MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,877,709 $56.6M <0.01% -68,692 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,393,850 $42M 1.21% -243,109 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,220,343 $36.8M 0.01% -27,752 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 742,278 $22.4M <0.01% +14,484 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 740,519 $22.3M 0.01% +103,632 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 738,826 $22.3M 0.03% +140,000 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 735,304 $22.2M <0.01% -10,553 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 647,564 $19.5M 0.13% +78,866 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 613,256 $18.5M <0.01% -166,186 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 425,446 $12.8M <0.01% +6,275 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/ 343,339 $10.3M <0.01% -32,309 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 261,637 $7.89M 0.01% -1,781 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 261,137 $7.87M 0.12% +17,299 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 245,130 $7.39M 0.64% -90,838 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 236,913 $7.14M 0.01% +1,144 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 214,358 $6.46M 0.01% +1,531 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 192,683 $5.95M 4.97% +14,752 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 173,377 $5.23M <0.01% -16,194 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 107,359 $3.24M 0.02% +6,633 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 72,477 $2.18M 0.15% -54,913 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 62,716 $1.89M 0.26% +39,663 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 60,839 $1.88M 1.73% +611 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,181 $1.84M <0.01% -4,351 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,971 $1.81M <0.01% +4,268 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 59,742 $1.8M 0.11% -1,004 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,584 $1.74M 0.01% +3,000 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 56,020 $1.69M <0.01% -301 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 53,804 $1.62M 1.33% +9,251 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 52,731 $1.59M 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 46,420 $1.4M 0.02% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 46,015 $1.39M 0.18% -500 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 45,069 $1.36M 0.43% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 44,170 $1.33M 0.25% -1,659 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 43,447 $1.31M 1.23% -22,666 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 34,937 $1.05M 0.03% +20,183 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,702 $1.05M <0.01% +3,180 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,690 $955K 0.01% +123 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,679 $955K <0.01% +976 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,643 $863K 0.02% +490 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,395 $856K 0.01% -1,454 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 28,040 $845K 0.02% -7,955 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,774 $807K <0.01% +4,931 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 26,292 $774K +13,076 Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 25,648 $773K 0.66% +106 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,738 $746K <0.01% -48,606 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,835 $718K <0.01% +2,574 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,543 $710K <0.01% -3,370 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,727 $685K <0.01% -5,168 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,164 $668K <0.01% -8,102 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 20,790 $627K 0.17% +31 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,736 $595K 0.02% -8,639 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 18,921 $570K <0.01% +2,184 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,268 $551K <0.01% +3,918 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,174 $548K 0.02% -52 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,814 $519K 0.01% 0 13F-HR/A Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 17,157 $517K 0.65% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,550 $499K <0.01% +8,129 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,531 $498K <0.01% -6,638 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,500 $497K <0.01% -1,000 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,408 $495K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,228 $489K 0.01% -673 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,017 $483K 0.01% +231 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,941 $480K 0.01% +2,782 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,826 $477K 0.02% +1,992 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,484 $467K <0.01% -2,740 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,393 $466K <0.01% +6,396 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,594 $440K <0.01% -475 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 14,257 $430K 0.06% -750 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,248 $429K 0.03% -4,341 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14,080 $424K 0.04% +183 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,615 $413K 0.02% +200 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,390 $404K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,033 $393K <0.01% -47 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,732 $384K 0.02% +38 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,199 $368K <0.01% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 12,128 $366K 0.23% +2,005 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,227 $338K <0.01% -614 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,110 $335K <0.01% -2,457 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,877 $328K <0.01% -652 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,581 $319K <0.01% +844 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,498 $316K <0.01% +212 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 10,069 $303K 0.28% +370 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,948 $300K <0.01% +594 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,895 $298K <0.01% -4 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,733 $293K <0.01% -1,728 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,860 $267K 0.14% -1,143 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,632 $267K <0.01% -1,231 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,615 $260K 0.08% -1,500 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 8,461 $255K 0.14% -3,235 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,453 $255K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,244 $248K 0.01% -1,266 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,887 $238K 0.04% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,798 $235K 0.01% +96 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,720 $233K 0.03% +101 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,440 $224K 0.02% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,430 $224K 0.14% +61 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,403 $223K <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,250 $219K <0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,200 $217K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,152 $216K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7,158 $216K 0.05% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 7,146 $215K 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,718 $202K <0.01% new 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,685 $202K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,067 $183K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,714 $172K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,404 $162K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,182 $156K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,358 $131K 0.07% +75 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,800 $114K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,232 $97.4K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,976 $90.2K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,977 $89.7K <0.01% 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,720 $81.9K 0.05% -189 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,310 $69.6K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,295 $69.2K 0.01% +11 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,293 $69.1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,028 $61.1K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,923 $58K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,262 $38K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,107 $33.4K <0.01% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,025 $30.9K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,000 $30.1K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 753 $22.7K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 724 $22.3K <0.01% +16 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 734 $22.1K <0.01% +212 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 658 $19.8K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 658 $19.8K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 530 $16K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 491 $14.9K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 456 $13.8K 0.01% +21 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 400 $12K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 375 $11.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 352 $10.6K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 351 $10.1K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 309 $9.31K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 270 $8.14K <0.01% -400 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 230 $6.94K <0.01% +5 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 223 $6.72K <0.01% +22 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 213 $6.42K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 210 $6.33K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $6.03K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $6.03K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 198 $5.97K <0.01% new 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 191 $5.76K 0.01% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 187 $5.64K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 136 $4.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 121 $3.53K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 100 $3.01K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 100 $3.01K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 24 $723 <0.01% -173 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $452 <0.01% -111 13F-HR Timeline