BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,934,988 $62.1M 3.17% +94,108 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 755,105 $24.2M 1.4% +3,108 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 600,604 $19.3M 0.04% +1,470 13F-HR/A Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 498,693 $16M 2.61% -2,427 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 462,972 $14.9M 0.35% +7,781 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 239,917 $7.7M 4.18% -185,235 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 223,932 $7.19M 3.34% -2,077 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 221,479 $7.11M 0.27% -8,662 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 209,809 $6.73M 4.75% +1,142 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 205,325 $6.59M 0.72% -35,458 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 193,619 $6.21M <0.01% +1,192 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 181,593 $5.83M 1.96% -19,927 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 161,601 $5.19M 1.08% +24,628 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 159,287 $5.11M 0.23% +13,049 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 141,589 $4.54M 0.44% -42,559 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 128,663 $4.13M 1.28% +17,567 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 123,999 $3.98M 3.48% +16,350 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 120,782 $3.88M 0.12% +8,333 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 102,218 $3.28M 2.66% +1,660 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 85,993 $2.76M -12,186 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 82,630 $2.65M 0.09% -69,928 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 77,846 $2.5M <0.01% -13,680 13F-HR Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 76,995 $2.47M 1.76% +900 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 73,203 $2.35M 1.18% -792 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 64,789 $2.08M 0.92% -4,950 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 56,043 $1.8M <0.01% +3,429 13F-HR/A Timeline Group NVWM, LLC More: the full row for NVWM, LLC 53,582 $1.72M 0.43% +82 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 47,683 $1.53M 1.15% +5,846 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 43,121 $1.38M 0.41% +705 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 37,811 $1.21M 0.7% -1,186 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 35,793 $1.15M <0.01% +22,151 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 35,071 $1.13M 0.48% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 32,372 $1.04M 1.02% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,485 $1.01M <0.01% -3,754 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 30,917 $992K <0.01% +841 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 29,761 $955K 0.03% -2,656 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 28,786 $924K 0.01% -70,000 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 28,758 $923K 0.1% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,714 $921K <0.01% -86 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 27,408 $880K 0.01% -323 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 26,998 $866K 0.09% +771 13F-HR/A Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 21,562 $753K 0.27% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 22,690 $728K 0.05% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 22,352 $717K 0.1% +236 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,000 $706K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,723 $697K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,560 $692K 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,252 $682K <0.01% -25,738 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,356 $653K <0.01% -1,236 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,688 $632K 0.01% -4,598 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,471 $625K 0.01% -12,511 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,570 $564K 0.04% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 17,005 $546K 0.24% +425 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 16,807 $539K 0.02% -1,286 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 16,423 $527K 0.48% +1,984 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,686 $503K 0.01% -220 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 15,229 $489K 0.37% +1,293 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,195 $488K <0.01% -8,395 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,538 $467K 0.03% new 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,866 $445K 0.07% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,522 $434K <0.01% +4,340 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,479 $433K 0.01% +1,559 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 13,450 $432K <0.01% +301 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,196 $423K <0.01% -5,242 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 12,846 $412K 0.07% -6,113 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 12,531 $402K 0.04% -3,150 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,400 $398K <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12,339 $396K 0.01% -24 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,101 $388K <0.01% -2,408 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 11,902 $382K 0.02% 0 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,060 $355K 0.03% -96 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,470 $336K <0.01% -317 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,706 $336K <0.01% +182 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,370 $333K <0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10,200 $327K <0.01% 0 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,170 $326K <0.01% -1,835 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,361 $300K <0.01% -272 13F-HR Timeline Group Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,185 $295K 0.22% 13F-HR/A Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,894 $285K 0.09% -176 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,852 $284K 0.04% -1,137 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,817 $283K 0.01% new 13F-HR/A Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,716 $280K 0.05% +359 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,067 $259K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,050 $258K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,032 $258K <0.01% +7,850 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,588 $243K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 7,393 $237K <0.01% +499 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,129 $229K <0.01% +92 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,997 $225K 0.06% -427 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,820 $219K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,622 $212K <0.01% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 6,494 $208K 0.07% +18 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,361 $204K 0.02% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,374 $172K 0.22% -15 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,435 $110K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,056 $98.1K <0.01% +2,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,710 $87K <0.01% -759 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,632 $84.5K <0.01% +1,754 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,399 $77K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,987 $64K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,809 $58.7K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,564 $50.2K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,486 $47.7K <0.01% -1,194 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,145 $38.9K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 782 $25.1K <0.01% new 13F-HR/A Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 747 $24K <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 632 $20.3K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 607 $19.5K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 570 $18.3K 0.01% -201 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 500 $16K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 441 $14.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 440 $14.1K <0.01% -1,977 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $12.8K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 330 $10.6K <0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 321 $10.3K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 260 $8.83K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 221 $7.09K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 210 $6.74K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 162 $5.2K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 157 $5.04K <0.01% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 155 $4.97K <0.01% 0 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 110 $3.53K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 100 $3.21K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 90 $2.89K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 45 $1.44K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 39 $1.25K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $1K <0.01% -16 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16 $513 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $449 <0.01% -41 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $68 <0.01% 0 13F-HR Timeline