BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,896,896 $312M 0.03% +3,597,952 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,015,109 $115M 0.01% +187,701 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,401,221 $40.1M 0.01% -46,728 13F-HR Timeline Group Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 1,386,812 $39.7M +690,376 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,108,895 $32.1M 0.06% +39,335 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,014,921 $29M 0.01% +1,035 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 840,222 $24M 0.01% -39,364 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 601,746 $17.2M 0.01% -4,396 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 596,215 $17.1M +3,619 Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 580,000 $16.6M 0.25% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 555,267 $15.9M 0.36% +28,093 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 538,531 $15.4M 0.93% +15,232 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 531,301 $15.2M 0.69% +18,062 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 499,475 $14.3M 0.01% -322,084 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 451,123 $12.9M <0.01% -267,623 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 410,113 $11.7M 0.06% +14,472 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 390,254 $11.2M 0.16% -287,843 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 382,893 $11M 0.02% -334,318 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 346,156 $9.9M 0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 345,251 $9.88M <0.01% 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 337,610 $9.66M 0.08% -9,504 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 332,179 $9.5M 1.92% +39,909 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 330,057 $9.44M 0.13% -1,426 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 328,743 $9.41M 6.29% 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/ 267,489 $7.66M 0.01% -92,342 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 261,617 $7.48M 0.07% +12,395 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 255,706 $7.32M 0.76% -2,038 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 253,938 $7.27M 3.48% -5,568 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 235,698 $6.74M <0.01% +118,703 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 228,550 $6.54M 2.25% 0 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 219,458 $6.28M 3.05% -112,683 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 208,405 $5.96M 0.95% -275 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 177,180 $5.07M 0.02% -10,000 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 174,192 $4.98M 0.07% -125,329 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 168,766 $4.83M 1.56% -9,159 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 166,900 $4.78M 0.98% +5,666 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 155,924 $4.46M 0.57% +59,953 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 137,522 $3.93M <0.01% +129,993 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 133,545 $3.82M <0.01% +114,387 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 131,050 $3.75M 0.15% +71,596 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 116,867 $3.34M <0.01% -77,170 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 104,911 $3M 0.09% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 98,159 $2.81M 0.11% +4,354 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 90,990 $2.6M 2.42% -74,547 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 82,775 $2.52M 0.15% -220 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 82,841 $2.37M 0.01% -1,958 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 78,418 $2.24M 0.45% -762 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,573 $2.22M 0.01% -2,155 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 73,653 $2.11M 0.1% -704 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 71,180 $2.04M <0.01% -999 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 67,307 $1.93M <0.01% +309 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 53,460 $1.53M 0.65% +1,255 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 52,572 $1.5M 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,618 $1.48M <0.01% +2,221 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 44,873 $1.28M 0.3% -383 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,228 $1.24M <0.01% +18,084 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,540 $1.22M 0.01% -23,168 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 41,687 $1.19M 0.01% -24,837 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,689 $1.08M 0.01% -345 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 36,482 $1.04M 0.58% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 34,363 $983K <0.01% -490 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 31,212 $893K 0.02% -6,013 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 30,295 $867K 0.52% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 30,055 $860K 0.13% -19,058 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,797 $795K 0.04% +12,521 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 25,303 $724K <0.01% -5,698 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,739 $565K <0.01% +1,503 13F-HR/A Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,872 $540K 0.13% +3,742 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,659 $505K <0.01% +1,068 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,848 $486K <0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,959 $485K <0.01% -212 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,025 $458K 0.37% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,482 $443K <0.01% +1,384 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 14,159 $405K 0.01% -185,681 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 12,884 $369K 0.46% -22,244 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,410 $326K 0.48% 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,290 $323K <0.01% +2,301 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,747 $307K 0.01% -1,654 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 10,630 $304K <0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,262 $294K <0.01% +225 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 9,850 $282K 0.14% +1,616 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,333 $267K 0.02% -9,386 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,328 $267K 0.01% -30,265 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,273 $265K 0.07% -1,500 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,128 $261K 0.11% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,031 $258K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,730 $250K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,646 $247K <0.01% +3,038 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,325 $238K <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,742 $221K 0.02% +113 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,349 $210K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,530 $187K 0.01% -142 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,352 $182K <0.01% -1,532 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,620 $132K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,455 $127K <0.01% -72 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,400 $126K 0.01% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,731 $107K <0.01% -5,074 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,631 $75.3K <0.01% -867 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,519 $72.1K 0.05% +39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,405 $68.8K <0.01% -287 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,125 $60.8K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,960 $56.1K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,900 $54.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,854 $53K <0.01% +1,212 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,750 $50.1K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,707 $48.9K <0.01% -327 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 957 $27.4K <0.01% +526 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 811 $23.2K <0.01% +74 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 700 $20K <0.01% +250 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 600 $17.2K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 543 $15.5K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 369 $11K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 384 $11K <0.01% -208,169 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 313 $8.96K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $7.41K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 234 $6.7K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 201 $5.75K <0.01% +78 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 200 $5.72K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 177 $5.06K <0.01% -633 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 160 $4.58K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 144 $4.12K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 136 $3.78K <0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 120 $3.43K <0.01% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 121 $3K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 80 $2.29K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 80 $2.29K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 72 $2.06K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 69 $1.97K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 68 $1.95K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 67 $1.92K <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 63 $1.8K <0.01% -152 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.43K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $1.2K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10 $287 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.