WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 18,477,712 $397M 0.1% +3,110,170 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,582,075 $206M 0.26% -288,291 13F-HR/A Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,204,247 $133M 3.74% +145,483 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,909,758 $41M <0.01% -98,924 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 1,835,142 $39.4M 1.09% -48,056 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,646,189 $35.3M 0.03% +121,057 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,552,417 $33.3M 0.3% +336,859 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,347,708 $28.9M 0.01% -29,057 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,169,145 $25.1M <0.01% -10,104 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 988,100 $21.2M 0.86% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 930,875 $20M 5.01% +913,045 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 925,881 $19.9M 1.43% -35,409 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 668,951 $14.4M 6.12% +48,713 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 663,331 $14.2M 0.07% +58,981 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 597,132 $12.8M 2.68% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 583,744 $12.5M 0.22% +130,541 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 502,220 $10.8M 0.01% -1,576 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 394,986 $8.48M -269,210 Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 392,307 $8.42M 5.88% new 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 304,900 $6.54M 0.83% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 292,403 $6.28M 0.26% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 291,991 $6.27M 0.01% +24,157 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 283,820 $6.09M 4.37% +11,052 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 270,148 $5.8M 0.84% +20,163 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 265,230 $5.69M 3.84% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250,906 $5.38M 0.07% +19,860 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 237,980 $5.11M 0.36% -9,772 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 212,077 $4.55M 0.23% +34,567 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 206,489 $4.43M 0.06% +182,855 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 187,136 $4.02M 0.24% -4,830 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 165,719 $3.56M <0.01% -14,728 13F-HR/A Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 164,852 $3.51M 0.13% -3,696 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 162,533 $3.49M 0.01% -21,340 13F-HR Timeline RS CRUM INC. 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More: the full row for K2 Financial Inc. 74,383 $1.54M 1.51% -15,736 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 66,100 $1.42M 0.22% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 64,906 $1.39M 0.57% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 64,491 $1.38M 0.03% -1,709 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 62,193 $1.33M 1.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61,520 $1.32M 0.01% -3,734 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 58,844 $1.26M 1.02% +350 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 50,804 $1.09M 1.04% -9,827 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 50,315 $1.08M 0.1% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 47,839 $1.02M 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,227 $992K <0.01% -204 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,356 $930K <0.01% +1,609 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 40,273 $864K <0.01% -21,470 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,140 $861K <0.01% -1,198 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,382 $845K 0.01% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 38,087 $817K 0.38% -700 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,005 $816K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,856 $812K <0.01% -3,267 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 36,996 $794K 0.17% +6,010 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 36,688 $787K 0.16% +1,104 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 36,609 $786K 0.1% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 36,393 $783K 0.15% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 35,162 $755K 0.03% +1,466 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,281 $690K 0.04% -6,368 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,895 $684K 0.01% -940 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,474 $675K <0.01% +2,973 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30,195 $648K 0.51% -18 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 30,000 $644K 0.24% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,706 $637K 0.02% -2,257 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 29,668 $637K 0.13% +1,203 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 30,912 $628K 0.14% -9,135 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 28,947 $621K 0.03% -2,498 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,947 $621K 0.01% -2,498 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 28,827 $619K 0.13% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 28,309 $608K 0.08% -4,120 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,379 $480K <0.01% +4,578 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 22,354 $480K 0.08% -112 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 22,087 $474K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,253 $456K 0.02% +3,350 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,115 $453K <0.01% 0 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 20,993 $450K 0.04% +1 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 20,786 $446K 0.02% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,333 $415K <0.01% -83,179 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,788 $403K <0.01% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 18,779 $403K 0.04% -4,561 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,911 $381K <0.01% -103,479 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,286 $356K 0.19% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 16,515 $354K 0.1% +1,505 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 16,380 $352K 0.01% +14,832 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,524 $333K 0.01% -3,488 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,305 $328K 0.03% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,700 $315K 0.01% 0 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 14,542 $312K 0.2% -389 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,577 $291K 0.02% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,196 $262K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 11,783 $253K <0.01% +1,382 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,741 $252K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,545 $248K <0.01% -518 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,866 $212K 0.01% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 9,838 $211K 0.16% -1,118 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% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,636 $185K <0.01% +6,044 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 7,900 $169K 0.02% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,069 $130K 0.12% -1,491 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,354 $93.4K <0.01% -1,526 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,056 $87K 0.01% +1,707 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,694 $79.3K 0.01% +3,379 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,493 $53.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,272 $49K <0.01% -409 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 2,280 $48.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,131 $45.7K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,090 $44.9K <0.01% new 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,473 $31.6K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11,820 $27K 0.02% +10,553 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,209 $25.9K <0.01% -84 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 970 $20.8K <0.01% -212 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 887 $19K <0.01% +638 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 880 $18.9K <0.01% -186 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 753 $16.2K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 660 $14.2K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 545 $11.7K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 499 $10.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 485 $10.4K <0.01% -7 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 456 $9.8K <0.01% +149 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 356 $7.64K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 300 $6.44K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 300 $6.44K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 256 $5.49K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 255 $5K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 172 $3.69K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $3.22K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 92 $1.97K <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 86 $1.83K <0.01% new 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 74 $1.59K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 55 $1.14K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22 $472 <0.01% -182 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20 $429 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $365 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 13 $279 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9 $193 <0.01% +1 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1 $21 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -37,197 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.