Team Financial Group, LLC More: the full row for Team Financial Group, LLC 198 $40.6K 0.02% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 196 $40.1K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 195 $39.9K 0.01% +92 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 192 $39.3K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 188 $38.5K 0.01% +158 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 186 $38.1K 0.04% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 185 $37.9K 0.02% -6 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 178 $36.4K 0.03% -18 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 175 $35.8K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 175 $35.8K 0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 173 $35.4K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 164 $33.5K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 148 $30.3K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 148 $30.3K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 145 $29.8K 0.02% -155 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 140 $29K <0.01% -50 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 141 $28.9K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 136 $27.8K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 132 $27.1K 0.01% +129 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 128 $26.2K <0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 124 $25.4K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 117 $23.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 115 $23.6K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 112 $22.9K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 107 $22K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 107 $21.9K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 107 $21.9K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 106 $21.8K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $20.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $20.5K 0.01% -40 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 100 $20.5K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 100 $20.5K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 99 $20.3K 0.01% +92 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 92 $18.8K 0.02% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 97 $18.8K 0.01% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 88 $18.1K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 90 $18K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 82 $16.9K <0.01% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 81 $16.6K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 80 $16.4K 0.02% -82 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 78 $16K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 72 $14.9K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 69 $14K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 67 $13.7K 0.01% -165 13F-HR/A Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 66 $13.6K <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 641,889 $13.1K <0.01% 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 64 $13.1K <0.01% -156 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 64 $13.1K 0.01% -2,900 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 63 $13K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 62 $12.7K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 54 $11.1K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 53 $10.8K 0.01% +8 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 52 $10.6K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 51 $10.5K <0.01% +5 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 50 $10.2K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 42 $8.6K 0.42% +1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 41 $8.39K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 41 $8.39K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 40 $8.19K <0.01% +39 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 40 $8.19K <0.01% 0 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 35 $7.16K 0.02% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 32 $6.55K <0.01% -95 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,125 $6.4K 0.25% +100 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 30 $6.14K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 30 $6.14K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 22 $4.31K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 17 $3.48K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $3.27K <0.01% +15 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 15 $2.99K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 13 $2.66K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 10 $2.05K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 9 $1.84K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 8 $1.64K <0.01% 0 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8 $1.64K <0.01% -1 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 8 $1.64K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6 $1.23K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5 $1.03K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 6 $1.03K <0.01% +1 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 5 $1.02K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6 $1K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2 $412 <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. Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.