HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,204,327 $49.9M 0.05% -46,929 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,102,216 $45.6M 0.16% -35,076 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,054,409 $43.7M 2.25% -23,998 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 867,403 $35.9M 2.01% +5,366 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 711,440 $29.5M 0.01% +45,287 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/ 661,576 $27.4M <0.01% +134,655 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 438,090 $18.1M 0.02% +2,964 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 435,785 $18M 0.98% +62,322 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 393,249 $15.1M 2.71% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 331,017 $13.7M <0.01% +17,759 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 324,512 $13.4M 0.09% new 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 314,051 $13M 0.1% +104,188 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 281,197 $12.8M 0.36% +6,990 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 287,006 $11.9M 3.25% +1,499 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 285,326 $11.8M 0.01% -6,412 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 227,135 $9.41M 0.02% 0 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 210,270 $8.71M 9.06% -21,856 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 184,292 $7.63M 0.01% -9,030 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 178,367 $7.39M 1.89% -10,668 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 161,560 $6.73M 0.01% -82,197 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 161,387 $6.68M 4.81% +5,472 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 147,079 $6.09M 0.66% +216 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 140,637 $5.82M 0.01% +26,388 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 140,527 $5.82M 4.73% -1,047 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 135,360 $5.61M 2.36% +10,428 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 129,723 $5.37M 2.8% -1,542 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 122,585 $5.08M 0.27% +1,301 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 116,038 $4.79M 0.74% -1,822 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 111,115 $4.6M 0.57% +4,504 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 102,089 $4.23M 0.22% +5,348 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 74,049 $3.07M 0.69% -1,290 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,026 $3.06M 0.01% +60,577 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 70,306 $2.91M <0.01% -1,071 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 65,682 $2.72M 0.35% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 64,229 $2.66M 0.15% +3,714 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 60,974 $2.52M -448 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,219 $2.27M 0.01% -3,347 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 54,729 $2.27M 0.39% +475 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 54,024 $2.24M <0.01% -2,833 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48,365 $2M 0.13% +321 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,132 $1.79M <0.01% +5,044 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 42,812 $1.77M 0.01% +8,784 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 42,310 $1.75M 0.01% +3,726 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 41,953 $1.74M 0.47% -22 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 39,198 $1.62M 0.06% new 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 38,717 $1.6M 0.05% +313 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 38,642 $1.6M 0.02% new 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 36,832 $1.53M 0.87% +71 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 35,445 $1.47M 0.04% +3,895 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,298 $1.34M 0.04% +1,423 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32,033 $1.33M 0.02% new 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 29,534 $1.22M 0.69% -4,736 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 25,862 $1.14M 0.14% -20,306 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,285 $1.05M 0.01% +912 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,752 $1.02M 0.03% +13,666 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 22,560 $934K 0.5% -228 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,388 $927K <0.01% -1,522 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 22,382 $927K 0.03% +10,051 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 22,758 $872K 0.13% +1,512 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 20,776 $860K 0.01% +314 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 18,710 $775K 0.47% +412 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,045 $706K +11,099 Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 16,594 $687K 0.03% -1,212 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,536 $685K 0.07% -10,207 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 14,494 $658K 0.52% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,616 $605K 0.03% +2,566 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,368 $595K <0.01% +1,940 13F-HR Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 14,054 $582K 0.06% +340 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,890 $534K 0.01% +70 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,940 $494K <0.01% +1,831 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,697 $484K <0.01% -3,098 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 10,728 $444K 0.02% -23,146 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,226 $382K 0.02% +2,406 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,284 $343K 0.03% -613 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,754 $280K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,563 $272K 0.01% +695 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,415 $266K 0.01% -3,261 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,379 $264K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6,332 $262K 0.14% +639 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,621 $233K 0.02% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,371 $222K 0.04% -48 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,104 $211K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,611 $150K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,717 $71.1K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,686 $69.8K <0.01% +9 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,389 $57.7K <0.01% +360 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,332 $55.2K <0.01% -7,799 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,195 $49.5K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,068 $44.2K <0.01% +88 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 813 $33.7K <0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 800 $33.1K <0.01% -100 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 355 $14.7K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 323 $13.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 249 $10.3K <0.01% +2 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 224 $9.28K 0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 141 $5.84K <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. 118 $4.9K <0.01% +1 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 100 $4.14K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $3.31K <0.01% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 43 $1.78K <0.01% 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $704 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 9 $381 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $132 <0.01% -1 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $32 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.