1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,954,798 $31.5M 2.53% +1,044,274 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,767,126 $28.5M 0.13% +197,708 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,726,004 $27.8M <0.01% -479,480 13F-HR/A Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 713,262 $11.5M 0.55% -46 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 692,116 $11.2M 0.02% -359,253 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 654,638 $10.6M 0.24% +271,212 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 630,308 $10.2M 0.05% +33,958 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 586,450 $9.45M <0.01% +9,606 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 462,098 $7.45M 1.64% -28,924 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 367,508 $5.92M 0.59% -271,879 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 356,298 $5.74M <0.01% -43,053 13F-HR Timeline Group AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 307,233 $4.95M 3.47% +8,237 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 292,450 $4.71M 0.01% +154,805 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 244,735 $3.97M 1.52% +8,140 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 204,454 $3.3M <0.01% 13F-HR/A Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 164,559 $2.65M 0.85% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 137,058 $2.21M 0.35% +749 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 134,906 $2.17M <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 126,566 $2.04M 0.04% +35,317 13F-HR/A Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 113,151 $1.89M 1.37% +10,126 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 111,261 $1.79M <0.01% +23,616 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 102,039 $1.64M 0.73% +67,224 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 94,783 $1.53M 0.38% +3,931 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 76,296 $1.27M 0.01% -8,392 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 69,156 $1.11M 0.17% +3,692 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 68,071 $1.1M 0.01% +217 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 67,499 $1.09M <0.01% +21,393 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 59,297 $956K 0.13% +1,482 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 53,618 $864K 0.01% +1,277 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 40,722 $656K 0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 36,096 $582K <0.01% -3,612 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,015 $532K <0.01% -2,075 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,390 $506K <0.01% +3,328 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 27,569 $444K 0.15% -20 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 25,885 $417K <0.01% +1,465 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 23,879 $385K 0.01% +289 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,856 $385K 0.01% +2,453 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,348 $328K <0.01% +3 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 20,000 $322K <0.01% new 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,889 $272K <0.01% +961 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,760 $270K <0.01% +5,199 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 16,402 $264K 0.04% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,751 $254K <0.01% -4,417 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,496 $250K 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,438 $233K <0.01% +2,432 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,143 $228K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 14,116 $228K 0.16% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,296 $214K <0.01% +157 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 11,225 $181K 0.14% -1,775 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,939 $95.8K 0.04% +116 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,442 $23.2K <0.01% -1,611 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,075 $17K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 370 $5.96K 0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 327 $5.27K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 269 $4.34K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 78 $1K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.