Betterment LLC More: the full row for Betterment LLC 937,751 $47.8M 0.09% +105,965 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 717,558 $36.6M 0.5% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 442,405 $22.5M 1.97% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 333,861 $17M 0.02% -4,690 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 307,340 $15.7M 3.06% +35,563 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 264,601 $13.5M <0.01% new 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 264,570 $13.5M 0.08% +166,175 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 177,664 $9.05M 1.27% +164,053 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 163,319 $8.32M 0.01% new 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 142,234 $7.25M 1.69% +5,923 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 122,703 $6.25M 0.84% +27,896 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 122,173 $6.22M 0.19% +33,582 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 104,054 $5.3M 3.19% +17,805 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 100,000 $5.09M 0.24% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 90,482 $4.61M <0.01% +13,674 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 85,564 $4.36M <0.01% +50,007 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 83,878 $4.27M 0.14% +42,256 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 81,954 $4.18M <0.01% +30,912 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 70,441 $3.59M 0.13% +198 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 68,042 $3.47M 0.19% +8,703 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 66,180 $3.37M 0.03% +5,170 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 34,487 $1.76M 0.19% +1,641 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 32,212 $1.64M 0.11% +12,373 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 30,242 $1.54M <0.01% +19,681 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 30,182 $1.54M 0.88% -4,046 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,799 $1.16M 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,409 $938K 0.02% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 16,667 $849K 0.11% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 15,893 $810K 0.37% +13,916 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,452 $736K 0.04% +7,135 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 14,252 $726K 0.19% +3,348 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,088 $721K <0.01% +2,261 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,805 $601K 0.17% +400 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,688 $596K 0.01% +4,370 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 11,270 $574K 0.28% +5,310 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,204 $571K <0.01% +2,404 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,500 $535K 0.13% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,221 $521K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,773 $396K <0.01% +5,516 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,732 $343K 0.04% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,454 $278K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,603 $235K 0.02% -6,337 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,010 $204K 0.08% -488 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,940 $201K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,721 $139K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,769 $90.1K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 67 $3.41K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 57 $2.89K <0.01% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 43 $2.19K <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 $1.99K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 39 $1.99K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13 $662 <0.01% -269 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $41 <0.01% 0 13F-HR Timeline