ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,484,392 $75.5M -64,712 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,481,414 $75.3M +77 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 296,660 $15.1M 0.01% +42,187 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 133,206 $6.78M <0.01% -8,469 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 109,147 $5.55M 0.05% -1,041 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 81,644 $4.15M 0.15% +2,248 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 80,148 $4.08M 0.01% +2,640 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 69,073 $3.51M 0.01% +37,832 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 63,993 $3.25M 0.01% -2,581 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,267 $2.86M <0.01% +7,426 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,315 $1.59M <0.01% +259 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 30,407 $1.55M <0.01% +1,899 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,036 $1.38M <0.01% +4,976 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 26,701 $1.36M 0.19% -905 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,687 $1.05M <0.01% +440 13F-HR/A Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 19,757 $1M 0.17% +656 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,694 $1M 0.01% -862 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,907 $942K <0.01% +9,985 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,402 $936K <0.01% +9,239 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,472 $838K <0.01% +157 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 16,340 $831K 0.11% +8 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,629 $795K 0.01% -338 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,119 $769K 0.01% -1,334 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,326 $729K 0.03% +4,400 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,567 $690K <0.01% -1,097 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,268 $675K 0.01% -807 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 13,147 $669K 0.04% +4,928 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,828 $650K 0.02% -269 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,138 $617K <0.01% +429 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 10,447 $531K 0.56% -2,297 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,830 $500K <0.01% +1,652 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,601 $488K 0.01% -2,279 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,158 $466K <0.01% -192 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 8,965 $456K <0.01% -226 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,806 $448K 0.01% +296 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 8,711 $443K 0.2% +178 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,156 $415K <0.01% +290 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,138 $413K 0.15% -3,686 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,956 $405K <0.01% +2,509 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,794 $396K <0.01% +505 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,651 $389K <0.01% -1,192 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,453 $379K 0.03% -109 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,851 $348K 0.04% -566 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,338 $322K 0.01% -147 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 6,020 $306K 0.05% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,875 $299K 0.02% -393 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,556 $283K 0.01% -62 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,419 $276K 0.01% -123 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,376 $273K 0.01% +123 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,304 $270K <0.01% +132 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,023 $255K 0.01% -219 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,486 $228K 0.11% -182 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,163 $212K 0.11% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,132 $210K 0.01% -105 13F-HR Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,052 $202K 0.08% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,957 $201K 0.04% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,330 $169K <0.01% +1,197 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,333 $119K <0.01% +15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,159 $110K <0.01% +97 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,920 $97.7K 0.04% +13 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,602 $81.5K <0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,502 $76.4K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,456 $75.3K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,192 $60.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,158 $58.9K <0.01% -210 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,144 $58.2K <0.01% -93 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,129 $57.4K <0.01% -76 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,123 $57.1K <0.01% -52 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 935 $47.6K <0.01% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 797 $40.5K <0.01% new 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 511 $26K <0.01% -22 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 480 $24.4K 0.01% -136 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 398 $20.2K <0.01% -52 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 417 $19.3K 0.01% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 296 $15K <0.01% +6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 289 $14.7K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 229 $11.6K 0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 221 $11.2K <0.01% -8 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 214 $10.9K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 179 $9.11K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 178 $9.07K <0.01% +3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 164 $8.34K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $7.63K <0.01% 0 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 130 $6.61K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 121 $6.15K <0.01% -4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 110 $5.55K <0.01% -33 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 103 $5.24K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 101 $5.14K <0.01% -6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 99 $5.04K <0.01% 0 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 $3.26K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 53 $2.7K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34 $1.75K <0.01% -447 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4 $227 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $63 <0.01% -111 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.