 $1.85M 0.48% +360 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 49,655 $1.64M 0.73% +4,515 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 52,772 $1.63M <0.01% +39,400 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 33,004 $1.02M 0.5% -3,899 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,618 $886K 0.02% +2,891 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 27,371 $847K 0.39% -127,215 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 26,307 $814K 0.59% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 26,106 $808K 0.49% +859 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 26,064 $807K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,193 $749K <0.01% +1,325 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 24,130 $747K 0.26% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 23,818 $737K 0.34% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 23,116 $716K 0.4% +2,496 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 21,646 $670K 0.01% +10,246 13F-HR Timeline Group Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 21,369 $662K 0.42% 13F-HR/A Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 19,375 $600K <0.01% +1,290 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 18,639 $577K 0.25% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 18,450 $571K 0.21% +2,860 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 16,371 $507K 0.05% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 15,729 $487K 0.27% -909 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 11,739 $363K 0.27% -2,739 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 11,547 $357K 0.12% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,223 $347K 0.08% +252 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,548 $327K <0.01% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,291 $319K 0.19% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,975 $309K <0.01% +957 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 9,223 $286K 0.19% +109 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,752 $271K 0.03% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,472 $262K 0.07% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,205 $254K <0.01% -217 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,195 $245K 0.21% +730 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,270 $225K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,993 $217K <0.01% -10,329 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,570 $48.6K <0.01% new 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,044 $32.3K <0.01% +37 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 699 $21.6K 0.01% -10,669 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 665 $20.5K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 451 $14K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 434 $13.4K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 305 $9.44K <0.01% new 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) 200 $6.19K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 133 $4.12K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 127 $3.93K <0.01% 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. 103 $3.19K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 100 $3.1K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 70 $2.17K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61 $1.89K <0.01% 0 13F-HR/A Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 32 $991 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27 $836 <0.01% -126 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 26 $805 <0.01% 0 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7 $217 <0.01% -203 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2 $83 <0.01% +1 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $29 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $22 <0.01% 0 13F-HR Timeline Group