Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,800 $223K 0.02% +64 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,782 $222K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,747 $220K 0.01% -409 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,733 $219K 0.01% +60 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,690 $217K 0.04% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,626 $213K 0.01% -632 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,611 $212K 0.06% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,602 $212K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,597 $211K 0.04% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,552 $209K 0.03% -1,245 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,547 $208K 0.05% -12 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,515 $206K 0.03% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,468 $204K 0.2% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,441 $202K 0.16% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,431 $202K <0.01% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,420 $201K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,336 $196K <0.01% +711 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,209 $188K <0.01% -276 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,175 $186K 0.05% -140 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,151 $185K 0.02% -2,250 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $183K 0.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CX Institutional More: the full row for CX Institutional 3,100 $182K 0.01% -68 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,927 $172K <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,867 $168K -31,349 Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,771 $163K 0.11% +2,233 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 2,620 $154K 0.05% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,601 $153K 0.26% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,225 $131K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,110 $124K 0.01% -695 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,000 $117K <0.01% 0 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,978 $116K 0.01% +1,943 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,823 $107K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,797 $106K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,761 $103K <0.01% -2,013 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,538 $90.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,536 $90.2K 0.01% -37 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,465 $85K 0.06% -5,538 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,428 $83.9K <0.01% -53 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,415 $83.1K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,320 $77.5K 0.06% -79 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,319 $77.5K <0.01% +143 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,302 $76.5K <0.01% -31 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,298 $76.2K <0.01% +1,161 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,234 $72.5K 0.02% -359 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,348 $69.1K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,137 $66.8K 0.01% +18 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,088 $63K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,066 $62.9K 0.05% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,002 $58.9K <0.01% 0 13F-HR/A Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 980 $57.6K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 964 $56.6K <0.01% -1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 926 $54.4K <0.01% -206 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 899 $52.8K <0.01% -184 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 855 $50.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 853 $50K 0.03% +525 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 844 $49.6K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 801 $47.1K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 794 $46.6K <0.01% -942 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 771 $45.3K 0.03% +29 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 760 $45K <0.01% +155 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 763 $44.8K 0.01% +9 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 762 $44.8K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 762 $44.8K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 730 $42.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 693 $40.7K 0.01% +2 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 618 $36.3K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 545 $32K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 531 $31.2K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 526 $30.9K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $29.7K <0.01% -366 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 459 $27K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 434 $25.5K <0.01% +4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 438 $25K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 402 $23.6K <0.01% +16 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 370 $22K <0.01% +232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 372 $21.9K <0.01% +163 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 370 $21.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 331 $19.4K <0.01% -19 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 323 $19K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 315 $18.5K <0.01% -21 13F-HR Timeline Group TOBAM More: the full row for TOBAM 311 $18K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 294 $17.1K <0.01% +147 13F-HR Timeline Quarry LP More: the full row for Quarry LP 290 $17K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 276 $16.2K 0.01% -3,568 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 274 $16K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 270 $15.9K <0.01% +252 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 251 $14.7K 0.01% +5 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 246 $14.4K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 241 $14.2K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 235 $13.8K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 231 $13.6K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 230 $13.5K <0.01% +60 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 224 $13.2K <0.01% +47 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 224 $13.2K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 198 $11.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 192 $11.3K <0.01% -745 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 192 $11.3K 0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 191 $11.2K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 182 $10.7K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 177 $10.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 174 $10.2K <0.01% +5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 171 $10K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 163 $9.57K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 162 $9.52K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 162 $9.52K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 161 $9.46K <0.01% -16 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 158 $9.28K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 150 $8.81K <0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 148 $8.69K <0.01% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $8.52K <0.01% 0 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 136 $7.99K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 102 $5.99K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 99 $5.82K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 96 $5.64K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 88 $5.2K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 87 $5.11K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 86 $5.05K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95 $5K <0.01% +5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 79 $4.64K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 76 $4.46K <0.01% -10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 75 $4.41K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 75 $4.41K <0.01% +4 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 72 $4.23K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 65 $3.82K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 65 $3.82K <0.01% +22 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 60 $3.52K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 60 $3.52K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 60 $3.52K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 57 $3.35K <0.01% -45 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 57 $3.35K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 53 $3.11K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 52 $3.05K <0.01% -9 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 51 $3K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 50 $2.93K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $2.64K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $2.38K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 38 $2.23K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 38 $2.23K <0.01% new 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 40 $2K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 36 $2K <0.01% -6 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 33 $2K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 34 $2K <0.01% +6 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 29 $1.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 28 $1.65K <0.01% +9 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 25 $1.47K <0.01% -9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $1.35K <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $1.29K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $1.23K <0.01% +14 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 20 $1.16K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $1.11K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 18 $1.06K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $1.01K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16 $940 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $940 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 15 $881 <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $840 <0.01% -23 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $823 <0.01% new 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 14 $822 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 13 $766 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $764 <0.01% +5 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 12 $705 <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $588 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $529 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $529 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $529 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9 $529 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6 $371 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6 $353 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6 $352 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5 $294 <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $294 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $283 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $235 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $233 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $118 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $117 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $117 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2 $117 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -22,325 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.