MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,069,659 $45.6M <0.01% -389,647 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,639,416 $34.9M 0.71% +61,751 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,121,323 $23.5M 7.21% +936,565 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,944,594 $22.1M <0.01% +19,925 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,897,039 $21.8M 0.03% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,782,303 $20.9M 0.25% +257,602 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,624,135 $19.7M 0.01% -279,246 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,493,861 $18.8M <0.01% +877,608 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,164,618 $16.3M 1.17% +1,673,949 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,946,861 $14.6M 0.12% -248,080 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/ 1,915,221 $14.4M <0.01% -144,584 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,795,370 $13.5M 0.71% +265,100 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 1,716,759 $12.9M 2.98% +19,288 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,576,414 $11.9M <0.01% +193,420 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,552,425 $11.7M 0.19% +145,634 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,279,118 $9.62M <0.01% +178,977 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 939,188 $7.06M 0.01% -64,517 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 914,688 $6.88M <0.01% +92,204 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 853,263 $6.42M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 831,940 $6.25M <0.01% +64,649 13F-HR/A Timeline Group Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 813,234 $6.12M 2.2% +45,800 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 730,397 $5.49M 0.01% -30,116 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 713,294 $5.36M 1.82% -163,662 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 646,392 $5.06M 0.37% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 502,052 $3.78M 1.05% -780,696 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 474,087 $3.57M <0.01% -262,604 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 453,542 $3.41M <0.01% +62,761 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 411,628 $3.1M 0.7% +293,680 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 406,970 $3.06M 0.22% -46,858 13F-HR Timeline ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 391,237 $2.94M 0.35% +102,055 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 384,140 $2.89M 0.21% +20,000 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 309,750 $2.33M 1.68% -35,454 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 305,520 $2.3M <0.01% -603 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 304,722 $2.29M <0.01% -241,689 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 300,025 $2.26M 0.07% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 298,104 $2.24M <0.01% -23,647 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 289,156 $2.15M 0.15% +6,059 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 271,051 $2.04M 0.03% -16,094 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 250,000 $1.88M 0.8% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 239,830 $1.8M 0.03% +92,896 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 239,614 $1.8M 0.03% +115,645 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 224,467 $1.69M 0.02% -11,455 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 223,845 $1.68M 0.01% +29,096 13F-HR/A Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 199,524 $1.5M 0.18% +14,682 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 197,523 $1.49M 0.31% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 196,077 $1.47M 0.09% +67,158 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 186,804 $1.4M <0.01% -30,090 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 168,666 $1.26M 0.07% +81,831 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 165,262 $1.24M <0.01% -25,087 13F-HR Timeline Quarry LP More: the full row for Quarry LP 150,100 $1.13M 0.23% +34,728 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 125,266 $942K 0.01% +8,832 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 119,308 $897K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 117,669 $885K <0.01% -2,159 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 112,678 $847K 0.48% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 107,219 $806K 0.46% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 103,506 $778K 0.01% -23,255 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 101,280 $768K 0.01% -55,060 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 101,759 $765K <0.01% +37,331 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 99,789 $750K <0.01% -436 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 97,973 $737K 0.02% +10 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 96,535 $726K <0.01% -12,842 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 94,360 $710K 0.6% new 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 87,400 $657K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 80,653 $607K 0.01% -13,655 13F-HR/A Timeline Yakira Capital Management, Inc. More: the full row for Yakira Capital Management, Inc. 77,778 $585K 0.17% -1,728 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 75,620 $569K 0.21% -9,100 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 74,526 $560K <0.01% +34,700 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 74,365 $559K 0.15% -12,098 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 73,895 $556K 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 73,865 $555K <0.01% -11,343 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 72,455 $545K 0.02% +4,000 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 69,973 $526K 0.15% +20 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 68,421 $515K 0.04% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,150 $490K <0.01% +22,120 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. 64,399 $484K 0.03% -186,795 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,765 $472K <0.01% -2,719 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 60,908 $458K 0.33% -8,685 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 56,080 $422K <0.01% -1,736 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 55,550 $418K <0.01% -2,365 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 54,383 $409K 0.26% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 52,431 $394K 0.05% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 51,693 $389K 0.1% +2,740 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,355 $371K <0.01% -6,149 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 46,000 $356K 0.12% -67,966 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 45,781 $344K 0.15% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 44,438 $334K <0.01% new 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 44,406 $334K 0.27% -1,044 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 43,050 $324K 0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,838 $307K 0.02% -4,933 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 40,509 $305K 0.02% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40,500 $305K 0.01% -3,000 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 40,414 $304K <0.01% new 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 40,349 $303K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 39,582 $298K <0.01% +54 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 35,729 $269K 0.06% -600 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 34,368 $258K 0.01% -6,613 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 32,381 $244K 0.25% -83 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 32,038 $241K <0.01% -5,337 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,703 $238K <0.01% +810 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 31,445 $236K 0.03% -4,015 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 30,119 $227K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 29,524 $223K 0.17% +17,656 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,336 $221K <0.01% -204 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,572 $215K <0.01% +6,602 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,452 $214K 0.01% -14,251 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 26,010 $196K 0.02% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,248 $190K <0.01% -1,625 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,102 $189K -5,708 Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,924 $180K 0.04% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 23,402 $176K 0.05% -6,456 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23,187 $174K <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 21,835 $164K <0.01% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 21,269 $160K 0.03% -370 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,312 $153K <0.01% -2,664 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 20,000 $150K 0.02% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,985 $150K 0.01% -81 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 18,978 $143K 0.09% -4,766 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 17,984 $135K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,826 $133K <0.01% +631 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,453 $133K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,038 $132K <0.01% -21,035 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 17,321 $130K 0.06% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,954 $127K 0.01% -8,709 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 16,550 $124K 0.09% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 16,534 $124K 0.13% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 16,480 $124K <0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,449 $124K 0.01% -12,500 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 15,905 $120K 0.12% -7,489 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,270 $115K <0.01% -4,038 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,728 $115K <0.01% -6,632 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 14,986 $114K <0.01% +535 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 15,120 $114K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,653 $110K <0.01% +2,039 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,492 $109K <0.01% -27,463 13F-HR Timeline Group Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 13,184 $100K 0.02% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,070 $98.3K 0.04% 0 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 13,020 $97.9K 0.1% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,970 $97.5K 0.01% -1,238 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 12,893 $97K <0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,747 $95.9K <0.01% +295 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,694 $95K <0.01% -84,246 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,624 $95K <0.01% -5,276 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,436 $94K <0.01% -2,710 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,487 $93.9K <0.01% +2,285 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,190 $91.8K <0.01% +142 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,133 $91.2K 0.01% -3,126 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,974 $90K <0.01% new 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,950 $89.9K <0.01% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,741 $88.3K 0.01% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 11,650 $87.6K 0.04% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,273 $84.8K <0.01% +10,507 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,788 $81.1K 0.05% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,494 $78.9K <0.01% new 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 10,462 $78.7K 0.02% -2,412 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,378 $78K <0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,328 $77.7K 0.03% +206 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,353 $47.8K 0.04% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,580 $42K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,400 $40.6K <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 5,214 $39.2K <0.01% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,850 $36.5K 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 $35.5K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,170 $23.8K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,897 $21.8K <0.01% -2,022 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,871 $21.6K 0.02% -1,039 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,376 $17.9K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,128 $16K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,100 $15.8K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,076 $15.6K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $14.9K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,827 $13.7K <0.01% +39 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,578 $11.9K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,200 $9K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $7.52K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 866 $6.51K <0.01% -3,824 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 726 $5.39K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 612 $4.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 550 $4.14K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $3.76K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $3.76K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 377 $2.7K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 300 $2.26K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 150 $1.13K <0.01% +4 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) 16 $120 <0.01% +3 13F-HR Timeline Group 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.