ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,466,720 $59.6M 0.1% +96,918 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,132,722 $46.1M <0.01% +184,243 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 975,442 $39.7M 1.78% -8,462 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/ 877,905 $35.7M <0.01% +117,546 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 725,394 $29.5M 0.01% +14,088 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 359,127 $14.6M 1.86% +28,739 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 320,352 $13M 0.14% +860 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 270,241 $11M <0.01% -12,164 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 248,792 $10.1M 0.03% -535 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 198,905 $8.09M 0.03% -596 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 179,234 $7.29M <0.01% -918 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 110,155 $4.48M 0.75% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 108,150 $4.4M 0.02% +6,134 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 93,335 $3.8M +6,223 Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 92,965 $3.78M 2.62% +5,017 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 91,516 $3.72M <0.01% -2,052 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 81,603 $3.32M 0.18% +25,000 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 77,798 $3.16M 1.13% +1,048 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 73,793 $3M <0.01% -6,073 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 70,191 $2.85M <0.01% +7,234 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 61,131 $2.47M 0.01% +16,413 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 52,565 $2.14M 0.21% +12,671 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 52,504 $2.14M 0.99% +1,640 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 49,507 $2.01M 0.03% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,139 $1.96M <0.01% +2,701 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 44,567 $1.81M <0.01% +3,966 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,521 $1.53M <0.01% -648 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,315 $1.52M <0.01% -3,236 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 36,909 $1.5M 0.1% +986 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 36,663 $1.49M 0.65% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 35,049 $1.43M 0.03% -3,320 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Hyundai Investments Co., Ltd. 16,705 $680K 0.74% +4,773 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,612 $676K <0.01% +2,090 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 16,492 $671K 0.55% +2,221 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,158 $657K <0.01% -7,426 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,171 $617K 0.31% -3,392 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $606K 0.27% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 12,231 $497K 0.42% +421 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,174 $495K <0.01% -61,602 13F-HR Timeline Group CPWA, LLC More: the full row for CPWA, LLC 11,580 $471K 0.55% +248 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,871 $442K <0.01% +495 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,513 $427K 0.49% +1 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $407K 0.09% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,017 $406K <0.01% -1,417 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 9,929 $404K <0.01% -9,189 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 9,450 $384K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for CIBC Bancorp USA Inc. 6,197 $252K <0.01% 0 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,911 $240K <0.01% -304 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,802 $236K 0.01% -1,120 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,795 $236K <0.01% -897 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,293 $215K 0.08% -36 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,253 $214K <0.01% -987 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 4,608 $187K 0.07% -1,222 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $179K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,391 $179K <0.01% -233 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,380 $178K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,189 $170K <0.01% -9 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,183 $170K 0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,394 $138K 0.01% -2 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,775 $113K <0.01% +1,424 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,865 $75.8K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,794 $73K 0.04% -738 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,589 $64.6K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,364 $55.5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,186 $48.2K <0.01% -1,034 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,172 $47.7K 0.01% -95 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,039 $42.2K <0.01% 0 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. 700 $28.5K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 579 $23.6K <0.01% +395 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 516 $21K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 404 $16.4K <0.01% -7 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 377 $15.3K <0.01% -1,732 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 355 $14.4K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 178 $7.22K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $6.1K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 147 $5.99K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 129 $5.25K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 118 $4.8K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.35K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 67 $2.73K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62 $2.54K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 53 $2K <0.01% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 47 $1.91K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $161 <0.01% 0 13F-HR Timeline Group