GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,490,160 $206M 0.03% +1,145,761 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,986,543 $91M 0.02% +97,887 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,523,765 $69.8M +301,211 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,165,429 $53.4M 0.06% +1,123,451 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 745,634 $34.2M 4.66% +47,452 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 576,234 $26.4M <0.01% +43,465 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 552,525 $25.3M 0.05% -86,095 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 388,215 $17.8M <0.01% +187,490 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 365,151 $16.7M 0.25% +29,076 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 297,071 $13.6M 0.19% +5,702 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 227,321 $10.4M 0.01% +12,321 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 220,954 $10.1M 0.13% -5,569 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 185,975 $8.52M 1.98% -376 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 182,443 $8.36M 0.03% -11,430 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 149,477 $6.85M 1.66% +3,682 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 149,102 $6.83M 0.03% -33,214 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/ 122,540 $5.61M <0.01% +20,727 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 119,576 $5.48M 0.01% +8,894 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 106,974 $4.9M 0.55% +64,643 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 105,604 $4.84M <0.01% +49,995 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 89,819 $4.11M 0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,789 $4.07M <0.01% +1,653 13F-HR Timeline Group CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 88,377 $4.05M 2.22% +4,192 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 65,266 $2.99M 0.07% +8,495 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 62,936 $2.88M 0.11% +11,764 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 61,853 $2.83M 0.07% +23,240 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 61,243 $2.8M <0.01% +42,788 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 61,224 $2.8M 0.06% +16,211 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 58,821 $2.69M 0.03% +13,704 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,454 $2.68M <0.01% -3,824 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 55,440 $2.54M 0.15% +22,122 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 48,158 $2.21M <0.01% +11,927 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46,808 $2.14M 0.07% +3,760 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 45,431 $2.07M <0.01% -1,094 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,184 $1.79M 0.01% +9,940 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,684 $1.73M <0.01% -8,674 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,692 $1.68M 0.07% +61 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,348 $1.48M 0.02% +6,492 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 25,852 $1.18M 0.47% +4,087 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,623 $1.08M <0.01% +8,049 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 22,551 $1.03M 0.52% +5,028 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 18,900 $866K 0.09% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,559 $804K 0.03% -37,969 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,823 $725K 0.01% +5,479 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,124 $693K 0.02% +6,402 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,497 $664K 0.01% -1,194 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,360 $612K 0.01% +903 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 13,272 $608K 0.23% +611 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,381 $567K 0.05% -29 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,846 $543K <0.01% +5,635 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,172 $512K 0.02% +556 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,145 $510K 0.26% +1,005 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,601 $486K 0.01% new 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 10,225 $468K 0.3% +7 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,677 $443K 0.04% +596 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,344 $428K <0.01% -725 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,226 $423K <0.01% -206 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,194 $421K 0.1% +1,797 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,245 $378K <0.01% +2,126 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,965 $365K <0.01% -29 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,835 $359K 0.04% +74 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,693 $352K <0.01% -901 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,646 $350K 0.01% -7 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,492 $343K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,521 $299K 0.05% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,391 $293K <0.01% -15 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,864 $269K 0.01% +638 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,111 $234K 0.02% +2,558 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,799 $220K <0.01% +54 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,185 $99.9K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,807 $82.8K <0.01% +1,766 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,217 $55.7K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,024 $46.9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 906 $41.5K <0.01% -32 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 833 $38.2K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 618 $28.3K 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 580 $27K <0.01% +166 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 570 $26.1K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 523 $24K <0.01% +48 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 497 $22.8K <0.01% +239 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 CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 394 $18K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 359 $16.4K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 259 $11.9K <0.01% -45 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 223 $10.2K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 157 $7.19K <0.01% 0 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. 70 $3.21K <0.01% new 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 Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 48 $2.2K <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 $687 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $457 <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3 $136 <0.01% new 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. HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 0 $7 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios.