ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 427,272 $9.28M +4,446 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 364,125 $7.9M <0.01% -89,673 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 296,302 $6.43M 0.02% -87,463 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 289,210 $6.28M <0.01% -78,820 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 272,864 $5.92M 0.09% +151,618 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 171,620 $3.73M <0.01% +11,263 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 150,579 $3.27M <0.01% +10,240 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 136,431 $2.96M <0.01% -2,550 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 129,376 $2.81M <0.01% +14,144 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 123,267 $2.68M 0.68% -2,842 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 99,437 $2.16M <0.01% +18,473 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 91,643 $1.99M 0.91% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53,808 $1.17M <0.01% +3,417 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 49,320 $1.07M 0.03% -858 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 48,155 $1.05M 0.02% +32,152 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 45,761 $993K <0.01% -11,348 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 42,932 $932K 0.1% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,660 $687K <0.01% +28,526 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,182 $655K <0.01% -3,567 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 29,295 $633K 0.02% +5,622 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 28,864 $627K 0.27% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 28,192 $612K 0.45% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,192 $612K 0.03% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 20,463 $444K 0.21% +503 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 19,993 $434K <0.01% -3,358 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 17,831 $387K 0.04% +457 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 16,463 $357K 0.04% +6,637 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,052 $348K <0.01% -2,147 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,153 $307K <0.01% -32 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,077 $281K <0.01% +12,926 13F-HR/A Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 12,925 $281K 0.01% -800 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,800 $278K 0.04% +1,103 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 11,592 $251K 0.06% -652 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,162 $242K <0.01% -2,408 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,045 $218K 0.03% +37 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,377 $204K 0.01% -3,700 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 8,864 $192K 0.11% -1,873 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 8,103 $175K 0.03% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,012 $152K 0.02% -585 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 5,238 $114K 0.06% +35 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,380 $73.4K 0.01% 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,123 $67.8K +275 Timeline COMERICA BANK More: the full row for COMERICA BANK 2,182 $47.4K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,095 $45K <0.01% +7 13F-HR/A Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,032 $44.1K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,484 $32.2K 0.01% -857 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,067 $23.2K 0.03% -689 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 868 $18.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 864 $18.8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 176 $3.81K <0.01% +100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 166 $3.6K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 120 $2.6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 97 $2.11K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61 $1.32K <0.01% -1,843 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 55 $1.2K <0.01% -440 13F-HR Timeline 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.