ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,041,533 $40.6M 0.1% +64,930 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,018,442 $39.7M 2.28% +598 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 655,820 $25.6M <0.01% +29,666 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 490,321 $19.1M <0.01% +9,564 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 376,684 $14.7M -228,540 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 307,753 $12M 0.27% +6,532 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 254,985 $9.94M 0.02% +24,950 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/ 243,891 $9.5M <0.01% +35,695 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 239,423 $9.33M 0.03% 0 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 233,665 $9.11M <0.01% -22,857 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 233,009 $9.08M <0.01% -137,034 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 189,104 $7.37M 0.02% -21,605 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 180,316 $7.03M <0.01% -82,279 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 141,458 $5.51M 3.68% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 114,663 $4.47M <0.01% -90,492 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 98,380 $3.83M 0.01% -13,541 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 87,048 $3.39M 0.02% +3,901 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 84,422 $3.25M 0.01% +55,259 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 76,230 $2.97M 0.01% -66,323 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 67,401 $2.63M 1.25% +259 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 60,978 $2.38M 0.07% +13,462 13F-HR/A Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 58,185 $2.27M 0.19% -9,257 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,108 $2.23M <0.01% +940 13F-HR Timeline Group FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 52,502 $2.05M 1.06% +314 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,890 $1.98M <0.01% +5,051 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,889 $1.79M 0.01% +12,599 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 45,156 $1.75M 0.01% -7,163 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 44,077 $1.72M <0.01% -24,145 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,045 $1.64M <0.01% -4,355 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 40,356 $1.57M <0.01% -25,684 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 36,655 $1.43M 0.14% +435 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,471 $1.42M 0.02% -50,518 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,337 $1.42M <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 30,288 $1.18M 0.03% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 29,541 $1.15M 0.04% +5,736 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. 27,975 $1.09M <0.01% -60,300 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,584 $1.07M 0.04% -164 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 25,068 $977K 0.02% -2,848 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 22,397 $873K 0.01% +780 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,507 $797K <0.01% +7,806 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,378 $794K <0.01% new 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 19,376 $755K 0.01% -1,374 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $591K 0.28% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,141 $551K 0.01% -12,357 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,549 $528K 0.01% new 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 13,365 $521K 0.1% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,292 $518K <0.01% +745 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 12,560 $489K 0.23% -234 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,132 $473K <0.01% -256 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 11,525 $449K 0.02% +2,012 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,830 $422K 0.01% -3,572 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,746 $419K <0.01% +807 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,553 $411K <0.01% +24 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,513 $410K 0.56% +1 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $390K 0.1% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,569 $373K 0.01% +9 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,810 $304K 0.1% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,612 $297K <0.01% 0 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 Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,951 $271K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,344 $247K 0.01% -219 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 $238K <0.01% -120 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,804 $226K 0.09% -658 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,534 $216K 0.11% -358 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,699 $183K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $172K 0.08% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,388 $171K <0.01% -269 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3,906 $152K 0.08% +973 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,950 $115K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,886 $112K <0.01% -504 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,408 $91.4K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,589 $61.9K 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/ 1,360 $53K <0.01% +92 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,339 $52.2K <0.01% -80 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,333 $51.8K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,171 $45.6K <0.01% -784 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,145 $44.6K <0.01% -463 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,000 $39K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 605 $23.6K <0.01% -545 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 516 $20K 0.01% +316 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $19.5K <0.01% +66 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 421 $16.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 360 $14K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 356 $13.9K <0.01% +311 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 341 $13.3K <0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 279 $10.9K 0.01% -172 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 241 $9K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 126 $4.89K <0.01% +8 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 108 $4.21K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.17K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 70 $2.73K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 60 $2.34K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 49 $2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $312 <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1 $22 <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.