OxenFree Capital LLC More: the full row for OxenFree Capital LLC 995,826 $43.9M 23.08% +33,583 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 651,398 $28.7M 0.01% +59,079 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 439,209 $19.4M 0.03% +5,500 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 412,666 $18.2M 3.88% +87,802 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 410,734 $18.1M 0.02% +53,164 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 366,538 $16.2M 3.42% +94,609 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 365,911 $16.1M 2.07% +10,936 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 253,729 $11.2M <0.01% +27,310 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 225,795 $9.95M 0.74% -61,978 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 218,970 $9.65M 0.01% +28,944 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 200,778 $8.85M 0.01% +11,817 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200,738 $8.85M 0.01% -997 13F-HR/A Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 195,954 $8.64M 4.82% -20,492 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 167,997 $7.41M 0.03% +109,935 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 153,675 $6.77M 5.88% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 152,187 $6.71M 0.38% +5,332 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 145,014 $6.39M <0.01% -4,519 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 135,347 $5.97M 0.01% +62,824 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 134,675 $5.94M 2.74% +5,592 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 132,505 $5.84M -4,088 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 125,679 $5.54M <0.01% -1,313 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 108,873 $4.8M <0.01% +3,927 13F-HR/A Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 107,435 $4.74M 3.78% +302 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 101,744 $4.49M <0.01% +3,530 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 88,395 $3.9M 0.18% +2,620 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 81,487 $3.59M 0.02% -6,000 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 81,021 $3.57M 0.53% +2,628 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 78,121 $3.44M 0.71% -6,634 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 73,009 $3.22M 1.27% +4,990 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 72,757 $3.21M <0.01% -69 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 69,234 $3.06M 0.48% +418 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 67,564 $2.98M 0.01% +614 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 66,459 $2.93M 0.05% -3,592 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 62,195 $2.74M 0.01% -1,362 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 56,372 $2.49M <0.01% +657 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 54,633 $2.41M 0.2% -2,192 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,509 $2.23M 0.01% -374 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 48,465 $2.14M 0.09% -5,177 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 47,992 $2.12M 0.01% -192 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,110 $2.03M 0.01% -48,585 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 41,062 $1.81M 0.01% -15,774 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 39,561 $1.74M <0.01% -2,111 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,999 $1.68M <0.01% +4,157 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,120 $1.64M 0.04% +516 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,379 $1.47M 0.04% +8,442 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 32,683 $1.44M 0.27% +8,542 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,494 $1.43M <0.01% -201 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,606 $1.31M 0.05% +187 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 27,367 $1.21M 0.54% -430 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 27,317 $1.2M 0.93% +118 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,116 $1.15M <0.01% +202 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,247 $1.11M 0.03% +70 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 23,669 $1.04M 0.52% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 23,505 $1.04M 0.1% -1,723 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 23,000 $1.01M 0.3% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 22,988 $1.01M 0.66% +4,322 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 22,441 $998K 0.7% -3,530 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,957 $924K 0.3% +655 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 20,751 $915K 0.59% +1,503 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,231 $848K 0.06% +585 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,028 $795K 0.09% -700 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 17,164 $757K 0.12% -3,282 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 16,942 $747K 0.24% +2,515 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 16,069 $703K 0.47% -148 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,609 $695K 0.02% +535 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,262 $673K 0.01% -93 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,740 $650K <0.01% +1 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 13,538 $597K 0.03% +746 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 13,154 $580K 0.56% 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 12,585 $555K 0.1% -116 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,277 $541K 0.02% +22 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,000 $529K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,408 $503K 0.01% +55 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,858 $479K 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 $459K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,162 $448K <0.01% -18 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,018 $442K <0.01% +2,454 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,672 $426K 0.07% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,622 $424K 0.13% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,508 $419K 0.02% +3,375 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,279 $409K <0.01% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 9,019 $398K 0.24% +25 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for CPR Investments Inc. 7,550 $333K 0.22% -649 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,535 $332K <0.01% +1,376 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 7,412 $327K 0.16% +20 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,404 $326K <0.01% +11 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,691 $300K <0.01% -4,379 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,762 $298K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,747 $297K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,676 $294K <0.01% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 6,518 $287K 0.17% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,493 $286K 0.04% -1,327 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,292 $277K 0.27% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,774 $255K <0.01% -12,187 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,753 $254K <0.01% +5,348 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,710 $252K 0.04% +31 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,635 $248K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,119 $226K 0.02% -6,595 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,080 $224K 0.01% +4,230 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,878 $215K 0.03% 0 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 4,737 $212K 0.22% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,659 $205K <0.01% +8 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,605 $203K 0.07% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,118 $182K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,035 $178K 0.01% -39 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,002 $176K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,949 $174K 0.01% -250 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,516 $111K <0.01% +5 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 994 $45K 0.01% +400 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 965 $42.5K <0.01% +29 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 955 $42.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 945 $41.7K <0.01% -9 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 837 $36.9K <0.01% -189 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 821 $36.2K <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 684 $30.2K <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 525 $23.1K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 517 $22.8K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 460 $20.3K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 460 $20.3K <0.01% +6 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 437 $19.3K <0.01% +301 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 391 $17.2K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 230 $10.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $8.82K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 159 $7.02K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 150 $6.61K <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 111 $4.93K <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 $4.41K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 41 $1.81K <0.01% 13F-HR Timeline 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.