WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12 $6.96K 0.01% +11 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12 $6.95K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 12 $6.95K <0.01% +10 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 12 $6.95K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 11 $6.42K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 11 $6.37K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 11 $6.37K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 10 $5.79K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10 $5.79K <0.01% -10 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10 $5.79K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 53 $5K <0.01% -970 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $4.64K 0.14% -1 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 8 $4.64K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 7 $4.06K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7 $4.06K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 7 $4.06K <0.01% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 7 $4K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 8 $3.88K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6 $3.48K <0.01% -6 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 6 $3.48K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6 $3.48K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6 $3.48K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5 $3.09K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 5 $2.91K <0.01% 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5 $2.9K <0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $2.9K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $2.9K <0.01% +2 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5 $2.9K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5 $2.9K <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4 $2.33K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 4 $2.32K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 4 $2.32K <0.01% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3 $1.74K <0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 3 $1.74K <0.01% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3 $1.74K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3 $1.74K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3 $1.74K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3 $1.74K <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $1.74K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2 $1.16K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $1.16K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2 $1.16K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2 $1.16K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2 $1.16K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $969 <0.01% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1 $584 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $582 <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $580 <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $579 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $579 0.01% new 13F-HR Timeline ARVEST INVESTMENTS, INC. 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 11,010 $11K 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 865 $1.49K -1,667 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 27 $43 new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.