Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 656,542 $13.8M 0.88% +17,797 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 551,158 $11.6M 0.02% +18,565 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 220,966 $4.64M 2.4% +5,403 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 171,902 $3.61M 0.26% +2,657 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 134,622 $2.83M 1.01% -46,467 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 88,679 $1.86M 0.27% -8,412 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 87,378 $1.83M 1.92% +2,105 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 61,156 $1.28M 0.05% +32,108 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 57,370 $1.2M 0.18% -1,400 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 50,345 $1.07M 0.1% +8,724 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,376 $973K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 44,958 $944K 0.04% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 36,367 $763K <0.01% -2,323 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 33,738 $708K 0.54% +4,175 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,381 $575K <0.01% +728 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 22,506 $472K 0.06% -7,567 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 22,225 $467K <0.01% -232 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,883 $459K 0.03% -52 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,091 $296K <0.01% -1,775 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,395 $218K <0.01% -23,156 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,246 $110K <0.01% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,005 $84.1K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,915 $82.2K <0.01% -172 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,215 $67.5K <0.01% +2,083 13F-HR/A Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,086 $43.8K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,069 $43K <0.01% -395 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 967 $20.3K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 801 $16.8K <0.01% -50 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 775 $16.3K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 406 $8.53K <0.01% -2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 362 $7.6K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 121 $2.54K <0.01% 0 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $1.34K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55 $1.15K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 30 $630 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $231 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $22 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $12 <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.