MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,421,351 $13.5M <0.01% -128,159 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,346,351 $9.29M 0.13% +69,339 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 973,534 $3.86M <0.01% +30,022 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/ 605,219 $2.4M <0.01% -26,592 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 543,080 $2.15M <0.01% +37,649 13F-HR/A Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 415,025 $1.64M 0.2% -10,800 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 400,848 $1.59M 0.03% -2,734 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 389,566 $1.54M <0.01% +42,786 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 348,633 $1.38M 0.03% +5,964 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 254,959 $1.01M 0.39% +14,341 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 249,848 $989K 0.04% +87,435 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 208,029 $824K <0.01% +12,752 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 181,826 $720K +29,606 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 173,928 $689K 0.01% +6,037 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 163,233 $646K 0.05% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 152,896 $605K <0.01% +6,291 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 144,699 $573K <0.01% -66,712 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 144,374 $572K 0.39% -16,827 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 133,011 $527K 0.16% +1,197 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 128,049 $507K <0.01% -3,337 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 115,391 $457K 0.01% -3,300 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 102,850 $407K <0.01% -2,383 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,203 $405K <0.01% +1,403 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 92,880 $368K <0.01% +28,254 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 84,000 $333K 0.15% +74,000 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 56,692 $224K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 51,115 $202K 0.02% -600 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 50,988 $202K 0.05% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 41,897 $166K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,425 $156K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,193 $155K <0.01% +18,631 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 38,187 $151K 0.06% -2,000 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 34,164 $135K 0.04% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 31,890 $126K <0.01% +20,345 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,184 $116K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,138 $111K <0.01% +12,497 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 27,025 $107K <0.01% -14,320 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 26,739 $106K 0.05% -11,341 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,510 $101K <0.01% -11,158 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,000 $99K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,362 $88.6K <0.01% new 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,767 $86.2K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,801 $82.4K <0.01% +1,465 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,483 $81.1K <0.01% -2,920 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 19,000 $75.2K <0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,053 $71.5K <0.01% -200 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 17,000 $67.3K <0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,820 $66.6K <0.01% +40 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,700 $66.1K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,480 $65.3K <0.01% +3 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,820 $62.6K <0.01% +351 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,500 $61.4K <0.01% +700 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,369 $60.9K <0.01% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 15,000 $59.4K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,373 $56.9K <0.01% -702 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 14,267 $56.5K <0.01% -634 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 13,844 $54.8K 0.02% -300 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,000 $51.5K <0.01% -5,500 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,468 $45.4K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,466 $45.4K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,442 $41.4K <0.01% +9,667 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,095 $40K <0.01% -1,154 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,100 $40K 0.03% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,935 $39.3K <0.01% +217 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,241 $32.6K <0.01% +936 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,229 $32.6K <0.01% -11,899 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,475 $29.6K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,000 $27.7K <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 $21.4K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,663 $18.5K <0.01% +598 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,000 $11.9K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,456 $9.73K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,113 $8.37K <0.01% 0 13F-HR/A Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,475 $5.84K <0.01% -618 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,355 $5.37K <0.01% -550 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 931 $3.69K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 664 $2.63K <0.01% +46 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. 646 $2.56K <0.01% -782 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 BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 260 $1.03K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 224 $887 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 50 $198 <0.01% -2,042 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.