MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,035,799 $11.7M <0.01% +31,062 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 799,921 $9.03M 0.62% +726,821 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/ 704,256 $7.95M <0.01% -285,987 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 654,550 $7.39M <0.01% -136,531 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 538,738 $6.08M <0.01% +9,964 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 537,978 $6.07M 0.1% -24,964 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 449,038 $5.07M 0.04% -18,737 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 325,355 $3.67M 0.17% new 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 269,680 $3.04M 0.75% +252,187 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 241,189 $2.72M 0.09% +27,835 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 239,355 $2.7M 1.31% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 210,659 $2.38M 0.03% +91,744 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 207,141 $2.34M 0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 197,924 $2.23M 0.17% -29,133 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 187,113 $2.11M <0.01% -6,847 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 170,126 $1.92M <0.01% +143,292 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 167,759 $1.89M <0.01% -105,944 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 158,088 $1.78M <0.01% -319,918 13F-HR Timeline Group ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 150,337 $1.7M 0.37% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 130,041 $1.47M 0.03% -13,321 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 128,820 $1.45M 0.1% +31,398 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 122,379 $1.38M <0.01% -20,207 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 117,240 $1.32M <0.01% 0 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 116,636 $1.32M 0.06% -24,354 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 112,507 $1.27M 0.01% -1,525 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 106,908 $1.21M <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 88,494 $999K <0.01% -35,173 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 69,480 $784K <0.01% +4,219 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 67,812 $766K 0.1% 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 67,012 $762K 0.24% +54,212 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 63,759 $720K 0.05% -5,064 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 61,173 $691K <0.01% +10,684 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 59,404 $671K 0.15% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 59,094 $667K 0.26% -6,195 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 52,944 $598K 0.16% -16,191 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 50,322 $568K <0.01% -60,000 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 47,880 $541K <0.01% -13,897 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 45,000 $530K <0.01% 0 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 41,500 $469K 0.09% -7,508 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,981 $463K <0.01% -16,555 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,467 $400K <0.01% +467 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 34,865 $394K <0.01% +11,940 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,996 $373K <0.01% -2,103 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 31,142 $354K <0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 27,846 $314K <0.01% 0 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 26,678 $301K 0.01% -9,423 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 26,135 $297K 0.2% +570 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 25,319 $286K 0.16% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 25,000 $282K <0.01% +775 13F-HR Timeline Group GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 20,955 $237K 0.1% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,276 $218K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,922 $214K 0.01% +693 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 18,812 $212K <0.01% new 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,250 $206K 0.01% new 13F-HR Timeline Group AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 17,768 $201K 0.14% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,794 $200K <0.01% -11,264 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 16,776 $189K <0.01% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,479 $186K 0.01% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,175 $183K 0.01% -3,916 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,963 $180K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,732 $178K <0.01% -4,292 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,640 $177K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,419 $174K <0.01% -8,800 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,147 $171K <0.01% new 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 14,129 $160K <0.01% +713 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,888 $134K <0.01% -1,561 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,507 $130K <0.01% -160 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 10,877 $123K <0.01% +2,887 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,800 $122K 0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,340 $117K <0.01% new 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 10,217 $115K 0.02% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,034 $113K <0.01% +28 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 10,000 $113K 0.07% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,423 $106K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,551 $85.3K <0.01% 0 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,885 $66.4K 0.06% +450 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 4,927 $55.6K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,800 $54.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,754 $53.7K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2,812 $31.8K 0.02% +1,360 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,000 $22.6K <0.01% -3,400 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,225 $13.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,000 $11.3K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,000 $11.3K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 750 $8.47K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 609 $6.88K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 600 $6.77K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 400 $4.52K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 330 $3.73K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 134 $1.51K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 100 $1.13K <0.01% 0 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) 50 $564 <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 40 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.