ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,446,063 $287M 1.66% -138,682 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,560,457 $135M 0.02% +2,022 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,852,548 $97.7M 0.19% +3,094 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,627,973 $85.8M 3.27% +26,069 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 522,495 $27.6M <0.01% +82,089 13F-HR Timeline Group Hartree Partners, LP More: the full row for Hartree Partners, LP 508,080 $26.8M 7.59% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 408,174 $21.5M <0.01% +53 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 333,973 $17.6M <0.01% +90,169 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 218,393 $11.5M <0.01% -27,013 13F-HR/A Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 195,234 $10.3M 1.47% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 185,705 $9.79M <0.01% -55,555 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 162,104 $8.55M 0.04% +10,000 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 144,539 $7.62M 0.92% -571,844 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 137,822 $7.27M <0.01% +1,227 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 137,023 $7.23M <0.01% -1,815 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 116,800 $6.16M 0.03% -22,500 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 102,553 $5.41M 0.34% -1,077 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 79,794 $4.21M 0.91% +1,181 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 79,794 $4.21M 0.05% +1,181 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 53,450 $2.82M <0.01% -16,763 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 52,486 $2.77M <0.01% -11,070 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 47,365 $2.5M 1.74% -650 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 37,420 $1.97M 0.02% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 36,307 $1.91M 0.31% +4,846 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,757 $1.83M <0.01% +15,576 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,785 $1.78M <0.01% +17,630 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 31,925 $1.68M 0.04% -3,089 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,470 $1.66M 0.01% +240 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 29,719 $1.57M 0.02% -957 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 27,831 $1.47M 0.01% +727 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,815 $1.31M <0.01% +7,123 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 24,362 $1.28M 0.02% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 23,075 $1.22M 0.06% +134 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,620 $1.19M 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,258 $1.17M <0.01% -888 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 22,150 $1.17M 0.12% +8,543 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,047 $1.16M <0.01% +62 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 22,000 $1.16M 0.16% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 18,196 $959K <0.01% -3 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,000 $949K 0.02% 0 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 17,500 $923K 0.35% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,365 $916K -31,094 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,319 $913K 0.02% +17,258 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,000 $896K 0.06% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 16,500 $870K 0.21% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,896 $838K 0.01% +234 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,632 $824K <0.01% +488 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,013 $792K <0.01% +25 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,500 $765K 0.06% +4,500 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,402 $707K 0.02% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,134 $587K <0.01% +31 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,829 $571K 0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,647 $561K <0.01% -1,729 13F-HR/A Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 9,860 $520K 0.07% 0 13F-HR/A Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,000 $475K 0.18% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,177 $431K 0.05% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,748 $408K <0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,641 $403K <0.01% +734 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,250 $382K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,076 $373K <0.01% -123 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,533 $344K 0.02% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,000 $316K <0.01% 0 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 5,982 $315K 0.12% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,500 $290K 0.02% -1,500 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 5,000 $264K 0.08% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 4,960 $262K 0.01% +48 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,550 $240K 0.01% +100 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,325 $228K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,303 $227K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,245 $224K 0.01% -2,245 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 4,150 $219K 0.15% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,307 $216K <0.01% -17,249 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,088 $216K 0.02% +37 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,968 $209K 0.15% -97 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,938 $208K <0.01% -6,720 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,920 $207K <0.01% 0 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,645 $192K 0.18% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,500 $132K <0.01% -2,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,146 $113K <0.01% +109 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,800 $94.9K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,096 $57.8K 0.01% -122 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,063 $56.1K 0.01% +16 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 783 $41.3K <0.01% -1,033 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 582 $30.6K <0.01% +340 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 537 $28.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 507 $26.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $26.4K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 500 $26K 0.01% 0 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 420 $22K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 340 $17.9K 0.02% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 328 $17.3K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 200 $11K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $10.5K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 200 $10.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $10.5K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 122 $6.43K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100 $5.27K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 100 $5.27K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 81 $4.29K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 76 $4.01K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 64 $3.25K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10 $527 <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 8 $438 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $53 <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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.