AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 160 $34.1K 0.01% +60 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 159 $33.8K <0.01% +53 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $31.9K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 148 $31.5K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 146 $31.1K <0.01% +120 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 146 $31.1K 0.01% +21 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 146 $31.1K <0.01% -44 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 146 $31.1K 0.01% +33 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 144 $30.6K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 143 $30.4K <0.01% -18 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 142 $30.2K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 138 $29.4K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. 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Advisory Services LLC 29 $6.17K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 29 $6.17K <0.01% -3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 28 $5.89K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 27 $5.75K <0.01% -5 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 27 $5.75K <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 27 $5.73K <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $5.32K <0.01% +10 13F-HR Timeline Planning Strategies Inc. 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More: the full row for TFC Financial Management, Inc. 21 $4.48K <0.01% +4 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 21 $4.47K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 21 $4.47K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 21 $4.47K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $4.26K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 19 $4.04K <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $3.83K <0.01% +3 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 18 $3.83K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 18 $3.83K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 17 $3.63K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17 $3.62K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16 $3.46K <0.01% -11 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 16 $3.41K <0.01% +5 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 16 $3.41K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 15 $3.19K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 17 $3K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 15 $3K <0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 13 $2.77K <0.01% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12 $2.55K <0.01% -49 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 12 $2.55K <0.01% -14 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 12 $2.5K <0.01% +11 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 11 $2.34K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11 $2.34K <0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 10 $2.13K <0.01% +6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $2.13K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $2.13K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 10 $2.13K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 10 $2.13K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 10 $2K <0.01% new 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 8 $2K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $1.98K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $1.91K <0.01% +5 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.7K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8 $1.7K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 7 $1.49K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7 $1.49K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6 $1.28K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $1.28K <0.01% -1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $1.28K 0.03% +1 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5 $1.07K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5 $1.06K <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $1.06K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $1.06K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5 $1.06K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 8 $1K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $852 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4 $851 <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4 $851 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4 $851 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $639 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. 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More: the full row for LifeSteps Financial, Inc. 1 $213 <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1 $213 <0.01% -1,335 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $213 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $213 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1 $213 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $213 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $213 <0.01% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,720 $6.72K -4,956 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.