MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,688,150 $60.9M <0.01% +94,972 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 5,029,383 $53.9M 1.75% +432,502 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. 2,340,673 $25.1M 0.69% +36,172 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,894,225 $20.3M 0.48% -19,999 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,634,966 $17.5M 0.16% +44,484 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/ 1,524,657 $16.3M <0.01% -80,184 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 1,420,247 $15.2M 0.81% -1,356,110 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 981,667 $10.5M 0.34% +851,621 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 758,664 $8.13M 3.3% +20,000 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 695,709 $7.45M <0.01% -52,983 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 649,202 $6.95M 0.13% +74,932 13F-HR/A Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 493,729 $5.29M 0.01% 0 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 466,259 $4.99M 0.53% +163,192 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 341,047 $3.65M 0.03% -28,654 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 335,249 $3.59M <0.01% -53,779 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 260,251 $2.79M 2.03% +8,861 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 241,397 $2.59M 0.11% -32,754 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 237,076 $2.54M 0.06% +50,900 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 233,897 $2.51M 0.85% +18,204 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 225,446 $2.41M 0.11% +19,800 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 194,025 $2.06M 0.4% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 179,861 $1.93M <0.01% +20,960 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 171,503 $1.85M 0.05% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 168,793 $1.81M 0.44% -1,374 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 153,936 $1.66M 0.02% -13,501 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 136,930 $1.47M <0.01% +40,710 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 115,798 $1.24M 0.58% -154,942 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 113,574 $1.22M <0.01% +890 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 107,053 $1.15M <0.01% -5,401 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 95,452 $1.02M 0.69% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 86,371 $925K <0.01% -3,073 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 82,586 $889K 0.22% -5,618 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 82,733 $886K 0.28% +4,028 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 78,600 $842K 0.44% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 75,612 $810K 0.09% +2,401 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 75,429 $808K 0.36% +9,861 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 66,217 $709K 0.24% -44,843 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,821 $662K <0.01% +6,683 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 57,115 $612K 0.02% +9,215 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 57,048 $611K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 55,532 $595K <0.01% +28,692 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 53,930 $580K 0.01% +5,154 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 53,720 $575K <0.01% +33,602 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 53,241 $570K 0.12% +515 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. 51,638 $553K 0.05% -21,866 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 49,420 $529K 0.13% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 40,761 $437K <0.01% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,905 $427K <0.01% -2,857 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 38,794 $415K 0.04% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 38,079 $408K <0.01% +10,416 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,084 $380K 0.01% +5,586 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 33,767 $362K 0.07% -2,450 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 31,764 $340K <0.01% +15,768 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 29,068 $311K 0.08% +386 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 27,445 $294K <0.01% +1,700 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 27,258 $292K 0.18% -636 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,467 $273K <0.01% -2,436 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 25,237 $272K 0.01% +1,867 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,532 $263K 0.07% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24,311 $260K 0.03% 0 13F-HR/A Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 23,700 $254K 0.03% +10,400 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,657 $253K 0.08% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,137 $248K 0.04% +8 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 22,621 $242K 0.08% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 22,541 $241K 0.01% 0 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 $239K <0.01% 0 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 $229K <0.01% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 18,738 $201K <0.01% -545 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 18,000 $193K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,514 $188K <0.01% +5,377 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,886 $181K 0.03% +5,156 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16,050 $172K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,351 $164K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,179 $163K <0.01% -2,555 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,914 $160K <0.01% +94 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,573 $146K <0.01% +2 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 13,239 $142K 0.01% -10,118 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,700 $136K 0.12% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,284 $132K 0.03% +584 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,127 $130K 0.03% 0 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,268 $121K 0.01% 0 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 $118K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 241,863 $117K 0.08% +230,903 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,693 $115K 0.01% +1,519 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,275 $110K <0.01% -12,084 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,000 $108K 0.02% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,514 $69.8K <0.01% -42,158 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,483 $57.1K <0.01% -401 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,195 $55.6K 0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,004 $53.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,188 $44.9K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,144 $33.7K <0.01% +2,841 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 2,884 $30.9K 0.02% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,162 $23.2K <0.01% +12 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 1,939 $20.8K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,501 $16.1K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,263 $13.5K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,257 $13.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,204 $12.9K <0.01% +17 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 395 $4.23K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 140 $1.51K <0.01% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 108 $1.16K <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.