LPL Financial LLC More: the full row for LPL Financial LLC 453,883 $17.9M 0.01% -5,338 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 431,032 $17M 13.62% -124,581 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 204,100 $8.03M +6,952 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 151,806 $5.97M 0.02% -14,590 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 114,226 $4.49M <0.01% -11,681 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,571 $4.23M 0.01% +6,152 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 103,597 $4.08M 0.39% +4,250 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 90,919 $3.58M 0.24% +2,154 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 78,416 $3.48M 0.37% +67,108 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 68,784 $2.71M -17,536 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 61,322 $2.41M <0.01% +1,418 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,614 $2.27M <0.01% +10,086 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 51,201 $2.01M 0.08% -25,487 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 48,906 $1.92M <0.01% +12,548 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 47,398 $1.86M 0.02% +2,036 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,254 $1.78M 0.03% +159 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 44,690 $1.76M 0.44% -58,544 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 44,736 $1.71M 0.02% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 36,310 $1.43M 0.12% +404 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 30,330 $1.19M 0.01% -21,221 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 28,655 $1.13M 0.82% -1,207 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 27,654 $1.09M 0.66% +1,148 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 26,390 $1.04M 0.13% +492 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,394 $1.04M <0.01% -2,339 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 25,603 $1.01M 0.37% +1,244 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 22,717 $894K <0.01% +850 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,209 $874K 0.02% -5,904 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 22,062 $868K 0.1% +1,582 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 21,784 $857K 0.39% +1,789 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,493 $845K 0.02% -257 13F-HR/A Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 18,189 $715K 0.35% -6,864 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 17,789 $700K 0.29% -61 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,287 $641K <0.01% +15,647 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,847 $584K 0.03% -6,137 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,596 $573K <0.01% +996 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,249 $521K <0.01% -5,546 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12,679 $499K 0.15% -70,941 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,043 $474K 0.01% +1,383 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 11,866 $467K 0.17% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,861 $467K 0.01% +4 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,746 $462K 0.01% +4,471 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,515 $453K 0.04% +227 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,888 $428K <0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,727 $422K <0.01% -31,262 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,520 $414K 0.01% -248 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,856 $387K 0.05% +1,591 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,226 $363K <0.01% new 13F-HR/A Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,800 $346K 0.09% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,694 $342K 0.07% +848 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,568 $337K 0.04% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 8,107 $319K 0.19% -813 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,790 $306K <0.01% +1,685 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 7,102 $279K 0.09% new 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,193 $243K 0.04% +242 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,160 $242K 0.02% new 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,098 $240K 0.04% +234 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,014 $237K 0.06% -415 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,980 $235K 0.17% 0 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,217 $205K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,542 $179K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,854 $152K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,725 $147K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,675 $145K <0.01% +627 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,675 $114K <0.01% +1,215 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,643 $64.6K <0.01% -1,739 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,500 $59K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,500 $59K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,436 $56.5K <0.01% -437 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,163 $45.7K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 800 $31.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 650 $25.6K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 554 $21.8K <0.01% +52 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 485 $19.1K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 435 $17.1K -300 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 361 $14.2K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 250 $10K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 196 $7.71K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 176 $6.93K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 116 $4.56K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 113 $4.44K <0.01% +1 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $51 <0.01% 0 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $31 <0.01% +1 13F-HR Timeline Group