MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,761,269 $43.3M <0.01% +354,595 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,285,348 $26.3M 0.2% +475,098 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,379,925 $15.9M <0.01% +90,997 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,189,162 $13.7M 0.03% +38,995 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,171,075 $13.5M <0.01% -402,628 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 879,610 $10.1M 0.17% +138,125 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 735,480 $8.46M <0.01% +240,862 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 551,249 $6.34M 0.01% -99 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 511,343 $5.88M 0.2% -1,639,526 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 506,859 $5.83M <0.01% +72,847 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 475,879 $5.47M 0.01% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 377,589 $4.34M 0.16% +29,841 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 330,112 $3.8M 0.62% +6,712 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 320,013 $3.68M 0.53% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 249,840 $2.89M 0.06% +16 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 230,803 $2.65M 0.02% +18,723 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 188,023 $2.16M 0.11% -3,125 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 161,246 $1.85M <0.01% +43,096 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 156,723 $1.8M 0.02% +16,655 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 156,382 $1.8M 0.01% +863 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 155,409 $1.79M <0.01% +28,215 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 153,040 $1.76M 0.36% +17,500 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 152,315 $1.75M <0.01% +3,998 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 148,098 $1.7M 0.7% 0 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 142,401 $1.64M 1.31% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 126,516 $1.45M 0.23% -18,105 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 123,278 $1.42M 0.01% +23,903 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 104,055 $1.2M 0.75% -4,875 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 92,369 $1.06M 0.03% +6,050 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 91,305 $1.05M 0.01% -2,516 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 84,222 $969K <0.01% +8,596 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 77,990 $882K <0.01% +3,699 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 75,305 $866K <0.01% +24,409 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 73,908 $850K <0.01% +54,780 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,429 $775K <0.01% -3,567 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 64,365 $761K 0.02% +1,415 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,122 $760K <0.01% -40,549 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 66,167 $739K 0.45% +60 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 63,916 $735K <0.01% +50,701 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,463 $718K <0.01% +10,154 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 61,310 $705K 0.43% 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. 59,626 $686K <0.01% -14,337 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 58,158 $669K 0.48% +1,299 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 55,700 $641K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 55,250 $635K 0.05% +3,300 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,557 $604K <0.01% +4,067 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 51,786 $596K -10,591 Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 51,133 $588K 0.02% -3,930 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 50,807 $584K 0.01% -14,550 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 49,816 $573K 0.34% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 48,541 $558K <0.01% 0 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 46,030 $529K 0.27% -530 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 46,000 $529K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 44,524 $512K 0.03% 0 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 44,125 $507K 0.02% -23,977 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 41,956 $482K <0.01% new 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,885 $482K <0.01% +6,259 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 42,600 $478K 0.04% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 41,235 $474K 0.18% +100 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 40,750 $472K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 40,813 $469K 0.05% -142 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 38,600 $461K 0.01% +11,500 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 39,042 $449K 0.1% +214 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 36,402 $419K 0.01% +6 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 36,220 $417K 0.04% -6,100 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 35,000 $402K 0.01% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 32,249 $371K 0.17% -1,250 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 30,649 $352K 0.01% -351 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,149 $312K <0.01% +5,327 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 26,709 $309K 0.07% +2,334 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 25,000 $289K 0.06% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 23,060 $267K 0.1% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,541 $248K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,390 $246K <0.01% -54,047 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,030 $232K 0.01% -496 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 19,000 $218K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 18,195 $209K <0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 16,170 $186K 0.01% +183 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 16,038 $184K 0.04% +253 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 15,840 $182K <0.01% +2,284 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,845 $182K <0.01% -3,944 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 15,690 $180K 0.02% +1,170 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,168 $174K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,049 $173K 0.01% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 14,953 $172K 0.09% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,748 $170K <0.01% -12,511 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,997 $161K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,831 $159K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,544 $156K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,124 $151K <0.01% +81 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 11,901 $140K 0.13% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,500 $132K 0.03% +600 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 10,612 $122K 0.15% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 10,400 $120K 0.03% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,000 $115K 0.02% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,000 $115K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,900 $102K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,245 $82.2K 0.01% +6,005 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,400 $50.6K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,685 $42.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,550 $41K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,800 $32.2K 0.01% +1,400 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,500 $28.8K 0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $23K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,000 $23K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,983 $23K <0.01% -8,078 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,328 $15.3K <0.01% +25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,016 $11.7K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 970 $11.2K <0.01% +19 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 892 $10.3K <0.01% +17 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 800 $9.2K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 600 $6.9K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 500 $5.75K <0.01% +50 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 47 $541 <0.01% 0 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) 22 $253 <0.01% new 13F-HR Timeline Group