STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,791,661 $185M 0.17% -42,297 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/ 1,075,891 $111M 0.01% +754,665 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 774,400 $80M 2.88% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 376,631 $40.4M 1.86% +25,741 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 370,631 $38.3M 1.66% -4,462 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 328,911 $34M 0.01% -1,843 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 320,882 $33.2M <0.01% -39,901 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 307,332 $31.8M 0.19% -3,252 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 283,196 $29.3M 4.94% +77,244 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 263,723 $27.3M 0.03% +77,243 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 254,922 $26.4M 0.02% +12,262 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 238,866 $24.7M 0.49% -2,040 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 234,544 $24.2M 1.01% +10,936 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 213,680 $22.1M 1.74% +7,179 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 170,142 $17.6M 0.02% +151,972 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,845 $15.7M <0.01% +22,799 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 151,634 $15.7M 2.24% +604 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 120,848 $12.9M 2.19% -8,195 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 99,998 $10.3M 0.31% -2 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 90,663 $9.37M <0.01% -182,256 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 85,453 $8.83M 5.02% +4,869 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 85,344 $8.82M <0.01% -5,233 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 79,468 $8.28M 7.85% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 79,161 $8.18M <0.01% +54,118 13F-HR/A Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 76,810 $7.94M 4.27% +4,515 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 73,070 $7.55M 5.17% +2,281 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 64,070 $6.62M 1.81% -2,779 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 59,174 $6.12M 0.46% +1,148 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 54,740 $5.66M +12,270 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,038 $5.17M <0.01% +17,023 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 49,696 $5.14M <0.01% -489,653 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 49,511 $5.12M 0.34% +3,402 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 44,220 $4.57M 0.01% -31,369 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,200 $4.36M 0.01% +38,025 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 38,377 $3.97M 0.53% +13,268 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,762 $3.59M <0.01% +1,850 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,688 $3.59M 0.04% -89 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,094 $3.32M <0.01% -18,310 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 27,474 $2.84M 0.11% -1,647 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 25,638 $2.65M 1.64% -1,290 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 25,170 $2.6M 0.21% -20,468 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 25,162 $2.6M 0.01% -1,554 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,645 $2.55M 0.04% +2,534 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,560 $2.51M <0.01% -578 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 23,811 $2.46M 0.78% -389 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 23,623 $2.44M 0.25% +3,606 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,563 $2.44M <0.01% -8,341 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,342 $2.41M <0.01% -3,981 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,097 $2.08M <0.01% +760 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,923 $2.06M <0.01% +234 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 19,311 $2M 0.02% -495,949 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 266,283 $1.93M 0.04% -428,926 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 18,577 $1.92M 0.39% -78 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 17,330 $1.79M <0.01% -1,090 13F-HR Timeline Group Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 16,906 $1.75M 0.7% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,435 $1.7M 0.11% -95 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 16,000 $1.65M 0.06% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,463 $1.6M 0.28% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,239 $1.58M 0.04% new 13F-HR Timeline Group Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 15,158 $1.57M 1.18% -547 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,956 $1.55M 0.01% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,348 $1.48M 0.38% +34 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,044 $1.45M <0.01% +791 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,012 $1.35M <0.01% +1,360 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,640 $1.31M 0.37% +68 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 12,450 $1.29M 0.41% -200 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,468 $1.19M <0.01% +425 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,287 $1.17M 0.07% +2,887 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,611 $1.1M 0.02% -130 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,310 $1.07M 1.17% -52 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,974 $1.03M 0.13% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 9,860 $1.02M 0.47% +3,860 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,578 $990K 0.02% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,422 $974K 0.05% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,095 $971K 0.17% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,043 $935K 0.09% +3,408 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,010 $931K 0.02% -532 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 8,685 $898K 0.17% +5,952 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 8,599 $889K 0.74% -780 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,306 $859K <0.01% +1,530 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,237 $851K 0.59% +44 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,169 $844K 0.08% -215 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,086 $836K 0.02% 0 13F-HR/A Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,978 $825K 0.12% 0 13F-HR Timeline Group YHB Investment Advisors, Inc. 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More: the full row for Miller Capital Partners, Inc. 6,626 $685K 0.35% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,472 $669K <0.01% +1,350 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,426 $664K 0.07% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,848 $605K <0.01% +436 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,749 $594K 0.09% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,500 $569K 0.35% -100 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,249 $543K <0.01% -192 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,826 $499K 0.03% -13 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,525 $468K <0.01% +1 13F-HR/A Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,462 $461K 0.05% -188 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,327 $344K <0.01% +500 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,225 $333K 0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,946 $305K <0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,870 $297K <0.01% +270 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 2,754 $285K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,589 $268K <0.01% +532 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,573 $266K <0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,513 $260K <0.01% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,502 $259K 0.11% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,485 $257K 0.01% -3,880 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,466 $255K 0.07% +266 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,449 $253K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,383 $246K <0.01% +189 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,306 $238K 0.06% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,305 $238K 0.1% 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. 2,304 $238K <0.01% -3,500 13F-HR Timeline Group LCW Services, LLC More: the full row for LCW Services, LLC 2,182 $226K 0.12% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,128 $220K <0.01% -24 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,047 $212K <0.01% -524 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,027 $210K <0.01% +11 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,000 $207K <0.01% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,949 $201K 0.36% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,925 $199K <0.01% -389 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,650 $171K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,648 $170K 0.01% -9 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,500 $155K 0.02% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,448 $150K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,190 $123K <0.01% -996 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,111 $115K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,090 $113K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,038 $107K <0.01% -91 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 970 $100K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 749 $77.4K 0.07% +242 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 404 $41.8K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 275 $28.4K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 275 $28.4K <0.01% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 240 $24.8K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 213 $22K 0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 191 $20K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 165 $17.1K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 122 $12.6K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 100 $10.3K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 92 $9.64K 0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $8.58K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $5.17K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 40 $4.13K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30 $3.1K <0.01% 0 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 $1.76K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $1.14K <0.01% -39 13F-HR Timeline