ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,490,015 $33.5M +60,028 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,429,931 $32.1M 0.08% +65,778 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 988,065 $22.2M 0.01% +275,522 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 857,534 $19.3M <0.01% -44,192 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 443,331 $9.97M <0.01% +31,557 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 282,928 $6.36M <0.01% -36,188 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 245,564 $5.52M 0.01% +12,857 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 237,625 $5.34M 0.12% +16,011 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 211,559 $4.76M 0.36% -7,494 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 194,957 $4.38M <0.01% +10,538 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 159,018 $3.57M 0.01% -14,377 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 148,721 $3.34M <0.01% +8,001 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 137,459 $3.09M 0.12% -733 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 110,527 $2.48M <0.01% 13F-HR/A Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 104,750 $2.35M 0.18% -3,613 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 102,015 $2.29M 0.64% -107 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 84,675 $1.9M 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 76,406 $1.72M 0.34% +3,630 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 71,252 $1.6M 0.82% -977 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 63,700 $1.43M 0.05% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 63,184 $1.42M 0.53% +11,843 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,195 $1.4M 0.09% +195 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 59,144 $1.33M 0.26% +6,259 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 53,740 $1.21M <0.01% -7,869 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 48,974 $1.12M 0.01% +2,447 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,179 $1.11M <0.01% +39,437 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 46,838 $1.05M <0.01% -4,809 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 45,973 $1.03M 0.02% +9,401 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 45,717 $1.03M 0.11% +2,899 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 44,175 $993K 0.09% -340 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 43,168 $970K 0.07% -1,491 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 42,652 $959K 0.05% -12,616 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 42,137 $947K 0.12% +2,300 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 41,000 $922K 0.13% 0 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 41,000 $922K 0.97% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 40,296 $906K -1,943 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,834 $895K <0.01% +12,079 13F-HR/A Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 38,513 $866K 0.02% +20,973 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 37,114 $836K <0.01% -11,187 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 35,800 $805K 0.03% +12 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,317 $749K <0.01% -12,900 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,732 $736K <0.01% +22,332 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 31,428 $707K 0.04% -2,838 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 30,929 $695K 0.02% +690 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,419 $661K <0.01% +20,419 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,396 $661K 0.01% +3,432 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 28,062 $631K 0.15% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 27,857 $626K <0.01% +6,413 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,999 $607K <0.01% +4,523 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 26,944 $606K 0.09% +525 13F-HR Timeline CROBAN More: the full row for CROBAN 26,057 $585K 0.57% 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 25,884 $582K 0.02% +11,000 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 25,201 $567K 0.07% +6,893 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,757 $557K <0.01% -3,402 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,711 $556K <0.01% +210 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,181 $544K <0.01% -1,340 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,101 $542K <0.01% +3 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,700 $533K <0.01% -1,813 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 22,613 $508K <0.01% +38 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,320 $503K 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,222 $477K <0.01% +4,011 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 20,320 $457K 0.03% -36,982 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,143 $453K <0.01% -60,771 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 20,064 $451K <0.01% +7,396 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 19,787 $445K 0.03% +456 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 19,665 $442K 0.05% 0 13F-HR/A Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 17,926 $403K 0.25% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 16,226 $365K 0.21% -130 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,662 $352K <0.01% new 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 14,471 $330K 0.12% +2,992 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,559 $327K <0.01% +2,546 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,510 $326K 0.07% +89 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,214 $320K 0.01% -775 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,958 $314K 0.02% -1,783 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,938 $313K 0.01% 0 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,858 $312K 0.03% -2,756 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,604 $306K <0.01% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 12,722 $289K 0.09% -534 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,850 $289K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,610 $283K 0.02% +44 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 12,545 $282K 0.21% +30 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 11,915 $268K 0.02% -155 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,750 $264K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,543 $259K <0.01% +1,104 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,383 $256K 0.06% +1,548 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,380 $256K 0.09% +108 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,816 $243K 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,755 $242K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,418 $234K 0.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,400 $234K <0.01% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 10,193 $229K 0.06% +84 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10,002 $225K 0.12% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,455 $213K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,500 $101K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,397 $98.8K 0.04% -3,301 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,353 $53.1K 0.01% +1,989 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,838 $41.7K <0.01% -892 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,728 $38.8K <0.01% +228 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,456 $33K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,346 $30K <0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,319 $29.7K <0.01% new 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,300 $29.5K <0.01% +1,300 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,302 $29.3K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,258 $28.3K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,120 $25.2K <0.01% -1,860 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,110 $25K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,047 $23.5K <0.01% +15 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 800 $18K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 631 $14.2K <0.01% +132 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 622 $14.2K 0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 327 $7.35K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 304 $6.83K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 276 $6.2K <0.01% +38 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 241 $5.42K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241 $5.42K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 230 $5.17K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 232 $5K <0.01% -6 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 159 $3.57K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 64 $1.44K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 60 $1.36K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 44 $989 <0.01% -2 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 37 $831 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $46 <0.01% -2,068 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 20 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios.