MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 559 $76.1K <0.01% -143 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 557 $75.9K <0.01% -36 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 542 $73.8K 0.01% +239 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 538 $73.3K <0.01% +226 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 511 $69.6K 0.01% +254 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 490 $66.7K <0.01% +28 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 468 $63.7K <0.01% +168 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 462 $62.9K 0.09% -37 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 450 $61.3K <0.01% -6 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 450 $61.3K 0.03% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 450 $60.5K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 431 $58.7K 0.01% +288 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 428 $58.3K <0.01% +58 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 400 $54.5K 0.01% -95 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 396 $54K <0.01% -886 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 395 $53.8K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 385 $52.4K 0.02% +52 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 378 $51.5K 0.03% +24 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 374 $50.9K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 361 $49.2K 0.04% -2,850 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 360 $49K <0.01% +241 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 321 $42.9K <0.01% -56 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 312 $42.5K <0.01% -204 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 302 $41.1K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 301 $41K <0.01% -59 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 286 $39K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 285 $38.8K 0.01% -220 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 283 $38.6K <0.01% +48 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 262 $35.7K <0.01% -1 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $34K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 235 $32K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 234 $31.9K 0.02% -80 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 232 $31.6K 0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 217 $29.6K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 216 $29.5K <0.01% -109 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 208 $28K <0.01% +54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $27.2K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 200 $27.2K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 193 $26.3K <0.01% +149 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 193 $26.3K <0.01% +33 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 183 $24.9K <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 182 $24.8K <0.01% -147 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 174 $23.7K <0.01% -54 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 173 $23.6K <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 173 $23.6K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 171 $23.3K <0.01% +45 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 170 $23.2K <0.01% +7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 168 $22.9K 0.02% +9 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 162 $22.1K 0.02% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 161 $21.9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 161 $21.9K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 157 $21.4K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 155 $21.1K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 155 $21.1K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 150 $20.4K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 137 $18.7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 121 $16.5K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $16.2K 0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 117 $16K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 113 $15.4K <0.01% +57 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 111 $15K <0.01% -8 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 106 $14.4K <0.01% -3 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 106 $14.4K 0.01% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 14,165 $14.2K 0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 103 $14K <0.01% +1 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 100 $13.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $13.6K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 99 $13.5K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 97 $13.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $13.1K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 97 $13K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 98 $13K 0.01% -94 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $12.9K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 92 $12.5K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 88 $12K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 94 $12K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 86 $11.9K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 86 $11.7K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 85 $11.6K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 81 $11K <0.01% +13 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 80 $10.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 78 $10.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 77 $10.5K <0.01% +7 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 72 $9.81K <0.01% -10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 68 $9.26K <0.01% -38 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 63 $9K 0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 59 $9K <0.01% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 66 $8.99K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 64 $8.72K <0.01% +15 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 62 $8.44K <0.01% +49 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $8.44K <0.01% -12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $8.17K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 60 $8.17K <0.01% -38 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 42 $7.51K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 53 $7.25K <0.01% +12 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 52 $7.08K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 52 $7.08K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $6.81K <0.01% +17 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 50 $6.81K <0.01% -54 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $6.81K <0.01% -246 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 50 $6.81K <0.01% -16 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 48 $6.54K <0.01% +40 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 46 $6.26K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $6.13K <0.01% -17 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 45 $6.13K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $5.72K <0.01% +14 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 41 $5.58K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 37 $5.04K <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $5K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 34 $4.63K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 34 $4.63K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 34 $4.63K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 33 $4.54K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 32 $4.36K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $4.09K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 30 $4.09K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 28 $3.81K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 26 $3.54K <0.01% -45 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $3.27K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 22 $3K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 21 $2.87K <0.01% -72 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 21 $2.86K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20 $2.75K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20 $2.72K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $2.72K <0.01% -107 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19 $2.59K <0.01% -39 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19 $2.59K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 18 $2.45K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 18 $2.45K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $2.45K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 18 $2.45K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18 $2.45K <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $2.32K <0.01% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17 $2.25K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 16 $2.25K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $2.18K <0.01% -283 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $2.18K <0.01% +3 13F-HR Timeline CNB Bank More: the full row for CNB Bank 16 $2.18K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 15 $2.08K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 15 $2.04K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $2.04K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 15 $2K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 13 $1.77K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $1.77K <0.01% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $1.67K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $1.64K <0.01% -40 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 12 $1.63K <0.01% 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11 $1.5K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $1.36K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $1.23K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 9 $1.23K <0.01% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $1.23K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $1.09K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 8 $1.09K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $954 <0.01% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $953 <0.01% -3 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $817 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 6 $817 <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5 $681 <0.01% -38 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5 $681 <0.01% -11 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $681 <0.01% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $681 <0.01% -32 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $565 <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $545 <0.01% -9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $545 <0.01% -11 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $465 <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $409 <0.01% -31 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $341 <0.01% -9 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $287 <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 80,860 $283 0.03% +78,781 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $273 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $273 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $272 <0.01% -1 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $272 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2 $272 <0.01% -9 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $137 <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $137 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $136 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 0 $11 <0.01% -3 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 6 $0 0% -9 13F-HR Timeline Value filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -8,044 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NVWM, LLC More: the full row for NVWM, LLC 0 $0 0% -3 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -7 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.