MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,034,241 $64M <0.01% +6,649 13F-HR/A Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 5,389,509 $57.1M 1.75% +631,355 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,479,122 $26.3M 0.19% +208,561 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,308,887 $24.5M 1.16% +821,347 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,874,954 $19.9M <0.01% +100,904 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,351,242 $14.3M 0.24% +461,268 13F-HR/A Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 981,326 $10.4M 0.36% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 659,808 $6.99M <0.01% +74,727 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 593,053 $6.29M 0.01% +88,226 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 440,087 $4.66M 0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 433,459 $4.59M 0.03% +40,992 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 400,600 $4.25M 0.15% +72,385 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 371,024 $3.93M 0.29% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 353,003 $3.74M 0.07% +77,000 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 350,574 $3.72M <0.01% +47,044 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 342,357 $3.63M <0.01% 0 13F-HR/A Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 272,736 $2.89M 1.84% +1,617 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 254,502 $2.7M <0.01% -41,275 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 254,034 $2.69M 1.13% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 234,900 $2.49M 0.04% +2,900 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 226,520 $2.4M 0.08% +2,302 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 194,025 $2.14M 0.33% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 137,044 $1.45M 0.36% -5,856 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 136,307 $1.45M <0.01% -4,022 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 129,327 $1.37M 0.34% +84,505 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 126,740 $1.34M 0.03% -1,594,922 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 122,499 $1.3M 0.26% +46,122 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 106,256 $1.13M <0.01% +91,999 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 102,503 $1.09M 0.63% -2,699 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 100,408 $1.06M <0.01% +14,609 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 93,092 $1M <0.01% +33,546 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 81,734 $866K 0.22% -2,650 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 80,146 $850K 0.07% +13,250 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 78,600 $833K 0.37% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 74,857 $793K 0.02% +8,991 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 68,791 $729K <0.01% +997 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 68,089 $722K 0.23% -450 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 62,439 $662K 0.09% +10,668 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 61,374 $651K <0.01% +11,221 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,710 $633K <0.01% +12,165 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 55,000 $583K 0.08% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,962 $498K <0.01% +307 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 46,353 $491K <0.01% -8,899 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,519 $483K <0.01% -5,699 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 44,865 $476K 0.01% -12,843 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,017 $467K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 42,015 $445K 0.01% 0 13F-HR/A Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 41,953 $445K 0.28% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 40,614 $431K 0.08% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 38,219 $405K 0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 37,561 $398K <0.01% -1,476 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,545 $377K <0.01% +5,800 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 33,977 $360K 0.01% +13,080 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 33,768 $357K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 31,796 $337K 0.02% 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 31,674 $336K 0.01% new 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. 31,405 $333K 0.02% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 31,194 $331K 0.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 29,004 $307K <0.01% +12,336 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 27,607 $293K <0.01% +2,745 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,292 $289K 0.06% -1,841 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,584 $282K <0.01% -7,000 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 25,207 $261K 0.17% +31 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,532 $260K 0.05% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,657 $251K 0.06% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 23,492 $249K 0.03% 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,025 $244K 0.03% -137 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 22,621 $239K 0.06% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,650 $229K <0.01% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 20,400 $216K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,083 $202K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,771 $199K <0.01% -84,645 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,100 $192K <0.01% 0 13F-HR/A Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 17,958 $190K 0.02% +44 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 17,946 $190K 0.01% +2,983 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,382 $184K 0.01% +2,130 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 17,000 $180K 0.19% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16,550 $175K 0.03% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,494 $175K <0.01% -21,739 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 15,010 $159K <0.01% new 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,176 $150K <0.01% -4,562 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,677 $145K <0.01% +98 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,652 $145K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,350 $142K <0.01% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 13,206 $140K 0.03% new 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 12,509 $133K 0.08% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,212 $129K <0.01% new 13F-HR Timeline 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 EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,846 $126K <0.01% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,268 $119K 0.01% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 10,718 $114K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,616 $113K <0.01% -4,735 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 10,401 $110K 0.12% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,275 $109K <0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,253 $109K <0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 10,163 $108K 0.04% -8,247 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,000 $106K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,498 $68.9K 0.02% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,513 $26.6K 0.02% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 231 $21.8K 0.42% -25,351 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,000 $21.2K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,000 $21.2K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,939 $20.6K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,824 $19.3K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,501 $15.9K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,400 $14.8K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,260 $13.4K <0.01% +18 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,257 $13.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,100 $11.6K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 700 $7.42K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 395 $4.19K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 146 $1.55K <0.01% +2 13F-HR Timeline