MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,025,897 $57.7M <0.01% +18,077 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,333,319 $31.9M 4.22% -8,477 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,310,147 $12.6M <0.01% +72,442 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 983,329 $9.42M 0.03% +677,629 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 954,053 $9.14M <0.01% +20,928 13F-HR Timeline OAK HILL ADVISORS LP More: the full row for OAK HILL ADVISORS LP 906,116 $8.68M 1.84% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 822,053 $7.86M <0.01% +621,753 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 778,898 $7.46M 0.07% +3,855 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/ 623,453 $5.97M <0.01% -166,540 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 467,747 $4.48M <0.01% -28,648 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 405,607 $3.89M 0.01% 0 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 388,050 $3.72M 0.61% -4,350 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 371,824 $3.56M 0.01% +8,484 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 298,548 $2.86M 0.12% +130,677 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 295,308 $2.83M <0.01% -343,440 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 292,030 $2.8M 0.01% +18,181 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 290,878 $2.79M 0.01% +61,595 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 276,832 $2.65M 0.02% +4,690 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 261,683 $2.51M <0.01% +26,171 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 163,588 $2.32M 1.65% -73,421 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 220,408 $2.11M <0.01% 0 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 199,565 $1.91M 0.03% +133,240 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 197,516 $1.89M 0.51% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 194,050 $1.86M 0.64% +3,039 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 179,409 $1.72M 0.51% +3,800 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 172,529 $1.65M <0.01% +6,222 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 172,340 $1.65M 0.42% +5,442 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 170,393 $1.63M <0.01% +9,849 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 129,403 $1.24M 0.02% -25,947 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 126,877 $1.22M 0.11% +11,361 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 123,844 $1.19M 0.04% +37,837 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 122,892 $1.18M 0.11% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 107,786 $1.03M <0.01% +16,177 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 99,522 $953K <0.01% +3,505 13F-HR Timeline Group Robbins Farley More: the full row for Robbins Farley 93,004 $891K 0.47% +2,042 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 92,652 $888K <0.01% -1,895 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 83,607 $801K <0.01% +2,303 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 81,513 $781K <0.01% -1,580 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 80,772 $774K 0.52% -1,029 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 73,878 $708K 0.02% -31,574 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 72,530 $695K <0.01% -2,531 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 70,651 $677K 0.01% +5,596 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 69,696 $668K 0.35% -1,670 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 64,689 $620K 0.58% -28 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 62,510 $599K 0.06% +4,000 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 61,364 $588K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 61,074 $585K <0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,445 $560K <0.01% +32,702 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 58,377 $559K 0.41% +11,731 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,770 $515K <0.01% -11,232 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 52,763 $505K 0.03% +1,038 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,511 $493K 0.01% -3,420 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 51,340 $492K 0.47% -14,439 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,617 $427K <0.01% -152,229 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 44,300 $424K 0.02% +5,000 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 39,187 $375K 0.19% -614 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,019 $374K <0.01% -1,014 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 37,460 $359K 0.15% +4,611 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 36,931 $354K 0.05% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 36,700 $352K 0.01% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 36,510 $350K 0.1% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 36,000 $345K 0.04% -37,900 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,602 $312K <0.01% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 32,320 $310K 0.11% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 31,900 $306K <0.01% +10,200 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 31,398 $301K 0.06% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 31,297 $300K 0.05% +738 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 30,362 $291K 0.26% +500 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 28,168 $270K <0.01% -117,790 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,065 $269K <0.01% -2,112 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 26,813 $257K 0.01% -164 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 26,404 $253K 0.59% -484 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 25,992 $249K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,500 $235K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 24,189 $232K 0.02% -673 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,108 $231K <0.01% -43,657 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,250 $223K 0.01% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 22,000 $211K 0.07% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 20,300 $194K 0.13% 0 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 20,000 $192K <0.01% -12,014 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,000 $192K 0.02% +7,000 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,937 $191K <0.01% new 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 19,859 $190K 0.1% -449 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,735 $189K <0.01% +27 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 19,668 $188K 0.14% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 19,500 $187K 0.05% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 19,002 $182K <0.01% -1 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,953 $182K <0.01% +3,569 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,508 $172K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 16,012 $153K <0.01% +564 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 15,514 $149K 0.09% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,018 $144K <0.01% +26 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,469 $139K <0.01% -8,779 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,504 $129K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,315 $128K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,235 $127K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 13,000 $125K <0.01% +3,000 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,962 $124K <0.01% -3,019 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 12,495 $120K 0.08% 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. 12,477 $120K <0.01% +330 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,879 $114K <0.01% -11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,707 $112K <0.01% 0 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,572 $111K 0.02% -170 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 10,743 $103K 0.05% +170 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,648 $102K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,342 $99.1K <0.01% +1,123 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 10,137 $97.1K 0.09% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,045 $96.2K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,000 $95.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,514 $72K 0.01% 0 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,358 $60.9K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,342 $51.2K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 4,519 $43.3K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,000 $38.3K <0.01% +3,000 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,962 $33.6K <0.01% -1,200 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,500 $33.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,143 $30.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,724 $26.1K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,625 $15.6K <0.01% 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,350 $12.9K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,162 $11.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,100 $10.5K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,121 $10K <0.01% +1,120 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,023 $9.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,000 $9.58K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 923 $8.84K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 818 $7.84K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 670 $6.42K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 666 $6.38K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 597 $5.72K <0.01% +14 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 596 $5.71K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 535 $5.12K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 516 $4.94K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 500 $4.79K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 430 $4.12K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 404 $3.87K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 307 $2.94K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 50 $475 <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) 6 $57 <0.01% +4 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2 $19 <0.01% -1,393 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1 $10 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -11,455 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.