ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,549,104 $71.6M -109,201 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,481,337 $68.4M -26 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 254,473 $11.8M <0.01% +20,767 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 141,675 $6.54M <0.01% -8,993 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 110,188 $5.09M 0.06% -608 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 79,396 $3.67M 0.15% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 77,508 $3.58M 0.01% +8,448 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,574 $3.08M 0.01% +204 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,841 $2.26M <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,241 $1.44M 0.01% -42,498 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,056 $1.43M <0.01% -625 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28,508 $1.32M <0.01% -2,413 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 27,606 $1.28M 0.19% -5,996 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 26,522 $1.21M <0.01% 0 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,513 $1.13M 0.01% -1,720 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,738 $1.05M <0.01% new 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,060 $1.02M <0.01% +390 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,556 $949K 0.01% -2,780 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,247 $935K <0.01% -745 13F-HR/A Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 19,101 $882K 0.16% -2,268 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,453 $760K 0.01% -315 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 16,332 $754K 0.11% -847 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,315 $754K <0.01% -1,186 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,967 $738K 0.01% -1,815 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,664 $677K <0.01% -446 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,075 $650K 0.01% -706 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 13,097 $610K 0.02% -567 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 12,744 $589K 0.66% -1,096 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,880 $549K 0.01% +3,090 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,824 $546K 0.26% +631 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,709 $541K <0.01% -79 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,926 $458K 0.02% +4,437 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,350 $432K <0.01% +3,443 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 9,191 $425K <0.01% -156 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,163 $423K <0.01% -36,985 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,922 $412K <0.01% -5,952 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,843 $408K <0.01% -33 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 8,533 $394K 0.19% -16 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,510 $393K 0.02% -459 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 8,219 $380K 0.03% +6,914 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,178 $378K <0.01% +378 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,178 $378K <0.01% +378 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,866 $363K <0.01% -393 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,562 $349K 0.03% -172 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,417 $343K 0.04% -757 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,289 $337K <0.01% -1,715 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,485 $300K 0.01% +740 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,268 $290K 0.02% +121 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,244 $288K <0.01% -1,480 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 6,020 $278K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,618 $259K 0.01% -485 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,542 $257K 0.01% +2,040 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,447 $252K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,253 $243K 0.01% -384 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,242 $242K 0.01% +420 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,172 $239K <0.01% -688 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,692 $226K 0.01% -1,339 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,668 $216K 0.12% -216 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,237 $196K 0.01% -734 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,318 $107K <0.01% +457 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,133 $98.6K <0.01% -200 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,062 $96K <0.01% +206 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,907 $88.1K 0.04% +32 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,602 $74K <0.01% -151 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,368 $63.2K <0.01% +16 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,237 $57.1K <0.01% -23 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,205 $55.7K <0.01% -26 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,192 $55.1K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,175 $54.3K <0.01% -12 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 642 $29.7K <0.01% -29 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 616 $29.3K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 533 $24.6K <0.01% -17 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 481 $22.2K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 450 $20.8K <0.01% -42 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 290 $13.4K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 289 $13.3K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 229 $10.6K <0.01% -34 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 214 $9.88K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 205 $9.47K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 175 $8.08K <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 164 $7.58K <0.01% -39 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 157 $7.36K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $6.93K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 143 $6.61K <0.01% +15 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 130 $6K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 125 $5.77K <0.01% -266 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 112 $5.17K <0.01% +111 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 107 $4.94K <0.01% -3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 99 $4.57K <0.01% new 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 98 $4.53K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 97 $4.48K <0.01% -5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 91 $4.2K <0.01% +42 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 77 $4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 64 $2.96K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4 $208 <0.01% -3 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,168 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.