MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 720,982 $8.95M <0.01% +353,167 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 527,138 $6.54M <0.01% -83,652 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 472,453 $5.86M 0.11% +263,324 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 386,029 $4.79M 0.04% +12,329 13F-HR Timeline Group ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 377,239 $4.68M 3.36% -72,872 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 369,789 $4.59M 0.09% -162,332 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 332,411 $4.13M <0.01% +11,889 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 319,759 $3.97M 0.13% -1,981,005 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 319,202 $3.96M <0.01% +50,063 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 310,747 $3.86M 0.01% +112,704 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 181,429 $2.25M <0.01% +3,212 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 171,000 $2.12M 1.3% +70,407 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 151,718 $1.88M 0.01% +16,274 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 144,319 $1.79M <0.01% +9,976 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 116,446 $1.45M 0.23% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 109,629 $1.36M 0.07% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 107,250 $1.34M 0.48% +21,700 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 94,664 $1.17M <0.01% -8,094 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,617 $1.12M <0.01% -367,110 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 85,185 $1.06M 0.16% -21,031 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 70,495 $875K 0.01% +25,971 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 59,857 $743K <0.01% +13,380 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,215 $524K <0.01% +1,171 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 40,690 $508K 0.04% -200 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 38,882 $483K 0.27% +799 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,496 $431K <0.01% -42 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,864 $371K 0.02% +1,986 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 29,303 $364K <0.01% +601 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 28,273 $351K 0.12% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 26,854 $333K 0.13% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 24,994 $318K 0.01% -510 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 25,000 $310K 0.1% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 24,994 $310K <0.01% +2,687 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,738 $307K <0.01% +12,743 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,895 $297K <0.01% +4,343 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 22,800 $283K 0.09% +2,500 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,927 $260K <0.01% +307 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,574 $255K <0.01% 0 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,254 $239K <0.01% +6,420 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,226 $239K <0.01% +6,887 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,212 $238K <0.01% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 18,728 $232K 0.13% +49 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,168 $201K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 15,468 $192K 0.1% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,276 $190K <0.01% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,100 $176K 0.01% +700 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,687 $170K <0.01% -1,768 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,823 $159K <0.01% -1,368 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,539 $156K <0.01% +1,355 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 11,842 $147K 0.01% -3,299 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,082 $138K <0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,800 $134K <0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,327 $128K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,149 $114K <0.01% -1,533 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,972 $36.9K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,936 $36.4K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,592 $32.2K <0.01% -2,706 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,500 $31K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,060 $25.6K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,046 $25.4K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,500 $18.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,000 $12.4K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 500 $6K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 481 $5.97K <0.01% +10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 376 $4.67K <0.01% +306 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 288 $3.6K <0.01% 0 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 54 $669 <0.01% +43 13F-HR Timeline