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 631,480 $30.1M <0.01% +26,775 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 350,490 $16.7M <0.01% +127,758 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 210,767 $10M 0.02% -9,615 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 131,600 $6.27M 0.3% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 129,096 $6.15M 0.03% +65,031 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 101,068 $4.81M 1.51% +42,110 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 101,067 $4.81M <0.01% +42,121 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 99,254 $4.73M <0.01% +8,339 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 77,173 $3.67M <0.01% -71,161 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 60,592 $2.88M <0.01% +2,829 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,890 $2.8M <0.01% +3,210 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 57,059 $2.72M 0.94% +1,802 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45,200 $2.15M 0.01% -999 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 25,225 $1.2M 0.42% +2,155 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,071 $1M <0.01% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 20,841 $992K 0.11% +1,533 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,207 $914K 0.02% -3,666 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,460 $784K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,198 $676K <0.01% +1,812 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,331 $587K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,659 $460K <0.01% +225 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,645 $316K <0.01% +698 13F-HR/A Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,197 $295K 0.06% -375 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 5,531 $263K 0.02% -44 13F-HR Timeline Group RPOA Advisors, Inc. More: the full row for RPOA Advisors, Inc. 4,510 $215K 0.01% -1,822 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,268 $203K <0.01% new 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,860 $88.6K 0.01% +251 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,700 $80.9K <0.01% -2,630 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 995 $47.4K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 888 $42.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 763 $36.3K <0.01% -45 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 214 $10.2K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 135 $6.41K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 117 $5.64K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 109 $5.21K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 103 $4.9K <0.01% +44 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 49 $2.33K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45 $2.12K <0.01% +11 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24 $1.13K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $104 <0.01% -18 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2 $95 <0.01% 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $15 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.