WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 37,326,643 $921M 0.2% -401,655 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,756,524 $265M 0.02% +1,378,523 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,693,294 $66.4M 0.02% -167,720 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,471,871 $36.3M 0.01% -13,813 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,232,465 $30.4M 0.01% +13,951 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 975,708 $24.1M 0.12% +54,315 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 942,236 $23.2M 3.18% +36,359 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 907,795 $22.4M 1.33% +23,319 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 807,532 $19.9M 0.19% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 733,284 $18.1M 0.01% -328,242 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 724,584 $17.9M 0.02% -43,838 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 677,793 $16.7M 3.37% +180,949 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 670,056 $16.1M 0.85% +3,286 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 644,831 $15.9M <0.01% +177,804 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 607,725 $15M 0.05% +47,448 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 601,715 $14.8M 0.01% +61,221 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 586,384 $14.5M 0.2% +17,850 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 582,536 $14.4M 0.04% +19,897 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 519,211 $12.8M 0.1% +204,908 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 465,322 $11.9M 7.24% +33,461 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 446,745 $11M 2.7% -36,927 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 392,540 $9.89M 4.61% +10,796 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 379,476 $9.36M 0.02% +16,249 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 352,951 $8.98M 1.28% +2,467 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 321,621 $7.93M 2.87% +18,488 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 320,815 $7.92M 0.01% +8,180 13F-HR/A Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 317,076 $7.82M 1.65% +4,260 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 299,537 $7.39M 1.17% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 289,476 $7.14M 0.63% +11,777 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 289,302 $7.14M 3.44% -619 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 288,206 $7.11M 0.13% +14,516 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 284,044 $7.01M 3.17% -145 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 271,250 $6.69M 0.25% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 266,531 $6.58M 0.31% +15,883 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 264,993 $6.54M 0.16% +15,319 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 258,239 $6.37M 0.11% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 253,624 $6.26M 1.81% +168,565 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 246,672 $6.09M 0.92% -4,460 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 240,578 $5.94M 0.25% +7,876 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 240,178 $5.93M 1.43% +18,698 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 240,130 $5.92M -47,118 Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 214,725 $5.3M 0.07% +6,810 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 161,392 $3.98M 1.38% -39,922 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 142,050 $3.5M 1.97% -3,585 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 141,380 $3.49M 0.33% +6,926 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 144,878 $3.46M 2.22% -150 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 135,707 $3.35M 0.06% -266 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 125,574 $3.1M 0.58% -712 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 121,462 $3M 0.21% -1,373 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 121,238 $2.99M 0.4% -1,068 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 121,031 $2.99M 1.53% -12,878 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 119,459 $2.95M 0.02% +3,777 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 114,526 $2.92M 0.57% -1,570 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 112,759 $2.78M 0.19% +11,353 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 111,547 $2.75M 0.03% -7,057 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 108,676 $2.68M <0.01% -8,098 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 104,850 $2.59M 0.01% +41,603 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 101,674 $2.51M 0.03% +69,031 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 99,441 $2.45M 0.13% -410 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 98,912 $2.44M <0.01% -21,757 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 97,580 $2.41M 0.33% -4,884 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 94,995 $2.34M 0.01% -20,409 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 90,592 $2.23M 0.06% -1,089 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 89,366 $2.2M <0.01% +7,366 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 89,105 $2.2M 0.02% -8,706 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 88,986 $2.2M 0.01% -1,375 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 84,401 $2.08M 0.38% +10,979 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 84,299 $2.08M 1.6% -7,438 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 81,198 $2M <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 77,898 $1.92M 0.04% -1,303 13F-HR Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 75,596 $1.86M 1.62% -4,472 13F-HR Timeline Corundum Group, Inc. 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More: the full row for AVANTAX ADVISORY SERVICES, INC. 67,214 $1.66M 0.01% +472 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 64,274 $1.59M 0.03% -3,320 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,320 $1.56M <0.01% -57,589 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 62,505 $1.54M 0.5% -8,185 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 58,756 $1.45M 0.35% +602 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 57,955 $1.43M <0.01% +7,996 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,397 $1.39M 0.04% -1,388 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 52,486 $1.29M 0.98% -398 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 51,985 $1.28M 0.54% -867 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/ 51,984 $1.28M <0.01% +27,813 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,624 $1.27M 0.01% +1,691 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 51,576 $1.27M 0.06% -9,376 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 49,508 $1.25M 0.03% -3,642 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 50,284 $1.24M 0.17% -4,275 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 49,900 $1.23M <0.01% -102,196 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 49,860 $1.23M <0.01% -870 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 49,700 $1.23M <0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. 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More: the full row for Focus Financial Network, Inc. 27,665 $682K 0.03% +3,037 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 27,500 $678K 0.02% +500 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 25,423 $626K 0.01% -4,015 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 24,945 $623K 0.22% -489 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,465 $604K 0.03% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 24,229 $598K 0.17% -22,190 13F-HR Timeline Lunt Capital Management, Inc. 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More: the full row for Kovack Advisors, Inc. 19,541 $482K 0.05% -80 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 19,286 $476K 0.12% -320 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,239 $475K 0.01% -791 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,740 $466K 0.01% -8 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,104 $447K 0.01% +1,661 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 17,709 $437K 0.15% -3,053 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,767 $414K 0.01% -1,112 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 16,387 $404K 0.12% -270 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,129 $398K 0.01% 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 16,087 $397K 0.2% -80,979 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,005 $395K <0.01% -1,006 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 15,664 $386K 0.41% -910 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,584 $360K 0.03% +1,037 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 14,423 $356K 0.3% +3,738 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 14,304 $353K 0.3% -226 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,240 $327K 0.01% +1,470 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,188 $325K 0.01% +1,470 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,063 $322K 0.08% -157 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,771 $315K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,573 $310K <0.01% -3,281 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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