LPL Financial LLC More: the full row for LPL Financial LLC 3,708,002 $150M 0.06% +68,799 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,677,533 $108M +358,813 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 756,943 $30.5M 0.69% +54,095 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 638,450 $25.7M <0.01% -36,879 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 558,225 $22.5M 0.05% -17,292 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 551,824 $22.3M 0.05% +49,872 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 200,144 $8.07M 3.18% +6,075 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 162,875 $6.57M 0.51% -37,235 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 153,301 $6.18M 0.02% +14,995 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 139,012 $5.63M 0.06% +4,179 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,131 $4.32M 0.01% -13,730 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 96,570 $3.89M <0.01% +53,611 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 89,202 $3.6M 0.01% +64,584 13F-HR Timeline Group 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 83,009 $3.35M <0.01% +1,346 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 71,956 $2.9M 0.18% +1,721 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 59,199 $2.39M 2.6% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 56,418 $2.28M 0.08% +1,020 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 55,150 $2.25M 0.53% +5,958 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,602 $2.2M <0.01% -927 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 49,223 $1.98M <0.01% +3,693 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,363 $1.47M 0.01% +6,697 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,455 $1.43M 0.07% -28,278 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 31,088 $1.25M 0.07% new 13F-HR/A Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 28,574 $1.15M 0.71% +3,532 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,249 $1.14M 0.01% -11,304 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 22,331 $905K 0.09% -88 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,757 $837K <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 20,433 $830K 0.18% -2,648 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,845 $800K <0.01% -222 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,619 $791K 0.01% +1,881 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 19,619 $791K 0.01% +1,881 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,042 $607K 0.02% +10,976 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,064 $572K <0.01% +1,040 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,960 $563K 0.04% +656 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,675 $552K 0.01% +418 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,719 $432K 0.01% +1,014 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,611 $428K 0.06% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,992 $403K 0.03% -885 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,665 $309K <0.01% -11,864 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. 7,634 $308K 0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,468 $261K 0.03% +226 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,799 $234K 0.02% +608 13F-HR/A Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,122 $207K 0.14% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,049 $204K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,413 $138K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,147 $86.6K 0.01% -68 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,381 $55.7K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,064 $42.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 810 $32.7K <0.01% -77 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 64 $2.58K <0.01% -5 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 59 $2.38K <0.01% -1,155 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.