MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,622,877 $64.6M <0.01% +47,432 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,988,753 $50.7M 1.08% -560,568 13F-HR Timeline Group MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 3,959,544 $33.5M 12.12% -830,456 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,818,767 $23.9M 7.83% +397,228 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,792,247 $23.7M 0.01% +52,654 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,683,125 $22.7M <0.01% +20,525 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/ 2,547,116 $21.6M <0.01% +102,481 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,089,952 $17.7M 0.14% +96,716 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,086,378 $17.7M 0.25% +61,654 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,808,320 $15.3M 0.91% +364,320 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,357,250 $11.5M <0.01% -55,602 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,331,047 $11.3M 4.02% +158,147 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,167,755 $9.89M <0.01% +2,353 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,128,692 $9.56M 0.17% +35,318 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 984,051 $8.33M <0.01% +64,336 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 979,638 $8.3M 0.02% -5,295 13F-HR/A Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 853,263 $7.23M 0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 717,177 $6.07M <0.01% +29,062 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 700,086 $5.93M 0.51% -32,483 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 637,244 $5.4M <0.01% +20,616 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 627,954 $5.32M <0.01% -22,254 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 612,455 $5.19M 0.01% -528 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 535,006 $4.53M 0.38% -30,573 13F-HR Timeline Yakira Capital Management, Inc. More: the full row for Yakira Capital Management, Inc. 432,247 $3.66M 1.35% -193,444 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 393,471 $3.33M <0.01% -42,222 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 385,191 $3.26M 0.74% -222,839 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 384,971 $3.26M 0.08% +1,030 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 359,399 $3.04M 0.06% +34,536 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 310,253 $2.63M 1.62% +19,393 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 282,433 $2.39M 0.19% +29,374 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 259,161 $2.2M 0.04% -6,879 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 253,232 $2.14M <0.01% +12,135 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 236,866 $2.01M 0.01% -4,244 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 220,059 $1.86M <0.01% +17,062 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 191,938 $1.63M 0.36% +108,520 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 191,695 $1.62M <0.01% +18,428 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 174,449 $1.48M 0.19% -3,647 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 160,075 $1.36M 0.02% -18,381 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 148,127 $1.25M 0.01% -6,831 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 145,407 $1.23M 0.01% +1,840 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 Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 138,450 $1.17M 0.45% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 131,286 $1.11M 0.09% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 128,855 $1.09M <0.01% +2,086 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 112,075 $949K 0.1% +918 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 110,389 $935K 0.03% +1,107 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 108,134 $916K 0.74% -36,761 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 107,234 $908K 0.57% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 106,150 $899K 0.3% -24,513 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 105,501 $899K 0.01% +8,598 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100,898 $855K 0.02% +9,114 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 95,687 $810K 0.26% -2,966 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 94,945 $804K 0.01% -4,362 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 94,280 $799K <0.01% -118,639 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 93,438 $791K <0.01% +519 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 86,857 $743K 0.27% -17,300 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 87,579 $742K 0.07% +28,103 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 86,889 $736K 0.02% -7,897 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 81,774 $696K <0.01% +75 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 78,780 $667K 0.03% +900 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 78,614 $666K <0.01% +13,293 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 71,767 $608K <0.01% +42,652 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 71,577 $606K 0.05% -2,940 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 69,041 $585K 0.52% +183 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 63,998 $542K 0.02% +1,096 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 63,664 $539K <0.01% +21,602 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 60,480 $512K 0.21% 0 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 60,460 $510K 0.65% -23,887 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 57,955 $491K 0.41% -600 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,730 $489K <0.01% +174 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 FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 57,247 $485K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 56,021 $474K 0.01% +4,354 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 53,034 $449K 0.11% +34,277 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 46,975 $398K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46,050 $390K 0.01% +35,550 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 44,101 $374K 0.04% +3,861 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 43,973 $372K 0.1% +2,927 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 43,420 $368K 0.06% +2,080 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43,145 $365K 0.01% -5,696 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 Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 42,687 $362K 0.21% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 40,349 $342K 0.03% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,826 $337K <0.01% -13,000 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 38,414 $325K +25,454 Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 38,180 $323K <0.01% -3,320 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 37,619 $319K 0.08% -600 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 36,485 $310K 0.07% -170 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 36,010 $305K 0.04% 0 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 35,523 $301K 0.03% +5,173 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,160 $281K <0.01% -837 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 32,953 $279K 0.01% -1,480 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,014 $271K <0.01% -1,121 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 30,895 $262K 0.01% -3,302 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 29,789 $252K 0.09% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,228 $248K <0.01% -2,420 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,055 $238K <0.01% -2,794 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 27,201 $231K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 27,116 $230K 0.01% -15,381 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 26,605 $225K 0.17% +145 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,663 $217K 0.03% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,505 $208K <0.01% +1,138 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,924 $203K 0.06% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,914 $203K 0.01% +954 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,631 $201K 0.03% -14,986 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,139 $188K <0.01% -769 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,064 $187K <0.01% -5,784 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 21,639 $183K 0.05% -46 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,076 $170K <0.01% +2,424 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 20,000 $169K 0.02% -30,000 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 19,382 $164K 0.01% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,274 $155K <0.01% -5,326 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 18,001 $152K 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,614 $149K 0.01% +31 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,586 $149K <0.01% -172 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 0.08% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,530 $140K <0.01% -21,566 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,287 $129K <0.01% +48 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% 0 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,967 $127K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,091 $121K <0.01% 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 14,032 $119K <0.01% +330 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 13,950 $118K 0.06% +1,000 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,862 $117K 0.01% -10,530 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,568 $115K <0.01% -8,437 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,412 $114K <0.01% -4,764 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,070 $111K 0.05% 0 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 12,014 $102K <0.01% -5,839 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 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 MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 11,349 $96.1K 0.03% -12,349 13F-HR Timeline 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 Elequin Capital, LP More: the full row for Elequin Capital, LP 9,346 $79.2K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,417 $71.3K 0.01% +1,100 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,216 $52.7K <0.01% +539 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,963 $50.5K <0.01% +179 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,919 $41.7K <0.01% +2,148 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 CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,742 $31.7K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,734 $31.6K 0.03% -843 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,518 $29.8K <0.01% -9,200 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,337 $28.3K 0.02% 0 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 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% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,000 $16.9K <0.01% -2,637 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $16.9K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,985 $16.8K <0.01% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,823 $15.4K <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 1,688 $14.3K <0.01% +818 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,666 $14.1K 0.01% +1,000 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,578 $13.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,405 $12K <0.01% -477 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,200 $10K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,111 $9.31K <0.01% -2,260 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 965 $8.17K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 570 $4.83K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 540 $4.57K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 550 $4K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 333 $2.82K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 136 $1.15K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 62 $525 <0.01% -70 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $5 <0.01% 0 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.