1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 521,162 $8.92M 0.64% -5,700 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 410,818 $7.03M <0.01% +27,240 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 385,600 $6.52M <0.01% +51,853 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 350,450 $6M 0.05% -15,344 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 228,655 $3.91M 0.13% -75 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 189,308 $3.24M <0.01% +4,191 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 125,812 $2.15M <0.01% +8,749 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 122,288 $2.09M <0.01% +2,890 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 120,308 $2.06M <0.01% +29,567 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 105,931 $1.81M <0.01% +16,128 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 83,382 $1.43M <0.01% +22,313 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 79,402 $1.36M 0.78% -2,518 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 72,861 $1.32M 0.59% -5,593 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/ 76,239 $1.31M <0.01% -712 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 69,341 $1.19M 0.31% +9,329 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 58,904 $1.01M <0.01% -50,910 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 56,187 $962K <0.01% +68 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 42,683 $722K 0.11% +11,083 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 38,555 $660K <0.01% -1,345 13F-HR/A Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 34,483 $590K 0.12% -1,882 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,702 $526K 0.03% +4,281 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 30,547 $523K 0.09% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,941 $461K 0.01% +168 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,549 $455K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,528 $454K <0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,778 $441K <0.01% -2,019 13F-HR/A Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 25,582 $438K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,538 $386K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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More: the full row for Closed-End Fund Advisors, Inc. 11,837 $203K 0.21% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,504 $197K <0.01% +1,459 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,382 $195K <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,080 $190K <0.01% +70 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 10,324 $177K 0.11% -24 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,000 $171K <0.01% -4,600 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,670 $131K <0.01% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,000 $85.6K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,830 $82.3K <0.01% +3,830 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,245 $55.6K <0.01% -1,666 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,000 $51.4K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $34.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,300 $22.3K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 612 $10.5K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 230 $3.94K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100 $1.72K <0.01% -1,905 13F-HR Timeline Group