COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 684 $51.5K 0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 584 $44K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 577 $43.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 572 $43.1K <0.01% -233 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 528 $39.8K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 527 $39.7K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 519 $39K <0.01% +251 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $36.8K <0.01% +253 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 430 $32.4K 0.02% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 426 $32.1K 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 423 $31.9K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 394 $29.7K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 375 $28.3K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 330 $24.9K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 329 $24.8K <0.01% -98 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 294 $22.1K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 278 $20.9K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 268 $20.2K <0.01% +128 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 265 $20K <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/ 260 $19.6K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 244 $18.4K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 242 $18.2K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 234 $17.6K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 233 $17.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 228 $17.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 210 $15.8K <0.01% -163 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 200 $15.1K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 190 $14.3K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 188 $14.2K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 183 $13.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 176 $13.3K <0.01% -41 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 167 $12.6K <0.01% +77 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 153 $11.5K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 147 $11.1K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 147 $11.1K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 137 $10.3K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 131 $9.87K <0.01% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 110 $8.28K <0.01% +45 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 108 $8.13K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 96 $7.23K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 80 $6.03K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 73 $5.5K <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 71 $5.35K <0.01% 0 13F-HR Timeline Group Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 66 $4.97K <0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 41 $3.08K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 35 $2.64K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35 $2.64K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 35 $2.64K <0.01% 0 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 29 $2.18K <0.01% -19 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 28 $2.11K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 26 $1.96K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 24 $1.81K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 23 $1.73K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16 $1.21K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 16 $1.21K <0.01% -16 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4 $302 <0.01% 0 13F-HR Timeline