MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,605,701 $61.3M <0.01% -79,941 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,242,764 $52.8M 0.01% +41,461 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/ 1,438,101 $33.9M <0.01% -20,668 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 997,269 $23.5M <0.01% +700,002 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 844,848 $19.9M <0.01% +4,504 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 618,154 $14.6M 1.77% -6,252 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 405,342 $9.54M <0.01% +37,468 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 348,068 $8.19M <0.01% +53,090 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 339,925 $8M 0.7% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 318,562 $7.5M <0.01% +12,885 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 302,683 $7.13M 0.65% -8,760 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 236,897 $5.58M 0.03% +3,740 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 206,719 $4.87M 0.06% +68,386 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 199,304 $4.69M <0.01% -1,433 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 190,298 $4.48M 0.01% +4,260 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 177,254 $4.17M 0.01% +2,275 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 153,868 $3.62M 0.01% +25,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 130,651 $3.08M <0.01% +19,083 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 124,760 $2.94M 0.04% -9,943 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 120,563 $2.84M 0.01% +4,762 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 119,588 $2.82M 0.02% -50,955 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 117,699 $2.77M <0.01% -4,770 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 111,394 $2.62M 0.59% -7,185 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 110,000 $2.59M 0.01% -2,600 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 106,792 $2.51M <0.01% +10,288 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 92,351 $2.17M 0.27% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 92,115 $2.17M 0.06% -21,124 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 89,127 $2.1M 0.66% -308,956 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 84,990 $2M 0.37% -384 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 82,000 $1.93M 0.02% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 79,107 $1.86M <0.01% +17,019 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 71,685 $1.69M <0.01% +603 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 65,842 $1.55M -4,985 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 54,891 $1.28M <0.01% +272 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 51,172 $1.2M 0.01% new 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 49,667 $1.17M 1.08% +295 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 48,919 $1.15M <0.01% +2,566 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 40,000 $942K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 39,082 $920K 0.04% +158 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,618 $815K <0.01% -516 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 31,334 $738K 0.02% +442 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 30,874 $727K 0.01% +11,631 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 30,438 $717K 0.25% -1,665 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,786 $701K <0.01% 0 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,705 $699K <0.01% +150 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28,557 $672K 0.53% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,974 $659K <0.01% +623 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,097 $638K 0.01% +93 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 26,543 $625K 0.2% +2,998 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,993 $588K <0.01% +11,240 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 24,323 $573K 0.03% +6,512 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 23,500 $553K 0.2% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,209 $523K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,614 $485K 0.01% -1,164 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,287 $478K <0.01% +22 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,181 $475K <0.01% -5,175 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 19,856 $467K 0.13% +92 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,891 $445K 0.01% +313 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,672 $440K 0.04% -133 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,436 $434K <0.01% +13,202 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,767 $418K <0.01% +734 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,570 $414K <0.01% +6,911 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 17,498 $412K 0.35% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 17,355 $408K 0.06% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,137 $380K <0.01% +2,808 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 16,125 $380K <0.01% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 15,803 $372K 0.08% +2,330 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,655 $369K 0.01% -2,648 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 15,467 $364K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,797 $325K 0.03% +1,904 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,743 $324K 0.06% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,555 $313K 0.05% -178 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,743 $300K <0.01% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,539 $295K 0.02% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,255 $265K <0.01% 0 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 11,157 $263K 0.06% +82 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,039 $257K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,667 $251K <0.01% new 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 10,500 $247K 0.06% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,466 $246K 0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,231 $241K 0.01% +163 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 10,010 $236K 0.12% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,000 $235K 0.02% -1,000 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,905 $233K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,638 $227K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,530 $224K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,484 $223K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,203 $217K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,124 $215K <0.01% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,967 $211K 0.03% new 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 8,836 $208K 0.16% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,661 $204K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,639 $203K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,637 $203K <0.01% new 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,177 $122K 0.09% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,300 $121K 0.02% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,982 $117K 0.01% +4,380 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,884 $115K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,670 $110K 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 3,050 $71.8K <0.01% +434 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,007 $70.8K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,658 $62.6K <0.01% +39 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,300 $54.1K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,100 $49.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $47.1K <0.01% -630 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,000 $47.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,641 $38.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,440 $33.9K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $30.9K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,278 $30.1K 0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,217 $28.7K 0.02% +106 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $28.2K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,162 $27.3K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 961 $22.6K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 909 $21.4K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 863 $20.3K <0.01% +14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 775 $18.3K <0.01% +13 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 750 $17.6K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 569 $13.4K 0.01% -100 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $11.8K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 499 $11.7K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 495 $11.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 400 $9.42K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 400 $9.42K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 389 $9.16K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 384 $9.04K <0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 367 $8.64K 0.03% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 362 $8.43K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 332 $7.82K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 263 $6.19K <0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 200 $4.71K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 200 $4.71K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 150 $3.53K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 150 $3.53K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $1.48K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2 $37 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.