MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,300,373 $42.9M <0.01% -25,905 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,021,574 $33.7M 0.01% +25,260 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 493,480 $16.3M <0.01% -22,749 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 443,914 $14.6M <0.01% -28,035 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 311,561 $10.3M 0.83% -70,561 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 300,768 $9.92M 0.32% +41,345 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,826 $9.79M <0.01% +1,477 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 249,864 $8.24M <0.01% +2,793 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 242,581 $8M 0.29% -8,662 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/ 189,800 $6.26M <0.01% +7,557 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 169,727 $5.6M 0.05% +4,150 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 147,836 $4.88M 0.01% +5,989 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 135,310 $4.46M 0.01% +21,351 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 114,650 $3.78M <0.01% -22,213 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 84,241 $2.78M 0.12% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 75,000 $2.47M 0.35% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 71,234 $2.35M <0.01% +521 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 64,713 $2.13M 0.01% -2,439 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 59,667 $1.97M 0.16% +1,713 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,655 $1.8M <0.01% +1,966 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 48,103 $1.59M <0.01% +9,178 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,815 $1.41M 0.02% +5,222 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,463 $1.33M <0.01% -2,084 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,894 $1.15M <0.01% -3,650 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,949 $988K <0.01% -2,385 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,600 $944K 0.03% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 27,886 $924K 0.73% +421 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,733 $882K <0.01% +2,484 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,453 $807K 0.02% -387 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,961 $790K 0.02% -200 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,917 $690K <0.01% +13,547 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,834 $687K <0.01% -2,682 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 20,552 $678K 0.33% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 19,652 $648K <0.01% +17,140 13F-HR Timeline Group Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 18,000 $594K 0.27% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 17,718 $585K 0.03% new 13F-HR Timeline Group Stolper Co More: the full row for Stolper Co 17,551 $579K 0.19% +161 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 17,160 $566K 0.24% +62 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,434 $542K 0.05% +16,418 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,985 $527K 0.01% -200 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,772 $520K 0.01% -1,261 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,123 $499K 0.05% -650 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,953 $493K 0.01% +1,051 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,620 $482K 0.01% +1,313 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 14,517 $479K 0.02% -14,179 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,422 $476K 0.02% +410 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,222 $469K 0.03% +758 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $462K 0.34% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,515 $452K 0.01% +2,650 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,342 $440K 0.04% -1,488 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,975 $428K 0.02% -215 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,436 $410K <0.01% +4,079 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,229 $403K <0.01% +501 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,789 $389K <0.01% -657 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 10,030 $336K <0.01% +389 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,067 $332K <0.01% +47 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,980 $329K 0.01% -2,008 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,590 $316K 0.01% +1,089 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 9,398 $310K 0.12% +43 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 8,717 $288K 0.11% -9,000 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,681 $286K 0.23% -276 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,595 $284K 0.05% +84 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,495 $280K 0.04% -1,079 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 8,492 $280K <0.01% -1,624 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,414 $278K 0.1% +174 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,144 $269K 0.01% +1,481 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 8,015 $268K 0.04% +96 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,706 $254K 0.01% -280 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,542 $249K 0.04% +54 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,017 $232K 0.01% +276 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,982 $230K 0.04% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,734 $222K 0.02% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,733 $222K 0.12% -123 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,672 $220K 0.18% -828 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,607 $218K <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 6,449 $213K <0.01% -1,226 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,398 $211K 0.06% +132 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,392 $211K <0.01% new 13F-HR/A Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,356 $210K 0.14% +471 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,147 $203K <0.01% +600 13F-HR/A Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,132 $202K 0.04% +55 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,812 $202K 0.07% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,082 $201K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,800 $191K 0.02% -6,735 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,491 $115K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,423 $113K <0.01% -53 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,826 $93.2K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,150 $70.9K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,148 $70.9K <0.01% 0 13F-HR 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 Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,613 $53.2K 0.04% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $49.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,455 $48K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,404 $47K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,160 $38.3K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $36.8K <0.01% -8,266 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 970 $32K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 892 $29.4K <0.01% -8 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 807 $26.6K <0.01% -248 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 742 $24.5K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $23.4K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $23.1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 660 $22K <0.01% -74 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 666 $22K <0.01% +14 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 603 $19.9K <0.01% -634 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $19.8K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $14.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 383 $12.6K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 359 $11.8K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $10.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $10.1K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 98 $3.22K <0.01% +2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $3.17K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 44 $1.45K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $1.39K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 40 $1.32K <0.01% 0 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 30 $990 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9 $302 <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 7 $247 <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6 $213 <0.01% -447 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $24 <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.