MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,286,694 $18.8M <0.01% -65,137 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 668,770 $9.76M 0.58% -65,110 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 514,672 $7.51M <0.01% +215,358 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 435,963 $6.37M <0.01% -177,002 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 351,527 $5.13M <0.01% -3,546 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 344,499 $5.03M <0.01% -32,573 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 290,990 $4.25M <0.01% +24,537 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 280,667 $4.1M <0.01% -573 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 271,427 $3.96M 0.03% +107,911 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 217,447 $3.17M <0.01% -10,873 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 216,549 $3.16M <0.01% -4,283 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 191,623 $2.8M 1.72% +11,979 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 152,795 $2.23M <0.01% 0 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 132,289 $1.93M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119,618 $1.75M <0.01% -4,089 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 116,774 $1.7M <0.01% +8,743 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 103,697 $1.51M <0.01% +21,700 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100,237 $1.46M 0.01% +11,917 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 89,094 $1.3M <0.01% -13,876 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 84,429 $1.23M 0.01% +1,678 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 79,506 $1.16M 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 78,400 $1.14M 0.3% -1,100 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 70,365 $1.03M 0.12% +46,100 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,734 $989K <0.01% -53,417 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 65,493 $956K <0.01% +6,835 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 61,478 $898K <0.01% +4,070 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,446 $868K <0.01% +1,852 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 54,061 $789K <0.01% -11,191 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 53,209 $777K <0.01% +6 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,484 $679K <0.01% +4,994 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,719 $492K <0.01% +1,311 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 33,133 $484K 0.52% -1,141 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $455K 0.38% 13F-HR Timeline Amount filed as zero, left out of ratios. Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 29,688 $433K 0.01% -630 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 29,375 $429K 0.03% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 29,345 $428K <0.01% -2,900 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 27,261 $398K 0.33% +1,726 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 26,118 $381K 0.25% -1,240 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,472 $315K 0.01% -1,000 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,305 $267K <0.01% +226 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 15,603 $228K 0.13% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,422 $225K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,620 $213K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,491 $212K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,385 $210K <0.01% new 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,243 $208K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,069 $205K <0.01% +1,849 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 13,108 $191K <0.01% +812 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,510 $183K <0.01% -599 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 12,416 $181K 0.41% -198 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,609 $169K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,479 $153K <0.01% -500 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,000 $146K 0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,980 $146K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,165 $134K <0.01% +94 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 6,950 $101K <0.01% +500 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,242 $76.5K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,719 $68.9K 0.01% +2,914 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,400 $64.2K <0.01% -1,000 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,343 $49K 0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,255 $32.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,900 $27.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,276 $18.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,120 $16.4K <0.01% +22 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,045 $15.3K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,000 $14.6K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 580 $8.47K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 500 $7.3K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $7.3K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $7.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 391 $5.71K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 100 $1.46K <0.01% 0 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) 7 $102 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.