MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 659,488 $7.43M <0.01% +105,827 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 590,247 $6.65M 0.05% +548 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/ 535,961 $6.03M <0.01% +31,896 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 413,884 $4.76M 0.02% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 320,552 $3.61M 0.12% +146,182 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 316,078 $3.56M 0.39% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 302,532 $3.41M <0.01% -15,953 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 196,236 $2.21M <0.01% +1,423 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 129,692 $1.46M <0.01% -5,148 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 69,617 $784K <0.01% +2,079 13F-HR Timeline Group Westwood Wealth Management More: the full row for Westwood Wealth Management 63,700 $717K 0.54% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 63,700 $717K 0.54% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 60,321 $679K <0.01% +19,459 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 55,058 $620K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 54,348 $612K <0.01% -16,698 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 45,280 $510K <0.01% +823 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 41,061 $462K <0.01% +2,964 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 39,817 $448K <0.01% -3,686 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,618 $436K <0.01% +13,665 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 36,634 $413K <0.01% +2,500 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 33,118 $373K 0.02% +4,590 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 31,727 $357K 0.11% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,084 $350K 0.02% -6,000 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,440 $331K <0.01% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 27,000 $304K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,000 $304K <0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,893 $247K <0.01% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 21,550 $243K <0.01% -938 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 20,808 $234K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,770 $211K <0.01% +347 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 17,335 $195K 0.14% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,563 $175K 0.02% +470 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,425 $174K <0.01% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 14,908 $168K 0.02% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,772 $155K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,450 $151K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,094 $147K <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,037 $147K <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,000 $146K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 12,421 $140K 0.04% +138 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,196 $137K 0.11% +227 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,987 $135K <0.01% -1,000 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,001 $124K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,558 $119K <0.01% -847 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 10,450 $118K 0.01% +258 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,000 $113K <0.01% +1,000 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 10,000 $113K 0.1% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,014 $67.7K <0.01% 0 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 3,000 $33.8K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,900 $32.7K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,500 $16.9K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 500 $5.63K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $5.63K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 450 $5.07K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 412 $5K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6 $68 <0.01% new 13F-HR Timeline