MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,682,226 $27.8M <0.01% -15,679 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,774,575 $18.4M <0.01% -52,535 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,542,027 $16M 0.13% -6,189 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,024,635 $10.6M <0.01% +24,840 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 812,628 $8.43M <0.01% +9,216 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 751,630 $7.79M 0.31% -11,481 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/ 565,929 $5.87M <0.01% +3,483 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 567,862 $5.86M 3% +22,425 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 470,651 $4.88M <0.01% +95,527 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 431,778 $4.48M 2.78% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 411,299 $4.26M <0.01% +9,474 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 351,167 $3.64M 0.01% +21,372 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 299,055 $3.1M <0.01% +30,796 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 262,557 $2.72M <0.01% +210,184 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 250,381 $2.6M <0.01% +24,473 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 225,532 $2.34M 0.62% -25,649 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 219,410 $2.28M 0.03% +153,353 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 194,799 $2.02M <0.01% -1,075 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 193,120 $2M <0.01% -43,122 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 189,064 $1.96M 0.11% +17,176 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 180,989 $1.88M +3,832 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 142,413 $1.48M <0.01% -9,138 13F-HR/A Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 141,208 $1.46M 0.4% +81,607 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 133,710 $1.39M <0.01% +77,253 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 130,672 $1.36M 0.01% +27,035 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 122,700 $1.27M 0.54% +3,750 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 110,379 $1.14M 0.86% +13,921 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 109,768 $1.14M 0.2% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 97,145 $1.01M 0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 92,160 $956K <0.01% +10,758 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 90,535 $939K <0.01% -16,759 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 87,772 $911K 0.25% +2,086 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 84,719 $887K 0.06% -41,150 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 81,285 $843K <0.01% -163,155 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 81,079 $841K 0.02% -9,062 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 79,500 $824K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,456 $824K <0.01% +199 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 77,134 $800K <0.01% +3,612 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 74,072 $768K 0.46% +103 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 70,433 $730K 0.05% +758 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 70,274 $729K 0.51% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 70,095 $727K 0.03% +30 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 69,911 $725K 0.06% +10,240 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 69,678 $723K 0.02% -138 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69,090 $716K <0.01% +94 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 62,268 $646K <0.01% -1,901 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 59,911 $621K 0.01% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 58,363 $605K 0.16% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 56,706 $588K <0.01% +76 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 56,561 $587K 0.09% +747 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 55,195 $572K 0.11% -86,695 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 51,800 $537K 0.05% +3,000 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,099 $520K <0.01% +37,720 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 46,234 $479K 0.2% +23,832 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 44,460 $461K 0.23% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,296 $449K <0.01% +5,586 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 39,964 $414K 0.25% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,583 $400K 0.01% +38 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 34,598 $359K 0.05% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,324 $356K <0.01% +2,300 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 33,739 $350K 0.04% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,453 $347K <0.01% -7,500 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 32,656 $339K 0.01% -600 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 30,664 $318K 0.02% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 30,471 $316K 0.01% +15 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,427 $308K 0.01% -24,041 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 23,829 $247K <0.01% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 23,495 $244K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,000 $239K 0.01% -11,000 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 22,900 $237K 0.04% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,427 $212K 0.07% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 19,802 $205K 0.13% -2,514 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 17,825 $185K 0.06% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,546 $182K <0.01% 0 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 17,507 $182K 0.06% +23 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 17,400 $180K 0.05% +2,000 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 17,322 $180K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,314 $171K <0.01% +365 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,053 $166K <0.01% +91 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,657 $162K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,149 $157K <0.01% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 14,376 $149K 0.06% -2,355 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,349 $149K 0.03% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,785 $143K 0.01% -11,101 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,302 $138K <0.01% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,080 $136K 0.06% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,014 $135K <0.01% +238 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,834 $134K 0.01% +234 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,061 $130K 0.01% +10,061 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,173 $126K 0.03% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 12,154 $126K 0.01% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,152 $126K 0.02% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,964 $124K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,949 $124K <0.01% +35 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,942 $124K <0.01% -640 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,918 $124K 0.08% -13,957 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,500 $119K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,038 $114K <0.01% +6,768 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,000 $114K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,509 $109K <0.01% -5,838 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,500 $109K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,291 $107K <0.01% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $104K 0.04% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,000 $104K 0.04% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,000 $104K <0.01% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 10,000 $104K 0.02% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 10,000 $101K 0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,717 $69.7K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,000 $62.2K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,347 $34.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,000 $31.1K <0.01% -1,600 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,750 $28.5K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,250 $23.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,924 $20K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,833 $19K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $15.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $12.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,062 $11K <0.01% +20 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,000 $10.4K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $10.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 700 $7.26K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 403 $4.18K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 339 $3.52K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 329 $3.41K <0.01% 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) 19 $197 <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 11 $114 <0.01% 0 13F-HR Timeline 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.