BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,517,848 $340M 0.03% +435,145 13F-HR/A Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,624,621 $52.5M 0.02% -85,282 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,200,192 $38.8M 0.01% +1,200,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 895,325 $28.9M 0.04% +876,432 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 770,416 $24.9M 1.05% +8,191 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 433,886 $14M <0.01% +5,887 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 385,755 $12.5M <0.01% -4,139 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 340,322 $11M <0.01% +7,758 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 289,356 $9.35M -5,464 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 288,233 $9.31M 0.02% -8,378 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 271,481 $8.77M 0.4% -1,788 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 240,828 $7.78M 0.12% +7,160 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 145,576 $4.7M 2.35% +923 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 133,582 $4.32M 1.44% -19,490 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 108,196 $3.5M 0.39% +1,264 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 78,914 $2.55M <0.01% +57,013 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 66,925 $2.16M 0.53% +600 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 53,951 $1.74M <0.01% -49,352 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 52,876 $1.71M <0.01% -108 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 46,830 $1.51M 0.12% -3,084 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,788 $1.41M 0.1% +15,574 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 42,306 $1.37M 0.02% +1,322 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,774 $1.22M <0.01% -1,983,461 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 33,666 $1.09M 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,309 $656K <0.01% +1,457 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 17,499 $565K 0.12% -628 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 17,499 $565K 0.25% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,346 $528K 0.31% -20 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,129 $521K 0.04% +138 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,999 $517K <0.01% -741 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,499 $501K 0.02% -1,120 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,078 $487K 0.01% +1,057 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,137 $425K <0.01% -878 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,367 $400K 0.02% +4,781 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 11,403 $368K <0.01% +1,157 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,402 $368K <0.01% +57 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 11,106 $364K 0.11% +1,152 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,081 $326K <0.01% +2,343 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,329 $301K <0.01% -1,357 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,067 $293K <0.01% +157 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 7,768 $251K 0.18% 0 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/ 7,093 $229K <0.01% +1,766 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,084 $229K <0.01% -827 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,034 $227K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,758 $218K <0.01% +6,729 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,604 $181K <0.01% +153 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,363 $173K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,020 $130K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,698 $119K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,153 $102K <0.01% -366 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,755 $89K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,597 $83.9K 0.01% -2,600 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,655 $53.5K <0.01% +102 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,540 $49.8K <0.01% -25 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,425 $46K <0.01% -19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,289 $41.6K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,155 $37.3K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,041 $33.6K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $32.3K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 831 $26.9K 0.01% -624,483 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 827 $26.7K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 738 $23.8K <0.01% +212 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 712 $23K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 598 $19.3K 0.02% -5 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 535 $17.3K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 486 $15.7K <0.01% -16 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $12.9K <0.01% +294 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 199 $6.43K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 115 $3.72K <0.01% -16 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 107 $3.46K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 81 $2.65K <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 Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 10 $323 <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6 $194 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $65 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $28 <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios.