O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 345,397 $11.5M 4.83% -3,247 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 249,281 $8.32M 6.69% -61,367 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 212,679 $7.1M 0.02% +53,600 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 153,080 $5.11M 1.89% -1,414 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 104,611 $3.49M 2.55% -13,966 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 102,192 $3.3M 1.12% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 84,831 $2.83M 0.32% -12,140 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 78,371 $2.66M 0.03% new 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 79,783 $2.66M 1.2% +2,199 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 79,382 $2.65M 0.02% +12,766 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 77,773 $2.6M 0.01% +7,778 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 71,336 $2.38M 0.01% +21,169 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 71,248 $2.38M <0.01% +1,874 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 53,599 $1.79M 0.05% +2,381 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 52,315 $1.76M 1.06% +20,494 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49,173 $1.64M 0.06% +18,219 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 47,765 $1.59M 0.77% -5,229 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,882 $1.46M <0.01% +18,165 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40,594 $1.34M <0.01% +17,070 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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COLE ADVISORS, INC. 35,428 $1.18M 0.02% +28 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 34,679 $1.16M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 29,197 $975K <0.01% +82 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 26,344 $879K 0.05% +10,043 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24,180 $807K 0.05% -285 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,526 $761K 0.08% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 22,556 $753K 0.56% +3,181 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 22,555 $753K <0.01% +3,181 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,150 $706K 0.01% +7,248 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 21,015 $701K 0.26% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,416 $681K 0.02% +416 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,303 $678K <0.01% +548 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,453 $616K 0.03% +1,217 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,336 $545K <0.01% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,607 $387K 0.15% +35 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,525 $385K 0.06% -138 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,082 $370K <0.01% +2,423 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,437 $348K <0.01% -8,753 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,329 $311K <0.01% +1,877 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,167 $274K 0.03% +88 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,383 $246K 0.03% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,213 $241K <0.01% -370 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,136 $238K 0.03% -392 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,013 $234K 0.02% +229 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,820 $226K <0.01% +2,358 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,671 $224K 0.01% 0 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Values First Advisors, Inc. 2,769 $92.5K 0.05% +712 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,648 $56K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,658 $55.3K <0.01% +11 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 595 $19.9K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 577 $19.3K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 451 $15.1K <0.01% +23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 406 $13.6K <0.01% +386 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 366 $12.2K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 285 $10K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 192 $6.42K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 169 $5.64K <0.01% new 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 155 $5.16K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 93 $3.09K <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 $2.91K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $55 <0.01% 0 13F-HR/A Timeline Group