LPL Financial LLC More: the full row for LPL Financial LLC 915,259 $38.8M 0.01% +497,796 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 580,000 $24.6M 0.18% 0 13F-HR Timeline Group Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 339,499 $14.8M 9.38% +1,320 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 289,506 $12.3M 0.75% -2,000 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 262,512 $11.1M 2.95% +7,830 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 184,261 $7.82M 1.12% +1,751 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 182,661 $7.75M 0.01% -37,593 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 180,293 $7.75M <0.01% -355,198 13F-HR/A Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 176,510 $7.49M 3.59% +3,573 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 164,984 $7M +8,662 Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 160,321 $6.8M 0.03% +17,432 13F-HR Timeline Group O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 153,011 $6.49M 2.66% -1,451 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 138,805 $5.89M 0.14% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 120,412 $5.11M 0.01% +5,172 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 141,847 $4.89M 3.11% +54,731 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 101,394 $4.35M 0.01% -51,239 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 93,831 $3.98M 0.12% +10,515 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 86,865 $3.69M <0.01% new 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 72,894 $3.09M 2.11% +30,397 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 53,729 $2.3M 0.37% +5,962 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 50,339 $2.14M 0.87% +3,609 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50,166 $2.13M 0.04% +748 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 49,510 $2.1M 0.72% +17,031 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 49,414 $2.1M 0.02% +17,013 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 45,132 $1.92M 0.01% -1,504 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 42,603 $1.81M 0.02% +1,145 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 42,153 $1.79M <0.01% +1,474 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 40,277 $1.71M 0.02% +24,143 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,818 $1.67M <0.01% +9,334 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 37,858 $1.61M 0.34% +4,283 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,722 $1.35M <0.01% +16,122 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 29,781 $1.26M 0.02% +3,347 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 29,713 $1.26M 0.34% -12,325 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 28,707 $1.22M 0.56% +571 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,410 $1.21M 0.01% +2,092 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,141 $1.19M 0.09% -207 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,385 $1.12M -11,055 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,838 $927K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 21,438 $910K <0.01% +1,592 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,399 $908K <0.01% -9,288 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 20,170 $856K <0.01% new 13F-HR Timeline Group SageOak Financial, LLC More: the full row for SageOak Financial, LLC 20,116 $854K 0.6% -213 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,111 $726K 0.03% -16,078 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 17,035 $723K 0.18% -4,043 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,954 $720K <0.01% +1,697 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 16,401 $696K 0.07% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,866 $673K <0.01% +1,096 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,760 $669K <0.01% +381 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,316 $650K <0.01% -5,715 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,775 $589K 0.01% +12,815 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,667 $580K 0.01% +3,147 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,296 $564K <0.01% +2,177 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 12,625 $536K 0.04% +74 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,065 $512K <0.01% +511 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,796 $501K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,435 $485K 0.03% +2,475 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,878 $377K <0.01% +1,081 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,844 $375K 0.05% +150 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 8,565 $364K 0.14% -18,309 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 7,987 $339K 0.1% +960 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,618 $323K <0.01% +277 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 7,604 $323K 0.14% -14,065 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,605 $280K 0.2% -104 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,334 $228K 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 5,324 $226K <0.01% +4,602 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,247 $223K 0.04% -105 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 5,157 $222K 0.21% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,305 $183K 0.1% -2,492 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,061 $88.1K 0.02% -25 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,883 $79.9K 0.04% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,582 $67.1K <0.01% +44 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,239 $53K <0.01% -4,356 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,240 $52.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,199 $50.9K <0.01% -187 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 957 $40.6K 0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 777 $33K <0.01% -89 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 765 $32.4K <0.01% -241 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 511 $21.7K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 435 $18.5K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 370 $15.7K <0.01% -8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 320 $13.6K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 277 $11.5K <0.01% -707 13F-HR/A Timeline Group 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 $5.09K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 114 $4.84K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 104 $4.41K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9 $372 <0.01% -96 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4 $170 <0.01% -5 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $10 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.