Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 594,149 $5.92M 0.02% +174,738 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 401,695 $4M 0.15% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 353,273 $3.52M 0.01% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 273,104 $2.72M 0.09% +31,853 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 242,993 $2.42M 0.02% -10,084 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 221,031 $2.2M <0.01% -406 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 215,995 $2.15M 0.11% +37,141 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 194,085 $1.93M 0.05% +18,933 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 174,693 $1.74M 0.74% 0 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 153,715 $1.53M 1.56% +12,809 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 130,148 $1.3M 0.36% +16,663 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 116,909 $1.16M <0.01% +13,265 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 100,445 $1M 0.02% +49,438 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 95,192 $948K 0.33% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 95,154 $948K <0.01% +16,144 13F-HR/A Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 81,363 $810K 0.42% +17,531 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 56,842 $641K 0.29% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 49,725 $495K 0.07% -932 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 42,457 $423K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 41,354 $412K 0.01% -735 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 38,695 $385K <0.01% +4,526 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 27,210 $271K 0.16% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 26,808 $267K <0.01% +35 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,766 $257K <0.01% -4,135 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24,917 $248K 0.13% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,810 $247K <0.01% +7,010 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 24,600 $245K 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,171 $241K <0.01% +118 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 23,623 $235K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,687 $234K <0.01% -36,018 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 23,020 $229K 0.09% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,358 $193K 0.01% +116 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,836 $168K <0.01% -116 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,012 $159K 0.01% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 15,358 $153K 0.03% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,000 $139K 0.01% new 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 13,324 $133K 0.08% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 12,880 $128K 0.05% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,302 $123K <0.01% +1,304 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 12,218 $122K 0.12% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 11,900 $119K 0.07% +232 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,845 $118K 0.04% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 11,791 $117K 0.05% -3,370 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,822 $108K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,272 $102K <0.01% -303 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,752 $87.2K <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8,103 $80.7K 0.01% 0 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 8,000 $79.7K 0.07% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,625 $36.1K <0.01% new 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,551 $25.4K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,742 $17.4K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 565 $5.63K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 470 $4.68K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 273 $2.72K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 116 $1.15K <0.01% +3 13F-HR Timeline