MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,549,510 $13.8M <0.01% +116,115 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,277,012 $8.83M 0.16% -247,642 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 943,512 $3.66M <0.01% +171,553 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 631,811 $2.45M <0.01% +21,311 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 505,431 $1.96M <0.01% -12,773 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 425,825 $1.65M 0.23% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 403,582 $1.57M 0.03% -109,649 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 346,780 $1.34M <0.01% +33,531 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 342,669 $1.33M 0.04% +104,871 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 240,618 $934K 0.38% +36,288 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 211,411 $820K <0.01% +6,767 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 195,277 $758K <0.01% -5,398 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 167,891 $651K 0.01% +3,820 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 163,233 $633K 0.04% +2,636 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 162,413 $630K 0.05% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 161,201 $625K 0.43% +14,042 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 152,220 $591K +24,655 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 146,605 $569K <0.01% -433 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 131,814 $511K 0.18% +2,593 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 131,386 $510K <0.01% +740 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 118,691 $461K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 105,233 $408K <0.01% -122,305 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 100,800 $391K <0.01% +1,304 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 64,626 $251K <0.01% -452 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 56,692 $220K 0.04% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 51,715 $201K 0.02% -21,145 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 41,897 $163K 0.01% 0 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 41,345 $160K <0.01% -6,514 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 40,187 $156K 0.06% +650 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,425 $153K 0.02% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 38,080 $148K 0.07% +646 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,668 $142K <0.01% -1,833 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 34,164 $133K 0.03% -270 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 30,216 $117K 0.09% -1,596 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,000 $97K 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,755 $96K <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,403 $90.8K <0.01% +3,382 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,767 $84K 0.03% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,562 $79.8K <0.01% +2,075 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,128 $78.1K <0.01% +18,754 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,336 $75K <0.01% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 19,000 $73.7K <0.01% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 18,848 $73.1K 0.05% -6,048 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 18,500 $71.8K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,253 $70.8K <0.01% +200 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 17,000 $66K <0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,780 $65.1K <0.01% +3,415 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,700 $64.8K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,477 $63.9K <0.01% -251 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,641 $60.7K <0.01% +503 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,469 $60K <0.01% -121 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,369 $59.6K <0.01% +2,581 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,075 $58.5K <0.01% -491 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,000 $58.2K <0.01% 0 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 15,000 $58.2K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,901 $57.8K <0.01% -181 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,800 $57.4K <0.01% +2,300 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,144 $54.9K 0.02% +2,155 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,752 $53K <0.01% -158 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,650 $53K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,466 $52.2K <0.01% +141 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,545 $44.8K <0.01% -4,000 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,466 $44.5K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,249 $44K <0.01% -901 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,327 $44K <0.01% -1,783 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $38.8K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,718 $37.7K <0.01% +248 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,500 $29.1K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,305 $28.3K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,400 $21K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,065 $15.8K <0.01% +1,259 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 2,795 $10.8K <0.01% +334 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,456 $9.53K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,113 $8.2K <0.01% 0 13F-HR/A Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,093 $8.12K 0.01% -463 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,092 $8.12K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,905 $7.39K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,596 $6.19K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,428 $5.54K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 931 $3.61K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 775 $2.94K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 618 $2.39K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 457 $2K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 463 $1.8K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 260 $1.01K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 224 $869 <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $3 <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $2 <0.01% 0 13F-HR Timeline 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 $7.72K -1,999 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.