| 04 Feb 2026, 06:13:59 UTC |
13F-HR |
Osprey Private Wealth LLC |
2025 Q4
|
79
|
$347,474,732
|
| 04 Feb 2026, 14:24:22 UTC |
13F-HR |
Timonier Family Office, LTD. |
2025 Q4
|
56
|
$315,097,815
|
| 04 Feb 2026, 13:51:59 UTC |
13F-HR |
LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q4
|
38
|
$338,573,476
|
| 04 Feb 2026, 14:47:23 UTC |
13F-HR |
Cascades Capital Asset Management, LLC |
2025 Q4
|
165
|
$238,911,547
|
| 04 Feb 2026, 12:12:00 UTC |
13F-HR |
Ashoka WhiteOak Capital Pte Ltd |
2025 Q4
|
17
|
$262,573,000
|
| 03 Feb 2026, 21:25:43 UTC |
13F-HR |
GCQ FUNDS MANAGEMENT PTY Ltd |
2025 Q4
|
10
|
$726,341,090
|
| 04 Feb 2026, 09:28:21 UTC |
13F-HR |
Cannon Financial Strategists, Inc. |
2025 Q4
|
100
|
$719,323,370
|
| 04 Feb 2026, 16:24:00 UTC |
13F-HR |
American Family Investments, Inc. |
2025 Q4
|
11
|
$2,778,442,824
|
| 04 Feb 2026, 09:09:54 UTC |
13F-HR |
Katamaran Capital LLP |
2025 Q4
|
34
|
$132,140,364
|
| 04 Feb 2026, 11:58:02 UTC |
13F-HR |
RAELIPSKIE PARTNERSHIP |
2025 Q4
|
117
|
$238,501,472
|
| 03 Feb 2026, 17:41:08 UTC |
13F-HR |
LRI Investments, LLC |
2025 Q4
|
1,371
|
$1,201,483,399
|
| 03 Feb 2026, 21:46:57 UTC |
13F-HR |
Income Insurance Ltd |
2025 Q4
|
159
|
$154,226,945
|
| 04 Feb 2026, 10:47:33 UTC |
13F-HR |
49 WEALTH MANAGEMENT, LLC |
2025 Q4
|
199
|
$1,228,654,729
|
| 04 Feb 2026, 11:52:51 UTC |
13F-HR |
Gratus Wealth Advisors, LLC |
2025 Q4
|
128
|
$721,213,313
|
| 04 Feb 2026, 14:52:08 UTC |
13F-HR |
GGM Financials LLC |
2025 Q4
|
225
|
$205,809,948
|
| 04 Feb 2026, 15:06:42 UTC |
13F-HR |
Cascade Wealth Advisors, Inc |
2025 Q4
|
57
|
$216,860,844
|
| 04 Feb 2026, 12:31:16 UTC |
13F-HR |
Glass Wealth Management Co LLC |
2025 Q4
|
57
|
$243,767,309
|
| 04 Feb 2026, 16:39:32 UTC |
13F-HR |
VanderPol Investments L.L.C. |
2025 Q4
|
56
|
$52,410,710
|
| 04 Feb 2026, 16:55:00 UTC |
13F-HR |
Heritage Wealth Management, Inc. /CA/ |
2025 Q4
|
89
|
$154,449,822
|
| 04 Feb 2026, 15:11:53 UTC |
13F-HR |
PATRICK M SWEENEY & ASSOCIATES, INC |
2025 Q4
|
159
|
$159,880,939
|
| 04 Feb 2026, 13:25:05 UTC |
13F-HR |
OPINICUS CAPITAL, INC. |
2025 Q4
|
102
|
$143,428,558
|
| 04 Feb 2026, 09:31:30 UTC |
13F-HR |
Berry Wealth Group, LP |
2025 Q4
|
32
|
$28,479,807
|
| 04 Feb 2026, 17:25:44 UTC |
13F-HR |
Foundry Financial Group, Inc. |
2025 Q4
|
66
|
$199,817,044
|
| 04 Feb 2026, 16:35:50 UTC |
13F-HR |
CAP Partners, LLC |
2025 Q4
|
143
|
$176,460,136
|
| 04 Feb 2026, 16:00:53 UTC |
13F-HR |
Urban Financial Advisory Corp |
2025 Q4
|
53
|
$254,671,058
|
| 04 Feb 2026, 09:43:38 UTC |
13F-HR |
Brummer Multi-Strategy AB |
2025 Q4
|
11
|
$16,543,444
|
| 04 Feb 2026, 12:09:25 UTC |
13F-HR |
Prosperitas Financial LLC |
2025 Q4
|
77
|
$256,584,893
|
| 04 Feb 2026, 16:08:27 UTC |
13F-HR |
AIFG Consultants Ltd. |
2025 Q4
|
54
|
$58,236,348
|
| 03 Feb 2026, 18:11:10 UTC |
13F-HR |
Plato Investment Management Ltd |
2025 Q4
|
513
|
$1,530,157,659
|
| 04 Feb 2026, 09:23:42 UTC |
13F-HR |
Kailix Advisors LLC |
2025 Q4
|
9
|
$89,699,132
|
| 03 Feb 2026, 21:44:50 UTC |
13F-HR |
Financial Alternatives, Inc |
2025 Q4
|
87
|
$172,023,336
|
| 04 Feb 2026, 14:05:28 UTC |
13F-HR |
CONTINUUM WEALTH ADVISORS, LLC |
2025 Q4
|
78
|
$258,854,792
|
| 03 Feb 2026, 20:00:03 UTC |
13F-HR |
Strait & Sound Wealth Management LLC |
2025 Q4
|
149
|
$268,713,785
|
| 03 Feb 2026, 18:00:04 UTC |
13F-HR |
Bensler, LLC |
2025 Q4
|
191
|
$998,805,186
|
| 04 Feb 2026, 15:52:07 UTC |
13F-HR |
West Tower Group, LLC |
2025 Q4
|
76
|
$43,465,475
|
| 03 Feb 2026, 21:22:44 UTC |
13F-HR |
Beverly Hills Private Wealth, LLC |
2025 Q4
|
336
|
$563,150,221
|
| 04 Feb 2026, 15:56:08 UTC |
13F-HR |
Compound Global Advisors, LLC |
2025 Q4
|
15
|
$1,803,281
|
| 04 Feb 2026, 08:01:53 UTC |
13F-HR |
DRIVE WEALTH MANAGEMENT, LLC |
2025 Q4
|
380
|
$512,375,251
|
| 03 Feb 2026, 18:19:02 UTC |
13F-HR |
FIRETRAIL INVESTMENTS PTY LTD |
2025 Q4
|
29
|
$305,125,913
|
| 03 Feb 2026, 17:33:56 UTC |
13F-HR |
Ridgepath Capital Management LLC |
2025 Q4
|
46
|
$172,270,869
|
| 04 Feb 2026, 11:22:31 UTC |
13F-HR |
First National Advisers, LLC |
2025 Q4
|
235
|
$727,268,652
|
| 04 Feb 2026, 12:46:39 UTC |
13F-HR |
ESG Planning DBA Harper Investing |
2025 Q4
|
65
|
$232,313,182
|
| 04 Feb 2026, 15:03:32 UTC |
13F-HR |
Gray Private Wealth, LLC |
2025 Q4
|
49
|
$204,758,273
|
| 04 Feb 2026, 17:20:29 UTC |
13F-HR |
CATALYST FINANCIAL PARTNERS LLC |
2025 Q4
|
324
|
$896,660,364
|
| 04 Feb 2026, 13:50:12 UTC |
13F-HR |
Objective Capital Management, LLC |
2025 Q4
|
85
|
$98,234,990
|
| 04 Feb 2026, 11:33:51 UTC |
13F-HR |
Fairway Financial, LLC |
2025 Q4
|
22
|
$132,479,346
|
| 04 Feb 2026, 09:21:57 UTC |
13F-HR |
NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2025 Q4
|
52
|
$141,537,376
|
| 04 Feb 2026, 09:33:31 UTC |
13F-HR |
Summit Investment Advisory Services, LLC |
2025 Q4
|
82
|
$264,956,149
|
| 04 Feb 2026, 11:40:05 UTC |
13F-HR |
Settian Capital LP |
2025 Q4
|
25
|
$149,977,175
|
| 03 Feb 2026, 18:16:08 UTC |
13F-HR |
Frontier Asset Management, LLC |
2025 Q4
|
92
|
$431,219,196
|
| 04 Feb 2026, 14:10:26 UTC |
13F-HR |
Western Pacific Wealth Management, LP |
2025 Q4
|
181
|
$103,258,497
|
| 04 Feb 2026, 15:47:03 UTC |
13F-HR |
Midwest Heritage Bank, FSB |
2025 Q4
|
59
|
$289,727,340
|
| 04 Feb 2026, 13:28:14 UTC |
13F-HR |
Anson Capital, Inc. |
2025 Q4
|
85
|
$137,445,718
|
| 04 Feb 2026, 14:45:54 UTC |
13F-HR |
Buttonwood Financial Advisors Inc. |
2025 Q4
|
104
|
$299,957,099
|
| 03 Feb 2026, 21:30:36 UTC |
13F-HR |
Austin Asset Management Co Inc |
2025 Q4
|
75
|
$584,917,855
|
| 04 Feb 2026, 16:12:59 UTC |
13F-HR |
Ameritas Advisory Services, LLC |
2025 Q4
|
926
|
$2,680,008,767
|
| 04 Feb 2026, 12:08:35 UTC |
13F-HR |
WIN ADVISORS, INC |
2025 Q4
|
74
|
$235,553,610
|
| 04 Feb 2026, 14:48:55 UTC |
13F-HR |
Corus Family Wealth Advisors |
2025 Q4
|
66
|
$125,305,071
|
| 04 Feb 2026, 14:52:53 UTC |
13F-HR |
Rollins Financial Advisors, LLC |
2025 Q4
|
151
|
$681,377,219
|
| 04 Feb 2026, 10:28:22 UTC |
13F-HR |
STRATEGIC PLANNING GROUP, LLC |
2025 Q4
|
73
|
$776,864,128
|
| 03 Feb 2026, 17:32:13 UTC |
13F-HR |
WealthTrust Asset Management, LLC |
2025 Q4
|
78
|
$143,183,300
|
| 03 Feb 2026, 18:05:47 UTC |
13F-HR |
Invst, LLC |
2025 Q3
|
307
|
$879,567,473
|
| 03 Feb 2026, 20:20:10 UTC |
13F-HR |
Twin Lakes Capital Management, LLC |
2025 Q4
|
225
|
$225,095,549
|
| 04 Feb 2026, 09:26:57 UTC |
13F-HR |
Colonial River Investments, LLC |
2025 Q4
|
228
|
$280,556,898
|
| 03 Feb 2026, 17:54:44 UTC |
13F-HR |
Flagship Private Wealth, LLC |
2025 Q4
|
112
|
$254,232,514
|
| 04 Feb 2026, 12:07:58 UTC |
13F-HR |
Proem Advisors LLC |
2025 Q4
|
28
|
$295,245,419
|
| 03 Feb 2026, 21:39:28 UTC |
13F-HR |
Arena Capital Advisors, LLC- CA |
2025 Q4
|
19
|
$165,329,197
|
| 04 Feb 2026, 12:50:47 UTC |
13F-HR |
One Day In July LLC |
2025 Q4
|
147
|
$1,217,265,777
|
| 04 Feb 2026, 16:00:54 UTC |
13F-HR |
Rockbridge Investment Management, LCC |
2025 Q4
|
135
|
$1,075,179,575
|
| 04 Feb 2026, 09:25:11 UTC |
13F-HR |
Horizon Wealth Management, LLC |
2025 Q4
|
127
|
$644,119,192
|
| 03 Feb 2026, 21:54:31 UTC |
13F-HR |
Dynamic Wealth Strategies, LLC |
2025 Q4
|
250
|
$167,993,083
|
| 04 Feb 2026, 14:06:40 UTC |
13F-HR |
Argos Wealth Advisors, LLC |
2025 Q4
|
213
|
$342,326,634
|
| 04 Feb 2026, 14:46:32 UTC |
13F-HR |
Delta Accumulation, LLC |
2025 Q4
|
26
|
$67,496,421
|
| 04 Feb 2026, 10:28:16 UTC |
13F-HR |
American Institute for Advanced Investment Management, LLP |
2025 Q4
|
150
|
$153,745,540
|
| 04 Feb 2026, 10:30:29 UTC |
13F-HR |
swisspartners Advisors Ltd |
2025 Q4
|
23
|
$137,738,804
|
| 04 Feb 2026, 12:40:39 UTC |
13F-HR |
Shade Tree Advisors LLC |
2025 Q4
|
40
|
$131,609,417
|
| 04 Feb 2026, 09:00:09 UTC |
13F-HR |
MADDEN SECURITIES Corp |
2025 Q4
|
115
|
$328,036,548
|
| 03 Feb 2026, 20:00:09 UTC |
13F-HR |
BEAM WEALTH ADVISORS, INC. |
2025 Q4
|
107
|
$364,311,877
|
| 04 Feb 2026, 10:18:36 UTC |
13F-HR |
Fusion Capital, LLC |
2025 Q4
|
101
|
$355,548,906
|
| 04 Feb 2026, 14:56:53 UTC |
13F-HR |
One Wealth Map LLC |
2025 Q4
|
77
|
$196,528,236
|
| 03 Feb 2026, 17:41:12 UTC |
13F-HR |
JSF Financial, LLC |
2025 Q4
|
132
|
$482,431,551
|
| 04 Feb 2026, 16:19:36 UTC |
13F-HR |
Bridgewealth Advisory Group, LLC |
2025 Q4
|
130
|
$452,903,210
|
| 04 Feb 2026, 12:02:44 UTC |
13F-HR |
TSFG, LLC |
2025 Q4
|
800
|
$669,446,000
|
| 04 Feb 2026, 09:45:41 UTC |
13F-HR |
PETERSON WEALTH MANAGEMENT |
2025 Q4
|
41
|
$134,618,365
|
| 03 Feb 2026, 20:52:40 UTC |
13F-HR |
NAN FUNG TRINITY (HK) Ltd |
2025 Q4
|
78
|
$1,262,169,955
|
| 04 Feb 2026, 16:10:14 UTC |
13F-HR |
LIBERTY WEALTH MANAGEMENT LLC |
2025 Q4
|
246
|
$774,693,964
|
| 04 Feb 2026, 14:43:42 UTC |
13F-HR |
TLS Advisors LLC |
2025 Q4
|
16
|
$26,565,990
|
| 04 Feb 2026, 10:19:18 UTC |
13F-HR |
Trek Financial, LLC |
2025 Q4
|
446
|
$1,725,473,127
|
| 04 Feb 2026, 17:13:02 UTC |
13F-HR |
Knuff & Co LLC |
2025 Q4
|
129
|
$339,275,073
|
| 04 Feb 2026, 16:18:19 UTC |
13F-HR |
Global Wealth Management Investment Advisory, Inc. |
2025 Q4
|
151
|
$624,000,156
|
| 03 Feb 2026, 21:24:02 UTC |
13F-HR |
Advisor OS, LLC |
2025 Q4
|
490
|
$1,240,675,640
|
| 04 Feb 2026, 10:11:48 UTC |
13F-HR |
FORTEM FINANCIAL GROUP, LLC |
2025 Q4
|
173
|
$374,078,883
|
| 04 Feb 2026, 17:18:33 UTC |
13F-HR |
MONECO ADVISORS, LLC |
2025 Q4
|
507
|
$1,259,567,350
|
| 04 Feb 2026, 11:45:27 UTC |
13F-HR |
Concentrum Wealth Management |
2025 Q4
|
90
|
$358,097,202
|
| 04 Feb 2026, 10:07:40 UTC |
13F-HR |
Centric Wealth Management |
2025 Q4
|
194
|
$472,060,977
|
| 04 Feb 2026, 12:37:13 UTC |
13F-HR |
Chapman Investment Management, LLC |
2025 Q4
|
27
|
$136,690,042
|
| 04 Feb 2026, 09:10:10 UTC |
13F-HR |
Brio Consultants, LLC |
2025 Q4
|
146
|
$769,536,326
|
| 03 Feb 2026, 21:39:08 UTC |
13F-HR |
Altman Advisors, Inc. |
2025 Q4
|
95
|
$261,364,291
|
| 04 Feb 2026, 16:32:33 UTC |
13F-HR |
Biltmore Family Office, LLC |
2025 Q4
|
331
|
$724,376,869
|
| 04 Feb 2026, 15:14:21 UTC |
13F-HR |
Legacy Financial Advisors, Inc. |
2025 Q4
|
389
|
$722,929,444
|