Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 943,533 $36.2M +15,754 Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 423,976 $16.3M 6.26% +13,950 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 409,344 $15.7M 0.01% +20,099 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 332,457 $13.5M 9.37% +3,111 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 180,511 $6.93M 0.03% -714 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 172,706 $6.63M 0.02% -29,376 13F-HR/A Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 156,090 $6M 0.79% -29,409 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 148,374 $5.7M 2.4% +27,759 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 121,290 $4.66M 0.33% -1,055 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 110,214 $4.23M <0.01% +20,478 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 102,183 $3.92M 0.7% -8,199 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 85,048 $3.27M 0.18% -3,702 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,743 $3.25M <0.01% -587 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 83,901 $3.22M 0.21% -579 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 73,429 $2.82M 0.15% +894 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 72,272 $2.78M 1.47% +19,070 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,778 $2.64M 0.01% +3,810 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 66,130 $2.54M 0.25% +2,395 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 63,233 $2.44M 1.08% +26,899 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 63,305 $2.43M 0.04% +31,914 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 52,795 $2.03M <0.01% -2,183 13F-HR Timeline Group LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 51,554 $1.98M 0.81% +15,768 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 49,821 $1.91M 0.02% +21,317 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,490 $1.82M <0.01% +2,911 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 43,383 $1.67M 0.46% +4,926 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 39,839 $1.53M 1.19% -6,381 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 39,318 $1.51M 0.15% -2,758 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 39,209 $1.51M 1.59% +13,093 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,188 $1.43M 0.04% +585 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 37,102 $1.43M 0.11% +6,305 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 33,692 $1.25M 1.17% -8,635 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 32,097 $1.23M 0.11% +200 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,940 $1.23M <0.01% +15,538 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31,151 $1.2M 0.02% -570 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,190 $1.16M <0.01% +1,202 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,070 $1.12M <0.01% +84 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,939 $1.11M 0.01% -44,625 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 26,591 $1.02M 0.2% +945 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 26,063 $1M 0.1% +7,610 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 25,775 $990K 0.56% +2,286 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 23,934 $919K 0.06% +12,438 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,660 $909K 0.03% +478 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 20,326 $781K 0.06% -772 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 17,985 $700K 0.13% -2,466 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 18,050 $693K 0.2% -843 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 16,635 $639K <0.01% +15,194 13F-HR/A Timeline Group AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 16,406 $630K 1.04% -13,275 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,622 $600K 0.4% -53,713 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,298 $588K 0.03% -176 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,936 $574K <0.01% +7,468 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 14,600 $561K 0.13% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,479 $556K <0.01% -988 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 14,215 $546K 0.15% -7,394 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,101 $542K +550 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,186 $506K <0.01% +81 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 12,996 $499K 0.29% -270 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 12,630 $485K 0.09% -6,452 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,268 $471K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,004 $459K 0.04% +3,751 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,154 $429K 0.01% +2,004 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,916 $419K 0.1% +48 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,905 $419K 0.03% +3,398 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,463 $363K <0.01% +5,284 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,035 $347K 0.01% +223 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,002 $347K 0.02% -17,687 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,619 $331K <0.01% -421 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,873 $302K 0.11% -615 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,758 $298K <0.01% -23,945 13F-HR Timeline Group Paradiem, LLC More: the full row for Paradiem, LLC 7,518 $289K 0.08% -1 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,135 $274K 0.1% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,958 $267K 0.04% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,916 $266K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,677 $256K <0.01% -250 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,696 $256K <0.01% +5,713 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,605 $254K 0.01% -89 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,588 $253K 0.19% -2,174 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,533 $251K 0.03% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,504 $250K <0.01% +120 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,428 $247K <0.01% +1,440 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,590 $246K <0.01% -1,486 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,177 $237K 0.02% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,994 $230K 0.19% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,769 $222K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,715 $220K 0.03% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,342 $205K <0.01% -81 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,250 $202K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,691 $180K <0.01% +1,135 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,248 $125K 0.01% -99 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,925 $112K <0.01% +1,292 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,142 $82.3K 0.06% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,843 $70.8K <0.01% +1,342 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,750 $67.2K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,743 $66.9K 0.01% -969 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,701 $65.3K 0.01% -1,913 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,528 $59.4K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,176 $45.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,151 $44.2K 0.02% -2,324 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,053 $40.5K <0.01% -2,857 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 861 $33.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 796 $30.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 771 $29.6K <0.01% +318 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 553 $21.2K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 452 $17.4K <0.01% +282 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 319 $12K <0.01% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 251 $9.64K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 161 $6.18K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 159 $6.11K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 41 $1.57K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 27 $1.03K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -362 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.