MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,326,278 $48.5M <0.01% -9,522 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 996,314 $36.4M 0.01% 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 516,229 $18.9M <0.01% +23,244 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 471,949 $17.3M <0.01% +5,334 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 382,122 $14M 1.12% +178,460 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 295,349 $10.8M <0.01% +8,232 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 259,423 $9.48M 0.28% +135,891 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 251,243 $9.19M 0.33% +480 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 247,071 $9.03M <0.01% -13,117 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/ 182,243 $6.66M <0.01% -10,767 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 165,577 $6.05M 0.05% +3,154 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 151,664 $5.54M 0.1% +10,446 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,847 $5.19M 0.01% +6,358 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 136,863 $5M <0.01% +1,747 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 113,959 $4.17M 0.01% +9,657 13F-HR/A Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 70,713 $2.59M <0.01% +98 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,152 $2.46M 0.01% +2,202 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 57,954 $2.12M 0.17% -297 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,689 $1.93M <0.01% -991 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 43,131 $1.58M 0.07% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 42,547 $1.56M <0.01% +2,918 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,925 $1.42M <0.01% -1,287 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,544 $1.41M <0.01% +7,486 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,593 $1.37M 0.02% -2,119 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,334 $1.18M <0.01% -294 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 28,696 $1.05M 0.02% +14,396 13F-HR/A Timeline David J Yvars Group More: the full row for David J Yvars Group 27,465 $1M 0.61% +4,233 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,840 $908K 0.02% -199 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,249 $887K <0.01% -1 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,161 $883K 0.03% -12,150 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 23,516 $860K <0.01% +11,969 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,715 $759K 0.05% +1,271 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 18,000 $658K 0.24% 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 17,717 $648K 0.25% -29,106 13F-HR Timeline Stolper Co More: the full row for Stolper Co 17,390 $636K 0.21% -173 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 17,098 $625K 0.22% -158 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,033 $623K 0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,185 $592K 0.01% +150 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,773 $577K 0.05% +2,550 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,830 $543K 0.05% -536,581 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,012 $512K 0.02% +1,324 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $512K 0.37% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 13,972 $511K 0.09% -106,028 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,902 $508K 0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,464 $492K 0.03% +248 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,307 $487K 0.01% -669 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,190 $482K 0.02% -1,615 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,535 $459K 0.04% -10,593 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,446 $455K <0.01% +6,895 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,728 $443K <0.01% -5,409 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,988 $438K 0.01% -100 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,865 $402K 0.01% +1,200 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 10,116 $370K <0.01% +3,683 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,020 $366K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,641 $358K <0.01% +2,112 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,574 $350K 0.05% -1,379 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,381 $343K 0.02% +122 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 9,355 $342K 0.14% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,957 $327K 0.24% -14 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,511 $311K 0.05% -135 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,501 $311K 0.01% +381 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,357 $306K <0.01% +15 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,240 $301K 0.11% +166 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,986 $296K 0.01% -663 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 7,919 $290K 0.04% +144 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,679 $281K <0.01% -44 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,675 $281K <0.01% -5,710 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,500 $274K 0.2% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,488 $274K 0.05% +11 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,370 $269K <0.01% -1,543 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,856 $251K 0.15% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,741 $246K 0.01% -478 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,734 $246K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,663 $244K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,266 $229K 0.06% +127 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,077 $222K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,975 $218K 0.01% 0 13F-HR/A Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,885 $215K 0.17% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,547 $203K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,491 $128K 0.01% -138 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,476 $127K <0.01% -115 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,826 $103K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,512 $91.8K <0.01% -10,297 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,150 $78.6K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,148 $78.5K <0.01% 0 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,837 $67.2K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $54.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,455 $53.2K <0.01% -325 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,237 $45.2K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,159 $42.4K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,096 $40.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,055 $38.6K <0.01% +17 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,000 $36.6K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 970 $35.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 900 $32.9K <0.01% -29 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 824 $30.1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 734 $27K <0.01% -598 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $26K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $25.6K 0.01% -300 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 652 $23.9K <0.01% +13 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $21.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 453 $17.5K <0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $16.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 383 $14K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 359 $13.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $11.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $11.2K <0.01% new 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 201 $7.7K <0.01% +4 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $3.51K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 96 $3.5K <0.01% +2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $1.83K <0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 48 $1.75K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 44 $1.61K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $1.54K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 40 $1.46K <0.01% 0 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 30 $1.1K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16 $600 0.05% -23,690 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9 $329 <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 7 $274 <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $37 <0.01% -2 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $27 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.