ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 490,702 $22.3M +38,239 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 363,440 $16.5M 0.07% -11,038 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 355,399 $16.2M 0.03% +44,084 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 289,028 $13.1M <0.01% -57,098 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 192,474 $8.76M 0.23% -29,399 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 165,814 $7.54M 0.02% -16,663 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 160,424 $7.3M 0.22% +3,852 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 143,086 $6.51M 0.02% +39,771 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 126,335 $5.75M 0.58% -4,199 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 125,862 $5.73M 1.41% -21,068 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 125,729 $5.72M 0.53% +337 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 124,689 $5.67M 0.01% -24,428 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 117,853 $5.36M 1.33% +608 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 111,810 $5.09M 0.41% -13,135 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 93,997 $4.28M <0.01% +10,814 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,686 $4.26M 0.01% -3,883 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 86,683 $3.94M -358 Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 82,872 $3.77M 0.74% -12,197 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 52,076 $2.37M 0.03% -838 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 49,550 $2.25M 0.19% +725 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,540 $2.21M 0.01% -11,594 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 46,451 $2.11M 0.57% -12,598 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 40,515 $1.84M 0.14% -970 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 39,207 $1.78M 0.18% -1,215 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,663 $1.76M 0.01% +4,148 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 36,643 $1.69M 0.07% -1,225 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,968 $1.59M 0.01% -882 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,134 $1.55M 0.01% -250 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 33,782 $1.54M 0.56% -1,120 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,569 $1.53M <0.01% -931 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 31,660 $1.44M 0.02% +13,137 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 31,179 $1.42M 0.15% -4,317 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 30,807 $1.4M 0.03% -1,050 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 30,585 $1.39M 0.24% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,239 $1.33M 0.02% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 26,998 $1.23M <0.01% -246 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 25,576 $1.16M 0.39% -76 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 25,157 $1.14M 0.01% -12,582 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 24,755 $1.13M 0.64% -273 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 21,196 $1.1M 1.01% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 23,543 $1.07M 0.35% -1,826 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,499 $1.07M 0.03% -286 13F-HR/A Timeline McCarthy & Cox More: the full row for McCarthy & Cox 23,340 $1.06M 0.46% -314,390 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 22,909 $1.04M 1.22% -282 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 22,453 $1.02M 0.06% +4,511 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,903 $951K 0.01% -16,979 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,879 $950K <0.01% -2,310 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,876 $950K <0.01% -422 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,720 $942K 0.05% +757 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,298 $925K 0.02% +19,815 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 20,127 $916K 0.17% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,999 $864K 0.29% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 18,620 $847K 0.39% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,120 $824K 0.08% -3,302 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 17,659 $803K 0.36% -40,346 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 17,219 $783K 0.44% -2,731 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 16,347 $761K 0.26% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,894 $761K 0.06% +5,179 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,589 $709K 0.2% +2,185 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 15,323 $697K 0.77% -172 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,263 $694K 0.08% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 15,000 $682K 0.33% +6,342 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 14,878 $677K 0.1% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 14,349 $653K 0.04% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 14,112 $642K 0.51% 0 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,415 $610K 0.05% -528 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 13,079 $595K 0.19% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,074 $595K 0.01% +166 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,074 $595K 0.01% +166 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,956 $589K <0.01% +91 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 12,835 $584K 0.23% -308 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 12,814 $583K 0.26% -797 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,497 $568K 0.04% -750 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,431 $565K 0.02% +1,061 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,298 $559K 0.01% -4 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,510 $524K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,488 $523K 0.05% -3,164 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,064 $503K 0.02% +781 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,760 $489K 0.14% +2,076 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,162 $463K 0.45% -233 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,153 $462K 0.01% -165 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,004 $455K 0.01% -647 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10,004 $455K 0.41% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,000 $455K 0.14% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,923 $446K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,766 $444K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,628 $438K 0.02% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,516 $433K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,331 $424K 0.01% -97 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,213 $419K 0.04% +9,203 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,045 $411K 0.12% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,874 $404K 0.01% -4,508 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,852 $403K 0.08% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,783 $399K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,740 $398K 0.01% -68 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,622 $392K 0.3% +707 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,279 $377K 0.05% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,177 $372K <0.01% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,100 $368K 0.08% -1,700 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,000 $364K 0.06% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,991 $363K 0.01% new 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,831 $356K 0.09% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,679 $350K 0.03% -11,679 13F-HR/A Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,670 $349K 0.05% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 7,427 $338K 0.26% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,350 $334K 0.3% -2,115 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,060 $321K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,137 $311K 0.02% -4,078 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,815 $310K 0.06% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,776 $308K <0.01% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,656 $302K 0.04% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,592 $300K 0.01% -3 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,442 $293K <0.01% -44 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,308 $287K 0.03% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,964 $271K 0.06% -351 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,937 $270K 0.03% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,554 $253K 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,372 $244K 0.01% -163 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,333 $243K 0.03% -5,811 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,300 $241K 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,000 $227K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,950 $225K <0.01% -2,000 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,903 $223K 0.05% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,820 $219K 0.04% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,575 $208K <0.01% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,545 $207K 0.17% -180 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,508 $205K 0.06% -177 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,480 $204K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4,043 $184K 0.07% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,850 $130K <0.01% -2,700 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,613 $119K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,500 $114K 0.03% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,450 $112K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,233 $102K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,175 $98.9K <0.01% +2,130 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,921 $87.4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,889 $85.9K 0.11% +849 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,441 $65.5K <0.01% -1,238 13F-HR/A Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,300 $59.1K 0.02% -2,500 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,160 $52.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $50.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 866 $39.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 700 $31.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 600 $27.3K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 544 $24.7K 0.02% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 269 $11.2K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 242 $11K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 81 $3.77K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 45 $2.05K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -22,505 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.