GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,294,160 $107M 0.02% +134,034 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,810,922 $84.6M 0.02% +86,966 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,101,525 $51.4M +60,340 Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 699,798 $32.7M 4.69% +836 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 644,835 $30.1M 0.06% -58,147 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 504,363 $23.5M <0.01% +3,661 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 336,508 $15.7M 0.26% +11,727 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 248,309 $11.6M 0.15% -11,571 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 228,034 $10.6M 0.14% -123,844 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 206,045 $9.62M 0.01% +665 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 198,937 $9.29M 0.04% -945 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 184,755 $8.63M 2.05% +3,434 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 171,324 $8M 0.01% +62,749 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 144,042 $6.73M 1.8% -41,537 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 141,722 $6.62M 0.56% +6,318 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 105,898 $4.94M 0.01% +3,290 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/ 99,358 $4.64M <0.01% +2,778 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 85,331 $3.98M <0.01% +4,784 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 82,406 $3.85M <0.01% +2,170 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 55,139 $2.57M 0.22% +6,106 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,430 $2.03M <0.01% -360 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,448 $1.94M 0.07% +1,594 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 39,284 $1.83M 0.22% +6,302 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,746 $1.72M 0.07% +1,281 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 33,707 $1.57M <0.01% -114 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 33,623 $1.57M 0.1% -1,563 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,500 $1.47M <0.01% +20,129 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,875 $1.3M 0.01% +116 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 21,101 $985K 0.12% +1,533 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,903 $976K 0.04% +5,955 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,506 $957K <0.01% +14,474 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 19,730 $921K 0.39% +4,074 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 17,206 $803K 0.48% +773 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,979 $793K 0.03% -6,650 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,938 $788K <0.01% -177 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 15,691 $733K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,815 $692K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,679 $685K 0.01% +2,527 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,184 $616K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,184 $616K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,083 $564K 0.05% +10,737 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 12,000 $560K 0.2% +4,006 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,691 $499K <0.01% -4,126 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,645 $497K <0.01% -2,270 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,734 $454K <0.01% +3,551 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 9,545 $446K 0.29% +59 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,306 $435K <0.01% -6,218 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,081 $424K 0.04% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,871 $414K <0.01% +319 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,562 $400K 0.02% +1,272 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,493 $397K 0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,806 $364K 0.05% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,343 $343K <0.01% -8,713 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,285 $293K 0.16% +994 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,898 $275K <0.01% -1,626 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,627 $263K 0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,981 $231K 0.04% -633 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,877 $228K <0.01% -655 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,806 $224K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,692 $219K <0.01% +17 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,434 $207K 0.05% -224 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,704 $79.5K 0.01% +1,700 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,078 $50.3K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 995 $46.5K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 643 $30K <0.01% +380 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 570 $26.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 470 $21.9K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 394 $18.4K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 225 $10.5K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $10.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 204 $9.53K <0.01% -77 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 157 $7.33K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $4.76K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 92 $4.29K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $2.43K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23 $1K <0.01% 0 13F-HR Timeline Group 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.