Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 803,728 $40.8M 0.07% +17,776 13F-HR/A Timeline Group Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 390,946 $19.8M 4.42% +4,900 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 323,256 $16.4M 0.01% +11,040 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 311,489 $15.8M 2.32% +23,696 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 212,816 $10.8M <0.01% +19,445 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 188,713 $9.57M 0.65% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 122,996 $6.24M 1.07% +12,716 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 107,720 $5.46M 1.73% -25,185 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 107,162 $5.43M 0.11% +4,908 13F-HR Timeline THIRD AVENUE MANAGEMENT LLC More: the full row for THIRD AVENUE MANAGEMENT LLC 101,812 $5.16M 0.94% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 93,029 $4.72M 4.27% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 88,320 $4.48M 0.02% +12,733 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 65,000 $3.3M 1.47% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 59,439 $3.01M 0.05% +2,781 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 57,336 $2.91M <0.01% -1,389 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 54,855 $2.78M <0.01% +5,184 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 54,569 $2.77M 0.94% +2,341 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 52,590 $2.67M 0.03% +2,721 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 50,542 $2.56M 0.19% +1,610 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 49,712 $2.52M 0.15% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,132 $2.29M <0.01% -1,545 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 44,764 $2.27M <0.01% +762 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 42,607 $2.16M 0.12% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 35,070 $1.78M 0.47% +773 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,159 $1.58M <0.01% +92 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 30,927 $1.57M <0.01% +12,258 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,855 $1.56M 0.02% -2,421 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,842 $1.56M 0.02% -1,576 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 29,655 $1.5M 0.36% +1,210 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 23,087 $1.17M <0.01% -30,598 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,900 $1.11M <0.01% 0 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 21,596 $1.1M 0.21% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,353 $931K 0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,028 $863K 0.01% -280 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,460 $835K 0.09% -148 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 16,134 $818K <0.01% +7 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,000 $811K 0.06% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,799 $801K <0.01% +728 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,718 $797K <0.01% +256 13F-HR Timeline S&CO INC More: the full row for S&CO INC 15,473 $784K 0.05% +724 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15,124 $767K 0.33% +1,485 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,979 $760K <0.01% +116 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,960 $708K 0.01% +653 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 13,678 $694K 0.2% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,210 $670K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,834 $600K <0.01% -36 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,723 $595K <0.01% +1,768 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. 10,957 $556K <0.01% +512 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 10,927 $554K 0.33% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,854 $550K <0.01% +1,753 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,167 $522K 0.08% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 10,175 $516K 0.12% +90 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,305 $472K 0.01% -7,025 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 8,704 $441K 0.12% +341 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,663 $389K <0.01% +343 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,004 $355K <0.01% -4,913 13F-HR Timeline Group Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 6,241 $316K 0.28% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,203 $315K <0.01% +289 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,065 $308K 0.01% -80 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,976 $303K 0.13% -421 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,862 $297K 0.01% +8 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,653 $287K 0.02% 0 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 5,186 $263K 0.1% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,967 $252K 0.22% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,875 $247K 0.08% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,529 $230K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,480 $228K 0.01% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 4,477 $227K 0.07% +186 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 4,376 $222K 0.04% new 13F-HR/A Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,376 $222K <0.01% +204 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,345 $220K 0.22% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,331 $220K 0.01% +202 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,220 $214K <0.01% -566 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,954 $201K 0.09% -6 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,036 $154K 0.09% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,699 $86K <0.01% +79 13F-HR/A Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,435 $72.8K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,211 $61.4K <0.01% +24 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/ 1,170 $59.3K <0.01% +670 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 742 $37.6K <0.01% -63 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 699 $35.4K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 543 $27.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 515 $26.1K <0.01% -74 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 500 $25.4K <0.01% +400 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 407 $20.6K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 345 $17.5K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 268 $13.6K <0.01% +12 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 157 $7.96K <0.01% +7 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 95 $4.82K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 56 $2.83K <0.01% +3 13F-HR Timeline Group