MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,406,412 $20.8M <0.01% -151,103 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 741,215 $11M 0.05% +54,640 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/ 318,997 $4.71M <0.01% +70,236 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 214,158 $3.17M <0.01% +131,038 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 170,779 $2.52M 0.05% +100,272 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 123,174 $1.82M <0.01% 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 111,651 $1.65M 0.33% -8,372 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 108,629 $1.61M <0.01% -988 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 77,514 $1.15M 0.15% +1,141 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 73,987 $1.09M 0.17% +10,308 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 68,763 $1.02M <0.01% +56,312 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,330 $759K <0.01% +5,324 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 26,729 $395K 0.01% -326 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,050 $385K <0.01% -3,678 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 23,100 $341K 0.18% +1,500 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 22,425 $331K <0.01% -200 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,026 $296K <0.01% +6,565 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 19,463 $288K <0.01% -1,209 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 19,278 $285K 0.06% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,439 $273K <0.01% +97 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 16,941 $250K 0.02% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,587 $230K <0.01% -12,439 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,200 $210K 0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,287 $196K 0.08% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 13,059 $193K <0.01% new 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 12,825 $190K 0.06% 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. 12,618 $186K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,984 $58.9K <0.01% +506 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,261 $48.2K <0.01% +477 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,338 $34.6K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,022 $29.9K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 900 $13.3K <0.01% +94 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 739 $10.9K 0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 522 $7.71K <0.01% +160 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 148 $2K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $355 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.