MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,610,415 $28.2M <0.01% +81,733 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,852,977 $20M <0.01% +26,574 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,592,392 $17.2M 0.14% +32,666 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 869,937 $9.4M <0.01% 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 752,536 $8.13M <0.01% -18,127 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 621,534 $6.72M 0.3% +412,051 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/ 545,001 $5.89M <0.01% +64,387 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 517,997 $5.6M 2.9% -10,676 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 485,055 $5.24M 0.01% -51,669 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 431,778 $4.67M 2.96% -7,485 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 393,775 $4.26M <0.01% +2,550 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 342,845 $3.71M 0.04% +58,928 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 321,708 $3.48M 0.01% +39,280 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 264,093 $2.85M 0.8% -33,976 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 242,494 $2.62M <0.01% +1,016 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 242,248 $2.62M <0.01% +28,907 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 230,726 $2.49M <0.01% -12,857 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 204,815 $2.21M <0.01% +77,564 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 187,409 $2.03M <0.01% +12,885 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 181,051 $1.96M 0.02% +29,715 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 166,695 $1.8M -12,968 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 156,831 $1.7M <0.01% -13,757 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 139,844 $1.51M 0.12% +1,032 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,076 $1.23M <0.01% -12,424 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 113,950 $1.23M 0.49% +15,450 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 113,462 $1.23M 0.08% +35,321 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 112,369 $1.21M 0.24% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 101,174 $1.09M <0.01% -33,855 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 91,775 $992K 0.01% 0 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 91,567 $990K 0.79% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 91,354 $988K 0.01% +12,509 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 86,985 $940K <0.01% -12,734 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 84,277 $911K 0.31% +2,976 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 79,772 $862K 0.6% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,145 $834K 0.01% +10,729 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 70,047 $757K 0.03% +36 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 68,998 $746K 0.26% +11,241 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 68,776 $743K 0.02% -1,029 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 66,863 $723K 0.06% -15,866 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,821 $722K 0.01% -396,606 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 62,479 $675K 0.73% -19,000 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 61,300 $663K <0.01% 0 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 59,911 $648K 0.01% -5,613 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 59,427 $642K 0.03% +18,301 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,359 $642K <0.01% +51,658 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 58,778 $635K 0.06% +18,557 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 56,276 $618K 0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 57,024 $616K 0.14% +3,320 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,416 $610K <0.01% +1,971 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 54,071 $585K <0.01% -6,591 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 54,010 $584K 0.02% +2,300 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 51,582 $558K 0.02% +4,477 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,373 $555K <0.01% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 48,800 $528K 0.05% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 47,772 $516K 0.38% +22,542 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 44,460 $481K 0.28% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 42,470 $459K 0.32% -27,614 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,432 $405K <0.01% +14,431 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 36,820 $398K 0.06% -380 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 36,375 $393K 0.31% +7,089 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 35,756 $387K 0.01% -4,750 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 33,739 $365K 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,688 $364K <0.01% -3,997 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,024 $346K <0.01% -72,243 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 25,875 $280K 0.27% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,787 $279K 0.01% +18 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 23,804 $278K <0.01% -23,804 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 25,664 $277K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,121 $272K 0.01% +13,572 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 23,066 $262K 0.18% +3,348 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 22,402 $242K 0.08% 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 22,316 $241K 0.16% 0 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. 19,537 $211K 0.02% new 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 18,986 $205K 0.15% -13,007 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 18,659 $202K <0.01% +6,656 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 17,470 $189K 0.07% +28 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 17,322 $187K <0.01% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 16,951 $183K 0.09% -1,785 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,906 $172K <0.01% +112 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,657 $169K 0.01% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 15,547 $168K 0.06% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,149 $164K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,349 $155K 0.03% +2,646 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,000 $150K 0.01% +171 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 13,525 $146K 0.04% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,530 $142K <0.01% 0 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,080 $141K 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,871 $139K <0.01% new 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,173 $132K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 12,154 $131K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,055 $130K 0.01% +346 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,985 $130K <0.01% -1,067 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,964 $129K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,892 $129K <0.01% +43 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,500 $124K 0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,425 $124K <0.01% +1,425 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,071 $120K <0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,000 $119K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 10,797 $117K 0.04% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,500 $114K 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,291 $111K <0.01% +291 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,110 $109K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,000 $109K 0 Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 10,000 $108K 0.02% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $108K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,639 $71.8K 0.01% +78 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,500 $70.3K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,270 $46.2K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,347 $36.2K <0.01% +1,733 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,919 $31.6K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,750 $29.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,600 $28.1K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,250 $24.3K <0.01% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,924 $21K <0.01% +1,611 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,737 $18.8K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $16.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $13K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $10.8K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 958 $10.4K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 806 $8.71K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 729 $7.88K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 700 $7.57K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $119 <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) 9 $97 <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $11 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.