RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 4,344,737 $53.8M 2.85% -1,193,952 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,535,103 $31.4M <0.01% -121,138 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 2,423,683 $30M 0.96% -39,169 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,089,222 $25.9M 0.01% +564,840 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,843,384 $22.8M 0.01% +8,550 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,493,147 $18.5M 0.82% +127,952 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,370,374 $17M 0.16% +87,656 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/ 1,336,634 $16.5M <0.01% +20,476 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,089,653 $13.5M 0.01% +131,060 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,043,368 $12.9M 0.02% -251,263 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 855,155 $10.6M <0.01% +166,505 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 749,589 $9.28M 3.77% -30,521 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 660,750 $8.18M 0.02% +208,478 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 523,589 $6.48M 0.12% -1,569 13F-HR/A Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 470,900 $5.83M 0.01% 0 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 482,157 $5.79M 0.68% +55,975 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 461,268 $5.71M 0.13% -412,397 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 450,000 $5.57M 2.11% +15,000 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 431,428 $5.34M 0.01% -190,691 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 429,575 $5.32M 0.01% +28,648 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 422,575 $5.23M <0.01% +8,780 13F-HR/A Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 391,038 $4.84M 0.64% +41,673 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 372,484 $4.61M <0.01% +17,299 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 371,066 $4.59M 0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 354,963 $4.39M 0.01% -158,156 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 350,716 $4.34M 0.24% +1,656 13F-HR/A Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 259,627 $3.21M 1.49% -49,271 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 255,261 $3.16M 0.1% +228,754 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 254,418 $3.15M 2.56% +4,032 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 253,875 $3.14M 0.01% -6,315 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 232,728 $2.88M 1.84% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 213,941 $2.65M 1.17% +39,500 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 209,846 $2.6M 0.61% new 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 204,086 $2.53M 1.6% -67,417 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 193,580 $2.4M 0.01% +2,125 13F-HR/A Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 182,875 $2.26M 1.53% +302 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 171,384 $2.12M <0.01% +2,117 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 178,832 $2.11M 2.15% -21,168 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 169,181 $2.09M 1.46% +3,564 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 166,582 $2.06M -115,383 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 163,498 $2.02M 0.01% -41,286 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 161,357 $2M <0.01% +2,433 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 153,040 $1.89M <0.01% -8,774 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 152,208 $1.88M 0.01% -13,655 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 148,751 $1.84M 0.08% +25 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 146,113 $1.81M 0.01% +34,763 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 126,246 $1.56M 0.1% -14,441 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 123,412 $1.53M 0.09% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 120,010 $1.49M 0.32% +398 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 116,232 $1.44M 0.03% -5,811 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 115,252 $1.43M 0.58% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 111,569 $1.38M 0.01% -317 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 109,179 $1.35M -6,940 Timeline Atala Financial Inc More: the full row for Atala Financial Inc 108,502 $1.34M 0.98% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 106,940 $1.32M <0.01% +1,324 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 105,508 $1.31M 0.02% -1,683 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 102,622 $1.28M 0.01% +4,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 99,166 $1.23M <0.01% +14,285 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 98,883 $1.22M 0.02% +3,227 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 97,556 $1.21M <0.01% +20,574 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 96,431 $1.19M 0.11% +9,508 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 93,976 $1.16M <0.01% -14,110 13F-HR Timeline Group Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 93,713 $1.16M 1.09% -1,558 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 92,960 $1.15M 0.01% +107 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 92,904 $1.15M 0.6% +18,716 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 80,224 $993K 0.9% +31 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,312 $945K <0.01% +4,426 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 74,573 $923K 0.02% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 73,556 $911K 0.03% +394 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 73,337 $908K <0.01% +3,986 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 73,310 $908K 0.06% +898 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 71,286 $883K -107,834 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 70,899 $878K 0.03% +565 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 68,230 $845K 0.32% +8,604 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 66,745 $826K <0.01% +6,689 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 66,740 $826K 0.47% -6,931 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 61,390 $760K 0.03% -19,328 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 57,500 $712K 0.29% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 51,469 $637K 0.15% +3,262 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 50,613 $627K 0.02% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 48,291 $598K 0.02% +324 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 48,005 $594K <0.01% new 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 46,498 $576K <0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 46,063 $570K 0.02% +1,375 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 45,674 $566K 0.27% -3,899 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 44,686 $553K <0.01% +28,273 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 43,535 $539K 0.06% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 43,279 $536K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 43,202 $535K 0.02% +3,113 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 41,494 $514K <0.01% +9,009 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 41,471 $513K 0.01% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 41,400 $513K 0.16% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 40,802 $505K 0.01% -321 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 40,672 $504K 0.02% +1,600 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 40,533 $502K 0.05% -8,000 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 39,500 $489K 0.02% -104,640 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 38,589 $478K 0.3% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 37,096 $459K 0.01% +522 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,001 $433K <0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,918 $432K 0.02% +5,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,310 $425K <0.01% -22,004 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 34,193 $423K 0.08% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,119 $422K 0.01% +4,619 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,001 $409K <0.01% +1,485 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 31,765 $393K 0.03% -2,163 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 31,250 $387K 0.17% +8,450 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,423 $377K 0.01% +94 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 29,000 $361K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 28,963 $361K 0.03% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 28,527 $353K 0.19% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,220 $349K <0.01% +481 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,990 $347K <0.01% -17,317 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 27,660 $342K 0.17% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 27,225 $337K 0.2% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 26,805 $332K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,680 $330K 0.02% -10,525 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,307 $326K 0.03% +2,804 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 26,276 $325K <0.01% -280 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 26,086 $323K <0.01% -471 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,735 $319K <0.01% +10,070 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 25,512 $316K 0.13% +13 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 25,388 $314K 0.28% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,384 $302K <0.01% -411 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 24,295 $301K 0.07% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 24,266 $300K 0.04% +4,361 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,026 $297K <0.01% +1,006 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,575 $292K <0.01% -165 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 23,320 $289K 0.04% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 22,181 $275K 0.04% -15,219 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,513 $266K <0.01% +75 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 21,077 $261K <0.01% -6,007 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 20,081 $261K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,022 $260K 0.02% +21,000 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,902 $259K <0.01% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,081 $249K 0.01% 0 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,000 $248K <0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,870 $246K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,781 $245K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,500 $241K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,321 $241K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,144 $237K 0.01% +2,459 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 18,387 $228K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,503 $227K <0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 18,290 $226K 0.15% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 17,927 $222K 0.22% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 18,287 $212K 0.15% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 16,841 $208K 0.07% +3,000 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 16,831 $208K 0.07% +131 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,756 $207K 0.06% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,542 $205K <0.01% -566 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 16,133 $200K <0.01% -1,177 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 15,389 $191K <0.01% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 15,033 $186K 0.04% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 14,967 $185K 0.01% +1,025 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 14,910 $185K 0.05% -8,690 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,462 $179K <0.01% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,264 $177K 0.02% +3,918 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,065 $174K 0.07% -289 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 13,507 $167K 0.09% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,500 $167K 0.02% +1,344 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 13,486 $167K 0.06% -4,958 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,045 $162K 0.01% +10 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 12,880 $159K 0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,834 $159K 0.02% +15 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12,763 $158K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,678 $157K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,660 $157K <0.01% -14,340 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,645 $157K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12,588 $156K 0.02% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 12,466 $155K 0.08% -7,064 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,494 $155K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,277 $152K <0.01% -648 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,843 $147K <0.01% -384 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,800 $146K 0.11% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 11,794 $146K 0.07% +23 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11,503 $142K 0.14% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 11,473 $142K 0.11% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,196 $139K <0.01% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,200 $139K 0.05% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,150 $138K 0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,023 $136K 0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,000 $136K <0.01% -4,000 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,880 $135K <0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 11,283 $133K 0.03% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,500 $130K 0.02% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,450 $129K <0.01% -38,000 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,446 $129K 0.04% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,709 $129K 0.03% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,211 $126K 0.1% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 10,208 $126K 0.02% +712 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 10,115 $125K <0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,968 $124K 0.01% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,019 $124K 0.01% -991 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,010 $124K <0.01% -234 13F-HR/A Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,000 $124K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,000 $124K 0.02% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,350 $121K 0.06% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 9,257 $115K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,395 $91.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,088 $87.7K <0.01% +4,801 13F-HR Timeline