MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,281,194 $48.9M <0.01% -19,179 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,045,902 $39.9M 0.01% +24,328 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 434,074 $16.6M <0.01% -9,840 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 432,215 $16.5M <0.01% -61,265 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 322,983 $12.3M 0.4% +22,215 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,112 $11.3M <0.01% -714 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 284,950 $10.9M 0.88% -26,611 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 260,467 $9.94M <0.01% +10,603 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 220,815 $8.43M 0.29% -21,766 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/ 192,302 $7.34M <0.01% +2,502 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 169,148 $6.46M 0.05% -579 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 148,438 $5.67M 0.01% +602 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 148,258 $5.66M 0.01% +12,948 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 123,252 $4.7M <0.01% +8,602 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 87,525 $3.34M 0.11% +3,284 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 76,735 $2.93M 0.35% +1,735 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 70,663 $2.7M <0.01% -571 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 68,399 $2.61M 0.42% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 67,218 $2.57M <0.01% +47,566 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 59,465 $2.27M <0.01% +4,810 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 58,527 $2.23M 0.15% -1,140 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 49,871 $1.9M <0.01% +1,768 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,043 $1.76M 0.01% -18,670 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,407 $1.7M 0.02% +1,592 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,897 $1.52M <0.01% -566 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 37,096 $1.42M <0.01% new 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 36,014 $1.37M 0.5% +27,297 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,413 $1.35M <0.01% +519 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 32,451 $1.24M 0.03% +3,851 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,373 $1.24M <0.01% +2,424 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 28,045 $1.07M 0.63% +159 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,410 $1.05M <0.01% +677 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,453 $933K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,646 $826K <0.01% +812 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 20,552 $784K 0.47% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 18,390 $702K 0.23% +839 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 18,000 $687K 0.32% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,980 $686K 0.01% +3,027 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,485 $629K 0.01% +500 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,431 $627K 0.05% -3 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,773 $602K 0.02% +1,351 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,340 $586K <0.01% +2,904 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,173 $579K 0.05% +50 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,988 $572K 0.04% +766 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 14,730 $562K 0.01% +213 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,685 $561K 0.21% -2,475 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,685 $561K 0.01% +65 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,245 $555K 0.01% +730 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $534K 0.36% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,652 $521K 0.04% +310 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 13,402 $512K 0.32% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 13,153 $502K 0.01% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 13,024 $497K 0.07% +12,421 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,000 $496K 0.23% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,974 $495K <0.01% +745 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,482 $477K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,765 $449K 0.02% -1,210 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,435 $418K 0.04% +5,635 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,777 $411K <0.01% -10,140 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,133 $387K <0.01% +66 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 10,056 $384K <0.01% +26 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. 9,980 $381K 0.01% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,834 $375K 0.02% +244 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 9,521 $363K 0.12% +123 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 8,971 $342K 0.01% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,808 $336K 0.25% +127 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,673 $331K 0.05% +78 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,594 $328K 0.05% +99 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,591 $328K 0.11% +177 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 8,586 $328K <0.01% +94 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,347 $319K <0.01% +2,200 13F-HR Timeline Group 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 8,221 $314K 0.04% +206 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,840 $299K <0.01% -3,949 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,597 $290K 0.05% +55 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,449 $284K <0.01% +842 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,297 $279K 0.01% -847 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,210 $275K <0.01% +761 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,901 $263K 0.04% -81 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,826 $261K 0.01% -880 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,762 $258K 0.12% +29 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,734 $257K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,447 $246K 0.02% +365 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,311 $241K 0.14% -45 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,233 $238K 0.05% +101 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,975 $228K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,856 $224K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,776 $220K 0.01% -1,241 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 5,367 $205K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,859 $147K <0.01% +1,033 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,336 $127K <0.01% -87 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,163 $121K 0.01% -328 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,330 $88.9K <0.01% +182 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,150 $82.1K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,074 $79.2K <0.01% +237 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $57.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,455 $55.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,363 $52K <0.01% +621 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,162 $44.4K <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $42.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,096 $41.8K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,033 $39.4K 0.01% -371 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 970 $37K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 820 $31.3K <0.01% +13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 721 $27.5K <0.01% +55 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $27.1K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $26.7K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 660 $25K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $22.9K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 600 $22.9K 0.02% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $17K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 383 $14.6K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 359 $13.7K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 352 $13.4K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $11.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $11.7K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 259 $9.9K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 250 $9.54K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 180 $6.86K <0.01% -712 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 100 $3.82K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $3.81K <0.01% +2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $3.66K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 44 $1.68K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $1.6K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 30 $1.15K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9 $344 <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 7 $286 <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7 $252 <0.01% +1 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $35 <0.01% new 13F-HR Timeline 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.