WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,625,428 $735M 0.18% +149,491 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,122,646 $218M 0.08% -765,940 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,781,850 $170M 0.4% -313,761 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,550,788 $164M 5.92% +23,002 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,674,019 $131M -671,109 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,466,317 $124M 0.01% +84,296 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,187,931 $114M 0.01% -182,367 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,123,743 $111M 0.94% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,759,487 $62.7M 0.01% -582,891 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,682,455 $60M 0.08% +10,011 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,284,016 $45.8M 5.85% +70,619 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,251,857 $44.6M 0.11% +502,198 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,229,643 $43.8M 0.09% +65,193 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,165,864 $41.6M 0.08% -104,772 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,157,566 $38.6M 0.86% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,017,809 $36.3M 0.06% -35,931 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,000,164 $35.7M 5.95% -31,890 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 996,839 $35.5M 0.01% +293,111 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 987,539 $35.2M 0.01% +8,889 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 979,248 $34.9M 1.42% -110,954 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 960,243 $34.2M 6.21% -932 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 958,924 $34.2M 5.14% +10,403 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 946,520 $33.7M 0.4% +10,571 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 928,912 $33.1M 5.2% +141,663 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 882,042 $31.4M 1.84% -49,017 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 845,687 $30.1M 0.01% +21,521 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 840,320 $30M 0.05% +624,959 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 810,937 $28.9M 0.01% -84,408 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 801,371 $28.6M 8.76% +121,940 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 779,019 $27.8M 1.23% -1,534 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 738,185 $26.3M 3.54% -25,186 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 725,451 $25.9M 0.02% -115,154 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 700,347 $25M 1.85% -24,826 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 663,978 $23.7M 15.29% -17,718 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 641,698 $22.9M 2.54% -4,827 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 579,855 $20.7M 3.21% +6,374 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 549,123 $19.6M 6.9% +383,020 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 528,254 $18.8M 0.78% +6,010 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 517,794 $18.5M 1.83% +12,578 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 511,362 $18.2M 0.02% +2,121 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 502,932 $17.9M 9.23% +35,278 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 488,302 $17.4M 0.77% -2,202 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 485,582 $17.3M 15.44% -109 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 447,655 $16M 11.12% +3,747 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 435,648 $15.5M 0.11% -8,545 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 434,058 $15.5M 1.2% -3,276 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 397,612 $14.2M 0.02% +390,161 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 396,097 $14.1M 9.41% +25,557 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 391,058 $13.9M 2.67% +7,513 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 383,040 $13.7M 3.68% -10,339 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for OSAIC HOLDINGS, INC. 246,307 $8.78M 0.02% +3,820 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 235,118 $8.38M 0.35% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 231,454 $8.25M 0.02% +9,787 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 231,262 $8.24M 2.63% -5,953 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 225,610 $8.04M 0.01% -13,493 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 221,496 $7.9M 0.02% +26,011 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 215,072 $7.67M 0.42% -5,898 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 213,313 $7.6M 0.2% +18,518 13F-HR Timeline Group PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 195,491 $7.45M 2.9% -6,708 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Baird Financial Group, Inc. 169,011 $6.03M 0.01% +12,145 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 156,803 $5.59M 0.07% -3,083 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 140,646 $5.01M 1.11% +4,931 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 140,322 $5M 1.55% +9,216 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 140,304 $5M 0.84% +218 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 137,660 $4.91M 2.75% +27,552 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $4.79M 1% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 126,076 $4.49M 0.12% +19,422 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 125,777 $4.48M 0.18% -29,500 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 116,782 $4.16M 0.01% -4,657 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 113,931 $4.06M 0.05% -19,216 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 112,490 $4.01M 0.12% +1,615 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 108,989 $3.89M 0.36% +4,922 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 108,355 $3.86M 0.46% -13,012 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 103,819 $3.7M 0.3% -23,126 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,728 $3.7M 0.02% -17,595 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 103,314 $3.68M 0.01% +13,490 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 102,322 $3.65M 0.04% -410 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 102,322 $3.65M 0.04% -410 13F-HR/A Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 102,136 $3.64M 1% -3,254 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 94,273 $3.36M 0.02% +54,265 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 92,276 $3.29M 0.04% -8,720 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 92,245 $3.29M 0.14% -22 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 88,912 $3.17M 0.1% -8,759 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 88,516 $3.16M 0.15% -181 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 87,522 $3.12M 1.29% -909 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 84,569 $3.01M 1.25% +6,991 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 82,926 $2.96M 0.02% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 81,694 $2.91M <0.01% +62,064 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 79,774 $2.84M 1.17% -505 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 78,671 $2.8M 0.28% -820 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 78,170 $2.79M 0.02% -11,701 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 72,678 $2.59M 0.61% -4,912 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 71,645 $2.56M 0.03% +11,930 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 70,251 $2.5M 0.24% -2,048 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 65,289 $2.33M <0.01% -9,600 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 64,990 $2.32M 0.03% +9,469 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 62,327 $2.22M 0.14% +14 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 61,362 $2.19M 0.01% +2,079 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 59,628 $2.13M 0.28% -3,267 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 57,529 $2.05M 0.09% +66 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,256 $2.04M <0.01% -961 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 57,066 $2.03M 0.17% -2,920 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 19,476 $1.95M 0.01% +8,195 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 52,183 $1.86M 1.07% +15,814 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 51,852 $1.82M 0.41% -678 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42,874 $1.54M 0.15% -6,754 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,656 $1.52M 0.25% -3,549 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 41,030 $1.46M <0.01% -5,485 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 40,214 $1.43M 0.33% -180 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 39,128 $1.39M 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 38,160 $1.36M <0.01% +3,516 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 37,407 $1.28M 0.21% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 34,745 $1.24M 0.14% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 34,567 $1.23M -2,574 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 32,864 $1.17M <0.01% -1,256 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 32,668 $1.16M 0.16% -2,607 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 31,445 $1.12M 0.06% -185 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 31,100 $1.11M <0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 31,097 $1.11M 0.02% -1,016 13F-HR/A Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 31,090 $1.11M 0.82% +780 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 30,609 $1.09M 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,274 $1.04M 0.12% -1,887 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,877 $1.03M <0.01% -511 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 27,586 $983K 0.1% +192 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,201 $970K 0.04% +11,434 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,822 $956K 0.06% -228 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,484 $944K 0.02% -50 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,083 $938K 0.09% +885 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,067 $929K 0.27% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 25,897 $923K 0.12% +140 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $898K 0.33% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 24,875 $887K 0.09% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,535 $883K <0.01% +5,768 13F-HR/A Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 24,290 $866K 0.05% +155 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 24,220 $863K 0.44% -376 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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