ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,823,814 $121M -680,202 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,318,306 $76.8M +807,729 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,512,008 $62.4M <0.01% +185,416 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,161,917 $38.4M 0.01% -266,129 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,584,685 $28.2M 0.01% +8,764 13F-HR 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 1,452,386 $25.8M <0.01% -27,290 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,244,176 $22.1M 1.69% -46,568 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,083,762 $19.3M <0.01% +319,204 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 912,106 $16.2M <0.01% +57,713 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 763,819 $13.6M 0.76% +53,091 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 634,387 $11.3M 0.84% +37,530 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 588,787 $10.5M 0.01% -140,866 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 588,510 $10.5M 0.01% +354,477 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 586,281 $10.4M 0.3% +23,586 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 576,062 $10.2M 1.72% -22,073 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 517,835 $9.21M <0.01% +335,806 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 515,184 $9.18M <0.01% +31,392 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 508,751 $9.05M 0.12% +45,485 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 480,404 $8.54M 0.02% +27,431 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 466,030 $8.29M 1.38% -41,287 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 438,155 $7.79M 0.37% +14,471 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 413,409 $7.35M 0.44% +38,108 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 372,507 $6.62M 0.21% -12,373 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 301,474 $5.36M <0.01% -53,232 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 270,643 $4.81M 0.63% +26,327 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 263,725 $4.69M 0.03% -79,949 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 235,269 $4.18M <0.01% +72,211 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 234,097 $4.16M 0.02% -15,342 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 216,993 $3.86M 0.03% +841 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 158,435 $2.82M 0.55% +20,285 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 155,190 $2.76M 0.02% +5,477 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 147,880 $2.63M <0.01% +9,949 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 146,308 $2.6M -46,597 Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 127,915 $2.27M 0.11% +10,170 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 123,990 $2.2M 0.04% +60,299 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 115,524 $2.05M <0.01% -173,283 13F-HR Timeline Group White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 114,023 $2.03M 1.26% +6,269 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 109,265 $1.94M 0.02% +2,986 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 108,628 $1.93M 0.01% -25,382 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,010 $1.8M <0.01% -937 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,487 $1.73M <0.01% +1,301 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 97,300 $1.73M 0.06% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 94,076 $1.67M 0.02% -279,654 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 91,063 $1.62M 0.43% +16,814 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 87,127 $1.55M 0.17% +3,022 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 86,344 $1.53M 0.38% +632 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 85,610 $1.52M 0.02% -11,175 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 80,680 $1.43M <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 78,095 $1.39M 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 70,351 $1.25M 0.01% -106,029 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 70,120 $1.25M 0.51% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 64,039 $1.14M <0.01% +545 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 61,972 $1.1M <0.01% +9,420 13F-HR Timeline Group FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 61,535 $1.09M 0.51% +133 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,359 $1.06M 0.02% -5,518 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 57,782 $1.03M 0.55% -18,980 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 56,756 $1.01M <0.01% +1,493 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 56,118 $998K 0.04% -5,760 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 55,790 $992K <0.01% -1,803 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 53,020 $943K 0.09% -13,166 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 52,351 $928K 0.02% -17,371 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 51,847 $922K 0.01% -118,106 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 51,059 $908K <0.01% -1,606 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 49,380 $878K <0.01% +15,255 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 46,369 $824K 0.02% +2,473 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 45,985 $818K 0.2% +140 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,190 $803K <0.01% -1,782 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 43,644 $776K 0.15% -76,270 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,760 $743K <0.01% +5,764 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 40,324 $703K +22,595 Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 40,209 $699K 0.45% +1,713 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 38,442 $683K 0.05% -22,690 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 38,280 $682K 0.74% +12,740 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 35,830 $637K 0.09% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 34,106 $606K 0.02% -2,756 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,680 $581K 0.01% +3,793 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 29,853 $531K 0.01% +3,707 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 29,314 $521K 0.16% -7,753 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 28,759 $511K 0.25% +401 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 27,980 $497K <0.01% new 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 24,739 $440K 0.23% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 21,368 $380K 0.01% -314,677 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,900 $354K <0.01% +6,000 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,443 $346K <0.01% -7,799 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,200 $306K 0.01% +5,200 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 17,092 $304K 0.01% +211 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 16,250 $289K 0.06% -9,137 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 15,223 $271K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,334 $255K <0.01% +1,318 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,970 $248K <0.01% -375 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,917 $247K 0.01% +65 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,116 $233K 0.03% -51,382 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 13,078 $233K 0.04% new 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,776 $227K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,717 $226K 0.01% -5,065 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,611 $224K 0.02% +5,417 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,371 $220K 0.07% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,859 $211K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,434 $203K <0.01% -1,552 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,200 $199K <0.01% -40,585 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,792 $192K 0.04% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,760 $191K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,291 $183K 0.01% -953 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,215 $182K <0.01% -3,275 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,217 $182K 0.01% -2,466 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,655 $172K <0.01% -11,934 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,597 $135K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,779 $121K 0.01% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,245 $93.3K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,378 $77.8K <0.01% -1,130 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,232 $75.2K <0.01% +1,887 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,976 $70.7K <0.01% new 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,896 $69.3K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,450 $61.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,331 $59.2K <0.01% +122 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,087 $54.9K <0.01% -2,229 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,963 $52.7K 0.01% -572 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,470 $43.9K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,735 $30.8K 0.16% -1,374 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,591 $28.3K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,522 $27.1K <0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,477 $26.3K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,415 $25.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,299 $22.7K <0.01% -392 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 978 $17.4K <0.01% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 587 $10.4K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 491 $8.73K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 456 $8.11K <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. 348 $6.19K <0.01% -442 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 314 $5.59K <0.01% -92 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 276 $4.91K <0.01% +248 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 193 $3.43K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 82 $1.46K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $800 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 35 $622 <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 23 $409 <0.01% 0 13F-HR Timeline