ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,346,392 $43M +61,942 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,117,365 $35.7M 0.01% +47,599 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/ 605,446 $19.4M <0.01% -69,581 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 541,253 $17.3M 0.05% -32,415 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 530,052 $16.9M 0.03% +23,978 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 513,384 $16.4M 0.31% -2,581 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 403,542 $12.9M 0.03% -21,488 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 342,048 $10.9M 0.84% +11,816 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 326,610 $10.4M 0.01% -18,962 13F-HR Timeline Group Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 296,834 $9.49M 1.95% -1,798 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 283,469 $9.06M 0.13% -6,796 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 266,313 $8.51M <0.01% -14,131 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 259,164 $8.28M <0.01% -4,302 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 256,432 $8.2M 0.05% -63,624 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 244,422 $7.81M 0.08% -1,283 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 229,895 $7.35M 0.02% -6,479 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 211,349 $6.75M 0.08% +6,951 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 193,057 $6.17M 0.06% -14,201 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 182,932 $5.85M 0.01% -2,002 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 177,420 $5.67M 0.21% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 140,781 $4.5M <0.01% +1,492 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 137,825 $4.4M 0.06% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 135,584 $4.33M 0.03% -4,044 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 131,615 $4.21M 0.57% -792 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 125,105 $4M 0.01% +6,193 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 123,460 $3.95M 0.35% +96,066 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 117,866 $3.77M <0.01% -7,279 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 117,373 $3.75M 2.17% -3,573 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 112,888 $3.61M 0.24% +3,502 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109,777 $3.51M 0.03% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 108,332 $3.46M 0.67% -2,162 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 99,876 $3.19M 1.69% -527 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 90,110 $2.88M 0.06% +2,502 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,164 $2.82M <0.01% -20,094 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 78,114 $2.5M 0.62% -6,286 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 76,443 $2.44M <0.01% +26,693 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 76,366 $2.44M 0.06% -1,115 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 74,481 $2.38M 0.01% +6,143 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 69,200 $2.21M 0.02% -6,644 13F-HR/A Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 69,046 $2.21M 1.05% -228 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,100 $2.14M <0.01% -14,413 13F-HR/A Timeline Group McAdam, LLC More: the full row for McAdam, LLC 60,291 $1.93M 0.12% -19,005 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 56,431 $1.8M 0.05% -1,177 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,535 $1.77M 0.03% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 54,677 $1.75M 0.17% +3,684 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 52,668 $1.68M 0.13% +6,728 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51,960 $1.66M 0.05% -235 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,464 $1.62M 0.05% -1,475 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 49,818 $1.59M 0.07% -56,479 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 47,111 $1.51M 0.04% +12,320 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 47,083 $1.5M <0.01% +41,641 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 45,294 $1.45M 1.53% +11,714 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,200 $1.44M 0.1% -50 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,965 $1.37M 0.09% -1,333 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 42,517 $1.36M 0.02% +1,370 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 41,951 $1.3M 0.42% -320 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 39,842 $1.27M 0.08% +1,320 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,660 $1.27M <0.01% +2,634 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,122 $1.19M 0.03% +45 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,566 $1.17M 0.01% -1,834 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 36,507 $1.17M <0.01% new 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36,181 $1.16M 0.01% +4,340 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 33,433 $1.07M 0.77% -593 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 33,062 $1.06M 0.1% +647 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 32,407 $1.04M 0.03% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 32,324 $1.03M 0.47% +1,820 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 31,877 $1.02M 0.01% -30 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,591 $1.01M 0.03% +647 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,623 $979K <0.01% +5,947 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 28,832 $952K 0.31% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 29,373 $939K 0.03% -2,023 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,359 $938K 0.01% +2,395 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 29,359 $938K 0.01% +2,395 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 28,826 $921K 0.19% -77,973 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 28,352 $906K 0.17% -1,237 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,825 $889K 0.03% +1,655 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,607 $818K <0.01% -2,079 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,465 $782K <0.01% -2,520 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 23,970 $766K <0.01% -1,959 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,168 $740K 0.02% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 22,967 $734K 0.29% -344 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 22,937 $733K 0.56% +62 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 22,857 $731K <0.01% -8,611 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 22,126 $707K 0.04% -79,845 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 21,633 $692K 0.01% +1,068 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 19,911 $664K 0.13% -750 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,214 $646K 0.02% +2,349 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 19,720 $630K 0.1% +1,392 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,671 $628K <0.01% +6,489 13F-HR/A Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 18,660 $596K 0.25% -300 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 18,587 $594K 0.05% +3,256 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,513 $592K 0.17% -1,134 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,440 $589K <0.01% -8,545 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 18,405 $588K 0.59% +332 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,370 $587K 0.02% -1,129 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17,543 $561K <0.01% -4,031 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,988 $553K 0.03% -738 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,127 $547K 0.12% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,997 $543K <0.01% +530 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 16,865 $539K 0.02% -65,301 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,829 $538K <0.01% +161 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,567 $529K 0.03% +10,230 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,095 $514K 0.02% -1,042 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 16,081 $514K 0.03% -5,526 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,991 $511K 0.02% -1,542 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,225 $487K 0.01% -1,710 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14,545 $465K 0.18% +470 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 14,203 $454K 0.36% -53 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 $439K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,391 $428K 0.02% -3,006 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 13,290 $425K 0.23% -794 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,735 $407K <0.01% +2,095 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 12,440 $398K 0.14% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,217 $390K <0.01% -4,784 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,113 $387K <0.01% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,531 $369K 0.1% -369 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 11,370 $363K 0.35% +974 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,250 $360K 0.54% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,953 $350K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 10,585 $338K 0.07% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,245 $327K 0.03% -311 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,237 $327K 0.02% 0 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 10,204 $324K 0.07% -102 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 10,037 $321K 0.14% -1,012 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,037 $321K 0.09% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,938 $318K <0.01% +493 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,844 $315K 0.03% -501 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 9,794 $313K 0.31% +839 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 9,347 $299K 0.1% +434 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,153 $293K 0.05% -1,044 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,771 $280K 0.06% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,720 $279K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,314 $266K 0.01% -315 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,106 $259K 0.01% +1,118 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,000 $256K 0.16% +72 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,999 $256K 0.12% -428 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,741 $247K <0.01% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 7,336 $234K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,116 $227K 0.05% -123 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,995 $223K 0.08% -2,838 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,018 $217K 0.15% -178 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,689 $214K <0.01% -44,318 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,463 $207K 0.01% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,419 $205K 0.02% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,388 $204K 0.04% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 6,364 $203K 0.08% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,329 $202K 0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,294 $201K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,515 $144K <0.01% -31 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,320 $138K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,080 $130K 0.05% -175 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,825 $122K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,409 $114K <0.01% -261 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% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,345 $107K <0.01% -1,430 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,310 $106K 0.01% +157 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,295 $105K 0.01% -252 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,084 $99.4K <0.01% 0 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,987 $95K <0.01% +333 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,800 $89.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,786 $89K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,268 $73.1K 0.01% +754 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,132 $68.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,904 $60.9K 0.01% -900 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,900 $60.7K <0.01% +1,805 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,694 $54.1K <0.01% -35 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,600 $51.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,562 $49.9K 0.07% +519 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,290 $41.2K <0.01% +103 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,198 $38.3K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 910 $29.1K 0.01% -82 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 914 $29K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 714 $22.8K 0.01% +104 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 696 $22.2K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 684 $21.9K <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/ 650 $20.7K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 617 $19.7K <0.01% +62 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 610 $19.5K 0.02% -1,746 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 565 $18.1K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 482 $15.4K <0.01% +343 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 465 $14.9K 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 $11.5K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 278 $8.89K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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