MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,875,594 $79.2M 0.01% +563,018 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 6,438,797 $74.2M 3.94% -1,869,597 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,034,316 $46.5M 4.74% -203,505 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,613,956 $41.6M 0.01% +299,185 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 3,188,063 $36.7M 1.19% -2,690,935 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/ 2,446,856 $28.2M <0.01% +269,719 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 2,229,868 $25.7M 0.83% -8,421 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,907,631 $22M 0.01% +52,970 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,895,181 $21.8M 0.01% -46,503 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,877,551 $21.6M 0.51% -780,949 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,656,000 $19.1M 0.01% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,255,237 $14.5M 0.14% +102,291 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,190,832 $13.7M 0.02% -125,800 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,153,956 $13.3M 0.02% -357,225 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,125,271 $13M 1.71% +43,434 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 961,343 $11.1M <0.01% +231,254 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 953,730 $11M 0.49% -585,242 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 945,457 $10.9M 4.43% -83,238 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 692,082 $7.97M 2.76% -52,168 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 684,939 $7.89M <0.01% +46,832 13F-HR/A Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 685,634 $7.8M 0.91% +327,888 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 623,804 $7.23M 3.82% +14,563 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 625,280 $7.2M 0.01% +69,196 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 550,996 $6.35M 0.12% +1,200 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 508,517 $5.86M <0.01% +76,182 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 507,748 $5.85M 0.01% +48,388 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 478,923 $5.52M 0.01% +24,994 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 472,500 $5.44M 2.06% -1,750 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 462,225 $5.32M 0.01% -179,854 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 440,497 $5.07M 0.02% -26,849 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 413,123 $4.76M 0.01% +15,000 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 374,906 $4.32M 0.08% +5,924 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 364,214 $4.2M 2.66% -9,418 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 360,619 $4.15M <0.01% +62,740 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 353,650 $4.07M 0.82% +21,200 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 342,342 $3.94M 0.05% +35,485 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 35,538 $3.87M 0.54% +35,230 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 309,678 $3.57M 0.01% +114,098 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 308,249 $3.55M 0.64% -6,006 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 300,646 $3.46M 0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 277,359 $3.2M 0.07% -60,640 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 249,566 $2.88M 0.01% +27,172 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 248,066 $2.86M 0.62% -158,428 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 243,519 $2.81M 0.09% -6,791 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 241,993 $2.79M 0.01% +6,282 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 240,529 $2.77M 0.01% +46,609 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 234,489 $2.7M 1.19% +40,050 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 213,776 $2.46M 0.13% -86 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 190,348 $2.19M 0.15% -3,467 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 189,589 $2.18M +40,237 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 185,784 $2.14M 0.01% -12,103 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 182,138 $2.1M <0.01% +3,475 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 180,818 $2.08M 0.02% -1,028 13F-HR/A Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 170,299 $1.96M 0.71% -54,702 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 159,451 $1.84M -17,470 Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 156,037 $1.8M 0.54% +1,098 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 155,684 $1.74M 0.05% -5,067 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 146,148 $1.68M 0.01% +46,395 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 143,237 $1.65M 0.01% -23,649 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 141,251 $1.63M 0.22% +7,820 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 140,050 $1.61M 0.15% +2,796 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 138,117 $1.59M 0.02% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 127,072 $1.46M 0.5% +11,955 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 125,784 $1.45M 0.03% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 123,782 $1.43M 0.75% +12,578 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 118,305 $1.36M 0.09% +55 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 115,672 $1.33M 0.54% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 110,000 $1.27M 0.51% -14,420 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,603 $1.21M <0.01% +5,015 13F-HR Timeline Group KIM, LLC More: the full row for KIM, LLC 100,000 $1.15M 0.18% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 95,913 $1.1M 0.02% -6,439 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 94,123 $1.08M 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 93,586 $1.08M 0.1% +832 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 93,505 $1.08M 0.44% +39 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 87,229 $1.06M <0.01% -1,325,750 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 91,090 $1.06M 0.02% +1,626 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 88,431 $1.02M 0.04% -29,624 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 85,784 $988K <0.01% +74,041 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 81,600 $940K 0.03% +2,352 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 78,735 $907K 0.01% +1,493 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 72,946 $840K 0.67% +14,993 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 68,824 $793K 0.02% -4,025 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 68,760 $792K 0.3% +10,641 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 68,487 $789K 0.8% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 65,528 $755K <0.01% -11,473 13F-HR Timeline Group ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 65,500 $755K 0.11% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 64,426 $742K <0.01% +2,290 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 63,846 $740K 0.08% -3,000 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 60,563 $698K 0.01% +54,936 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 60,496 $697K 0.1% -9,895 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 60,428 $696K 0.02% +4,184 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 60,230 $694K 0.01% -4,436 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 59,526 $686K 0.03% -9,409 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 59,526 $686K 0.13% -9,409 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 59,195 $682K 0.12% -19,699 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,934 $679K <0.01% +11,636 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 57,933 $667K <0.01% -17,814 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 56,959 $656K <0.01% -593 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 55,811 $643K 0.02% +10,133 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 55,373 $638K 0.02% +2,691 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 54,977 $633K 0.01% +1,718 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 53,633 $618K 0.19% +1,500 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 53,632 $618K 0.22% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 52,297 $602K 0.08% 0 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 51,288 $591K 0.06% -295,519 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 50,961 $587K 0.1% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 50,324 $580K 0.49% +7,373 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 49,552 $571K <0.01% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 46,850 $540K 0.32% -2,000 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,560 $536K <0.01% +20,369 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 45,000 $518K 0.02% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 44,330 $511K 0.03% +66 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 41,498 $478K <0.01% -612 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 40,282 $464K <0.01% +876 13F-HR/A Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 39,551 $459K 0.12% -1,398 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 38,157 $440K 0.3% +301 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 36,265 $421K 0.01% +4,408 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 35,829 $413K 0.02% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 35,122 $405K 0.01% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 35,000 $403K 0.29% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 34,759 $400K 0.01% -9,264 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 33,850 $390K 0.08% +5,945 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,135 $370K <0.01% -2,207 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,874 $367K <0.01% 0 13F-HR Timeline Group Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 31,605 $364K 0.34% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 32,735 $363K 0.26% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 30,677 $353K 0.25% -2,093 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,091 $347K <0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 30,000 $346K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,594 $341K 0.01% +1,079 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 29,525 $340K <0.01% +16,049 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 29,217 $337K 0.09% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,634 $330K 0.02% +5,082 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,486 $328K 0.01% -107 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,280 $326K <0.01% +404 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 28,174 $325K <0.01% -1,214 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 28,082 $324K 0.06% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,894 $310K <0.01% +7,912 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,824 $309K <0.01% +9,409 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 26,547 $306K 0.02% +7,665 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,583 $303K 0.01% +498 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,470 $293K <0.01% -942 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 25,026 $288K 0.12% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 24,127 $278K 0.13% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,803 $274K <0.01% new 13F-HR/A Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 23,669 $273K 0.04% -16,331 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,547 $260K 0.01% +5,000 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,001 $253K <0.01% -28,673 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 21,942 $253K 0.05% +75 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,500 $248K <0.01% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 21,400 $247K 0.25% +4,300 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 21,211 $244K 0.19% -2,949 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 20,745 $241K 0.13% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 20,836 $240K 0.08% +213 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 20,698 $238K -179,184 Timeline Advisor Resource Council More: the full row for Advisor Resource Council 20,276 $234K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,000 $230K <0.01% +10,000 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,863 $229K <0.01% +8,528 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 19,519 $225K 0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 18,985 $219K 0.05% +48 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,555 $214K 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,114 $209K 0.01% -90 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 18,000 $207K 0.04% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,739 $203K 0.03% +438 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,550 $202K 0.01% +2,550 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,921 $195K <0.01% 0 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 16,908 $195K 0.1% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,718 $194K <0.01% -1,317 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 16,787 $193K 0.15% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,613 $191K 0.01% +547 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 16,604 $191K 0.03% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 16,586 $191K 0.07% +209 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 16,546 $191K 0.12% +4,883 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,542 $191K <0.01% +882 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 15,967 $185K 0.14% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,636 $180K 0.01% +5,106 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 15,504 $179K 0.1% 0 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 15,500 $179K 0.03% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,000 $174K <0.01% new 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 15,000 $173K 0.11% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,466 $173K 0.09% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,608 $168K <0.01% +2,559 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 14,551 $168K 0.03% -26 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,542 $168K 0.01% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 15,000 $166K 0.07% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,382 $166K 0.01% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 14,363 $165K 0.13% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,073 $162K <0.01% -573 13F-HR Timeline Group LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 13,999 $161K 0.09% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,804 $159K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,706 $158K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,505 $157K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 13,387 $154K 0.07% +20 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 13,178 $152K 0.01% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 13,125 $151K 0.1% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 13,045 $150K 0.05% +165 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,025 $150K 0.01% 0 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 12,930 $149K 0.02% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,799 $147K 0.01% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,709 $146K 0.01% 0 13F-HR Timeline