Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,447,926 $68.4M +90,903 Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,933,377 $54M 9.01% +38,396 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,470,601 $41.1M 0.01% +165,285 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,239,465 $34.6M <0.01% +176,080 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,031,256 $28.8M 0.01% +49,360 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,024,477 $28.6M <0.01% +128,415 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/ 613,243 $17.1M <0.01% -53,560 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 592,897 $16.6M <0.01% -125,822 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 517,627 $14.5M +43,511 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 436,000 $12.2M 0.04% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 410,330 $11.5M 0.37% +37,335 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 375,667 $10.5M 2.23% -43,796 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 296,160 $8.28M 2.89% -31,701 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 265,148 $7.41M 0.04% +38,222 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 217,379 $6.08M 1.16% -20,955 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 213,363 $5.96M 0.01% +49,383 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 182,564 $5.1M <0.01% +62,165 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 178,382 $4.99M 0.04% +178,029 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 171,887 $4.8M <0.01% -16,015 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 148,579 $4.15M 1.19% +42,734 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 139,938 $3.91M 0.1% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 227,894 $3.43M 0.37% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 116,837 $3.27M <0.01% -74,396 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 107,230 $3M 0.97% +44,722 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 86,707 $2.42M 2.07% +32,006 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 76,555 $2.14M 0.15% -76,973 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 71,958 $2.01M 0.45% -68,379 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 51,126 $1.43M 0.98% +37,496 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 47,371 $1.32M 0.05% +11,588 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 44,766 $1.25M 0.03% -172 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 44,278 $1.24M <0.01% +7,404 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,414 $1.21M <0.01% +4,600 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 43,174 $1.21M 0.15% -49,228 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 42,872 $1.2M 0.01% -3,776 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,084 $1.15M <0.01% -21,105 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 40,301 $1.13M <0.01% +6,109 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 39,766 $1.11M <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,835 $1.03M <0.01% +32 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 35,369 $989K 0.03% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 34,865 $974K 0.1% +258 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 34,680 $969K 0.4% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 33,514 $937K 0.09% +2,830 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 32,676 $913K 0.01% -2,712 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 28,645 $801K 0.27% +20,855 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,108 $786K <0.01% +19,582 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,643 $745K <0.01% -580 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 23,150 $647K <0.01% -4,865 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 21,084 $589K 0.06% +355 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,952 $584K <0.01% +12,732 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 20,481 $572K 0.21% +247 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 19,379 $540K 0.03% -558 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18,662 $522K 0.06% +3,415 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,347 $513K 0.02% -349 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 18,331 $512K 0.22% -8,864 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,498 $489K <0.01% -1,866 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,226 $481K <0.01% +249 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,009 $475K 0.06% +2,551 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 16,980 $475K 0.25% +1,695 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,665 $438K 0.01% +39 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 15,622 $437K 0.06% -771 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 15,556 $435K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,796 $414K <0.01% -174 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,708 $411K 0.13% -175 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 14,075 $393K 0.25% -3,718 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,000 $391K 0.23% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,998 $391K <0.01% -1,000 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 13,800 $386K 0.23% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 13,575 $379K 0.13% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,332 $373K 0.06% -1,139 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,257 $315K 0.03% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,814 $274K 0.02% -9,046 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,766 $273K 0.07% +2,573 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,757 $273K <0.01% +1,000 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,431 $264K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,339 $261K 0.01% -470 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,904 $248K 0.02% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,062 $225K 0.01% +514 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,908 $221K <0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,557 $211K <0.01% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,389 $207K 0.09% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,895 $193K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,744 $188K <0.01% +904 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 5,350 $150K 0.12% +410 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,000 $112K 0.01% -500 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,425 $39.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,373 $38.4K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,285 $35.9K <0.01% +16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,082 $30.3K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,053 $29.4K <0.01% -65 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $14K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 223 $6.23K <0.01% +64 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 105 $2.94K <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $111 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2 $56 <0.01% 0 13F-HR Timeline