WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,392,948 $25.2M 0.01% +51,302 13F-HR 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 1,366,411 $24.7M <0.01% -718,580 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 845,119 $15.3M 0.01% +58,750 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 787,610 $14.2M <0.01% -5,991 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 389,091 $7.03M <0.01% +9,062 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 352,238 $6.38M 0.86% +137,428 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 351,598 $6.35M 0.64% -1,093 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/ 327,842 $5.92M <0.01% -1,358,307 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 325,685 $5.88M <0.01% -109,331 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 313,567 $5.66M 0.82% -496 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 283,736 $5.12M 0.01% -4,410 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 266,299 $4.8M <0.01% +51,659 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 231,855 $4.19M 1.13% -4,616 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 231,855 $4.19M 0.8% -4,616 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 220,791 $3.99M 0.13% -1,710 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 213,858 $3.87M 1.3% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 208,867 $3.77M 0.01% -2,454 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 202,344 $3.65M 1.7% -2,352 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 186,454 $3.37M 2.27% -25,091 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 170,058 $3.07M 0.01% +19,968 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 129,808 $2.34M <0.01% +25,869 13F-HR/A Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 114,007 $2.06M 0.79% -5,351 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 110,390 $1.99M 0.03% +2,506 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 95,261 $1.72M <0.01% new 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 82,771 $1.49M <0.01% +2,695 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 77,390 $1.4M <0.01% +9,307 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 75,587 $1.37M <0.01% -5,453 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,884 $1.26M <0.01% +1,770 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 65,700 $1.19M <0.01% +12,075 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 61,307 $1.11M 0.45% +4,687 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 61,290 $1.11M <0.01% -1,438 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 58,592 $1.06M 0.07% -2,851 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,157 $1.05M <0.01% +8,160 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 57,287 $1.03M 0.01% -2,931 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 54,784 $989K <0.01% +5,623 13F-HR/A Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 53,727 $970K 0.13% -115 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 51,862 $937K 0.23% -1,310 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 51,666 $933K 0.7% -3,407 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 46,488 $840K 0.12% -482 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 46,360 $837K 0.01% -294 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 42,307 $764K 0.19% +953 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 41,952 $763K 0.04% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 40,259 $727K 0.06% -6,719 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,686 $699K <0.01% +7,558 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,485 $677K <0.01% -3,228 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 35,498 $641K <0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,652 $602K 0.03% +4,179 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30,566 $552K 0.02% -69 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,500 $497K <0.01% -1,118 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,538 $479K 0.02% +832 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 23,419 $423K 0.01% -572 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,548 $407K <0.01% -3,968 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 21,800 $394K 0.03% -3,275 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 21,384 $386K 0.12% -171,825 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,300 $385K <0.01% -800 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 21,002 $379K 0.11% -6,001 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 20,975 $379K 0.31% +8,911 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20,500 $370K 0.08% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,941 $360K 0.03% +633 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,350 $331K <0.01% -2,912 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,704 $302K <0.01% -123 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,787 $285K <0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,427 $279K 0.04% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 14,945 $270K 0.06% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,864 $268K 0.01% -1,298 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,831 $268K <0.01% -272 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,866 $250K 0.04% +1,750 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,523 $244K <0.01% -342 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,123 $237K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,156 $220K <0.01% +2,155 13F-HR/A Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,838 $196K 0.01% 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 10,276 $186K 0.06% -1,533 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 10,221 $185K 0.11% -1,028 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,985 $90K <0.01% +2,336 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,498 $81.2K 0.01% -184 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,120 $74.4K <0.01% -117,084 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,117 $74.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,804 $68.7K <0.01% +10 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,599 $65K 0.01% -49 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,305 $59.7K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,178 $57.4K 0.02% -144 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,135 $57K <0.01% -625 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,406 $43.5K 0.02% -548,112 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,674 $30.2K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,650 $29.8K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,574 $28.4K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,170 $21.1K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,109 $20K <0.01% +1,108 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,035 $18.7K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 955 $17.3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 923 $16.7K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 821 $14.9K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 750 $13.5K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 712 $12.9K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 586 $10.6K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 577 $10.4K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $8.13K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 433 $7.82K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 387 $6.77K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 359 $6.47K <0.01% -46 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 300 $5.42K <0.01% new 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 300 $5.42K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 299 $5.39K <0.01% +158 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 288 $5.21K <0.01% -147 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 240 $4.33K <0.01% -143 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 131 $2.37K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 127 $2.29K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 101 $1.82K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 90 $1.62K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 77 $1.39K <0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 75 $1.35K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 69 $1.25K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19 $343 <0.01% new 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 9 $163 <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 3 $54 <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. 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.