Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 996,085 $37.8M 2.34% +38,725 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 901,650 $34.2M 0.09% +75,848 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 623,309 $23.7M +221,907 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 610,853 $23.2M <0.01% -1,786 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 556,357 $21.1M 3.68% +72,455 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 521,404 $19.8M 0.5% +100,000 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 417,002 $15.8M <0.01% +45,788 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 335,548 $12.7M 0.03% +142,745 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 254,157 $9.65M <0.01% +82,829 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 214,012 $8.97M 0.03% +14,787 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 217,353 $8.26M 0.03% +2,759 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 197,104 $7.49M <0.01% +11,619 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 176,010 $6.68M <0.01% +3,150 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 175,190 $6.65M <0.01% +22,962 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 130,959 $4.97M <0.01% +56,659 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 130,641 $4.96M 0.02% +60,691 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 117,412 $4.46M 0.05% +37,698 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 108,816 $4.13M 0.01% +64,090 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 88,565 $3.36M 0.04% +67,183 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,933 $3.15M 0.01% +17,824 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 82,870 $3.15M 0.03% +5,194 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 69,662 $2.65M 0.23% -889 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 68,328 $2.6M 0.9% +2,021 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 64,075 $2.43M <0.01% +34,700 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 59,802 $2.27M 0.01% -9,114 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 59,200 $2.25M 0.05% -1,416 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,201 $2.21M <0.01% -13,003 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 54,515 $2.07M 0.02% -269 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 52,124 $2.01M 0.11% +1,750 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 48,683 $1.85M 0.98% +239 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,923 $1.74M <0.01% +3,794 13F-HR Timeline Group 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 45,706 $1.74M <0.01% +14,357 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,364 $1.46M <0.01% +3,287 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,472 $1.42M <0.01% +5,251 13F-HR/A Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 36,857 $1.4M 0.15% -926 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 36,042 $1.37M 0.08% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 31,454 $1.19M 0.01% -424 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,427 $1.13M 0.07% +472 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 24,648 $936K 0.03% -4,050 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 24,350 $925K 0.19% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 21,160 $804K 0.43% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 21,111 $802K 0.02% -27,147 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,588 $744K 0.01% +10,043 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 18,396 $699K 0.3% -3,252 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $575K 0.26% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,955 $568K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,492 $436K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,492 $436K <0.01% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 11,370 $432K <0.01% -9,090 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,513 $399K 0.59% 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,039 $381K <0.01% -12,766 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $380K 0.11% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 9,956 $378K 0.38% +555 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,827 $373K <0.01% +134 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,560 $363K 0.01% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,531 $362K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,324 $361K <0.01% +168 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,990 $341K 0.01% -427 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,961 $340K 0.02% +2,283 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,601 $327K <0.01% new 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 8,489 $326K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,812 $297K <0.01% 13F-HR/A Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,761 $295K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,612 $289K <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 7,286 $277K 0.01% +213 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,394 $243K 0.01% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,352 $241K 0.12% -64 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,108 $234K <0.01% +108 13F-HR Timeline Group Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,924 $225K 0.12% -475 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,913 $225K <0.01% new 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,771 $219K 0.03% -2,994 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,080 $198K 0.02% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,768 $181K 0.01% -30 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,664 $177K <0.01% +2,280 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 4,521 $172K 0.13% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $168K 0.1% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,393 $129K <0.01% +1,269 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,950 $112K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,934 $111K 0.06% -840 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,661 $101K <0.01% -335 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,408 $91.6K 0.01% +54 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,009 $76.3K 0.01% +311 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,589 $60.4K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,419 $53.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,333 $50.6K 0.01% 0 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/ 1,268 $48.2K <0.01% +173 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. 1,068 $40.6K <0.01% +309 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 885 $33.6K <0.01% +247 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 489 $18.6K 0.01% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 465 $17.7K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 421 $16K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 404 $15.3K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 371 $14.1K <0.01% +54 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $7.73K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 181 $6.87K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 130 $4.95K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 118 $4.49K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 108 $4.1K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.06K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 70 $2.66K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57 $2.17K <0.01% -195 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 48 $2K <0.01% +1 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 32 $1.21K <0.01% -1 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28 $1.06K <0.01% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23 $874 <0.01% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 22 $836 <0.01% -36 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10 $368 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $304 <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1 $38 <0.01% new 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1 $21 <0.01% 0 13F-HR Timeline