AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,898,675 $290M 2.44% +964,373 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,047,630 $248M 0.02% +146,179 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/ 3,623,297 $178M 0.02% +121,912 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,756,548 $136M 0.07% +2,654,439 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,484,516 $122M 0.05% +253,856 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,549,504 $76.2M 0.46% -1,394,514 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,526,785 $75M 0.02% -151,125 13F-HR Timeline Group TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 1,299,203 $63.9M 5.49% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,137,015 $55.9M 0.82% +599,396 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,017,082 $50M 0.02% +54,100 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 820,442 $40.3M 0.06% -50,458 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 756,609 $37.2M 0.07% +42,164 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 751,579 $36.9M 6.56% +109,629 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 678,998 $32.9M 11.46% +5,300 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 639,720 $31.4M 0.01% +56,577 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 611,056 $30M 0.12% +40,552 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 514,863 $25.3M 4.58% +138,046 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 451,037 $22.2M 0.07% +18,178 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 425,708 $20.9M 1.37% -4,846 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 386,376 $19M 0.63% +5,443 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 351,358 $17.3M 3.23% 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 334,775 $16.5M 13.01% +34,422 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 328,062 $16.1M 0.04% -46,881 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 320,786 $15.8M 0.19% -26,427 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 277,514 $13.6M 2.48% -13,017 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 269,159 $13.2M 6.81% +96,680 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 265,639 $13.1M 10.3% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 250,587 $12.3M 1.91% -43,638 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 225,890 $11.1M 2.01% -71,267 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 221,771 $10.9M 3.94% +555 13F-HR Timeline Burford Brothers, Inc. 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More: the full row for Cape Investment Advisory, Inc. 60,176 $2.96M 1.18% -31 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 58,183 $2.86M 0.08% +6,011 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 57,282 $2.82M 1.1% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 53,628 $2.64M 0.01% +19,452 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 53,476 $2.63M 0.72% new 13F-HR Timeline Bedel Financial Consulting, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 38,817 $1.91M 0.06% +32,241 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 38,411 $1.89M 0.09% +698 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,998 $1.87M <0.01% +8,003 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 37,024 $1.82M 0.06% +394 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 36,873 $1.81M 0.02% -2,929 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 36,873 $1.81M 0.02% -2,929 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,317 $1.78M 0.04% +21,487 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 34,110 $1.68M 1.38% -12,442 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 33,568 $1.65M 0.17% +5,044 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) 33,278 $1.64M 0.05% +13,342 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 33,054 $1.62M 1.84% +319 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,051 $1.62M <0.01% -2,742 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 31,941 $1.57M 0.05% +512 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 31,329 $1.54M 0.11% -2,087 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 30,726 $1.51M 0.14% -824 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 28,525 $1.4M 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26,174 $1.29M 0.02% -9,450 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 24,667 $1.21M 0.03% -6,299 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,771 $1.17M 0.27% new 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 21,788 $1.07M <0.01% -3,743 13F-HR/A Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 21,754 $1.07M 1.41% +3,591 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,705 $1.07M 0.01% +13,190 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 21,050 $1.03M 0.29% -3,164 13F-HR Timeline CLG LLC More: the full row for CLG LLC 20,710 $1.02M 0.35% +4,775 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 20,114 $989K 0.13% +2,342 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,148 $646K <0.01% -135 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,991 $635K 0.04% +1,110 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,680 $623K <0.01% +40 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 12,256 $602K 0.23% +2,456 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,361 $558K 0.14% +251 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,239 $552K 0.1% +112 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,017 $541K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,017 $541K 0.11% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10,852 $533K 0.08% +8,398 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,241 $501K 0.14% +38 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 10,007 $492K 0.24% -1,558 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 9,731 $478K 0.03% +489 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,491 $466K 0.45% +73 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,235 $454K 0.03% -1,225 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,459 $367K 0.2% +748 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,840 $336K 0.09% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,773 $333K 0.01% +1,000 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,713 $330K 0.01% -318 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,680 $328K 0.03% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,325 $311K 0.07% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,321 $311K 0.11% +402 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,209 $305K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,190 $304K 0.01% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,951 $293K 0.21% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,950 $292K 0.07% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,878 $289K <0.01% 0 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,652 $278K 0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,453 $268K 0.04% -260 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,319 $261K <0.01% -43 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,000 $244K 0.18% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,928 $242K 0.02% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,772 $235K <0.01% -389 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,751 $234K 0.22% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,742 $233K 0.01% -1,110 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,682 $230K 0.07% +36 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,631 $228K 0.06% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,591 $226K 0.02% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,587 $225K 0.19% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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