BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,794,235 $281M 0.02% -773,893 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,928,689 $55.6M 0.03% +557,659 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 867,123 $24.9M 0.3% -9,881 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 738,578 $21.2M 1.02% +14,294 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 436,122 $12.5M <0.01% +225,219 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 391,154 $11.2M <0.01% -17,983 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 290,472 $8.33M +27,635 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 283,905 $8.14M <0.01% -35,818 13F-HR Timeline Group Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 270,868 $7.76M 2.39% -20,153 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 223,204 $6.4M 0.15% -15,347 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 191,363 $5.48M 0.04% -12,891 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 162,861 $4.67M 2.53% -10,215 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 120,200 $3.45M 0.01% +3,500 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 110,153 $3.16M 0.14% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 106,850 $3.06M 0.39% +1,393 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 99,849 $2.86M 0.01% -29,359 13F-HR Timeline Group Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 82,460 $2.36M 0.43% -67,884 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 66,225 $1.9M 0.56% +16,625 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 64,307 $1.84M 0.08% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 47,512 $1.36M 0.01% +4,873 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 41,118 $1.18M <0.01% -190 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,739 $1.17M <0.01% -258,845 13F-HR/A 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% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 30,880 $839K <0.01% -138,636 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,006 $717K <0.01% -43,796 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,838 $597K <0.01% +81 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,374 $527K 0.15% -117 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,513 $502K <0.01% -2,553 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 17,294 $496K 0.02% -134,727 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,899 $484K 0.35% +2,030 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,325 $468K <0.01% -1,706 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,909 $456K <0.01% -305 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,757 $452K 0.05% -418 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,191 $407K <0.01% -428,391 13F-HR Timeline Group 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 11,743 $337K <0.01% +150 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,669 $306K <0.01% +212 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,582 $303K <0.01% -2,709 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,013 $287K <0.01% -50 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 9,505 $272K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 9,078 $260K <0.01% -595 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,680 $249K <0.01% +646 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,581 $246K <0.01% -809 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,482 $243K <0.01% +731 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,460 $242K 0.03% -2,409 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 7,768 $223K 0.2% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,648 $219K 0.01% -1,726 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 7,356 $214K 0.08% -2,683 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,221 $207K 0.02% -446 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,334 $182K <0.01% +1,569 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,557 $131K 0.02% +536 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,020 $115K 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. 3,568 $102K <0.01% -332 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,703 $77.5K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,999 $57.3K <0.01% -126 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,580 $45.3K <0.01% -359 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,155 $33.1K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,041 $29.8K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $28.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 867 $24.9K <0.01% +866 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 712 $20K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 526 $15.1K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 515 $14.8K <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. 493 $14.1K <0.01% -16 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 439 $12.6K 0.01% -77 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 226 $6.47K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 199 $5.7K <0.01% -20 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 192 $5.5K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 161 $4.61K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 132 $3.78K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132 $3.78K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 107 $3.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $3.04K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 81 $2.35K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 29 $1K <0.01% -29 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2 $58 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -259 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.