WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,565,284 $29.1M 0.01% +122,908 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 1,399,903 $26M <0.01% +7,385 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 940,570 $17.5M 0.01% +15,814 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 649,542 $12.1M 0.29% +13,408 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 635,467 $11.8M <0.01% -151,730 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 390,726 $7.26M <0.01% +4,701 13F-HR/A Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 357,336 $6.64M 0.58% +5,697 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 319,476 $5.94M <0.01% +1,002 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 319,158 $5.93M 0.71% +13,670 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 280,820 $5.22M 0.01% -962 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/ 265,025 $4.92M <0.01% -48,600 13F-HR/A Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 233,263 $4.33M 0.96% +3,491 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 233,263 $4.33M 0.7% +3,491 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 214,418 $3.98M 1.54% +8,145 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 204,043 $3.79M <0.01% +9,394 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 202,625 $3.76M 0.75% +76,565 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 176,457 $3.28M <0.01% +7,834 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 169,137 $3.14M 1.81% +3,972 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 167,861 $3.12M 0.01% +1,379 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 152,308 $2.83M 0.06% +8,665 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 122,154 $2.27M 0.03% +5,511 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 120,912 $2.25M <0.01% -50,924 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 114,409 $2.13M 0.31% -64,215 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 113,207 $2.1M 0.01% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 110,498 $2.05M 0.69% +1,154 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 108,384 $2.01M <0.01% -51,878 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,440 $1.66M <0.01% +3,331 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 77,793 $1.45M 0.01% +490 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 76,097 $1.41M 0.47% +6,078 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 69,436 $1.29M 0.78% +16,904 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 69,020 $1.28M <0.01% +5,602 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) 65,638 $1.22M 0.03% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,559 $1.1M <0.01% -2,095 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 57,487 $1.07M 0.12% +310 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 56,027 $1.04M 0.05% -491 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,980 $1M <0.01% +120 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 51,993 $966K 0.2% +112 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 47,030 $874K 0.1% +1,283 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,525 $864K <0.01% -1,887 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 44,977 $836K 0.01% -1,395 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 44,698 $830K 0.04% +8,722 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 44,500 $827K <0.01% +845 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 41,278 $767K 0.04% -529 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 39,700 $738K 0.05% +1,408 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,326 $712K <0.01% +3,237 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 38,011 $706K 0.16% -2,373 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 31,269 $581K <0.01% -1,905 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 29,901 $556K 0.02% +3,160 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 26,015 $483K 0.01% +2,855 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 23,811 $442K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,022 $409K <0.01% -921 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,595 $383K 0.02% +378 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19,639 $365K 0.06% -861 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,845 $350K <0.01% +7,284 13F-HR Timeline Group PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 18,523 $344K 0.08% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,343 $341K <0.01% +11,360 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 17,773 $330K <0.01% +153 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,892 $295K <0.01% +16 13F-HR Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 15,761 $293K 0.1% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 14,945 $278K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,831 $276K <0.01% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,216 $264K 0.03% +350 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,275 $247K <0.01% -161 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,443 $232K 0.09% +551 13F-HR/A Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 12,297 $228K 0.15% +304 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,582 $215K 0.01% -1,541 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 11,480 $213K 0.01% +642 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 9,821 $182K 0.09% -297 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 7,874 $146K 0.04% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,800 $145K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,664 $105K -3,007 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,117 $76.5K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,937 $73.2K <0.01% -620 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,652 $67.9K 0.01% +27 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,320 $61.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,305 $61.4K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,113 $57.8K 0.02% -72 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,406 $44.7K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,185 $40.6K <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 $29.2K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,580 $29K <0.01% -1,928 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,109 $20.6K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,001 $18.6K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 998 $18.6K <0.01% -51 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 923 $17.1K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 844 $15.7K <0.01% +12 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 750 $13.9K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 712 $13.2K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 679 $12.6K <0.01% -65 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 602 $11.2K <0.01% +8 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 577 $10.7K <0.01% -1 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 571 $10.6K <0.01% +8 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $8.36K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 433 $8.04K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 368 $6.84K <0.01% +5 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 345 $6.41K <0.01% -210 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 300 $5.57K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 240 $4.46K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 173 $3.21K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 132 $2.45K <0.01% 0 13F-HR/A Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 118 $2.19K <0.01% +77 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 90 $1.67K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 77 $1.43K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 47 $873 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 46 $855 <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10 $186 <0.01% new 13F-HR Timeline Group 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. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 0 $0 0% -3,000 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.