OxenFree Capital LLC More: the full row for OxenFree Capital LLC 962,243 $41.9M 23.07% +82,574 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 615,113 $26.6M 14.41% +31,171 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 592,319 $25.6M 0.01% +13,897 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 433,709 $18.7M 0.03% +856 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 357,570 $15.4M 0.01% +136,581 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 354,975 $15.3M 2.06% +33,860 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 324,864 $14M 3.68% +61,914 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 287,773 $12.4M 0.98% -53,969 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 271,929 $11.7M 2.56% -8,610 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 226,419 $9.78M <0.01% +33,906 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 216,446 $9.35M 5.22% -19,261 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 201,735 $8.71M 0.01% -2,788 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 188,961 $8.16M 0.01% -60,384 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190,026 $8.15M 0.01% +37,973 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 149,533 $6.46M <0.01% +3,869 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 146,855 $6.34M 0.38% +5,169 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 136,593 $5.9M <0.01% -942 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 129,083 $5.58M 2.51% +13,362 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/ 126,992 $5.49M <0.01% +879 13F-HR/A Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 107,133 $4.63M 3.73% +291 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 104,946 $4.53M <0.01% +49,457 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 98,214 $4.24M <0.01% +7,836 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,695 $4.09M 0.01% -25,337 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,487 $3.78M 0.02% 0 13F-HR/A Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 84,755 $3.76M 0.77% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 85,775 $3.71M 0.17% -1,338 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 78,393 $3.39M 0.51% +9,876 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 72,826 $3.15M <0.01% -6,715 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 72,523 $3.13M <0.01% +8,313 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 70,051 $3.03M 0.06% -2,392 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 68,816 $2.99M 0.49% +1,564 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 68,019 $2.94M 1.3% +5,693 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,950 $2.89M 0.01% +27,458 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 63,557 $2.75M 0.01% -441 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 58,062 $2.51M 0.01% +1,729 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 56,836 $2.46M 0.02% +14,501 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 56,825 $2.45M 0.21% +306 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 55,715 $2.41M <0.01% +20,635 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 53,642 $2.32M 0.1% +20,843 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,883 $2.2M 0.01% -197 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 48,184 $2.08M 0.01% +9,706 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 41,672 $1.8M <0.01% -2,767 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,604 $1.58M 0.04% +4 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,842 $1.46M <0.01% +1,328 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,695 $1.37M <0.01% -544 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,419 $1.27M 0.05% -1,490 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 27,797 $1.2M 0.53% -1,228 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 27,199 $1.17M 0.88% -524 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 25,971 $1.12M 0.8% +3,390 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25,914 $1.12M <0.01% -391 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 25,228 $1.09M 0.11% -1,870 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,177 $1.09M 0.03% +68 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,937 $1.08M 0.03% -778 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 24,141 $1.04M 0.21% +9,398 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 23,000 $994K 0.3% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 20,446 $883K 0.14% +201 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,302 $877K 0.22% -472 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 19,248 $832K 0.57% +1,033 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,728 $809K 0.14% -7,354 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 18,666 $806K 0.65% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18,646 $805K 0.06% +182 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,961 $776K <0.01% new 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 16,217 $701K 0.44% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,074 $671K 0.02% -1,229 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,355 $663K 0.01% -125 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,739 $637K <0.01% -84 13F-HR/A Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 14,427 $623K 0.21% +2,802 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,792 $553K 0.03% +33 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 12,701 $549K 0.1% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,255 $529K 0.02% +24 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,000 $518K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,714 $506K 0.06% new 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,353 $490K 0.01% +48 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,070 $480K <0.01% +453 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,858 $469K 0.18% 0 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 $450K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,180 $440K <0.01% -18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,084 $436K 0.01% -3,489 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,672 $418K 0.07% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,622 $416K 0.14% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 8,994 $389K 0.26% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,950 $387K 0.01% -18,334 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,770 $379K 0.09% -453 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,690 $375K 0.02% 0 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 8,199 $354K 0.24% -2,051 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,858 $339K <0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,820 $338K 0.06% +520 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,700 $333K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,600 $328K 0.01% -670 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,564 $327K <0.01% +700 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,393 $319K <0.01% -615 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 7,392 $319K 0.16% +20 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,992 $302K 0.08% -238 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,747 $291K 0.03% -111 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,676 $288K <0.01% +1,066 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 6,518 $282K 0.19% -1,800 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,159 $266K <0.01% +1,383 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,133 $265K 0.01% +3,192 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,772 $249K <0.01% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,679 $245K 0.04% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,635 $243K 0.01% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,878 $211K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,675 $202K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,651 $201K <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 4,199 $181K 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 $178K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,074 $176K 0.01% +11 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,002 $173K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,511 $108K <0.01% -50 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,026 $44.3K <0.01% +17 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 955 $41.3K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 954 $41.2K <0.01% -637 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 936 $40.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 850 $36.7K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 821 $35.5K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 594 $25K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 562 $24.3K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 525 $22.7K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 517 $22.3K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 459 $19.8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 454 $19.6K <0.01% 0 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 442 $19.1K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 427 $18.5K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 405 $17.5K <0.01% new 13F-HR/A Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 391 $17.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $8.64K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 159 $6.86K <0.01% +1 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 136 $5K <0.01% new 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 $4.32K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 0 $22 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.