WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 580,000 $24M 0.2% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 535,491 $22.2M 0.01% +380,764 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 417,463 $17.3M <0.01% +15,632 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 338,179 $14M 11.36% +131,407 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 291,506 $12.1M 0.76% +17,412 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 254,682 $10.6M 2.94% +15,865 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 220,254 $9.13M 0.01% +34,038 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 182,510 $7.57M 1.11% -3,733 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 172,937 $7.17M 3.51% +4,729 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 154,462 $6.77M 2.7% +1,644 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 152,633 $6.53M 0.01% +138,264 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 156,322 $6.48M -19,591 Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 142,889 $5.92M 0.02% +18,116 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 115,240 $4.78M 0.01% +4,347 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 87,116 $3.61M 1.89% -9,700 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 83,316 $3.45M 0.13% +5,041 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 49,418 $2.05M 0.05% -271 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 47,767 $1.98M 0.35% +3,394 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 46,730 $1.94M 0.83% -598 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 46,636 $1.93M 0.01% +1,286 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 42,497 $1.76M 1.24% +1,357 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 42,038 $1.74M 0.46% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 41,458 $1.72M 0.02% -27,039 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 40,679 $1.69M <0.01% -177 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 37,440 $1.55M -7,007 Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 33,575 $1.39M 0.32% -3,218 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,189 $1.38M 0.05% -30,155 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 32,479 $1.35M 0.49% +18,124 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 32,401 $1.34M 0.02% -20,923 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 30,687 $1.27M <0.01% -16,971 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,484 $1.26M <0.01% +13,778 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,765 $1.19M <0.01% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,348 $1.18M 0.09% -14,494 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 28,136 $1.17M 0.56% +5,000 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 26,874 $1.11M 0.38% +1,598 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,434 $1.1M 0.02% +5,136 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 26,318 $1.09M 0.01% +6,160 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,838 $905K <0.01% 0 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 21,669 $898K 0.37% +730 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,595 $895K 0.02% +897 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 21,078 $874K 0.23% +953 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,031 $872K <0.01% -1,956 13F-HR Timeline Group SageOak Financial, LLC More: the full row for SageOak Financial, LLC 20,329 $843K 0.61% +648 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,846 $823K <0.01% +1,888 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,134 $669K 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,600 $647K <0.01% -5,360 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,379 $637K <0.01% +1,613 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,257 $632K <0.01% +8,041 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,770 $612K <0.01% -12,433 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,551 $520K 0.04% +71 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,554 $479K <0.01% +708 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,119 $461K <0.01% +1,941 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,520 $436K 0.01% +1,109 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,960 $371K 0.02% -1,133 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,694 $360K 0.05% +500 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,797 $323K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,341 $304K <0.01% -280 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,709 $293K 0.19% -34 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,073 $293K 0.03% +251 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 7,027 $291K 0.09% -222 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 6,797 $282K 0.15% +5,091 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,595 $232K 0.01% +4,890 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,352 $222K 0.05% -6,243 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 5,157 $214K 0.2% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,086 $86.5K 0.03% -15 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,880 $77.9K 0.04% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,538 $63.8K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,386 $57.4K <0.01% +1,216 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,249 $52.5K 0.04% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,240 $51.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,006 $41.7K <0.01% -410 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 984 $40.8K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 960 $39.8K <0.01% +403 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 866 $35.9K <0.01% +9 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 722 $29.9K <0.01% +618 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 378 $15.7K <0.01% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 320 $13.3K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 175 $7K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 120 $4.97K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 114 $4.72K <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 105 $4.34K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 97 $4.02K <0.01% -1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 89 $3.69K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9 $381 <0.01% +8 13F-HR/A Timeline Group