ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 563,937 $19M 0.01% +15,786 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 340,606 $11.5M 0.37% -16,450 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 303,276 $10.2M 0.18% +68,058 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 283,832 $9.56M 5.35% +220 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 259,113 $8.73M 3.8% +10,029 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 240,263 $8.09M 0.02% -17,367 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 202,954 $6.84M 1.62% +1,027 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 194,374 $6.55M <0.01% -15,654 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 185,351 $6.24M 0.07% -14,077 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 184,229 $6.2M 1.84% -4,318 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 153,404 $5.17M 0.34% +75,024 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 148,923 $5.02M 0.43% -5,571 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 145,361 $4.9M 0.3% -17,063 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 135,473 $4.56M <0.01% +14,217 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 123,968 $4.47M 0.64% +2,816 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 129,856 $4.37M 0.76% +10,997 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 117,851 $3.97M 0.01% -14,740 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 112,884 $3.8M 0.04% -30,435 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 103,314 $3.48M 0.01% new 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 102,280 $3.44M 0.01% -4,997 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 98,127 $3.31M <0.01% +7,057 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94,147 $3.17M 0.59% -219 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 91,585 $3.08M <0.01% -281,138 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 85,906 $2.89M 1.62% -31,491 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,281 $2.33M <0.01% -109 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 63,271 $2.13M 0.03% new 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 60,156 $2.04M 1.59% +5,120 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 57,363 $1.93M <0.01% +14,441 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,375 $1.73M <0.01% +2,937 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 49,947 $1.68M 1.65% -2,202 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 49,756 $1.61M 0.53% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,543 $1.57M 0.01% -21,254 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/ 45,826 $1.54M <0.01% -68,620 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 42,538 $1.45M 0.02% -1,787 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 40,963 $1.38M 0.04% -279 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 39,207 $1.32M 0.03% -1,545 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 37,793 $1.27M 0.05% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 37,668 $1.27M 0.8% 0 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 35,432 $1.19M <0.01% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 35,191 $1.19M 0.13% +1,230 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,684 $1.17M 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,570 $1.16M 0.01% -140 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,004 $1.15M <0.01% +1,644 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,794 $1.14M 0.02% +25,247 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 29,871 $1.01M 0.01% -9,227 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 27,965 $942K <0.01% -906 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 27,052 $911K 0.52% +5,983 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 27,042 $911K 0.36% -1,465 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 26,004 $876K 0.75% -1,703 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,437 $874K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,686 $865K 0.01% -219 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 22,455 $756K 0.13% +6,726 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,659 $696K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,349 $685K <0.01% +3,413 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 20,114 $677K 0.33% +50 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 19,985 $673K 0.2% +2,123 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 18,202 $613K 0.23% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,682 $596K 0.04% -1,636 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,235 $580K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 14,729 $496K 0.08% -4,402 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 12,340 $446K 0.23% -1,930 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 12,045 $406K 0.03% -550 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,670 $393K 0.13% -1,404 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 11,173 $376K 0.01% -73 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,612 $357K <0.01% -164 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,398 $317K 0.02% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,398 $317K 0.06% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,268 $312K 0.3% +316 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,962 $302K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,151 $275K <0.01% -350 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 7,964 $268K 0.05% +1 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,642 $257K 0.04% +906 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,642 $257K <0.01% +53 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,122 $240K <0.01% +251 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,994 $236K 0.01% -5,275 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,810 $229K 0.02% -2,109 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,676 $225K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,260 $211K 0.07% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,037 $203K 0.03% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,641 $156K <0.01% -1 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,412 $149K 0.02% +4,115 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,360 $147K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,731 $92K 0.04% -19 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,600 $88K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,928 $64.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,427 $48.1K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,000 $32.3K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 917 $30.9K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 806 $27K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $26.9K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 458 $15.4K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 453 $15.3K <0.01% -196 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 300 $10K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 241 $8.44K <0.01% +12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 225 $7.58K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 200 $7.01K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 149 $5.02K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 130 $4.38K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $3.03K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25 $842 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $269 <0.01% -5 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $49 <0.01% 0 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.