NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,753 $6.72K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,633 $6.42K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,564 $6.26K <0.01% -1,955 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,252 $5.5K <0.01% +33 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,150 $5.25K <0.01% +2,000 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,000 $4.88K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,812 $4.42K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,661 $4.05K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,552 $3.79K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,486 $3.63K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,464 $3.57K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,395 $3.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,260 $3.07K <0.01% +100 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,000 $2.44K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $2.44K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 853 $2.08K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 816 $1.99K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 800 $1.95K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 550 $1.34K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 526 $1.28K <0.01% +476 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 501 $1.22K <0.01% +6 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $1.22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 500 $1.22K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 500 $1.22K <0.01% -350 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 417 $1.02K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 375 $915 <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 350 $854 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 200 $488 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 200 $488 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 195 $476 <0.01% -163 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 193 $471 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 160 $390 <0.01% new 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 128 $312 <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 105 $256 <0.01% 0 13F-HR/A Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 50 $122 <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33 $81 <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17 $41 <0.01% -136 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $3 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.