BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,836,372 $409M 0.03% +476,703 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,473,940 $155M 0.01% +32,937 13F-HR/A Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 768,571 $26.6M 0.01% -52,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 676,283 $23.4M 0.01% -190,946 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 659,659 $22.9M 0.4% +26,697 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 661,806 $22.9M 0.01% +2,046 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 516,826 $17.9M 0.99% -13,533 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 401,884 $13.9M 0.06% -28,247 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 399,037 $13.8M 0.53% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 340,765 $11.8M <0.01% -321,403 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 337,184 $11.6M 0.02% +317,418 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 336,449 $11.6M <0.01% +87,181 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 331,695 $11.5M 0.07% +18,544 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 328,743 $11.4M 7.12% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 310,642 $10.7M <0.01% -826 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 304,871 $10.5M 0.75% -17,011 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 297,414 $10.3M 1.53% +35,274 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 277,770 $9.6M 0.04% +141,445 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 277,486 $9.59M 0.11% -118,752 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 249,742 $8.63M 0.39% +435 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 221,277 $7.65M 1.44% +69,072 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 215,421 $7.44M 0.08% -15,266 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 207,135 $7.16M <0.01% -64,441 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 205,890 $7.12M 3.56% -14,140 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 201,233 $6.95M 1% -3,797 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 194,032 $6.71M <0.01% +19,158 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 186,580 $6.45M 1.14% +874 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 166,439 $5.75M 0.34% +46,267 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 160,958 $5.56M 1.98% 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 149,839 $5.18M 3.52% +29,874 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 140,286 $5.01M 0.46% -29,080 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 131,100 $4.53M 0.01% -13,000 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 127,817 $4.42M 1.47% -18,858 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 101,394 $3.5M 2.29% -7,001 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 92,360 $3.19M 0.13% +4,545 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 79,590 $2.75M 0.01% +4,116 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 79,002 $2.73M 0.01% -2,803 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 77,243 $2.67M 0.03% +48,615 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 75,800 $2.62M 0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 71,846 $2.48M <0.01% +231 13F-HR/A Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 67,166 $2.36M 0.02% new 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 58,429 $2.02M 0.71% +210 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 57,786 $2M 0.76% +354 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 52,572 $1.82M 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,838 $1.79M <0.01% -299 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 50,413 $1.74M 0.03% +262 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,352 $1.5M <0.01% -3,967 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 42,889 $1.48M <0.01% -353 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 41,092 $1.42M 0.12% -313 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 38,222 $1.32M <0.01% -386 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 37,614 $1.3M <0.01% +636 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,617 $1.23M <0.01% +23,966 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 34,164 $1.18M <0.01% -1,257 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 32,841 $1.13M 1.06% +15,041 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,073 $1.11M 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,899 $1.07M 0.04% +11,079 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 30,295 $1.05M 0.58% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 28,713 $992K 0.15% -1,762 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,204 $922K <0.01% +597 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,626 $817K 0.03% -8,319 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 23,129 $799K 0.32% -557 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22,993 $795K 0.57% +20,592 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,930 $792K <0.01% +40 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,231 $665K <0.01% new 13F-HR Timeline Group 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 18,322 $633K <0.01% -6,066 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,043 $624K 0.13% -55 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,404 $567K <0.01% +439 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 16,352 $565K <0.01% +871 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 15,425 $533K 0.37% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,055 $520K 0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 14,623 $505K 0.01% +875 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,251 $492K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,506 $432K 0.01% +2,784 13F-HR/A Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,200 $422K 0.11% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,172 $421K <0.01% +836 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,675 $403K 0.04% -25,730 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,410 $394K 0.51% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,819 $374K <0.01% -104 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,615 $367K <0.01% -163 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,600 $366K 0.15% +340 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,598 $366K <0.01% +38 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,234 $354K <0.01% -56,793 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,735 $336K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,668 $334K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,479 $328K 0.01% -739 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,273 $320K 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,234 $319K <0.01% +2,876 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,970 $310K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,651 $299K <0.01% +7 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,527 $295K 0.08% +295 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,391 $290K <0.01% +2,487 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,285 $286K 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,777 $269K <0.01% +230 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,195 $249K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,177 $248K 0.08% +1,368 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. 7,162 $248K <0.01% -25,275 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,099 $245K <0.01% -272 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,007 $242K <0.01% -4,178 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,775 $234K <0.01% new 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,586 $228K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,036 $209K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,030 $208K 0.01% -318,624 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,998 $207K <0.01% new 13F-HR/A Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,919 $205K 0.03% 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. 4,702 $163K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,400 $152K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,377 $151K <0.01% -150 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,799 $131K <0.01% -1,828 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,724 $129K <0.01% -4,056 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 $117K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,383 $117K 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 2,952 $102K <0.01% +53 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,125 $73.4K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,750 $60.5K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,284 $44.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,150 $39.7K <0.01% +950 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 853 $29.5K <0.01% -279 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 844 $29.2K <0.01% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 619 $21.4K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 539 $18.6K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 500 $17.3K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 432 $14.9K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 369 $13K <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 369 $12.8K <0.01% +94 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 280 $9.68K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $8.95K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 254 $8.78K <0.01% -135 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 221 $7.64K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 208 $7.19K <0.01% +128 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 200 $6.91K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 194 $6.71K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 168 $5.81K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 153 $5K <0.01% new 13F-HR Timeline Group 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 HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $3.46K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $3.46K <0.01% -20 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 100 $3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 80 $2.77K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 79 $2.73K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 67 $2.32K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 59 $2.04K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $1.73K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45 $1.56K <0.01% -25 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 42 $1.45K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30 $1.04K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18 $622 <0.01% -26 13F-HR Timeline Group