Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,944,944 $21.3M 0.08% +1,245,143 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/ 1,669,433 $9M <0.01% -153,506 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,140,452 $6.15M <0.01% +42,723 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 943,762 $5.09M 0.04% -23,596 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 918,910 $4.95M 0.16% -122,717 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 885,553 $4.77M 0.08% +12,407 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 664,629 $3.58M 0.01% +60,962 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 519,468 $2.8M 0.1% -291,689 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 508,288 $2.74M 1.24% +16,554 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 444,426 $2.4M <0.01% +21,015 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 433,155 $2.33M 0.08% +100,000 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 397,548 $2.14M 0.12% +10,423 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 305,743 $1.65M <0.01% +20,435 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 255,562 $1.38M <0.01% +25,228 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 243,790 $1.31M <0.01% -307,412 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 206,411 $1.11M 0.01% -21,354 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 197,616 $1.07M <0.01% +4 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 174,240 $939K <0.01% +27,177 13F-HR/A Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 160,000 $862K <0.01% +130,000 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 159,540 $860K <0.01% -20,630 13F-HR Timeline Group 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 147,480 $795K <0.01% +42,347 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 146,192 $788K <0.01% +9,770 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 135,397 $730K 0.25% -295,170 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 133,612 $720K 0.01% +810 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 127,224 $686K 0.4% +14,000 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 115,032 $620K 0.01% -3,370 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 113,014 $609K <0.01% +15,778 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 111,684 $602K 0.01% +42,425 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 104,640 $563K 0.04% 0 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 101,488 $547K 0.39% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 96,929 $522K <0.01% +19,747 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 93,736 $505K <0.01% +5,257 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 88,859 $479K <0.01% +22,833 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 86,629 $467K <0.01% +6,973 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 81,176 $438K 0.08% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 70,125 $378K 0.23% +30,280 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,787 $322K <0.01% -31,300 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 56,073 $302K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 55,835 $301K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53,000 $286K 0.02% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 52,241 $282K 0.13% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 48,303 $260K <0.01% +1,917 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 46,270 $249K 0.03% -4,568 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,118 $216K <0.01% +354 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 39,948 $215K 0.03% +1,600 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,221 $179K <0.01% +12,938 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,622 $170K <0.01% +42 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30,530 $165K 0.09% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 30,000 $162K 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,668 $149K <0.01% -8,460 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,230 $147K <0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 27,121 $146K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,000 $146K <0.01% 0 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 24,972 $135K 0.09% +1,021 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,676 $128K <0.01% 0 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 23,641 $127K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,027 $120K <0.01% +302 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,513 $111K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,614 $100K <0.01% -604 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,097 $97.5K <0.01% +52 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,964 $86K <0.01% -2,764 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,472 $83.4K <0.01% -168 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 14,816 $79.9K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,212 $76.6K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,394 $66.8K <0.01% +1,244 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 308,165 $64K 0.04% +296,292 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 11,700 $63.1K 0.01% -1,300 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,578 $62.4K <0.01% 0 13F-HR/A Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 11,502 $62K 0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 11,414 $61.5K <0.01% new 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,076 $59.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10,960 $59.1K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,378 $55.9K <0.01% -8,138 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,347 $55.8K 0.01% 0 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 10,000 $53.9K <0.01% -10,000 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,000 $53.9K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,000 $53.9K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,010 $43.2K <0.01% 0 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,820 $15.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,393 $12.9K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,080 $11.2K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 700 $3.77K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 650 $3.5K <0.01% -744 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $2.69K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $2.69K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 335 $1.81K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 221 $1.19K <0.01% +3 13F-HR Timeline Group