| 28 Jan 2026, 16:27:37 UTC |
13F-HR |
MEMBERS WEALTH LLC |
2025 Q4
|
106
|
$159,676,795
|
| 28 Jan 2026, 07:24:58 UTC |
13F-HR |
Beteiligungs- und Servicegesellschaft mbH Universal |
2025 Q4
|
2,043
|
$61,599,152,023
|
| 28 Jan 2026, 10:09:31 UTC |
13F-HR |
Headland Capital, LLC |
2025 Q4
|
68
|
$359,261,384
|
| 28 Jan 2026, 16:17:10 UTC |
13F-HR |
AGP FRANKLIN, LLC |
2025 Q4
|
88
|
$213,245,702
|
| 28 Jan 2026, 07:36:52 UTC |
13F-HR |
Davidson Kahn Capital Management, LLC |
2025 Q4
|
59
|
$192,415,673
|
| 28 Jan 2026, 17:07:37 UTC |
13F-HR |
First Financial Group Corp |
2025 Q4
|
73
|
$117,521,777
|
| 28 Jan 2026, 08:46:21 UTC |
13F-HR |
Pacific Asset Management, LLC |
2025 Q4
|
70
|
$166,560,528
|
| 28 Jan 2026, 14:01:30 UTC |
13F-HR |
Palacios Wealth Management, LLC |
2025 Q4
|
68
|
$130,619,873
|
| 28 Jan 2026, 10:45:00 UTC |
13F-HR |
Serenus Wealth Advisors, LLC |
2025 Q4
|
74
|
$511,010,304
|
| 28 Jan 2026, 08:33:15 UTC |
13F-HR |
FORM Wealth Advisors, LLC |
2025 Q4
|
59
|
$854,202,950
|
| 28 Jan 2026, 12:53:43 UTC |
13F-HR |
May Barnhard Investments LLC |
2025 Q4
|
84
|
$211,618,136
|
| 28 Jan 2026, 15:21:06 UTC |
13F-HR |
Peapod Lane Capital LLC |
2025 Q4
|
59
|
$117,534,289
|
| 28 Jan 2026, 13:39:12 UTC |
13F-HR |
Manuka Financial, LLC |
2025 Q4
|
57
|
$161,075,617
|
| 28 Jan 2026, 13:02:16 UTC |
13F-HR |
Wealth Management Nebraska |
2025 Q4
|
91
|
$771,720,761
|
| 28 Jan 2026, 12:42:24 UTC |
13F-HR |
Wingate Wealth Advisors, Inc. |
2025 Q4
|
117
|
$179,226,183
|
| 28 Jan 2026, 16:54:10 UTC |
13F-HR |
Diversified Enterprises, LLC |
2025 Q4
|
394
|
$1,681,198,940
|
| 28 Jan 2026, 16:50:15 UTC |
13F-HR |
Kerusso Capital Management LLC |
2025 Q4
|
53
|
$216,350,908
|
| 28 Jan 2026, 12:12:12 UTC |
13F-HR |
Rockingstone Advisors LLC |
2025 Q4
|
112
|
$219,489,200
|
| 28 Jan 2026, 09:36:05 UTC |
13F-HR |
GENTRY PRIVATE WEALTH, LLC |
2025 Q4
|
96
|
$158,704,824
|
| 28 Jan 2026, 16:23:15 UTC |
13F-HR |
Mowery & Schoenfeld Wealth Management, LLC |
2025 Q4
|
475
|
$68,985,022
|
| 28 Jan 2026, 13:50:29 UTC |
13F-HR |
Fairway Wealth LLC |
2025 Q4
|
236
|
$304,424,644
|
| 28 Jan 2026, 09:31:28 UTC |
13F-HR |
Emprise Bank |
2025 Q4
|
107
|
$240,606,030
|
| 28 Jan 2026, 09:13:31 UTC |
13F-HR |
Hobbs Group Advisors, LLC |
2025 Q4
|
164
|
$331,403,458
|
| 28 Jan 2026, 10:04:46 UTC |
13F-HR |
PROATHLETE WEALTH MANAGEMENT LLC |
2025 Q4
|
310
|
$366,710,378
|
| 28 Jan 2026, 08:35:25 UTC |
13F-HR |
Trademark Financial Management, LLC |
2025 Q4
|
95
|
$181,738,225
|
| 27 Jan 2026, 19:13:07 UTC |
13F-HR |
Edge Financial Advisors LLC |
2025 Q4
|
150
|
$227,172,884
|
| 28 Jan 2026, 14:47:34 UTC |
13F-HR |
Evergreen Private Wealth LLC |
2025 Q4
|
91
|
$253,699,298
|
| 28 Jan 2026, 15:19:19 UTC |
13F-HR |
Turtle Creek Wealth Advisors, LLC |
2025 Q4
|
385
|
$1,270,132,386
|
| 28 Jan 2026, 16:23:43 UTC |
13F-HR |
Gold Investment Management Ltd. |
2025 Q4
|
204
|
$313,273,825
|
| 28 Jan 2026, 15:10:35 UTC |
13F-HR |
Financial Symmetry Inc |
2025 Q4
|
60
|
$245,203,747
|
| 28 Jan 2026, 10:34:33 UTC |
13F-HR |
Harbour Trust & Investment Management Co |
2025 Q4
|
154
|
$980,319,705
|
| 28 Jan 2026, 12:10:35 UTC |
13F-HR |
Financial Perspectives, Inc |
2025 Q4
|
714
|
$371,183,572
|
| 27 Jan 2026, 21:20:17 UTC |
13F-HR |
WIT Partners Advisory Pte. Ltd. |
2025 Q4
|
16
|
$288,924,410
|
| 28 Jan 2026, 11:18:12 UTC |
13F-HR |
KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q4
|
868
|
$2,069,300,319
|
| 28 Jan 2026, 17:06:52 UTC |
13F-HR |
CORNERSTONE ENTERPRISES, LLC |
2025 Q4
|
36
|
$209,015,853
|
| 28 Jan 2026, 16:58:05 UTC |
13F-HR |
FISCHER INVESTMENT STRATEGIES, LLC |
2025 Q4
|
51
|
$171,612,585
|
| 28 Jan 2026, 13:16:49 UTC |
13F-HR |
Legacy Capital Group California, Inc. |
2025 Q4
|
336
|
$412,707,976
|
| 28 Jan 2026, 16:34:52 UTC |
13F-HR |
Aspen Wealth Strategies, LLC |
2025 Q4
|
83
|
$182,750,472
|
| 28 Jan 2026, 08:26:19 UTC |
13F-HR |
Delta Wealth Advisors LLC |
2025 Q4
|
47
|
$119,449,158
|
| 28 Jan 2026, 06:31:39 UTC |
13F-HR |
Walker Financial Services, Inc. |
2025 Q4
|
41
|
$275,974,847
|
| 28 Jan 2026, 12:05:21 UTC |
13F-HR |
Core Wealth Management, Inc. |
2025 Q4
|
41
|
$321,057,347
|
| 28 Jan 2026, 11:28:39 UTC |
13F-HR |
Team Hewins, LLC |
2025 Q4
|
40
|
$310,346,919
|
| 28 Jan 2026, 14:49:33 UTC |
13F-HR |
MILESTONE ASSET MANAGEMENT, LLC |
2025 Q4
|
212
|
$530,133,958
|
| 28 Jan 2026, 16:30:57 UTC |
13F-HR |
CORA CAPITAL ADVISORS LLC |
2025 Q4
|
135
|
$256,732,519
|
| 28 Jan 2026, 14:10:26 UTC |
13F-HR |
Schear Investment Advisers, LLC |
2025 Q4
|
75
|
$232,355,330
|
| 28 Jan 2026, 16:43:51 UTC |
13F-HR |
SP Asset Management LLC |
2025 Q4
|
137
|
$1,264,938,260
|
| 28 Jan 2026, 16:52:15 UTC |
13F-HR |
EnRich Financial Partners LLC |
2025 Q4
|
63
|
$366,851,397
|
| 28 Jan 2026, 10:49:02 UTC |
13F-HR |
FWG Investments, LLC. |
2025 Q4
|
111
|
$156,980,474
|
| 28 Jan 2026, 15:15:15 UTC |
13F-HR |
PhiloSmith Capital Corp |
2025 Q4
|
23
|
$363,591,668
|
| 28 Jan 2026, 11:22:29 UTC |
13F-HR |
Investmark Advisory Group LLC |
2025 Q4
|
135
|
$234,778,643
|
| 28 Jan 2026, 16:28:56 UTC |
13F-HR |
LIBRA WEALTH LLC |
2025 Q4
|
67
|
$357,445,974
|
| 28 Jan 2026, 08:30:54 UTC |
13F-HR |
APS Management Group, Inc. |
2025 Q4
|
77
|
$116,820,132
|
| 28 Jan 2026, 08:24:18 UTC |
13F-HR |
Key Client Fiduciary Advisors, LLC |
2025 Q4
|
206
|
$288,801,389
|
| 28 Jan 2026, 14:18:53 UTC |
13F-HR |
Mystic Asset Management, Inc. |
2025 Q4
|
219
|
$441,267,248
|
| 28 Jan 2026, 06:13:46 UTC |
13F-HR |
BSN Capital Partners Ltd |
2025 Q4
|
16
|
$1,193,629,321
|
| 28 Jan 2026, 13:39:47 UTC |
13F-HR |
O'ROURKE & COMPANY, Inc |
2025 Q4
|
168
|
$257,110,214
|
| 28 Jan 2026, 11:53:20 UTC |
13F-HR |
HB Wealth Management, LLC |
2025 Q4
|
1,385
|
$15,420,433,283
|
| 28 Jan 2026, 13:34:36 UTC |
13F-HR |
Trail Ridge Investment Advisors, LLC |
2025 Q4
|
103
|
$232,535,264
|
| 27 Jan 2026, 17:47:41 UTC |
13F-HR |
City State Bank |
2025 Q4
|
767
|
$365,113,078
|
| 28 Jan 2026, 11:58:24 UTC |
13F-HR |
Confluence Wealth Services, Inc. |
2025 Q4
|
371
|
$2,413,862,828
|
| 28 Jan 2026, 10:51:40 UTC |
13F-HR |
WEST MICHIGAN ADVISORS, LLC |
2025 Q4
|
271
|
$435,589,105
|
| 28 Jan 2026, 12:23:18 UTC |
13F-HR |
Morton Brown Family Wealth, LLC |
2025 Q4
|
294
|
$367,251,855
|
| 28 Jan 2026, 17:18:02 UTC |
13F-HR |
New Perspectives, Inc |
2025 Q4
|
42
|
$288,383,781
|
| 28 Jan 2026, 08:39:54 UTC |
13F-HR |
SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q4
|
84
|
$216,750,121
|
| 28 Jan 2026, 08:17:06 UTC |
13F-HR |
WMG Financial Advisors, LLC |
2025 Q4
|
113
|
$242,754,773
|
| 28 Jan 2026, 15:49:34 UTC |
13F-HR |
Badgley Phelps Wealth Managers, LLC |
2025 Q4
|
327
|
$5,459,949,337
|
| 27 Jan 2026, 19:40:46 UTC |
13F-HR |
Carmel Capital Management L.L.C. |
2025 Q4
|
23
|
$330,022,832
|
| 28 Jan 2026, 15:16:32 UTC |
13F-HR |
Laurus Global Equity Management Inc. |
2025 Q4
|
44
|
$122,813,555
|
| 28 Jan 2026, 17:28:06 UTC |
13F-HR |
Dentgroup LLC |
2025 Q4
|
93
|
$145,621,916
|
| 28 Jan 2026, 08:45:12 UTC |
13F-HR |
Clarity Financial LLC |
2025 Q4
|
116
|
$1,081,294,458
|
| 28 Jan 2026, 16:33:57 UTC |
13F-HR |
Spectrum Investment Advisors, Inc. |
2025 Q4
|
51
|
$199,543,612
|
| 28 Jan 2026, 12:01:51 UTC |
13F-HR |
Applied Fundamental Research, LLC |
2025 Q4
|
10
|
$100,684,387
|
| 28 Jan 2026, 13:20:11 UTC |
13F-HR |
B. Metzler seel. Sohn & Co. AG |
2025 Q4
|
721
|
$11,464,973,921
|
| 28 Jan 2026, 17:25:23 UTC |
13F-HR |
OUTFITTERS FINANCIAL LLC |
2025 Q4
|
78
|
$127,114,678
|
| 28 Jan 2026, 15:01:00 UTC |
13F-HR |
Boyd Wealth Management, LLC |
2025 Q4
|
48
|
$235,840,902
|
| 28 Jan 2026, 08:44:08 UTC |
13F-HR |
BCK Partners, Inc. |
2025 Q4
|
27
|
$185,037,542
|
| 28 Jan 2026, 15:47:20 UTC |
13F-HR |
Lebenthal Global Advisors, LLC |
2025 Q4
|
180
|
$647,902,258
|
| 28 Jan 2026, 08:37:47 UTC |
13F-HR |
Crown Wealth Group, LLC |
2025 Q4
|
143
|
$357,916,469
|
| 28 Jan 2026, 15:26:34 UTC |
13F-HR |
SAGE PRIVATE WEALTH GROUP, LLC |
2025 Q4
|
90
|
$185,995,679
|
| 28 Jan 2026, 10:06:32 UTC |
13F-HR |
Accretive Wealth Partners, LLC |
2025 Q4
|
153
|
$336,971,656
|
| 27 Jan 2026, 18:07:24 UTC |
13F-HR |
Hudson Value Partners, LLC |
2025 Q4
|
108
|
$335,180,789
|
| 28 Jan 2026, 12:28:04 UTC |
13F-HR |
Southern Farm Bureau Life Insurance |
2025 Q4
|
16
|
$968,395,000
|
| 27 Jan 2026, 17:39:55 UTC |
13F-HR |
Planned Solutions, Inc. |
2025 Q4
|
138
|
$309,284,331
|
| 28 Jan 2026, 14:20:09 UTC |
13F-HR |
Retirement Planning Co of New England, Inc. |
2025 Q4
|
245
|
$249,289,115
|
| 28 Jan 2026, 13:26:06 UTC |
13F-HR |
Davis Capital Management |
2025 Q4
|
602
|
$145,295,865
|
| 28 Jan 2026, 11:43:56 UTC |
13F-HR |
Davidson Capital Management Inc. |
2025 Q4
|
117
|
$462,002,743
|
| 28 Jan 2026, 13:30:17 UTC |
13F-HR |
waypoint wealth counsel |
2025 Q4
|
284
|
$272,563,623
|
| 28 Jan 2026, 06:58:30 UTC |
13F-HR/A |
TABR Capital Management, LLC |
2025 Q4 - Restatement
|
51
|
$149,874,555
|
| 28 Jan 2026, 08:21:18 UTC |
13F-HR |
CPC Advisors, LLC |
2025 Q4
|
207
|
$990,431,656
|
| 28 Jan 2026, 16:12:51 UTC |
13F-HR |
Quent Long Short Global Small Cap Fund, LP |
2025 Q4
|
298
|
$1,234,232,894
|
| 28 Jan 2026, 16:11:44 UTC |
13F-HR |
N.E.W. Advisory Services LLC |
2025 Q4
|
892
|
$1,352,141,236
|
| 28 Jan 2026, 11:54:41 UTC |
13F-HR |
EPG Wealth Management LLC |
2025 Q4
|
319
|
$371,513,557
|
| 28 Jan 2026, 15:46:17 UTC |
13F-HR |
ABSHER WEALTH MANAGEMENT, LLC |
2025 Q4
|
73
|
$843,020,959
|
| 28 Jan 2026, 13:41:35 UTC |
13F-HR |
Ayrshire Capital Management LLC |
2025 Q4
|
49
|
$217,866,050
|
| 28 Jan 2026, 16:09:36 UTC |
13F-HR |
LifeSteps Financial, Inc. |
2025 Q4
|
90
|
$156,251,995
|
| 28 Jan 2026, 10:31:06 UTC |
13F-HR |
Meadow Creek Wealth Advisors LLC |
2025 Q4
|
138
|
$156,411,120
|
| 28 Jan 2026, 16:33:26 UTC |
13F-HR |
Briaud Financial Planning, Inc |
2025 Q4
|
37
|
$405,875,085
|
| 28 Jan 2026, 15:46:32 UTC |
13F-HR |
Provident Wealth Management, LLC |
2025 Q4
|
138
|
$337,606,785
|
| 28 Jan 2026, 12:53:35 UTC |
13F-HR |
HOEY INVESTMENTS, INC |
2025 Q4
|
414
|
$736,732,743
|
| 28 Jan 2026, 10:15:40 UTC |
13F-HR |
Kapitalo Investimentos Ltda |
2025 Q4
|
35
|
$522,363,323
|