Karpus Management, Inc. More: the full row for Karpus Management, Inc. 4,689,313 $106M 3.32% +70,588 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,613,294 $36.6M 0.15% -220,685 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 1,566,262 $35.6M 1.3% +202,135 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,560,360 $35.4M 0.06% 0 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 1,486,013 $33.7M 7.62% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,401,152 $31.8M 2.63% +40,015 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,247,371 $28.3M <0.01% +5,500 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 881,402 $20M 1.01% -284,985 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 836,734 $19M 1.89% +227,104 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/ 745,082 $16.9M <0.01% -21,402 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 707,969 $16.1M <0.01% +6,760 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 617,560 $14M 0.47% +74,827 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 541,052 $12.3M 0.89% -121,707 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 490,684 $11.1M 0.01% -37,738 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 488,950 $11.1M <0.01% +59,136 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 442,588 $10M 0.07% -18,486 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 385,481 $8.75M 0.63% +94,675 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 357,067 $8.11M 0.6% -30,635 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 240,497 $5.46M 0.01% -11,742 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 228,066 $5.18M 0.86% +53,374 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 204,947 $4.65M 0.26% +767 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 201,895 $4.58M <0.01% -13,740 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 195,915 $4.45M 1.02% +5,870 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 166,660 $3.78M 0.08% +34,400 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 140,668 $3.19M <0.01% -16,119 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 137,169 $3.11M 0.51% +162 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 124,238 $2.82M 1.08% -6,769 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 122,996 $2.79M 0.05% +44,367 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 120,571 $2.74M 0.3% +454 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 120,285 $2.74M 1.37% -400 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 111,320 $2.53M <0.01% -20,770 13F-HR Timeline Group Eldridge Investment Advisors, Inc. 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More: the full row for COHEN & STEERS, INC. 93,000 $2.11M <0.01% +43,000 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 82,924 $1.88M 0.01% -8,735 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 81,562 $1.85M 0.79% -8,438 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 80,281 $1.82M <0.01% -551 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 79,188 $1.8M <0.01% -1,141 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 73,325 $1.66M 0.14% +2,013 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 71,425 $1.62M 0.46% -13,916 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 67,359 $1.53M 0.93% -9,896 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 59,170 $1.34M 0.92% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 56,975 $1.29M 0.8% +28,415 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 56,368 $1.28M <0.01% -17,586 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 53,811 $1.22M <0.01% +3,201 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 51,945 $1.18M 0.02% +8 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 51,734 $1.17M <0.01% +7,600 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,556 $1.17M <0.01% -4,051 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,163 $1.14M 0.01% -55,518 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 49,066 $1.11M 0.38% -619 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 47,381 $1.08M <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 46,795 $1.05M 0.07% -5,726 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 45,833 $1.04M 0.01% +13 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 44,345 $1.01M <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,365 $984K <0.01% +112 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 43,182 $980K 0.75% +31 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 41,568 $944K <0.01% +16,699 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 41,401 $940K 0.01% +3,500 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,257 $891K <0.01% +11,710 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 38,090 $865K 0.07% -8,400 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 34,144 $775K 0.04% +135 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 32,304 $733K <0.01% -11,328 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 31,901 $724K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,781 $699K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30,667 $696K 0.06% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 30,560 $694K 0.01% +4,075 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,916 $656K <0.01% +19,694 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,410 $645K 0.01% +73 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,278 $597K -29,400 Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 25,854 $587K 0.52% -300 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 24,887 $565K 0.51% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,843 $563K <0.01% +4,141 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 24,400 $554K 0.19% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 23,876 $542K 0.55% -1,031 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23,472 $533K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 23,331 $530K 0.06% +11,218 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,349 $507K <0.01% +35 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,051 $501K <0.01% -121,399 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,425 $486K 0.04% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,590 $467K 0.01% +2,063 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,300 $461K <0.01% +500 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,117 $456K <0.01% -12,266 13F-HR/A Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 20,032 $452K 0.25% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,793 $449K 0.01% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 19,649 $446K 0.37% +7,399 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 18,490 $420K 0.09% 0 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 18,321 $416K 0.28% -3,056 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,114 $388K <0.01% -1,425 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,097 $388K 0.05% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,825 $384K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,300 $370K <0.01% -800 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,769 $358K 0.01% +384 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 15,311 $348K 0.06% +62 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14,550 $330K 0.05% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,350 $326K 0.04% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,310 $325K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,709 $311K <0.01% -4,006 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 13,539 $307K 0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,250 $301K <0.01% 0 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 13,000 $295K 0.05% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,299 $279K 0.01% +4 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 12,275 $279K 0.05% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,000 $272K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,628 $264K 0.04% +15 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,527 $262K <0.01% -17,714 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 11,454 $260K 0.15% -53 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 11,150 $253K 0.03% -1,210 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,006 $250K <0.01% -63 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,226 $232K 0.02% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 10,150 $230K 0.03% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,820 $223K <0.01% +691 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,578 $217K <0.01% -2,100 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 9,450 $215K <0.01% 0 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,200 $209K 0.05% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7,091 $161K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,450 $146K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,115 $116K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,000 $114K 0.02% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,252 $96.5K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,997 $90.7K <0.01% -421 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,878 $88K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,853 $87.5K 0.04% -567 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,000 $68.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,400 $54.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,000 $45.4K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,000 $45.4K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,834 $41.6K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,330 $30.2K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,272 $28.9K 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,200 $26.9K <0.01% new 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,000 $22.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 800 $18.2K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 754 $17K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 740 $16.8K <0.01% -10 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 650 $14.8K <0.01% +300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $11.3K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $11.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 500 $11.2K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $4.54K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $2.27K <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) 11 $250 <0.01% -7 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $15 <0.01% 0 13F-HR/A Timeline Group