ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 26,409,654 $1.32B 7.35% +325,451 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 19,561,938 $977M 0.15% +143,361 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 14,017,717 $700M 2.99% -2,925,721 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 13,520,479 $675M 8.71% +329,642 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,096,229 $654M 0.09% -1,049,561 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,345,942 $467M 0.03% -527,677 13F-HR/A Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 7,233,767 $361M 7.97% -385,337 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. 7,060,024 $353M 0.56% +300,321 13F-HR Timeline Group Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 5,659,885 $283M 5.45% +118,090 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,611,824 $280M 11.46% +120,216 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,266,463 $263M 0.05% -1,542,786 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,658,600 $233M 0.01% -586,044 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,658,261 $233M 0.01% -209,052 13F-HR/A Timeline Group Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 4,467,474 $223M 5.18% +192,441 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 4,304,300 $215M 1.16% -258,200 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 2,824,971 $141M 0.16% -931,611 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 2,688,090 $134M 0.23% -35,979 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,258,674 $113M 3.44% +18,538 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,238,864 $112M 0.8% +32,918 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 2,171,689 $108M +8,676 Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,051,301 $102M 14.79% -205,202 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,937,055 $96.8M 3.71% +17,490 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,837,479 $91.8M 1.04% +4,687 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,733,800 $86.6M 4.92% +18,000 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,665,583 $83.2M <0.01% +242,037 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,577,473 $78.8M 2.65% +6,140 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,417,737 $70.8M 0.06% +53,743 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,173,400 $58.6M 0.02% +31,049 13F-HR/A Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,138,280 $57.8M 7.15% -66,784 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,116,899 $55.8M 0.07% -417 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,095,181 $54.7M 0.04% +47,037 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 1,082,559 $54.1M 2.79% +22,100 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,062,002 $53M 0.04% +118,882 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 1,043,851 $52.1M 0.29% -74,014 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 973,758 $48.6M 0.26% +570,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 947,948 $47.3M 0.02% +39,011 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 930,180 $46.5M 0.02% -52,750 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 911,500 $45.5M 0.06% -103,800 13F-HR Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 768,631 $38.4M 0.02% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 766,529 $38.3M 9.08% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 745,100 $37.2M 0.01% -59,085 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 736,895 $36.8M 0.01% -11,966 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 691,287 $34.5M 0.06% 0 13F-HR Timeline Group REAVES W H & CO INC More: the full row for REAVES W H & CO INC 670,500 $33.5M 0.6% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 606,927 $30.3M 0.02% +140,697 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 590,067 $29.5M 2.69% -1,989 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 583,592 $29.2M <0.01% -2,001 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 578,009 $28.9M 0.78% +84,151 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 569,209 $28.4M +166,158 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 557,680 $27.9M 0.03% -80,154 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 548,612 $27.4M 0.82% +28,611 13F-HR Timeline APPALOOSA LP More: the full row for APPALOOSA LP 535,000 $26.7M 0.36% -43,500 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 499,000 $24.9M 5.91% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 486,899 $24.7M 0.65% +7,279 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 429,854 $21.5M 0.01% +26,251 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 407,314 $20.3M 0.5% +26,336 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 393,420 $19.7M 1.83% -9,089 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 379,306 $18.9M 0.18% -23,353 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 373,955 $18.7M 5.1% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 364,391 $18.2M 0.37% -95 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 356,064 $17.8M 9.74% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 353,730 $17.7M 0.92% -4,901 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 349,518 $17.5M 0.37% +9,143 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 299,845 $15M 0.47% +24,405 13F-HR Timeline GOLDENTREE ASSET MANAGEMENT LP in group GOLDENTREE ASSET MANAGEMENT LP More: the full row for GOLDENTREE ASSET MANAGEMENT LP 293,069 $14.6M 1.21% +40,569 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 281,335 $13.8M 0.02% +242,266 13F-HR Timeline Group WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 257,500 $12.9M 7.28% +15,200 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 256,309 $12.8M 1.42% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 246,114 $12.3M 0.12% -7,492 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 244,604 $12.2M 0.01% -1,201,141 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 242,450 $12.1M <0.01% -13,565 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 241,725 $12.1M 0.66% +16,962 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 224,060 $11.2M 0.01% +36,431 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 223,833 $11.2M <0.01% -1,754 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 218,382 $10.9M 0.54% +743 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 209,589 $10.5M 1.35% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 203,300 $10.2M 0.13% -65,762 13F-HR/A Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 202,481 $10.1M 1.76% +51,797 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 202,371 $10.1M 0.04% -12,829 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 196,627 $9.82M 0.06% +3,359 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 193,509 $9.67M 0.01% +86,585 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 192,035 $9.59M 0.05% +6,461 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,800 $9.48M 0.02% +5,779 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 186,944 $9.34M 0.22% -9,344 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 186,892 $9.34M 0.97% +3,925 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 179,549 $8.97M 0.31% 0 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 166,815 $8.33M 0.81% +6,915 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 166,788 $8.33M +17,387 Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 157,851 $7.88M new Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 153,002 $7.64M 0.09% +4,620 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 149,367 $7.46M 0.13% +20,777 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 143,501 $7.17M 0.64% +88,292 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 140,321 $7.01M 1.1% +14,721 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 140,000 $6.99M 3.71% 0 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 134,789 $6.73M 2.03% -108 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 132,167 $6.68M 0.01% -8,158 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 132,053 $6.6M 0.1% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 130,277 $6.51M 0.08% +97,622 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 122,420 $6.12M 0.01% -13,861 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 120,960 $6.04M +37,889 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 121,222 $5.95M 0.01% +390 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 114,602 $5.73M 0.04% +25,258 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 113,023 $5.65M <0.01% +20,229 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 108,397 $5.41M 1.09% -3,500 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 104,304 $5.21M 0.5% +16,209 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 103,351 $5.16M 0.07% +35,869 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 99,945 $4.99M 1.5% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 97,313 $4.86M 2.9% +1,827 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 96,803 $4.84M 0.05% +26,393 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 89,030 $4.45M 0.02% -1,011 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 87,422 $4.37M 0.01% +9,201 13F-HR Timeline Group PPM AMERICA INC/IL More: the full row for PPM AMERICA INC/IL 87,200 $4.36M 23.42% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 86,800 $4.34M 0.31% +13,900 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 85,067 $4.25M 0.2% +24,600 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 84,703 $4.23M 0.01% +11,798 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 84,395 $4.22M 0.26% +11,465 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 83,971 $4.19M 2.19% -4,168 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83,410 $4.17M 0.15% +8,949 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 82,571 $4.12M 0.01% +1,680 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 82,438 $4.12M 0.36% +8,076 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 81,423 $4.07M 1.42% +77 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80,240 $4.01M 0.02% +3,808 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 76,835 $3.84M 0.01% +3,922 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 76,611 $3.83M 0.03% -374 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 76,171 $3.8M 0.01% +23,058 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,304 $3.76M 0.01% +6,416 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 71,365 $3.56M 0.01% -7,907 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 71,200 $3.56M 2.38% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 69,223 $3.46M <0.01% -8,432 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 68,492 $3.42M 0.6% -707 13F-HR Timeline Castellan Group More: the full row for Castellan Group 68,030 $3.4M 0.49% +5,877 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 67,641 $3.38M 0.62% -1,000 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 67,000 $3.35M 1.56% -6,000 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 64,845 $3.24M <0.01% +3,731 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 64,057 $3.2M 1.85% +5,644 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 63,994 $3.2M 0.55% +3,927 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 63,321 $3.16M 0.72% +27,096 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 62,220 $3.11M 0.85% +696 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 61,988 $3.1M 0.01% +27,754 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 61,541 $3.07M 0.02% +3,809 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 60,622 $3.03M 0.08% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 60,437 $3.02M +654 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 59,583 $2.98M 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 59,397 $2.97M 0.01% +2,239 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 58,840 $2.94M <0.01% +5,804 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 58,049 $2.9M 0.56% +27,758 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 56,892 $2.84M 0.98% +4,679 13F-HR Timeline Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 55,025 $2.75M 0.23% +4,157 13F-HR/A Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 54,231 $2.71M 0.03% -1,342 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 53,046 $2.7M 0.07% 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 53,895 $2.69M 0.03% +5,480 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 51,611 $2.58M 0.05% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 50,000 $2.5M 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 49,839 $2.49M -486 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 48,623 $2.43M 0.06% +810 13F-HR Timeline Northern Right Capital Management, L.P. More: the full row for Northern Right Capital Management, L.P. 47,350 $2.37M 0.73% -3,882 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,788 $2.34M 0.03% +5,037 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 46,729 $2.33M 0.34% +3,853 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,694 $2.23M 0.01% -23,584 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 44,285 $2.21M 0.17% +87 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 43,464 $2.17M 0.01% -5,956 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 42,824 $2.14M 0.01% +2,178 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 42,775 $2.14M <0.01% 0 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 42,648 $2.13M 0.62% +8,636 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 42,475 $2.12M 0.01% 0 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 42,400 $2.12M 0.02% 0 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 41,632 $2.08M <0.01% -13,188 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 41,573 $2.08M 0.54% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 40,000 $2M 0.73% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 39,778 $1.99M 0.1% +276 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 39,227 $1.96M 0.04% +388 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 39,068 $1.95M 0.07% -662 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 39,048 $1.95M 0.28% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 38,787 $1.94M 1.5% -1,060 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 37,371 $1.87M 0.33% +12,606 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,815 $1.84M <0.01% -26,380 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 36,263 $1.81M 0.92% +5,219 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 35,906 $1.79M 0.52% -779 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 35,465 $1.77M 0.18% -100 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,542 $1.73M <0.01% +1,092 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 34,412 $1.72M 0.26% -23,866 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 34,107 $1.7M 0.03% +425 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 33,844 $1.69M 0.21% +168 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 33,763 $1.69M 0.08% -436 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,912 $1.59M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 31,510 $1.57M 0.35% -1,252 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,189 $1.56M 0.03% -383 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 31,083 $1.55M <0.01% +1,485 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,982 $1.55M 0.02% -2,368 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 30,823 $1.54M 1.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 30,547 $1.53M 0.04% +10,442 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,150 $1.51M 0.05% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 29,500 $1.47M 0.03% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 29,306 $1.46M 0.1% -700 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,048 $1.45M 0.01% +9,325 13F-HR/A Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 28,910 $1.44M 0.41% -108 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,814 $1.44M 0.01% +6,370 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,502 $1.42M 0.01% -398 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 27,972 $1.4M 1.13% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 27,385 $1.37M 0.36% 0 13F-HR Timeline