BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,568,128 $277M 0.03% +255,570 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,371,030 $35.9M 0.02% -569,187 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 877,004 $23M 0.32% -1,809 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 724,284 $19M 0.89% +182,192 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 442,582 $11.6M <0.01% +425,441 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 409,137 $10.7M <0.01% +84,493 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 319,723 $8.37M <0.01% +4,065 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 299,584 $7.85M 0.01% new 13F-HR Timeline Group Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 291,021 $7.62M 2.45% +3,957 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 262,837 $6.88M -137,667 Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 238,551 $6.25M 0.12% +28,894 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 210,903 $5.52M <0.01% -47,162 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 204,254 $5.35M 0.04% -6,452 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 173,076 $4.53M 2.21% -33,711 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 169,516 $4.47M 0.01% +138,297 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 161,853 $4.24M <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 152,021 $3.98M 0.16% -380,068 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 150,344 $3.94M 0.36% -1,596,646 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 129,208 $3.38M 0.01% +128,354 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 116,700 $3.06M 0.01% 0 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 105,457 $2.76M 0.35% -2,017 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 68,802 $1.8M <0.01% -110,403 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 51,240 $1.34M <0.01% +22,937 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 49,600 $1.3M 0.39% +2,500 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 42,639 $1.12M 0.01% +1,062 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 41,308 $1.08M <0.01% -58 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 41,306 $1.08M 0.02% -17,741 13F-HR Timeline Group Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 26,995 $707K 0.63% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,757 $544K <0.01% -6,575 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,066 $526K <0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,491 $484K 0.14% -8,432 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,031 $472K <0.01% -14,038 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,214 $425K <0.01% +2,274 13F-HR/A Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,175 $424K 0.04% +444 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 16,086 $421K 0.29% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 14,869 $389K 0.31% +95 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,291 $348K <0.01% -3,145 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 11,593 $304K <0.01% -2,035 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,869 $285K 0.03% -9,696 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,457 $274K <0.01% -5,482 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,039 $271K 0.11% +53 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,063 $264K <0.01% -570 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,673 $253K <0.01% +432 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,390 $246K <0.01% +384 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,374 $245K 0.01% +401 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,034 $210K <0.01% +348 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,751 $203K <0.01% -23,978 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,667 $201K 0.02% -697 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,252 $164K <0.01% -953 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,765 $125K <0.01% +115 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,021 $105K 0.02% +78 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,020 $105K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,900 $102K <0.01% -2,181 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,516 $92.1K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,900 $76K 0.05% -620 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,703 $70.8K 0.02% +53 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,125 $55.7K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,939 $50.8K 0.01% -569 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,041 $27.3K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $26.2K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 712 $19K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 715 $18.7K <0.01% +123 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 526 $13.8K <0.01% 0 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 516 $13.5K 0.01% -125 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 515 $13.5K <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. 509 $13.3K <0.01% +10 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 259 $6.99K <0.01% -350 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 219 $5.74K <0.01% -19 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 192 $5.03K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 161 $4.22K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 132 $3.46K <0.01% -53 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132 $3.46K <0.01% -68 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 107 $2.89K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $2.78K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58 $2K <0.01% -77 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1 $26 <0.01% 0 13F-HR Timeline Group