Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 450 $15.3K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 448 $15.2K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 425 $14.5K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 425 $14.4K <0.01% +280 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 425 $14.4K <0.01% +73 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 424 $14.4K <0.01% +289 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 424 $14.4K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 415 $14.1K 0.01% -50 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 404 $13.7K <0.01% -157 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 401 $13.6K <0.01% +128 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $13.6K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 400 $13.6K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 400 $13.6K <0.01% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 380 $12.9K 0.01% -40 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 368 $12.5K <0.01% +24 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 366 $12.4K <0.01% +125 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 366 $12.4K 0.01% -51 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 350 $12.4K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 355 $12.1K 0.01% -380 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 350 $11.9K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 350 $11.9K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 350 $11.9K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 350 $11.9K 0.01% -95 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 317 $10.8K <0.01% +72 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 300 $10.2K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 300 $10.2K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 297 $10.1K <0.01% +83 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 299 $10K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 305 $10K <0.01% +57 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 289 $9.83K <0.01% -158 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 287 $9.76K <0.01% +134 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 279 $9.49K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 275 $9.35K 0.04% -103 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 250 $8.99K <0.01% +120 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 251 $8.53K <0.01% -19 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 251 $8.53K 0.01% -140 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 250 $8.5K <0.01% -53,514 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 250 $8.5K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 250 $8.5K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 245 $8.46K 0.01% -9 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 247 $8.4K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 239 $8.13K 0.01% +127 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 223 $7.58K <0.01% +59 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 210 $7.14K <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 200 $6.8K <0.01% -1 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 201 $6.77K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 199 $6.77K <0.01% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 198 $6.73K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 180 $6.12K <0.01% -400 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 178 $6.05K <0.01% +54 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 176 $5.98K <0.01% +154 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 175 $5.95K <0.01% -208 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 170 $5.78K <0.01% +67 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 168 $5.71K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 161 $5.47K <0.01% +100 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 160 $5.44K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 157 $5.34K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 155 $5.27K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 151 $5.13K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $5.1K <0.01% -80 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 150 $5.1K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 150 $5.1K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 150 $5.1K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $5.1K <0.01% -155 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 147 $5K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 146 $4.96K <0.01% -85 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 127 $4.32K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 120 $4.08K <0.01% +33 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 127 $4K <0.01% +27 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 117 $3.98K <0.01% +88 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 113 $3.84K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 110 $3.74K <0.01% +29 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 108 $3.67K <0.01% -6 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 108 $3.67K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 100 $3.64K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 104 $3.54K <0.01% -18 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 103 $3.5K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 101 $3.43K <0.01% +53 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $3.4K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $3.4K <0.01% -100 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $3.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $3.4K <0.01% new 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 100 $3.4K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 100 $3.4K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 100 $3.4K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 100 $3.4K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 98 $3.33K <0.01% -136 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 98 $3.33K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 91 $3.09K <0.01% -129 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 102 $3K <0.01% -9 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 86 $2.92K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 85 $2.89K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 81 $2.75K <0.01% -46 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 81 $2.75K <0.01% +4 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 77 $2.65K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 64 $2.18K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 61 $2.07K <0.01% +17 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 61 $2.07K <0.01% -539 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 61 $2.07K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 60 $2.04K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 60 $2.04K <0.01% -40 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 50 $2K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 56 $1.9K <0.01% -11 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 53 $1.8K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $1.7K <0.01% -126 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 50 $1.7K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 50 $1.7K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 50 $1.7K <0.01% -7 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 50 $1.7K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 50 $1.7K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 50 $1.7K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 50 $1.7K 0.01% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 50 $1.7K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 50 $1.7K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 50 $1.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 48 $1.63K <0.01% +18 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $1.53K <0.01% -1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 45 $1.53K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 45 $1.53K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $1.43K <0.01% -2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $1.33K <0.01% -65 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $1.02K <0.01% +15 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 28 $952 0.02% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 27 $918 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 24 $816 <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 23 $782 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 23 $782 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 21 $714 <0.01% -716 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 20 $680 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $671 <0.01% -1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 18 $612 <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 18 $612 <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 16 $544 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 15 $515 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $510 <0.01% +2 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 15 $510 <0.01% +2 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 14 $476 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $442 <0.01% -5 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 12 $408 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11 $374 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $350 <0.01% -40 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9 $306 <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9 $306 <0.01% -29 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 8 $272 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $238 <0.01% -443 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7 $233 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $170 <0.01% -6,043 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $170 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $136 <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4 $136 <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 3 $102 <0.01% 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2 $68 <0.01% -2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $34 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $33 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -46,200 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 62,299 $2.12B +25,234 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.