BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,102,164 $71.4M 3.34% +50,860 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,301,137 $44.2M 1.11% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 743,208 $25.3M 1.34% -9,797 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 495,181 $17.1M 0.03% -26,846 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 482,900 $16.4M 2.57% -17,440 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 473,935 $16.1M 0.36% +3,269 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 204,390 $6.95M 0.65% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 202,834 $6.89M 3.23% -1,101 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 196,620 $6.68M 4.44% -1,292 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 196,598 $6.68M 1.08% +6,736 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 196,302 $6.67M <0.01% -4,701 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172,342 $5.86M 0.24% +7,821 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 163,502 $5.56M 1.89% -1,825 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 139,255 $4.73M 3.42% +9,581 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 129,601 $4.4M 0.01% +21,059 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 119,289 $4.05M 0.01% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 113,095 $3.84M 0.89% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 108,550 $3.69M 0.49% +54,550 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 108,347 $3.68M 0.14% -1,394 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 100,575 $3.42M 0.21% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 97,508 $3.31M 2.51% -3,287 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 92,024 $3.13M <0.01% -1,702 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 91,169 $3.1M 1.13% -33,520 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 86,276 $2.93M 0.06% -22,210 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 77,785 $2.72M 0.08% +828 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 76,800 $2.61M 1.71% +1,605 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 68,919 $2.34M 0.11% -25,039 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 60,378 $2.05M 0.17% -11,988 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Idaho Trust Co More: the full row for Idaho Trust Co 59,579 $2.02M 0.72% -24,870 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 57,233 $1.98M 0.75% -5,435 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 55,700 $1.89M <0.01% -85,316 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 51,507 $1.75M -30,846 Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 49,081 $1.67M 0.47% +3,365 13F-HR Timeline CROBAN More: the full row for CROBAN 40,273 $1.37M 1.17% +1,814 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,819 $1.25M <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 35,314 $1.2M <0.01% +42 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,408 $1.17M 0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 34,125 $1.16M 0.65% +37 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,568 $1.04M <0.01% -144 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,495 $934K 0.09% +215 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 27,120 $922K <0.01% -1,518 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 26,164 $889K 0.01% +16,405 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 25,491 $866K 0.01% -1,180 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,340 $855K 0.01% -3,676 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,602 $836K <0.01% -4,832 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 22,690 $771K 0.07% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,000 $748K 0.02% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 20,989 $713K 0.37% -6,816 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,399 $693K <0.01% -13 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,560 $665K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 19,506 $663K <0.01% +2,480 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 18,589 $632K 0.13% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 18,453 $627K 0.22% -1,649 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,570 $597K 0.04% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 17,381 $591K 0.07% -428 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17,245 $586K 0.14% -41,542 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 16,293 $554K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,132 $548K <0.01% new 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 15,867 $539K 0.02% -190 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,831 $538K <0.01% -8,273 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 15,480 $526K 0.37% +233 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,905 $506K 0.04% -5,224 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 14,727 $500K 0.15% -10,453 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 14,634 $497K 0.43% -1,178 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,990 $475K <0.01% -1,242 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,479 $458K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,968 $441K <0.01% -482 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,860 $437K <0.01% +273 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,440 $423K <0.01% +1,275 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,983 $407K <0.01% -3,203 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 11,902 $404K 0.03% 0 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,253 $382K <0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,542 $358K <0.01% -65 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,344 $351K 0.04% +1,492 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10,200 $347K <0.01% 0 13F-HR/A Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 9,168 $312K 0.01% +286 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,817 $300K 0.01% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,716 $296K 0.05% +1,475 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 8,688 $295K 0.01% -3,290 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,364 $284K 0.09% -41 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,298 $282K 0.07% +86 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,067 $274K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,051 $274K <0.01% -1,121 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,050 $274K 0.01% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,382 $251K 0.07% -12,176 13F-HR/A Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,285 $248K 0.18% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,072 $240K 0.02% +711 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,911 $235K <0.01% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 6,494 $221K 0.06% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,350 $216K 0.02% new 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 6,235 $212K 0.16% -40,731 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,050 $206K 0.02% +1,479 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,485 $186K <0.01% -1,137 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,265 $179K 0.23% +14 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 4,219 $143K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,435 $117K <0.01% 0 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,682 $91.1K <0.01% -284 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,399 $81.5K <0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,296 $78K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,268 $77.1K <0.01% +1,267 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,095 $71K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,865 $63.5K <0.01% -56 13F-HR/A 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 $61.5K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,662 $56.5K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 870 $30K <0.01% -5,950 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 747 $25.4K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $13.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 346 $11.8K <0.01% -151 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 340 $11.6K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 330 $11.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 260 $8.84K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 221 $7.51K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 195 $6.63K <0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 162 $5.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 157 $5.33K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 155 $5.27K <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 146 $4.96K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 110 $3.74K <0.01% -50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 110 $3.74K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 86 $2.92K <0.01% -355 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 57 $1.94K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 47 $1.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 45 $1.53K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23 $750 <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16 $544 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $476 <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $71 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.