Iowa State Bank More: the full row for Iowa State Bank 14,840 $6.87M 1.27% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,498 $6.72M 0.93% -1,225 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,440 $6.69M 0.11% -5,693 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,354 $6.65M 0.04% +1,511 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,237 $6.59M 0.07% +13,662 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,045 $6.51M 0.09% +5,478 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,996 $6.48M 0.05% -67 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,935 $6.45M 0.1% +3,458 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,911 $6.44M 0.03% -1,986 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,700 $6.35M 0.42% +114 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,317 $6.17M 0.56% +24 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,075 $6.06M 3.54% +11,159 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,982 $6.01M 0.03% -1,347 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,883 $5.97M 0.24% -154 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 12,878 $5.96M 1.29% -21 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,795 $5.93M 0.42% +619 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,730 $5.9M 0.1% -73 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,562 $5.82M 0.21% -59 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,476 $5.78M 0.08% -14,883 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 12,471 $5.77M 1.56% -59 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,446 $5.77M 0.04% -1,023 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,438 $5.76M 0.01% -81,455 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,375 $5.74M 0.27% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,352 $5.72M 0.07% +5,346 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 12,270 $5.68M 0.79% -380 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 12,203 $5.65M 2.35% +93 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 12,154 $5.63M 0.05% +22 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,972 $5.55M 1.11% -59 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 11,850 $5.49M 0.77% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 11,785 $5.46M 0.89% -311 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,731 $5.43M 0.12% new 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,713 $5.43M 0.37% -270 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 11,521 $5.34M 1.45% -524 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,199 $5.19M 1.21% +529 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,185 $5.18M 0.3% -107 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,180 $5.18M 0.02% -6,231 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,111 $5.15M 0.21% new 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 11,080 $5.13M 0.38% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,980 $5.1M 0.02% +676 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 10,890 $5.04M 0.21% -136 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,854 $5.03M 0.02% +2,344 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,811 $5.01M 0.48% -639 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,737 $4.97M 0.14% -1,746 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,627 $4.92M 0.16% -12 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 10,200 $4.9M 3.17% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,527 $4.88M 0.01% +182 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,380 $4.81M 0.87% +152 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,354 $4.8M 0.05% -348 13F-HR Timeline Group Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 10,193 $4.73M 4.25% +1,096 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,186 $4.72M 0.28% -76 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 10,160 $4.71M 6.59% 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,158 $4.71M 0.21% +521 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,150 $4.7M 0.01% -666 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 9,965 $4.62M 1.89% -1,237 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,915 $4.59M 0.01% +647 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,198 $4.56M 0.75% -1,164 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 9,828 $4.55M 1.9% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,790 $4.53M 0.05% -568 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 9,682 $4.48M 2.5% +200 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,454 $4.38M 1.98% +495 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,408 $4.36M 0.09% +238 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,367 $4.34M 0.36% -845 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 9,317 $4.32M 3.15% +1,139 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,209 $4.27M 0.16% -6 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,199 $4.26M 0.01% +1,100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,949 $4.17M 0.29% +67 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,879 $4.11M 0.02% -100 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,844 $4.1M 0.11% +674 13F-HR Timeline Compound Planning, Inc. 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More: the full row for CIBC Bancorp USA Inc. 8,303 $3.85M 0.01% 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 8,264 $3.83M 1.86% +23 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,228 $3.81M 0.96% +407 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,185 $3.79M 0.02% +34 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,113 $3.76M 0.95% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,094 $3.75M 0.48% -154 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,077 $3.74M 0.03% +468 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,022 $3.72M 0.43% +1,924 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,984 $3.7M 1.53% +1,038 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,951 $3.68M 1.98% +28 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,907 $3.66M 0.02% +40 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,881 $3.65M 0.39% +6,696 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,752 $3.59M 0.57% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,738 $3.58M 0.07% -75 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,588 $3.51M 1.29% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,576 $3.51M 0.05% -554 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Ruggiero Investments, Inc. 7,283 $3.37M 3.26% +293 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,266 $3.37M 0.3% -6 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 7,215 $3.35M 0.68% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,868 $3.18M 0.27% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,866 $3.18M 0.08% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,830 $3.16M 0.61% +2,110 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,814 $3.16M 0.74% -1,950 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 6,813 $3.16M 2.09% -22 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,693 $3.1M 0.15% +1,022 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 6,674 $3.09M 2.52% +3,873 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,669 $3.09M 0.02% +555 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,654 $3.08M 0.04% +2,045 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,695 $3.06M 0.02% -8,911 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,595 $3.05M 0.07% -1,367 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,568 $3.04M 0.01% -209 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,565 $3.04M 0.24% +539 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 6,529 $3.02M 3.05% +440 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,513 $3.02M 0.07% -6,711 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,494 $3.01M 0.35% +5,261 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,480 $3M 0.49% -110 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 6,457 $2.99M 0.27% 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,340 $2.94M 0.2% -69 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 6,297 $2.92M 0.35% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,245 $2.89M 0.01% +782 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,169 $2.86M 0.8% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,132 $2.84M 0.2% +64 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,098 $2.83M 0.27% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,050 $2.8M 0.79% +2,250 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,046 $2.8M 0.15% -34 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,027 $2.79M 0.09% -841 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,025 $2.79M 0.13% +1,586 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 5,969 $2.76M 1.91% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,869 $2.72M 0.72% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,850 $2.71M 0.19% -359 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,844 $2.71M 0.57% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,839 $2.7M 0.05% +910 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 5,833 $2.7M 1.55% -22 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,803 $2.69M 0.19% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,717 $2.65M 0.26% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,699 $2.64M 0.3% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,681 $2.63M 0.07% -80 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 5,667 $2.62M 2.22% -628 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 5,638 $2.61M 2.88% +5 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,563 $2.58M 0.12% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 5,535 $2.56M 1.25% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,472 $2.53M 0.37% +32 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 5,424 $2.51M 1.97% -81 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,203 $2.5M <0.01% +155 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,333 $2.47M 0.16% -109 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,302 $2.46M 0.83% -1,552 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,252 $2.43M 0.08% +709 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,248 $2.43M 0.33% -161 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,248 $2.43M 0.01% -197 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,173 $2.4M 0.31% -25 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,151 $2.39M 0.96% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 5,074 $2.35M 2.36% -1,128 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,072 $2.35M 0.13% +3 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,053 $2.34M 0.11% +28 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,049 $2.34M 0.24% +1 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,042 $2.34M 0.13% -1,454 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,014 $2.32M 1.49% +1,964 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,004 $2.32M 1.04% +58 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,992 $2.31M 1.11% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 4,950 $2.29M 0.46% -30 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 5,034 $2.29M 0.07% -102 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,854 $2.25M 0.26% -17 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,845 $2.24M 0.04% +3,278 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,829 $2.24M 0.01% -23 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,827 $2.24M 0.16% -25 13F-HR Timeline SMITH, MOORE & CO. 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