Betterment LLC More: the full row for Betterment LLC 791,873 $59.3M 0.12% +29,206 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 715,193 $53.6M 0.02% +67,989 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/ 509,254 $38.1M <0.01% +192,578 13F-HR/A Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 499,941 $37.4M 1.38% -64,948 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 471,318 $35.3M 3.48% +10,547 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 363,166 $27.2M +33,728 Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 278,696 $20.9M 1.52% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 267,045 $20M 4.31% -30,977 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 252,848 $18.9M 0.02% +145,496 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 184,946 $13.9M <0.01% -46,468 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 180,713 $13.5M <0.01% +2,532 13F-HR/A Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 177,946 $13.3M 6.74% +13,214 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 172,625 $12.9M 7.35% +1,875 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 170,651 $12.8M 0.1% -7,194 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 158,635 $11.9M 0.92% -10,007 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 157,999 $11.8M 0.31% -15,627 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 155,015 $11.6M 0.9% +130,145 13F-HR/A Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 153,326 $11.5M 1.57% +4,389 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 148,409 $11.1M 3.13% +14,015 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 145,773 $10.9M 2.49% +1,546 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 140,121 $10.5M 0.71% -3,221 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 123,635 $9.26M 0.01% +1,749 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 109,354 $8.19M 0.89% -467 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 101,865 $7.63M 0.38% -3,841 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 98,656 $7.39M 1.21% +1,820 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 96,981 $7.26M 1.04% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 95,506 $7.15M 0.12% +4,743 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,317 $7.14M <0.01% +5,270 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 78,757 $5.85M 0.01% +28,499 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 60,615 $4.54M 0.2% +12,059 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 40,890 $3.06M 0.64% +2,783 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 39,591 $2.96M 0.11% +1,470 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 37,747 $2.83M 0.13% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 34,110 $2.55M 0.07% -5,056 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,718 $2.3M <0.01% -124 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 29,327 $2.2M 0.03% -618 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,294 $2.12M 0.03% +104 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 27,630 $2.07M 0.04% +1,994 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 26,418 $1.98M 0.23% +16,720 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,204 $1.59M 0.01% -223 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,602 $1.32M <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,505 $1.31M 0.01% -3,685 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,104 $1.28M 0.12% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,842 $1.19M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,842 $1.19M 0.08% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,531 $1.16M 0.04% +45 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 13,748 $1.03M 0.31% -24,861 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 12,612 $945K 0.2% new 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 $929K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,331 $849K 0.02% -1,624 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 11,275 $844K 0.01% -355 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,351 $775K <0.01% -804 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,041 $752K <0.01% -906 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 8,198 $614K 0.04% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,197 $609K 0.05% -1,058 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,752 $581K <0.01% 0 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 7,520 $563K 0.24% +1,140 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,477 $560K <0.01% +7,427 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,318 $548K <0.01% +381 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 6,697 $502K <0.01% -400 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,018 $451K 0.01% -466 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,539 $415K 0.02% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,000 $374K 0.07% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,716 $350K 0.06% -1,128 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,266 $319K <0.01% +456 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,999 $302K 0.01% -80 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,866 $290K 0.02% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,708 $278K <0.01% new 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,560 $267K 0.1% +15 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,516 $261K 0.01% -33 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,473 $260K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,472 $260K 0.02% -21 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,441 $258K 0.12% -212 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,240 $243K 0.01% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,224 $241K 0.05% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,212 $241K <0.01% -272 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,047 $228K 0.02% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,029 $227K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,844 $213K <0.01% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,837 $212K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,804 $210K 0.02% +2,205 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,757 $206K <0.01% -28 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,681 $201K 0.11% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,813 $136K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,243 $93.1K <0.01% +326 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,033 $77.3K <0.01% +642 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 992 $74.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 645 $48.3K <0.01% -20 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 518 $38.8K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 408 $30.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 399 $29.9K <0.01% +357 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 326 $24.4K <0.01% -55 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 305 $22.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 304 $22.7K <0.01% +1 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 218 $16.3K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 187 $14K <0.01% +26 13F-HR/A Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 186 $13.9K <0.01% -10 13F-HR Timeline CNB Bank More: the full row for CNB Bank 170 $12.7K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 134 $10K -551 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $8.69K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 94 $7.04K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 86 $6.44K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $4.34K <0.01% +29 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50 $3.75K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 49 $3.67K <0.01% +16 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 49 $3.67K <0.01% 0 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $2.25K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27 $2.02K <0.01% +11 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27 $2.02K <0.01% -16 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19 $1.42K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10 $759 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8 $603 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $449 <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2 $150 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $75 <0.01% -1 13F-HR Timeline Group