STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,647 $1.51M 0.02% -3,387 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 15,570 $1.5M <0.01% +1,219 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 15,499 $1.49M 0.68% +2 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,264 $1.47M 0.05% +233 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 15,256 $1.47M 0.17% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,859 $1.47M 0.16% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,214 $1.47M 0.04% +2,333 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 14,934 $1.44M 0.09% +624 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,783 $1.42M 0.02% +10,226 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,761 $1.42M 0.19% +3,716 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 14,732 $1.42M 2.07% +3,348 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,298 $1.38M 0.02% -12,224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 14,267 $1.37M 0.01% +12,139 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,903 $1.34M 0.17% -62 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 13,790 $1.33M <0.01% -64,000 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 13,562 $1.31M 0.04% -613 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,739 $1.23M 0.52% +424 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 12,631 $1.22M 1.02% +1,124 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12,605 $1.21M 1.02% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,550 $1.21M 0.05% +295 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 12,546 $1.21M 0.69% +3,766 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 12,419 $1.2M 0.06% -424 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,373 $1.19M 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,317 $1.19M 0.02% -60 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,151 $1.17M 0.03% -342 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,056 $1.16M 0.06% +2,846 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,939 $1.15M 0.18% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,883 $1.15M 0.05% +49 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,518 $1.11M <0.01% -1,144 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,326 $1.09M 0.08% -4,415 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,000 $1.06M 0.15% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,787 $1.04M 0.01% -813 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,304 $993K 0.51% +6,151 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 10,000 $964K 0.18% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,893 $953K 0.01% +58 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 9,910 $950K 0.07% +6,950 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 9,700 $935K 0.18% +200 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,638 $929K 0.01% -323 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 9,598 $925K 0.3% -32 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 9,504 $916K 0.03% -74,446 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,457 $910K <0.01% +2,375 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 9,040 $871K <0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,875 $854K 0.18% +5,352 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,733 $842K 0.03% +2,937 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 8,621 $831K 0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,596 $828K 0.17% -437 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,529 $822K 0.01% -498 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8,495 $819K 0.2% +7,928 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,454 $815K 0.01% +191 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,445 $814K 0.11% +8,320 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,336 $803K 0.25% +759 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,303 $800K <0.01% -93 13F-HR Timeline Group Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 8,265 $796K 0.52% -149 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,197 $790K 0.06% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,118 $782K 0.01% -3,085 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,039 $775K 0.03% +231 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,004 $771K 0.01% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,859 $757K 0.18% -1,173 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,823 $754K 0.55% +159 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 7,812 $753K 0.55% +5,092 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,673 $739K 0.2% +4,142 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,623 $735K 0.06% +55 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,458 $719K 0.01% +4,197 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 7,379 $711K 0.4% +944 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,305 $704K 0.04% -129,835 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,137 $688K 0.01% -554 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 7,106 $685K 0.06% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,965 $671K 0.1% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,915 $666K 0.16% -86 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,902 $665K 0.06% -527 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,872 $662K 0.21% +5 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,857 $661K 0.37% +85 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 6,892 $661K 0.28% +29 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,847 $660K 0.09% +2,814 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,835 $659K 0.38% +175 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 6,788 $654K 0.71% +3,061 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 6,714 $647K 0.19% +37 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,704 $646K 0.02% +70 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,700 $646K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,511 $627K <0.01% +5,887 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,502 $627K 0.02% +1,500 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,500 $626K 0.08% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,274 $605K 0.06% +387 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,218 $599K 0.28% +101 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,060 $584K 0.02% +1,734 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,038 $582K 0.05% +57 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,036 $582K 0.01% -70 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,010 $579K <0.01% -26,437 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,991 $577K <0.01% +1,641 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,942 $573K 0.01% +28 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,628 $542K 0.02% +81 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,611 $541K 0.11% +197 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,583 $538K 0.48% +3,358 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,570 $537K <0.01% -1,402 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,544 $534K 0.01% 0 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,501 $530K 0.3% -5,887 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,493 $529K <0.01% 0 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,429 $523K 0.06% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,390 $519K 0.42% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,319 $513K 0.06% +1,231 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,308 $512K 0.04% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,271 $508K <0.01% +2,793 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,184 $500K 0.06% -4,485 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 5,061 $488K 0.29% -13,104 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,986 $481K 0.01% -3,084 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,929 $475K 0.02% +335 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,927 $475K 0.01% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,905 $473K 0.54% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,861 $468K <0.01% +1,309 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,859 $468K 0.04% +368 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 4,607 $444K 0.42% -122 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,596 $441K 0.1% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,479 $432K 0.11% +762 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,454 $429K <0.01% -188,513 13F-HR/A Timeline October Effect Ltd More: the full row for October Effect Ltd 4,415 $425K 0.4% +1,128 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,358 $420K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,350 $419K 0.08% -2,637 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,349 $419K 0.07% -70 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,326 $417K 0.01% +139 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 4,311 $415K 0.39% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,127 $398K <0.01% +162 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 4,115 $397K 0.09% new 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 4,100 $395K 0.35% +246 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,072 $392K 0.08% -921 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,072 $392K 0.06% -921 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,065 $392K 0.01% -61,536 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,055 $391K 0.07% +66 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,036 $389K <0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,030 $388K 0.02% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,991 $385K 0.16% +532 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 3,991 $385K <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,959 $382K <0.01% +1,715 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,909 $377K 0.09% +572 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3,838 $370K 0.22% -216 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,822 $368K 0.01% -101 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,809 $367K 0.01% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,787 $365K 0.08% +50 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,716 $358K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,710 $358K 0.01% +530 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,689 $356K 0.01% -3,230 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,673 $354K 0.01% -11 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,641 $351K <0.01% +1 13F-HR/A Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,624 $349K <0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,615 $348K 0.01% +80 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,600 $347K 0.2% -100 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,581 $344K 0.27% +457 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 3,440 $332K 0.07% -9,310 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,436 $331K <0.01% +239 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,430 $331K <0.01% -1,950 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,424 $330K 0.28% +117 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,403 $328K 0.01% -71 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 3,347 $323K 0.39% +72 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,320 $320K 0.01% -32 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,297 $318K 0.12% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,265 $315K 0.02% -354 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,255 $314K 0.32% -188 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,254 $314K 0.1% -3,142 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,242 $313K <0.01% -178 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,245 $310K 0.04% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,207 $309K 0.14% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,183 $307K 0.17% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,168 $305K 0.08% +800 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,075 $296K 2.68% -674 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,071 $296K 0.01% +101 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,089 $296K 0.23% +206 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,049 $294K 0.01% -401 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,019 $291K 0.03% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,000 $289K <0.01% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,987 $288K <0.01% -346 13F-HR/A Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,981 $287K 0.2% -151 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,953 $285K 0.02% +23 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,929 $282K 0.03% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,929 $282K 0.06% +146 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,920 $281K 0.09% -500 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,895 $279K 0.07% +39 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,887 $278K 0.01% +25 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,870 $277K <0.01% +290 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 2,872 $276K 0.11% -1,943 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,858 $274K 0.01% +36 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,838 $274K 0.13% new 13F-HR/A Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,850 $272K 0.01% +238 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,765 $266K <0.01% 0 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,711 $261K 0.04% -534 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,710 $261K 0.02% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 2,647 $255K 0.05% +448 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 2,647 $255K 0.16% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,646 $255K 0.09% -4,390 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,613 $251K 0.02% +185 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,566 $247K <0.01% -33 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,552 $246K 0.09% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,551 $246K <0.01% +296 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,530 $244K 0.04% -1,203 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,530 $244K 0.01% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,522 $243K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,516 $243K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $242K 0.18% new 13F-HR Timeline Amount filed as zero, left out of ratios. 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