MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,391,494 $76.9M <0.01% +1,357,253 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 5,379,853 $56M 1.75% -9,656 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,713,524 $28.2M 0.22% +234,402 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/ 2,268,949 $23.6M <0.01% +393,995 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 2,258,360 $23.5M 1.19% -50,527 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,991,413 $20.7M 0.34% +640,171 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 1,122,458 $12.1M 5.42% +868,424 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,100,165 $11.4M 0.02% +507,112 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 921,553 $9.58M <0.01% +261,745 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 676,357 $7.03M <0.01% +325,783 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 673,975 $7.01M 0.24% +273,375 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 467,786 $4.86M 0.03% +34,327 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 405,607 $4.25M 2.86% +132,871 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 401,081 $4.19M 0.08% +48,078 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 371,024 $3.86M 0.28% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 365,655 $3.8M <0.01% +111,153 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 364,958 $3.8M <0.01% +22,601 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 307,635 $3.2M 0.12% +81,115 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 261,830 $2.72M 0.06% +26,930 13F-HR/A Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 251,657 $2.62M 0.44% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 241,123 $2.51M 0.01% -198,964 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 194,025 $2.02M 0.31% 0 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 183,505 $1.9M 1.11% +158,298 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 181,076 $1.88M <0.01% +44,769 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 180,332 $1.88M 1.08% +77,829 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 167,599 $1.74M 0.08% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 149,557 $1.56M 0.31% +27,058 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 146,840 $1.53M 0.06% -834,486 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 145,275 $1.51M 0.37% +8,231 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 129,918 $1.35M 0.03% +3,178 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 120,939 $1.26M 0.18% +58,500 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 120,432 $1.25M 0.04% +45,575 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 115,452 $1.2M <0.01% +54,078 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 109,315 $1.14M 0.02% +99,062 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 91,705 $959K 0.53% +49,752 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 86,804 $903K <0.01% +49,243 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 78,600 $817K 0.35% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,751 $788K <0.01% -24,657 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 75,421 $784K 0.19% -6,313 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 73,146 $761K 0.06% -7,000 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 70,489 $733K <0.01% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 68,481 $712K 0.23% +392 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 68,301 $710K 0.1% +45,276 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 $705K <0.01% -997 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 64,170 $667K 0.28% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,452 $650K <0.01% +2,742 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 60,865 $633K 0.02% new 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 59,490 $619K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58,633 $610K <0.01% +23,088 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 58,576 $609K <0.01% +11,614 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 56,345 $586K <0.01% -49,911 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 55,000 $572K 0.08% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 53,518 $557K 0.03% +21,722 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 53,465 $556K 0.01% +8,600 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 50,553 $526K 0.49% +33,553 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 46,546 $487K <0.01% -46,546 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,367 $461K <0.01% -1,152 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,480 $452K <0.01% +14,476 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 40,614 $425K 0.09% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 40,300 $419K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,863 $417K <0.01% +13,279 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 39,152 $407K <0.01% new 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,412 $347K <0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 31,194 $324K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 30,200 $314K <0.01% -3,777 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 29,566 $307K 0.07% +2,274 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 28,327 $295K 0.01% +10,381 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,100 $292K <0.01% +6,450 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,759 $289K <0.01% +9,659 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 27,597 $287K <0.01% +11,103 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,612 $271K <0.01% -1,995 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 25,610 $266K 0.22% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,521 $255K 0.05% -11 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 24,250 $252K <0.01% -9,518 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 23,992 $250K 0.02% +500 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,657 $246K 0.06% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 22,621 $235K 1.04% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,200 $231K <0.01% +3,117 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 22,002 $229K 0.03% +4,044 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,802 $196K <0.01% +31 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,638 $194K <0.01% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 18,415 $192K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,344 $191K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,034 $188K 0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,882 $186K 0.01% +500 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 17,326 $180K <0.01% -29,027 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,112 $178K <0.01% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 16,989 $177K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16,550 $172K 0.02% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 16,529 $172K 0.2% +6,128 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,982 $166K <0.01% +4,136 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 15,960 $166K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,921 $166K +911 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,624 $163K <0.01% +1,947 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 15,707 $163K 0.08% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,959 $156K <0.01% -29,058 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,175 $147K <0.01% -1 13F-HR/A Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,652 $142K 0.05% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 13,632 $142K 0.14% +1,123 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,533 $141K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,343 $139K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,992 $135K <0.01% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 12,838 $134K 0.03% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 12,614 $131K 0.02% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,127 $126K 0.01% 0 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 11,900 $124K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,418 $119K <0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,268 $118K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,803 $112K 0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 10,748 $112K 0.04% +585 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 10,687 $111K 0.09% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,613 $110K <0.01% -3 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,550 $110K <0.01% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 10,276 $107K 0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,275 $107K <0.01% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,253 $107K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,094 $105K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,308 $65.6K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,623 $37.7K <0.01% +1,799 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,975 $30.9K 0.02% +2,275 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,513 $26.1K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,409 $25.1K 0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 227 $21.8K 0.36% -4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,939 $20.2K <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,718 $17.9K <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 $15.6K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,414 $14.7K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,400 $14.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,279 $13.3K <0.01% +19 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,257 $13.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,127 $11.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,100 $11.3K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,025 $10.7K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 923 $10K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 974 $10K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 708 $7.36K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 410 $4.26K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 395 $4.11K <0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 148 $1.55K <0.01% +2 13F-HR Timeline