Imprint Wealth LLC More: the full row for Imprint Wealth LLC 35 $12.3K 0.06% +23 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 35 $12.3K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 34 $11.9K <0.01% 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 33 $11.6K <0.01% +29 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $11.6K 0.01% +11 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 33 $11.6K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 31 $10.9K <0.01% +14 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 30 $10.6K 0.01% +25 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 30 $10.5K 0.02% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 30 $10.5K 0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $10K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $9.84K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $9.16K <0.01% +21 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 26 $9.14K 0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 25 $8.87K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 25 $8.79K <0.01% +17 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 25 $8.79K <0.01% +19 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 24 $8.44K <0.01% -3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 23 $8.08K <0.01% +12 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 22 $7.73K 0.05% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 21 $7.38K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 21 $7.34K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $7.26K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 20 $7.03K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 20 $7.03K <0.01% -20 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 20 $7.03K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 20 $7.03K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 19 $6.68K <0.01% -45 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 18 $6.34K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 11 $3.87K <0.01% -33 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $3.52K <0.01% +3 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $3.52K <0.01% -31 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $3.52K <0.01% -1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $3.16K <0.01% -1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $3.16K 0.09% +1 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 9 $3.16K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $2.81K <0.01% -41 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 8 $2.81K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7 $2.46K <0.01% -5 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7 $2.46K <0.01% -432 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 7 $2.46K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 7 $2.46K <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $2.21K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $2.11K <0.01% -6 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 7 $2K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $1.76K <0.01% -1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5 $1.76K <0.01% 0 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $1.76K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4 $1.69K <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.41K <0.01% +1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3 $1.1K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. 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More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 64,724 $64.7K 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 2,500 $418 +1,298 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.