LPL Financial LLC More: the full row for LPL Financial LLC 3,154,745 $130M 0.05% -553,257 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,226,649 $91.8M -450,884 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 756,943 $30.5M 0.68% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 596,331 $24.6M 0.06% +38,106 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 528,872 $21.8M <0.01% -109,578 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 456,229 $18.8M 0.04% -95,595 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 223,349 $9.21M 3.66% +23,205 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 149,172 $6.15M 0.02% -4,129 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 137,398 $5.66M 0.46% -25,477 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 119,972 $4.94M 0.06% -19,040 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 107,189 $4.42M 0.01% +17,987 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 100,339 $4.13M 0.01% -6,792 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 74,516 $3.07M 0.19% +2,560 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 72,761 $3M <0.01% -23,809 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 61,511 $2.54M 0.09% +5,093 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 60,577 $2.5M <0.01% -22,432 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 56,004 $2.31M 0.62% +854 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/ 40,612 $1.67M <0.01% -8,611 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,226 $1.33M <0.01% +24,561 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 31,851 $1.31M 0.07% +763 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,091 $1.28M 0.01% -5,272 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,551 $1.26M <0.01% -24,051 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,723 $1.23M 0.05% -5,732 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 28,446 $1.17M 0.67% -128 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 21,622 $891K 0.09% -709 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,032 $784K 0.01% -587 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 19,032 $784K 0.01% -587 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,381 $782K <0.01% -2,376 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 19,143 $778K 0.18% -1,290 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 15,808 $652K 0.69% -43,391 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,935 $533K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,610 $479K <0.01% -2,454 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,429 $471K 0.01% -2,246 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,189 $461K 0.06% +578 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,804 $445K <0.01% -9,041 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,299 $424K 0.03% -3,661 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,925 $409K <0.01% -18,324 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,180 $378K <0.01% -1,539 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,015 $372K 0.03% -977 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,087 $251K 0.06% new 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,765 $238K 0.03% -34 13F-HR/A Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,950 $204K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,929 $203K 0.02% -1,539 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,921 $203K <0.01% -2,713 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,419 $181K <0.01% +1,006 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,182 $131K 0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,024 $83.4K <0.01% +1,965 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,662 $68.5K 0.01% -485 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 350 $14.4K <0.01% -460 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 266 $11K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 51 $2.11K <0.01% -13 13F-HR Timeline Group 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.