MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,335,496 $16.8M <0.01% -43,470 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/ 1,106,500 $13.9M <0.01% -227,588 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 766,447 $9.62M <0.01% +117,342 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 557,099 $6.99M 0.07% -47,001 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 492,934 $6.19M 0.12% -3,952 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 485,919 $6.1M 0.01% +73,802 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 410,386 $5.15M <0.01% +15,009 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 283,289 $3.56M <0.01% +117,717 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 220,923 $2.77M 0.27% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 215,021 $2.7M <0.01% -13,440 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 151,834 $1.91M 0.04% +18,277 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 145,089 $1.82M <0.01% -7,409 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 130,000 $1.63M 0.01% -15,000 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 121,015 $1.52M 0.07% +8,085 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 120,153 $1.51M 0.01% +768 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 87,240 $1.09M <0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 87,032 $1.09M 0.09% -3,586 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 79,677 $1000K 0.09% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 74,571 $936K +19,484 Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 65,839 $826K 0.36% -4,855 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 62,617 $786K 0.09% -22,233 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,421 $733K <0.01% +23,462 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 57,981 $728K <0.01% -2,077 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,147 $680K <0.01% -5,624 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 45,000 $565K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,224 $492K <0.01% -3,253 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 37,846 $475K 0.12% +74 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 34,652 $435K <0.01% -35,448 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 31,142 $391K 0.01% +1,142 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 29,158 $366K 0.01% -2,292 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 28,075 $352K <0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 27,846 $349K 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 26,245 $329K 0.02% +3,351 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 25,319 $318K 0.21% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 21,902 $275K 0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 21,152 $265K 0.01% -20,000 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 21,076 $265K 0.02% 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. 21,024 $264K <0.01% -1,000 13F-HR Timeline Group GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 20,555 $221K 0.09% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,491 $220K 0.01% +2,895 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,948 $213K 0.01% +1,135 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,107 $202K <0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 15,192 $191K 0.07% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 15,126 $190K 0.02% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,933 $162K <0.01% +245 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,865 $161K <0.01% +2,570 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,706 $159K <0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,629 $158K <0.01% -1,911 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,000 $151K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,930 $150K 0.01% +68 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 11,278 $142K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,535 $132K <0.01% -2,402 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 10,217 $128K 0.03% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 10,069 $126K 0.11% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 10,000 $126K 0.07% 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. 7,551 $94.8K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 7,032 $88.3K <0.01% -307 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6,675 $83.8K 0.02% +3,439 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,400 $80.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,575 $70K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,800 $60.2K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,550 $57K <0.01% +4,546 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,635 $33.1K 0.03% -815 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,160 $27.1K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,000 $25.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $12.6K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,000 $12.6K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,000 $12K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 850 $10.9K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 800 $10K <0.01% -1,000 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 750 $9.41K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 609 $7.64K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 330 $4.14K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 325 $4.08K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 100 $1.25K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 40 $1K <0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 15 $188 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14 $176 <0.01% -172 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.