Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 244 $74.2K 0.01% 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 241 $73.3K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 240 $73K 0.07% -30 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 239 $72.7K 0.01% +142 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 236 $71.8K <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 232 $70.6K 0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 231 $70.2K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 227 $69K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 215 $65.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 211 $64.2K 0.05% -173 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 210 $63.9K 0.01% +5 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 210 $63.9K 0.03% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 204 $62K 0.01% +78 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 201 $61.3K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $60.8K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 200 $60.8K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 200 $60.8K 0.01% -2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $60.8K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $60.1K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 188 $57.2K 0.02% +171 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for DAGCO, INC. 168 $51.1K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 159 $48.3K <0.01% +23 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 152 $46.2K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 149 $45.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 148 $45K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 147 $44.7K 0.01% +67 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 143 $43.5K 0.07% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 143 $43.5K 0.01% +5 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 135 $41.1K 0.03% -9 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 133 $40.4K 0.02% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 131 $39.8K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 125 $38K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 125 $38K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 151 $37.2K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 121 $36.8K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 121 $36.8K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 118 $35.9K 0.01% -3 13F-HR Timeline MOTCO More: the full row for MOTCO 125 $35.8K <0.01% +100 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 116 $35.3K <0.01% -193 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 116 $35.3K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 110 $33.5K 0.03% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 109 $33.1K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 125 $33K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 107 $32.5K <0.01% +11 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 102 $31K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $30.4K 0.01% 0 13F-HR/A Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $30.4K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $30.4K 0.03% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 100 $30K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 98 $29.8K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 94 $28.6K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 91 $27.5K 0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 88 $26.8K <0.01% +76 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $26.5K 0.01% 0 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 87 $26.5K 0.03% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 85 $25.9K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 83 $25.2K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 81 $25K 0.01% +21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 82 $24.9K <0.01% +6 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 81 $24.6K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 76 $23.1K <0.01% 0 13F-HR/A Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 75 $22.8K 0.02% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 74 $22.4K <0.01% -18 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 73 $22.2K <0.01% -126 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 69 $21K 0.01% -23 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 69 $20K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $19.2K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 60 $18.2K 0.01% +48 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 58 $17.8K 0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 58 $17.6K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 58 $17.6K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 57 $17.3K 0.03% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 53 $16.1K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 53 $15.8K <0.01% +13 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 51 $15.5K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 50 $15.2K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $15.2K <0.01% -15 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $15.2K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 48 $14.6K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 48 $14.6K 0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 48 $14.5K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 46 $14K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 42 $12.8K 0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 39 $11.9K <0.01% +29 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 38 $11.6K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 36 $10.9K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 33 $10K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 33 $10K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 33 $10K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 31 $9.43K <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 31 $9.43K <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 30 $9.12K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 30 $9.12K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29 $8.82K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 29 $8.82K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $8.52K 0.01% -2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 28 $8.42K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 27 $8.21K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 27 $8.1K <0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26 $7.91K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 26 $7.91K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 25 $7.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 25 $7.6K <0.01% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 25 $7.6K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 25 $7.5K <0.01% -403 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 24 $7.3K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 24 $7.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23 $6.99K <0.01% new 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 23 $6.99K 0.01% +12 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 22 $6.69K <0.01% +11 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 22 $6.69K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21 $6.39K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $6.08K <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $6.08K 0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 20 $6.08K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 18 $5.47K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 17 $5.17K <0.01% 0 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 17 $5.17K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 17 $5.17K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 15 $4.56K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 15 $4.56K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 15 $4.56K <0.01% -3 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 15 $4.56K 0.01% 0 13F-HR/A Timeline Trust Co More: the full row for Trust Co 14 $4.26K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 14 $4.26K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 13 $3.95K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13 $3.95K <0.01% +4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 12 $3.65K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12 $3.65K <0.01% -4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12 $3.65K <0.01% -59 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 11 $3.31K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $3.04K <0.01% -2,244 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 12 $3K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8 $2.43K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $2.43K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 8 $2.43K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8 $2.43K <0.01% -2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8 $2.41K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $2.13K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $1.22K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3 $912 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2 $609 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2 $609 <0.01% -24 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $314 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.