EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,508,478 $21.5M 0.38% +48,031 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,566,538 $21M 0.06% +797,626 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,190,806 $18.8M <0.01% +507,411 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,295,245 $13.5M 0.06% +49,765 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,139,652 $12.6M <0.01% +282,295 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/ 1,746,984 $10.3M <0.01% -58,177 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. 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More: the full row for PenderFund Capital Management Ltd. 504,800 $2.97M 0.38% +104,800 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 259,740 $1.53M <0.01% +3,099 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 254,694 $1.5M <0.01% +4,239 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 224,384 $1.32M <0.01% -9,068 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 209,107 $1.23M <0.01% +11,072 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 207,214 $1.22M <0.01% +10,978 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 185,989 $1.09M <0.01% -3,153 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 153,882 $905K +66,314 Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 141,666 $833K 0.06% +1,507 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 120,476 $708K <0.01% +40,834 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 118,616 $686K 0.27% -3,078 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 104,250 $613K 0.03% +10,435 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 80,605 $474K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 69,808 $410K 0.01% +17,341 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 65,254 $384K 0.01% 0 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 61,781 $363K 0.04% +1,494 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 57,370 $337K 0.28% -142,023 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 54,486 $320K 0.01% -5,321 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 48,860 $287K 0.11% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 47,505 $279K 0.27% +93 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 44,750 $263K 0.05% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 38,715 $228K 0.02% +600 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,434 $226K <0.01% +13,049 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Stratos Wealth Partners, LTD. 18,569 $109K <0.01% +550 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,359 $108K <0.01% -33,705 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,023 $106K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,542 $103K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,215 $101K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 17,000 $100K 0.05% +14,500 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,214 $95.3K <0.01% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 16,083 $94.6K 0.02% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,544 $91.4K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,075 $88.6K <0.01% -211,474 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 15,000 $88.2K 0.02% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,474 $85K <0.01% -36,454 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,000 $63.8K <0.01% new 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,301 $60.6K 0.03% +248 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,148 $59K <0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,000 $58.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,549 $32.6K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,270 $13.3K <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 2,260 $13.3K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,929 $11.3K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,709 $10K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,000 $5.88K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 857 $5.04K <0.01% -7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 836 $4.92K <0.01% +21 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 739 $4.34K <0.01% -135,845 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 700 $4.12K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 501 $2.89K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 379 $2.23K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 103 $620 <0.01% -3,997 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 101 $594 <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 32 $186 <0.01% 0 13F-HR Timeline