Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 948,893 $22.8M 1.09% +22,010 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 795,489 $19.2M 0.03% +7,534 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 582,845 $15.1M 2.94% +70,536 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 352,744 $8.49M <0.01% -14,310 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 219,667 $5.29M 2.39% -840 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 209,681 $5.03M 1.12% -22,492 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 175,603 $4.23M 0.26% -3,646 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 81,711 $1.97M 0.17% -11,741 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 74,015 $1.78M 1.44% -1,904 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 56,255 $1.35M 0.16% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 42,753 $1.03M 0.01% -2,145 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 41,800 $1.01M <0.01% +8,812 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,268 $970K <0.01% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 39,536 $952K <0.01% new 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 30,788 $741K 0.47% -2,537 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,779 $669K <0.01% +4,704 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 21,157 $509K <0.01% -19,159 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,211 $439K 0.01% -71 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,935 $432K 0.01% +3,869 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 14,752 $355K 0.04% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,494 $325K <0.01% -471 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,404 $299K 0.02% new 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,761 $235K <0.01% -257 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,865 $213K 0.12% -750 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,734 $114K <0.01% -112 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,444 $107K <0.01% -20 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,665 $64.2K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,000 $24.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 554 $13.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 263 $6.34K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 215 $5.18K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $4.82K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 190 $4.58K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 60 $1.45K <0.01% +30 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55 $1.32K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $265 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2 $52 <0.01% +1 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $11 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.