Financial Advisors, LLC More: the full row for Financial Advisors, LLC 1,692,450 $64M 11.34% -39,399 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 630,090 $23.8M 0.32% -2,679 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 421,211 $15.9M 0.63% +24,155 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 393,903 $14.9M 0.06% -21,328 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 348,941 $13.2M 0.02% +337,139 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 257,113 $9.72M <0.01% +8,301 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 193,027 $7.3M <0.01% +136,297 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 138,635 $5.24M 0.01% -431 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 93,816 $3.55M 2.1% -10,570 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 86,360 $3.27M <0.01% +76,189 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,368 $2.24M 0.02% +7,503 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,312 $2.17M 0.01% -160,323 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 42,158 $1.59M <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 41,493 $1.57M 0.02% -7,230 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 37,954 $1.44M 0.02% +4,774 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,360 $1.33M <0.01% +3,036 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,526 $1.12M 0.03% -40 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,009 $908K <0.01% -13,368 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,828 $712K 0.15% -7,236 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,908 $564K <0.01% -1,460 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,862 $524K <0.01% 0 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 12,860 $486K 0.11% -1,074 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,469 $358K 0.01% +389 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,558 $324K <0.01% -436 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,463 $320K 0.01% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,280 $313K 0.2% +369 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,725 $292K <0.01% -198 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,525 $285K <0.01% -53,557 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,034 $228K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,771 $218K 0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 5,423 $205K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,303 $125K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,393 $90.5K <0.01% new 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,123 $80.3K 0.06% +460 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,945 $73.5K 0.01% +460 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,615 $61.1K <0.01% -37,897 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,387 $52.4K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,304 $49.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $45.4K <0.01% -877 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,113 $42.1K <0.01% -4 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 800 $30.3K <0.01% -224 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 688 $26K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 307 $11.6K 0.01% +76 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 178 $6.73K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $52 <0.01% 0 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $2 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.