Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 713,960 $15.6M 0.91% +57,418 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 617,161 $13.5M 0.03% +66,003 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 360,882 $7.87M 0.08% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 223,355 $4.87M 2.43% +2,389 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 210,517 $4.59M 1.41% +75,895 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 173,315 $3.78M 0.25% +1,413 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 103,302 $2.25M 0.24% +14,623 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 90,174 $1.97M 1.92% +2,796 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 57,120 $1.25M 0.17% -250 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 53,563 $1.17M 0.1% +3,218 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 43,949 $958K 0.04% -1,009 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,425 $772K <0.01% -942 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 33,940 $740K 0.52% +202 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 23,077 $503K <0.01% +852 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 22,506 $475K 0.06% 0 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 19,361 $422K 0.03% -2,522 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,601 $384K <0.01% +3,510 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,816 $279K <0.01% -14,565 13F-HR Timeline 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 BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,005 $87.3K <0.01% 0 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,915 $85.3K <0.01% 0 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,572 $76.2K <0.01% +357 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,086 $45.5K 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 1,797 $39K <0.01% -272 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $16.9K 0.01% -675 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 551 $12K <0.01% -250 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 406 $8.86K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 220 $8.26K <0.01% +190 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 263 $5.74K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 215 $4.69K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 190 $4.14K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 98 $2.14K <0.01% new 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $1.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55 $1.2K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 53 $1.17K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 26 $567 <0.01% -95 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $240 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $34 <0.01% 0 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 $13 <0.01% 0 13F-HR Timeline Group