UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,357,998 $19.1M <0.01% -94,839 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,015,165 $14.3M 0.58% -34,024 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 822,807 $11.6M 0.09% +193,000 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 508,084 $7.14M 0.1% +500 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 453,799 $6.38M 0.02% -29,441 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/ 446,821 $6.28M <0.01% +5,206 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 427,541 $6.01M <0.01% -13,364 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 417,432 $5.86M <0.01% -23,516 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 256,934 $3.61M <0.01% +2,838 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 215,593 $3.03M <0.01% +1,911 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 197,536 $2.78M 0.05% +2,018 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 184,906 $2.6M <0.01% +3,774 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 158,104 $2.21M <0.01% +4,990 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 130,674 $1.84M <0.01% -6,186 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 108,594 $1.52M <0.01% +10,457 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 99,978 $1.4M <0.01% -7,350 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 97,587 $1.37M 0.02% -31,560 13F-HR/A Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 90,037 $1.27M 0.8% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 63,810 $897K 0.06% +2,250 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 58,951 $828K 0.31% -48,325 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,784 $826K <0.01% +100 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 51,976 $730K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,882 $729K <0.01% +20,174 13F-HR/A Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 49,707 $698K 0.01% -2,750 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 48,789 $685K 0.01% -1,236 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 43,029 $605K 0.1% +7,428 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 41,511 $583K 0.01% +1,531 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 39,464 $554K 0.5% -13,343 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 34,794 $489K <0.01% -1,560 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 31,826 $447K 0.26% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,581 $444K 0.01% +4,530 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 30,501 $429K 0.01% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 30,000 $422K 0.33% 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 29,000 $407K 0.03% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28,108 $395K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,665 $389K <0.01% -3,553 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,700 $375K <0.01% -1,446 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 25,710 $361K 0.03% +500 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 24,607 $346K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 23,550 $331K 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,292 $313K 0.05% -30,417 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 22,195 $312K <0.01% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,893 $308K <0.01% +3,093 13F-HR/A Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 21,212 $298K 0.05% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 20,071 $282K 0.07% +20 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 17,870 $251K 0.28% -21,938 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,800 $250K 0.01% -8,280 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17,677 $248K 0.01% -379 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 16,540 $232K 0.08% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 15,550 $218K 0.14% -1,020 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 15,390 $216K 0.1% -4,412 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 13,790 $194K <0.01% +1,315 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,619 $191K <0.01% +1,733 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,571 $190K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,207 $186K <0.01% +79 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,250 $172K 0.07% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,160 $171K <0.01% +1,715 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,149 $171K <0.01% +54 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,040 $169K 0.04% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,591 $163K 0.01% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 11,521 $162K 0.04% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 11,487 $161K 0.06% +126 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,360 $160K 0.01% -70 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,865 $153K <0.01% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 10,774 $151K 0.02% +4,912 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,196 $143K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,156 $143K <0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,000 $140K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,000 $140K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,000 $140K <0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,808 $138K 0.01% +107 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,718 $122K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 6,875 $96.6K 0.04% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,653 $93.5K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,914 $83.1K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,491 $63.1K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,263 $59.9K <0.01% -1,152 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,020 $56.5K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,316 $46.6K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,570 $36.1K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,394 $33.6K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,778 $25K <0.01% -1,260 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,554 $22K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,496 $21K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,285 $18.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 855 $12K <0.01% -285 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 829 $11.7K <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 $11.1K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 666 $9.39K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 510 $7.17K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 410 $5.76K <0.01% +5 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 375 $5.27K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 354 $4.97K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 334 $4.69K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 317 $4K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 255 $3.58K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $2K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 55 $773 <0.01% new 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.