EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,079,241 $19.9M 0.44% +26,106 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,860,983 $18.5M <0.01% +151,687 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,006,899 $6.49M 0.03% +709,870 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 857,285 $5.53M <0.01% +22,625 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 557,610 $3.6M <0.01% +43,562 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 508,431 $3.28M <0.01% -1,859 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 503,071 $3.02M 1.96% +44,090 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 434,007 $2.8M 0.05% +739 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 412,810 $2.66M 0.25% +15,750 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 264,560 $1.71M 0.04% -50,840 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 260,405 $1.68M 0.08% +8,333 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/ 254,824 $1.64M <0.01% -9,920 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 245,930 $1.59M <0.01% +1,070 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 236,358 $1.52M <0.01% +31,634 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 223,158 $1.44M <0.01% +10,721 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 214,944 $1.39M 0.55% -7,759 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 213,160 $1.37M 0.01% +36,490 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 205,260 $1.32M 0.32% +16,565 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 181,442 $1.17M 0.02% +2,751 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 179,677 $1.16M 0.37% +27,330 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 176,492 $1.14M <0.01% 0 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 171,380 $1.11M 0.49% +7,882 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 144,655 $933K <0.01% -6,261 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 136,180 $878K <0.01% -10,021 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 110,932 $716K 0.04% +2,397 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 110,809 $715K 0.04% -17,058 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 102,601 $662K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 100,151 $646K 0.02% -8,366 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,700 $533K <0.01% -3,200 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 67,552 $436K 0.02% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 63,172 $420K 0.11% +2,402 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 60,713 $392K <0.01% -14,062 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 48,759 $318K 0.06% -4,525 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 44,326 $286K 0.01% +2,956 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,938 $264K <0.01% +1,682 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 38,980 $251K <0.01% -4,793 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 37,591 $250K 0.03% +751 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,129 $239K <0.01% +35,749 13F-HR/A Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 36,570 $236K 0.13% -12,781,327 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,524 $229K <0.01% +92 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,185 $214K <0.01% +587 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,718 $198K <0.01% -1,500 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28,835 $186K 0.01% -2,580 13F-HR/A Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 28,516 $184K 0.11% +1,848 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 24,637 $159K <0.01% -2,867 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,225 $150K <0.01% +155 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 23,000 $148K <0.01% 0 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,604 $139K <0.01% +170 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,309 $137K <0.01% +2,758 13F-HR Timeline Group SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 20,909 $135K 0.27% +45 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 18,279 $121K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,050 $116K <0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 17,000 $110K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,882 $110K <0.01% -459 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,966 $106K 0.02% -1,513 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,150 $104K <0.01% +6,600 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 15,678 $101K 0.02% 0 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,184 $91.5K <0.01% 0 13F-HR Timeline Group New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 14,027 $90.5K 0.02% -15,973 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,000 $90.3K <0.01% +500 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,878 $83K <0.01% +997 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,500 $80.6K 0.04% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,197 $78.7K <0.01% -548 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,120 $78.2K <0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,070 $74.6K 0.01% -2,231 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,497 $74.2K <0.01% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 10,646 $68.7K 0.05% -1,182 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,395 $67K <0.01% +1,500 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,155 $65.5K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,000 $64.5K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,938 $64.1K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,853 $44.2K <0.01% +993 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 5,476 $35.3K <0.01% -333 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,390 $28.3K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,000 $19.4K 0.01% +1,200 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,089 $13.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,560 $10.1K 0.01% -9 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,469 $9K <0.01% +1,000 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 1,376 $8.87K <0.01% +91 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,132 $7.3K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 950 $6.13K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 750 $4.84K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $3.23K <0.01% +100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 309 $2K <0.01% +7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 200 $1.29K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 200 $1.29K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 200 $1.29K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 180 $1.16K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 141 $909 <0.01% 0 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 112 $722 <0.01% -158 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $645 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 22 $142 <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $6 <0.01% new 13F-HR Timeline Group