MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,685,642 $54M <0.01% +53,914 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,201,303 $44.3M 0.01% -63,873 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/ 1,458,769 $29.4M <0.01% +155,996 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 840,344 $16.9M <0.01% +120,907 13F-HR/A Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 624,406 $12.6M 1.6% +638 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 398,083 $8.01M 2.79% +321,586 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 387,327 $7.79M 0.24% -29,902 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 367,874 $7.4M <0.01% -1,829 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 311,443 $6.27M 0.58% -591 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 305,677 $6.15M <0.01% +19,855 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 297,267 $5.98M <0.01% -53,210 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 294,978 $5.93M <0.01% -24,108 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 233,157 $4.69M 0.02% +10,926 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 200,737 $4.04M <0.01% +10,819 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 186,038 $3.74M 0.01% +3,131 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 174,979 $3.52M 0.01% +26,951 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 170,543 $3.43M 0.03% +2,821 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 138,333 $2.78M 0.04% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 134,703 $2.71M 0.05% -35,017 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 128,868 $2.59M <0.01% -20,000 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 122,469 $2.46M <0.01% -5,564 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 118,579 $2.39M 0.59% -3,165 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 115,801 $2.33M 0.01% +1,059 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 113,239 $2.28M 0.08% -6,386 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 112,600 $2.27M 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 111,568 $2.24M <0.01% -2,825 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 96,504 $1.94M <0.01% +3,532 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 92,351 $1.86M 0.26% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 88,776 $1.79M 0.03% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 85,374 $1.72M 0.35% -439 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 82,000 $1.65M 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 80,717 $1.62M 0.09% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 71,082 $1.43M <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 70,827 $1.43M +7,158 Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 70,634 $1.42M 1.29% +2,438 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 62,088 $1.25M <0.01% +981 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 54,619 $1.12M <0.01% -23,236 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 49,372 $993K 1.11% +616 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,353 $929K <0.01% +3,903 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 38,924 $783K 0.04% +162 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,134 $707K <0.01% +6 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 32,103 $646K 0.25% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 30,892 $622K 0.02% +266 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,786 $599K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,555 $595K <0.01% +11,451 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28,557 $575K 0.49% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,351 $550K <0.01% +8,172 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,004 $543K 0.01% +89 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 26,563 $543K 0.03% +895 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 25,356 $510K <0.01% +16,070 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 23,545 $474K 0.17% -24,363 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 23,500 $473K 0.21% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,209 $447K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,778 $438K 0.01% -439 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,265 $408K <0.01% +23 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 19,764 $398K 0.14% +2,095 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 19,267 $388K <0.01% -24,235 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 19,243 $387K 0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,805 $378K 0.04% -211 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,578 $374K 0.01% -228 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,303 $368K 0.01% +2,648 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,733 $363K 0.06% -233 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 17,811 $358K 0.03% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 17,498 $352K 0.36% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,033 $343K <0.01% +8,107 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 16,650 $335K 0.08% -525 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,125 $324K <0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 15,467 $311K 0.04% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,753 $277K <0.01% -10,228 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,743 $277K 0.06% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 13,473 $271K 0.08% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,329 $268K <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 13,264 $267K 0.01% +1,175 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,893 $239K 0.03% +1,819 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,255 $226K <0.01% 0 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 11,075 $223K 0.06% +85 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11,000 $221K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,659 $214K <0.01% new 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 10,500 $211K 0.06% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,068 $203K 0.01% +45 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 10,010 $201K 0.12% -34,894 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 9,957 $200K 0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,613 $133K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,234 $105K <0.01% 0 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,670 $94K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,076 $61.9K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,630 $52.9K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,619 $52.7K <0.01% +39 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 $52.6K <0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,300 $46.3K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,100 $43.5K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,000 $40.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,750 $35.2K <0.01% +2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,683 $33.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,641 $33K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,440 $29K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,000 $26.6K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $24.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,162 $23.8K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,111 $22.4K 0.02% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 961 $19.3K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 909 $18.3K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 849 $17.1K <0.01% +15 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 800 $16.1K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 750 $15.5K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 762 $15.3K <0.01% +14 13F-HR/A Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 669 $13.5K 0.01% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 602 $12.1K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $10.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 495 $9.96K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 400 $8.05K <0.01% -555 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 400 $8.05K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 389 $7.83K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 384 $7.73K <0.01% -275 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 367 $7.38K 0.03% -22,563 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 362 $7.04K <0.01% 0 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 332 $6.68K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $5K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 200 $4.02K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 200 $4.02K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 150 $3.02K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 95 $1.91K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19 $382 <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2 $31 <0.01% -373 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.