UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,354,163 $19.6M <0.01% -3,835 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 950,197 $13.7M 0.1% +127,390 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 920,567 $13.3M 0.48% -94,598 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 496,123 $7.17M 0.09% -11,961 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 452,024 $6.54M 0.02% -1,775 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/ 431,687 $6.24M <0.01% -15,134 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 402,983 $5.83M <0.01% -24,558 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 360,417 $5.21M <0.01% -57,015 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 241,367 $3.49M <0.01% -15,567 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 223,358 $3.23M <0.01% +38,452 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 203,595 $2.94M 0.05% +6,059 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 199,500 $2.88M <0.01% -16,093 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 163,874 $2.37M <0.01% +5,770 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 132,996 $1.92M <0.01% +2,322 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 105,681 $1.53M <0.01% -2,913 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 90,037 $1.3M 0.76% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 72,573 $1.05M <0.01% -27,405 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,173 $896K <0.01% +11,291 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 61,115 $884K <0.01% +2,331 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 60,167 $870K <0.01% new 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 59,446 $860K 0.31% +495 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58,710 $849K 0.05% -5,100 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 49,257 $712K 0.01% +7,746 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 48,561 $702K 0.01% -1,146 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 46,871 $678K 0.01% -1,918 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 43,327 $627K 0.01% -54,260 13F-HR/A Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 41,212 $596K 0.09% -1,817 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 34,584 $500K <0.01% -210 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 31,826 $460K 0.25% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,581 $457K 0.01% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 30,501 $441K 0.01% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 30,000 $434K 0.29% 0 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 $419K 0.03% 0 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 25,829 $373K 0.33% -13,635 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 25,710 $372K 0.03% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 25,647 $371K 0.05% +3,355 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,379 $367K <0.01% +3,486 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 $341K 0.06% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,358 $338K <0.01% -3,342 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,094 $334K <0.01% -4,571 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 22,195 $321K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,786 $286K 0.01% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 17,870 $258K 0.26% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,800 $257K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17,428 $252K 0.01% -249 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 17,318 $250K 0.06% -2,753 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 16,540 $239K 0.06% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 16,212 $236K 0.04% -5,000 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,229 $235K <0.01% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 15,502 $224K 0.1% +112 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,042 $218K <0.01% +1,423 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,500 $210K <0.01% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 14,260 $206K 0.02% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 13,980 $202K 0.11% -1,570 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 13,575 $196K 0.07% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,250 $177K 0.06% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,205 $176K <0.01% +56 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,591 $168K 0.01% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 11,615 $168K 0.06% +128 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 11,521 $167K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 11,242 $163K <0.01% -40,734 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,738 $155K <0.01% -2,469 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,196 $147K 0.03% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,185 $147K <0.01% -680 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,000 $145K 0.04% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,000 $145K <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 $145K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,916 $143K 0.01% +108 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,439 $136K <0.01% -717 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,718 $126K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 6,875 $99.4K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,653 $96.2K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,914 $85.5K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,491 $64.9K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,000 $57.8K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,857 $55.8K <0.01% +2,079 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,719 $53.8K <0.01% -544 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,718 $53.8K <0.01% -302 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,366 $48.4K <0.01% +50 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,394 $34.6K 0.01% 0 13F-HR Timeline 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 $21.6K <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,285 $18.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 855 $12.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 829 $12K <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 $11.4K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 741 $10.7K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 666 $9.67K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 556 $8.04K <0.01% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 510 $7.38K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 411 $5.95K <0.01% +1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 375 $5.42K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 354 $5.12K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 334 $4.83K <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 $795 <0.01% 0 13F-HR Timeline