MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,631,728 $60.8M <0.01% +94,796 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,265,176 $52.3M 0.01% -6,392 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/ 1,302,773 $30.1M <0.01% -31,984 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 859,911 $19.9M 0.66% -335,256 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 719,437 $16.6M <0.01% +31,413 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 623,768 $14.4M 1.79% -218 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 417,229 $9.64M 0.3% -195,965 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 369,703 $8.54M <0.01% +8,665 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 350,477 $8.1M <0.01% +89,936 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 319,086 $7.37M <0.01% +110,350 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 312,034 $7.21M 1.37% -1,589 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 285,822 $6.6M <0.01% +29,613 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 222,231 $5.13M 0.03% +13,009 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 189,918 $4.39M <0.01% -794 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 182,907 $4.22M 0.01% -137 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 169,720 $3.92M 0.07% -53,656 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 167,722 $3.87M 0.03% -62,035 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 148,868 $3.44M 0.01% -44,000 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 148,028 $3.42M 0.01% +8,791 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 128,033 $2.96M <0.01% -69,337 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 121,744 $2.81M 0.72% -5,100 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 119,625 $2.76M 0.1% +35,807 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 114,742 $2.65M 0.01% +4,581 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 114,393 $2.64M <0.01% +42,661 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 112,600 $2.6M 0.02% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 92,972 $2.15M <0.01% +2,992 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 92,351 $2.13M 0.29% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 85,813 $1.98M 0.42% -11,754 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 82,000 $1.89M 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,855 $1.82M <0.01% -10,045 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 76,497 $1.77M 0.56% -86,876 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 72,581 $1.68M 0.01% -118 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 68,196 $1.58M 1.43% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 63,669 $1.47M +134 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 61,107 $1.41M <0.01% new 13F-HR/A Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 48,756 $1.13M 1.3% +5 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 47,908 $1.11M 0.38% -517 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 44,904 $1.04M 0.59% +1,077 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 43,502 $1M <0.01% -12,462 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 42,450 $981K 0.01% +8,187 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 38,762 $895K 0.04% +1,819 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,128 $811K <0.01% -3,886 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 32,103 $742K 0.28% +495 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 30,626 $707K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,786 $688K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28,557 $660K 0.53% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,915 $622K 0.01% +92 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,668 $593K 0.03% new 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,981 $554K <0.01% -2,799 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 23,500 $543K 0.23% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 22,930 $526K 0.13% -4,869 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,217 $513K 0.01% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,209 $513K 0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,242 $468K <0.01% -579 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,179 $443K <0.01% -525 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 19,016 $439K 0.05% -1,102 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,806 $434K 0.01% +3,059 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,104 $418K <0.01% +312 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 17,669 $408K 0.14% -590 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 17,498 $404K 0.4% 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 17,175 $397K 0.1% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,125 $371K <0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,655 $362K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 15,467 $357K 0.04% -2,000 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,411 $356K <0.01% +3,829 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,966 $337K 0.05% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,743 $317K 0.07% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,663 $315K 0.01% +2,000 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC group of 2 filers holding More: the full row for AQR CAPITAL MANAGEMENT LLC 13,329 $308K -12,644 Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 13,000 $300K 0.13% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,177 $281K <0.01% -396 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 12,089 $279K <0.01% -5,480 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,255 $260K <0.01% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 11,000 $254K 0.02% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,990 $254K 0.07% +582 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 10,500 $243K 0.06% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,074 $233K 0.03% +31 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,023 $232K 0.01% -571 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 9,957 $230K 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,852 $228K 0.01% -628 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,523 $220K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,286 $215K <0.01% -2,510 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,214 $213K 0.01% -487 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,124 $211K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,103 $210K <0.01% new 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 9,000 $208K 0.05% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,950 $207K 0.01% new 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 8,928 $206K 0.17% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,926 $206K <0.01% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,661 $200K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,234 $121K <0.01% +850 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,076 $71.1K 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 2,616 $60.4K <0.01% -780 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,580 $59.6K <0.01% -2,300 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,300 $53.1K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,100 $48.5K <0.01% +1,000 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,000 $46.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,748 $40.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,683 $38.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,641 $37.9K <0.01% +1,391 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,440 $33.3K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $30.4K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $27.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,162 $27K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,063 $24.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $23.1K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 961 $22.2K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 955 $22.1K <0.01% -500 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 834 $19.3K <0.01% +14 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 833 $19.2K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 800 $18.5K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 748 $17.3K <0.01% +12 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 659 $15.2K <0.01% +359 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $11.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 495 $11.4K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 400 $9.24K 0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 389 $8.99K <0.01% -1,400 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 375 $8.66K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 366 $8.46K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 362 $8.36K <0.01% -228 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 332 $7.67K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $6K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 231 $5.34K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 200 $4.62K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 130 $3K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 84 $1.94K <0.01% new 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.