STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 822,764 $11M 0.01% -5,612 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 818,059 $11M 0.03% +38,988 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 757,510 $10.2M <0.01% -36,444 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 421,024 $5.65M <0.01% +31,108 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 302,810 $4.06M 1.38% +47,376 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,332 $3.98M <0.01% +271 13F-HR/A Timeline Group ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 295,952 $3.97M 0.58% -14,248 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 277,395 $3.72M 0.12% -9,000 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 233,166 $3.13M <0.01% -17,605 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 217,128 $2.94M 0.01% +153,988 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 205,214 $2.75M <0.01% +41,833 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 153,159 $2.06M 0.03% +36,750 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 143,343 $1.92M 0.75% +82,010 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 116,002 $1.56M 0.63% +21,846 13F-HR Timeline Quarry LP More: the full row for Quarry LP 115,149 $1.55M 0.39% -4,687 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 112,694 $1.51M 0.06% +274 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 107,228 $1.44M 0.02% +10,440 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 65,610 $880K 0.03% +1,760 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 56,472 $758K 0.02% -19,436 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 53,749 $721K <0.01% -3,407 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,825 $695K 0.01% +5,988 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 38,520 $517K 0.01% +5,375 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,399 $488K <0.01% -3,859 13F-HR Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $456K 0.19% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,866 $414K <0.01% +5,564 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $383K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,084 $337K <0.01% +4,711 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 22,795 $306K 0.02% +1,500 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,486 $288K <0.01% -7,524 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,500 $275K 0.01% +2,000 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,106 $230K <0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,963 $228K <0.01% +64 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 16,812 $226K 0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,182 $217K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,886 $186K <0.01% +55 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,000 $161K 0.02% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,609 $156K <0.01% +66 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,489 $154K <0.01% -1,497 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,300 $152K 0.01% 0 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 0.11% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7,615 $102K 0.07% 0 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\ 4,063 $54.5K <0.01% +63 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,676 $49.3K <0.01% -104,659 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% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,100 $14.8K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $11.9K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.