GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,147,947 $236M 0.04% -255,874 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,902,970 $87.1M 0.03% +495,242 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,293,228 $59.2M 0.14% +43,828 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,205,281 $55.2M +233,235 Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 703,376 $32.2M 5.08% +14,647 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 529,341 $24.2M <0.01% +95,254 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 376,845 $17.2M 0.25% -64,594 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 293,259 $13.4M 0.11% new 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% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 249,204 $11.4M 0.02% +51,997 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 234,054 $10.7M 0.13% -1,336 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 198,451 $8.98M 0.05% -10,518 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 186,966 $8.56M 2.66% -11,719 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 172,975 $7.92M 2.13% +6,330 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 138,722 $6.35M 0.61% +5,754 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/ 107,698 $4.93M <0.01% +16,611 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 92,037 $4.21M 0.01% -6,575 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 83,354 $3.81M <0.01% +1,361 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 69,124 $3.16M <0.01% -4,509 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 65,763 $3.01M <0.01% -28,891 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 48,374 $2.21M 0.18% -4,383 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 48,160 $2.2M 0.03% +9,183 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 45,400 $2.08M <0.01% -47,935 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,667 $1.86M <0.01% -86,337 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 39,139 $1.79M 0.09% +392 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 38,263 $1.75M <0.01% +1,539 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 36,900 $1.69M 0.14% -55,075 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,118 $1.61M 0.07% +1,718 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,609 $1.4M 0.01% +4,696 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,898 $1M <0.01% +519 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,340 $885K 0.01% -81,983 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,862 $817K <0.01% -725 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 15,691 $718K 0.01% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 15,469 $708K 0.58% +1,870 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,302 $654K <0.01% -1,063 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 13,572 $621K 0.36% +5,264 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,511 $618K 0.03% +5,260 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,288 $608K <0.01% -3,427 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,962 $547K 0.01% +603 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,281 $516K <0.01% -1,642 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 11,078 $507K 0.05% +908 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,438 $478K <0.01% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,322 $472K 0.08% +637 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,115 $463K <0.01% +3,149 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,115 $463K <0.01% +3,149 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,760 $355K <0.01% -219 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,131 $326K 0.01% +1,202 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,981 $319K 0.01% +1,726 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,887 $315K 0.03% +123 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,844 $313K <0.01% +753 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,285 $288K <0.01% -24,593 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,984 $274K 0.03% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,846 $268K 0.13% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,848 $262K 0.06% +19 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,679 $260K <0.01% -1,577 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,431 $249K 0.06% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,658 $213K 0.05% -660 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,098 $142K <0.01% -62 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,215 $101K <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 2,164 $99K <0.01% +7 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,012 $92.1K <0.01% -132 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,766 $80.8K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 995 $45.5K 0.01% -2,388 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 839 $38.4K <0.01% -761 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 632 $28.9K <0.01% -374 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 489 $22.4K <0.01% +12 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 225 $10.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $10.2K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 212 $9.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 112 $5.13K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $4.67K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 92 $4.21K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91 $4.16K <0.01% -87 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $2.38K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39 $1.78K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31 $1.42K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 FMR LLC in group FMR LLC More: the full row for FMR LLC 15 $666 <0.01% -1,117 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 0 $16 <0.01% -30 13F-HR Timeline 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 -133 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.