MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,318,107 $41.6M <0.01% +74,365 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,240,864 $15.5M 0.24% +164,851 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,116,107 $14M 0.09% +41,448 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 529,470 $6.63M <0.01% -37,428 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 427,631 $5.36M 0.15% +77,419 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 305,531 $3.83M <0.01% +19,197 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 296,330 $3.71M <0.01% +6,330 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 232,754 $2.92M <0.01% -7,471 13F-HR Timeline Group DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 212,592 $2.66M 1.74% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 132,000 $1.66M 0.01% +102,000 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 111,837 $1.4M <0.01% +9,602 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/ 107,606 $1.35M <0.01% +51,099 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 102,283 $1.28M <0.01% -2,971 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 96,653 $1.21M 0.01% +41,614 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 79,581 $997K 0.03% +2,652 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 74,710 $936K <0.01% +42,251 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 73,594 $922K <0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 70,100 $878K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 66,000 $827K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 64,841 $812K <0.01% +4,050 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 58,889 $693K 0.39% +62 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 54,138 $675K 0.5% +42 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 53,261 $667K 0.13% +202 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 49,686 $623K <0.01% +1,649 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 49,701 $623K 0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 47,458 $595K 0.01% -6,702 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 45,436 $569K 0.05% +2,000 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 43,703 $548K 0.1% -2,282 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 40,618 $509K <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,138 $440K <0.01% -120,829 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 35,076 $440K 0.1% -1,011 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,728 $435K <0.01% +5,500 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 32,529 $408K 0.01% -5,551 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 30,650 $386K 0.05% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 28,761 $360K 0.11% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 28,372 $356K 0.03% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 28,000 $351K 0.2% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,909 $337K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,277 $317K <0.01% +266 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 24,192 $304K 0.06% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 23,898 $299K 0.15% +886 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23,863 $299K <0.01% +72 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,475 $294K <0.01% -134 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,000 $290K <0.01% +1,350 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 22,959 $288K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,948 $288K <0.01% +1,226 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,185 $265K <0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 20,791 $261K <0.01% 0 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 20,723 $260K 0.04% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 20,600 $258K 0.2% +6,000 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 19,718 $247K 0.09% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,776 $235K <0.01% +2,689 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 18,425 $231K 0.1% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 18,059 $226K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,000 $226K <0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 17,850 $224K 0.04% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 17,709 $222K 0.07% -11,174 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 17,094 $214K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,950 $212K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,386 $193K <0.01% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 14,683 $184K 0.02% +789 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,462 $181K <0.01% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,823 $172K <0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,714 $172K 0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,848 $161K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,344 $155K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,100 $152K <0.01% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 11,000 $138K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,500 $132K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,000 $125K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,000 $113K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,043 $75.7K <0.01% +6,000 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,822 $73K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,450 $43K <0.01% +2,300 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 2,696 $33.8K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,064 $25.9K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,500 $18.8K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 900 $11K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 750 $9.4K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 536 $6.72K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 524 $6.57K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 308 $3.92K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $2.52K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $38 <0.01% 0 13F-HR Timeline Group