WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,802,842 $41.3M 0.01% +206,549 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,664,379 $38.1M 0.05% +123,838 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 985,273 $22.6M <0.01% +25,946 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/ 763,347 $17.5M <0.01% -10,178 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 450,693 $10.3M <0.01% -149,276 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 427,956 $9.8M 3.02% +415,956 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 316,390 $7.25M 0.26% -2,921 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 289,216 $6.62M <0.01% +22,601 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 267,021 $6.11M 0.33% +753 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 258,202 $5.91M 0.01% -22,028 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 236,317 $5.41M <0.01% +30,328 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 226,100 $5.18M <0.01% +200,330 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 206,737 $4.73M +481 Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 194,902 $4.46M 0.92% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 191,833 $4.39M 0.07% -5,355 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 162,009 $3.71M <0.01% +34,023 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 136,132 $3.12M <0.01% +40,527 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 130,349 $2.98M 0.02% -11,452 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 127,132 $2.91M <0.01% -6,479 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 124,317 $2.85M 1.99% +30,815 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 120,135 $2.75M <0.01% -63,983 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 116,190 $2.66M 0.08% -1,462 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 110,316 $2.53M <0.01% -59,657 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 100,000 $2.29M 0.49% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 96,066 $2.2M <0.01% +10,525 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 73,520 $1.68M <0.01% +61,700 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72,357 $1.66M 0.01% -245 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 72,904 $1.65M +31,404 Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 71,478 $1.64M 0.3% -4,791 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 70,393 $1.61M 0.09% -487 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 65,662 $1.5M 0.05% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,205 $1.42M 0.07% +2 13F-HR Timeline CROBAN More: the full row for CROBAN 61,276 $1.4M 0.62% +11,234 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 59,951 $1.37M 0.09% +3,201 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,799 $1.35M <0.01% +15,719 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 58,714 $1.34M 0.04% +8,250 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 57,081 $1.31M 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 56,039 $1.28M 0.01% +4,344 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 56,016 $1.28M +91 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,597 $1.25M <0.01% +13,007 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 53,200 $1.22M 0.15% -5,906 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,992 $1.17M +21,127 Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 49,361 $1.13M 0.02% +5,510 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,306 $1.11M 0.01% -2,861 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,354 $1.08M 0.01% -5,134 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 46,667 $1.07M 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 45,010 $1.03M 0.17% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 41,000 $939K 0.12% 0 13F-HR/A Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 41,000 $939K 0.64% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 40,918 $937K 0.02% +2,601 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 40,658 $931K 0.07% +30,436 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 39,549 $906K 0.15% -2,382 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 35,927 $823K 0.01% -579 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 35,339 $809K <0.01% -1,569 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 35,075 $803K 0.05% +650 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 32,010 $733K 0.07% +5,139 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 30,403 $696K <0.01% +4,405 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30,239 $692K 0.22% +16,224 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,286 $671K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 28,643 $656K 0.05% +566 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,532 $653K <0.01% +495 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,829 $614K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,800 $568K <0.01% +5,828 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 24,119 $552K 0.11% +18 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 22,671 $518K 0.05% +3,650 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 22,576 $517K 0.23% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 22,324 $511K 0.03% -26,379 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,316 $511K <0.01% -23,650 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 22,007 $504K <0.01% +121 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 21,511 $493K 0.1% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,220 $486K <0.01% +1,637 13F-HR/A Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 19,863 $455K 0.04% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,858 $453K <0.01% -943 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 19,766 $453K 0.24% +1,900 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,680 $451K 0.01% +7,118 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 19,599 $449K 0.64% -200 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 19,310 $442K 0.05% +146 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,102 $437K <0.01% +6,575 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,610 $426K 0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 18,557 $425K <0.01% -25,460 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 18,138 $415K 0.02% -1,245 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,875 $386K 0.01% -1,000 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,645 $381K <0.01% +75 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,585 $380K 0.01% +579 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,585 $380K <0.01% +580 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,435 $376K <0.01% -9,722 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,967 $364K 0.09% +55 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,938 $361K 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,522 $355K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,318 $351K 0.01% +900 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 15,047 $345K 0.09% +4,267 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,760 $338K 0.03% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 13,878 $318K 0.06% -11,206 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,770 $315K <0.01% -5,350 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,582 $311K <0.01% +71 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) 13,404 $307K 0.01% new 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,404 $307K 0.02% +23 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,315 $304K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,126 $301K 0.01% -482 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 13,126 $301K 0.06% -482 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,982 $297K <0.01% +10 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 12,922 $296K 0.2% -1,267 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,596 $288K 0.01% -749 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 12,516 $285K 0.12% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,770 $270K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,601 $265K <0.01% new 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,335 $260K 0.13% -220 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,156 $255K 0.04% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 11,150 $255K 0.11% -125 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,065 $253K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,994 $252K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,789 $247K 0.01% -5,003 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,535 $241K 0.01% +2,537 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,377 $238K 0.06% +40 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,331 $237K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10,023 $230K 0.14% -530 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,000 $229K <0.01% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,000 $229K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,779 $224K <0.01% new 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 9,547 $219K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,393 $215K 0.01% -27,767 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,373 $215K 0.08% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,846 $203K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,824 $202K 0.01% -3,433 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,174 $164K <0.01% -340 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7,000 $160K 0.11% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,349 $145K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,178 $141K <0.01% +3,337 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,292 $98.3K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,292 $98.3K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,915 $89.7K <0.01% +34 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,878 $88.8K <0.01% +2,504 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,621 $82.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,450 $79K <0.01% -5,251 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,000 $68.7K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,950 $67.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,178 $49.9K <0.01% +250 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,406 $32.2K <0.01% +54 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,340 $30.7K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,320 $30.2K <0.01% -750 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,300 $29.8K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,258 $28.8K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,105 $25.3K 0.02% -100 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,040 $23.8K <0.01% -87 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 880 $20.2K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $9.53K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 241 $5.52K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241 $5.52K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $2.15K <0.01% -1 13F-HR Timeline