Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 567,512 $11.3M 0.83% +16,358 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 499,711 $9.97M 0.02% +28,901 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 322,748 $6.44M 3.59% -1,051 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 218,614 $4.36M 2.26% +7,639 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 178,418 $3.82M 1.55% new 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 168,687 $3.37M 0.11% +128,418 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 162,633 $3.25M 0.24% -195 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 88,088 $1.76M 2.16% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 64,084 $1.28M 0.01% -10,967 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 59,600 $1.19M 0.2% +34,615 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,632 $1.15M <0.01% +46,641 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 51,683 $1.03M 0.09% -202 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,769 $773K <0.01% +25,997 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,457 $667K <0.01% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 27,133 $541K 0.45% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,745 $474K 0.03% -145 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 20,048 $400K <0.01% -230 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,178 $323K <0.01% -853 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,651 $232K <0.01% -61,891 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,246 $105K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,087 $81.6K <0.01% +94 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,767 $55K <0.01% -381 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,186 $43.6K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,175 $23.4K 0.02% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 976 $20.4K <0.01% -2,822 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 411 $8.2K <0.01% +7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100 $2K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $1.28K <0.01% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55 $1.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 30 $599 <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 19 $379 <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $219 <0.01% 0 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2 $51 <0.01% +1 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $21 <0.01% +1 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.