ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,144,482 $45.4M 0.1% +102,949 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,002,609 $39.7M 2.17% -15,833 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 714,167 $28.3M <0.01% +58,347 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 498,198 $19.8M <0.01% +7,877 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/ 332,266 $13.2M <0.01% +88,375 13F-HR/A Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 318,239 $12.6M 0.19% +10,486 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 254,090 $10.1M 1.48% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 249,896 $9.92M 0.03% +10,473 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 247,791 $9.83M <0.01% +67,475 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 243,696 $9.67M <0.01% +10,031 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 222,923 $8.85M -153,761 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 196,637 $7.8M 0.02% +7,533 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 162,311 $6.44M 0.01% +105,203 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 147,330 $5.85M 0.01% -107,655 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 145,864 $5.79M 0.67% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 138,010 $5.48M 0.06% +115,613 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 113,273 $4.5M 0.01% +14,893 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 105,648 $4.19M 2.63% -35,810 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 102,900 $4.08M 0.17% +95,139 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 102,162 $4.05M 0.02% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 97,820 $3.88M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 93,934 $3.73M 0.01% +9,512 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 92,535 $3.67M 0.02% +5,487 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,162 $3.5M <0.01% -144,847 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 84,065 $3.34M <0.01% -30,598 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 68,856 $2.73M 1.23% +1,455 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 58,584 $2.32M <0.01% +7,694 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 58,185 $2.27M 0.19% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,598 $2.25M <0.01% new 13F-HR Timeline Group FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 52,734 $2.09M 1.01% +232 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 52,461 $2.08M 0.06% -8,517 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 52,292 $2.06M 0.01% +7,136 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 46,766 $1.86M <0.01% +2,689 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,756 $1.7M <0.01% -3,133 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 41,966 $1.68M 0.06% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,696 $1.65M <0.01% -34,534 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. 38,575 $1.53M <0.01% +10,600 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,129 $1.43M <0.01% -5,916 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 34,801 $1.38M 0.12% -1,854 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32,217 $1.28M 0.03% +1,929 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 32,142 $1.27M 0.04% +2,601 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 31,923 $1.27M 0.08% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,245 $1.16M 0.04% +1,661 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 28,561 $1.13M 0.17% +15,196 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,960 $947K <0.01% +3,453 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 22,363 $888K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,273 $805K 0.02% new 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 18,995 $754K 0.09% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,367 $650K <0.01% +4,235 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,642 $621K 0.01% +2,093 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $599K 0.27% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,607 $580K <0.01% +1,315 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 13,645 $542K 0.03% +2,120 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,635 $541K <0.01% new 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 12,833 $509K 0.24% +273 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,312 $489K <0.01% +1,566 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,752 $427K <0.01% -9,626 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,613 $421K <0.01% +60 13F-HR/A Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,513 $417K 0.54% 0 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 10,041 $399K <0.01% -30,315 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $397K 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 $380K 0.01% 0 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,464 $336K 0.07% +654 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,705 $306K <0.01% -28,632 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,612 $302K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,355 $292K <0.01% -12,021 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,739 $267K <0.01% -18,329 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,352 $252K 0.07% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for Alternative Investment Advisors, LLC. 5,474 $217K 0.1% -60 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,222 $207K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,699 $187K <0.01% 0 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 4,650 $185K 0.09% +744 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $175K 0.08% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,911 $155K <0.01% -477 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,436 $136K <0.01% +2,097 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,188 $127K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,886 $115K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,480 $98.4K <0.01% -470 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 129,331 $86.3K 0.01% new 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 1,589 $63.1K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,570 $62.3K 0.02% +1,054 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,189 $47.2K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 700 $27.8K <0.01% -445 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 627 $24.9K <0.01% +271 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 460 $18K <0.01% +219 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 421 $16.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 364 $14.4K <0.01% +4 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 342 $13.6K <0.01% +1 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 302 $12K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 215 $8.55K <0.01% +89 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 212 $8.43K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 200 $7.94K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $5.95K <0.01% -455 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 108 $4.29K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.25K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 75 $2.98K <0.01% -425 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 60 $2.38K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 50 $2K <0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 43 $1.71K 0.01% -236 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $318 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $150 <0.01% new 13F-HR Timeline Group