MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 268,497 $27.9M <0.01% +231,141 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 224,116 $23.3M 0.02% +221,397 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 134,946 $14M 2.47% -1,939 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 79,110 $8.21M <0.01% +19,744 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/ 74,458 $7.73M <0.01% +52,165 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 62,377 $6.47M <0.01% +51,619 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,766 $5.68M <0.01% +16,994 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 47,709 $4.95M <0.01% +35,311 13F-HR Timeline Group Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 45,960 $4.77M 1.23% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 43,703 $4.53M +6,243 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,343 $2.94M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,534 $2.86M 0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,156 $2.82M <0.01% +8,700 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 24,500 $2.54M <0.01% new 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 22,713 $2.36M 0.59% +487 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,462 $2.12M <0.01% +14,628 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,790 $2.05M <0.01% +4,267 13F-HR/A Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,034 $1.87M 0.47% -722 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,981 $1.66M 0.07% +5 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,100 $1.26M 0.13% -59 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,305 $1.07M <0.01% -442 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,109 $1.05M <0.01% +1,999 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,803 $914K <0.01% +4,672 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,278 $750K <0.01% -84 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,950 $721K 0.02% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6,924 $718K 0.57% -106 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,763 $702K -845 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,564 $655K <0.01% +302 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,049 $628K 0.03% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,877 $610K <0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,747 $596K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,985 $517K <0.01% +1,617 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,919 $510K 0.01% new 13F-HR/A Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,264 $442K 0.05% +9 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,221 $438K 0.03% -40 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,130 $424K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,065 $422K 0.02% +2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,785 $393K 0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,700 $384K 0.02% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,560 $372K <0.01% -175 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,475 $361K 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 3,474 $360K <0.01% -37 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,444 $357K 0.02% +778 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,364 $349K 0.12% +3,289 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,318 $344K 0.14% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,126 $324K 0.01% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,083 $320K 0.06% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,069 $318K <0.01% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 3,043 $316K 0.08% new 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,938 $305K 0.03% -344 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,912 $302K 0.01% +2 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,858 $297K <0.01% -288 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,783 $289K <0.01% +230 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 2,741 $284K 0.07% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,714 $282K 0.1% -191 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,566 $266K <0.01% -673 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,546 $264K <0.01% +2 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,534 $263K <0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,450 $254K <0.01% 0 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,445 $254K 0.16% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,200 $228K <0.01% 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,193 $228K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,021 $210K <0.01% -1,543 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,991 $207K <0.01% +100 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,825 $189K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,769 $184K <0.01% +1,399 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,722 $179K <0.01% +335 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,325 $137K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,321 $137K 0.02% -858 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,233 $128K <0.01% +3 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,004 $101K <0.01% 0 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 609 $63.6K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $62.3K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 590 $61.2K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 574 $60.8K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 569 $59K <0.01% -50 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 466 $48.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 464 $48.2K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 447 $46.4K <0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 400 $41.5K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 390 $40.5K <0.01% -50 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 388 $40.2K 0.02% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 349 $36.2K 0.01% +2 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 347 $36K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 319 $33.1K <0.01% +281 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 241 $25K <0.01% -187 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 230 $23.9K <0.01% -3,470 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 215 $22.3K <0.01% 0 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 205 $21.3K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 165 $17.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 161 $16.8K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $15.6K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 148 $15K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 135 $14K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 129 $13.4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 116 $12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 115 $11.9K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 106 $11K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 101 $10.5K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $10.4K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $10.4K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 85 $8K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 61 $6.35K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 60 $6.23K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 60 $6.23K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 60 $6.23K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 55 $5.71K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 52 $5.4K <0.01% -3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 52 $5.4K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $3.21K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 25 $2.59K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24 $2.49K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19 $1.95K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 17 $1.81K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13 $1.35K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3 $311 <0.01% 0 13F-HR/A Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2 $208 <0.01% new 13F-HR Timeline