Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 905,891 $34.6M 17.52% -20,484 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 550,622 $21M <0.01% -28,908 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 403,228 $15.4M 0.8% -45,423 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 291,370 $11.1M <0.01% +34,052 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 200,133 $7.64M <0.01% -14,199 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 194,039 $7.4M 0.04% +2,423 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 145,365 $5.55M <0.01% -8,417 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 128,653 $4.91M 0.01% -697 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 126,569 $4.83M <0.01% -31,617 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 79,347 $3.03M <0.01% -6,147 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 68,925 $2.63M <0.01% -2,293 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 63,926 $2.44M 0.69% +3,026 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 62,762 $2.39M 0.07% -133 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 54,511 $2.08M 0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,798 $1.9M <0.01% +7,071 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 45,835 $1.75M 0.04% +40,019 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 43,374 $1.66M 0.88% -8,328 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 42,357 $1.62M 0.44% -691 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 41,015 $1.57M 0.03% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,929 $1.52M 0.01% +58 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,323 $1.46M <0.01% new 13F-HR/A Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 32,494 $1.24M 1.14% -32,968 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 28,473 $1.09M 0.22% +77 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 23,633 $902K 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,507 $897K <0.01% +1,370 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 20,637 $788K 0.09% -2,463 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 19,949 $761K <0.01% +1,462 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,805 $756K <0.01% -266 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 19,437 $742K 0.67% -68 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,003 $725K <0.01% -37,126 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,223 $581K <0.01% -1,970 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,132 $578K <0.01% -6,329 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 14,819 $565K 0.06% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 14,788 $555K 0.11% -761 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,796 $526K <0.01% -1,702 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,843 $452K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,636 $406K 0.01% +445 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,368 $396K 0.07% +40 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 10,304 $393K 0.06% -2,074 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,567 $392K 0.02% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 10,240 $391K 0.22% +1,545 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,781 $373K <0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,606 $367K 0.1% -1,903 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,959 $304K <0.01% -3,013 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,961 $304K 0.05% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,603 $290K 0.04% -844 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,091 $271K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,686 $255K <0.01% -300 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,535 $249K 0.02% -45 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,050 $231K <0.01% 0 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,776 $220K 0.05% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,682 $217K <0.01% -124 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,568 $212K 0.18% -672 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,923 $204K 0.06% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,475 $133K <0.01% +90 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,371 $129K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,261 $124K <0.01% +1,261 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,222 $123K <0.01% new 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/ 2,805 $107K <0.01% +2,685 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,336 $89.1K 0.07% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,022 $77K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,642 $63K <0.01% +30 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,470 $56.1K <0.01% +785 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,362 $52K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,334 $51.2K <0.01% +7 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,122 $43K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,003 $38K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 963 $36.7K <0.01% -750 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 699 $26.7K <0.01% +149 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 656 $25K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 579 $20K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $15.3K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 316 $12.1K <0.01% -102 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 289 $11K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $9.35K <0.01% -50 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 235 $8.97K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 223 $8.51K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 183 $6.98K <0.01% -833 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 138 $5.28K <0.01% +136 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 136 $5.19K <0.01% -168 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 110 $4.2K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 107 $4.09K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 103 $3.91K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 100 $3.82K <0.01% 0 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 80 $3.05K <0.01% -70 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 75 $2.88K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 60 $2.3K <0.01% -96 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $1.6K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 25 $954 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 24 $913 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $763 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 15 $573 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $572 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $534 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10 $382 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4 $153 <0.01% -148 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $114 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 0 $7 <0.01% new 13F-HR/A Timeline Amount 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.