LPL Financial LLC More: the full row for LPL Financial LLC 616,236 $39.1M 0.02% +29,139 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 597,024 $37.9M 1.54% +66,661 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 595,972 $37.8M 0.09% -3,406 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 501,965 $31.8M 3.54% -41,975 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/ 324,418 $20.6M <0.01% -1,005 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 317,756 $20.2M 4.71% +147,937 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 307,876 $19.5M -596 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 206,580 $13.1M <0.01% -60,601 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 201,911 $12.8M 8.92% +9,263 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 180,658 $11.5M 1.5% +4,989 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 177,532 $11.3M 0.11% +3,038 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 177,532 $11.3M 0.11% +3,038 13F-HR/A Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 174,650 $11.1M 7.07% +14,825 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 168,557 $10.7M 1.2% -4,638 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 166,794 $10.6M 0.33% +1,163 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 159,106 $10.1M <0.01% +42,737 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 146,454 $9.29M 0.77% -11,589 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 139,171 $8.83M 3.84% +1,522 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 130,098 $8.25M 1.38% +6,153 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 117,441 $7.45M 0.01% -1,945 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,805 $6.52M 0.01% +1,637 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 80,409 $5.56M 0.12% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87,145 $5.53M 1.02% +445 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 85,224 $5.41M <0.01% -10,483 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 58,925 $3.74M 0.22% +19,296 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,697 $3.22M 0.01% +26,726 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 49,983 $3.17M 0.1% -1,173 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 47,912 $3.04M 0.01% +22,496 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 46,935 $2.98M 1.05% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 46,027 $2.92M 0.15% +4,726 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37,469 $2.38M 0.1% -1,754 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 36,570 $2.32M 0.58% +1,106 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 30,650 $1.94M 0.05% -2,870 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 29,167 $1.85M 0.03% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,190 $1.79M 0.03% 0 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 25,806 $1.64M 0.59% +3,686 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,754 $1.51M 0.01% -585 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,190 $1.34M 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,761 $936K 0.03% +402 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,518 $921K 0.04% +1,056 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,635 $865K <0.01% -4,139 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,529 $858K <0.01% -79 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,221 $839K <0.01% -21,468 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,480 $792K <0.01% +7 13F-HR/A Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 11,634 $738K 0.01% +35 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,314 $718K 0.01% +1,138 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 10,921 $693K 0.01% -79 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 10,500 $666K <0.01% -8,600 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,646 $612K 0.01% +150 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,432 $598K 0.05% +396 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,597 $567K 0.07% +1,087 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 8,756 $555K 0.11% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,752 $492K <0.01% 0 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,230 $454K 0.08% new 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 6,776 $430K <0.01% -502 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,374 $404K <0.01% +306 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,877 $385K 0.06% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,612 $356K <0.01% -4,167 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 5,961 $353K 0.08% -169 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,000 $317K 0.07% -3,619 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,880 $310K 0.2% -456 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,700 $298K 0.05% -7,890 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,663 $296K 0.12% +10 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,563 $289K 0.17% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,460 $274K 0.01% -7,699 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,866 $245K 0.02% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,740 $237K <0.01% +2,781 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,663 $232K <0.01% +213 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,493 $221K 0.02% +3,489 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,544 $214K 0.01% +6 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,302 $209K <0.01% +186 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,240 $206K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,813 $115K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,393 $88.4K <0.01% +307 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 992 $62.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 750 $47.6K <0.01% -899 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 408 $25.9K <0.01% +69 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $25.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 380 $24.1K <0.01% +1 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 328 $20.8K <0.01% -301 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 303 $18.6K <0.01% +60 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 257 $16.3K <0.01% +141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 253 $16K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 250 $15.9K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 225 $14.3K <0.01% +217 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 218 $13.8K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 194 $12.3K <0.01% -4 13F-HR Timeline CNB Bank More: the full row for CNB Bank 170 $10.8K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 161 $10.2K <0.01% -198 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 125 $7.92K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 64 $4.06K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 60 $3.78K <0.01% +59 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 55 $3.49K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50 $3.17K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42 $2.66K <0.01% -57 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 33 $2.09K <0.01% 0 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $1.9K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27 $1.71K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25 $1.58K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16 $1.01K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $381 <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2 $127 <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,500 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.