MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,031,373 $69.3M <0.01% +2,961,714 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,082,097 $31.3M 0.59% -557,319 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,477,794 $26.7M 7.2% +356,471 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,973,326 $22.8M 0.03% +76,287 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,935,750 $22.5M <0.01% -8,844 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,892,702 $22.2M 0.17% +110,399 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,621,477 $20.1M <0.01% -2,658 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,604,993 $20M <0.01% +111,132 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/ 2,029,187 $15.6M <0.01% +113,966 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,999,420 $15.3M 0.72% +204,050 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,827,295 $14M 0.21% +274,870 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,822,745 $14M 0.09% -124,116 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,782,406 $13.7M <0.01% +205,992 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,301,970 $9.99M <0.01% +22,852 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,218,608 $9.35M 0.81% -946,010 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,111,921 $8.53M 2.62% +398,627 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 971,097 $7.45M 1.4% -745,662 13F-HR Timeline Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 959,147 $7.37M 1.8% +145,913 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 912,982 $7M <0.01% -1,706 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 853,263 $6.54M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 805,512 $6.18M <0.01% -26,428 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 722,018 $5.54M 0.01% -8,379 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 691,859 $5.31M <0.01% +217,772 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 581,044 $4.46M 0.3% -65,348 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 435,208 $3.34M 0.8% +23,580 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 414,174 $3.18M 0.2% +7,204 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 405,966 $3.11M <0.01% -47,576 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 381,673 $2.93M 0.05% new 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 356,400 $2.73M 1.76% +46,650 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 292,973 $2.25M <0.01% -12,547 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 286,282 $2.2M 0.13% -2,874 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 277,570 $2.13M 0.01% +53,725 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 271,569 $2.08M 0.3% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 250,000 $1.92M 0.77% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 245,449 $1.88M 0.03% +5,835 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 234,220 $1.8M <0.01% -63,884 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 227,248 $1.74M 0.03% -12,582 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 222,501 $1.71M 2.05% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 216,825 $1.66M 0.02% -7,642 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 208,325 $1.6M 0.08% +39,659 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 204,292 $1.57M <0.01% +17,488 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 193,824 $1.49M 0.29% -3,699 13F-HR/A Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 187,284 $1.44M 0.15% -12,240 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 174,914 $1.34M <0.01% +9,652 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 149,412 $1.15M 0.01% +24,146 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 138,875 $1.07M 0.01% +37,595 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 118,450 $909K 0.01% -858 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 113,279 $869K 0.02% +15,306 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 107,219 $822K 0.44% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 106,834 $819K <0.01% -10,835 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 94,512 $725K <0.01% -5,277 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 87,957 $675K <0.01% -13,802 13F-HR Timeline Group CastleKnight Management LP More: the full row for CastleKnight Management LP 87,400 $670K 0.02% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 75,620 $580K 0.19% 0 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 73,895 $567K 0.25% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 72,748 $558K <0.01% -1,117 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 71,605 $549K 0.02% -850 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 69,043 $530K 0.14% -930 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 68,718 $527K <0.01% +12,638 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 68,421 $525K 0.04% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 68,111 $522K 0.01% -35,395 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 64,526 $495K <0.01% -10,000 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 63,592 $488K 0.34% +2,684 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 63,591 $488K 0.01% -17,062 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 62,823 $482K <0.01% +7,273 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 57,539 $441K 0.1% -16,826 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 57,298 $439K 0.1% +5,605 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,669 $435K <0.01% -6,096 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 54,980 $422K 0.16% +9,199 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 54,139 $415K <0.01% +4,784 13F-HR Timeline Group Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 53,397 $410K 0.24% -986 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 52,431 $401K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47,474 $364K 0.01% +13,106 13F-HR Timeline Yakira Capital Management, Inc. More: the full row for Yakira Capital Management, Inc. 47,378 $363K 0.11% -30,400 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 45,443 $349K <0.01% +1,005 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 44,304 $340K 0.23% -102 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 43,816 $336K 0.01% 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 43,300 $332K <0.01% +2,886 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 43,050 $330K 0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 41,800 $321K <0.01% +18,613 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 41,091 $315K <0.01% +1,509 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,838 $313K 0.02% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 40,349 $309K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37,000 $284K 0.01% -3,500 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,442 $280K 0.01% +35,830 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 35,659 $274K 0.05% -70 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,188 $255K <0.01% +1,485 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 33,125 $254K 0.04% +1,680 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 32,942 $253K 0.25% +561 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 32,520 $249K 0.02% -351,620 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 30,870 $238K 0.16% +1,346 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 30,119 $233K <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,367 $225K <0.01% +31 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,157 $224K <0.01% -35,993 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 28,766 $221K <0.01% +12,286 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,669 $214K <0.01% +9,631 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,598 $204K <0.01% +1,350 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 26,139 $200K 0.03% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 26,010 $199K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,924 $183K 0.04% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 23,402 $179K 0.05% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,754 $175K <0.01% +8,262 13F-HR Timeline Group ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 22,637 $174K 0.1% +3,659 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 21,631 $168K 0.05% -24,369 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 21,835 $167K <0.01% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 21,002 $161K 0.03% -267 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,312 $156K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,242 $155K <0.01% +4,514 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 20,000 $153K 0.02% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,728 $151K 0.01% -257 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,094 $146K <0.01% +3,824 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,627 $143K 0.01% +6,494 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,033 $139K <0.01% +3,047 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 17,984 $138K 0.03% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,914 $137K <0.01% -78,621 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,651 $135K <0.01% -175 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,453 $134K <0.01% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 17,321 $133K 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,166 $132K <0.01% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,954 $130K 0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 16,550 $127K 0.09% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 16,534 $127K 0.11% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 15,908 $122K 0.11% +3 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,820 $121K <0.01% +3,196 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,638 $120K 0.01% new 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 14,695 $114K 0.03% +1,511 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 15,120 $114K 0.04% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,710 $113K <0.01% +57 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,476 $111K 0.01% -1,973 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,390 $103K <0.01% -15,182 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,337 $102K <0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,070 $100K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,705 $97.4K <0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,487 $95.8K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,436 $95K <0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,378 $94.9K 0.01% -592 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,269 $94.1K <0.01% +295 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,023 $92.2K <0.01% -16,429 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,933 $91.5K <0.01% new 13F-HR/A Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,884 $91.2K <0.01% -863 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,741 $90.1K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,310 $86.5K <0.01% -880 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,130 $85.4K 0.02% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,788 $82.7K 0.05% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,378 $79.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,253 $78.6K <0.01% -1,020 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,061 $77.2K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,770 $51.9K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,201 $47.6K <0.01% +987 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 5,931 $45.5K 0.03% -422 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,400 $41.4K <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. 4,718 $36.2K <0.01% 0 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,377 $33.6K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,721 $28.5K 0.02% +850 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,897 $22.2K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,376 $18.2K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,100 $16.1K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,076 $15.9K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $15.4K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,884 $14.5K <0.01% +57 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,578 $12.1K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,500 $11.5K <0.01% -1,670 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,451 $11.1K <0.01% -677 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,250 $9.59K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,200 $9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 726 $5.59K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 550 $4.22K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $3.83K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $3.83K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 300 $2.3K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 154 $1.18K <0.01% +4 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 40 $308 <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.