Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,108,888 $66M 6.2% +120,020 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 991,144 $31M 2.02% +85,370 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 720,272 $22.6M 0.14% +10,037 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 583,136 $18.3M 0.01% 13F-HR/A Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 555,336 $17.4M 1.06% -263,887 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 515,399 $16.1M 0.01% +156,340 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 361,116 $11.3M 2.67% +50,164 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 320,542 $10M 0.01% +266,396 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 290,894 $9.11M 0.02% +83,120 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 280,522 $8.78M 0.02% +241,857 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 228,906 $7.17M 0.08% +38,564 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 210,421 $6.59M 2.22% -50,065 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 202,433 $6.34M 0.04% +58,144 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,194 $5.23M <0.01% -31,569 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 150,502 $4.71M 0.6% +2,196 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 150,048 $4.7M 1.93% +2,652 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 148,126 $4.64M 0.05% +29,367 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 145,467 $4.55M 0.02% -4,234 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 133,341 $4.17M 0.1% +70,051 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 130,290 $4.04M 0.89% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 128,421 $4.02M 0.26% +7,336 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 105,738 $3.31M 0.01% +31,640 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 87,562 $2.74M <0.01% +55,188 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 77,347 $2.42M <0.01% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 74,974 $2.35M 0.46% +15,580 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,858 $2.34M <0.01% +46,110 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 69,938 $2.19M 0.16% +17,230 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 68,354 $2.14M 0.4% +10,214 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 56,220 $1.76M 0.15% +11,520 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 54,184 $1.7M 0.34% +7,180 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 53,095 $1.66M 0.29% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 46,548 $1.46M 0.15% -9,649 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 45,623 $1.43M 0.31% -87,162 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 39,023 $1.22M 0.18% -3,619 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 38,479 $1.2M 0.07% +1,501 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 38,298 $1.2M 0.52% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 37,316 $1.17M 0.07% +2,703 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 36,064 $1.13M <0.01% +4,370 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 36,032 $1.13M 0.05% +50 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,893 $1.12M 0.04% +246 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 34,627 $1.08M 1.06% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,493 $1.05M 0.13% +1,100 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 33,186 $1.04M 0.34% +509 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 31,410 $983K 0.01% +271 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 30,224 $946K <0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,159 $944K 0.03% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 29,114 $912K 0.05% +2,140 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 29,076 $910K <0.01% +172 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 26,564 $832K 0.14% -6,100 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 26,221 $821K 0.15% -4,001 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,037 $815K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 25,203 $789K <0.01% +2,484 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23,217 $727K 0.01% +7,930 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,261 $634K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 18,810 $589K 0.35% +605 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 16,862 $528K 0.28% +781 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,722 $524K <0.01% -12,779 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,055 $503K 0.03% -380 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,007 $439K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 11,860 $410K 0.02% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,508 $392K <0.01% +12,506 13F-HR/A Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,911 $373K 0.06% +200 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,645 $358K 0.07% +4,271 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,259 $353K 0.01% -73 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 10,987 $344K 0.29% -1,290 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 10,787 $338K 0.18% +971 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,768 $306K 0.03% -202 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,614 $301K 0.01% +274 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,014 $251K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,978 $250K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,825 $245K 0.03% 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,502 $235K <0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,532 $205K 0.01% +357 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,939 $60.7K <0.01% +1,047 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,902 $59.6K <0.01% +1,752 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,717 $53.8K 0.03% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,026 $32.1K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $25K <0.01% +213 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 775 $24.3K <0.01% -775 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 419 $13.4K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 260 $8.14K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 235 $7.37K <0.01% +2 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 225 $7.04K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $2.5K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 31 $971 <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $533 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $152 0.01% -13,907 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $25 <0.01% -30,647 13F-HR Timeline Group Amount filed as zero, left out of ratios. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $6 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.