Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,071,641 $48.4M +23,236 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 447,354 $20.2M 0.01% +29,265 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 289,767 $13.1M 4.43% +166,507 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 266,844 $12M 0.76% +33,334 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 196,118 $8.85M 0.02% +9,390 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 178,958 $8.08M 2.25% -27,839 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 150,306 $6.78M 0.76% -275 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 147,794 $6.67M 0.04% +35,368 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 141,912 $6.4M +3,216 Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 133,802 $6.04M 2.51% +70,899 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 119,976 $5.41M +961 Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 118,465 $5.35M 3.1% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 87,608 $3.95M 0.15% +881 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 80,699 $3.64M <0.01% +7,809 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 79,893 $3.61M 0.62% +1,516 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 75,249 $3.4M 0.45% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 70,478 $3.21M 0.22% +1,641 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 64,398 $3.1M 0.83% -989 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 68,369 $3.09M 0.16% +12,093 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64,104 $2.89M 0.07% +4,625 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 57,959 $2.62M 1.37% +8,042 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 53,179 $2.4M 0.63% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,589 $2.19M 0.01% -5,000 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 44,800 $2.02M <0.01% +20,700 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 40,587 $1.83M 0.12% -24,147 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 39,335 $1.78M 1.6% +87 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 36,697 $1.66M 0.12% -603 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 36,119 $1.63M 0.12% +944 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,086 $1.63M <0.01% +5,297 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 35,656 $1.61M 0.07% +2,302 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,986 $1.49M <0.01% -20,712 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,973 $1.44M <0.01% +229 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 29,912 $1.35M 0.25% -500 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 24,332 $1.1M 0.12% +59 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,255 $1.09M 0.03% +700 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,143 $954K <0.01% +3,490 13F-HR Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 20,558 $928K 0.1% -285 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 19,651 $887K 0.14% +310 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 19,629 $886K 0.07% -3,443 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,459 $878K <0.01% -1,557 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,438 $877K 0.01% -2,590 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,356 $828K <0.01% +1,202 13F-HR/A Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 18,180 $820K 0.05% -138 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 17,703 $799K 0.03% +1,700 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,200 $776K 0.14% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,129 $773K <0.01% +4,840 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,223 $687K <0.01% new 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 14,982 $676K 0.12% -626 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 14,816 $669K 0.35% +3,954 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,592 $659K <0.01% +851 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,444 $607K 0.13% -239 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 12,869 $581K 0.13% -4,400 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,268 $554K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,028 $543K 0.01% +3,269 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,681 $527K 0.08% +737 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,644 $525K <0.01% +1,771 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 11,638 $525K 0.04% +1,948 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,446 $426K 0.01% +202 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,043 $408K <0.01% -32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,686 $392K 0.01% +179 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,486 $383K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,483 $383K <0.01% +364 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,378 $378K 0.06% +18 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,198 $370K 0.01% +2,453 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,836 $354K 0.06% -670 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,832 $353K 0.17% -3,208 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,532 $340K <0.01% -90 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,101 $339K 0.04% +100 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,103 $321K 0.01% +1 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,783 $306K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,652 $300K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,502 $293K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,467 $292K 0.01% -66 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 6,430 $290K 0.5% -265 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 6,161 $278K 0.12% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,085 $275K 0.03% +370 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,000 $271K 0.05% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 5,931 $268K 0.57% new 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,710 $258K 0.22% +285 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,541 $250K 0.16% +11 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 5,477 $247K 0.06% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,407 $244K <0.01% +32 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,387 $243K <0.01% -72 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,352 $242K 0.01% +836 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,180 $234K 0.04% +607 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 5,171 $233K 0.06% -14,829 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,161 $233K 0.12% -10 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,115 $231K 0.06% -299 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,110 $231K 0.02% +8 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,967 $228K 0.08% -47,824 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,000 $226K 0.09% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,716 $213K 0.01% +1 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,704 $212K 0.01% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,660 $210K 0.02% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,659 $210K 0.02% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,641 $209K 0.01% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,514 $204K 0.03% -66 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,397 $198K 0.02% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,563 $161K <0.01% +97 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,104 $140K <0.01% -144 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,756 $79K <0.01% +1,498 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,750 $79K <0.01% -294 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,296 $58.5K <0.01% +500 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,107 $50K <0.01% +822 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,100 $49.6K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 991 $44.7K <0.01% -48 13F-HR/A Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 882 $39.8K 0.01% -301 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 861 $38.9K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 641 $28.9K 0.01% +33 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 559 $25.2K <0.01% +3 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 361 $16.3K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 262 $11.8K <0.01% -7 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 119 $5.37K <0.01% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 30 $1.33K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 27 $1.22K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $11 <0.01% -640 13F-HR Timeline Group Amount filed as zero, left out of ratios.