GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,769,282 $219M 0.03% +310,204 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,140,976 $66.2M 0.02% +56,878 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 811,004 $47M +151,385 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 235,630 $13.7M 0.2% +21,389 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 178,537 $10.4M <0.01% +113,058 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 134,681 $7.81M 0.01% +7,235 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 60,559 $3.51M 0.13% +17,548 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 55,203 $3.2M 0.36% +7,292 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,607 $2.06M 0.07% +11,354 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,808 $1.96M 0.01% +21,418 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 33,346 $1.93M 0.05% +8,591 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 33,035 $1.92M <0.01% +21,847 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 32,284 $1.87M 0.02% +4,502 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,265 $1.35M <0.01% -12,032 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 20,082 $1.16M 0.46% +2,769 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 17,419 $1.01M <0.01% +2,796 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,209 $592K <0.01% +3,499 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,897 $574K <0.01% +716 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,282 $422K <0.01% -94 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,716 $389K <0.01% new 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,537 $379K 0.09% +1,189 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,784 $335K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,124 $297K <0.01% +1,150 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,875 $283K <0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,982 $231K 0.02% +124 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,700 $215K <0.01% -141 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,988 $173K 0.01% +1,547 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,456 $84.5K <0.01% -189,535 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,297 $83.9K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,113 $64.5K <0.01% +340 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 486 $28.2K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 314 $18.2K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 309 $17.9K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 223 $13K <0.01% +124 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 150 $8.7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 65 $3.77K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 48 $2.78K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 40 $2.32K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32 $1.85K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $928 <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13 $727 <0.01% -508 13F-HR/A Timeline Group