Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,171,057 $42.3M 3.83% -1,236,928 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,078,918 $39M 2.25% +11,453 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 777,789 $28.1M 0.14% +43,865 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 705,858 $25.5M 0.03% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 633,747 $22.9M 0.01% -24,314 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 555,179 $20.1M 1.35% +20,462 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 450,748 $16.3M 0.01% +67,213 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 393,249 $14.2M 3.07% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 314,272 $11.4M 0.02% +12,171 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 310,251 $11.2M <0.01% -220,782 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 258,736 $9.55M 0.02% -17,070 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 245,493 $8.87M 0.09% +5,956 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 237,617 $8.58M 0.34% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 234,876 $8.48M 2.57% +17,650 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 227,135 $8.2M 0.02% 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/ 205,626 $7.43M <0.01% +121,628 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 175,771 $6.35M 2.11% +13,215 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 158,573 $5.73M 0.03% -51,858 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 146,180 $5.28M 0.63% -2,757 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 130,516 $4.71M 0.01% +38,964 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 126,128 $4.56M 0.29% -3,346 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 119,222 $4.35M 0.76% +1,042 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,264 $3.19M <0.01% +5,862 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 83,103 $3M 0.52% +3,313 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 81,438 $2.94M 0.2% +5,270 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 70,781 $2.56M 0.68% +2,719 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,894 $2.45M 0.02% +16,116 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 67,013 $2.42M 0.18% +8,752 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 58,961 $2.14M 0.33% +968 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 58,193 $2.1M 0.33% +1,310 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 56,017 $2.02M 0.23% +9,004 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 51,339 $1.85M 1.02% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 51,096 $1.85M 0.33% +181 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 50,398 $1.82M <0.01% +2,648 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 48,661 $1.76M 0.19% -8,138 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 45,264 $1.63M 0.49% +10,416 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 42,117 $1.52M 0.73% -32,238 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 41,598 $1.5M 0.04% +4,867 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 36,961 $1.34M 1.26% -2,415 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 36,776 $1.33M 0.04% -262 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 36,654 $1.32M <0.01% -6,697 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,486 $1.32M <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,996 $1.23M 0.01% +1,735 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 33,874 $1.22M 0.08% +3,230 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 32,208 $1.16M <0.01% -2,085 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,168 $1.16M 0.08% -1,154 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,159 $1.09M 0.03% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 26,693 $964K 0.05% +1,915 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 24,802 $896K <0.01% -3,562 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,261 $876K 0.01% +163 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 22,186 $801K 0.02% -16,119 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 21,895 $791K 0.45% +1,815 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 23,211 $737K 0.12% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 18,190 $657K 0.34% +67 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 16,107 $582K 0.03% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,770 $570K 0.02% -242 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,146 $511K <0.01% +4,115 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,007 $506K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,763 $461K 0.01% +754 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,428 $449K <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,361 $446K <0.01% -8,732 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,275 $443K 0.04% -9,797 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,903 $394K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,703 $387K 0.02% +1,568 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 10,050 $363K 0.13% +32 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,646 $348K 0.03% -122 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,434 $341K 0.05% -3,574 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,356 $338K <0.01% +1,669 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,954 $251K <0.01% -1,193 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,932 $250K <0.01% -223 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,802 $246K 0.01% +298 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,208 $224K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,140 $222K <0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,857 $212K 0.01% -29,983 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,640 $210K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,565 $128K 0.01% -1,024 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,850 $103K <0.01% -1 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,918 $69.3K <0.01% -123 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,717 $62K 0.03% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,269 $45.8K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,029 $37.2K <0.01% -327 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 900 $32.5K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $29K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 663 $23.9K <0.01% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 440 $15.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 238 $8.59K <0.01% +3 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 225 $8.13K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 141 $5.09K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $2.89K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $615 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $515 <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $28 <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.