MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,697,905 $29.4M <0.01% +87,490 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,827,110 $19.9M <0.01% -25,867 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,548,216 $16.9M 0.16% -44,176 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 999,795 $10.9M <0.01% +129,858 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 803,412 $8.77M <0.01% +50,876 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 763,111 $8.33M 0.37% +141,577 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/ 562,446 $6.14M <0.01% +17,445 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 545,437 $5.95M 3.11% +27,440 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 431,778 $4.71M 3.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 401,825 $4.38M 0.01% -83,230 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 375,124 $4.09M <0.01% -18,651 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 339,811 $3.71M 0.04% -3,034 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 329,795 $3.6M 0.01% +8,087 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 268,259 $2.93M <0.01% +25,765 13F-HR/A Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 251,181 $2.74M 0.77% -12,912 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 244,440 $2.67M <0.01% +2,192 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 236,242 $2.58M 0.01% +31,427 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 225,908 $2.46M <0.01% -4,818 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 195,874 $2.14M <0.01% +8,465 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 178,752 $1.95M 0.02% -2,299 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 177,157 $1.93M +10,462 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 171,888 $1.88M 0.12% +58,426 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151,551 $1.65M <0.01% -5,280 13F-HR Timeline Group Summit X, LLC More: the full row for Summit X, LLC 141,890 $1.55M 0.33% +84,866 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 125,869 $1.37M 0.12% -13,975 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 118,950 $1.3M 0.57% +5,000 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 109,768 $1.2M 0.23% -2,601 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,294 $1.17M <0.01% -6,782 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 103,637 $1.13M 0.01% +12,283 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 97,145 $1.06M 0.02% +5,370 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 96,458 $1.05M 0.87% +4,891 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 90,141 $983K 0.03% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 85,686 $935K 0.28% +1,409 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,402 $888K <0.01% -5,583 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 79,500 $867K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,257 $865K 0.01% +2,112 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 73,969 $807K 0.5% +11,490 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 73,522 $802K <0.01% +19,451 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 70,274 $767K 0.62% +22,502 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 70,065 $764K 0.03% +18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 69,816 $762K 0.02% +1,040 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 69,675 $760K 0.06% +2,812 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68,996 $753K <0.01% +9,637 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,057 $721K 0.01% -764 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 64,169 $700K <0.01% -37,005 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 59,911 $654K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 59,671 $651K 0.06% +893 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 59,601 $650K 0.21% -9,397 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,457 $616K <0.01% +41 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 56,630 $612K 0.01% +354 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 55,814 $609K 0.12% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 53,468 $587K 0.02% -5,959 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,373 $571K <0.01% +1,000 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 48,800 $532K 0.05% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 44,460 $485K 0.28% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,953 $447K <0.01% +7,265 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 39,964 $436K 0.29% -2,506 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,545 $421K 0.02% +13,424 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,710 $411K <0.01% new 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 37,565 $410K 0.33% +1,190 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 34,598 $377K 0.06% -2,222 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 34,000 $371K 0.01% -20,010 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 33,739 $368K 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 33,256 $363K 0.01% -2,500 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,024 $349K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 30,456 $332K 0.01% +4,669 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 27,025 $295K 0.02% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 25,875 $282K 0.22% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,886 $272K 0.01% -26,696 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 23,541 $257K 0.05% -2,123 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 22,402 $244K 0.11% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 22,316 $243K 0.16% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 18,986 $207K 0.16% 0 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 17,825 $194K 0.07% +4,300 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,546 $191K <0.01% new 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 17,484 $191K 0.08% +14 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 17,322 $189K <0.01% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 16,731 $183K 0.09% -220 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,363 $179K <0.01% +4,378 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,347 $178K <0.01% +3,476 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,949 $176K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,962 $174K <0.01% +56 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,657 $171K 0.02% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 15,547 $170K 0.05% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 15,464 $169K 0.12% -64,308 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 15,400 $168K 0.05% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,149 $165K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,349 $157K 0.03% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,080 $143K 0.07% 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/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,859 $140K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,776 $139K <0.01% +721 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,600 $138K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,582 $137K <0.01% -24,850 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,379 $135K <0.01% new 13F-HR/A Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,173 $133K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 12,154 $133K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,964 $131K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,914 $130K <0.01% +22 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,500 $125K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,000 $120K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 10,797 $118K 0.08% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,500 $115K 0.06% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,418 $114K <0.01% -13,386 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,291 $113K <0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,000 $109K <0.01% -1,425 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 10,000 $109K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $109K 0.04% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 10,000 $105K 0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,717 $73.3K 0.01% +78 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,000 $65.5K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,600 $50.2K <0.01% +2,000 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,270 $46.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,347 $36.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,750 $30K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,250 $24.5K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $21.8K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,000 $21.8K <0.01% -12,000 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,924 $21K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,833 $20K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,737 $19K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $16.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $13.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,042 $11.4K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $10.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 700 $7.64K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 403 $4.4K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 339 $3.7K <0.01% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 232 $2.53K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $120 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 0 $63 <0.01% -958 13F-HR Timeline Amount filed as zero, left out of ratios. 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.