MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,385,068 $21M <0.01% -29,338 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 591,994 $8.99M 0.04% -82,878 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 390,215 $5.92M 0.11% +88,529 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/ 211,531 $3.21M <0.01% -8,727 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 144,035 $2.19M 0.3% +32,981 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 132,791 $2.02M <0.01% +2,059 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 121,164 $1.84M <0.01% -10,718 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 98,166 $1.49M 0.24% -3,487 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 83,500 $1.27M 0.07% +24,000 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 76,856 $1.17M <0.01% -9,844 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 73,356 $1.11M <0.01% +7,454 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 71,646 $1.09M 0.02% +53,382 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 12,825 $889K 0.6% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,286 $839K <0.01% -1,590 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 49,323 $749K 0.09% -35,414 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,475 $508K 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,229 $413K <0.01% +2,346 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 26,729 $406K 0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,665 $390K <0.01% +1,730 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,025 $365K 0.01% -200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,898 $363K <0.01% +21,250 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 19,100 $290K 0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,548 $266K <0.01% -800 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,347 $263K <0.01% -892 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 15,041 $228K 0.09% +1,471 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 14,069 $214K 0.05% -500 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,400 $203K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,609 $191K 0.01% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,171 $154K <0.01% +3,735 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,179 $109K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,316 $50.3K <0.01% -4,258 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,766 $42K <0.01% +285 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,338 $35.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,700 $25.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 599 $9.09K 0.01% -188 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $3.04K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $364 <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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.