MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,293,892 $52.5M <0.01% +28,310 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 759,460 $30.8M 0.01% +22,654 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 543,547 $22M 0.68% +182,447 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 505,578 $20.5M <0.01% -20,673 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 379,290 $15.4M 3.69% 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 374,713 $15.2M 1.04% +52,097 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 371,107 $15M <0.01% -3,763 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 300,756 $12.2M <0.01% +26,264 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 277,839 $11.3M <0.01% -4,637 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 227,209 $9.21M <0.01% +29,715 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 173,868 $7.05M 0.04% +403 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 155,488 $6.3M 0.01% +5,920 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 151,911 $6.16M 0.01% -3,138 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 145,261 $5.89M 5.33% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 117,287 $4.75M 0.14% -60,376 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 115,773 $4.69M 2.57% 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 92,347 $3.74M <0.01% -10,095 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 79,630 $3.23M <0.01% +3,828 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 72,555 $2.94M 0.33% -9,710 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 62,736 $2.54M 2.94% +561 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 60,874 $2.47M 0.15% +5,257 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 60,828 $2.47M <0.01% -1,842 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,548 $2.29M <0.01% +1,355 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,818 $1.82M 0.03% -1,239 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,657 $1.73M <0.01% -1,982 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,573 $1.56M <0.01% +1,235 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 37,000 $1.5M <0.01% new 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 31,640 $1.28M 0.68% +897 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 31,452 $1.28M 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 31,428 $1.27M 0.03% -133 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,154 $1.18M <0.01% -5,410 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,066 $1.1M 0.03% +15,401 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,287 $1.07M <0.01% -12,282 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,778 $1.05M <0.01% -2,296 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 25,183 $1.02M 0.01% +3,496 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,753 $1M 0.01% +1,495 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,890 $969K 0.02% +4,227 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,061 $935K <0.01% +10,642 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 22,665 $919K 0.49% +2,571 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,210 $860K <0.01% +619 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,184 $859K <0.01% +14,430 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 19,452 $789K <0.01% +4,209 13F-HR Timeline Stolper Co More: the full row for Stolper Co 18,527 $751K 0.22% +126 13F-HR 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 Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 17,467 $708K 0.02% +1,675 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,062 $692K 0.01% +4 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 16,929 $686K 0.21% +26 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,485 $668K 0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,430 $666K 0.01% +561 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for Hilltop Holdings Inc. 14,870 $603K 0.04% -97 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $560K 0.38% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,788 $559K 0.04% +136 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,166 $534K <0.01% +2,815 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,000 $527K 0.12% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,500 $507K <0.01% +919 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,095 $490K 0.01% -2,200 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,845 $440K 0.01% +4,815 13F-HR/A Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 10,770 $437K 0.43% 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 10,276 $417K 0.16% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,179 $413K 0.02% +151 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,018 $406K <0.01% +9 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,692 $393K 0.01% -213 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,177 $372K 0.12% +424 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 9,153 $371K 0.24% 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,745 $355K 0.05% +145 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 8,677 $352K 0.04% +119 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 8,278 $336K 0.05% +122 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 8,033 $326K 0.25% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,817 $317K <0.01% -50,659 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,779 $315K 0.01% +349 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,751 $314K 0.05% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,200 $292K 0.03% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,085 $287K 0.04% +110 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,884 $279K 0.02% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,863 $278K 0.14% +360 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,743 $273K 0.12% -19 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,676 $271K <0.01% +627 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,317 $256K <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,287 $255K <0.01% -557 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,273 $254K 0.06% +41 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,230 $253K <0.01% new 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,147 $249K <0.01% -480 13F-HR/A Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,975 $242K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,644 $229K <0.01% +407 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,615 $228K 0.01% +47 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,457 $221K <0.01% -2,668 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,136 $208K <0.01% 0 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,075 $206K 0.14% +150 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,004 $203K 0.14% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,000 $203K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,254 $171K 0.01% +380 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,219 $171K <0.01% +5 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,635 $147K 0.08% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,322 $135K <0.01% +124 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,163 $128K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,330 $94.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,166 $87.8K <0.01% +141 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $60.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,455 $59K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,166 $47.3K <0.01% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $45.2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,096 $44.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,033 $41.9K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 970 $39.3K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 862 $34.9K <0.01% +31 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 769 $31.2K <0.01% +35 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $28.8K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $28.4K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $24.5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 600 $24.3K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $18K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 383 $15.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 376 $15.2K <0.01% +17 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 349 $14.2K <0.01% +85 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $12.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $12.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 303 $12K <0.01% 0 13F-HR/A Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 243 $9.86K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 232 $9.41K <0.01% -127 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $8.11K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 192 $7.79K <0.01% +9 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 100 $4.05K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $3.89K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45 $1.82K <0.01% +35 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $1.7K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 40 $1.62K <0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 30 $1.22K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11 $457 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9 $365 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $52 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $22 <0.01% 0 13F-HR Timeline