ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,504,016 $131M +1,606,520 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,510,577 $61.2M +1,039,861 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,326,592 $58M <0.01% +234,656 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,428,046 $42.3M 0.01% +498,274 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,575,921 $27.5M 0.01% -512,010 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 1,479,676 $25.8M <0.01% +41,560 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,290,744 $22.5M 1.94% +106,981 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 854,393 $14.9M <0.01% +533,143 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 764,558 $13.3M <0.01% -6,784 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 729,653 $12.7M 0.01% -287,816 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 710,728 $12.4M 0.72% +159,700 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 598,135 $10.4M 2.04% -12,366 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 596,857 $10.4M 0.86% +83,381 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 562,695 $9.81M 0.33% +45,671 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 507,317 $8.85M 1.73% -125,683 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 483,792 $8.41M <0.01% +113,085 13F-HR/A Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 463,266 $8.08M 0.12% -63,940 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 452,973 $7.9M 0.02% -41,902 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 423,684 $7.39M 0.39% +78,222 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 384,880 $6.71M 0.25% new 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 375,301 $6.62M 0.45% +62,696 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 373,730 $6.52M 0.08% -99,330 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 354,706 $6.19M 0.01% +27,679 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 343,674 $5.99M 0.05% +33,401 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 336,045 $5.86M 0.18% -1,009 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 288,807 $5.04M <0.01% +7,341 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 249,439 $4.35M 0.02% +8,960 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 244,316 $4.26M 0.65% +30,690 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 234,033 $4.08M <0.01% -2,729 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 216,152 $3.77M 0.04% +3,991 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 192,905 $3.36M +141,551 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 182,029 $3.17M <0.01% +81,618 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 176,380 $3.08M 0.03% +11,566 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 169,953 $2.96M 0.05% +12,899 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 163,058 $2.82M <0.01% +45,020 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 149,713 $2.61M 0.02% +16,218 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 138,150 $2.41M 0.57% +21,015 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 137,931 $2.41M <0.01% -7,663 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 134,010 $2.34M 0.01% -14,039 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 119,914 $2.09M 0.44% +101,902 13F-HR 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 117,745 $2.05M 0.12% new 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 107,754 $1.88M 1.32% +8,413 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 106,279 $1.85M 0.02% -9,749 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,947 $1.8M <0.01% +58,174 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 96,785 $1.7M 0.02% -5,190 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 96,186 $1.68M <0.01% -433 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 85,712 $1.49M 0.41% -809 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 84,105 $1.47M 0.19% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 76,762 $1.34M 0.8% -1,239 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 74,249 $1.29M 0.4% +11,957 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 69,722 $1.22M 0.02% +4,480 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 66,186 $1.15M 0.13% +3,641 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 64,877 $1.13M 0.03% +5,762 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 64,498 $1.12M 0.15% -8,237 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 63,691 $1.11M 0.02% +10,091 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 63,494 $1.11M <0.01% +50,994 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 61,878 $1.08M 0.05% -1,808 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 61,402 $1.07M 0.52% -1,499 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 61,132 $1.07M 0.08% +34,191 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 57,593 $1M <0.01% -102,881 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 55,263 $964K <0.01% +34,263 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 52,665 $918K <0.01% +2,921 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 52,552 $917K <0.01% -500 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,785 $903K <0.01% +32,516 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,972 $819K <0.01% +12,476 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 45,845 $800K 0.22% -2,490 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 43,896 $766K 0.02% +2,470 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 38,496 $682K 0.48% +22,535 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 37,067 $646K 0.25% +381 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 36,862 $643K 0.03% +571 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,996 $628K <0.01% -5,397 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 35,830 $625K 0.1% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,274 $598K <0.01% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34,125 $595K <0.01% +10,992 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28,887 $504K 0.01% -2,333 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 28,358 $495K 0.28% +1,190 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 27,242 $475K 0.01% +902 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 26,146 $458K 0.01% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 25,540 $444K 0.5% -10,886 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 25,387 $443K 0.11% +175 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 24,739 $431K 0.26% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 22,006 $384K 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,589 $377K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 20,802 $363K <0.01% -996 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 20,044 $350K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,561 $341K <0.01% -1,106 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,729 $312K +5,868 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,782 $310K 0.02% -574 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,881 $294K 0.02% +205 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 15,223 $265K 0.01% -1,383 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,345 $250K <0.01% -1,601 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,300 $249K 0.06% -2,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,900 $242K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,852 $242K 0.01% +43 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,490 $235K <0.01% +2,278 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,016 $227K <0.01% -545 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,986 $226K <0.01% -2,968 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,683 $221K 0.02% +2,579 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,371 $216K 0.07% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,327 $215K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,000 $209K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,244 $196K 0.01% +360 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 10,459 $182K 0.05% -1,359 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,194 $125K 0.01% -146 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,780 $118K 0.01% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,508 $96.1K <0.01% -2,039 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,316 $92.9K <0.01% +3,378 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,245 $91.5K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,060 $88.3K 0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 3,535 $61.6K 0.01% +71 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,450 $60K <0.01% -45 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,209 $56K <0.01% +1,044 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3,109 $54.2K 0.28% +742 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,470 $43.1K <0.01% +87 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,345 $40.9K <0.01% +300 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,691 $29.7K <0.01% +17 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,591 $27.7K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,567 $27.3K <0.01% +10 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,522 $26.5K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,415 $24.7K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 790 $13.8K <0.01% -1 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 491 $8.56K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 406 $7.08K <0.01% -30 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 193 $3.37K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 185 $3.23K <0.01% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 82 $1.43K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $785 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28 $488 <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 23 $401 <0.01% 0 13F-HR Timeline