ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,284,450 $39.8M +100,208 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,069,766 $33.1M 0.01% +33,710 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 675,027 $20.9M <0.01% -114 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 573,668 $17.8M 0.05% +17,676 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 515,965 $16M 0.29% +15,509 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 506,074 $15.7M 0.03% +620 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 425,030 $13.2M 0.03% +17,521 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 345,572 $10.7M 0.01% -25,128 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 330,232 $10.2M 0.97% -77,248 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 320,056 $9.92M 0.06% -113,735 13F-HR Timeline Group Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 298,632 $9.25M 2.12% +1,491 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 290,265 $8.99M 0.12% -976 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 280,444 $8.69M <0.01% -4,918 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 263,466 $8.16M <0.01% -296 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 245,705 $7.61M 0.09% +3,323 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 236,374 $7.32M 0.02% -14,409 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 207,258 $6.42M 0.06% +18,716 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 204,398 $6.33M 0.07% +14,774 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 184,934 $5.73M 0.01% -3,470 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 177,420 $5.5M 0.22% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 139,628 $4.33M 0.02% -643 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 139,289 $4.32M <0.01% +266 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 137,825 $4.27M 0.05% +119,524 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 132,407 $4.1M 0.53% -548 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 125,145 $3.88M <0.01% -78,345 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 120,946 $3.75M 2.15% -1,919 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 118,912 $3.68M 0.01% +5,233 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 113,517 $3.52M 0.1% +12,424 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 110,494 $3.42M 0.69% -1,174 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109,777 $3.4M 0.03% -3,221 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 109,386 $3.39M 0.23% +8,793 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 108,258 $3.35M <0.01% -6,201 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 106,799 $3.31M 0.67% +4,323 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 106,297 $3.29M 0.13% +99,880 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 101,971 $3.16M 0.16% +1,767 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 100,403 $3.11M 1.67% +5,272 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 87,608 $2.71M 0.06% +1,608 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 84,400 $2.62M 0.65% +967 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 82,166 $2.55M 0.08% +4,547 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 81,513 $2.53M <0.01% -189,665 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 79,296 $2.46M 0.13% +4,658 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 77,481 $2.4M 0.06% +33,551 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 75,844 $2.35M 0.02% -13,607 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 69,274 $2.15M 1.05% +7,629 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 68,338 $2.12M 0.01% +5,385 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,608 $1.78M 0.05% +1,166 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,535 $1.72M 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,195 $1.62M 0.05% +3,206 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 51,939 $1.61M 0.05% -33,369 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 51,007 $1.58M 0.02% -5,597 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 50,993 $1.58M 0.18% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 49,750 $1.54M <0.01% -84,634 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 45,940 $1.43M 0.1% +2,244 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,250 $1.4M 0.09% -50 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 44,298 $1.37M 0.08% +4,235 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 42,271 $1.31M 0.43% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 41,147 $1.27M 0.02% +800 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,400 $1.23M 0.01% +6,283 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 38,522 $1.19M 0.06% +8,237 13F-HR/A Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 37,503 $1.16M 0.4% -7,054 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,077 $1.15M 0.03% +2,141 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,026 $1.15M <0.01% -1,796 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 34,791 $1.08M 0.03% 0 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 34,026 $1.05M 0.9% -57 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 33,580 $1.04M 1.13% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,415 $1M 0.09% -147 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 32,407 $1M -29 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 31,907 $989K 0.01% +1,164 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 31,841 $987K 0.01% +1,576 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 31,468 $975K <0.01% -5,539 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 31,396 $973K 0.03% -20 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,944 $959K 0.03% +1,662 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 30,504 $945K 0.36% +4,182 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 29,589 $917K 0.18% -2,302 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,686 $858K <0.01% 13F-HR/A Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 27,394 $849K 0.08% +5,130 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,985 $836K <0.01% -2,497 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 26,985 $836K <0.01% -99,206 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,964 $835K 0.01% +642 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 26,964 $835K 0.01% +642 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,170 $811K 0.02% +6,865 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,929 $803K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,676 $765K <0.01% +281 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 23,311 $722K 0.29% -15 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,168 $718K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 22,875 $709K 0.5% -273 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 21,757 $674K 0.07% -126 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 21,607 $670K 0.04% +953 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,574 $668K 0.01% -21,479 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,563 $668K <0.01% new 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 20,661 $641K 0.13% -321 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 20,565 $637K 0.01% +221 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 19,921 $617K 0.47% -31,174 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 19,647 $609K 0.18% +15,727 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,499 $604K 0.01% -460 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 19,216 $595K 0.07% +28 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 18,960 $587K 0.24% -400 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 18,328 $568K 0.09% +951 13F-HR/A Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 18,073 $560K 0.56% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,865 $554K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,726 $549K 0.03% +1,128 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,533 $543K 0.04% -68 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 17,137 $531K 0.02% -732 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,127 $531K 0.13% +13 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,001 $527K <0.01% -2,380 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,935 $525K 0.01% +60 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,668 $516K <0.01% -17 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,467 $510K <0.01% -198 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,397 $508K 0.03% -586 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 15,331 $475K 0.04% +1,284 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 14,256 $442K 0.36% -46 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 14,084 $436K 0.24% +176 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14,075 $436K 0.16% +1,082 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,723 $425K <0.01% 0 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,578 $421K 0.06% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,182 $408K <0.01% +7,693 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 12,440 $385K 0.14% +156 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,113 $375K <0.01% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,900 $369K 0.11% +543 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 11,049 $342K 0.15% +605 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,953 $339K <0.01% +400 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 10,640 $330K <0.01% +1,744 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,585 $328K 0.07% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,556 $327K 0.03% -2,905 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,396 $322K 0.32% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,345 $321K 0.03% -162 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 10,306 $319K 0.06% +12 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,237 $317K 0.02% -4,599 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,197 $316K 0.06% -899 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,037 $311K 0.09% -1,545 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,833 $304K 0.1% -141 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,445 $293K <0.01% -3,922 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,265 $287K <0.01% -153 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 8,955 $277K 0.29% 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,913 $276K 0.1% -163 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 8,843 $274K 0.21% +43 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,720 $270K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,629 $267K 0.01% +3 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,427 $261K 0.12% +1,504 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 8,009 $248K 0.01% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 7,928 $246K 0.15% -4,362 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,196 $246K 0.17% +10 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,583 $235K new Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 7,336 $227K 0.01% -374 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,239 $224K 0.05% +374 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,988 $217K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,337 $211K 0.01% +137 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,665 $207K 0.01% +33 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 6,661 $206K 0.11% -6,865 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,442 $169K <0.01% -88,016 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,775 $148K 0.01% -90 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,546 $141K <0.01% +307 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,320 $134K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,255 $132K 0.05% -51 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,825 $119K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,670 $115K <0.01% +2,047 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,639 $113K <0.01% -184 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,547 $110K 0.02% -377 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,153 $97.7K 0.01% -141 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,084 $95.6K <0.01% 0 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,888 $89.6K 0.05% +264 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,804 $86.9K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,800 $86.8K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,786 $86.3K 0.03% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,654 $82K <0.01% -666 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,356 $73K 0.07% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,132 $66.1K <0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,884 $58.5K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,729 $53.6K <0.01% -112 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,600 $49.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,514 $46.9K <0.01% +621 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,390 $43.1K 0.03% +28 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,198 $37.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,187 $36.8K <0.01% +6 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,128 $35K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,043 $32.3K 0.06% -1,587 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 992 $30.7K 0.01% 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 914 $28K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 889 $27.5K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 767 $23.8K <0.01% +6 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 696 $21.6K 0.02% 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/ 650 $20.1K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 610 $19.4K 0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 555 $17.2K <0.01% +8 13F-HR/A Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 465 $14.4K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 360 $11.2K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 278 $8.62K <0.01% -43 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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