Fairway Wealth LLC More: the full row for Fairway Wealth LLC 478 $53.7K 0.01% +1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 471 $52.9K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 458 $51.4K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 443 $49.7K 0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 440 $49.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 454 $49.3K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 422 $47K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 387 $43.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 375 $42.1K <0.01% +125 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 365 $41.4K 0.01% +364 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 355 $39.9K 0.01% -71 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 347 $39K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 329 $36.9K 0.03% +1 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 322 $36.2K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 314 $35.2K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 309 $34.7K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 307 $34.5K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 302 $33.9K 0.01% +2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 298 $33.5K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 288 $32.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 281 $32K <0.01% -229 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 268 $30.1K <0.01% -1,721 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 266 $29.9K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 260 $29.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 238 $26.7K <0.01% +17 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 233 $26.1K 0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 229 $25.7K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 227 $25.5K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 226 $25.4K <0.01% +102 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 223 $25K <0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 217 $24.4K 0.02% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 205 $23K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $22K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 199 $22K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 190 $21.3K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 187 $21K 0.02% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 166 $18.6K <0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 158 $17.7K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 152 $17.1K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 148 $16.6K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 146 $16.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 141 $15.9K <0.01% -1,768 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 133 $14.9K 0.01% -15 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 126 $14.1K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 125 $14K <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 115 $12.9K <0.01% 0 13F-HR/A Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $12.7K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 100 $11.3K 0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 92 $10.4K <0.01% 0 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 80 $8.98K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 75 $8.44K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 74 $8.31K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 61 $6.85K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 56 $6.29K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 51 $5.73K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $5.61K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 49 $5.37K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 43 $4.83K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 42 $4.7K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 29 $3.24K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23 $2.62K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 20 $2.25K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $2.25K <0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 14 $1.57K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12 $1.35K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 10 $1.14K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $674 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3 $337 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $337 <0.01% -308 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1 $130 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1 $113 <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.