Betterment LLC More: the full row for Betterment LLC 1,004,401 $51.7M 0.09% +66,650 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 854,388 $43.9M 0.52% +136,830 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 497,558 $25.6M 1.99% +55,153 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 362,252 $18.6M 0.02% +28,391 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 348,570 $17.9M 3.33% +41,230 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 288,016 $14.8M <0.01% +23,415 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 282,139 $14.5M 0.08% +17,569 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 220,569 $11.3M 1.45% +42,905 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 174,326 $8.98M <0.01% +88,762 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 171,806 $8.84M 0.04% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 159,690 $8.21M 0.97% +36,987 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 157,167 $8.08M 1.53% +14,933 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 145,529 $7.49M 0.19% +23,356 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 111,366 $5.73M 2.95% +7,312 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 98,419 $5.06M <0.01% +7,937 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 74,142 $3.81M 0.19% +6,100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 71,742 $3.69M 0.12% +1,301 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 69,085 $3.55M 0.03% +2,905 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 67,742 $3.48M 0.21% +35,530 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 64,226 $3.3M <0.01% +33,984 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 50,300 $2.59M 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 45,776 $2.35M 0.74% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 44,732 $2.3M 0.87% +28,839 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 27,121 $1.4M 0.11% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 26,848 $1.38M 0.07% +12,396 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,101 $1.34M 0.01% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 22,939 $1.18M 0.59% -7,243 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,799 $1.17M <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,504 $1.05M <0.01% -61,450 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,949 $1.03M 0.02% +1,540 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,730 $912K 0.22% +5,925 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 17,361 $893K 0.21% +3,109 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 17,116 $880K 0.1% +449 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,838 $866K 0.01% +2,750 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,648 $651K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,443 $640K <0.01% +1,239 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 11,880 $611K 0.24% +610 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,688 $596K 0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,850 $558K 0.11% +350 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,246 $527K <0.01% +25 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,912 $510K <0.01% new 13F-HR Timeline Group Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 9,616 $495K 0.28% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,348 $481K 0.04% +2,616 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 7,995 $411K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,416 $381K <0.01% -357 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,368 $379K 0.01% +1,914 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,457 $332K 0.04% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,413 $330K 0.19% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,288 $323K 0.06% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,895 $303K 0.02% +1,955 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,511 $283K <0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,587 $236K 0.02% -16 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,157 $214K 0.03% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,032 $207K 0.06% +22 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,000 $206K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,917 $150K <0.01% +196 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,046 $53.8K <0.01% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 719 $37K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 204 $10.5K <0.01% +165 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 43 $2.21K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $42 <0.01% 0 13F-HR Timeline