LPL Financial LLC More: the full row for LPL Financial LLC 1,463,502 $19.9M <0.01% +19,652 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/ 1,264,610 $17.2M <0.01% +8,658 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,258,018 $17.1M <0.01% -43,592 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,090,866 $14.9M <0.01% +117,277 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 795,623 $10.8M 0.07% +68,405 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 573,420 $7.81M 0.12% +261,297 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 542,484 $7.39M 0.01% +40,000 13F-HR Timeline Group Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 441,823 $6.02M 3.46% -104,406 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 359,069 $4.89M <0.01% +22,052 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 317,109 $4.32M <0.01% +299,746 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 300,632 $4.09M 0.45% +4,437 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 245,638 $3.35M 1.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 237,019 $3.23M <0.01% +6,164 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 221,918 $3.02M <0.01% -79,233 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 221,656 $3.02M 0.5% +10,275 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 212,775 $2.9M 0.65% -8,240 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 166,540 $2.27M <0.01% +3,403 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 164,549 $2.24M -35,076 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 157,257 $2.14M <0.01% +1,650 13F-HR/A Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 157,254 $2.14M 0.67% +74,638 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 151,512 $2.06M <0.01% +2,132 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 151,082 $2.06M <0.01% +34,611 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 137,942 $1.88M <0.01% -45,882 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 122,095 $1.66M <0.01% -48,833 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 120,210 $1.64M <0.01% +3,027 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 119,235 $1.63M <0.01% +10,050 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 104,500 $1.42M 0.12% -173,997 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 94,848 $1.29M <0.01% +15,421 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 91,904 $1.25M 1.15% +1,583 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 75,566 $1.03M 0.03% +3,281 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 70,750 $964K 0.2% +8,750 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 66,325 $903K 0.09% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 65,491 $892K <0.01% -9,394 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 64,227 $875K <0.01% -9,907 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $836K 0.62% new 13F-HR Timeline Amount filed as zero, left out of ratios. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 58,378 $795K <0.01% -1,376 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 57,743 $786K 0.25% +1,115 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 54,125 $737K 0.01% -371 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 53,993 $735K 0.01% +4,994 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 51,645 $703K 0.01% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 51,261 $698K 0.18% +168 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,606 $676K <0.01% +19,078 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 43,548 $593K 0.01% +4,208 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 43,090 $587K 0.02% -18,145 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 38,050 $514K <0.01% -200 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,629 $513K <0.01% +1,145 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 37,261 $507K 0.31% +785 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 34,993 $477K 0.13% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 33,974 $463K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 33,298 $450K 0.04% +6,042 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,770 $446K <0.01% +806 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,197 $439K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 32,177 $438K 0.01% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 31,863 $434K 0.07% -232 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 30,785 $419K 0.01% +11,703 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 30,000 $409K 0.12% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 29,306 $399K <0.01% +45 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 28,116 $383K <0.01% +1,865 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 26,681 $363K 0.04% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 23,892 $325K <0.01% new 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 23,828 $325K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,042 $313K 0.01% +248 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 23,113 $311K 0.1% -7,929 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,487 $306K <0.01% +2,138 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 22,232 $302K 0.26% +1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,126 $288K 0.01% -2,424 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,822 $284K 0.01% +313 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,367 $277K <0.01% -685 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 20,151 $274K 0.01% +464 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,196 $261K <0.01% -7,600 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 18,933 $258K 0.03% +215 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 18,651 $254K 0.03% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,512 $252K <0.01% +426 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,530 $239K <0.01% -1,653 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 17,500 $238K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,298 $236K <0.01% +811 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 17,103 $233K 0.13% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 16,489 $225K 0.02% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,273 $222K <0.01% new 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,033 $218K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,797 $213K 0.01% +1,047 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,016 $177K <0.01% -10,724 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,743 $174K 0.01% +281 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 12,515 $170K 0.13% +2,255 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,174 $166K 0.02% new 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,996 $163K 0.01% +34 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,845 $161K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,480 $156K <0.01% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 11,150 $152K 0.05% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 11,133 $152K 0.03% +263 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,069 $151K 0.02% -3,974 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,900 $148K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,846 $148K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,767 $147K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,257 $141K <0.01% -2,900 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,202 $139K <0.01% -27,268 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,153 $138K <0.01% -48,884 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 10,000 $136K 0.07% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,082 $124K <0.01% +184 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,928 $122K <0.01% +11 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,407 $73.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,380 $73.3K <0.01% -500 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 5,360 $73K <0.01% new 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 5,300 $72.2K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,300 $58.6K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,900 $53.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,500 $47.7K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,305 $45K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,298 $44.9K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,940 $40K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,704 $36.4K <0.01% +60 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,600 $35.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,199 $29.5K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,100 $29K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,000 $27.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,800 $24.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,540 $21K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,358 $18.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,333 $18.2K <0.01% -174 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,300 $17.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,250 $16.9K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,214 $16.5K <0.01% -786 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,017 $13.9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,009 $13.7K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $13.6K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,000 $13.6K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 950 $12.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 637 $8.59K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 555 $7.56K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 500 $6.81K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 395 $5.38K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 240 $3.26K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 200 $2.72K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 163 $2K <0.01% -306 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 113 $1.55K <0.01% +2 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 111 $1.49K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.