Iowa State Bank More: the full row for Iowa State Bank 5,271 $315K 0.06% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,263 $315K 0.36% -35 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,290 $315K 0.12% -10,580 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,216 $312K 0.06% +26 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,214 $312K <0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,197 $311K <0.01% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 5,181 $310K 0.06% -251 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,175 $310K 0.07% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,083 $304K 0.04% +184 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,026 $301K 0.04% +47 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,020 $300K 0.03% new 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 5,000 $299K 0.44% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,933 $295K 0.02% -2,588 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,898 $293K 0.26% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,824 $289K 0.18% +1,000 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,773 $285K 0.01% -86 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,710 $282K 0.04% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,708 $282K 0.07% -381 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,604 $275K 0.07% +1,148 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,545 $272K 0.13% +47 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 4,510 $270K 0.09% +500 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,410 $264K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,396 $263K 0.01% 0 13F-HR/A Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,360 $261K 0.01% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,325 $259K 0.04% +25 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,320 $258K 0.13% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,310 $258K 0.03% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,296 $257K 0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,283 $256K 0.02% -68 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,310 $256K 0.19% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,287 $256K <0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,258 $255K 0.1% -497 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,257 $255K 0.01% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,253 $254K 0.01% +19 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,246 $254K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,235 $253K <0.01% -2,005 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,211 $252K 0.01% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,206 $252K 0.08% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,204 $251K 0.21% +29 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,236 $251K 0.04% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,175 $250K 0.2% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,168 $249K 0.04% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,050 $242K 0.22% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,028 $241K 0.12% -736 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,028 $241K 0.02% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,021 $240K 0.02% -20 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4,007 $240K 0.17% +585 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,902 $233K 0.12% +51 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,828 $229K 0.02% +18 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,742 $224K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,700 $221K 0.01% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,682 $220K 0.07% +28 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,678 $220K 0.04% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,670 $219K 0.01% -280 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,646 $218K 0.04% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,634 $217K 0.01% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,564 $213K <0.01% new 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,546 $212K 0.18% -967 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,541 $212K 0.03% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 3,530 $211K 0.04% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,528 $211K 0.04% -1,010 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,520 $211K 0.03% new 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,519 $210K 0.2% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,517 $210K 0.01% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,510 $210K 0.5% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,507 $210K 0.06% new 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 3,442 $206K 0.09% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,432 $205K 0.24% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,408 $204K 0.07% +33 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,371 $202K 0.03% -1,571 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,361 $201K 0.01% -5,719 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,353 $201K 0.01% +2,869 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 3,346 $200K 0.1% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,256 $195K <0.01% +1 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3,144 $188K 0.11% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,081 $184K 0.05% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,974 $178K 0.09% +875 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,939 $176K <0.01% +463 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,923 $175K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,801 $168K <0.01% +214 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $160K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,671 $160K 0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,580 $154K <0.01% +155 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,565 $153K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,444 $146K 0.01% +692 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,065 $124K 0.05% +831 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $120K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,984 $119K <0.01% -293 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,955 $117K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,930 $115K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,935 $115K 0.03% -39 13F-HR/A Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,850 $111K 0.05% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,845 $110K 0.01% +829 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,775 $106K <0.01% +268 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 1,663 $99.5K 0.09% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,635 $97.8K 0.01% new 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,633 $97.7K 0.06% +515 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,549 $92.6K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,510 $90.3K 0.04% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $89.7K 0.04% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,472 $87.7K 0.03% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,425 $85.2K 0.01% -1,346 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,406 $84.1K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,407 $84K <0.01% -43 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,374 $82.2K 0.03% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,350 $80.7K <0.01% -316 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,330 $79.3K 0.03% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,315 $78.7K 0.02% 0 13F-HR/A Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,253 $74.9K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,238 $74K 0.01% -3,540 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,087 $65K 0.01% +107 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,055 $63.1K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,049 $62.7K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,029 $62K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,015 $60.7K <0.01% -3,244 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 996 $59.6K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 996 $59.5K 0.03% -7,864 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 912 $54.2K 0.02% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 898 $54K <0.01% -912,616 13F-HR/A Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 901 $53.9K 0.02% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 820 $49K 0.03% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 813 $48.6K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 795 $47.5K 0.03% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 794 $47K 0.02% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 767 $46K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 751 $44.9K 0.02% +91 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 741 $44.3K 0.01% -122 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 738 $44K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 731 $43.7K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 729 $43.6K +86 Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 708 $42.3K 0.02% -34 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 662 $39.6K <0.01% +580 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 611 $36.5K <0.01% -521 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 607 $36.3K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 591 $35.3K 0.01% 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 576 $34.5K 0.01% +228 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 569 $34K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 536 $32.1K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 541 $32K <0.01% +96 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 526 $31K 0.01% -1,550 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 514 $30.8K <0.01% +450 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 512 $30.6K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 475 $28.4K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 144 $9K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 147 $8.79K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 134 $8K <0.01% +2 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 133 $7.96K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 107 $6.4K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 105 $6.28K <0.01% new 13F-HR/A Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 104 $6.22K <0.01% -3,171 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for North Star Investment Management Corp. 66 $3.95K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 62 $3.71K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 61 $3.67K <0.01% +57 13F-HR Timeline City State Bank More: the full row for City State Bank 58 $3.47K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $2.99K <0.01% -618 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Nova Wealth Management, Inc. 29 $1.73K <0.01% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 28 $1.68K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23 $1.36K <0.01% -1 13F-HR Timeline Group