ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 728,525 $32.6M +452,580 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 603,284 $27M 0.01% +16,451 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 484,491 $21.7M 0.04% +144,424 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 280,052 $12.5M 2.8% -5,979 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 257,708 $11.5M 0.29% -10,227 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 206,645 $9.25M 0.02% +51,760 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 188,286 $8.33M 0.01% +55,716 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 176,218 $7.89M 0.03% -2,150 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 174,929 $7.83M 0.21% +121,567 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 151,066 $6.76M <0.01% +86,743 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 145,380 $6.51M 0.01% -15,333 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 117,621 $5.27M 0.42% -361 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 111,958 $5.01M +6,228 Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 87,130 $3.9M 0.73% -914 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 83,416 $3.73M 0.12% +5,966 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 82,707 $3.7M 0.87% -23,402 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 79,486 $3.56M 0.11% +979 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 75,571 $3.38M 0.01% +7,724 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 75,093 $3.36M 1.06% +620 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 72,963 $3.27M 0.54% -1,051 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 59,772 $2.68M <0.01% -13,740 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 50,039 $2.24M 0.03% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,987 $2.19M 0.01% +7,433 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 44,228 $1.98M 1.96% -6,515 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,137 $1.89M 0.01% -3,519 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 40,918 $1.83M 0.12% +374 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 40,557 $1.82M 0.57% -840 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 40,433 $1.81M <0.01% -1,090 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 39,791 $1.78M 0.02% -38 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,775 $1.78M 0.15% -500 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 37,926 $1.7M 1.29% +430 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 35,105 $1.57M 0.09% -1,675 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 32,837 $1.47M 0.02% -103 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,137 $1.26M <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. 26,884 $1.2M <0.01% -5,160 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,752 $1.02M -5,704 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 22,143 $991K 0.35% -1,209 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 21,643 $969K 0.04% +12,951 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 20,441 $915K 0.07% +1,648 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,197 $904K 0.01% -13,633 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 17,265 $773K 0.39% +46 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,053 $719K 0.01% -472 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,789 $707K 0.19% -805 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,851 $665K 0.16% -271 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,452 $647K 0.03% +1,003 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,170 $634K <0.01% +992 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,970 $625K <0.01% +3,033 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,323 $596K 0.02% +1,443 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,241 $593K 0.02% +1,653 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 13,124 $588K 0.42% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,119 $587K 0.03% -118 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 12,984 $581K 0.24% -2,813 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,883 $577K <0.01% +964 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 12,873 $576K 0.43% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 12,765 $571K 0.38% +6,265 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,428 $556K 0.15% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,339 $552K 0.09% -293 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,280 $550K 0.04% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 11,639 $521K 0.45% -116 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,219 $502K 0.01% -48,795 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. 10,926 $489K <0.01% -3,288 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,500 $470K 0.12% +5,000 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,472 $469K 0.02% -13,208 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,472 $469K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,332 $463K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,278 $460K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,591 $429K 0.01% -51 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,450 $423K 0.03% -447 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,163 $415K 0.36% -504 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 9,234 $413K 0.27% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 9,035 $404K 0.1% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,991 $403K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,876 $397K 0.02% -213 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,310 $372K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 8,249 $369K 0.3% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,223 $368K 0.01% +283 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,983 $357K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,820 $350K <0.01% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,817 $350K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,669 $343K <0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,555 $338K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,249 $331K 0.01% +11 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,761 $303K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,730 $301K 0.05% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,363 $285K 0.01% 0 13F-HR Timeline Group Share Andrew L. More: the full row for Share Andrew L. 6,229 $279K 0.19% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,228 $278K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,138 $275K 0.01% -1,142 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,945 $266K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,943 $266K <0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,847 $262K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5,677 $254K 0.09% +10 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 5,244 $235K 0.22% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,246 $234K 0.07% +806 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,980 $223K 0.1% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,551 $204K 0.15% -2,356 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,413 $108K <0.01% -2,345 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,402 $108K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,497 $106K 0.01% -500 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,110 $94.5K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,909 $85.5K 0.1% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,095 $49K 0.06% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 833 $37.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 767 $34.3K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 629 $28.2K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 584 $26.1K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 569 $25.5K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 555 $24.8K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 264 $11.8K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 237 $10.6K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 200 $8.95K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 145 $6.49K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 113 $5.06K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.