STONE POINT CAPITAL LLC More: the full row for STONE POINT CAPITAL LLC 5,822,728 $38.5M 14.32% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,712,383 $11.3M <0.01% +33,874 13F-HR/A Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 853,592 $5.64M 2.55% +345,483 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 816,964 $5.4M 0.28% +76,781 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 633,333 $4.97M 3.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 363,681 $2.4M 0.08% -82,694 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 332,853 $2.2M 0.07% +69,928 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 313,206 $2.07M 0.13% -6,498 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 310,845 $2.05M 0.05% +54,043 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 307,852 $2.03M <0.01% +17,859 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 306,809 $2.03M 0.04% +11,940 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 302,122 $2M 0.57% +65,616 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 266,406 $1.76M +24,885 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 182,549 $1.21M <0.01% +10,958 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 172,004 $1.14M <0.01% +11,327 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 153,907 $1.02M <0.01% +74,433 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 141,674 $936K <0.01% +5,493 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 131,350 $868K 0.46% +16,629 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 129,908 $859K <0.01% -15,135 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 126,838 $838K <0.01% +12,017 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 117,808 $798K <0.01% +18,286 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 99,263 $656K <0.01% -31,364 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 84,543 $559K <0.01% -15,588 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 84,531 $559K 0.19% +18,297 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 78,430 $518K <0.01% +59,691 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 68,300 $451K 0.12% -11,766 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 67,052 $443K <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 66,777 $441K 0.01% +24,952 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 55,719 $368K 0.06% +3,735 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 40,888 $270K 0.07% -35,359 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 40,293 $266K <0.01% new 13F-HR/A Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 36,626 $242K 0.06% -412 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 32,994 $218K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,812 $217K <0.01% +12,701 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 31,365 $207K 0.06% +4,143 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,187 $200K <0.01% 0 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 29,814 $197K 0.01% +7,639 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,357 $187K <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 27,415 $181K 0.01% +803 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,033 $170K <0.01% -28,979 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,269 $160K <0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 23,475 $155K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,662 $150K <0.01% +1,312 13F-HR Timeline Group CastleKnight Management LP More: the full row for CastleKnight Management LP 22,400 $148K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,350 $148K <0.01% +7,900 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,800 $131K <0.01% -2,500 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,685 $130K 0.01% -500 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,095 $126K <0.01% +500 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,802 $118K <0.01% +1,141 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,721 $111K <0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,689 $110K <0.01% -12,900 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,352 $108K <0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,085 $106K <0.01% +1,476 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,000 $99.2K <0.01% 0 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 14,900 $98.5K 0.08% -700 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,820 $98K <0.01% +2,269 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,667 $97K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 14,043 $92.8K <0.01% new 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,000 $85.9K <0.01% +755 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,545 $82.9K 0.02% +1,706 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,373 $81.8K 0.01% -28 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 12,000 $79.3K <0.01% 0 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 11,144 $73.7K 0.06% +645 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,000 $72.7K 0.01% +4,000 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,518 $69.5K <0.01% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,500 $69.4K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,300 $68.1K <0.01% +6,600 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,100 $66.8K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,077 $66.6K <0.01% +4,104 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,000 $66.1K <0.01% +1,750 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,000 $66.1K <0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $66.1K 0.03% new 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 $60.2K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,123 $40.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,600 $37K <0.01% new 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,500 $36.4K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,000 $33K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,440 $29.3K <0.01% +2,440 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,202 $27.8K <0.01% -323 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,950 $26.1K <0.01% -4,299 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,711 $24.5K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,400 $22.5K <0.01% -600 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,200 $21.2K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,978 $19.7K <0.01% -19,282 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,855 $18.9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,650 $17.5K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,645 $17.5K <0.01% -22,299 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,598 $17.2K <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 2,378 $16K <0.01% +807 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,905 $12.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,814 $12K 0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,750 $11.6K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $8.59K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,158 $7.66K <0.01% +86 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,058 $7K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,000 $6.61K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 970 $6.41K <0.01% +57 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $4.96K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 300 $1.98K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 225 $1.49K <0.01% -149 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 200 $1.32K <0.01% +100 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $1.32K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 160 $1.06K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $661 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 80 $529 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 50 $331 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $9 <0.01% -1 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 423,570 $568 +122,470 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.