GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,184,490 $284M 0.03% +1,694,330 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,176,063 $99.9M 0.02% +189,520 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,690,931 $77.6M +167,166 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 968,104 $44.4M 0.17% +819,002 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 874,482 $40.1M 4.86% +128,848 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 665,870 $30.6M <0.01% +89,636 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 618,968 $28.4M <0.01% +230,753 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 551,211 $25.3M 0.02% -614,218 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 520,509 $23.9M 0.04% -32,016 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 391,207 $18M 0.22% +26,056 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 342,779 $15.8M 0.2% +45,708 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 242,384 $11.1M 0.01% +15,063 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 220,409 $10.1M 0.11% -545 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 187,378 $8.6M 1.83% +1,403 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 186,768 $8.57M 0.04% +4,325 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/ 145,428 $6.68M <0.01% +22,888 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 137,235 $6.3M 1.41% -12,242 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 121,724 $5.59M 0.01% +2,148 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 119,709 $5.5M <0.01% +14,105 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 109,656 $5.03M 0.16% +46,720 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 103,994 $4.77M 0.47% -2,980 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 90,725 $4.17M 2.18% +2,348 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 77,306 $3.55M <0.01% +16,063 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 70,590 $3.24M 0.06% +5,324 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 69,772 $3.2M <0.01% -20,047 13F-HR Timeline Group 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 68,348 $3.14M <0.01% +20,190 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 67,770 $3.13M <0.01% +22,339 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 64,983 $2.98M 0.03% +6,162 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 64,983 $2.98M 0.06% +3,130 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 63,741 $2.93M 0.05% +2,517 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 57,821 $2.62M <0.01% +20,137 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 56,159 $2.58M 0.13% +719 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 55,866 $2.56M <0.01% -2,588 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51,935 $2.38M 0.07% +5,127 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 40,944 $1.88M 0.01% +1,760 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 37,250 $1.71M 0.07% +558 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 33,425 $1.53M 0.02% +1,077 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 27,327 $1.25M 0.43% +1,475 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 26,008 $1.19M <0.01% -62,781 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 20,971 $963K 0.24% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,634 $947K 0.03% +5,510 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 19,971 $917K 0.4% -2,580 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,049 $875K <0.01% +3,226 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 18,900 $868K 0.08% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 17,873 $821K 0.11% +17,255 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,447 $663K 0.01% +1,087 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 14,121 $648K 0.19% +849 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,657 $627K 0.01% -840 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,638 $580K 0.26% +1,493 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,127 $557K <0.01% +2,783 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,086 $555K 0.04% -295 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,172 $513K 0.02% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 10,553 $485K 0.29% +328 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,541 $484K 0.1% +1,347 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,347 $475K <0.01% +1,121 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,828 $451K <0.01% +1,863 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,793 $450K 0.03% +116 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,072 $416K <0.01% +827 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,609 $395K 0.01% -1,992 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,409 $386K 0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,133 $373K 0.03% +3,022 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,004 $367K 0.03% +169 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,907 $363K <0.01% +214 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,539 $346K <0.01% -4,307 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,495 $344K 0.01% -151 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,882 $270K 0.01% +18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,351 $246K 0.01% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,000 $230K 0.06% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,398 $202K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,038 $185K <0.01% +3,679 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,913 $134K <0.01% +1,106 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,185 $98.5K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,600 $73.5K 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,297 $59.5K <0.01% +391 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,024 $47K <0.01% 0 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 1,004 $46.1K <0.01% +434 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 978 $44.9K <0.01% +719 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 885 $40.6K <0.01% +52 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 779 $35.8K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 739 $34K <0.01% +159 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 546 $25.1K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 517 $23.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 497 $22.8K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 486 $22.3K <0.01% -37 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 441 $20.2K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 236 $10.8K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 214 $9.82K <0.01% -180 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 157 $7.21K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 146 $6.7K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 139 $6.34K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $4.68K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $2.39K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 44 $2.02K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 43 $1.97K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15 $689 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11 $505 <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4 $183 <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 0 $16 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $7 <0.01% +1 13F-HR Timeline