McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,706,721 $48.5M 6.41% -23,040 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 847,525 $11.1M <0.01% +29,241 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 459,239 $6.01M 0.01% 0 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 423,773 $5.54M <0.01% +40,848 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 331,144 $4.33M <0.01% +28,144 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 280,382 $3.63M 0.02% -10,033 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 174,190 $2.28M <0.01% +3,673 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 171,164 $2.26M 0.88% +8,681 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 156,852 $2.05M <0.01% +980 13F-HR Timeline Group Summit X, LLC More: the full row for Summit X, LLC 144,852 $1.89M 0.4% +66,534 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 107,724 $1.41M <0.01% -40,758 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 97,157 $1.27M 0.35% +44,168 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 55,345 $724K 0.05% +819 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,000 $654K <0.01% -4,845 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,241 $566K <0.01% -1,455 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 39,379 $515K 0.05% 0 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/ 38,117 $499K <0.01% +2,814 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 33,820 $442K <0.01% -67,708 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,049 $419K <0.01% +42 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,743 $415K <0.01% +4,231 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 28,828 $377K 0.43% +12,828 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 28,567 $374K 0.03% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 24,825 $325K 0.05% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,026 $314K <0.01% -1,300 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 23,837 $312K 0.04% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,083 $263K <0.01% -913 13F-HR/A Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 19,818 $259K 0.1% +466 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,719 $258K <0.01% +6,975 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 18,861 $247K 0.05% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,335 $201K <0.01% -162 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 14,189 $186K <0.01% new 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 13,648 $179K <0.01% -546 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,014 $170K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,765 $167K 0.01% +196 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 12,700 $166K 0.03% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,459 $151K 0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,255 $147K <0.01% +1,250 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,723 $140K <0.01% -3,880 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,509 $137K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,293 $122K <0.01% -263 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,998 $65.4K <0.01% +3,256 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,500 $45.8K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,468 $32.3K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,183 $28.6K <0.01% -67 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,071 $27.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,950 $25.5K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,905 $24.9K 0.02% -290 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,794 $23.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,719 $22.5K <0.01% +1,718 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,150 $15K <0.01% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,045 $13.7K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 975 $12.8K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 900 $11.8K 0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 500 $6K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 451 $5.9K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 412 $5.39K <0.01% +8 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 366 $5K <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 294 $3.85K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 155 $2.03K <0.01% -147 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 47 $615 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 43 $528 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -810 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.