GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 407,397 $18.1M <0.01% +12,785 13F-HR/A Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 377,149 $16.8M 1.17% -165 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 328,205 $14.6M 0.01% +24,959 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 289,915 $12.9M 0.03% -29,837 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 253,270 $11.3M -1,942 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 197,617 $8.8M <0.01% -7,275 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 165,771 $7.38M <0.01% -1,401 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 102,157 $4.55M 0.09% +6,753 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98,630 $4.39M 0.03% +7,924 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 78,212 $3.48M 0.28% -5,775 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% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 63,084 $2.81M 0.03% +1,026 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,912 $2.54M <0.01% -3,339 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 34,692 $1.55M <0.01% +8,196 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,310 $1.39M 0.01% +2,700 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/ 12,919 $575K <0.01% -361 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,639 $563K 0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,264 $546K 0.04% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,263 $457K <0.01% +1,938 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,567 $382K 0.03% +572 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,496 $378K 0.09% +118 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,694 $343K <0.01% -1,231 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,538 $336K 0.06% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,248 $323K 0.01% +1,241 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 6,566 $292K <0.01% -970 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,269 $277K 0.01% +110 13F-HR Timeline 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/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 863 $38.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 495 $22K <0.01% -4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 324 $14.4K <0.01% -175 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 200 $8.91K <0.01% +100 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 186 $8.29K <0.01% +1 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 138 $6.15K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 123 $5.48K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 120 $5.34K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 107 $4.76K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 99 $4.41K <0.01% +99 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 82 $3.63K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38 $1.71K <0.01% -41 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22 $980 <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 20 $891 <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10 $445 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9 $400 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.