ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 776,812 $34.5M +551,824 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 570,614 $25.3M 0.01% +191,547 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 446,757 $19.8M 0.04% +326,194 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 385,681 $17.1M 0.25% -10,887 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 337,202 $15M 0.22% +303,712 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 245,622 $10.9M 0.02% +67,903 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 237,466 $10.5M 0.03% +12,737 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 218,000 $9.67M 0.03% +103,064 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 198,529 $8.8M 0.03% +39,668 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 191,372 $8.49M 2.06% +17,817 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 188,449 $8.36M 0.82% +21,024 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 174,415 $7.74M 0.02% +75,235 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 168,774 $7.49M <0.01% +7,033 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 154,850 $6.87M 0.21% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 146,079 $6.48M 0.02% +40,604 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 139,387 $6.18M 2.22% -3,507 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 131,517 $5.83M 0.17% +122,918 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 122,626 $5.44M +44,274 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 114,011 $5.06M 0.02% +17,284 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 90,592 $4.02M 1% +8,354 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 89,592 $3.97M 0.37% +5,494 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 88,501 $3.93M 0.3% -27,596 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 79,542 $3.53M 0.11% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 75,638 $3.35M 1.24% -584 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 74,962 $3.32M 2.04% +4,564 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 69,524 $3.08M 2.15% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 55,603 $2.47M 1.13% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 54,522 $2.42M 0.65% +4,676 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 53,888 $2.39M 1.07% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 52,817 $2.34M <0.01% -76 13F-HR/A Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 50,662 $2.25M 0.9% +1,309 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 49,182 $2.18M 0.08% +48,563 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 48,291 $2.14M 0.05% +372 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 47,967 $2.13M 2.12% +5,616 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 47,454 $2.1M 0.37% +38,046 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,906 $2.08M <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44,885 $1.99M 0.18% +3,325 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 44,462 $1.97M 1.12% +10,004 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 39,113 $1.73M 0.15% -986 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 37,019 $1.64M 0.01% +1,840 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 34,309 $1.52M 0.02% -1,118 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 33,130 $1.47M 0.42% +21,172 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 32,910 $1.46M 0.02% -8,733 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 32,311 $1.43M 0.02% -86,582 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 30,819 $1.37M 1.6% +18,445 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 28,435 $1.26M 0.16% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 26,824 $1.19M <0.01% +1,935 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,265 $1.16M 0.06% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 25,995 $1.15M 0.09% +1,877 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,964 $1.15M <0.01% +3,441 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 25,771 $1.14M 0.22% +14,308 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,883 $1.12M +3,251 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,553 $1.09M 0.03% +5,507 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 22,522 $999K 0.44% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 22,442 $995K 0.28% +12,726 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,323 $990K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 22,047 $978K 0.01% -4,298 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,424 $950K 0.04% +15,362 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 21,395 $949K 0.21% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,256 $943K 0.01% +2,738 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,235 $897K 0.03% +3,337 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 19,339 $858K 0.33% +5,012 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,179 $806K 0.05% +6,487 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,195 $763K 0.02% new 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 17,258 $757K 0.06% +5,292 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 16,713 $741K 0.32% -116,203 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,245 $720K 0.01% +320 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,661 $688K 0.02% +4,680 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,630 $649K 0.01% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 14,375 $637K 0.04% +350 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,925 $573K 0.03% +1,092 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,733 $565K <0.01% +7,716 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,009 $533K 0.05% -286 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,405 $506K 0.01% new 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,193 $496K 0.14% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,075 $491K 0.4% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,072 $491K 0.04% +720 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 9,731 $491K 0.45% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,928 $486K 0.04% new 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,911 $484K 0.19% +1,019 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,663 $473K 0.01% +344 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,560 $468K 0.09% -25 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,510 $466K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,416 $462K <0.01% +9,179 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 10,281 $456K 0.06% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10,086 $447K 0.12% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,694 $430K 0.02% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,678 $429K 0.08% -59 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,178 $407K 0.02% -457 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,050 $401K <0.01% +7,573 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 8,800 $390K 0.18% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,770 $390K 0.01% +8,675 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,704 $386K 0.29% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,424 $373K 0.03% +8,418 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,388 $372K <0.01% +2,645 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,388 $372K <0.01% +2,645 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,277 $367K 0.04% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,252 $366K 0.37% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,044 $357K 0.01% -111,531 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,908 $351K 0.02% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 7,752 $344K 0.21% -1,406 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,496 $332K 0.04% -498 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,430 $330K 0.01% +400 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,250 $308K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,949 $308K <0.01% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,743 $299K 0.06% +2,889 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,635 $294K 0.02% +523 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,353 $282K 0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,278 $278K 0.02% +428 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,255 $278K 0.27% -93 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,250 $277K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,191 $275K <0.01% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,143 $272K 0.21% -450 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,031 $267K <0.01% +630 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,979 $265K <0.01% new 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,570 $247K <0.01% -6,600 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,485 $243K <0.01% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,483 $243K 0.08% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,321 $236K 0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,224 $232K 0.01% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,064 $225K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,007 $222K <0.01% -3,054 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,744 $210K 0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,688 $208K 0.14% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,610 $204K 0.02% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,426 $196K <0.01% +3,009 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,225 $143K <0.01% new 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/ 3,200 $142K <0.01% +300 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,914 $84.9K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,885 $83.6K 0.11% +667 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,868 $82.8K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,612 $71.5K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,520 $67K <0.01% -323 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,500 $66.5K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,455 $64.5K 0.02% +742 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,172 $52K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 766 $34K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 692 $30.7K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 556 $24.7K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $22.2K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $21.1K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 425 $19.5K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $13.3K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 299 $13.2K 0.01% 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 276 $11.3K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 116 $5.14K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 63 $2.79K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -22,817 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.