GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,344,399 $155M 0.02% +1,050,239 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,888,656 $87.4M 0.02% +77,734 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,222,554 $56.5M +121,029 Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 698,182 $32.3M 4.54% -1,616 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 638,620 $29.5M 0.06% -6,215 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 532,769 $24.6M <0.01% +28,406 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 336,075 $15.5M 0.24% -433 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 291,369 $13.6M 0.18% +43,060 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 226,523 $10.5M 0.13% -1,511 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 215,000 $9.94M 0.01% +8,955 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 200,725 $9.28M <0.01% +115,394 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 193,873 $8.97M 0.04% -5,064 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 186,351 $8.62M 2.03% +1,596 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 182,316 $8.43M 0.04% 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 145,795 $6.74M 1.71% +1,753 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 110,682 $5.12M 0.01% +4,784 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/ 101,813 $4.71M <0.01% +2,455 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 87,136 $4.03M <0.01% +4,730 13F-HR Timeline Group CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 84,185 $3.89M 2.17% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 62,278 $2.88M <0.01% new 13F-HR/A Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 56,771 $2.63M 0.06% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 55,609 $2.57M <0.01% +35,103 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 55,528 $2.57M 0.08% +38,549 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 51,172 $2.37M 0.09% +30,269 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 46,525 $2.15M <0.01% +3,095 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 46,358 $2.15M <0.01% +14,858 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 45,117 $2.09M 0.03% +31,933 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 45,013 $2.08M 0.04% +30,198 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43,048 $1.99M 0.07% +1,600 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 42,331 $1.97M 0.23% +3,047 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,978 $1.94M <0.01% -129,346 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 38,613 $1.79M 0.09% +25,429 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,631 $1.69M 0.08% -115 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 36,231 $1.68M <0.01% +2,524 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 33,318 $1.54M 0.09% -305 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,244 $1.35M <0.01% +1,369 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,856 $1.2M 0.02% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 21,765 $1.01M 0.41% +2,035 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 18,455 $854K <0.01% +8,721 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 17,523 $813K 0.42% +317 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 15,691 $726K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,574 $720K <0.01% new 13F-HR Timeline Group Saiph Capital, LLC More: the full row for Saiph Capital, LLC 12,661 $586K 0.21% +661 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,457 $576K 0.01% -2,222 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,410 $574K 0.05% +327 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,616 $491K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,344 $478K 0.01% -347 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 10,218 $473K 0.3% +673 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 10,140 $469K 0.24% +3,855 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,069 $466K <0.01% -6,869 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,432 $436K <0.01% +561 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,081 $420K 0.04% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,722 $403K 0.01% +160 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,594 $397K <0.01% -712 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,564 $396K 0.01% +71 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,308 $384K 0.03% -133,414 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,994 $370K <0.01% -2,651 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,761 $360K 0.04% -45 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,653 $354K 0.01% +2,026 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,397 $342K 0.08% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,736 $312K <0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,520 $304K 0.05% +1,539 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,406 $296K <0.01% -937 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,211 $287K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,119 $283K <0.01% +221 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,226 $242K 0.01% +420 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,745 $219K <0.01% +53 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,553 $119K 0.01% +849 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 938 $43.4K <0.01% -140 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 654 $30K <0.01% new 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 570 $26.4K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 475 $22K <0.01% +5 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 441 $20.4K <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 414 $19K <0.01% +391 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 394 $18.2K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 304 $14K <0.01% -339 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 258 $11.9K <0.01% +54 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $10.3K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 157 $7.26K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 130 $6.04K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $4.74K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $2.4K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 43 $1.99K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 41 $1.92K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18 $833 <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15 $694 <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 $5 <0.01% new 13F-HR Timeline