Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,646,984 $46M +569,366 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 895,515 $25.2M 0.01% +227,717 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 877,559 $24.7M 0.01% +305,096 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 494,988 $13.9M 0.01% +157,645 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 436,000 $12.3M 0.06% +131,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 429,296 $12.1M +78,797 Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 346,103 $9.73M 2.86% +20,222 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 342,606 $9.63M 0.46% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 341,935 $9.62M 4.5% -130,145 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 329,521 $9.27M 0.38% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 286,543 $8.06M 1.15% +193,265 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 239,665 $6.74M 1.81% +33,424 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 185,556 $5.22M <0.01% +47,490 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 177,351 $4.99M <0.01% +66,717 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 161,104 $4.53M <0.01% +111,678 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 158,918 $4.47M 0.01% new 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 140,370 $3.95M 0.01% +8,378 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 134,110 $3.77M 0.04% +52,386 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 124,711 $3.46M 0.1% +2,822 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 120,123 $3.38M 0.04% +19,677 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 108,123 $3.03M 0.42% +77,271 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 105,055 $2.95M 1.49% +9,581 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 103,233 $2.9M <0.01% -7,391 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 103,427 $2.84M 1.53% +21,322 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 97,810 $2.75M 0.03% +6,196 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 97,810 $2.75M 0.03% +6,196 13F-HR/A Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 89,800 $2.53M 0.09% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 89,615 $2.52M 0.01% +20,415 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 76,082 $2.14M 0.72% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 73,747 $2.06M 0.75% -2,862 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 70,780 $1.99M 0.93% +5,577 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 56,206 $1.58M 0.69% +8,259 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 55,003 $1.55M 0.01% +2,117 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 51,398 $1.45M 0.02% +3,919 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 49,036 $1.38M <0.01% +12,630 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 38,106 $1.07M 0.85% +703 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,903 $1.07M 0.02% -274 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,720 $892K 0.02% -274 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 27,952 $786K 0.1% -5,161 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,000 $727K 0.07% -26,000 13F-HR/A Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 23,951 $673K 0.08% -695 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,964 $590K 0.08% +961 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 18,258 $513K 0.37% +7,582 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,730 $499K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,056 $480K <0.01% +850 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,700 $413K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,589 $410K <0.01% -9,081 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 14,210 $400K 0.09% -1,363 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,583 $380K 0.16% +1,800 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,596 $354K 0.02% 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 11,804 $332K 0.1% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,163 $314K 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,466 $294K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,204 $287K 0.01% +1,594 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,973 $252K <0.01% -1 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,877 $250K 0.03% +663 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 8,461 $238K 0.46% +1,102 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,412 $208K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 7,216 $203K <0.01% +24 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,200 $202K 0.11% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,663 $187K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,275 $150K 0.14% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,468 $69.4K <0.01% -4,552 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,700 $47.7K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 900 $25.3K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 510 $14.3K <0.01% +302 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $14.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 375 $10.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 307 $8.63K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 77 $2.17K <0.01% +1 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $112 <0.01% new 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.