Karpus Management, Inc. More: the full row for Karpus Management, Inc. 19,816,954 $236M 6.78% -216,439 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 11,987,371 $143M 6.78% -518,454 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,960,341 $70.9M <0.01% +665,632 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,677,624 $43.8M 0.13% -233,597 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,310,272 $27.5M 0.78% -382,585 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,284,429 $27.2M 0.18% +415,785 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 2,066,476 $24.6M 10.86% 0 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,982,355 $23.6M 0.79% 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/ 1,809,830 $21.5M <0.01% +2,676 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,384,845 $16.5M 0.01% +86,761 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,383,852 $16.5M 0.03% -44,522 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,263,752 $15M 0.02% +160,903 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,231,476 $14.7M 0.22% -4,759 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,149,124 $13.7M <0.01% +127,765 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,065,866 $12.7M <0.01% +84,440 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 994,190 $11.8M 0.22% -70,848 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 989,613 $11.8M <0.01% +606,711 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 565,710 $6.73M <0.01% -6,826 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 521,667 $6.21M 0.12% +1,400 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 548,051 $6.14M 3.43% -58,267 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 498,348 $5.93M <0.01% +21,551 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 453,034 $5.39M 0.32% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 393,906 $4.69M <0.01% -2,427 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 373,213 $4.44M <0.01% +129,204 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 362,781 $4.32M 2.33% -19,772 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 356,455 $4.24M 2.59% -2,378 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 348,737 $4.15M <0.01% +89,216 13F-HR Timeline Group Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 326,160 $3.88M 0.2% 0 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 306,323 $3.65M <0.01% -74,918 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 304,305 $3.62M <0.01% -3,368 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 272,919 $3.25M <0.01% +33,988 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 236,644 $2.82M 0.21% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 231,404 $2.75M 0.06% +29,186 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 226,589 $2.7M <0.01% -25,400 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 221,407 $2.63M <0.01% -21,600 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 213,883 $2.55M 0.01% -109,108 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 185,492 $2.21M 0.01% +39,382 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 178,396 $2.12M 0.01% -1,556 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 174,963 $2.08M <0.01% +64,129 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 154,456 $1.84M 0.21% +152,691 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 150,350 $1.79M 0.21% -74,671 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 147,691 $1.76M 0.19% -7,788 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 142,137 $1.69M 0.02% -936 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 138,302 $1.65M 0.02% -2,184 13F-HR Timeline Group Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 138,149 $1.64M 1.67% -4,176 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 133,698 $1.59M <0.01% -6,400 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 132,005 $1.57M 0.35% -191,578 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 131,503 $1.56M <0.01% +3,911 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 127,659 $1.52M <0.01% +67,076 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 127,261 $1.51M 0.22% new 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 122,349 $1.46M 0.71% +3,311 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 112,138 $1.33M 0.04% -3,736 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 107,712 $1.28M <0.01% +53,562 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 106,017 $1.26M 0.11% -73,316 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 105,262 $1.25M 0.08% +5,200 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 105,020 $1.25M 0.48% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 101,298 $1.21M 0.37% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 93,612 $1.11M <0.01% -400 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 92,929 $1.11M 0.01% -98,723 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 90,888 $1.08M 0.01% +52,952 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 86,578 $1.03M 0.32% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 85,037 $1.01M <0.01% +27,619 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 82,981 $987K 0.02% +813 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 79,173 $942K <0.01% +28,080 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 76,276 $908K <0.01% -31,175 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 76,710 $901K 0.1% +2,930 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 75,194 $895K 0.05% +935 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 73,558 $875K 0.14% +12,643 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 70,229 $836K <0.01% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 69,000 $821K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 68,385 $814K 0.37% -936 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 68,000 $809K 0.22% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 64,706 $770K <0.01% -277 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 63,137 $751K <0.01% +49,511 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 60,199 $720K 0.01% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 56,482 $676K 0.14% +17 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 54,778 $664K <0.01% +7,064 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 55,276 $658K <0.01% -11,111 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 55,060 $655K 0.25% -62,623 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 54,947 $654K <0.01% 0 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 54,828 $652K 0.3% +12,578 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 52,345 $623K 0.1% +13,534 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 51,537 $613K 0.02% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 51,444 $612K 0.12% -21,662 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 50,618 $602K 0.18% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 49,786 $592K 0.08% +166 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 49,692 $591K 0.04% -1,862 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 48,961 $583K 0.01% +882 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 48,441 $576K 0.56% -5,471 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 47,254 $565K 0.01% +4,407 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 47,418 $564K 0.02% +23,390 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 45,210 $537K 0.19% -30,287 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 42,115 $501K 0.09% +15 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,274 $491K 0.02% -8,191 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 40,827 $488K 0.07% +623 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 39,677 $472K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,283 $456K <0.01% +168 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 37,816 $450K 0.31% +10,552 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 37,365 $447K 0.04% +572 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,097 $430K <0.01% +1,005 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 35,161 $418K 0.01% +12 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 34,816 $414K <0.01% +7,955 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 34,122 $406K 0.08% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 33,214 $395K <0.01% -41,316 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 31,870 $379K 0.01% +16,328 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 31,714 $377K <0.01% +8,524 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 32,518 $367K <0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 30,334 $361K 0.02% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 30,000 $359K 0.27% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 30,000 $357K 0.03% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 28,266 $338K 0.07% 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 28,057 $334K 0.23% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 28,007 $333K 0.03% +15,017 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,578 $328K <0.01% -9,409 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 24,798 $295K <0.01% -117 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,505 $292K <0.01% -6,053 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 24,310 $289K 0.02% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 23,889 $284K 0.09% +75 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,696 $282K <0.01% +6,100 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,414 $279K <0.01% +202 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 23,400 $278K 0.13% 0 13F-HR Timeline KIM, LLC More: the full row for KIM, LLC 22,921 $273K 0.04% +116 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 22,690 $270K 0.01% -328 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 22,389 $268K 0.07% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 22,335 $266K 0.04% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 22,000 $262K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,850 $260K 0.01% -355 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,575 $257K 0.01% +7,652 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,299 $255K <0.01% new 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 21,191 $252K 0.08% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 20,933 $249K 0.01% +319 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,428 $242K <0.01% -1,597 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 20,216 $241K 0.1% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,188 $240K <0.01% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,120 $239K <0.01% +6,455 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 20,782 $238K 0.03% +164 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 19,900 $237K 0.07% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 18,441 $219K 0.01% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,307 $218K 0.02% -1,715 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,012 $215K <0.01% +911 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,662 $210K 0.01% +15 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,606 $210K <0.01% +937 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 17,459 $208K 0.07% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,613 $198K <0.01% new 13F-HR/A Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 16,585 $197K 0.02% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 17,438 $197K 0.03% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 16,290 $194K 0.01% +2,111 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 16,002 $190K 0.07% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 15,848 $189K 0.11% +5,724 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 15,517 $185K <0.01% -11,181 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,856 $177K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,336 $159K <0.01% -3,136 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,914 $154K 0.01% -326 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,766 $152K 0.02% +2,154 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,669 $151K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,550 $149K 0.01% +1,354 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,479 $148K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,396 $148K <0.01% -5,771 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,019 $144K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,949 $142K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,862 $141K 0.01% +28 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,693 $139K 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,500 $137K 0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 11,495 $137K 0.04% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,460 $136K <0.01% +33 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 10,998 $131K 0.07% +90 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,500 $131K <0.01% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,643 $127K 0.03% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,135 $121K <0.01% -6,032 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 10,000 $119K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,869 $117K <0.01% -15,297 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,580 $102K 0.01% +1,229 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,245 $98.1K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,165 $97.2K <0.01% -4,543 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,975 $94.9K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,867 $81.7K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,471 $77K <0.01% 0 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,535 $42.1K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,234 $38.5K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,110 $37K 0.01% 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,898 $34.5K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,748 $32K <0.01% +1,832 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,669 $31.5K <0.01% +2,545 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,469 $29.4K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,286 $27.2K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,277 $27.1K <0.01% +8 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,206 $26.3K 0.02% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,023 $24.1K 0.01% +341 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,975 $23.5K 0.01% -1,400 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,871 $22.3K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,846 $22K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,661 $19.8K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,123 $13.4K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 759 $9.04K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 750 $8.93K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 664 $7.9K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 654 $7.78K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 607 $7K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 445 $5.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 339 $4.03K <0.01% 0 13F-HR Timeline