BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,265,306 $80.3M 3.47% +163,142 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,351,785 $47.9M 1.1% +50,648 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 753,078 $26.7M 1.36% +9,870 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 487,567 $17.3M 2.51% +4,667 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 471,199 $16.7M 0.35% -2,736 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 433,956 $15.7M 0.02% -61,225 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 329,386 $11.7M 0.01% new 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 219,140 $7.77M 1.95% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 209,728 $7.43M <0.01% +13,426 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 204,390 $7.24M 0.5% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 202,527 $7.18M 4.4% +5,907 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 197,492 $7M 1.03% +894 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 180,687 $6.4M 2.65% -22,147 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 178,012 $6.31M 0.23% +5,670 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 170,676 $6.05M 1.89% +7,174 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 148,400 $5.26M 3.51% +9,145 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 146,792 $5.2M 0.01% +17,191 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 139,332 $4.94M 0.62% +30,782 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 123,568 $4.38M 0.01% +4,279 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 116,126 $4.12M 0.86% +3,031 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 112,896 $4M 0.15% +4,549 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 102,417 $3.63M 2.6% +4,909 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 100,575 $3.56M 0.24% 0 13F-HR/A Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 99,790 $3.54M 1.19% +8,621 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 88,883 $3.15M <0.01% -3,141 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 87,739 $3.11M 0.06% +1,463 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 78,270 $2.77M 1.69% +1,470 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 76,940 $2.77M 0.07% -845 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 73,303 $2.6M 0.87% +13,724 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 68,151 $2.42M 0.12% -768 13F-HR Timeline CROBAN More: the full row for CROBAN 59,897 $2.12M 1.41% +19,624 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 55,752 $1.98M 0.14% -4,626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 52,476 $1.86M <0.01% -3,224 13F-HR/A Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 46,076 $1.63M 0.43% -3,005 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,980 $1.56M -7,527 Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 37,974 $1.35M 0.48% -19,259 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 34,305 $1.22M 0.64% +180 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,261 $1.21M <0.01% -147 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 31,743 $1.12M <0.01% -3,571 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 30,598 $1.08M 0.09% +3,103 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,385 $1.08M <0.01% -183 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,000 $1.04M 0.07% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 27,072 $959K <0.01% -48 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,190 $928K <0.01% +1,588 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 25,318 $897K <0.01% +4,919 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 25,060 $888K 0.2% +7,815 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,975 $850K 0.01% -1,516 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 23,143 $820K 0.12% new 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 22,126 $784K 0.15% +3,537 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,000 $780K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,756 $771K 0.01% -3,584 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,526 $727K <0.01% +1,020 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 20,038 $710K 0.35% -951 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,510 $691K 0.02% -50 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 18,708 $663K 0.02% +2,415 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 18,224 $646K 0.15% +10,842 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 18,110 $642K 0.08% +729 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,570 $623K 0.04% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,974 $602K <0.01% +2,984 13F-HR/A Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 16,913 $599K 0.4% +1,433 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,727 $593K 0.04% +1,822 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 16,090 $570K 0.05% -6,600 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,234 $540K <0.01% +4,692 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,479 $478K 0.01% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 13,320 $472K 0.01% -2,547 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,944 $459K <0.01% -24 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,596 $447K <0.01% -264 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,364 $403K <0.01% +111 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,344 $367K 0.03% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10,200 $361K <0.01% 0 13F-HR/A Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,179 $361K 0.11% -8,274 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,817 $312K 0.01% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,716 $309K 0.05% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,596 $308K 0.07% +298 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,381 $297K 0.08% +17 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,200 $291K 0.02% +2,150 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,067 $286K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,050 $285K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,000 $284K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,345 $260K <0.01% -706 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,200 $255K 0.06% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,181 $254K <0.01% +270 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,076 $251K <0.01% -9,056 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,072 $251K 0.02% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,835 $242K 0.15% -450 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,500 $230K 0.02% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 6,494 $230K 0.06% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,352 $190K 0.25% +87 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,764 $169K <0.01% -721 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,930 $139K 0.02% -289 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,435 $122K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,386 $120K <0.01% +1,118 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 2,549 $90.3K <0.01% +740 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 $85K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,233 $79.1K 0.06% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,095 $74K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,965 $68.3K <0.01% +100 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,803 $63.9K <0.01% +141 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 870 $31K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 871 $30.9K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $24.8K <0.01% -1,982 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 429 $15.2K <0.01% +29 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 346 $12.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 340 $12.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 330 $11.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 260 $9.21K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 221 $7.83K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 195 $6.91K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 200 $6.8K 0.01% new 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 162 $5.74K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 157 $5.57K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 110 $3.9K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 98 $3.47K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $1.75K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23 $782 <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16 $567 <0.01% 0 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $496 <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $72 <0.01% 0 13F-HR Timeline