Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,017,844 $38.9M 2.3% +21,759 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 976,603 $37.3M 0.1% +74,953 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 626,154 $23.9M <0.01% +15,301 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 605,224 $23.1M -18,085 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 480,757 $18.4M <0.01% +63,755 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 370,043 $14.1M <0.01% +172,939 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 301,221 $11.5M 0.32% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 262,595 $10M <0.01% +8,438 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 256,522 $9.81M <0.01% +80,512 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 239,423 $9.15M 0.03% +25,411 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 230,035 $8.79M 0.02% -105,513 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 210,709 $8.06M 0.03% -6,644 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/ 208,196 $7.96M <0.01% +33,006 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 205,155 $7.84M <0.01% +74,196 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 142,553 $5.45M 0.02% +11,912 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 111,921 $4.28M 0.01% +28,988 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. 88,275 $3.37M <0.01% +24,200 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 86,989 $3.33M 0.04% -30,423 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 83,147 $3.18M 0.03% +277 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 71,279 $2.72M <0.01% +65,366 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,222 $2.61M <0.01% +10,021 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 67,442 $2.58M 0.22% -2,220 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 67,142 $2.57M 1.21% -1,186 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 66,040 $2.52M <0.01% +20,334 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 56,168 $2.15M <0.01% -52,648 13F-HR Timeline Group FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 52,188 $2M 1.1% +3,505 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 52,319 $1.99M 0.02% -2,196 13F-HR Timeline Group Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 47,516 $1.82M 0.06% +40,230 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 46,400 $1.77M <0.01% -13,402 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,839 $1.75M <0.01% -84 13F-HR/A Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 36,220 $1.38M 0.15% -637 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 33,901 $1.3M 0.17% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,290 $1.27M <0.01% -5,074 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,163 $1.11M <0.01% -8,309 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 27,916 $1.07M 0.02% -31,284 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,748 $1.06M 0.06% -1,679 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,498 $1.01M 0.01% +6,910 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 24,581 $940K 0.04% new 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 24,350 $931K 0.19% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,018 $918K 0.01% +14,487 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 23,805 $910K 0.03% -843 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 22,809 $872K 0.04% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,617 $826K 0.01% -66,948 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,750 $793K 0.01% -10,704 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 20,672 $790K 0.44% -488 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 17,944 $686K 0.02% -3,167 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,772 $679K <0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,192 $619K <0.01% new 13F-HR/A Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $564K 0.29% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 14,619 $559K 0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,402 $551K 0.01% -553 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 12,794 $489K 0.28% -5,602 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,701 $486K <0.01% +4,100 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,547 $480K <0.01% +2,720 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,388 $474K <0.01% +4,576 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,715 $448K 0.22% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,885 $416K <0.01% -607 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,885 $416K <0.01% -607 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,833 $414K 0.19% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,529 $403K <0.01% +1,205 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,512 $402K 0.59% -1 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $382K 0.11% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,939 $380K <0.01% -100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,641 $369K 0.01% +3,247 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,560 $365K 0.01% 0 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 9,513 $364K 0.02% +552 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,761 $297K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,612 $291K <0.01% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,970 $266K <0.01% -4,400 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,563 $251K 0.01% -2,427 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,462 $247K 0.11% +110 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,228 $225K <0.01% +120 13F-HR Timeline Group Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,892 $225K 0.12% -32 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,833 $223K 0.03% +753 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,731 $219K 0.01% -40 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,699 $180K 0.01% -69 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,657 $178K <0.01% -7 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $169K 0.1% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,390 $130K <0.01% +729 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,950 $113K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,933 $112K 0.06% -1 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,955 $74.7K <0.01% -1,438 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,608 $61.5K <0.01% +540 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,589 $60.7K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,419 $54K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,333 $51K 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 $48.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,150 $44K <0.01% +265 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 797 $30.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 451 $17.2K 0.01% -38 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 434 $16.6K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 421 $16.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 360 $13.7K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 340 $13K <0.01% -31 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $7.65K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 118 $4.51K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 108 $4.13K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.09K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 70 $2.68K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 60 $2.29K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 49 $2K <0.01% +1 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 45 $1.71K <0.01% +13 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37 $1.41K <0.01% +9 13F-HR/A Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23 $879 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $306 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1 $38 <0.01% new 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1 $38 <0.01% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1 $21 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -52,124 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.