| 20 Jan 2026, 21:54:24 UTC |
13F-HR |
ACCESS FINANCIAL SERVICES, INC. |
2025 Q4
|
100
|
$274,665,966
|
| 20 Jan 2026, 21:53:52 UTC |
13F-HR |
Capital Advisors Wealth Management, LLC |
2025 Q4
|
219
|
$734,119,345
|
| 20 Jan 2026, 21:50:40 UTC |
13F-HR |
Legacy Wealth Management, Inc |
2025 Q4
|
31
|
$1,735,365,288
|
| 20 Jan 2026, 21:49:59 UTC |
13F-HR |
Capital Management Associates, Inc |
2025 Q4
|
156
|
$452,263,388
|
| 20 Jan 2026, 21:45:26 UTC |
13F-HR |
All-Stars Investment Ltd |
2025 Q4
|
4
|
$267,537,043
|
| 20 Jan 2026, 21:42:37 UTC |
13F-HR |
Cooke Wealth Management, LLC |
2025 Q4
|
37
|
$114,557,590
|
| 20 Jan 2026, 21:32:34 UTC |
13F-HR |
Beaumont Asset Management, L.L.C. |
2025 Q4
|
71
|
$200,108,334
|
| 20 Jan 2026, 21:32:01 UTC |
13F-HR |
IMZ Advisory Inc |
2025 Q4
|
39
|
$273,140,759
|
| 20 Jan 2026, 21:31:26 UTC |
13F-HR |
Seed Wealth Management, Inc. |
2025 Q4
|
102
|
$145,000,676
|
| 20 Jan 2026, 21:30:55 UTC |
13F-HR |
Unison Advisors LLC |
2025 Q4
|
177
|
$1,144,395,354
|
| 20 Jan 2026, 21:30:03 UTC |
13F-HR |
Guild Investment Management, Inc. |
2025 Q4
|
49
|
$134,853,149
|
| 20 Jan 2026, 21:29:02 UTC |
13F-HR |
Blue Zone Wealth Advisors, LLC |
2025 Q4
|
136
|
$522,912,527
|
| 20 Jan 2026, 21:28:26 UTC |
13F-HR |
PEAVINE CAPITAL, LLC |
2025 Q4
|
9
|
$473,232,353
|
| 20 Jan 2026, 21:27:54 UTC |
13F-HR |
Trueblood Wealth Management, LLC |
2025 Q4
|
252
|
$256,207,428
|
| 20 Jan 2026, 21:27:19 UTC |
13F-HR |
AJ Advisors, LLC |
2025 Q4
|
35
|
$270,850,689
|
| 20 Jan 2026, 21:26:43 UTC |
13F-HR |
Western Financial Corp/CA |
2025 Q4
|
113
|
$252,146,188
|
| 20 Jan 2026, 21:25:35 UTC |
13F-HR |
Tarbox Family Office, Inc. |
2025 Q4
|
105
|
$621,554,678
|
| 20 Jan 2026, 21:24:52 UTC |
13F-HR |
BUFFALO BUSINESS & ESTATE SERVICES LTD |
2025 Q4
|
101
|
$695,955,912
|
| 20 Jan 2026, 21:24:12 UTC |
13F-HR |
Mezzasalma Advisors, LLC |
2025 Q4
|
160
|
$408,702,211
|
| 20 Jan 2026, 21:21:36 UTC |
13F-HR |
CIDEL ASSET MANAGEMENT INC |
2025 Q4
|
365
|
$1,413,556,730
|
| 20 Jan 2026, 21:23:11 UTC |
13F-HR |
Sunburst Financial Group, LLC |
2025 Q4
|
127
|
$494,254,428
|
| 20 Jan 2026, 21:10:16 UTC |
13F-HR |
Niatross Investments Ltd |
2025 Q4
|
1
|
$157,963,095
|
| 20 Jan 2026, 21:08:57 UTC |
13F-HR |
Leo Wealth, LLC |
2025 Q4
|
419
|
$1,377,617,041
|
| 20 Jan 2026, 20:53:58 UTC |
13F-HR |
MBA Advisors LLC |
2025 Q4
|
138
|
$248,108,522
|
| 20 Jan 2026, 20:52:38 UTC |
13F-HR |
Elwood & Goetz Wealth Advisory Group, LLC |
2025 Q4
|
135
|
$568,764,740
|
| 20 Jan 2026, 20:51:00 UTC |
13F-HR |
FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q4
|
62
|
$112,318,502
|
| 20 Jan 2026, 20:50:35 UTC |
13F-HR |
Impact Investors, Inc |
2025 Q4
|
93
|
$144,173,898
|
| 20 Jan 2026, 20:48:31 UTC |
13F-HR |
SeaTown Holdings Pte. Ltd. |
2025 Q4
|
17
|
$172,370,802
|
| 20 Jan 2026, 20:47:29 UTC |
13F-HR |
Walkner Condon Financial Advisors LLC |
2025 Q4
|
308
|
$719,954,749
|
| 20 Jan 2026, 20:47:22 UTC |
13F-HR |
Step Capital Management Pte. Ltd. |
2025 Q4
|
21
|
$189,223,174
|
| 20 Jan 2026, 20:30:11 UTC |
13F-HR |
Trivant Custom Portfolio Group, LLC |
2025 Q4
|
74
|
$173,640,034
|
| 20 Jan 2026, 20:26:56 UTC |
13F-HR |
Phocas Financial Corp. |
2025 Q4
|
144
|
$752,110,646
|
| 20 Jan 2026, 20:25:33 UTC |
13F-HR |
Base Wealth Management LLC |
2025 Q4
|
60
|
$185,781,928
|
| 20 Jan 2026, 20:23:03 UTC |
13F-HR |
Northcape Capital Pty Ltd |
2025 Q4
|
8
|
$866,947,355
|
| 20 Jan 2026, 20:20:53 UTC |
13F-HR |
SC&H Financial Advisors, Inc. |
2025 Q4
|
159
|
$646,357,650
|
| 20 Jan 2026, 19:57:51 UTC |
13F-HR |
Signature Resources Capital Management, LLC |
2025 Q4
|
692
|
$197,833,801
|
| 20 Jan 2026, 18:34:30 UTC |
13F-HR |
Allen Mooney & Barnes Investment Advisors LLC |
2025 Q4
|
162
|
$664,513,452
|
| 20 Jan 2026, 18:17:55 UTC |
13F-HR |
Sowell Financial Services LLC |
2025 Q4
|
1,106
|
$2,722,322,227
|
| 20 Jan 2026, 18:11:33 UTC |
13F-HR |
Sensenig Capital Advisors, Inc |
2025 Q4
|
33
|
$98,413,524
|
| 20 Jan 2026, 18:01:33 UTC |
13F-HR |
Salus Financial Advisors, LLC |
2025 Q4
|
35
|
$166,850,594
|
| 20 Jan 2026, 18:01:14 UTC |
13F-HR |
Stonebridge Financial Group, LLC |
2025 Q4
|
248
|
$1,170,624,122
|
| 20 Jan 2026, 18:00:23 UTC |
13F-HR |
MBE Wealth Management, LLC |
2025 Q4
|
133
|
$238,838,266
|
| 20 Jan 2026, 17:58:06 UTC |
13F-HR |
Long Island Wealth Management, Inc. |
2025 Q4
|
87
|
$211,463,393
|
| 20 Jan 2026, 17:57:05 UTC |
13F-HR |
JACOBSON & SCHMITT ADVISORS, LLC |
2025 Q4
|
72
|
$593,935,714
|
| 20 Jan 2026, 17:49:42 UTC |
13F-HR |
Bluesphere Advisors LLC |
2025 Q4
|
98
|
$226,095,628
|
| 20 Jan 2026, 17:45:39 UTC |
13F-HR |
Financial & Tax Architects, LLC |
2025 Q4
|
103
|
$445,018,018
|
| 20 Jan 2026, 17:42:07 UTC |
13F-HR |
Erickson Financial Group, LLC |
2025 Q4
|
25
|
$162,847,311
|
| 20 Jan 2026, 17:39:21 UTC |
13F-HR |
GERBER, LLC |
2025 Q4
|
86
|
$179,312,997
|
| 20 Jan 2026, 17:37:38 UTC |
13F-HR |
TigerOak Management, L.L.C. |
2025 Q4
|
122
|
$327,880,295
|
| 20 Jan 2026, 17:35:29 UTC |
13F-HR/A |
Euro Pacific Asset Management, LLC |
2025 Q4 - Restatement
|
93
|
$900,862,000
|
| 20 Jan 2026, 17:35:01 UTC |
13F-HR |
Finley Financial, LLC |
2025 Q4
|
109
|
$218,321,194
|
| 20 Jan 2026, 17:32:55 UTC |
13F-HR |
WestHill Financial Advisors, Inc. |
2025 Q4
|
81
|
$526,440,003
|
| 20 Jan 2026, 17:32:36 UTC |
13F-HR |
TOWER TRUST & INVESTMENT Co |
2025 Q4
|
204
|
$158,938,330
|
| 20 Jan 2026, 17:31:02 UTC |
13F-HR |
Integris Wealth Management, LLC |
2025 Q4
|
121
|
$439,405,549
|
| 20 Jan 2026, 17:29:59 UTC |
13F-HR |
VOISARD ASSET MANAGEMENT GROUP, INC. |
2025 Q4
|
100
|
$463,231,353
|
| 20 Jan 2026, 17:28:38 UTC |
13F-HR |
NavPoint Financial, Inc. |
2025 Q4
|
72
|
$233,969,601
|
| 20 Jan 2026, 17:28:30 UTC |
13F-HR |
Madison Park Capital Advisors, LLC |
2025 Q4
|
62
|
$123,225,869
|
| 20 Jan 2026, 17:27:24 UTC |
13F-HR |
Park Capital Management, LLC / WI |
2025 Q4
|
80
|
$139,733,157
|
| 20 Jan 2026, 17:26:09 UTC |
13F-HR |
BXM Wealth LLC |
2025 Q4
|
136
|
$47,254,244
|
| 20 Jan 2026, 17:22:42 UTC |
13F-HR |
Revolve Wealth Partners, LLC |
2025 Q4
|
228
|
$850,686,292
|
| 20 Jan 2026, 17:21:22 UTC |
13F-HR |
CV Advisors LLC |
2025 Q4
|
48
|
$392,060,671
|
| 20 Jan 2026, 17:19:57 UTC |
13F-HR |
Secure Asset Management, LLC |
2025 Q4
|
333
|
$634,982,381
|
| 20 Jan 2026, 17:17:43 UTC |
13F-HR |
BAM Wealth Management, LLC |
2025 Q4
|
158
|
$138,279,042
|
| 20 Jan 2026, 17:05:26 UTC |
13F-HR |
GraniteShares Advisors LLC |
2025 Q4
|
90
|
$108,103,197
|
| 20 Jan 2026, 16:56:52 UTC |
13F-HR |
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
2025 Q4
|
44
|
$104,346,499
|
| 20 Jan 2026, 16:53:45 UTC |
13F-HR |
Independence Bank of Kentucky |
2025 Q4
|
724
|
$803,899,767
|
| 20 Jan 2026, 16:51:10 UTC |
13F-HR |
Austin Private Wealth, LLC |
2025 Q4
|
265
|
$1,334,360,944
|
| 20 Jan 2026, 16:49:45 UTC |
13F-HR |
Packer & Co Ltd |
2025 Q4
|
10
|
$375,596,000
|
| 20 Jan 2026, 16:46:50 UTC |
13F-HR |
Pullen Investment Management, LLC |
2025 Q4
|
97
|
$189,871,889
|
| 20 Jan 2026, 16:30:51 UTC |
13F-HR |
St. Clair Advisors, LLC |
2025 Q4
|
81
|
$387,536,324
|
| 20 Jan 2026, 16:30:20 UTC |
13F-HR |
HBE Wealth Management, LLC |
2025 Q4
|
48
|
$106,297,223
|
| 20 Jan 2026, 16:20:23 UTC |
13F-HR |
Family Legacy Financial Solutions, LLC |
2025 Q4
|
54
|
$129,144,000
|
| 20 Jan 2026, 16:14:10 UTC |
13F-HR |
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2025 Q4
|
53
|
$118,578,299
|
| 20 Jan 2026, 16:10:00 UTC |
13F-HR |
Realta Investment Advisors |
2025 Q4
|
341
|
$304,479,642
|
| 20 Jan 2026, 16:09:58 UTC |
13F-HR |
BRAUN STACEY ASSOCIATES INC |
2025 Q4
|
113
|
$3,085,551,380
|
| 20 Jan 2026, 16:07:38 UTC |
13F-HR |
Roger Wittlin Investment Advisory, LLC |
2025 Q4
|
39
|
$142,989,210
|
| 20 Jan 2026, 16:06:11 UTC |
13F-HR |
Florida Trust Wealth Management Co |
2025 Q4
|
415
|
$3,621,030,215
|
| 20 Jan 2026, 16:01:25 UTC |
13F-HR |
Myriad Asset Management US LP |
2025 Q4
|
53
|
$59,712,897
|
| 20 Jan 2026, 15:57:07 UTC |
13F-HR |
Westwood Wealth Management |
2025 Q4
|
106
|
$133,035,063
|
| 20 Jan 2026, 15:47:41 UTC |
13F-HR |
Hubbell Strickland Wealth Management, LLC |
2025 Q4
|
80
|
$248,548,934
|
| 20 Jan 2026, 15:39:44 UTC |
13F-HR |
KELLEHER FINANCIAL ADVISORS |
2025 Q4
|
713
|
$436,011,097
|
| 20 Jan 2026, 15:39:27 UTC |
13F-HR |
Cohen Capital Management, Inc. |
2025 Q4
|
150
|
$663,859,989
|
| 20 Jan 2026, 15:37:19 UTC |
13F-HR |
Sugar Maple Asset Management, LLC |
2025 Q4
|
86
|
$148,701,051
|
| 20 Jan 2026, 15:35:15 UTC |
13F-HR |
Trust Investment Advisors |
2025 Q4
|
91
|
$187,864,111
|
| 20 Jan 2026, 15:33:32 UTC |
13F-HR |
RPG Investment Advisory, LLC |
2025 Q4
|
91
|
$881,169,058
|
| 20 Jan 2026, 15:23:08 UTC |
13F-HR |
Ethos Financial Group, LLC |
2025 Q4
|
530
|
$1,353,517,124
|
| 20 Jan 2026, 15:20:35 UTC |
13F-HR |
NVWM, LLC |
2025 Q4
|
731
|
$459,590,984
|
| 20 Jan 2026, 15:19:42 UTC |
13F-HR/A |
MILLER WEALTH ADVISORS, LLC |
2025 Q4 - Restatement
|
133
|
$270,672,174
|
| 20 Jan 2026, 15:11:53 UTC |
13F-HR |
HOME FEDERAL BANK OF TENNESSEE |
2025 Q4
|
78
|
$384,745,134
|
| 20 Jan 2026, 15:09:48 UTC |
13F-HR |
Pine Harbor Wealth Management, LLC |
2025 Q4
|
106
|
$326,312,235
|
| 20 Jan 2026, 15:09:01 UTC |
13F-HR |
MERIDIAN INVESTMENT COUNSEL INC. |
2025 Q4
|
239
|
$415,017,608
|
| 20 Jan 2026, 15:07:47 UTC |
13F-HR |
MILLER WEALTH ADVISORS, LLC |
2025 Q4
|
133
|
$270,672,174
|
| 20 Jan 2026, 15:06:02 UTC |
13F-HR |
Reliant Investment Management, LLC |
2025 Q4
|
57
|
$246,672,423
|
| 20 Jan 2026, 15:00:28 UTC |
13F-HR |
Citrine Capital LLC |
2025 Q4
|
46
|
$215,405,895
|
| 20 Jan 2026, 14:56:29 UTC |
13F-HR |
Sierra Legacy Group |
2025 Q4
|
72
|
$136,221,258
|
| 20 Jan 2026, 14:53:58 UTC |
13F-HR |
SIGNATUREFD, LLC |
2025 Q4
|
3,360
|
$6,547,403,421
|
| 20 Jan 2026, 14:52:06 UTC |
13F-HR |
ADVOCATE GROUP LLC |
2025 Q4
|
123
|
$618,167,066
|
| 20 Jan 2026, 14:41:02 UTC |
13F-HR |
Payne Capital LLC |
2025 Q4
|
53
|
$98,220,557
|
| 20 Jan 2026, 14:40:55 UTC |
13F-HR |
Princeton Global Asset Management LLC |
2025 Q4
|
828
|
$617,503,981
|
| 20 Jan 2026, 14:38:08 UTC |
13F-HR |
INVESCO, LLC |
2025 Q4
|
129
|
$297,328,411
|