LPL Financial LLC More: the full row for LPL Financial LLC 3,092,237 $115M 0.03% +267,403 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 601,687 $22.5M 0.01% +11,076 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 455,472 $17M 0.03% +5,937 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 339,848 $12.6M <0.01% +43,962 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 310,267 $11.6M <0.01% -2,865 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 269,296 $10.1M <0.01% +2,791 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 262,229 $9.76M 5.07% +18,574 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 176,737 $6.6M 0.93% +137,961 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 164,472 $6.14M <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 150,112 $5.61M 0.12% -1,619 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 140,078 $5.23M 0.05% +10,315 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 136,439 $5.09M 0.77% +5,511 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 131,049 $4.87M 0.01% +14,077 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 126,579 $4.73M <0.01% +75,518 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 104,475 $3.9M <0.01% +16,202 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 71,558 $2.67M 0.09% +2,443 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 49,134 $1.83M 1.25% -302 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 36,129 $1.35M <0.01% +2,414 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,334 $1.24M 0.02% +1,646 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 31,490 $1.18M <0.01% +360 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,915 $1.15M 0.01% +24,577 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 29,482 $1.1M 0.12% +3,832 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 25,097 $937K 0.15% +658 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 22,998 $855K 0.45% +3,157 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 17,325 $647K 0.48% -1,400 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,184 $642K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,850 $554K <0.01% -88 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,808 $553K <0.01% +2,680 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 12,362 $462K 0.23% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 11,439 $427K 0.24% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,273 $421K <0.01% -415 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,206 $344K <0.01% -9,166 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,000 $299K 0.17% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,677 $287K 0.02% +106 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 7,435 $278K 0.14% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,781 $253K <0.01% +393 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,158 $230K <0.01% +6,068 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,737 $214K <0.01% -2,436 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,440 $203K <0.01% -40 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,400 $202K 0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,192 $157K 0.03% -656,792 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 2,781 $104K 0.06% +45 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,537 $94.7K <0.01% +20 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,143 $80K <0.01% -705 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,992 $74.4K <0.01% 0 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. 1,645 $61.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,263 $47.2K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 891 $33.3K <0.01% +859 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 803 $30K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFG Advisory, LLC More: the full row for IFG Advisory, LLC 512 $19.1K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 486 $18.1K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 484 $18.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 231 $8.63K <0.01% +95 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 196 $7.32K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 192 $7.18K <0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 142 $5.3K <0.01% -69 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 100 $3.73K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 92 $3.45K <0.01% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 28 $1.06K <0.01% 0 13F-HR Timeline