Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 862,785 $36M 17.34% -43,106 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 634,143 $26.4M <0.01% +83,521 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 269,979 $11.3M <0.01% -21,391 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 231,048 $9.63M <0.01% +30,915 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 205,405 $8.56M 0.04% +11,366 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 145,080 $6.05M <0.01% -285 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 133,926 $5.58M <0.01% +7,357 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 128,499 $5.36M 0.01% -154 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78,407 $3.27M <0.01% -940 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 67,638 $2.82M <0.01% -1,287 13F-HR/A Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 64,050 $2.67M 0.71% +124 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 61,953 $2.58M 0.05% -809 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 53,886 $2.25M 0.01% -625 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,591 $2.15M <0.01% +1,793 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 44,391 $1.85M 0.05% +3,376 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,258 $1.84M 0.03% -1,577 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 42,357 $1.77M 0.48% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,004 $1.5M <0.01% -3,925 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for OSAIC HOLDINGS, INC. 15,779 $658K <0.01% +647 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,085 $629K <0.01% -138 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,357 $515K 0.04% +514 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,967 $499K <0.01% -1,829 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,516 $480K 0.02% -391,712 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 11,315 $471K 0.29% +1,075 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,513 $438K 0.07% +145 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,648 $402K 0.05% -656 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,568 $399K 0.03% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 9,531 $397K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,006 $375K 0.09% -600 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,069 $336K <0.01% +110 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,961 $332K 0.05% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,740 $281K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,667 $278K <0.01% -19 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,535 $272K 0.02% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,254 $261K 0.03% -1,349 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 $252K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,036 $252K <0.01% -1,055 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,759 $240K 0.07% -164 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,250 $219K <0.01% -432 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,167 $215K 0.16% -401 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,800 $200K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,475 $145K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,371 $140K <0.01% 0 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,681 $111K <0.01% -580 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/ 2,584 $108K <0.01% -221 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,336 $97.3K 0.07% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,762 $73K 0.01% -260 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,642 $68K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,362 $56.8K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,330 $55.4K <0.01% -4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,122 $47K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 887 $36K <0.01% -116 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 800 $33.3K <0.01% +101 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 789 $32.9K <0.01% +679 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. 755 $31.5K <0.01% +655 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 685 $28.5K <0.01% -785 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 511 $21.3K <0.01% -68 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 500 $20.8K <0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 489 $20.4K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 480 $20K <0.01% -483 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 456 $19K <0.01% +140 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $16.7K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 289 $12K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $10.2K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 183 $7.63K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 161 $6.72K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 144 $6K <0.01% -91 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 139 $5.79K <0.01% +1 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 98 $4.08K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 62 $2.58K <0.01% -74 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 60 $2.51K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $1.75K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 29 $1.21K <0.01% +4 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 24 $997 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $833 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 15 $626 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $625 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $583 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $125 <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. 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.