Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 676 $32.1K 0.01% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 675 $32.1K <0.01% -150 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 655 $31.1K <0.01% -1,270 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 635 $30.2K <0.01% -66 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 632 $30K 0.02% -10 13F-HR Timeline NBH Bank More: the full row for NBH Bank 632 $30K 0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 618 $29.7K <0.01% -157,877 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 612 $29.1K <0.01% +46 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 600 $29K 0.02% 0 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 606 $28.8K 0.01% -519 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 606 $28.8K 0.01% +23 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 603 $28.7K 0.01% +575 13F-HR Timeline MOTCO More: the full row for MOTCO 600 $28.5K <0.01% +41 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 600 $28.5K 0.01% -729 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 600 $28.5K 0.02% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 600 $28.5K 0.04% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 600 $28.5K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 594 $28.2K 0.02% +83 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 581 $27.6K <0.01% +244 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 581 $27.6K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 574 $27.3K <0.01% +257 13F-HR Timeline CNB Bank More: the full row for CNB Bank 570 $27.1K 0.01% -319 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 566 $26.9K <0.01% -20 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 544 $25.9K 0.01% +204 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 540 $25.7K <0.01% 0 13F-HR/A Timeline Axxion S.A. More: the full row for Axxion S.A. 527 $25K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 521 $24.8K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 520 $24.7K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 507 $24.1K <0.01% +96 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 506 $24.1K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 506 $24.1K 0.01% +95 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 500 $23.8K 0.04% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 486 $23.1K 0.01% +36 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 461 $21.9K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 453 $21.5K <0.01% +153 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 447 $21.2K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 413 $19.6K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 405 $19.2K <0.01% -313 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 405 $19.2K 0.01% -1,080 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 408 $19K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 398 $18.9K 0.01% +74 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 389 $18.5K <0.01% +143 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 358 $17K <0.01% +82 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 353 $16.8K 0.01% -4 13F-HR Timeline Financial Avengers, Inc. 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More: the full row for SYNTAX RESEARCH, INC. 324 $15.4K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 317 $15.1K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 309 $14.7K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 308 $14.7K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 126 $14.6K <0.01% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 300 $14.3K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 300 $14.3K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 300 $14.3K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 298 $14.2K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 287 $13.6K <0.01% +71 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 276 $13.1K <0.01% +15 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 274 $13K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 273 $13K 0.01% +1 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 272 $12.9K 0.01% +43 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 271 $12.9K <0.01% +218 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 267 $12.7K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 247 $11.7K <0.01% +84 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 247 $11.7K 0.01% +155 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 245 $11.6K <0.01% +30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 242 $11.5K <0.01% +65 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 225 $10.7K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 216 $10.3K 0.01% +83 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 209 $10K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 199 $9.46K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 193 $9.17K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 183 $8.7K 0.01% +119 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 174 $8.27K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 180 $8K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 167 $7.94K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 165 $7.84K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 164 $7.79K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for Prudent Man Investment Management, Inc. 200 $7.25K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 150 $7.13K <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 150 $7.13K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 150 $7.13K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 156 $7K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 143 $6.8K <0.01% -174 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 131 $6.23K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 127 $6.04K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 125 $5.96K <0.01% -327 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 118 $5.61K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 114 $5.42K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 111 $5.28K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 110 $5.23K <0.01% +2 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 101 $4.8K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 98 $4.66K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 84 $4K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 82 $3.9K <0.01% +31 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 76 $3.62K <0.01% -189 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 75 $3.56K <0.01% -77 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 81 $3.33K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 67 $3.21K <0.01% -15 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 67 $3.19K <0.01% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 67 $3K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 60 $2.87K <0.01% -2,103 13F-HR Timeline Quarry LP More: the full row for Quarry LP 60 $2.85K <0.01% -6,064 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 58 $2.76K <0.01% +3 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 58 $2.76K 0.01% -1,675 13F-HR/A Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 56 $2.66K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 48 $2.28K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 48 $2.28K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 44 $2.09K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 44 $2.09K 0.05% +1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 59 $2K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 42 $2K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 41 $1.95K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 37 $1.76K <0.01% +9 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 35 $1.66K <0.01% +10 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 35 $1.66K 0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 34 $1.62K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 31 $1.5K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 30 $1.43K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 28 $1.33K <0.01% -53 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 26 $1.24K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 26 $1.24K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 23 $1.09K <0.01% -5 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 19 $903 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 16 $761 <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16 $760 <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 16 $760 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 15 $734 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 14 $666 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14 $666 <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 14 $665 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11 $523 <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $475 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 7 $333 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 67,709 $10.8K +3,544 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 60,192 $2.86B +249 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.