AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,914,443 $387M 2.09% +431,745 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,540,667 $320M 0.02% +388,026 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/ 4,500,053 $220M 0.02% +370,720 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,686,913 $180M 0.05% +642,471 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,861,669 $140M 0.03% +430,623 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,141,905 $105M 0.03% +883,735 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,891,497 $92.4M 5.03% +389,448 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,400,840 $68.4M 0.32% +11,502 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,320,952 $64.5M 1.5% +600,511 13F-HR Timeline TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 686,991 $33.6M 5.35% 0 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 684,326 $33.4M 0.01% +66,029 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 679,451 $33.2M 0.09% +70,622 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 643,344 $31.4M 3.47% -65,217 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 585,593 $28.6M 4.85% +107,943 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 580,556 $28.4M 0.07% +11,580 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 542,221 $26.6M 5.63% -35,812 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 456,113 $22.3M 0.03% +1,250 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 450,751 $22M 3.56% +38,574 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 446,268 $21.8M 1.22% +12,133 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 380,989 $18.6M 0.34% +42,278 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 380,404 $18.6M 2.3% +79,289 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 362,396 $17.8M 2.21% +31,269 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 360,565 $17.6M +200,185 Timeline Accel Wealth Management More: the full row for Accel Wealth Management 344,628 $16.8M 4.39% +50,145 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 343,222 $16.8M 7.29% +10,184 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 292,366 $14.3M 2% -19,273 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 286,317 $14M 0.01% -43,618 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 279,601 $13.7M 0.43% +702 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 270,964 $13.2M 1.04% +2,848 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 269,053 $13.1M 0.54% -80,515 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 265,576 $13M 4.57% +276 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 237,042 $11.6M 0.02% +125,689 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 235,083 $11.5M 0.85% +8,621 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 231,872 $11.3M 4.65% +39,419 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 215,519 $10.5M 6.7% +11,293 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 210,184 $10.3M 0.73% -4,084 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 190,952 $9.33M 0.07% +7,392 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 180,845 $8.84M 0.09% -73,633 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 160,304 $7.83M 0.59% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 153,833 $7.52M 1.25% +42,837 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 144,542 $7.06M 0.01% +18,875 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 143,489 $7.01M 1.24% +54,675 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 139,775 $6.83M 1.71% -6,291 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 135,239 $6.61M 2.23% -107,978 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 122,199 $5.98M 0.01% -26,126 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 115,624 $5.65M 0.06% +79,417 13F-HR Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 114,948 $5.62M 4.59% -2,256 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,569 $5.4M 0.01% -5,753 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 109,018 $5.33M 0.58% -4,679 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,939 $5.18M <0.01% -30,810 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 103,241 $5.04M 1.51% +5,306 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 99,060 $4.84M <0.01% -1,061 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 96,674 $4.72M 2.52% +34,370 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 96,639 $4.72M <0.01% -2,371 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 92,914 $4.54M 2.92% -161,135 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 90,580 $4.43M 1.6% -8,136 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 88,950 $4.35M 0.07% +5,746 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 88,303 $4.33M 0.17% -4,405 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 88,639 $4.33M 4.46% -3,899 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 86,279 $4.22M <0.01% -41,023 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 81,435 $3.98M 0.01% -11,161 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80,083 $3.91M 1.3% +2,853 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 79,974 $3.91M <0.01% -1,085 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 77,121 $3.77M 0.39% -16,279 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 74,098 $3.68M 0.02% +13,751 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 74,887 $3.66M 0.03% +57,724 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 74,027 $3.62M 0.07% +6,334 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 72,300 $3.53M 0.36% +19,724 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 70,391 $3.44M 0.87% -29,255 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 67,315 $3.29M 0.04% +5,359 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 66,957 $3.27M 2.14% +860 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 66,117 $3.23M 0.85% +1,291 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 65,416 $3.2M 0.15% +1,642 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 64,776 $3.16M 0.36% +4,065 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 64,140 $3.13M 0.34% +684 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 63,364 $3.1M 1.62% -97,438 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 57,761 $2.82M 0.34% +16,478 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 57,596 $2.81M 0.42% -181,112 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 55,103 $2.69M 0.56% +12,315 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 55,000 $2.69M 1.97% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 54,405 $2.66M 0.04% +2,065 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 53,793 $2.64M 0.2% +4,702 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for Spectrum Advisors, Inc. 53,144 $2.6M 2.05% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,670 $2.57M 0.01% +506 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 51,718 $2.53M 1.09% +35,053 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 51,424 $2.51M 2.07% +2,001 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,287 $2.41M 0.02% +38,636 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 48,952 $2.39M 2.46% +155 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,791 $2.38M <0.01% +4,976 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 48,301 $2.36M 0.01% -9,157 13F-HR Timeline CLG LLC More: the full row for CLG LLC 47,846 $2.34M 0.58% -10,142 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,652 $2.33M 0.03% +1,043 13F-HR Timeline Trust Co More: the full row for Trust Co 47,514 $2.32M 0.22% +181 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,979 $2.25M 0.08% +7,078 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 45,600 $2.23M 0.08% +5,136 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for DAGCO, INC. 28,545 $1.39M 0.3% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 26,652 $1.3M 0.05% new 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 26,223 $1.28M 0.3% +17,781 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 25,542 $1.25M 0.86% +2,510 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,728 $1.16M <0.01% +15,860 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 23,346 $1.14M 0.03% +21,254 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 23,117 $1.13M 0.1% -1,095 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,870 $1.12M 0.01% +2,973 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 21,765 $1.06M 0.29% +165 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,305 $1.04M 0.02% +5,672 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,191 $987K 0.09% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,156 $985K 0.01% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 18,584 $908K 0.15% +765 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Koshinski Asset Management, Inc. 15,517 $758K 0.05% -496 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,078 $737K 0.03% +178 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 15,054 $736K 0.16% +4,249 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15,055 $736K 0.08% -1,126 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,740 $720K 0.01% +9,040 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 14,619 $714K 0.1% -15,940 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,264 $697K 0.02% -51 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 13,556 $662K 0.07% +6,907 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,632 $617K 0.14% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,473 $609K 0.02% -402 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,455 $609K 0.02% -110 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 12,320 $602K 0.08% 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,212 $599K +249 Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 11,846 $579K 0.51% +3,841 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,818 $577K 0.17% -612 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 11,722 $573K 0.15% -4,769 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 10,704 $523K 0.16% -148,290 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,561 $516K <0.01% -413 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 10,504 $513K 0.22% +81 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,130 $495K 0.02% -9,161 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,130 $495K 0.06% -9,161 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,002 $489K <0.01% -5,673 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,961 $487K 0.34% +76 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,921 $485K 0.02% +3,791 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 9,844 $483K 0.09% -28 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 9,707 $474K 0.08% -987 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,624 $470K 0.06% -512 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,592 $469K 0.17% +108 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,426 $461K <0.01% +4,331 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,048 $442K 0.01% -1,453 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,783 $430K 0.01% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,598 $420K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,569 $419K <0.01% new 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 8,238 $403K 0.08% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. 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