| 21 Jan 2026, 13:54:16 UTC |
13F-HR |
MAYPORT, LLC |
2025 Q4
|
112
|
$496,436,314
|
| 21 Jan 2026, 13:50:58 UTC |
13F-HR |
WealthBridge Capital Management, LLC |
2025 Q4
|
208
|
$438,939,150
|
| 21 Jan 2026, 13:48:50 UTC |
13F-HR/A |
Steadtrust LLC |
2025 Q2 - Restatement
|
115
|
$127,257,665
|
| 21 Jan 2026, 13:47:27 UTC |
13F-HR/A |
Steadtrust LLC |
2025 Q3 - Restatement
|
118
|
$147,671,670
|
| 21 Jan 2026, 13:45:16 UTC |
13F-HR |
BLUESTEM FINANCIAL ADVISORS, LLC |
2025 Q4
|
30
|
$258,873,716
|
| 21 Jan 2026, 13:44:59 UTC |
13F-HR |
Steadtrust LLC |
2025 Q4
|
121
|
$162,442,324
|
| 21 Jan 2026, 13:43:00 UTC |
13F-HR/A |
Efficient Advisors, LLC |
2025 Q4 - Restatement
|
58
|
$1,713,158,933
|
| 21 Jan 2026, 13:38:47 UTC |
13F-HR |
AMS Capital Ltda |
2025 Q4
|
14
|
$258,475,000
|
| 21 Jan 2026, 13:33:57 UTC |
13F-HR |
Vanderbilt University |
2025 Q4
|
68
|
$585,744,333
|
| 21 Jan 2026, 13:33:46 UTC |
13F-HR |
Bishop & Co Investment Management, LLC |
2025 Q4
|
28
|
$301,904,761
|
| 21 Jan 2026, 13:30:55 UTC |
13F-HR |
Modera Wealth Management, LLC |
2025 Q4
|
642
|
$8,644,958,943
|
| 21 Jan 2026, 13:30:12 UTC |
13F-HR |
AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q4
|
330
|
$1,019,515,316
|
| 21 Jan 2026, 13:29:51 UTC |
13F-HR |
Cane Capital Partners, LLC |
2025 Q4
|
120
|
$238,278,855
|
| 21 Jan 2026, 13:28:23 UTC |
13F-HR |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2025 Q4
|
249
|
$748,040,000
|
| 21 Jan 2026, 13:27:02 UTC |
13F-HR |
Brooklyn FI, LLC |
2025 Q4
|
80
|
$467,267,929
|
| 21 Jan 2026, 13:22:47 UTC |
13F-HR |
V2 Financial group LLC |
2025 Q4
|
98
|
$202,997,721
|
| 21 Jan 2026, 13:18:59 UTC |
13F-HR |
Baer Investment Advisory LLC |
2025 Q4
|
23
|
$71,677,172
|
| 21 Jan 2026, 13:12:44 UTC |
13F-HR |
Intrinsic Value Partners, LLC |
2025 Q4
|
69
|
$133,325,471
|
| 21 Jan 2026, 13:07:08 UTC |
13F-HR |
Martel Wealth Advisors Inc |
2025 Q4
|
70
|
$585,588,760
|
| 21 Jan 2026, 13:06:47 UTC |
13F-HR |
Boomfish Wealth Group, LLC |
2025 Q4
|
85
|
$187,095,125
|
| 21 Jan 2026, 12:57:47 UTC |
13F-HR |
PHYSICIANS FINANCIAL SERVICES, INC. |
2025 Q4
|
107
|
$372,737,000
|
| 21 Jan 2026, 12:56:07 UTC |
13F-HR |
Winthrop Advisory Group LLC |
2025 Q4
|
188
|
$1,176,086,182
|
| 21 Jan 2026, 12:55:45 UTC |
13F-HR |
DMC Group, LLC |
2025 Q4
|
145
|
$149,912,198
|
| 21 Jan 2026, 12:52:10 UTC |
13F-HR |
South Shore Capital Advisors |
2025 Q4
|
136
|
$136,845,031
|
| 21 Jan 2026, 12:51:02 UTC |
13F-HR |
Rydar Equities, Inc. |
2025 Q4
|
91
|
$128,300,493
|
| 21 Jan 2026, 12:45:56 UTC |
13F-HR |
Raleigh Capital Management Inc. |
2025 Q4
|
503
|
$275,523,500
|
| 21 Jan 2026, 12:44:13 UTC |
13F-HR |
SRH ADVISORS, LLC |
2025 Q4
|
293
|
$347,286,120
|
| 21 Jan 2026, 12:32:58 UTC |
13F-HR |
Register Financial Advisors LLC |
2025 Q4
|
351
|
$256,806,983
|
| 21 Jan 2026, 12:31:20 UTC |
13F-HR |
Carolina Wealth Advisors, LLC |
2025 Q4
|
272
|
$224,341,244
|
| 21 Jan 2026, 12:29:28 UTC |
13F-HR |
Mason & Associates, LLC |
2025 Q4
|
39
|
$439,819,577
|
| 21 Jan 2026, 12:29:09 UTC |
13F-HR |
Capital Advisors, Ltd. LLC |
2025 Q4
|
1,316
|
$804,070,000
|
| 21 Jan 2026, 12:27:04 UTC |
13F-HR |
Robinhood Asset Management, LLC |
2025 Q4
|
80
|
$1,255,049,704
|
| 21 Jan 2026, 12:23:04 UTC |
13F-HR |
Citadel Investment Advisory, Inc. |
2025 Q4
|
79
|
$231,450,000
|
| 21 Jan 2026, 12:22:52 UTC |
13F-HR |
LANDAAS & CO /WI /ADV |
2025 Q4
|
126
|
$454,531,869
|
| 21 Jan 2026, 12:21:08 UTC |
13F-HR |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q4
|
94
|
$52,997,000
|
| 21 Jan 2026, 12:19:10 UTC |
13F-HR/A |
Main Line Retirement Advisors, LLC |
2025 Q4 - Restatement
|
46
|
$197,575,858
|
| 21 Jan 2026, 12:11:15 UTC |
13F-HR |
Summa Corp. |
2025 Q4
|
77
|
$233,160,669
|
| 21 Jan 2026, 12:09:42 UTC |
13F-HR |
TPG Advisors LLC |
2025 Q4
|
108
|
$160,685,236
|
| 21 Jan 2026, 11:55:59 UTC |
13F-HR |
Brown Shipley& Co Ltd |
2025 Q4
|
70
|
$186,967,033
|
| 21 Jan 2026, 11:54:06 UTC |
13F-HR |
Banque de Luxembourg S.A. |
2025 Q4
|
88
|
$205,977,346
|
| 21 Jan 2026, 11:53:46 UTC |
13F-HR |
NEW WAVE WEALTH ADVISORS LLC |
2025 Q4
|
184
|
$273,279,229
|
| 21 Jan 2026, 11:53:16 UTC |
13F-HR |
FULTON BREAKEFIELD BROENNIMAN LLC |
2025 Q4
|
203
|
$1,584,419,218
|
| 21 Jan 2026, 11:50:38 UTC |
13F-HR |
Hudson Capital Management LLC |
2025 Q4
|
69
|
$398,502,925
|
| 21 Jan 2026, 11:48:43 UTC |
13F-HR |
Talbot Financial, LLC |
2025 Q4
|
68
|
$1,214,813,162
|
| 21 Jan 2026, 11:43:13 UTC |
13F-HR |
Rheos Capital Works Inc. |
2025 Q4
|
67
|
$1,560,110,000
|
| 21 Jan 2026, 11:42:12 UTC |
13F-HR |
NovaPoint Capital, LLC |
2025 Q4
|
79
|
$388,335,905
|
| 21 Jan 2026, 11:32:03 UTC |
13F-HR |
BANK OF STOCKTON |
2025 Q4
|
134
|
$349,355,886
|
| 21 Jan 2026, 11:28:36 UTC |
13F-HR |
FORBES J M & CO LLP |
2025 Q4
|
141
|
$1,235,044,098
|
| 21 Jan 2026, 11:27:57 UTC |
13F-HR |
DELPHI MANAGEMENT INC /MA/ |
2025 Q4
|
76
|
$102,688,000
|
| 21 Jan 2026, 11:24:19 UTC |
13F-HR |
HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q4
|
79
|
$270,519,849
|
| 21 Jan 2026, 11:21:42 UTC |
13F-HR |
Daytona Street Capital LLC |
2025 Q4
|
303
|
$123,584,950
|
| 21 Jan 2026, 11:20:34 UTC |
13F-HR |
Future Financial Wealth Managment LLC |
2025 Q4
|
127
|
$148,639,004
|
| 21 Jan 2026, 11:19:01 UTC |
13F-HR |
KFG WEALTH MANAGEMENT, LLC |
2025 Q4
|
213
|
$747,707,859
|
| 21 Jan 2026, 11:16:27 UTC |
13F-HR |
Persium Advisors, LLC |
2025 Q4
|
61
|
$136,990,824
|
| 21 Jan 2026, 11:09:52 UTC |
13F-HR |
Kedalion Capital Management LLP |
2025 Q4
|
3
|
$4,073,151,101
|
| 21 Jan 2026, 11:05:13 UTC |
13F-HR |
FIRST UNITED BANK & TRUST |
2025 Q4
|
394
|
$313,333,284
|
| 21 Jan 2026, 10:54:34 UTC |
13F-HR |
Ameliora Wealth Management Ltd. |
2025 Q4
|
227
|
$328,271,922
|
| 21 Jan 2026, 10:54:30 UTC |
13F-HR |
SJS Investment Consulting Inc. |
2025 Q4
|
2,087
|
$790,376,476
|
| 21 Jan 2026, 10:48:11 UTC |
13F-HR |
STAPP WEALTH MANAGEMENT, PLLC |
2025 Q4
|
32
|
$77,652,689
|
| 21 Jan 2026, 10:46:13 UTC |
13F-HR |
Finward Bancorp |
2025 Q4
|
104
|
$128,789,429
|
| 21 Jan 2026, 10:44:12 UTC |
13F-HR |
STOCK YARDS BANK & TRUST CO |
2025 Q4
|
397
|
$3,267,185,374
|
| 21 Jan 2026, 10:41:43 UTC |
13F-HR |
Drummond Knight Asset Management Pty Ltd |
2025 Q4
|
11
|
$357,336,059
|
| 21 Jan 2026, 10:41:17 UTC |
13F-HR |
WARNER FINANCIAL, INC |
2025 Q4
|
132
|
$288,062,000
|
| 21 Jan 2026, 10:40:04 UTC |
13F-HR |
ALBION FINANCIAL GROUP /UT |
2025 Q4
|
649
|
$1,606,750,013
|
| 21 Jan 2026, 10:29:01 UTC |
13F-HR |
SHARIAPORTFOLIO, INC. |
2025 Q4
|
24
|
$237,454,724
|
| 21 Jan 2026, 10:22:10 UTC |
13F-HR |
Barton Investment Management |
2025 Q4
|
52
|
$928,110,062
|
| 21 Jan 2026, 10:21:05 UTC |
13F-HR |
EDMP, INC. |
2025 Q4
|
68
|
$121,675,216
|
| 21 Jan 2026, 10:17:16 UTC |
13F-HR |
Retirement Investment Advisors, Inc. |
2025 Q4
|
65
|
$1,240,843,591
|
| 21 Jan 2026, 10:15:53 UTC |
13F-HR |
Apella Capital, LLC |
2025 Q4
|
531
|
$5,060,284,476
|
| 21 Jan 2026, 10:10:43 UTC |
13F-HR |
StrongBox Wealth, LLC |
2025 Q4
|
93
|
$304,275,109
|
| 21 Jan 2026, 10:04:22 UTC |
13F-HR |
Aaron Wealth Advisors LLC |
2025 Q4
|
674
|
$1,797,073,590
|
| 21 Jan 2026, 09:57:43 UTC |
13F-HR |
Inlet Private Wealth, LLC |
2025 Q4
|
131
|
$431,123,159
|
| 21 Jan 2026, 09:53:33 UTC |
13F-HR |
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2025 Q4
|
37
|
$47,003,321
|
| 21 Jan 2026, 09:51:39 UTC |
13F-HR |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q4
|
63
|
$108,839,241
|
| 21 Jan 2026, 09:48:08 UTC |
13F-HR |
FLAGSHIP HARBOR ADVISORS, LLC |
2025 Q4
|
2,279
|
$2,119,043,847
|
| 21 Jan 2026, 09:47:26 UTC |
13F-HR |
Avantra Family Wealth, Inc. |
2025 Q4
|
157
|
$137,864,606
|
| 21 Jan 2026, 09:45:52 UTC |
13F-HR |
PARAGON FINANCIAL PARTNERS, INC. |
2025 Q4
|
75
|
$162,500,634
|
| 21 Jan 2026, 09:44:15 UTC |
13F-HR |
Newbridge Financial Services Group, Inc. |
2025 Q4
|
1,176
|
$644,027,720
|
| 21 Jan 2026, 09:43:47 UTC |
13F-HR |
COUNTRY TRUST BANK |
2025 Q4
|
609
|
$5,523,450,770
|
| 21 Jan 2026, 09:43:07 UTC |
13F-HR |
Leading Edge Financial Planning LLC |
2025 Q4
|
66
|
$438,836,873
|
| 21 Jan 2026, 09:42:08 UTC |
13F-HR |
Crews Bank & Trust |
2025 Q4
|
621
|
$698,775,052
|
| 21 Jan 2026, 09:40:55 UTC |
13F-HR |
KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q4
|
102
|
$125,529,090
|
| 21 Jan 2026, 09:29:05 UTC |
13F-HR |
Portside Wealth Group, LLC |
2025 Q4
|
447
|
$738,432,111
|
| 21 Jan 2026, 09:24:40 UTC |
13F-HR |
Constellation Investments, Inc. |
2025 Q4
|
19
|
$3,240,059,453
|
| 21 Jan 2026, 09:17:52 UTC |
13F-HR |
Lakeshore Capital Group, Inc. |
2025 Q4
|
77
|
$124,961,268
|
| 21 Jan 2026, 09:07:31 UTC |
13F-HR |
Sound Income Strategies, LLC |
2025 Q4
|
2,507
|
$2,112,828,761
|
| 21 Jan 2026, 08:56:17 UTC |
13F-HR |
JMAC ENTERPRISES LLC |
2025 Q4
|
123
|
$523,214,621
|
| 21 Jan 2026, 08:51:03 UTC |
13F-HR |
HT Partners LLC |
2025 Q4
|
55
|
$336,319,304
|
| 21 Jan 2026, 08:23:55 UTC |
13F-HR |
MTCO Ltd. |
2025 Q4
|
2
|
$247,230,328
|
| 21 Jan 2026, 08:19:23 UTC |
13F-HR |
PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q4
|
160
|
$477,310,436
|
| 21 Jan 2026, 06:59:49 UTC |
13F-HR |
Rathbones Group PLC |
2025 Q4
|
628
|
$25,260,618,421
|
| 21 Jan 2026, 06:55:49 UTC |
13F-HR |
Quilter Plc |
2025 Q4
|
129
|
$5,955,829,323
|
| 21 Jan 2026, 06:31:22 UTC |
13F-HR |
Metropolis Capital Ltd |
2025 Q4
|
15
|
$3,130,463,884
|
| 21 Jan 2026, 06:14:24 UTC |
13F-HR |
Capricorn Fund Managers Ltd |
2025 Q4
|
82
|
$414,889,258
|
| 21 Jan 2026, 06:01:03 UTC |
13F-HR |
Y.D. More Investments Ltd |
2025 Q4
|
474
|
$2,086,959,710
|
| 20 Jan 2026, 21:58:10 UTC |
13F-HR |
PLANNING DIRECTIONS INC |
2025 Q4
|
101
|
$198,444,398
|
| 20 Jan 2026, 21:56:37 UTC |
13F-HR |
OLIO Financial Planning |
2025 Q4
|
71
|
$356,492,086
|
| 20 Jan 2026, 21:56:06 UTC |
13F-HR |
LOCKERMAN FINANCIAL GROUP, INC. |
2025 Q4
|
82
|
$52,126,577
|
| 20 Jan 2026, 21:55:35 UTC |
13F-HR |
Touchstone Capital, Inc. |
2025 Q4
|
0
|
$0
|
| 20 Jan 2026, 21:54:59 UTC |
13F-HR |
Kaizen Financial Strategies |
2025 Q4
|
163
|
$226,599,139
|