| 16 Jan 2026, 11:37:19 UTC |
13F-HR |
CROWLEY WEALTH MANAGEMENT, INC. |
2025 Q4
|
0
|
$0
|
| 16 Jan 2026, 11:32:03 UTC |
13F-HR |
Bay Capital Advisors, LLC |
2025 Q4
|
111
|
$163,897,616
|
| 16 Jan 2026, 11:32:00 UTC |
13F-HR |
HMS Capital Management, LLC |
2025 Q4
|
103
|
$241,690,068
|
| 16 Jan 2026, 11:30:08 UTC |
13F-HR |
Piscataqua Savings Bank |
2025 Q4
|
404
|
$142,487,226
|
| 16 Jan 2026, 11:27:42 UTC |
13F-HR |
VALICENTI ADVISORY SERVICES INC |
2025 Q4
|
80
|
$477,902,000
|
| 16 Jan 2026, 11:20:40 UTC |
13F-HR |
Ellsworth Advisors, LLC |
2025 Q4
|
165
|
$504,973,054
|
| 16 Jan 2026, 11:19:13 UTC |
13F-HR |
WASHINGTON UNIVERSITY |
2025 Q4
|
5
|
$197,800,868
|
| 16 Jan 2026, 11:15:40 UTC |
13F-HR |
TRUST CO OF VERMONT |
2025 Q4
|
1,131
|
$2,395,691,872
|
| 16 Jan 2026, 10:59:32 UTC |
13F-HR |
Blue Trust, Inc. |
2025 Q4
|
2,528
|
$8,850,057,744
|
| 16 Jan 2026, 10:49:18 UTC |
13F-HR |
PENN DAVIS MCFARLAND INC |
2025 Q4
|
75
|
$1,043,824,190
|
| 16 Jan 2026, 10:48:19 UTC |
13F-HR |
MATRIX ASSET ADVISORS INC/NY |
2025 Q4
|
107
|
$1,112,629,592
|
| 16 Jan 2026, 10:33:25 UTC |
13F-HR |
Ipswich Investment Management Co., Inc. |
2025 Q4
|
185
|
$431,839,225
|
| 16 Jan 2026, 10:30:26 UTC |
13F-HR |
Oldfather Financial Services, LLC |
2025 Q4
|
98
|
$335,844,460
|
| 16 Jan 2026, 10:06:31 UTC |
13F-HR |
Applied Capital LLC |
2025 Q4
|
52
|
$259,845,047
|
| 16 Jan 2026, 10:06:21 UTC |
13F-HR |
Pictet North America Advisors SA |
2025 Q4
|
152
|
$1,053,407,646
|
| 16 Jan 2026, 10:04:46 UTC |
13F-HR |
Cyr Financial Inc. |
2025 Q4
|
58
|
$160,362,183
|
| 16 Jan 2026, 10:00:42 UTC |
13F-HR/A |
BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q4 - Restatement
|
261
|
$2,449,154,324
|
| 16 Jan 2026, 09:59:01 UTC |
13F-HR |
HILLMAN CO |
2025 Q4
|
16
|
$288,421,714
|
| 16 Jan 2026, 09:58:31 UTC |
13F-HR |
Linden Thomas Advisory Services, LLC |
2025 Q4
|
485
|
$986,639,998
|
| 16 Jan 2026, 09:54:44 UTC |
13F-HR |
FIRST COMMUNITY TRUST NA |
2025 Q4
|
352
|
$134,015,080
|
| 16 Jan 2026, 09:51:15 UTC |
13F-HR |
Bangor Savings Bank |
2025 Q4
|
602
|
$1,243,161,954
|
| 16 Jan 2026, 09:51:05 UTC |
13F-HR |
F&V Capital Management, LLC |
2025 Q4
|
60
|
$470,349,145
|
| 16 Jan 2026, 09:49:25 UTC |
13F-HR |
PICTET BANK & TRUST Ltd |
2025 Q4
|
31
|
$83,365,849
|
| 16 Jan 2026, 09:44:04 UTC |
13F-HR |
Applied Capital LLC/FL |
2025 Q4
|
90
|
$145,953,734
|
| 16 Jan 2026, 09:41:42 UTC |
13F-HR |
TB Alternative Assets Ltd. |
2025 Q4
|
50
|
$610,764,629
|
| 16 Jan 2026, 09:24:37 UTC |
13F-HR |
Aspire Private Capital, LLC |
2025 Q4
|
169
|
$449,566,220
|
| 16 Jan 2026, 09:23:38 UTC |
13F-HR |
KWMG, LLC |
2025 Q4
|
149
|
$1,160,100,953
|
| 16 Jan 2026, 09:22:10 UTC |
13F-HR |
BANQUE PICTET & CIE SA |
2025 Q4
|
384
|
$9,987,922,077
|
| 16 Jan 2026, 09:08:39 UTC |
13F-HR |
Five Oceans Advisors |
2025 Q4
|
192
|
$283,004,768
|
| 16 Jan 2026, 09:02:28 UTC |
13F-HR |
Legacy Capital Wealth Partners, LLC |
2025 Q4
|
376
|
$454,249,108
|
| 16 Jan 2026, 09:01:44 UTC |
13F-HR |
SURIENCE PRIVATE WEALTH LLC |
2025 Q4
|
30
|
$88,379,143
|
| 16 Jan 2026, 08:46:02 UTC |
13F-HR |
Bank Pictet & Cie (Europe) AG |
2025 Q4
|
194
|
$5,007,772,794
|
| 16 Jan 2026, 08:43:20 UTC |
13F-HR |
SWP FINANCIAL LLC |
2025 Q4
|
73
|
$199,271,380
|
| 16 Jan 2026, 08:40:00 UTC |
13F-HR |
HERBST GROUP, LLC |
2025 Q4
|
62
|
$169,952,499
|
| 16 Jan 2026, 08:36:28 UTC |
13F-HR |
Mirabaud & Cie SA |
2025 Q4
|
57
|
$310,219,039
|
| 16 Jan 2026, 08:31:05 UTC |
13F-HR |
Lombard Odier SCmA Compagnie |
2025 Q4
|
420
|
$9,196,789,196
|
| 16 Jan 2026, 08:30:04 UTC |
13F-HR |
SAS Spinecap |
2025 Q2
|
12
|
$192,150,534
|
| 16 Jan 2026, 08:25:19 UTC |
13F-HR |
TEMA ETFS LLC |
2025 Q4
|
558
|
$1,288,502,213
|
| 16 Jan 2026, 07:21:14 UTC |
13F-HR |
VERUS WEALTH MANAGEMENT, LLC |
2025 Q4
|
50
|
$107,315,800
|
| 15 Jan 2026, 20:04:41 UTC |
13F-HR |
Longboard Asset Management, LP |
2025 Q4
|
71
|
$15,725,288
|
| 15 Jan 2026, 19:57:51 UTC |
13F-HR |
HFG Wealth Management, LLC |
2025 Q4
|
52
|
$181,390,965
|
| 15 Jan 2026, 19:05:32 UTC |
13F-HR |
DiNuzzo Private Wealth, Inc. |
2025 Q4
|
1,369
|
$919,217,949
|
| 15 Jan 2026, 18:56:18 UTC |
13F-HR |
PFS Partners, LLC |
2025 Q4
|
590
|
$217,916,820
|
| 15 Jan 2026, 18:51:51 UTC |
13F-HR |
WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q4
|
190
|
$1,299,386,460
|
| 15 Jan 2026, 18:44:52 UTC |
13F-HR |
Wealth Advisors Northwest LLC |
2025 Q4
|
56
|
$225,485,677
|
| 15 Jan 2026, 18:25:55 UTC |
13F-HR |
CRA Financial Services, LLC |
2025 Q4
|
292
|
$764,164,016
|
| 15 Jan 2026, 18:13:27 UTC |
13F-HR |
McLean Asset Management Corp |
2025 Q4
|
171
|
$558,235,138
|
| 15 Jan 2026, 18:13:55 UTC |
13F-HR |
CLARIS ADVISORS, LLC / MO / |
2025 Q4
|
68
|
$328,113,930
|
| 15 Jan 2026, 17:51:45 UTC |
13F-HR |
Triad Investment Management |
2025 Q4
|
36
|
$98,732,449
|
| 15 Jan 2026, 17:44:58 UTC |
13F-HR |
RHS Financial, LLC |
2025 Q4
|
144
|
$204,841,075
|
| 15 Jan 2026, 17:44:40 UTC |
13F-HR |
Ledgewood Wealth Advisors, LLC |
2025 Q4
|
71
|
$173,608,621
|
| 15 Jan 2026, 17:44:01 UTC |
13F-HR |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q4
|
891
|
$5,575,073,284
|
| 15 Jan 2026, 17:30:11 UTC |
13F-HR |
Powerhouse Assets LLC |
2025 Q4
|
54
|
$113,705,299
|
| 15 Jan 2026, 17:28:12 UTC |
13F-HR |
Retireful, LLC |
2025 Q4
|
93
|
$79,726,245
|
| 15 Jan 2026, 17:27:53 UTC |
13F-HR |
BetterWealth, LLC |
2025 Q4
|
70
|
$438,567,047
|
| 15 Jan 2026, 17:27:42 UTC |
13F-HR |
CAPITAL ADVISORS INC/OK |
2025 Q4
|
347
|
$6,208,733,351
|
| 15 Jan 2026, 17:27:39 UTC |
13F-HR |
HENGEHOLD CAPITAL MANAGEMENT LLC |
2025 Q4
|
219
|
$1,187,140,959
|
| 15 Jan 2026, 17:27:24 UTC |
13F-HR |
SCHARF INVESTMENTS, LLC |
2025 Q4
|
72
|
$3,722,567,073
|
| 15 Jan 2026, 17:27:04 UTC |
13F-HR |
Trinity Wealth Management, LLC |
2025 Q4
|
68
|
$271,483,889
|
| 15 Jan 2026, 17:26:41 UTC |
13F-HR |
Vannoy Advisory Group, Inc. |
2025 Q4
|
29
|
$157,785,264
|
| 15 Jan 2026, 17:26:21 UTC |
13F-HR |
VICTORY FINANCIAL GROUP, LLC |
2025 Q4
|
315
|
$794,779,908
|
| 15 Jan 2026, 17:25:43 UTC |
13F-HR |
Maltin Wealth Management, Inc. |
2025 Q4
|
132
|
$251,397,714
|
| 15 Jan 2026, 17:25:30 UTC |
13F-HR |
Cohen Investment Advisors LLC |
2025 Q4
|
78
|
$217,477,974
|
| 15 Jan 2026, 17:22:30 UTC |
13F-HR |
RCS Financial Planning, LLC |
2025 Q4
|
90
|
$232,004,509
|
| 15 Jan 2026, 17:22:13 UTC |
13F-HR |
Pinnacle Wealth Management, LLC |
2025 Q4
|
39
|
$148,481,153
|
| 15 Jan 2026, 17:21:33 UTC |
13F-HR |
Essential Planning, LLC. |
2025 Q4
|
90
|
$313,564,292
|
| 15 Jan 2026, 17:21:16 UTC |
13F-HR |
Uncommon Cents Investing LLC |
2025 Q4
|
207
|
$413,141,283
|
| 15 Jan 2026, 17:14:40 UTC |
13F-HR |
Ironwood Financial, llc |
2025 Q4
|
166
|
$589,604,667
|
| 15 Jan 2026, 17:12:18 UTC |
13F-HR |
ARCADIA INVESTMENT ADVISORS LLC |
2025 Q4
|
81
|
$214,948,317
|
| 15 Jan 2026, 17:09:59 UTC |
13F-HR |
Warwick Investment Management, Inc. |
2025 Q4
|
149
|
$649,013,534
|
| 15 Jan 2026, 17:07:44 UTC |
13F-HR |
Elser Financial Planning, Inc |
2025 Q4
|
80
|
$135,365,003
|
| 15 Jan 2026, 17:05:28 UTC |
13F-HR |
BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q4
|
122
|
$614,264,748
|
| 15 Jan 2026, 17:04:32 UTC |
13F-HR |
MTC Wealth Management LLC |
2025 Q4
|
13
|
$213,111,158
|
| 15 Jan 2026, 17:03:48 UTC |
13F-HR |
Founders Capital Management |
2025 Q4
|
407
|
$192,576,680
|
| 15 Jan 2026, 16:54:21 UTC |
13F-HR |
Members Trust Co |
2025 Q4
|
148
|
$3,065,580,257
|
| 15 Jan 2026, 16:53:11 UTC |
13F-HR |
Counterweight Ventures, LLC |
2025 Q4
|
80
|
$178,266,248
|
| 15 Jan 2026, 16:45:18 UTC |
13F-HR |
PFG Private Wealth Management, LLC |
2025 Q4
|
74
|
$228,576,405
|
| 15 Jan 2026, 16:35:32 UTC |
13F-HR |
Lodestone Wealth Management LLC |
2025 Q4
|
795
|
$245,560,734
|
| 15 Jan 2026, 16:35:04 UTC |
13F-HR |
Frank, Rimerman Advisors LLC |
2025 Q4
|
600
|
$1,577,667,266
|
| 15 Jan 2026, 16:31:42 UTC |
13F-HR |
Nilsine Partners, LLC |
2025 Q4
|
400
|
$1,154,386,237
|
| 15 Jan 2026, 16:30:44 UTC |
13F-HR |
KRS Capital Management, LLC |
2025 Q4
|
115
|
$173,885,306
|
| 15 Jan 2026, 16:27:09 UTC |
13F-HR |
PineStone Asset Management Inc. |
2025 Q4
|
43
|
$16,086,375,964
|
| 15 Jan 2026, 16:24:14 UTC |
13F-HR |
Sage Capital Management, LLC |
2025 Q4
|
161
|
$216,411,940
|
| 15 Jan 2026, 16:19:57 UTC |
13F-HR |
LeConte Wealth Management, LLC |
2025 Q4
|
138
|
$153,057,218
|
| 15 Jan 2026, 16:18:39 UTC |
13F-HR |
Independence Financial Advisors, LLC |
2025 Q4
|
55
|
$363,803,343
|
| 15 Jan 2026, 16:18:10 UTC |
13F-HR |
Hartmann Taylor Wealth Management, LLC |
2025 Q4
|
53
|
$148,122,357
|
| 15 Jan 2026, 16:09:49 UTC |
13F-HR |
White Wing Wealth Management |
2025 Q4
|
35
|
$167,514,312
|
| 15 Jan 2026, 16:09:23 UTC |
13F-HR |
Bricktown Capital, LLC |
2025 Q4
|
25
|
$594,033,414
|
| 15 Jan 2026, 16:02:23 UTC |
13F-HR |
My Personal CFO, LLC |
2025 Q4
|
93
|
$239,698,803
|
| 15 Jan 2026, 16:00:34 UTC |
13F-HR |
Westmount Partners, LLC |
2025 Q4
|
246
|
$398,882,448
|
| 15 Jan 2026, 15:59:03 UTC |
13F-HR |
Cannon Advisors, Inc. |
2025 Q4
|
83
|
$141,773,701
|
| 15 Jan 2026, 15:56:28 UTC |
13F-HR |
DB Fitzpatrick & Co, Inc |
2025 Q4
|
100
|
$112,506,860
|
| 15 Jan 2026, 15:54:46 UTC |
13F-HR |
NISA INVESTMENT ADVISORS, LLC |
2025 Q4
|
2,958
|
$30,293,748,544
|
| 15 Jan 2026, 15:52:47 UTC |
13F-HR |
Burns Matteson Capital Management, LLC |
2025 Q4
|
186
|
$218,988,376
|
| 15 Jan 2026, 15:51:42 UTC |
13F-HR |
Econ Financial Services Corp |
2025 Q4
|
74
|
$199,432,443
|
| 15 Jan 2026, 15:51:33 UTC |
13F-HR |
HIGHLINE WEALTH PARTNERS LLC |
2025 Q4
|
1,069
|
$355,479,793
|
| 15 Jan 2026, 15:49:41 UTC |
13F-HR |
Gunderson Capital Management Inc. |
2025 Q4
|
40
|
$221,884,859
|
| 15 Jan 2026, 15:49:21 UTC |
13F-HR |
ENZI WEALTH |
2025 Q4
|
71
|
$283,599,765
|
| 15 Jan 2026, 15:49:07 UTC |
13F-HR |
Dominguez Wealth Management Solutions, Inc. |
2025 Q4
|
67
|
$163,518,497
|
| 15 Jan 2026, 15:46:45 UTC |
13F-HR |
Monument Group Wealth Advisors, LLC |
2025 Q4
|
51
|
$183,453,839
|