Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 840,046 $11.4M 0.03% +293,967 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 817,449 $11.1M 0.02% +5,997 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 700,248 $9.54M <0.01% +2,704 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 643,727 $8.77M 3.88% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 534,335 $7.28M <0.01% -69,214 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 467,361 $6.37M 0.91% +130,408 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 432,947 $5.9M 0.04% +318,435 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 375,956 $5.12M <0.01% -14,602 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 351,752 $4.79M <0.01% -3,290 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 254,285 $3.47M 0.1% -8,900 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 243,641 $3.32M 1.02% +14,007 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 220,563 $3.01M <0.01% -13,043 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 187,033 $2.55M <0.01% +12,736 13F-HR Timeline Group Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 179,932 $2.45M 2.49% -4,001 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 178,522 $2.43M 0.03% -8,435 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 177,106 $2.41M 0.14% -173,952 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 157,851 $2.15M 0.06% -67,206 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 135,328 $1.84M 1.8% -6,295 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 112,523 $1.53M <0.01% +11,494 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 97,281 $1.33M 0.03% +18,635 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 74,697 $1.02M 0.46% +16,579 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 66,008 $900K 0.04% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 66,008 $900K 0.11% +36,008 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 64,275 $876K 0.01% +19,800 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,733 $760K <0.01% +1,461 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 44,404 $605K <0.01% +10,597 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,800 $597K <0.01% +74 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $463K 0.14% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $409K 0.01% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 29,558 $403K 0.09% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,566 $389K 0.11% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,345 $359K <0.01% -552 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 23,009 $314K <0.01% +2,503 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 22,384 $305K 0.19% +315 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 21,831 $298K 0.1% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,632 $240K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,210 $235K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,898 $203K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,461 $197K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,925 $190K <0.01% +532 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 12,471 $170K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,198 $166K <0.01% -3,211 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,000 $164K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,106 $151K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,300 $140K 0.01% -2,424 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,000 $136K 0.01% -3,000 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,000 $136K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 6,011 $81.9K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,000 $81.8K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,055 $41.6K <0.01% -1,008 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,295 $31.3K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 963 $13.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $12.1K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 879 $12K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 700 $9.54K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 266 $3.63K <0.01% 0 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 35 $477 <0.01% 13F-HR Timeline