MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,326,322 $66.4M <0.01% -4,652 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 629,814 $31.6M 6.62% -2,483 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 297,457 $14.9M 0.06% -6,296 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 276,250 $13.8M <0.01% +5,807 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 239,795 $12M <0.01% +14,089 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 218,811 $11M 0.17% -26,025 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/ 195,043 $9.77M <0.01% -18,224 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 184,913 $9.26M 0.07% +7,032 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 126,112 $6.32M 0.19% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 122,953 $6.16M 0.01% -3,422 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 111,114 $5.57M 0.03% +84 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 87,278 $4.37M 0.08% -447,017 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 85,585 $4.29M 0.01% +21,294 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 84,862 $4.24M <0.01% +3,142 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 83,187 $4.17M -5,638 Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 77,329 $3.87M 0.26% -409 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 73,130 $3.66M 1.12% +14,107 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 68,327 $3.42M <0.01% +11,872 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 58,484 $2.93M 0.24% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 48,724 $2.44M 0.3% +921 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 44,879 $2.25M 0.58% -1,175 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 43,025 $2.16M <0.01% -2,900 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 39,834 $2M 1.2% -15 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,564 $1.98M 0.02% +49 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,509 $1.98M <0.01% 0 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 33,439 $1.68M 0.02% new 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 29,152 $1.46M 0.08% new 13F-HR Timeline Sculptor Capital LP in group Sculptor Capital LP More: the full row for Sculptor Capital LP 27,500 $1.38M 0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26,728 $1.34M 0.06% -100 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 24,200 $1.21M 0.92% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,961 $1.16M <0.01% -92 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 22,885 $1.15M 1.12% +33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,041 $1.05M 0.02% -752 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 19,285 $966K 0.06% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 19,073 $956K 0.01% 0 13F-HR Timeline Group NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 19,012 $953K <0.01% 0 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,913 $948K <0.01% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,006 $902K 0.01% +21 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 17,460 $875K <0.01% +1,164 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,989 $751K 0.03% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,733 $738K <0.01% +5,455 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,714 $737K <0.01% +4,143 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 13,710 $726K 0.45% -1,718 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,292 $716K <0.01% -10,361 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,272 $715K 0.01% +5,507 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,242 $714K 0.04% +26 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,162 $655K <0.01% -15 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,052 $654K 0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 12,490 $626K 0.01% 0 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 12,261 $614K 0.03% +91 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,873 $545K <0.01% +115 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,069 $504K 0.01% 0 13F-HR/A Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9,990 $500K 0.3% -1,675 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,807 $491K 0.04% +616 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,765 $489K 0.02% +2,000 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,066 $473K 0.14% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,429 $472K <0.01% -336 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,412 $472K 0.02% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,222 $462K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,144 $458K <0.01% +1,482 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,098 $456K <0.01% -480 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,932 $447K <0.01% +3,372 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,784 $440K <0.01% -8 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,254 $414K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 7,657 $384K <0.01% -2,195 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 7,255 $363K 0.21% -40 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,624 $351K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,693 $335K <0.01% +401 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,560 $329K <0.01% -13,232 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,357 $318K 0.04% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,579 $280K <0.01% +71 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,459 $274K <0.01% +148 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,390 $270K <0.01% +130 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,282 $265K <0.01% +71 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,909 $246K <0.01% -2,048 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,750 $238K 0.02% -300 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,693 $235K <0.01% +472 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,670 $234K 0.05% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,637 $232K <0.01% -1,413 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,525 $227K <0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,419 $221K 0.01% +88 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,320 $216K 0.02% +328 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,306 $216K 0.02% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,093 $205K 0.13% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,022 $202K 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,933 $197K <0.01% -260 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. 2,700 $135K <0.01% +200 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,884 $94.4K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,723 $86.3K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,474 $73.8K 0.01% -325 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,332 $66.7K 0.03% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,119 $56K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 854 $42.8K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 772 $38.7K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 668 $33.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 665 $33.3K <0.01% -200 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 600 $30.1K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 582 $29.2K <0.01% -47 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 403 $20.2K <0.01% -6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 372 $19K <0.01% +8 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 360 $18K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 355 $17.8K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 338 $16.9K <0.01% +228 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 278 $13.9K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 240 $12K <0.01% +5 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 238 $11.9K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 222 $11K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 212 $10.6K <0.01% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 167 $8.35K <0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 155 $7.77K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 150 $7.51K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 102 $5.11K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 76 $3.81K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64 $3.21K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 64 $3.19K <0.01% +2 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 40 $2K <0.01% 13F-HR Timeline