MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 776,533 $9.82M <0.01% +55,551 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 457,051 $5.78M <0.01% -70,087 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 393,702 $4.98M 0.04% +7,673 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 371,039 $4.69M 1.97% -6,200 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 365,396 $4.62M <0.01% +32,985 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 337,818 $4.27M <0.01% +18,616 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 319,014 $4.03M 0.08% -50,775 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 256,675 $3.24M <0.01% +75,246 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 159,223 $2.01M <0.01% +14,904 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 153,301 $1.94M 0.01% +1,583 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 128,142 $1.62M 0.08% +18,513 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 116,446 $1.47M 0.23% 0 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 112,826 $1.43M 0.71% -58,174 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 110,450 $1.4M 0.48% +3,200 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 110,014 $1.39M <0.01% +50,157 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 92,573 $1.17M <0.01% +1,956 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 91,356 $1.15M <0.01% -3,308 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 90,349 $1.14M 0.16% +5,164 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 38,378 $485K 0.04% -2,312 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,623 $476K <0.01% +23,936 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,151 $406K <0.01% -4,345 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 31,300 $396K 0.12% +8,500 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,299 $396K 0.02% +1,435 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 29,303 $364K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,705 $338K <0.01% +1,967 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 25,853 $327K 0.12% -1,001 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 25,000 $316K 0.1% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,784 $313K <0.01% new 13F-HR/A Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 24,588 $311K 0.16% +5,860 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,291 $307K <0.01% +396 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 22,936 $290K <0.01% -2,058 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,911 $252K <0.01% -1,016 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,584 $248K <0.01% +330 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,178 $230K <0.01% -1,048 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,528 $222K 0.08% -10,745 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,962 $214K 0.01% +794 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,226 $214K <0.01% -7,768 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 16,888 $213K 0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 15,357 $194K 0.1% -111 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,276 $193K <0.01% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,350 $181K 0.01% +250 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,736 $174K <0.01% +913 13F-HR Timeline Group Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 13,000 $164K 0.08% 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 12,808 $162K 0.09% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,604 $159K <0.01% +65 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 10,849 $137K 0.08% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,800 $137K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,260 $130K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,149 $116K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 717,853 $68.3K <0.01% +245,400 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,235 $53.5K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,166 $40K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,936 $37.1K <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. 2,500 $31.6K <0.01% 0 13F-HR/A Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,060 $26K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,046 $25.9K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,380 $17.4K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $12.6K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,000 $12.6K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 493 $6.24K <0.01% +12 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 421 $5.32K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 384 $4.85K <0.01% +8 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 288 $3.64K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 144 $1.82K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 56 $705 <0.01% +2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 0 $6 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.