MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,284,798 $46.7M <0.01% -9,094 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 783,359 $28.5M 0.01% +23,899 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 562,909 $20.5M 0.64% +19,362 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 408,613 $14.9M <0.01% -96,965 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 388,213 $14.1M <0.01% +17,106 13F-HR/A Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 388,207 $14.1M 3.57% +8,917 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 374,820 $13.6M 0.98% +107 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/ 280,055 $10.2M <0.01% +52,846 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 274,656 $9.98M <0.01% -26,100 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 273,366 $9.94M <0.01% -4,473 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 207,702 $7.55M 0.04% +33,834 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 152,041 $5.53M 5.03% +6,780 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 151,536 $5.51M 0.01% -3,952 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 140,136 $5.09M 0.01% -11,775 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 116,779 $4.24M 2.36% +1,006 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 100,325 $3.65M <0.01% +7,978 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 87,856 $3.19M 0.09% -29,431 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 84,108 $3.06M <0.01% +4,478 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 72,005 $2.62M 0.3% -550 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 65,030 $2.36M 0.14% +4,156 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 64,318 $2.34M 2.61% +1,582 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 60,199 $2.19M <0.01% -629 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,865 $2.1M <0.01% +1,317 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,179 $1.64M <0.01% +2,522 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,025 $1.64M 0.02% +207 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,520 $1.44M <0.01% +947 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,227 $1.21M <0.01% +4,073 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 31,142 $1.12M 0.63% -498 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,216 $1.1M <0.01% +3,929 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 29,816 $1.08M <0.01% +8,606 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 29,795 $1.08M 0.01% +4,612 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,191 $1.06M <0.01% +3,413 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 29,095 $1.06M 0.02% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,957 $871K 0.01% -796 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 23,911 $869K 0.44% +1,246 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,184 $770K <0.01% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,781 $755K <0.01% +1,329 13F-HR Timeline Stolper Co More: the full row for Stolper Co 61,528 $686K 0.19% +43,001 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 18,000 $654K 0.46% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 17,435 $634K 0.02% -32 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,064 $620K <0.01% +2 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 16,739 $608K 0.22% -190 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,712 $608K 0.01% +282 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,843 $576K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $574K 0.37% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,672 $551K 0.08% +1,927 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 15,068 $548K 0.12% +125 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,015 $546K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,999 $545K 0.05% +129 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,811 $516K 0.04% +23 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 13,363 $486K 0.12% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,000 $473K 0.1% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,900 $469K 0.03% -3,173 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,703 $458K <0.01% -463 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,491 $454K 0.01% +1,646 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,442 $452K <0.01% -58 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,442 $416K 0.01% -15,624 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,295 $411K 0.01% -800 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 10,870 $395K 0.4% +100 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,210 $371K <0.01% -12,851 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 9,153 $371K 0.26% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,942 $361K <0.01% -76 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,161 $357K 0.02% -18 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,400 $342K 0.01% +1,621 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,356 $340K 0.1% +179 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,335 $339K <0.01% -7,150 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,104 $331K 0.18% +5,469 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 9,045 $329K 0.04% +368 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. 8,663 $315K 0.01% -1,029 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,241 $300K <0.01% new 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 8,072 $293K 0.22% +39 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,688 $279K 0.04% -590 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,559 $275K 0.03% +359 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,361 $268K <0.01% -456 13F-HR/A Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,126 $259K <0.01% +809 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,054 $256K 0.03% -31 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,994 $254K 0.13% +131 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,884 $250K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,830 $248K <0.01% new 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,743 $245K 0.11% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,676 $243K <0.01% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,103 $222K 0.05% -170 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,975 $217K 0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,904 $215K <0.01% -326 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,673 $206K <0.01% +29 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,096 $185K <0.01% -361 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,230 $149K 0.01% -24 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,332 $121K <0.01% +10 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,163 $115K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,116 $113K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,148 $78.1K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,597 $58.1K <0.01% -569 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,394 $49K <0.01% -2,825 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,167 $42.4K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,115 $40.5K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,033 $37.5K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 970 $35.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 866 $31.5K <0.01% -589 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 860 $31.3K <0.01% -2 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 784 $28.5K <0.01% +15 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $25.8K <0.01% 0 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 700 $25.4K <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 644 $22.6K <0.01% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 445 $16.2K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 383 $13.9K <0.01% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 383 $13.9K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 356 $12.9K <0.01% +7 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 309 $11.5K <0.01% +300 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% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 303 $11K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 232 $8.43K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $7.27K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 196 $7.12K <0.01% +4 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $5.45K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 125 $4.54K <0.01% new 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 96 $3.49K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 60 $2.18K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 42 $1.53K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11 $418 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $47 <0.01% 0 13F-HR Timeline