GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 412,911 $18.7M <0.01% +5,514 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 163,041 $7.4M <0.01% -2,730 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 129,040 $5.85M <0.01% -68,577 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,103 $4.68M 0.02% +4,473 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 98,994 $4.48M 0.07% -3,163 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 74,849 $3.4M 0.25% -3,363 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 52,215 $2.37M 0.01% -237,700 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 49,354 $2.24M 0.05% -13,730 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 35,365 $1.6M <0.01% -292,840 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,851 $1.54M 0.01% +2,541 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 24,452 $1.11M 0.07% -352,697 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/ 19,136 $868K <0.01% +6,217 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,802 $445K <0.01% -461 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,365 $424K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,005 $409K -244,265 Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,639 $392K 0.08% +143 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,102 $368K <0.01% +8,064 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,436 $337K 0.01% +188 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,034 $319K 0.01% +765 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,307 $286K <0.01% -1,387 13F-HR/A Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,688 $258K 0.03% -1,850 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,505 $204K 0.15% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 832 $37.7K <0.01% +508 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 683 $31K <0.01% -180 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 576 $26.1K <0.01% +81 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 394 $17.9K <0.01% -63,635 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 380 $17.2K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 200 $9.07K <0.01% 0 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 120 $5.44K <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 99 $4.5K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 83 $3.77K <0.01% +1 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 62 $3K <0.01% -3,000 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 66 $2.99K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 34 $1.55K <0.01% -152 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 20 $908 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9 $407 <0.01% 0 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.