BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,432,503 $336M 0.03% +535,607 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,147,759 $122M 0.01% +132,650 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 993,415 $29.2M 0.01% -21,506 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 954,984 $28.1M 0.03% new 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 875,116 $25.9M 0.01% +34,894 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 670,993 $19.7M 0.22% -22,413 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 659,674 $19.4M 0.01% +57,928 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 614,527 $18.1M 0.4% +59,260 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 580,000 $17.7M 0.25% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 535,227 $15.7M 1% -3,304 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 407,547 $12M <0.01% +270,025 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 407,718 $12M <0.01% -43,405 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 403,081 $11.9M 0.06% -7,032 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 385,512 $11.3M <0.01% -1,015,709 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 378,210 $11.2M 0.02% -730,685 13F-HR/A Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 346,156 $10.2M 0.01% 0 13F-HR Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 328,743 $9.67M 6.31% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 325,232 $9.56M 0.11% -4,825 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 320,266 $9.42M <0.01% -24,985 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 311,591 $9.16M 0.08% +49,974 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 297,936 $8.76M 0.07% -39,674 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 266,488 $7.83M 4.24% +47,030 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 257,121 $7.56M 3.88% +3,183 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 256,162 $7.53M 0.11% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 253,040 $7.44M 1.59% -79,139 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 242,846 $7.14M 2.2% +74,080 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 228,550 $6.72M 2.7% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 220,610 $6.49M 0.81% +64,686 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 209,196 $6.15M 0.97% +791 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 175,860 $5.17M 1.04% +8,960 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 170,643 $5.02M <0.01% +53,776 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 153,100 $4.5M 0.02% -24,080 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 141,700 $4.17M <0.01% -93,998 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 120,740 $3.55M 0.03% new 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 95,463 $2.81M 2.53% +4,473 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 84,334 $2.48M 0.12% +10,681 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,283 $2.27M 0.01% -290 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 73,042 $2.15M 0.01% -9,799 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 70,713 $2.08M 0.02% +28,173 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 69,706 $2.05M 0.42% -8,712 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 55,300 $1.69M 0.78% +1,840 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 52,572 $1.55M 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,253 $1.54M <0.01% +635 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,152 $1.39M <0.01% new 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 46,967 $1.38M 0.35% +2,094 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,292 $1.16M 0.01% +1,603 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 36,601 $1.08M 0.01% -5,086 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 35,675 $1.05M 0.01% +1,312 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 34,787 $1.02M 0.02% +3,575 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 32,970 $969K <0.01% -34,337 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 32,935 $968K 0.5% -3,547 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 31,740 $933K <0.01% -11,488 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,391 $923K 0.05% +3,594 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 30,295 $891K 0.58% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 29,209 $859K 0.17% -846 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,677 $667K <0.01% -476,798 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,176 $593K <0.01% +437 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 19,979 $587K 0.07% new 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,338 $539K 0.13% -534 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,108 $532K <0.01% -53,072 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,869 $496K <0.01% -90 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 16,529 $486K <0.01% -8,774 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,131 $445K <0.01% -351 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,055 $443K 0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,801 $435K <0.01% -2,047 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 13,369 $393K 0.01% -790 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 12,725 $374K 0.48% -159 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,568 $370K <0.01% -5,091 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,808 $347K <0.01% +518 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,410 $335K 0.49% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,458 $307K 0.15% +608 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 10,118 $297K <0.01% -512 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,037 $295K <0.01% -225 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,273 $273K 0.02% 0 13F-HR/A Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 9,100 $268K 0.08% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,811 $259K <0.01% -220 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,689 $255K 0.12% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,329 $245K <0.01% -317 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,545 $222K 0.02% -197 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,509 $221K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,429 $218K <0.01% +80 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,058 $208K <0.01% new 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,586 $202K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,312 $186K <0.01% -40 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,044 $178K 0.01% -3,284 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,906 $144K <0.01% +2,275 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. 4,702 $138K <0.01% +247 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,658 $137K <0.01% +2,804 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,400 $129K 0.01% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,730 $109K <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/ 3,026 $88.9K <0.01% -264,463 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,246 $66K <0.01% +539 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,125 $62.5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,960 $57.6K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,750 $51.5K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 994 $29K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 889 $26.1K <0.01% -3,731 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 700 $21K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 543 $16K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 475 $14.3K <0.01% +465 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 432 $12.7K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 377 $11.1K <0.01% -434 13F-HR Timeline Group 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 Archer Investment Corp More: the full row for Archer Investment Corp 313 $9.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $7.62K <0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 254 $7.47K <0.01% -703 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 220 $6.47K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 200 $5.88K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 194 $5.7K <0.01% -7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 185 $5.44K <0.01% +8 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 167 $5K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 144 $4.23K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 121 $4K <0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 120 $3.53K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 100 $2.94K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 80 $2.35K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 72 $2.12K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 69 $2.03K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 67 $1.92K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $1.52K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.47K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 46 $1.35K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30 $882 <0.01% -2,375 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1 $29 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.