| 26 Jan 2026, 16:13:10 UTC |
13F-HR |
Heritage Wealth Management, Inc. |
2025 Q4
|
258
|
$359,605,646
|
| 23 Jan 2026, 18:46:03 UTC |
13F-HR |
Sterling Wealth Advisors Inc |
2025 Q4
|
20
|
$165,681,442
|
| 02 Feb 2026, 14:12:27 UTC |
13F-HR |
Ironwood Wealth Management, LLC. |
2025 Q4
|
47
|
$340,128,739
|
| 26 Jan 2026, 15:45:18 UTC |
13F-HR |
GRAND WEALTH MANAGEMENT, LLC |
2025 Q4
|
84
|
$220,519,984
|
| 26 Jan 2026, 08:16:14 UTC |
13F-HR |
Financial Guidance Group, Inc. |
2025 Q4
|
89
|
$244,464,263
|
| 23 Jan 2026, 18:28:34 UTC |
13F-HR |
Lansing Street Advisors |
2025 Q4
|
138
|
$388,659,960
|
| 26 Jan 2026, 14:08:12 UTC |
13F-HR |
West Wealth Group, LLC |
2025 Q4
|
127
|
$482,003,732
|
| 26 Jan 2026, 09:25:34 UTC |
13F-HR |
WorthPointe, LLC |
2025 Q4
|
133
|
$380,626,088
|
| 26 Jan 2026, 15:28:11 UTC |
13F-HR |
LOWERY THOMAS, LLC |
2025 Q4
|
55
|
$176,966,666
|
| 02 Feb 2026, 16:00:18 UTC |
13F-HR |
Nicholas Hoffman & Company, LLC. |
2025 Q4
|
320
|
$4,312,727,325
|
| 23 Jan 2026, 18:47:23 UTC |
13F-HR |
Forbes Financial Planning, Inc. |
2025 Q4
|
36
|
$170,042,793
|
| 26 Jan 2026, 15:46:50 UTC |
13F-HR |
Marion Wealth Management |
2025 Q4
|
144
|
$449,988,679
|
| 26 Jan 2026, 08:49:11 UTC |
13F-HR |
PURSUE WEALTH PARTNERS LLC |
2025 Q4
|
104
|
$205,775,000
|
| 23 Jan 2026, 18:37:03 UTC |
13F-HR |
Intelligent Financial Strategies |
2025 Q4
|
72
|
$207,943,597
|
| 26 Jan 2026, 17:02:31 UTC |
13F-HR |
Zullo Investment Group, Inc. |
2025 Q4
|
154
|
$273,373,332
|
| 02 Feb 2026, 09:57:48 UTC |
13F-HR |
SevenBridge Financial Group, LLC |
2025 Q4
|
208
|
$621,893,431
|
| 06 Feb 2026, 08:14:10 UTC |
13F-HR |
GSA CAPITAL PARTNERS LLP |
2025 Q4
|
1,617
|
$1,160,812,000
|
| 26 Jan 2026, 07:56:51 UTC |
13F-HR |
PayPay Securities Corp |
2025 Q4
|
275
|
$3,408,298
|
| 26 Jan 2026, 17:14:25 UTC |
13F-HR |
Phraction Management LLC |
2025 Q4
|
66
|
$372,233,747
|
| 26 Jan 2026, 08:55:49 UTC |
13F-HR |
WEALTH EFFECTS LLC |
2025 Q4
|
217
|
$319,308,943
|
| 26 Jan 2026, 11:36:42 UTC |
13F-HR |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2025 Q4
|
33
|
$168,248,486
|
| 26 Jan 2026, 09:13:50 UTC |
13F-HR |
Consilium Wealth Advisory, LLC |
2025 Q4
|
94
|
$271,017,154
|
| 26 Jan 2026, 16:48:17 UTC |
13F-HR |
Legacy CG, LLC |
2025 Q4
|
46
|
$357,244,152
|
| 26 Jan 2026, 10:47:39 UTC |
13F-HR |
DBK Financial Counsel, LLC |
2025 Q4
|
59
|
$130,221,348
|
| 30 Jan 2026, 17:40:21 UTC |
13F-HR |
Stuart Chaussee & Associates, Inc. |
2025 Q4
|
0
|
$0
|
| 26 Jan 2026, 16:15:27 UTC |
13F-HR |
Martin Capital Advisors, LLP |
2025 Q4
|
72
|
$170,547,520
|
| 26 Jan 2026, 15:06:47 UTC |
13F-HR |
SHELTON WEALTH MANAGEMENT, LLC |
2025 Q4
|
133
|
$229,260,213
|
| 02 Feb 2026, 12:50:21 UTC |
13F-HR |
AlphaStar Capital Management, LLC |
2025 Q4
|
246
|
$1,362,531,257
|
| 02 Feb 2026, 13:37:59 UTC |
13F-HR |
Amplify Investments, LLC |
2025 Q4
|
27
|
$4,163,207
|
| 02 Feb 2026, 17:04:50 UTC |
13F-HR |
Pinnacle Wealth Management Advisory Group, LLC |
2025 Q4
|
523
|
$1,452,783,009
|
| 02 Feb 2026, 11:51:17 UTC |
13F-HR |
Verger Capital Management LLC |
2025 Q4
|
14
|
$337,757,532
|
| 02 Feb 2026, 10:25:12 UTC |
13F-HR |
Gibraltar Capital Management, Inc. |
2025 Q4
|
115
|
$588,031,916
|
| 23 Jan 2026, 18:32:05 UTC |
13F-HR |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2025 Q4
|
56
|
$171,110,945
|
| 26 Jan 2026, 17:20:18 UTC |
13F-HR |
Tanager Wealth Management LLP |
2025 Q4
|
137
|
$1,001,580,278
|
| 02 Feb 2026, 13:54:12 UTC |
13F-HR |
Elite Wealth Management, Inc. |
2025 Q4
|
53
|
$367,280,477
|
| 26 Jan 2026, 14:09:29 UTC |
13F-HR |
Independent Wealth Network Inc. |
2025 Q4
|
287
|
$327,392,877
|
| 02 Feb 2026, 10:33:09 UTC |
13F-HR |
Del-Sette Capital Management, LLC |
2025 Q4
|
54
|
$162,064,987
|
| 26 Jan 2026, 08:28:39 UTC |
13F-HR |
Border to Coast Pensions Partnership Ltd |
2025 Q4
|
84
|
$5,740,806,000
|
| 26 Jan 2026, 07:58:23 UTC |
13F-HR |
XY Planning Network, Inc. |
2025 Q4
|
248
|
$573,799,381
|
| 26 Jan 2026, 12:31:32 UTC |
13F-HR |
Level Financial Advisors |
2025 Q4
|
95
|
$378,244,912
|
| 23 Jan 2026, 17:35:17 UTC |
13F-HR |
Elevation Capital Advisory, LLC |
2025 Q4
|
64
|
$244,803,369
|
| 02 Feb 2026, 15:59:26 UTC |
13F-HR |
PKS Advisory Services, LLC |
2025 Q4
|
255
|
$434,584,172
|
| 26 Jan 2026, 17:17:22 UTC |
13F-HR |
Keystone Wealth Services, LLC |
2025 Q4
|
249
|
$464,650,304
|
| 02 Feb 2026, 15:10:16 UTC |
13F-HR |
Bellecapital International Ltd. |
2025 Q4
|
129
|
$563,363,803
|
| 26 Jan 2026, 15:29:41 UTC |
13F-HR |
Capitol Family Office, Inc. |
2025 Q4
|
48
|
$84,688,660
|
| 02 Feb 2026, 14:16:58 UTC |
13F-HR |
Advisors Preferred, LLC |
2025 Q4
|
226
|
$611,447,179
|
| 23 Jan 2026, 19:36:21 UTC |
13F-HR |
Invariant Investment Management |
2025 Q4
|
71
|
$156,238,014
|
| 02 Feb 2026, 12:59:46 UTC |
13F-HR |
Pettee Investors, Inc. |
2025 Q4
|
111
|
$178,315,987
|
| 26 Jan 2026, 09:57:36 UTC |
13F-HR |
CHILDRESS CAPITAL ADVISORS, LLC |
2025 Q4
|
404
|
$622,726,201
|
| 26 Jan 2026, 15:35:50 UTC |
13F-HR |
Draper Asset Management, LLC |
2025 Q4
|
19
|
$189,957,982
|
| 23 Jan 2026, 18:38:11 UTC |
13F-HR |
San Luis Wealth Advisors LLC |
2025 Q4
|
177
|
$597,098,508
|
| 23 Jan 2026, 17:49:22 UTC |
13F-HR |
Opal Wealth Advisors, LLC |
2025 Q4
|
206
|
$383,505,550
|
| 26 Jan 2026, 11:48:32 UTC |
13F-HR |
B&I Capital AG |
2025 Q4
|
25
|
$281,200,856
|
| 02 Feb 2026, 11:55:31 UTC |
13F-HR |
Balentine LLC |
2025 Q4
|
224
|
$2,636,363,778
|
| 26 Jan 2026, 15:39:48 UTC |
13F-HR |
Sightline Wealth Advisors, LLC |
2025 Q4
|
99
|
$234,646,361
|
| 23 Jan 2026, 18:20:12 UTC |
13F-HR |
Prairiewood Capital, LLC |
2025 Q4
|
75
|
$322,085,487
|
| 02 Feb 2026, 09:36:58 UTC |
13F-HR |
Composition Wealth, LLC |
2025 Q4
|
859
|
$6,966,030,489
|
| 02 Feb 2026, 17:18:32 UTC |
13F-HR |
TCI Wealth Advisors, Inc. |
2025 Q4
|
252
|
$1,814,119,358
|
| 02 Feb 2026, 09:31:10 UTC |
13F-HR |
Addison Capital Co |
2025 Q4
|
142
|
$400,357,625
|
| 23 Jan 2026, 18:43:28 UTC |
13F-HR |
Client First Capital LLC |
2025 Q4
|
25
|
$234,057,535
|
| 26 Jan 2026, 14:23:03 UTC |
13F-HR |
Zeit Capital LLC |
2025 Q4
|
27
|
$148,153,476
|
| 26 Jan 2026, 09:07:55 UTC |
13F-HR |
Hixon Zuercher, LLC |
2025 Q4
|
88
|
$329,846,913
|
| 02 Feb 2026, 15:45:11 UTC |
13F-HR |
Chicago Capital Management, LLC |
2025 Q4
|
43
|
$141,143,391
|
| 26 Jan 2026, 16:54:41 UTC |
13F-HR |
Pacific Capital Wealth Advisors, Inc. |
2025 Q4
|
79
|
$583,530,668
|
| 02 Feb 2026, 10:49:30 UTC |
13F-HR |
LVZ, Inc. |
2025 Q4
|
169
|
$894,498,268
|
| 26 Jan 2026, 11:33:03 UTC |
13F-HR |
Parcion Private Wealth LLC |
2025 Q4
|
423
|
$1,619,903,771
|
| 23 Jan 2026, 18:38:17 UTC |
13F-HR |
Single Point Partners, LLC |
2025 Q4
|
87
|
$504,189,234
|
| 26 Jan 2026, 15:40:36 UTC |
13F-HR |
Lionsbridge Wealth Management LLC |
2025 Q4
|
56
|
$98,849,108
|
| 02 Feb 2026, 14:25:43 UTC |
13F-HR |
Pachira Investments Inc. |
2025 Q4
|
72
|
$205,471,090
|
| 23 Jan 2026, 18:35:46 UTC |
13F-HR |
BCS Wealth Management |
2025 Q4
|
352
|
$990,158,574
|
| 02 Feb 2026, 09:24:53 UTC |
13F-HR |
Horizon Investments, LLC |
2025 Q4
|
1,291
|
$7,893,466,438
|
| 26 Jan 2026, 14:58:04 UTC |
13F-HR |
Xcel Wealth Management, LLC |
2025 Q4
|
143
|
$390,443,811
|
| 02 Feb 2026, 14:00:34 UTC |
13F-HR |
Estate Counselors, LLC |
2025 Q4
|
90
|
$1,194,333,472
|
| 30 Jan 2026, 19:24:44 UTC |
13F-HR |
SNS Financial Group, LLC |
2025 Q4
|
203
|
$1,161,014,466
|
| 30 Jan 2026, 18:38:15 UTC |
13F-HR |
Broussard Financial Group LLC |
2025 Q4
|
34
|
$123,339,508
|
| 26 Jan 2026, 10:44:22 UTC |
13F-HR |
Jacobsen Capital Management |
2025 Q4
|
121
|
$306,147,942
|
| 02 Feb 2026, 17:23:55 UTC |
13F-HR |
Ascent Wealth Partners, LLC |
2025 Q4
|
183
|
$868,996,122
|
| 23 Jan 2026, 18:41:00 UTC |
13F-HR |
RBA Wealth Management, LLC |
2025 Q4
|
94
|
$295,140,109
|
| 26 Jan 2026, 10:55:46 UTC |
13F-HR |
Cornerstone Wealth Group, LLC |
2025 Q4
|
389
|
$1,462,231,834
|
| 02 Feb 2026, 10:39:17 UTC |
13F-HR |
Artemis Investment Management LLP |
2025 Q4
|
184
|
$8,277,358,360
|
| 02 Feb 2026, 15:05:36 UTC |
13F-HR |
Peregrine Asset Advisers, Inc. |
2025 Q4
|
175
|
$354,237,887
|
| 26 Jan 2026, 09:24:35 UTC |
13F-HR |
CMC Financial Group |
2025 Q4
|
34
|
$56,037,254
|
| 23 Jan 2026, 18:40:37 UTC |
13F-HR |
Foster Victor Wealth Advisors, LLC |
2025 Q4
|
231
|
$1,716,041,391
|
| 02 Feb 2026, 09:14:19 UTC |
13F-HR |
CapWealth Advisors, LLC |
2025 Q4
|
120
|
$1,471,178,642
|
| 23 Jan 2026, 18:34:34 UTC |
13F-HR |
Brendel Financial Advisors LLC |
2025 Q4
|
100
|
$203,353,977
|
| 26 Jan 2026, 15:18:08 UTC |
13F-HR |
Ferguson Shapiro LLC |
2025 Q4
|
81
|
$324,967,800
|
| 23 Jan 2026, 18:39:21 UTC |
13F-HR |
Abundance Wealth Counselors |
2025 Q4
|
163
|
$592,260,277
|
| 23 Jan 2026, 18:36:28 UTC |
13F-HR |
Grandview Asset Management LLC |
2025 Q4
|
139
|
$364,586,877
|
| 26 Jan 2026, 15:26:41 UTC |
13F-HR |
Trivium Point Advisory, LLC |
2025 Q4
|
339
|
$993,580,366
|
| 23 Jan 2026, 18:36:08 UTC |
13F-HR |
Bernardo Wealth Planning LLC |
2025 Q4
|
127
|
$524,754,437
|
| 02 Feb 2026, 16:42:45 UTC |
13F-HR |
Van Berkom & Associates Inc. |
2025 Q4
|
68
|
$3,468,318,000
|
| 26 Jan 2026, 15:35:10 UTC |
13F-HR |
CM WEALTH ADVISORS LLC |
2025 Q4
|
138
|
$442,561,279
|
| 02 Feb 2026, 11:37:28 UTC |
13F-HR/A |
Glencore plc |
2025 Q4 - Restatement
|
2
|
$4,333,080,658
|
| 26 Jan 2026, 13:50:51 UTC |
13F-HR |
Sellwood Investment Partners LLC |
2025 Q4
|
59
|
$256,091,112
|
| 26 Jan 2026, 12:59:51 UTC |
13F-HR |
MBM WEALTH CONSULTANTS, LLC |
2025 Q4
|
110
|
$420,546,649
|
| 26 Jan 2026, 12:25:18 UTC |
13F-HR |
Great Point Wealth Advisors, LLC |
2025 Q4
|
64
|
$547,883,127
|
| 26 Jan 2026, 15:36:46 UTC |
13F-HR |
Oxinas Partners, LLC |
2025 Q4
|
132
|
$207,807,523
|
| 23 Jan 2026, 18:31:25 UTC |
13F-HR |
McGuire Investment Group, LLC |
2025 Q4
|
121
|
$935,771,460
|
| 02 Feb 2026, 17:21:33 UTC |
13F-HR |
VISTA CAPITAL PARTNERS, INC. |
2025 Q4
|
152
|
$1,010,377,527
|
| 30 Jan 2026, 18:23:10 UTC |
13F-HR |
Verus Financial Partners, Inc. |
2025 Q4
|
115
|
$1,086,950,678
|