Access Investment Management LLC More: the full row for Access Investment Management LLC 65 $18.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 61 $18.1K 0.01% +43 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 58 $17.4K 0.01% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 58 $17.2K 0.03% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 58 $17.2K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 57 $16.9K <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 54 $16K 0.01% +7 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 52 $15.7K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 53 $15.7K 0.02% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 52 $15.4K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 52 $15.3K <0.01% +16 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 51 $15.1K <0.01% +11 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 50 $14.8K 0.01% 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 50 $14.8K 0.01% 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 49 $14.8K <0.01% new 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 49 $14.5K 0.01% -1 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 49 $14.5K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 49 $14.5K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 47 $13.9K 0.01% -1,800 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $12.8K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 41 $12.1K 0.01% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 39 $11.6K <0.01% +12 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 40 $11K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 35 $10.4K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 33 $9.78K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 33 $9.78K 0.06% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 32 $9.48K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 31 $9.22K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 31 $9.21K 0.01% +5 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 30 $8.94K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 28 $8.16K <0.01% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 25 $7.41K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 23 $6.74K <0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 22 $6.52K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 21 $6.22K 0.18% +4 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $5.92K <0.01% -1 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1 $5.66K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 18 $5.33K <0.01% +2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17 $5.04K <0.01% +14 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 17 $5.04K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 17 $5.04K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 16 $4.74K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 16 $4.74K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $4.44K <0.01% -3 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $4.15K <0.01% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 11 $3.26K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 10 $2.96K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 10 $2.96K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 9 $2.72K <0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 8 $2.37K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 44 $2.25K <0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 601 $2.03K 0.04% -1,868 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $1.19K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2 $592 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $297 <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $65 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 31,694 $31.7K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,530 $1.03K +970 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.