| 03 Feb 2026, 17:19:19 UTC |
13F-HR |
Apeiron RIA LLC |
2025 Q4
|
207
|
$492,877,655
|
| 03 Feb 2026, 14:35:22 UTC |
13F-HR |
Sound Financial Strategies Group, LLC |
2025 Q4
|
109
|
$141,619,766
|
| 02 Feb 2026, 17:55:41 UTC |
13F-HR |
Birch Capital Management, LLC |
2025 Q4
|
77
|
$200,485,915
|
| 03 Feb 2026, 11:08:46 UTC |
13F-HR |
Detalus Advisors, LLC |
2025 Q4
|
170
|
$410,279,377
|
| 02 Feb 2026, 21:16:09 UTC |
13F-HR |
Privium Fund Management B.V. |
2025 Q4
|
57
|
$543,130,707
|
| 29 Jan 2026, 11:09:16 UTC |
13F-HR |
Hegarty Advisors, LLC |
2025 Q4
|
55
|
$115,199,831
|
| 29 Jan 2026, 12:54:00 UTC |
13F-HR |
J. Team Financial, Inc. |
2025 Q3
|
84
|
$98,574,171
|
| 29 Jan 2026, 12:39:11 UTC |
13F-HR |
J. Team Financial, Inc. |
2025 Q4
|
87
|
$100,070,223
|
| 29 Jan 2026, 16:50:44 UTC |
13F-HR |
Eagle Wealth Advisors LLC |
2025 Q4
|
91
|
$117,308,921
|
| 29 Jan 2026, 15:56:29 UTC |
13F-HR |
ANCHYRA PARTNERS LLC |
2025 Q4
|
259
|
$326,044,743
|
| 29 Jan 2026, 14:08:16 UTC |
13F-HR |
Finhabits Advisors LLC |
2025 Q4
|
15
|
$106,552,458
|
| 29 Jan 2026, 09:04:09 UTC |
13F-HR |
Approach Retirement Advisors, LLC |
2025 Q4
|
78
|
$116,078,812
|
| 29 Jan 2026, 12:37:32 UTC |
13F-HR |
High Point Wealth Management, LLC |
2025 Q4
|
247
|
$106,514,314
|
| 28 Jan 2026, 19:39:04 UTC |
13F-HR |
Directional Asset Management |
2025 Q4
|
93
|
$114,033,910
|
| 29 Jan 2026, 14:53:32 UTC |
13F-HR |
Cornerstone National Bank & Trust Co |
2025 Q4
|
199
|
$250,701,124
|
| 29 Jan 2026, 09:35:04 UTC |
13F-HR |
Coquina Private Wealth LLC |
2025 Q4
|
90
|
$124,761,657
|
| 29 Jan 2026, 17:29:29 UTC |
13F-HR |
Children's Medical Center Corp |
2025 Q4
|
1
|
$88,734,205
|
| 29 Jan 2026, 10:18:53 UTC |
13F-HR |
Munich Reinsurance Co Stock Corp in Munich |
2025 Q4
|
200
|
$4,112,708,511
|
| 02 Feb 2026, 17:44:10 UTC |
13F-HR |
Tranquility Partners, LLC |
2025 Q4
|
227
|
$277,605,981
|
| 29 Jan 2026, 11:36:45 UTC |
13F-HR |
Brindle & Bay Financial Advisors, LLC |
2025 Q4
|
68
|
$150,245,676
|
| 29 Jan 2026, 13:20:03 UTC |
13F-HR |
Traub Capital Management LLC |
2025 Q4
|
135
|
$103,962,112
|
| 28 Jan 2026, 21:42:16 UTC |
13F-HR |
Cherokee Insurance Co |
2025 Q4
|
121
|
$246,688,391
|
| 28 Jan 2026, 21:25:46 UTC |
13F-HR |
Golden Reserve Retirement LLC |
2025 Q4
|
130
|
$541,595,298
|
| 29 Jan 2026, 16:37:11 UTC |
13F-HR |
Aspen Capital Management, LLC |
2025 Q4
|
80
|
$403,791,254
|
| 03 Feb 2026, 16:30:10 UTC |
13F-HR |
Ethic Inc. |
2025 Q4
|
1,210
|
$6,502,798,624
|
| 29 Jan 2026, 14:47:39 UTC |
13F-HR |
Elevated Financial Group LLC |
2025 Q4
|
127
|
$289,081,494
|
| 29 Jan 2026, 16:37:32 UTC |
13F-HR |
SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q4
|
36
|
$155,049,440
|
| 29 Jan 2026, 16:57:44 UTC |
13F-HR |
SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2025 Q4
|
217
|
$641,624,887
|
| 28 Jan 2026, 20:47:20 UTC |
13F-HR |
Wise Wealth Partners |
2025 Q4
|
50
|
$69,671,494
|
| 29 Jan 2026, 12:19:19 UTC |
13F-HR |
Spurstone Advisory Services, LLC |
2025 Q4
|
97
|
$6,357,771
|
| 28 Jan 2026, 18:28:39 UTC |
13F-HR |
Prepared Retirement Institute LLC |
2025 Q4
|
80
|
$198,707,440
|
| 29 Jan 2026, 09:12:11 UTC |
13F-HR |
Infond d.o.o. Sava |
2025 Q4
|
222
|
$740,633,782
|
| 29 Jan 2026, 09:20:21 UTC |
13F-HR |
Riverbend Wealth Management, LLC |
2025 Q4
|
148
|
$158,788,214
|
| 29 Jan 2026, 09:55:59 UTC |
13F-HR |
Integras Partners LLC |
2025 Q4
|
65
|
$123,780,644
|
| 29 Jan 2026, 12:51:07 UTC |
13F-HR |
ArborFi Advisors, LLC |
2025 Q4
|
49
|
$123,199,412
|
| 28 Jan 2026, 21:47:55 UTC |
13F-HR |
Bravias Capital Group, LLC |
2025 Q4
|
108
|
$165,382,105
|
| 29 Jan 2026, 10:05:38 UTC |
13F-HR |
Alexis Investment Partners, LLC |
2025 Q4
|
97
|
$268,644,712
|
| 29 Jan 2026, 15:20:30 UTC |
13F-HR |
Atlas Legacy Advisors, LLC |
2025 Q4
|
183
|
$569,648,094
|
| 29 Jan 2026, 11:45:31 UTC |
13F-HR |
Financial Life Planners |
2025 Q4
|
61
|
$139,306,098
|
| 29 Jan 2026, 10:24:58 UTC |
13F-HR |
Strategent Financial, LLC |
2025 Q4
|
40
|
$158,008,369
|
| 28 Jan 2026, 21:45:48 UTC |
13F-HR |
Virtus Wealth Solutions LLC |
2025 Q4
|
52
|
$526,770,322
|
| 02 Feb 2026, 17:38:36 UTC |
13F-HR |
American Financial Advisors, LLC |
2025 Q4
|
160
|
$774,711,101
|
| 03 Feb 2026, 09:43:48 UTC |
13F-HR |
Palmer Knight Co |
2025 Q4
|
32
|
$190,536,998
|
| 29 Jan 2026, 16:39:45 UTC |
13F-HR |
Hingham Institution for Savings |
2025 Q4
|
11
|
$121,945,294
|
| 03 Feb 2026, 09:48:47 UTC |
13F-HR |
MA Private Wealth |
2025 Q4
|
83
|
$599,448,124
|
| 29 Jan 2026, 16:57:33 UTC |
13F-HR |
Rareview Capital LLC |
2025 Q4
|
51
|
$154,154,293
|
| 29 Jan 2026, 09:49:35 UTC |
13F-HR |
JIM SAULNIER & ASSOCIATES, LLC |
2025 Q4
|
139
|
$192,929,467
|
| 29 Jan 2026, 07:22:39 UTC |
13F-HR |
Generali Investments, Management Co LLC |
2025 Q4
|
164
|
$501,671,926
|
| 29 Jan 2026, 11:49:55 UTC |
13F-HR |
Merkkuri Wealth Advisors LLC |
2025 Q4
|
80
|
$146,937,038
|
| 03 Feb 2026, 17:08:23 UTC |
13F-HR |
BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q4
|
234
|
$1,191,496,183
|
| 29 Jan 2026, 08:41:19 UTC |
13F-HR |
High Probability Advisors, LLC |
2025 Q4
|
73
|
$749,877,178
|
| 29 Jan 2026, 14:10:08 UTC |
13F-HR |
Quest 10 Wealth Builders, Inc. |
2025 Q4
|
783
|
$111,781,322
|
| 29 Jan 2026, 08:43:25 UTC |
13F-HR |
Tumwater Wealth Management, LLC |
2025 Q4
|
35
|
$245,371,907
|
| 03 Feb 2026, 15:58:58 UTC |
13F-HR |
Costello Asset Management, INC |
2025 Q4
|
691
|
$302,378,807
|
| 29 Jan 2026, 13:56:49 UTC |
13F-HR |
Concord Asset Management, LLC/VA |
2025 Q4
|
120
|
$577,317,814
|
| 29 Jan 2026, 10:38:58 UTC |
13F-HR |
Axecap Investments, LLC |
2025 Q4
|
73
|
$162,144,910
|
| 03 Feb 2026, 11:01:22 UTC |
13F-HR |
Black Diamond Financial, LLC |
2025 Q4
|
176
|
$948,572,739
|
| 29 Jan 2026, 15:39:46 UTC |
13F-HR |
Midwest Capital Advisors, LLC |
2025 Q4
|
192
|
$208,739,555
|
| 29 Jan 2026, 10:24:43 UTC |
13F-HR |
M Wealth Management, LLC |
2025 Q4
|
48
|
$114,900,180
|
| 29 Jan 2026, 17:00:37 UTC |
13F-HR |
Koa Wealth Management, LLC |
2025 Q4
|
58
|
$145,636,632
|
| 28 Jan 2026, 21:44:17 UTC |
13F-HR |
Guardian Asset Advisors, LLC |
2025 Q4
|
108
|
$192,268,482
|
| 29 Jan 2026, 08:49:20 UTC |
13F-HR |
Broadway Wealth Solutions, Inc. |
2025 Q4
|
93
|
$187,243,999
|
| 03 Feb 2026, 12:51:39 UTC |
13F-HR |
Curative Ventures V LLC |
2025 Q4
|
1
|
$20,889,044
|
| 29 Jan 2026, 16:45:23 UTC |
13F-HR |
Ashton Thomas Private Wealth, LLC |
2025 Q4
|
987
|
$4,095,491,203
|
| 29 Jan 2026, 11:52:35 UTC |
13F-HR |
Hobbs Wealth Management, LLC |
2025 Q4
|
21
|
$102,719,186
|
| 03 Feb 2026, 17:07:09 UTC |
13F-HR |
Vectors Research Management, LLC |
2025 Q4
|
121
|
$327,649,877
|
| 28 Jan 2026, 21:46:37 UTC |
13F-HR |
Verisail Partners, LLC |
2025 Q4
|
23
|
$243,465,040
|
| 02 Feb 2026, 18:18:30 UTC |
13F-HR |
Boothe Investment Group, Inc. |
2025 Q4
|
36
|
$279,439,258
|
| 29 Jan 2026, 16:18:39 UTC |
13F-HR |
Foundation Gray |
2025 Q4
|
11
|
$398,534,394
|
| 29 Jan 2026, 09:07:32 UTC |
13F-HR |
New Century Financial Group, LLC |
2025 Q4
|
0
|
$0
|
| 29 Jan 2026, 08:33:36 UTC |
13F-HR |
OMNI 360 Wealth, Inc. |
2025 Q4
|
126
|
$195,298,743
|
| 03 Feb 2026, 14:25:12 UTC |
13F-HR/A |
ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q1 - Restatement
|
532
|
$1,303,381,540
|
| 29 Jan 2026, 17:00:12 UTC |
13F-HR |
Quadcap Wealth Management, LLC |
2025 Q4
|
386
|
$873,552,126
|
| 03 Feb 2026, 14:23:01 UTC |
13F-HR/A |
ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q2 - Restatement
|
531
|
$1,261,995,492
|
| 28 Jan 2026, 19:33:23 UTC |
13F-HR |
Rakuten Securities, Inc. |
2025 Q4
|
892
|
$308,224,124
|
| 03 Feb 2026, 14:21:06 UTC |
13F-HR/A |
ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q3 - Restatement
|
530
|
$1,041,191,814
|
| 29 Jan 2026, 16:48:45 UTC |
13F-HR |
Advantage Trust Co |
2025 Q4
|
122
|
$222,007,187
|
| 29 Jan 2026, 12:57:44 UTC |
13F-HR |
Traction Financial Partners, LLC |
2025 Q4
|
60
|
$168,715,850
|
| 29 Jan 2026, 11:47:57 UTC |
13F-HR |
BKM Wealth Management, LLC |
2025 Q4
|
146
|
$273,520,116
|
| 03 Feb 2026, 14:14:39 UTC |
13F-HR/A |
ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q4 - Restatement
|
537
|
$1,237,948,285
|
| 03 Feb 2026, 14:12:34 UTC |
13F-HR/A |
ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q2 - Restatement
|
1,498
|
$1,281,564,339
|
| 29 Jan 2026, 08:45:10 UTC |
13F-HR |
Concurrent Investment Advisors, LLC |
2025 Q4
|
1,713
|
$8,739,159,223
|
| 03 Feb 2026, 14:08:18 UTC |
13F-HR/A |
ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q1 - Restatement
|
527
|
$1,166,605,116
|
| 29 Jan 2026, 13:24:58 UTC |
13F-HR |
KICKSTAND VENTURES, LLC. |
2025 Q4
|
122
|
$474,618,901
|
| 29 Jan 2026, 15:44:34 UTC |
13F-HR |
Wheelhouse Advisory Group LLC |
2025 Q4
|
49
|
$246,376,940
|
| 29 Jan 2026, 09:16:33 UTC |
13F-HR |
Equita Financial Network, Inc. |
2025 Q4
|
95
|
$331,833,950
|
| 03 Feb 2026, 10:11:26 UTC |
13F-HR |
D.B. Root & Company, LLC |
2025 Q4
|
188
|
$409,902,416
|
| 29 Jan 2026, 10:48:39 UTC |
13F-HR |
Pictet Asset Management Holding SA |
2025 Q4
|
2,072
|
$102,966,762,189
|
| 03 Feb 2026, 11:35:50 UTC |
13F-HR |
MGO ONE SEVEN LLC |
2025 Q4
|
1,383
|
$4,898,424,894
|
| 28 Jan 2026, 18:45:00 UTC |
13F-HR |
HOGE FINANCIAL SERVICES, LLC |
2025 Q4
|
70
|
$185,539,842
|
| 28 Jan 2026, 21:42:54 UTC |
13F-HR |
Dupree Financial Group, LLC |
2025 Q4
|
80
|
$274,441,195
|
| 03 Feb 2026, 16:46:01 UTC |
13F-HR |
Financial Partners Group, Inc |
2025 Q4
|
227
|
$864,893,779
|
| 03 Feb 2026, 12:39:26 UTC |
13F-HR |
Luken Investment Analytics, LLC |
2025 Q4
|
400
|
$253,374,522
|
| 28 Jan 2026, 20:53:38 UTC |
13F-HR/A |
LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q4 - Restatement
|
165
|
$297,654,610
|
| 29 Jan 2026, 08:30:51 UTC |
13F-HR |
Rockwood Wealth Management, LLC |
2025 Q4
|
119
|
$1,341,163,289
|
| 03 Feb 2026, 16:14:51 UTC |
13F-HR |
Ballast, Inc. |
2025 Q4
|
133
|
$427,270,435
|
| 29 Jan 2026, 15:45:36 UTC |
13F-HR |
New Hampshire Trust |
2025 Q4
|
173
|
$513,865,581
|
| 29 Jan 2026, 08:19:15 UTC |
13F-HR |
Dunhill Financial, LLC |
2025 Q4
|
2,019
|
$407,671,011
|
| 29 Jan 2026, 14:00:18 UTC |
13F-HR |
Higgins & Schmidt Wealth Strategies LLC |
2025 Q4
|
59
|
$211,128,688
|
| 28 Jan 2026, 18:22:52 UTC |
13F-HR |
DecisionPoint Financial, LLC |
2025 Q4
|
726
|
$454,488,903
|