Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,730,752 $66.9M 0.01% +1,263,207 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,668,258 $29.9M 0.01% +30,640 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 852,078 $15.3M <0.01% -139,343 13F-HR Timeline 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 737,535 $13.2M <0.01% -658,469 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 681,337 $12.2M 0.27% +12,756 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 413,259 $7.41M <0.01% +9,687 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 314,354 $5.64M 0.73% -16,718 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 301,674 $5.41M 0.01% +11,302 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 297,401 $5.34M 4.14% +23,458 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 293,475 $5.26M <0.01% -48,905 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/ 271,355 $4.87M <0.01% +3,577 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 239,624 $4.3M <0.01% +174,654 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 236,754 $4.25M 1.58% +16,007 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 208,514 $3.74M 0.66% -88,436 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 193,697 $3.47M 1.64% -34,548 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 170,220 $3.05M <0.01% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 169,831 $3.05M 0.01% +3,516 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 166,205 $2.98M 1.51% -10,308 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 110,756 $1.99M <0.01% -6,046 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 107,814 $1.93M +61,666 Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 103,013 $1.85M 0.61% -5,558 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 88,977 $1.6M 0.35% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 77,071 $1.38M 0.01% -722 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 58,780 $1.05M 0.12% +540 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 57,284 $1.03M 0.05% +1,178 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 56,591 $1.02M 0.05% +4,646 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 48,868 $876K <0.01% -93 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 48,531 $871K 0.09% -98 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 45,055 $808K <0.01% -105 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 44,714 $802K 0.05% +1,541 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 43,846 $787K 0.05% +1,841 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 42,561 $764K 0.01% -345 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 40,396 $725K 0.14% -11,156 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 36,575 $656K 0.13% -7 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 36,437 $654K 0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 36,189 $649K <0.01% -50,521 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 35,972 $645K <0.01% +784 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,075 $611K <0.01% -19,311 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,137 $559K <0.01% -1,733 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 29,835 $535K 0.02% -262 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,637 $478K 0.01% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 24,886 $450K +13,073 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,990 $444K <0.01% +1,419 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22,486 $403K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,879 $393K <0.01% -188,823 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,000 $359K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19,639 $352K 0.06% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 19,542 $348K 0.39% -4,777 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,777 $337K <0.01% -468 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 18,523 $332K 0.07% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 17,125 $307K 0.01% +6,165 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,399 $276K <0.01% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 15,277 $274K 0.03% +1,679 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,210 $273K <0.01% +62 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,633 $263K 0.01% -394 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) 14,284 $256K 0.01% -738 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,905 $214K 0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,777 $211K 0.01% +195 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,624 $209K <0.01% +10 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,244 $202K <0.01% -124,250 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,467 $188K <0.01% -164,973 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,451 $187K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,185 $183K <0.01% -11,041 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,011 $162K 0.08% -20 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,800 $140K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,860 $86.5K <0.01% -1,548 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,117 $73.9K <0.01% 0 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,305 $59.3K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,250 $58.3K <0.01% -70 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,124 $56.1K 0.02% +4 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,406 $43.2K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,185 $39.2K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,674 $30K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,653 $29.7K 0.01% -2,028 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,611 $28.9K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,597 $28.7K <0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,424 $25.5K <0.01% +1,241 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,358 $24.4K <0.01% +6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,107 $19.9K <0.01% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,022 $18.3K <0.01% +10 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 $17.9K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 923 $16.6K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 848 $15.3K <0.01% -2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 846 $15.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 722 $13K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 712 $12.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 677 $12.1K <0.01% -73 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 656 $11.8K <0.01% +15 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 619 $11.1K <0.01% +9 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 580 $10.4K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $8.07K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 433 $7.77K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 430 $7.71K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 415 $7.45K <0.01% -152 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 379 $6.8K <0.01% +5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 300 $5.38K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 255 $4.58K <0.01% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 255 $4.58K <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 $3.59K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 162 $2.92K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 159 $2.85K <0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 156 $2.8K <0.01% +19 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 123 $2.21K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 98 $1.76K <0.01% -142 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 90 $1.61K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39 $704 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 31 $556 <0.01% -7,843 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24 $427 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $8 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.