MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 430,194 $5.75M <0.01% +5,073 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 291,000 $3.89M 1.66% 0 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 196,031 $2.62M 0.91% +2,962 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 178,419 $2.38M 0.17% +80,895 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 168,005 $2.24M 0.06% -2,166 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 106,381 $1.42M 0.2% +9,801 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 89,133 $1.19M <0.01% +23,124 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 86,727 $1.16M 0.01% +1,400 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 49,821 $666K 0.02% -2,704 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,435 $527K <0.01% +3,940 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37,110 $496K 0.03% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 28,996 $387K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,871 $332K <0.01% -159,723 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 22,853 $305K 0.16% +9,962 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,827 $292K <0.01% -600 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 20,391 $272K 0.11% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,682 $210K <0.01% +1,245 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,520 $181K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,549 $168K <0.01% -1,577 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,761 $157K <0.01% -67 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 7,371 $98.5K <0.01% -506 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,382 $85.3K <0.01% -1,845 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,402 $58.9K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,591 $48K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,100 $28.1K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,873 $25K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 600 $8.02K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 558 $7.46K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 280 $3.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 171 $2.29K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 138 $1.84K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $1.34K <0.01% new 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 79 $1.06K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 9 $120 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.