MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,536,932 $53.6M <0.01% +53,894 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,271,568 $48M 0.01% -18,799 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/ 1,334,757 $28.2M <0.01% -3,099 13F-HR/A Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 1,195,167 $25.3M 0.83% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 688,024 $14.5M <0.01% +14,090 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 623,986 $13.2M 1.63% +2,531 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 613,194 $13M 0.41% -161,265 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 361,038 $7.63M <0.01% +14,391 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 313,623 $6.63M 1.24% -544 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 260,541 $5.51M <0.01% +3,162 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 256,209 $5.41M <0.01% +27,898 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 229,757 $4.85M 0.04% -11,203 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 223,376 $4.72M 0.08% -73,882 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 209,222 $4.42M 0.03% +37,423 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 208,736 $4.41M <0.01% -9,785 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 197,370 $4.17M 0.01% -31,919 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 192,868 $4.08M 0.01% -123,252 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 190,712 $4.03M <0.01% +17,151 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 183,044 $3.87M 0.01% +13,326 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 163,373 $3.45M 1.18% +137,868 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 139,237 $2.94M 0.01% +13,508 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 126,844 $2.68M 0.72% -1,500 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 112,600 $2.38M 0.02% +2,600 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 110,161 $2.33M 0.01% +17,912 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 97,567 $2.06M 0.48% +4,626 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 92,351 $1.95M 0.27% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,980 $1.9M <0.01% +14,757 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 87,900 $1.89M <0.01% +718 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 83,818 $1.77M 0.06% +26,235 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 82,000 $1.73M 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 72,699 $1.54M 0.01% +4,381 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 71,732 $1.5M <0.01% +7,926 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 63,535 $1.34M +636 Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 55,964 $1.18M <0.01% -20,600 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 48,751 $1.03M 1.15% 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 48,425 $1.02M 0.38% new 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 43,827 $926K 0.54% -2,579 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,014 $824K <0.01% +958 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 36,943 $781K 0.04% +12,253 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 34,263 $724K <0.01% +1,800 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 31,608 $668K 0.26% +3,960 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28,557 $603K 0.49% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 27,799 $587K 0.15% -19,857 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,823 $567K 0.01% +95 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,780 $566K <0.01% +369 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC group of 2 filers holding More: the full row for AQR CAPITAL MANAGEMENT LLC 25,973 $549K -94,105 Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 23,500 $497K 0.21% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,217 $469K 0.01% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,209 $469K 0.03% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,821 $440K <0.01% -276 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 20,118 $425K 0.05% +239 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,704 $416K <0.01% -1,743 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 18,259 $386K 0.14% -238 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,792 $376K <0.01% +1,878 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 17,569 $371K 0.01% -10,730 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,467 $369K 0.04% +2,500 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,125 $341K <0.01% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,966 $334K 0.05% -675 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,747 $333K 0.01% +425 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,655 $331K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,743 $290K 0.07% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,573 $266K <0.01% +1,056 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. 11,796 $249K <0.01% -2,655 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 11,663 $246K 0.01% +500 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,582 $245K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,255 $238K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,893 $230K 0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,594 $224K 0.01% -494 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 10,500 $222K 0.06% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,480 $221K 0.01% -2,565 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 10,408 $220K 0.06% +736 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,043 $212K 0.03% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 9,957 $210K 0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,701 $205K <0.01% -57 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,130 $130K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,880 $103K <0.01% +1,338 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,384 $92.6K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,455 $73K <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 3,396 $71.8K <0.01% -4,181 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,107 $65.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,076 $65K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,300 $48.6K 0.04% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,000 $42.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,789 $37.8K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,748 $36.9K <0.01% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,683 $35.6K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,455 $30.7K <0.01% -6,593 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,440 $30.4K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $27.4K <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 $25.8K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $25.4K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,162 $24.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,100 $23.2K <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 833 $17.6K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 822 $17.4K 0.01% +48 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 820 $17.3K <0.01% +15 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 800 $16.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 736 $15.6K <0.01% +13 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 640 $13.5K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 598 $12.6K <0.01% +307 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 590 $12.5K <0.01% +228 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 550 $12K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $10.6K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 366 $7.73K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 332 $7.01K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 300 $6.34K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $5.28K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 200 $4.23K <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.