MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,319,075 $14.6M <0.01% +61,953 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,809,051 $7.91M 1.32% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 975,152 $4.33M 0.45% -38,194 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 946,230 $4.15M <0.01% +81,045 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 754,825 $3.31M 0.11% +357,893 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 689,353 $3.03M <0.01% +60,187 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 671,537 $2.95M 0.01% +237,541 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 662,917 $2.91M <0.01% -21,509 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 572,887 $2.51M 0.01% +108,584 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 567,969 $2.49M <0.01% +286,667 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 460,108 $2.02M <0.01% +133,037 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 447,415 $1.96M <0.01% -42,461 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 436,429 $1.92M <0.01% -8,047 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 380,045 $1.67M 0.03% -1,199 13F-HR/A Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 315,083 $1.38M 0.74% -369,917 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 302,778 $1.33M +639 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 295,887 $1.3M <0.01% +31,414 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 281,692 $1.24M 0.54% +8,749 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 263,658 $1.16M <0.01% +11,697 13F-HR/A Timeline Group EASTERN BANK More: the full row for EASTERN BANK 220,550 $968K 0.02% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 213,900 $939K 0.04% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 177,634 $780K <0.01% +49,581 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 150,084 $659K 0.09% +15,117 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 146,000 $641K 0.08% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 136,312 $598K 0.01% +10,995 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 122,700 $539K 0.13% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 112,628 $494K 0.06% -3,500 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 107,981 $474K 0.19% -5,945 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 103,471 $454K 0.36% -4,526 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 101,937 $448K 0.04% +61,173 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 101,751 $447K 0.39% +25 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 100,257 $442K 0.03% +47,064 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 100,360 $441K 0.01% -2,657 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 98,963 $434K 0.12% -5,031 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 98,070 $431K <0.01% +15,061 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 96,300 $423K 0.01% 0 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 91,750 $403K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 91,627 $402K 0.03% +639 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 86,862 $381K <0.01% +3,808 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 83,917 $368K 0.01% -1,008 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 80,151 $352K 0.02% +983 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 74,817 $328K <0.01% +16 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 69,896 $307K 0.23% -400 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 63,152 $277K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 57,437 $252K 0.04% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 54,759 $240K <0.01% -3,445 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 53,283 $234K <0.01% +39,592 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 50,240 $221K 0.1% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,010 $211K <0.01% +48,010 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 45,737 $201K 0.02% +33 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 44,989 $198K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43,000 $189K 0.06% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 40,052 $176K 0.12% -2,964 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,780 $175K <0.01% +2,063 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,332 $173K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 38,915 $171K <0.01% +1,388 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 38,047 $167K 0.01% +550 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,906 $166K 0.01% +417 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 36,191 $159K 0.02% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 35,566 $156K <0.01% new 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 33,000 $145K 0.1% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 31,904 $140K 0.04% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 31,837 $140K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 30,422 $134K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 29,507 $130K <0.01% +457 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,157 $128K <0.01% +14,037 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 28,024 $123K 0.02% +239 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 26,488 $116K <0.01% +5,941 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,139 $110K <0.01% +2,140 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,000 $110K <0.01% +12,000 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 24,311 $107K 0.02% -10,638 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,042 $106K <0.01% +2,042 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 23,642 $104K 0.1% -31,386 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 23,510 $103K <0.01% +14,711 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 23,470 $103K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 23,193 $102K 0.03% -1,937 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 23,167 $102K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,465 $98.6K <0.01% -175 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,275 $97.8K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,274 $93K <0.01% -1,038 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,755 $91.1K <0.01% +159 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,900 $87.4K <0.01% -1,850 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 19,475 $85.5K 0.02% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,271 $84.6K <0.01% -788 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,220 $84.4K <0.01% +9,220 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 17,345 $76.1K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,797 $70.1K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,931 $69.9K <0.01% +2,000 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,908 $69.8K <0.01% -3,500 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,793 $69.3K <0.01% +507 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 15,215 $66.8K 0.02% -11,904 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 14,798 $65K 0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,750 $60.4K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,651 $59.9K <0.01% +227 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,604 $59.7K <0.01% +213 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,323 $58.5K 0.02% +164 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,104 $57.5K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,100 $57.5K <0.01% +266 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,025 $57.2K <0.01% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,300 $54K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,000 $52.7K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,672 $51.2K <0.01% +238 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,480 $50.4K 0.02% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 11,429 $50.2K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,200 $49.2K <0.01% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 10,000 $43.9K 0.01% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,000 $43.9K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,287 $40.8K <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 7,771 $34.1K <0.01% +400 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,458 $24K <0.01% -365 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,000 $17.6K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,963 $17.4K 0.01% +81 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,900 $17.1K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,000 $17K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,333 $14.6K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,929 $12.9K <0.01% +59 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,750 $12.1K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,450 $10.8K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,300 $10.1K 0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,170 $9.53K <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,300 $5.71K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,065 $4.67K <0.01% +22 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,000 $4.39K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 800 $3.51K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $2.79K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 598 $2.62K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 520 $2.28K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 400 $2K <0.01% -250 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 446 $1.96K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 415 $1.82K <0.01% +9 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 390 $1.71K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 250 $1.1K <0.01% 0 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 202 $887 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 60 $263 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $27 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $13 <0.01% 0 13F-HR Timeline Group 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.