ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 27,070,962 $1.54B 7.27% +26,641,396 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 18,266,606 $1.04B 0.1% +78,728 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 15,350,683 $876M 2.92% -354,802 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. 13,260,584 $757M 7.88% -59,334 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,507,539 $714M 0.09% +40,552 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. 7,319,250 $418M 0.57% +410,868 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 6,826,567 $390M 7.47% -400,833 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,233,581 $299M -71,165 Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,222,687 $298M 10.54% -207,219 13F-HR Timeline Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 5,157,478 $294M 4.74% -142,246 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,964,199 $283M 0.02% -798,911 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,133,666 $238M 0.02% +847,524 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,027,427 $230M 0.1% +4,021,783 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,360,863 $192M 0.01% +1,692,220 13F-HR Timeline Group Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 3,253,524 $186M 4.6% -1,220,591 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,642,104 $148M 0.2% 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/ 2,573,276 $147M 0.01% -5,957,790 13F-HR Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,343,689 $134M 0.12% 0 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,239,694 $128M 3.49% -76,227 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,236,856 $128M 0.93% +2,194,739 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 2,173,816 $124M 0.17% -786,014 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 2,051,301 $117M 13.85% 0 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,859,100 $106M 5.28% -24,700 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,805,346 $103M 3.71% -79,239 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,768,200 $101M 0.62% -1,135,600 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,668,467 $95.2M 0.99% -163,536 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,615,514 $92.2M 2.19% +8,912 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,330,465 $75.9M 0.07% +2,326 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,290,542 $73.7M 0.05% +184,415 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,152,602 $65.8M 0.08% -674 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,151,905 $65.7M 0.01% +360,427 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 1,127,544 $64.3M 0.39% -29,045 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,100,009 $62.8M 0.05% -24,261 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,068,251 $61M 5.72% +30,267 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 1,015,966 $58M 3.1% -42,993 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 977,940 $55.8M 0.02% +22,242 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 971,477 $55.4M 0.04% +906,755 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 929,751 $53.1M 0.09% +49,158 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 887,228 $50.6M 0.02% -28,463 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 853,780 $48.7M 0.02% 0 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 829,136 $47.3M 0.05% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 805,230 $46M 0.01% +56,560 13F-HR/A Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 765,467 $43.7M 1.13% +5,161 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 670,500 $38.3M 0.63% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 579,453 $33.1M 6.89% -187,076 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 577,581 $33M 0.83% -840 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 545,070 $31.1M 0.02% -125,257 13F-HR Timeline APPALOOSA LP More: the full row for APPALOOSA LP 502,460 $28.7M 0.48% -125,040 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 476,689 $27.2M 0.01% -2,209 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 486,668 $27.1M 0.61% +7,064 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 434,012 $24.8M 2.11% +28,838 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 405,728 $23.2M 0.71% +52,308 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 403,877 $23M 0.18% -154,860 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 373,955 $21.3M 4.52% +1,747 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 363,678 $20.8M 0.02% -3,035 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 362,108 $20.7M 1.81% -227,972 13F-HR Timeline GOLDENTREE ASSET MANAGEMENT LP in group GOLDENTREE ASSET MANAGEMENT LP More: the full row for GOLDENTREE ASSET MANAGEMENT LP 344,686 $19.7M 1.17% -80,200 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 341,587 $19.5M +144,170 Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 339,111 $19.4M 0.39% -15,415 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 337,721 $19.3M 0.03% +57,619 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 333,984 $19.1M 0.1% +306,851 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 324,039 $18.5M 16.88% +400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 322,233 $18.4M 0.27% +21,468 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 317,120 $18.1M 0.51% +5,675 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 297,895 $17M -132,922 Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 278,599 $15.9M 0.3% +3,619 13F-HR Timeline WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 266,500 $15.2M 8.39% +9,000 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 262,635 $15M 0.79% +9,947 13F-HR Timeline Group Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 257,752 $14.7M 1.69% +1,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 248,810 $14.2M <0.01% +24,500 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 240,925 $13.7M 0.1% -5,340 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 235,546 $13.4M 0.02% +46,409 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 231,817 $13.2M 2.58% +13,785 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 231,535 $13.2M 2.34% +11,746 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 230,542 $13.2M 0.07% +13,582 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 227,482 $13M 0.62% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 221,856 $12.7M 0.01% -242,009 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 217,494 $12.4M 0.58% +100,927 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 217,494 $12.4M 0.08% +86,020 13F-HR/A Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 216,096 $12.3M 1.38% +6,507 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 214,194 $12.2M 3.39% +4,756 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 200,244 $11.4M 0.06% +5,209 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 199,111 $11.4M 0.01% -1,406 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 187,804 $10.7M 0.07% +15,284 13F-HR Timeline Group AVENIR CORP More: the full row for AVENIR CORP 186,892 $10.7M 1.3% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 183,994 $10.5M 0.23% -5,500 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 177,388 $10.1M +4,063 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 175,835 $10M 0.05% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 163,380 $9.32M 0.16% +5,448 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 162,519 $9.27M 0.33% -14,030 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 161,615 $9.22M 0.82% -8,361 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 156,972 $8.96M 0.1% +2,673 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 154,975 $8.84M 1.33% +12,154 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 153,993 $8.79M +995 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 151,660 $8.69M 0.11% +13,995 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 146,090 $8.34M 0.63% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 142,013 $8.1M 0.04% +41,477 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 141,239 $8.06M <0.01% -371 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 135,336 $7.72M 2.47% +4,000 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 132,053 $7.54M 0.12% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 131,972 $7.53M 0.01% -25,217 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 121,803 $6.95M 0.01% -28,943 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 117,397 $6.7M <0.01% +2,974 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 114,164 $6.52M 0.09% +10,813 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 112,001 $6.39M <0.01% +45,762 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 113,934 $6.37M 0.01% -20,706 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 102,197 $5.83M 0.01% -5,559 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 101,203 $5.78M 3.64% +1,891 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 97,657 $5.57M 0.19% +4,067 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 96,240 $5.49M 0.01% -3,065 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 94,964 $5.42M 0.47% +7,720 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 94,400 $5.39M 0.42% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 92,065 $5.25M 0.01% -67,612 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 88,395 $5.04M 0.31% +725 13F-HR Timeline PPM AMERICA INC/IL More: the full row for PPM AMERICA INC/IL 87,200 $4.98M 29.98% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 83,760 $4.78M 0.01% +3,347 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,799 $4.73M 0.02% -3,826 13F-HR/A Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 82,237 $4.69M 2.25% +56,157 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 80,937 $4.62M 0.01% -2,273 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 79,676 $4.55M 1.47% -1,174 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 79,397 $4.53M 0.89% -11,000 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 78,992 $4.51M -5 Timeline Castellan Group More: the full row for Castellan Group 77,053 $4.4M 0.61% +5,609 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 75,019 $4.28M 0.01% +735 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 73,567 $4.2M 0.06% +19,282 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 72,935 $4.16M 0.01% -266,070 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 72,906 $4.16M 0.1% +52,977 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 71,200 $4.06M 2.49% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 71,021 $4.05M -97,492 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 74,490 $3.99M 1.3% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 69,650 $3.97M 0.66% +4,243 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 67,641 $3.86M 0.7% 0 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 67,000 $3.82M 0.86% 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 66,583 $3.8M 0.03% -5 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 65,550 $3.74M 0.75% -5,768 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 67,104 $3.72M 0.41% +4,701 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 62,977 $3.59M 0.86% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 62,284 $3.55M 0.05% +514 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 61,650 $3.52M 0.02% +3,784 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 60,321 $3.44M 0.78% -3,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 59,742 $3.41M <0.01% -5,300 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 59,583 $3.4M 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 59,059 $3.37M +8,690 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 58,486 $3.34M 0.04% -212 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 58,237 $3.32M 1.18% +2,540 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,623 $3.29M <0.01% +10,532 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 55,851 $3.19M 0.02% -20,706 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 53,692 $3.06M 0.01% -2,575 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 52,581 $3M 0.04% -450 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 51,633 $2.95M 0.83% +7,170 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 50,194 $2.86M 0.2% +41,162 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 50,000 $2.85M 0.08% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 48,950 $2.79M 0.05% +9,757 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 46,729 $2.67M 0.4% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,016 $2.63M 0.01% -286 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 45,860 $2.62M 0.12% -448 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 45,575 $2.6M 0.29% +841 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 45,223 $2.58M 1.86% -5,168 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 43,801 $2.5M 0.19% +25 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 43,572 $2.49M 0.44% +3,497 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 42,970 $2.45M 0.01% -981 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 42,930 $2.45M 1.78% +7,030 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 $2.42M 0.02% 0 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 42,223 $2.41M 0.55% -250 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 41,892 $2.39M 0.08% -11,220 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 41,585 $2.37M 0.07% +2,724 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 41,225 $2.35M 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 40,905 $2.33M <0.01% +9,628 13F-HR Timeline Group Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 40,364 $2.3M 0.97% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 39,048 $2.23M 0.32% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 39,045 $2.23M 0.23% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 39,003 $2.23M 0.05% -4,253 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 38,911 $2.22M 0.01% +1,767 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 37,303 $2.13M 0.02% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 37,247 $2.13M 1.65% -840 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 37,197 $2.12M 0.21% +1,432 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 37,155 $2.12M 0.01% -26,249 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,711 $2.1M 0.01% -1,865 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 36,192 $2.07M 0.01% -2,952 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 35,628 $2.03M <0.01% -20,122 13F-HR/A Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 35,627 $2.03M 1.07% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 35,000 $2M 0.96% -5,000 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,374 $1.96M 0.01% -9,361 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,922 $1.94M 0.03% +2,222 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 33,872 $1.93M <0.01% -3,608 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 33,536 $1.91M 0.03% +1,624 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 33,143 $1.89M 0.02% -4,401 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 32,878 $1.88M <0.01% +12,379 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 32,804 $1.87M 0.03% -716 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 32,346 $1.85M 0.09% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,679 $1.81M 0.01% -11,555 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 31,376 $1.79M <0.01% -3,779 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 31,376 $1.79M 0.06% -2,399 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,150 $1.78M 0.05% 0 13F-HR/A Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 30,223 $1.72M 1.02% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 30,073 $1.72M 0.43% +1,979 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 30,000 $1.71M 0.37% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 29,844 $1.7M 0.28% -186 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,953 $1.65M <0.01% +2,477 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 28,549 $1.63M 0.01% +955 13F-HR Timeline