ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,218,488 $60.5M -156,875 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,788,674 $48.8M <0.01% +582,246 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,629,487 $44.5M <0.01% -65,361 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,572,352 $42.9M 0.01% -297,097 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,051,015 $28.7M <0.01% -941 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 944,208 $25.8M 2.68% +121,972 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 918,111 $25M 13.2% +168,634 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 858,878 $23.4M 0.03% +13,779 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 677,805 $18.5M <0.01% -6,503 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 645,345 $17.6M 0.05% -227,492 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 549,906 $15M 0.01% -88,358 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 535,103 $14.6M 0.03% -84,383 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 522,118 $14.2M <0.01% +223,600 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 502,440 $13.7M 0.02% -3,513 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 479,787 $13.1M 2.73% +6,639 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 350,111 $9.55M 1.88% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 271,212 $7.4M 0.02% -10,638 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 260,290 $7.1M 0.58% -12,211 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 245,339 $6.69M 0.6% +4,255 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 173,562 $4.73M 0.27% +6,867 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 165,663 $4.52M 0.01% -2,670 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 163,491 $4.46M 0.01% -2,923 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 160,000 $4.36M <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 153,722 $4.19M -66,160 Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 126,178 $3.44M 2.92% -225,105 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 120,182 $3.28M 0.01% +47,978 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 114,162 $3.11M 0.19% +6,257 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 101,447 $2.77M 1.79% -876 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 85,745 $2.34M 0.11% +8,842 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 77,242 $2.11M 0.02% +1,573 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 74,190 $2.02M 0.37% -110,084 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 69,787 $1.9M 0.09% +11,141 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 59,231 $1.62M 0.01% +3,727 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 50,871 $1.39M 0.13% -31,131 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 45,543 $1.24M 0.11% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 45,274 $1.24M 0.08% +4,632 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 44,407 $1.21M 0.01% +8,251 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,485 $1.21M <0.01% +5,213 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,070 $1.17M <0.01% -5,601 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,477 $995K <0.01% -872 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,446 $912K 0.03% -85,428 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 31,918 $871K 0.18% +7,146 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 31,032 $847K 0.67% +3,137 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 27,560 $752K 0.02% -22,719 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,296 $745K <0.01% -1,774 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,926 $735K 0.01% +795 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,270 $717K <0.01% -75,878 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 25,889 $706K 0.09% +87 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 25,743 $702K <0.01% -466 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 24,321 $656K 0.03% +1,673 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,183 $632K 0.01% +866 13F-HR/A Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 21,755 $594K 0.24% +4,043 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,371 $501K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,698 $483K 0.01% +1,106 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 15,901 $434K 0.08% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 14,640 $385K 0.18% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,283 $362K <0.01% +724 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,504 $341K 0.1% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 11,891 $324K 0.01% -379 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,014 $300K 0.06% -4,285 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,417 $257K 0.01% +772 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 9,035 $246K 0.15% +102 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,920 $243K 0.01% -48,421 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,760 $239K <0.01% -268 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,545 $233K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,213 $224K 0.01% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,740 $211K <0.01% -2,862 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,002 $191K 0.01% +106 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,158 $168K 0.01% -483,994 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,978 $136K <0.01% +328 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,565 $125K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3,695 $101K 0.26% -123 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,580 $97.7K 0.01% +54 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,380 $92.2K <0.01% -38,046 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,704 $73.8K <0.01% -1,352 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,644 $72.1K <0.01% -93 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,949 $53K <0.01% -75,682 13F-HR/A Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,419 $38.7K <0.01% -190 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,397 $38.1K <0.01% -272 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,328 $36.2K <0.01% -818 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,100 $30K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 910 $24.8K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 747 $20.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 605 $16.5K <0.01% +116 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 568 $15.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 498 $14K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 433 $10.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 367 $10K <0.01% -128 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 335 $9.14K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 333 $9.08K <0.01% +232 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 317 $8.65K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 272 $7.41K <0.01% +4 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 175 $4.77K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 147 $3.89K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 127 $3.46K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 97 $2.65K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 85 $2.32K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.