WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 929,129 $23.7M <0.01% +19,922 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 715,232 $18.3M 0.16% -58,670 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 626,077 $16M <0.01% -41,336 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 621,188 $15.9M 0.02% +38,507 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/ 607,000 $15.5M <0.01% -52,988 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 477,287 $12.2M 0.01% +4,686 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 407,253 $10.4M <0.01% +23,609 13F-HR Timeline Group Passaic Partners LLC More: the full row for Passaic Partners LLC 390,735 $9.97M 1.03% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 253,538 $6.47M <0.01% -11,378 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 177,600 $4.53M 0.01% +18,300 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 168,400 $4.3M 0.11% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 164,296 $4.19M <0.01% -11,358 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 160,612 $4.1M 0.01% -31,226 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 158,142 $4.04M <0.01% +3,304 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 141,180 $3.6M 0.01% -308,773 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 140,569 $3.59M 0.05% +1,973 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 138,880 $3.54M 1.28% +134 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 131,454 $3.39M 1.45% -42,029 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 111,953 $2.86M 0.06% +24,164 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 94,653 $2.42M <0.01% +33,530 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 92,862 $2.37M <0.01% -9,571 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 84,682 $2.16M <0.01% -10,534 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 80,234 $2.05M <0.01% +1,589 13F-HR/A Timeline Group Savior LLC More: the full row for Savior LLC 75,579 $1.93M 6.97% +6,342 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 72,922 $1.86M 0.01% +3,912 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 70,014 $1.79M 0.01% +28,116 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 60,175 $1.54M 0.07% +43,126 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 52,243 $1.33M 0.03% -2,000 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 45,288 $1.16M 0.05% +1,376 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,000 $1.02M <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 37,175 $951K 0.06% +15 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 36,941 $943K +26,141 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 36,318 $927K <0.01% -56,268 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 36,042 $920K 0.18% +2,697 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,600 $909K <0.01% -4,542 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,420 $827K <0.01% +3,400 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,138 $820K <0.01% new 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/ 32,100 $820K <0.01% 0 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 30,720 $784K 0.07% +50 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 26,758 $683K <0.01% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,508 $676K <0.01% +864 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 26,225 $669K 0.01% +6,100 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 26,201 $669K <0.01% -19,161 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,990 $663K <0.01% +104 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 25,940 $662K 0.5% +666 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,917 $636K 0.03% +1,430 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,846 $634K 0.01% +2,719 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,747 $632K 0.01% -122 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 21,439 $550K 0.08% -6,774 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 21,500 $549K 0.12% +2,209 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 21,396 $546K 0.32% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 21,179 $540K 0.01% +681 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20,523 $524K 0.21% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,933 $509K <0.01% -13,596 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,815 $506K <0.01% -3,087 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,690 $502K <0.01% -115,080 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,454 $471K 0.01% -1,166 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,380 $469K <0.01% -473 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,609 $453K 0.17% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,708 $452K <0.01% +10,037 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 17,244 $440K 0.03% +627 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 17,050 $435K 0.22% +1,150 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 16,170 $413K 0.2% -1,000 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,632 $399K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,568 $397K <0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,123 $386K 0.03% -11,765 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,960 $382K 0.01% -236 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,818 $378K 0.02% -1,000 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,640 $348K <0.01% -3,902 13F-HR/A Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,436 $343K 0.05% +19 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 12,622 $322K 0.06% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,583 $321K <0.01% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,400 $291K 0.13% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 11,057 $282K 0.12% -19,981 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,855 $277K 0.02% +2,200 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,840 $277K 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,679 $273K <0.01% -734 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,634 $271K 0.03% +1,687 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 10,508 $268K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,241 $261K <0.01% +2,573 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,140 $259K 0.06% -500 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,862 $252K <0.01% +740 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,851 $251K 0.02% -3,334 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,103 $232K 0.01% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 9,036 $231K 0.24% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,553 $218K <0.01% +15 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,508 $217K <0.01% new 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,489 $217K 0.06% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,241 $210K <0.01% +765 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,974 $203K <0.01% -6,861 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,724 $197K 0.03% +2,320 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,829 $174K <0.01% +4,160 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,494 $166K <0.01% +237 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,527 $141K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 5,123 $131K 0.09% -41,540 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,800 $122K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,528 $116K <0.01% -126 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,477 $114K <0.01% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,345 $111K 0.01% 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. 4,222 $108K <0.01% -1,315 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,208 $107K <0.01% +99 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,339 $85.5K <0.01% +655 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,033 $77.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,000 $76.6K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,450 $62.5K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,359 $60.2K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,260 $57.7K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,170 $55.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,135 $54.5K 0.02% +74 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,061 $52.6K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,927 $49.2K 0.01% +67 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,882 $48K 0.02% +480 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,565 $39.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,539 $39.3K <0.01% +53 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,422 $36.3K <0.01% +631 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,180 $30.1K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,000 $25.5K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 755 $19.3K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 705 $18K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $12.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 500 $12.8K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 390 $9.96K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 349 $8.91K <0.01% -6,757 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 300 $7.66K <0.01% -572 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 300 $7.66K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 233 $5.94K <0.01% -41,656 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 219 $5.59K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 215 $5.49K <0.01% -610 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 200 $5.1K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 140 $3.58K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 100 $2.55K <0.01% 0 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 66 $2K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 52 $1.32K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 50 $1.28K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 29 $740 <0.01% +27 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28 $715 <0.01% -50 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 20 $511 <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) 16 $408 <0.01% +15 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5 $127 <0.01% 0 13F-HR Timeline