UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,531,290 $23.2M 0.01% +15,932 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 956,400 $14.5M 0.66% +298,219 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 527,231 $7.99M 0.07% +59,204 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 518,404 $7.85M 0.03% +3,897 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 515,007 $7.8M <0.01% -6,112 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 494,574 $7.49M 0.11% -1,000 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/ 462,289 $7M <0.01% -8,334 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 460,292 $6.97M <0.01% +15,526 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 300,100 $4.55M <0.01% 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 207,963 $3.15M 0.06% -44,123 13F-HR/A Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 207,378 $3.14M <0.01% +4,815 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 194,029 $2.94M 0.07% -3,879 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 161,594 $2.45M <0.01% +29,161 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 137,388 $2.08M <0.01% +43,948 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 107,771 $1.63M 0.73% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 105,741 $1.6M <0.01% +20,188 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 105,116 $1.59M <0.01% -2,194 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 101,577 $1.54M <0.01% +3,179 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 90,037 $1.36M 0.91% -9,843 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,684 $919K <0.01% +1,300 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 56,960 $863K 0.07% +4,325 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 53,924 $817K 0.02% -317 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 52,807 $800K 0.7% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 52,365 $793K <0.01% 0 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 50,356 $763K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 48,207 $730K 0.01% +5,609 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 44,563 $675K 0.13% +2,200 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 36,604 $555K 0.02% +61 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,529 $538K <0.01% +1,900 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,182 $472K <0.01% -1,571 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 31,094 $471K 0.28% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 30,501 $462K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,036 $455K <0.01% +477 13F-HR/A Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 29,070 $440K 0.47% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 29,000 $439K 0.03% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,118 $426K <0.01% +22 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,026 $409K <0.01% +3,926 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 26,756 $405K 0.07% +6,390 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,351 $399K 0.01% +13,382 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 26,080 $395K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,830 $376K <0.01% 0 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 24,310 $368K 0.03% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 23,550 $357K 0.07% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 22,195 $336K <0.01% 0 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 21,212 $316K 0.06% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 20,037 $304K 0.08% -689 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 19,701 $298K 0.16% +198 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,800 $285K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18,469 $280K 0.01% 0 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 16,570 $251K 0.16% +2,895 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 15,375 $233K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,171 $215K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,250 $183K 0.07% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,040 $182K 0.05% -4,827 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,060 $180K <0.01% +14 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,591 $176K 0.01% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 11,521 $175K 0.04% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 11,282 $171K 0.08% +155 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,196 $154K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,000 $152K <0.01% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,634 $146K 0.01% +131 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,718 $132K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,959 $121K <0.01% -2,188 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,653 $101K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,914 $89.6K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,401 $81.8K <0.01% -1,800 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,491 $68K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,375 $51.1K <0.01% +1,703 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,125 $47.3K 0.03% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,394 $36.3K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,815 $27.5K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,554 $24K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,285 $19.5K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 829 $12.6K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 788 $11.9K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 666 $10.1K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 602 $9.12K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 510 $7.73K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 402 $6.1K <0.01% +5 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 375 $5.68K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 354 $5.36K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 334 $5.06K <0.01% -666 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 285 $4.32K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 255 $3.86K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $30 <0.01% -1,994 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $15 <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.