Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 638,745 $13.9M 0.97% +71,233 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 564,853 $12.3M 2.85% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 532,593 $11.6M 0.03% +32,882 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 441,682 $9.58M 0.14% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 215,563 $4.68M 2.51% -3,051 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 181,089 $3.93M 1.62% +2,671 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 169,245 $3.67M 0.28% +6,612 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 97,091 $1.93M 0.32% 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 85,273 $1.85M 2.36% -2,815 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,093 $1.61M 0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 58,770 $1.28M 0.21% -830 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 41,621 $869K 0.09% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,690 $840K <0.01% -18,942 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,551 $728K <0.01% +21,900 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 30,073 $653K 0.14% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 29,563 $642K 0.52% +2,430 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 29,048 $630K 0.03% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,653 $578K <0.01% -6,804 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 22,457 $487K <0.01% +2,409 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,935 $476K 0.04% -1,810 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,866 $344K <0.01% -312 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,246 $114K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,087 $88.7K <0.01% 0 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/ 4,005 $86.9K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,464 $53K <0.01% -303 13F-HR/A Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,086 $45.3K 0.01% -100 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,312 $28.5K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,132 $24.6K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 851 $17.9K <0.01% -125 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 775 $16.8K 0.01% -400 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 408 $8.85K <0.01% -3 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 121 $2.63K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100 $2.17K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $1.39K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55 $1.19K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 30 $651 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $239 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $33 <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 1 $13 <0.01% 0 13F-HR Timeline Group 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.