ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,369,802 $53.9M 0.11% +118,767 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 983,904 $38.7M 1.87% -23,402 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 948,479 $37.4M <0.01% +174,052 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/ 760,359 $29.9M <0.01% +277,146 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 711,306 $28M 0.01% +219,311 13F-HR/A Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 330,388 $13M 1.91% +72,263 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 319,492 $12.6M 0.16% -1,399 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 282,405 $11.1M <0.01% -47,754 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 249,327 $9.82M 0.03% -569 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 199,501 $7.86M 0.03% +1,417 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 180,152 $7.09M <0.01% -7,873 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 102,016 $4.02M 0.02% +5,432 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 98,459 $3.88M 0.43% -25,326 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 93,568 $3.68M <0.01% -73,686 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 87,948 $3.46M 2.69% +29,790 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 87,112 $3.43M -48,719 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 79,866 $3.15M <0.01% -32,547 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 76,750 $3.02M 1.12% +6,149 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 73,776 $2.9M 0.01% +363 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,957 $2.48M <0.01% -184,383 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,390 $2.26M <0.01% +46,099 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 56,603 $2.23M 0.12% +3,171 13F-HR/A Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 56,290 $2.22M 1.39% -50,143 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 50,864 $2M 0.98% -2,261 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,438 $1.79M <0.01% +35,537 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 44,718 $1.75M 0.01% -3,103 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 41,583 $1.64M <0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 40,601 $1.6M <0.01% +18,247 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,551 $1.6M <0.01% -1,467 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 39,894 $1.57M 0.19% +8,590 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 38,369 $1.51M 0.04% +345 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,169 $1.5M <0.01% -8,548 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 35,923 $1.45M 0.11% -34 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 36,799 $1.45M 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 36,502 $1.44M 0.02% -79,321 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,899 $1.37M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 32,959 $1.3M <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,469 $1.2M 0.04% +1,013 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,751 $975K 0.02% +4,294 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 23,584 $929K <0.01% +716 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 21,195 $835K 0.01% +3,145 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,051 $829K <0.01% -7,839 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 20,601 $811K 0.04% +2,802 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 19,699 $768K 0.45% -46,418 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 19,118 $753K <0.01% +9,197 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,728 $738K <0.01% -1,621 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 18,563 $731K 0.44% +1,105 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,326 $722K <0.01% -12,105 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,613 $694K <0.01% -650 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,745 $620K 0.01% new 13F-HR Timeline Group Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 15,550 $612K 0.59% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,910 $587K 0.26% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,522 $572K <0.01% -45 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 14,271 $562K 0.65% +9,708 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,678 $499K <0.01% +252 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,544 $494K <0.01% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 11,810 $465K 0.46% +1,313 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 11,932 $465K 0.52% -2,022 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 11,332 $459K 0.55% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,434 $450K <0.01% -20,667 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,154 $439K 0.02% -530 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,512 $414K 0.53% -1 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,376 $409K <0.01% +158 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,000 $394K 0.09% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,400 $331K <0.01% -9 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,422 $292K <0.01% +2,254 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,331 $289K 0.1% -883 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,197 $283K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,985 $275K 0.03% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,922 $273K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,692 $264K <0.01% -3,452 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,655 $262K 0.07% +153 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,288 $248K 0.11% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,240 $245K <0.01% +3,518 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,215 $245K <0.01% -523 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,197 $244K <0.01% 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,147 $242K <0.01% +358 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5,830 $230K 0.1% -92 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,580 $220K -96,028 Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,329 $210K 0.09% -219 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,299 $209K 0.01% -24,947 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,624 $182K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,414 $174K 0.07% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,380 $172K <0.01% +900 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,198 $165K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,183 $165K 0.01% +995 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,396 $134K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,532 $99.7K 0.07% -1,502 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,220 $87.4K <0.01% +41 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,109 $83.7K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,589 $62.6K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,364 $53.7K <0.01% +243 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,351 $53.2K <0.01% +317 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,267 $49.8K 0.01% +979 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 $40.8K <0.01% 0 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. 700 $27.6K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 516 $20.3K 0.01% -269 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 411 $16.2K <0.01% -10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 355 $14K <0.01% +300 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 277 $10.9K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 268 $10.6K <0.01% -139 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 197 $7.76K <0.01% +98 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 184 $7.17K <0.01% 0 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $5.91K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 133 $5.24K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 120 $4.73K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 118 $4.6K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 107 $4.21K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 67 $2.64K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61 $2.42K <0.01% 0 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 52 $2K <0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 42 $1.65K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $316 <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5 $179 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $153 <0.01% -1 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1 $41 <0.01% new 13F-HR Timeline Group