STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 967,089 $95.9M 0.09% -664,450 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 821,648 $81.4M 0.07% +361,771 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 774,400 $76.8M 3.04% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 692,000 $68.6M <0.01% 0 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/ 540,420 $53.6M <0.01% -316,247 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 498,781 $49.4M <0.01% +469,888 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 415,915 $41.2M 0.89% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 411,470 $40.8M 1.92% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 388,029 $38.5M 1.16% +22,449 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 352,404 $34.9M 0.01% -11,027 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 340,661 $33.8M 1.82% -141,383 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 324,915 $32.2M <0.01% +84,250 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 313,583 $31.1M 0.22% -3,801 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 309,692 $30.7M 3.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 253,601 $25.1M 0.02% +143,675 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 204,117 $20.2M 1.89% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 197,975 $19.6M 0.88% +6,028 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 167,099 $16.6M 0.06% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 162,220 $16.1M 2.53% +7,702 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 157,669 $15.6M 0.02% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 119,252 $11.2M 2.39% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 111,932 $11.1M <0.01% -53,978 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 106,400 $10.5M 0.81% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 104,059 $10.3M <0.01% -17,403 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 95,269 $9.44M 0.02% +75,501 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 83,183 $8.25M <0.01% +67,617 13F-HR Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 76,630 $7.6M 4.61% -4,322 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 69,541 $6.89M 5.17% +3,380 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 69,344 $6.87M 4.44% +11,763 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 68,290 $6.77M 1.87% -6,475 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 57,480 $5.7M 0.51% +1,486 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 53,503 $5.1M 0.45% +8,420 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 49,430 $4.9M 0.01% +1,414 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 45,269 $4.49M 0.72% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,560 $4.22M 0.01% -5,756 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 41,844 $4.15M 0.37% +2,784 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 35,165 $3.49M <0.01% -1,134 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,780 $3.25M 0.07% +156 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,943 $3.17M <0.01% -280 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,739 $3.15M <0.01% +15,197 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,263 $3M <0.01% +10,397 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 29,507 $2.92M 0.13% +20,068 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,791 $2.85M <0.01% -365 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 26,262 $2.6M 1.67% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,270 $2.45M <0.01% +2,162 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 23,612 $2.34M 0.93% -748 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 22,349 $2.22M 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,261 $2.13M 0.03% +17,606 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 19,400 $1.92M <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 19,086 $1.89M <0.01% +886 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,718 $1.86M 0.42% +6,177 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,686 $1.75M <0.01% +320 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 16,990 $1.68M 0.28% +9,412 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 16,260 $1.61M 1.34% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,530 $1.55M 0.13% -200 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,956 $1.48M 0.01% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,349 $1.42M 0.41% +508 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,165 $1.4M 0.11% +7,410 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,650 $1.35M <0.01% +227 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 12,731 $1.26M 0.41% -38 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,706 $1.26M 0.07% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,518 $1.24M 0.41% -58 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 12,490 $1.24M 0.65% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,407 $1.22M <0.01% +1,423 13F-HR Timeline Group 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 $1.19M 0.02% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,618 $1.15M <0.01% -20,906 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,733 $1.06M 0.02% +7 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,268 $1.02M 0.01% -10,985 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 10,084 $1000K 0.84% +4,939 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,974 $989K 0.13% -1,012 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 9,746 $966K 1.12% +137 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,520 $944K 0.02% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,422 $934K 0.05% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,209 $913K 0.03% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,095 $912K 0.24% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,996 $892K 0.01% +5 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,400 $833K 0.06% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,158 $809K 0.66% -5,608 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,086 $801K 0.03% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,034 $796K 0.08% +1,989 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,978 $791K 0.14% 0 13F-HR/A Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,700 $763K 0.06% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,771 $671K <0.01% -382 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,701 $664K 0.03% +3,813 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 6,589 $653K 0.44% -151 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,426 $637K 0.09% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,000 $595K 0.3% +1,200 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,951 $578K <0.01% -1,855 13F-HR/A Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,804 $575K <0.01% 0 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,749 $570K 0.1% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,600 $555K 0.42% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,500 $545K <0.01% -1,224 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,896 $485K 0.07% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,837 $479K 0.03% -7 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,833 $479K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,761 $472K 0.06% -316 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,737 $470K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,476 $444K <0.01% +157 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,427 $439K <0.01% -215 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,160 $412K <0.01% -595 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,043 $401K 0.04% +586 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,593 $356K 0.01% new 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) 3,538 $351K 0.01% -5,120 13F-HR Timeline Group Goodman Financial Corp More: the full row for Goodman Financial Corp 3,435 $340K 0.07% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,327 $330K <0.01% +1,860 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,946 $292K <0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,754 $273K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,623 $260K <0.01% -560 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,604 $258K 0.06% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,600 $258K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,571 $255K <0.01% -1,119 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,513 $249K <0.01% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,449 $243K 0.01% +83 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,314 $229K <0.01% -1,135 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,306 $229K 0.06% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,290 $227K 0.01% -158 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,233 $221K 0.01% -98 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,208 $219K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,152 $213K <0.01% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,120 $210K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $198K 0.08% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,500 $149K 0.02% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,245 $123K <0.01% +23 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,090 $108K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 507 $50.3K 0.05% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 348 $34.5K <0.01% new 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 238 $23.6K 0.03% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 212 $21K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 205 $20.3K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 165 $16.4K 0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 116 $12K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 103 $10.2K <0.01% +54 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 100 $9.91K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $8.23K <0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 44 $4.36K <0.01% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30 $2.97K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19 $1.88K <0.01% -486 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $793 <0.01% 0 13F-HR Timeline 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. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 303,271 $22.8K +300,046 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.