Betterment LLC More: the full row for Betterment LLC 831,786 $42.6M 0.08% +55,894 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 338,551 $17.3M 0.02% -9,744 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 271,777 $13.9M 2.66% +115,165 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 136,311 $6.98M 1.7% +56,673 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 98,395 $5.04M 0.03% new 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 94,807 $4.85M 0.66% +78,279 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 88,591 $4.53M 0.15% +15,399 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 86,249 $4.42M 2.78% +36,450 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 76,808 $3.93M <0.01% +29,966 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 70,243 $3.6M 0.13% +1,455 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 61,010 $3.12M 0.03% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 59,339 $3.04M 0.18% -3,101 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 51,042 $2.61M <0.01% +33,196 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 41,622 $2.13M 0.07% -60,263 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35,557 $1.82M <0.01% -1,902 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 34,228 $1.75M 1% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 32,846 $1.68M 0.19% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,799 $1.17M 0.01% +1,652 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 19,839 $1.02M 0.07% +11,762 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 13,611 $697K 0.1% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,827 $605K <0.01% new 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,405 $584K 0.17% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,940 $560K 0.04% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 10,904 $558K 0.21% -451 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 10,561 $541K <0.01% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,500 $537K 0.13% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,800 $450K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,318 $375K 0.01% new 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,317 $375K 0.02% +2,987 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,960 $305K 0.16% 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,498 $230K 0.09% 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,653 $136K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,257 $116K <0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,977 $101K 0.05% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 282 $14.4K <0.01% -286 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/ 272 $13.9K <0.01% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 43 $2.2K <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. 39 $2K <0.01% new 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $51 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $28 <0.01% new 13F-HR Timeline