| 20 Jan 2026, 07:52:26 UTC |
13F-HR |
BLUE SQUARE ASSET MANAGEMENT, LLC |
2025 Q4
|
71
|
$225,246,101
|
| 20 Jan 2026, 06:24:28 UTC |
13F-HR |
CALEDONIA INVESTMENTS PLC |
2025 Q4
|
15
|
$902,342,774
|
| 20 Jan 2026, 06:23:14 UTC |
13F-HR |
Wealth Management Associates, Inc. |
2025 Q4
|
235
|
$287,510,981
|
| 20 Jan 2026, 06:17:48 UTC |
13F-HR |
PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q4
|
107
|
$95,740,054
|
| 16 Jan 2026, 20:51:15 UTC |
13F-HR |
KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q4
|
187
|
$725,186,694
|
| 16 Jan 2026, 18:49:38 UTC |
13F-HR |
Cohen Klingenstein LLC |
2025 Q4
|
207
|
$3,291,233,109
|
| 16 Jan 2026, 18:35:49 UTC |
13F-HR |
ASL Financial, LLC |
2025 Q4
|
94
|
$127,274,596
|
| 16 Jan 2026, 18:15:01 UTC |
13F-HR |
Essex LLC |
2025 Q4
|
181
|
$564,395,131
|
| 16 Jan 2026, 17:20:28 UTC |
13F-HR |
Heck Capital Advisors, LLC |
2025 Q4
|
211
|
$1,341,954,393
|
| 16 Jan 2026, 17:19:23 UTC |
13F-HR |
Oak Root LLC |
2025 Q4
|
11
|
$827,265,395
|
| 16 Jan 2026, 17:18:29 UTC |
13F-HR |
Oregon Pacific Wealth Management, LLC |
2025 Q4
|
116
|
$96,801,996
|
| 16 Jan 2026, 17:14:38 UTC |
13F-HR |
Sentry LLC |
2025 Q4
|
124
|
$365,295,845
|
| 16 Jan 2026, 17:12:42 UTC |
13F-HR |
Hopwood Financial Services, Inc. |
2025 Q4
|
90
|
$142,033,874
|
| 16 Jan 2026, 17:11:18 UTC |
13F-HR |
Park Edge Advisors, LLC |
2025 Q4
|
150
|
$441,716,662
|
| 16 Jan 2026, 17:07:07 UTC |
13F-HR |
Howard Capital Management Group, LLC |
2025 Q4
|
142
|
$1,582,919,763
|
| 16 Jan 2026, 17:04:59 UTC |
13F-HR |
Two Point Capital Management, Inc. |
2025 Q4
|
25
|
$246,817,463
|
| 16 Jan 2026, 16:58:30 UTC |
13F-HR |
StoneCrest Wealth Management, Inc. |
2025 Q4
|
71
|
$247,790,636
|
| 16 Jan 2026, 16:57:12 UTC |
13F-HR |
Birchcreek Wealth Management, LLC |
2025 Q4
|
113
|
$203,649,851
|
| 16 Jan 2026, 16:55:08 UTC |
13F-HR |
MRA Advisory Group |
2025 Q4
|
135
|
$238,193,675
|
| 16 Jan 2026, 16:54:46 UTC |
13F-HR |
Bouchey Financial Group Ltd |
2025 Q4
|
163
|
$1,333,612,298
|
| 16 Jan 2026, 16:51:38 UTC |
13F-HR |
Aspire Capital Advisors LLC |
2025 Q4
|
120
|
$425,701,970
|
| 16 Jan 2026, 16:49:55 UTC |
13F-HR |
M3 Advisory Group, LLC |
2025 Q4
|
142
|
$164,017,085
|
| 16 Jan 2026, 16:49:03 UTC |
13F-HR |
Clarus Group, Inc. |
2025 Q4
|
103
|
$277,608,022
|
| 16 Jan 2026, 16:47:56 UTC |
13F-HR |
FORTE ASSET MANAGEMENT LLC |
2025 Q4
|
73
|
$220,213,763
|
| 16 Jan 2026, 16:47:32 UTC |
13F-HR |
UDINE WEALTH MANAGEMENT, INC. |
2025 Q4
|
35
|
$211,586,000
|
| 16 Jan 2026, 16:47:18 UTC |
13F-HR |
MARINO, STRAM & ASSOCIATES LLC |
2025 Q4
|
185
|
$553,421,911
|
| 16 Jan 2026, 16:45:30 UTC |
13F-HR |
Sharp Wealth Advisory, LLC |
2025 Q4
|
113
|
$198,719,721
|
| 16 Jan 2026, 16:44:08 UTC |
13F-HR |
Pacific Sage Partners, LLC |
2025 Q4
|
120
|
$630,256,210
|
| 16 Jan 2026, 16:41:48 UTC |
13F-HR |
Perigon Wealth Management, LLC |
2025 Q4
|
1,295
|
$5,586,188,563
|
| 16 Jan 2026, 16:39:38 UTC |
13F-HR |
Tower Wealth Partners, Inc. |
2025 Q4
|
87
|
$181,905,379
|
| 16 Jan 2026, 16:36:13 UTC |
13F-HR |
LOUISBOURG INVESTMENTS INC. |
2025 Q4
|
213
|
$501,890,532
|
| 16 Jan 2026, 16:35:55 UTC |
13F-HR |
Balboa Wealth Partners |
2025 Q4
|
433
|
$604,637,012
|
| 16 Jan 2026, 16:32:23 UTC |
13F-HR |
Cassia Capital Partners, LLC |
2025 Q4
|
63
|
$184,783,877
|
| 16 Jan 2026, 16:30:36 UTC |
13F-HR |
Financial Planning Navigators CORP |
2025 Q4
|
47
|
$217,855,087
|
| 16 Jan 2026, 16:30:25 UTC |
13F-HR |
EVEXIA WEALTH LLC |
2025 Q4
|
84
|
$357,903,445
|
| 16 Jan 2026, 16:28:08 UTC |
13F-HR |
MELFA WEALTH MANAGEMENT, INC. |
2025 Q4
|
202
|
$173,522,238
|
| 16 Jan 2026, 16:24:55 UTC |
13F-HR |
Genesee Capital Advisors, LLC |
2025 Q4
|
129
|
$248,477,566
|
| 16 Jan 2026, 16:22:18 UTC |
13F-HR |
Omnia Family Wealth, LLC |
2025 Q4
|
102
|
$338,641,313
|
| 16 Jan 2026, 16:21:38 UTC |
13F-HR |
Tenon Financial LLC |
2025 Q4
|
49
|
$237,225,557
|
| 16 Jan 2026, 16:19:46 UTC |
13F-HR |
POSTROCK PARTNERS LLC |
2025 Q4
|
80
|
$230,174,150
|
| 16 Jan 2026, 16:16:30 UTC |
13F-HR |
STEPHEN J. GARRY & ASSOCIATES, LLC |
2025 Q4
|
51
|
$126,091,145
|
| 16 Jan 2026, 16:12:37 UTC |
13F-HR |
Crewe Advisors LLC |
2025 Q4
|
1,099
|
$1,128,871,919
|
| 16 Jan 2026, 16:12:09 UTC |
13F-HR |
Genesis Financial Group, LLC |
2025 Q4
|
102
|
$172,238,019
|
| 16 Jan 2026, 15:59:42 UTC |
13F-HR |
BridgePort Financial Solutions, LLC |
2025 Q4
|
240
|
$372,232,680
|
| 16 Jan 2026, 15:57:15 UTC |
13F-HR |
SigFig Wealth Management, LLC |
2025 Q4
|
137
|
$3,354,971,494
|
| 16 Jan 2026, 15:56:05 UTC |
13F-HR |
Louisiana State Employees Retirement System |
2025 Q4
|
1,522
|
$5,827,198,002
|
| 16 Jan 2026, 15:52:56 UTC |
13F-HR |
Tempus Wealth Planning, LLC |
2025 Q4
|
275
|
$436,472,416
|
| 16 Jan 2026, 15:50:31 UTC |
13F-HR |
Eldred Rock Partners, LLC |
2025 Q4
|
32
|
$385,457,699
|
| 16 Jan 2026, 15:49:38 UTC |
13F-HR |
Morangie Management LLC |
2025 Q4
|
33
|
$125,407,389
|
| 16 Jan 2026, 15:49:22 UTC |
13F-HR |
Armstrong, Fleming & Moore, Inc |
2025 Q4
|
105
|
$216,487,244
|
| 16 Jan 2026, 15:48:30 UTC |
13F-HR |
Values Added Financial LLC |
2025 Q4
|
135
|
$236,873,238
|
| 16 Jan 2026, 15:47:48 UTC |
13F-HR |
Vanguard Capital Wealth Advisors |
2025 Q4
|
128
|
$125,016,332
|
| 16 Jan 2026, 15:46:55 UTC |
13F-HR |
Blossom Wealth Management |
2025 Q4
|
73
|
$60,583,423
|
| 16 Jan 2026, 15:40:52 UTC |
13F-HR |
Aberdeen Group plc |
2025 Q4
|
936
|
$64,591,025,794
|
| 16 Jan 2026, 15:38:00 UTC |
13F-HR |
RedJay Asset Management Inc. |
2025 Q4
|
0
|
$0
|
| 16 Jan 2026, 15:37:14 UTC |
13F-HR |
Biltmore Wealth Management, LLC |
2025 Q4
|
59
|
$264,939,765
|
| 16 Jan 2026, 15:28:52 UTC |
13F-HR |
Kendall Capital Management |
2025 Q4
|
230
|
$478,044,459
|
| 16 Jan 2026, 15:27:23 UTC |
13F-HR/A |
SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q3 - Restatement
|
42
|
$276,362,254
|
| 16 Jan 2026, 15:25:18 UTC |
13F-HR |
First Pacific Financial |
2025 Q4
|
487
|
$765,819,028
|
| 16 Jan 2026, 15:23:21 UTC |
13F-HR |
West Branch Capital LLC |
2025 Q4
|
415
|
$388,070,624
|
| 16 Jan 2026, 15:07:36 UTC |
13F-HR |
SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
43
|
$282,926,559
|
| 16 Jan 2026, 14:59:14 UTC |
13F-HR |
Marquette Asset Management, LLC |
2025 Q4
|
698
|
$677,336,938
|
| 16 Jan 2026, 14:47:19 UTC |
13F-HR |
BayBridge Capital Group, LLC |
2025 Q4
|
95
|
$161,398,213
|
| 16 Jan 2026, 14:46:11 UTC |
13F-HR |
CogentBlue Wealth Advisors, LLC |
2025 Q4
|
75
|
$146,750,908
|
| 16 Jan 2026, 14:45:20 UTC |
13F-HR |
Beaumont Financial Advisors, LLC |
2025 Q4
|
371
|
$1,518,045,388
|
| 16 Jan 2026, 14:43:01 UTC |
13F-HR |
Formidable Asset Management, LLC |
2025 Q4
|
394
|
$682,782,588
|
| 16 Jan 2026, 14:34:26 UTC |
13F-HR |
Life Planning Partners, Inc |
2025 Q4
|
66
|
$130,553,028
|
| 16 Jan 2026, 14:32:53 UTC |
13F-HR |
Worth Financial Advisory Group, LLC |
2025 Q4
|
180
|
$206,474,907
|
| 16 Jan 2026, 14:26:25 UTC |
13F-HR |
Keystone Financial Group, Inc. |
2025 Q4
|
135
|
$190,953,040
|
| 16 Jan 2026, 14:12:49 UTC |
13F-HR |
FNY Investment Advisers, LLC |
2025 Q4
|
773
|
$352,332,000
|
| 16 Jan 2026, 14:06:20 UTC |
13F-HR |
IVC Wealth Advisors LLC |
2025 Q4
|
179
|
$229,929,231
|
| 16 Jan 2026, 13:54:29 UTC |
13F-HR |
Elemental Capital Partners LLC |
2025 Q4
|
6
|
$187,957,089
|
| 16 Jan 2026, 13:38:54 UTC |
13F-HR |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
91
|
$279,393,602
|
| 16 Jan 2026, 13:38:06 UTC |
13F-HR |
EARNED WEALTH ADVISORS, LLC |
2025 Q4
|
353
|
$937,160,425
|
| 16 Jan 2026, 13:19:39 UTC |
13F-HR |
ASSET PLANNING SERVICES INC /LA/ /ADV |
2025 Q4
|
35
|
$226,358,000
|
| 16 Jan 2026, 13:11:16 UTC |
13F-HR |
Bestgate Wealth Advisors, LLC |
2025 Q4
|
53
|
$56,908,531
|
| 16 Jan 2026, 13:02:58 UTC |
13F-HR |
Dorato Capital Management |
2025 Q4
|
256
|
$133,279,937
|
| 16 Jan 2026, 12:48:27 UTC |
13F-HR |
Abacus Planning Group, Inc. |
2025 Q4
|
266
|
$751,250,743
|
| 16 Jan 2026, 12:46:03 UTC |
13F-HR/A |
Integrated Financial Solutions, Inc. |
2025 Q3 - Restatement
|
26
|
$145,142,936
|
| 16 Jan 2026, 12:45:34 UTC |
13F-HR |
Integrated Financial Solutions, Inc. |
2025 Q2
|
24
|
$116,913,168
|
| 16 Jan 2026, 12:33:34 UTC |
13F-HR |
AUGUSTINE ASSET MANAGEMENT INC |
2025 Q4
|
113
|
$500,846,581
|
| 16 Jan 2026, 12:32:49 UTC |
13F-HR |
Wealth Advisory Solutions, LLC |
2025 Q4
|
138
|
$429,042,112
|
| 16 Jan 2026, 12:26:21 UTC |
13F-HR |
R.H. Investment Group, LLC |
2025 Q4
|
33
|
$119,404,529
|
| 16 Jan 2026, 12:17:51 UTC |
13F-HR |
Crew Capital Management, Ltd |
2025 Q4
|
111
|
$158,862,322
|
| 16 Jan 2026, 12:12:25 UTC |
13F-HR |
Wall Street Financial Group, Inc. |
2025 Q4
|
96
|
$137,279,807
|
| 16 Jan 2026, 12:11:23 UTC |
13F-HR |
Wall Street Financial Group, Inc. |
2025 Q3
|
101
|
$136,201,296
|
| 16 Jan 2026, 12:10:23 UTC |
13F-HR |
Wall Street Financial Group, Inc. |
2025 Q2
|
80
|
$110,814,074
|
| 16 Jan 2026, 11:58:56 UTC |
13F-HR |
MATAURO, LLC |
2025 Q4
|
150
|
$664,248,211
|
| 16 Jan 2026, 11:58:11 UTC |
13F-HR |
Taylor & Morgan Wealth Management, LLC |
2025 Q4
|
80
|
$178,422,830
|
| 16 Jan 2026, 11:57:32 UTC |
13F-HR |
MONTGOMERY INVESTMENT MANAGEMENT INC |
2025 Q4
|
96
|
$277,929,805
|
| 16 Jan 2026, 11:55:22 UTC |
13F-HR |
Catalina Capital Group, LLC |
2025 Q4
|
161
|
$163,047,315
|
| 16 Jan 2026, 11:53:26 UTC |
13F-HR |
Walker Asset Management, LLC |
2025 Q4
|
140
|
$186,090,778
|
| 16 Jan 2026, 11:51:05 UTC |
13F-HR |
HF Advisory Group, LLC |
2025 Q4
|
174
|
$132,905,846
|
| 16 Jan 2026, 11:46:06 UTC |
13F-HR |
VISTA INVESTMENT PARTNERS LLC |
2025 Q4
|
161
|
$380,744,202
|
| 16 Jan 2026, 11:43:42 UTC |
13F-HR |
YHB Investment Advisors, Inc. |
2025 Q4
|
296
|
$1,447,466,738
|
| 16 Jan 2026, 11:43:35 UTC |
13F-HR |
Selective Wealth Management, Inc. |
2025 Q4
|
108
|
$320,323,058
|
| 16 Jan 2026, 11:43:23 UTC |
13F-HR |
Clio Asset Management LLC |
2025 Q4
|
14
|
$128,766,837
|
| 16 Jan 2026, 11:40:46 UTC |
13F-HR |
Meredith Wealth Planning |
2025 Q4
|
62
|
$335,893,817
|
| 16 Jan 2026, 11:40:07 UTC |
13F-HR |
Mattern Wealth Management LLC |
2025 Q4
|
156
|
$519,483,675
|
| 16 Jan 2026, 11:38:46 UTC |
13F-HR |
SWS Partners |
2025 Q4
|
115
|
$400,699,580
|