LPL Financial LLC More: the full row for LPL Financial LLC 6,720,358 $278M 0.07% +107,863 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,327,015 $220M +1,116,570 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,445,620 $59.7M 0.88% +127,909 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,231,798 $50.9M <0.01% +150,469 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,150,861 $47.6M 0.01% +50,693 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,055,908 $43.6M 0.08% +31,627 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 895,060 $37M 0.04% +72,193 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 488,803 $20.2M 2.27% +308,221 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 403,406 $16.7M 0.02% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 372,878 $15.4M 1.24% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 267,637 $11.1M 0.41% +45,382 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 161,760 $6.68M 0.01% +5,074 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 124,173 $5.13M 0.02% +51,008 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 121,644 $5.03M 0.01% -27,202 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 116,683 $4.82M <0.01% +9,610 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 110,347 $4.56M <0.01% new 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 108,557 $4.49M 1.76% +11,909 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 94,023 $3.89M 1.39% +887 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,789 $3.67M 0.01% -130 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 80,303 $3.32M 0.08% +18,449 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 73,603 $3.04M 0.1% +13,852 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 69,559 $2.87M 0.03% +357 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 58,599 $2.42M 0.52% +3,786 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 51,004 $2.11M 0.19% -1,811 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 44,444 $1.84M 0.05% -3,549 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/ 40,484 $1.67M <0.01% +4,198 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 37,439 $1.55M 0.01% -1,303 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 35,342 $1.46M 0.08% +17,671 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,769 $1.4M 0.01% +1,173 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 32,679 $1.35M 0.01% +8,100 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,977 $1.28M <0.01% +2,892 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,727 $1.1M 0.02% -1,528 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 25,861 $1.07M 0.24% +6,666 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,615 $1.06M 0.05% +3,619 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 23,137 $956K 0.11% +235 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18,889 $781K 0.07% +7,916 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 17,557 $725K 0.12% -673 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,477 $640K 0.02% +95 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,409 $637K 0.04% +267 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,349 $552K <0.01% -2,336 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 13,168 $544K 0.05% +2,050 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,826 $530K <0.01% -2,284 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,618 $439K 0.04% +27 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,545 $435K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,637 $398K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,264 $341K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,097 $335K <0.01% +2,444 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,643 $316K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,917 $286K <0.01% +3,404 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 6,722 $278K <0.01% +179 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,367 $222K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,173 $214K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,936 $203K 0.03% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,901 $203K <0.01% new 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,893 $202K 0.1% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,854 $201K 0.01% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,116 $170K <0.01% +7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,276 $94K 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,865 $77.1K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,764 $72.9K <0.01% new 13F-HR/A Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,300 $53.7K 0.01% +13 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 992 $41K <0.01% +7 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 740 $30.6K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 687 $28.4K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 421 $17.4K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 291 $12K <0.01% -2 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 197 $8.14K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 77 $3.17K <0.01% -666 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 73 $3.02K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 64 $2.63K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $909 <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1 $44 <0.01% 0 13F-HR Timeline Group