MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,593,178 $59.5M <0.01% -88,364 13F-HR/A Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 4,596,881 $48.9M 1.45% +962,774 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,776,357 $29.5M 1.42% +238,746 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 2,304,501 $24.5M 0.62% -2,383 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,914,224 $20.3M 0.46% -115,178 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/ 1,604,841 $17.1M <0.01% +92,731 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,590,482 $16.9M 0.14% +313,310 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 748,692 $7.96M <0.01% +30,963 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 738,664 $7.85M 3.17% -34,953 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 574,270 $6.1M 0.11% +55,557 13F-HR/A Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 493,729 $5.25M 0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 389,028 $4.14M <0.01% +15,855 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 369,701 $4.01M 0.03% -29,812 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 303,067 $3.22M 0.32% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 274,151 $2.91M 0.13% -10,888 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 270,740 $2.88M 0.96% +180,414 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 251,390 $2.67M 1.88% 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 215,693 $2.29M 0.73% -8,134 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 205,646 $2.19M 0.09% -720,672 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 194,025 $2.09M 0.46% -1,116 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 186,176 $1.98M 0.05% +56,400 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 171,503 $1.82M 0.05% +20,000 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 170,167 $1.81M 0.41% -3,901 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 167,437 $1.78M 0.02% +38,842 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 158,901 $1.69M <0.01% -49,941 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 130,046 $1.38M 0.04% -1,547 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 112,684 $1.2M <0.01% +9,020 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 112,454 $1.2M <0.01% -4,075 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 111,060 $1.18M 0.26% 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. 96,220 $1.02M <0.01% +69,136 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 95,452 $1.01M 0.68% +5,750 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,444 $951K <0.01% -252 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 88,204 $938K 0.21% +4,978 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 78,705 $837K 0.27% +19,114 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 78,600 $836K 0.42% 0 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. 73,504 $781K 0.08% +7,948 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 73,211 $778K 0.09% +5,250 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 65,568 $697K 0.19% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 57,048 $606K 0.02% +13,995 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,138 $586K <0.01% +824 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 52,726 $560K 0.11% +28,596 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 48,776 $518K 0.01% +5,469 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 48,672 $517K 0.01% +13,510 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 47,900 $509K 0.02% +7,839 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 42,762 $455K <0.01% 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 40,761 $433K <0.01% +2 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 38,794 $412K 0.04% +2,179 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 36,217 $385K 0.07% -4,387 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,822 $381K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 34,651 $368K <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 32,000 $340K <0.01% +20,945 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 27,894 $321K 0.23% +46 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,498 $314K 0.01% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 28,682 $305K 0.07% -667 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,903 $297K <0.01% +25 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,663 $294K <0.01% +7,074 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,840 $285K <0.01% -6,857 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,745 $274K <0.01% +100 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,532 $261K 0.07% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24,311 $258K 0.03% -5,150 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,657 $251K 0.08% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,129 $249K 0.04% +14 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 23,370 $248K 0.01% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 23,357 $248K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 22,621 $240K 0.08% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 22,541 $240K 0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 22,359 $238K <0.01% +12,084 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,357 $238K <0.01% -9,245 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,377 $227K <0.01% +7,628 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,118 $214K <0.01% +3,625 13F-HR Timeline Group NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 19,706 $209K 0.04% -60,110 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,283 $205K <0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 18,748 $199K <0.01% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 17,965 $191K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,734 $189K <0.01% +4,875 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16,050 $171K 0.03% -610 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,013 $170K 0.03% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,996 $170K <0.01% +3,334 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,351 $163K <0.01% +4,603 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,842 $158K 0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,820 $158K <0.01% +117 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,571 $144K <0.01% +3 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 13,300 $141K 0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,700 $135K 0.12% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,137 $129K <0.01% +1,920 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,127 $129K 0.02% 0 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,730 $125K 0.02% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 11,700 $124K 0.03% new 13F-HR Timeline Southern Style Financial, Inc. More: the full row for Southern Style Financial, Inc. 11,649 $124K 0.1% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,268 $120K 0.01% new 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 11,000 $117K <0.01% 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10,960 $117K 0.07% 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,000 $106K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,174 $97.5K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,884 $63.1K <0.01% +401 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,195 $55.2K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,004 $53.2K <0.01% -5,000 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,188 $44.5K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,884 $30.7K 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,150 $22.9K <0.01% 0 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 1,939 $20.6K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,501 $16K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,263 $13.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,257 $13.4K <0.01% new 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,300 $13K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,187 $12.6K <0.01% +17 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 847 $9K <0.01% -82 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 395 $4.2K <0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 303 $3.22K <0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 138 $1.46K <0.01% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 108 $1.15K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.