WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,261,382 $28.3M 0.01% +173,076 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 738,672 $16.6M <0.01% -20,195 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 584,158 $13.1M 0.03% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 554,028 $12.4M <0.01% +75,361 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/ 514,314 $11.5M <0.01% +5,165 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 376,009 $8.44M 0.59% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 332,851 $7.47M 0.02% +8,411 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 323,558 $7.26M <0.01% -99,791 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 303,446 $6.81M 0.23% +266,753 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 244,947 $5.5M 0.63% +35,655 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 240,936 $5.41M 0.06% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 216,758 $4.86M <0.01% +86,263 13F-HR/A Timeline Group Balefire, LLC More: the full row for Balefire, LLC 210,670 $4.73M 1.62% +9,326 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 198,103 $4.45M <0.01% +9,496 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 168,671 $3.78M <0.01% -38,482 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 161,368 $3.62M 0.45% +1,206 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 156,717 $3.52M 0.01% -32,804 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 149,599 $3.36M <0.01% -61,988 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 145,633 $3.27M 0.87% +2,901 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 128,263 $2.88M 0.4% +29,030 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 126,537 $2.84M 0.1% +33,517 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 115,606 $2.59M 1.22% +49,322 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 113,510 $2.55M 0.7% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 108,920 $2.44M 0.01% +6,671 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 97,754 $2.19M 0.58% +40,449 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 79,678 $1.79M +45,444 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 76,803 $1.72M 0.05% +2,788 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 71,974 $1.62M <0.01% +48,057 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 70,507 $1.58M <0.01% +11,226 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) 64,318 $1.44M 0.04% -14,663 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 63,902 $1.43M 0.02% -10,543 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 62,574 $1.4M 0.63% +3,120 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,792 $1.32M <0.01% -22,006 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 54,909 $1.23M 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 53,139 $1.19M 0.01% +887 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 51,760 $1.16M 0.04% -233 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 47,518 $1.07M 0.02% -150 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 44,859 $1.01M 0.02% -11,078 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,445 $908K <0.01% -1,411 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 39,924 $896K 0.03% +1,164 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 33,749 $757K 0.01% -3,048 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 33,408 $750K 0.02% -282 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 33,143 $744K 0.03% -343 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,987 $718K <0.01% +392 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 31,938 $717K <0.01% +6,896 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,935 $694K <0.01% -4,934 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 30,310 $680K <0.01% +8,952 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 29,541 $663K <0.01% -2,221 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 29,073 $652K 0.15% -70,323 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 28,600 $642K <0.01% +1,600 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 28,585 $641K 0.01% -1,716 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 25,553 $584K <0.01% -48,564 13F-HR/A Timeline Group Invst, LLC More: the full row for Invst, LLC 25,924 $582K 0.08% +6,515 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 25,107 $563K 0.09% +12,941 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 24,837 $553K 0.22% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,217 $543K <0.01% +10,012 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 22,478 $504K 0.01% -6,231 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 21,346 $479K 0.27% -5,037 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 18,891 $424K 0.16% +5,829 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,437 $414K <0.01% -5,525 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,800 $413K 0.01% -500 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,985 $404K <0.01% new 13F-HR/A Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,450 $392K 0.05% -1,800 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,521 $370K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,130 $362K 0.01% +1,640 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,070 $361K <0.01% +17 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,945 $358K <0.01% +287 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,673 $352K <0.01% -623 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,940 $331K 0.03% +75 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 14,594 $327K <0.01% -340 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,390 $323K 0.11% +594 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 14,223 $319K 0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 13,229 $297K <0.01% -4,621 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,521 $281K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,519 $258K 0.01% +9,833 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,231 $252K 0.02% +11,220 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,135 $250K <0.01% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,956 $246K <0.01% +1,511 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,227 $230K <0.01% -1,139 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,943 $201K 0.05% -850 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,826 $198K 0.01% -13,445 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,392 $166K <0.01% -29,955 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 6,453 $145K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,900 $65.1K 0.05% -7,000 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,340 $53K <0.01% +226 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,287 $51.3K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,047 $45.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,174 $26.3K <0.01% +1 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,000 $22.4K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 933 $19.9K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 589 $13.2K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 576 $12.9K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 533 $12K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 450 $10.1K <0.01% -224 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 422 $9.48K <0.01% +2 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 410 $9.2K <0.01% -358 13F-HR Timeline CX Institutional More: the full row for CX Institutional 397 $9K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 375 $8.41K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 375 $8.35K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 370 $8.31K <0.01% -138 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 297 $6.67K <0.01% -886 13F-HR/A Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 268 $6K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 247 $5.54K <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 246 $5.44K <0.01% +45 13F-HR/A Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 212 $4.76K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $4.49K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 177 $3.97K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 150 $3.37K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 150 $3.37K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 145 $3.27K <0.01% 0 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 150 $2.91K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 97 $2.18K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 96 $2.16K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 91 $2.04K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 61 $1.37K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 66 $1.36K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 50 $1.12K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 23 $516 <0.01% new 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 9 $202 <0.01% -107,991 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 5 $112 <0.01% 0 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3 $68 <0.01% new 13F-HR Timeline 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.