MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,657,159 $13.6M <0.01% +7,153 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 674,774 $5.52M 0.02% +140,914 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 583,206 $4.77M 0.08% -205,879 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 539,348 $4.41M 0.01% +28,958 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 398,250 $3.26M 0.02% -286 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 208,609 $1.71M <0.01% +15,049 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 202,898 $1.66M <0.01% +11,547 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 138,810 $1.14M 0.02% -182,180 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 137,508 $1.12M <0.01% +2,028 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 131,008 $1.07M <0.01% +16,894 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 129,694 $1.06M <0.01% +895 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 127,091 $1.04M <0.01% -317 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 121,305 $992K 0.06% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 100,929 $826K 0.01% -1,697 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 96,733 $791K <0.01% -5,394 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 88,977 $723K 0.02% -2,919 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 87,940 $713K <0.01% +20,540 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 84,614 $692K 0.02% +60,884 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 74,007 $605K <0.01% -52,417 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 72,454 $593K 0.34% -71 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 66,106 $541K <0.01% -29,079 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 65,713 $538K <0.01% +18,448 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 64,700 $529K 0.06% +14,400 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 64,474 $527K 0.04% +7,912 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 55,303 $452K 0.06% +5,820 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 49,501 $413K 0.14% -48,727 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 47,511 $389K <0.01% -7,491 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/ 46,122 $377K <0.01% -6,741 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,551 $364K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 41,821 $342K <0.01% +1,610 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 35,652 $292K <0.01% +505 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,700 $259K <0.01% +11,908 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 31,390 $257K <0.01% +19,727 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,815 $236K <0.01% +8,139 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,315 $207K <0.01% -679 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 22,091 $181K 0.1% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,594 $177K 0.06% -6 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 21,329 $174K 0.01% -22,524 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,261 $174K <0.01% +1,032 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,650 $136K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,020 $131K <0.01% -298 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,285 $119K 0.01% +3,500 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,798 $113K 0.02% new 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 13,786 $113K 0.02% new 13F-HR Timeline Group Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 11,800 $96.5K 0.03% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,000 $90K 0.06% -1,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,901 $89.2K <0.01% -227 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,158 $83.1K <0.01% -3,901 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,204 $82.1K <0.01% -21 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,973 $65.2K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,585 $21.1K <0.01% +310 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,414 $19.7K <0.01% -1,459 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $19K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,800 $14.7K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,200 $9.82K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,141 $9.33K 0.01% -1,391 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,000 $8.18K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $8K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 518 $4.24K <0.01% +338 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 434 $3.55K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $3.27K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 330 $2.7K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 279 $2.28K <0.01% +6 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 273 $2.23K <0.01% -3 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $1.64K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42 $340 <0.01% -999 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $106 <0.01% -59 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $1 <0.01% -1,157 13F-HR Timeline Amount filed as zero, left out of ratios.