BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,769,617 $363M 0.03% +251,769 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,606,862 $54.2M 0.02% -17,759 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 891,778 $30.1M 0.04% -3,547 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 780,342 $26.3M 1.08% +9,926 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 489,423 $16.5M <0.01% +476,286 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 427,640 $14.4M <0.01% -6,246 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 392,481 $13.2M <0.01% +6,726 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 307,313 $10.4M -33,009 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 286,620 $9.67M 0.02% -1,613 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 271,000 $9.15M 0.4% -481 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 241,736 $8.16M -47,620 Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 233,307 $7.87M 0.12% -7,521 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 183,825 $6.2M 0.03% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 138,788 $4.68M 1.67% +5,206 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 137,493 $4.63M 0.21% 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 115,572 $3.9M 0.43% +7,376 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 91,315 $3.08M 1.67% -54,261 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 67,775 $2.29M 0.55% +850 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 60,560 $2.04M <0.01% +6,609 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 58,359 $1.97M <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 49,275 $1.66M <0.01% -3,601 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 44,512 $1.5M 0.01% +10,846 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,788 $1.48M 0.1% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 42,491 $1.43M 0.02% +185 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 39,895 $1.35M 0.1% -6,935 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 36,814 $1.24M 0.04% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 34,613 $1.17M 0.14% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,015 $1.08M <0.01% -5,759 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,872 $704K <0.01% +563 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 17,300 $584K 0.06% -199 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,096 $577K <0.01% +1,097 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,346 $552K 0.31% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,037 $541K 0.01% +959 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,644 $528K 0.02% +145 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,541 $525K 0.04% -588 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,696 $496K 0.02% +2,329 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 12,194 $412K <0.01% +791 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 11,462 $411K 0.11% +356 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,406 $385K <0.01% +4 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 11,355 $383K 0.23% +10,820 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,705 $328K <0.01% -376 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,340 $316K <0.01% +273 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 7,693 $260K 0.17% -75 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,165 $242K <0.01% new 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,108 $240K <0.01% -2,221 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. 7,084 $239K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,987 $236K <0.01% +229 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/ 6,716 $226K <0.01% -377 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,130 $207K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,664 $191K <0.01% +60 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,753 $160K <0.01% -610 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,707 $159K <0.01% new 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 4,439 $150K 0.13% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,390 $114K <0.01% +237 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 3,325 $112K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,803 $94.6K 0.01% +48 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,643 $89.2K 0.01% +46 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,178 $73.5K <0.01% +523 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,031 $68.6K <0.01% -1,667 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,533 $51.7K <0.01% -7 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,404 $47.4K <0.01% -21 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,311 $44.2K <0.01% +22 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,283 $43.3K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,155 $39K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $33.8K <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 $27.9K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 712 $24K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 678 $22.9K <0.01% -60 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 598 $20.2K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 539 $18.2K <0.01% -502 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 495 $16.7K <0.01% +9 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 328 $11.1K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 258 $8.7K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 240 $8.1K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 199 $6.72K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 192 $6.48K <0.01% -1,200,000 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 113 $3.81K <0.01% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 107 $3.61K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $3.58K <0.01% -294 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 81 $2.73K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 58 $1.96K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 42 $1K <0.01% +13 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 15 $506 <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7 $237 <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $68 <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 $30 <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% 0 13F-HR Timeline Group Value filed as zero, left out of ratios.