ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 25,783,702 $1.38B 8% -216,996 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 20,052,988 $1.07B 0.2% -910,805 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 17,499,998 $937M 4.1% -1,744,969 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 13,724,145 $735M 8.88% -504,539 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,649,224 $731M 0.14% +83,392 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/ 9,116,050 $488M 0.04% +1,034,688 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 7,788,063 $417M 9.2% +2,153,490 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,955,456 $372M 0.79% +50,979 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,455,547 $346M 0.02% +873,705 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,940,233 $318M 0.07% +215,906 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,485,917 $294M 11.31% -80,441 13F-HR Timeline Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 5,304,863 $284M 5.43% -362,344 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,045,968 $270M 0.02% +654,489 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 4,547,500 $243M 1.69% -78,100 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 4,364,086 $234M 5.35% -54,068 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 3,866,545 $207M 0.27% -355,070 13F-HR/A Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,014,613 $161M +17,010 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,898,179 $135M 0.29% -8,827 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,319,685 $124M 3.95% -39,187 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,256,503 $121M 16.78% +345,654 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,172,820 $116M 0.88% -106,304 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,943,129 $104M 0.01% -42,052 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,928,792 $103M 1.21% -42,539 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,896,430 $101M 4.18% +39,427 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,822,709 $97.6M 6.02% +315,747 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,570,074 $84M 7.14% +431 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,431,339 $76.6M 0.08% +18,444 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 1,410,705 $73.6M 0.03% 0 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 1,275,200 $68.2M 0.1% -293,000 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 1,204,248 $64.5M 0.33% -174,346 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,198,178 $64.1M 0.03% -163,379 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,196,115 $64M 0.05% -108,312 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,066,748 $57.1M 0.1% +12,473 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 1,055,559 $56.5M 3.89% +18,700 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 996,777 $53.3M 0.04% +352,782 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 928,963 $49.7M 0.01% +80,902 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 880,180 $47.1M 0.02% -32,260 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 878,606 $47M 0.02% +2,781 13F-HR Timeline Group BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 848,333 $45.4M 6.68% -20,446 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 781,429 $41.8M 0.01% -102,137 13F-HR/A Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 771,694 $41.3M 0.03% -11,417 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 766,529 $41M 10.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 656,967 $35.2M 0.06% -571 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 614,791 $32.9M 0.04% +21,225 13F-HR Timeline APPALOOSA LP More: the full row for APPALOOSA LP 578,500 $31M 0.56% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 542,089 $29M 0.02% +80,245 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 521,205 $27.9M 1.08% +42,235 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 512,000 $27.4M 6.55% -18,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 501,974 $26.9M 0.03% -162,589 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 493,681 $26.4M 0.81% +8,998 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 471,522 $23.2M 0.77% -14,735 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 414,074 $22.2M 0.4% -3,629 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 402,606 $21.5M 2.28% +3,904 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 389,316 $20.8M 1.07% -97,136 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 356,064 $19.1M 10.41% +500 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 349,962 $18.7M 0.38% +54,700 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 345,547 $18.5M 0.49% +5,349 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 341,079 $18.3M 11.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 331,772 $17.8M 0.01% +14,224 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 319,121 $17.1M 0.41% +8,178 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 316,111 $16.9M <0.01% +279,693 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 307,795 $16.5M 0.03% -293,825 13F-HR/A Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 373,955 $15.5M 5.41% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 283,353 $15.2M 0.62% +43,115 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 163,775 $14.2M 1.79% -1,226,578 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 258,434 $13.8M 3.07% -4,623 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 258,434 $13.8M 0.17% new 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 257,559 $13.8M 1.65% +928 13F-HR Timeline GOLDENTREE ASSET MANAGEMENT LP in group GOLDENTREE ASSET MANAGEMENT LP More: the full row for GOLDENTREE ASSET MANAGEMENT LP 252,500 $13.5M 1.06% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 251,137 $13.4M <0.01% -18,841 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 230,478 $12.3M 0.55% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 229,419 $12.3M <0.01% 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 217,039 $11.6M 0.67% +2,850 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 211,595 $11.3M 0.71% +6,157 13F-HR Timeline Group WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 211,000 $11.3M 6.19% +57,400 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 206,974 $11.1M 0.06% +10,825 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 195,760 $10.5M 1.44% -10,960 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 195,263 $10.5M 0.35% -20,647 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 190,524 $10.2M 0.08% -28,278 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 183,294 $9.81M 1.03% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 179,549 $9.61M 0.32% +23,100 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 176,363 $9.44M 0.06% +22,459 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 171,274 $9.17M 1.67% +9,918 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 170,263 $9.11M 3.71% +3,852 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 169,644 $9.08M 0.02% +16,842 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 168,184 $9M 0.02% +6,071 13F-HR Timeline Partners Value Investments L.P. More: the full row for Partners Value Investments L.P. 160,500 $8.59M 0.1% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 156,245 $8.36M 0.02% -26,613 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 146,047 $7.82M 0.12% -3,523 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 145,397 $7.78M 1.58% -2,000 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 138,451 $7.41M 1.94% +25,756 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 136,371 $7.3M 0.02% +44,720 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 133,430 $7.14M 0.01% +2,474 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 132,053 $7.07M 0.11% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 126,570 $6.77M +14,496 Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 122,697 $6.57M 1.14% -966 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 122,454 $6.55M +21,042 Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 118,600 $6.35M 0.1% +92,196 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 111,882 $5.99M 0.11% +24,398 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 110,751 $5.93M <0.01% +18,776 13F-HR Timeline Group REAVES W H & CO INC More: the full row for REAVES W H & CO INC 110,000 $5.89M 0.15% +85,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 108,988 $5.83M 0.01% +15,807 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 100,000 $5.35M 2.88% 0 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 99,945 $5.35M 1.39% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 93,019 $4.98M <0.01% -6,544 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 88,143 $4.72M 0.49% +24,542 13F-HR Timeline PPM AMERICA INC/IL More: the full row for PPM AMERICA INC/IL 87,200 $4.67M 33.39% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 86,818 $4.65M 2.57% -8,390 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 85,201 $4.6M 0.05% +7,773 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 81,310 $4.35M 0.01% -22,846 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 80,530 $4.31M 1.64% -332 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 78,219 $4.19M 0.01% -18,262 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 78,124 $4.18M 0.01% +10,544 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 77,289 $4.14M 0.06% +737 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 76,535 $4.1M 0.02% -25,426 13F-HR/A Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 72,524 $3.88M 0.01% +4,235 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 72,161 $3.86M 0.73% +727 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 71,200 $3.81M 3.24% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 70,132 $3.75M 0.13% -59,510 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 69,939 $3.74M 0.01% +12,749 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 69,749 $3.73M 0.39% +2,114 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,062 $3.64M 0.01% +3,621 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 67,482 $3.61M 0.05% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 67,105 $3.59M 0.27% +1,950 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 66,938 $3.58M <0.01% -39 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 66,841 $3.58M 1.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 66,265 $3.55M 0.03% +12,438 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 65,975 $3.53M 0.12% +23 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,227 $3.44M -7,886 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 62,521 $3.35M <0.01% -4,300 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 61,232 $3.28M -160,659 Timeline ArchPoint Investors More: the full row for ArchPoint Investors 60,852 $3.26M 1.07% +634 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 59,935 $3.21M 0.14% +58,252 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 59,900 $3.21M 0.27% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 59,583 $3.19M 0.02% -8,253 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 59,110 $3.16M 0.63% -4,958 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 58,077 $3.11M 0.04% +653 13F-HR Timeline Castellan Group More: the full row for Castellan Group 57,653 $3.09M 0.86% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 57,646 $3.09M 0.02% +2,796 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 56,619 $3.03M 0.6% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,264 $3.01M 0.01% +4,169 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 54,761 $2.93M 1.87% +3,320 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 54,573 $2.92M 0.04% -4,202 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 53,839 $2.88M 1.17% -1,982 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 52,477 $2.81M 0.02% +722 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 51,903 $2.78M <0.01% +45 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 51,505 $2.76M 0.03% 0 13F-HR/A Timeline Group Northern Right Capital Management, L.P. More: the full row for Northern Right Capital Management, L.P. 51,232 $2.74M 1.12% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 50,140 $2.68M -12,143 Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 47,968 $2.57M 0.06% +24,989 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 47,233 $2.53M 0.02% +5,320 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 47,197 $2.53M 0.01% -4 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 44,373 $2.37M 0.67% -250 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 43,409 $2.32M 0.01% -2,331 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 43,253 $2.31M 0.29% +15,000 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 42,876 $2.29M 0.4% +4,955 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 42,775 $2.29M 0.01% +21,961 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 42,400 $2.27M 0.02% new 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 41,725 $2.23M 0.01% +1,250 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 40,526 $2.17M 0.58% +35,367 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 40,087 $2.15M 1.79% -3,100 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 40,000 $2.14M 1.1% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 39,974 $2.14M 0.09% +2,280 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 39,486 $2.11M 0.06% -1,823 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 39,048 $2.09M 0.36% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 37,799 $2.02M 0.13% -707 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 36,225 $1.94M 0.6% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 36,120 $1.93M 0.66% +3,844 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 35,919 $1.92M 0.18% -13,877 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 35,565 $1.9M 0.23% +1,000 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 35,181 $1.88M 0.1% +5,476 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,794 $1.86M 0.03% +11,633 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 33,994 $1.82M 0.04% +1,781 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 33,755 $1.81M 0.01% +210 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 33,665 $1.8M 0.35% +1,745 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,487 $1.79M 0.01% +14,967 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32,687 $1.75M 0.03% +10,907 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,591 $1.74M 0.03% +108 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 32,476 $1.74M 0.24% +564 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 32,317 $1.73M 0.59% +5,207 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 32,200 $1.72M 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,912 $1.71M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,241 $1.67M <0.01% -2,745 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 31,044 $1.66M 0.86% +534 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 31,019 $1.66M 0.08% -12,831 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 30,823 $1.65M 1.22% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 30,168 $1.61M 0.16% +38 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,150 $1.61M 0.06% 0 13F-HR Timeline Anthracite Investment Company, Inc. More: the full row for Anthracite Investment Company, Inc. 30,000 $1.61M 1.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 29,938 $1.6M 0.04% +761 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,267 $1.57M 0.01% -28,431 13F-HR Timeline Corigliano Investment Advisers, LLC More: the full row for Corigliano Investment Advisers, LLC 28,000 $1.5M 0.67% new 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 27,972 $1.5M 1.35% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 27,935 $1.5M 0.48% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 27,877 $1.49M 0.58% -224 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 27,494 $1.47M 0.01% -16,000 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,157 $1.45M 0.01% -705 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 27,000 $1.45M 1.06% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 26,811 $1.43M 0.01% +1,376 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 26,462 $1.42M 1.21% +3,100 13F-HR Timeline