GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 394,612 $17.6M <0.01% -455 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 377,314 $16.8M 1.15% +3,760 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 319,752 $14.2M 0.03% -143,249 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 303,246 $13.5M 0.01% -802 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 255,212 $11.3M +34,436 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 204,892 $9.11M <0.01% +12,856 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 167,172 $7.43M <0.01% 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 95,404 $4.24M 0.08% -4,637 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90,706 $4.03M 0.02% +14,860 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 83,987 $3.73M 0.28% +1,169 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 64,029 $2.85M 0.06% +3,491 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 62,058 $2.76M 0.03% -57 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,251 $2.68M 0.01% +5,090 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,610 $1.29M 0.01% +1,483 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,496 $1.18M <0.01% +9,404 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/ 13,280 $590K <0.01% +564 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,925 $397K <0.01% +1,737 13F-HR/A Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,378 $372K 0.09% -41 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,325 $370K <0.01% +1,950 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,995 $355K 0.02% +1,070 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,538 $335K 0.06% -112 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 7,536 $335K <0.01% -45 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,159 $275K 0.01% +738 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,007 $267K 0.01% +1,108 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,511 $201K <0.01% -20,979 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,633 $161K <0.01% -4,411 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,062 $136K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,608 $71.5K <0.01% +1,312 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 863 $38.4K <0.01% -112 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 499 $22.2K <0.01% +157 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 499 $22.2K <0.01% +107 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 185 $8.24K <0.01% +158 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 138 $6.13K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 123 $5.47K <0.01% -9 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 120 $5.33K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 100 $4.45K <0.01% -15 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 79 $3.51K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25 $1.11K <0.01% +20 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22 $978 <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 20 $890 <0.01% 0 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7 $312 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5 $222 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $15 <0.01% -128 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.