MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,753,009 $16.5M <0.01% -107,974 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,200,519 $13.2M 0.29% -878,722 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,366,086 $8.21M 0.03% +359,187 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 801,138 $4.81M <0.01% -56,147 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 573,554 $3.45M <0.01% +15,944 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 551,585 $3.31M 1.94% +48,514 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 510,283 $3.07M <0.01% +1,852 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 383,485 $2.3M <0.01% +137,555 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 380,699 $2.29M 0.24% -32,111 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 336,262 $2.02M 0.03% -97,745 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 261,324 $1.57M 0.07% +919 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 249,660 $1.5M 0.35% +44,400 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 244,450 $1.47M 0.03% -20,110 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 244,294 $1.47M <0.01% +7,936 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 228,315 $1.37M <0.01% +5,157 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 228,071 $1.37M <0.01% +187,133 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/ 210,555 $1.27M <0.01% -44,269 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 203,809 $1.23M 0.43% -11,135 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 203,246 $1.22M 0.01% -9,914 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 174,506 $1.16M 0.49% +3,126 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 186,688 $1.12M 0.01% +5,246 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 176,492 $1.06M <0.01% 0 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 150,874 $907K 0.32% -28,803 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 146,506 $880K <0.01% +10,326 13F-HR/A Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 113,376 $681K 0.04% +2,444 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 109,997 $661K 0.06% -812 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 109,127 $656K 0.02% +6,526 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 105,743 $636K <0.01% -38,912 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 97,357 $585K 0.02% -2,794 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 83,986 $496K 0.1% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 67,552 $436K 0.02% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 63,587 $382K 0.12% +415 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 54,636 $328K 0.01% new 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 48,759 $321K 0.06% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,408 $303K <0.01% +25,771 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 45,292 $267K 0.02% +966 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 38,332 $230K <0.01% -648 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,100 $229K <0.01% -44,600 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 36,193 $218K 0.02% -1,398 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,555 $214K <0.01% +31 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,574 $202K <0.01% +389 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,718 $185K <0.01% 0 13F-HR/A Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 29,147 $175K 0.01% +631 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,205 $164K <0.01% -1,630 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 26,005 $156K 0.01% +7,726 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 25,516 $153K 0.09% -11,054 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 25,000 $150K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,151 $139K <0.01% -74 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 23,000 $138K <0.01% 0 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,785 $131K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,765 $131K <0.01% -38,948 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,359 $128K <0.01% +50 13F-HR Timeline Group SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 21,009 $126K 0.36% +100 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,170 $109K <0.01% -3,434 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 17,000 $102K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,150 $98.5K <0.01% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 16,000 $96.2K 0.06% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,350 $92.3K <0.01% +3,853 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,184 $85.2K <0.01% 0 13F-HR Timeline Group New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 14,027 $84.3K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,000 $84.1K <0.01% 0 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 13,838 $83.2K 0.02% -2,128 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,500 $75.1K 0.04% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,107 $72.8K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,015 $66.2K <0.01% -4,867 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,547 $63.4K <0.01% -1,650 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,259 $62K <0.01% -2,619 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7,255 $43.6K 0.02% +4,255 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,895 $35.4K <0.01% -4,500 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,860 $35.2K <0.01% -993 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,386 $32.4K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,533 $21.2K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,370 $20.3K <0.01% +2,238 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,779 $16.7K <0.01% -1,611 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,089 $12.6K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,476 $8.87K <0.01% -35,653 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,469 $8.83K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 1,406 $8.45K <0.01% +30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,189 $7.15K 0.01% -371 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 950 $5.71K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 750 $4.51K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 670 $4.03K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 493 $2.96K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 430 $2.58K <0.01% -70 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 332 $2K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 246 $1.48K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 218 $1.31K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 200 $1.2K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 200 $1.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 184 $1.11K <0.01% +4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 110 $1K <0.01% -199 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 141 $847 <0.01% 0 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 112 $722 <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $601 <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 79 $475 <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 22 $132 <0.01% 0 13F-HR Timeline