ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,485,627 $259M +522,846 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,357,422 $252M 0.07% -319,320 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 503,048 $29M 0.23% +16,543 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 414,574 $23.9M 7.08% -6,398 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 389,682 $22.5M 0.03% new 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 290,312 $16.8M 6.32% +18,930 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 287,644 $16.6M 0.06% +21,872 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 277,050 $16M 0.02% -9,499 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 224,307 $13M 0.89% +28,321 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 218,027 $12.6M 2.84% +12,578 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 199,901 $11.9M 5.4% +681 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 181,016 $10.5M 0.01% +16,652 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 180,197 $10.4M 0.16% +20,988 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 157,366 $9.09M 0.05% +25,541 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 150,213 $8.67M 2.99% +20,330 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 146,750 $8.47M 0.2% +33,764 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 144,716 $8.36M 0.01% +12,028 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 102,210 $5.9M 0.08% +765 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 97,207 $5.61M 0.02% +18,155 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 94,324 $5.45M 0.03% -5,467 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,691 $5.18M 0.02% +1,421 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 84,859 $4.9M 0.02% -320 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 74,030 $4.27M 0.06% +37,154 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 73,754 $4.26M 1.07% +5,348 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 73,749 $4.26M 0.57% -23,422 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 71,842 $4.15M 0.13% -2,530 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 70,046 $4.04M 2.47% +6,985 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 66,535 $3.84M 1.26% +2,458 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 63,200 $3.65M 2.9% +27,451 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 59,733 $3.45M <0.01% +3,915 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 57,900 $3.34M 7.48% +1,671 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 56,826 $3.28M <0.01% +8,671 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 55,659 $3.21M 0.12% +1,308 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 39,841 $2.3M 4.14% +1,963 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 37,126 $2.14M 0.52% +1,177 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 29,357 $1.7M 1.42% +4,305 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 29,185 $1.69M 0.28% +1,387 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 27,034 $1.68M 0.02% -1,064 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,799 $1.66M <0.01% -1,329 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27,329 $1.58M <0.01% -18,440 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,780 $1.55M <0.01% -3,009 13F-HR Timeline Group October Effect Ltd More: the full row for October Effect Ltd 26,466 $1.53M 1.76% +6,512 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 24,756 $1.43M 1.29% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 24,694 $1.43M 0.5% -414 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,789 $1.26M 0.02% +832 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,860 $1.09M 0.04% -684 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 17,793 $1.03M 0.34% +947 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 15,958 $1.01M 0.21% +9,997 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 17,299 $999K 0.78% +5,728 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 15,624 $902K 0.45% +4 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,860 $858K 0.01% +1,702 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 14,127 $816K 0.02% -1,240 13F-HR/A Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 13,836 $799K 0.3% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,124 $787K 0.02% +1,425 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,694 $766K 0.07% +145 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,176 $703K 0.05% +31 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,820 $682K 0.14% +686 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,811 $682K 0.02% -859 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,364 $656K <0.01% -67 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,514 $652K 0.03% +491 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,903 $630K <0.01% -1,684 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,453 $604K 0.2% +396 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,132 $585K 0.04% -77 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10,124 $585K 0.43% +13 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 10,122 $584K 0.14% +402 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,335 $539K 0.01% +1,893 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,167 $529K 0.02% -1,043 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,996 $519K <0.01% +1,714 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 8,875 $512K 0.33% -594 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,774 $507K <0.01% -164 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,629 $498K <0.01% +3,397 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 8,439 $487K 0.32% -906 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 8,419 $486K 0.25% +662 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,280 $478K 0.01% +391 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,026 $449K 0.02% +1,114 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,732 $446K 0.03% +535 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,837 $426K 0.19% +1,855 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,202 $416K 0.02% +3,587 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,840 $395K <0.01% -4 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,647 $384K 0.01% new 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,601 $381K 0.01% +49 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,595 $381K 0.08% +2 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,552 $378K 0.26% +207 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,082 $351K 0.16% +1,107 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,616 $324K 0.01% +790 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,437 $314K 0.16% +4 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,408 $312K 0.02% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,284 $305K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,205 $301K 0.06% +81 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,089 $294K 0.05% -34 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 5,064 $292K 0.28% +912 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,225 $263K <0.01% new 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,377 $253K <0.01% 0 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,013 $232K 0.07% -146 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,767 $218K 0.1% -34 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,808 $213K 0.03% +320 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,680 $212K <0.01% +249 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,654 $211K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,589 $207K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,587 $207K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,924 $169K 0.09% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,509 $145K 0.13% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,913 $111K <0.01% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,923 $111K 0.01% +27 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,707 $98.6K 0.06% -17 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,608 $93K 0.06% +959 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,536 $88.7K 0.02% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,476 $85.2K 0.06% +1,475 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,462 $84.4K <0.01% -1 13F-HR/A Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 1,365 $78.8K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 995 $57.5K 0.01% +44 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 953 $55K 0.05% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 626 $36.1K <0.01% +177 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 561 $32.4K 0.02% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 517 $29.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 494 $28.5K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 468 $27K 0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 397 $22.9K 0.02% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 271 $15.7K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 271 $15.7K <0.01% +11 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 258 $14.9K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 251 $14.5K <0.01% new 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 232 $13.4K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 221 $12.4K <0.01% +5 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 199 $11.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 159 $9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 122 $7.04K <0.01% 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 100 $5.77K <0.01% new 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 77 $4.45K <0.01% +65 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $1.63K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $58 <0.01% new 13F-HR Timeline Group