MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,017,428 $57.5M <0.01% +47,987 13F-HR/A Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,670,779 $47.7M 1.46% -51,411 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,240,373 $35.4M 0.01% +4,910 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 812,997 $23.2M <0.01% -32,228 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 743,680 $21.2M <0.01% +27,154 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 726,889 $20.7M <0.01% -21,704 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 584,905 $16.7M <0.01% +39,516 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 557,308 $15.9M 0.03% +15,911 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 526,256 $15M 0.11% +96,654 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 513,820 $14.7M 1% -10,300 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 402,097 $11.5M <0.01% -4,405 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/ 364,429 $10.4M <0.01% +3,376 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 267,683 $7.63M 0.09% +24,838 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 265,131 $7.56M 0.01% +3,842 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 233,889 $6.67M 0.02% -176 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 205,505 $5.86M 0.01% +8,354 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 204,992 $5.85M <0.01% -3,764 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 203,750 $5.81M 1.84% +83,252 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 195,036 $5.56M 0.09% +23,145 13F-HR/A Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 162,599 $4.64M 4.31% +860 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 128,348 $3.66M 0.25% +2,660 13F-HR/A Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 93,250 $2.66M <0.01% -17,747 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 91,531 $2.61M 0.02% +4,742 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 75,820 $2.16M <0.01% +3,796 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 66,507 $1.9M 0.14% +2,334 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 61,976 $1.77M 0.14% -2,245 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 61,842 $1.76M 1.75% -7,304 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 59,809 $1.71M 1.97% +5 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 51,336 $1.46M <0.01% +1,702 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 48,119 $1.37M 0.02% +706 13F-HR/A Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 47,715 $1.36M 0.21% -590 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,702 $1.36M <0.01% -1,495 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 44,973 $1.28M <0.01% +2,793 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 39,613 $1.13M 1.06% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 36,435 $1.04M 0.02% -325 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,672 $903K <0.01% +127 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,517 $899K 0.02% +5,228 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,400 $897K <0.01% +1,861 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,348 $866K 0.01% +3,331 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 30,295 $864K 0.04% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,864 $852K <0.01% +655 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 29,265 $835K 0.01% +25,258 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,153 $803K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 26,913 $768K <0.01% -50 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 25,925 $739K 0.03% +18,079 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 22,134 $631K 0.11% +1,808 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 20,759 $592K 0.19% +478 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,616 $531K 0.01% +248 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,089 $516K <0.01% new 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 17,902 $511K 0.51% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,636 $503K 0.02% +380 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,500 $499K <0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,486 $499K <0.01% +259 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,177 $490K <0.01% +895 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 17,157 $489K 0.31% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,978 $486K 0.01% -3,006 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,683 $476K <0.01% -515 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 15,670 $447K 0.02% +8,009 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,099 $402K 0.02% +306 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,080 $402K <0.01% -1,283 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,049 $401K 0.01% +229 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,957 $398K <0.01% -1,037 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,897 $396K 0.05% +319 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 13,782 $393K 0.02% -30 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,652 $389K 0.03% +241 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,490 $385K <0.01% +2,402 13F-HR/A Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,165 $372K 0.01% +1,300 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,876 $367K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,818 $366K 0.01% +313 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,694 $362K 0.02% +172 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,867 $338K <0.01% +955 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 11,561 $330K <0.01% +27 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 11,000 $314K 0.09% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,921 $311K <0.01% -5,808 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,845 $309K <0.01% -161 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,685 $305K <0.01% +134 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,626 $303K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,339 $295K <0.01% +1,913 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 10,208 $291K 0.2% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,115 $288K 0.11% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,086 $288K <0.01% +85 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 10,003 $285K 0.17% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,772 $279K <0.01% -786 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 9,699 $277K 0.3% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,545 $272K 0.01% -712 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,510 $271K 0.02% -90 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 9,503 $271K 0.19% -876 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,351 $267K 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,349 $267K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,538 $244K <0.01% +450 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,453 $241K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,401 $240K <0.01% 0 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,060 $230K 0.06% -2,891 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,887 $225K 0.05% -1,395 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,100 $222K 0.03% -2,100 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,790 $222K <0.01% -1,207 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,702 $220K 0.01% +163 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,619 $217K 0.03% +178 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,440 $212K 0.02% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,369 $210K 0.14% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,279 $208K 0.02% -172 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,152 $204K 0.01% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 7,146 $204K 0.03% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 7,035 $201K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,763 $164K <0.01% +284 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,182 $148K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,614 $132K <0.01% +2,794 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,283 $122K 0.08% -1,553 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,101 $117K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,366 $96K <0.01% +1,076 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,349 $95.5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,976 $84.7K <0.01% -200 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,818 $80.4K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,702 $77K <0.01% -2,702 13F-HR/A Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,564 $73.1K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,293 $65.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,219 $63.3K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,881 $53.7K 0.02% +1,581 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,834 $52.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,675 $47.8K 0.02% +65 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,104 $31.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $28.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 930 $26.5K <0.01% -1,659 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 670 $19.1K <0.01% +400 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 658 $18.8K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 658 $18.8K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 522 $14.9K <0.01% +20 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 500 $14K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 491 $14K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 435 $12.4K 0.01% +16 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 375 $10.7K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 368 $10.5K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 363 $10.4K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 352 $10K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 291 $8.3K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 260 $7.42K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 237 $6.76K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 221 $6.3K <0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 221 $6.3K <0.01% +5 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 213 $6.08K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 213 $6.06K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 211 $6.02K <0.01% -41 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 210 $5.99K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 198 $5.65K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 150 $4.28K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 136 $3.88K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 37 $1K <0.01% new 13F-HR Timeline