MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,483,038 $52M <0.01% -18,279 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,290,367 $48M 0.01% +151 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/ 1,337,856 $28M <0.01% +11,560 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 1,195,167 $25M 0.86% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 774,459 $16.2M 0.52% -442,454 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 673,934 $14.1M <0.01% -10,614 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 621,455 $13M 1.64% +1,126 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 346,647 $7.26M <0.01% +14,186 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 316,120 $6.62M 0.01% 0 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 314,167 $6.58M 1.29% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 297,258 $6.22M 0.11% -14,267 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 257,379 $5.39M <0.01% -6,053 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 240,960 $5.05M 0.04% -45,515 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 229,289 $4.8M 0.01% +5,420 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 228,311 $4.78M <0.01% +14,578 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 218,521 $4.58M <0.01% +1,835 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 173,561 $3.63M <0.01% -7,917 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 171,799 $3.6M 0.03% +77,601 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 169,718 $3.55M 0.01% -704 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 128,344 $2.69M 0.79% +2,665 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,729 $2.63M 0.01% +13,182 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC group of 2 filers holding More: the full row for AQR CAPITAL MANAGEMENT LLC 120,078 $2.51M -112,356 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 110,000 $2.3M 0.02% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 92,941 $1.95M 0.44% +414 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 92,351 $1.93M 0.29% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 92,249 $1.93M 0.01% +18,728 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 87,182 $1.85M <0.01% +5,669 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 82,000 $1.72M 0.01% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 76,564 $1.6M <0.01% -23,198 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,223 $1.58M <0.01% -3,079 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 68,318 $1.43M 0.01% -14,437 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,806 $1.34M <0.01% -344 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 62,899 $1.32M -5,670 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 57,583 $1.21M 0.05% -1,830 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 53,673 $1.12M 0.07% +20,197 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 47,656 $998K 0.3% +3,402 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 46,406 $972K 0.72% 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 41,506 $869K 0.07% -57,933 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,056 $797K <0.01% +1,164 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 32,463 $680K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28,557 $598K 0.49% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 28,299 $593K 0.01% -7,451 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 27,648 $579K 0.24% +1,673 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,728 $560K 0.01% +6,086 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,411 $553K <0.01% new 13F-HR/A Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 25,505 $534K 0.19% -138,008 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,690 $517K 0.03% +7,790 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 23,500 $492K 0.21% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,217 $465K 0.01% +4 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,209 $465K 0.03% +9,429 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,447 $449K <0.01% -2,552 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,097 $442K <0.01% -998 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 19,879 $416K 0.06% -642 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,828 $394K 0.01% new 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 18,497 $387K 0.16% -16 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,914 $333K <0.01% +16 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,655 $328K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,322 $321K 0.01% +1,314 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,967 $313K 0.04% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 16,641 $303K 0.05% 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. 14,451 $303K <0.01% -23,426 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,743 $288K 0.08% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,742 $288K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,045 $273K 0.01% -7,499 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,517 $241K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,255 $236K <0.01% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,163 $234K 0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,088 $232K 0.02% -10,991 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,500 $220K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,758 $204K <0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,672 $203K 0.07% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,048 $169K <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 7,577 $159K <0.01% +6,586 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 5,475 $115K 0.11% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,384 $91.8K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 4,334 $90.8K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,542 $74.2K <0.01% +1,082 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,455 $72.3K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,107 $65.1K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,076 $64.5K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,300 $48.2K 0.05% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,000 $41.9K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,789 $37.5K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,747 $36.6K <0.01% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,683 $35.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,440 $30.2K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $27.2K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,223 $25.6K <0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $25.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,162 $24.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,100 $23K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,000 $20.9K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 953 $20K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 805 $16.9K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 800 $16.8K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 774 $16.2K 0.01% +187 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 723 $15.1K <0.01% +14 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 550 $12K <0.01% -6 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $10.5K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 366 $7.66K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 362 $7.58K <0.01% +334 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 332 $6.95K <0.01% -664 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 291 $6.08K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $5.24K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 200 $4.19K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $6 <0.01% -179 13F-HR Timeline Amount filed as zero, left out of ratios. 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. 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.