Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,134,323 $61.1M +109,337 Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,279,680 $36.7M 8.41% +92,389 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 948,938 $27.2M 0.01% +19,554 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 946,246 $27.1M 0.01% +28,634 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 795,974 $22.8M 0.01% +218,923 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 668,975 $19.2M +94,806 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 604,242 $17.3M <0.01% +398,232 13F-HR/A Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 556,606 $15.9M 6.23% +293,855 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 502,897 $14.4M 0.63% +3,049 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 436,000 $12.5M 0.05% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 425,571 $12.2M 0.45% +17,971 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 388,673 $11.1M <0.01% +89,401 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 380,420 $10.9M <0.01% +177,464 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 302,214 $8.66M 0.01% +145,269 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 283,445 $8.12M new Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 241,862 $6.93M 1.44% +5,736 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 223,938 $6.42M 0.01% new 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 210,396 $6.03M 0.77% +134,876 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 196,507 $5.63M <0.01% -14,725 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 178,013 $5.1M 0.49% +26,489 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 176,923 $5.07M 0.04% +32,191 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 174,342 $4.95M 1.85% +7,600 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 155,792 $4.46M 0.01% +32,639 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 138,145 $3.96M <0.01% +31,083 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 127,575 $3.65M 0.01% +29,947 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 121,528 $3.48M 0.37% +18,381 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 121,450 $3.48M <0.01% +14,386 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 115,892 $3.32M 0.76% +13,670 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 107,582 $3.08M 0.02% +3,981 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 100,962 $2.89M 0.06% +2,268 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 93,237 $2.67M 1.08% +10,302 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 89,919 $2.58M <0.01% new 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 81,800 $2.34M 0.1% -8,000 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 68,516 $1.96M 0.64% -2,611 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 63,972 $1.83M 1.51% +12,771 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,156 $1.35M <0.01% -1,313 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 45,353 $1.3M <0.01% new 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 44,663 $1.28M 0.5% -1,828 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 44,351 $1.27M 0.01% -4,252 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 42,464 $1.22M 0.75% +4,548 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 39,325 $1.13M 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,256 $1.1M <0.01% +11,991 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 38,102 $1.09M 0.02% -288 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 29,401 $842K 0.05% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 28,591 $819K 0.09% +269 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,480 $701K <0.01% +6,400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,062 $632K <0.01% +3,103 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 19,495 $559K 0.06% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 19,381 $555K 0.05% -614 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,309 $553K 0.06% -1,623 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,696 $536K 0.02% +7,526 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,665 $478K <0.01% -183 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,471 $443K 0.01% -25 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 14,980 $429K 0.27% -4,799 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,703 $421K <0.01% +397 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 14,500 $415K <0.01% +4,000 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,000 $401K 0.28% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,583 $385K 0.14% 0 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 13,311 $381K 0.25% +2,584 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,757 $365K <0.01% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 12,277 $352K 0.07% -1,825 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,536 $302K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,434 $299K <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,672 $248K 0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 8,462 $242K 0.34% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,268 $237K <0.01% new 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,190 $235K 0.03% -1,238 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,872 $226K <0.01% +320 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,799 $223K 0.01% -3,364 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,794 $223K 0.03% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,790 $223K 0.06% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,788 $223K 0.13% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,755 $222K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,307 $209K 0.01% -464 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,303 $209K 0.02% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7,242 $207K 0.09% -335 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,275 $151K 0.12% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,165 $119K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,162 $119K <0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,677 $105K 0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,326 $95.3K <0.01% +20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,218 $92.2K 0.02% -3,445 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,746 $50K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,305 $37.4K <0.01% -353 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 660 $18.9K <0.01% -60 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $14.3K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 375 $10.7K <0.01% -2,825 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 186 $5.33K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 95 $2.73K <0.01% +16 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $114 <0.01% 0 13F-HR Timeline