ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 68,977,355 $1.38B 8% -62,990 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 29,599,382 $592M 0.11% +1,771,452 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,144,687 $423M 0.08% +1,524,185 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. 16,463,963 $329M 0.7% +1,166,369 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 16,291,063 $326M 1.43% +1,857,902 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 12,465,499 $249M 3.01% -856,467 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,340,692 $207M 0.01% -7,891,970 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,164,095 $163M 0.04% -2,994,307 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,085,794 $122M 0.01% -1,765,918 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 5,698,359 $114M 0.15% +1,904,261 13F-HR/A Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 5,521,539 $110M 2.44% -124,440 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,238,249 $84.8M 3.49% -427,936 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 3,832,658 $76.7M 10.65% +7,000 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,633,089 $74.3M 0.16% -303,893 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,536,764 $70.7M 0.31% +1,768,707 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/ 3,384,451 $67.7M 0.01% -95,260 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 3,218,700 $64.4M 0.45% -673,937 13F-HR Timeline Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 3,138,271 $62.8M 0.05% 0 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,861,430 $57.2M 1.82% +250,558 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,659,047 $53.2M 0.04% +645,001 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,353,393 $47.1M 1.81% -38,548 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,252,207 $45M 0.02% -174,700 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,186,900 $43.7M 0.51% -250,000 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,046,231 $40.9M 0.02% -2,180,104 13F-HR/A Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,697,791 $34M 0.26% -124,117 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,684,953 $33.7M 0.08% +25,576 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,635,822 $32.7M 0.01% -164,005 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,621,174 $32.4M 0.09% +25,978 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,525,323 $30.5M 0.06% -36,622 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,507,648 $30.2M <0.01% -859,812 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,312,831 $26.3M 6.41% 0 13F-HR Timeline Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 1,151,986 $23M 0.44% -142,374 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,045,407 $20.9M 0.02% -2,402,038 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 999,150 $20M 0.52% +17,712 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 987,252 $19.7M <0.01% +466,991 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 974,063 $19.5M 0.03% +5,142 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 763,172 $15.3M 2.09% -4,386 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 710,111 $14.2M 0.17% +658,546 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 664,784 $13.3M 0.01% +6,309 13F-HR Timeline Group NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 655,601 $13.1M 2.91% +23,113 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 655,363 $13.1M 0.07% -41,899 13F-HR/A Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 626,812 $12.5M 0.08% +567,162 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 616,996 $12.3M <0.01% +171,559 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 597,059 $11.9M <0.01% +85 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 581,263 $11.6M 0.48% +78,650 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 553,505 $11.1M <0.01% +17,463 13F-HR/A Timeline Group WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 525,000 $10.5M 5.75% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 511,054 $10.2M 0.18% -3,563 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 528,931 $9.29M 3.23% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 450,030 $9M 0.01% -42,000 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 438,196 $8.76M 0.29% +17,570 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 421,835 $8.44M 0.01% +4,148 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 414,482 $8.29M <0.01% 13F-HR Timeline Group AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 412,500 $8.25M 3.53% 0 13F-HR Timeline Group FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 401,628 $8.03M +52,246 Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 393,863 $7.88M 0.19% +10,776 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 354,956 $7.1M -315,198 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 349,280 $6.99M <0.01% +62,221 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 343,263 $6.87M 0.01% +67,535 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 332,300 $6.65M 1.35% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 277,184 $5.54M 0.1% +59,441 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 272,559 $5.45M 0.17% +14,791 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 257,601 $5.15M 0.2% -7,015 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 254,624 $5.09M 0.24% -12,132 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 242,026 $4.84M 0.01% -185,656 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 229,730 $4.59M 0.02% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 225,818 $4.52M <0.01% +5,800 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 211,400 $4.23M 0.01% +1,300 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 200,365 $4.01M 0.42% +40,221 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 190,934 $3.82M 0.01% -9,076 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 194,305 $3.74M <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 186,191 $3.72M 0.01% +27,327 13F-HR Timeline Group CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 184,105 $3.68M 0.23% -34,669 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 181,567 $3.63M 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 214,909 $3.59M 0.12% -284 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 175,813 $3.52M 1.94% +22,274 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 171,807 $3.44M 0.02% +3,872 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 159,000 $3.18M 0.76% -19,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 156,099 $3.12M <0.01% -41,044 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 150,000 $3M 0.04% +50,000 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 150,000 $3M 0.5% +50,000 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 147,907 $2.96M <0.01% +14,956 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 145,211 $2.9M <0.01% +6,164 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 138,476 $2.77M <0.01% -36,856 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 136,937 $2.74M 0.04% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 134,696 $2.69M <0.01% +1,541 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 130,382 $2.61M 0.49% -6,184 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 126,392 $2.53M <0.01% 0 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 123,688 $2.47M 0.38% -1,879 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 117,932 $2.36M 0.25% +4,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 115,155 $2.3M <0.01% -51,917 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 110,626 $2.21M 0.18% +1,843 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 107,166 $2.14M 0.45% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 106,595 $2.13M +11,483 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 101,863 $2.04M 0.01% -4,485 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 101,660 $2.03M 0.04% +9,260 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 101,023 $2.02M 0.03% -387,650 13F-HR/A Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 100,599 $2.01M 0.07% -146,510 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 95,397 $1.91M 0.33% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 93,538 $1.87M 0.03% -17,197 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 93,222 $1.86M 0.39% +2,872 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 92,330 $1.85M 0.72% +803 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 90,242 $1.8M 0.01% +11,638 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 86,274 $1.73M 0.07% +17,692 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 85,192 $1.7M 0.05% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 83,590 $1.67M 0.29% +375 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 81,154 $1.62M 0.63% +14,876 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 80,970 $1.62M 0.15% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 79,887 $1.6M 0.04% +31,670 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,070 $1.52M <0.01% +28,916 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 75,845 $1.52M 0.06% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 73,507 $1.47M 0.01% -5,280 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 70,376 $1.41M 0.78% -2,038 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 69,569 $1.39M 0.05% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 67,803 $1.36M 0.13% +2,522 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 66,909 $1.34M 0.03% +1,597 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 64,529 $1.29M <0.01% -751 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 63,583 $1.27M 0.13% 0 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 62,435 $1.25M <0.01% -3,601 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58,491 $1.17M 0.15% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 57,314 $1.15M 0.12% -27,222 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 57,232 $1.14M 0.03% +3 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,009 $1.14M <0.01% +19,402 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 54,310 $1.13M 0.14% -3,533,482 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 56,334 $1.13M 0.01% +2,891 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 54,624 $1.09M 0.07% +9,473 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 54,063 $1.08M 0.21% -2,405 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 52,780 $1.06M <0.01% +2,142 13F-HR/A Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 52,118 $1.04M 0.53% -11,286 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 50,500 $1.01M 0.86% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 49,306 $986K 0.08% -44,558 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 48,971 $979K 1.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,962 $959K 0.01% -16,892 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 47,707 $954K 0.01% +33,271 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 46,500 $930K 0.23% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,775 $895K 0.01% +4,656 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 43,984 $880K 0.13% +44 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,970 $879K <0.01% +10,412 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 43,696 $874K 0.01% +1,530 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 42,700 $854K 0.59% +33,400 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 41,850 $837K 0.07% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 41,132 $823K 0.31% -759 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 40,900 $818K 0.04% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 40,308 $806K 0.03% +1 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 39,279 $786K 0.94% -8,110 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 38,552 $771K 0.01% +15,189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 38,232 $765K 0.09% -10,478 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 37,346 $747K 0.34% +1,876 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,130 $723K <0.01% -154 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 34,947 $699K 0.01% new 13F-HR/A Timeline F/m Investments LLC More: the full row for F/m Investments LLC 34,686 $694K 0.03% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,618 $692K 0.02% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 34,150 $683K <0.01% -4,142 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,022 $680K <0.01% +2,536 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 33,940 $679K 0.14% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,626 $673K <0.01% +2,941 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 33,337 $667K <0.01% -20,900 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 33,334 $667K 0.1% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 33,048 $661K 0.01% -60,514 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 31,310 $626K 0.2% +2,229 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 31,160 $623K 0.47% -1,425 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 31,049 $621K <0.01% -3,616 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,199 $604K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 30,035 $601K 0.04% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29,667 $593K <0.01% -305 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 29,640 $593K 0.11% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,866 $577K 0.03% +911 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 28,450 $569K 0.22% +685 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,283 $566K 0.01% +6,874 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 28,105 $562K 0.08% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,088 $562K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 28,019 $560K 0.02% -3,926 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,839 $557K 0.01% -24 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 26,409 $528K 0.04% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 26,251 $525K <0.01% +980 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 25,802 $516K <0.01% -1,404 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,248 $505K 0.02% +159 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 25,235 $505K 0.07% +11,735 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,825 $502K 0.01% -3,019 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,878 $498K <0.01% +2,913 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,400 $488K 0.11% 0 13F-HR Timeline Ion Asset Management Ltd. 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