Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 821,241 $9.44M 0.03% +105,366 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 254,793 $2.93M 0.02% -11,582 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 195,329 $2.24M 0.99% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 170,498 $1.96M <0.01% +84,037 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 157,714 $1.81M 0.11% 0 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 147,928 $1.7M 0.08% +1,001 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 139,632 $1.6M 0.04% -1,262 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 105,041 $1.21M 0.48% -23,774 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 101,527 $1.17M <0.01% -4 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/ 97,163 $1.12M <0.01% -36,698 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 90,804 $1.04M 0.09% 0 13F-HR Timeline Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 84,716 $973K 0.21% +50,534 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 73,079 $840K 0.02% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 68,674 $789K <0.01% -22 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 66,149 $760K 0.23% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 64,739 $744K 0.2% -450 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 61,097 $702K 0.69% +9,283 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 46,656 $536K 0.29% +7,268 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 46,021 $529K 0.11% -21,320 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 45,191 $519K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 43,250 $497K 0.23% +5,050 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 42,722 $491K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,914 $470K <0.01% -6,329 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 36,650 $421K <0.01% new 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 36,230 $416K 0.03% +500 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 34,937 $401K 0.01% 0 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 34,170 $393K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 32,022 $368K <0.01% +3,321 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 27,495 $316K 0.06% -1,538 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 24,763 $285K <0.01% -4,200 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,555 $282K <0.01% +1,482 13F-HR Timeline Group SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 19,706 $226K 0.11% -892 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,543 $213K <0.01% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 17,920 $206K 0.01% 0 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 15,818 $182K 0.22% -1,200 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,866 $148K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,201 $117K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,898 $56.3K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,600 $41.4K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,260 $37.5K 0.01% 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,947 $22.4K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 333 $3.83K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 298 $3.42K <0.01% 0 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 300 $3K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $8 <0.01% 0 13F-HR Timeline