SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,340 $183K <0.01% -185 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,317 $182K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,219 $174K 0.02% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,160 $169K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,109 $165K 0.03% -667 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,031 $159K 0.01% -5 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,020 $158K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,934 $152K <0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,910 $150K <0.01% -49 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,815 $142K <0.01% +268 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,793 $140K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,716 $135K 0.01% +11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,714 $134K <0.01% +1,103 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,659 $130K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,578 $124K 0.09% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,572 $123K <0.01% +71 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,469 $115K 0.03% +27 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,469 $115K 0.01% -10,293 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,333 $109K <0.01% -17 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,320 $103K 0.03% -870 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,303 $102K <0.01% -39 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,221 $95.7K <0.01% +11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,156 $91K <0.01% +784 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,140 $89.3K 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,132 $88.7K <0.01% -73 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,124 $88.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,118 $87.6K <0.01% +55 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,100 $86.2K 0.03% -100 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,064 $83K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,008 $79K 0.01% +122 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,000 $78.3K 0.05% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 956 $74.9K 0.01% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 932 $73K <0.01% +521 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 884 $69.3K 0.01% -45 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 850 $66.6K 0.01% -50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 834 $65.3K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 782 $61.3K <0.01% +35 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 718 $56.3K 0.03% +41 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 700 $54.8K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 677 $53K 0.01% +147 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 670 $52.5K <0.01% +77 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 665 $52.1K 0.03% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 650 $50.9K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 626 $49K 0.01% -34 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 611 $47.9K 0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 601 $47.1K <0.01% -348 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 601 $47.1K <0.01% -174 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 589 $46.1K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 587 $46K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 600 $44.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 533 $41.8K <0.01% +87 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 518 $41K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 518 $40.6K <0.01% +43 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 503 $39.4K <0.01% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 500 $39.2K 0.04% -3,600 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 484 $37.9K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 469 $36.7K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 450 $36.7K <0.01% -6,112 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 456 $35.7K <0.01% +93 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 427 $33.5K <0.01% -158 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 426 $33.4K <0.01% +217 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 420 $32.9K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 420 $32.9K <0.01% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 419 $32.8K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 354 $27.7K <0.01% -1,035 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 350 $27.4K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 344 $27K 0.01% -344 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 343 $26.9K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 339 $26.6K <0.01% +68 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 332 $26K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 323 $25.3K <0.01% +213 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 299 $23.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 257 $20.1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 254 $19.9K 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. 248 $19.4K <0.01% -32 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 239 $19K 0.01% -709 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 240 $18.8K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 231 $18.1K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 229 $17.9K 0.01% +6 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 208 $16.6K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 205 $16.1K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 200 $15.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 199 $15.6K <0.01% +48 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 191 $15.1K <0.01% -124 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 192 $15K <0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 212 $14.8K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 180 $14.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 173 $14K <0.01% -9 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 175 $13.7K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 175 $13.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 168 $13.2K <0.01% +10 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 157 $12.3K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 154 $12.1K <0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 151 $11.8K <0.01% +33 13F-HR Timeline Quarry LP More: the full row for Quarry LP 142 $11.1K <0.01% -222 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 137 $10.7K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 130 $10.2K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 125 $9.77K <0.01% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 125 $9K <0.01% +75 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 106 $8.3K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 104 $8.15K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $7.83K <0.01% -660 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $7.83K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 98 $7.68K <0.01% +36 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 94 $7.37K <0.01% +23 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 91 $7.13K <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 90 $7.05K <0.01% +87 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 87 $6.82K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 79 $6.19K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 78 $6.11K <0.01% -37 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 75 $5.88K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 75 $5.88K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 70 $5.49K <0.01% -1,085 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 69 $5.41K 0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 67 $5.25K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 66 $5.17K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 65 $5.09K <0.01% +9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 63 $4.94K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 59 $4.62K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 53 $4.15K <0.01% +23 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 52 $4.08K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 52 $4.07K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 57 $4K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 44 $3.45K <0.01% new 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 40 $3.13K <0.01% -5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 39 $3.06K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 37 $2.9K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 35 $2.74K <0.01% +1 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 34 $2.66K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 31 $2.43K <0.01% -10 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 31 $2.43K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 31 $2.43K <0.01% 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 30 $2.35K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 30 $2.35K <0.01% -496 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 27 $2.12K <0.01% +15 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $1.96K <0.01% +12 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 24 $1.88K <0.01% -24 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22 $1.72K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21 $1.65K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 21 $1.65K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $1.57K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $1.57K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 20 $1.57K <0.01% +18 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 19 $1.49K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 19 $1.49K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $1.41K <0.01% +5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 17 $1.3K <0.01% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 16 $1.25K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $1.25K <0.01% +4 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16 $1.25K <0.01% -7 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 15 $1.18K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $1.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14 $1.1K <0.01% -2,628 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 14 $1.08K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $1.05K <0.01% -216 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13 $1.02K <0.01% +7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $1K <0.01% +2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 11 $862 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $784 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $705 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $705 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8 $627 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $553 <0.01% -29 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $549 <0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $549 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 7 $548 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $470 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $392 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $392 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $313 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4 $313 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $313 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $236 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1 $78 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.