CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 778,758 $28.1M 1.71% +180,261 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 332,811 $12M 4.91% -7,276 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 203,432 $7.33M 0.02% -24,794 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 177,278 $6.39M 4.36% +69,729 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 130,028 $4.69M 0.05% +85,977 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 129,895 $4.68M 0.53% +44,593 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 125,376 $4.52M <0.01% +14,233 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 117,713 $4.3M 0.69% +10,729 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 118,704 $4.28M <0.01% new 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 111,994 $4.04M 0.02% +8,543 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 115,152 $4.02M <0.01% +54,382 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 102,356 $3.69M 0.01% +17,143 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 98,184 $3.54M 0.01% +17,891 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 70,875 $2.55M 0.03% +23,718 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 70,614 $2.54M 0.87% +23,725 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 61,760 $2.23M <0.01% -218,921 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 56,684 $2.04M 0.94% +595 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 54,720 $1.97M 0.06% -6,796 13F-HR/A Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 44,498 $1.62M 1.03% -35,918 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 44,739 $1.61M <0.01% -771 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 41,542 $1.5M 0.41% -16,951 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40,802 $1.47M 0.03% -16,908 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 30,764 $1.11M 0.01% +4,539 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 29,007 $1.05M <0.01% -219 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,061 $830K 0.01% +14,782 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 22,708 $827K 0.52% -1,895 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,691 $746K 0.06% +2,505 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,623 $743K 0.02% +175 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,402 $735K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,869 $729K <0.01% -1,479 13F-HR/A Timeline Group Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 20,201 $728K 0.52% -1,739 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,366 $662K 0.04% -178 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 18,144 $654K +1,925 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 17,605 $635K 0.05% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 16,519 $595K <0.01% +226 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 16,241 $585K 0.27% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,942 $582K 0.01% +15,781 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,280 $515K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,077 $507K <0.01% +3,698 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 12,511 $451K 0.06% +1,577 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 12,450 $449K 0.17% -208,735 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,416 $447K <0.01% +2,058 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 11,235 $405K 0.18% -97,751 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,664 $384K <0.01% +875 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 10,183 $367K 0.13% -1,494 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,895 $321K 0.04% +1,847 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,418 $303K <0.01% +41 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,250 $297K 0.06% +2,250 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,896 $285K <0.01% -4,146 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,296 $263K <0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,185 $259K <0.01% -198 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,047 $254K 0.01% +673 13F-HR/A Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,727 $242K 0.03% +625 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,594 $238K <0.01% -1,296 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,411 $227K 0.03% new 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 6,195 $227K 0.22% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,841 $211K <0.01% +42 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,798 $209K 0.01% +2 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,578 $201K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,539 $164K <0.01% +23 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,352 $121K <0.01% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 3,104 $112K 0.06% -321 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,702 $97.4K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,451 $88.3K <0.01% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,618 $58.3K <0.01% -50 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,131 $40.8K 0.01% new 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 632 $22.8K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 598 $21.6K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 590 $21.3K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 446 $16.1K <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 339 $12.2K <0.01% new 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 315 $11.4K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 285 $10K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 156 $5.63K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 93 $3.25K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 67 $2.42K <0.01% -20 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $64 <0.01% 0 13F-HR Timeline Group