LPL Financial LLC More: the full row for LPL Financial LLC 6,612,495 $275M 0.08% +452,097 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,210,445 $175M +16,805 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,317,711 $54.7M 0.84% +4,848 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,100,168 $45.7M 0.01% +161,259 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,081,329 $44.9M <0.01% +57,495 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 1,024,281 $42.5M 0.08% +47,716 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 822,867 $34.2M 0.04% +42,806 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 222,255 $9.23M 0.34% +159,094 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 180,582 $7.53M 0.87% +16,762 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 156,686 $6.51M 0.01% +2,304 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 148,846 $6.18M 0.01% new 13F-HR/A 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 107,073 $4.45M <0.01% +3,202 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 96,648 $4.01M 1.63% +7,155 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 93,136 $3.87M 1.37% +995 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,919 $3.69M <0.01% +495 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 73,165 $3.04M 0.01% +12,238 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 69,202 $2.87M 0.04% +40,371 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 61,854 $2.58M 0.12% +33,023 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 59,751 $2.48M 0.09% +9,772 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 54,813 $2.27M 0.49% -3,338 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 52,815 $2.19M 0.19% +1,448 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 47,993 $2M 0.06% -10,928 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 38,742 $1.61M 0.01% +3,129 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/ 36,286 $1.51M <0.01% -7,460 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,596 $1.35M 0.02% +5,029 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 28,255 $1.17M 0.02% +7,620 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,085 $1.17M <0.01% -19,543 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,935 $1.08M 0.02% +767 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,579 $1.02M 0.01% +898 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 22,902 $955K 0.1% +140 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,996 $913K 0.04% +2,080 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,195 $797K 0.18% +10,899 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 18,230 $763K 0.13% -63 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 18,037 $749K 0.06% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,671 $734K 0.09% +337 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,685 $651K <0.01% +4,790 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,382 $639K 0.02% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,142 $629K 0.04% -383 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,110 $627K <0.01% -352 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 11,118 $462K 0.04% +348 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,973 $458K 0.04% +3,773 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,591 $440K 0.03% +293 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,637 $400K 0.02% -66,931 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,543 $272K <0.01% +387 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6,060 $252K 0.23% -4,512 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,653 $235K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,109 $171K <0.01% -325 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,513 $146K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,865 $77.4K <0.01% new 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,466 $61K <0.01% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,287 $53.5K 0.01% +14 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 985 $40.9K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 743 $30.8K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 740 $30.7K <0.01% -600 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 421 $17K <0.01% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 404 $16.8K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 293 $12.2K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 197 $8.18K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 81 $3.36K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $913 <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1 $44 <0.01% -1,404 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 0 $40 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.