ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,115,548 $60.1M +338,900 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 394,155 $21.2M <0.01% +76,957 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 304,427 $16.4M 0.03% +188,359 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 271,585 $14.6M 0.01% +79,073 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 224,944 $12.1M 0.02% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 152,771 $8.23M 0.02% +20,736 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 147,734 $7.96M <0.01% +8,258 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 137,404 $7.39M <0.01% +4,926 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,245 $5.94M 0.01% +7,149 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 108,446 $5.79M +60,077 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 82,733 $4.46M 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 80,620 $4.34M 0.04% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 73,411 $3.95M 0.02% +14,723 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 70,116 $3.78M 0.08% +1,930 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 67,238 $3.62M 0.78% -822 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 60,933 $3.28M 1.75% -205 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 48,868 $2.63M 0.27% -42,268 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 47,271 $2.55M <0.01% new 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 39,525 $2.13M 0.07% +3,766 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 36,829 $1.97M 0.01% new 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/ 33,513 $1.81M <0.01% +511 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. 32,941 $1.77M <0.01% +27,764 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 32,375 $1.74M 0.01% +5,314 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 26,647 $1.44M 0.49% -1,249 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 25,104 $1.34M 0.08% -5,942 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24,590 $1.32M 0.07% +1,922 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,276 $1.31M <0.01% +6,711 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,479 $1.26M 0.03% -1,388 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,246 $1.14M <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,665 $1.06M <0.01% +1,625 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,387 $1.04M <0.01% +4,990 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 17,203 $927K -111 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,292 $770K 0.03% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 13,823 $745K 0.23% +129 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,439 $562K 0.01% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 10,108 $544K 0.05% +146 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,058 $542K 0.21% +3,107 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 9,887 $533K 0.05% +1,353 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,776 $527K <0.01% -11,933 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,495 $511K <0.01% +108 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,344 $503K <0.01% -1,317 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,895 $469K 0.01% +195 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,451 $455K <0.01% +4,678 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 7,969 $427K 0.04% +267 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,845 $423K 0.09% new 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 7,380 $397K 0.32% -234 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,330 $395K 0.02% +1,688 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,166 $386K 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,873 $370K 0.03% +3,117 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,184 $333K 0.02% +352 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,939 $320K 0.2% +173 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,741 $308K <0.01% +2,135 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,458 $294K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,428 $292K <0.01% +4,107 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,376 $290K <0.01% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,168 $278K 0.14% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,984 $268K 0.01% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,899 $264K 0.05% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,865 $262K <0.01% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,705 $251K 0.13% +292 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,519 $243K 0.06% +805 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,493 $242K 0.08% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,451 $238K 0.12% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,067 $219K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,045 $218K 0.01% -65 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,907 $210K 0.01% -836 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,808 $205K 0.18% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,762 $203K 0.06% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,495 $188K <0.01% +2,648 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,179 $171K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,860 $154K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,536 $137K <0.01% +26 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,173 $117K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,970 $106K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,435 $77.3K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,225 $66K <0.01% +69 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,202 $64.7K 0.01% +752 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,045 $56.3K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 823 $44.3K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 817 $44K <0.01% +27 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 736 $39.5K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 695 $37.4K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 658 $35.4K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 568 $30.4K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 313 $16.9K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 241 $13K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 184 $9.91K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151 $8.13K <0.01% new 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 108 $5.77K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 101 $5.44K <0.01% +1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 86 $4.63K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 75 $4.04K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 75 $4.04K <0.01% +17 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 69 $3.69K <0.01% -135 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 66 $3.56K <0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43 $2.32K <0.01% -54,892 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 36 $1.94K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 36 $1.94K <0.01% -10 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 34 $1.83K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 26 $1.38K <0.01% -132 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 21 $1.13K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 18 $969 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $26 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.