Karpus Management, Inc. More: the full row for Karpus Management, Inc. 3,012,742 $64M 2.07% +199,462 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,642,350 $34.9M 0.15% +683,831 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 1,566,174 $33.2M 1.76% -2,695 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,563,907 $33.2M 1.07% +162,206 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 1,558,862 $33.1M 10.98% +57,801 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,359,182 $28.9M 0.05% +23,394 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,285,687 $27.3M <0.01% +68,129 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,086,346 $23.1M 2.4% +287,544 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 860,600 $18.3M <0.01% +12,581 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 802,584 $17M 0.47% +262,704 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 729,896 $15.5M <0.01% -49,704 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 698,278 $14.8M 1.59% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 581,696 $12.3M 1.46% +23,550 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 475,134 $10.1M 0.15% -1,900 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 460,267 $9.77M <0.01% +37,108 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 457,619 $9.71M 0.01% -103,494 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 445,494 $9.46M 4.41% -409,547 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 423,311 $8.99M 0.8% -13,759 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 373,274 $7.92M 0.35% +13,871 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 327,919 $6.96M 0.56% +12,900 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 280,185 $5.95M 0.03% +17,360 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 227,380 $4.83M 1.36% -6,141 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 215,992 $4.59M 0.34% +12,813 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 201,870 $4.29M <0.01% -6,127 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 173,181 $3.68M 0.73% +25,928 13F-HR Timeline AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 153,331 $3.25M 0.08% -54,148 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 143,723 $3.05M 0.01% +2,262 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 143,450 $3.05M 0.01% -97,836 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 138,105 $2.93M <0.01% -11,437 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 132,081 $2.8M 0.63% -837 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 126,408 $2.68M <0.01% +25,775 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 117,416 $2.49M 0.36% +1,154 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 114,661 $2.43M 0.02% -14,992 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 113,410 $2.41M 1.13% +12,219 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 112,252 $2.38M 0.58% -4,873 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 109,535 $2.33M 0.54% +6,867 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 109,079 $2.32M 0.04% -34,424 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 105,210 $2.23M 0.23% -2,777 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 103,686 $2.2M 0.66% -10,283 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 100,739 $2.14M 1.13% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 97,322 $2.07M 1.4% +1,000 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 95,516 $2.03M 0.02% +16,168 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 90,326 $1.92M <0.01% +1,682 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 82,000 $1.74M 0.04% +11,100 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77,587 $1.65M <0.01% -27,794 13F-HR/A Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 75,855 $1.61M 1.03% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 70,530 $1.5M 0.03% +13,081 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,482 $1.5M <0.01% +1,400 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 67,945 $1.44M 0.13% +14 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 62,720 $1.33M 1.08% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,461 $1.3M <0.01% -469 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. 60,461 $1.28M 0.11% +5,433 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,560 $1.22M <0.01% +986 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 55,159 $1.17M 0.02% +9 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 51,962 $1.1M 0.38% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 48,659 $1.03M 0.01% -24,684 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 47,326 $1M 0.19% -8,931 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 47,015 $998K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,916 $996K <0.01% -12,251 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,304 $962K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 44,005 $934K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,679 $906K 0.01% -499 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 38,519 $818K 0.01% +3,722 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 37,824 $803K 0.68% +25 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 37,440 $795K 0.01% +12,420 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,008 $680K 0.01% -3,875 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30,311 $644K 0.02% +8,641 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,667 $630K 0.06% -1,000 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 28,872 $613K -79 Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 27,324 $580K 0.56% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 25,750 $547K <0.01% -734 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 24,805 $527K <0.01% -9,397 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 24,400 $518K 0.21% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 24,095 $512K 0.42% +8,900 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,515 $499K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23,475 $498K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,866 $485K 0.01% -7,975 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,854 $485K 0.05% -74 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 21,707 $461K 0.31% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,656 $439K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,500 $414K <0.01% -9,088 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 19,186 $407K 0.32% +3,923 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 18,490 $393K 0.1% -1,860 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 16,835 $357K 0.05% +5 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,825 $357K 0.03% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,000 $340K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,997 $318K <0.01% +3,319 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 14,932 $317K 0.09% +10,169 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 14,689 $312K 0.29% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 14,590 $310K 0.08% -9,653 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,028 $298K 0.02% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13,700 $291K 0.06% +200 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,650 $290K 0.06% -2,200 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 13,539 $287K 0.01% 0 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 12,998 $277K 0.11% -145 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 13,000 $276K 0.06% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,720 $270K <0.01% +1,054 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,277 $261K <0.01% +104 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,273 $261K 0.01% -5,177 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 11,590 $246K 0.17% +6 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,579 $246K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,536 $245K 0.05% +16 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,476 $244K 0.02% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,170 $237K 0.03% +776 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,887 $232K <0.01% new 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,857 $230K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,766 $229K <0.01% +2 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,816 $208K <0.01% +5 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 9,590 $204K 0.03% new 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 9,450 $201K 0.02% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7,442 $158K 0.04% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,436 $137K 0.09% -1,075 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,347 $135K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,617 $119K <0.01% -1,251 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,090 $108K <0.01% -3,036 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,000 $106K 0.02% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,421 $93.9K <0.01% +20 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,000 $84.9K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,762 $79.9K <0.01% -689 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,007 $63.7K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,000 $42.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,834 $38.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,385 $29.4K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 1,330 $28.2K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 750 $15.9K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 656 $13.9K <0.01% new 13F-HR/A Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $10.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 350 $7.38K <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) 4 $85 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $20 <0.01% -1 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 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. 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.