Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,919 $231K 0.01% -68 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,883 $228K 0.03% -271 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,862 $226K 0.05% -13 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,837 $224K 0.02% +490 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,865 $224K 0.04% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,823 $223K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,802 $221K <0.01% -453 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,755 $218K 0.01% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,746 $217K 0.11% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,730 $216K <0.01% +245 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,688 $212K 0.02% -1,219 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,682 $212K 0.01% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,633 $208K 0.01% +63 13F-HR Timeline Group Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,614 $207K 0.01% -23 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,596 $205K <0.01% -18 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,573 $203K 0.01% -213 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,570 $201K 0.15% +2,500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,517 $199K 0.01% -416 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,420 $191K <0.01% +300 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,243 $177K <0.01% +699 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,100 $176K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,163 $171K 0.05% -36 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,131 $168K <0.01% +795 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $158K 0.01% +400 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,959 $155K 0.11% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,783 $141K <0.01% +1,115 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,682 $133K <0.01% -42 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,600 $126K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,539 $122K <0.01% -68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,495 $118K <0.01% -283 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,462 $116K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,426 $113K 0.1% +1,179 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,409 $111K 0.06% +171 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,383 $109K 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,082 $85.5K <0.01% -26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,004 $79.3K 0.01% +4 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,000 $79K 0.06% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,000 $79K 0.15% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 800 $63.6K <0.01% -568 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 798 $63.1K <0.01% +125 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 785 $62K 0.01% +36 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 671 $52.9K <0.01% +406 13F-HR Timeline Quarry LP More: the full row for Quarry LP 612 $48.4K 0.01% -1,028 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 584 $46.1K 0.01% +479 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 562 $45.2K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 558 $44.1K 0.03% +295 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 547 $43.2K <0.01% -20 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 722 $43K <0.01% new 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 484 $41.7K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 501 $39.6K <0.01% -233,247 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 493 $39K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 427 $33.7K <0.01% +12 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 415 $32.8K <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 410 $32.4K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 395 $31.2K <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 388 $30.7K <0.01% -70 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 337 $26.6K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 330 $26.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 319 $25.2K 0.01% +60 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 319 $25.2K 0.01% +305 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 319 $25.2K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 315 $24.9K <0.01% -884 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 299 $23.6K <0.01% -6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 295 $23.3K <0.01% +271 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 280 $22.1K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 276 $21.8K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 253 $20K <0.01% -124 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 250 $19.8K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 241 $18.2K <0.01% +3 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 225 $17.8K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 223 $17.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 222 $17.5K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 217 $17.1K <0.01% +84 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 216 $17.1K <0.01% +178 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 210 $16.6K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 209 $16.5K <0.01% +108 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 201 $15.9K <0.01% -18 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 190 $15K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 175 $13.8K 0.01% +45 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 171 $13.5K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 171 $13.5K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 176 $13.4K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 142 $11.1K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 140 $11.1K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 141 $10.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 128 $10.1K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 127 $10K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 127 $10K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 130 $10K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 126 $9.96K <0.01% +114 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 122 $9.64K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 120 $9.47K <0.01% +50 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 124 $9.42K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 119 $9.4K <0.01% -72 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 113 $8.93K <0.01% +100 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 106 $8.38K <0.01% -53 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 106 $8.38K <0.01% -12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 95 $7.51K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 95 $7.51K <0.01% +10 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 90 $7.11K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 90 $7.11K <0.01% -39 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 85 $6.72K <0.01% +5 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 84 $6.64K 0.04% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 84 $6.64K <0.01% +45 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 83 $6.56K <0.01% +31 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 86 $6.53K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 80 $6.32K <0.01% -23 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 79 $6.24K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 79 $6.24K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 74 $5.85K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 70 $5.53K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 64 $5.06K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 63 $4.98K <0.01% +61 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60 $4.74K <0.01% -10 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 56 $4.42K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 50 $3.95K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 45 $3.56K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 41 $3.24K <0.01% +32 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 40 $3.16K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $2.84K <0.01% -44 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 35 $2.77K <0.01% +5 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $2.77K <0.01% +27 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 34 $2.69K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 34 $2.69K <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. 33 $2.61K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 33 $2.61K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $2.53K <0.01% +10 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 31 $2.45K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 30 $2.37K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 26 $2.05K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $1.98K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 25 $1.98K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 24 $1.9K <0.01% -17 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 24 $1.9K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 24 $1.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22 $1.74K <0.01% +10 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 22 $1.74K <0.01% -17 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 21 $1.66K <0.01% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 19 $1.64K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 20 $1.62K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $1.58K <0.01% -52 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 20 $1.58K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17 $1.34K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 17 $1.34K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $1.26K <0.01% -73 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 16 $1.26K <0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15 $1.19K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 15 $1.19K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 15 $1.19K 0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 14 $1.11K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14 $1.11K <0.01% -87 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $949 <0.01% +6 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 12 $948 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $870 <0.01% -6 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 11 $869 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $869 <0.01% 0 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $790 <0.01% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $790 <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 10 $790 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $712 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $712 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $712 <0.01% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $711 <0.01% -16 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $554 <0.01% +1 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 7 $553 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $553 <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6 $474 <0.01% 0 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5 $395 <0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5 $395 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $395 <0.01% -62 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $316 <0.01% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $238 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $237 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $237 <0.01% -2 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $237 <0.01% -6 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $237 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $159 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $158 <0.01% -84 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $152 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $80 <0.01% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.