HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 340 $21K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 325 $20.5K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 309 $19.5K <0.01% -105 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 298 $18.8K 0.02% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 297 $18.8K 0.01% -5 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 250 $15.8K 0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 172 $11K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 170 $10.7K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 160 $10.1K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 160 $10.1K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 141 $8.9K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 134 $8.46K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 134 $8.46K <0.01% new 13F-HR/A Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 109 $6.91K <0.01% 0 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $6.32K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $6.32K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 77 $4.86K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 75 $4.74K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 74 $4.67K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 57 $3.65K <0.01% +50 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 61 $3.6K <0.01% -76 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 53 $3.36K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 50 $3.16K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 46 $3K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $2.84K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 36 $2.27K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 25 $1.56K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 19 $1.2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12 $757 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 10 $651 <0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 7 $443 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $316 <0.01% new 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $316 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $196 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $126 <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2 $66 <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1 $63 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $63 <0.01% new 13F-HR Timeline