MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,836,119 $44.9M <0.01% -78,835 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,734,818 $32M 1.7% -27,377 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,319,456 $15.5M 0.14% -5,403 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,163,310 $13.6M <0.01% -62,333 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,076,867 $12.1M 1.41% +69,143 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 917,994 $10.7M 0.48% -16,774 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 821,812 $9.62M <0.01% +10,758 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/ 764,329 $8.95M <0.01% -93,677 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 429,774 $5.03M 0.01% -245 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 416,530 $4.88M 0.02% -21,646 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 363,000 $4.25M 1.72% +21,000 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 357,837 $4.19M 0.13% 0 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 253,729 $2.97M 0.1% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 232,826 $2.73M <0.01% +10,767 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 194,182 $2.27M 1.53% +50 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 183,299 $2.15M 0.87% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 177,181 $2.07M 0.04% -88,672 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 167,000 $1.96M 0.01% +3,738 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 147,503 $1.73M 0.09% -2,497 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 142,653 $1.67M <0.01% +31,544 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 130,533 $1.53M <0.01% -24,923 13F-HR Timeline Group Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 130,274 $1.53M 0.09% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 127,827 $1.5M 0.1% +39 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 116,216 $1.28M 0.04% -14,842 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 109,218 $1.28M 0.11% +71,260 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 103,807 $1.22M <0.01% -14,597 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 103,236 $1.21M <0.01% +1,283 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 98,000 $1.15M 0.42% -13,533 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 91,448 $1.07M <0.01% -13,077 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,672 $675K <0.01% +3,975 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,735 $594K <0.01% new 13F-HR/A Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 50,000 $586K 0.45% -1,500 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,927 $550K <0.01% -8,109 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,824 $537K <0.01% +3,168 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 41,532 $486K <0.01% -3,064 13F-HR/A Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 39,265 $460K 0.13% -3,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,182 $435K <0.01% -442 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 36,624 $429K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,599 $429K <0.01% +944 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 32,515 $381K <0.01% -32,942 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 32,459 $380K <0.01% +4,260 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 30,216 $354K <0.01% +178 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,069 $329K 0.01% +626 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,444 $310K <0.01% -9,569 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,706 $301K 0.01% +9,206 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 25,385 $297K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,122 $282K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,937 $280K <0.01% +2,316 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 23,685 $277K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 22,474 $263K 0.02% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 34,522 $242K <0.01% 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,357 $238K <0.01% +298 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 19,517 $229K 0.02% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 19,005 $223K 0.1% 0 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,979 $219K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,641 $218K 0.02% +557 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 18,346 $215K 0.01% +8,000 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,852 $209K <0.01% -265 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 17,100 $200K 0.21% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 17,000 $199K <0.01% 0 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 16,937 $198K 0.03% -40,000 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,729 $196K 0.04% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,654 $195K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,423 $192K <0.01% +135 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,076 $188K 0.01% +881 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,000 $187K 0.01% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 16,775 $184K 0.15% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,577 $182K <0.01% +4,149 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,841 $174K 0.01% +4,199 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,514 $158K <0.01% +4 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,187 $156K 0.01% +293 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 13,203 $155K 0.09% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 13,000 $152K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,039 $152K <0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,305 $144K 0.01% 0 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 11,785 $139K 0.04% -855 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,684 $137K <0.01% -46,954 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 11,137 $130K <0.01% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 10,891 $128K 0.06% +3 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,548 $124K 0.07% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,510 $123K <0.01% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,397 $122K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,271 $120K <0.01% -9,396 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,117 $118K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,000 $105K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,534 $76.5K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,400 $74.9K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,981 $70K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,735 $67.2K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,459 $49.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,355 $39.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,194 $37K <0.01% +3,191 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,980 $34.9K <0.01% -216 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,707 $32K <0.01% -4,342 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,323 $27.2K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,100 $24.6K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,450 $17K <0.01% -5,454 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,300 $15K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,200 $14.1K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,055 $12.4K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,033 $12.1K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,100 $12K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 759 $8.89K <0.01% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 700 $8.2K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $5.27K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 448 $5K <0.01% 0 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) 396 $4.64K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 300 $3.52K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 299 $3.5K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 250 $2.93K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 46 $539 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.