MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,149,252 $16.7M <0.01% -224,704 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 523,424 $7.61M 0.03% +70,078 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 457,435 $6.65M 0.11% +66,631 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 227,761 $3.31M <0.01% -4,979 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 170,368 $2.48M <0.01% +20,480 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 164,950 $2.4M 0.04% -13,486 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 119,613 $1.74M <0.01% +1,213 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 112,657 $1.64M <0.01% +32,438 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 103,633 $1.51M <0.01% +12,045 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 90,870 $1.32M <0.01% +78,477 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 88,785 $1.29M 0.17% 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 83,500 $1.21M 0.07% 0 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 65,550 $953K 0.02% +33,900 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 64,351 $936K 0.95% +1,582 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 57,103 $830K <0.01% +24,781 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 44,658 $649K <0.01% +7,305 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,671 $548K 0.01% +10,942 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,191 $526K 0.01% new 13F-HR/A Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 35,835 $521K 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,476 $370K 0.01% -2,373 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,592 $358K <0.01% +1,354 13F-HR Timeline Group ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 24,054 $350K 0.28% +10,408 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 22,730 $330K 0.34% +1,025 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 22,350 $325K 0.16% -1,800 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,688 $214K <0.01% +1,877 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,074 $205K 0.07% -1,186 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,700 $199K <0.01% -1,777 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,900 $188K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 12,920 $188K 0.12% +22 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 12,790 $186K 0.07% -4,625 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,928 $159K 0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,711 $156K <0.01% -2,807 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,474 $152K <0.01% new 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 10,000 $145K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,828 $99.3K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,451 $93.8K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,434 $35.4K <0.01% +120 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,338 $34K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,231 $32.4K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,930 $28.1K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,066 $15.1K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,010 $14.7K <0.01% -469 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 450 $6.54K <0.01% -107 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 398 $5.79K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 173 $2.6K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 160 $2.33K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 150 $2.18K <0.01% +50 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 148 $2.15K <0.01% -2,508 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 69 $1K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $349 <0.01% 0 13F-HR Timeline Group