| American State Bank (Iowa) |
2025 Q2
|
4/14/2026 |
| American State Bank (Iowa) |
2025 Q1
|
4/14/2026 |
| American State Bank (Iowa) |
2024 Q4
|
4/14/2026 |
| American State Bank (Iowa) |
2024 Q3
|
4/14/2026 |
| American State Bank (Iowa) |
2024 Q2
|
4/14/2026 |
| American State Bank (Iowa) |
2024 Q1
|
4/14/2026 |
| American State Bank (Iowa) |
2023 Q4
|
4/14/2026 |
| American State Bank (Iowa) |
2023 Q3
|
4/14/2026 |
| American State Bank (Iowa) |
2023 Q2
|
4/14/2026 |
| American State Bank (Iowa) |
2023 Q1
|
4/14/2026 |
| American State Bank (Iowa) |
2022 Q4
|
4/14/2026 |
| American State Bank (Iowa) |
2022 Q3
|
4/14/2026 |
| American State Bank (Iowa) |
2022 Q2
|
4/14/2026 |
| American State Bank (Iowa) |
2022 Q1
|
4/14/2026 |
| American State Bank (Iowa) |
2021 Q4
|
4/14/2026 |
| American State Bank (Iowa) |
2021 Q3
|
4/14/2026 |
| American State Bank (Iowa) |
2021 Q2
|
4/14/2026 |
| American State Bank (Iowa) |
2021 Q1
|
4/14/2026 |
| American State Bank (Iowa) |
2020 Q4
|
4/14/2026 |
| Amicus Financial Advisors, LLC |
2026 Q1
|
4/14/2026 |
| Sanchez Gaunt Capital Management, LLC |
2026 Q1
|
4/14/2026 |
| Topor & Co. Korea |
2025 Q4 - RESTATEMENT
|
4/14/2026 |
| Retirement Management Systems Inc. |
2026 Q1
|
4/14/2026 |
| Altrafin AG |
2026 Q1
|
4/14/2026 |
| Value Investment Professionals, LLC |
2026 Q1
|
4/14/2026 |
| LAWOOD & CO |
2026 Q1
|
4/14/2026 |
| Twin Cities Retirement Group LLC |
2026 Q1
|
4/14/2026 |
| Gildi - lifeyrissjodur |
2026 Q1
|
4/14/2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q1
|
4/14/2026 |
| Arnold Financial Planning LLC |
2026 Q1
|
4/14/2026 |
| Corecam Pte. Ltd. |
2026 Q1
|
4/14/2026 |
| Approach Retirement Advisors, LLC |
2026 Q1
|
4/14/2026 |
| Cornerstone National Bank & Trust Co |
2026 Q1
|
4/14/2026 |
| Xena Financial Planning, LLC |
2026 Q1
|
4/14/2026 |
| William Mack & Associates, Inc. |
2026 Q1
|
4/14/2026 |
| Peak Wealth Management LLC |
2026 Q1
|
4/14/2026 |
| Sensenig Capital Advisors, Inc |
2026 Q1
|
4/14/2026 |
| Meadowbrook Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
| Global Trust Wealth Management LLC |
2026 Q1
|
4/14/2026 |
| Lee-Kelleher Wealth Management |
2026 Q1
|
4/14/2026 |
| Grant Private Wealth Management Inc |
2026 Q1
|
4/14/2026 |
| Banque de Luxembourg S.A. |
2026 Q1
|
4/14/2026 |
| HMV Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
| LifeGoal Investments, LLC |
2026 Q1
|
4/14/2026 |
| Runnymede Capital Advisors, Inc. |
2026 Q1
|
4/14/2026 |
| Nova Wealth Management, Inc. |
2026 Q1 - NEW HOLDINGS
|
4/14/2026 |
| Quantum Financial Planning Services, Inc. |
2026 Q1
|
4/14/2026 |
| R.H. Investment Group, LLC |
2026 Q1
|
4/14/2026 |
| ARCADIA INVESTMENT ADVISORS LLC |
2026 Q1
|
4/14/2026 |
| RD Lewis Holdings, Inc. |
2026 Q1
|
4/14/2026 |
| CATHY PARETO & ASSOCIATES, INC |
2026 Q1
|
4/14/2026 |
| Portfolio Resources Advisor Group, Inc. |
2026 Q1
|
4/14/2026 |
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q1
|
4/14/2026 |
| Davies Financial Advisors, Inc. |
2026 Q1
|
4/14/2026 |
| Granite Group Advisors, LLC |
2026 Q1
|
4/14/2026 |
| FAMILY WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
| Wealth Group, Ltd. |
2026 Q1
|
4/14/2026 |
| FMA Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
| Focus Financial Network, Inc. |
2026 Q1
|
4/14/2026 |
| OV Management LLC |
2026 Q1
|
4/14/2026 |
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
| Southland Equity Partners LLC |
2026 Q1
|
4/14/2026 |
| Austin Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
| CGC Financial Services, LLC |
2026 Q1
|
4/14/2026 |
| INVENIO WEALTH PARTNERS LLC |
2026 Q1
|
4/14/2026 |
| SEVEN MILE ADVISORY |
2026 Q1
|
4/14/2026 |
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q1
|
4/14/2026 |
| RF&L WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
| Onyx Financial Advisors, LLC |
2026 Q1
|
4/14/2026 |
| DRIVE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
| Joule Financial, LLC |
2026 Q1
|
4/14/2026 |
| Gibson Wealth Advisors LLC |
2026 Q1
|
4/14/2026 |
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/14/2026 |
| OLIO Financial Planning |
2026 Q1
|
4/14/2026 |
| LOCKERMAN FINANCIAL GROUP, INC. |
2026 Q1
|
4/14/2026 |
| Highlander Partners, L.P. |
2026 Q1
|
4/14/2026 |
| BayBridge Capital Group, LLC |
2026 Q1
|
4/14/2026 |
| Andrew Hill Investment Advisors, Inc. |
2026 Q1
|
4/14/2026 |
| GoalFusion Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
| Twelve Points Wealth Management LLC |
2026 Q1
|
4/14/2026 |
| XY Planning Network, Inc. |
2026 Q1
|
4/14/2026 |
| Pinnacle Wealth Management Group, Inc. |
2026 Q1
|
4/14/2026 |
| Spectrum Investment Advisors, Inc. |
2026 Q1
|
4/14/2026 |
| Bank of Finland |
2026 Q1
|
4/14/2026 |
| Opal Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
| ACT Advisors, LLC. |
2026 Q1
|
4/14/2026 |
| Hudson Value Partners, LLC |
2026 Q1
|
4/14/2026 |
| JEPPSON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
| eCIO, Inc. |
2026 Q1
|
4/14/2026 |
| ACT WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
| Davidson Capital Management Inc. |
2026 Q1
|
4/14/2026 |
| Flower City Capital |
2026 Q1
|
4/14/2026 |
| Pacific Capital Wealth Advisors, Inc. |
2026 Q1
|
4/14/2026 |
| Regent Peak Wealth Advisors LLC |
2026 Q1
|
4/14/2026 |
| Centerline Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q1
|
4/14/2026 |
| Legacy Trust |
2026 Q1
|
4/14/2026 |
| Bay Harbor Wealth Management, LLC |
2026 Q1
|
4/14/2026 |