STONE POINT CAPITAL LLC More: the full row for STONE POINT CAPITAL LLC 5,822,728 $51.7M 4.22% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 847,871 $7.58M 4.98% +843,716 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 847,871 $7.58M 4.98% +843,716 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 619,399 $5.5M 0.34% +65,893 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 567,610 $5.04M 0.18% +82,367 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 447,687 $3.98M <0.01% -36,290 13F-HR/A Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 334,800 $2.97M 1.04% -115,644 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 246,876 $2.19M <0.01% +80,616 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 243,338 $2.16M 0.07% +5,788 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 229,468 $2.04M <0.01% 13F-HR/A Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 222,083 $1.97M 0.07% +46,006 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 206,667 $1.84M 0.62% -17,836 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 206,460 $1.83M 0.59% +82,061 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 195,418 $1.74M +83,716 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 191,039 $1.7M 0.13% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 182,235 $1.62M 0.66% +54,903 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 160,790 $1.43M <0.01% +147,685 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 157,967 $1.4M 0.45% -147,984 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 154,307 $1.37M 0.02% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. 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COLE ADVISORS, INC. 151,809 $1.35M 0.05% +42,035 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 125,192 $1.11M <0.01% +160 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 122,636 $1.09M 0.64% -54,856 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 109,495 $972K 0.33% -38,038 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 103,691 $921K <0.01% +1,666 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 97,105 $862K <0.01% +19,730 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 94,596 $840K <0.01% +10,024 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 94,508 $839K 0.19% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 85,323 $758K <0.01% +2,191 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 76,676 $681K 0.04% -1,223 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 76,550 $680K 0.22% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,939 $603K <0.01% new 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 67,052 $595K 0.01% -37,398 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 64,769 $591K 0.02% -27,155 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 57,177 $508K <0.01% +26,990 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 53,704 $477K 0.2% -870 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for AMERIFLEX GROUP, INC. 8,000 $70.2K 0.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,500 $66.6K <0.01% +1,000 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,123 $54.4K 0.01% +343 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5,060 $44.9K 0.02% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,800 $42.6K <0.01% -4,436 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for Cape Investment Advisory, Inc. 1,879 $16.7K 0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,500 $13.4K <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. 1,400 $12.4K <0.01% 0 13F-HR Timeline Group AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,396 $12K 0.01% +62 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $11.5K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 969 $8.61K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 824 $7.32K <0.01% +37 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $6.66K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 550 $4.88K <0.01% -515 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 400 $3.55K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 305 $2.71K <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 215 $1.91K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 200 $1.78K <0.01% new 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 100 $870 <0.01% -2,034 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22 $195 <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 11 $98 <0.01% +3 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2 $14 <0.01% -1,599 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $9 <0.01% -1 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.