Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,025,176 $42.4M +81,643 Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 407,824 $16.9M 5.69% -16,152 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 371,292 $15.3M 0.01% -38,052 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 226,196 $9.35M 0.67% +189,094 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 185,314 $7.66M 0.03% +4,803 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 151,038 $6.24M 0.75% -5,052 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 139,406 $5.76M 0.01% -33,300 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 135,351 $5.59M 0.01% +25,137 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 134,584 $5.57M +50,683 Timeline Strategic Equity Management More: the full row for Strategic Equity Management 127,533 $5.27M 1.94% -20,841 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 124,690 $5.15M 0.42% +3,400 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 90,069 $3.72M 0.03% +40,248 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 83,634 $3.46M 0.16% -1,414 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 81,922 $3.39M 0.65% -20,261 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 71,720 $2.97M 0.75% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 67,417 $2.79M 0.21% +1,287 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 63,701 $2.67M 0.96% +468 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 61,901 $2.56M 1.2% -10,371 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,459 $2.46M 0.01% -9,319 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58,165 $2.4M 0.06% -5,140 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 56,107 $2.32M 1.76% +22,415 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 53,508 $2.21M <0.01% +713 13F-HR Timeline Group LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 52,637 $2.18M 0.8% +1,083 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 50,594 $2.09M 0.17% +38,590 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,623 $1.97M <0.01% +133 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 45,361 $1.87M 0.42% +1,978 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 44,024 $1.85M 0.28% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,174 $1.78M <0.01% +12,984 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 39,325 $1.63M 1.59% +116 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 37,512 $1.55M 0.11% -1,806 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,059 $1.53M 0.03% -129 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 36,047 $1.49M 0.12% +3,950 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 33,511 $1.39M 0.08% +9,577 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,834 $1.32M <0.01% +2,764 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,014 $1.2M <0.01% -2,926 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 28,119 $1.16M 0.01% -820 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 26,359 $1.09M 0.62% -13,480 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,905 $1.07M 0.01% +19,477 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 25,406 $1.05M 0.54% -369 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,791 $983K 0.02% +131 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,456 $969K 0.09% -2,607 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 22,339 $923K 0.01% -8,812 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,279 $838K 0.16% -6,312 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 20,233 $836K 0.06% -93 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 17,892 $739K 0.2% -158 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,773 $735K <0.01% +1,138 13F-HR/A Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,200 $711K 0.16% +2,600 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,608 $645K 0.22% -14 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,927 $617K <0.01% +10,236 13F-HR Timeline Group AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 13,732 $568K 1.11% -2,674 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,662 $565K 0.14% -553 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,578 $561K <0.01% +392 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,715 $526K <0.01% -72,028 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,268 $507K <0.01% 0 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 12,190 $504K 0.27% -806 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,864 $490K <0.01% -2,615 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,306 $471K 0.01% +152 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,213 $463K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,999 $454K 0.12% +83 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,914 $451K 0.02% +9 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,271 $425K -3,830 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,961 $408K <0.01% +3,265 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,472 $391K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,795 $363K 0.01% -240 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,495 $352K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,460 $350K <0.01% -159 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,553 $312K 0.03% +1,376 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,372 $305K <0.01% +695 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,090 $293K 0.09% -45 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,981 $289K 0.04% +23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,740 $279K 0.01% +135 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,533 $270K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,445 $266K 0.05% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,085 $251K <0.01% -505 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,006 $248K <0.01% -498 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,788 $239K <0.01% +19 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,715 $236K 0.03% 0 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 5,667 $234K 0.16% -326,790 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,549 $229K <0.01% +207 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,514 $228K 0.17% -480 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 5,479 $226K 0.06% -2,039 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,250 $217K 0.02% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,123 $212K 0.05% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,102 $211K 0.03% new 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,100 $211K 0.18% new 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,000 $207K 0.1% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,953 $205K 0.01% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,928 $204K 0.12% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,899 $202K 0.04% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,892 $202K 0.04% -13,093 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,591 $190K 0.03% +2,890 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,315 $178K <0.01% +2,787 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,248 $134K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,030 $125K <0.01% +105 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,190 $90.5K 0.01% +447 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,251 $86.5K 0.03% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,750 $72.3K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,180 $48.8K 0.01% +4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 861 $35.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 796 $32.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 760 $31.4K 0.01% -391 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 640 $26.5K <0.01% -413 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 554 $22.9K <0.01% -1,289 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 554 $22.9K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 453 $18.7K <0.01% -318 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 311 $12.9K <0.01% -141 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 128 $5.29K <0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 41 $1.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26 $1.07K <0.01% -135 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2 $83 <0.01% -157 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.