John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,400 $367K 0.56% +4 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,398 $366K 0.27% +258 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,396 $366K 0.17% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,395 $365K 0.1% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,393 $365K 0.15% -29 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,390 $364K 0.07% +337 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,389 $364K 0.04% +38 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,379 $361K 0.22% +2 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,374 $360K 0.28% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,373 $360K 0.07% +5 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,373 $360K 0.05% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,371 $359K 0.05% -14 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,370 $359K 0.08% +326 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,369 $359K 0.02% -3,155 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,369 $359K 0.09% -6 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,369 $359K 0.15% -147 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,369 $358K 0.13% -4 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,365 $358K 0.04% +381 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,364 $357K 0.12% -374 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,362 $357K 0.23% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,361 $356K 0.04% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,355 $355K 0.02% new 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,354 $355K 0.21% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,351 $354K 0.12% +106 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,351 $354K 0.08% -20 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 1,350 $354K 0.08% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,350 $354K 0.05% -200 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,349 $353K 0.11% -7 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,338 $352K 0.11% +47 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,335 $352K 0.06% +5 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,341 $351K 0.3% +4 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,341 $351K 0.05% +2 13F-HR/A Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,340 $351K 0.03% -62 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,336 $350K 0.04% -4 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,329 $348K 0.17% +108 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,327 $348K 0.32% -4 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,323 $347K 0.05% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,322 $346K 0.03% -44 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 1,322 $346K 0.17% -41 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,320 $345K 0.15% +47 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,315 $344K 0.22% +70 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,315 $344K <0.01% 0 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,314 $344K 0.1% -30 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,212 $344K 0.11% 0 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 1,312 $344K 0.8% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,311 $343K 0.18% -3,674 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 1,308 $343K 0.17% -10 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,304 $342K 0.05% -10 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,304 $342K 0.02% -837 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,302 $341K 0.02% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,301 $341K 0.15% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,299 $340K 0.08% +5 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,295 $339K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,294 $339K 0.17% +55 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,294 $339K 0.07% -112 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,293 $339K 0.12% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,290 $338K 0.15% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,288 $337K 0.05% -33 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,287 $337K 0.13% -305 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,285 $337K 0.11% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 1,285 $337K 0.27% +450 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,281 $336K 0.01% +87 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,279 $335K 0.11% +4 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,276 $334K 0.16% +48 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,275 $334K 0.02% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,273 $333K 0.03% -1,343 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,272 $333K <0.01% -133 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,224 $333K <0.01% -200 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,270 $333K 0.25% -5,418 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,268 $332K 0.1% +27 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,165 $330K 0.2% +2 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,257 $329K 0.04% -30 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,255 $329K 0.11% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,251 $328K 0.09% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,250 $327K 0.1% -9 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,267 $327K 0.03% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,165 $324K 0.02% +71 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,236 $324K 0.11% -18 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,236 $324K 0.16% -40 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,230 $322K 0.06% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,225 $321K 0.33% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,222 $320K 0.09% +115 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 1,220 $320K 0.39% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,118 $319K 0.12% +72 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,218 $319K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,214 $318K 0.15% +454 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,208 $316K 0.1% +90 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,207 $316K 0.12% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,207 $316K +1,047 Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,206 $316K 0.03% -34 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,206 $316K 0.04% +219 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,203 $315K 0.02% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,199 $314K 0.18% -241 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,195 $313K 0.65% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,193 $312K 0.03% +1,103 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,188 $311K 0.03% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,185 $310K 0.03% +37 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,185 $310K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,183 $310K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,178 $309K <0.01% +379 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,172 $307K 0.03% -656 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,169 $306K 0.07% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,168 $306K 0.09% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,168 $306K 0.19% -108 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,166 $305K 0.08% +3 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,159 $304K 0.09% -700 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,158 $303K 0.19% +5 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,156 $303K 0.04% +326 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,155 $302K 0.28% +4 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,154 $302K 0.01% 0 13F-HR Timeline Group Foundry Financial LLC More: the full row for Foundry Financial LLC 1,151 $302K 0.13% -368 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,149 $301K 0.03% +1 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,148 $301K 0.11% +3 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,145 $300K 0.03% +73 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,145 $300K 0.11% -987 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,140 $299K 0.04% -25 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,141 $299K 0.12% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,137 $298K 0.08% +11 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,133 $297K 0.01% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,132 $296K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,131 $296K 0.01% +888 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,130 $296K 0.09% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,127 $295K 0.02% +42 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,123 $294K 0.02% +267 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,117 $293K 0.04% -9 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,116 $292K 0.01% -56 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 1,115 $292K 0.21% -108 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,113 $291K 0.19% -110 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,110 $291K 0.17% +187 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,110 $291K 0.19% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,107 $290K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,106 $290K 0.04% -62 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,105 $289K 0.04% -75 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,104 $289K 0.02% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,100 $288K 0.06% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,099 $288K 0.02% +7 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,095 $287K 0.18% -53 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,094 $287K 0.13% +160 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,092 $286K 0.04% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,088 $285K 0.01% +35 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,083 $284K 0.01% +42 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 1,080 $283K 0.25% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,076 $282K 0.03% -117 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 1,076 $282K 0.05% +75 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,070 $280K <0.01% new 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,070 $280K 0.02% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,067 $279K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,065 $279K 0.13% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,064 $279K 0.02% new 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,064 $279K 0.19% -6,612 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,062 $278K 0.04% +23 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,057 $277K 0.2% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,049 $275K 0.1% -14 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,046 $274K 0.13% +61 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,045 $274K 0.15% +16 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,044 $274K 0.13% -7 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,040 $272K 0.06% -23 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,038 $272K 0.04% -9 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,036 $271K 0.1% +3 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,035 $271K 0.02% -564 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,031 $270K 0.02% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,028 $269K 0.17% -42 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,027 $269K 0.16% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,025 $268K 0.06% +55 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,024 $268K 0.03% -17,340 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,024 $268K 0.13% +103 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,021 $267K 0.05% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,015 $266K 0.18% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,014 $266K 0.09% -95 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,014 $266K 0.13% 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,013 $265K 0.14% -420 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,013 $265K 0.08% -6 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,010 $265K 0.02% -90 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,001 $262K 0.02% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,000 $262K 0.08% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 996 $261K 0.16% -12 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 994 $260K 0.2% +32 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 993 $260K 0.09% -242 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 992 $260K 0.15% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 991 $260K 0.02% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 991 $260K 0.02% +375 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 990 $259K 0.04% +191 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 989 $259K 0.22% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 989 $259K 0.12% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 987 $258K 0.01% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 986 $258K 0.09% +3 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 986 $258K 0.09% -79 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 982 $257K 0.05% -39 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 976 $256K 0.14% +4 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 975 $255K 0.26% +39 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 974 $255K 0.03% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 972 $255K 0.08% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 963 $252K 0.05% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 960 $251K 0.13% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 960 $251K 0.25% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 959 $251K 0.05% +26 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 958 $251K 0.08% +34 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 952 $249K 0.14% +103 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 947 $248K 0.09% -83 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 946 $248K 0.23% 13F-HR Timeline