MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,650,006 $12.8M <0.01% +42,608 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 789,085 $6.14M 0.11% -107,425 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 533,860 $4.15M 0.02% -243,558 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 510,390 $3.97M 0.01% +30,790 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 398,536 $3.1M 0.02% +15,846 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 320,990 $2.5M 0.04% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 193,560 $1.51M <0.01% -5,760 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 191,351 $1.49M <0.01% +9,208 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 135,480 $1.05M <0.01% +11,522 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 128,799 $1M <0.01% +24,599 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 127,408 $991K <0.01% +44,804 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 126,424 $984K <0.01% -52,802 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 114,114 $888K <0.01% -9,021 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,127 $795K <0.01% -1,797 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 102,626 $786K 0.01% +13,324 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 98,228 $781K 0.28% +33,000 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 95,185 $741K 0.01% +154 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 91,896 $727K 0.02% +6,218 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 72,525 $564K 0.34% -5,800 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 67,400 $524K <0.01% -6,108 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 56,562 $440K 0.04% +8,551 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,002 $428K <0.01% -1,851 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/ 52,863 $411K <0.01% +5,960 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 50,300 $391K 0.05% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 49,483 $385K 0.05% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 49,400 $384K 0.02% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 47,265 $368K <0.01% +1,920 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,551 $347K <0.01% -1,489 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 43,853 $341K 0.02% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,211 $313K <0.01% +1,330 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 35,147 $273K <0.01% +375 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,994 $202K <0.01% +251 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,820 $197K <0.01% -2,100 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 23,730 $185K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22,575 $176K 0.01% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 22,091 $172K 0.1% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,600 $168K 0.06% +2,947 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,676 $161K <0.01% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,229 $157K <0.01% +1,364 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,792 $154K <0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,650 $130K <0.01% -650 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,318 $127K <0.01% -8,254 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,059 $109K <0.01% +68 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 12,000 $93.4K 0.07% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,663 $90.7K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,128 $86.6K <0.01% -816 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,785 $85.7K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,225 $80.7K <0.01% -6 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 9,908 $77.1K 0.01% +4,443 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 9,815 $76.4K 0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,973 $62K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,873 $30.1K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,532 $19.7K 0.01% -57,769 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $18K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,275 $17.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,000 $15.6K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,800 $14K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,200 $9.34K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,157 $9.03K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,041 $8.1K <0.01% +1,001 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $8K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 503 $4K <0.01% +45 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 434 $3.38K <0.01% -1,400 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $3.11K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 383 $2.98K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 276 $2.14K <0.01% +165 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 273 $2.12K <0.01% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $1.55K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 180 $1.4K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 72 $560 <0.01% -33 13F-HR Timeline 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.