ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 34,675,907 $1.34B 7.74% +851,420 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 24,211,254 $937M 0.16% -206,516 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,169,479 $355M 1.6% -1,241,086 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,268,227 $320M 0.05% -390,761 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 7,416,770 $287M 3.74% -513,655 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 6,794,472 $263M 10.44% +72,459 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,569,625 $254M 0.2% -88,492 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,692,788 $143M 0.03% +429,328 13F-HR Timeline Group KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 3,429,135 $133M 3.09% -1,146,352 13F-HR/A Timeline Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 2,232,943 $86.4M 0.07% -91,100 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,184,451 $84.5M 0.01% -667,870 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,925,950 $74.5M 3.02% -446,480 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,863,267 $72.1M <0.01% -493,020 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,808,402 $70M 0.5% -62,842 13F-HR/A Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,536,919 $59.5M 7.17% new 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 1,469,279 $56.9M 1.8% +42,092 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,467,506 $56.8M 8.1% 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/ 1,426,731 $55.2M <0.01% +122,463 13F-HR Timeline Group Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,358,380 $52.6M 4.25% +750 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,203,900 $46.6M 2.83% -129,724 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 985,718 $38.1M 9.44% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 970,302 $37.6M 0.04% +189,394 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 935,137 $36.2M 0.01% -119,830 13F-HR/A Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 904,361 $35M 0.04% +145,094 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 818,910 $31.7M 0.02% -158,444 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 809,284 $31.3M 0.06% -37,236 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 726,633 $28.1M 0.01% -41,861 13F-HR Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 585,704 $22.7M 0.01% -2,334 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 539,371 $20.9M 0.68% +101,400 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 533,500 $20.6M 0.01% +23,763 13F-HR Timeline Group FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 515,841 $20M -76,309 Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 472,420 $18.3M 0.37% +11,055 13F-HR Timeline RR Advisors, LLC More: the full row for RR Advisors, LLC 453,000 $17.5M 4.21% -13,000 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 374,364 $14.5M 0.02% -3,000 13F-HR Timeline Group Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 367,936 $14.2M 5.36% +600 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 327,105 $12.7M 1.78% +3,324 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 316,065 $12.2M 0.13% +3,869 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 311,118 $12M 2.6% -1,078 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 301,032 $11.6M 1.12% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 277,118 $10.7M <0.01% +18,324 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 274,479 $10.6M 2.92% 0 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 228,586 $8.85M 4.93% +813 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 208,252 $8.06M <0.01% -3,190 13F-HR/A Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 207,330 $8.02M 0.1% -6,241 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 205,000 $7.93M 3.74% new 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 187,568 $7.26M 0.03% +85,893 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 176,487 $6.83M <0.01% +110,000 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 176,323 $6.82M 0.21% -350 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 175,260 $6.78M 0.15% +10,664 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 157,099 $6.08M 0.11% +23,023 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 156,600 $6.06M 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 3 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 152,007 $5.88M -17,789 Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 142,430 $5.51M 0.32% +3,223 13F-HR Timeline Group NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 139,050 $5.38M 0.51% 0 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 137,495 $5.32M 0.18% -10,033 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 134,574 $5.21M 1.27% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 132,150 $5.11M 1.07% -29,500 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 131,361 $5.08M 0.07% +89,707 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 122,699 $4.75M 0.25% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 122,699 $4.75M 0.05% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 119,770 $4.64M 0.15% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 111,445 $4.31M 0.05% +91,862 13F-HR/A Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 108,000 $4.18M 1.71% 0 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 101,477 $3.93M 0.01% +3,625 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 99,017 $3.83M 0.11% +10,504 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 95,682 $3.7M 0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 94,024 $3.64M 0.08% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,419 $3.46M 0.01% +31,843 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 85,869 $3.32M 0.02% +852 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 83,713 $3.24M 0.02% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 82,091 $3.18M <0.01% -36,751 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 79,787 $3.09M 0.02% +51,012 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 75,374 $2.92M <0.01% -1,009 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 72,747 $2.9M 0.01% +12,545 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 73,551 $2.85M +15,156 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 71,789 $2.78M <0.01% -31,716 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 70,260 $2.72M 0.08% -15,010 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 68,044 $2.63M 0.02% +9,945 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 66,400 $2.57M 0.29% -3,900 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 65,167 $2.52M 0.27% +1,043 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 64,609 $2.5M 0.45% +32 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 64,519 $2.5M <0.01% -7,720 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 60,767 $2.35M 0.01% +1,045 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 60,075 $2.32M 1.22% +3,685 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 59,280 $2.29M 0.01% +6,136 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,692 $2.23M <0.01% +16,416 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 56,134 $2.17M 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 54,278 $2.1M <0.01% +932 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 53,322 $2.06M 0.07% +42,589 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51,068 $1.99M <0.01% -1,382 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 50,435 $1.95M <0.01% +5,359 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 47,697 $1.85M 0 Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 46,587 $1.8M 0.07% -2,710 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 45,774 $1.77M 0.07% +268 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,239 $1.75M <0.01% +10,814 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 44,944 $1.74M 0.28% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 44,920 $1.74M 0.06% +948 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 42,150 $1.63M 1.21% +1,000 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 41,724 $1.61M 0.01% +1,904 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 41,049 $1.59M 0.11% +10,468 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 40,294 $1.56M 0.09% +931 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 36,882 $1.43M 0.17% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,084 $1.4M <0.01% +8,754 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 35,725 $1.38M 0.01% -1,109 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 34,031 $1.32M 0.02% -5,220 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 33,915 $1.31M 0.28% +2,195 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 33,723 $1.31M 0.01% +445 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 33,674 $1.3M 0.94% -272 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 33,680 $1.3M 0.04% +9,323 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,337 $1.29M 0.01% +10 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,469 $1.26M 0.03% +3,007 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 31,004 $1.2M 0.46% +1,284 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30,500 $1.18M 0.03% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,540 $1.14M 0.01% -4,945 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,508 $1.14M <0.01% +3,025 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 29,180 $1.13M 0.01% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 28,325 $1.1M 0.38% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 26,490 $1.03M <0.01% 0 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,382 $1.02M 0.02% +269 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,343 $1.02M 0.05% +17,055 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 25,748 $996K 0.05% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,003 $968K <0.01% +7,032 13F-HR Timeline Group AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 25,000 $968K 0.36% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 24,871 $963K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24,756 $958K 0.01% 0 13F-HR Timeline Group SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 24,177 $936K 1.69% 0 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,598 $904K 0.03% +573 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 23,029 $891K 0.01% +1,298 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,592 $874K <0.01% +437 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,492 $870K 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 22,165 $858K 0.41% +2,370 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 22,209 $857K 0.29% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,438 $830K <0.01% -96,385 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 21,000 $813K 0.38% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 19,132 $740K 0.13% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 18,272 $707K 0.07% -88 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,223 $705K 0.09% +82 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 17,466 $676K 0.39% new 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,390 $673K <0.01% +8,079 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,352 $667K 0.01% +7,352 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,713 $647K 0.06% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 15,648 $606K 0.53% +2,847 13F-HR/A Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 15,602 $604K <0.01% +2,625 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 15,158 $587K 0.01% +1,049 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 15,122 $585K 0.3% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,665 $529K 0.01% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 13,450 $521K 0.04% -5,400 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 13,301 $515K 0.05% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,915 $500K 0.02% +142 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,457 $482K 0.01% +1,208 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,407 $480K <0.01% -5,984 13F-HR/A Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,068 $467K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,023 $465K <0.01% +6,097 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 11,600 $449K 0.34% 0 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,326 $438K 0.01% +2,306 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,189 $433K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,965 $424K 0.01% +2,497 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,951 $424K 0.06% +736 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,757 $416K 0.01% +459 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,606 $410K 0.03% +257 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,360 $401K 0.05% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,340 $400K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,793 $399K 0.01% +3,633 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $387K 0.18% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 9,874 $382K 5.84% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,717 $376K <0.01% -357,613 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 9,716 $376K 0.01% +456 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,651 $374K <0.01% new 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 9,337 $361K <0.01% +462 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,096 $352K 0.03% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,070 $351K 0.03% +4,000 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,558 $349K 0.01% -8,227 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,577 $332K 0.11% +76 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 8,525 $330K <0.01% +512 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,500 $329K 0.02% +3,500 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,000 $310K 0.15% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,945 $307K <0.01% 0 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,700 $298K 0.06% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,664 $297K 0.01% +155 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,596 $294K <0.01% +152 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,450 $288K 0.01% 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 7,391 $286K <0.01% +257 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,373 $285K 0.03% +80 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,932 $268K 0.12% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,884 $266K 0.08% new 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,878 $266K <0.01% +999 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,768 $262K <0.01% -68 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,718 $260K <0.01% -59 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,645 $257K <0.01% -4,184 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,618 $256K <0.01% -42,363 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,300 $254K 0.02% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,400 $248K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,350 $246K 0.2% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,300 $244K 0.03% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 6,176 $239K 0.07% +500 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,150 $238K <0.01% +69 13F-HR Timeline Group Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 6,100 $236K 0.09% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,000 $232K <0.01% -400 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,000 $232K 0.13% +4,000 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,993 $232K <0.01% 0 13F-HR Timeline