MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,933,801 $43.1M <0.01% +211,399 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 2,191,419 $15.9M 0.5% +249,531 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,576,363 $11.4M 0.19% +59,113 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,478,721 $10.7M 0.04% +89,407 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,070,341 $7.77M 0.06% -53,502 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,000,034 $7.26M <0.01% -26,611 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 939,091 $6.82M 0.01% -8,555 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 463,606 $3.37M 1.17% -221,092 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 422,888 $3.07M 0.01% +15,518 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 402,639 $2.92M 1.06% +3,634 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 366,941 $2.66M <0.01% +248,731 13F-HR/A Timeline Group Altium Capital Management LLC More: the full row for Altium Capital Management LLC 328,901 $2.39M 5.68% +197,098 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 303,310 $2.2M <0.01% +81,670 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 288,274 $2.09M <0.01% +6,078 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 267,103 $1.94M <0.01% -2,919 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 238,687 $1.73M 0.12% +25,300 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 201,895 $1.47M <0.01% +293 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 178,869 $1.3M 0.01% -8,080 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 159,099 $1.16M <0.01% +5,483 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 122,698 $891K 0.13% +23,012 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 122,695 $891K <0.01% -37,281 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 122,244 $887K 0.03% -177,114 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 113,388 $823K <0.01% +754 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,693 $753K <0.01% -12,128 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 88,250 $641K 0.37% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 86,633 $629K <0.01% -21,383 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 83,720 $608K <0.01% -2,756 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 79,964 $581K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 77,617 $563K <0.01% +75,709 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69,237 $503K <0.01% -9,026 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,126 $495K <0.01% +54,159 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 67,980 $494K 0.01% +4,345 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 64,818 $471K <0.01% +902 13F-HR/A Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 62,698 $455K 0.51% +1,003 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 62,658 $455K <0.01% +1,856 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 60,317 $438K 0.01% +1,162 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 58,770 $427K 0.02% +645 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 51,842 $420K 0.01% -5,951 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57,367 $416K 0.01% +14,602 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 54,910 $399K 0.01% new 13F-HR Timeline Group Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 49,308 $358K 0.35% 13F-HR Timeline RPO LLC More: the full row for RPO LLC 47,570 $345K 1.39% -14,229 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 43,363 $315K <0.01% +16,097 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 36,626 $266K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 36,486 $265K <0.01% +7,949 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,903 $261K <0.01% +2,665 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 32,238 $234K <0.01% +31 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/ 31,942 $232K <0.01% +361 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,647 $215K <0.01% +6 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 29,511 $214K <0.01% -1,773 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 29,324 $213K <0.01% +227 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,300 $213K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,066 $211K <0.01% +593 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,700 $208K 0.02% -12,900 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28,299 $205K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,525 $193K <0.01% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 24,783 $180K 0.04% new 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 24,641 $179K 0.18% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,265 $176K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,223 $147K <0.01% 0 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,168 $146K <0.01% -1,942 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,316 $142K 0.01% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 19,252 $140K 0.06% +246 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,039 $138K <0.01% +1,381 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 18,944 $138K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,905 $130K <0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 17,200 $125K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,485 $112K <0.01% -1,309 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,412 $112K <0.01% -8,000 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 15,261 $111K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,959 $109K <0.01% +161 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,691 $107K <0.01% +279 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,679 $107K <0.01% -3,177 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $105K 0.05% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 14,000 $102K 0.05% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,510 $98.1K <0.01% -11,490 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 13,234 $96.1K <0.01% -3,958 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 12,936 $93.9K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,912 $93.8K <0.01% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 11,000 $79.9K 0.03% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 10,710 $77.8K 0.09% +30 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 10,500 $76.2K 0.04% new 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 10,266 $74.5K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,861 $73.5K <0.01% +702 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 10,000 $72.6K 0.05% 0 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 10,000 $72.6K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,372 $39K <0.01% +805 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,764 $34.6K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,660 $33.8K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,250 $23.6K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,301 $23.1K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,850 $20.7K <0.01% -666 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,500 $18.1K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,500 $18.1K <0.01% 0 13F-HR/A Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 2,400 $17.4K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,251 $16.3K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,588 $11.5K <0.01% -1,459 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 846 $6.14K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 846 $5.92K <0.01% 0 13F-HR/A Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $3.63K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 175 $1.27K <0.01% 0 13F-HR Timeline Group