BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,358,218 $88.7M 3.71% +92,912 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,359,891 $51.1M 1.08% +8,106 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 736,022 $27.7M 1.43% -17,056 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 489,402 $18.4M 2.58% +1,835 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 443,874 $16.7M 0.31% -27,325 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 424,510 $16.5M 0.02% -9,446 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 301,221 $11.3M 0.01% -28,165 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 229,962 $8.65M 0.41% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 216,974 $8.16M <0.01% +7,246 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 205,704 $7.74M 4.68% +3,177 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 204,390 $7.69M 0.48% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 198,800 $7.48M 1.04% +1,308 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 184,648 $6.94M 0.24% +6,636 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 181,363 $6.82M 2.89% +676 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 177,415 $6.67M 4.27% +29,015 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 174,291 $6.56M 2.03% +3,615 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 165,504 $6.22M 0.02% +18,712 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 151,240 $5.69M 0.71% +11,908 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 131,370 $4.94M 0.19% +18,474 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 125,979 $4.74M 0.01% +2,411 13F-HR Timeline CROBAN More: the full row for CROBAN 121,568 $4.57M 2.2% +61,671 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 117,144 $4.41M 0.04% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 116,932 $4.4M 0.88% +806 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 103,349 $3.89M 2.63% +932 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 99,023 $3.72M 1.09% -767 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 89,829 $3.38M 1.12% +16,526 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 87,782 $3.3M 0.06% +43 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 73,962 $3.08M 0.08% -2,978 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 113,029 $2.88M 0.09% new 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 70,511 $2.87M 2.22% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 69,373 $2.61M 0.12% +1,222 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 63,533 $2.39M <0.01% -25,350 13F-HR/A Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 59,936 $2.25M 0.17% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 55,105 $2.07M 0.15% -647 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 50,184 $1.89M <0.01% -2,292 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 48,942 $1.84M +4,962 Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 45,831 $1.72M 0.44% -245 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 41,659 $1.57M 0.29% +19,533 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,997 $1.5M <0.01% +23,023 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 38,118 $1.43M 0.5% +144 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 35,983 $1.35M 0.11% +5,385 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 35,272 $1.33M 0.48% new 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 33,691 $1.29M 0.26% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,261 $1.28M 0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 29,130 $1.1M <0.01% -2,613 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 28,818 $1.08M <0.01% +3,500 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,000 $1.04M 0.07% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,449 $995K <0.01% -623 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,381 $992K <0.01% +191 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,126 $983K <0.01% +5,600 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 25,095 $944K 0.21% +35 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 24,949 $938K 0.1% +1,806 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 23,897 $899K 0.01% -78 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,000 $827K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,510 $734K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,160 $721K 0.02% +452 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 18,516 $696K 0.08% +406 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 18,455 $694K 0.34% -1,583 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 18,437 $693K 0.05% +1,710 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,304 $688K <0.01% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,341 $677K <0.01% new 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,570 $661K 0.04% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 17,164 $646K 0.43% +251 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 17,002 $639K <0.01% +4,058 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 16,090 $605K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,048 $566K 0.01% +15,032 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,738 $554K <0.01% -496 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,089 $530K 0.01% +610 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,271 $499K 0.12% -4,953 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 12,758 $480K 0.57% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,342 $464K <0.01% -254 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 12,231 $460K 0.01% -1,089 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,015 $414K <0.01% -349 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,868 $409K 0.03% +524 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,413 $392K 0.04% 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,785 $391K 0.08% +1,189 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,000 $376K <0.01% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,821 $369K <0.01% new 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 9,600 $361K 0.03% +1,400 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,015 $339K 0.01% +8,675 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,810 $331K <0.01% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,716 $328K 0.05% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,601 $323K 0.09% +220 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,067 $303K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,050 $303K 0.01% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,200 $271K 0.07% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,199 $271K 0.2% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,072 $266K 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 $257K 0.16% 0 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 6,780 $255K 0.07% -3,399 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,704 $252K <0.01% -477 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,500 $244K 0.01% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 6,494 $244K 0.06% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,202 $233K <0.01% -15,554 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 5,557 $209K 0.16% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,844 $182K <0.01% +80 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,164 $157K <0.01% -3,181 13F-HR Timeline Group NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 4,000 $150K 0.13% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,435 $129K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,044 $114K <0.01% +495 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,562 $96.4K <0.01% +759 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 $90.2K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,233 $84K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,095 $79K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,841 $69.3K <0.01% -124 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 909 $34K 0.01% -3,021 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 870 $33K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 871 $32.8K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 862 $32.4K <0.01% +516 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 704 $26.5K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 678 $25.5K <0.01% -22 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 620 $23.3K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 619 $23.3K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 429 $16.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 330 $12.4K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 286 $10.8K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 260 $9.78K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 301 $8K 0.15% -7,699 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 200 $7.52K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 195 $7.33K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 162 $6.09K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 157 $5.91K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 156 $5.87K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 118 $4.44K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 110 $4.13K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 98 $3.69K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 80 $3.01K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 60 $2.26K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $1.84K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 48 $1.8K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $830 <0.01% -1 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $527 <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $79 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $28 <0.01% -3,385 13F-HR Timeline Group