WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 399,385 $21.5M <0.01% -4,868 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 385,444 $20.8M <0.01% +73,904 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 309,279 $16.7M 0.03% +2,763 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 205,485 $11.1M <0.01% -6,046 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 196,882 $10.6M <0.01% +1,561 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 168,899 $9.1M 0.26% -17,469 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 160,919 $8.67M 2.97% 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 129,150 $6.96M 2.14% +62,926 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/ 113,493 $6.11M <0.01% -53,082 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 93,526 $5.04M <0.01% -449 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 87,030 $4.69M <0.01% +8,966 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 76,732 $4.13M 3.81% +62 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 54,394 $2.93M 2.51% +7,085 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 45,000 $2.42M <0.01% +15,000 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 44,393 $2.39M 0.25% -31 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 44,072 $2.37M <0.01% -847 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 39,707 $2.14M 0.03% +16,204 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,256 $1.79M <0.01% -4,550 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 31,230 $1.68M <0.01% -1,988 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 30,492 $1.64M 0.02% -14,339 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,153 $1.57M 0.02% -297 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,753 $1.53M 0.09% -501 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 27,301 $1.47M +523 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,290 $1.31M <0.01% -2,305 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,808 $1.23M <0.01% +1,047 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,015 $1.13M 0.02% -1,168 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 20,877 $1.12M 0.16% -772 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 20,648 $1.11M 0.07% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,495 $1.1M <0.01% +17,876 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,000 $1.02M 0.02% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 17,839 $961K 0.03% +92 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,602 $948K 0.01% +287 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 17,447 $940K 0.26% -563 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,466 $890K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,898 $856K <0.01% +2,816 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,887 $855K <0.01% +2,655 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 15,785 $850K 0.27% -85,123 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 15,702 $846K 0.67% -368 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,411 $776K 0.01% +1,506 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,863 $747K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,291 $716K <0.01% +1,495 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 12,254 $660K 0.32% -6,329 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,371 $613K 0.01% new 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 11,115 $599K 0.06% -2,775 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,976 $591K 0.01% +2,539 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,735 $578K 0.01% -216 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,095 $544K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,331 $538K <0.01% +2,725 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,743 $471K <0.01% +5 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,328 $449K 0.01% +73 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,160 $440K <0.01% new 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,840 $421K +4,420 Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 7,800 $420K 0.04% -16,155 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,247 $390K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,993 $377K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,953 $375K 0.03% +299 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,860 $370K <0.01% -1,876 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,480 $349K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,086 $328K <0.01% +667 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 5,690 $307K 0.17% -4,500 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,520 $297K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,500 $296K 0.02% new 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,374 $289K 0.13% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,170 $279K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,000 $270K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,745 $256K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,713 $253K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,377 $236K <0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,301 $232K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,000 $215K 0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,992 $215K 0.08% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,841 $207K <0.01% new 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. 3,216 $173K <0.01% -910 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,527 $136K <0.01% -47 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,258 $122K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,500 $80.8K 0.07% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,442 $77.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,288 $69.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,243 $67K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 1,000 $53.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 832 $44.8K <0.01% +6 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 575 $31.1K 0.03% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 598 $30.4K 0.02% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 393 $21.2K <0.01% -1,748 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 378 $20.4K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 289 $15.6K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 243 $13.1K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 235 $12.7K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 225 $12.1K 0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 210 $11.3K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 144 $7.76K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $6.73K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 100 $5.39K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 76 $4.09K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70 $3.7K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 23 $1.24K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 18 $970 <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4 $215 <0.01% 0 13F-HR Timeline