Next Capital Management LLC More: the full row for Next Capital Management LLC 3,130,285 $10.5M 2.84% +80,738 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,617,445 $8.79M <0.01% +408,718 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,375,549 $7.98M <0.01% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,096,604 $7.04M <0.01% +829,757 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,350,343 $4.54M <0.01% +511,920 13F-HR Timeline ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 1,054,771 $3.54M 0.15% +509,802 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 899,089 $3.02M 0.2% -397,464 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 807,365 $2.71M <0.01% +47,643 13F-HR Timeline Group Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 702,234 $2.36M 0.16% +324,508 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 669,081 $2.24M <0.01% +3,417 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 591,808 $1.99M 0.04% +26,817 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 458,399 $1.54M <0.01% +5,000 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 410,100 $1.38M <0.01% 0 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/ 398,785 $1.34M <0.01% +277,993 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 332,397 $1.12M <0.01% -358,553 13F-HR Timeline Group GatePass Capital, LLC More: the full row for GatePass Capital, LLC 283,070 $951K 0.36% +5,850 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 279,505 $939K <0.01% 0 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 279,505 $939K 0.32% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 263,710 $886K 0.15% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 258,829 $870K 0.2% +11,514 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 245,000 $823K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,199 $548K <0.01% +156,355 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 121,960 $410K <0.01% -330,914 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 100,645 $338K 0.03% +20,000 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 99,975 $334K <0.01% +7,460 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 89,861 $302K <0.01% -24,111 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 89,738 $302K 0.03% +211 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 89,644 $301K 0.02% -877 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 88,994 $299K <0.01% -55,586 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 85,000 $286K 0.07% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,907 $285K <0.01% +57,462 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 74,399 $250K <0.01% -2,030 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 69,309 $233K <0.01% +3,454 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 58,513 $197K 0.19% +3,985 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 52,719 $177K <0.01% -13,158 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 51,900 $174K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 50,610 $170K <0.01% +2,952 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,222 $169K <0.01% -8,283 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 47,829 $161K <0.01% -13,825 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 47,500 $160K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 43,227 $145K 0.01% -4,080 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 43,200 $145K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 40,872 $137K <0.01% -13,075 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 40,743 $137K <0.01% new 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 38,587 $130K 0.02% 0 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,423 $112K <0.01% -6,387 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,522 $95.8K <0.01% +255 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,632 $86.1K <0.01% +191 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 25,371 $85.2K 0.06% +724 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 25,206 $84.7K <0.01% new 13F-HR Timeline Group SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 24,717 $83K 0.33% new 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 24,717 $83K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,122 $81K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 23,998 $80.6K <0.01% +9,283 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,089 $70.9K <0.01% +576 13F-HR Timeline Group EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 20,829 $70K 0.04% +1,022 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,864 $63.4K <0.01% -47,932 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 15,900 $53.4K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,705 $49K <0.01% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 14,417 $48.4K 0.05% +3,319 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,300 $48K <0.01% -2,000 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,200 $47.7K <0.01% -279 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,136 $47.5K 0.01% -857 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,114 $47.4K <0.01% +2,468 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,301 $44.7K <0.01% -7,778 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,000 $43.7K <0.01% +154 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,580 $42.3K <0.01% new 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,500 $42K 0.01% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 12,500 $42K 0.02% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 12,400 $41.7K <0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 12,000 $40.3K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,812 $39.7K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,576 $39K <0.01% -8,419 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,000 $33.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,589 $32.2K <0.01% -641 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,849 $29.7K <0.01% +3,777 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 7,350 $24.7K 0.01% +354 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,165 $17.4K <0.01% +211 13F-HR Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,070 $13K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,869 $13K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,517 $8.46K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,000 $6.72K <0.01% -2,200 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,000 $6.72K <0.01% -12,000 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,844 $6.2K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,815 $5.88K <0.01% -170 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,697 $5.7K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,609 $5.41K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,334 $4.48K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,205 $4.05K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,148 $3.86K <0.01% +56 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 770 $2.59K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 750 $2.52K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 667 $2.24K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 623 $2.09K <0.01% +267 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $2.02K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 600 $2.02K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 538 $1.81K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 417 $1.4K <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 417 $1.4K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 292 $1.01K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 215 $743 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 208 $699 <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 200 $672 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 93 $312 <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 80 $269 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 73 $245 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 58 $196 <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 42 $141 <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 26 $87 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $24 <0.01% new 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3 $10 <0.01% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3 $10 <0.01% -188 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1 $5 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $2 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.