LPL Financial LLC More: the full row for LPL Financial LLC 920,707 $69.6M 0.02% +205,514 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 792,373 $59.9M 0.11% +500 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/ 559,237 $42.3M <0.01% +49,983 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 513,530 $38.8M 3.67% +42,212 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 488,940 $37M 1.39% -11,001 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 358,972 $27.1M -4,194 Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 268,586 $20.3M 4.26% +1,541 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 268,293 $20.3M 1.39% -10,403 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 180,002 $13.6M 6.43% +2,056 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 179,387 $13.6M <0.01% -5,559 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 177,360 $13.4M <0.01% -3,353 13F-HR/A Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 176,790 $13.4M 7.19% +4,165 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 167,211 $12.6M 0.09% -3,440 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 165,278 $12.5M 0.84% +10,263 13F-HR/A Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 155,976 $12.3M 3.06% +7,567 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 161,432 $12.2M 0.27% +3,433 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 157,567 $11.9M 0.89% -1,068 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 156,620 $11.8M 1.58% +3,294 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 145,086 $11M 1.53% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 136,238 $10.3M 0.66% -3,883 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 135,372 $10.2M 0.01% +11,737 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 117,447 $8.88M 0.92% +8,093 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,505 $8.36M 0.01% -142,343 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 106,847 $8.08M 1.1% +9,866 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 99,739 $7.99M 0.37% -2,126 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 97,786 $7.4M 0.11% +2,280 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 89,472 $6.77M 1.07% -9,184 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88,295 $6.68M 0.01% +9,538 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 86,936 $6.58M <0.01% -8,381 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,409 $6.31M 0.09% +67,567 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 72,915 $5.51M 0.01% +69,207 13F-HR/A Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 71,265 $5.39M 2.08% 13F-HR/A Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 67,608 $5.11M 2.85% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 65,930 $4.99M 0.24% +50,088 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 64,162 $4.85M 0.2% +3,547 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 60,563 $4.58M 0.06% +32,269 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 47,295 $3.58M 0.73% +6,405 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 42,005 $3.18M 2.47% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,174 $3.11M 0.11% +1,583 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,073 $2.73M 0.12% -1,674 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 35,148 $2.66M 0.05% +7,518 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,683 $2.48M <0.01% +965 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,749 $2.4M <0.01% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 26,138 $1.98M 0.23% -280 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,278 $1.76M 0.01% +2,074 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,701 $1.57M <0.01% +19,668 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,872 $1.5M <0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,449 $1.4M 0.04% -15,661 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,411 $1.32M 0.12% +307 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,898 $1.28M 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,185 $1.22M 0.01% -1,320 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,893 $1.2M 0.05% +362 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,761 $1.19M <0.01% +3,355 13F-HR/A Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 13,420 $1.01M 0.31% -328 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 12,612 $954K 0.22% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 11,275 $853K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,777 $815K 0.03% +5,238 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,405 $787K 0.01% new 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,180 $770K <0.01% -171 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,138 $767K 0.02% -1,193 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,980 $758K <0.01% -61 13F-HR/A Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 8,535 $646K 0.26% +1,015 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,244 $624K <0.01% +767 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 $620K 0.04% 0 13F-HR Timeline Group 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 Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,134 $573K 0.05% -1,063 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,552 $571K <0.01% +234 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 6,500 $492K <0.01% -197 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,237 $472K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,871 $444K 0.01% -147 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,000 $378K 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,645 $351K <0.01% +379 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,399 $345K 0.06% -317 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,378 $331K 0.12% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,933 $297K 0.01% -66 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,866 $292K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,664 $277K 0.1% +104 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,517 $266K 0.01% +1 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,473 $263K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,452 $261K 0.02% -20 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,310 $249K 0.1% -131 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,224 $244K 0.04% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,130 $237K 0.01% -110 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,837 $215K 0.01% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 2,834 $214K 2.6% -142,939 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,777 $210K <0.01% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,658 $201K 0.02% -146 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,000 $151K <0.01% +1,601 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,813 $137K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,518 $115K <0.01% +275 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 992 $75K <0.01% +805 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 992 $75K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 830 $62.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 645 $48.8K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 613 $46.4K <0.01% +95 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 468 $35.4K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 408 $30.9K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 394 $29.8K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 327 $24.8K <0.01% +1 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 306 $23.1K <0.01% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 304 $23K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 252 $19.1K <0.01% +203 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 218 $16.5K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 190 $14.4K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 170 $12.9K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 158 $11.9K <0.01% +64 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 154 $11.6K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 130 $10K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $8.77K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MASECO LLP More: the full row for MASECO LLP 78 $5.89K <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/ 75 $5.67K <0.01% +25 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $4.39K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 52 $3.93K <0.01% +25 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 50 $3.78K <0.01% +1 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $2.27K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27 $2.04K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $1.29K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10 $767 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $454 <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2 $151 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 0 $68 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $16 <0.01% new 13F-HR Timeline