MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,406,674 $38.1M <0.01% +133,612 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 2,150,869 $24M 0.77% -34,041 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,810,250 $20.2M 0.16% +207,951 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,573,703 $17.6M <0.01% -309,473 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,288,928 $14.4M <0.01% +131,127 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,150,167 $12.8M 0.03% +67,853 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 741,485 $8.28M 0.15% +97,515 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 551,348 $6.16M 0.01% +24,265 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/ 494,618 $5.52M <0.01% +37,729 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 475,879 $5.32M 0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 434,012 $4.85M <0.01% +71,621 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 347,748 $3.88M 0.16% +27,375 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 320,013 $3.58M 0.46% -17,900 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 323,400 $3.55M 0.62% +12,970 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 249,824 $2.81M 0.07% +9,450 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 212,080 $2.37M 0.01% +33,183 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 191,148 $2.14M 0.13% -772 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 173,252 $1.94M 0.04% -66,175 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 155,519 $1.74M 0.01% +295 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 148,317 $1.66M <0.01% -2,742 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 148,098 $1.65M 0.76% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 144,621 $1.62M 0.28% -1,976 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 142,401 $1.59M 1.37% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 140,068 $1.56M 0.02% +7,219 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 135,540 $1.51M 0.33% +12,500 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 127,194 $1.42M <0.01% +2,059 13F-HR/A Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 122,707 $1.37M 0.57% -655,189 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 118,150 $1.32M <0.01% +4,399 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 108,930 $1.22M 0.84% -31,965 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 106,671 $1.19M 0.01% +36,603 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 99,375 $1.11M 0.01% +53,075 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 93,821 $1.05M 0.01% -14,066 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 86,319 $964K 0.03% +2,300 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 75,626 $845K <0.01% +4,185 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 75,437 $843K <0.01% 0 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 74,291 $830K <0.01% +19,110 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 73,963 $826K <0.01% +14,337 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 70,996 $793K <0.01% -2,935 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 68,102 $761K 0.03% 0 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 66,107 $738K 0.47% -5,592 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 65,357 $730K 0.01% -8,413 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 62,377 $697K +12,042 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 62,950 $689K 0.02% +1,812 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 61,310 $675K 0.44% -13,743 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 56,859 $635K 0.48% +6,466 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 55,063 $615K 0.03% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,309 $584K <0.01% -11,056 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 51,950 $580K 0.05% +1,000 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,896 $569K <0.01% +24,182 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 49,816 $556K 0.35% -3,750 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 48,541 $542K <0.01% -1,321 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,490 $542K <0.01% +560 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 46,560 $520K 0.3% -3,419 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 46,000 $514K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 44,524 $497K 0.03% +1,385 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 42,600 $476K 0.04% +5,000 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 42,320 $473K 0.05% -1,500 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 41,135 $459K 0.19% -18,775 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 40,750 $458K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 40,955 $457K 0.05% +600 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 38,828 $434K 0.11% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 36,396 $407K 0.01% +7,456 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,626 $398K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 35,000 $391K 0.01% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 33,499 $374K 0.19% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,000 $346K 0.01% +86 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 27,382 $306K <0.01% +15,714 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,100 $305K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,259 $304K <0.01% -7,437 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 25,000 $281K 0.06% +11,500 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 24,375 $267K 0.06% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 23,060 $259K 0.1% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,822 $244K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,541 $241K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,526 $231K 0.01% -3,496 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,789 $221K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,128 $214K <0.01% -49,611 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 19,000 $212K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 18,195 $203K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,654 $197K <0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,057 $191K 0.01% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 15,987 $179K 0.01% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 15,785 $176K 0.04% +254 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,168 $169K <0.01% -1,400 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,049 $168K 0.01% 0 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 15,000 $168K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,000 $168K <0.01% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 14,953 $167K 0.1% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,520 $162K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,831 $154K <0.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,556 $151K <0.01% +2,229 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,544 $151K <0.01% +2,740 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,215 $148K <0.01% -1,138 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,043 $146K <0.01% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 12,100 $135K 0.04% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,987 $134K <0.01% -5,368 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,115 $124K 0.01% -380 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,012 $123K 0.01% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,900 $122K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 10,612 $119K 0.15% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 10,400 $116K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,061 $112K <0.01% 0 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 10,000 $112K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,900 $99.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,400 $49.1K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,685 $41.2K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,550 $39.7K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,000 $22.3K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $22K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,400 $15.6K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,303 $14.6K <0.01% +26 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,240 $13.8K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 951 $10.6K <0.01% +18 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 875 $9.77K <0.01% +17 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 600 $6.7K <0.01% +100 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 450 $5.03K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 113 $1.26K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 47 $525 <0.01% -5,236 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.