LPL Financial LLC More: the full row for LPL Financial LLC 6,917,856 $285M 0.06% +197,498 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,615,837 $231M +288,822 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,554,686 $64M <0.01% +322,888 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,507,766 $62.1M 0.75% +62,146 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,107,239 $45.6M 0.08% +51,331 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 933,132 $38.4M 0.03% +38,072 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 638,453 $26.3M <0.01% -512,408 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 474,423 $19.5M 1.91% -14,380 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 459,253 $18.9M 0.01% +55,847 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 399,487 $16.4M 0.54% +131,850 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 166,114 $6.84M 0.01% +4,354 13F-HR Timeline 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 123,067 $5.07M <0.01% +6,384 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 122,893 $5.06M 0.02% -1,280 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 107,765 $4.44M 1.53% -792 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 94,865 $3.9M <0.01% -15,482 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 94,106 $3.87M 1.28% +83 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 86,015 $3.54M 0.1% +12,412 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 83,698 $3.44M 0.13% +74,061 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 83,175 $3.42M 0.27% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 81,956 $3.37M <0.01% -6,833 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 81,338 $3.35M 0.03% +11,779 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 81,338 $3.35M 0.06% +1,035 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 72,462 $2.98M 0.4% +70,186 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 70,882 $2.92M <0.01% -50,762 13F-HR/A Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 57,170 $2.34M 0.46% -1,429 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50,274 $2.07M 0.17% -730 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/ 42,357 $1.74M <0.01% +1,873 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 39,551 $1.63M 0.01% +2,112 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 37,280 $1.53M 0.04% -7,164 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,098 $1.4M 0.01% +329 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,130 $1.36M 0.01% +451 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30,349 $1.25M 0.11% +11,460 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,105 $1.24M <0.01% -872 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 30,088 $1.24M 0.24% +4,227 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,360 $1.08M 0.04% +745 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,123 $1.08M 0.02% -604 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,898 $1.02M 0.02% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 24,086 $991K 0.09% +949 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 17,915 $737K 0.11% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,453 $677K <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 15,800 $650K 0.1% -1,757 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 14,911 $614K 0.05% +1,743 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,772 $608K 0.02% -705 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,009 $577K 0.03% -1,400 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,620 $519K <0.01% -729 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,081 $497K <0.01% +3,984 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,352 $467K 0.05% -23,990 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,354 $426K 0.03% -264 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,987 $288K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,976 $287K <0.01% +59 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,739 $277K <0.01% -1,525 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,369 $262K <0.01% -353 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,718 $235K <0.01% +545 13F-HR/A Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,631 $232K 0.11% +738 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,510 $227K 0.01% +656 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,367 $221K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EFG International AG in group EFG International AG More: the full row for EFG International AG 5,094 $210K <0.01% +193 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,936 $200K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,118 $169K <0.01% +2 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,259 $134K <0.01% +1,394 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,769 $114K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,094 $86.2K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,609 $66.2K <0.01% +869 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,313 $54.1K 0.01% +13 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 997 $41K <0.01% +5 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 734 $30.2K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 525 $21.6K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 302 $12.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 291 $12K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 197 $8.11K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 172 $7.08K <0.01% -1,592 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 177 $7K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 94 $3.85K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 77 $3.18K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 75 $3.08K <0.01% +11 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 69 $2.85K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $906 <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1 $31 <0.01% 0 13F-HR Timeline Group