MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 755,258 $25M <0.01% +152,525 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 731,094 $24.2M 10.65% -14,597 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 281,220 $9.3M +7,147 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 212,210 $7.02M <0.01% -24,269 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 158,313 $5.24M <0.01% +2,170 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 155,759 $5.15M <0.01% +15,318 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 154,903 $5.12M <0.01% +49,992 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 125,090 $4.14M 0.01% -5,146 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 77,371 $2.56M 0.53% +10,473 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,770 $1.94M <0.01% +43,024 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 58,594 $1.94M 0.09% +49,110 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 55,303 $1.78M 1.46% +1,105 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 53,035 $1.75M 1.5% +9,730 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 52,276 $1.73M <0.01% -4,905 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 51,217 $1.69M 0.01% -2,796 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 51,121 $1.69M 0.04% -27,403 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,779 $1.48M <0.01% -10,549 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 42,051 $1.39M 0.04% +14,899 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 41,769 $1.38M 0.3% -30 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 37,198 $1.23M <0.01% -10,434 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,548 $1.08M <0.01% -5,000 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 30,995 $1.03M 0.07% +4,562 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,667 $948K <0.01% -4,666 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 27,832 $921K 0.37% -3,530 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 25,730 $851K 0.03% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 22,473 $743K 0.63% -5,039 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,150 $700K <0.01% +1,316 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,202 $602K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,531 $547K 0.01% -10,977 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,511 $546K <0.01% -5,997 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,857 $519K 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,508 $513K <0.01% +493 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,889 $493K 0.01% +1,154 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,451 $445K <0.01% new 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 13,247 $438K 0.27% +992 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,578 $416K 0.02% +1,544 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,101 $367K 0.05% +65 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,026 $332K <0.01% -514 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,701 $321K 0.04% +451 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,576 $317K <0.01% -17,175 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,090 $301K <0.01% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 8,614 $285K 0.2% -6,065 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,207 $272K 0.03% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,230 $239K <0.01% -8,351 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,107 $235K 0.02% +106 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,381 $211K <0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,113 $202K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,840 $193K <0.01% new 13F-HR Timeline Group VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 4,500 $149K 0.12% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,667 $121K <0.01% +2 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,299 $109K <0.01% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,935 $96.6K <0.01% +483 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,552 $84.4K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,121 $70K <0.01% -215 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,018 $66.8K <0.01% +1,953 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,938 $64K <0.01% -178 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 $45.1K <0.01% 0 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 876 $29K <0.01% -60 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 685 $22.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 656 $21.7K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 550 $18.2K <0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 511 $16.9K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 480 $15.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 350 $11.6K <0.01% -373 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 340 $11.2K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 307 $10.2K <0.01% -120 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 291 $9.61K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 185 $6.12K <0.01% -98 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 144 $4.76K <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 $3.31K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 70 $2.32K <0.01% -175 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 51 $1.69K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 50 $1.65K <0.01% -45 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 43 $1.42K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $1.39K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22 $716 <0.01% -223,071 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $662 <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 17 $562 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $496 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $463 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10 $350 <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 $99 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.