WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,101,251 $45M 0.01% +87,072 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,992,507 $43.8M <0.01% +800,982 13F-HR/A Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,955,887 $32.5M 0.06% +474,942 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,005,098 $11M 1.26% +130,100 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 954,111 $10.5M 0.02% +193,587 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 897,860 $9.86M <0.01% -204,790 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 762,547 $8.37M <0.01% +8,386 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 761,018 $8.36M <0.01% +229,715 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 720,706 $7.91M <0.01% +34,172 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 699,227 $7.68M <0.01% -8,831 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 618,455 $6.79M 0.32% -177,355 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/ 567,721 $6.23M <0.01% -50,855 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 460,457 $5.06M 0.01% -15,106 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 364,275 $4M 0.77% +7,800 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 338,191 $3.71M 0.28% -33,704 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 310,664 $3.41M <0.01% -13,962 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 254,867 $2.8M <0.01% +50,706 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 231,109 $2.54M <0.01% +2,505 13F-HR Timeline Group Canal Insurance CO More: the full row for Canal Insurance CO 204,174 $2.24M 0.54% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 129,755 $1.42M 0.27% +3,190 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 125,290 $1.38M <0.01% +12,846 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 122,350 $1.34M 0.45% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 109,301 $1.2M 0.02% +12,617 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 96,497 $1.06M 0.01% +21,334 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 94,933 $1.04M 0.25% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 87,406 $960K 0.01% +2,224 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86,895 $954K 0.01% +1,883 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 86,824 $953K <0.01% +20,525 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 77,694 $853K <0.01% +1,592 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 77,098 $847K 0.05% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 76,850 $844K 0.03% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 74,666 $820K 0.29% +7,519 13F-HR Timeline Stolper Co More: the full row for Stolper Co 70,191 $771K 0.23% +840 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 67,404 $740K 0.02% +15,811 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 62,186 $683K 0.14% -105 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 61,101 $671K <0.01% +4,185 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,734 $656K <0.01% -1,252 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 57,219 $628K 0.03% -5,541 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 52,878 $581K 0.04% -1,071 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 49,853 $547K 0.12% -31,120 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,856 $536K <0.01% -4,027 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 48,607 $534K <0.01% +6,924 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 48,359 $531K 0.07% +4,049 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 48,000 $527K 0.12% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 46,613 $512K 0.04% -3,394 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 45,631 $501K <0.01% -422 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 43,735 $480K 0.15% +3,618 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,361 $432K 0.01% +200 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 36,913 $405K 0.25% -10 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,130 $386K 0.01% -409 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,403 $378K <0.01% +10,000 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 33,721 $370K 0.05% -71 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,316 $366K <0.01% +6,701 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 32,979 $362K <0.01% -28,518 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,891 $328K 0.01% -2,010 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,169 $309K <0.01% -4,707 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 27,450 $301K <0.01% +15,638 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 27,262 $299K 0.05% +42 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,621 $292K +60 Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 26,226 $288K 0.32% 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 25,802 $283K 0.17% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,255 $277K <0.01% -195 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,174 $243K <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 20,989 $230K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 20,299 $226K <0.01% +2,112 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 20,000 $220K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,913 $219K <0.01% +17,598 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,556 $215K 0.01% +4,448 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,451 $214K <0.01% +7,910 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,109 $188K <0.01% +11,782 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,834 $185K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,142 $184K <0.01% +3,228 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 16,200 $178K 0.16% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,169 $178K 0.04% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,878 $163K <0.01% -9,147 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,745 $162K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,688 $161K 0.01% 0 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 14,641 $161K 0.07% +292 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 14,293 $157K 0.03% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 13,595 $149K 0.02% 0 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,996 $143K 0.02% -2,880 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,779 $140K <0.01% -13,430 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,449 $137K 0.01% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 11,709 $129K 0.02% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,399 $125K 0.01% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,275 $124K 0.1% -2,250 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,205 $112K <0.01% -1,195 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,000 $110K 0.02% 0 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/ 10,000 $109K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,616 $61.7K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,000 $54.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,739 $52K <0.01% +28 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,115 $45.2K <0.01% -4,647 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,891 $42.7K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,687 $40.5K <0.01% +1,059 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,500 $38.4K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,200 $35.1K 0.03% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,149 $34.6K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,000 $33K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,777 $30.5K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,722 $29.9K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,496 $27.4K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,249 $24.7K <0.01% +39 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,210 $24.3K 0.02% +349 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,014 $22.1K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,863 $20.5K <0.01% +37 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,584 $17.4K <0.01% +84 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,510 $16.6K <0.01% +30 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,170 $12.8K <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 1,063 $11.7K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,000 $11K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $11K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,000 $11K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 848 $9.31K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 642 $7.05K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 452 $5K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 412 $4.89K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 433 $4.75K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 264 $2.9K <0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 255 $2.8K <0.01% -245 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 144 $1.58K <0.01% +3 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 51 $558 <0.01% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 28 $308 <0.01% new 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) 28 $307 <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3 $33 <0.01% 0 13F-HR Timeline