ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,251,035 $50.5M 0.1% +106,553 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,007,306 $40.8M 1.93% +4,697 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 774,427 $31.3M <0.01% +60,260 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 491,995 $19.9M <0.01% -6,203 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/ 483,213 $19.5M <0.01% +150,947 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 330,159 $13.3M <0.01% +82,368 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 320,891 $13M 0.19% +2,652 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 258,125 $10.4M 1.62% +4,035 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 249,896 $10.1M 0.03% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 247,340 $9.99M <0.01% +24,417 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 198,084 $8M 0.03% +1,447 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 188,025 $7.59M <0.01% -55,671 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 167,254 $6.75M 0.01% +4,943 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 135,831 $5.48M <0.01% +47,669 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 123,785 $5M 0.56% -22,079 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 115,823 $4.68M 0.05% -22,187 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 112,413 $4.54M <0.01% -860 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 106,433 $4.3M 2.72% +785 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 102,900 $4.15M 0.2% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 101,608 $4.1M +49,147 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 96,584 $3.9M 0.02% +4,049 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 83,303 $3.36M <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 73,413 $2.97M 0.01% new 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 70,601 $2.85M 1.26% +1,745 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 65,273 $2.64M 0.08% +23,307 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 66,117 $2.58M 1.67% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 58,158 $2.35M 1.92% 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 53,432 $2.16M 0.11% +21,509 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 53,125 $2.14M 1% +391 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 47,821 $1.93M 0.01% -4,471 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,717 $1.89M <0.01% +3,961 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 42,018 $1.7M <0.01% +322 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 38,024 $1.54M 0.04% +5,882 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 35,957 $1.45M 0.13% +1,156 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33,092 $1.34M 0.02% +875 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,101 $1.3M <0.01% +8,141 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 31,304 $1.26M 0.16% +2,743 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 30,431 $1.23M <0.01% -5,698 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30,246 $1.22M 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,456 $1.19M 0.04% +211 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,890 $1.17M <0.01% -65,044 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,868 $923K <0.01% +6,501 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,354 $902K <0.01% -61,711 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,457 $826K 0.02% +184 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,349 $822K <0.01% -26,417 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 18,263 $738K <0.01% -40,321 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,050 $729K 0.01% +2,408 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 17,799 $719K 0.03% +4,154 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 17,458 $705K 0.41% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 15,550 $628K 0.57% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $608K 0.25% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,567 $588K <0.01% -40 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 13,954 $564K 0.55% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,426 $502K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,684 $472K 0.02% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,291 $456K <0.01% -1,021 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,513 $424K 0.54% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 10,497 $424K 0.42% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,218 $413K <0.01% -395 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,144 $410K 0.01% -12,219 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $404K 0.09% 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 9,921 $401K <0.01% -120 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,901 $400K <0.01% -851 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,409 $339K <0.01% -1,160 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,214 $332K 0.12% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,612 $307K <0.01% 0 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 7,130 $288K 0.25% 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,104 $287K <0.01% -251 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,922 $279K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,738 $272K <0.01% -1 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,502 $262K 0.07% +150 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,288 $254K 0.12% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,197 $250K <0.01% -26 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,087 $246K 0.01% -118 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5,922 $239K 0.11% +1,272 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,789 $234K <0.01% +567 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,548 $224K 0.1% +74 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,168 $209K <0.01% -479 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,624 $187K <0.01% -75 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,563 $184K 0.19% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $178K 0.08% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,035 $163K <0.01% +124 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 4,034 $163K 0.16% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,480 $140K <0.01% +1,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,188 $129K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,722 $110K <0.01% -714 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,179 $88K <0.01% +990 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,589 $64.1K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,121 $45.3K <0.01% -1,765 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 $41.9K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,034 $41.7K <0.01% +407 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 785 $31.7K 0.02% -785 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 $28.3K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 421 $17K <0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 404 $16.3K 0.02% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 407 $16K <0.01% -53 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 288 $11.6K <0.01% -76 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 214 $8.64K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 184 $7.43K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $6.06K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 120 $4.84K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 118 $4.77K <0.01% -97 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 108 $4.36K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.32K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 99 $4K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61 $2.45K <0.01% -281 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55 $2.22K <0.01% -20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 51 $2K <0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 42 $1.7K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $323 <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 $156 <0.01% 0 13F-HR Timeline Group