ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 409,360 $6.05M 2.67% -22,037 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 404,926 $5.99M <0.01% +9,590 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 300,841 $4.45M 0.03% +194,524 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 288,741 $4.27M 0.07% +62,282 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 250,134 $3.7M <0.01% +10,292 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 241,249 $3.57M <0.01% +11,386 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 176,179 $2.6M <0.01% +7,639 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 170,525 $2.52M 0.17% +2,637 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 167,228 $2.47M 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 165,782 $2.45M 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 126,763 $1.87M <0.01% -6,219 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 126,357 $1.87M 0.35% +18,390 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 93,287 $1.38M <0.01% -12,631 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 91,476 $1.35M <0.01% +2,780 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 67,300 $995K <0.01% +16,782 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 58,972 $872K 0.02% +4,672 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 57,670 $853K 0.05% -57,710 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 55,780 $825K 0.01% +1,920 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,658 $778K <0.01% +26,558 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,474 $776K <0.01% -7,391 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 44,430 $657K 0.01% 0 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 42,067 $622K 0.28% -36 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 38,437 $568K 0.18% -16,123 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,039 $444K <0.01% -2,699 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,111 $386K <0.01% -7,522 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,425 $376K <0.01% +440 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 24,700 $365K 0.03% -16,500 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 20,000 $296K 0.05% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 19,727 $292K 0.09% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,681 $276K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,550 $245K <0.01% -1,300 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,031 $207K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,045 $194K <0.01% +152 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,700 $188K <0.01% -600 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,199 $180K <0.01% new 13F-HR/A Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 11,904 $176K 0.17% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,396 $168K <0.01% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 11,007 $163K 0.09% +26 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,000 $88.7K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,000 $88.7K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,998 $88.7K <0.01% +38 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,000 $59.1K 0.03% -2,828 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,500 $37K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,000 $29.6K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,250 $18.5K <0.01% 0 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 831 $12.3K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 500 $7.39K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 500 $7.39K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $7.39K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $6.65K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 245 $3.62K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $6 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.