| 22 Jan 2026, 06:38:46 UTC |
13F-HR |
CCLA Investment Management |
2025 Q4
|
55
|
$6,233,629,000
|
| 21 Jan 2026, 21:50:08 UTC |
13F-HR |
HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q4
|
321
|
$183,373,966
|
| 21 Jan 2026, 21:42:28 UTC |
13F-HR |
Bear Mountain Capital, Inc. |
2025 Q4
|
199
|
$309,789,133
|
| 21 Jan 2026, 20:43:14 UTC |
13F-HR |
Echo Wealth Management, LLC |
2025 Q4
|
46
|
$171,272,885
|
| 21 Jan 2026, 20:01:50 UTC |
13F-HR |
CAPSTONE CAPITAL LLC |
2025 Q4
|
20
|
$153,910,978
|
| 21 Jan 2026, 19:50:00 UTC |
13F-HR |
Darwin Wealth Management, LLC |
2025 Q4
|
652
|
$321,870,235
|
| 21 Jan 2026, 19:33:14 UTC |
13F-HR |
Lesa Sroufe & Co |
2025 Q4
|
68
|
$134,321,000
|
| 21 Jan 2026, 19:29:22 UTC |
13F-HR |
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2025 Q4
|
102
|
$122,463,864
|
| 21 Jan 2026, 18:43:48 UTC |
13F-HR |
Newman Dignan & Sheerar, Inc. |
2025 Q4
|
188
|
$479,850,941
|
| 21 Jan 2026, 18:35:15 UTC |
13F-HR |
Comprehensive Money Management Services LLC |
2025 Q4
|
190
|
$145,028,619
|
| 21 Jan 2026, 18:33:53 UTC |
13F-HR |
FINANCIAL CONSULATE, INC |
2025 Q4
|
1,337
|
$731,401,409
|
| 21 Jan 2026, 18:28:17 UTC |
13F-HR |
FMB WEALTH MANAGEMENT |
2025 Q4
|
91
|
$253,432,310
|
| 21 Jan 2026, 18:25:49 UTC |
13F-HR |
Addenda Capital Inc. |
2025 Q4
|
125
|
$3,407,787,876
|
| 21 Jan 2026, 18:22:50 UTC |
13F-HR |
Demars Financial Group, LLC |
2025 Q4
|
89
|
$298,802,080
|
| 21 Jan 2026, 18:21:34 UTC |
13F-HR |
WETZEL INVESTMENT ADVISORS, INC. |
2025 Q4
|
132
|
$246,940,868
|
| 21 Jan 2026, 18:14:21 UTC |
13F-HR |
EVERMAY WEALTH MANAGEMENT LLC |
2025 Q4
|
570
|
$891,161,332
|
| 21 Jan 2026, 17:53:12 UTC |
13F-HR |
Altus Wealth Management, LLC |
2025 Q4
|
30
|
$231,955,505
|
| 21 Jan 2026, 17:50:16 UTC |
13F-HR |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q4
|
209
|
$6,615,911,095
|
| 21 Jan 2026, 17:37:44 UTC |
13F-HR |
Weaver Capital Management LLC |
2025 Q4
|
181
|
$472,799,596
|
| 21 Jan 2026, 17:30:16 UTC |
13F-HR |
Prime Capital Investment Advisors, LLC |
2025 Q4
|
1,004
|
$8,209,826,843
|
| 21 Jan 2026, 17:25:02 UTC |
13F-HR |
McNamara Financial Services, Inc. |
2025 Q4
|
101
|
$527,211,868
|
| 21 Jan 2026, 17:21:41 UTC |
13F-HR |
Compass Advisory Group LLC |
2025 Q4
|
84
|
$370,124,681
|
| 21 Jan 2026, 17:20:12 UTC |
13F-HR |
Ergawealth Advisors, Inc. |
2025 Q4
|
54
|
$217,332,132
|
| 21 Jan 2026, 17:19:47 UTC |
13F-HR |
TRUEFG, LLC |
2025 Q4
|
69
|
$372,683,363
|
| 21 Jan 2026, 17:19:00 UTC |
13F-HR |
Baker Ellis Asset Management LLC |
2025 Q4
|
260
|
$830,969,238
|
| 21 Jan 2026, 17:18:39 UTC |
13F-HR |
SUTTON PLACE INVESTORS LLC |
2025 Q4
|
130
|
$182,141,494
|
| 21 Jan 2026, 17:17:10 UTC |
13F-HR |
Westfuller Advisors, LLC |
2025 Q4
|
761
|
$247,259,353
|
| 21 Jan 2026, 17:16:55 UTC |
13F-HR |
Greenhouse Wealth Management, LLC |
2025 Q4
|
60
|
$169,075,190
|
| 21 Jan 2026, 17:04:41 UTC |
13F-HR |
JACKSON SQUARE CAPITAL, LLC |
2025 Q4
|
152
|
$505,474,710
|
| 21 Jan 2026, 17:02:03 UTC |
13F-HR |
WEST PACES ADVISORS INC. |
2025 Q4
|
200
|
$516,999,876
|
| 21 Jan 2026, 16:59:47 UTC |
13F-HR |
FRANKLIN STREET ADVISORS INC /NC |
2025 Q4
|
168
|
$1,752,448,105
|
| 21 Jan 2026, 16:58:55 UTC |
13F-HR |
Ledyard National Bank |
2025 Q4
|
240
|
$1,160,745,456
|
| 21 Jan 2026, 16:53:39 UTC |
13F-HR |
Capital Investment Advisory Services, LLC |
2025 Q4
|
1,163
|
$1,414,382,226
|
| 21 Jan 2026, 16:52:43 UTC |
13F-HR |
Provident Living Financial Services, Inc. |
2025 Q4
|
51
|
$101,464,201
|
| 21 Jan 2026, 16:48:26 UTC |
13F-HR |
Hartford Financial Management Inc. |
2025 Q4
|
338
|
$384,883,828
|
| 21 Jan 2026, 16:46:51 UTC |
13F-HR |
McElhenny Sheffield Capital Management, LLC |
2025 Q4
|
100
|
$410,929,077
|
| 21 Jan 2026, 16:39:20 UTC |
13F-HR |
Canton Hathaway, LLC |
2025 Q4
|
279
|
$518,603,050
|
| 21 Jan 2026, 16:30:54 UTC |
13F-HR |
Mainstream Capital Management LLC |
2025 Q4
|
88
|
$152,755,572
|
| 21 Jan 2026, 16:28:51 UTC |
13F-HR |
Runnymede Capital Advisors, Inc. |
2025 Q4
|
74
|
$173,640,034
|
| 21 Jan 2026, 16:28:16 UTC |
13F-HR |
Tandem Investment Partners LLC |
2025 Q4
|
70
|
$118,584,310
|
| 21 Jan 2026, 16:27:09 UTC |
13F-HR |
Stone House Investment Management, LLC |
2025 Q4
|
848
|
$644,189,611
|
| 21 Jan 2026, 16:25:20 UTC |
13F-HR |
ATMOS ADVISORY, LLC |
2025 Q4
|
21
|
$172,547,484
|
| 21 Jan 2026, 16:20:33 UTC |
13F-HR |
Financial Architects, LLC |
2025 Q4
|
30
|
$185,933,608
|
| 21 Jan 2026, 16:18:01 UTC |
13F-HR |
WOODMONT INVESTMENT COUNSEL LLC |
2025 Q4
|
261
|
$1,595,293,984
|
| 21 Jan 2026, 16:16:06 UTC |
13F-HR |
Paladin Advisory Group, LLC |
2025 Q4
|
245
|
$136,937,634
|
| 21 Jan 2026, 16:16:00 UTC |
13F-HR |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q4
|
176
|
$283,866,658
|
| 21 Jan 2026, 16:15:20 UTC |
13F-HR |
Oak Thistle LLC |
2025 Q4
|
481
|
$719,903,046
|
| 21 Jan 2026, 16:13:18 UTC |
13F-HR |
Center For Asset Management LLC |
2025 Q4
|
145
|
$191,240,095
|
| 21 Jan 2026, 15:56:42 UTC |
13F-HR |
AK GLOBAL ASSET MANAGEMENT, LLC |
2025 Q4
|
31
|
$114,379,624
|
| 21 Jan 2026, 15:55:48 UTC |
13F-HR |
Seascape Capital Management |
2025 Q4
|
91
|
$351,777,000
|
| 21 Jan 2026, 15:55:23 UTC |
13F-HR |
BIP Wealth, LLC |
2025 Q4
|
450
|
$2,833,200,876
|
| 21 Jan 2026, 15:50:17 UTC |
13F-HR |
FRG Family Wealth Advisors LLC |
2025 Q4
|
160
|
$644,093,598
|
| 21 Jan 2026, 15:46:36 UTC |
13F-HR |
YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1,875
|
$9,108,492,640
|
| 21 Jan 2026, 15:42:21 UTC |
13F-HR |
Towercrest Capital Management |
2025 Q4
|
98
|
$633,390,983
|
| 21 Jan 2026, 15:42:10 UTC |
13F-HR |
Affiance Financial, LLC |
2025 Q4
|
104
|
$621,269,248
|
| 21 Jan 2026, 15:41:48 UTC |
13F-HR |
Alliance Wealth Management Group |
2025 Q4
|
94
|
$455,075,716
|
| 21 Jan 2026, 15:38:12 UTC |
13F-HR |
Kawa Capital Management, Inc |
2025 Q4
|
4
|
$43,240,243
|
| 21 Jan 2026, 15:31:46 UTC |
13F-HR |
Sivik Global Healthcare LLC |
2025 Q4
|
41
|
$204,817,000
|
| 21 Jan 2026, 15:23:59 UTC |
13F-HR |
Ervin Investment Management, LLC |
2025 Q4
|
44
|
$105,885,686
|
| 21 Jan 2026, 15:23:32 UTC |
13F-HR |
PENNEY FINANCIAL, LLC |
2025 Q4
|
49
|
$259,141,372
|
| 21 Jan 2026, 15:16:07 UTC |
13F-HR |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2025 Q4
|
171
|
$339,980,288
|
| 21 Jan 2026, 15:10:36 UTC |
13F-HR |
GREENLEAF TRUST |
2025 Q4
|
816
|
$10,910,218,833
|
| 21 Jan 2026, 15:04:51 UTC |
13F-HR |
CULBERTSON A N & CO INC |
2025 Q4
|
128
|
$728,894,753
|
| 21 Jan 2026, 15:02:19 UTC |
13F-HR |
HRC WEALTH MANAGEMENT, LLC |
2025 Q4
|
56
|
$208,794,797
|
| 21 Jan 2026, 14:59:37 UTC |
13F-HR |
Wilkins Miller Wealth Management, LLC |
2025 Q4
|
92
|
$167,913,467
|
| 21 Jan 2026, 14:57:51 UTC |
13F-HR |
Kentucky Trust Co |
2025 Q4
|
304
|
$188,553,306
|
| 21 Jan 2026, 14:57:47 UTC |
13F-HR |
TSP Capital Management Group, LLC |
2025 Q4
|
45
|
$409,264,480
|
| 21 Jan 2026, 14:56:12 UTC |
13F-HR |
JERICHO FINANCIAL, LLP |
2025 Q4
|
40
|
$166,022,356
|
| 21 Jan 2026, 14:54:37 UTC |
13F-HR |
XR Securities LLC |
2025 Q4
|
0
|
$0
|
| 21 Jan 2026, 14:52:55 UTC |
13F-HR |
Asio Capital, LLC |
2025 Q4
|
111
|
$708,810,233
|
| 21 Jan 2026, 14:51:20 UTC |
13F-HR |
CRUX WEALTH ADVISORS |
2025 Q4
|
176
|
$268,762,072
|
| 21 Jan 2026, 14:47:30 UTC |
13F-HR |
William Howard & Co Financial Advisors Inc |
2025 Q4
|
57
|
$118,630,971
|
| 21 Jan 2026, 14:34:22 UTC |
13F-HR |
Pine Brook Road Advisors, L.P. |
2025 Q4
|
1
|
$141,098,154
|
| 21 Jan 2026, 14:32:23 UTC |
13F-HR |
Clayton Financial Group LLC |
2025 Q4
|
600
|
$196,117,504
|
| 21 Jan 2026, 14:27:23 UTC |
13F-HR |
MASTER'S WEALTH MANAGEMENT INC. |
2025 Q4
|
65
|
$278,094,715
|
| 21 Jan 2026, 14:24:37 UTC |
13F-HR |
C2C Wealth Management, LLC |
2025 Q4
|
87
|
$118,619,295
|
| 21 Jan 2026, 14:23:07 UTC |
13F-HR |
4WEALTH ADVISORS, INC. |
2025 Q4
|
142
|
$115,464,896
|
| 21 Jan 2026, 14:22:33 UTC |
13F-HR/A |
Winthrop Advisory Group LLC |
2025 Q4 - Restatement
|
243
|
$1,179,935,200
|
| 21 Jan 2026, 14:21:46 UTC |
13F-HR |
Palumbo Wealth Management LLC |
2025 Q4
|
218
|
$405,289,044
|
| 21 Jan 2026, 14:21:25 UTC |
13F-HR |
Jefferson Bridge Capital, LLC |
2025 Q4
|
54
|
$99,332,529
|
| 21 Jan 2026, 14:20:48 UTC |
13F-HR |
ProCore Advisors, LLC |
2025 Q4
|
90
|
$97,516,888
|
| 21 Jan 2026, 14:18:53 UTC |
13F-HR |
PETRA FINANCIAL ADVISORS INC |
2025 Q4
|
138
|
$170,400,424
|
| 21 Jan 2026, 14:18:31 UTC |
13F-HR |
Muzinich & Co., Inc. |
2025 Q4
|
38
|
$318,028,280
|
| 21 Jan 2026, 14:17:22 UTC |
13F-HR |
Five Pine Wealth Management |
2025 Q4
|
42
|
$155,895,384
|
| 21 Jan 2026, 14:16:27 UTC |
13F-HR |
Naviter Wealth, LLC |
2025 Q4
|
274
|
$766,269,508
|
| 21 Jan 2026, 14:14:20 UTC |
13F-HR |
CCG WEALTH MANAGEMENT, LLC |
2025 Q4
|
99
|
$233,355,215
|
| 21 Jan 2026, 14:11:58 UTC |
13F-HR |
Cambridge Advisors Inc. |
2025 Q4
|
176
|
$525,326,237
|
| 21 Jan 2026, 14:11:47 UTC |
13F-HR |
Balance Wealth, LLC |
2025 Q4
|
143
|
$311,580,556
|
| 21 Jan 2026, 14:10:11 UTC |
13F-HR |
Perfromance Wealth Partners, LLC |
2025 Q4
|
198
|
$3,688,740,735
|
| 21 Jan 2026, 14:07:31 UTC |
13F-HR |
Snider Financial Group |
2025 Q4
|
108
|
$375,250,661
|
| 21 Jan 2026, 14:07:18 UTC |
13F-HR |
Indiana Trust & Investment Management Co |
2025 Q4
|
478
|
$339,074,365
|
| 21 Jan 2026, 14:04:06 UTC |
13F-HR |
Finer Wealth Management, Inc. |
2025 Q4
|
83
|
$206,690,659
|
| 21 Jan 2026, 14:01:38 UTC |
13F-HR |
Mayfair Advisory Group, LLC |
2025 Q4
|
177
|
$257,474,955
|
| 21 Jan 2026, 13:58:45 UTC |
13F-HR |
M. Kraus & Co |
2025 Q4
|
83
|
$357,893,622
|
| 21 Jan 2026, 13:58:03 UTC |
13F-HR |
Pacific Point Advisors, LLC |
2025 Q4
|
132
|
$186,806,615
|
| 21 Jan 2026, 13:56:53 UTC |
13F-HR |
Ethos Capital Management, Inc. |
2025 Q4
|
55
|
$106,155,898
|
| 21 Jan 2026, 13:56:38 UTC |
13F-HR |
MBL Wealth, LLC |
2025 Q4
|
290
|
$1,246,365,771
|
| 21 Jan 2026, 13:56:08 UTC |
13F-HR |
NESTEGG ADVISORS, INC. |
2025 Q4
|
51
|
$117,066,554
|
| 21 Jan 2026, 13:55:57 UTC |
13F-HR |
Nexus Investment Management ULC |
2025 Q4
|
70
|
$733,735,641
|
| 21 Jan 2026, 13:55:30 UTC |
13F-HR |
Wernau Asset Management Inc. |
2025 Q4
|
46
|
$100,666,885
|