WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,596,293 $36.2M 0.01% +111,319 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,540,541 $34.9M 0.05% -292,476 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 959,327 $21.7M <0.01% +117,107 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/ 773,525 $17.5M <0.01% -3,025 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 599,969 $13.6M <0.01% +264,630 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 319,311 $7.24M 0.29% +11,554 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 280,230 $6.35M 0.01% -5,085 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 266,615 $6.04M <0.01% +88,728 13F-HR/A Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 266,268 $6.03M 0.36% -3,096 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 206,256 $4.67M +20,816 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 205,989 $4.67M <0.01% +25,746 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 197,188 $4.47M 0.08% -6,338 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 184,118 $4.17M <0.01% +39,496 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 169,973 $3.85M <0.01% -56,820 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 141,801 $3.21M 0.02% +78,255 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 133,611 $3.03M <0.01% -4,090 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 127,986 $2.9M <0.01% +2,793 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 117,652 $2.67M 0.08% +2,566 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 100,000 $2.27M 0.53% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 95,605 $2.17M <0.01% +14,552 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 93,502 $2.12M 1.67% +17,307 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 85,541 $1.93M <0.01% -4,975 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 76,269 $1.73M 0.34% -25,709 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72,602 $1.65M 0.01% +1,610 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 70,880 $1.61M 0.09% -54,167 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,203 $1.41M 0.07% +1 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 59,106 $1.34M 0.18% +1,310 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 57,081 $1.29M 0.02% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 56,750 $1.29M 0.1% +12,626 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 55,925 $1.27M +18,441 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,488 $1.19M 0.01% -177 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 51,695 $1.18M 0.01% +4,579 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 51,167 $1.16M 0.02% -15,973 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 50,464 $1.14M 0.04% +3,900 13F-HR Timeline CROBAN More: the full row for CROBAN 50,042 $1.13M 0.53% +10,069 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 48,703 $1.1M 0.07% -11,447 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 46,667 $1.06M 0.11% -1,136 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,966 $1.04M <0.01% -3,540 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 45,010 $1.02M 0.2% +17,914 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 44,017 $997K <0.01% 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 43,851 $994K 0.02% +931 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,080 $976K <0.01% +795 13F-HR Timeline Group JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 41,931 $950K 0.17% +364 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,590 $942K <0.01% -6,072 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 41,500 $941K -2,002 Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 41,000 $929K 0.13% 0 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 41,000 $929K 0.76% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 38,865 $881K 0.02% +1,152 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 38,317 $868K 0.02% -17,609 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 37,160 $842K 0.03% -10,671 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,908 $836K <0.01% +1,028 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,506 $827K 0.01% +5,762 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 34,425 $780K 0.06% -1,100 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 29,865 $677K +1,687 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,286 $664K <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 28,077 $636K 0.06% +515 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,037 $635K <0.01% -2,487 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 26,871 $609K 0.07% -448 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,829 $608K <0.01% +3,985 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 26,157 $593K 0.01% +10,371 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,998 $589K <0.01% +16,267 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,770 $584K <0.01% +22 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 25,084 $568K 0.12% +5,569 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 24,101 $546K 0.13% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,886 $496K <0.01% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 21,511 $487K 0.11% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,801 $471K <0.01% -21,403 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 19,863 $450K 0.04% -894 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 19,799 $449K 0.77% +5,197 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,583 $444K <0.01% +1,653 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 19,383 $439K 0.03% -23,455 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 19,164 $434K 0.06% -41,866 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,120 $432K <0.01% +10,208 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 19,021 $431K 0.04% -1,093 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,972 $430K <0.01% -3,633 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,610 $422K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,875 $405K 0.02% +2,500 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 17,866 $405K 0.22% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,570 $375K <0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,006 $363K 0.01% +2,628 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,005 $363K <0.01% +2,627 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,912 $361K 0.1% +1,794 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,792 $358K 0.02% -3,601 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 15,083 $342K 0.22% +2,651 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,760 $334K 0.04% -440 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,418 $327K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 14,189 $322K 0.25% +8,492 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,015 $318K 0.12% +150 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,608 $308K 0.01% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 13,608 $308K 0.07% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,583 $308K <0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,511 $306K <0.01% +1,590 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,381 $303K 0.03% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,345 $302K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,315 $302K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,975 $294K 0.01% +3,581 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,972 $294K <0.01% +6 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,736 $289K 0.01% -4,121 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,562 $285K <0.01% +653 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,527 $284K <0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 12,257 $278K 0.01% +263 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 12,125 $275K 0.04% +218 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 12,000 $272K 0.09% -1,000 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,820 $268K <0.01% +2,820 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,770 $267K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,765 $267K <0.01% new 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,555 $262K 0.14% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 11,275 $255K 0.12% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,156 $253K 0.04% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,065 $251K 0.02% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,780 $244K 0.07% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10,553 $239K 0.16% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,337 $234K 0.07% +26 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,331 $234K 0.03% +58 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 10,280 $233K 0.07% -741 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,222 $232K 0.02% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 10,151 $230K 0.06% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,000 $227K 0.04% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,641 $218K 0.02% -1,184 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,373 $212K 0.09% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,701 $197K <0.01% +1,520 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,998 $181K 0.01% +2,059 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,514 $170K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7,000 $159K 0.13% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,881 $87.9K <0.01% +22 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,621 $82.1K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,950 $66.8K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,841 $64K <0.01% -1,977 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,070 $46.9K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,051 $46.5K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,928 $43.7K <0.01% -362 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,374 $31.1K <0.01% -92 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,352 $30.6K <0.01% +62 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,346 $30.5K <0.01% -2,700 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,300 $29.5K 0.02% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,205 $27.3K 0.03% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,127 $25.5K <0.01% -25 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 704 $16K 0.01% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $9.43K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 241 $5.46K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241 $5.46K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 95 $2.15K <0.01% new 13F-HR Timeline