Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,467,545 $45.9M <0.01% +1,832,078 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,637,618 $30.5M 0.01% +72,334 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 1,396,004 $26M <0.01% -3,899 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 991,421 $18.4M 0.01% +50,851 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 668,581 $12.4M 0.28% +19,039 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 403,572 $7.51M <0.01% +12,846 13F-HR/A Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 380,269 $7.07M 0.57% +22,933 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 342,380 $6.37M <0.01% +22,904 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 331,072 $6.16M 0.72% +11,914 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 296,950 $5.52M 1.02% +94,325 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 290,372 $5.4M 0.01% +9,552 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 273,943 $5.1M 4.16% 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/ 267,778 $4.98M <0.01% +2,753 13F-HR Timeline Group Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 228,245 $4.25M 2.11% 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 220,747 $4.11M 1.54% +6,329 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 210,702 $3.92M <0.01% +6,659 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 176,513 $3.28M 1.93% +7,376 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 175,440 $3.26M <0.01% -1,017 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 166,315 $3.09M 0.01% -1,546 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 151,124 $2.81M 0.05% -1,184 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 135,494 $2.52M 0.01% +22,287 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 135,190 $2.52M 0.41% +20,781 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 116,802 $2.17M <0.01% +8,418 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 112,193 $2.09M 0.02% -9,961 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 108,571 $2.02M 0.67% -1,927 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 87,529 $1.63M <0.01% -1,911 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 86,710 $1.61M <0.01% +17,690 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 82,717 $1.54M 0.48% +6,620 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 82,561 $1.54M 0.9% +13,125 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 77,793 $1.45M 0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 64,970 $1.21M <0.01% -55,942 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 58,240 $1.07M 0.12% +753 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 56,106 $1.04M 0.05% +79 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,386 $993K <0.01% -6,173 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 51,945 $966K 0.04% +7,247 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 51,552 $959K 0.2% -441 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 48,961 $911K <0.01% +2,436 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 48,629 $905K 0.1% +1,599 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 46,148 $858K +1,648 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 45,160 $840K <0.01% -8,820 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 43,173 $803K 0.04% +1,895 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 42,906 $798K 0.01% -2,071 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 42,005 $781K 0.05% +2,305 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 36,582 $680K 0.14% -1,429 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 35,188 $654K <0.01% 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,870 $611K <0.01% -5,456 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 31,269 $582K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 30,097 $560K 0.02% +196 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 24,319 $453K 0.44% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,571 $438K <0.01% +4,726 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 21,226 $395K 0.01% -4,789 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 20,810 $387K 0.08% -212,453 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 20,810 $387K 0.06% -212,453 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19,639 $365K 0.06% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,245 $358K <0.01% +1,472 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 18,523 $345K 0.08% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,949 $315K <0.01% +2,118 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,903 $296K <0.01% +11 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,148 $282K <0.01% -6,874 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,027 $280K 0.01% -5,568 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15,022 $279K 0.01% -50,616 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 13,598 $253K 0.03% 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 11,916 $222K 0.06% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 11,813 $221K 0.09% -630 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,614 $216K <0.01% -1,661 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,582 $215K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,960 $204K 0.01% -520 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,377 $193K 0.02% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,031 $168K 0.09% -790 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 7,874 $147K 0.04% 0 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% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,408 $119K <0.01% -11,935 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,702 $87.5K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,117 $76.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,681 $68.5K 0.01% +29 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,320 $61.8K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,305 $61.5K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,120 $58K 0.02% +7 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,406 $44.8K 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 Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,674 $31.1K -3,990 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,611 $30K <0.01% +37 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,595 $29.7K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,352 $25.1K <0.01% +1,007 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\ 1,035 $19.3K <0.01% +34 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,012 $18.8K <0.01% +14 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,000 $18.6K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 923 $17.2K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 850 $15.8K <0.01% +6 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 846 $15.7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 832 $15.5K <0.01% new 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 FMR LLC in group FMR LLC More: the full row for FMR LLC 641 $11.9K <0.01% +64 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 610 $11.4K <0.01% +8 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 580 $10.8K <0.01% new 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 567 $10.6K <0.01% -112 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 505 $9.39K <0.01% +495 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $8.37K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 433 $8.05K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 430 $8K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 374 $6.95K <0.01% +6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 300 $5.58K <0.01% 0 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 255 $4.74K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 240 $4.46K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 200 $3.72K <0.01% new 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 183 $3.4K <0.01% +51 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 162 $3.03K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 159 $2.96K <0.01% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 137 $2.56K <0.01% +19 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 INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39 $725 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24 $447 <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8 $149 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $9 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.