WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,442,376 $26.6M 0.01% +49,428 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 1,392,518 $25.7M <0.01% +26,107 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 924,756 $17.1M 0.01% +79,637 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 787,197 $14.5M <0.01% -413 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 636,134 $11.7M 0.35% +415,343 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 386,025 $7.13M <0.01% -3,066 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 351,639 $6.49M 0.62% +41 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 318,474 $5.88M <0.01% -7,211 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/ 313,625 $5.79M <0.01% -14,217 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 305,488 $5.64M 0.74% -8,079 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 281,782 $5.2M 0.01% -1,954 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 229,772 $4.24M 1.08% -2,083 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 229,772 $4.24M 0.76% -2,083 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 206,273 $3.81M 1.63% +3,929 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 194,649 $3.59M 0.01% +24,591 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 178,624 $3.3M 0.54% -173,614 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 171,836 $3.17M 0.01% +42,028 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 168,623 $3.11M <0.01% -97,676 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 166,482 $3.07M 0.01% -42,385 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 165,165 $3.05M 1.97% -21,289 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 160,262 $2.96M <0.01% +82,872 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 143,643 $2.65M 0.07% 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 126,060 $2.33M 0.51% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 116,643 $2.15M 0.03% +6,253 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 109,344 $2.02M 0.73% -4,663 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 86,109 $1.59M <0.01% +3,338 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 77,303 $1.43M 0.01% +20,016 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 70,019 $1.29M 0.48% +8,712 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 63,418 $1.17M <0.01% +5,261 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 61,654 $1.14M <0.01% -4,046 13F-HR/A Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 57,177 $1.06M 0.13% +3,450 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 56,518 $1.04M 0.06% -2,074 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,860 $994K <0.01% +16,375 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 52,532 $970K 0.61% +866 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 51,881 $958K 0.21% +19 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,618 $953K <0.01% -43,643 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 48,412 $894K <0.01% -6,372 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 46,372 $856K 0.01% +12 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 45,747 $844K 0.11% -741 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 43,655 $806K <0.01% -17,635 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 41,807 $771K 0.04% new 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 40,384 $745K 0.17% -1,923 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 38,292 $707K 0.05% -1,967 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 35,976 $655K 0.03% +2,324 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,089 $648K <0.01% -3,597 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 33,174 $612K <0.01% -2,324 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,741 $494K 0.02% +203 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 23,811 $440K 0.01% +392 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23,160 $428K 0.01% -7,406 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,133 $427K <0.01% -52,454 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,943 $424K <0.01% +395 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 21,894 $404K 0.03% +94 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,300 $393K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20,500 $378K 0.07% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,217 $373K 0.02% +276 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 18,523 $342K 0.09% -2,479 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,620 $325K <0.01% +916 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 15,910 $294K 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,876 $293K <0.01% -54,008 13F-HR Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 15,761 $291K 0.1% -5,623 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,427 $285K 0.03% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 14,945 $276K 0.06% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,831 $274K <0.01% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,866 $256K 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,436 $248K <0.01% -87 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,123 $242K 0.01% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 12,595 $233K 0.07% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 11,993 $221K 0.16% -8,982 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 11,892 $220K 0.1% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,561 $213K <0.01% -595 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,838 $200K 0.01% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 10,118 $187K 0.1% -103 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,671 $160K +6,997 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,983 $129K <0.01% -20,517 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,557 $84.1K 0.01% +59 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,117 $76K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,625 $66.9K 0.01% +26 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,508 $64K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,320 $61.3K <0.01% -800 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,305 $61K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,185 $58.8K 0.02% +7 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,000 $55K <0.01% -135 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 $44.4K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,185 $40.3K <0.01% -2,800 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,650 $30.5K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,592 $29.4K <0.01% +637 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,574 $29.1K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,109 $20K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,049 $19.4K <0.01% +14 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,001 $18.5K <0.01% -2,803 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 923 $17K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 832 $15.4K <0.01% +11 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 750 $13.8K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 744 $13.8K <0.01% -213,114 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 712 $13.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 594 $11K <0.01% +8 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 578 $10.7K <0.01% +279 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 563 $10.4K <0.01% -14 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 555 $10.2K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $8.31K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 433 $7.99K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 363 $6.71K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 300 $5.54K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 240 $4.43K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 202 $3.73K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 132 $2.44K <0.01% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 101 $1.87K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 90 $1.66K <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 41 $757 <0.01% -34 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $9 <0.01% 0 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.