Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,740,151 $17.6M 0.07% +328,391 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 1,233,578 $12.5M 0.44% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,156,815 $11.7M <0.01% -22,518 13F-HR/A Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,006,539 $10.2M 0.69% -77,390 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 932,084 $9.43M 0.45% +121,226 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 761,618 $7.71M 0.06% +68,682 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 737,420 $7.46M 0.13% +174,032 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 446,471 $4.52M <0.01% -35,771 13F-HR Timeline Group Rareview Capital LLC More: the full row for Rareview Capital LLC 417,737 $4.11M 2.66% +86,519 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 287,691 $2.91M 0.01% +113,534 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 246,891 $2.5M <0.01% +32,031 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 243,933 $2.47M 1.04% +156,400 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 230,149 $2.33M 2.64% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 220,081 $2.23M 0.08% -16,225 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 207,982 $2.1M <0.01% 0 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 203,897 $2.07M 1.19% -21,093 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 158,151 $1.6M <0.01% +17,660 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 142,798 $1.45M 1.28% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 135,900 $1.38M 0.61% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 124,348 $1.26M <0.01% -757 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 110,445 $1.12M 0.01% -498 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 110,116 $1.11M 0.04% -902,015 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 105,222 $1.06M 0.68% +3,064 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 92,972 $941K 0.19% +3,174 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 88,139 $892K <0.01% -12,936 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/ 85,469 $865K <0.01% -24,857 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 81,265 $822K <0.01% -10,773 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 76,482 $774K 0.16% +34,581 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 74,126 $750K <0.01% -1,103 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 73,748 $746K <0.01% new 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 68,199 $690K 0.02% new 13F-HR/A Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 68,000 $688K 0.26% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 66,557 $674K <0.01% +4,086 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 66,248 $670K 0.01% -258 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 55,278 $559K 0.28% +17,403 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 50,633 $523K 0.03% +15,000 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 50,459 $511K 0.07% -178 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 50,009 $506K 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 $492K 0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 46,640 $472K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 46,253 $471K 0.03% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 44,164 $447K <0.01% new 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 41,396 $419K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,633 $411K <0.01% +15,613 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 36,997 $376K 0.01% -3,472 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 32,348 $327K 0.11% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 32,107 $325K <0.01% +11,262 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,902 $292K <0.01% -9,249 13F-HR/A Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,198 $285K <0.01% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 27,931 $283K 0.17% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 27,884 $282K <0.01% -132 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 24,752 $250K 0.17% +190 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 22,709 $230K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,526 $228K <0.01% -3,941 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,417 $227K <0.01% +2,750 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 22,203 $225K 0.06% -14,235 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,972 $222K <0.01% +6,795 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,217 $215K 0.01% +4,509 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 21,200 $215K 0.01% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 19,865 $201K 0.01% 0 13F-HR Timeline Group 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 $195K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 18,379 $186K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,312 $185K <0.01% +605 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 16,436 $166K 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,272 $155K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 15,094 $153K <0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,816 $150K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,287 $145K <0.01% -1,231 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,104 $133K 0.04% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,659 $128K <0.01% +740 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,863 $120K <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 $119K <0.01% 0 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. 10,713 $108K 0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,370 $105K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,000 $101K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,295 $73.8K <0.01% +4,897 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,248 $43K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,046 $40.9K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,736 $37.8K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,984 $30.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,261 $12.8K 0.01% +68 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 898 $9.09K <0.01% +14 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 800 $8.1K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 33 $334 <0.01% 0 13F-HR Timeline