Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 848,134 $11.1M 0.02% +7,406 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 691,976 $9.03M <0.01% -95,504 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 567,851 $7.41M 0.01% -149,283 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 417,961 $5.45M <0.01% +31,645 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 395,378 $5.16M 0.02% +61,403 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 300,513 $3.92M 1.34% -2,556 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 294,030 $3.84M <0.01% +9,929 13F-HR Timeline Group ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 280,742 $3.66M 0.46% -55,710 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 272,085 $3.55M 0.11% -6,241 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 267,306 $3.49M 1.13% +26,209 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 257,506 $3.36M <0.01% +28,705 13F-HR/A Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 194,082 $2.53M 0.03% +26,448 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 179,487 $2.34M <0.01% +10,778 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 169,377 $2.21M 1.59% -108,802 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 146,283 $1.91M 0.26% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 113,966 $1.49M 0.03% +2,645 13F-HR Timeline Quarry LP More: the full row for Quarry LP 109,961 $1.43M 0.35% -19,588 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 88,688 $1.16M 0.04% +351 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 66,593 $869K 0.02% +10,000 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 49,190 $642K 0.29% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,574 $608K <0.01% -2,122 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 45,495 $594K 0.01% +3,275 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 39,700 $518K 0.28% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 34,561 $451K <0.01% +15,000 13F-HR Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $444K 0.16% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 32,003 $418K 0.02% +7,708 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,866 $403K <0.01% 0 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 30,747 $401K 0.07% -13,733 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $392K 0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,566 $373K 0.14% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,542 $372K <0.01% -122 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 23,000 $300K 0.01% +800 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 21,077 $275K 0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,923 $260K <0.01% -859 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,900 $260K <0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 19,632 $256K <0.01% +500 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 16,812 $219K 0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,144 $211K <0.01% -19,445 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,637 $204K <0.01% -1,517 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,937 $195K 0.01% +3,454 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,886 $181K <0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,000 $170K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,000 $157K 0.02% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 11,678 $152K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,213 $146K <0.01% +124 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,106 $145K <0.01% -5,000 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,000 $130K 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 6,000 $78.3K <0.01% +1,000 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,063 $53K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,800 $23.5K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,000 $13.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $11.6K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 879 $11.5K <0.01% 0 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 $10.9K <0.01% 0 13F-HR/A Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 700 $9.13K <0.01% new 13F-HR Timeline