STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,833,958 $189M 0.17% +866,869 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 774,400 $79.7M 2.97% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 539,349 $55.5M <0.01% +40,568 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 515,260 $53.1M 0.71% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 695,209 $46.1M 0.9% +279,294 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 375,093 $38.6M 1.76% -36,377 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 360,783 $37.1M <0.01% +35,868 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 350,890 $36.1M 1.81% +10,229 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 330,754 $34.1M 0.01% -21,650 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/ 321,226 $33.1M <0.01% -219,194 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 310,584 $32M 0.2% -2,999 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 272,919 $28.1M <0.01% -419,081 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 242,660 $25M 0.02% -10,941 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 240,906 $24.8M 0.61% -147,123 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 223,608 $23M 0.98% +25,633 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 206,501 $21.3M 1.85% +2,384 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 205,952 $21.2M 3.38% -103,740 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 186,480 $19.2M 0.02% +28,811 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 151,030 $15.6M 2.28% -11,190 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 129,046 $13.3M <0.01% +17,114 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 129,043 $13.3M 2.35% +9,791 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 100,000 $10.3M 0.45% -6,400 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 90,577 $9.33M <0.01% -13,482 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 80,584 $8.3M 4.97% +11,240 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 75,589 $7.78M 0.01% -19,680 13F-HR Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 72,295 $7.44M 4.23% -4,335 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 70,789 $7.29M 5.14% +1,248 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 66,849 $6.88M 1.84% -1,441 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 58,026 $5.97M 0.48% +546 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 53,067 $5.46M 0.8% +7,798 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,404 $5.19M 0.01% +974 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 46,109 $4.75M 0.33% -7,394 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 45,638 $4.7M 0.39% +3,794 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 42,470 $4.37M <0.01% +7,305 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,777 $3.58M 0.05% +1,997 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,015 $3.4M <0.01% +1,072 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,912 $3.39M 0.01% +26,961 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,904 $3.29M <0.01% +165 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 29,121 $3M 0.12% -386 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,323 $2.81M <0.01% -1,468 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 26,928 $2.77M 1.66% +666 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 26,716 $2.75M 0.01% +4,367 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 25,109 $2.59M 0.37% +8,119 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 25,043 $2.58M <0.01% -58,140 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 24,200 $2.49M 0.88% +588 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,138 $2.49M <0.01% -132 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,111 $2.28M 0.03% +850 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 21,390 $2.2M 0.12% +14,689 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 20,017 $2.06M 0.2% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,689 $2.03M <0.01% -22,871 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 19,337 $1.99M <0.01% +251 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,655 $1.92M 0.4% -63 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 18,420 $1.9M <0.01% -980 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,170 $1.87M <0.01% +484 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 16,000 $1.65M 0.06% +11,263 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 15,705 $1.62M 1.25% -555 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,530 $1.55M 0.13% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,956 $1.54M 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,512 $1.49M 0.11% +347 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,314 $1.48M 0.39% -35 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,253 $1.36M <0.01% -397 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,960 $1.33M 0.07% +254 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 12,650 $1.3M 0.43% -81 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,572 $1.29M 0.39% +54 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 $1.24M 0.02% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,652 $1.2M <0.01% +34 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 11,534 $1.19M 0.72% -956 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,043 $1.13M <0.01% -1,364 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,741 $1.11M 0.02% +8 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,362 $1.07M 1.18% +616 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,974 $1.03M 0.13% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,542 $983K 0.02% +22 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,422 $970K 0.05% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 9,379 $966K 0.76% -705 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,095 $944K 0.19% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,002 $927K 0.01% +6 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,400 $865K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,384 $863K 0.08% +350 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,193 $844K 0.62% +35 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,086 $833K 0.02% 0 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,978 $821K 0.13% 0 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,700 $793K 0.06% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,776 $698K <0.01% +5 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 6,614 $681K 0.43% +25 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,426 $662K 0.09% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,365 $655K 0.02% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,000 $618K 0.29% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,974 $615K 0.03% new 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 $598K <0.01% 0 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,749 $592K 0.09% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,635 $580K 0.06% +1,592 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,600 $577K 0.38% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,441 $560K <0.01% -59 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,412 $557K <0.01% +936 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,122 $527K <0.01% +962 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,896 $504K 0.06% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,839 $498K 0.03% +2 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,650 $479K 0.05% -111 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,524 $466K <0.01% new 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,217 $434K 0.02% +624 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,175 $430K <0.01% -26,088 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,254 $335K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,946 $303K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,827 $291K <0.01% -500 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,754 $284K 0.02% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 2,733 $281K 0.05% -702 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,697 $278K 0.06% +93 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,600 $268K <0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,573 $265K <0.01% -50 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,571 $265K <0.01% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,513 $259K <0.01% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,502 $258K 0.11% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,449 $252K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,314 $238K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,306 $237K 0.06% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,200 $227K 0.06% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,194 $226K <0.01% -14 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,186 $225K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,152 $222K <0.01% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,123 $219K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,057 $212K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,016 $208K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $206K 0.08% 0 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,949 $201K 0.41% 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) 1,773 $183K 0.01% -1,765 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,657 $171K 0.01% -633 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,500 $154K 0.02% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,320 $136K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,129 $116K <0.01% -116 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,111 $114K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,090 $112K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 507 $52.1K 0.05% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 404 $41.6K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 265 $27.3K <0.01% +60 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 263 $27.1K <0.01% -85 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 250 $25.7K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 191 $20K 0.01% +75 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 165 $17K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 134 $13.8K <0.01% +31 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 100 $10.3K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 85 $8.75K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $8.55K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50 $5.15K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 40 $4.12K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30 $3.09K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 23 $2.37K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19 $1.96K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 17 $1.75K <0.01% +9 13F-HR Timeline