Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,966,110 $24M 0.1% +170,971 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,595,128 $17.5M 0.59% -4,396 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,992,416 $9.36M <0.01% +525,843 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/ 1,767,197 $8.31M <0.01% +216,312 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,715,659 $8.06M 0.14% -200,119 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,635,925 $7.69M <0.01% +50,982 13F-HR Timeline Group Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,442,777 $6.78M 6.64% -45,530 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,028,314 $4.83M <0.01% -75,752 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 684,587 $3.22M 2.04% +1,112 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 584,635 $2.75M 1.75% +35,430 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 467,808 $2.2M 0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 452,536 $2.13M <0.01% -32,956 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 410,948 $1.93M 0.01% 0 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 361,421 $1.7M 0.9% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 265,978 $1.25M <0.01% -13,365 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 196,437 $923K <0.01% +45,965 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 194,100 $912K 0.01% +9,016 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 184,201 $866K <0.01% +3,503 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 145,026 $682K 0.07% +163 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 131,686 $619K +1,554 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 128,942 $606K <0.01% -11,631 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 127,500 $599K 0.07% -1,250 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 99,500 $468K 0.03% 0 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 90,649 $448K 0.17% -59,937 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 88,656 $431K <0.01% +3,004 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 79,911 $376K 0.02% -2,780 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 73,600 $346K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 59,806 $281K 0.01% +2,721 13F-HR Timeline Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 55,414 $260K 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,392 $237K <0.01% +3,442 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48,871 $230K 0.01% 0 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 35,500 $167K 0.05% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 31,438 $148K 0.11% +1,064 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 30,777 $145K <0.01% new 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 29,256 $138K 0.05% -6,838 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 29,151 $137K <0.01% +181 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 28,664 $135K 0.03% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 28,060 $132K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,329 $114K <0.01% -434 13F-HR Timeline Group Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 21,500 $104K 0.07% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,251 $85.8K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,700 $83.2K <0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,738 $72.1K 0.01% -526 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,172 $66.6K <0.01% +2,632 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,754 $64.6K 0.01% -1,334 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 13,734 $64.5K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,195 $52.6K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,700 $50.3K <0.01% 0 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,148 $48K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,453 $44.9K <0.01% +4,029 13F-HR Timeline Amount filed as zero, left out of ratios. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,000 $28.2K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,354 $11.1K <0.01% +82 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,270 $10.7K <0.01% 0 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 122,646 $9.48K <0.01% +108,500 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,000 $9.4K <0.01% 0 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,513 $7.11K <0.01% +213 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,002 $4.71K <0.01% +406 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 220 $1.03K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 100 $469 <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 48 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. 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.