OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,206 $567K <0.01% +18,003 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 23,045 $563K <0.01% +2,078 13F-HR/A Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 21,644 $529K 0.02% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,991 $513K <0.01% +2,259 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 20,819 $509K <0.01% -408 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 20,368 $498K <0.01% +784 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 20,158 $493K <0.01% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 19,500 $477K 0.09% -259,900 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 18,925 $463K 0.12% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 18,756 $458K <0.01% -19,079 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 18,662 $456K <0.01% +277 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,464 $451K <0.01% +833 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 18,424 $450K 0.04% -1,166 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,988 $440K 0.02% +5 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,495 $428K <0.01% -1,137 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 17,433 $426K 0.01% -61,859 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,297 $423K <0.01% -4,633 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 17,133 $419K 0.04% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 16,956 $414K 0.11% +3,173 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 16,322 $399K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 15,991 $391K <0.01% +1,633 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 15,980 $391K 0.01% 0 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 15,860 $388K <0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,824 $387K 0.03% -1,842 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,789 $386K <0.01% +4,647 13F-HR/A Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 15,600 $381K <0.01% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 15,259 $373K <0.01% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15,165 $371K 0.13% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,159 $370K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 15,012 $367K 0.03% -325 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 14,500 $354K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,419 $352K <0.01% +2,148 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 14,144 $346K <0.01% -6,594 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 13,531 $331K 0.02% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,978 $317K <0.01% 0 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 12,732 $311K <0.01% -839 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 12,615 $308K 0.05% -1,576 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 12,478 $305K 0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,380 $303K <0.01% -1,454 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,342 $302K <0.01% +33 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 12,173 $298K <0.01% -322 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 11,910 $291K <0.01% 0 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,625 $284K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 11,663 $283K <0.01% new 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 11,463 $280K 0.19% -102 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,401 $279K 0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,235 $275K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,128 $272K <0.01% +707 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,786 $264K <0.01% -22,171 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,772 $263K <0.01% new 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 10,714 $262K <0.01% -5,905 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 10,598 $259K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,277 $251K <0.01% -3,707 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 10,170 $249K <0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 10,000 $244K 0.02% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 9,763 $239K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,777 $239K <0.01% -1,026 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 9,325 $228K <0.01% -7,341 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,271 $227K <0.01% new 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,000 $220K 0.09% -8,140 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,823 $216K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,695 $213K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,478 $207K <0.01% +625 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,456 $207K 0.07% -5,368 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,254 $202K <0.01% -6,803 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 8,000 $192K 0.14% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,566 $185K <0.01% -210 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,367 $180K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,367 $180K <0.01% -2,817 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,343 $179K <0.01% -1,117 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,243 $177K <0.01% +880 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,020 $172K <0.01% 0 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,698 $170K 0.13% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,404 $157K 0.01% +392 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,037 $123K 0.02% -293 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,022 $123K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,926 $122K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,488 $110K 0.02% -4,650 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,007 $97.9K 0.01% -905 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,983 $97.3K <0.01% -150 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,930 $96K <0.01% +1,922 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,878 $94.8K <0.01% -901 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,838 $93.8K <0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,600 $88K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,069 $75K <0.01% +1,202 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,953 $72.2K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,946 $72K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,943 $72K 0.04% -3,337 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,896 $70.8K <0.01% -2,500 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,716 $66.4K 0.04% +1,188 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 3,162 $59.7K 0.07% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,285 $55.8K 0.05% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $49K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,914 $46.8K <0.01% -66 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,686 $41.2K <0.01% +1,281 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,514 $37K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,495 $36.5K <0.01% +161 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,385 $33.9K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,342 $32.8K <0.01% +1,065 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,321 $32.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,193 $29.2K <0.01% +210 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,192 $29.1K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,075 $26.3K <0.01% -887 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,009 $24.7K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 976 $23.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 936 $23K <0.01% -86 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 893 $21.8K <0.01% +743 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 873 $21.3K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 851 $20.8K <0.01% +18 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 831 $20.3K <0.01% +5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 770 $18.8K <0.01% +761 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 748 $18.3K <0.01% -5,216 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 700 $17.1K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 608 $14.9K <0.01% +138 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 488 $11.9K <0.01% -18,905 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 475 $11.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $9.78K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 365 $8.92K <0.01% new 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 314 $7.78K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 316 $7.72K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 315 $7.7K <0.01% -8 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 314 $7.67K <0.01% -76 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 302 $7.39K <0.01% +14 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 300 $7.33K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 295 $7.21K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 287 $7.01K <0.01% +66 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 272 $6.46K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 262 $6.4K <0.01% -1,207 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 253 $6.19K <0.01% +18 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 251 $6.13K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $6.11K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 227 $5.55K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210 $5.13K <0.01% -60 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 195 $4.77K <0.01% -31 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 150 $3.68K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 120 $2.93K <0.01% -33 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 116 $2.84K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 101 $2.47K <0.01% +92 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 87 $2.13K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 77 $1.89K <0.01% -15 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 73 $1.78K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 73 $1.78K <0.01% +27 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 65 $1.59K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 61 $1.5K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 59 $1.44K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 57 $1.39K <0.01% -45 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 56 $1.37K <0.01% +27 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 55 $1.34K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 45 $1.1K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 42 $1.03K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $1K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 39 $956 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 34 $831 <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28 $684 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25 $612 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 23 $563 <0.01% -1 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 22 $538 <0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 17 $415 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $415 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $367 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $269 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10 $245 <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 10 $245 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $244 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 8 $196 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $175 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 6 $147 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4 $98 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $74 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $73 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $73 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.