MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,899,423 $91.6M <0.01% +437,534 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 7,094,331 $82.3M 3.91% -805,024 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,507,211 $51.3M 1.46% -189,476 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 2,414,908 $28M 0.81% -201,986 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,362,187 $27.4M 0.18% +246,118 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/ 1,818,147 $21.1M <0.01% +102,313 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,679,293 $19.5M <0.01% +564,869 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 1,632,324 $18.9M 8.36% 0 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,594,019 $18.5M 0.62% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,356,783 $15.7M <0.01% +93,556 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,194,747 $13.9M 0.01% +30,234 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,056,807 $12.3M <0.01% -24,713 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 908,384 $10.5M <0.01% +31,047 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 838,561 $9.73M 0.81% -104,422 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 816,794 $9.47M 0.18% -293,892 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 524,837 $6.09M 0.37% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 449,689 $5.22M 0.01% +20,793 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 387,186 $4.49M 0.01% -5,562 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 401,225 $4.46M 2.49% -42,492 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 354,755 $4.12M <0.01% +71,184 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 353,539 $4.1M 0.06% +113,136 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 351,158 $4.07M 0.02% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 336,812 $3.91M <0.01% +23,251 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 283,121 $3.28M 0.89% -2,071 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 269,000 $3.12M 1.33% -1,000 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 267,403 $3.1M <0.01% +25,142 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 257,407 $2.99M 0.01% -268,251 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 256,126 $2.97M 0.01% +21,891 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 242,422 $2.81M <0.01% -2,161 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 223,331 $2.59M 1.4% -12,427 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 220,828 $2.56M 0.01% -6,622 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 210,024 $2.44M <0.01% -21,500 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 208,789 $2.42M <0.01% +18,055 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 191,941 $2.23M 0.36% -47,655 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 188,139 $2.18M 0.11% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 177,724 $2.06M <0.01% +55,025 13F-HR/A Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 174,894 $2.03M <0.01% +290 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 163,260 $1.89M <0.01% +4,434 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 157,180 $1.82M <0.01% +20,868 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 152,738 $1.77M 0.02% +854 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 133,892 $1.55M 0.71% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 128,224 $1.49M 0.07% +142 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 121,927 $1.42M 0.25% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 118,534 $1.37M 0.03% -2,291 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 115,919 $1.35M 0.3% +14,541 13F-HR Timeline Group KIM, LLC More: the full row for KIM, LLC 109,137 $1.27M 0.17% +560 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 100,201 $1.16M <0.01% -21,422 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 99,798 $1.16M <0.01% +14,560 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 95,700 $1.11M 0.02% +9,523 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 95,698 $1.11M 0.01% -54,336 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 83,655 $970K 0.05% -1,158 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 85,957 $967K 0.02% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 82,345 $955K 0.01% -636 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 81,213 $942K 0.02% +14,298 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 80,894 $938K 0.01% +7,268 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 79,784 $925K 0.27% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 79,429 $921K <0.01% +7,407 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 78,050 $905K 0.01% +8,033 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,877 $903K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 70,909 $823K 0.08% -2,402 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 67,786 $786K <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 67,765 $786K <0.01% +18,715 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 65,032 $754K <0.01% +7,708 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 64,000 $742K 0.2% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 62,416 $724K <0.01% -690 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 53,680 $623K 0.24% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,735 $600K <0.01% -458 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 51,353 $596K 0.03% +15,744 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 48,838 $567K 0.07% -1,544 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 47,943 $556K 0.12% +8,480 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 45,706 $530K 0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 44,489 $516K 0.15% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 43,607 $506K 0.02% +41,405 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 42,837 $497K 0.06% +4,200 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,308 $479K <0.01% -9,421 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,916 $475K <0.01% +4,914 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 40,194 $466K 0.04% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,547 $459K <0.01% +8,592 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 39,639 $436K 0.01% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 37,007 $429K 0.09% -500 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 35,108 $407K 0.02% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 34,762 $403K 0.02% -1,733 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32,930 $382K 0.26% +3,019 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 32,208 $374K <0.01% +103 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 31,856 $370K 0.17% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,183 $362K <0.01% +1,056 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 30,936 $359K <0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,689 $356K <0.01% +502 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,265 $351K <0.01% +953 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,948 $336K <0.01% +6,858 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 28,203 $327K 0.02% 0 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 28,000 $325K 0.06% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,914 $312K <0.01% +8,551 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,100 $303K 0.01% +6,994 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 25,963 $301K 0.06% -46,292 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,953 $301K <0.01% +621 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,656 $298K <0.01% -1,762 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 24,505 $286K 0.21% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 24,505 $284K 0.02% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 24,130 $280K 0.09% +56 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,681 $275K 0.1% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,367 $272K <0.01% -3,389 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 22,000 $255K 0.04% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,311 $247K <0.01% new 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 20,591 $239K 0.16% 0 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 20,000 $232K 0.08% +10,000 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,517 $226K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,511 $226K <0.01% +1,824 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,026 $221K <0.01% +2,919 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 18,094 $210K 0.01% -8,417 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 17,772 $206K 0.18% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,660 $205K 0.01% -31 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 17,559 $204K 0.01% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 17,304 $201K 0.06% -1,625 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,111 $198K 0.01% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 17,100 $198K 0.16% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,996 $197K 0.06% +100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,729 $194K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,503 $191K <0.01% +704 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,000 $186K 0.01% 0 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 16,000 $186K <0.01% +1,000 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,780 $183K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,008 $174K <0.01% -615 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 14,962 $174K 0.01% +83 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,713 $173K <0.01% -24 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 14,442 $168K <0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 13,932 $162K 0.07% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 13,639 $158K 0.21% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,420 $144K <0.01% +20 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,305 $143K 0.01% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 12,159 $141K 0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,033 $140K <0.01% -4,113 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,955 $139K <0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,905 $138K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,460 $133K <0.01% -19,913 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 11,426 $133K 0.13% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,331 $131K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,319 $131K <0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,252 $131K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,193 $130K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,192 $130K 0.01% -874 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,165 $130K <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. 11,006 $128K <0.01% -1,481 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,974 $127K 0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10,962 $123K 0.01% +94 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,548 $122K 0.06% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,325 $120K <0.01% -2,052 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,117 $117K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,107 $117K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,051 $116K <0.01% -17 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,000 $116K <0.01% -7,807 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,000 $116K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,619 $112K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,243 $107K <0.01% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,009 $105K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,000 $104K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 7,927 $92K 0.06% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,760 $90K <0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 7,000 $81.2K 0.05% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,599 $76.5K 0.04% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,534 $75.8K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,952 $57.4K <0.01% -494 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,601 $53.4K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,439 $51.5K <0.01% -478 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,980 $46.2K 0.01% -2,855 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,560 $41.3K <0.01% +355 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,194 $37K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,133 $36.3K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,931 $34K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 2,781 $32.3K 0.03% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,814 $32K <0.01% +1,876 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,321 $26.9K <0.01% +1,255 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,149 $24.8K 0.02% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,086 $24.2K <0.01% -95 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,811 $21K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,774 $20.6K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,553 $18K <0.01% +1,333 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,348 $15.6K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,300 $15K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,200 $13.9K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,055 $12.2K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,100 $12K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 987 $11.4K 0.01% +100 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 987 $11.4K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 932 $10.8K <0.01% 0 13F-HR/A Timeline Group Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 900 $10.4K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 860 $9.98K <0.01% +9 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 755 $8.75K <0.01% +8 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 748 $8.68K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 726 $8.42K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 724 $8.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 612 $7.1K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 571 $6.62K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 524 $6.08K <0.01% -701 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 448 $5K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 349 $4.04K <0.01% +103 13F-HR Timeline CNB Bank More: the full row for CNB Bank 332 $3.85K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 308 $3.57K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 299 $3.47K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 197 $2.29K <0.01% new 13F-HR Timeline