1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 794,382 $7.51M 0.54% -8,054 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 638,002 $6.03M <0.01% -35,201 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 571,194 $5.4M 0.45% -47,519 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 426,167 $4.03M <0.01% +31,177 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 305,270 $2.88M 0.02% +102,038 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 274,739 $2.6M 0.09% -21 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 181,427 $1.71M 1.4% +20,878 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 153,276 $1.45M 0.75% -2,320 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/ 146,467 $1.38M <0.01% +1,552 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 143,331 $1.35M <0.01% -11,580 13F-HR Timeline Group CROBAN More: the full row for CROBAN 137,216 $1.3M 0.61% +14,470 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 114,492 $1.08M <0.01% +5,802 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 92,138 $871K 0.06% +5,809 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 84,786 $801K <0.01% +277 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 73,628 $696K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 57,081 $539K <0.01% -500 13F-HR/A Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 48,668 $460K 0.1% +4,721 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,544 $393K <0.01% +2,502 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 41,500 $392K <0.01% +2,500 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,373 $382K <0.01% +7,411 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 39,043 $369K <0.01% +5,628 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,105 $341K <0.01% +13,269 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 34,350 $325K 0.02% +2,250 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 31,553 $298K 0.02% -2,500 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,260 $277K <0.01% -30 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 28,969 $274K 0.24% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 28,837 $273K 0.02% +569 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 26,500 $250K 0.17% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,961 $245K <0.01% +2,066 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,627 $233K <0.01% +5,147 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,443 $231K <0.01% +24 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 24,229 $229K 0.05% -172 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,134 $219K <0.01% +6,530 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,571 $213K <0.01% -5,604 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 21,500 $203K <0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,757 $177K <0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,240 $170K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,066 $152K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,702 $148K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,200 $144K <0.01% 0 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 14,765 $140K 0.06% +50 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,500 $118K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,595 $110K <0.01% -27,055 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,500 $109K 0.01% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,400 $108K 0.03% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,061 $105K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 10,911 $103K <0.01% +11 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,000 $56.7K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,706 $53.9K <0.01% 0 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 800 $7.58K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 590 $5.58K <0.01% +3 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.