LPL Financial LLC More: the full row for LPL Financial LLC 4,333,078 $220M 0.09% +190,800 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,209,893 $163M +185,139 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 430,923 $21.9M 0.27% +10,698 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 278,772 $14.2M 0.08% +37,027 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 253,644 $12.9M 6.14% +18,578 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 230,882 $11.7M 2.91% -3,975 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 217,038 $11M 0.02% +4,487 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 211,492 $10.7M 7.63% -6,981 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 189,601 $9.63M 0.18% +8,347 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 178,265 $9.05M 0.81% +113,526 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 172,661 $8.77M 0.25% +4,957 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 172,049 $8.73M 0.85% +9,766 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 161,014 $8.17M 1.17% +2,700 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 127,350 $6.47M 2.93% +11,766 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 113,194 $5.75M 0.01% +20,950 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 112,412 $5.71M 0.04% -2,768 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 105,950 $5.38M 0.05% +11,261 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 100,663 $5.11M 0.14% +3,559 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 98,968 $5.02M 0.15% +13,878 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 90,240 $4.58M 0.01% +516 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 66,292 $3.37M <0.01% -1,933 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,828 $3.34M 0.02% -34,830 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 58,861 $2.99M 0.12% -217,774 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 57,674 $2.93M 2.95% +2,759 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 55,400 $2.81M 2.7% +5,955 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 51,077 $2.59M 0.99% +1,484 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 50,849 $2.58M <0.01% -45,658 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 39,687 $2.01M 0.56% +1,898 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 35,134 $1.78M 1.13% -7,343 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 34,791 $1.77M 2.67% +20,759 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,947 $1.72M 0.01% +1,039 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 30,509 $1.55M 0.37% +1,784 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 29,064 $1.48M 0.68% +851 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 28,553 $1.45M 1.45% +2,143 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 27,521 $1.4M 0.01% +763 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 28,244 $1.39M 0.05% +23 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 23,915 $1.21M 0.01% -2,449 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 23,329 $1.18M 0.07% +159 13F-HR Timeline Group CROBAN More: the full row for CROBAN 22,495 $1.14M 1.05% +4,238 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,403 $1.09M <0.01% +250 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 21,297 $1.08M 0.04% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 20,512 $1.04M 0.06% new 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 18,077 $918K 0.39% -30,389 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 15,590 $792K 0.66% +12 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,274 $775K 0.04% +544 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,148 $769K 0.07% -4,741 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 14,411 $740K 0.04% +675 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,957 $692K 0.02% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 13,615 $691K 0.03% -348 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12,737 $647K 0.25% +288 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 12,388 $629K 0.74% -5,379 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,083 $611K 0.06% 0 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,768 $597K <0.01% new 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,484 $583K <0.01% -789 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 11,480 $583K 0.2% -5,331 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,167 $567K 0.19% +2,451 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,925 $555K 0.03% 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,560 $536K 0.31% +402 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,487 $532K 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,381 $527K <0.01% +340 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 10,066 $511K 0.87% +1,246 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,533 $484K 0.01% +2,988 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,013 $458K 0.18% +3 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,253 $419K <0.01% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 7,563 $384K 0.23% +3,018 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,475 $379K 0.3% +321 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,853 $348K 0.02% -1,037 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,840 $347K <0.01% 0 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,824 $346K 0.17% +249 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,681 $339K <0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,655 $338K 0.04% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,471 $329K <0.01% +112 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,578 $323K <0.01% -236 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,806 $295K 0.2% -3,971 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 5,658 $287K 0.18% +281 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,518 $280K 0.1% -120 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,744 $277K 0.06% +31 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,408 $275K 0.02% +335 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,342 $271K <0.01% +3,299 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,962 $252K 0.01% +163 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,056 $239K 0.08% -78,656 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,516 $228K 0.02% +1,457 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,241 $215K 0.2% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,010 $204K 0.12% -354 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,484 $177K 0.08% -1,381 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,509 $127K 0.12% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,109 $107K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,540 $78.2K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,424 $72.6K <0.01% -554 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,365 $69.3K 0.01% -1,697 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,244 $63.2K <0.01% -238 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 999 $50.7K 0.01% +799 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 956 $48.5K <0.01% +694 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 711 $36.1K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 517 $26.2K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 468 $23.8K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 373 $18.9K 0.02% +18 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 318 $16K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 270 $13.7K <0.01% +43 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 258 $13.1K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 249 $12.6K <0.01% +89 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 181 $9.19K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 183 $9K 0.01% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 159 $8.07K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 94 $4.77K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $1.24K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 15 $762 <0.01% -22 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3 $152 <0.01% new 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.