MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,680,829 $389M 0.02% +3,814,632 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 547,708 $37.5M 0.02% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 469,953 $32.2M 7.91% +15,293 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 408,910 $28M 0.05% +36,992 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 375,706 $25.7M 10.14% +20,011 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 354,661 $24.3M 0.14% +1,113 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/ 340,318 $23.3M <0.01% +16,489 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 275,549 $18.9M <0.01% +27,096 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 267,551 $18.1M 9.01% +12,682 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 247,229 $16.9M 5.46% +27,509 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 237,371 $16.3M 0.02% -7,990 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 215,049 $14.7M 0.07% +8,019 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 133,185 $9.15M <0.01% +112,098 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 128,126 $8.78M 2.23% +4,165 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 112,873 $7.74M 5.59% +11,414 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 99,892 $6.85M 0.01% +6,091 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 87,061 $5.97M 2.6% +18,250 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 83,314 $5.71M <0.01% +491 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 80,901 $5.54M 3.14% +2,795 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 65,002 $4.45M 0.19% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 63,734 $4.37M <0.01% -32,017 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61,777 $4.23M <0.01% +58,502 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 56,746 $3.89M <0.01% -7,601 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 43,754 $3M 1.87% +40,412 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 31,150 $2.13M 0.37% -280 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,395 $1.88M 0.02% +3,354 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,132 $1.72M <0.01% +4,732 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 22,440 $1.54M 0.17% +189 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 22,184 $1.5M 0.21% -452 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,773 $1.49M 0.02% -687 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 16,717 $1.15M 0.1% -282 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,860 $1.02M 0.11% +4,994 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 14,451 $990K 0.45% +3,205 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,776 $944K <0.01% +8,903 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,161 $833K +78 Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 11,963 $820K 0.54% -281 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,574 $793K <0.01% +2,068 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,172 $694K 0.05% +3,609 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,730 $661K 0.01% -8,082 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,577 $656K <0.01% +858 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,860 $607K <0.01% +67 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,484 $581K 0.01% +345 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,270 $567K 0.04% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 8,085 $554K 0.39% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,996 $548K 0.01% +3,011 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7,876 $540K 0.14% -5 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,737 $530K <0.01% -917 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,300 $500K 0.08% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,171 $485K 0.03% +467 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 6,899 $473K 0.4% +2,133 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 6,496 $445K 0.13% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,358 $436K <0.01% +3,090 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,784 $396K 0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,781 $396K <0.01% +952 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,702 $391K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,738 $390K <0.01% -9,637 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 5,506 $377K 0.02% -1,491 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,426 $371K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,119 $351K <0.01% +7 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,805 $329K <0.01% -76 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,385 $301K <0.01% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,348 $298K 0.01% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,166 $285K 0.14% -1,659 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 4,076 $280K 0.02% +1,865 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,017 $276K <0.01% +213 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,909 $268K <0.01% +113 13F-HR/A Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,707 $254K 0.05% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,643 $250K 0.1% +251 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,626 $249K 0.14% +468 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,621 $248K <0.01% +294 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,586 $246K 0.09% -59 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,552 $243K <0.01% new 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,545 $243K 0.01% -229 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,528 $242K 0.01% +30 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,500 $240K 0.01% -28 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 3,425 $235K 0.07% -2,290 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,440 $234K 0.01% -1 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,259 $223K 0.11% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 3,233 $222K 0.12% -6,309 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,201 $219K 0.01% new 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 3,078 $211K 0.05% -2,352 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,683 $184K 0.06% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,521 $173K <0.01% -12,687 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,806 $124K <0.01% -203 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,671 $115K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,127 $77.2K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,132 $77K 0.03% +32 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 939 $64.1K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 787 $53.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 773 $53K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 423 $29K <0.01% -1 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 420 $28.8K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 420 $28.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 286 $19.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 270 $18.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 200 $13.7K <0.01% new 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 200 $13.7K 0.02% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 182 $12.5K <0.01% new 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 172 $11.8K <0.01% +48 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 166 $11.3K <0.01% +6 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $10.3K <0.01% new 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 137 $9.39K <0.01% +60 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/ 135 $9.25K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 122 $8.37K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 120 $8.25K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 91 $6.26K <0.01% -181 13F-HR Timeline Group 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 64 $4.39K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $4.25K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60 $4.11K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49 $3.36K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43 $2.95K <0.01% -6 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 23 $1.56K <0.01% +1 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12 $822 <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 7 $480 <0.01% 0 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 2 $137 <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $48 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.