RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 7,899,355 $86.7M 4.38% +5,459,910 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,461,889 $81.9M <0.01% +3,099,212 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,696,687 $50.6M 1.7% +3,268,284 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 2,616,894 $28.7M 0.9% +1,933,082 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,116,069 $23.2M 0.19% +558,917 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/ 1,715,834 $18.8M <0.01% +1,180,482 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 1,632,324 $18.4M 8.24% +1,064,012 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 1,594,019 $17.5M 0.64% +1,236,182 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,263,227 $13.9M <0.01% +332,544 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,164,513 $12.8M 0.01% +620,151 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,114,424 $12.2M +270,058 Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,110,686 $12.2M 0.25% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,081,520 $11.9M <0.01% +789,963 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 942,983 $10.4M 0.98% -106,426 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 877,337 $9.63M <0.01% +765,994 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 525,658 $5.77M 0.02% new 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 524,837 $5.76M 0.42% +514,837 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 443,717 $4.93M 2.89% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 428,896 $4.71M 0.01% +193,305 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 392,748 $4.31M 0.01% +183,998 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 351,158 $3.86M 0.02% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 313,561 $3.44M <0.01% +261,344 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 285,192 $3.13M 0.96% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 283,571 $3.11M <0.01% +185,910 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 270,000 $2.96M 1.33% -1,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 244,583 $2.69M <0.01% +116,035 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 242,261 $2.66M <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 240,403 $2.64M 0.04% +86,717 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 239,596 $2.63M 0.5% +114,299 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 235,758 $2.59M 1.49% +43,026 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 234,235 $2.57M 0.01% +171,251 13F-HR/A Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 231,524 $2.54M <0.01% +196,139 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 227,450 $2.5M 0.01% -187,405 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190,734 $2.09M <0.01% +122,847 13F-HR Timeline Group Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 188,139 $2.07M 0.1% +57,865 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 174,604 $1.92M <0.01% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 158,826 $1.74M <0.01% +70,201 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 151,884 $1.67M 0.02% +97,936 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 150,034 $1.64M 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 136,312 $1.5M <0.01% +62,089 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 133,889 $1.47M 1.03% +87,788 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 128,082 $1.41M 0.08% +42 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,699 $1.35M <0.01% +86,053 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 121,927 $1.35M 0.27% new 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 121,623 $1.34M <0.01% +101,139 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 120,825 $1.33M 0.03% +105,725 13F-HR/A Timeline KIM, LLC More: the full row for KIM, LLC 108,577 $1.19M 0.18% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 101,378 $1.11M 0.3% +13,142 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 85,957 $983K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 86,177 $946K 0.02% -2,540 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 85,238 $936K <0.01% +49,004 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 84,813 $931K 0.06% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 82,981 $911K 0.01% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 79,784 $876K 0.28% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 73,626 $808K 0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 73,311 $805K 0.09% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 72,255 $793K 0.16% +56,656 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,022 $791K <0.01% +3,946 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 70,017 $769K 0.01% +54,301 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 67,786 $744K <0.01% +34,544 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 66,915 $735K 0.02% +44,564 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 64,000 $703K 0.22% -34,527 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 63,106 $693K <0.01% +51,268 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 59,908 $658K 0.01% +49,492 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 57,324 $629K <0.01% +25,109 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 53,680 $589K 0.27% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,193 $573K <0.01% +1,458 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,729 $557K <0.01% -68,783 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 50,382 $553K 0.08% +26,697 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,050 $539K <0.01% +10,601 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 45,476 $502K 0.25% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 45,706 $502K 0.01% +34,091 13F-HR/A Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 44,489 $488K 0.17% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 42,824 $470K 0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 41,327 $454K <0.01% new 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 40,194 $441K 0.04% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 39,639 $438K 0.01% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 39,463 $433K 0.11% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 38,637 $424K 0.06% +19,647 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 37,507 $412K 0.1% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 36,495 $401K 0.04% +12,554 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,002 $395K <0.01% +2,615 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 35,609 $391K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 32,105 $353K <0.01% +9,784 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 31,856 $350K 0.18% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,373 $344K <0.01% -245 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 30,936 $343K 0.01% +19,713 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,955 $340K <0.01% -33,972 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,689 $337K <0.01% +13,689 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,127 $331K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29,911 $328K 0.17% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,312 $322K <0.01% +15,398 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,827 $317K <0.01% new 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 28,203 $310K 0.03% new 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 28,000 $307K 0.07% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,418 $301K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,756 $295K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,511 $291K 0.01% +19,781 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,332 $280K <0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 24,853 $273K 0.01% new 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 24,074 $264K 0.1% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,681 $260K 0.13% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,090 $245K <0.01% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 20,591 $226K 0.14% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 19,517 $214K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,106 $210K <0.01% new 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 18,929 $208K 0.07% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,363 $202K <0.01% -7,021 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 17,807 $196K <0.01% 13F-HR Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 17,772 $195K 0.2% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,691 $194K 0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,687 $194K <0.01% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 17,559 $193K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,111 $188K 0.01% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 17,100 $188K 0.16% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,896 $186K 0.06% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,729 $184K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,524 $182K <0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,146 $177K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,107 $177K <0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,000 $176K 0.01% 0 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,799 $173K <0.01% +2,935 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,737 $173K <0.01% +2,225 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,623 $172K <0.01% new 13F-HR Timeline Group NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 15,000 $165K <0.01% -6,250 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 14,879 $163K 0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 13,932 $153K 0.07% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,856 $152K <0.01% +3,397 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 13,639 $150K 0.23% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,744 $140K 0.07% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,487 $137K <0.01% +7,399 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 12,400 $136K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,377 $136K 0.01% +1,984 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,305 $135K 0.01% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 12,159 $134K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,066 $132K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,955 $131K <0.01% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 11,426 $125K 0.13% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,331 $124K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,193 $123K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,149 $122K <0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,974 $120K 0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10,868 $119K 0.01% new 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 10,700 $117K 0.06% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,548 $116K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,190 $115K <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,217 $112K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,160 $112K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,068 $111K <0.01% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,117 $111K <0.01% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 10,000 $110K 0.05% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,000 $110K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,242 $101K <0.01% +5,821 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,000 $98.8K <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 8,743 $96K <0.01% -86,970 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,012 $88K 0.01% +881 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 7,927 $87K 0.07% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,760 $85.2K <0.01% +1,360 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 7,132 $78.3K 0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 7,000 $76.9K 0.07% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,835 $75K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,599 $72.5K 0.04% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,534 $71.7K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,446 $59.8K <0.01% +987 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,245 $57.6K <0.01% +2,538 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,917 $54K <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 4,601 $50.5K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,205 $35.2K <0.01% +1,975 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Geneos Wealth Management Inc. 3,133 $34.4K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,931 $32.2K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,202 $24.2K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,181 $23.9K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,811 $19.9K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,774 $19.5K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,348 $14.8K <0.01% new 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 $13.5K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,200 $13.2K <0.01% 0 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 1,066 $11.7K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,055 $11.6K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 987 $10.8K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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