Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,268,336 $15.1M 7.73% +38,402 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,235,752 $14.7M <0.01% +2,723 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,178,335 $14M 0.11% -42,133 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 687,771 $8.18M <0.01% +114,667 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 649,542 $7.73M 3.21% +23,535 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 503,762 $5.99M <0.01% +122,445 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 488,526 $5.81M <0.01% +12,732 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 483,975 $5.76M 0.08% -18,789 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 399,746 $4.76M 1.2% +37,135 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 355,256 $4.23M 0.21% +51,607 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 339,736 $4.04M 2.07% -31,723 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/ 275,557 $3.28M <0.01% -8,668 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 250,450 $2.98M 0.21% -250 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 244,440 $2.91M 2.5% +16,686 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 215,931 $2.57M <0.01% -5,319 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 199,521 $2.37M 0.04% +15,238 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 183,602 $2.18M <0.01% +414 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 173,373 $2.06M 0.07% +50,000 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 171,926 $2.05M 1.7% +148,092 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 164,619 $1.96M <0.01% +4,980 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 159,024 $1.89M <0.01% +24,129 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 136,941 $1.63M 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 126,866 $1.52M 0.33% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 122,072 $1.45M <0.01% +33,567 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 120,628 $1.44M 0.01% +11,304 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 98,616 $1.17M 0.33% +1,166 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 82,445 $981K <0.01% -2,551 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 80,735 $961K 0.11% +3,770 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 78,653 $936K <0.01% +33,693 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 78,213 $930K <0.01% +1,326 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 73,837 $888K 0.06% -2,632 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 74,337 $885K <0.01% +16,821 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 70,000 $833K 0.04% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 64,000 $762K 0.22% +12,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49,520 $589K <0.01% -2,000 13F-HR/A Timeline LongView Wealth Management More: the full row for LongView Wealth Management 45,005 $540K 0.14% -4,171 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 45,282 $539K 0.01% +32,856 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 41,094 $489K <0.01% +10,183 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 37,477 $446K 0.01% new 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 34,667 $413K 0.35% +1,167 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 34,596 $412K 0.01% +527 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,563 $399K <0.01% +8,584 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,641 $388K <0.01% -1,963 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 29,619 $352K <0.01% -135 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,527 $351K <0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,363 $338K <0.01% +853 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,687 $321K 0.03% -147 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,771 $319K 0.01% +44 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 26,232 $312K 0.27% +16 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 24,500 $292K <0.01% +10,000 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 23,724 $282K 0.02% -403 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,816 $272K <0.01% +12 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 21,357 $254K 0.12% +241 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,301 $253K <0.01% +2,072 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,036 $238K <0.01% -4,718 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 20,000 $238K 0.09% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,402 $231K <0.01% -5,500 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,372 $231K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,166 $228K 0.03% +6,611 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,836 $225K <0.01% new 13F-HR Timeline Group NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 18,705 $223K <0.01% +7,855 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Sunbelt Securities, Inc. 5,800 $69K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,300 $51.2K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,192 $49.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,412 $41K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,371 $40.1K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,071 $24.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,920 $22.9K <0.01% +661 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,845 $22K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,835 $21.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,500 $17.9K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,500 $17.9K 0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,199 $14.3K 0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,187 $14.1K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,155 $13.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,000 $11.9K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $11K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 800 $9.52K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 729 $8.68K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 631 $7.51K <0.01% -18,520 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 506 $6.02K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $5.95K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $5.95K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 481 $5.72K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 400 $4.8K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 400 $4.76K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 312 $3.71K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 210 $2.5K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 200 $2.38K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 135 $1.61K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 38 $457 <0.01% -305 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1 $9 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $9 <0.01% 0 13F-HR Timeline