Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,438 $477K 0.15% +89 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,438 $477K 0.45% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,434 $476K 0.32% +2,704 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,432 $476K 0.03% -144 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 7,429 $476K 0.06% -2,409 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,282 $474K 0.05% +193 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,395 $474K 0.09% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,968 $473K 0.09% +950 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,343 $471K 0.01% +2,033 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,333 $470K 0.06% +80 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,321 $469K 0.22% -1,177 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,281 $467K 0.27% -1,367 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 7,255 $465K 0.15% -4,074 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 7,249 $465K 0.45% +583 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,212 $462K 0.3% +2,768 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,198 $461K 0.14% +321 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,176 $460K 0.06% +4 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,155 $458K 0.04% +28 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,133 $457K 0.08% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,128 $457K 0.2% +338 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 7,117 $456K 0.2% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,105 $455K 0.25% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,092 $454K 0.32% +8 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,089 $454K 0.58% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 7,084 $454K 0.31% -50 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,079 $454K 0.1% -328 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,067 $453K 0.08% -166 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 7,066 $453K 0.17% -690 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 7,049 $452K 0.41% -1,050 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 7,045 $451K 0.02% -2,212 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7,036 $451K 0.15% +79 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,030 $450K <0.01% -75 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 7,005 $449K 0.36% +2,632 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,968 $447K 0.06% +17 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,951 $445K 0.15% -133 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 6,936 $444K 0.11% -1,959 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 6,935 $444K 0.19% +292 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 6,930 $444K 0.25% -594 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,916 $443K 0.2% +457 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 6,910 $443K 0.34% -155 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,909 $443K 0.11% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,875 $441K 0.28% -3,734 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,870 $440K 0.09% -6,856 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,841 $438K 0.04% -951 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,838 $438K 0.32% +2,307 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 6,805 $436K 0.41% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,797 $436K 0.02% +1,938 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 6,785 $435K 0.35% +1,307 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,769 $434K 0.19% -350 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 6,740 $432K 0.28% -428 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 6,740 $432K 0.08% +12 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,728 $431K 0.05% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,727 $431K 0.24% -200 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 6,724 $431K 0.38% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,931 $430K 0.07% -157 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,705 $430K 0.01% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,698 $429K 0.09% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 6,682 $428K 0.13% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 6,658 $427K 0.22% +296 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 6,638 $425K 0.38% +189 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,617 $424K 0.09% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 6,603 $423K 0.27% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 6,598 $423K 0.1% +100 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 6,586 $422K 0.1% +2,990 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 6,583 $422K 0.28% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,562 $420K 0.04% +130 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,556 $420K 0.01% -1 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 6,554 $420K 0.11% -654 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 6,551 $420K 0.23% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,544 $419K 0.03% +524 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,533 $419K 0.1% +44 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 6,526 $418K 0.18% +9 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,526 $418K 0.25% -1,606 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6,526 $418K 0.07% -880 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,510 $417K 0.09% +6,458 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,508 $417K 0.03% +654 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 6,159 $417K 0.35% -312 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,500 $417K 0.15% -308 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 6,476 $415K 0.97% 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 6,454 $414K 0.17% -22 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 6,433 $412K 0.14% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6,410 $411K 0.38% +5,785 13F-HR/A Timeline First Financial Group Corp More: the full row for First Financial Group Corp 6,409 $411K 0.34% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,386 $409K 0.18% +892 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 6,377 $409K 0.2% +1,745 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 6,359 $408K 0.42% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,356 $407K 0.06% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,355 $407K 0.22% -938 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,348 $407K 0.07% +228 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,346 $407K 0.12% -127 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,343 $406K 0.06% +177 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,340 $406K 0.05% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,339 $406K 0.05% -1,686 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,318 $405K 0.19% -400 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,312 $404K 0.05% -103 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,310 $404K 0.22% +11 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,290 $403K 0.09% -6,598 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 6,283 $403K 0.34% -609 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 6,281 $403K 0.04% -2,031 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 6,254 $401K 0.19% +23 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 6,224 $399K 0.2% +37 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 6,221 $399K 0.11% 0 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 6,217 $398K 0.37% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,767 $396K 0.13% +26 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,182 $396K 0.82% +621 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,157 $395K 0.3% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,150 $394K 0.02% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,134 $393K 0.04% +1,538 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 6,121 $392K 0.11% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,781 $392K 0.17% +87 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,538 $391K 0.37% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 6,087 $390K 0.37% -1,000 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,079 $390K 0.18% +233 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,075 $389K 0.13% +916 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,060 $388K 0.03% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,057 $388K 0.31% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,053 $388K 0.03% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,039 $387K 0.12% +108 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,025 $386K 0.08% -455 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,022 $386K 0.27% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,999 $384K 0.01% -253 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,981 $383K 0.28% +19 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,975 $383K 0.06% +1,233 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,955 $382K 0.01% 0 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,960 $382K 0.02% +8 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,958 $382K 0.05% -813 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,950 $381K 0.19% -1,643 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,916 $379K 0.09% +149 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 5,915 $379K 0.3% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,903 $378K 0.16% -1,800 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,898 $378K 0.06% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,885 $377K 0.21% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,884 $377K 0.09% +2,314 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,880 $377K 0.26% +1,406 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,876 $377K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,871 $376K 0.19% +2,555 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,862 $376K 0.1% -1,439 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,844 $374K 0.22% +27 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,842 $374K 0.22% +102 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,833 $374K 0.21% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,819 $373K 0.22% -34 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 5,814 $373K 0.24% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,811 $372K 0.04% -100 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,806 $372K 0.04% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,805 $372K 0.01% -8,896 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 5,798 $372K 0.17% -191 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 5,777 $370K 0.08% +85 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,776 $370K 0.18% 0 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 5,225 $370K 0.44% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,768 $370K 0.13% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,764 $369K 0.34% -3,328 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 5,756 $369K 0.24% +975 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,748 $368K 0.05% -2,530 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,735 $368K 0.03% +177 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5,683 $364K 0.11% +1,024 13F-HR/A Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,681 $364K 0.19% -91 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 5,676 $364K 0.14% -19 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,608 $363K 0.15% -250 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,566 $362K 0.08% -28,439 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,641 $361K 0.02% -282 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,637 $361K 0.14% -6,023 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,636 $361K 0.07% +7 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,618 $360K 0.03% -2 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 5,609 $359K 0.11% 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,597 $359K 0.07% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,596 $359K 0.01% +96 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,567 $357K 0.15% +4,681 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 5,539 $355K 0.04% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,535 $355K 0.05% +294 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,529 $354K 0.01% -232 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,503 $353K 0.28% -1,769 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,501 $353K 0.03% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 5,483 $351K 0.13% +189 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 5,482 $351K 0.19% +392 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 5,472 $351K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,468 $350K 0.1% +3,929 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,454 $349K 0.25% -105 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,440 $349K 0.07% -167 13F-HR Timeline BANK OZK More: the full row for BANK OZK 5,436 $348K 0.12% -637 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 5,428 $348K 0.15% +1,622 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 5,423 $348K 0.1% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,406 $346K 0.06% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,396 $346K 0.1% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 5,384 $345K 0.06% +536 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 5,387 $345K 0.13% +363 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,382 $345K 0.08% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,377 $345K 0.14% +185 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,353 $343K 0.07% -63 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,322 $341K 0.03% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,319 $341K 0.02% +381 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,318 $341K 0.22% +643 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,066 $340K 0.18% +741 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,302 $340K 0.19% +2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5,289 $339K 0.22% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,288 $339K 0.22% +645 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 5,285 $339K 0.34% +5 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,265 $337K 0.04% +3 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,248 $336K 0.02% +52 13F-HR/A Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,234 $335K 0.03% +11 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,228 $335K 0.03% +866 13F-HR Timeline