STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,072,745 $211M 0.19% +281,084 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/ 1,069,198 $109M 0.01% -6,693 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 774,400 $78.8M 2.92% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 383,497 $39M 1.86% +6,866 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 369,074 $37.6M 1.61% -1,557 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 337,383 $34.3M <0.01% +16,501 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 313,466 $31.9M 0.01% -15,445 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 295,476 $30.1M 0.18% -11,856 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 283,886 $28.9M 4.72% +690 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 278,805 $28.4M 0.02% +23,883 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 269,691 $27.4M 0.01% +117,846 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 264,412 $26.9M 0.03% +689 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 251,323 $25.6M 0.42% +12,457 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 248,620 $25.3M 1.09% +14,076 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 207,072 $21.1M 1.47% -6,608 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 176,282 $17.9M 0.02% +6,140 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 168,198 $17.1M <0.01% +82,854 13F-HR/A Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 145,382 $14.8M 2.15% -6,252 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 119,654 $12.2M 2.13% -1,194 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 100,000 $10.2M 0.36% +2 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 83,690 $8.52M 4.77% -1,763 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 81,715 $8.32M 4.39% +4,905 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 79,327 $8.31M 7.93% -141 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 76,673 $7.8M 0.01% +63,661 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 76,627 $7.8M 5.2% +3,557 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 67,118 $6.68M <0.01% +17,422 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 62,653 $6.38M 0.4% +13,142 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 60,835 $6.19M 0.47% +1,661 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 56,645 $5.76M +1,905 Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 45,667 $4.65M 1.29% +21,856 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 40,880 $4.16M <0.01% -9,158 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,845 $4.05M 0.05% +15,200 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 39,264 $4M 0.03% +19,953 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 38,551 $3.92M 0.37% +174 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,248 $3.79M 0.01% +5,154 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,183 $3.59M 0.03% +495 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 64,456 $3.49M <0.01% +29,694 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 31,861 $3.24M 0.01% +6,699 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 27,839 $2.83M 0.11% +365 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,514 $2.6M <0.01% +2,172 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 25,016 $2.55M 0.16% +13,729 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 24,739 $2.52M 0.09% +17,529 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,837 $2.43M <0.01% -55,324 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 23,623 $2.4M 0.35% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,356 $2.17M <0.01% -69,307 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 20,628 $2.1M 0.41% +2,051 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,509 $2.09M <0.01% +412 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,898 $2.03M 0.32% +4,435 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 18,974 $1.93M 0.04% -247,309 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,084 $1.84M 0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 17,911 $1.82M 0.01% +2,955 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,626 $1.79M <0.01% -2,297 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,108 $1.75M <0.01% -6,452 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 16,628 $1.69M 0.67% -278 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,235 $1.65M 0.11% -200 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 16,000 $1.63M 0.06% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,650 $1.59M <0.01% -1,680 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,644 $1.59M 0.04% +405 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,813 $1.51M <0.01% +769 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 14,421 $1.47M 0.12% -10,749 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 14,381 $1.46M 0.38% +33 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 14,380 $1.46M 1.13% -778 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,529 $1.45M <0.01% +3,061 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 14,005 $1.43M 0.02% +4,427 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 13,725 $1.4M 0.24% +5,040 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 13,691 $1.39M 0.19% +7,007 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,208 $1.24M 0.12% +3,165 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,991 $1.22M 0.34% -649 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 11,474 $1.17M 0.34% -976 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,138 $1.13M <0.01% -33,082 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,735 $1.09M 1.21% +425 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,617 $1.08M 0.02% +6 13F-HR/A Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 10,560 $1.07M 0.5% +700 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,974 $1.02M 0.14% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,422 $959K 0.05% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,116 $928K <0.01% new 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,095 $926K 0.16% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,831 $899K 0.01% +1,231 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,449 $860K 0.08% +280 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,266 $841K 0.58% +29 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,086 $824K 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 $812K 0.12% 0 13F-HR Timeline Group Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 7,912 $805K 0.61% -687 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,700 $784K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,709 $694K <0.01% +861 13F-HR Timeline Group LCW Services, LLC More: the full row for LCW Services, LLC 6,667 $679K 0.34% +4,485 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,645 $676K 0.03% +12 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,632 $675K 0.4% -11 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 6,626 $674K 0.33% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,590 $671K <0.01% -1,716 13F-HR/A Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,426 $654K 0.07% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,267 $638K <0.01% -205 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,749 $585K 0.09% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,500 $560K 0.35% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,253 $535K <0.01% +4 13F-HR/A Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 4,853 $494K 0.18% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,688 $477K 0.02% -138 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,554 $463K 0.02% new 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 $461K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,405 $448K 0.05% -57 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,577 $364K <0.01% new 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,511 $357K 1.95% -22,127 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,414 $347K 0.09% +948 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,165 $322K 0.13% +860 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,106 $316K <0.01% +517 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,946 $300K <0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,923 $297K 0.02% +169 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,871 $292K <0.01% +1 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,515 $256K <0.01% +132 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,513 $256K <0.01% 0 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,502 $255K 0.11% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,494 $254K 0.01% +9 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,449 $249K 0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,306 $235K 0.05% 0 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 $234K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,047 $208K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,925 $196K <0.01% 0 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) 1,723 $175K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,646 $167K 0.01% -2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,448 $147K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,111 $113K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,090 $111K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,078 $110K <0.01% +40 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 986 $100K 0.04% +711 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 973 $99.1K <0.01% +3 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 950 $96.6K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 802 $81.6K <0.01% -1,326 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 751 $76.4K 0.06% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 670 $68.1K <0.01% +570 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 441 $44.9K <0.01% -749 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 404 $41.1K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 305 $31K <0.01% +30 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 291 $29.6K <0.01% +51 13F-HR Timeline 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 $16.8K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 100 $10.2K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 87 $8.68K <0.01% -5 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 158 $7.2K 0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $5.11K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 40 $4.07K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30 $3.05K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30 $3.05K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19 $1.93K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 19 $1.93K <0.01% +2 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 13 $1.35K <0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $1.12K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4 $407 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $102 <0.01% new 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 308,054 $23.4K +304,829 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.