BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,359,669 $365M 0.03% -72,834 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,441,003 $143M 0.01% +293,244 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 867,229 $27.9M 0.01% -126,186 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 820,571 $26.4M 0.01% -54,545 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 662,168 $21.3M 0.01% +491,525 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 659,760 $21.2M 0.01% +86 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 632,962 $20.3M 0.4% +18,435 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 530,359 $17.1M 0.99% -4,868 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 430,131 $13.8M 0.06% +27,050 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 396,238 $12.7M 0.14% -274,755 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 347,380 $11.2M 0.02% -30,830 13F-HR/A Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 328,743 $10.6M 6.24% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 324,654 $10.4M 0.47% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 321,981 $10.4M 0.1% -3,251 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 321,882 $10.3M 0.76% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 313,151 $10.1M 0.08% +1,560 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 311,468 $10M <0.01% -8,798 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 271,576 $8.73M <0.01% -113,936 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 262,140 $8.43M 1.55% +9,100 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 249,307 $8.02M 0.41% new 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 249,268 $8.01M <0.01% -158,450 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 243,380 $7.82M <0.01% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 230,687 $7.42M 0.08% -25,475 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 220,030 $7.07M 3.73% -46,458 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 206,781 $6.65M 0.81% -13,829 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 205,030 $6.59M 0.99% -4,166 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 185,706 $5.97M 1.06% +9,846 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 174,874 $5.62M <0.01% +33,174 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 165,020 $5.31M <0.01% new 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 169,366 $5.27M 0.42% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 152,205 $4.89M 0.89% +82,499 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 146,675 $4.72M 1.81% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 144,100 $4.63M 0.02% -9,000 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 136,325 $4.38M 0.03% +15,585 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 120,172 $3.86M 0.29% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 119,965 $3.86M 2.87% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 119,965 $3.86M 2.87% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 108,395 $3.48M 2.94% +12,932 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 87,815 $2.82M 0.13% +3,481 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 81,805 $2.63M 0.01% +8,763 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,474 $2.43M 0.01% -1,809 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 71,615 $2.3M <0.01% +39,875 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,027 $2.15M <0.01% new 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 58,219 $1.87M 0.81% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 57,432 $1.84M 0.75% +2,132 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 52,572 $1.69M 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,137 $1.68M <0.01% -116 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 51,415 $1.65M 0.36% +4,448 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 50,151 $1.61M 0.03% +15,364 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,319 $1.52M <0.01% +167 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,242 $1.39M <0.01% +10,272 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 41,405 $1.33M 0.13% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 38,608 $1.24M 0.01% -684 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 37,405 $1.2M 0.12% +17,426 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 36,978 $1.19M <0.01% +20,449 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 35,421 $1.14M <0.01% -254 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 34,942 $1.12M <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 32,801 $1.05M 0.04% new 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. 32,437 $1.04M <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,945 $1.03M 0.05% +554 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 30,475 $980K 0.16% +1,266 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 30,295 $974K 0.57% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 28,628 $920K 0.01% -42,085 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,607 $820K <0.01% +5,431 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 24,388 $784K <0.01% -930,596 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 23,686 $762K 0.32% -9,249 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,890 $736K <0.01% +213 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,820 $637K 0.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,766 $636K <0.01% +1,658 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,738 $602K <0.01% -279,198 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,098 $582K 0.13% -240 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 17,800 $572K 0.73% +5,075 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,965 $513K <0.01% -904 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 15,510 $499K <0.01% new 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,481 $498K <0.01% +350 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 15,425 $496K 0.42% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,055 $484K 0.01% 0 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 14,987 $482K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,251 $458K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,748 $442K 0.01% +379 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,200 $392K 0.11% +3,100 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,651 $375K <0.01% +10,657 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,410 $367K 0.5% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,336 $364K <0.01% -3,465 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,185 $360K <0.01% -623 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,923 $351K <0.01% +3,865 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,778 $347K <0.01% +741 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,560 $340K <0.01% +3,051 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,260 $330K 0.15% -198 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,218 $329K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,722 $313K 0.01% +3,678 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,663 $311K 0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,273 $298K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,644 $278K <0.01% -167 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,285 $266K 0.02% +740 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,232 $265K 0.08% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,780 $250K 0.01% +3,122 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,636 $245K <0.01% -693 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,547 $243K <0.01% -400,000 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,371 $237K <0.01% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,586 $212K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,358 $204K <0.01% -1,071 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,919 $190K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,904 $190K <0.01% -408 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,809 $187K 0.07% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,732 $184K <0.01% new 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/ 5,627 $181K <0.01% +2,601 13F-HR/A 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 $151K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,527 $146K <0.01% -379 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,400 $141K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,400 $109K <0.01% +2,700 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,383 $109K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,899 $93.2K <0.01% +653 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2,401 $77.2K 0.07% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,125 $68.3K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,750 $56.3K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,284 $41.3K <0.01% -2,446 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,132 $36.4K <0.01% -828 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 825 $26.5K <0.01% -64 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 731 $23.5K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 619 $19.9K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 539 $17.3K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 500 $16.1K <0.01% -43 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 432 $13.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 389 $12.5K <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 $12K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 313 $10.1K <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 275 $8.84K <0.01% -102 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $8.33K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 221 $7.11K <0.01% -33 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 200 $6.43K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 194 $6.24K <0.01% 0 13F-HR 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 168 $5.4K <0.01% -17 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 125 $4.02K <0.01% new 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 $3.86K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 101 $3.24K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $3.21K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $2.57K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 80 $2.57K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 79 $2.54K <0.01% +33 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 70 $2.25K <0.01% -405 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 70 $2.25K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 67 $2.15K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60 $1.93K <0.01% -84 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 59 $1.9K <0.01% -10 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $1.61K <0.01% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 44 $1.42K -346,112 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30 $965 <0.01% 0 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.