WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 913,416 $23.9M 0.01% -36,716 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 807,885 $21.1M 0.2% -139,961 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 709,984 $18.6M <0.01% -360,169 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/ 698,437 $18.3M <0.01% -6,901 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 555,547 $14.5M 0.03% +43,319 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 483,845 $12.7M 0.06% +48,615 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 471,132 $12.3M 0.02% +1,398 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 427,297 $11.2M <0.01% -145,787 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 308,923 $8.08M 0.54% -13,978 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 249,201 $6.52M <0.01% +30,802 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 216,891 $5.67M 0.1% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 214,622 $5.61M 0.01% -3,111 13F-HR/A Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 196,693 $5.14M 2.77% -30,343 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 184,499 $4.82M 1.89% -788 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 171,255 $4.48M 0.1% +137,603 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 168,400 $4.4M 0.17% +2,200 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 165,033 $4.29M <0.01% +36,127 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 151,500 $3.96M 0.01% +7,800 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 121,676 $3.18M 0.05% -713 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 111,102 $2.9M <0.01% -3,711 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 107,952 $2.82M <0.01% -80,747 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 99,664 $2.61M <0.01% +12,241 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 98,219 $2.57M <0.01% -11,306 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 93,071 $2.43M 0.01% +7,284 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,648 $2.4M <0.01% +2,753 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 90,857 $2.38M 0.08% +9,183 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 87,229 $2.28M <0.01% +28,505 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 83,930 $2.19M <0.01% new 13F-HR/A Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 76,917 $2.01M 0.08% new 13F-HR Timeline Savior LLC More: the full row for Savior LLC 64,845 $1.7M 9.19% +5,959 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 63,327 $1.66M 0.01% +4,703 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,559 $1.61M <0.01% +2,658 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 61,096 $1.6M 0.13% -6,845 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 57,685 $1.51M <0.01% -22,999 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 54,243 $1.42M 0.03% +2,000 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,537 $1.32M <0.01% -86,813 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50,533 $1.32M 1.13% -1,022 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46,728 $1.22M 0.04% +500 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,750 $1.2M 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. 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Riley Wealth Advisors, Inc. 44,250 $1.16M 0.06% +3,823 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,381 $1.13M 0.01% +1,202 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,000 $1.05M <0.01% -40,000 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 37,906 $991K 0.08% -1,370 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,539 $877K <0.01% +2,997 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 33,345 $872K 0.19% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 31,121 $814K <0.01% -7,438 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,970 $810K 0.04% +1,959 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/ 30,905 $808K <0.01% -250 13F-HR/A Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 30,570 $799K 0.09% -575 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,221 $790K 0.01% +8,782 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 29,028 $759K 0.22% +5,346 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 27,928 $727K 0.13% +3,990 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,255 $713K 0.03% -44,693 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 27,227 $712K <0.01% +2,617 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 27,003 $706K 0.06% 0 13F-HR Timeline Guardian Partners Inc. 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More: the full row for CIBC WORLD MARKET INC. 22,772 $595K <0.01% +11,815 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 22,468 $588K 0.05% -32,648 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 20,525 $537K 0.01% +11,625 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20,523 $537K 0.28% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,973 $522K 0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,475 $509K 0.01% -824 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 19,307 $505K 0.01% +708 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 19,200 $502K 0.32% +1,200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,579 $486K <0.01% +396 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,319 $479K <0.01% +8,277 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 17,511 $458K 0.22% -845 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,437 $456K <0.01% -41,005 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 17,170 $449K 0.25% -250 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for Atria Wealth Solutions, Inc. 15,443 $404K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,008 $392K 0.02% +525 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,687 $384K <0.01% +50 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,583 $329K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,502 $327K 0.07% +949 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,804 $309K <0.01% +2,600 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 11,554 $302K 0.08% -2,380 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,400 $298K 0.14% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,945 $286K 0.04% +1,602 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,840 $283K 0.03% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,800 $282K <0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,649 $278K <0.01% -1,309 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,640 $278K 0.08% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 10,508 $275K 0.02% -33,768 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,862 $258K <0.01% +837 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,103 $238K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,838 $231K <0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,489 $222K 0.07% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,424 $220K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,424 $220K 0.05% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,671 $201K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,476 $195K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,058 $185K 0.01% +4,800 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,889 $154K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,547 $145K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,527 $145K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,317 $139K <0.01% +1,588 13F-HR Timeline Group Westside Investment Management, Inc. 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More: the full row for CIBC Private Wealth Group LLC 4,477 $117K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,413 $115K <0.01% -46,321 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,910 $102K <0.01% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,314 $86.7K 0.01% -825 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,033 $79.3K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,000 $78.5K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,809 $73.5K <0.01% +1,696 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,260 $59.1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,170 $57K <0.01% +510 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,061 $53.9K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,860 $48.6K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,486 $38.9K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,362 $35.6K 0.02% +290 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,359 $35.5K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,350 $35.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,315 $34.4K <0.01% +1,275 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 791 $20.7K <0.01% new 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 705 $18.4K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 500 $13.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 471 $12.3K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 399 $10.4K <0.01% -1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 390 $10K <0.01% -156 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 300 $7.84K 0.01% -800 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 275 $7.19K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 247 $6.46K <0.01% new 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 241 $6.3K <0.01% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 239 $6.25K <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 219 $5.73K <0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 200 $5.23K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 140 $3.67K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 125 $3.27K <0.01% new 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 115 $3.01K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 100 $2.62K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 90 $2.35K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 89 $2.33K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26 $680 <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) 22 $575 <0.01% +4 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5 $131 <0.01% 0 13F-HR Timeline 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.