ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,030,430 $51.2M +1,813,527 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,849,992 $48.1M <0.01% +418,415 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,978,134 $33.4M 0.01% -1,114,952 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,863,224 $31.5M 0.05% +1,386,685 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,679,653 $28.4M -10,426 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 1,540,372 $26M <0.01% -1,139,674 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,497,812 $25.3M 0.03% -102,691 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 846,842 $14.3M <0.01% +586,610 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 840,846 $14.2M <0.01% -867,028 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 710,167 $12M 2.77% -69,823 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 527,867 $8.92M 0.02% +106,186 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 511,844 $8.65M 0.35% -10,732 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 502,283 $8.48M 0.81% +211,157 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 499,315 $8.43M 0.57% -19,297 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 428,920 $7.24M 0.01% -60,038 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 420,049 $7.09M 0.12% +288,958 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 415,844 $7.02M <0.01% +400,763 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 359,532 $6.07M 0.21% -112,780 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 353,246 $5.97M 0.35% -22,416 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 322,735 $5.45M 0.71% +138,228 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 295,297 $4.97M 0.45% +28,894 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 292,847 $4.95M 1.19% -103,914 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 250,578 $4.23M 0.06% -1,258 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 225,553 $3.81M 0.02% -8,160 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 224,250 $3.79M 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 213,457 $3.61M 0.04% +1,263 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 211,338 $3.57M 0.05% +14,535 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 201,456 $3.4M 1.23% +1,095 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 199,324 $3.35M 0.05% -1,898 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 194,521 $3.29M 0.01% +140,711 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 184,027 $3.11M <0.01% +10,316 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 176,628 $2.98M 1.18% +919 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 173,364 $2.93M <0.01% +8,123 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 166,991 $2.82M 1.18% +37,127 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 148,673 $2.51M 0.02% +8,156 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 143,453 $2.42M 0.02% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 134,002 $2.26M <0.01% -3,014 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 127,613 $2.16M 0.4% +34,278 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 116,627 $1.97M <0.01% -77,805 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 114,643 $1.94M 0.6% -74,803 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 96,092 $1.62M <0.01% +26,486 13F-HR Timeline Group White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 92,746 $1.56M 1.25% -3,084 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 88,448 $1.49M 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 87,850 $1.48M 0.02% -16,950 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 76,042 $1.28M 0.3% -8,257 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 75,354 $1.27M 0.57% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 70,561 $1.19M 0.19% -33,605 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 61,391 $1.04M 0.06% -6,450 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 54,628 $923K 0.48% +1,415 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 49,342 $833K 0.17% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,030 $811K <0.01% -1,144 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 45,540 $769K 0.02% -329 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,676 $755K 0.02% -16,319 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 42,474 $717K <0.01% +21,024 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,353 $631K <0.01% new 13F-HR/A Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 35,830 $605K 0.09% -5,800 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 34,513 $583K 0.02% -5,883 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,088 $576K 0.02% +4,974 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,846 $572K <0.01% +16,539 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,401 $564K <0.01% +325 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 32,037 $541K 0.23% +446 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 26,659 $450K 0.06% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,218 $426K <0.01% -11,826 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 24,423 $413K 0.29% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 24,261 $410K 0.26% +755 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,159 $408K 0.03% -4,749 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 23,645 $399K 0.14% +765 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 21,660 $366K 0.21% +6,419 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 21,503 $363K <0.01% +615 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 21,172 $358K 0.02% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,000 $355K <0.01% 0 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,178 $352K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,875 $336K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,977 $321K 0.01% +8,192 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,525 $313K <0.01% +2,048 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16,786 $284K 0.04% +10,090 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 16,499 $279K 0.02% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,300 $275K 0.07% +3,000 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 15,994 $270K <0.01% new 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 14,815 $250K 0.07% -9,799 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,200 $240K 0.01% -92 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,900 $235K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,656 $231K 0.01% -13,934 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,441 $209K 0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 11,904 $201K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 11,374 $192K 0.05% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,577 $179K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,519 $178K <0.01% -10,996 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8,431 $142K 0.02% +3,567 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,056 $136K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,062 $119K <0.01% -160,001 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,595 $111K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,490 $92.7K 0.01% -36,272 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,115 $69.5K 0.01% -3,775 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,668 $45.1K <0.01% +26 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,404 $40.5K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,165 $36.6K <0.01% -598 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,961 $33.1K <0.01% +366 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,555 $26.3K <0.01% -479 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,523 $26K <0.01% +14 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,522 $25.7K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,260 $21.3K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,166 $19.7K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,022 $17.3K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 973 $16.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 788 $13.3K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 256 $4.32K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 193 $3.26K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 191 $3.23K <0.01% -116 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $760 <0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 43 $743 <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 12 $203 <0.01% new 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.