MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,798,551 $42.2M <0.01% -37,568 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,729,373 $30.3M 1.68% -5,445 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,344,281 $14.9M 0.12% +24,825 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,081,864 $12M 1.29% +4,997 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,036,257 $11.5M <0.01% -127,053 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,027,680 $11.4M 0.46% +109,686 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 864,686 $9.61M <0.01% +42,874 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/ 603,836 $6.71M <0.01% -160,493 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 445,163 $4.95M 0.01% +15,389 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 416,360 $4.63M 0.02% -170 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 363,000 $4.03M 1.88% 0 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 357,837 $3.98M 0.13% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 284,228 $3.16M <0.01% +51,402 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 257,770 $2.86M 0.07% +4,041 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 200,126 $2.22M 0.93% +16,827 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 194,262 $2.16M 1.36% +80 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 173,353 $1.93M 0.01% +6,353 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 168,861 $1.88M 0.09% +21,358 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 166,735 $1.85M <0.01% +24,082 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 164,793 $1.83M <0.01% +34,260 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 147,537 $1.64M <0.01% +56,089 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 144,328 $1.6M 0.13% +35,110 13F-HR Timeline Group Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 130,274 $1.45M 0.08% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 129,241 $1.44M 0.03% -47,940 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 127,890 $1.42M 0.09% +63 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 123,766 $1.34M 0.03% +7,550 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 116,638 $1.3M <0.01% +13,402 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 105,310 $1.17M <0.01% +1,503 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 98,527 $1.09M 0.36% +527 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,895 $865K <0.01% +32,071 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,226 $647K <0.01% +554 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,735 $564K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 46,624 $518K 0.02% +10,000 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,385 $515K <0.01% +4,853 13F-HR/A Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 45,100 $501K 0.34% -4,900 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 37,862 $421K 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,720 $419K <0.01% +538 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,863 $410K <0.01% +264 13F-HR/A Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 36,265 $403K 0.1% -3,000 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,716 $397K <0.01% -11,211 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 35,643 $396K 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 35,426 $394K <0.01% +11,304 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 35,385 $393K <0.01% +10,000 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 32,120 $357K <0.01% +1,904 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,876 $321K <0.01% +4,939 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,069 $312K 0.01% 0 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 26,618 $296K <0.01% -7,904 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,444 $294K <0.01% 0 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 24,099 $268K <0.01% -8,360 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 23,685 $263K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,282 $236K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,828 $231K <0.01% +5,251 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 19,517 $217K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,294 $203K 0.01% -347 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 18,215 $196K <0.01% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 17,100 $190K 0.31% 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 $189K <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 $188K 0.03% 0 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,729 $186K 0.04% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,657 $185K 0.02% +3 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,575 $184K <0.01% +152 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,210 $180K <0.01% -1,642 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,000 $178K 0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 15,517 $172K 0.07% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,416 $171K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,963 $166K <0.01% +3,279 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,835 $163K <0.01% -10,871 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 13,000 $152K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,520 $150K <0.01% +6 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,267 $148K 0.01% +80 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 13,155 $146K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,067 $145K <0.01% -7,290 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 12,748 $142K 0.06% -6,257 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,305 $137K 0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,955 $133K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,137 $124K <0.01% 0 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,642 $118K 0.01% -4,199 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,548 $117K 0.07% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,397 $116K 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 $114K <0.01% 0 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,117 $112K <0.01% 0 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 10,000 $111K <0.01% new 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,000 $100K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,131 $79.2K 0.01% +1,150 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 7,000 $77.8K 0.08% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,534 $72.6K <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 $71.1K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 5,735 $63.7K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,459 $49.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,355 $37.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,194 $35K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,707 $30K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,323 $25.8K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,100 $23.3K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,497 $16.6K <0.01% new 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 1,461 $16.2K <0.01% +11 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,300 $14K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,225 $13.6K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,200 $13.3K <0.01% +500 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,100 $12K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,055 $11.7K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,000 $11.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 919 $10.2K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 505 $5.61K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 448 $5K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 299 $3.32K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 277 $3.08K <0.01% -18,702 13F-HR Timeline Group Trust Co More: the full row for Trust Co 250 $2.78K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 166 $1.84K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 77 $855 <0.01% new 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.