ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,375,363 $61.5M +140,233 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,869,449 $48.4M 0.02% -13,863 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,694,848 $43.9M <0.01% +238,049 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/ 1,206,428 $31.2M <0.01% +113,568 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,051,956 $27.2M <0.01% +65,155 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 872,837 $22.6M 0.08% -11,387 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 845,099 $21.9M 0.03% +4,908 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 822,236 $21.3M 2.32% -31,425 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 749,477 $19.4M 11.91% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 684,308 $17.7M <0.01% -133,234 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 638,264 $16.5M 0.01% -84,911 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 619,486 $16M 0.04% +158,585 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 505,953 $13.1M 0.03% +15,463 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 490,152 $12.7M 1.09% +10,716 13F-HR/A Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 473,148 $12.2M 2.67% +19,211 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 351,283 $9.09M 9.08% +18,626 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 350,111 $9.06M 1.81% -13,200 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 298,518 $7.73M <0.01% -85,718 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 281,850 $7.3M 0.02% -1,053 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 272,501 $7.05M 0.63% +53,025 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 241,084 $6.24M 0.63% +31,757 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 219,882 $5.69M -28,343 Timeline TSFG, LLC More: the full row for TSFG, LLC 184,274 $4.77M 0.98% -102,164 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 168,333 $4.36M 0.01% +914 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 166,695 $4.32M 0.27% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 166,414 $4.31M 0.01% +5,377 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 118,874 $3.08M 0.13% +79,495 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 107,905 $2.79M 0.19% +11,892 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 102,323 $2.65M 1.93% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 102,148 $2.64M <0.01% -156,090 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 82,002 $2.12M 0.22% -62,761 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,631 $2.01M <0.01% +5,399 13F-HR/A Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 76,903 $1.99M 0.1% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 75,669 $1.96M 0.02% -339 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 72,204 $1.87M <0.01% -232,432 13F-HR/A Timeline Group JB Capital LLC More: the full row for JB Capital LLC 58,646 $1.52M 0.08% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 57,341 $1.49M 0.08% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 55,504 $1.44M 0.01% -55,053 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 50,279 $1.3M 0.02% -60,161 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,671 $1.26M <0.01% -4,985 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 41,426 $1.07M <0.01% -37,427 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 40,642 $1.05M 0.08% +7,934 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,272 $1.02M <0.01% +17,640 13F-HR/A Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 38,242 $990K 0.34% +7,549 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,349 $967K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 36,156 $936K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,070 $753K <0.01% -30,919 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 27,895 $722K 0.61% -363 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,209 $679K <0.01% +7,251 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,131 $677K 0.01% -560 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 25,802 $668K 0.09% +2,595 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 24,772 $641K 0.2% +13,218 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 22,648 $588K 0.04% -2,429 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,317 $578K 0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 22,317 $578K 0.01% new 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 20,240 $524K 0.12% +1,072 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,103 $495K 0.05% -10,151 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,371 $476K <0.01% 0 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 17,712 $459K 0.22% +1,102 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,592 $430K 0.01% +3,759 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 15,901 $412K 0.09% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 15,299 $396K 0.1% +1,717 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 14,640 $379K 0.19% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,559 $325K <0.01% +602 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,270 $318K 0.01% +451 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,174 $315K 0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 11,800 $306K 0.1% -35,439 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,602 $274K 0.01% +220 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,028 $234K <0.01% +306 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 8,933 $231K 0.15% +15 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,774 $227K 0.09% +339 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,645 $224K 0.01% -11,511 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,545 $221K <0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,896 $179K 0.01% +59 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,650 $120K <0.01% -113,007 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,056 $105K <0.01% +2,704 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3,818 $98.8K 0.3% +142 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,526 $91.3K 0.01% +1,725 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,737 $70.9K <0.01% +250 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,146 $55.5K <0.01% -161 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,669 $43.2K <0.01% -139 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,609 $41.8K 0.01% -277 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,298 $33.6K 0.01% +287 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,100 $28.5K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 910 $23.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 747 $19.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 621 $15.8K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 568 $14.7K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 498 $13K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 495 $12.8K <0.01% -991 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $12.7K <0.01% -6 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 433 $11.2K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 428 $11.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 317 $8.21K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 268 $6.95K <0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 119 $3.08K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 101 $2.61K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 97 $2.51K <0.01% -5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 85 $2.2K <0.01% -1,465 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -11,832 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.