RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,051,866 $24.6M 0.01% +8,754 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 706,738 $16.5M <0.01% -7,020 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 701,176 $16.4M <0.01% +1,187 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 499,288 $11.7M <0.01% +4,691 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 483,919 $11.3M 0.02% +9,278 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/ 456,938 $10.7M <0.01% +179 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 425,551 $9.95M <0.01% +6,263 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 424,746 $9.93M 0.17% +93,353 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 399,990 $9.35M <0.01% -169,753 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 314,723 $7.36M <0.01% -44,221 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 303,303 $7.09M 0.05% +58,387 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 240,887 $5.63M 0.09% -38,580 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 233,388 $5.45M <0.01% -81,866 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 206,989 $4.84M 0.29% +7,993 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 129,272 $3.02M 0.02% +49,113 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 116,764 $2.73M 1.66% new 13F-HR/A Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 112,847 $2.64M <0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 94,001 $2.2M <0.01% -21,457 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 88,698 $2.07M <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 80,422 $1.88M <0.01% +1,602 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 70,800 $1.65M 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 65,077 $1.52M 0.11% +1,373 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60,401 $1.41M 0.03% +678 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 60,393 $1.41M <0.01% +3,566 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 59,084 $1.38M 0.3% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 56,716 $1.33M 0.01% -401 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 50,889 $1.19M 0.74% +3,839 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 48,338 $1.13M <0.01% -2,992 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 48,096 $1.12M 1.3% +5 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 47,046 $1.1M <0.01% +3,408 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44,663 $1.04M 0.07% +8,481 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 41,910 $979K 0.26% +760 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,014 $888K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 37,348 $873K 0.02% +7,531 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 34,336 $802K 0.04% +6,683 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 33,115 $774K 0.11% +357 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,413 $734K <0.01% -22,759 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 29,942 $700K 0.04% +1,571 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 27,660 $646K 0.12% +6,418 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,300 $591K <0.01% -1 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 25,130 $587K <0.01% +269 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,000 $584K <0.01% +15,000 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,717 $554K <0.01% -2,514 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,788 $533K 0.01% -1,253 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 22,750 $532K <0.01% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 22,600 $528K 0.1% +6,438 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 22,034 $515K <0.01% +2,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,601 $504K <0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 21,427 $501K 0.08% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 21,247 $497K 0.11% -118 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,076 $493K 0.01% -976 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,885 $488K 0.01% +30 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,142 $471K 0.01% +9,340 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 19,582 $458K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,345 $452K <0.01% +948 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. 18,985 $444K 0.01% 0 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 18,606 $435K 0.19% -52 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,545 $410K <0.01% -980 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 17,353 $406K 0.22% +129 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,494 $385K <0.01% +2,439 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 16,435 $384K 0.03% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,364 $382K <0.01% +3,167 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,190 $332K 0.01% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,058 $329K 0.13% -4,000 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,033 $328K 0.01% +120 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 13,791 $322K 0.17% +1,873 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 13,384 $313K 0.03% 0 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,872 $277K 0.03% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 11,675 $273K 0.13% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,014 $257K <0.01% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,000 $257K 0.07% 0 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 10,682 $250K 0.03% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 10,259 $240K 0.19% 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,000 $234K 0.19% -2,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,000 $234K <0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,427 $220K 0.12% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,580 $201K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,885 $161K 0.01% +25 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,717 $157K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,250 $146K 0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 5,704 $133K <0.01% +34 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,000 $117K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,665 $109K <0.01% 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. 4,591 $107K <0.01% -2,253 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,376 $103K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,933 $91.9K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,395 $79.3K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,000 $70.1K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,936 $68.6K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,879 $67.3K 0.02% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,740 $64K 0.04% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,647 $61.9K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,603 $60.8K <0.01% +403 13F-HR/A Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,268 $53K 0.02% +73 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,764 $41.2K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,750 $40.9K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,736 $40.6K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,608 $37.6K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,328 $31K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,057 $24.7K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,008 $23.6K <0.01% -4,100 13F-HR/A Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 748 $17.5K 0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 583 $13.6K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 543 $12.7K <0.01% -9,300 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 527 $12.3K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 250 $5.84K 0.01% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 227 $5K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 131 $3.06K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 125 $2.92K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 85 $1.99K <0.01% 0 13F-HR Timeline