Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 4,799 $385K 0.38% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,658 $373K 0.1% +419 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,654 $373K 0.01% +906 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,601 $369K <0.01% +4,384 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,594 $368K 0.09% +48 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,558 $365K <0.01% +144 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,553 $365K 0.02% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,515 $362K 0.05% -84 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,504 $361K <0.01% +1,392 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,451 $357K 0.12% -756 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,420 $354K 0.11% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,384 $351K <0.01% +617 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,323 $347K 0.11% -415 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,322 $346K 0.25% -211 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,313 $346K 0.27% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,286 $344K 0.21% -16 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,227 $339K <0.01% -841 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,215 $338K 0.04% +105 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,198 $337K 0.02% -72 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,195 $336K 0.06% -19,218 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,155 $333K 0.04% -530 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,151 $333K 0.08% -234 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,130 $331K 0.01% +5 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,081 $327K 0.12% -81 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,070 $326K 0.27% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,064 $326K <0.01% new 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,058 $325K 0.07% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,057 $325K <0.01% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,051 $325K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,889 $317K <0.01% +805 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,947 $316K 0.08% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,943 $316K 0.01% +199 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,943 $316K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,931 $315K <0.01% -328 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,856 $309K 0.05% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,847 $308K 0.29% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,843 $308K 0.01% +192 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,786 $304K 0.18% +488 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,783 $303K 0.02% +75 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,751 $301K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,717 $298K 0.01% -75 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 3,710 $297K 0.44% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,648 $292K 0.11% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,602 $290K 0.02% +3,244 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,618 $290K 0.04% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,588 $288K -3,897 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,491 $280K <0.01% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,469 $278K 0.19% +32 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,400 $273K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,368 $270K 0.01% -99 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,321 $266K 0.03% +186 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,222 $258K 0.09% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,208 $257K 0.05% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,139 $252K 0.08% -1,794 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,124 $250K 0.04% -1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,104 $249K 0.01% +103 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,102 $249K 0.19% -151 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,043 $244K <0.01% -152 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,031 $243K 0.04% -162 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,019 $242K 0.01% +2,672 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,008 $241K 0.02% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,000 $241K 0.04% new 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,975 $239K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,938 $236K 0.19% -320 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,847 $230K 0.14% new 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,849 $228K 0.18% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,826 $227K 0.03% -2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,861 $224K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,796 $224K 0.03% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,780 $223K 0.02% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,763 $222K 0.15% -332 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,748 $220K 0.02% -17,524 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,708 $217K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,642 $212K 0.04% new 13F-HR Timeline Trust Co More: the full row for Trust Co 2,641 $212K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,632 $211K <0.01% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,617 $210K 0.07% -167 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,608 $209K <0.01% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,606 $209K 0.08% -970 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,604 $209K 0.06% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,526 $203K <0.01% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,509 $202K 0.05% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,480 $200K 0.08% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,327 $187K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,302 $185K 0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,170 $174K 0.01% +573 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,116 $170K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,983 $159K 0.01% -212 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,772 $142K <0.01% new 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 1,716 $138K 0.03% +291 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,664 $133K <0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 33,772 $132K 0.02% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,579 $127K <0.01% +48 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,569 $126K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,547 $124K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,525 $122K 0.01% +39 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,240 $99.5K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,221 $97.9K 0.1% +74 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,204 $96.5K 0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,133 $90.8K 0.03% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,074 $86.1K 0.09% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,067 $85.5K <0.01% -171,308 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,040 $83.4K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 996 $79.8K 0.03% +953 13F-HR Timeline Security National Bank More: the full row for Security National Bank 976 $78.2K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 962 $77.1K 0.01% -474 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 932 $75.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 900 $72.2K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 873 $70K <0.01% +95 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 862 $69.1K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 853 $68.4K 0.02% +17 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 852 $68.3K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 835 $66K 0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 808 $64.8K 0.02% -38 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 785 $62.9K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 741 $58.9K <0.01% +575 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 643 $51.6K 0.01% -167 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 641 $51.4K <0.01% +306 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 592 $47.5K 0.04% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 511 $41K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 510 $40.9K <0.01% -50 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 508 $40.7K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 507 $40.6K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 437 $35K <0.01% -25 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 437 $35K 0.01% 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 430 $34.5K 0.02% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 423 $33.9K <0.01% -300 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 400 $32K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 382 $30.6K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 347 $27.8K <0.01% +344 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 327 $26.2K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 323 $25.9K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 307 $24.6K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 273 $22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 272 $21.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 260 $20.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 255 $20.4K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 248 $19.9K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 241 $19.3K <0.01% 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 200 $16K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 187 $15K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 150 $12K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 143 $11.5K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 141 $11.3K <0.01% -57 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 138 $11.1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 107 $8.58K <0.01% -3,513 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 101 $8.1K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 91 $7.3K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 87 $6.97K <0.01% +23 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 85 $6.81K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80 $6.44K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 78 $6K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 67 $5.37K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 66 $5.3K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 63 $5.03K <0.01% 0 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 61 $4.89K 0.09% +6 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 55 $4.41K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 53 $4.25K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $3.02K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 33 $2.65K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 21 $1.68K <0.01% -4 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 19 $1.52K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 19 $1.52K <0.01% -436,329 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 10 $802 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9 $722 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9 $722 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5 $401 <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2 $161 <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2 $160 <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1 $80 <0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $63 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $36 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.