Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 216 $10.8K <0.01% +17 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 212 $10.6K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 205 $10.2K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 203 $10.2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 205 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 203 $10K <0.01% +1 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 193 $9.66K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 190 $9.5K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 185 $9.26K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 181 $9.06K <0.01% +162 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 179 $8.97K 0.01% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 176 $8.81K 0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 168 $8.41K <0.01% -322 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 122 $6.11K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 115 $5.75K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 109 $5.45K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 104 $5.21K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 100 $5K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 66 $3.33K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 65 $3.25K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 63 $3.17K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 55 $2.75K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 54 $2.7K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 54 $2.7K <0.01% -10 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 53 $2.65K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53 $2.65K <0.01% +5 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 49 $2.43K <0.01% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 47 $2.35K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 45 $2.3K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 44 $2.2K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 41 $2.05K <0.01% new 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 39 $1.95K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 36 $1.8K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 33 $1.68K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 32 $1.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28 $1.4K <0.01% +27 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 25 $1.25K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $1.25K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22 $1.1K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 20 $1K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 19 $951 <0.01% 0 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 17 $851 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16 $801 <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $651 <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 11 $550 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 10 $486 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9 $450 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7 $350 <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 6 $301 <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 6 $300 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $200 <0.01% -2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4 $200 <0.01% -7 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3 $153 <0.01% 0 13F-HR/A Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3 $132 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $101 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $51 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $50 <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $20 <0.01% -25 13F-HR Timeline Amount filed as zero, left out of ratios. Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.