STONE POINT CAPITAL LLC More: the full row for STONE POINT CAPITAL LLC 5,822,728 $44.6M 5.7% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,678,509 $12.9M <0.01% +1,254,859 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 740,183 $5.67M 0.33% +54,226 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 508,109 $3.89M 2.06% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 508,109 $3.89M 2.06% -301,175 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 446,375 $3.42M 0.12% -298,896 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 319,704 $2.45M 0.16% +11,508 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 294,869 $2.26M 0.05% +28,354 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 289,993 $2.22M <0.01% -5,807 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 301,100 $2.08M 0.17% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 262,925 $2.01M 0.07% -87,689 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 256,802 $1.97M 0.05% +11,364 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 255,502 $1.96M 0.64% +16,289 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 241,521 $1.85M +41,081 Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 236,506 $1.81M 0.61% -7,910 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 171,591 $1.31M <0.01% +45,132 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 160,677 $1.23M <0.01% +144,105 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 145,043 $1.11M <0.01% -89,280 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 136,181 $1.04M <0.01% +30,375 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 130,627 $1M <0.01% +59,881 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 114,821 $880K <0.01% +10,089 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 114,721 $879K 0.45% -319 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 100,131 $767K <0.01% +10,385 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 99,522 $762K <0.01% +37,859 13F-HR/A Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 99,029 $759K 0.06% -18,275 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 80,066 $613K 0.18% +958 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 79,474 $609K <0.01% +43,208 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 76,247 $584K 0.18% -25,190 13F-HR/A Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 67,052 $514K 0.01% 0 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 66,234 $507K 0.19% +26 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 53,050 $406K 0.09% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 56,012 $400K 0.01% -2,140 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 51,984 $398K 0.08% +135 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 44,952 $344K 0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 41,825 $320K 0.01% +22,465 13F-HR Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 37,038 $284K 0.07% -1,150 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 32,994 $253K 0.02% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,187 $231K <0.01% 0 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,589 $227K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,357 $217K 0.01% +2,382 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 27,222 $210K 0.08% -80,940 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 26,902 $206K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 26,612 $204K 0.01% +1,007 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 24,944 $191K 0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,269 $186K <0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 23,475 $180K 0.03% 0 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 22,400 $172K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,300 $171K <0.01% -347 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,260 $171K <0.01% +19,282 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,175 $170K 0.01% +1,040 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,350 $164K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,185 $155K 0.01% +1,969 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,111 $154K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,744 $144K <0.01% +2 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,739 $144K <0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,595 $142K <0.01% -333 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 17,800 $136K 0.08% -14,800 13F-HR Timeline Nadler Financial Group, Inc. 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More: the full row for Compound Planning, Inc. 14,609 $112K <0.01% +658 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,450 $111K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,608 $104K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 12,626 $96.7K 0.04% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,551 $96.1K <0.01% new 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,401 $95K 0.01% +572 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,245 $93.8K <0.01% +643 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 12,000 $91.9K <0.01% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,839 $83K 0.02% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,667 $81.7K 0.04% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,500 $80.4K 0.01% 0 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 10,499 $80.4K 0.07% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,000 $76.6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,249 $73.2K 0.01% +667 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,100 $69.7K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,504 $65.1K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,250 $63.2K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,000 $53K <0.01% +3,000 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,123 $46.9K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,973 $45.8K <0.01% +2,918 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,500 $42.1K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,525 $34.7K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,275 $32.7K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,000 $30.6K <0.01% -1 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,711 $28.4K <0.01% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,700 $28.3K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,200 $24.5K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,855 $21.9K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,726 $20.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,650 $20.3K <0.01% -1,650 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,000 $15.3K <0.01% new 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,905 $14.6K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,815 $13.9K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,571 $13K <0.01% new 13F-HR/A Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $9.96K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,072 $8.21K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 913 $7K <0.01% +48 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $5.75K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 619 $4.74K <0.01% -2,973 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 374 $2.87K <0.01% +335 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $1.53K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 160 $1.23K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $769 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 100 $766 <0.01% 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% 0 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. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 100 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.