LPL Financial LLC More: the full row for LPL Financial LLC 6,160,398 $257M 0.08% +774,677 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,193,640 $175M +409,507 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,312,863 $54.9M 0.9% +114,941 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,023,834 $42.8M <0.01% +82,927 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 976,565 $40.8M 0.08% +67,296 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 938,909 $39.2M 0.01% +73,565 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 780,061 $32.6M 0.04% +22,020 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 163,820 $6.84M 0.81% +44,065 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 156,815 $6.55M 0.55% +18,760 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 154,382 $6.45M 0.01% +7,243 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 103,871 $4.34M <0.01% +6,708 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 92,141 $3.85M 1.39% -4,495 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 89,493 $3.74M 1.57% +25,806 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,424 $3.69M <0.01% -20,885 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 76,568 $3.2M 0.15% -121 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 63,161 $2.64M 0.1% +15,678 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60,927 $2.55M 0.01% +3,771 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 58,921 $2.46M 0.07% -2,261 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 58,151 $2.43M 0.54% -199 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 51,367 $2.15M 0.19% +44,026 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49,979 $2.09M 0.08% +11,146 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 47,837 $2M 0.25% +5,682 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,628 $1.98M <0.01% -1,297 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/ 43,746 $1.83M <0.01% -3,350 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 35,613 $1.49M 0.01% +2,767 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 28,831 $1.2M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,831 $1.2M 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,567 $1.15M 0.01% +6,698 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,168 $1.05M 0.02% +2,813 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,512 $1.02M <0.01% -16,261 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,681 $989K 0.01% +891 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 22,762 $951K 0.12% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,635 $862K 0.02% +2,192 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,916 $832K 0.04% +6,388 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 18,293 $763K 0.13% +547 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,645 $737K 0.03% -7,717 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,334 $724K 0.09% +534 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,525 $649K 0.04% -658 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,462 $646K <0.01% +387 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,895 $455K <0.01% +7,714 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,770 $450K 0.04% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 10,572 $442K 0.41% -1,506 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,298 $430K 0.04% +843 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,296 $347K 0.08% +2,776 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,200 $301K 0.02% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 6,156 $257K <0.01% +775 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,195 $217K <0.01% -1,169 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,434 $185K <0.01% +10 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,405 $58.7K <0.01% +1,405 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,340 $56K <0.01% +1,303 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,273 $53.2K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 421 $18K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 293 $12.2K <0.01% -9 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 197 $8.23K <0.01% 0 13F-HR Timeline