GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,128,996 $1.66B 0.17% -73,837 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,956,472 $614M 0.14% +273,688 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,950,764 $407M +123,618 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,209,324 $125M 1.5% +51,712 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 836,584 $86.3M 0.01% +323,020 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 638,657 $65.8M 0.06% +14,642 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 519,850 $53.6M 1.58% +29,082 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 479,151 $49.4M <0.01% -173,862 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 285,652 $29.5M 2.88% -2,261 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 180,502 $18.6M 0.06% +1,874 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 158,934 $16.4M 0.08% +1,612 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 94,978 $9.79M 3.37% -3,299 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 93,745 $9.67M 0.32% +45,779 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 91,141 $9.4M <0.01% -45,395 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 79,981 $8.25M 0.01% -14,707 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 74,789 $7.71M <0.01% -2,300 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 71,909 $7.41M 0.98% +70,510 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 60,138 $6.2M 0.48% +5,102 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 51,695 $5.33M 0.03% -3,215 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 47,796 $4.93M 0.12% -5,952 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,196 $4.04M <0.01% +22,521 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,406 $3.75M 0.74% +2,280 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 35,659 $3.68M 0.03% -1,516 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,298 $3.54M <0.01% -26,473 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 27,574 $2.84M 0.42% -6,018 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,967 $2.47M 0.04% -1,233 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21,141 $2.18M 0.18% +7,020 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,001 $2.06M 0.16% -1,391 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,624 $2.02M 0.03% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,122 $1.87M 0.1% -697 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 15,648 $1.61M 0.67% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,910 $1.54M <0.01% +3,453 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 14,168 $1.46M 0.33% +2,642 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,577 $1.4M 0.02% -980 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,530 $1.29M 0.09% -547 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,577 $1.19M 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,755 $1.01M <0.01% +120 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,707 $891K <0.01% -6,317 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,579 $884K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,479 $874K 0.03% -2,638 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,376 $864K <0.01% -11,133 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 7,775 $802K 0.37% +147 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,550 $778K 0.02% -3 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,405 $763K 0.02% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 7,239 $746K 0.6% -2,739 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,070 $729K <0.01% +2,966 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,843 $705K 0.03% +4,249 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,463 $668K 0.08% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,441 $664K <0.01% +16 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,254 $645K <0.01% +456 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 6,219 $641K 0.23% +949 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,823 $601K 0.13% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,758 $594K 0.06% -8,528 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,317 $548K 0.01% +4 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,781 $493K 0.19% 0 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/ 3,989 $411K <0.01% -102 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,913 $403K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,756 $387K 0.01% -6,854 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,542 $365K <0.01% +8 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,525 $363K 0.01% +409 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,420 $353K 0.54% -68 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,402 $351K 0.01% +6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,894 $298K <0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,843 $293K <0.01% new 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,819 $291K 0.01% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,784 $287K 0.04% 0 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,588 $267K 0.12% +114 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,554 $263K <0.01% -387 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 2,180 $225K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,992 $205K <0.01% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,964 $202K <0.01% +2 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,912 $197K 0.1% +59 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,448 $149K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,336 $138K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,006 $104K <0.01% +361 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 1,005 $104K <0.01% +719 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 982 $101K <0.01% -42 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 821 $84.6K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 796 $82.1K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 536 $55.3K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 533 $54.9K 0.01% +2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 445 $45.8K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 350 $36.1K <0.01% -150 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 348 $35.9K <0.01% -14,186 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 329 $33.9K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 271 $27.9K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152 $15.7K <0.01% +1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91 $9.38K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 76 $7.84K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $5.16K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 19 $1.96K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7 $693 <0.01% new 13F-HR Timeline Group