WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 511,731 $7.24M <0.01% -44,938 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 286,054 $4.04M <0.01% +16,372 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 252,014 $3.56M <0.01% -16,253 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 208,911 $2.95M <0.01% -93,210 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 198,004 $2.8M <0.01% -67,502 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 168,963 $2.39M 0.18% +25 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 166,643 $2.36M 0.06% +3,500 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 144,312 $2.04M 1.47% -279,786 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 104,659 $1.48M 0.03% -6,612 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 72,555 $1.03M <0.01% +7,718 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 71,638 $1.01M 0.24% +49,403 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 58,744 $831K 0.29% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 57,379 $811K 0.03% +194 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 56,711 $802K <0.01% -7,200 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,247 $682K <0.01% +27,311 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 40,035 $566K 0.08% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,865 $521K 0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 34,348 $486K <0.01% -6,583 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 34,099 $482K 0.04% +1,200 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,788 $449K <0.01% +139 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,044 $439K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,284 $370K <0.01% +13,417 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,188 $342K <0.01% -363,628 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 24,000 $339K 0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 20,000 $283K 0.11% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 19,727 $279K 0.11% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,191 $257K <0.01% +16 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,208 $243K <0.01% +1,816 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,200 $243K <0.01% -104 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,206 $229K 0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 16,099 $228K <0.01% -389 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,750 $223K <0.01% -1,000 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 13,697 $194K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,300 $188K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,576 $179K <0.01% +162 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 10,927 $155K 0.09% +28 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,707 $151K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,673 $151K 0.01% +368 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,828 $96.5K 0.05% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,000 $84.8K <0.01% -142 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,000 $70.7K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,420 $62.5K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,500 $21.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,250 $17.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,000 $14.1K <0.01% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 500 $7.07K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $7.07K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $6.36K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 245 $3.46K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $6 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios. Allworth Financial LP More: the full row for Allworth Financial LP 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.