Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 181 $62K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 177 $60.9K 0.04% -28 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 176 $60.6K 0.03% +87 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. 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More: the full row for Cresta Advisors, Ltd. 70 $24.1K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 69 $24K 0.02% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 69 $23.7K 0.01% +15 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 68 $23.4K 0.02% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 67 $23.2K 0.01% 0 13F-HR Timeline Phillip James Consulting Co. 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More: the full row for Aventus Investment Advisors, Inc. 60 $20.6K 0.02% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 61 $20K 0.02% 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 56 $19.3K 0.02% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 56 $19.3K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 56 $19.3K 0.01% +7 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 56 $19.2K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 52 $17.9K 0.52% +31 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 48 $16.5K 0.01% -114 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 45 $15.3K 0.01% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 40 $13.8K <0.01% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 40 $13.8K 0.01% -114 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 38 $13.1K 0.01% +7 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 38 $13.1K 0.01% 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for Bear Mountain Capital, Inc. 14 $5.31K <0.01% -3 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 623 $5.26K 0.51% -38,656 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 15 $5.16K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 13 $4.47K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 10 $3.44K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $3.44K <0.01% -9 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 10 $3.44K <0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,001 $2.91K 0.06% -1,503 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 8 $2.75K <0.01% -5 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 6 $2.06K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 5 $1.72K 0.03% +4 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4 $1.38K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 234,676 $235K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.