Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,411,760 $14.6M 0.06% +175,923 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 1,233,578 $12.7M 0.43% +52,597 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,179,333 $12.2M <0.01% +129,560 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,083,929 $11.2M 0.84% -49,821 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. 1,012,131 $10.4M 0.35% -734,046 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 810,858 $8.37M 0.48% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 692,936 $7.15M 0.05% +238,107 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 563,388 $5.81M 0.1% +101,693 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 482,242 $4.98M <0.01% +41,991 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 331,218 $3.26M 1.99% +173,863 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 236,306 $2.44M 0.09% +5,306 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 224,990 $2.32M 1.36% +1,112 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 214,860 $2.22M <0.01% +9,676 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 207,982 $2.15M <0.01% +55,000 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 174,157 $1.8M 0.01% -1,684 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 140,491 $1.45M <0.01% +42,555 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 135,900 $1.4M 0.63% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 125,105 $1.29M <0.01% +2,610 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 110,943 $1.15M 0.01% +17 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/ 110,326 $1.14M <0.01% +25,372 13F-HR/A Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 102,158 $1.05M 0.66% +50,064 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 101,075 $1.04M <0.01% -2,089 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 92,038 $950K <0.01% -15,835 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 89,798 $927K 0.19% +17,933 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 87,533 $903K 0.65% -21,178 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 75,229 $776K <0.01% +10,726 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 68,000 $702K 0.27% +2,000 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 66,506 $686K 0.01% +22,619 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 62,471 $645K <0.01% -1,265 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 50,637 $523K 0.08% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 50,009 $516K 0.02% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 48,600 $502K 0.01% -239,977 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 41,901 $432K 0.09% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 41,396 $427K 0.01% -133 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 40,469 $420K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,151 $394K <0.01% -589 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 37,875 $391K 0.21% 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 36,438 $376K 0.17% -41,574 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 35,633 $366K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,198 $291K <0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 28,016 $289K <0.01% -3,382 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,467 $273K <0.01% +105 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,020 $258K <0.01% -2,065 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 24,562 $253K 0.18% -174 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 21,200 $219K 0.01% -32,500 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 20,845 $215K <0.01% 0 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 19,865 $205K 0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,667 $203K <0.01% +4,036 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 19,232 $198K <0.01% -4,870 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,707 $183K <0.01% +4,986 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 17,289 $178K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,708 $172K 0.01% +436 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,177 $157K <0.01% +293 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,518 $155K <0.01% +416 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,816 $153K 0.03% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,104 $135K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,919 $123K <0.01% +1,428 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,863 $122K <0.01% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,739 $121K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,370 $107K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,803 $49.6K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,046 $41.8K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,736 $38.6K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,356 $34.6K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,984 $30.8K <0.01% -235 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,398 $24.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,193 $12.3K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 884 $9.12K <0.01% +14 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 800 $8.26K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 355 $3.66K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 33 $341 <0.01% 0 13F-HR Timeline