STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 828,376 $11.1M 0.01% -60,807 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 793,954 $10.6M <0.01% +192,365 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 779,071 $10.4M 0.03% +40,047 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 389,916 $5.22M <0.01% -43,578 13F-HR Timeline Group ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 310,200 $4.16M 0.53% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,061 $3.97M <0.01% -18,479 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 286,395 $3.84M 0.11% -140,415 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 255,434 $3.42M 1.1% +1,765 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 250,771 $3.36M <0.01% -23,769 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 163,381 $2.19M <0.01% -4,504 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 137,379 $1.84M 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 119,836 $1.61M 0.32% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 116,409 $1.56M 0.02% +19,834 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 112,420 $1.51M 0.05% +1,315 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 108,335 $1.45M 0.03% +107,235 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 96,788 $1.3M 0.02% +63 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 94,156 $1.26M 0.51% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 75,908 $1.02M 0.03% +4,384 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 63,850 $856K 0.03% +14,175 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 63,140 $846K <0.01% new 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 61,333 $822K 0.31% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 57,156 $766K <0.01% +14,068 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 45,837 $616K 0.01% +11,296 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,258 $539K <0.01% -66,809 13F-HR Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $456K 0.17% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,145 $444K 0.01% +1,760 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $402K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,010 $389K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,302 $339K <0.01% new 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 22,987 $308K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,295 $285K 0.02% 0 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 20,840 $279K 0.09% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,373 $273K <0.01% -2,109 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,047 $268K <0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,500 $248K 0.01% +4,000 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,106 $234K <0.01% +6,000 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,899 $226K <0.01% 13F-HR/A Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13,855 $186K 0.02% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 13,831 $185K <0.01% 0 13F-HR/A Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 13,000 $174K <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 12,986 $174K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,543 $155K <0.01% -588 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,400 $153K <0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,300 $151K 0.01% +700 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,182 $150K <0.01% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,000 $134K 0.01% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 10,000 $134K 0.1% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7,615 $102K 0.07% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,400 $59K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,000 $53.6K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,500 $33.5K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $11.9K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 866 $11.6K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 752 $10K <0.01% -748 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.