OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 398,260 $17.3M 0.21% +1,924 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 286,176 $12.4M 3.41% -15,062 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 238,486 $10.4M 2.86% -21,412 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 220,497 $9.58M 1.89% -42,338 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 157,651 $6.85M +35,246 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 144,343 $6.27M 0.13% -2,885 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 136,131 $5.91M 0.65% +2,237 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 127,140 $5.52M 1.86% +2,878 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 123,585 $5.37M 0.01% -32,495 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 116,972 $5.08M 1.23% -5,239 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 113,260 $4.92M 3.79% -8,733 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 109,476 $4.75M 0.01% -3,499 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 91,409 $4.26M 0.5% -25,988 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 93,409 $4.06M <0.01% -42,104 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 90,015 $3.91M -10,434 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 87,811 $3.81M 0.21% +76,111 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,045 $3.78M 0.01% +805 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 78,645 $3.42M <0.01% +10,051 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 74,384 $3.31M 0.19% +12,098 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 72,877 $3.16M <0.01% +9,221 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 69,287 $3.01M 0.05% +19,646 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 53,354 $2.32M 0.37% +3,028 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 52,637 $2.29M 0.01% -18,380 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 52,196 $2.27M 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 51,265 $2.23M 0.38% -515 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 51,254 $2.23M <0.01% -173 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,062 $1.96M 0.04% +3,988 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 36,779 $1.6M 0.03% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 33,562 $1.46M 0.08% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,263 $1.44M 0.08% -3,987 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 32,848 $1.43M 0.73% -193 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 32,375 $1.41M 0.41% +3,025 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,200 $1.4M 0.02% 0 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 29,686 $1.29M 0.05% -3,555 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,548 $1.2M 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 27,438 $1.19M 0.22% -2,321 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 26,675 $1.16M 0.06% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,416 $1.06M 0.06% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,633 $938K 0.06% -12 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 20,829 $905K 0.14% -512 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 19,623 $852K 0.42% -445 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 19,555 $849K 0.12% -2,306 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 18,276 $794K 0.24% -249 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,584 $764K 0.08% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,329 $753K 0.02% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 17,238 $749K 0.16% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,558 $719K 0.06% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 15,972 $694K 0.51% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 15,460 $671K 0.21% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,615 $668K <0.01% -6,962 13F-HR/A Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 15,163 $658K 0.39% +2,421 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,546 $632K <0.01% -242 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,702 $595K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,524 $587K <0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,138 $571K 0.11% -802 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,032 $566K 0.01% -16,791 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 12,427 $540K 0.2% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,293 $534K 0.01% +3,807 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,067 $524K 0.01% +220 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11,691 $508K 0.06% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 11,189 $486K 0.26% -180 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,935 $475K 0.03% -383 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,658 $463K 0.18% 0 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 $447K 0.01% 0 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,091 $438K 0.09% -62,453 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,795 $382K 0.06% -29 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,164 $360K 0.29% -689 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,263 $359K 0.11% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,766 $294K <0.01% 0 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,765 $294K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,764 $294K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,500 $282K 0.03% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,058 $263K 0.02% -3,875 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 5,549 $241K 0.12% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,452 $237K 0.05% -2 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,426 $236K <0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,355 $233K 0.01% -28 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,948 $215K 0.01% +113 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,944 $215K <0.01% -1,245 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,835 $210K 0.09% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,769 $207K 0.13% -102 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,616 $202K <0.01% -544 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,294 $186K <0.01% +3,934 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,245 $184K <0.01% -431 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,906 $170K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,869 $168K <0.01% +32 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,460 $150K 0.02% -718 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,416 $148K 0.01% -459 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,108 $135K 0.01% -166 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,036 $132K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,640 $115K 0.02% -2,724 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,500 $109K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,205 $95.8K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,120 $92.1K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,005 $87.1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,939 $84K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,627 $70.7K 0.02% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,610 $69.9K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,530 $66.4K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,500 $64.4K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,377 $59.8K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,263 $54.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,250 $54.3K <0.01% -12 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 599 $26K <0.01% 0 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 205 $8.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 156 $6.68K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 147 $6.4K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 144 $6.29K <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 30 $1K <0.01% -1,471 13F-HR Timeline Group