MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,430,397 $72.5M <0.01% +145,599 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 787,619 $39.9M 0.01% +4,260 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 639,482 $32.4M 0.93% +76,573 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 483,275 $24.5M <0.01% +74,662 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 468,610 $23.8M 2.07% +93,790 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 391,338 $19.8M 4.17% +3,131 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 278,628 $14.1M <0.01% +3,972 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 266,632 $13.5M <0.01% -121,581 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 265,290 $13.5M <0.01% -8,076 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 211,966 $10.7M 0.05% +4,264 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/ 198,501 $10.1M <0.01% -81,554 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 154,103 $7.82M 0.02% +2,567 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for NWF Advisory Services Inc. 70,005 $3.55M 0.33% -2,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,191 $3.46M <0.01% +10,326 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 67,601 $3.43M <0.01% +7,402 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 67,442 $3.42M 0.19% +2,412 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 64,588 $3.28M 3.02% +270 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,577 $2.21M <0.01% -1,602 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,891 $2.18M 0.02% -2,134 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,824 $2.02M <0.01% +29,882 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,983 $1.98M <0.01% -537 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 35,916 $1.82M <0.01% +25,706 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,704 $1.76M <0.01% +5,513 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 34,522 $1.75M 0.77% +10,611 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,559 $1.65M <0.01% -668 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 30,938 $1.57M 0.02% +1,143 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,525 $1.55M <0.01% +309 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,892 $1.47M 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,181 $1.23M <0.01% -5,635 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,099 $1.17M 0.01% +2,318 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,739 $1.15M <0.01% +1,555 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 22,303 $1.12M 0.55% -8,839 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,994 $1.06M 0.01% -2,963 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,091 $1.02M 0.02% new 13F-HR Timeline Stolper Co More: the full row for Stolper Co 19,378 $983K 0.25% -42,150 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,483 $937K 0.03% +1,048 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for Compound Planning, Inc. 16,863 $855K 0.02% +5,421 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,779 $851K 0.01% +67 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 16,755 $850K 0.23% +16 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,127 $818K <0.01% +3,424 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,493 $786K 0.05% -350 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 15,174 $769K 0.15% +106 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 14,154 $718K 0.04% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 13,791 $699K 0.14% +428 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,000 $659K 0.11% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,932 $656K 0.05% -2,067 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 12,857 $652K 0.01% +366 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $640K 0.4% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,689 $634K 0.04% -1,122 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,443 $631K <0.01% +1 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,412 $579K <0.01% +4,286 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,110 $563K 0.01% -185 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 11,060 $561K 0.48% +190 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 10,093 $512K 0.32% +940 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,022 $508K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,262 $503K 0.03% +101 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,548 $484K 0.01% +148 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,508 $482K 0.12% +152 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 9,417 $478K 0.05% +372 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,335 $473K 0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8,736 $443K 0.2% -368 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,670 $440K 0.01% +7 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,650 $439K 0.05% -2,022 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,573 $435K <0.01% +332 13F-HR/A Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 8,231 $417K 0.28% +159 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,731 $392K 0.05% +43 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 7,314 $371K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,180 $364K <0.01% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,156 $363K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,931 $351K <0.01% new 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,914 $351K 0.05% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,800 $345K 0.16% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,686 $339K 0.13% -57 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,676 $339K <0.01% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,583 $334K 0.15% -411 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,103 $307K 0.06% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,975 $303K 0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,136 $260K <0.01% new 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,004 $254K 0.16% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,004 $254K <0.01% -900 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,004 $254K <0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,000 $254K 0.06% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,926 $250K <0.01% -747 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,775 $242K 0.14% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,385 $222K 0.02% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,100 $208K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,230 $208K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,039 $205K <0.01% +923 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 4,000 $203K 0.15% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,996 $203K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,289 $167K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,183 $161K <0.01% -1,913 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,163 $160K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,952 $150K <0.01% -4,409 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,315 $117K <0.01% +1,531 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,309 $117K <0.01% +161 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,597 $81K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $76.1K <0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,394 $68.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,096 $55.6K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,000 $51K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 871 $44.2K <0.01% +11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $35.5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 600 $30.4K 0.02% new 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 500 $25.4K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $25.4K <0.01% -615 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $22.6K <0.01% 0 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 420 $21.5K 0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 389 $19.8K <0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 355 $18K <0.01% -355 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $15.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 309 $15.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $15.6K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 300 $15.2K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 303 $15K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 262 $13.3K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 232 $11.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 200 $10.1K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 199 $10.1K <0.01% +3 13F-HR Timeline Group Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 196 $9.94K 0.01% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 150 $7.61K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $7.61K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $4.87K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $2.13K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $1.01K <0.01% -363 13F-HR Timeline