MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,159,709 $12.8M <0.01% +20,593 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 823,277 $9.11M <0.01% +25,682 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 814,092 $9.01M 0.07% -21,144 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 807,458 $8.94M 0.32% +468,224 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 413,018 $4.57M 2.68% +52 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 398,018 $4.41M <0.01% -3,782 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 340,948 $3.77M <0.01% -46,024 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/ 331,047 $3.66M <0.01% -11,823 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 240,608 $2.66M 0.01% +4,017 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 205,784 $2.28M 0.03% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 202,931 $2.25M 0.04% -112,349 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 165,033 $1.83M <0.01% -17,715 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 163,049 $1.8M <0.01% +13,591 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 155,127 $1.72M 0.2% +3,744 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 148,533 $1.64M <0.01% -19,746 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 138,094 $1.53M <0.01% -26,846 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 101,689 $1.13M <0.01% +19,675 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 97,948 $1.08M 0.08% +1,350 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 93,607 $1.04M 0.68% +3,827 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 93,186 $1.03M <0.01% -4,346 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 87,767 $972K <0.01% +9,978 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 87,056 $964K 0.01% -1,118 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 85,478 $946K <0.01% +1,318 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 69,637 $771K <0.01% +20,184 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 67,518 $747K 0.01% -8,164 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,497 $681K <0.01% -12,476 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 61,000 $675K 0.04% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 44,216 $489K <0.01% -75 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 43,614 $483K <0.01% -22,001 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 924,331 $423K 0.24% +886,136 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 35,001 $387K 0.23% -35,355 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,383 $381K 0.01% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 33,751 $374K 0.01% +18,090 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,427 $359K <0.01% -50,089 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,157 $345K <0.01% 0 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 27,414 $303K 0.17% +391 13F-HR/A Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 27,156 $301K 0.31% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,750 $263K <0.01% +1,800 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,170 $223K 0.01% +2,570 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,278 $223K 0.01% +283 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,615 $206K 0.03% -250 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 18,000 $199K 0.04% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,675 $196K 0.03% +252 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,551 $194K <0.01% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 15,906 $176K 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,808 $175K <0.01% -784 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,666 $173K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,959 $166K <0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 14,861 $165K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,720 $163K <0.01% -2,587 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,062 $156K <0.01% +201 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,997 $155K 0.01% +3,789 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 13,630 $151K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,507 $150K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,500 $149K <0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,413 $148K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,433 $138K 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 10,992 $122K 0.07% -7,564 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,771 $119K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,289 $114K <0.01% +52 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,250 $113K <0.01% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,000 $111K 0.11% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $111K 0.04% 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. 9,945 $110K <0.01% -2,668 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,230 $91.1K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,000 $44.3K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,347 $37.1K <0.01% 0 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 2,980 $33K 0.01% +523 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,700 $29.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,500 $27.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,392 $26.5K <0.01% -55 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,066 $22.9K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,902 $21.1K <0.01% +27 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,675 $18.6K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,672 $18.5K <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 1,553 $17.2K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 814 $9.01K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 421 $4.66K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 289 $3.2K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 239 $2.65K <0.01% new 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 200 $2.21K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 13 $144 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $11 <0.01% 0 13F-HR Timeline