AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,870,794 $433M 2.02% +956,351 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,693,399 $327M 0.02% +152,732 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/ 4,872,823 $238M 0.02% +372,770 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,012,624 $196M 0.04% +325,711 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,934,337 $143M 0.02% +72,668 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,173,203 $106M 0.03% +31,298 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,028,176 $99.1M 5.4% +136,679 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,352,974 $66.1M 1.35% +32,022 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,317,087 $64.4M 1.24% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,163,049 $56.8M 0.26% -237,791 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 694,400 $33.9M 0.01% +10,074 13F-HR Timeline Group TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 686,991 $33.6M 4.85% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 669,210 $32.7M 3.07% +25,866 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 655,300 $32M 4.88% +69,707 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 596,197 $29.1M 0.07% +15,641 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 584,979 $28.6M 0.03% +128,866 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 545,365 $26.8M 5.02% +3,144 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 449,357 $22M 1.1% +3,089 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 432,861 $21.2M 0.33% +51,872 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 379,297 $18.5M 1.94% -1,107 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 371,700 $18.2M 2.17% +9,304 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 352,633 $17.2M 7.28% +9,411 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 343,952 $16.8M 3.78% -676 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 308,676 $15.1M 0.15% +193,052 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 305,170 $14.9M 1.11% +34,206 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 302,199 $14.8M 0.02% +65,157 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 301,590 $14.7M 1.79% +9,224 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 295,642 $14.4M 0.41% +16,041 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 293,830 $14.4M 0.01% +187,891 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 278,720 $13.6M 3.83% +13,144 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 269,234 $13.2M 0.48% +181 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 260,393 $12.7M -100,172 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 241,835 $11.8M 0.07% +50,883 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 233,710 $11.4M 3.61% -217,041 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 227,972 $11.1M 6.21% +12,453 13F-HR Timeline Burford Brothers, Inc. 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More: the full row for Cape Investment Advisory, Inc. 83,657 $4.09M 1.09% +3,574 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 79,599 $3.89M <0.01% -19,461 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 76,830 $3.8M 0.02% +2,732 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 76,636 $3.74M 0.02% +23,966 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,451 $3.74M 0.01% -4,984 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 74,386 $3.63M 0.02% -501 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 74,010 $3.62M 0.07% +47,358 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 72,445 $3.54M 1.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 72,009 $3.52M 0.32% +24,495 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 70,663 $3.45M 0.31% -6,458 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 69,056 $3.37M 0.03% +1,741 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 67,641 $3.31M 0.91% -2,750 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 66,278 $3.24M 1.8% -679 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 66,184 $3.23M <0.01% -13,790 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 66,150 $3.23M 0.15% +734 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 64,464 $3.15M 0.3% +324 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 63,974 $3.13M 0.59% +8,871 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 61,165 $2.99M 0.05% +15,186 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,702 $2.97M 0.01% +12,401 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 59,184 $2.89M 2.01% +7,760 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 57,738 $2.82M 0.02% +8,451 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 56,186 $2.75M 1.06% +4,468 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 55,881 $2.73M 0.32% -1,880 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 55,509 $2.72M 0.66% +11,860 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 54,278 $2.66M 0.08% +629 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 54,063 $2.64M 0.04% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 53,628 $2.62M 0.36% -3,968 13F-HR Timeline CLG LLC More: the full row for CLG LLC 53,253 $2.6M 0.57% +5,407 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 52,357 $2.56M <0.01% +9,406 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 52,215 $2.55M 0.59% -13,902 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 50,377 $2.46M 0.6% +24,154 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 48,989 $2.39M 2.23% +37 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 48,322 $2.36M 0.03% -6,083 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 45,275 $2.21M 0.14% +4,377 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 45,160 $2.21M 1.14% +5,117 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 42,550 $2.08M 1.29% +1,957 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 41,255 $2.02M 0.93% +678 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40,592 $1.98M 0.03% +7,064 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 40,534 $1.98M 0.06% -5,066 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 40,273 $1.97M <0.01% -3,170 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,242 $1.97M 0.02% -7,410 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,844 $1.75M 0.01% +4,918 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,974 $1.71M <0.01% -75,595 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 34,251 $1.67M 0.17% +20,695 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,010 $1.61M 0.01% +10,140 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 32,626 $1.59M 0.05% -3,017 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 33,575 $1.53M 0.48% +235 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,287 $1.49M <0.01% -851 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,382 $1.48M 0.03% +7,036 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 29,564 $1.44M 0.24% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 29,311 $1.43M 0.26% +766 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,487 $1.39M <0.01% -20,304 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,310 $1.29M 0.02% -3,343 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 25,440 $1.24M 0.05% -11,649 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,971 $1.22M 0.01% +7,666 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,910 $1.22M <0.01% -4,303 13F-HR/A Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 24,750 $1.21M 1.24% +9,105 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 23,315 $1.14M 0.14% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,253 $1.14M <0.01% -475 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,310 $1.09M +10,098 Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 21,729 $1.06M 0.25% -36 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 21,664 $1.06M 0.69% +3,405 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,459 $1000K 0.01% +303 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,578 $957K 0.06% +13,103 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,562 $956K 0.08% -629 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,115 $934K 0.03% +11,914 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 18,922 $925K 0.21% +7,200 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 18,454 $902K <0.01% +18,198 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,026 $881K 0.01% -402 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,778 $820K 0.02% +4,323 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15,851 $775K 0.6% +4,005 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,623 $763K 0.04% +106 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 14,445 $706K 0.1% -174 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 13,736 $671K 0.39% -27,427 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,690 $669K 0.07% -1,365 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,601 $665K 0.03% -2,923 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,531 $661K <0.01% -1,209 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,334 $652K 0.02% -930 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,961 $633K 0.12% -2,093 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 12,320 $603K 0.08% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,319 $602K 0.13% -313 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,187 $596K <0.01% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,026 $588K 0.02% -3,052 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 11,840 $579K 0.13% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,818 $577K 0.15% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,660 $570K 0.05% -11,457 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,174 $497K 0.04% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10,077 $492K 0.26% +116 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,912 $484K 0.01% +2,315 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 9,746 $476K 0.07% +39 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 9,692 $475K 0.08% -152 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,498 $464K <0.01% +9,464 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,360 $457K 0.05% -264 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 9,114 $445K 0.17% -1,390 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,077 $444K 0.01% +294 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,049 $442K 0.14% -543 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,015 $441K <0.01% -1,546 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,642 $422K 0.01% -1,488 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,642 $422K 0.05% -1,488 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 8,549 $418K 0.12% -2,155 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,338 $407K <0.01% -1,664 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,318 $406K 0.02% +496 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,289 $405K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,157 $399K <0.01% +1,413 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,055 $394K 0.04% +61 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,538 $368K <0.01% 0 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. 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