GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,403,821 $244M 0.05% +1,355,123 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,407,728 $63.4M 0.03% +18,296 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,249,400 $56.3M 0.13% +256,519 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 1,099,003 $49.5M 3.88% +29,432 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 972,046 $43.8M +123,494 Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 688,729 $31M 4.96% -9,622 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 441,439 $19.9M 0.28% -42,984 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 434,087 $19.6M <0.01% -145,264 13F-HR/A Timeline Group CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 364,958 $16.5M 10.4% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 290,494 $13.1M 0.29% +17,088 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 235,390 $10.6M 0.12% -4,862 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 208,969 $9.44M 0.05% -3,477 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 198,685 $8.95M 2.92% +17,650 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 197,207 $8.89M 0.02% +18,981 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 166,645 $7.51M 2.03% +25,098 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 132,968 $5.99M 0.59% +13,302 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 127,004 $5.72M <0.01% -43,176 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 101,323 $4.57M 0.05% -39,494 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 98,612 $4.44M 0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 94,654 $4.27M <0.01% -631 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 93,335 $4.21M <0.01% +79,686 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 91,975 $4.15M 0.31% +1,120 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/ 91,087 $4.11M <0.01% -33,641 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 81,993 $3.7M <0.01% +2,650 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 78,853 $3.55M 2.32% +5,807 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 73,633 $3.32M <0.01% +8,251 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 52,757 $2.38M 0.19% +1,712 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 38,977 $1.76M 0.02% +2,314 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 38,747 $1.75M 0.09% -35,843 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 36,724 $1.66M <0.01% +3,350 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,400 $1.51M 0.07% +16,944 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,221 $1.41M <0.01% +18,103 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 30,878 $1.39M <0.01% 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,913 $1.17M 0.01% +10,675 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,379 $964K <0.01% +7,154 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,587 $838K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,715 $755K <0.01% +6,701 13F-HR/A Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 15,691 $707K 0.01% -2,560 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,365 $693K <0.01% -1,752 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,205 $640K 0.07% -4,008 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 13,599 $613K 0.54% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,923 $582K <0.01% -1,179 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,359 $512K 0.01% +226 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,170 $460K 0.04% +891 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 9,685 $437K 0.07% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 8,308 $374K 0.23% +790 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,251 $372K 0.02% new 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,979 $360K <0.01% -876 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,256 $327K <0.01% new 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,967 $314K 0.01% -1,123 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,966 $314K <0.01% +1,202 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,966 $314K <0.01% +1,202 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,764 $305K 0.03% -243 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,394 $288K 0.01% +1,829 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,091 $277K <0.01% -1,191 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,929 $267K 0.01% +1,233 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,829 $265K 0.06% -1,467 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,846 $263K 0.12% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,318 $240K 0.05% -485 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,255 $237K 0.01% +93 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,477 $202K <0.01% -9,828 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,383 $152K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,160 $142K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,157 $97K <0.01% -744 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,144 $96.6K <0.01% -17,204 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,625 $72.5K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,600 $72.1K 0.01% -7,695 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,132 $51K <0.01% +1,040 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,006 $45.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 477 $21.5K <0.01% -7 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 225 $10.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $10.1K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 212 $9.55K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 178 $8.02K <0.01% -3,085 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 133 $6.01K <0.01% +66 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $4.62K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 97 $4.37K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 92 $4.15K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 86 $3.9K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 77 $3.47K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 52 $2.34K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $2.34K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43 $1.94K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39 $1.76K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 30 $1.36K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $1K <0.01% 0 13F-HR Timeline Group