ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 69,040,345 $1.18B 7.44% +6,174,229 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 27,827,930 $475M 0.09% +1,224,381 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,620,502 $335M 0.06% +1,596,432 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 18,232,662 $311M 0.02% +7,203,178 13F-HR/A 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. 15,297,594 $261M 0.55% +1,211,286 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 14,433,161 $247M 1.17% -15,756,944 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 13,321,966 $228M 2.91% +75,509 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,158,402 $191M 0.04% +2,188,073 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,851,712 $134M 0.01% +630,141 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 5,645,979 $96.4M 2.27% -1,892,127 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,936,982 $92.5M 0.17% +1,162,933 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,666,185 $79.7M 3.26% +358,350 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,226,335 $72.2M 0.04% +2,218,014 13F-HR/A Timeline Group ING GROEP NV More: the full row for ING GROEP NV 3,892,637 $66.5M 0.45% +2,570,700 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 3,825,658 $65.3M 10% 0 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 3,794,098 $64.8M 0.39% -370,190 13F-HR/A Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 3,587,792 $61.3M 8.21% -179,220 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/ 3,479,711 $59.4M 0.01% -46,835 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,447,445 $58.9M 0.06% +18,548 13F-HR Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 3,138,271 $53.6M 0.04% -398,337 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,707,900 $46.3M 0.31% +675,000 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,610,872 $44.6M 1.47% +38,062 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,436,900 $41.6M 0.5% +300,000 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,426,907 $41.5M 0.02% -858,510 13F-HR/A Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,391,941 $40.9M 1.65% -1,748,148 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,367,460 $40.4M <0.01% +1,767,178 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,014,046 $34.4M 0.03% -200,289 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,821,908 $31.1M 0.24% -22,190 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,799,827 $30.7M 0.01% -120,245 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,768,057 $30.2M 0.13% -372,931 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,659,377 $28.3M 0.07% 0 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,595,196 $27.2M 0.08% -446,937 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,561,945 $26.7M 0.05% +20,020 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,312,831 $22.4M 5.77% 0 13F-HR Timeline Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 1,294,360 $22.1M 0.45% -211,950 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 981,438 $16.8M 0.46% -16,453 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 968,921 $16.5M 0.03% -16,082 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 767,558 $13.1M 1.68% +4,617 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 697,262 $11.9M 0.06% +27,491 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 3 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 670,154 $11.4M +363,409 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 658,475 $11.2M <0.01% 13F-HR/A Timeline Group NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 632,488 $10.8M 2% +44,080 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 596,974 $10.2M <0.01% +1,198 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 536,042 $9.15M <0.01% +4,222 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 528,931 $9.03M 2.69% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 520,261 $8.89M <0.01% -239,566 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 514,617 $8.79M 0.18% -37,389 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 502,613 $8.58M 0.35% +4,950 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 500,000 $8.54M 0.05% 0 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 492,030 $8.4M 0.01% 0 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 488,673 $8.35M 0.18% +178,245 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 445,437 $7.61M <0.01% -12,032 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 420,626 $7.18M 0.21% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 417,687 $7.13M 0.01% -12,999 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 412,500 $7.05M 3.21% 0 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 383,087 $6.54M 0.14% -7,589 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 349,382 $5.97M +45,077 Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 332,300 $5.68M 1.15% -30,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 287,059 $4.9M <0.01% -38,897 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 275,728 $4.71M <0.01% +44,999 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 266,756 $4.56M 0.23% +2,109 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 264,616 $4.52M 0.18% +30 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 257,768 $4.4M 0.14% -5,877 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 247,109 $4.22M 0.15% 0 13F-HR Timeline Nuveen Asset Management, LLC in group TIAA More: the full row for Nuveen Asset Management, LLC 245,345 $4.19M <0.01% +132,142 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 215,193 $4.03M 0.13% +1,807 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 229,730 $3.92M 0.02% -49,300 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 226,377 $3.87M <0.01% +183,894 13F-HR Timeline Group Price Jennifer C. More: the full row for Price Jennifer C. 225,752 $3.86M 5.11% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 220,018 $3.76M <0.01% +5,831 13F-HR Timeline Group CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 218,774 $3.74M 0.25% -231,053 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 217,743 $3.72M 0.07% +65,887 13F-HR/A Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 217,472 $3.71M 0.1% +168,289 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 194,305 $3.64M <0.01% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 210,100 $3.59M 0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 427,682 $3.49M 0.01% +25,263 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 200,010 $3.42M 0.01% -121 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 197,143 $3.37M <0.01% +2,757 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 181,567 $3.1M 0.07% -2,200 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 178,000 $3.04M 0.78% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 175,332 $2.99M <0.01% -600 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 167,935 $2.87M 0.02% -768 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 167,072 $2.86M 0.01% -12,775 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 160,144 $2.74M 0.27% -13,800 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 158,864 $2.71M 0.01% -579 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 153,539 $2.62M 1.38% -10,010 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 139,047 $2.38M <0.01% +50,391 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 136,937 $2.34M 0.03% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 136,566 $2.33M 0.45% +14,104 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 133,155 $2.27M <0.01% -8,189 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 132,951 $2.27M <0.01% -9,334 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 126,392 $2.16M <0.01% +1,003 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 125,567 $2.14M 0.31% +10 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 113,932 $1.95M 0.23% -2,000 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 110,735 $1.89M 0.03% +15,049 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 109,540 $1.87M 0.23% +37,019 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 108,783 $1.86M 0.15% -1,912 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 107,166 $1.83M 0.34% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 106,348 $1.82M 0.01% +15,448 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 92,400 $1.74M 0.03% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 100,000 $1.71M 0.02% new 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 100,000 $1.71M 0.35% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 95,397 $1.63M 0.27% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 95,112 $1.62M +83,039 Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 94,107 $1.61M 0.47% +8,536 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 93,864 $1.6M 0.13% -42,670 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 93,562 $1.6M 0.02% +21,969 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 92,186 $1.57M 0.02% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 91,527 $1.56M 0.56% +21,400 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 90,350 $1.54M 0.33% +1,197 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 90,000 $1.54M 0.02% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 85,192 $1.46M 0.04% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 84,536 $1.44M 0.23% -3,556 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 83,215 $1.42M 0.25% -2,250 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 80,970 $1.38M 0.13% +30,745 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 64,854 $1.36M 0.01% +9,360 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 78,787 $1.35M 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 78,604 $1.34M 0.01% -2,794 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 75,845 $1.3M 0.09% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 74,084 $1.27M 0.01% +9,235 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 72,414 $1.24M 0.68% +140 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 69,569 $1.19M 0.02% -1,270 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 68,582 $1.17M 0.05% +33,820 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 66,278 $1.13M 0.44% +2,772 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 66,036 $1.13M <0.01% +1,575 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 65,312 $1.12M 0.03% +10,488 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 65,281 $1.11M 0.1% -25,107 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 65,280 $1.11M <0.01% +1,060 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 63,583 $1.09M 0.11% -535 13F-HR/A Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 63,404 $1.08M 0.58% -895 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 59,650 $1.02M 0.01% -951,751 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58,491 $999K 0.13% +25,013 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 57,229 $977K 0.03% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 56,468 $964K 0.19% -253 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 54,237 $926K <0.01% +19,400 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 53,443 $913K 0.01% +1,048 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 51,565 $881K 0.01% +1,237 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 50,638 $865K <0.01% -135,597 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 50,500 $863K 0.75% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 48,971 $836K 0.85% 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 48,710 $832K 0.09% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 48,217 $824K 0.02% +1,607 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 47,389 $809K 0.82% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 47,154 $805K <0.01% +15,854 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 46,500 $794K 0.18% +1,150 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 45,275 $773K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 45,151 $771K 0.05% +14,432 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 43,940 $751K 0.11% +41 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 43,875 $749K 0.11% +3,170 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 42,166 $720K 0.01% +2,806 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 41,891 $715K 0.28% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 41,850 $715K 0.06% +4,400 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 40,900 $699K 0.03% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 40,307 $688K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,119 $685K 0.01% -162 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 38,292 $654K <0.01% -4,228 13F-HR/A Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 37,694 $643K 0.02% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,607 $642K <0.01% -17,918 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,284 $620K <0.01% -15,466 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 35,470 $606K 0.26% 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 34,686 $592K 0.02% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 34,665 $592K <0.01% -3,325 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,618 $591K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 33,940 $580K 0.12% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,558 $573K <0.01% +1,194 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 32,585 $557K 0.41% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 31,945 $546K 0.02% +8,071 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 31,693 $541K 0.03% +20 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,486 $538K <0.01% +3,573 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,685 $524K <0.01% +126 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 30,126 $515K 0.07% -100,389 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 30,034 $513K 0.03% -200 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29,972 $512K <0.01% 0 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 29,081 $497K 0.16% +2,808 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,844 $484K 0.01% +11,355 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,088 $480K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,955 $477K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,863 $476K 0.01% +21 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 27,765 $474K 0.17% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 27,206 $465K <0.01% -645 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 26,409 $451K 0.03% -250 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 22,936 $436K 0.2% +128 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,271 $432K <0.01% +2,384 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,089 $429K 0.02% +1,376 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 25,000 $427K 0.09% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,400 $417K 0.09% 0 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 24,200 $413K 0.02% +4,700 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 24,125 $412K 0.02% 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 23,595 $403K <0.01% -1,220 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23,363 $399K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 23,000 $393K 0.09% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,815 $390K 0.01% +395 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 22,428 $383K 0.11% -4,400 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 22,288 $381K 0.08% 0 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,000 $376K 0.1% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,965 $375K <0.01% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 21,800 $372K 0.02% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 21,697 $371K 0.03% +16 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,625 $369K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,409 $366K 0.01% +2,892 13F-HR Timeline Group