ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,640,646 $128M +25,815 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,453,690 $51.1M <0.01% -67,417 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 851,858 $29.9M 0.01% +78,645 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 290,840 $10.2M 0.06% -4,974 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 268,168 $9.42M 0.03% +37,332 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 200,317 $7.03M 0.01% +5,753 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 160,239 $5.63M 0.01% +26,331 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 135,346 $4.75M 1.34% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 94,809 $3.33M 0.01% +5,125 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 80,304 $2.82M <0.01% -29,026 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 75,086 $2.64M <0.01% -7 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 73,379 $2.58M 0.88% +30,995 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 70,384 $2.47M 0.08% +17,494 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 69,669 $2.45M <0.01% +1,240 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 68,107 $2.39M <0.01% +226 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 67,752 $2.38M 0.08% +293 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 62,462 $2.19M 1.56% -4,450 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 51,686 $1.81M 0.03% +5,698 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 48,656 $1.71M 0.19% +3,081 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 41,937 $1.47M 0.21% +770 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,596 $1.46M <0.01% +6,710 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 40,336 $1.42M 0.01% +4,452 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,110 $1.41M 0.01% -5,485 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 39,669 $1.4M 0.18% +1,040 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,950 $1.33M 0.01% +1,119 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 37,712 $1.32M 0.16% -873 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,547 $1.32M <0.01% +2,670 13F-HR Timeline Group 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 35,879 $1.26M <0.01% -893 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 35,754 $1.26M 0.01% +3,795 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 32,519 $1.14M 0.03% +301 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 31,479 $1.11M 0.01% +1,348 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 31,291 $1.1M 0.85% +3,485 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,465 $999K <0.01% +1,781 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,700 $902K <0.01% +3,675 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,062 $845K <0.01% -69 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,624 $773K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,615 $724K <0.01% +276 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,292 $677K 0.01% +4,425 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,010 $667K 0.01% +142 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,932 $665K 0.08% +3,911 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,513 $650K <0.01% +6,062 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,060 $647K +8,480 Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 18,048 $634K 0.01% +373 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,931 $630K <0.01% +666 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 17,717 $622K 0.02% +563 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,091 $600K 0.01% +448 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,623 $584K 0.01% +412 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,425 $577K 0.01% +422 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,704 $551K <0.01% new 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,187 $533K 0.03% +247 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,669 $480K <0.01% +1,049 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,862 $452K <0.01% +1,180 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,667 $445K 0.01% +1,270 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,566 $441K 0.01% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 12,183 $428K 0.12% +1,278 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,068 $424K <0.01% +2,122 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 11,932 $419K 0.11% +1,283 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 11,493 $404K <0.01% +1,716 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,350 $399K 0.01% +2,014 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 10,827 $380K 0.09% +625 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,880 $378K 0.01% -784 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,417 $366K 0.03% +98 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,909 $348K 0.02% -2,222 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 9,873 $347K 0.12% -211 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,673 $340K 0.04% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 9,408 $330K 0.1% +537 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,964 $315K 0.15% +86 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 8,856 $311K 0.06% +593 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 8,716 $306K 0.05% new 13F-HR Timeline EQ LLC More: the full row for EQ LLC 8,190 $288K 0.07% -636 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,068 $287K 0.04% +773 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,056 $283K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,923 $278K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,702 $270K 0.01% +6,654 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,390 $259K 0.01% +1,461 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,559 $230K <0.01% 0 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,487 $228K 0.08% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,451 $226K 0.21% +131 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,282 $221K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,233 $219K 0.02% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,233 $219K 0.01% new 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,119 $215K 0.12% -388 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,062 $213K <0.01% +2,419 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,875 $206K <0.01% new 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,773 $203K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,767 $202K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,625 $200K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,678 $199K 0.06% +465 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,119 $110K 0.01% +1,657 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,104 $109K <0.01% -13,281 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,102 $109K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,053 $107K <0.01% -97 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,045 $107K 0.05% -2,265 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,394 $84.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,334 $81.9K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,199 $77.2K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,858 $65.2K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,737 $60.8K <0.01% +548 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,699 $59.7K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,688 $59.3K 0.01% +193 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,313 $46.1K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,309 $46K <0.01% +9 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,278 $44.9K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,210 $42.5K <0.01% +593 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,065 $37.4K 0.01% +101 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 876 $30.8K <0.01% -32 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 747 $26.2K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 720 $25.3K <0.01% -181 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 654 $23K <0.01% -1 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 621 $21.8K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 476 $16.7K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 476 $16.7K <0.01% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 446 $15.7K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 438 $15.4K <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 406 $14.3K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 345 $12.1K <0.01% +31 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 344 $12.1K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 333 $11.7K <0.01% +19 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 330 $11.6K <0.01% +177 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 286 $10K <0.01% +10 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 153 $5.37K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 149 $5.25K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 140 $4.92K <0.01% -196 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 99 $3.48K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 91 $3.19K <0.01% +20 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 76 $2.67K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 41 $1.44K <0.01% 0 13F-HR Timeline