JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,618,247 $4.35B 0.25% -1,977,173 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,290,924 $91.9M 0.05% +245,885 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 769,205 $54.8M <0.01% +160,987 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 769,101 $54.8M 0.01% -610,073 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 699,827 $49.8M 0.47% -73 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 542,411 $38.6M -445,079 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 454,705 $32.4M 0.06% -398,159 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 340,971 $24.3M 3.08% +6,800 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 242,169 $17.2M 0.86% -96,173 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 235,329 $16.8M 0.03% -200,839 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 232,001 $16.5M 0.33% +166,591 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 185,256 $13.2M 0.01% -89,610 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 174,300 $12.4M +8,204 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 138,345 $9.85M 0.18% +6,398 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 132,680 $9.45M 0.02% -120,147 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 114,866 $8.18M 0.2% -14,000 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 114,216 $8.13M 0.04% -89,333 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 104,319 $7.43M 0.01% +75,969 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 74,156 $5.28M 0.03% -53,191 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 74,129 $5.28M 0.06% +6,487 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 62,361 $4.44M <0.01% -3,207 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 61,852 $4.41M 0.17% -6,464 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,662 $3.39M <0.01% +9,014 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 45,806 $3.26M 0.01% -33,405 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,349 $3.16M <0.01% -91,257 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 40,247 $2.87M 0.19% -16,881 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 36,917 $2.63M 0.5% +5,171 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,943 $2.49M 0.05% -2,509 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 33,513 $2.45M 0.15% -4,239 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 29,107 $2.07M 0.57% -8,462 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,655 $1.97M 0.04% -15,737 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,290 $1.8M <0.01% -2,742 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 24,254 $1.73M 0.64% -6,864 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,971 $1.49M 0.04% -7,625 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,954 $1.28M 0.02% +476 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,833 $1.27M <0.01% -3,601 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 17,272 $1.23M 0.14% +1,195 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,760 $1.05M <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,724 $977K 0.02% -1,850 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,903 $919K <0.01% +4,975 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,431 $796K <0.01% +5,035 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,858 $773K 0.02% -13,186 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,826 $771K 0.01% -6,044 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,669 $688K 0.26% -9,471 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,659 $688K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,382 $668K 0.03% +974 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,299 $662K 0.01% +4,471 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 8,344 $594K 0.44% -4,116 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,673 $546K 0.06% -5,249 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,539 $537K <0.01% -5,144 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,355 $527K 0.17% -14,800 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 7,299 $520K 0.79% -8,020 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,121 $508K <0.01% +5,615 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,782 $507K 0.03% +101 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,757 $481K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,705 $478K <0.01% 0 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,456 $460K 0.24% +95 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,039 $430K <0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,797 $413K 0.02% 0 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 5,461 $389K 0.21% 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,293 $377K 0.16% -28 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,748 $338K 0.06% -3,495 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,588 $327K 0.09% -761 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,556 $324K 0.1% -3,267 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,513 $321K <0.01% -98 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,388 $313K -2,175 Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,817 $272K 0.06% -9 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,651 $260K 0.01% -59 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,589 $256K 0.02% -10,236 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,347 $238K 0.01% -2,913 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,122 $222K 0.13% -2,763 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,085 $220K <0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,084 $220K 0.03% -218 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,829 $201K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,736 $195K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,042 $145K 0.01% -1,811 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,952 $139K 0.16% -12 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,620 $115K 0.01% -1,595 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/ 1,121 $79.7K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,091 $78.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 875 $62.3K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 811 $58K <0.01% +404 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 764 $54.4K 0.02% +56 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 540 $38.5K <0.01% +140 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 448 $31.9K <0.01% -21 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 354 $25.2K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 322 $23.1K <0.01% +17 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 211 $15K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 167 $11.9K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 152 $10.8K <0.01% -37 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 141 $10K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 104 $7.41K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 89 $6.34K <0.01% +2 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 74 $5.27K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61 $4.34K <0.01% +4 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 52 $3.7K <0.01% -53 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 49 $3.49K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 47 $3.35K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19 $1.35K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6 $427 <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $285 <0.01% -5 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.