Karpus Management, Inc. More: the full row for Karpus Management, Inc. 20,033,393 $226M 7.05% +11,542,843 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 12,505,825 $141M 7.12% +8,333,674 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,294,709 $59.7M <0.01% +4,358,029 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,911,221 $44.1M 0.18% +2,881,080 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,692,857 $30.4M 1.02% +1,736,132 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 2,066,476 $24.2M 10.84% +1,786,591 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,982,355 $22.4M 0.82% -183,915 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,868,644 $21.1M 0.17% +701,845 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/ 1,807,154 $20.4M <0.01% +1,104,859 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,428,374 $16.1M 0.03% new 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,298,084 $14.6M 0.01% +864,565 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,236,235 $13.9M 0.23% +591,960 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,102,849 $12.4M 0.02% +593,744 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,065,038 $12M 0.24% +733,071 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,021,359 $11.5M <0.01% +824,668 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 981,426 $11.1M <0.01% +687,584 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 606,318 $6.79M 3.98% +207,695 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 572,536 $6.46M <0.01% +486,863 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 520,267 $5.87M 0.13% +356,367 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 476,797 $5.38M <0.01% +441,199 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 453,034 $5.11M 0.37% +81,787 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 396,333 $4.47M <0.01% +319,680 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 382,902 $4.32M <0.01% +345,456 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 382,553 $4.32M 2.48% +204,412 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 381,241 $4.3M <0.01% +163,577 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 358,833 $4.09M 2.74% +298,725 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 326,160 $3.68M 0.18% +282,172 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 323,583 $3.65M 0.97% new 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 322,991 $3.64M 0.01% -82,758 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. 307,673 $3.47M <0.01% +106,109 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 259,521 $2.93M <0.01% +212,957 13F-HR/A 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 251,989 $2.84M <0.01% +134,039 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 251,331 $2.84M 0.21% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 244,009 $2.75M <0.01% +119,726 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 243,007 $2.74M <0.01% +92,560 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 238,931 $2.7M <0.01% +220,313 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 236,644 $2.67M 0.22% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 225,021 $2.54M 0.36% +31,357 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 202,218 $2.28M 0.06% new 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 191,652 $2.16M 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 179,952 $2.03M 0.01% +110,968 13F-HR/A Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 179,333 $2.02M 0.15% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 155,479 $1.75M 0.24% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 146,110 $1.65M 0.01% +43,746 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 143,073 $1.61M 0.02% +86,645 13F-HR/A Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 142,325 $1.61M 1.67% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 140,486 $1.58M 0.02% +76,706 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 140,098 $1.58M <0.01% +107,562 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 127,592 $1.44M <0.01% +83,533 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 119,038 $1.34M 0.7% new 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 117,683 $1.33M 0.54% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 115,874 $1.31M 0.03% +57,999 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 110,834 $1.25M <0.01% +96,889 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 107,451 $1.21M <0.01% +52,604 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 105,020 $1.18M 0.53% +81,896 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 101,298 $1.14M 0.42% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 100,062 $1.13M 0.08% +46,071 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 94,012 $1.06M <0.01% +92,707 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 82,168 $927K 0.02% new 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 79,095 $892K 0.25% +31,736 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 75,497 $851K 0.37% +37,889 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 74,530 $841K 0.01% +57,733 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 74,259 $838K 0.05% +28,620 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 73,780 $832K 0.09% +34,984 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 73,106 $825K 0.17% +12,305 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 69,321 $782K 0.4% +50,185 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 68,000 $767K 0.24% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 66,387 $749K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 64,983 $733K <0.01% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 60,915 $687K 0.13% +43,740 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,583 $683K <0.01% +48,769 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 60,199 $683K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 58,420 $659K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 57,418 $648K <0.01% +7,665 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 56,465 $640K 0.14% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 54,947 $620K <0.01% +28,094 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 54,150 $611K <0.01% +31,276 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 53,912 $608K 0.62% +43,081 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 51,554 $582K 0.06% new 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 51,537 $581K 0.02% +25,039 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 51,093 $576K <0.01% +45,754 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 50,618 $571K 0.19% +36,697 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 49,620 $560K 0.09% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 49,465 $558K 0.02% -2,678 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 48,079 $542K 0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 47,714 $538K <0.01% +36,403 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 42,847 $486K 0.01% +27,422 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 42,250 $477K 0.29% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 42,100 $475K 0.1% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 40,204 $456K 0.08% new 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 39,677 $448K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,115 $447K <0.01% new 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 38,811 $438K 0.08% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,936 $428K <0.01% +22,841 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 36,793 $417K 0.04% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,987 $416K <0.01% +20,101 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 35,149 $396K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,092 $396K <0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 34,122 $385K 0.09% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 32,518 $382K <0.01% +7,610 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,558 $345K <0.01% +18,014 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 30,334 $342K 0.02% +5,950 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 28,266 $321K 0.07% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 28,057 $316K 0.25% new 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 27,264 $308K 0.2% +3,668 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,861 $303K <0.01% new 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 26,698 $301K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,166 $284K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,915 $281K <0.01% new 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 24,310 $274K 0.02% +12,217 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24,028 $271K 0.01% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 23,814 $269K 0.1% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 23,400 $264K 0.14% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,212 $264K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 23,190 $262K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 23,018 $260K 0.01% new 13F-HR Timeline KIM, LLC More: the full row for KIM, LLC 22,805 $257K 0.04% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 22,389 $254K 0.08% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 22,335 $252K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,205 $250K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,025 $249K <0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,735 $245K <0.01% new 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 21,191 $239K 0.1% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 20,618 $233K 0.03% +115 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 20,614 $233K 0.01% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 20,216 $228K 0.11% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 20,022 $226K 0.03% -7,482 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 19,900 $224K 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,167 $205K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,012 $203K <0.01% -2,254 13F-HR/A Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,647 $199K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,596 $198K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 17,459 $197K 0.07% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,669 $188K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,472 $186K 0.01% +12,472 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 16,167 $182K <0.01% -4,104 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,542 $175K 0.01% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,856 $168K 0.04% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 14,179 $160K 0.01% +72 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,923 $157K 0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,765 $156K 2.6% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,665 $154K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,626 $154K <0.01% +9,626 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,441 $152K 0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,240 $149K 0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,990 $147K 0.13% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,708 $143K <0.01% +4,983 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,669 $143K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,834 $133K 0.01% +1,834 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,693 $132K 0.05% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,527 $130K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,500 $130K 0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,500 $130K <0.01% +1,251 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,495 $130K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,427 $129K <0.01% new 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 11,196 $126K 0.01% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 10,908 $123K 0.1% 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,638 $122K 0.04% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,665 $121K 0.01% new 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,643 $120K 0.03% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 10,612 $120K 0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 10,586 $119K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,000 $117K <0.01% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 10,124 $114K 0.07% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,245 $93K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,351 $82.9K 0.01% +5,245 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,867 $77.5K 0.02% +2,890 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,471 $73K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,519 $62.3K <0.01% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,665 $52.9K 0.03% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,096 $46.2K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,375 $38.1K 0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,110 $35.1K 0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,898 $32.7K <0.01% +2,598 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,469 $27.9K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,367 $26.7K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,269 $25.6K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $22.6K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,850 $20.9K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,846 $20.8K <0.01% +1,023 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,682 $19K 0.01% +1,099 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,661 $18.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,490 $16.8K <0.01% new 13F-HR/A Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,123 $12.7K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 985 $11.1K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 916 $10K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 802 $9.05K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 759 $8.62K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 740 $8.35K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 654 $7.38K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 607 $7K <0.01% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 446 $5.03K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 445 $5.02K <0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 386 $4.36K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 339 $3.82K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 310 $3.5K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 220 $2.5K <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 196 $2.21K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 124 $1.4K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 124 $1.39K <0.01% new 13F-HR/A Timeline Group