Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 811,452 $10.3M 0.02% +18,421 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 697,544 $8.82M <0.01% +114,114 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 643,727 $8.38M 3.75% +200,312 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 603,549 $7.63M <0.01% -17,229 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 546,079 $6.91M 0.03% +199,459 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 390,558 $4.94M <0.01% +2,104 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 355,042 $4.49M <0.01% +17,560 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 351,058 $4.44M 0.17% +191,193 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 336,953 $4.26M 1.28% +21,963 13F-HR/A Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 288,116 $3.64M 0.12% -317,379 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 263,185 $3.33M 0.1% -400 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 233,606 $2.96M <0.01% -29,909 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 229,634 $2.9M 0.99% -89,852 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 225,057 $2.85M 0.07% +15,846 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 186,957 $2.37M 0.03% +11,711 13F-HR Timeline Group Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 183,933 $2.33M 2.42% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 174,297 $2.2M <0.01% -32,922 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 141,623 $1.79M 1.82% +18,970 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 114,512 $1.45M 0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 101,029 $1.28M <0.01% +25,595 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 78,646 $995K 0.03% -8,297 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 67,255 $851K 0.24% 0 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 66,008 $835K 0.04% +46,085 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 58,118 $735K 0.38% +18,418 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,272 $687K <0.01% +12,820 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 49,190 $622K 0.27% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 44,475 $563K 0.01% +21,525 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,726 $553K <0.01% +101 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 34,000 $430K 0.16% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,807 $428K <0.01% -8,622 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,000 $380K 0.01% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 30,000 $380K 0.05% -36,269 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,566 $361K 0.12% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,897 $340K <0.01% -4,599 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 22,069 $279K 0.16% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,506 $259K <0.01% +1,322 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,632 $223K <0.01% 0 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 17,210 $218K 0.19% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,146 $204K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,409 $195K <0.01% -7,355 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,898 $188K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,393 $169K <0.01% +1,906 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 13,000 $164K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,724 $161K 0.01% -9,492 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,471 $158K <0.01% -43,085 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,000 $152K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,106 $140K <0.01% -3,000 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 6,000 $75.9K <0.01% 0 13F-HR/A 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,204 $40.5K <0.01% -1,046 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 963 $12.2K <0.01% +607 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% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 700 $8.86K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 287 $3.63K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 266 $3.37K <0.01% +169 13F-HR Timeline