OxenFree Capital LLC More: the full row for OxenFree Capital LLC 932,285 $42.1M 20.42% -63,541 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 612,167 $25.7M 0.01% -39,231 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 485,633 $20.4M 4.07% +72,967 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 447,930 $18.8M 0.03% +8,721 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 392,074 $16.5M 0.02% -18,660 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 379,492 $15.9M 1.97% +13,581 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 277,643 $11.7M 2.53% -88,895 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 267,802 $11.2M 0.04% +99,805 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 265,132 $11.1M <0.01% +11,403 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 252,244 $10.3M <0.01% +33,274 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 230,875 $9.39M 0.69% +5,080 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 223,565 $9.38M 0.01% +22,827 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 205,724 $8.63M 0.01% +4,946 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 186,029 $7.81M 4.42% -9,925 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 165,680 $6.95M 0.09% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 151,734 $6.37M 5.02% -1,941 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 150,820 $6.33M <0.01% +5,806 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 148,534 $6.23M 0.35% -3,653 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 142,425 $5.98M 2.81% +7,750 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 137,888 $5.79M 0.01% +2,541 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 124,152 $5.21M -8,353 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 113,937 $4.78M <0.01% -11,742 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 107,744 $4.52M 3.87% +309 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 104,666 $4.39M <0.01% +2,922 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 88,163 $3.7M 0.16% -232 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 85,958 $3.61M 0.2% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 82,611 $3.47M 0.01% +20,416 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 81,487 $3.42M 0.02% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 79,721 $3.35M 0.59% +1,600 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 78,411 $3.29M 0.01% +22,039 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 74,992 $3.15M 0.01% +7,428 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 74,144 $3.11M 1.17% +1,135 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 70,363 $3.08M 0.47% +1,129 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,136 $3.07M <0.01% +379 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 54,596 $2.29M 0.19% -37 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 51,167 $2.15M 0.05% +17,788 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,458 $2.12M 0.01% -51 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 49,894 $2.09M 0.01% +3,784 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 43,573 $1.83M <0.01% +4,012 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 39,681 $1.67M 0.3% +6,998 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38,076 $1.6M 0.04% +956 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,163 $1.52M <0.01% -1,836 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 35,898 $1.51M 0.02% -30,561 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,726 $1.37M <0.01% +232 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 31,950 $1.34M 0.01% -16,042 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,339 $1.27M 0.05% +733 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 29,860 $1.25M 0.56% +2,493 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 28,011 $1.18M 1% +694 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 26,116 $1.1M <0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,321 $1.06M 0.03% +74 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 23,823 $1000K 0.67% +154 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,813 $999K <0.01% +18,039 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 23,000 $965K 0.3% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 22,898 $961K 0.62% -90 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,837 $875K 0.07% -2,668 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 20,589 $864K 0.56% -162 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,156 $846K 0.26% -801 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,525 $819K 0.05% +294 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,488 $818K 0.01% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 19,160 $804K 0.13% +1,996 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 19,135 $803K 0.57% -3,306 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 17,549 $737K 0.25% +607 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,374 $729K <0.01% +7,356 13F-HR Timeline Immaculate Wealth Management LLC More: the full row for Immaculate Wealth Management LLC 17,347 $728K 5.75% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,048 $715K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,172 $696K 0.02% -437 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,415 $647K 0.03% +1,877 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,062 $632K 0.01% -200 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 13,899 $628K 0.4% -2,170 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,371 $603K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,235 $555K 0.05% -4,793 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,135 $551K 0.03% -35,330 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,290 $516K 0.02% +13 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,004 $504K <0.01% -2,736 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,000 $504K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,408 $479K 0.01% 0 13F-HR/A Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 10,900 $457K 0.09% -1,685 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,858 $456K 0.18% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,413 $437K <0.01% 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,139 $426K <0.01% -23 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,093 $424K 0.08% +1,270 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,622 $404K 0.12% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,355 $393K <0.01% +76 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 8,872 $372K 0.05% -800 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,704 $365K 0.01% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,693 $365K 0.01% +282 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,690 $365K 0.01% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,621 $362K 0.18% +1,209 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,520 $358K <0.01% +662 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,428 $354K 0.02% -1,080 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,804 $328K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,738 $325K 0.02% +2,658 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,627 $320K <0.01% +92 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,422 $311K <0.01% +18 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,793 $287K <0.01% +102 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,021 $286K <0.01% +1,268 13F-HR/A Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,747 $283K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,676 $280K <0.01% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 6,518 $274K 0.15% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,511 $273K 0.04% +18 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,140 $258K <0.01% -622 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,105 $256K 0.25% -187 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,710 $252K 0.02% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,460 $229K 0.01% -175 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,151 $216K 0.08% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,892 $205K <0.01% -103,981 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,878 $205K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,118 $173K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,104 $172K 0.01% +69 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,002 $168K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,949 $166K 0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,616 $110K <0.01% +100 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,361 $99.1K 0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,480 $62.1K 0.04% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,289 $54.1K <0.01% +344 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 955 $44.2K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,015 $42.6K <0.01% +178 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 994 $42K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 933 $39.2K <0.01% -32 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 821 $34.5K <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 $28.7K <0.01% 0 13F-HR/A Timeline Group Financial Life Planners More: the full row for Financial Life Planners 565 $23.7K 0.02% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 525 $22K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 509 $21.4K <0.01% +49 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 462 $19.4K <0.01% +2 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 450 $18.9K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 391 $16.4K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 371 $15.6K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 307 $12.9K <0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $8.39K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 193 $8.1K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 160 $6.7K <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 158 $6.63K <0.01% +8 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 111 $4.66K 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 $4.2K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 41 $1.86K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $21 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $12 <0.01% -517 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.