Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 136,156 $10.9M 1.99% +3,339 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 50,382 $4.02M <0.01% +1,243 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 40,203 $3.21M <0.01% +4,015 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 39,267 $3.14M <0.01% -6,790 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,629 $2.13M <0.01% -512 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,352 $2.02M <0.01% +13,708 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,154 $1.85M <0.01% -19,918 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 21,242 $1.7M 0.57% +1,907 13F-HR/A Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 21,110 $1.69M 0.56% -32 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,547 $1.56M <0.01% +1,040 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,167 $1.53M 0.4% -74 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 16,655 $1.33M 0.06% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,974 $1.28M <0.01% +7,269 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,769 $1.02M 0.11% -99 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,944 $954K <0.01% -5,308 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,014 $800K <0.01% -292 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,000 $799K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,344 $746K <0.01% -344 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,462 $607K <0.01% -535 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,819 $547K <0.01% -1,149 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,825 $545K <0.01% -3,686 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,968 $477K <0.01% -272 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,944 $475K 0.02% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,907 $472K -2,401 Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,400 $431K 0.07% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,680 $374K 0.01% +2,374 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,582 $366K 0.09% 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,425 $353K 0.16% -32 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,416 $353K 0.03% +15 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,130 $330K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,059 $324K 0.02% +2 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,892 $311K <0.01% -8,860 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,784 $302K 0.13% +2 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,700 $296K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,555 $284K <0.01% -4 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,475 $278K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,455 $276K <0.01% new 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,273 $261K 0.02% +6 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,146 $251K 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 2,983 $238K <0.01% +373 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,893 $231K <0.01% -23 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,760 $220K <0.01% +2 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,741 $219K <0.01% -513 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,731 $218K <0.01% -7 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,713 $217K <0.01% +3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,641 $211K <0.01% -615 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,534 $202K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,200 $176K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,179 $174K 0.03% -183 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,387 $111K <0.01% -2,624 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,186 $94.7K <0.01% -3,115 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,141 $91.1K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,050 $83.9K 0.06% +50 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,025 $81.9K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 899 $71.8K <0.01% -1,021 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 717 $57.2K <0.01% +127 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 619 $49.4K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $47.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 574 $45.8K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 456 $36.4K <0.01% -412 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 429 $34.3K <0.01% -550 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 428 $34.2K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 385 $30.7K 0.02% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 346 $27.6K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 335 $26.8K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 250 $20K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 204 $16.3K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 198 $15.8K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 190 $15.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 161 $12.9K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 148 $12K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $12K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 129 $10.3K <0.01% -27,763 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 115 $9.19K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 104 $8.33K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 101 $8.07K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $7.99K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $7.99K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 71 $5.67K <0.01% 0 13F-HR/A Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 62 $4.96K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 60 $4.79K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 60 $4.79K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 60 $4.79K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 55 $4.39K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 55 $4.39K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 52 $4.12K <0.01% -813 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 31 $2.48K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 25 $2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19 $1.52K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 17 $1.38K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16 $1.3K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13 $1.04K <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.