MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,414,406 $21.7M <0.01% +7,994 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 674,872 $10.4M 0.05% -66,343 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 301,686 $4.63M 0.09% +130,907 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 220,258 $3.38M <0.01% -98,739 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 131,882 $2.02M <0.01% +23,253 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 130,732 $2.01M <0.01% +7,558 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 111,054 $1.7M 0.27% +37,067 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 101,653 $1.56M 0.3% -9,998 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 86,700 $1.33M <0.01% -127,458 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 84,737 $1.3M 0.18% +7,223 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 65,902 $1.01M <0.01% -2,861 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 59,500 $903K 0.04% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 56,876 $872K <0.01% +5,546 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 26,729 $410K 0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,883 $382K <0.01% +4,857 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,225 $372K <0.01% +1,800 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,935 $367K <0.01% new 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 24,700 $344K 0.18% +1,600 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 18,348 $281K <0.01% -1,115 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 18,264 $280K 0.01% +5,205 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,239 $280K <0.01% -200 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 16,941 $260K 0.02% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 14,569 $223K 0.05% -4,709 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,570 $208K 0.08% +283 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,400 $206K 0.01% -800 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 12,825 $197K 0.13% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,667 $179K <0.01% new 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,109 $170K 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,574 $116K <0.01% +7,052 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,436 $98.7K <0.01% +2,452 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,648 $41K <0.01% +2,500 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,481 $38.1K <0.01% -780 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,449 $37.6K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,338 $35.9K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,022 $31K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,700 $26.1K <0.01% +800 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 787 $12.1K 0.01% +48 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 174 $2.67K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $368 <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $13 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.