WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,317,919 $526M 0.12% +6,840,207 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,953,374 $165M 0.19% -1,628,701 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,925,004 $165M 4.25% +1,720,757 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/ 2,577,292 $53.5M <0.01% +667,534 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,244,727 $46.6M <0.01% +1,075,582 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 2,175,486 $45.2M 1.14% +340,344 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,018,914 $41.9M 0.03% +372,725 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,461,283 $30.4M 0.01% +113,575 13F-HR/A Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,454,571 $30.2M 0.25% -97,846 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 938,100 $19.5M 0.71% -50,000 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 935,435 $19.4M 1.28% +9,554 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 698,472 $14.5M 0.07% +35,141 13F-HR/A Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 659,556 $13.7M 5.28% -9,395 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 598,877 $12.4M 0.17% +15,133 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 595,964 $12.4M 2.32% -1,168 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 486,767 $10.1M 0.01% -15,453 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 394,947 $8.2M 1.04% +124,799 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 349,752 $7.26M <0.01% -45,234 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 321,984 $6.69M <0.01% +281,844 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 315,435 $6.55M 1.57% +159,010 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 304,900 $6.33M 0.74% 0 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 296,586 $6.16M 4.11% +12,766 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 294,082 $6.11M +284,365 Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 273,489 $5.68M 3.42% +8,259 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 255,394 $5.3M 0.06% +4,488 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 254,562 $5.29M 0.01% -37,429 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 237,666 $4.94M 0.32% -314 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 229,861 $4.77M 0.21% +17,784 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 207,686 $4.31M 0.07% new 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 191,010 $3.99M 0.13% +26,158 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 189,276 $3.93M 0.16% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 187,136 $3.89M 0.25% 0 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 174,950 $3.63M <0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 164,769 $3.42M 0.24% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 158,769 $3.3M 1.87% +96,576 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 149,107 $3.14M 0.01% -13,426 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 150,053 $3.12M 3.08% -2,368 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 147,001 $3.05M <0.01% -18,718 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 144,921 $3.01M <0.01% +14,600 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 130,550 $2.71M 1.4% -17,506 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 121,072 $2.51M 0.02% new 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 103,914 $2.16M 0.16% +17,842 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 94,359 $1.96M 0.65% +7,237 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 91,922 $1.91M 0.02% -5,925 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 86,201 $1.79M 0.04% -120,288 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,527 $1.69M <0.01% -683 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 78,706 $1.66M 1.46% +4,323 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 64,723 $1.34M 0.02% +232 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 59,300 $1.23M <0.01% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 57,211 $1.19M 0.9% -1,633 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 54,268 $1.13M 0.01% +14,886 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 53,644 $1.11M 1.2% +2,840 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,578 $1.05M 0.01% -10,942 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 47,380 $984K 0.64% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,137 $958K <0.01% -90 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 45,662 $947K 0.02% -2,177 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 43,885 $911K <0.01% +12,411 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,254 $898K <0.01% +5,249 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 42,484 $882K 0.17% +5,488 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 40,047 $832K 0.15% +9,135 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 38,298 $795K 0.13% +1,905 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 38,379 $779K 0.04% +5,098 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 36,609 $760K 0.09% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 35,159 $730K <0.01% -5,114 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 33,885 $704K 0.3% -4,202 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,156 $689K <0.01% -10,200 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 30,806 $640K 0.05% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 30,713 $638K 0.12% -5,975 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,236 $628K <0.01% +7,857 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30,065 $624K 0.47% -130 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 30,000 $623K 0.2% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 29,638 $616K 0.12% -30 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,191 $606K <0.01% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 28,548 $593K 0.02% -6,614 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 28,091 $583K 0.02% -856 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,091 $583K 0.01% -856 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,492 $509K 0.01% -5,214 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 24,077 $500K 0.06% -4,232 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 22,979 $477K 0.07% +625 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 22,712 $472K 0.09% -6,115 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 22,654 $471K 0.12% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 22,472 $467K 0.38% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 22,445 $466K 0.01% +10,704 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,115 $439K <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 21,104 $438K 0.03% +111 13F-HR/A Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 20,786 $432K 0.02% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 20,115 $418K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,594 $386K <0.01% +6,811 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,770 $363K <0.01% -141 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 17,424 $362K 0.03% -1,355 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 16,704 $347K 0.06% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,700 $305K 0.01% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,801 $287K 0.01% -7,452 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,577 $282K 0.01% 0 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 13,438 $279K 0.07% -3,077 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,028 $271K 0.02% -2,277 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,917 $268K <0.01% +721 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 12,704 $264K <0.01% -6,629 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,525 $260K 0.02% new 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,827 $246K <0.01% -6,961 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,545 $240K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,382 $236K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,175 $232K 0.01% -4,349 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,866 $205K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,644 $117K <0.01% -2,992 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,094 $106K <0.01% +4,609 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,980 $103K 0.03% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,698 $97.6K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,629 $96.1K 0.08% -1,440 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,432 $92K 0.01% +738 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,371 $90.8K 0.01% +315 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,278 $88K 0.01% +4,023 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,071 $63.8K <0.01% -1,283 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,509 $52.4K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,493 $49.2K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,280 $47.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,272 $47K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,131 $44.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,090 $43.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,900 $39.5K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,742 $36.2K <0.01% +862 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,210 $25.1K <0.01% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,176 $24.4K <0.01% +631 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,114 $23.1K 0.01% -10,706 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,080 $22.4K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,021 $21.2K 0.01% +665 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. 970 $20.1K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 581 $12.1K <0.01% -172 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 349 $7.25K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 330 $6.85K <0.01% +321 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 300 $6.23K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 300 $6.23K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 295 $6.13K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 267 $5.55K <0.01% +245 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 256 $5.32K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $3.12K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 92 $1.91K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 75 $1.61K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 41 $852 <0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30 $623 <0.01% -426 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20 $415 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $353 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 13 $270 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9 $187 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $187 <0.01% -65 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $6 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.