| 15 Jan 2026, 15:46:06 UTC |
13F-HR |
Great Waters Wealth Management |
2025 Q4
|
117
|
$909,007,279
|
| 15 Jan 2026, 15:45:41 UTC |
13F-HR |
Three Seasons Wealth, LLC |
2025 Q4
|
189
|
$1,048,875,411
|
| 15 Jan 2026, 15:44:38 UTC |
13F-HR |
ERn Financial, LLC |
2025 Q4
|
146
|
$531,853,406
|
| 15 Jan 2026, 15:42:51 UTC |
13F-HR |
Fortitude Family Office, LLC |
2025 Q4
|
1,917
|
$426,962,793
|
| 15 Jan 2026, 15:42:47 UTC |
13F-HR |
Community Financial Services Group, LLC |
2025 Q4
|
98
|
$544,602,960
|
| 15 Jan 2026, 15:42:29 UTC |
13F-HR |
Cherry Creek Investment Advisors, Inc. |
2025 Q4
|
117
|
$233,835,297
|
| 15 Jan 2026, 15:34:46 UTC |
13F-HR |
BTC Capital Management, Inc. |
2025 Q4
|
207
|
$1,433,026,612
|
| 15 Jan 2026, 15:27:35 UTC |
13F-HR |
Investment Partners Asset Management, Inc. |
2025 Q4
|
159
|
$160,637,911
|
| 15 Jan 2026, 15:21:03 UTC |
13F-HR |
Cobblestone Asset Management LLC |
2025 Q4
|
70
|
$222,776,081
|
| 15 Jan 2026, 15:20:54 UTC |
13F-HR |
Nikulski Financial, Inc. |
2025 Q4
|
166
|
$418,265,681
|
| 15 Jan 2026, 15:20:37 UTC |
13F-HR |
ACT WEALTH MANAGEMENT, LLC |
2025 Q4
|
61
|
$305,740,556
|
| 15 Jan 2026, 15:17:58 UTC |
13F-HR |
ADG Wealth Management Group, LLC |
2025 Q4
|
41
|
$132,014,950
|
| 15 Jan 2026, 15:15:48 UTC |
13F-HR |
Fulcrum Capital LLC |
2025 Q4
|
99
|
$497,955,015
|
| 15 Jan 2026, 15:11:03 UTC |
13F-HR |
Santori & Peters, Inc. |
2025 Q4
|
71
|
$293,004,158
|
| 15 Jan 2026, 15:02:05 UTC |
13F-HR |
MEYER HANDELMAN CO |
2025 Q4
|
214
|
$3,193,739,667
|
| 15 Jan 2026, 14:52:24 UTC |
13F-HR |
MOODY LYNN & LIEBERSON, LLC |
2025 Q4
|
265
|
$1,886,852,052
|
| 15 Jan 2026, 14:51:41 UTC |
13F-HR |
GFG Capital, LLC |
2025 Q4
|
63
|
$280,661,033
|
| 15 Jan 2026, 14:51:08 UTC |
13F-HR |
MFA Wealth Services |
2025 Q4
|
117
|
$148,001,021
|
| 15 Jan 2026, 14:49:25 UTC |
13F-HR |
Heirloom Wealth Management |
2025 Q4
|
43
|
$432,632,918
|
| 15 Jan 2026, 14:45:56 UTC |
13F-HR |
Fifth Third Wealth Advisors LLC |
2025 Q4
|
788
|
$2,850,414,049
|
| 15 Jan 2026, 14:44:37 UTC |
13F-HR |
Archford Capital Strategies, LLC |
2025 Q4
|
334
|
$858,071,999
|
| 15 Jan 2026, 14:41:46 UTC |
13F-HR |
Guided Capital Wealth Management, LLC |
2025 Q4
|
36
|
$142,688,639
|
| 15 Jan 2026, 14:39:37 UTC |
13F-HR |
SHRIER WEALTH MANAGEMENT, LLC |
2025 Q4
|
126
|
$253,888,887
|
| 15 Jan 2026, 14:36:57 UTC |
13F-HR |
Avant Financial Advisors LLC |
2025 Q4
|
67
|
$139,136,627
|
| 15 Jan 2026, 14:36:44 UTC |
13F-HR |
Brady Martz Wealth Solutions, LLC |
2025 Q4
|
173
|
$567,940,740
|
| 15 Jan 2026, 14:36:29 UTC |
13F-HR |
Xena Financial Planning, LLC |
2025 Q4
|
35
|
$85,164,295
|
| 15 Jan 2026, 14:35:59 UTC |
13F-HR |
DOCK STREET ASSET MANAGEMENT INC |
2025 Q4
|
47
|
$1,091,489,233
|
| 15 Jan 2026, 14:33:00 UTC |
13F-HR |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q4
|
210
|
$823,046,492
|
| 15 Jan 2026, 14:31:33 UTC |
13F-HR |
AFFINITY WEALTH MANAGEMENT LLC |
2025 Q4
|
107
|
$703,381,440
|
| 15 Jan 2026, 14:31:17 UTC |
13F-HR |
ROCKLAND TRUST CO |
2025 Q4
|
304
|
$2,539,522,441
|
| 15 Jan 2026, 14:30:00 UTC |
13F-HR |
Saxony Capital Management, LLC |
2025 Q4
|
161
|
$163,125,605
|
| 15 Jan 2026, 14:26:55 UTC |
13F-HR |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q4
|
77
|
$508,696,069
|
| 15 Jan 2026, 14:24:38 UTC |
13F-HR |
Parkwoods Wealth Partners, LLC |
2025 Q4
|
108
|
$339,918,641
|
| 15 Jan 2026, 14:12:52 UTC |
13F-HR |
Lord & Richards Wealth Management, LLC |
2025 Q4
|
51
|
$116,438,960
|
| 15 Jan 2026, 14:01:37 UTC |
13F-HR |
Stewardship Advisors, LLC |
2025 Q4
|
162
|
$432,647,624
|
| 15 Jan 2026, 14:00:38 UTC |
13F-HR |
Professional Financial Advisors, LLC |
2025 Q4
|
130
|
$489,569,112
|
| 15 Jan 2026, 13:56:17 UTC |
13F-HR |
ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q4
|
101
|
$216,868,063
|
| 15 Jan 2026, 13:55:05 UTC |
13F-HR |
Raub Brock Capital Management LP |
2025 Q4
|
40
|
$448,941,663
|
| 15 Jan 2026, 13:54:52 UTC |
13F-HR |
Royal Fund Management, LLC |
2025 Q4
|
251
|
$1,089,802,578
|
| 15 Jan 2026, 13:47:37 UTC |
13F-HR |
Range Financial Group LLC |
2025 Q4
|
195
|
$289,002,028
|
| 15 Jan 2026, 13:47:35 UTC |
13F-HR |
Lewis Asset Management, LLC |
2025 Q4
|
185
|
$245,568,136
|
| 15 Jan 2026, 13:46:05 UTC |
13F-HR |
SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q4
|
308
|
$471,591,733
|
| 15 Jan 2026, 13:43:56 UTC |
13F-HR |
Alpine Bank Wealth Management |
2025 Q4
|
149
|
$706,770,368
|
| 15 Jan 2026, 13:41:24 UTC |
13F-HR |
Foundation Wealth Management, LLC\PA |
2025 Q4
|
93
|
$275,582,919
|
| 15 Jan 2026, 13:41:16 UTC |
13F-HR |
INDEPENDENT INVESTORS INC |
2025 Q4
|
69
|
$538,141,997
|
| 15 Jan 2026, 13:40:54 UTC |
13F-HR |
Paller Financial Services Inc |
2025 Q4
|
45
|
$124,736,856
|
| 15 Jan 2026, 13:40:04 UTC |
13F-HR |
Shum Financial Group, Inc. |
2025 Q4
|
92
|
$138,827,275
|
| 15 Jan 2026, 13:39:12 UTC |
13F-HR |
Hara Capital LLC |
2025 Q4
|
298
|
$179,737,489
|
| 15 Jan 2026, 13:33:23 UTC |
13F-HR |
FOSTER & MOTLEY INC |
2025 Q4
|
387
|
$1,875,191,000
|
| 15 Jan 2026, 13:31:53 UTC |
13F-HR |
BIRCH FINANCIAL GROUP, LLC |
2025 Q4
|
136
|
$175,381,372
|
| 15 Jan 2026, 13:30:17 UTC |
13F-HR |
25 LLC |
2025 Q4
|
71
|
$315,124,637
|
| 15 Jan 2026, 13:26:54 UTC |
13F-HR |
Sollinda Capital Management LLC |
2025 Q4
|
74
|
$391,466,957
|
| 15 Jan 2026, 13:15:14 UTC |
13F-HR |
GEN Financial Management, INC. |
2025 Q4
|
47
|
$158,827,072
|
| 15 Jan 2026, 13:10:02 UTC |
13F-HR |
Strategic Point Investment Advisors, LLC |
2025 Q4
|
37
|
$723,162,762
|
| 15 Jan 2026, 13:06:20 UTC |
13F-HR |
Hofer & Associates. Inc |
2025 Q4
|
66
|
$188,744,804
|
| 15 Jan 2026, 12:59:41 UTC |
13F-HR |
OxenFree Capital LLC |
2025 Q4
|
48
|
$190,233,268
|
| 15 Jan 2026, 12:56:35 UTC |
13F-HR |
JP Wealth Management, Inc. |
2025 Q4
|
15
|
$141,469,304
|
| 15 Jan 2026, 12:56:35 UTC |
13F-HR |
MOTIVE WEALTH ADVISORS |
2025 Q4
|
92
|
$234,804,125
|
| 15 Jan 2026, 12:48:58 UTC |
13F-HR |
4J Wealth Management LLC |
2025 Q4
|
98
|
$174,704,605
|
| 15 Jan 2026, 12:46:02 UTC |
13F-HR |
Refined Wealth Management |
2025 Q4
|
43
|
$148,564,364
|
| 15 Jan 2026, 12:42:37 UTC |
13F-HR |
C. F. David Boit |
2025 Q4
|
120
|
$231,374,044
|
| 15 Jan 2026, 12:40:03 UTC |
13F-HR |
Trust Co |
2025 Q4
|
889
|
$1,066,194,310
|
| 15 Jan 2026, 12:33:40 UTC |
13F-HR |
Rochester Wealth Strategies, LLC |
2025 Q4
|
24
|
$159,254,010
|
| 15 Jan 2026, 12:33:04 UTC |
13F-HR |
LifeGoal Investments, LLC |
2025 Q4
|
74
|
$146,934,223
|
| 15 Jan 2026, 12:21:03 UTC |
13F-HR |
SILVER OAK SECURITIES, INCORPORATED |
2025 Q4
|
808
|
$1,479,988,098
|
| 15 Jan 2026, 12:17:44 UTC |
13F-HR |
McGlone Suttner Wealth Management, Inc. |
2025 Q4
|
190
|
$743,430,232
|
| 15 Jan 2026, 12:07:12 UTC |
13F-HR |
DIXON FNANCIAL SERVICES, INC. |
2025 Q4
|
46
|
$225,552,662
|
| 15 Jan 2026, 12:05:08 UTC |
13F-HR |
Infinity Wealth Counsel, LLC |
2025 Q4
|
62
|
$109,768,896
|
| 15 Jan 2026, 11:55:38 UTC |
13F-HR |
Jaffetilchin Investment Partners, LLC |
2025 Q4
|
453
|
$1,709,889,313
|
| 15 Jan 2026, 11:50:30 UTC |
13F-HR |
Allspring Global Investments Holdings, LLC |
2025 Q4
|
1,689
|
$61,731,582,386
|
| 15 Jan 2026, 11:42:28 UTC |
13F-HR |
ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q4
|
105
|
$4,496,523,450
|
| 15 Jan 2026, 11:42:05 UTC |
13F-HR |
Brookstone Capital Management |
2025 Q4
|
1,162
|
$8,741,195,727
|
| 15 Jan 2026, 11:39:49 UTC |
13F-HR |
Gleason Group, Inc. |
2025 Q4
|
213
|
$1,019,810,759
|
| 15 Jan 2026, 11:36:20 UTC |
13F-HR |
William Marsh Rice University |
2025 Q4
|
2
|
$203,462,375
|
| 15 Jan 2026, 11:36:06 UTC |
13F-HR |
Bernard Wealth Management Corp. |
2025 Q4
|
356
|
$246,471,063
|
| 15 Jan 2026, 11:34:02 UTC |
13F-HR |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2025 Q4
|
214
|
$10,231,261,376
|
| 15 Jan 2026, 11:22:51 UTC |
13F-HR |
KIECKHEFER GROUP LLC |
2025 Q4
|
54
|
$210,162,808
|
| 15 Jan 2026, 11:19:19 UTC |
13F-HR |
Stockman Wealth Management, Inc. |
2025 Q4
|
175
|
$785,874,338
|
| 15 Jan 2026, 11:18:27 UTC |
13F-HR |
ACIMA PRIVATE WEALTH, LLC |
2025 Q4
|
176
|
$322,231,991
|
| 15 Jan 2026, 11:05:19 UTC |
13F-HR |
Signature Wealth Management Group |
2025 Q4
|
106
|
$245,275,795
|
| 15 Jan 2026, 10:54:26 UTC |
13F-HR |
Solitude Financial Services |
2025 Q4
|
38
|
$303,311,775
|
| 15 Jan 2026, 10:53:32 UTC |
13F-HR |
Paladin Wealth, LLC |
2025 Q4
|
120
|
$146,458,062
|
| 15 Jan 2026, 10:52:19 UTC |
13F-HR |
Windsor Capital Management, LLC |
2025 Q4
|
121
|
$362,282,250
|
| 15 Jan 2026, 10:37:43 UTC |
13F-HR |
Lighthouse Wealth Management Inc. |
2025 Q4
|
43
|
$146,369,155
|
| 15 Jan 2026, 10:37:20 UTC |
13F-HR |
Financial Planning Hawaii, Inc. |
2025 Q4
|
128
|
$173,570,496
|
| 15 Jan 2026, 10:26:20 UTC |
13F-HR |
REBALANCE, LLC |
2025 Q4
|
106
|
$1,710,926,408
|
| 15 Jan 2026, 10:24:27 UTC |
13F-HR |
QSM Asset Management Ltd |
2025 Q4
|
21
|
$174,733,270
|
| 15 Jan 2026, 10:23:52 UTC |
13F-HR |
Alhambra Investment Management LLC |
2025 Q4
|
175
|
$214,960,806
|
| 15 Jan 2026, 10:22:39 UTC |
13F-HR |
DELTA CAPITAL MANAGEMENT LLC |
2025 Q4
|
99
|
$177,004,000
|
| 15 Jan 2026, 10:16:36 UTC |
13F-HR |
James Hambro & Partners LLP |
2025 Q4
|
55
|
$2,798,930,788
|
| 15 Jan 2026, 10:13:46 UTC |
13F-HR/A |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q3 - Restatement
|
220
|
$2,259,565,251
|
| 15 Jan 2026, 10:12:30 UTC |
13F-HR |
SHAH CAPITAL MANAGEMENT |
2025 Q4
|
12
|
$518,511,008
|
| 15 Jan 2026, 10:09:35 UTC |
13F-HR |
apricus wealth, LLC |
2025 Q4
|
121
|
$195,802,938
|
| 15 Jan 2026, 09:50:11 UTC |
13F-HR |
Boston Common Asset Management, LLC |
2025 Q4
|
196
|
$1,973,560,451
|
| 15 Jan 2026, 09:48:25 UTC |
13F-HR |
Savior LLC |
2025 Q4
|
20
|
$27,688,143
|
| 15 Jan 2026, 09:45:21 UTC |
13F-HR |
ORRSTOWN FINANCIAL SERVICES INC |
2025 Q4
|
118
|
$599,807,779
|
| 15 Jan 2026, 09:45:17 UTC |
13F-HR |
COREPATH WEALTH PARTNERS LLC |
2025 Q4
|
42
|
$149,136,658
|
| 15 Jan 2026, 09:38:43 UTC |
13F-HR |
Retirement Systems of Alabama |
2025 Q4
|
943
|
$30,802,722,650
|
| 15 Jan 2026, 09:38:19 UTC |
13F-HR |
Pacific Capital Partners Ltd |
2025 Q4
|
36
|
$94,160,860
|
| 15 Jan 2026, 09:35:44 UTC |
13F-HR |
HARRELL INVESTMENT PARTNERS, LLC |
2025 Q4
|
127
|
$424,028,770
|