Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,468,577 $22.9M 0.09% -497,533 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,280,654 $17.2M 0.52% -314,474 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,186,120 $11.2M <0.01% +193,704 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/ 1,784,525 $9.14M <0.01% +17,328 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,767,917 $9.05M 0.13% +52,258 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,635,537 $8.37M <0.01% -388 13F-HR Timeline Group Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,436,307 $7.35M 6.59% -6,470 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,113,124 $5.7M <0.01% +84,810 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 623,608 $3.19M 1.96% +38,973 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 620,755 $3.18M 2.01% -63,832 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 510,319 $2.61M <0.01% +57,783 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 467,808 $2.4M 0.01% 0 13F-HR/A Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 402,855 $2.06M 0.01% -8,093 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 355,711 $1.82M 0.86% -5,710 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 266,648 $1.37M <0.01% +670 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 228,932 $1.2M 0.44% +138,283 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 206,288 $1.06M <0.01% +9,851 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 202,951 $1.04M 0.01% +8,851 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 182,703 $935K <0.01% -1,498 13F-HR/A Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 156,408 $801K 0.09% +28,908 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 143,400 $734K 0.08% -1,626 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 143,284 $734K +11,598 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 141,641 $725K <0.01% +12,699 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 125,004 $640K 0.33% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 120,332 $616K 0.15% -2,314 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 99,500 $509K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 80,136 $410K 0.02% +225 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 73,600 $377K 0.03% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 54,657 $280K 0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,292 $201K <0.01% -11,100 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 35,500 $182K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 35,254 $180K <0.01% -13,617 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 32,511 $166K 0.12% +1,073 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,806 $153K <0.01% +12,106 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 29,671 $152K <0.01% +520 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 28,664 $147K 0.02% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,505 $110K <0.01% +3,254 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 21,500 $110K 0.07% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,920 $96.9K <0.01% -9,140 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,696 $78K 0.01% +958 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 14,728 $75.3K <0.01% new 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,373 $73.6K <0.01% +201 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 13,234 $68K <0.01% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,754 $64.6K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,266 $57.7K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,700 $54.8K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,465 $53.6K <0.01% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 10,329 $52.9K 0.04% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,148 $52K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,000 $30.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,388 $22.5K <0.01% -65 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,000 $15.4K <0.01% +1,000 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,270 $11.6K <0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,917 $9.81K <0.01% +404 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 772 $3.95K <0.01% -230 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 304 $1.56K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 32 $163 <0.01% -68 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.