WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,638,404 $43.3M 0.01% -259,158 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,569,976 $24M <0.01% -55,141 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,004,432 $18.7M 0.03% -225,162 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,719,078 $16M 0.03% -219,035 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 1,529,095 $14.3M 0.39% -1,273,913 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,300,123 $12.1M 0.28% +127,602 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,086,245 $10.1M <0.01% -57,807 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 1,021,566 $9.53M 0.51% -130,139 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 759,951 $7.09M <0.01% -171,134 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 725,662 $6.77M 0.1% +1,088 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 720,958 $6.73M <0.01% -16,349 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 714,381 $6.67M 1.06% +77,011 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/ 594,298 $5.54M <0.01% -138,535 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 582,368 $5.43M 0.01% -5,298 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 565,399 $5.28M 0.09% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 562,325 $5.25M <0.01% -61,162 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 399,237 $3.72M <0.01% -43,612 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 322,212 $3.01M <0.01% -16,519 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 282,562 $2.64M 0.65% +66,573 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 279,004 $2.6M 0.28% +173,268 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 204,174 $1.91M 0.45% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 194,001 $1.81M <0.01% +29,875 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 190,834 $1.78M <0.01% -39,416 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 121,350 $1.13M 0.42% -25,225 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 116,897 $1.09M <0.01% -4,352 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 116,506 $1.09M 0.02% -6,629 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 85,762 $800K 0.01% +5,865 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 75,800 $707K 0.01% -84,325 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 74,850 $698K 0.02% -4,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 73,411 $685K <0.01% +4,542 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 72,638 $678K 0.23% +3,763 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 70,671 $659K 0.27% +7,723 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 70,243 $655K <0.01% -9,031 13F-HR Timeline Stolper Co More: the full row for Stolper Co 66,372 $619K 0.2% +652 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 65,762 $614K 0.15% +1,265 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 59,721 $557K 0.04% +1,100 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 55,193 $515K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 53,925 $503K 0.04% +24 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 53,759 $502K 0.05% +222 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 52,895 $494K <0.01% +576 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,167 $477K <0.01% +11,932 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 50,296 $469K 0.01% -441 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 48,411 $452K <0.01% +820 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,599 $444K 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 44,053 $411K 0.01% -5,356 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,124 $402K <0.01% +18,915 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 39,420 $368K 0.29% -2,349 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 37,243 $347K <0.01% +7,915 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 34,716 $324K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 34,239 $319K 0.01% +3,800 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 33,408 $312K 0.08% -12,559 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 33,265 $310K 0.06% +674 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 31,670 $295K 0.12% +1,460 13F-HR Timeline AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 31,188 $291K 0.01% -222,783 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 33,511 $282K 0.06% -4,204 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 28,289 $264K <0.01% +1,799 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 27,120 $253K 0.06% new 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 24,000 $224K 0.14% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,703 $221K <0.01% +3,068 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,310 $217K <0.01% new 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 20,000 $187K 0.08% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19,862 $185K 0.01% -16,617 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,256 $180K 0.01% -500 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,055 $168K <0.01% -230 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 18,002 $168K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 17,925 $167K 0.03% +1,767 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,858 $148K <0.01% +14,457 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 15,266 $142K <0.01% +500 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,123 $141K -18,035 Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,800 $138K 0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,703 $137K 0.01% 0 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 14,294 $133K 0.03% 0 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,042 $131K 0.02% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 13,825 $129K 0.13% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,738 $128K 0.07% +312 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 13,595 $127K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,652 $118K <0.01% +2,339 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,318 $115K <0.01% -100,457 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 12,182 $114K 0.04% -30,400 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 12,000 $112K 0.02% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,721 $111K <0.01% 0 13F-HR/A Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 11,709 $109K 0.02% -1,491 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,227 $105K 0.08% -1,043 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,193 $104K <0.01% 0 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,689 $99.7K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,573 $99K <0.01% new 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,424 $97.3K 0.01% +205 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 10,355 $96.6K 0.06% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,220 $95.4K <0.01% new 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,000 $93.3K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,652 $43K <0.01% +4,648 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,500 $32.7K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,098 $29K <0.01% -513 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,000 $28K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,896 $27K <0.01% -368 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,000 $17.9K <0.01% -1,250 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,131 $17.2K <0.01% +2 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,775 $16.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,573 $14.7K 0.01% +410 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,534 $14.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,417 $13.2K <0.01% +32 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,170 $10.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,000 $9.33K <0.01% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 893 $8.33K <0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 884 $8.25K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 848 $7.91K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 567 $5.29K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 554 $5.19K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 500 $4.67K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 412 $3.84K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 329 $3.07K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 156 $1.45K <0.01% -16 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 170 $1.45K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 141 $1.32K <0.01% 0 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 28 $262 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27 $259 <0.01% -1,466 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10 $93 <0.01% -500 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $28.3K -3,311 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.