Evensky & Katz LLC More: the full row for Evensky & Katz LLC 696,843 $48M 2.78% +195,276 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 434,032 $29.9M 3.52% +4,471 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 306,485 $21.1M 0.01% +21,568 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 218,027 $15M 0.01% new 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 168,313 $11.6M 2.13% +46,151 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 137,759 $9.49M 3.17% -1,567 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 140,575 $9.46M 3.33% +1,900 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 122,530 $8.44M 2.28% +13,157 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 116,293 $8.06M 1.33% +6,051 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 103,386 $7.12M <0.01% +3,452 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 88,126 $6.07M 0.72% +4,573 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 86,068 $5.93M 2.75% +1,857 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 62,929 $4.34M 1.12% +40,886 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 48,581 $3.32M 0.52% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 47,124 $3.25M 0.05% +16,852 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 38,770 $2.67M 0.34% +2,535 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,324 $2.65M <0.01% -844 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. 29,429 $2.03M <0.01% +13,930 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 27,486 $1.89M 0.59% +4,552 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,998 $1.72M 0.04% +1,952 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 21,584 $1.49M 0.66% +1,319 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,010 $1.24M <0.01% +4,147 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,131 $1.11M <0.01% +4,939 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,104 $972K 0.01% +3,785 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 12,912 $889K 0.21% +6,200 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,633 $870K 0.03% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,135 $836K <0.01% -1,719 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,048 $830K 0.18% +1,505 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,184 $632K 0.02% +23 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,479 $584K <0.01% +1,690 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,537 $519K 0.11% -510 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 7,218 $497K 0.27% -315 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,059 $486K 0.11% +950 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,851 $472K 0.38% -82 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,405 $441K 0.01% +320 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,359 $438K <0.01% new 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,083 $419K 0.06% +461 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,810 $400K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,373 $370K 0.01% +2,044 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,306 $366K <0.01% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,600 $248K 0.03% -1,213 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,120 $215K 0.06% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,311 $90.3K <0.01% +1,252 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,173 $80K 0.04% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 796 $54.8K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 750 $51.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 630 $43.4K <0.01% -16 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 529 $36.4K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 425 $29.3K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 423 $29.1K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 113 $7K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 69 $4.75K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30 $2.07K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 0 $16 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.