MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,933,906 $27.1M <0.01% -160,432 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,095,569 $10.1M 0.25% +20,815 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,031,498 $9.54M <0.01% +31,695 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 1,021,723 $9.45M 3.43% +114,526 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 963,906 $8.92M 7.99% -18,417 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 832,898 $7.7M 0.01% +87,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 747,666 $6.92M <0.01% +76,560 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 701,040 $6.48M <0.01% +102,844 13F-HR Timeline Group PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 616,718 $5.7M 0.35% +6,395 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/ 533,966 $4.94M <0.01% +2,860 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 516,858 $4.78M 0.23% -24,120 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 492,646 $4.56M 0.08% +108,516 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 473,547 $4.38M 0.73% +11,555 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 363,426 $3.36M 0.54% -5,598 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 326,073 $3.02M <0.01% -8,534 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 306,458 $2.83M 0.85% +10,019 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. 271,614 $2.51M 0.07% +224,373 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 284,626 $2.24M 0.54% -3,778 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 238,368 $2.2M 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 223,577 $2.07M 0.03% -29,564 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 221,849 $2.05M 0.11% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 215,068 $1.99M <0.01% +7,134 13F-HR/A Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 153,901 $1.42M 0.46% -100 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 136,840 $1.27M 0.02% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 131,934 $1.22M <0.01% -27,207 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 131,711 $1.22M 0.05% +42,939 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 128,956 $1.19M <0.01% +39,133 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 125,915 $1.16M 0.02% -143,676 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 112,823 $1.04M 0.05% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 105,315 $974K <0.01% +3,914 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 101,097 $935K 0.01% +12,051 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 89,045 $824K 0.24% +1,971 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 88,697 $820K 0.75% +39,400 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 82,969 $767K 0.01% +5,122 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 80,888 $748K 0.06% +20,908 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,719 $691K <0.01% 0 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 74,162 $686K <0.01% new 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 70,249 $650K 0.46% -1,896 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 69,202 $640K <0.01% +45,300 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 69,026 $638K 0.08% -7,153 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,198 $631K <0.01% -22,207 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 64,071 $623K 0.02% -2,556 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 63,296 $585K 0.02% +4,870 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 62,161 $575K 0.08% 0 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 52,527 $486K 0.04% -4,600 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47,000 $435K <0.01% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 45,880 $424K 0.01% -45,825 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 45,673 $422K <0.01% -85 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 42,010 $389K 0.24% +100 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 40,922 $379K <0.01% -542 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,411 $355K <0.01% -11,808 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 36,053 $333K 0.04% -1,390 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 34,064 $315K <0.01% -5,304 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 33,039 $306K 0.28% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,771 $294K <0.01% -2,663 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,677 $284K <0.01% +208 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,712 $275K <0.01% 0 13F-HR Timeline Group AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 29,271 $269K 0.01% -26,051 13F-HR Timeline Group Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 28,441 $263K 0.14% +573 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,233 $252K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,640 $246K <0.01% +1,730 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,626 $219K <0.01% -13,486 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 23,002 $213K 0.18% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,817 $211K 0.07% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,588 $209K <0.01% +1,478 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 19,948 $185K 0.02% -752 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 19,305 $179K 0.14% +3,550 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,269 $178K <0.01% +2,567 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 19,182 $177K 0.01% +7,695 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,133 $177K <0.01% new 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 18,929 $175K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,687 $145K <0.01% +1,012 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 14,440 $134K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13,896 $129K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,260 $123K <0.01% +265 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,345 $114K 0.04% -7,337 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,919 $110K 0.01% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 11,834 $109K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,593 $107K 0.01% new 13F-HR/A Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 11,051 $102K <0.01% +223 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,777 $99.7K <0.01% new 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 10,554 $97.6K 0.06% +78 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,279 $95K <0.01% -3,305 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 10,000 $92.5K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,496 $41.6K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,272 $39.5K 0.02% +86 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,031 $37.3K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,606 $33.4K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,500 $32.4K <0.01% +1,000 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,250 $30.1K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,096 $19.4K <0.01% new 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 $12K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 855 $7.91K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 435 $4.02K <0.01% -1,309 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 100 $925 <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 79 $733 <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 61 $564 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $148 <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.