| 08 Jan 2026, 18:33:23 UTC |
13F-HR |
FOCUS Wealth Advisors, LLC |
2025 Q4
|
58
|
$214,898,292
|
| 08 Jan 2026, 18:33:00 UTC |
13F-HR |
Affinity Capital Advisors, LLC |
2025 Q4
|
173
|
$722,576,922
|
| 08 Jan 2026, 18:32:42 UTC |
13F-HR |
TABR Capital Management, LLC |
2025 Q4
|
103
|
$257,841,615
|
| 08 Jan 2026, 18:32:41 UTC |
13F-HR |
180 WEALTH ADVISORS, LLC |
2025 Q4
|
471
|
$878,285,894
|
| 08 Jan 2026, 18:32:16 UTC |
13F-HR |
Carr Financial Group Corp |
2025 Q4
|
179
|
$375,464,468
|
| 08 Jan 2026, 18:31:54 UTC |
13F-HR |
INSPIRION WEALTH ADVISORS, LLC |
2025 Q4
|
169
|
$816,706,065
|
| 08 Jan 2026, 18:30:51 UTC |
13F-HR |
Capital CS Group, LLC |
2025 Q4
|
57
|
$63,124,086
|
| 08 Jan 2026, 18:30:32 UTC |
13F-HR |
Dynamic Advisor Solutions LLC |
2025 Q4
|
932
|
$3,116,420,564
|
| 08 Jan 2026, 18:30:02 UTC |
13F-HR |
Graves Light Lenhart Wealth, Inc. |
2025 Q4
|
191
|
$942,923,385
|
| 08 Jan 2026, 18:29:44 UTC |
13F-HR |
Post Resch Tallon Group Inc. |
2025 Q4
|
109
|
$118,392,733
|
| 08 Jan 2026, 18:29:31 UTC |
13F-HR |
Hardin Capital Partners, LLC |
2025 Q4
|
132
|
$211,630,264
|
| 08 Jan 2026, 18:19:37 UTC |
13F-HR |
Silver Lake Advisory, LLC |
2025 Q4
|
103
|
$257,841,615
|
| 08 Jan 2026, 18:14:28 UTC |
13F-HR |
Pacifica Partners Inc. |
2025 Q4
|
435
|
$225,064,738
|
| 08 Jan 2026, 18:06:23 UTC |
13F-HR |
ELEVATION WEALTH PARTNERS, LLC |
2025 Q4
|
955
|
$282,379,500
|
| 08 Jan 2026, 17:54:18 UTC |
13F-HR |
Marshall Financial Group, LLC |
2025 Q4
|
288
|
$515,312,045
|
| 08 Jan 2026, 17:53:02 UTC |
13F-HR |
Tactive Advisors, LLC |
2025 Q4
|
255
|
$341,340,170
|
| 08 Jan 2026, 17:50:19 UTC |
13F-HR |
Capstone Wealth Management Group LLC |
2025 Q4
|
129
|
$165,102,142
|
| 08 Jan 2026, 17:49:09 UTC |
13F-HR |
Independence Wealth Advisors, LLC |
2025 Q4
|
83
|
$177,779,898
|
| 08 Jan 2026, 17:48:03 UTC |
13F-HR |
LWM ADVISORS INC |
2025 Q4
|
29
|
$113,699,107
|
| 08 Jan 2026, 17:46:50 UTC |
13F-HR |
ZynergyRetirementPlanningLLC |
2025 Q4
|
26
|
$161,967,111
|
| 08 Jan 2026, 17:45:34 UTC |
13F-HR |
Teamwork Financial Advisors, LLC |
2025 Q4
|
173
|
$938,441,923
|
| 08 Jan 2026, 17:41:02 UTC |
13F-HR |
Peterson Wealth Advisors, LLC |
2025 Q4
|
107
|
$750,085,298
|
| 08 Jan 2026, 17:37:57 UTC |
13F-HR |
Leverty Financial Group, LLC |
2025 Q4
|
48
|
$418,044,815
|
| 08 Jan 2026, 17:35:46 UTC |
13F-HR |
Baron Financial Group, LLC |
2025 Q4
|
57
|
$186,507,821
|
| 08 Jan 2026, 17:01:43 UTC |
13F-HR |
BRAVE ASSET MANAGEMENT INC |
2025 Q4
|
166
|
$423,879,561
|
| 08 Jan 2026, 16:54:59 UTC |
13F-HR |
Somnio Financial Group, LLC |
2025 Q4
|
14
|
$151,278,805
|
| 08 Jan 2026, 16:37:54 UTC |
13F-HR/A |
SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q2 - Restatement
|
39
|
$106,450,737
|
| 08 Jan 2026, 16:29:59 UTC |
13F-HR |
Ridgeline Wealth, LLC |
2025 Q4
|
52
|
$144,193,913
|
| 08 Jan 2026, 16:27:43 UTC |
13F-HR |
Goodman Financial Corp |
2025 Q4
|
71
|
$527,995,690
|
| 08 Jan 2026, 16:14:22 UTC |
13F-HR |
TOMPKINS FINANCIAL CORP |
2025 Q4
|
636
|
$1,285,970,783
|
| 08 Jan 2026, 16:10:24 UTC |
13F-HR |
PMV Capital Advisers, LLC |
2025 Q4
|
86
|
$54,907,787
|
| 08 Jan 2026, 16:01:46 UTC |
13F-HR |
SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q4
|
38
|
$120,591,040
|
| 08 Jan 2026, 15:35:56 UTC |
13F-HR |
Asempa Wealth Advisors |
2025 Q4
|
113
|
$116,081,495
|
| 08 Jan 2026, 15:23:04 UTC |
13F-HR |
ADIRONDACK TRUST CO |
2025 Q4
|
537
|
$304,016,105
|
| 08 Jan 2026, 15:01:59 UTC |
13F-HR |
Norway Savings Bank |
2025 Q4
|
105
|
$216,226,674
|
| 08 Jan 2026, 14:47:19 UTC |
13F-HR |
Centerline Wealth Advisors, LLC |
2025 Q4
|
60
|
$276,195,884
|
| 08 Jan 2026, 14:44:40 UTC |
13F-HR |
BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q4
|
284
|
$405,805,210
|
| 08 Jan 2026, 14:42:10 UTC |
13F-HR |
FULTON BANK, N.A. |
2025 Q4
|
668
|
$2,893,950,828
|
| 08 Jan 2026, 14:26:44 UTC |
13F-HR |
O'Keefe Stevens Advisory, Inc. |
2025 Q4
|
66
|
$385,333,490
|
| 08 Jan 2026, 14:24:32 UTC |
13F-HR |
BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q4
|
40
|
$244,998,581
|
| 08 Jan 2026, 14:21:34 UTC |
13F-HR |
Traveka Wealth, LLC |
2025 Q4
|
188
|
$245,635,167
|
| 08 Jan 2026, 14:15:16 UTC |
13F-HR |
FIRETHORN WEALTH PARTNERS, LLC |
2025 Q4
|
190
|
$267,299,052
|
| 08 Jan 2026, 14:00:25 UTC |
13F-HR |
Spartan Planning & Wealth Management |
2025 Q4
|
79
|
$135,529,258
|
| 08 Jan 2026, 13:48:29 UTC |
13F-HR |
BENNETT SELBY INVESTMENTS LP |
2025 Q4
|
84
|
$310,516,880
|
| 08 Jan 2026, 13:48:10 UTC |
13F-HR |
Kearns & Associates LLC |
2025 Q4
|
40
|
$193,572,730
|
| 08 Jan 2026, 13:42:13 UTC |
13F-HR |
THREADGILL FINANCIAL, LLC |
2025 Q4
|
55
|
$240,852,040
|
| 08 Jan 2026, 13:36:43 UTC |
13F-HR |
FINANCIAL MANAGEMENT NETWORK INC |
2025 Q4
|
186
|
$631,963,629
|
| 08 Jan 2026, 13:36:00 UTC |
13F-HR |
Ulland Investment Advisors, LLC |
2025 Q4
|
214
|
$124,931,000
|
| 08 Jan 2026, 13:11:12 UTC |
13F-HR |
STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q4
|
26
|
$1,497,425,042
|
| 08 Jan 2026, 13:10:31 UTC |
13F-HR |
DAGCO, INC. |
2025 Q4
|
380
|
$432,960,994
|
| 08 Jan 2026, 13:05:22 UTC |
13F-HR |
Elmwood Wealth Management, Inc. |
2025 Q4
|
171
|
$316,591,995
|
| 08 Jan 2026, 13:00:50 UTC |
13F-HR |
Aurora Investment Managers, LLC. |
2025 Q4
|
45
|
$176,414,000
|
| 08 Jan 2026, 12:50:08 UTC |
13F-HR |
Versant Capital Management, Inc |
2025 Q4
|
2,638
|
$797,103,623
|
| 08 Jan 2026, 12:42:17 UTC |
13F-HR |
Gladwyn Financial Advisors, Inc. |
2025 Q4
|
87
|
$142,323,246
|
| 08 Jan 2026, 12:38:32 UTC |
13F-HR |
True Wealth Design, LLC |
2025 Q4
|
2,556
|
$341,138,956
|
| 08 Jan 2026, 12:31:31 UTC |
13F-HR |
Gradient Investments LLC |
2025 Q4
|
343
|
$6,299,801,106
|
| 08 Jan 2026, 12:17:52 UTC |
13F-HR |
M. Kulyk & Associates, LLC |
2025 Q4
|
107
|
$523,335,705
|
| 08 Jan 2026, 12:14:59 UTC |
13F-HR |
Efficient Advisors, LLC |
2025 Q4
|
58
|
$1,713,158,933
|
| 08 Jan 2026, 12:09:28 UTC |
13F-HR |
Sound View Wealth Advisors Group, LLC |
2025 Q4
|
416
|
$1,490,744,932
|
| 08 Jan 2026, 11:55:27 UTC |
13F-HR |
Regent Peak Wealth Advisors LLC |
2025 Q4
|
192
|
$504,307,998
|
| 08 Jan 2026, 11:49:43 UTC |
13F-HR |
Agate Pass Investment Management, LLC |
2025 Q4
|
106
|
$269,173,248
|
| 08 Jan 2026, 11:36:28 UTC |
13F-HR |
Waycross Investment Management Co |
2025 Q4
|
47
|
$113,744,137
|
| 08 Jan 2026, 11:33:00 UTC |
13F-HR |
Gridiron Partners, LLC |
2025 Q4
|
59
|
$175,538,705
|
| 08 Jan 2026, 11:24:16 UTC |
13F-HR |
Thoma Capital Management LLC |
2025 Q4
|
60
|
$173,584,259
|
| 08 Jan 2026, 11:23:20 UTC |
13F-HR |
Legacy Private Trust Co. |
2025 Q4
|
258
|
$1,696,827,469
|
| 08 Jan 2026, 11:17:10 UTC |
13F-HR |
Peoples Bank/KS |
2025 Q4
|
98
|
$99,459,321
|
| 08 Jan 2026, 11:01:48 UTC |
13F-HR |
Gryphon Financial Partners LLC |
2025 Q4
|
332
|
$934,686,525
|
| 08 Jan 2026, 10:50:52 UTC |
13F-HR |
ARMSTRONG ADVISORY GROUP, INC |
2025 Q4
|
951
|
$1,479,687,467
|
| 08 Jan 2026, 10:50:14 UTC |
13F-HR |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q4
|
3,623
|
$73,710,120,874
|
| 08 Jan 2026, 10:43:02 UTC |
13F-HR |
NorthCrest Asset Manangement, LLC |
2025 Q4
|
813
|
$4,481,901,476
|
| 08 Jan 2026, 10:42:55 UTC |
13F-HR |
DDFG, Inc |
2025 Q4
|
87
|
$456,798,628
|
| 08 Jan 2026, 10:38:07 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q4
|
336
|
$120,652,951
|
| 08 Jan 2026, 10:37:31 UTC |
13F-HR |
Grove Bank & Trust |
2025 Q4
|
856
|
$889,025,728
|
| 08 Jan 2026, 10:26:53 UTC |
13F-HR |
WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2025 Q4
|
94
|
$344,428,250
|
| 08 Jan 2026, 10:25:28 UTC |
13F-HR |
MOLLER WEALTH PARTNERS |
2025 Q4
|
69
|
$477,528,075
|
| 08 Jan 2026, 10:09:47 UTC |
13F-HR |
Oliver Luxxe Assets LLC |
2025 Q4
|
189
|
$656,928,547
|
| 08 Jan 2026, 10:06:32 UTC |
13F-HR |
GENESIS PRIVATE WEALTH, LLC |
2025 Q4
|
180
|
$322,251,353
|
| 08 Jan 2026, 09:45:17 UTC |
13F-HR |
Wedmont Private Capital |
2025 Q4
|
806
|
$2,878,198,503
|
| 08 Jan 2026, 09:42:14 UTC |
13F-HR |
Aveo Capital Partners, LLC |
2025 Q4
|
0
|
$0
|
| 08 Jan 2026, 09:29:11 UTC |
13F-HR |
Sincerus Advisory, LLC |
2025 Q4
|
74
|
$124,383,297
|
| 08 Jan 2026, 09:26:08 UTC |
13F-HR |
Old Port Advisors |
2025 Q4
|
230
|
$405,939,881
|
| 08 Jan 2026, 09:12:58 UTC |
13F-HR |
Profit Investment Management, LLC |
2025 Q4
|
35
|
$24,728,912
|
| 08 Jan 2026, 09:08:16 UTC |
13F-HR |
SANDERS MORRIS HARRIS LLC |
2025 Q4
|
35
|
$64,718,978
|
| 08 Jan 2026, 09:07:15 UTC |
13F-HR |
SL ADVISORS, LLC |
2025 Q4
|
32
|
$48,838,226
|
| 08 Jan 2026, 09:02:03 UTC |
13F-HR |
SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
58
|
$182,211,958
|
| 08 Jan 2026, 09:00:42 UTC |
13F-HR |
SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q4
|
287
|
$894,803,509
|
| 08 Jan 2026, 08:59:20 UTC |
13F-HR |
Hutchens & Kramer Investment Management Group, LLC |
2025 Q4
|
177
|
$289,503,249
|
| 08 Jan 2026, 08:57:56 UTC |
13F-HR |
MKT Advisors LLC |
2025 Q4
|
163
|
$293,052,724
|
| 08 Jan 2026, 08:56:36 UTC |
13F-HR |
Maridea Wealth Management LLC |
2025 Q4
|
399
|
$664,075,996
|
| 08 Jan 2026, 08:54:30 UTC |
13F-HR |
Choice Wealth Advisors, LLC |
2025 Q4
|
33
|
$252,939,163
|
| 08 Jan 2026, 08:49:03 UTC |
13F-HR |
AdviceOne Advisory Services, LLC |
2025 Q4
|
39
|
$169,198,677
|
| 08 Jan 2026, 08:48:30 UTC |
13F-HR |
Fermata Advisors, LLC |
2025 Q4
|
217
|
$416,619,080
|
| 08 Jan 2026, 08:48:06 UTC |
13F-HR |
Pine Haven Investment Counsel, Inc |
2025 Q4
|
116
|
$140,546,145
|
| 08 Jan 2026, 08:47:47 UTC |
13F-HR |
Sarasin & Partners LLP |
2025 Q4
|
77
|
$9,631,699,737
|
| 08 Jan 2026, 08:47:04 UTC |
13F-HR |
Sprinkle Financial Consultants LLC |
2025 Q4
|
88
|
$196,838,871
|
| 08 Jan 2026, 08:45:46 UTC |
13F-HR |
Lincoln Capital LLC |
2025 Q4
|
131
|
$551,842,886
|
| 08 Jan 2026, 08:44:36 UTC |
13F-HR |
GSG Advisors LLC |
2025 Q4
|
134
|
$387,408,534
|
| 08 Jan 2026, 08:44:18 UTC |
13F-HR |
INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q4
|
60
|
$150,420,930
|
| 08 Jan 2026, 08:42:15 UTC |
13F-HR |
Tuttle Capital Management, LLC |
2025 Q4
|
101
|
$45,218,116
|
| 08 Jan 2026, 07:04:52 UTC |
13F-HR |
NORDEA INVESTMENT MANAGEMENT AB |
2025 Q4
|
859
|
$116,449,456,925
|