LPL Financial LLC More: the full row for LPL Financial LLC 993,241 $74M 0.02% +72,534 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 763,146 $56.9M 0.11% -29,227 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/ 554,869 $41.4M <0.01% -4,368 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 517,423 $38.6M 3.68% +3,893 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 515,730 $38.4M 1.55% +26,790 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 463,816 $34.6M +104,844 Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 344,037 $25.6M 1.73% +75,744 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 246,290 $18.4M 3.97% -22,296 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 226,730 $16.9M <0.01% +49,370 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 186,297 $13.9M 6.46% +6,295 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 176,620 $13.2M 6.94% -170 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 176,089 $13.1M 0.9% +10,811 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 170,165 $12.7M 0.26% +8,733 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 166,031 $12.4M <0.01% -13,356 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 160,298 $11.9M 1.53% +3,678 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 156,144 $11.6M 0.86% -1,423 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 151,895 $11.3M 3.14% -4,081 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 150,390 $11.2M 0.79% +5,304 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 145,427 $10.8M 0.09% -21,784 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 140,009 $10.4M 0.01% +4,637 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 135,669 $10.1M 0.65% -569 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 120,303 $8.97M 0.01% +9,798 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 119,052 $8.87M 0.92% +1,605 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 106,209 $7.92M 0.12% +8,423 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 99,225 $7.4M 0.35% -514 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,627 $7.35M 0.01% +10,332 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,755 $6.84M <0.01% +4,819 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 87,885 $6.55M 0.08% +27,322 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85,439 $6.37M 1% -4,033 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 79,904 $5.96M 0.14% +13,974 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 79,289 $5.91M 0.01% +6,374 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 77,784 $5.8M 0.06% -5,625 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 69,714 $5.2M 0.23% +5,552 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 66,584 $4.96M 2.73% -1,024 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 62,852 $4.68M 1.13% +15,557 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,018 $4.03M <0.01% +33,317 13F-HR/A Timeline Group Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 49,482 $3.69M 2.63% +7,477 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43,645 $3.25M 0.11% +2,471 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 38,484 $2.87M 0.06% +3,336 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,619 $2.73M 0.12% +546 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,002 $2.53M 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 26,765 $2M 0.22% +627 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,913 $1.71M 0.01% -365 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,570 $1.7M <0.01% -9,113 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,380 $1.37M 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,877 $1.33M <0.01% +2,116 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,510 $1.31M 0.12% +99 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,364 $1.29M <0.01% +9,812 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,898 $1.28M 0.03% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,267 $1.21M 0.04% +374 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,923 $1.19M 0.04% -2,526 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,275 $1.14M 0.04% +4,498 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,745 $1.1M 0.01% -1,440 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 12,849 $958K 0.3% -571 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 12,612 $940K 0.19% 0 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,777 $878K 0.12% -95,070 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,652 $869K 0.01% +1,247 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 11,140 $830K 0.01% -135 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,903 $813K 0.27% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,760 $802K <0.01% +580 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,894 $738K 0.02% -244 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 9,548 $712K 0.28% +1,013 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,445 $704K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,197 $686K +999 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,086 $677K <0.01% +842 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,933 $660K 0.05% +799 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 8,159 $608K <0.01% +1,659 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,986 $595K <0.01% +3,341 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,079 $528K <0.01% -2,901 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,300 $470K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,759 $429K <0.01% -478 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,246 $391K 0.07% +246 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,387 $327K 0.11% +9 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,387 $327K 0.11% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,355 $325K 0.05% -44 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,518 $291K <0.01% +1 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,866 $288K 0.02% 0 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,833 $286K 0.01% -100 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,664 $273K 0.09% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,473 $259K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,452 $257K 0.02% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,404 $254K <0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,193 $238K <0.01% -2,678 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,189 $238K 0.04% -35 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,165 $236K <0.01% -16,707 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,130 $233K 0.01% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,101 $231K 0.05% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,029 $226K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,731 $204K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,646 $197K 0.02% -12 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,363 $176K <0.01% +845 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,306 $172K new Timeline MAI Capital Management More: the full row for MAI Capital Management 1,813 $135K <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 1,797 $134K <0.01% -203 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,265 $94.4K 0.01% +652 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,080 $80.5K <0.01% 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,042 $77.7K <0.01% +50 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 880 $63.8K <0.01% -112 13F-HR/A Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 830 $61.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 735 $54.8K <0.01% +90 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 636 $53.7K 0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 559 $41.7K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 535 $39.9K <0.01% +127 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 328 $24.5K <0.01% +1 13F-HR/A Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 315 $23.5K <0.01% +9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 304 $22.7K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 283 $21.1K 0.02% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 276 $20.6K <0.01% new 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 ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 202 $15K <0.01% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 170 $12.7K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 157 $11.7K <0.01% -1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 154 $11.5K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 144 $10.7K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 118 $8.83K <0.01% +66 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $8.65K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 116 $8.65K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 102 $7.6K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 78 $5.82K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $4.32K <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 $3.73K <0.01% -25 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 49 $3.65K <0.01% -203 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 40 $2.98K <0.01% -10 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 38 $2.84K <0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $2.24K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 27 $2.01K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27 $2.01K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22 $1.61K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $1.27K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14 $1.04K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 12 $913 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10 $756 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $447 <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2 $149 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 0 $12 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios.