COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 163,933 $6.1M 0.01% -4,704 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 138,860 $5.17M 1.07% +551 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 140,583 $5.06M 0.14% -5,323 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 118,440 $4.41M 0.05% +2,060 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,465 $3.74M 0.01% -9,126 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 80,289 $2.99M 0.97% -5,958 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 72,940 $2.72M 1.19% -19,489 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 69,060 $2.57M 0.95% +3,607 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 68,467 $2.55M -127,125 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,777 $2.19M <0.01% +37,156 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 56,560 $2.1M 0.69% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 56,184 $2.09M 0.43% -2,026 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,772 $1.93M <0.01% -52,302 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 49,982 $1.86M <0.01% +6,254 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49,458 $1.84M 0.05% -282 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 44,654 $1.66M 0.01% -2,763 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 37,787 $1.41M 0.01% -165 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 38,840 $1.4M 0.12% +21,963 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 37,234 $1.39M 0.5% -9,735 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,451 $1.17M 0.02% -200 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 29,031 $1.08M 0.07% +2,554 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 24,638 $980K 0.9% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 26,184 $975K <0.01% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 26,130 $973K 0.09% -27,176 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 25,957 $966K 0.2% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,148 $936K <0.01% -28,170 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 24,599 $916K 0.23% -8,181 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 21,494 $800K 0.08% +514 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,049 $746K <0.01% +20,000 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,474 $725K <0.01% -1,236 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 18,006 $670K 0.01% +2,168 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,609 $655K <0.01% +845 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 17,303 $644K 0.5% -1,965 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,112 $637K 0.03% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 15,315 $570K 0.49% -1,417 13F-HR/A Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 13,148 $489K 0.16% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 12,447 $463K 0.22% -3,652 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,225 $455K <0.01% -12,598 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,015 $447K 0.02% +88 13F-HR/A Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 11,977 $446K 0.27% -3 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,652 $434K 0.03% +5,000 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,511 $428K 0.27% -55 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,033 $411K <0.01% +499 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,956 $408K 0.23% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,895 $406K 0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,784 $327K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,478 $316K <0.01% +8,459 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,703 $287K 0.05% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,668 $285K 0.01% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,574 $282K 0.03% -14 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 7,542 $281K 0.04% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,276 $271K <0.01% +79 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,190 $268K 0.05% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 7,171 $267K 0.13% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,165 $267K 0.07% -1,449 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,911 $257K 0.08% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,767 $252K <0.01% +14 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,390 $238K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,386 $238K 0.01% -8,272 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,281 $234K 0.03% -81 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 6,076 $226K 0.23% -75 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,032 $225K 0.18% -1,270 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,902 $220K 0.21% +410 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,706 $175K 0.01% -30 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,954 $147K <0.01% -4 13F-HR/A Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,000 $112K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,085 $77.6K <0.01% +1,123 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,248 $46.5K <0.01% -10 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,133 $42.2K 0.02% -72 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,120 $41.7K <0.01% -1,372 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 848 $31.6K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 635 $23.6K <0.01% -625 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 325 $12K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 315 $11.7K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 283 $10.5K <0.01% -23 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 71 $2.64K <0.01% -2,950 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 66 $2.45K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -10,708 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.