GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,304,512 $226M 0.02% -464,770 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,235,279 $84.3M 0.02% +94,303 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 861,222 $58.8M +50,218 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 289,072 $19.7M <0.01% +110,535 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 251,058 $17.1M 0.21% +15,428 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 140,197 $9.57M 0.01% +5,516 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 111,005 $7.58M 0.25% +50,446 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 55,980 $3.82M 0.37% +777 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 44,745 $3.05M 0.09% +9,138 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 35,409 $2.42M 0.04% +2,063 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 35,197 $2.4M 0.02% +2,913 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,088 $2.39M 0.01% +1,280 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 34,732 $2.37M <0.01% +1,697 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 20,116 $1.37M 0.47% +34 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 17,177 $1.17M <0.01% -242 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/ 15,117 $1.03M <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 14,964 $1.02M 0.14% +14,655 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,640 $658K <0.01% -257 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,369 $503K <0.01% +87 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,212 $492K 0.1% +675 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,643 $453K 0.04% +2,661 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,759 $393K 0.03% -25 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,236 $357K <0.01% -4,973 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,139 $351K <0.01% +15 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,599 $314K 0.03% +1,611 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,574 $312K <0.01% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,531 $309K 0.01% -344 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,778 $258K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,700 $253K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,052 $208K <0.01% -20,213 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,602 $178K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,297 $85.4K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,242 $84.8K <0.01% -214 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,113 $76K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 486 $33.2K <0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 400 $27.3K 0.03% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 376 $25.7K <0.01% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 303 $20.7K <0.01% -11 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 260 $17.7K <0.01% +110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FMR LLC in group FMR LLC More: the full row for FMR LLC 246 $16.8K <0.01% +23 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 225 $15.4K <0.01% +160 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 187 $12.8K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 129 $8.71K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 110 $8K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 75 $5.11K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 40 $2.73K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $1.09K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13 $871 <0.01% 0 13F-HR Timeline Group