MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,575,445 $64.2M <0.01% +2,428,627 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 6,549,321 $55.5M 1.3% new 13F-HR Timeline Group MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 4,790,000 $40.6M 16.03% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,739,593 $23.2M 0.01% +3,878 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,662,600 $22.6M <0.01% +675,500 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/ 2,444,635 $20.7M <0.01% +28,066 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,421,539 $20.5M 7.77% +877,338 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,024,724 $17.1M 0.31% +52,616 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,993,236 $16.9M 0.16% +194,418 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,444,000 $12.2M 0.8% +1,021,050 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,412,852 $12M <0.01% +47,985 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,172,900 $9.93M 3.38% +504,309 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,165,402 $9.87M <0.01% +115,098 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,093,374 $9.26M 0.17% +32,319 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 984,933 $8.34M 0.02% +104,268 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 919,715 $7.79M <0.01% +5,955 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 853,263 $7.23M 0.01% +142,211 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 732,569 $6.2M 0.59% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 688,115 $5.83M <0.01% +297,657 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 650,208 $5.51M <0.01% -109,386 13F-HR Timeline Group Yakira Capital Management, Inc. More: the full row for Yakira Capital Management, Inc. 625,691 $5.3M 2.16% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 616,628 $5.22M <0.01% -54,263 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 612,983 $5.19M 0.01% +91,687 13F-HR Timeline Group ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 608,030 $5.15M 1.2% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 565,579 $4.79M 0.43% +101,999 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 435,693 $3.69M 0.01% +6,671 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 383,941 $3.25M 0.09% +2,941 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 324,863 $2.75M 0.09% new 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 290,860 $2.46M 1.57% +17,630 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 266,040 $2.25M 0.04% -17,201 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 253,059 $2.14M 0.19% +16,334 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 241,097 $2.04M <0.01% -204,763 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 241,110 $2.04M 0.01% +22,792 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 212,919 $1.8M <0.01% -1,777 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 202,997 $1.72M <0.01% +17,921 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 178,456 $1.53M 0.02% +73,541 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 178,096 $1.51M 0.21% +895 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 173,267 $1.47M <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 154,958 $1.31M 0.01% -1,793 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 144,895 $1.23M 1.19% +25,391 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 143,818 $1.22M 0.01% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 143,567 $1.22M 0.01% +37,835 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 130,663 $1.11M +36,785 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 126,769 $1.07M <0.01% +7,059 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 111,157 $942K 0.1% +18,638 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 109,282 $926K 0.03% -26,715 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 107,234 $908K 0.61% -4,092 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 104,157 $891K 0.35% -11,135 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 99,307 $841K 0.01% +26,492 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 98,653 $836K 0.29% -1,728 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 96,903 $821K 0.02% +4,515 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 94,786 $803K 0.03% +17,459 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 92,919 $787K <0.01% +688 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91,784 $777K 0.02% +15,397 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 83,418 $707K 0.19% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 81,699 $692K <0.01% +67,743 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 84,347 $679K 0.69% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 77,880 $660K 0.03% +1,800 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 74,517 $631K 0.06% +12,420 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 68,858 $583K 0.56% +7,358 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,321 $553K <0.01% -877 13F-HR Timeline Group JONES ROAD CAPITAL MANAGEMENT, L.P. More: the full row for JONES ROAD CAPITAL MANAGEMENT, L.P. 65,227 $552K 0.39% +43,423 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 62,902 $533K 0.03% new 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 60,480 $512K 0.21% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 59,476 $504K 0.05% +29,908 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 58,555 $496K 0.45% -13,409 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,556 $488K <0.01% +46 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 57,257 $485K 0.04% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 52,826 $447K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 51,667 $438K 0.01% +1,489 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 50,000 $424K 0.06% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 48,841 $414K 0.02% -2,200 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,908 $391K 0.01% +20,533 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 43,050 $365K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,497 $360K 0.01% -4,024 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 42,062 $356K <0.01% +14,582 13F-HR/A Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 41,500 $352K <0.01% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 41,340 $350K 0.08% new 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 41,046 $348K 0.1% -31,446 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 40,349 $342K 0.03% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 40,240 $341K 0.05% +22,297 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 42,687 $339K 0.24% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 38,617 $327K 0.05% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 38,219 $324K 0.09% -680 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 38,096 $323K <0.01% +257 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 36,655 $311K 0.08% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 36,010 $305K 0.04% +6,003 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 34,433 $292K 0.01% -64,386 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 34,420 $292K 0.06% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 34,197 $290K 0.01% -1,002 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,997 $288K <0.01% +11,497 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,135 $281K <0.01% +1,446 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,359 $274K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,648 $268K <0.01% -168 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,849 $261K <0.01% +5,466 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 30,350 $257K 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 29,115 $247K <0.01% -51,222 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,848 $236K <0.01% -2,215 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 26,414 $236K 0.08% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 26,460 $224K 0.19% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 27,201 $220K 0.02% +1 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,663 $217K 0.03% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,924 $213K 0.07% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 24,392 $207K 0.01% +531 13F-HR/A Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 23,698 $206K 0.07% +11,349 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,600 $200K <0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,367 $198K <0.01% +43 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,960 $194K 0.01% -1,755 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,005 $186K <0.01% -11,712 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 21,685 $184K 0.05% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 21,046 $178K 0.07% +6,891 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 18,757 $159K 0.04% +1,188 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,583 $156K 0.01% 0 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 18,001 $152K 0.05% +1 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 17,853 $151K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,758 $150K <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,176 $150K <0.01% -6,544 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,652 $150K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,356 $147K <0.01% +630 13F-HR Timeline Group QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 16,576 $140K 0.15% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 16,550 $140K 0.09% +2,760 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 15,920 $135K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,239 $129K <0.01% -5,941 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 15,194 $129K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15,000 $127K <0.01% +3,160 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,967 $127K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,898 $126K 0.02% new 13F-HR Timeline ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 14,360 $122K 0.02% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,051 $119K 0.03% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,702 $116K <0.01% -263 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,070 $111K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,960 $110K -11,449 Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 12,950 $110K 0.07% +1,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,718 $108K <0.01% +12,560 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,950 $101K 0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,747 $99.5K <0.01% +56 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,741 $99.4K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,500 $88.9K <0.01% +4,000 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,432 $88.4K <0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,378 $87.9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,317 $62K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,677 $50.6K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,784 $49K <0.01% +869 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) 4,711 $39.9K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,637 $39.3K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,577 $38.8K 0.04% +2,922 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,508 $38.2K 0.03% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,779 $32K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,371 $28.6K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,337 $28.3K 0.02% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,960 $25.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,771 $22.3K <0.01% +2,022 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,467 $20.9K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,376 $20.1K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $17K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,882 $16K <0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,823 $15.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,578 $13.4K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,200 $10K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,004 $8.5K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 965 $8.17K 0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 900 $7.62K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 870 $7.37K <0.01% -4,250 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 666 $5.64K <0.01% -146,559 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 550 $4K <0.01% +546 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 132 $1.12K <0.01% -5,454 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $1.12K <0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 120 $1.02K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 65 $551 <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23 $195 <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $4 <0.01% -567 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 0 $1 <0.01% 0 13F-HR Timeline Group 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.