| 20 Jan 2026, 14:34:14 UTC |
13F-HR |
Joule Financial, LLC |
2025 Q4
|
110
|
$333,787,627
|
| 20 Jan 2026, 14:28:23 UTC |
13F-HR |
Alpha Financial Advisors, LLC |
2025 Q4
|
67
|
$327,026,758
|
| 20 Jan 2026, 14:26:36 UTC |
13F-HR |
Chatterton & Associates Inc. |
2025 Q4
|
84
|
$116,781,267
|
| 20 Jan 2026, 14:25:27 UTC |
13F-HR |
Sovran Advisors, LLC |
2025 Q4
|
551
|
$1,176,069,433
|
| 20 Jan 2026, 14:21:09 UTC |
13F-HR |
McBroom & Associates, LLC |
2025 Q4
|
38
|
$205,789,214
|
| 20 Jan 2026, 14:18:10 UTC |
13F-HR |
Cohalo Advisory LLC |
2025 Q4
|
13
|
$1,349,361
|
| 20 Jan 2026, 14:15:24 UTC |
13F-HR |
Savvy Advisors, Inc. |
2025 Q4
|
1,003
|
$3,094,201,291
|
| 20 Jan 2026, 14:10:19 UTC |
13F-HR |
ETF Portfolio Partners, Inc. |
2025 Q4
|
68
|
$387,686,525
|
| 20 Jan 2026, 14:08:43 UTC |
13F-HR |
Cornell Pochily Investment Advisors, Inc. |
2025 Q4
|
182
|
$345,011,542
|
| 20 Jan 2026, 14:06:17 UTC |
13F-HR |
Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q4
|
144
|
$297,467,955
|
| 20 Jan 2026, 14:04:32 UTC |
13F-HR |
MARYLAND CAPITAL ADVISORS INC. |
2025 Q4
|
271
|
$295,485,663
|
| 20 Jan 2026, 14:04:02 UTC |
13F-HR |
Jackson Wealth Management, LLC |
2025 Q4
|
145
|
$1,026,992,000
|
| 20 Jan 2026, 14:02:27 UTC |
13F-HR |
Arta Finance Wealth Management LLC |
2025 Q4
|
90
|
$196,023,715
|
| 20 Jan 2026, 14:01:46 UTC |
13F-HR |
Whalen Wealth Management Inc. |
2025 Q4
|
188
|
$186,272,673
|
| 20 Jan 2026, 13:59:00 UTC |
13F-HR |
LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q4
|
165
|
$296,976,417
|
| 20 Jan 2026, 13:58:28 UTC |
13F-HR |
eCIO, Inc. |
2025 Q4
|
190
|
$214,731,958
|
| 20 Jan 2026, 13:57:23 UTC |
13F-HR |
Ascent Group, LLC |
2025 Q4
|
750
|
$2,925,157,155
|
| 20 Jan 2026, 13:56:51 UTC |
13F-HR |
SEMITAM BONAM LLC |
2025 Q4
|
47
|
$120,079,353
|
| 20 Jan 2026, 13:52:01 UTC |
13F-HR |
QV Investors Inc. |
2025 Q4
|
64
|
$1,222,185,000
|
| 20 Jan 2026, 13:51:59 UTC |
13F-HR |
Sylvest Advisors, LLC |
2025 Q4
|
69
|
$187,454,129
|
| 20 Jan 2026, 13:51:21 UTC |
13F-HR |
JB Capital LLC |
2025 Q4
|
259
|
$2,449,737,468
|
| 20 Jan 2026, 13:50:22 UTC |
13F-HR |
LifePlan Financial, LLC |
2025 Q4
|
86
|
$130,394,024
|
| 20 Jan 2026, 13:49:43 UTC |
13F-HR |
New Capital Management LP |
2025 Q4
|
55
|
$398,121,216
|
| 20 Jan 2026, 13:47:31 UTC |
13F-HR |
TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q4
|
73
|
$834,851,659
|
| 20 Jan 2026, 13:34:08 UTC |
13F-HR |
Accel Wealth Management |
2025 Q4
|
281
|
$365,634,230
|
| 20 Jan 2026, 13:33:09 UTC |
13F-HR |
J2 Capital Management Inc |
2025 Q4
|
119
|
$137,073,067
|
| 20 Jan 2026, 13:32:26 UTC |
13F-HR |
RAINIER FAMILY WEALTH INC |
2025 Q4
|
91
|
$132,686,553
|
| 20 Jan 2026, 13:31:06 UTC |
13F-HR |
MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q4
|
165
|
$323,610,548
|
| 20 Jan 2026, 13:30:13 UTC |
13F-HR |
Perpetual Ltd |
2025 Q4
|
411
|
$6,913,922,403
|
| 20 Jan 2026, 13:29:42 UTC |
13F-HR |
ARVEST INVESTMENTS, INC. |
2025 Q4
|
189
|
$711,746,853
|
| 20 Jan 2026, 13:28:07 UTC |
13F-HR |
First American Bank |
2025 Q4
|
177
|
$1,650,474,728
|
| 20 Jan 2026, 13:24:25 UTC |
13F-HR |
Orca Investment Management, LLC |
2025 Q4
|
58
|
$126,948,109
|
| 20 Jan 2026, 13:23:26 UTC |
13F-HR |
Investment Research & Advisory Group, Inc. |
2025 Q4
|
275
|
$299,812,006
|
| 20 Jan 2026, 13:17:13 UTC |
13F-HR |
Guardian Wealth Management, LLC |
2025 Q4
|
29
|
$315,426,272
|
| 20 Jan 2026, 13:12:29 UTC |
13F-HR |
CIGNA INVESTMENTS INC /NEW |
2025 Q4
|
459
|
$687,003,000
|
| 20 Jan 2026, 12:52:11 UTC |
13F-HR |
NTV ASSET MANAGEMENT LLC |
2025 Q4
|
309
|
$944,287,078
|
| 20 Jan 2026, 12:49:13 UTC |
13F-HR |
INCOME RESEARCH & MANAGEMENT |
2025 Q4
|
32
|
$190,387,306
|
| 20 Jan 2026, 12:46:46 UTC |
13F-HR |
Red Door Wealth Management, LLC |
2025 Q4
|
290
|
$961,102,801
|
| 20 Jan 2026, 12:43:26 UTC |
13F-HR |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q4
|
377
|
$1,671,082,541
|
| 20 Jan 2026, 12:42:43 UTC |
13F-HR |
Fearless Solutions, LLC dba Best Invest |
2025 Q4
|
121
|
$165,063,911
|
| 20 Jan 2026, 12:37:32 UTC |
13F-HR |
Coign Capital Advisors LLC |
2025 Q4
|
81
|
$191,007,421
|
| 20 Jan 2026, 12:36:30 UTC |
13F-HR |
Boyce & Associates Wealth Consulting, Inc. |
2025 Q4
|
75
|
$119,312,731
|
| 20 Jan 2026, 12:33:34 UTC |
13F-HR |
Raab & Moskowitz Asset Management LLC |
2025 Q4
|
189
|
$457,236,207
|
| 20 Jan 2026, 12:25:25 UTC |
13F-HR |
Polunin Capital Partners Ltd |
2025 Q4
|
24
|
$649,082,000
|
| 20 Jan 2026, 12:25:21 UTC |
13F-HR |
Sara-Bay Financial |
2025 Q4
|
80
|
$334,383,510
|
| 20 Jan 2026, 12:22:36 UTC |
13F-HR |
TRUST CO OF TOLEDO NA /OH/ |
2025 Q4
|
772
|
$1,013,371,934
|
| 20 Jan 2026, 12:20:20 UTC |
13F-HR |
OAKMONT Corp |
2025 Q4
|
31
|
$578,109,047
|
| 20 Jan 2026, 12:19:32 UTC |
13F-HR |
Cromwell Holdings LLC |
2025 Q4
|
1,008
|
$183,237,885
|
| 20 Jan 2026, 12:17:35 UTC |
13F-HR |
TRITONPOINT WEALTH, LLC |
2025 Q4
|
272
|
$986,243,560
|
| 20 Jan 2026, 12:16:36 UTC |
13F-HR |
CYPRESS FUNDS LLC |
2025 Q4
|
14
|
$604,664,718
|
| 20 Jan 2026, 12:11:51 UTC |
13F-HR |
SOA Wealth Advisors, LLC. |
2025 Q4
|
867
|
$549,491,405
|
| 20 Jan 2026, 12:09:26 UTC |
13F-HR |
Alken Asset Management Ltd |
2025 Q4
|
38
|
$61,299,000
|
| 20 Jan 2026, 12:05:49 UTC |
13F-HR |
Relyea Zuckerberg Hanson LLC |
2025 Q4
|
262
|
$989,995,753
|
| 20 Jan 2026, 12:04:58 UTC |
13F-HR |
HAMILTON LANE ADVISORS LLC |
2025 Q4
|
26
|
$181,523,465
|
| 20 Jan 2026, 12:03:15 UTC |
13F-HR |
Stratos Wealth Partners, LTD. |
2025 Q4
|
1,584
|
$8,845,870,283
|
| 20 Jan 2026, 12:02:41 UTC |
13F-HR |
Stratos Wealth Advisors, LLC |
2025 Q4
|
655
|
$2,070,908,207
|
| 20 Jan 2026, 12:02:09 UTC |
13F-HR |
Stratos Investment Management, LLC |
2025 Q4
|
350
|
$2,495,316,182
|
| 20 Jan 2026, 11:51:42 UTC |
13F-HR |
Northland Capital Management LLC |
2025 Q4
|
30
|
$178,544,672
|
| 20 Jan 2026, 11:45:29 UTC |
13F-HR |
SS&H Financial Advisors, Inc. |
2025 Q4
|
125
|
$342,718,000
|
| 20 Jan 2026, 11:41:52 UTC |
13F-HR |
Main Line Retirement Advisors, LLC |
2025 Q4
|
37
|
$114,559,038
|
| 20 Jan 2026, 11:39:49 UTC |
13F-HR |
Hanson & Doremus Investment Management |
2025 Q4
|
477
|
$831,940,000
|
| 20 Jan 2026, 11:35:12 UTC |
13F-HR |
AdvisorNet Financial, Inc |
2025 Q4
|
2,216
|
$1,877,000,849
|
| 20 Jan 2026, 11:33:58 UTC |
13F-HR |
Pflug Koory, LLC |
2025 Q4
|
418
|
$214,324,827
|
| 20 Jan 2026, 11:22:20 UTC |
13F-HR |
White & Co Financial Planning Inc |
2025 Q4
|
19
|
$133,759,477
|
| 20 Jan 2026, 11:17:54 UTC |
13F-HR |
FLP Wealth Management, LLC |
2025 Q4
|
64
|
$7,453,042
|
| 20 Jan 2026, 11:16:21 UTC |
13F-HR |
Prospera Capital Management, LLC |
2025 Q4
|
41
|
$198,177,340
|
| 20 Jan 2026, 11:11:47 UTC |
13F-HR |
AMERICAN NATIONAL BANK & TRUST |
2025 Q4
|
695
|
$1,058,659,202
|
| 20 Jan 2026, 11:10:28 UTC |
13F-HR |
SHEETS SMITH WEALTH MANAGEMENT |
2025 Q4
|
393
|
$911,301,783
|
| 20 Jan 2026, 11:04:53 UTC |
13F-HR |
WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q4
|
90
|
$1,007,233,778
|
| 20 Jan 2026, 11:04:08 UTC |
13F-HR |
Global Trust Asset Management, LLC |
2025 Q4
|
455
|
$253,276,920
|
| 20 Jan 2026, 10:54:28 UTC |
13F-HR |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q4
|
1,361
|
$286,851,210
|
| 20 Jan 2026, 10:46:47 UTC |
13F-HR |
LAURIE J. TRUSTEE HALL |
2025 Q4
|
108
|
$300,919,805
|
| 20 Jan 2026, 10:38:27 UTC |
13F-HR |
Sullivan Wood Capital Management LLC |
2025 Q4
|
22
|
$66,304,525
|
| 20 Jan 2026, 10:36:15 UTC |
13F-HR |
Philip James Wealth Mangement, LLC |
2025 Q4
|
170
|
$863,153,159
|
| 20 Jan 2026, 10:35:50 UTC |
13F-HR |
YANKCOM Partnership |
2025 Q4
|
376
|
$235,192,150
|
| 20 Jan 2026, 10:35:05 UTC |
13F-HR |
Hippocratic Financial Advisors, LLC |
2025 Q4
|
28
|
$216,928,578
|
| 20 Jan 2026, 10:33:26 UTC |
13F-HR |
Capstone Wealth Management, LLC |
2025 Q4
|
48
|
$137,044,566
|
| 20 Jan 2026, 10:30:24 UTC |
13F-HR |
October Effect Ltd |
2025 Q4
|
61
|
$90,786,485
|
| 20 Jan 2026, 10:29:47 UTC |
13F-HR |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q4
|
61
|
$336,048,968
|
| 20 Jan 2026, 10:22:02 UTC |
13F-HR |
SteelPeak Wealth, LLC |
2025 Q4
|
493
|
$3,040,747,364
|
| 20 Jan 2026, 10:15:16 UTC |
13F-HR |
Crown Oak Advisors, LLC |
2025 Q4
|
23
|
$210,821,362
|
| 20 Jan 2026, 10:15:05 UTC |
13F-HR |
Analyst IMS Investment Management Services Ltd. |
2025 Q4
|
128
|
$3,429,738,000
|
| 20 Jan 2026, 10:12:20 UTC |
13F-HR |
1900 WEALTH MANAGEMENT LLC |
2025 Q4
|
241
|
$1,559,161,113
|
| 20 Jan 2026, 10:11:27 UTC |
13F-HR |
Three Magnolias Financial Advisors, LLC |
2025 Q4
|
105
|
$160,984,217
|
| 20 Jan 2026, 10:07:03 UTC |
13F-HR |
Corundum Trust Company, INC |
2025 Q4
|
51
|
$43,927,571
|
| 20 Jan 2026, 09:52:28 UTC |
13F-HR |
Palisades Investment Partners, LLC |
2025 Q4
|
51
|
$264,718,173
|
| 20 Jan 2026, 09:51:43 UTC |
13F-HR |
Mendota Financial Group, LLC |
2025 Q4
|
100
|
$137,404,367
|
| 20 Jan 2026, 09:49:43 UTC |
13F-HR |
Quintet Private Bank (Europe) S.A. |
2025 Q4
|
197
|
$1,721,596,943
|
| 20 Jan 2026, 09:42:48 UTC |
13F-HR |
Midwest Financial Group LLC |
2025 Q4
|
123
|
$226,359,726
|
| 20 Jan 2026, 09:40:00 UTC |
13F-HR |
Matson Money. Inc. |
2025 Q4
|
9
|
$3,164,205,435
|
| 20 Jan 2026, 09:31:55 UTC |
13F-HR |
ASPIRIANT, LLC |
2025 Q4
|
319
|
$3,480,648,692
|
| 20 Jan 2026, 09:28:10 UTC |
13F-HR |
Investment Planning Advisors, Inc. |
2025 Q4
|
95
|
$343,489,072
|
| 20 Jan 2026, 09:25:13 UTC |
13F-HR |
Cooksen Wealth, LLC |
2025 Q4
|
45
|
$136,711,533
|
| 20 Jan 2026, 09:22:04 UTC |
13F-HR |
TOTH FINANCIAL ADVISORY CORP |
2025 Q4
|
915
|
$919,845,788
|
| 20 Jan 2026, 09:09:25 UTC |
13F-HR |
Rubicon Global Capital Ltd |
2025 Q4
|
11
|
$377,494,206
|
| 20 Jan 2026, 08:57:18 UTC |
13F-HR |
HARBOR CAPITAL ADVISORS, INC. |
2025 Q4
|
1,320
|
$1,287,766,000
|
| 20 Jan 2026, 08:54:03 UTC |
13F-HR |
HMV Wealth Advisors, LLC |
2025 Q4
|
80
|
$199,886,516
|
| 20 Jan 2026, 08:53:06 UTC |
13F-HR |
Greenbush Financial Group, LLC |
2025 Q4
|
34
|
$294,065,369
|
| 20 Jan 2026, 08:49:49 UTC |
13F-HR |
KBC Group NV |
2025 Q3
|
1,727
|
$41,700,096,000
|
| 20 Jan 2026, 08:11:56 UTC |
13F-HR |
Element Squared LLC |
2025 Q4
|
49
|
$184,288,892
|