Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,825,845 $26M 0.1% +179,776 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/ 1,605,668 $8.65M <0.01% +18,174 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,274,724 $6.87M <0.01% +109,335 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,272,897 $6.86M 0.11% +141,795 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 908,050 $4.89M 0.25% +97,052 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 832,399 $4.49M 0.04% -86,375 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 799,759 $4.31M 0.15% +124,715 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 454,328 $2.45M <0.01% -23,472 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 391,640 $2.11M <0.01% +45,169 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 333,155 $1.8M 0.07% -6,502 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 330,893 $1.78M 0.5% -108,553 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 275,256 $1.48M 1.51% +9,604 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 $1.43M 0.05% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 261,016 $1.41M <0.01% +20,150 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 209,292 $1.13M <0.01% -383 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 195,055 $1.05M 0.38% +4,883 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 194,883 $1.05M <0.01% +17,203 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 181,261 $977K 0.02% +17,534 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 179,173 $964K 0.43% +17,685 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 172,460 $930K <0.01% +125,861 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 170,000 $916K <0.01% 0 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 163,986 $884K <0.01% +662 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 157,811 $851K <0.01% +17,153 13F-HR/A Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 151,674 $818K 0.47% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 151,588 $817K <0.01% -1,039 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 130,236 $702K <0.01% -24,256 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 127,250 $696K 0.04% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 128,209 $691K <0.01% +24,243 13F-HR Timeline Group WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 125,000 $674K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 116,072 $626K <0.01% -8,388 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 110,580 $596K <0.01% -144,157 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 106,751 $575K 0.01% -547 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,335 $573K <0.01% -11,190 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 100,887 $544K <0.01% +9,260 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 100,346 $541K <0.01% +124 13F-HR/A Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 77,263 $416K 0.06% -2,742 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 70,125 $378K 0.23% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 61,837 $333K 0.11% -75,638 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 56,137 $303K <0.01% +32 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53,000 $286K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,855 $274K <0.01% -4,980 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 47,466 $256K 0.03% +1,044 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 45,156 $243K 0.05% +10,163 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 $236K <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,812 $222K <0.01% +463 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,519 $218K <0.01% -6,301 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 38,571 $208K 0.03% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,303 $185K <0.01% +6,268 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 33,806 $182K <0.01% +6,027 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 27,412 $148K 0.06% -24,829 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 Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 24,519 $132K <0.01% +843 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,224 $120K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,518 $116K <0.01% -6,109 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 21,432 $116K 0.08% -2,716 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,318 $115K <0.01% +26 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 HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,017 $108K <0.01% -12,410 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,595 $106K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,389 $88.3K <0.01% +600 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,816 $79.9K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,462 $78K <0.01% +250 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,965 $64.5K <0.01% -161 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,578 $62.4K <0.01% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 11,502 $62K 0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,812 $58K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,731 $57.8K <0.01% new 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 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 Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 5,414 $29.2K <0.01% 0 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,403 $23.7K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,763 $14.9K <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 HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,308 $7.05K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 727 $3.92K <0.01% new 13F-HR Timeline 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% 0 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 Arax Advisory Partners More: the full row for Arax Advisory Partners 83 $146 <0.01% +56 13F-HR Timeline