Betterment LLC More: the full row for Betterment LLC 762,667 $52.3M 0.11% +166,695 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 647,204 $44.4M 0.01% +30,968 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 564,889 $38.8M 1.44% -32,135 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 460,771 $31.6M 3.24% -41,194 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 329,438 $22.6M +21,562 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 316,676 $21.7M <0.01% -7,742 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 298,022 $20.4M 4.17% -19,734 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 231,414 $15.9M 0.01% +24,834 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 178,181 $12.2M <0.01% +19,075 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 177,845 $12.2M 0.1% +313 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 173,626 $11.9M 0.34% +6,832 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 170,750 $11.7M 7.12% -3,900 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 168,642 $11.6M 1% +85 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 164,732 $11.3M 6.84% -37,179 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 148,937 $10.2M 1.53% +18,839 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 144,227 $9.9M 2.59% +5,056 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 143,342 $9.83M 0.74% -3,112 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 134,394 $9.22M 2.91% +108,588 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 121,886 $8.36M 0.01% +4,445 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 109,821 $7.53M 0.89% -70,837 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,352 $7.37M 0.01% +4,547 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 105,706 $7.25M 0.39% +46,781 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 96,836 $6.64M 1.14% +9,691 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 90,763 $6.23M 0.12% +10,354 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,047 $6.18M <0.01% +4,823 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,258 $3.45M 0.01% +37,037 13F-HR/A Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 48,556 $3.33M 0.15% +2,529 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,166 $2.69M 0.08% -10,817 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 38,609 $2.65M 0.86% -8,326 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 38,121 $2.62M 0.11% +652 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 38,107 $2.62M 0.53% +1,537 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,842 $2.18M <0.01% -17,070 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 29,945 $2.05M 0.03% +778 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,190 $1.93M 0.03% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25,636 $1.76M 0.04% -5,014 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 24,870 $1.71M 0.15% new 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,427 $1.47M 0.01% -2,327 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,190 $1.45M 0.01% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,104 $1.17M 0.12% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,486 $1.06M 0.04% +968 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,955 $889K 0.02% -1,806 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,406 $851K <0.01% -74 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 11,630 $798K 0.01% -4 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,155 $765K <0.01% -2,480 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,947 $751K <0.01% -2,582 13F-HR/A Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,698 $665K 0.09% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,255 $648K 0.07% -342 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 8,198 $562K 0.04% -1,234 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,752 $532K <0.01% 0 13F-HR Timeline Group 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 7,097 $487K <0.01% +321 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,937 $476K <0.01% +563 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,484 $445K 0.01% -4,830 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 6,380 $438K 0.22% +1,817 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,844 $401K 0.08% -117 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,000 $343K 0.07% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,303 $295K 0.01% -5,343 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,079 $286K 0.01% -381 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,866 $265K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,810 $261K <0.01% +147 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,653 $253K 0.13% -1,227 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,600 $247K 0.04% -1,100 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,549 $247K 0.01% +5 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,590 $246K 0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,545 $243K 0.1% -1,118 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,484 $239K <0.01% +182 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,493 $239K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,240 $222K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,047 $209K 0.02% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,029 $208K 0.04% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,000 $206K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,785 $191K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,813 $124K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 992 $68.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 917 $62.9K <0.01% -476 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 685 $47K new Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 665 $45.6K <0.01% -85 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 599 $41.1K <0.01% +199 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 408 $28K <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 391 $26.8K <0.01% +331 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 381 $26.1K <0.01% +1 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 303 $20.8K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 218 $15K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 196 $13.5K <0.01% -132 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 194 $13.3K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 170 $11.7K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 161 $11K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 133 $9.12K <0.01% -3,607 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $7.96K <0.01% -141 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 94 $6.45K <0.01% +30 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50 $3.43K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 49 $3.36K <0.01% -176 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 50 $3K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $2.95K <0.01% +16 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42 $2.88K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 33 $2.26K <0.01% 0 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $2.06K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29 $1.99K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16 $1.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8 $550 <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $412 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $137 <0.01% new 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2 $137 <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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.