WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 616,000 $28M 0.23% new 13F-HR Timeline Group Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 527,374 $24M 19.43% +28,848 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 334,046 $15.2M <0.01% +36,986 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 204,934 $9.31M 2.59% +5,515 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 185,344 $8.42M 1.23% -3,725 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 184,292 $8.38M 0.2% +1,875 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 115,099 $5.23M 0.01% +25,714 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 85,333 $3.92M 0.26% +6,114 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 85,043 $3.87M 0.43% +768 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 80,925 $3.68M 0.09% +7,855 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 70,817 $3.22M 0.24% +21,179 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 69,833 $3.17M <0.01% -48,675 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 64,046 $2.91M 0.11% -154 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 62,204 $2.83M 2% +2,395 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 59,969 $2.73M 0.1% -13,188 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,901 $2.72M <0.01% +10,038 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 56,341 $2.56M 0.16% +10,191 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 48,744 $2.22M 0.01% +13,197 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 46,248 $2.1M 1.1% +13,353 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45,097 $2.05M 1.92% 13F-HR/A Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 38,252 $1.81M 0.72% +711 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 39,858 $1.81M 0.47% +2,899 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 35,499 $1.61M 0.02% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 33,693 $1.53M <0.01% -13,907 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,159 $1.37M <0.01% +3,295 13F-HR/A Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 29,289 $1.33M -21,477 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 27,540 $1.25M -5,969 Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 25,684 $1.17M 0.09% +834 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,897 $1.09M <0.01% -18,788 13F-HR Timeline Group Financial Advisory Corp More: the full row for Financial Advisory Corp 23,885 $1.09M 0.16% +1,460 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,770 $1.08M <0.01% +2,641 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 22,838 $1.04M 0.28% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 20,585 $936K <0.01% +152 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,549 $843K <0.01% +7,446 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,179 $826K <0.01% +3,297 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,247 $784K <0.01% +475 13F-HR/A Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 17,189 $781K 0.37% +2,955 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 16,706 $759K 0.32% -16,732 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 14,786 $672K 0.03% +125 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,327 $651K <0.01% -227 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,568 $617K <0.01% +1,004 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,455 $612K 0.01% +2,669 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 13,060 $594K 0.34% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 12,397 $563K 0.29% +2,066 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,046 $547K 0.02% -1,327 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,317 $514K 0.03% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,205 $509K 0.11% +1,566 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 10,942 $497K 0.12% +27 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 9,223 $419K 0.13% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,906 $405K 0.06% +555 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,300 $377K 0.1% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,292 $377K <0.01% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 7,800 $355K 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,785 $354K <0.01% +150 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,588 $345K <0.01% +597 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,315 $332K 0.02% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 7,036 $320K 0.03% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,877 $313K 0.03% -25,070 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,789 $309K 0.06% -230 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,786 $308K 0.15% -2,644 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 6,583 $299K 0.57% +86 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,716 $259K 0.04% +680 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,649 $257K <0.01% +2,345 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 5,646 $257K 0.01% -647 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,638 $256K -158 Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,551 $252K 0.01% +473 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,454 $248K 0.01% -3,147 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,126 $240K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,078 $231K <0.01% -84 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,072 $231K 0.01% new 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 4,997 $227K 0.13% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,640 $211K 0.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,567 $208K <0.01% 0 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,544 $207K 0.03% 0 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,236 $205K 0.05% 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 4,481 $204K 0.09% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,340 $197K <0.01% +3,376 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,016 $183K 0.01% +825 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,909 $132K <0.01% +453 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,779 $128K 0.09% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 2,812 $128K 0.06% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,520 $115K 0.01% +12 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,413 $64.2K <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,260 $57.3K 0.01% -200 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,145 $52K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 917 $41.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 867 $39.4K <0.01% +435 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 817 $37.1K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 600 $27.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 410 $18.8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 367 $16.7K <0.01% -37 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 350 $15.9K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 350 $15.9K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 327 $14.9K <0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 299 $13.6K 0.01% +132 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 250 $11K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 215 $9.77K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 91 $4.13K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47 $2K <0.01% -112 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8 $390 <0.01% +7 13F-HR/A Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3 $136 <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $31 <0.01% 0 13F-HR Timeline Group