ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 410,647 $15.9M <0.01% -153,290 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 340,583 $13.2M 0.33% -23 13F-HR/A Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 272,619 $10.6M 5.43% -11,213 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 268,743 $10.4M 4.36% +9,630 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 236,916 $9.19M 0.02% -3,347 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 208,182 $8.12M 1.69% +5,228 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 204,716 $7.94M <0.01% +10,342 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 182,907 $7.09M 0.28% +165,672 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 175,225 $6.79M <0.01% +39,752 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 161,595 $6.27M 0.08% -141,681 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 158,882 $6.16M 0.34% +13,521 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 156,817 $6.08M 0.37% +3,413 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 149,510 $5.8M 0.06% -35,841 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 143,139 $5.55M 0.43% -5,784 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 137,350 $5.33M 0.06% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 136,888 $5.31M 0.81% +7,032 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 123,387 $4.78M 0.07% +60,116 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 123,178 $4.78M 0.65% -790 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 115,893 $4.49M 0.77% +21,746 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,647 $4.02M 0.01% +1,367 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,278 $3.77M <0.01% -849 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,017 $3.61M <0.01% +1,432 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 89,435 $3.47M 0.01% -28,416 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 82,865 $3.21M 0.86% -101,364 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,887 $2.67M <0.01% -394 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 68,158 $2.64M 0.49% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 65,505 $2.54M <0.01% +14,130 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,561 $2.27M <0.01% +1,198 13F-HR Timeline Group White Wing Wealth Management More: the full row for White Wing Wealth Management 58,086 $2.25M 1.53% -2,070 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 56,312 $2.18M 0.35% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 54,191 $2.1M 1.79% +4,244 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 50,320 $1.95M 0.75% +564 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/ 46,167 $1.79M <0.01% +341 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 45,685 $1.77M 1.01% -40,221 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,446 $1.65M 0.01% -92 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 38,437 $1.49M 0.79% +769 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,267 $1.44M 0.03% -3,696 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,792 $1.43M 0.03% -2,415 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,738 $1.42M <0.01% +2,734 13F-HR/A Timeline Group 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 35,328 $1.37M <0.01% -104 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,806 $1.35M 0.01% +236 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,684 $1.34M 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 30,948 $1.2M 0.12% -4,243 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 30,787 $1.19M 0.15% +26,375 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 30,477 $1.18M 0.64% +3,425 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,728 $1.08M 0.15% +21,691 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 27,550 $1.07M 0.4% +508 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 26,631 $1.03M 0.29% +6,646 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,090 $1.01M 0.01% +404 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 25,436 $986K 0.84% -568 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,437 $978K 0.03% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,227 $978K <0.01% -21,316 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24,866 $964K 0.32% +6,664 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,531 $874K 0.14% +76 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,560 $836K 0.01% -8,311 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 21,555 $836K <0.01% -6,410 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,495 $833K 0.02% new 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 21,124 $819K 0.77% 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 19,511 $756K 0.33% -603 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 21,872 $737K 0.09% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,366 $712K <0.01% -1,983 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 18,016 $698K 0.04% +334 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,014 $660K <0.01% -86,300 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,182 $589K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,141 $471K <0.01% -100,743 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 12,141 $471K 0.44% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,849 $459K 0.01% -21,945 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 11,257 $436K 0.02% +84 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,194 $434K 0.14% -476 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,870 $421K 0.37% +1,602 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,798 $419K 0.01% +1,836 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,617 $412K 0.03% -1,428 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,795 $393K 0.19% -2,545 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,142 $393K <0.01% -470 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,787 $379K 0.13% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 9,324 $361K 0.06% +1,682 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 9,251 $359K 0.15% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,038 $350K 0.01% -360 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,038 $350K 0.06% -360 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,537 $331K <0.01% new 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 8,403 $326K 0.05% +439 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,792 $302K <0.01% +150 13F-HR/A Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,714 $260K 0.02% +38 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,381 $248K <0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,245 $242K 0.02% -565 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,204 $241K 0.05% -56 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,202 $240K <0.01% -920 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,504 $213K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,417 $210K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,332 $207K <0.01% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,188 $201K 0.15% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,543 $176K <0.01% -98 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,360 $169K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,600 $101K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,486 $96.4K 0.04% -245 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,111 $81.8K 0.01% +183 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,687 $65.4K <0.01% +260 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,000 $38.8K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 917 $35.6K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 806 $31.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $31K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 731 $28.4K <0.01% +278 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 505 $19.6K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 458 $17.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 326 $12.6K <0.01% +101 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 312 $12K <0.01% +12 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 224 $8.7K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 200 $7.75K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 184 $7.13K <0.01% -57 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 149 $5.78K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 130 $5.04K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90 $3.49K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 78 $3.02K <0.01% new 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 33 $1.28K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $310 <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1 $39 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $16 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.