MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,094,338 $26.1M <0.01% +623,216 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,074,754 $9.06M 0.29% +106,092 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 999,803 $8.43M <0.01% -9,010 13F-HR Timeline Group Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 982,323 $8.28M 8.11% -8,710 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 907,197 $7.65M 2.98% +172,411 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 745,898 $6.29M 0.01% +50,461 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 671,106 $5.66M <0.01% +78,528 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 610,323 $5.15M 0.34% -476,012 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 598,196 $5.04M <0.01% -6,010 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 540,978 $4.56M 0.24% -6,430 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/ 531,106 $4.48M <0.01% +26,705 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 461,992 $3.89M 0.74% +29,481 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 384,130 $3.24M 0.06% +30,225 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 369,024 $3.12M 0.54% -1,411 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 334,607 $2.82M <0.01% -21,163 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 296,439 $2.5M 0.8% -8,161 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 269,591 $2.27M 0.04% -231,511 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 253,141 $2.13M 0.03% -1,493 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 288,404 $2.08M 0.46% -8,950 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 207,934 $1.75M <0.01% +10,290 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 159,141 $1.34M <0.01% +8,704 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 154,001 $1.3M 0.48% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 136,840 $1.15M 0.01% -375 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 112,823 $951K 0.05% +402 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 101,401 $855K <0.01% -1,986 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 91,705 $773K 0.02% -6,602 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 90,405 $762K <0.01% +29,574 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 89,823 $757K <0.01% -27,106 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,046 $751K <0.01% -946 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 88,772 $748K 0.04% +54,518 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 87,074 $734K 0.22% -1,678 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 77,847 $656K 0.01% -4,295 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 76,179 $642K 0.09% +54,800 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,719 $630K <0.01% -4,980 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 72,145 $608K 0.45% +34,988 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 66,627 $548K 0.03% -2,301 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 62,161 $524K 0.08% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 59,980 $506K 0.05% -3,664 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 58,426 $493K 0.02% +29,416 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 57,127 $482K 0.04% -92,858 13F-HR Timeline AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 55,322 $466K 0.01% -92,034 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 50,219 $423K <0.01% -283 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 49,297 $416K 0.13% -7,200 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 47,241 $398K 0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47,000 $396K <0.01% 0 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 45,758 $386K <0.01% +2,643 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 41,910 $353K 0.24% -650 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 41,464 $350K <0.01% -15,040 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 39,368 $332K <0.01% -7,782 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 39,319 $331K 0.15% -52,593 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 37,443 $316K 0.04% +1,142 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,112 $313K <0.01% +621 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 35,688 $301K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 34,434 $290K 0.01% +80 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,469 $257K <0.01% +2,675 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,712 $250K <0.01% new 13F-HR Timeline Group Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 27,868 $235K 0.14% +602 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,910 $210K <0.01% +775 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,902 $202K <0.01% +11,092 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 23,590 $199K <0.01% -12,805 13F-HR Timeline Group DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 23,002 $194K 0.19% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,817 $192K 0.07% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,110 $178K <0.01% +267 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 20,700 $175K 0.02% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 19,682 $166K 0.06% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,702 $141K <0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,300 $137K <0.01% +164 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 15,835 $133K 0.01% +341 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,755 $133K 0.11% +475 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,675 $124K <0.01% new 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,584 $115K <0.01% -2,280 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,995 $110K <0.01% +280 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,919 $100K 0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,487 $96.8K 0.01% -3,931 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 10,828 $91.3K <0.01% 0 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 10,476 $88.3K 0.06% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 10,000 $84K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 9,342 $78.8K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6,023 $50.8K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,496 $37.9K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,186 $35.3K 0.02% +90 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,031 $34K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,697 $31.2K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,250 $27.4K 0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,500 $21.1K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 2,096 $17.7K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,744 $14.7K <0.01% +36 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,302 $11K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 784 $7.64K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 499 $4.21K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 77 $651 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 61 $514 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $135 <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. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $9.75K -999 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.