UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,037,473 $63.2M 0.01% +122,456 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,487,599 $40.3M <0.01% -2,966 13F-HR/A Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,950,991 $26.5M 1.51% -2,363,285 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,653,343 $23.8M 0.09% -105,242 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,368,391 $21.3M 0.77% +450,896 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,365,170 $21.2M 1.6% -186,584 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,107,720 $18.9M 0.01% +336,397 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,885,177 $16.9M <0.01% +100,042 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,775,253 $15.9M 0.12% +224,713 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,123,833 $10.1M <0.01% -66,433 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,051,740 $9.45M 0.01% +51,117 13F-HR Timeline Group Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 1,000,000 $8.98M 4.77% -100,000 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/ 900,185 $8.08M <0.01% -25,081 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 757,150 $6.8M 0.01% +97,615 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 716,004 $6.47M 0.17% -68,373 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 646,632 $5.81M 1.8% +95,000 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 632,281 $5.7M <0.01% +200,562 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 619,473 $5.56M 0.9% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 556,908 $5M <0.01% +559 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 474,210 $4.26M 0.07% -564 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 474,056 $4.26M 0.01% -17,026 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 436,955 $3.92M 0.35% -328,201 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 416,230 $3.74M <0.01% -941 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 348,985 $3.13M 0.01% -46,573 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 301,610 $2.71M 0.05% -53,702 13F-HR/A Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 280,363 $2.52M 0.15% -15,095 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 244,833 $2.2M 0.59% +20,057 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 238,716 $2.14M <0.01% -1,656 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 232,552 $2.09M -1,733 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 230,647 $2.07M 0.01% +85,548 13F-HR/A Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 221,333 $1.99M 1.74% -82,235 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 219,104 $1.97M <0.01% +16,285 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 214,755 $1.93M 1.67% +61,233 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 195,885 $1.72M <0.01% +8,949 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 180,840 $1.62M 0.72% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 173,123 $1.55M 0.15% -5,605 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 166,071 $1.49M 0.1% -442 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 148,800 $1.34M 0.24% -375 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 148,414 $1.33M <0.01% +5,733 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 148,378 $1.33M 1.32% +19,419 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 137,065 $1.24M 0.46% +5,000 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 135,000 $1.21M 0.44% -5,000 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 132,210 $1.19M 0.03% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 129,880 $1.17M 0.09% -12,605 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 115,478 $1.04M <0.01% +10,473 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 110,893 $996K <0.01% +6 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 110,500 $992K 0.34% +8,000 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 105,301 $946K 0.65% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 101,587 $912K 0.19% +9,867 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 97,402 $875K 0.01% +6,565 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 96,908 $870K 0.13% +6,910 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 94,170 $846K 0.04% +1,405 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 91,358 $820K 0.98% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 91,163 $819K 0.01% +1,800 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 88,879 $798K <0.01% +2,345 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 85,384 $767K 0.55% -80,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,052 $665K 0.04% +1,986 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 71,090 $638K 0.3% +8,291 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 70,000 $629K 0.15% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 69,396 $624K 0.1% -8,901 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 68,111 $609K <0.01% +41,090 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 66,000 $593K 0.4% 0 13F-HR/A Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 63,060 $566K 0.23% +2,658 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 60,850 $546K 0.03% -330 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 60,045 $539K 0.44% -1,387 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 59,200 $532K 0.34% -20,125 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 58,489 $525K 0.15% -3,539 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 55,224 $496K -29,282 Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 54,116 $486K 0.05% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,372 $479K <0.01% +6,443 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,840 $466K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 50,000 $449K 0.07% 0 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 49,641 $446K 0.01% +104 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 48,399 $435K 0.03% +21,125 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 48,152 $432K 0.01% -197 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 47,906 $430K <0.01% +667 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 47,337 $425K 0.09% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 47,200 $424K 0.07% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 47,026 $422K 0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 46,715 $419K 0.02% new 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 46,356 $416K 0.04% +355 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 44,577 $400K <0.01% +15,030 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 44,486 $399K 0.2% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 43,368 $389K 0.21% -120 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43,000 $386K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 43,000 $386K 0.15% -700 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 43,000 $386K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 42,000 $379K 0.03% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,755 $366K <0.01% +7,264 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 40,619 $365K 0.21% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 39,215 $352K 0.04% -2,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,885 $349K <0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 37,500 $338K 0.01% -4,000 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 36,146 $325K 0.02% +317 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 35,454 $318K 0.01% +639 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 34,221 $307K 0.07% +2,511 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 33,610 $302K 0.02% +376 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,863 $295K <0.01% +7,700 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 32,704 $294K <0.01% -1,322 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 32,674 $293K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 32,379 $291K +1,540 Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 31,683 $284K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,190 $280K <0.01% +544 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,643 $275K <0.01% -1,901 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 29,464 $265K 0.12% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,180 $253K 0.01% +1,532 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 28,052 $252K 0.04% +5,720 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 27,664 $248K 0.11% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 27,370 $246K 0.03% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 26,418 $237K 0.18% +6,152 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 26,346 $237K 0.02% +246 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 26,147 $235K 0.05% +3,200 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26,000 $233K 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,893 $233K <0.01% -18,332 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 25,592 $230K <0.01% +13,962 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 25,445 $228K 0.1% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 24,863 $224K 0.02% -1,015 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 24,600 $221K 0.02% -13,000 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,391 $219K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,168 $217K 0.01% -375 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 23,500 $211K 0.32% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 23,465 $211K 0.01% 0 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,050 $207K <0.01% +3,650 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 22,028 $198K <0.01% -3,155 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 22,000 $198K 0.01% -2,500 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 22,000 $198K 0.13% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 21,755 $195K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,725 $195K <0.01% +2,742 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,518 $193K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 21,200 $190K 0.13% +10,200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,166 $190K <0.01% +225 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 20,850 $187K <0.01% -1,661 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,599 $185K <0.01% +1,019 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,564 $185K <0.01% -9,700 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,939 $180K 0.01% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 20,000 $180K 0.13% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,238 $173K <0.01% -14,709 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,157 $163K <0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,484 $157K <0.01% -2,032 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,409 $156K <0.01% +50 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,000 $153K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,991 $153K <0.01% +19 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,718 $150K <0.01% -2,311 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 16,375 $147K 0.04% +158 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,250 $146K 0.06% 0 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 16,224 $146K <0.01% new 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 16,041 $144K 0.03% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,355 $138K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,128 $136K <0.01% +1,018 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 14,839 $133K 0.01% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,403 $129K 0.05% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,158 $128K 0.01% +15 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 14,152 $127K 0.07% +114 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 14,084 $126K 0.01% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 14,000 $126K 0.02% -11,688 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 13,750 $123K 0.08% -500 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,550 $122K 0.07% +53 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 13,250 $119K 0.03% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,246 $119K 0.05% +147 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,104 $118K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,032 $117K <0.01% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 12,978 $117K 0.03% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 12,917 $116K 0.08% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,845 $115K 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,833 $115K <0.01% -2,500 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,639 $113K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,575 $113K <0.01% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 12,283 $110K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,260 $110K <0.01% +1,170 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 12,255 $110K 0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,039 $108K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,928 $108K <0.01% -10 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,772 $106K <0.01% +11 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,590 $104K <0.01% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,576 $104K 0.1% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 11,550 $104K <0.01% -800 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 11,520 $103K 0.02% new 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 11,500 $103K 0.06% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,270 $101K <0.01% +3,123 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,082 $99.5K <0.01% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,854 $97.5K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,399 $93.7K <0.01% -5,134 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,220 $91.8K <0.01% new 13F-HR Timeline Group Coordinated Financial Services, Inc. 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