HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,251,256 $48M 0.05% +83,675 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,137,292 $43.6M 0.16% +233,971 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,078,407 $41.3M 2.2% +9,964 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 862,037 $33M 1.93% +84,773 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 666,153 $25.5M 0.01% +25,180 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/ 526,921 $20.2M <0.01% +101,429 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 435,126 $16.7M 0.02% -61,138 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 393,249 $15.1M 2.99% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 373,463 $14.3M 0.78% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 313,258 $12M <0.01% -945 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 291,738 $11.2M 0.01% +10,024 13F-HR/A Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 285,507 $10.9M 2.83% +5,993 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 274,207 $10.5M 0.45% +21,621 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 243,757 $9.6M 0.01% -4,712 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 232,126 $8.9M 10.09% 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 227,135 $8.71M 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 209,863 $8.04M 0.1% -7,849 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 193,322 $7.41M 0.01% +15,816 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 189,035 $7.25M 2.08% -196 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 155,915 $5.98M 4.35% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 146,863 $5.63M 0.61% +570 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 141,574 $5.43M 4.56% 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 131,265 $5.03M 2.4% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 117,860 $4.94M 0.76% -970 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 124,932 $4.79M 2.21% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 121,284 $4.65M 0.26% -3,450 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 114,249 $4.38M 0.01% +11,991 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 106,611 $4.09M 0.52% +12,174 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 96,741 $3.71M 0.2% +8,437 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 75,339 $2.89M 0.69% +4,193 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 71,377 $2.74M <0.01% +410 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,566 $2.4M 0.02% -4,354 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 61,422 $2.35M 0.15% -3,216 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 60,515 $2.32M 0.13% +1,328 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 56,857 $2.18M <0.01% -5,423 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 54,254 $2.08M 0.36% +8,631 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48,044 $1.84M 0.12% -1,963 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 46,168 $1.84M 0.23% -5,913 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 41,975 $1.61M 0.43% -487 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 38,584 $1.48M 0.01% +1,316 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 38,404 $1.47M 0.05% +1,080 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 38,088 $1.46M <0.01% +1,624 13F-HR Timeline Group Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 36,761 $1.41M 0.88% 13F-HR/A Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 34,270 $1.31M 0.62% +2,389 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 34,028 $1.3M 0.01% +7,117 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 33,874 $1.3M 0.07% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 33,381 $1.28M 0.69% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 31,550 $1.21M 0.04% -228 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,875 $1.18M 0.03% +78 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 26,743 $1.03M 0.11% -9,203 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,373 $934K 0.01% +114 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,910 $916K <0.01% -622 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 22,788 $873K 0.47% +348 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 21,246 $790K 0.11% -1,789 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 20,462 $784K 0.01% 13F-HR/A Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 18,298 $701K 0.4% -8,249 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 17,806 $683K 0.03% +519 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 15,749 $604K 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,795 $567K <0.01% -6,248 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,714 $526K 0.06% +551 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,449 $515K <0.01% +43 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,820 $491K 0.01% -39 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,428 $476K <0.01% 0 13F-HR/A Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,331 $473K 0.02% +808 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,050 $462K 0.02% +4,784 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,086 $425K 0.01% -4,391 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,109 $387K <0.01% -5,425 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 9,679 $371K 0.02% -19,335 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,676 $371K 0.02% +242 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,131 $350K <0.01% +330 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,897 $341K 0.03% -3,228 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,539 $327K <0.01% +200 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,066 $271K 0.01% +160 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,820 $261K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,946 $228K <0.01% -251 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,868 $225K <0.01% +10 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,693 $218K 0.12% 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,621 $215K 0.01% -236 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,419 $208K 0.04% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,871 $71.7K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,717 $65.8K 0.03% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,702 $65.2K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,677 $64.3K <0.01% +45 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,269 $48.6K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,029 $39.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 980 $37.5K <0.01% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 900 $34.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $31K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 325 $12.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 323 $12.4K <0.01% -3,499 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 247 $9.47K <0.01% +6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 141 $5.41K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 117 $4.51K <0.01% new 13F-HR/A Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 100 $3.83K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $3.07K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 62 $2.38K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $652 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 9 $420 <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $157 <0.01% -8 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $30 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.