OxenFree Capital LLC More: the full row for OxenFree Capital LLC 879,669 $35.2M 21.7% +60,149 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 583,942 $23.4M 14.08% +362,467 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 578,422 $23.2M 0.01% +18,074 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 432,853 $17.3M 0.03% +41,917 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 341,742 $13.7M 1.18% -34,399 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 321,115 $12.9M 2.22% +31,998 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 280,539 $11.2M 2.77% -9,462 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 262,950 $10.5M 3.02% +21,589 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 249,345 $9.99M 0.01% +7,848 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 235,707 $9.44M 5.63% -2,661 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 220,989 $8.85M 0.01% +176,237 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 204,523 $8.19M 0.01% +87,546 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 192,513 $7.71M <0.01% +16,851 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 152,053 $6.06M <0.01% +22,353 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 145,664 $5.83M <0.01% -32,769 13F-HR/A Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 141,686 $5.68M 0.37% +1,237 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 137,535 $5.51M <0.01% -270,382 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 126,113 $5.05M <0.01% +56 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 120,032 $4.81M 0.01% -28,743 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 115,721 $4.64M 2.23% +1,494 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 106,842 $4.28M 3.52% +29,755 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 90,378 $3.62M <0.01% +2,555 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,487 $3.5M 0.02% -111 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 87,113 $3.49M 0.18% +1,740 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 79,541 $3.19M <0.01% -11,033 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 72,443 $2.9M 0.07% +727 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,492 $2.77M 0.01% -70,141 13F-HR/A Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 68,517 $2.74M 0.44% +3,768 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 67,252 $2.72M 0.49% +4,150 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,210 $2.57M <0.01% +9,714 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 63,998 $2.56M 0.01% +15,788 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 62,326 $2.5M 1.21% +2,492 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 56,519 $2.26M 0.21% +355 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 56,333 $2.26M 0.01% -358 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 55,489 $2.22M <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 51,080 $2.05M 0.01% -1,028 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,439 $1.78M <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,335 $1.7M 0.01% +10,579 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 38,478 $1.54M 0.01% +19,765 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,600 $1.47M 0.04% +18,624 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 35,080 $1.41M <0.01% -15,553 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,239 $1.33M <0.01% +1,231 13F-HR/A Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,799 $1.31M 0.06% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,514 $1.3M <0.01% -354 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,909 $1.24M 0.05% -1,928 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 29,025 $1.16M 0.55% -725 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 27,723 $1.11M 0.85% +206 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,284 $1.09M 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 27,098 $1.09M 0.13% +312 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,305 $1.05M <0.01% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 26,082 $1.04M 0.23% -2,820 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,715 $1.03M 0.03% +10,288 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,109 $1.01M 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 23,000 $921K 0.3% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,774 $832K 0.49% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 22,581 $814K 0.69% +2,747 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 20,245 $811K 0.15% +2,968 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18,464 $740K 0.06% +63 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 18,215 $730K 0.54% +1,285 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,303 $668K 0.02% -3,525 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 16,170 $648K 0.44% -5,901 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,480 $632K 0.01% +498 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,823 $594K <0.01% +11,359 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 14,743 $591K 0.13% +4,145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,573 $544K 0.01% +4,610 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,759 $511K 0.03% +980 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 12,701 $509K 0.1% -4,710 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,231 $490K 0.02% +21 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,000 $481K 0.02% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 11,625 $466K 0.17% +3,009 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,305 $453K 0.01% +2,005 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,858 $435K 0.18% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,617 $430K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,413 $417K <0.01% 0 13F-HR Timeline Group CPR Investments Inc. More: the full row for CPR Investments Inc. 10,250 $411K 0.32% +2,886 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,198 $409K <0.01% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,672 $387K 0.08% +17 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,622 $385K 0.14% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,223 $370K 0.07% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,690 $348K 0.02% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 8,318 $333K 0.27% +28 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,270 $331K 0.01% +2,127 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,008 $321K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,858 $315K <0.01% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 7,372 $295K 0.16% +881 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,300 $292K 0.05% +537 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,230 $290K 0.08% +1,250 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,864 $275K <0.01% +1,191 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,858 $275K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,772 $231K <0.01% -154 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 5,660 $227K 0.08% +13 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,635 $226K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,610 $225K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,776 $191K <0.01% +448 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 4,199 $168K 0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,118 $165K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,063 $163K 0.01% -160 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,002 $160K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,941 $118K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,561 $103K <0.01% +200 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,361 $94.6K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,055 $82.3K 0.01% +209 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,591 $63.7K <0.01% +445 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,398 $56K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,009 $40.4K <0.01% +28 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 955 $38.3K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 936 $37.5K <0.01% -73 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 821 $32K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 459 $18.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 454 $18.2K <0.01% +89 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 427 $17.1K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 400 $16K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 391 $16K <0.01% +56 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $8.01K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 158 $6.34K <0.01% +1 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 $4.01K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 0 $20 <0.01% -1,309 13F-HR Timeline Amount filed as zero, left out of ratios. 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.