Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 741,581 $27.5M 3.93% -25,029 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 587,465 $21.8M 1.33% +253,005 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 312,734 $11.6M +110,588 Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 191,060 $7.09M +16,757 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 123,429 $4.5M <0.01% +33,169 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 110,768 $4.11M <0.01% +16,548 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 65,987 $2.45M 0.12% +1,155 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 44,482 $1.65M 0.01% +7,524 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,066 $1.64M 0.08% +9,216 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 33,966 $1.26M 0.04% +3,012 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 28,300 $1.05M 0.62% +5,120 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 25,180 $934K 0.01% +549 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,528 $873K <0.01% -69,842 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,169 $563K <0.01% -2,415 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,557 $540K <0.01% -504 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 13,243 $491K 0.28% +105 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,472 $426K <0.01% -66 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,728 $399K 0.01% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,465 $388K 0.04% +618 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,233 $343K <0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,187 $341K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,406 $312K <0.01% -360 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 11,241 $303K 0.19% +4,647 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,608 $282K 0.01% +1,640 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,264 $270K 0.07% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,460 $240K 0.04% -4,737 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,058 $225K 0.01% +1,963 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,241 $155K <0.01% -42,355 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,317 $86K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,853 $68.8K <0.01% -8 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 767 $28.5K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 693 $25.7K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 298 $11.1K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 140 $5K <0.01% +73 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 90 $3.34K <0.01% new 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 73 $2.61K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 43 $1.6K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 40 $1.48K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8 $330 <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5 $186 <0.01% 0 13F-HR Timeline