Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 840,728 $10.6M 0.02% +22,669 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 787,480 $9.95M <0.01% +29,970 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 717,134 $9.06M 0.01% -105,630 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 386,316 $4.88M <0.01% -34,708 13F-HR Timeline Group ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 336,452 $4.25M 0.53% +40,500 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 333,975 $4.22M 0.02% +116,847 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 303,069 $3.83M 1.37% +259 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 284,101 $3.59M <0.01% -12,231 13F-HR/A Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 278,326 $3.52M 0.11% +931 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 278,179 $3.52M 1.47% +162,177 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 241,097 $3.06M 1.12% +97,754 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 228,801 $2.89M <0.01% -4,365 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 168,709 $2.13M <0.01% -36,505 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 167,634 $2.12M 0.03% +14,475 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 129,549 $1.64M 0.38% +14,400 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 111,321 $1.41M 0.02% +4,093 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 88,337 $1.12M 0.04% -24,357 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 56,593 $715K 0.02% -9,017 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 49,190 $622K 0.29% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 48,696 $616K <0.01% -5,053 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 44,480 $562K 0.11% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 42,220 $534K 0.01% +3,700 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 35,589 $450K <0.01% -810 13F-HR/A Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $430K 0.16% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,866 $390K <0.01% 0 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $379K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,664 $362K 0.01% -23,161 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,566 $361K 0.16% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 24,565 $311K 0.01% +20,889 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 24,295 $307K 0.02% +1,500 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 22,200 $281K 0.01% +1,700 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,782 $263K <0.01% -704 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,561 $247K <0.01% +2,598 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 19,132 $242K <0.01% +2,950 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,154 $217K <0.01% -7,930 13F-HR/A Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 16,812 $213K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,106 $204K <0.01% -1,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,441 $195K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,886 $176K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,944 $164K <0.01% +1,455 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,300 $155K 0.01% +1,000 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,000 $152K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,483 $145K 0.01% -44,989 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,089 $140K <0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,000 $126K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,000 $63.2K <0.01% +600 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,063 $51.4K <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 $31.6K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,000 $12.6K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $11.2K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 879 $11.1K <0.01% -221 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 832 $10.5K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 750 $9.48K <0.01% new 13F-HR Timeline Group 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.