RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,106,290 $23.3M 0.01% +54,424 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 776,142 $16.3M <0.01% +74,966 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 727,726 $15.3M <0.01% +20,988 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 574,303 $12.1M <0.01% +75,015 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 516,209 $10.9M 0.02% +32,290 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/ 492,949 $10.4M <0.01% +36,011 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 467,421 $9.83M 0.16% +42,675 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 459,165 $9.65M <0.01% +33,614 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 385,433 $8.1M <0.01% -14,557 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 376,843 $7.92M 0.06% +73,540 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 355,603 $7.47M <0.01% +40,880 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 267,616 $5.63M 0.08% +26,729 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 257,250 $5.41M <0.01% +23,862 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 210,536 $4.43M 0.27% +3,547 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 148,535 $3.12M <0.01% +59,837 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 137,227 $2.88M 0.01% +7,955 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 127,203 $2.67M <0.01% +33,202 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 104,775 $2.2M 1.59% -11,989 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 100,806 $2.12M 0.15% +35,729 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 85,487 $1.8M <0.01% -27,360 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,630 $1.78M <0.01% +4,208 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 79,695 $1.68M 0.01% +60,350 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 74,318 $1.56M 0.04% +3,518 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 63,853 $1.34M 0.3% +4,769 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 62,001 $1.3M 0.81% +11,112 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,208 $1.29M 0.01% +4,492 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 57,776 $1.21M <0.01% -2,617 13F-HR/A Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 54,215 $1.14M <0.01% +7,169 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,912 $1.11M <0.01% +4,574 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 51,907 $1.09M 1.22% +3,811 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 45,741 $961K 0.22% +3,831 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,652 $833K <0.01% +8,239 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 38,376 $807K 0.02% +24,343 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 38,308 $805K <0.01% +13,178 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 36,428 $766K 0.05% -8,235 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 35,321 $742K 0.11% +2,206 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 35,109 $738K 0.39% +25,682 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,357 $680K 0.04% +2,415 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 31,525 $648K 0.04% -2,811 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,855 $543K 0.01% +5,713 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,000 $526K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 24,115 $507K <0.01% +1,365 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 23,943 $503K 0.09% +1,343 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 23,691 $498K <0.01% +1,657 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,328 $490K <0.01% -1,972 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,227 $488K <0.01% +2,151 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 22,494 $473K 0.07% +1,067 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,581 $454K 0.01% +696 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,559 $432K <0.01% +977 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. 20,382 $428K 0.01% +1,397 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,269 $426K <0.01% -3,448 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,918 $419K <0.01% +2,373 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 18,848 $396K 0.18% +242 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,369 $386K <0.01% +1,875 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 17,964 $378K 0.04% new 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 17,548 $369K 0.08% -3,699 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,255 $363K 0.03% +820 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 17,116 $360K 0.2% -237 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,162 $340K 0.01% -6,626 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 16,023 $337K 0.17% +2,232 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,463 $325K <0.01% -901 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,660 $320K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,793 $311K 0.01% +603 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,760 $310K 0.13% +702 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 14,050 $295K 0.03% +666 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 13,847 $291K 0.08% +2,847 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 12,618 $265K 0.13% +943 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,969 $252K 0.03% +97 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,827 $249K <0.01% +813 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 11,082 $233K 0.18% +823 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,000 $210K 0.19% 0 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 $210K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,798 $164K <0.01% +3,865 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,456 $157K 0.01% +571 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,605 $139K 0.01% +355 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. 6,154 $129K <0.01% +450 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,249 $110K <0.01% +249 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,896 $103K <0.01% +231 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,594 $94.5K <0.01% +218 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,965 $83.3K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,564 $74.9K <0.01% +169 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,558 $74.8K <0.01% -1,033 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,241 $68.1K <0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,082 $64.8K 0.01% +146 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,022 $63.5K 0.02% +143 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,998 $63K 0.05% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,629 $55.3K <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,494 $52.4K 0.02% +226 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,976 $41.5K <0.01% -627 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,851 $38.9K <0.01% +87 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,750 $36.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,729 $36.3K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,594 $33.5K <0.01% +586 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,435 $30.2K 0.01% +107 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,154 $24.3K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,109 $23.3K <0.01% +52 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 630 $13.2K 0.01% +47 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 586 $12.3K <0.01% +43 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 553 $11.6K <0.01% +26 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 375 $7.88K <0.01% -2,272 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 262 $5.51K <0.01% +12 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 137 $2.88K <0.01% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 131 $2.75K <0.01% +6 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 89 $1.87K <0.01% +4 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 60 $1.26K <0.01% -688 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6 $126 <0.01% new 13F-HR/A Timeline