BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,082,703 $309M 0.02% +288,468 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,021,235 $61.9M 0.08% +1,980,117 13F-HR/A Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,709,903 $52.4M 0.03% -218,786 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 871,928 $26.7M 0.26% +4,805 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 762,225 $23.3M 1.03% +23,647 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 625,314 $19.2M 4.82% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 427,999 $13.1M <0.01% +36,845 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 389,894 $11.9M <0.01% -46,228 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 332,564 $10.2M <0.01% +48,659 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 325,294 $9.96M 0.02% +294,414 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 296,611 $9.09M 0.02% +196,762 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 294,820 $9.03M +4,348 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 273,269 $8.37M 0.42% new 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 233,668 $7.16M 0.15% +10,464 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 191,011 $5.85M 0.04% -352 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 153,072 $4.69M 1.8% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 144,653 $4.43M 2.34% -18,208 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 107,400 $3.28M 0.01% -12,800 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 106,932 $3.28M 0.39% +82 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,303 $3.17M <0.01% +78,297 13F-HR/A Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 66,325 $2.03M 0.55% +100 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 56,291 $1.72M <0.01% +15,552 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 52,984 $1.62M 0.01% +5,472 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 49,914 $1.53M 0.06% -60,239 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 40,984 $1.26M 0.02% -322 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 28,214 $864K 0.06% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,901 $671K <0.01% +4,388 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,893 $579K <0.01% +2,984 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,852 $577K <0.01% -1,986 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,127 $555K 0.14% -247 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,740 $513K <0.01% +415 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,619 $509K 0.02% -675 13F-HR/A Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,366 $501K 0.33% -533 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,991 $490K 0.05% +234 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 14,021 $429K 0.01% +3,439 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,015 $429K <0.01% -176 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,345 $347K <0.01% +1,332 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,686 $327K <0.01% +17 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,662 $327K <0.01% new 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 10,246 $314K <0.01% -1,497 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,059 $308K 0.01% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 9,954 $307K 0.1% +2,598 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,910 $273K <0.01% -168 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,046 $246K <0.01% -535 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. 7,911 $242K <0.01% -1,594 13F-HR Timeline Group Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 7,768 $238K 0.19% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,738 $237K <0.01% -744 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,586 $232K 0.02% +365 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,451 $167K <0.01% -883 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,363 $164K <0.01% 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/ 5,327 $163K <0.01% +5,101 13F-HR/A Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5,197 $159K 0.03% +640 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,705 $144K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,020 $123K 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. 3,519 $108K <0.01% -49 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,755 $84.4K 0.01% +52 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,565 $47.9K <0.01% -15 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,553 $47.6K <0.01% +686 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,444 $44.2K <0.01% -555 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,289 $39.5K <0.01% -6,359 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,155 $35.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,041 $31.9K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $30.6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 827 $25.3K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 806 $24.7K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 712 $22K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 603 $18.5K 0.01% +164 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 526 $16.1K <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. 502 $15.4K <0.01% +9 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 199 $6.09K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 192 $5.88K <0.01% 0 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 132 $4.04K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 131 $4.01K <0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 107 $3.28K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $3.25K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 100 $3.06K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 81 $2.48K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 29 $1K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29 $888 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6 $184 <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $61 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $29 <0.01% -8,679 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.