MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,265,582 $52.3M <0.01% -15,612 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 736,806 $30.5M 0.01% -309,096 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 526,251 $21.8M <0.01% +94,036 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 374,870 $15.5M <0.01% -59,204 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 361,100 $14.9M 0.47% +38,117 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 322,616 $13.3M 1.01% +37,666 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 282,476 $11.7M <0.01% -13,636 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 274,492 $11.4M <0.01% +14,025 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/ 197,494 $8.17M <0.01% +5,192 13F-HR/A Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 177,663 $7.35M 0.24% -43,152 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 173,465 $7.17M 0.04% +4,317 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 155,049 $6.19M 0.01% +6,791 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 149,568 $6.19M 0.01% +1,130 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 120,056 $4.97M 0.16% +32,531 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 102,442 $4.24M <0.01% -20,810 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 82,265 $3.4M 0.37% +5,530 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 75,802 $3.14M <0.01% +5,139 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 66,605 $2.75M 0.41% -1,794 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,670 $2.59M <0.01% +3,205 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 62,175 $2.57M 2.87% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 58,476 $2.42M <0.01% -8,742 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 55,617 $2.3M 0.15% -2,910 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 55,193 $2.28M <0.01% +5,322 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 46,057 $1.9M 0.02% +1,650 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,639 $1.85M 0.01% -1,404 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,569 $1.59M <0.01% -1,328 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,338 $1.54M <0.01% +1,925 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 34,564 $1.43M <0.01% +2,191 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 31,561 $1.31M 0.02% -890 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 30,743 $1.27M 0.68% +2,698 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,074 $1.16M <0.01% +664 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,258 $962K 0.01% -1,195 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 21,687 $897K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,591 $852K <0.01% -1,055 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 20,094 $831K 0.44% +6,692 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,663 $813K 0.01% +1,683 13F-HR Timeline Group Stolper Co More: the full row for Stolper Co 18,401 $761K 0.23% +11 13F-HR/A Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 18,000 $744K 0.38% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,058 $706K 0.01% new 13F-HR/A Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 16,903 $699K 0.22% +2,218 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,485 $682K 0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,869 $656K 0.01% +1,184 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,792 $653K 0.02% +19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,695 $649K 0.05% -736 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,243 $630K <0.01% -97 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,243 $630K 0.05% +70 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,967 $619K 0.03% -21 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,295 $595K 0.01% +50 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $579K 0.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,680 $566K <0.01% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 13,000 $538K 0.22% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,620 $522K 0.04% +1,185 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,652 $521K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,419 $514K <0.01% +1,642 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,665 $482K 0.02% -100 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,581 $479K <0.01% -1,393 13F-HR/A Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 10,944 $453K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 10,351 $428K <0.01% +295 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 10,276 $425K 0.18% -10,276 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,028 $415K 0.02% +194 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,009 $414K <0.01% -124 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. 9,905 $410K 0.01% -75 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 9,634 $405K 0.12% +113 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 9,582 $396K 0.08% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,753 $362K 0.12% +162 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,600 $356K 0.05% -73 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,563 $354K 0.02% new 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 8,558 $354K 0.04% +337 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 8,156 $337K 0.05% +559 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,125 $336K <0.01% +915 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,430 $307K 0.01% +133 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,028 $291K 0.04% +127 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,975 $288K 0.04% -1,619 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,892 $285K <0.01% -557 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,884 $285K 0.02% +150 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,844 $283K 0.01% +18 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,762 $280K 0.13% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,754 $279K <0.01% -1,086 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,627 $274K <0.01% -1,720 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,567 $272K 0.01% +1,200 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,503 $269K 0.14% +192 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,317 $261K <0.01% new 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,232 $258K 0.06% -1 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,049 $250K <0.01% +193 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,030 $249K 0.01% new 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,975 $247K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,568 $230K 0.01% -208 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,237 $217K <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,136 $212K <0.01% new 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,004 $207K 0.15% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,000 $207K 0.06% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,925 $204K 0.13% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,214 $174K <0.01% +355 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,874 $159K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,198 $132K <0.01% -138 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,163 $131K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,929 $121K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,330 $96.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,025 $83.8K <0.01% +662 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $62K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,455 $60.2K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,200 $49.6K <0.01% -11,953 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,175 $48.6K <0.01% -899 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,163 $48.1K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $46.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,096 $45.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,033 $42.7K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 970 $40.1K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 935 $38.7K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 831 $34.4K <0.01% +11 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 734 $30.4K <0.01% +13 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $29.4K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $29K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 624 $25.5K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $24.8K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 600 $24.8K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $18.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 383 $15.8K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 359 $14.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 359 $14.8K <0.01% +7 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 303 $13K <0.01% -357 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $12.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $12.7K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 264 $10.9K <0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 250 $10.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 183 $7.58K <0.01% +3 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 160 $6.62K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 102 $4.2K <0.01% +2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $3.97K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $1.74K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 30 $1.24K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11 $445 <0.01% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10 $414 <0.01% -90 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9 $372 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $51 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $21 <0.01% 0 13F-HR Timeline