JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 71,174,628 $4.82B 0.31% -56,293 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,399,507 $94.8M 0.03% -466,731 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 961,397 $65.2M -77,731 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 793,500 $53.8M 0.13% -232,606 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 601,194 $40.7M 0.78% -955,828 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 540,156 $36.6M 0.03% +329,183 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 526,067 $35.7M 0.08% -233,742 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 454,694 $30.8M <0.01% -55,229 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 321,172 $21.8M 0.03% +132,825 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 307,397 $20.8M 3.06% +12,661 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 286,676 $19.4M 0.66% -40,533 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 273,434 $18.5M 0.05% -106,969 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 223,742 $15.2M 0.02% -7,207 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 196,189 $13.3M 0.12% +178,375 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 175,317 $11.9M 0.48% +62,244 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 150,916 $10.2M 0.28% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 136,941 $9.28M 0.61% +108,213 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 132,832 $9M 0.01% -296,635 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 132,506 $8.98M 0.07% -3,117 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 126,286 $8.56M 0.57% +100,187 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 118,310 $8.02M 0.29% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 113,347 $7.65M 0.01% -45,549 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 108,433 $6.98M 0.77% +38,395 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 81,672 $5.53M 0.01% -521,049 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 80,034 $5.42M 0.01% -23,111 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/ 73,415 $4.98M <0.01% -9,395 13F-HR/A Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 70,657 $4.79M 0.22% -3,027 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 53,444 $3.62M 0.71% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 52,419 $3.55M 0.14% +28,478 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,413 $3.42M <0.01% -809 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 49,129 $3.36M 0.07% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 44,841 $3.04M 0.23% +3,767 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,781 $2.29M 0.06% -14,799 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 33,351 $2.26M 0.13% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,184 $2.18M 0.01% +5,410 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 31,085 $2.11M 0.27% +3,061 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 28,458 $1.93M 0.07% +8,989 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 26,723 $1.81M 0.21% +3,275 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24,866 $1.69M 0.04% -11,183 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 23,965 $1.62M 0.71% +6,047 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,227 $1.51M <0.01% +15,614 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 18,512 $1.26M 0.19% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 18,473 $1.25M 0.54% -3,953 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17,571 $1.19M 0.42% +6,731 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,589 $1.12M <0.01% -9,774 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 16,099 $1.09M 1.38% -3,834 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,194 $1.03M 0.03% -853 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,513 $848K 0.11% -3,535 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,216 $828K 0.1% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,787 $799K 0.02% +1,771 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,680 $588K 0.23% -1,727 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,548 $576K 0.17% -8,288 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,889 $535K 0.12% -926 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,870 $533K 0.03% -296 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,170 $486K 0.27% -450 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,810 $462K 0.29% -2,627 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,647 $450K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,614 $448K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,094 $413K 0.02% -3,835 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,987 $406K 0.22% -449 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,960 $404K 0.07% -256 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,439 $369K 0.01% -866 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 5,125 $347K -1,178 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,021 $340K 0.01% -2,373 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,834 $328K 0.04% -4,092 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,300 $291K 0.01% -581 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,060 $275K 0.02% -1,937 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,692 $250K 0.02% -713 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,613 $246K 0.08% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,560 $241K 0.08% -54 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,477 $236K 0.14% +225 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,311 $224K <0.01% -58,191 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,186 $216K <0.01% -249 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,130 $212K <0.01% -418 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,007 $204K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,091 $74.5K <0.01% -1 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/ 1,094 $74.1K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,067 $72.2K 0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,015 $68.8K <0.01% +200 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 742 $50.8K 0.06% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 711 $48.2K <0.01% +439 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 516 $34.7K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 388 $26.3K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 374 $25.3K <0.01% -504 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 262 $17.8K 0.04% +100 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 237 $16.1K <0.01% +149 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 141 $9.58K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 105 $7.12K <0.01% -51 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 102 $6.91K <0.01% +2 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84 $5.69K <0.01% new 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 $5.01K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 48 $3.27K <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 23 $1.56K <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 10 $678 <0.01% -4 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.