MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,898,990 $61.1M <0.01% +210,840 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 4,659,226 $48.2M 1.55% -370,157 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 1,936,856 $20M 1.11% +516,609 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. 1,836,624 $19M 0.52% -504,049 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,832,307 $19M 0.15% +197,341 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/ 1,625,091 $16.8M <0.01% +100,434 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,481,893 $15.3M 0.33% -412,332 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 981,667 $10.2M 0.33% 0 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 758,664 $7.85M 3.29% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 752,848 $7.79M 0.14% +103,646 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 581,215 $6.02M <0.01% -114,494 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 493,729 $5.11M 0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 379,107 $3.92M <0.01% +43,858 13F-HR Timeline Group CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 371,024 $3.84M 0.36% -95,235 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 360,327 $3.73M 0.02% +19,280 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 271,867 $2.81M 0.11% +30,470 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 257,309 $2.66M 1.84% -2,942 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 237,692 $2.46M <0.01% +57,831 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 234,076 $2.42M 0.05% -3,000 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 225,446 $2.33M 0.1% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 194,025 $1.96M 0.34% 0 13F-HR/A Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 180,928 $1.87M 0.44% +12,135 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 175,003 $1.82M 0.04% +3,500 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 118,786 $1.23M <0.01% +5,212 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. 110,392 $1.14M <0.01% +3,339 13F-HR/A Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 105,202 $1.09M 0.69% +9,750 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 94,734 $980K 0.35% -139,163 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 84,482 $874K 0.25% +1,749 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 80,576 $834K 0.19% +31,156 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 78,600 $814K 0.38% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,865 $785K <0.01% -10,506 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 74,696 $773K 0.07% -916 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 74,083 $767K 0.3% -1,346 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 71,251 $737K 0.35% -44,547 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 69,354 $717K <0.01% 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. 67,794 $702K <0.01% -69,136 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 63,834 $661K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 61,439 $636K 0.02% +4,324 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,474 $626K <0.01% -1,347 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 57,048 $590K 0.02% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 54,706 $566K 0.03% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,899 $516K <0.01% +18,135 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 45,875 $475K <0.01% -9,657 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,407 $449K <0.01% +2,646 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 43,094 $446K 0.04% +4,300 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 41,641 $433K 0.09% -40,945 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 38,838 $402K <0.01% +759 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,805 $371K <0.01% -4,100 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,084 $363K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 28,862 $299K 0.04% -4,905 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 28,740 $297K 0.07% -328 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,467 $284K <0.01% +2,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 27,445 $284K <0.01% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 25,237 $263K 0.01% 0 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 25,152 $260K 0.16% -2,106 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,532 $254K 0.06% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 23,700 $245K 0.02% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,657 $245K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,318 $241K <0.01% new 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,150 $240K 0.04% +13 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 22,621 $234K 0.07% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 22,541 $233K 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 $231K <0.01% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 22,112 $230K 0.01% -131,824 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,850 $195K <0.01% -2,527 13F-HR/A Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 17,955 $186K 0.05% -48,262 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,531 $181K 0.02% +645 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,911 $175K <0.01% -603 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16,811 $174K 0.02% -7,500 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16,550 $171K 0.03% +500 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,494 $171K <0.01% -37,226 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,238 $168K <0.01% -2,500 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 16,147 $167K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,351 $159K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,256 $158K <0.01% +342 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,166 $147K <0.01% -1,013 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,652 $141K 0.06% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,575 $141K <0.01% +2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13,222 $137K 0.01% +2,529 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,764 $132K <0.01% -41,166 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,700 $131K 0.11% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,127 $126K 0.02% 0 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,482 $108K <0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,275 $106K <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 $104K <0.01% new 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,195 $53.8K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,243 $43.9K +2,742 Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,188 $43.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,884 $29.9K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,513 $26K 0.02% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,939 $20.1K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,824 $18.9K <0.01% -1,320 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,263 $13.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,257 $13K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,223 $12.7K <0.01% +19 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 395 $4.09K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 142 $1.47K <0.01% +2 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.