OxenFree Capital LLC More: the full row for OxenFree Capital LLC 941,766 $45.5M 20.88% +9,481 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 641,933 $31M 0.01% +29,766 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 585,228 $28.3M 4.4% +99,595 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 490,861 $23.7M 0.03% +42,931 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 391,287 $18.9M 2.01% +11,795 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 380,950 $18.4M 0.02% -11,124 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 306,494 $14.8M 0.05% +38,692 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 292,430 $13.8M 0.01% +40,186 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 278,725 $13.5M <0.01% +13,593 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 277,643 $11.7M 2.57% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 233,512 $11.3M 0.75% +2,637 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 210,916 $10.2M 0.01% +5,192 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 186,785 $9.02M <0.01% -36,780 13F-HR Timeline Group Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 179,376 $8.65M 9.98% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 179,003 $8.65M 4.44% -7,026 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 178,599 $8.63M 0.09% +12,919 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 155,447 $7.51M 2.93% +13,022 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 151,992 $7.34M 5.05% +258 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 148,444 $7.17M <0.01% -2,376 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 148,241 $7.16M 0.36% -293 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 138,770 $6.7M <0.01% +34,104 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 134,598 $6.5M 0.01% -3,290 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/ 117,920 $5.7M <0.01% +3,983 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 109,811 $5.3M -14,341 Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 108,020 $5.22M 4.1% +276 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 95,666 $4.62M 0.01% +17,255 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 91,263 $4.41M 0.01% +8,652 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 85,488 $4.13M 0.21% -470 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 81,714 $3.95M 0.02% +227 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 77,013 $3.72M 0.15% -11,150 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 75,856 $3.66M 1.13% +1,712 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 75,618 $3.63M 0.52% +5,255 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,163 $3.53M <0.01% +27 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 72,785 $3.52M 0.01% -2,207 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 67,634 $3.27M 0.52% -12,087 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 55,615 $2.69M 0.01% +5,157 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 54,819 $2.65M 0.19% +223 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 54,303 $2.62M 0.39% +14,622 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,209 $2.23M <0.01% +10,046 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 45,734 $2.21M 0.05% -5,433 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,864 $2.07M <0.01% -7,030 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38,579 $1.86M 0.04% +503 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,366 $1.71M <0.01% +11,553 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 34,495 $1.67M <0.01% -9,078 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,427 $1.61M <0.01% +701 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 35,898 $1.51M 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,793 $1.44M 0.01% -2,157 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 29,659 $1.43M 0.59% -201 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 28,382 $1.37M 1.02% +371 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,386 $1.23M 0.03% +65 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 22,834 $1.1M 0.62% -989 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 22,726 $1.1M 0.85% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 22,451 $1.07M <0.01% +15,430 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 22,206 $1.07M 0.62% +1,617 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 22,121 $1.07M 0.38% -777 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,486 $1.04M 0.02% +13,682 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 21,145 $1.02M 0.28% -1,855 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,890 $1.01M 0.27% +734 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,403 $985K 0.06% -434 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,575 $945K 0.05% +50 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 19,374 $936K 0.13% +214 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 19,135 $924K 0.66% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,677 $902K <0.01% +1,303 13F-HR Timeline Immaculate Wealth Management LLC More: the full row for Immaculate Wealth Management LLC 18,496 $893K 6.05% +1,149 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 18,008 $870K 0.26% +459 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,052 $824K 0.01% +4 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,484 $796K 0.03% +1,069 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,112 $730K 0.01% +50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,003 $716K 0.01% -169 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,950 $674K 0.02% -16,389 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 13,876 $662K 0.41% -23 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,080 $632K 0.05% -155 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,314 $595K 0.02% +24 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,005 $580K <0.01% +1 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,000 $580K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,565 $559K 0.01% +157 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,347 $548K <0.01% +6,455 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,858 $524K 0.18% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 10,745 $519K 0.09% -155 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,413 $503K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,389 $502K <0.01% +1,034 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,119 $489K 0.08% +26 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,084 $487K <0.01% -55 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,848 $473K 0.02% -3,287 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,647 $466K 0.05% +775 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,622 $465K 0.12% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,307 $454K <0.01% +2,514 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,690 $420K 0.01% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,643 $417K 0.18% +22 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,572 $414K 0.02% +144 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,566 $414K 0.01% -138 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,523 $412K <0.01% +3 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,423 $407K 0.01% -270 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,213 $397K 0.02% +475 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,131 $393K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,627 $368K <0.01% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 7,072 $342K 0.3% +967 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,745 $326K 0.02% -2 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,676 $322K <0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,527 $315K 0.04% +16 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,126 $296K <0.01% -1,296 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 5,376 $268K 0.08% +225 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,468 $264K 0.13% -1,050 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,314 $257K 0.03% -396 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,015 $242K 0.01% -445 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,879 $236K 0.03% +1 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,674 $226K <0.01% new 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 4,581 $221K 0.19% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,566 $221K 0.06% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,387 $212K <0.01% new 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,329 $209K <0.01% new 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 4,270 $206K 0.18% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,118 $199K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,002 $193K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,949 $191K 0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,516 $121K <0.01% -100 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,507 $72.8K <0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,484 $71.7K 0.03% +4 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,387 $67K <0.01% +98 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,334 $64.4K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 994 $48K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 955 $46.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 941 $45.4K <0.01% +257 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 933 $45.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 821 $39.7K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 566 $27.3K 0.02% +1 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 525 $25.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 476 $23K <0.01% -33 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 463 $22.4K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 391 $18.9K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 307 $14.8K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 201 $9.71K <0.01% +201 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $9.66K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 193 $9.32K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 171 $8.24K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 160 $7.73K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 158 $7.63K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 111 $5.36K 0.02% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 100 $4.83K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $4.83K <0.01% -4,004 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 91 $4.39K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 41 $1.95K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $25 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.