WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 616,000 $28.6M 0.21% 0 13F-HR Timeline Group Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 530,510 $25M 15.8% +3,136 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 348,412 $16.2M <0.01% +14,366 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 210,668 $9.78M 2.59% +5,734 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 191,301 $8.88M 0.21% +7,009 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 185,236 $8.6M 1.23% -108 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 167,762 $7.79M 0.47% +111,421 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 111,043 $5.16M 0.01% -4,056 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 86,889 $4.04M 0.04% +51,390 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 86,077 $4M 0.46% +1,034 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 82,896 $3.96M <0.01% +13,063 13F-HR/A Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 76,927 $3.57M 2.44% +14,723 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 73,233 $3.4M 0.13% +9,187 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 71,246 $3.31M 0.25% +429 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,988 $2.93M <0.01% +3,087 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 54,808 $2.54M 0.02% +6,064 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 50,510 $2.35M 0.07% -9,459 13F-HR/A Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 46,194 $2.15M 1.97% +1,097 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,335 $1.73M <0.01% +3,642 13F-HR Timeline Group O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 36,827 $1.71M 0.7% -1,425 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,146 $1.49M <0.01% +1,987 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 29,178 $1.36M -111 Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 28,058 $1.3M 0.1% +2,374 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,055 $1.21M -1,485 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,437 $1.18M <0.01% +1,667 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 24,674 $1.15M 0.16% +789 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,978 $1.14M <0.01% +6,429 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 23,785 $1.1M 0.28% +947 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 21,961 $1.03M 0.66% -24,287 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 20,433 $949K <0.01% -152 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,996 $929K <0.01% -3,901 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 18,991 $882K 0.4% +1,802 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,214 $799K 0.03% +5,168 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,224 $753K 0.01% +2,769 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 15,770 $732K 0.13% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,305 $711K <0.01% -2,874 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,145 $703K 0.04% +359 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,594 $678K <0.01% +1,026 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 13,453 $625K 0.33% +1,056 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 13,319 $619K 0.36% +259 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 12,587 $585K 0.27% -4,119 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 12,563 $583K 0.17% +3,340 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,420 $577K <0.01% -1,907 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,212 $521K 0.12% +7 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 11,124 $517K 0.11% +182 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,980 $510K 0.06% +3,180 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,703 $497K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,359 $481K 0.01% +5,287 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,298 $478K 0.03% -1,019 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,606 $446K 0.06% +700 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,379 $436K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,545 $397K 0.01% +8,195 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,300 $385K 0.1% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,271 $384K <0.01% -21 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,821 $363K 0.03% -77,512 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,638 $355K <0.01% -147 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,588 $352K <0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,526 $350K 0.02% +211 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,100 $330K 0.05% +1,384 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,934 $322K <0.01% new 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,844 $318K 0.02% -33 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,789 $315K 0.06% 0 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 6,745 $313K 0.02% +1,099 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,702 $265K 0.01% +151 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,640 $262K 0.01% +2 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,454 $253K 0.01% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,734 $220K 0.03% +94 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,567 $212K <0.01% 0 13F-HR Timeline Group Forge Financial Services LLC More: the full row for Forge Financial Services LLC 4,458 $207K 0.02% -23 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,331 $202K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,340 $202K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,140 $146K <0.01% -1,938 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,064 $140K <0.01% new 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,003 $139K <0.01% +94 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 2,883 $134K 0.06% +71 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,844 $132K 0.01% +324 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,691 $125K <0.01% -1,325 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,413 $65.6K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,260 $58.5K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,145 $53.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 917 $42.6K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 817 $37.9K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 600 $27.9K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 450 $20.9K 0.06% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 434 $20.1K <0.01% -433 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 410 $18.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 350 $16.3K <0.01% 0 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 327 $15.2K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 317 $14.7K <0.01% -50 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 267 $12.4K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 250 $12K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 117 $5.42K <0.01% +26 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47 $2.18K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $1.85K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8 $380 <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3 $139 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $32 <0.01% 0 13F-HR/A Timeline Group