BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,335 $528K <0.01% +345 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,254 $523K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,210 $521K 0.09% -3,979 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,966 $508K 0.02% -34 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 9,949 $507K 0.07% -4,873 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 9,858 $503K 0.2% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 9,846 $501K 0.19% +73 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 9,806 $500K 0.1% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,697 $495K 0.09% +767 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,690 $494K 0.15% -200 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,595 $489K 0.06% +839 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,547 $487K 0.06% +1,207 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,483 $484K 0.04% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,448 $482K 0.05% -949 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,129 $466K 0.07% +59 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 9,025 $460K 0.31% +4,910 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,991 $459K 0.03% -13,894 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,965 $457K 0.01% -31,468 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,865 $452K 0.18% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 8,823 $450K 0.19% +4,298 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,800 $449K 0.08% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,800 $449K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,795 $449K 0.02% +1 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,762 $447K 0.3% +132 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,600 $439K 0.03% -950 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,595 $438K 0.04% -511 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,372 $427K 0.03% +1,893 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,110 $414K <0.01% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,098 $413K 0.14% -1,547 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 8,072 $412K 0.1% -5,151 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,059 $411K 0.06% +650 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 7,863 $401K 0.31% +51 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,855 $401K 0.02% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,832 $399K 0.14% -1,315 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,817 $399K 0.01% -192 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,795 $398K 0.01% +408 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,792 $397K 0.13% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,687 $392K 0.01% -210 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7,680 $392K 0.33% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,530 $384K 0.01% +1,567 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,514 $383K 0.07% +772 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,494 $382K 0.11% +2,360 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,493 $382K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 7,464 $381K 0.27% +48 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,212 $368K 0.09% -3 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,149 $365K <0.01% 0 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 7,128 $364K 0.07% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,107 $362K 0.02% -7,944 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,057 $360K 0.08% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,950 $354K 0.04% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,891 $351K 0.04% -8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,890 $351K 0.01% +3,120 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,774 $345K 0.01% -43 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 6,769 $345K 0.17% -71 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 6,751 $344K 0.16% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,727 $343K 0.1% +43 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,607 $337K 0.21% -937 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,574 $335K 0.01% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,548 $334K 0.25% -485 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 6,518 $332K 0.31% -19 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,515 $332K 0.06% +980 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,440 $328K 0.09% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,410 $327K 0.05% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 6,398 $326K 0.06% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,306 $322K 0.02% +333 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,276 $320K 0.08% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 6,267 $320K 0.09% +431 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,139 $313K 0.01% +24 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,135 $312K 0.02% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,109 $312K <0.01% -665 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,050 $309K 0.1% -300 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,056 $308K 0.11% -3,111 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 6,019 $307K 0.19% -3,005 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 6,000 $306K 0.09% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,980 $305K 0.07% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 5,974 $305K 0.14% +928 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 5,972 $305K 0.12% +428 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 5,900 $301K 0.11% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,891 $300K 0.04% +30 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,870 $299K 0.02% -38,979 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,829 $297K 0.05% +772 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,756 $294K 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,668 $289K 0.01% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 5,624 $287K 0.07% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 5,500 $280K 0.09% +1,000 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,496 $280K 0.05% -7,277 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 5,430 $277K 0.11% -37,406 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 5,398 $275K 0.13% -7,495 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,395 $275K 0.01% -4,736 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 5,313 $271K 0.06% -10,250 13F-HR/A Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 5,284 $269K 0.04% +1,295 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,251 $268K 0.01% -1,119 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,148 $263K 0.03% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,101 $260K 0.05% +33 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,099 $260K 0.02% -3,928 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,042 $257K 0.11% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,012 $256K 0.14% new 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 5,003 $255K 0.06% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,935 $252K 0.05% +730 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,802 $247K 0.05% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,771 $243K 0.03% +31 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,715 $240K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,712 $240K <0.01% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,700 $240K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,625 $236K 0.02% -54 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 4,494 $229K 0.07% -1,846 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,456 $227K 0.06% +8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,437 $226K 0.02% +1,577 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,411 $225K 0.05% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,400 $224K 0.14% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,362 $222K 0.11% +28 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,361 $222K <0.01% -844 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,324 $220K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,207 $215K 0.08% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,194 $214K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,188 $214K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,149 $212K 0.01% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 4,100 $209K 0.03% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,094 $209K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,018 $205K <0.01% -636 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,000 $204K 0.06% -500 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,945 $201K 0.03% +295 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,942 $201K <0.01% -550 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,848 $196K 0.08% -400 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,721 $190K 1.67% -26 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,574 $182K 0.01% 0 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 3,259 $166K 0.07% 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,959 $151K 0.12% +19 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,790 $142K 0.04% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,601 $133K 0.05% +17 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,600 $133K 0.07% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,465 $126K 0.01% +15 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2,450 $125K 0.1% 0 13F-HR/A Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,975 $101K 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,820 $92.8K <0.01% -6,800 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,746 $89.1K 0.01% -22 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,688 $86.1K 0.02% +10 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,648 $84K 0.05% +11 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,393 $71K 0.05% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,369 $70K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,155 $58.9K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,153 $58.8K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,145 $58.4K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 884 $45.1K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 833 $42.5K 0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 700 $35.7K 0.03% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 701 $35.7K <0.01% 0 13F-HR Timeline Group Midway Capital Research & Management More: the full row for Midway Capital Research & Management 688 $35.1K 0.03% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 681 $34.7K <0.01% -263 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 673 $34.3K 0.03% -196 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 632 $32.1K <0.01% -155 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 489 $24.9K 0.02% -1,140 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 475 $24.2K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 440 $22.4K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 365 $18.6K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 298 $15.2K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 227 $11.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 188 $9.61K <0.01% -314 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8 $408 <0.01% -1 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.