Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 814,482 $37.8M 17.88% -48,303 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 665,661 $30.9M <0.01% +31,518 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 282,860 $13.1M <0.01% +12,881 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 231,744 $10.8M <0.01% +696 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 204,540 $9.5M 0.04% -865 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 157,601 $7.32M <0.01% +12,521 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 136,270 $6.33M <0.01% +2,344 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 133,060 $6.18M 0.01% +4,561 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 81,614 $3.79M 0.94% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 80,811 $3.75M <0.01% +2,404 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 64,892 $3.01M 0.66% +842 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 61,685 $2.86M 0.05% -268 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,232 $2.7M <0.01% -9,406 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 52,108 $2.42M 0.01% -1,778 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 48,389 $2.25M <0.01% -3,202 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 47,016 $2.18M 0.04% +2,758 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 41,722 $1.94M 0.48% -635 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,740 $1.85M <0.01% +12,541 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,142 $1.77M <0.01% +2,138 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,105 $1.72M <0.01% +22,326 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 34,612 $1.61M 0.68% -1,221 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,506 $1.23M <0.01% +2,545 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 26,256 $1.22M 0.96% -3,899 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 26,177 $1.22M 0.22% -1,818 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,088 $1.12M 0.01% +4,174 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,586 $909K <0.01% -13,057 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,763 $871K 0.02% +2,637 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 18,203 $845K 0.08% -488 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,772 $825K <0.01% -1,431 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 17,359 $806K 0.02% +7,828 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 16,916 $785K 0.6% -1,372 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,095 $701K <0.01% +10 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,771 $639K <0.01% +5,702 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 13,080 $607K 0.35% +1,765 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,857 $597K 0.05% +500 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,947 $508K 0.02% -33,444 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,746 $499K 0.07% +233 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,549 $490K 0.02% +981 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,402 $483K 0.02% -1,114 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,386 $482K <0.01% -1,581 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,558 $444K 0.03% +2,818 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,326 $433K 0.05% -322 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,591 $399K 0.09% -415 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,495 $394K 0.05% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,192 $380K <0.01% +2,156 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,961 $370K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,667 $310K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,535 $303K 0.02% 0 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 $281K <0.01% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,882 $273K 0.03% -372 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,541 $257K <0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,531 $257K 0.06% -228 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,220 $242K 0.11% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,073 $236K <0.01% -177 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,984 $231K 0.16% -183 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,800 $223K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,075 $189K <0.01% +600 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,665 $170K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,500 $162K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,371 $157K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,547 $118K <0.01% +1,425 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,336 $108K <0.01% -345 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,100 $97.5K <0.01% new 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,036 $94.5K 0.06% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,642 $76K <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 $63.2K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,329 $61.7K <0.01% -1 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 911 $42.3K <0.01% +122 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 699 $32.5K <0.01% -101 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 685 $31.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 656 $30.5K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 610 $28K <0.01% -1,152 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 594 $27.6K <0.01% +83 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 480 $22.4K <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) 465 $21.6K <0.01% -35 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $18.6K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 368 $17.1K <0.01% -88 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 340 $15.8K <0.01% +325 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 289 $13.4K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 266 $12.4K <0.01% +83 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $11.4K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 242 $11.2K <0.01% +103 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 161 $7.49K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 150 $6.96K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 144 $6.69K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 144 $6.69K <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 140 $6.5K <0.01% -349 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. 100 $4.64K <0.01% -655 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 60 $2.8K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 59 $2.74K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40 $1.86K <0.01% new 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 29 $1.35K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $928 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $697 <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $650 <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 $139 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.