Karpus Management, Inc. More: the full row for Karpus Management, Inc. 3,587,879 $78.5M 2.53% +575,137 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,123,631 $46.5M 0.18% +481,281 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 1,563,907 $34.2M 1.1% 0 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 1,558,260 $34.1M 8.61% -602 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,406,687 $30.8M 0.05% +47,505 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 1,300,557 $28.5M 1.57% -265,617 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,286,305 $28.2M <0.01% +618 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,189,486 $26M 2.48% +103,140 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 877,113 $19.2M 0.52% +74,529 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 790,087 $17.3M <0.01% +60,191 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/ 774,535 $17M <0.01% -86,065 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 609,059 $13.3M 1.24% -89,219 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 581,696 $12.7M 1.38% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 471,040 $10.3M 0.12% -4,094 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 451,662 $9.89M <0.01% -8,605 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 448,688 $9.82M 0.01% -8,931 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 423,363 $9.27M 0.74% +52 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 375,301 $8.22M 0.33% +2,027 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 327,479 $7.17M 0.58% -440 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 280,289 $6.14M 0.03% +104 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 204,516 $4.48M 0.3% -11,476 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 201,276 $4.41M 1.12% -26,104 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 197,082 $4.31M <0.01% -4,788 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 164,879 $3.61M 0.68% -8,302 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 159,273 $3.49M <0.01% +32,865 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 142,950 $3.13M 0.01% -500 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 139,898 $3.06M <0.01% +1,793 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 132,251 $2.89M 0.58% +170 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 129,683 $2.84M 1.28% +16,273 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,567 $2.81M 0.01% -18,156 13F-HR/A Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 120,385 $2.64M 1.63% +23,063 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 118,154 $2.59M 0.51% +738 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 115,377 $2.53M 0.02% +19,861 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 111,399 $2.44M 0.02% -3,262 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 107,867 $2.36M 0.49% -1,668 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 107,529 $2.35M 0.53% -4,723 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 104,810 $2.29M 0.21% -400 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 100,739 $2.21M 1.04% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 92,751 $2.03M 0.59% -10,935 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 88,900 $1.95M 0.04% +6,900 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 88,214 $1.93M <0.01% -2,112 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 81,394 $1.78M <0.01% +3,807 13F-HR/A Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 79,385 $1.74M 0.01% +32,370 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 75,855 $1.66M 1.03% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,679 $1.64M <0.01% +4,197 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 70,266 $1.54M 0.13% +2,321 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 68,604 $1.5M 0.03% -40,475 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,110 $1.34M <0.01% -351 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 59,620 $1.31M 0.97% -3,100 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 56,100 $1.23M <0.01% -1,460 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 55,172 $1.21M 0.02% +13 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 48,683 $1.07M 0.01% +24 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 46,461 $1.02M 0.05% +2,456 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,304 $992K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 45,192 $989K <0.01% -1,724 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 43,767 $958K 0.72% +5,943 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,856 $938K 0.01% +177 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 39,988 $875K 0.01% +1,469 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 37,566 $822K 0.39% -407,928 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 36,048 $789K 0.28% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,619 $692K 0.01% -389 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 30,939 $677K 0.11% -16,387 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,667 $649K 0.06% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 28,982 $634K +110 Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 27,789 $608K 0.49% +465 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 27,030 $592K 0.38% +2,935 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,985 $569K 0.01% -11,455 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 25,321 $554K 0.42% +6,135 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,314 $554K 0.01% +10,317 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 24,400 $534K 0.2% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,921 $524K <0.01% -1,829 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23,472 $514K 0.01% -3 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 23,145 $507K 0.04% +291 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 21,707 $475K 0.29% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,652 $474K <0.01% +10,886 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,195 $442K <0.01% -4,610 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,865 $435K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,500 $427K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,513 $410K 0.01% -4,353 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 18,490 $405K 0.08% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,825 $368K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15,600 $341K 0.06% +1,900 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,252 $334K 0.01% -15,059 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,075 $330K <0.01% +2,355 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 15,030 $329K 0.08% +98 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 14,843 $325K 0.04% -1,992 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 14,689 $322K 0.28% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,356 $314K <0.01% -6,300 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,650 $299K 0.05% 0 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 $296K 0.01% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,484 $295K 0.04% +2,314 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 13,000 $285K 0.05% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 13,033 $285K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,280 $269K 0.01% +7 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,560 $253K 0.05% +24 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,579 $253K <0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 11,489 $252K 0.16% -101 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,476 $251K 0.02% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,387 $249K <0.01% -890 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,209 $245K <0.01% +1,393 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,146 $244K 0.01% new 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,857 $238K <0.01% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 10,790 $236K 0.03% +1,200 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,742 $235K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,743 $235K <0.01% -144 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,500 $230K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,486 $208K <0.01% new 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 9,450 $207K <0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,295 $203K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,200 $201K 0.05% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7,442 $163K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,617 $123K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,090 $111K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,000 $109K 0.02% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,842 $106K <0.01% -1,505 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,450 $97.4K <0.01% +29 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,000 $87.6K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,916 $85.7K <0.01% +154 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,000 $43.8K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,000 $43.8K 0.04% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,834 $40.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,385 $30.3K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 1,330 $29.1K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 750 $16.4K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 600 $13K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $10.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 350 $7.66K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $21 <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 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.