Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,217,354 $63.1M +83,031 Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,685,210 $47.9M 9.3% +405,530 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,085,063 $30.9M <0.01% +480,821 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 997,998 $28.4M 0.01% +51,752 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 940,910 $26.8M 0.01% -8,028 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 792,466 $22.5M 0.01% -3,508 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 577,598 $16.4M 6.48% +20,992 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/ 558,508 $15.9M <0.01% +169,835 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 509,088 $14.5M <0.01% +128,668 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 467,436 $13.3M 0.44% +41,865 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 453,866 $12.9M +170,421 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 436,000 $12.4M 0.05% 0 13F-HR/A Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 426,178 $12.1M 2.66% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 339,894 $9.67M 0.41% -163,003 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 246,907 $7.02M 0.02% +91,115 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 233,006 $6.63M 0.01% +9,068 13F-HR/A Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 210,468 $5.99M 1.26% -31,394 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 191,401 $5.44M <0.01% -5,106 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 189,711 $5.4M 0.04% +12,788 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 168,029 $4.78M 0.01% -134,185 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 158,169 $4.5M 0.41% -19,844 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 136,142 $3.88M 1.08% -38,200 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 132,557 $3.77M 0.37% +11,029 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 130,338 $3.71M 0.47% -80,058 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 116,337 $3.31M <0.01% -5,113 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 115,217 $3.28M 0.01% -12,358 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 110,511 $3.14M 1.11% +17,274 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 81,800 $2.33M 0.11% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 77,250 $2.2M 0.7% +8,734 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 73,778 $2.1M 1.82% +9,806 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 66,392 $1.89M 0.42% -49,500 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 65,891 $1.87M <0.01% -72,254 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 51,900 $1.48M -617,075 Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 44,027 $1.25M 0.75% +1,563 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 37,647 $1.07M <0.01% -609 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 37,405 $1.06M 0.02% -63,557 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 34,192 $972K <0.01% +21,435 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,019 $939K 0.01% -6,306 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 32,907 $936K 0.35% +25,665 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 31,107 $885K 0.54% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 29,653 $843K 0.02% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 29,207 $831K 0.09% +616 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 29,069 $827K <0.01% -18,087 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,706 $760K <0.01% +4,644 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 26,610 $757K 0.03% +17,938 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,059 $713K <0.01% +14,523 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,980 $710K <0.01% +500 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 21,522 $612K 0.24% -23,141 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,438 $610K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,963 $596K 0.01% -23,388 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 19,988 $568K 0.07% +493 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 19,546 $556K 0.05% +165 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,696 $532K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,804 $478K <0.01% +139 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 16,040 $456K 0.09% +3,763 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 15,712 $447K 0.08% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 15,556 $442K 0.03% +7,757 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 15,285 $435K 0.27% +305 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 14,964 $426K 0.28% +1,653 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,058 $400K <0.01% +3,624 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,000 $398K 0.27% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,889 $395K 0.3% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,062 $371K <0.01% -1,438 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,469 $269K 0.01% +1,714 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,169 $261K 0.09% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 8,850 $252K 0.38% +388 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,752 $249K 0.03% +562 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,908 $225K <0.01% -30,194 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,881 $224K <0.01% +9 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,794 $222K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,757 $221K 0.01% -7,714 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,343 $209K 0.09% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,307 $208K 0.01% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,303 $208K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,296 $151K <0.01% +1,131 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 5,275 $150K 0.12% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,373 $39K 0.01% -1,845 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,278 $36.3K <0.01% -27 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,215 $34.6K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 738 $21K <0.01% +363 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 695 $19.8K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 651 $18.5K <0.01% -3,511 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $14.2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 350 $9.99K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 194 $5.52K <0.01% -466 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $114 <0.01% 0 13F-HR Timeline