LPL Financial LLC More: the full row for LPL Financial LLC 1,110,966 $101M 0.02% +117,725 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 774,716 $70.7M 0.12% +11,570 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 565,875 $51.6M <0.01% +11,006 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 548,883 $50.1M 4.28% +31,460 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 512,488 $46.8M 1.68% -3,242 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 450,061 $41.1M -13,755 Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 355,873 $32.5M 1.96% +11,836 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 244,937 $22.4M <0.01% +18,207 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 242,768 $22.2M 4.4% -3,522 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 191,659 $17.5M 7.64% +5,362 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 181,978 $16.6M 0.9% +5,889 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 177,580 $16.2M 7.77% +960 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 174,206 $15.9M 0.29% +4,041 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 169,229 $15.4M 1.65% +8,931 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 157,612 $14.4M 3.24% +5,717 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 153,051 $14M 0.83% -3,093 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 148,300 $13.7M 0.72% -2,090 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 130,953 $12M 0.09% -14,474 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 129,983 $11.9M 0.66% -5,686 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 125,967 $11.5M 0.01% -14,042 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 119,712 $10.9M 0.97% +660 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 118,791 $10.8M 0.01% -1,512 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 112,724 $10.3M 0.12% +6,515 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 111,599 $10.2M 0.01% +12,972 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 95,271 $8.69M 0.38% -3,954 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 93,419 $8.53M <0.01% +1,664 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 91,955 $8.39M 0.09% +4,070 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 86,664 $7.91M <0.01% +32,646 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 82,184 $7.5M 0.01% +2,895 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 81,611 $7.45M 0.14% +1,707 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 80,159 $7.32M 0.07% +2,375 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 78,778 $7.19M 1.06% -6,661 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 77,745 $7.1M 0.82% new 13F-HR/A Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 76,174 $6.95M 2.09% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 72,911 $6.65M <0.01% -93,120 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 69,158 $6.31M 0.27% -556 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 65,323 $5.96M 3.12% -1,261 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 64,231 $5.86M 1.39% +1,379 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 55,544 $5.07M 2.91% +6,062 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46,197 $4.22M 0.12% +2,552 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 41,976 $3.83M 0.07% +3,492 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,249 $2.58M 0.08% +12,974 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,068 $2.56M <0.01% +18,623 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 26,662 $2.43M 0.24% -103 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,283 $1.83M <0.01% -2,287 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,210 $1.75M <0.01% +1,333 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,979 $1.64M 0.13% +469 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,899 $1.63M <0.01% +535 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,126 $1.56M 0.02% +228 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,421 $1.5M 0.05% +154 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,778 $1.44M 0.04% -145 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,395 $1.31M 0.01% -350 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,585 $1.24M 0.15% +1,808 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 13,273 $1.21M 0.36% +424 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,746 $1.16M 0.01% +1,094 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 12,612 $1.15M 0.17% 0 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 12,040 $1.1M 0.01% +9,011 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,614 $1.06M <0.01% -11,299 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,140 $1.02M 0.01% 0 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,850 $990K <0.01% +90 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,975 $910K 0.26% -928 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 9,498 $867K 0.3% -50 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,241 $843K +44 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,094 $830K 0.02% -800 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,677 $792K <0.01% +691 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,236 $731K 0.05% +303 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,916 $722K <0.01% -243 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,899 $721K <0.01% +820 13F-HR/A Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,998 $639K 0.08% +6,882 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 6,300 $575K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,862 $535K <0.01% +103 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,000 $456K 0.07% -246 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,349 $397K 0.13% -38 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,223 $385K <0.01% +1,058 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,163 $380K <0.01% +1,432 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,809 $348K 0.01% -24 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,653 $333K 0.05% -702 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,473 $317K <0.01% 0 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,429 $313K 0.1% -235 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,453 $311K <0.01% -65 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,404 $311K <0.01% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,386 $309K <0.01% new 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,385 $309K 0.06% +284 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,276 $299K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,264 $298K <0.01% +901 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,257 $297K 0.02% -609 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,195 $292K 0.02% -257 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,193 $291K <0.01% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,189 $291K 0.04% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,787 $254K 0.11% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,590 $236K 0.02% -56 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,434 $222K <0.01% new 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,349 $214K <0.01% -31,653 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,324 $212K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,271 $207K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,940 $177K <0.01% +143 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,923 $176K 0.01% +658 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,386 $126K <0.01% +506 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,080 $98.6K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,042 $95.1K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,024 $93.5K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 926 $84.5K <0.01% +769 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 830 $75.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 698 $63.7K <0.01% -37 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 636 $57K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 559 $51K 0.01% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 535 $48.8K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 498 $45.4K <0.01% +382 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 461 $42.1K -1,845 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 329 $30K <0.01% +1 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 308 $28.1K <0.01% -7 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 304 $27.7K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 283 $25.8K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 276 $25.2K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 220 $20.1K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 218 $19.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 202 $18.4K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 172 $15.7K <0.01% +54 13F-HR Timeline CNB Bank More: the full row for CNB Bank 170 $15.5K 0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 160 $14.6K 0.01% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 155 $14.1K <0.01% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 148 $13.5K <0.01% +99 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 140 $12.8K <0.01% -4 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 139 $12.7K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 135 $12.3K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 102 $9.31K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 95 $8.71K <0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 78 $7.12K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 65 $5.95K <0.01% +53 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $5.29K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50 $4.56K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 44 $4.01K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 40 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 34 $3.07K <0.01% -6 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $2.74K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27 $2.46K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $1.55K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14 $1.28K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 12 $1.09K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $821 <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $548 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $274 <0.01% new 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2 $183 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $16 <0.01% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 0 $7 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.