Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,357,023 $65.6M +139,669 Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,894,981 $52.8M 9.99% +209,771 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,305,316 $36.3M 0.01% +364,406 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,063,385 $29.6M <0.01% -21,678 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 981,896 $27.3M 0.01% +189,430 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 896,062 $24.9M <0.01% -101,936 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 718,719 $20M <0.01% +209,631 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/ 666,803 $18.6M <0.01% +108,295 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 474,116 $13.2M +20,250 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 436,000 $12.1M 0.05% 0 13F-HR/A Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 419,463 $11.7M 2.65% -6,715 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 372,995 $10.4M 0.39% +33,101 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 327,861 $9.13M 3.49% -249,737 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 238,334 $6.64M 1.4% +27,866 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 226,926 $6.45M 0.04% +37,215 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 191,233 $5.32M 0.01% +23,204 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 187,902 $5.23M <0.01% -3,499 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 176,317 $4.91M 0.01% +61,100 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 163,980 $4.57M 0.01% -82,927 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 153,528 $4.27M 0.35% -4,641 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 140,337 $3.9M 1.08% +4,195 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 120,399 $3.35M <0.01% +54,508 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 105,845 $2.95M 0.93% +28,595 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 92,402 $2.57M 0.35% -37,936 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 62,508 $1.74M 0.73% +29,601 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,189 $1.73M <0.01% +10,289 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 54,701 $1.52M 1.82% -19,077 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 50,112 $1.4M 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 46,648 $1.3M 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 44,938 $1.25M 0.03% +23,500 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,814 $1.08M <0.01% +1,167 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,874 $1.03M <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,803 $1.02M <0.01% +11,744 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 35,783 $996K 0.04% +6,130 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 35,388 $985K 0.01% +2,369 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 34,607 $963K 0.12% +15,061 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 34,192 $952K <0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 30,684 $854K 0.1% +1,477 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,015 $780K <0.01% -1,054 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,223 $758K <0.01% +517 13F-HR/A Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 27,195 $757K 0.35% -83,316 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 23,795 $662K 0.38% -7,312 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 20,729 $577K 0.07% +741 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 20,234 $563K 0.23% -1,288 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 19,937 $555K 0.04% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,364 $539K <0.01% -1,599 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,860 $525K 0.02% +10,108 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,696 $520K 0.02% 0 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 17,793 $495K 0.33% +2,829 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,977 $473K <0.01% +173 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 16,393 $456K 0.07% +353 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,626 $435K 0.01% -21,779 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 15,285 $435K 0.27% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 15,556 $433K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,247 $424K 0.07% +14,509 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 15,053 $419K 0.09% -51,339 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,998 $418K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,970 $417K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,883 $414K 0.14% +5,714 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 14,471 $403K 0.07% -1,241 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,458 $400K 0.06% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,000 $390K 0.26% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,630 $379K 0.3% -259 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,102 $337K <0.01% -1,956 13F-HR Timeline Group PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 11,349 $316K 0.19% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,257 $313K 0.03% +3,954 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,809 $276K 0.01% +2,052 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,757 $244K <0.01% -224,249 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,526 $237K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,220 $228K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,908 $220K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7,790 $217K 0.08% +7,095 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,548 $210K 0.01% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,193 $200K 0.06% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,840 $161K <0.01% +544 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 4,940 $138K 0.12% -335 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,500 $125K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,361 $65.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,650 $45.7K <0.01% +1,300 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,373 $38.2K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,269 $35.3K <0.01% -9 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,118 $31.1K <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 $18.1K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $13.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 353 $9.78K <0.01% -862 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 159 $4.43K <0.01% -35 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% new 13F-HR Timeline