ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,897,344 $318M +411,717 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,470,235 $290M 0.07% +112,813 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 495,551 $32.1M 0.2% -7,497 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 424,675 $27.5M 0.03% +34,993 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 307,758 $20M 0.09% +218,067 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 307,442 $19.9M 0.06% +19,798 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 301,775 $19.6M 6.48% +11,463 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 255,949 $16.6M 0.87% +31,642 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 220,453 $14.3M 7.74% -194,121 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 206,850 $13.4M 2.77% -11,177 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 205,136 $13.3M 0.18% +24,939 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 188,498 $12.2M 0.01% +7,482 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 175,384 $11.4M 0.05% +18,018 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 163,583 $10.6M 0.13% +89,553 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 153,981 $9.99M 0.01% +9,265 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 149,438 $9.69M 3.09% -775 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 147,226 $9.55M 0.02% +50,019 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 110,956 $7.2M 0.08% +8,746 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 109,367 $7.09M 1.53% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 82,556 $5.35M 0.02% -11,768 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 79,868 $5.18M 0.11% -66,882 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 79,150 $5.13M 1.15% +5,396 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 75,343 $4.89M 3.34% +12,143 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 72,815 $4.72M 1.28% +6,280 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 68,536 $4.45M 2.29% -1,510 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 60,138 $3.9M <0.01% +405 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 59,957 $3.89M 0.06% -11,885 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 56,666 $3.68M 7.66% -1,234 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 54,395 $3.53M 0.11% -1,264 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 50,469 $3.27M <0.01% -6,357 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 48,084 $3.12M <0.01% +44,497 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 44,093 $2.86M 4.37% +4,252 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 38,325 $2.49M 0.33% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 36,048 $2.34M 0.97% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 35,414 $2.29M 0.5% -1,712 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 34,790 $2.26M 0.27% -38,959 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 32,875 $2.13M 1.55% +3,518 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 30,976 $2.01M 1.89% +4,510 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,459 $1.85M <0.01% -340 13F-HR/A Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 27,414 $1.78M 1.15% +10,115 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 26,040 $1.68M 0.02% -994 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,574 $1.53M <0.01% -3,206 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,816 $1.41M <0.01% -63,043 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,720 $1.41M <0.01% -5,609 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 21,228 $1.38M 0.02% -561 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 20,263 $1.31M 0.59% +4,639 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 19,273 $1.25M 0.17% -9,912 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,957 $1.23M 0.04% +97 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 18,002 $1.17M 0.29% +209 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 16,123 $1.04M 0.22% +165 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,642 $1.01M 0.01% +782 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 15,087 $979K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,801 $960K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,361 $931K 0.02% +8,745 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 14,088 $914K 0.29% -185,813 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 13,806 $895K 0.31% -30 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 13,661 $886K 0.14% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,186 $790K 0.05% +10 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,741 $762K 0.02% -383 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,676 $759K 0.07% -18 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,693 $758K <0.01% +329 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,561 $750K <0.01% +2,932 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 11,451 $743K 0.13% -369 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,405 $740K 0.02% -406 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,137 $722K 0.03% +1,005 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,944 $710K 0.11% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,903 $707K <0.01% 0 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 10,611 $688K 0.32% +2,172 13F-HR/A Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,186 $661K 0.19% +3,349 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,083 $654K 0.2% -370 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 9,807 $636K 0.14% -315 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,670 $627K 0.01% +335 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,598 $623K 0.02% -916 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 9,544 $619K 0.36% -580 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,549 $554K <0.01% -225 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,334 $541K <0.01% +4,109 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 8,076 $524K 0.28% -799 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,969 $517K 0.01% -311 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,026 $514K 0.02% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,538 $489K 0.03% -194 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,500 $486K 0.01% +2,216 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,305 $474K 0.01% -6,822 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,231 $469K 0.17% +1,149 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,843 $444K <0.01% +3 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,790 $440K <0.01% new 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,596 $428K 0.08% +1 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,552 $425K 0.29% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,481 $420K <0.01% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,250 $405K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,084 $395K 0.01% -517 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,788 $375K <0.01% -3,208 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 5,503 $357K 0.02% +95 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,280 $342K 0.15% -157 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,157 $334K 0.05% +68 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,097 $331K 0.1% -19,597 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,708 $305K 0.05% -497 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/ 4,377 $284K <0.01% 0 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,016 $260K 0.07% +3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,001 $260K 0.01% -2,646 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,864 $251K 0.05% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,820 $248K 0.1% +53 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,714 $241K <0.01% +60 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,696 $240K 0.03% -112 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,664 $238K <0.01% -16 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,589 $233K 0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,567 $231K 0.02% -3,635 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,501 $227K <0.01% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 3,304 $214K 0.09% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,158 $205K 0.08% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,155 $204K 0.07% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,095 $201K 0.03% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,509 $163K 0.13% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,240 $141K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,024 $131K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,996 $129K <0.01% +83 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,943 $126K 0.01% +20 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,746 $113K 0.06% +270 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,707 $111K 0.06% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,559 $101K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,366 $89K 0.05% -242 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,365 $88.5K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,313 $85.2K 0.07% +360 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,000 $64.8K 0.01% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 775 $50.3K <0.01% +149 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 736 $47.7K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 625 $40.5K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 561 $36.4K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 468 $30.4K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 320 $20.7K 0.01% +49 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 275 $17.9K <0.01% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 258 $16.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 199 $12.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 189 $12.3K <0.01% -305 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 98 $6K <0.01% -61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Networth Advisors, LLC More: the full row for Networth Advisors, LLC 81 $5.25K <0.01% +4 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 35 $2.27K <0.01% -87 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $1.82K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5 $320 <0.01% -216 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2 $130 <0.01% +1 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $51 <0.01% -1,461 13F-HR Timeline Group