STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 6,723,131 $193M 0.01% +1,563,197 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,375,120 $68M +562,061 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,474,415 $42.2M 0.01% +722,549 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 931,544 $26.7M 0.06% +350,070 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 431,095 $12.4M 0.75% +1,415 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 373,789 $10.7M 0.82% +133,145 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 347,300 $9.95M 0.08% +57,457 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 237,227 $6.8M 1.49% +104,144 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 187,873 $5.38M 0.05% +2,805 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 185,067 $5.3M 0.01% +15,371 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 174,533 $5M 1.95% +87,518 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 153,938 $4.41M <0.01% -41,166 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 137,719 $3.95M 0.51% -1,187 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 124,784 $3.58M 0.31% +51,368 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 116,345 $3.33M 1.27% +58,401 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,467 $3.28M 0.01% +20,719 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 112,015 $3.21M 0.29% +52,318 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 108,952 $3.12M 1.96% +12,277 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 100,778 $2.89M <0.01% +54,688 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 100,655 $2.88M 0.37% +34,354 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 95,506 $2.74M <0.01% +43,316 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 82,675 $2.37M 0.05% +33,548 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 68,297 $1.96M 0.01% +25,737 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 66,621 $1.91M 0.01% +35,647 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 62,381 $1.79M 0.04% +30,796 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 60,651 $1.74M 0.04% +28,615 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/ 53,966 $1.55M <0.01% +46,038 13F-HR/A Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 48,935 $1.4M 0.42% +1,697 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 46,728 $1.34M 3.07% +22,580 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 32,820 $940K 0.05% -19,054 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 30,116 $863K 0.31% +14,595 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,110 $863K 0.02% +77 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 29,802 $854K 1.08% +12,917 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 29,620 $849K 0.53% +7,416 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 27,399 $785K 0.01% +1,699 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,052 $775K <0.01% +17,556 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,541 $732K 0.03% +10,081 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 25,139 $720K 0.14% +7,196 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 24,742 $709K 0.12% +12,418 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 23,757 $681K 0.17% +11,918 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22,833 $654K 0.02% +6,136 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 20,639 $591K 0.14% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 19,746 $566K 0.19% -45 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 19,347 $554K 0.22% +9,083 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,760 $509K 0.07% +955 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,553 $446K <0.01% -26,767 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,157 $435K 0.03% -26,990 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,896 $427K 0.01% +1,171 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,335 $382K <0.01% +2,387 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,509 $358K 0.02% +7,290 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,322 $324K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,977 $286K 0.01% +326 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 9,156 $262K 0.21% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,719 $250K <0.01% +4,278 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 8,684 $249K 0.06% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,297 $238K 0.1% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,214 $235K 0.01% -14,809 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,139 $233K 0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,934 $232K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,015 $230K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,590 $222K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,697 $221K 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 7,620 $218K <0.01% new 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,287 $209K 0.07% +3,662 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 7,034 $202K 0.11% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,985 $200K 0.03% -399 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,721 $78K <0.01% +2,374 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,705 $77.5K <0.01% +2,053 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,792 $51.3K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,187 $34K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,138 $33K <0.01% 0 13F-HR Timeline Group Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 924 $26.5K 2.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 840 $24.1K <0.01% +555 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 775 $22.2K <0.01% +363 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 769 $22K 0.02% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 648 $18.6K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 524 $15K <0.01% +171 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 454 $13K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 447 $12.8K <0.01% +230 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 368 $10.5K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 325 $9.31K <0.01% +103 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 280 $8.02K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 233 $7K <0.01% +87 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 230 $7K <0.01% -37,344 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 229 $6.56K 0.01% +80 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 189 $5.42K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 127 $3.64K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 116 $3.32K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 106 $3K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 85 $2.44K <0.01% 0 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49 $1.4K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $487 <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9 $258 <0.01% 0 13F-HR Timeline