EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,460,447 $18M 0.39% +18,544 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,768,912 $14M 0.06% +533,290 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,683,395 $13.6M <0.01% -385,545 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,245,480 $11.4M 0.06% +68,078 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,857,357 $9.42M <0.01% +431,273 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,805,161 $9.15M <0.01% -6,375 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,120,900 $5.68M <0.01% -85,418 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 958,773 $4.91M 2.88% +242,712 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 747,465 $3.79M <0.01% +61,805 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 487,989 $2.47M 0.01% -25,941 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 469,594 $2.38M <0.01% +1,068 13F-HR Timeline Group PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 400,000 $2.03M 0.32% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 380,237 $1.93M <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 256,641 $1.3M <0.01% +24,548 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 250,455 $1.27M <0.01% +15,584 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 233,452 $1.18M <0.01% +23,687 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 226,549 $1.15M 0.01% +720 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 199,393 $1.01M 0.87% -948,507 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 198,035 $1M <0.01% +15,466 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 196,236 $995K <0.01% -741 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 189,142 $959K <0.01% +7,427 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 144,744 $734K 0.01% +97,598 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 140,159 $711K 0.06% -887 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 136,584 $692K 0.24% +135,399 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 121,694 $688K 0.29% +5,725 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 134,012 $679K 0.19% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 93,815 $476K 0.02% +28,815 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 87,568 $444K -60,443 Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 79,642 $404K <0.01% +35,217 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 66,019 $335K 0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 65,254 $331K 0.01% +30,000 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 60,287 $306K 0.04% +1,345 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 59,807 $303K 0.01% -18,140 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 52,467 $266K <0.01% +7,710 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,064 $264K <0.01% -27,408 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 50,928 $258K 0.01% new 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 48,860 $248K 0.1% new 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 47,412 $240K 0.24% -370 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 44,750 $227K 0.05% +1,000 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,920 $207K <0.01% +920 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 40,713 $206K 0.01% +11,677 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 38,115 $193K 0.02% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 34,228 $174K 0.01% +458 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,975 $172K <0.01% -78,717 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 33,500 $170K 0.15% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 29,499 $150K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,385 $129K <0.01% new 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 25,000 $127K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 24,237 $125K <0.01% +10,881 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,000 $112K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 21,200 $110K 0.06% new 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 21,500 $109K 0.07% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 19,979 $101K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,023 $91.4K <0.01% +3,500 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,019 $91.4K <0.01% -12,645 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,980 $91.2K <0.01% +3,189 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,542 $88.9K <0.01% -9,500 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,214 $82.2K <0.01% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 15,000 $76K 0.02% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,441 $58K <0.01% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,508 $53.3K 0.01% -2,268 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 OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,053 $51K 0.04% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,000 $50.7K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,100 $20.8K <0.01% 0 13F-HR/A Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,500 $12.7K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,270 $11.5K <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 $11.5K <0.01% +260 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,929 $9.78K <0.01% -1,682 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,504 $7.62K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,000 $5.07K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 864 $4.38K <0.01% -625 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 815 $4.14K <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 700 $3.55K <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 $2.62K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 379 $1.92K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 313 $1.59K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 232 $1.18K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 32 $167 <0.01% 0 13F-HR Timeline