Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18 $4.96K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17 $4.68K <0.01% +5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $4.68K <0.01% +2 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 16 $4.41K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 15 $4.21K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $4.13K <0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 14 $3.87K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 14 $3.87K <0.01% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 13 $3.58K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $3.33K <0.01% -46 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 12 $3.31K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 12 $3.31K <0.01% +11 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $3.03K <0.01% -245 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $3.03K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $2.76K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 10 $2.75K <0.01% +3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10 $2.75K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9 $2.48K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $2.48K <0.01% -4 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8 $2.2K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $2.2K <0.01% +2 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 8 $2.2K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 8 $2.2K <0.01% 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9 $2.02K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $1.93K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.93K <0.01% +3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6 $1.66K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 6 $1.65K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.65K <0.01% +2 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 5 $1.49K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5 $1.38K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.38K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4 $1.1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $1.1K <0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4 $1.1K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4 $1.1K <0.01% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $827 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $827 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $826 <0.01% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $826 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2 $553 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $551 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $551 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $551 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $551 <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2 $492 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $276 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $275 <0.01% new 13F-HR/A Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $275 <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 15,000 $190 0.02% +14,311 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 15,697 $15.7K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.