Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,646,069 $25.2M 0.1% +701,125 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/ 1,587,494 $8.62M <0.01% -81,939 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,165,389 $6.33M <0.01% +24,937 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,131,102 $6.14M 0.1% +245,549 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 918,774 $4.99M 0.04% -24,988 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 810,998 $4.4M 0.21% +413,450 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 712,453 $3.87M 0.01% +47,824 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 675,044 $3.67M 0.13% +155,576 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 477,800 $2.59M <0.01% +33,374 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 439,446 $2.39M 0.59% -68,842 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 346,471 $1.88M <0.01% +40,728 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 339,657 $1.84M 0.06% -93,498 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 265,800 $1.44M 0.05% -653,110 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 265,652 $1.44M 0.85% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 254,737 $1.38M <0.01% -825 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 240,866 $1.31M <0.01% -2,924 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 209,675 $1.14M <0.01% +12,059 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 190,172 $1.02M 0.37% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 177,680 $965K <0.01% +3,440 13F-HR/A Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 170,000 $923K <0.01% +10,000 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 163,727 $889K 0.02% +52,043 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 163,324 $887K <0.01% +15,844 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 161,488 $877K 0.37% +60,000 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 154,492 $839K <0.01% +8,300 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 152,627 $829K <0.01% -53,784 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 151,674 $824K 0.47% +24,450 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 140,658 $764K <0.01% +43,729 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 137,475 $746K 0.25% +2,078 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 134,361 $730K 0.16% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 127,250 $696K 0.05% +22,610 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 125,000 $679K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 124,460 $676K <0.01% -35,080 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 117,525 $638K <0.01% +4,511 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 107,298 $583K 0.01% -7,734 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,966 $565K <0.01% +17,337 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 100,222 $544K <0.01% +6,486 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 91,627 $498K <0.01% +2,768 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 80,005 $434K 0.07% -1,171 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 70,125 $381K 0.23% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 56,105 $305K <0.01% +32 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 55,835 $303K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53,000 $288K 0.02% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 52,241 $284K 0.13% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,820 $254K <0.01% -1,483 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,599 $253K <0.01% +13,977 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 46,422 $252K 0.03% +152 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,863 $238K <0.01% -15,924 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,349 $219K <0.01% +231 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,866 $211K <0.01% +28,488 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 38,571 $209K 0.03% -1,377 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 34,993 $190K 0.04% +11,352 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,427 $176K <0.01% +4,759 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30,530 $166K 0.08% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,035 $152K <0.01% -5,186 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,779 $151K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,627 $150K <0.01% +12,155 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,230 $148K <0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 27,176 $148K 0.01% +55 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 24,148 $131K 0.09% -824 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,676 $129K <0.01% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,224 $120K <0.01% +197 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,292 $116K <0.01% +3,195 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/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,595 $106K <0.01% new 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 17,062 $92.6K <0.01% +7,062 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,789 $85.7K <0.01% -175 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,626 $84.8K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 15,000 $81.5K 0.01% -15,000 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,816 $80.5K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,212 $77.2K <0.01% 0 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,126 $65.8K <0.01% -268 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 11,873 $64.5K 0.04% -296,292 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,578 $62.9K <0.01% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 11,502 $62.5K 0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,300 $61.4K <0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,253 $61.1K <0.01% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,076 $60.1K <0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,347 $56.2K 0.01% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,000 $54.3K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,000 $54.3K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,010 $43.5K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 6,871 $37.3K 0.02% 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 5,414 $29.4K <0.01% -6,000 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,618 $19.6K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,820 $15.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,426 $13.2K 0.01% +33 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,080 $11.3K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 700 $3.8K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 650 $3.53K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $2.71K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $2.71K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 27 $147 <0.01% new 13F-HR Timeline