Dorato Capital Management More: the full row for Dorato Capital Management 149 $70.1K 0.05% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 146 $69.3K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 145 $68.6K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 144 $68.2K 0.05% -2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 144 $68.2K 0.03% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 144 $68.1K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 141 $66.9K 0.05% -16 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 141 $66.7K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 140 $66.3K 0.03% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 138 $65.3K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 134 $63.4K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 172 $61.8K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 130 $61.5K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 130 $61.5K 0.03% 0 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for Steigerwald, Gordon & Koch Inc. 112 $53.1K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 112 $53K 0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 111 $52.5K 0.01% 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 110 $52.1K 0.05% 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 110 $52.1K 0.05% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 109 $51.6K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 101 $47.8K 0.02% -230 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 100 $47.3K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 100 $47.3K 0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 100 $47.3K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 97 $45.9K <0.01% +92 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 96 $45.4K <0.01% -4 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $44.5K 0.01% 0 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 93 $44K 0.03% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 92 $43.5K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 90 $42.6K 0.01% -10 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 81 $38.3K 0.02% 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 80 $37.9K 0.02% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 80 $37.9K 0.04% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 78 $36.9K 0.03% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 78 $36.9K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 73 $35K 0.02% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 74 $34.9K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 73 $34.6K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 69 $32.7K 0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 68 $32.2K 0.02% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 64 $30.3K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 62 $29.4K <0.01% +42 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $28.8K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 59 $28.1K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 60 $28K <0.01% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 59 $27.9K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 59 $27.9K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 59 $27.9K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 58 $27.5K <0.01% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 70 $27K 0.03% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 56 $26.5K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 54 $25.6K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 51 $24.3K 0.01% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 50 $23.7K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 49 $23.2K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 48 $22.7K 0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 48 $22.7K 0.06% 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 48 $22.7K <0.01% 0 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 44 $20.8K 0.02% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 43 $20.4K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 43 $20.4K <0.01% -25 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 41 $19.2K <0.01% -31 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 39 $18.5K 0.01% +10 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 39 $18K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 37 $18K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 36 $17K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 34 $16.1K 0.01% +12 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 34 $16.1K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 33 $15.7K <0.01% -2 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 28 $13.3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $12.8K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 27 $12.8K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 26 $12.3K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $12.3K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 26 $12.3K <0.01% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 25 $11.8K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 24 $11.4K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22 $10.5K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 22 $10.4K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $9.47K 0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 17 $8.05K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 15 $7.1K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 14 $6.63K 0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 13 $6.22K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 13 $6.15K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 13 $6.15K <0.01% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 12 $5.68K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 12 $5.68K <0.01% -585 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10 $4.73K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 9 $4.26K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $3.79K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7 $3.33K <0.01% -1,619 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7 $3.31K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4 $1.89K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4 $1.89K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4 $1.89K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2 $803 <0.01% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 23,238 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 13,075 $0 0% +5,267 13F-HR Timeline Group Value filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 471,407 $471K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 1,395 $2.95K -1,574 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 517 $284 -84 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.