OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 400,877 $18.7M 0.2% +2,617 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 284,386 $13.3M 3.3% -1,790 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 215,278 $10M 1.72% -5,219 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 211,243 $9.86M +53,592 Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 176,850 $8.26M 1.95% -61,636 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 143,115 $6.68M 0.64% +6,984 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 138,512 $6.47M 0.12% -5,831 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 122,306 $5.71M 1.75% -4,834 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 115,578 $5.4M <0.01% new 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 109,598 $5.12M 3.48% -3,662 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 104,915 $4.9M 0.01% -4,561 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 97,756 $4.56M <0.01% +46,502 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 96,432 $4.5M 0.01% +9,387 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 96,080 $4.48M 0.01% -27,505 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 90,264 $4.22M 0.48% -1,145 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 90,348 $4.22M 0.2% +2,537 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 88,410 $4.13M <0.01% +9,765 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 83,678 $3.91M 0.2% +9,294 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,522 $3.81M -8,493 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 66,064 $3.08M <0.01% -6,813 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 63,933 $2.98M 0.04% -5,354 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,888 $2.56M <0.01% -38,521 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 52,196 $2.44M 0.02% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 46,400 $2.17M 0.29% -6,954 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 46,330 $2.16M 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,495 $1.98M 0.04% -2,567 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 38,853 $1.81M 0.39% +6,478 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 36,779 $1.72M 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,905 $1.58M 0.06% +642 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 32,290 $1.51M 0.66% -558 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,200 $1.5M 0.02% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 27,548 $1.29M 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 27,438 $1.28M 0.2% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 26,314 $1.23M 0.26% -90,658 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,945 $1.21M 0.06% -730 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,416 $1.14M 0.06% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 24,343 $1.14M 0.05% -9,219 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 23,165 $1.08M 0.16% -28,100 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 20,827 $972K 0.13% -2 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,629 $963K 0.06% -4 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,098 $935K <0.01% +4,483 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 17,957 $838K 0.36% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 17,877 $834K 0.22% -399 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,584 $821K 0.07% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 17,404 $812K 0.39% -2,219 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,329 $809K 0.02% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 17,238 $805K 0.15% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,558 $773K 0.05% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 15,888 $742K 0.44% -84 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 15,460 $722K 0.2% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 15,163 $708K 0.38% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,064 $656K <0.01% -482 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,524 $631K <0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,138 $613K 0.1% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,106 $612K 0.01% +1,039 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,409 $579K 0.08% -7,146 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 12,246 $572K 0.18% -181 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11,691 $546K 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,215 $524K 0.01% -1,078 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 11,189 $522K 0.26% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,632 $496K 0.03% -303 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 10,352 $483K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,292 $480K 0.01% 0 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,937 $464K 0.09% -154 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,920 $416K 0.15% -1,738 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,795 $411K 0.06% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,263 $386K 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,943 $324K <0.01% +2,327 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,765 $316K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,764 $316K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,500 $303K 0.03% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,140 $286K 0.28% -2,024 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,721 $267K 0.01% new 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 5,549 $259K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,426 $253K <0.01% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,422 $253K 0.05% -30 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,281 $247K 0.01% -74 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,088 $238K 0.02% -970 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,948 $231K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,735 $221K 0.12% -34 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,512 $211K <0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,490 $210K 0.02% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,195 $196K <0.01% -99 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,912 $183K 0.01% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,837 $179K <0.01% -32 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,574 $167K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,399 $159K 0.02% -61 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,036 $142K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,885 $135K 0.01% -223 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,852 $133K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,769 $129K <0.01% -1,476 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,640 $123K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,500 $117K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,158 $101K <0.01% +153 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,939 $91K <0.01% 0 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,882 $87.8K 0.07% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,705 $79.6K 0.02% -415 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,360 $63.5K 0.02% -250 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,263 $59K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,242 $58K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,211 $56.5K <0.01% -39 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 788 $36.8K 0.03% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 389 $18.2K <0.01% -210 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 225 $10.5K <0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 205 $9.57K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 156 $7.26K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 105 $5K <0.01% +75 13F-HR Timeline Group