WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 15,367,542 $304M 0.07% +6,475,563 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,870,366 $195M 0.25% +228,262 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,058,764 $120M 3.61% +295,685 13F-HR Timeline Cerity Partners OCIO LLC in group Cerity Partners LLC More: the full row for Cerity Partners OCIO LLC 3,053,424 $60.3M 4% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,008,682 $39.7M <0.01% +344,569 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 1,883,198 $37.2M 1% +434,926 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,525,132 $30.1M 0.03% +504,309 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,376,765 $27.2M 0.01% +317,265 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,215,558 $24M 0.21% +97,018 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,179,249 $23.3M <0.01% -36,953 13F-HR/A Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 988,100 $19.5M 0.78% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 961,290 $19M 1.33% +53,417 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 664,196 $13.1M +287,511 Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 620,238 $12.2M 5.28% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 604,350 $11.9M 0.06% +7,847 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 503,796 $9.95M 0.01% +32,665 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 453,203 $8.95M 0.16% +2,776 13F-HR Timeline Group MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 304,900 $6.02M 0.78% -724,700 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 272,768 $5.39M 4.61% +12,536 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 270,662 $5.35M 2.6% +7,142 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 267,834 $5.29M 0.01% -555 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 249,985 $4.94M 0.83% -6,527 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 247,752 $4.89M 0.36% +9,421 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 231,046 $4.56M 0.06% +181,982 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 191,966 $3.79M 0.22% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 191,194 $3.78M 0.31% -12,489 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 183,873 $3.63M 0.01% -51,081 13F-HR/A Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 180,447 $3.56M <0.01% +31,544 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 177,510 $3.51M 0.17% +42,926 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 168,548 $3.32M 0.12% +21,771 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 160,439 $3.17M 1.64% -1,045 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 153,955 $3.04M 2.89% -3,386 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 121,390 $2.39M 0.03% new 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 113,500 $2.24M 0.32% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 111,058 $2.19M 0.08% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 103,531 $2.04M 0.02% -14,999 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 103,531 $2.04M 0.02% -14,999 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 102,512 $2.02M 0.01% +92,543 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 90,119 $1.85M 1.84% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 86,238 $1.7M 0.68% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 80,572 $1.59M <0.01% +12,603 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 74,124 $1.46M 0.13% +15,610 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 66,200 $1.31M 0.02% +11,770 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 65,254 $1.29M 0.01% +5,872 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 61,743 $1.22M <0.01% +21,447 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 60,631 $1.2M 1.09% +6,614 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,315 $1.19M <0.01% +12,279 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 58,810 $1.16M 0.25% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 58,494 $1.16M 0.95% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 48,982 $967K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,431 $917K <0.01% -118 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 42,669 $843K 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,747 $824K <0.01% +1,669 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,338 $816K <0.01% 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,123 $812K <0.01% new 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 40,047 $791K 0.15% +9,135 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 38,832 $784K 0.08% 0 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 39,649 $783K 0.04% +1,215 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 37,197 $770K 0.04% +989 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 38,787 $766K 0.36% -2,526 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 36,609 $723K 0.09% -3,320 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 35,584 $703K 0.14% -32 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,963 $666K 0.02% +1,326 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 33,696 $665K 0.02% +1,147 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,835 $649K 0.01% new 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 32,429 $640K 0.09% -2,567 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 31,445 $621K 0.03% +697 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 31,445 $621K 0.01% +697 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 30,986 $612K 0.14% +801 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30,213 $597K 0.48% +721 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 30,000 $592K 0.19% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 28,827 $569K 0.12% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,501 $563K <0.01% +1,429 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 28,465 $562K 0.11% +633 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,634 $467K 0.02% -3,066 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 23,340 $461K 0.05% -8,951 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 22,654 $447K 0.12% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 22,466 $444K 0.08% -6,889 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,115 $417K <0.01% +686 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 20,992 $415K 0.03% +313 13F-HR/A Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 20,786 $411K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,061 $376K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,012 $375K 0.01% +1,753 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,788 $371K <0.01% -318 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,903 $354K 0.02% -12,775 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 17,830 $352K 0.09% -1,607 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,801 $352K <0.01% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,286 $341K 0.13% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 15,010 $296K 0.08% +3,123 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 14,931 $295K 0.19% +1,086 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,700 $290K 0.01% +100 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,577 $268K 0.02% 0 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 12,989 $257K <0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 12,362 $244K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,063 $238K <0.01% +641 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 10,956 $216K 0.16% -1,698 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,401 $205K <0.01% +4,167 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,335 $204K 0.01% new 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 10,301 $203K 0.15% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,717 $192K <0.01% +1,785 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7,560 $149K 0.14% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,880 $116K <0.01% -5,494 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,681 $53K <0.01% -708 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,592 $51.2K <0.01% -5,445 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,493 $49.2K <0.01% +2,253 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,349 $46.4K <0.01% +479 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,280 $45K <0.01% +980 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,131 $42.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,816 $35.9K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,548 $30.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,293 $25.5K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,267 $25K 0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,182 $23.3K <0.01% +212 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,066 $21K <0.01% +136 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,051 $20.8K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 753 $14.9K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 653 $12.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 499 $9.87K <0.01% +16 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 492 $9.72K <0.01% -638 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 462 $9.12K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 384 $7.58K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 315 $6.22K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 307 $6.08K <0.01% -2,368 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 300 $5.92K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 256 $5.06K <0.01% -48 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 249 $4.92K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 204 $4.03K <0.01% -2,242 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $2.96K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 92 $1.82K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 80 $1.58K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 74 $1.46K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 50 $1.04K <0.01% -39 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20 $395 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18 $356 <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 17 $336 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 13 $257 <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8 $158 <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $20 <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $17 <0.01% 0 13F-HR Timeline