O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 348,644 $11.3M 4.99% -17,274 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 310,648 $10M 6.94% -89,490 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 202,055 $6.53M +191,926 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 159,079 $5.14M 0.02% +1,999 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 154,494 $4.99M 1.84% +124,425 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 118,577 $3.83M 3.24% -9,249 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 102,192 $3.3M 1.12% -11,314 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 96,971 $3.13M 0.38% -5,406 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 90,134 $2.91M <0.01% +70,934 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 77,584 $2.51M 1.17% +52,397 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,995 $2.26M 0.01% +22,667 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 69,374 $2.24M <0.01% +558 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 66,616 $2.15M 0.02% +19,556 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 52,994 $1.71M 0.88% -524 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 51,218 $1.65M 0.04% +30,730 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 50,167 $1.62M 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,595 $1.31M 0.03% +38,391 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 35,400 $1.14M 0.02% -1,029 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 31,821 $1.03M 0.78% -2,658 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 30,954 $1000K 0.05% +8,912 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 29,115 $940K <0.01% +4,212 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,717 $831K <0.01% +2,115 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24,465 $790K 0.06% +7,120 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,524 $756K <0.01% +4,184 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,000 $646K 0.02% +17,575 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,755 $638K <0.01% new 13F-HR Timeline Group Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 19,375 $626K 0.51% -1,998 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,374 $626K <0.01% -1,998 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,190 $620K <0.01% +7,155 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,236 $557K 0.03% -8,610 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 16,301 $526K 0.03% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,587 $503K <0.01% -88 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,902 $449K 0.01% +1,656 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,663 $377K 0.06% -280 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,572 $374K 0.16% +66 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,659 $280K <0.01% -4,714 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,079 $261K 0.03% new 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,583 $245K <0.01% -382 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,528 $243K 0.03% -470 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 7,496 $242K 0.07% -5,387 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,452 $241K <0.01% +484 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,383 $238K 0.03% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,784 $219K 0.02% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,671 $215K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,249 $202K <0.01% -2,882 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,462 $144K <0.01% -315 13F-HR/A Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,057 $66.4K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,647 $53.2K <0.01% +576 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,217 $39.3K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 577 $18.6K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 428 $13.8K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 366 $11.8K <0.01% -189 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 154 $4.97K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 93 $2.99K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 87 $2.82K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $646 <0.01% -318 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $33 <0.01% 0 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.