STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,631,539 $153M 0.16% +773,992 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 856,667 $80.2M 0.01% +314,472 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 774,400 $72.5M 3.19% +63,450 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 692,000 $64.8M <0.01% +490 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 482,044 $45.1M 2.64% +66,883 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 459,877 $42.8M 0.04% -17,880 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 365,580 $34.2M 1.3% +9,531 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 363,431 $34M 0.01% +6,584 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 317,384 $29.7M 0.24% -7,220 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 240,665 $22.5M <0.01% -44,244 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 191,947 $18M 0.89% -11,884 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 167,099 $15.6M 0.06% +10,391 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 165,910 $15.5M 0.01% +73,860 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 154,518 $14.5M 2.47% +4,325 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 121,462 $11.4M <0.01% -74,102 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 119,252 $11.2M 2.39% +556 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 109,926 $10.3M 0.01% +93,934 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 106,400 $9.96M 0.4% new 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 80,952 $7.58M 4.84% +4,060 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 74,765 $7M 2.22% -2,282 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 66,161 $6.19M 5.01% +2,237 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 57,581 $5.39M 4.45% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 55,994 $5.24M 0.54% +28,513 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 53,076 $4.97M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,141 $4.69M 0.01% new 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,316 $4.52M 0.01% +13,260 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,016 $4.49M 0.01% -6,707 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 45,083 $4.22M 0.38% -8,420 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39,060 $3.66M 0.35% +14,901 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 36,299 $3.4M <0.01% +4,533 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,624 $3.06M 0.08% +4,130 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 32,524 $3.04M 0.01% -3,061 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 32,223 $3.02M <0.01% -6,587 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,156 $2.73M <0.01% +913 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,893 $2.7M <0.01% +1,504 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 24,360 $2.28M 0.94% +2,694 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,108 $2.07M <0.01% +604 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 21,253 $1.99M 0.01% +13,978 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,866 $1.86M <0.01% -27,859 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,768 $1.85M <0.01% -47,801 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 19,400 $1.82M <0.01% 0 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 18,827 $1.76M 0.73% -8 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,200 $1.7M <0.01% +763 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,366 $1.63M <0.01% +1,186 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,730 $1.57M 0.12% +560 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,542 $1.55M <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,566 $1.46M <0.01% -99,526 13F-HR/A Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 13,766 $1.28M 1.14% -338 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,423 $1.26M <0.01% -1,628 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 13,841 $1.24M 0.41% +6,920 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 12,769 $1.2M 0.42% -1,204 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,576 $1.18M 0.44% -1,984 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 12,541 $1.17M 0.29% +52 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,000 $1.12M 0.02% 0 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 10,986 $1.03M 0.15% -939 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,984 $1.02M <0.01% +10,139 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,726 $1M 0.02% +7 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 9,609 $899K 1.14% +902 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 9,439 $883K 0.05% +6,835 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,422 $882K 0.05% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,991 $842K 0.01% +131 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,658 $810K 0.02% +7,294 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,086 $757K 0.03% 0 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,095 $754K 0.25% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,978 $747K 0.14% +548 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 7,898 $739K 0.04% -256 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,806 $731K <0.01% +5,503 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,700 $721K 0.06% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,578 $709K 0.15% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,153 $669K <0.01% +1,284 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,755 $632K 0.05% +2,389 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,740 $631K 0.46% +22 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,724 $629K <0.01% +723 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,045 $566K 0.06% +371 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,804 $543K <0.01% 0 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,600 $524K 0.44% -600 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 5,145 $482K 0.44% -2,408 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,077 $475K 0.06% +77 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,896 $458K 0.07% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,844 $453K 0.03% -58 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,833 $452K 0.01% +1 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,755 $445K <0.01% +761 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,737 $443K 0.02% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,800 $440K 0.25% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,642 $434K <0.01% +42 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,319 $404K <0.01% +1,168 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 3,690 $345K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,655 $342K 0.01% +150 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,457 $324K 0.03% +797 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,449 $323K <0.01% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,225 $302K 0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,183 $298K <0.01% -310 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,946 $276K <0.01% -508 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,888 $270K 0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,600 $243K <0.01% 0 13F-HR/A Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,513 $235K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,448 $229K 0.01% -180 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,366 $221K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,331 $218K 0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,306 $216K 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,287 $214K <0.01% +6 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $187K 0.08% -580 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,500 $140K 0.02% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,467 $137K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,222 $114K <0.01% -361 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,090 $102K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 505 $47.3K <0.01% -7,863 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 488 $45.7K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 475 $44.5K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 238 $22.3K 0.02% -237 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 231 $21.6K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 205 $19.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 200 $18.2K <0.01% -542 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 118 $11K <0.01% -7 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $7.77K <0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 58 $5.38K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 49 $4.67K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 30 $2.81K <0.01% +12 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16 $1.5K <0.01% 0 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $749 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -300 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.