Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,407,985 $76.5M 8.09% +299,097 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,067,465 $33.9M 2.13% +76,321 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 733,924 $23.3M 0.14% +13,652 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 658,061 $20.9M 0.01% +74,925 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 534,717 $17M 1.18% -20,619 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 531,033 $16.9M 0.01% +15,634 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 393,249 $12.5M 2.85% +32,133 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 383,535 $12.2M 0.01% +62,993 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 302,101 $9.59M 0.02% +11,207 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 275,806 $8.76M 0.02% -4,716 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 239,537 $7.61M 0.09% +10,631 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 227,135 $7.21M 0.02% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 217,226 $6.9M 2.43% +6,805 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 210,431 $6.68M 0.04% +7,998 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 162,556 $5.16M 2.02% +12,508 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 161,306 $5.12M 0.05% +13,180 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 148,937 $4.73M 0.61% -1,565 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 129,474 $4.11M 0.28% +1,053 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 118,180 $3.73M 0.73% -12,110 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 91,552 $2.91M 0.01% -14,186 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/ 83,998 $2.67M <0.01% -3,564 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 82,402 $2.62M <0.01% +7,544 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 79,790 $2.53M 0.52% +4,816 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 76,168 $2.42M 0.18% +6,230 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 74,355 $2.36M 1.33% +36,057 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 68,062 $2.16M 0.39% -292 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 58,261 $1.85M 0.16% +2,041 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 56,883 $1.81M 0.35% +2,699 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 56,799 $1.8M 0.25% 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 55,500 $1.76M 0.31% +2,405 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 57,993 $1.74M 0.33% +46,348 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 51,778 $1.64M 0.02% +20,368 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 50,915 $1.62M 0.31% +5,292 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 47,750 $1.52M <0.01% -119,444 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 47,013 $1.49M 0.19% +7,990 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,351 $1.38M <0.01% +13,127 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 39,376 $1.25M 1.25% +4,749 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 38,305 $1.22M 0.04% +2,412 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 37,038 $1.18M 0.04% +1,006 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 36,731 $1.17M 0.02% -96,610 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 35,840 $1.14M 0.07% -1,476 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 34,848 $1.11M 0.36% +1,662 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,293 $1.09M <0.01% -1,771 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,467 $1.06M <0.01% -43,880 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,322 $1.06M 0.11% -171 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 32,261 $1.02M 0.01% +7,058 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 30,644 $973K 0.07% +1,530 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,159 $958K 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 28,364 $901K <0.01% -712 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 24,778 $787K 0.05% +12,918 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,098 $765K 0.01% +881 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 23,211 $737K 0.12% -3,353 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,072 $701K 0.07% -24,476 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,093 $670K <0.01% +832 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 20,080 $638K 0.41% +1,270 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 18,123 $575K 0.32% +1,261 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,012 $508K 0.02% -43 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,007 $445K 0.01% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 13,008 $413K 0.07% -13,213 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,428 $395K <0.01% -80 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,009 $381K 0.01% +750 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,911 $378K 0.07% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,368 $329K 0.01% +754 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,233 $324K <0.01% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 10,018 $318K 0.13% -769 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,031 $318K <0.01% -135,436 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,768 $310K 0.03% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 9,667 $307K 0.27% -1,320 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,135 $290K 0.01% +2,603 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,147 $259K <0.01% -8,575 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,687 $244K <0.01% -327 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 7,501 $238K <0.01% -1 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,155 $227K <0.01% -823 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,504 $206K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,589 $145K 0.01% +4,585 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,851 $90.5K <0.01% +2,851 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,041 $64.8K <0.01% +139 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,717 $54.5K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,356 $43.4K <0.01% -583 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,269 $40.3K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $26K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 235 $7.47K <0.01% 0 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 Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 82 $2.6K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $2.54K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $540 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $25 <0.01% 0 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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.