BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,363,951 $114M 4.7% +5,733 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,367,099 $65.8M 1.4% +7,208 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,137,153 $54.7M 0.07% 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 715,805 $34.5M 1.82% -20,217 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 485,709 $23.4M 3.29% -3,693 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 448,468 $21.6M 0.43% +4,594 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 329,693 $15.9M 0.01% +28,472 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 276,180 $13.5M 0.03% -148,330 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 207,161 $9.97M 1.38% +8,361 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 206,113 $9.92M <0.01% -10,861 13F-HR/A Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 204,390 $9.84M 0.65% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 199,416 $9.6M 6.19% -6,288 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 198,685 $9.56M 1.07% +47,445 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 196,355 $9.45M 2.14% +14,992 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 190,938 $9.19M 0.31% +6,290 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 186,676 $8.98M <0.01% +146,679 13F-HR/A Timeline Group CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 180,735 $8.7M 5.56% +3,320 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 229,962 $8.65M 0.42% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 179,182 $8.63M 0.02% +13,678 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 174,272 $8.39M 2.63% -19 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 152,846 $7.36M 2.91% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 148,405 $7.14M 0.01% +22,426 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 142,741 $6.87M 0.28% +11,371 13F-HR Timeline Group CROBAN More: the full row for CROBAN 122,687 $5.9M 2.78% +1,119 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 117,724 $5.67M 0.04% +580 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 115,149 $5.54M 1.49% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 113,838 $5.48M 1.12% -3,094 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 107,632 $5.18M 0.01% new 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 104,821 $5.05M 1.45% +5,798 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 98,745 $4.75M <0.01% +35,212 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 98,123 $4.72M 3.09% -5,226 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 92,845 $4.47M 1.45% +3,016 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 86,777 $4.38M 0.08% -1,005 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 80,675 $3.88M 2.28% 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 69,605 $3.35M 2.63% -906 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 67,666 $3.26M <0.01% +17,482 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 63,090 $3.04M 0.22% +3,154 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 57,975 $2.79M 0.09% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 56,402 $2.72M 0.06% -17,560 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 52,482 $2.53M 0.19% -2,623 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Patten Group, Inc. More: the full row for Patten Group, Inc. 49,857 $2.4M 0.42% +8,198 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 45,821 $2.21M 0.56% -10 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,454 $2M -7,488 Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 36,633 $1.76M 0.84% +1,361 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 35,508 $1.71M 0.58% -2,610 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,261 $1.65M 0.01% 0 13F-HR Timeline Group Marino Management, LLC More: the full row for Marino Management, LLC 33,691 $1.62M 0.3% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 33,189 $1.6M 0.12% -2,794 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 32,952 $1.59M <0.01% +6,571 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 30,480 $1.47M <0.01% +1,350 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,630 $1.43M 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,569 $1.38M <0.01% +2,443 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 25,622 $1.23M 0.1% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,427 $1.22M 0.16% new 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 24,523 $1.18M 0.12% -426 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 24,336 $1.17M 0.3% new 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 23,589 $1.14M 0.96% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,000 $1.06M 0.02% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,000 $1.04M 0.07% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,388 $981K 0.01% -3,509 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 20,028 $964K 0.02% +868 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,601 $944K <0.01% -6,848 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 19,450 $936K 0.01% +5,361 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,390 $933K 0.02% -120 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 18,455 $888K 0.46% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 18,074 $870K 0.11% -442 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,694 $852K <0.01% -610 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 17,624 $848K 0.1% +17,004 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,570 $846K 0.05% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 17,296 $833K 0.57% +132 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,825 $810K 0.02% +1,777 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 16,090 $774K 0.06% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,518 $747K <0.01% +780 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,152 $729K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,911 $670K <0.01% +1,569 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,000 $626K 0.01% +6,500 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 12,650 $609K 0.15% +5,450 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 12,648 $609K 0.02% +417 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,268 $591K <0.01% +1,253 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,571 $509K 0.12% +786 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,466 $504K 0.01% +1,451 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,217 $492K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10,200 $491K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,000 $481K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,548 $460K 0.04% -1,320 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,310 $448K <0.01% +500 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,817 $424K 0.01% new 13F-HR/A Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,716 $413K 0.07% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,273 $398K 0.11% -328 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,250 $397K 0.03% -1,350 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% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 8,067 $388K 0.03% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,050 $388K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,635 $364K 0.02% new 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 7,335 $353K 0.22% +500 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,199 $347K 0.26% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,091 $341K <0.01% -9,911 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,072 $340K 0.03% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 6,922 $333K 0.24% +1,365 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 6,633 $319K 0.08% +139 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,349 $306K 0.07% -18,746 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 6,219 $299K 0.18% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,202 $299K <0.01% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,989 $288K 0.08% -791 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,948 $283K <0.01% +5,086 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,475 $264K 0.07% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,918 $234K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,844 $233K <0.01% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,600 $221K 0.07% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,427 $213K 0.01% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,642 $212K <0.01% -1,062 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,370 $210K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,289 $206K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,217 $203K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,984 $192K <0.01% -180 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,435 $165K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,527 $122K <0.01% -35 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 $115K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,233 $107K 0.06% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,092 $101K <0.01% +251 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,090 $101K <0.01% -5 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,277 $61.5K <0.01% +1,121 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 870 $42K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 871 $41.9K 0.02% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 686 $33K 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 678 $32.6K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 619 $29.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 429 $20.7K <0.01% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 400 $19.3K 0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 385 $18.6K <0.01% +384 13F-HR/A Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 330 $15.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 260 $12.5K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 200 $9.63K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 195 $9.39K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 194 $9.34K 0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 385 $8K 0.13% +84 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 162 $7.8K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 142 $6.84K <0.01% -15 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 118 $5.68K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 110 $5.29K <0.01% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 98 $4.72K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 52 $2.5K <0.01% -8 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $2.33K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 48 $2.31K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 30 $1.44K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $1.06K <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $94 <0.01% 0 13F-HR Timeline