WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,956,642 $47.7M 0.01% -144,609 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,755,015 $45.2M <0.01% -237,492 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,943,798 $35.5M 0.06% -12,089 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,080,074 $13M 1.48% +74,976 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 795,204 $9.58M <0.01% +95,977 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 790,271 $9.52M <0.01% +27,724 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 760,939 $9.17M <0.01% +40,233 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 752,608 $9.07M <0.01% -145,252 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 739,951 $8.9M <0.01% -21,067 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 661,046 $7.97M 0.01% -293,065 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/ 517,765 $6.24M <0.01% -49,956 13F-HR Timeline Group TTP Investments, Inc. More: the full row for TTP Investments, Inc. 487,460 $5.87M 2.45% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 460,069 $5.54M 0.01% -388 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 323,238 $3.9M 0.8% -41,037 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 309,532 $3.73M <0.01% -1,132 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 284,489 $3.43M 0.04% +175,188 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 229,355 $2.76M 0.01% +141,949 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 216,752 $2.61M 0.89% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 213,401 $2.57M <0.01% -17,708 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 209,517 $2.52M <0.01% -45,350 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 205,083 $2.47M 0.04% new 13F-HR Timeline Group Canal Insurance CO More: the full row for Canal Insurance CO 204,174 $2.46M 0.53% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 157,788 $1.9M +131,167 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 129,119 $1.56M <0.01% +3,829 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 120,337 $1.45M 0.51% -2,013 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 113,132 $1.36M 0.01% +16,635 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 105,850 $1.27M 0.05% +29,000 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 95,588 $1.15M 0.29% +655 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 86,764 $1.05M 0.22% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,934 $1.01M <0.01% +6,240 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 81,312 $994K 0.01% -5,583 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 77,052 $928K 0.05% -46 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 68,160 $821K 0.02% +756 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 67,533 $814K 0.17% +5,347 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,885 $770K <0.01% +4,151 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 63,434 $763K <0.01% +14,827 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,269 $738K <0.01% -25,555 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 61,087 $736K <0.01% -14 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 58,246 $702K 0.04% +1,027 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 57,062 $688K 0.24% -17,604 13F-HR Timeline Stolper Co More: the full row for Stolper Co 18,786 $683K 0.19% -51,405 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 52,878 $646K 0.05% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 49,536 $597K 0.05% +2,923 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 48,454 $584K <0.01% +2,823 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 48,000 $578K 0.12% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,939 $578K <0.01% -917 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 46,738 $563K 0.08% -1,621 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 44,811 $540K 0.11% -5,042 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 40,683 $490K 0.25% new 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 40,263 $485K 0.04% -297,928 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 39,276 $473K 0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 35,538 $428K 0.06% +1,817 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 34,980 $422K 0.01% -150 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,773 $407K 0.03% +21,324 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,509 $404K <0.01% +8,254 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,047 $398K <0.01% -1,356 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 32,797 $395K 0.07% +5,535 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,733 $382K <0.01% +4,283 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 30,201 $364K <0.01% -3,115 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 29,738 $358K 0.22% -7,175 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,997 $325K <0.01% new 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 26,126 $315K 0.36% -100 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 25,802 $311K 0.32% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 25,271 $305K 0.02% +8,437 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,008 $289K 0.01% -5,883 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23,674 $285K <0.01% +22,674 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,360 $269K <0.01% -10,619 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 21,732 $262K <0.01% +1,433 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,681 $261K 0.01% +2,125 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 20,989 $253K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,441 $251K <0.01% +4,299 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 20,000 $241K 0.08% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,516 $223K <0.01% -9,653 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,256 $220K <0.01% +1,147 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,000 $217K <0.01% new 13F-HR/A Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 17,200 $207K 0.18% +1,000 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,467 $198K <0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,169 $195K 0.04% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,551 $187K <0.01% -3,900 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,900 $180K <0.01% new 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 14,882 $179K 0.07% +241 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,700 $177K 0.09% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,688 $177K 0.01% 0 13F-HR/A Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 14,293 $172K 0.03% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,738 $166K 0.02% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 13,595 $164K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,254 $160K <0.01% -1,491 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,765 $154K <0.01% new 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 11,709 $141K 0.02% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,275 $137K 0.11% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,399 $137K 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,205 $123K 0.01% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,000 $120K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,875 $119K 0.06% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,045 $84.9K 0.01% -5,951 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,550 $66.9K <0.01% +550 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,885 $58.9K 0.01% -731 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,799 $57.8K <0.01% +908 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,212 $50.8K <0.01% +97 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,748 $45.2K <0.01% +61 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,500 $42.2K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,200 $38.6K 0.03% 0 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 $37.9K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,098 $37.3K <0.01% -1,641 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,000 $36K 0.01% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,816 $33.9K <0.01% +39 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,722 $32.8K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,532 $30.5K <0.01% +948 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,496 $30.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,155 $26K 0.02% -55 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,016 $24.3K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,894 $22.8K <0.01% +31 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,535 $18.5K <0.01% +25 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,300 $15.7K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,170 $14.1K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,062 $12.8K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $12.1K <0.01% 0 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 848 $10.2K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 781 $9.41K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 642 $7.74K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 497 $6.08K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 455 $5.42K <0.01% -608 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 412 $5.04K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 364 $4.39K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 334 $4.03K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 264 $3.18K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 211 $2.54K <0.01% -44 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 146 $1.76K <0.01% +2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 141 $1.7K <0.01% -292 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 64 $771 <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 52 $622 <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3 $36 <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) 2 $24 <0.01% -26 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $10 <0.01% new 13F-HR Timeline