Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 29,594,305 $1.73B 3.51% -221,429 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,485,819 $86.9M 0.16% -10,059 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,116,494 $65.3M 3.37% -32,865 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 247,468 $14.5M <0.01% +1,420 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 228,080 $13.3M 0.02% +2,202 13F-HR Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 165,825 $9.7M 2.96% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 152,233 $8.9M 0.01% -4,533 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 142,498 $8.33M <0.01% -42 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 134,080 $7.84M <0.01% -32,787 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 117,398 $7M 0.02% +114,121 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 100,466 $5.88M 0.05% +1,189 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 100,466 $5.88M 2.36% +1,189 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 99,018 $5.79M <0.01% +768 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 92,875 $5.43M <0.01% +2,440 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 81,431 $4.76M 1.92% -17,581 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 70,227 $4.11M 0.08% +244 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 67,030 $3.92M <0.01% +50,264 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 64,026 $3.74M 0.01% -5,549 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 62,534 $3.66M 0.01% +1,338 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 56,670 $3.31M 0.23% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 49,527 $3.26M 0.41% +4,469 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 53,277 $3.12M 0.22% -1,735 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,520 $2.9M <0.01% +37,233 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 47,487 $2.78M 0.05% +162 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,842 $2.15M <0.01% +1,334 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 36,673 $2.14M <0.01% -66,015 13F-HR/A Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 32,891 $1.97M 0.45% -5,904 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 33,694 $1.97M +21,549 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32,448 $1.9M 0.04% +2,192 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,305 $1.83M <0.01% +2,840 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 31,248 $1.83M 0.54% +4,648 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 30,383 $1.78M 0.68% -8,235 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,086 $1.58M <0.01% -209 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 24,908 $1.52M 0.42% +243 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,627 $1.44M 0.01% -809 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 23,955 $1.4M 0.63% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 23,848 $1.39M 6.17% -563,274 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,365 $1.31M 0.04% -984 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,947 $1.28M 0.02% -6,083 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,823 $1.28M <0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 20,725 $1.21M 0.03% +13,792 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 20,600 $1.2M 0.79% +140 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20,513 $1.2M 0.18% -241 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,977 $1.05M <0.01% +14,536 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,760 $1.04M <0.01% -755 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,331 $838K 0.01% +1,848 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,458 $787K <0.01% -1,306 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,663 $741K <0.01% -1,346 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,462 $729K <0.01% +2,787 13F-HR Timeline Group Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 11,191 $654K 0.24% -287 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,804 $632K <0.01% +1,402 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 10,786 $631K 0.11% -128 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,379 $607K <0.01% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,252 $600K 0.01% -290 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,683 $566K <0.01% +805 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,588 $561K 0.02% +1,647 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,345 $546K 0.01% +395 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,757 $512K 0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,530 $499K <0.01% -63 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,470 $495K 0.07% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,378 $489K <0.01% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 8,053 $471K 0.06% +147 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,890 $461K 0.1% +3,795 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,209 $422K <0.01% -276 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,177 $420K <0.01% -30,848 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 7,130 $417K 0.19% +183 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 6,670 $390K <0.01% +1,576 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,265 $366K 0.03% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,016 $352K 0.25% -678 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,731 $340K <0.01% +417 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,778 $338K 0.11% +1,829 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,648 $330K 0.01% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,550 $325K 0.16% +6 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,334 $312K <0.01% new 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 4,812 $281K 0.15% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,449 $260K <0.01% -4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,143 $242K 0.01% -12 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,894 $228K <0.01% 0 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,776 $221K 0.06% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,152 $210K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,583 $210K <0.01% +84 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,553 $208K 0.1% -115 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,400 $199K 0.18% -94 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,286 $192K <0.01% -14 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,860 $167K <0.01% +32 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,788 $163K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,981 $116K <0.01% -10 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,839 $108K <0.01% -2,760 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,636 $95.7K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,463 $86K 0.01% +81 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,423 $83.2K <0.01% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,408 $82.3K <0.01% +203 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,355 $79.2K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,280 $71.7K <0.01% +1,076 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,189 $69.5K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,176 $68.8K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 940 $55K <0.01% +917 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 889 $52K <0.01% +89 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 766 $44.8K <0.01% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 703 $41.1K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 674 $39.4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 559 $32.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 500 $29.2K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $29.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 491 $29K <0.01% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 437 $25.6K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 423 $24.7K <0.01% -7 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 400 $23.4K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 393 $23K 0.01% -31 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 375 $21.9K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 351 $20.5K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 350 $20.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 329 $19.2K <0.01% +8 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 276 $16.1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 272 $15.9K <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 250 $14.4K <0.01% +111 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 255 $14K <0.01% -94 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 215 $12.6K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 200 $11.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 195 $11.4K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 195 $11.4K 0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 184 $10.7K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 184 $10.7K <0.01% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 160 $9.36K <0.01% -176 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 157 $9.18K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 156 $9.13K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 132 $7.72K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 110 $6.52K <0.01% +60 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 94 $6.01K <0.01% +1 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 97 $5.67K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 90 $5.26K <0.01% -106 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 69 $4.04K <0.01% new 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 63 $3.68K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $2.96K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 49 $2.87K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47 $2.75K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 45 $2.63K <0.01% +28 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 34 $1.99K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 32 $1.87K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27 $1.59K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 26 $1.52K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26 $1.52K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 25 $1.46K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24 $1.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18 $1.01K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 21 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3 $178 <0.01% -61 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3 $169 <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.