Sprott Physical Gold Trust - PHYS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History No change 9,287,092 280,193 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 5,891,785 177,755 3.21% 3.21% 2 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 5,889,428 177,180 0.54% 0.54% 3 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 5,242,209 158,157 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 4,706,640 141,999 4.87% 4.87% 5 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History No change 4,460,932 134,586 11.86% 11.86% 6 0 0.0% Q2 2026 Jul 30, 2026
Evanson Financial, LLC History No change 3,598,792 108,575 5.31% 5.31% 7 0 0.0% Q2 2026 Jul 07, 2026
JUPITER ASSET MANAGEMENT LTD History No change 3,426,260 103,798 0.52% 0.52% 8 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 3,250,316 98,062 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,116,362 94,021 0.22% 0.22% 10 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,536,730 76,533 0.12% 0.12% 11 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,315,840 69,868 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 2,234,144 67,404 0.86% 0.86% 13 0 0.0% Q2 2026 Aug 05, 2026
MATAURO, LLC History No change 2,119,854 63,955 8.46% 8.46% 14 0 0.0% Q2 2026 Jul 21, 2026
SPROTT INC. History No change 2,054,043 61,972 1.96% 1.96% 15 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 1,980,953 59,765 0.19% 0.19% 16 0 0.0% Q2 2026 Jul 28, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,976,995 59,645 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,711,864 51,646 0.01% 0.01% 18 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 1,680,632 50,673 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,658,246 50,029 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 1,651,138 49,814 2.08% 2.08% 21 0 0.0% Q2 2026 Aug 06, 2026
Weiss Asset Management LP History No change 1,611,647 48,623 0.51% 0.51% 22 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,525,066 46,011 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 1,510,702 45,577 0.21% 0.21% 24 0 0.0% Q2 2026 Aug 18, 2026
Forest Hill Capital, LLC History No change 1,448,500 43,701 33.63% 33.63% 25 0 0.0% Q2 2026 Aug 14, 2026
WIT Partners Advisory Pte. Ltd. History No change 1,401,170 42,273 19.85% 19.85% 26 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 1,397,071 42,149 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,384,395 41,767 0.05% 0.05% 28 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,352,007 40,790 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,135,838 34,267 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,109,628 33,588 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
Intesa Sanpaolo Wealth Management History No change 1,076,705 32,484 6.5% 6.5% 32 0 0.0% Q2 2026 Jul 23, 2026
3EDGE Asset Management, LP History No change 1,046,369 31,568 1.41% 1.41% 33 0 0.0% Q2 2026 Jul 27, 2026
Capital Wealth Alliance, LLC History No change 967,562 29,193 13.55% 13.55% 34 0 0.0% Q2 2026 Jul 31, 2026
Auxano Advisors, LLC History No change 929,843 28,053 5.32% 5.32% 35 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 904,630 27,292 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 845,580 25,511 4.87% 4.87% 37 0 0.0% Q2 2026 Aug 07, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 829,987 25,040 5.29% 5.29% 38 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 818,688 24,699 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 811,023 24,468 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 774,770 23,374 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 773,714 23,336 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 764,656 23,069 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 12, 2026
TCP Asset Management, LLC History No change 751,464 22,671 2.57% 2.57% 44 0 0.0% Q2 2026 Jul 15, 2026
Basepoint Wealth LLC History No change 730,965 22,053 12.62% 12.62% 45 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 724,931 21,871 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 662,675 20,536 0.03% 0.03% 47 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 647,375 19,531 0.13% 0.13% 48 0 0.0% Q2 2026 Sep 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 623,701 18,817 0.69% 0.69% 49 0 0.0% Q2 2026 Jul 21, 2026
Cannell & Spears LLC History No change 617,290 18,623 0.33% 0.33% 50 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 613,413 18,506 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 14, 2026
O'Brien Greene & Co. Inc History No change 591,138 17,834 4.92% 4.92% 52 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 583,775 17,612 0.08% 0.08% 53 0 0.0% Q2 2026 Jul 27, 2026
Cyndeo Wealth Partners, LLC History No change 583,054 17,590 0.83% 0.83% 54 0 0.0% Q2 2026 Jul 21, 2026
Kingsview Wealth Management, LLC History No change 578,626 17,457 0.21% 0.21% 55 0 0.0% Q2 2026 Aug 18, 2026
Wealthcare Advisory Partners LLC History No change 545,634 16,461 0.31% 0.31% 56 0 0.0% Q2 2026 Jul 09, 2026
Meixler Investment Management, Ltd. History No change 544,154 16,417 9.07% 9.07% 57 0 0.0% Q2 2026 Aug 03, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 543,915 16,409 0.94% 0.94% 58 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 522,965 15,589 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 515,018 15,538 0.44% 0.44% 60 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 497,860 15,141 0.04% 0.04% 61 0 0.0% Q2 2026 Jul 27, 2026
Laird Norton Wetherby Trust Company, LLC History No change 496,231 14,972 0.29% 0.29% 62 0 0.0% Q2 2026 Aug 14, 2026
K.J. Harrison & Partners Inc History No change 492,118 14,829 2.1% 2.1% 63 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 477,408 14,403 0.11% 0.11% 64 0 0.0% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History No change 475,285 14,339 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 472,542 14,256 0.21% 0.21% 66 0 0.0% Q2 2026 Jul 15, 2026
Baird Financial Group, Inc. History No change 468,513 14,135 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 12, 2026
Mountain Lake Investment Management LLC History No change 456,819 13,782 8.58% 8.58% 68 0 0.0% Q2 2026 Aug 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 455,668 13,747 1.3% 1.3% 69 0 0.0% Q2 2026 Jul 09, 2026
Essential Partners LLC History No change 435,188 13,129 6.05% 6.05% 70 0 0.0% Q2 2026 Aug 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 434,486 13,108 1.02% 1.02% 71 0 0.0% Q2 2026 Jul 16, 2026
Essex Financial Services, Inc. History No change 407,507 12,294 0.61% 0.61% 72 0 0.0% Q2 2026 Aug 10, 2026
Asset One Wealth Management LLC History No change 400,299 12,237 1.29% 1.29% 73 0 0.0% Q2 2026 Aug 13, 2026
Global Endowment Management, LP History No change 396,000 11,948 1.21% 1.21% 74 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 374,791 11,710 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 11, 2026
Harbour Wealth Management Group, Inc. History No change 388,111 11,709 7.91% 7.91% 76 0 0.0% Q2 2026 Aug 07, 2026
Knoll Capital Management, LLC History No change 387,055 11,677 5.45% 5.45% 77 0 0.0% Q2 2026 Sep 09, 2026
Accordant Advisory Group Inc History No change 380,102 11,467 7.73% 7.73% 78 0 0.0% Q2 2026 Jul 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 376,280 11,352 0.77% 0.77% 79 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Reduced 359,695 11,247 0.08% 0.09% 80 -22,580 -5.91% Q3 2026 Oct 08, 2026
Guild Investment Management, Inc. History No change 367,845 11,097 7.58% 7.58% 81 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 360,966 10,890 0.12% 0.12% 82 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 347,907 10,496 0.2% 0.2% 83 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 345,748 10,431 1.0% 1.0% 84 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 342,711 10,339 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 335,233 10,113 0.2% 0.2% 86 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 330,230 9,963 1.41% 1.41% 87 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 329,709 9,947 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 328,219 9,902 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 12, 2026
TrustWell Financial Advisors, LLC History No change 325,214 9,811 8.32% 8.32% 90 0 0.0% Q2 2026 Jul 22, 2026
JP Wealth Management, Inc. History Added to 300,228 9,388 5.95% 5.67% 91 +1,398 0.47% Q3 2026 Oct 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 309,862 9,348 0.35% 0.35% 92 0 0.0% Q2 2026 Aug 14, 2026
PHILADELPHIA TRUST CO History No change 303,867 9,168 0.59% 0.59% 93 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 294,052 8,872 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 05, 2026
Phraction Management LLC History No change 290,467 8,763 1.47% 1.47% 95 0 0.0% Q2 2026 Jul 20, 2026
Proactive Wealth Strategies LLC History No change 287,086 8,661 1.39% 1.39% 96 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 276,021 8,327 0.09% 0.09% 97 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 234,493 8,310 0.14% 0.14% 98 0 0.0% Q2 2026 Aug 13, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 270,123 8,149 3.39% 3.39% 99 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 269,765 8,138 0.38% 0.38% 100 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 267,799 8,079 0.32% 0.32% 101 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 265,379 8,006 0.15% 0.15% 102 0 0.0% Q2 2026 Aug 07, 2026
COURAGE CAPITAL MANAGEMENT LLC History No change 264,500 7,980 11.86% 11.86% 103 0 0.0% Q2 2026 Aug 11, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 248,114 7,758 5.19% 4.74% 104 +14,469 6.19% Q3 2026 Oct 09, 2026
PFG Investments, LLC History No change 255,745 7,715 0.3% 0.3% 105 0 0.0% Q2 2026 Jul 23, 2026
Hubbell Strickland Wealth Management, LLC History No change 252,812 7,627 2.75% 2.75% 106 0 0.0% Q2 2026 Jul 29, 2026
Biltmore Family Office, LLC History No change 251,740 7,594 1.0% 1.0% 107 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 251,623 7,591 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 19, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 249,961 7,541 5.76% 5.76% 109 0 0.0% Q2 2026 Jul 21, 2026
ArchPoint Investors History No change 249,200 7,518 1.59% 1.59% 110 0 0.0% Q2 2026 Aug 13, 2026
Elevate Capital Advisors, LLC History No change 241,383 7,282 4.0% 4.0% 111 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 240,543 7,257 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 11, 2026
Alpha Advisors, LLC/VA History No change 235,739 7,112 5.35% 5.35% 113 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 234,115 7,063 0.07% 0.07% 114 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 233,940 7,057 0.07% 0.07% 115 0 0.0% Q2 2026 Jul 15, 2026
Mariner, LLC History No change 233,622 7,048 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 225,504 6,803 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 13, 2026
OBERNDORF WILLIAM E History No change 224,439 6,771 12.31% 12.31% 118 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 222,113 6,701 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 222,040 6,698 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
Eaton Financial Holdings Company, LLC History No change 218,561 6,593 1.81% 1.81% 121 0 0.0% Q2 2026 Aug 04, 2026
XTX Topco Ltd History No change 215,362 6,497 0.08% 0.08% 122 0 0.0% Q2 2026 Aug 14, 2026
Latigo Investments, LLC History No change 214,134 6,460 2.88% 2.88% 123 0 0.0% Q2 2026 Aug 06, 2026
Warwick Investment Management, Inc. History No change 209,390 6,317 0.71% 0.71% 124 0 0.0% Q2 2026 Jul 31, 2026
AQR CAPITAL MANAGEMENT LLC History No change 204,736 6,176 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 203,742 6,146 0.07% 0.07% 126 0 0.0% Q2 2026 Aug 03, 2026
Palumbo Wealth Management LLC History No change 201,527 6,080 1.27% 1.27% 127 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 201,458 6,077 1.13% 1.13% 128 0 0.0% Q2 2026 Aug 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 197,437 5,956 3.68% 3.68% 129 0 0.0% Q2 2026 Jul 28, 2026
CERTUITY, LLC History No change 196,585 5,930 0.29% 0.29% 130 0 0.0% Q2 2026 Jul 28, 2026
49 WEALTH MANAGEMENT, LLC History No change 195,849 5,908 1.13% 1.13% 131 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 195,849 5,908 1.13% 1.13% 132 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 195,564 5,900 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Lifetime Wealth Management P.C. History No change 189,860 5,728 3.34% 3.34% 134 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 186,978 5,641 0.14% 0.14% 135 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 186,947 5,640 0.12% 0.12% 136 0 0.0% Q2 2026 Aug 06, 2026
Rothschild Wealth LLC History No change 186,625 5,630 0.45% 0.45% 137 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 184,501 5,566 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 12, 2026
Pasadena Private Wealth, LLC History No change 182,356 5,501 0.7% 0.7% 139 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Financial Advisors, LLC History No change 175,936 5,307 0.34% 0.34% 140 0 0.0% Q2 2026 Aug 04, 2026
Manatuck Hill Partners, LLC History No change 175,000 5,279 1.75% 1.75% 141 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 170,885 5,155 0.64% 0.64% 142 0 0.0% Q2 2026 Jul 20, 2026
LexAurum Advisors, LLC History No change 170,117 5,132 0.59% 0.59% 143 0 0.0% Q2 2026 Jul 15, 2026
Empire Financial Management Company, LLC History No change 167,721 5,060 2.0% 2.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 167,225 5,045 0.05% 0.05% 145 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 163,844 4,943 0.16% 0.16% 146 0 0.0% Q2 2026 Jul 27, 2026
M. Kulyk & Associates, LLC History No change 153,681 4,636 0.76% 0.76% 147 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 151,962 4,584 0.08% 0.08% 148 0 0.0% Q2 2026 Jul 23, 2026
Greenfield Seitz Capital Management, LLC History No change 150,673 4,545 1.35% 1.35% 149 0 0.0% Q2 2026 Aug 12, 2026
KOM Wealth Management Group, LLC History No change 149,208 4,501 2.72% 2.72% 150 0 0.0% Q2 2026 Jul 23, 2026
Valued Retirements, Inc. History No change 147,619 4,453 4.0% 4.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 147,094 4,437 0.04% 0.04% 152 0 0.0% Q2 2026 Aug 06, 2026
Entruity Wealth, LLC History No change 142,351 4,294 2.78% 2.78% 153 0 0.0% Q2 2026 Aug 13, 2026
Capital Group Private Client Services, Inc. History No change 140,091 4,226 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 12, 2026
Amitell Capital Pte Ltd History No change 132,379 3,993 3.65% 3.65% 155 0 0.0% Q2 2026 Aug 04, 2026
Red Door Wealth Management, LLC History No change 130,322 3,931 0.36% 0.36% 156 0 0.0% Q2 2026 Jul 13, 2026
Pine Valley Investments Ltd Liability Co History No change 127,327 3,841 0.15% 0.15% 157 0 0.0% Q2 2026 Jul 24, 2026
D.A. DAVIDSON & CO. History No change 123,477 3,725 0.02% 0.02% 158 0 0.0% Q2 2026 Jul 24, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 120,947 3,648 0.4% 0.4% 159 0 0.0% Q2 2026 Jul 09, 2026
New Harbor Financial Group, LLC History No change 118,358 3,570 0.56% 0.56% 160 0 0.0% Q2 2026 Jul 23, 2026
Cauble & Harre Wealth Management, Inc. History No change 116,587 3,517 2.82% 2.82% 161 0 0.0% Q2 2026 Aug 11, 2026
Layline Advisors, LLC History No change 116,238 3,506 3.14% 3.14% 162 0 0.0% Q2 2026 Aug 20, 2026
AlTi Global, Inc. History No change 112,220 3,489 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 05, 2026
Quadrant Private Wealth Management, LLC History No change 115,564 3,486 0.78% 0.78% 164 0 0.0% Q2 2026 Jul 30, 2026
Bruce G. Allen Investments, LLC History No change 114,835 3,464 2.21% 2.21% 165 0 0.0% Q2 2026 Jul 31, 2026
Rockefeller Capital Management L.P. History No change 112,587 3,396 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 111,255 3,356 0.11% 0.11% 167 0 0.0% Q2 2026 Jul 31, 2026
IFC Advisors LLC History No change 111,110 3,352 0.43% 0.43% 168 0 0.0% Q2 2026 Aug 05, 2026
Farringdon Capital, Ltd. History No change 110,704 3,339 1.65% 1.65% 169 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 110,221 3,325 0.04% 0.04% 170 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 107,725 3,250 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 107,453 3,241 0.04% 0.04% 172 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Added to 101,878 3,154 0.04% 0.04% 173 +2,204 2.21% Q3 2026 Oct 08, 2026
Freestone Capital Holdings, LLC History No change 104,472 3,151 0.08% 0.08% 174 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY TRUST CO History No change 103,625 3,126 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 13, 2026
NovaPoint Capital, LLC History No change 100,763 3,040 0.63% 0.63% 176 0 0.0% Q2 2026 Aug 06, 2026
Grand Central Investment Group History No change 100,422 3,029 2.53% 2.53% 177 0 0.0% Q2 2026 Aug 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 99,431 2,999 0.17% 0.17% 178 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 99,308 2,996 0.03% 0.03% 179 0 0.0% Q2 2026 Aug 10, 2026
BAILARD, INC. History No change 97,366 2,937 0.06% 0.06% 180 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 97,309 2,935 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 27, 2026
Cypress Capital Management LLC (WY) History No change 96,239 2,903 2.43% 2.43% 182 0 0.0% Q2 2026 Aug 06, 2026
Sonoma Private Wealth LLC History No change 95,614 2,884 3.1% 3.1% 183 0 0.0% Q2 2026 Aug 14, 2026
E&G Advisors, LLC History No change 91,968 2,774 0.54% 0.54% 184 0 0.0% Q2 2026 Jul 23, 2026
StoneX Group Inc. History No change 88,662 2,767 0.11% 0.11% 185 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 87,252 2,728 0.73% 0.57% 186 +15,003 20.77% Q3 2026 Oct 02, 2026
Proficio Capital Partners LLC History No change 89,840 2,710 0.1% 0.1% 187 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 88,178 2,660 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 87,633 2,643 0.17% 0.17% 189 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 87,370 2,635 0.21% 0.21% 190 0 0.0% Q2 2026 Aug 05, 2026
IHT Wealth Management, LLC History No change 85,749 2,587 0.06% 0.06% 191 0 0.0% Q2 2026 Aug 14, 2026
A. D. Beadell Investment Counsel, Inc. History No change 85,583 2,582 1.65% 1.65% 192 0 0.0% Q2 2026 Jul 15, 2026
Guardian Partners Inc. History No change 85,260 2,572 0.23% 0.23% 193 0 0.0% Q2 2026 Jul 29, 2026
Connective Portfolio Management, LLC History No change 85,000 2,565 4.27% 4.27% 194 0 0.0% Q2 2026 Jul 07, 2026
HRT FINANCIAL LP History No change 83,623 2,522 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
Montis Financial, LLC History No change 83,305 2,513 0.51% 0.51% 196 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 82,485 2,488 0.08% 0.08% 197 0 0.0% Q2 2026 Jul 24, 2026
HC Advisors, LLC History No change 81,666 2,463 1.5% 1.5% 198 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 79,264 2,391 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 13, 2026
NewEdge Advisors, LLC History No change 79,141 2,387 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 12, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 79,023 2,384 1.0% 1.0% 201 0 0.0% Q2 2026 Jul 15, 2026
Wakefield Asset Management LLLP History No change 78,938 2,381 0.54% 0.54% 202 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 78,168 2,358 0.05% 0.05% 203 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 77,969 2,352 0.09% 0.09% 204 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 76,774 2,316 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 13, 2026
SENTINEL PENSION ADVISORS, LLC History No change 76,300 2,312 0.3% 0.3% 206 0 0.0% Q2 2026 Jul 23, 2026
North Star Investment Management Corp. History No change 76,409 2,305 0.13% 0.13% 207 0 0.0% Q2 2026 Jul 28, 2026
Wealth Management Associates, Inc. History No change 75,124 2,266 0.63% 0.63% 208 0 0.0% Q2 2026 Jul 21, 2026
SMI Advisory Services, LLC History No change 71,925 2,259 0.37% 0.37% 209 0 0.0% Q2 2026 Jul 09, 2026
HUB Investment Partners, LLC History No change 74,438 2,245 0.04% 0.04% 210 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 73,906 2,229 0.04% 0.04% 211 0 0.0% Q2 2026 Jul 21, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 73,826 2,227 0.97% 0.97% 212 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 73,029 2,203 0.14% 0.14% 213 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 72,016 2,172 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 68,532 2,067 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 68,265 2,059 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 22, 2026
Black Diamond Financial, LLC History No change 67,602 2,039 0.18% 0.18% 217 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 67,507 2,036 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 66,813 2,015 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 12, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 66,364 2,002 1.02% 1.02% 220 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 65,635 1,980 0.3% 0.3% 221 0 0.0% Q2 2026 Jul 30, 2026
G&S Capital LLC History No change 63,189 1,906 0.55% 0.55% 222 0 0.0% Q2 2026 Jul 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 62,900 1,897 0.02% 0.02% 223 0 0.0% Q2 2026 Jul 28, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 62,635 1,889 0.06% 0.06% 224 0 0.0% Q2 2026 Aug 20, 2026
St. James Investment Company, LLC History No change 62,280 1,878 0.3% 0.3% 225 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 61,432 1,853 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 61,320 1,850 0.11% 0.11% 227 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 61,127 1,844 0.01% 0.01% 228 0 0.0% Q2 2026 Jul 28, 2026
FLOW TRADERS U.S. LLC History No change 61,086 1,843 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 14, 2026
Hedges Asset Management LLC History No change 61,000 1,840 1.21% 1.21% 230 0 0.0% Q2 2026 Jul 27, 2026
AVENIR CORP History No change 60,310 1,819 0.22% 0.22% 231 0 0.0% Q2 2026 Aug 13, 2026
BANQUE PICTET & CIE SA History No change 60,182 1,815 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 59,600 1,798 0.33% 0.33% 233 0 0.0% Q2 2026 Aug 04, 2026
SIG North Trading, ULC History No change 59,577 1,797 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 57,544 1,784 0.83% 0.83% 235 0 0.0% Q2 2026 Jul 15, 2026
Hurley Capital, LLC History No change 59,105 1,783 0.92% 0.92% 236 0 0.0% Q2 2026 Aug 10, 2026
VanWeelden Wealth Management, LLC History No change 59,100 1,783 1.33% 1.33% 237 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 58,466 1,763 0.15% 0.15% 238 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 57,942 1,748 0.1% 0.1% 239 0 0.0% Q2 2026 Aug 11, 2026
Verity Asset Management, Inc. History No change 57,443 1,733 0.66% 0.66% 240 0 0.0% Q2 2026 Aug 13, 2026
FLP Wealth Management, LLC History No change 57,136 1,723 3.06% 3.06% 241 0 0.0% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History No change 56,264 1,697 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 56,181 1,694 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 04, 2026
Claret Asset Management Corp History No change 55,645 1,679 0.18% 0.18% 244 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 55,308 1,668 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 55,097 1,662 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 54,593 1,647 0.14% 0.14% 247 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 54,593 1,647 0.18% 0.18% 248 0 0.0% Q2 2026 Aug 14, 2026
Insight Wealth Partners, LLC History No change 54,476 1,643 0.22% 0.22% 249 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 53,527 1,614 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 11, 2026
TruNorth Capital Management, LLC History No change 53,499 1,614 0.26% 0.26% 251 0 0.0% Q2 2026 Jul 23, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 53,400 1,611 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 30, 2026
Baker Avenue Asset Management, LP History No change 53,158 1,603 0.03% 0.03% 253 0 0.0% Q2 2026 Jul 28, 2026
REBALANCE, LLC History No change 52,268 1,576 0.08% 0.08% 254 0 0.0% Q2 2026 Jul 16, 2026
ADE, LLC History No change 52,213 1,575 0.67% 0.67% 255 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 52,055 1,570 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 27, 2026
Security National Bank History No change 52,038 1,569 0.19% 0.19% 257 0 0.0% Q2 2026 Jul 15, 2026
L2 Asset Management, LLC History No change 51,899 1,565 0.16% 0.16% 258 0 0.0% Q2 2026 Aug 13, 2026
Independent Family Office, LLC History No change 51,316 1,548 0.62% 0.62% 259 0 0.0% Q2 2026 Aug 11, 2026
Arkos Global Advisors History No change 51,283 1,547 0.18% 0.18% 260 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 50,345 1,518 0.08% 0.08% 261 0 0.0% Q2 2026 Jul 29, 2026
WADDELL & ASSOCIATES, LLC History No change 50,326 1,518 0.08% 0.08% 262 0 0.0% Q2 2026 Jul 15, 2026
GTS SECURITIES LLC History No change 50,000 1,508 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 50,000 1,508 0.1% 0.1% 264 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 49,724 1,500 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 12, 2026
SeaCrest Wealth Management, LLC History No change 49,691 1,499 0.17% 0.17% 266 0 0.0% Q2 2026 Jul 09, 2026
PKS Advisory Services, LLC History No change 48,777 1,471 0.23% 0.23% 267 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 46,959 1,416 0.07% 0.07% 268 0 0.0% Q2 2026 Jul 23, 2026
Financial Sense Advisors, Inc. History No change 46,621 1,406 0.28% 0.28% 269 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 46,608 1,406 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
Discipline Wealth Solutions, LLC History No change 46,145 1,392 0.12% 0.12% 271 0 0.0% Q2 2026 Jul 21, 2026
Lane Generational LLC History No change 45,858 1,383 1.21% 1.21% 272 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Added to 44,199 1,379 0.03% 0.03% 273 +6,353 16.79% Q3 2026 Oct 09, 2026
IFP Advisors, Inc History No change 45,615 1,376 0.02% 0.02% 274 0 0.0% Q2 2026 Jul 20, 2026
Cypress Wealth Services, LLC History No change 44,931 1,355 0.17% 0.17% 275 0 0.0% Q2 2026 Jul 10, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 43,325 1,307 0.11% 0.11% 276 0 0.0% Q2 2026 Jul 09, 2026
Brookwood Investment Group LLC History No change 43,309 1,306 0.15% 0.15% 277 0 0.0% Q2 2026 Jul 23, 2026
COZAD ASSET MANAGEMENT INC History No change 43,103 1,300 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 43,099 1,300 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 42,965 1,296 0.08% 0.08% 280 0 0.0% Q2 2026 Aug 04, 2026
Fielder Capital Group LLC History No change 42,207 1,273 0.28% 0.28% 281 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 41,954 1,265 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 20, 2026
M&T BANK CORP History No change 41,891 1,263 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 04, 2026
Sandy Cove Advisors, LLC History No change 41,801 1,261 0.32% 0.32% 284 0 0.0% Q2 2026 Jul 07, 2026
Oxbow Advisors, LLC History No change 41,283 1,245 0.1% 0.1% 285 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 40,968 1,236 0.07% 0.07% 286 0 0.0% Q2 2026 Aug 14, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 40,841 1,232 0.33% 0.33% 287 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History No change 40,662 1,226 0.04% 0.04% 288 0 0.0% Q2 2026 Aug 11, 2026
180 WEALTH ADVISORS, LLC History No change 40,396 1,218 0.12% 0.12% 289 0 0.0% Q2 2026 Jul 07, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 40,161 1,211 0.56% 0.56% 290 0 0.0% Q2 2026 Aug 13, 2026
Arnhold LLC History No change 39,736 1,198 0.08% 0.08% 291 0 0.0% Q2 2026 Jul 27, 2026
Beutel, Goodman & Co Ltd. History No change 39,500 1,196 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 12, 2026
Diesslin Group, Inc. History No change 39,596 1,194 0.46% 0.46% 293 0 0.0% Q2 2026 Jul 02, 2026
Avidian Wealth Enterprises, LLC History Added to 37,889 1,184 0.03% 0.03% 294 +5,990 18.78% Q3 2026 Oct 08, 2026
TRUIST FINANCIAL CORP History No change 38,523 1,162 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 37,628 1,161 0.14% 0.14% 296 0 0.0% Q2 2026 Aug 12, 2026
BEAM WEALTH ADVISORS, INC. History No change 38,158 1,151 0.25% 0.25% 297 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 37,660 1,136 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 24, 2026
WHITE PINE CAPITAL LLC History No change 37,546 1,132 0.27% 0.27% 299 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 36,285 1,095 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 20, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 36,229 1,093 0.6% 0.6% 301 0 0.0% Q2 2026 Jul 23, 2026
HOWE & RUSLING INC History No change 36,091 1,088 0.06% 0.06% 302 0 0.0% Q2 2026 Aug 10, 2026
Crown Wealth Group, LLC History No change 35,982 1,085 0.28% 0.28% 303 0 0.0% Q2 2026 Jul 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 35,122 1,059 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 34,877 1,052 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History No change 34,743 1,048 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
Cedrus Wealth Group LLC History No change 33,614 1,014 0.89% 0.89% 307 0 0.0% Q2 2026 Jul 30, 2026
Galvin, Gaustad & Stein, LLC History No change 32,043 1,001 0.08% 0.07% 308 0 0.0% Q3 2026 Oct 08, 2026
Sowell Financial Services LLC History No change 32,980 994 0.03% 0.03% 309 0 0.0% Q2 2026 Jul 17, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 32,732 987 0.06% 0.06% 310 0 0.0% Q2 2026 Aug 07, 2026
Insight Advisors, LLC/ PA History No change 32,674 985 0.17% 0.17% 311 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 31,808 959 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 31,489 950 0.04% 0.04% 313 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 31,113 938 0.01% 0.01% 314 0 0.0% Q2 2026 Jul 20, 2026
WHALEROCK POINT PARTNERS, LLC History No change 31,000 935 0.16% 0.16% 315 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 30,261 912 0.06% 0.06% 316 0 0.0% Q2 2026 Jul 09, 2026
Latitude Advisors, LLC History No change 30,215 911 0.36% 0.36% 317 0 0.0% Q2 2026 Jul 27, 2026
Composition Wealth, LLC History No change 30,069 907 0.01% 0.01% 318 0 0.0% Q2 2026 Jul 22, 2026
Pettinga Financial Advisors LLC History No change 30,007 905 0.15% 0.15% 319 0 0.0% Q2 2026 Jul 09, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 29,600 893 0.11% 0.11% 320 0 0.0% Q2 2026 Jul 20, 2026
WEDBUSH SECURITIES INC History No change 29,402 887 0.02% 0.02% 321 0 0.0% Q2 2026 Jul 28, 2026
True North Advisors, LLC History No change 29,049 876 0.08% 0.08% 322 0 0.0% Q2 2026 Jul 22, 2026
FIRST MANHATTAN CO. LLC. History No change 29,000 874 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 28,946 873 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 10, 2026
Canal Capital Management, LLC History No change 28,910 872 0.11% 0.11% 325 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 28,865 870 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 17, 2026
UNIQUE WEALTH, LLC History No change 28,675 865 0.1% 0.1% 327 0 0.0% Q2 2026 Jul 21, 2026
Integrated Advisors Network LLC History No change 28,446 858 0.04% 0.04% 328 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 28,300 853 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 11, 2026
INGALLS & SNYDER LLC History No change 28,199 851 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 28,115 848 0.15% 0.15% 331 0 0.0% Q2 2026 Jul 16, 2026
SURIENCE PRIVATE WEALTH LLC History No change 27,882 841 0.74% 0.74% 332 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 27,785 838 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 10, 2026
IPG Investment Advisors LLC History No change 27,064 816 0.12% 0.12% 334 0 0.0% Q2 2026 Aug 12, 2026
Millennium Capital Advisors, LLC History No change 26,988 814 0.44% 0.44% 335 0 0.0% Q2 2026 Jul 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 26,980 813 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 28, 2026
Intrua Financial, LLC History No change 26,713 805 0.07% 0.07% 337 0 0.0% Q2 2026 Jul 24, 2026
AMERIPRISE FINANCIAL INC History No change 26,591 802 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 26,284 792 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 06, 2026
RPS ADVISORY SOLUTIONS LLC History No change 26,040 785 0.52% 0.52% 340 0 0.0% Q2 2026 Aug 11, 2026
Sound View Wealth Advisors Group, LLC History No change 25,975 783 0.05% 0.05% 341 0 0.0% Q2 2026 Aug 11, 2026
One Capital Management, LLC History No change 21,500 761 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Advisory Group L.L.C. History No change 25,156 758 0.29% 0.29% 343 0 0.0% Q2 2026 Jul 22, 2026
CM WEALTH ADVISORS LLC History No change 24,715 745 0.13% 0.13% 344 0 0.0% Q2 2026 Aug 10, 2026
Community Bank, N.A. History No change 24,654 743 0.08% 0.08% 345 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 24,563 741 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
J2 Capital Management Inc History No change 24,307 733 0.49% 0.49% 347 0 0.0% Q2 2026 Jul 20, 2026
Lumbard & Kellner, LLC History No change 24,239 731 0.22% 0.22% 348 0 0.0% Q2 2026 Aug 06, 2026
Nvest Financial, LLC History No change 24,240 731 0.23% 0.23% 349 0 0.0% Q2 2026 Jul 30, 2026
RIA Advisory Group LLC History No change 24,261 731 0.16% 0.16% 350 0 0.0% Q2 2026 Jul 23, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History No change 23,869 720 0.08% 0.08% 351 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Advisors, LLC History No change 23,469 708 0.08% 0.08% 352 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 23,327 703 0.08% 0.08% 353 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 23,089 696 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 17, 2026
Badgley Phelps Wealth Managers, LLC History No change 22,702 684 0.01% 0.01% 355 0 0.0% Q2 2026 Jul 31, 2026
Kiker Wealth Management, LLC History No change 22,697 684 0.27% 0.27% 356 0 0.0% Q2 2026 Jul 30, 2026
MGO ONE SEVEN LLC History No change 22,547 680 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 22,357 674 0.01% 0.01% 358 0 0.0% Q2 2026 Jul 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 22,330 673 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 10, 2026
S.A. Mason LLC History No change 22,082 666 0.2% 0.2% 360 0 0.0% Q2 2026 Jul 31, 2026
Peak Financial Management, Inc. History No change 22,000 663 0.15% 0.15% 361 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Advisors, Inc. History No change 21,950 662 0.47% 0.47% 362 0 0.0% Q2 2026 Oct 07, 2026
Cobblestone Asset Management LLC History No change 21,845 659 0.27% 0.27% 363 0 0.0% Q2 2026 Jul 21, 2026
Highland Investment Advisors LLC History No change 21,860 659 0.29% 0.29% 364 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 20,296 655 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 21,654 653 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 21,583 651 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
Straight Path Wealth Management History No change 21,050 635 0.15% 0.15% 368 0 0.0% Q2 2026 Jul 27, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 21,060 635 0.46% 0.46% 369 0 0.0% Q2 2026 Jul 24, 2026
BOKF, NA History No change 20,666 623 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 10, 2026
Euro Pacific Asset Management, LLC History No change 46,655 622 0.07% 0.07% 371 0 0.0% Q2 2026 Aug 06, 2026
Sankala Group LLC History No change 18,740 620 0.41% 0.41% 372 0 0.0% Q2 2026 Aug 18, 2026
OneAscent Financial Services LLC History No change 20,116 606 0.03% 0.03% 373 0 0.0% Q2 2026 Aug 11, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 20,000 603 0.17% 0.17% 374 0 0.0% Q2 2026 Aug 12, 2026
Orgel Wealth Management, LLC History No change 20,000 603 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 13, 2026
&PARTNERS History No change 19,526 593 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 19,621 591 0.0% 0.0% 377 0 0.0% Q2 2026 Sep 02, 2026
WELCH & FORBES LLC History No change 19,550 589 0.01% 0.01% 378 0 0.0% Q2 2026 Jul 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 19,275 581 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 15, 2026
OneDigital Investment Advisors LLC History No change 19,095 576 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 06, 2026
Convergence Financial, LLC History No change 18,980 572 0.05% 0.05% 381 0 0.0% Q2 2026 Aug 05, 2026
MKT Advisors LLC History No change 18,350 569 0.18% 0.18% 382 0 0.0% Q2 2026 Jul 09, 2026
Nadler Financial Group, Inc. History No change 18,795 567 0.05% 0.05% 383 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 18,710 564 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 05, 2026
Lineweaver Wealth Advisors, LLC History No change 18,615 561 0.07% 0.07% 385 0 0.0% Q2 2026 Jul 09, 2026
TECTONIC ADVISORS LLC History No change 18,625 561 0.03% 0.03% 386 0 0.0% Q2 2026 Jul 15, 2026
Rice Partnership, LLC History No change 18,548 559 0.07% 0.07% 387 0 0.0% Q2 2026 Jul 29, 2026
Perigon Wealth Management, LLC History No change 18,383 554 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 17,591 550 0.03% 0.03% 389 0 0.0% Q3 2026 Oct 09, 2026
BEACON FINANCIAL GROUP History No change 18,040 544 0.05% 0.05% 390 0 0.0% Q2 2026 Jul 16, 2026
LFA - Lugano Financial Advisors SA History No change 18,000 543 0.33% 0.33% 391 0 0.0% Q2 2026 Jul 28, 2026
Manhattan West Asset Management, LLC History No change 17,858 538 0.09% 0.09% 392 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 17,163 517 0.03% 0.03% 393 0 0.0% Q2 2026 Jul 31, 2026
Arcadia Wealth Management, LLC History No change 17,154 517 0.16% 0.16% 394 0 0.0% Q2 2026 Jul 20, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 15,204 511 0.17% 0.17% 395 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 16,963 511 0.06% 0.06% 396 0 0.0% Q2 2026 Jul 22, 2026
Independent Advisor Alliance History No change 16,930 510 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 12, 2026
SpringVest Wealth Management LLC History No change 16,814 507 0.32% 0.32% 398 0 0.0% Q2 2026 Jul 22, 2026
Veracity Capital LLC History Added to 16,150 505 0.14% 0.13% 399 +64 0.4% Q3 2026 Oct 08, 2026
Tradition Wealth Management, LLC History No change 16,729 504 0.03% 0.03% 400 0 0.0% Q2 2026 Aug 11, 2026
Invariant Investment Management History No change 15,875 495 0.29% 0.29% 401 0 0.0% Q3 2026 Oct 08, 2026
NORTHERN TRUST CORP History No change 16,389 494 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 16,262 490 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisors, LLC History No change 16,270 490 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 06, 2026
Wealthspire Advisors, LLC History No change 16,228 489 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 16,153 487 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 15,843 477 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 13, 2026
apricus wealth, LLC History No change 15,700 473 0.23% 0.23% 408 0 0.0% Q2 2026 Jul 22, 2026
Synergy Asset Management, LLC History No change 15,670 472 0.04% 0.04% 409 0 0.0% Q2 2026 Jul 22, 2026
Rockport Wealth LLC History No change 15,615 471 0.08% 0.08% 410 0 0.0% Q2 2026 Jul 27, 2026
TFR Capital, LLC. History No change 15,640 471 0.13% 0.13% 411 0 0.0% Q2 2026 Aug 06, 2026
TOWER BRIDGE ADVISORS History No change 15,601 470 0.04% 0.04% 412 0 0.0% Q2 2026 Aug 12, 2026
Financial Enhancement Group LLC History Reduced 15,140 468 0.05% 0.05% 413 -51 -0.34% Q3 2026 Oct 08, 2026
Darwin Wealth Management, LLC History No change 15,359 463 0.13% 0.13% 414 0 0.0% Q2 2026 Jul 21, 2026
Cannon Financial Strategists, Inc. History No change 15,327 462 0.05% 0.05% 415 0 0.0% Q2 2026 Aug 07, 2026
Breakwater Capital Group History New 14,566 455 0.05% — 416 +14,566 New Q3 2026 Oct 08, 2026
Family Capital Trust Co History No change 15,030 453 0.15% 0.15% 417 0 0.0% Q2 2026 Jul 30, 2026
Baker Ellis Asset Management LLC History No change 15,000 452 0.05% 0.05% 418 0 0.0% Q2 2026 Jul 23, 2026
SIGNATUREFD, LLC History No change 15,000 452 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 23, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 14,850 450 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 10, 2026
AlphaStar Capital Management, LLC History No change 14,892 449 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 30, 2026
Focus Financial Network, Inc. History No change 14,891 449 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 09, 2026
Alpha Financial Partners LLC History No change 14,622 441 0.23% 0.23% 423 0 0.0% Q2 2026 Aug 11, 2026
Vawter Financial, Ltd. History No change 14,500 437 0.16% 0.16% 424 0 0.0% Q2 2026 Jul 24, 2026
SAPIENT CAPITAL LLC History No change 13,889 434 0.01% 0.01% 425 0 0.0% Q3 2026 Oct 08, 2026
Burton Enright Welch History No change 14,071 424 0.05% 0.05% 426 0 0.0% Q2 2026 Jul 17, 2026
UHLMANN PRICE SECURITIES, LLC History No change 13,881 418 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 24, 2026
Heritage Trust Co History No change 13,847 417 0.04% 0.04% 428 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 13,764 415 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 27, 2026
Coppell Advisory Solutions LLC History No change 220 411 0.03% 0.03% 430 0 0.0% Q2 2026 Aug 14, 2026
Investor's Fiduciary Advisor Network, LLC History No change 13,595 410 0.14% 0.14% 431 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 13,555 408 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 13,430 405 0.02% 0.02% 433 0 0.0% Q2 2026 Jul 31, 2026
Neuberger Berman Group LLC History No change 13,374 403 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
Wealth Alliance Advisory Group, LLC History No change 13,289 400 0.06% 0.06% 435 0 0.0% Q2 2026 Jul 23, 2026
HBK Sorce Advisory LLC History No change 12,273 394 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 06, 2026
BEARING POINT CAPITAL, LLC History No change 13,000 392 0.05% 0.05% 437 0 0.0% Q2 2026 Aug 11, 2026
Hunter Perkins Capital Management, LLC History No change 12,819 387 0.09% 0.09% 438 0 0.0% Q2 2026 Jul 16, 2026
Kovack Advisors, Inc. History No change 12,737 386 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 28, 2026
Clarity Financial LLC History No change 12,658 381 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 20, 2026
Bleichroeder LP History No change 12,540 378 0.07% 0.07% 441 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 12,504 377 0.0% 0.0% 442 0 0.0% Q2 2026 Jul 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 12,519 377 0.02% 0.02% 443 0 0.0% Q2 2026 Jul 23, 2026
Oliver Luxxe Assets LLC History No change 12,495 376 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 09, 2026
Atria Investments, Inc History No change 12,254 369 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 28, 2026
55 North Private Wealth, LLC History No change 12,262 369 0.07% 0.07% 446 0 0.0% Q2 2026 Jul 07, 2026
WCG Wealth Advisors LLC History No change 12,100 365 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 12,129 365 0.17% 0.17% 448 0 0.0% Q2 2026 Aug 17, 2026
CWA Asset Management Group, LLC History No change 12,087 364 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 14, 2026
MENLO ADVISORS LLC History No change 12,000 362 0.16% 0.16% 450 0 0.0% Q2 2026 Sep 10, 2026
Capital Asset Advisory Services LLC History No change 11,621 350 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 14, 2026
Forza Wealth Management, LLC History No change 11,613 350 0.11% 0.11% 452 0 0.0% Q2 2026 Jul 17, 2026
HARMONY ASSET MANAGEMENT LLC History No change 11,579 349 0.09% 0.09% 453 0 0.0% Q2 2026 Jul 20, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 11,551 348 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 17, 2026
NICOLET BANKSHARES INC History No change 11,035 346 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 11, 2026
Fairway Wealth LLC History No change 11,111 335 0.08% 0.08% 456 0 0.0% Q2 2026 Jul 24, 2026
Beacon Financial Advisory LLC History No change 11,027 332 0.07% 0.07% 457 0 0.0% Q2 2026 Aug 05, 2026
HOEY INVESTMENTS, INC History No change 11,000 331 0.04% 0.04% 458 0 0.0% Q2 2026 Jul 27, 2026
Crusonia Wealth Advisors LLC History No change 10,949 330 0.05% 0.05% 459 0 0.0% Q2 2026 Jul 30, 2026
Apriem Advisors History No change 10,871 327 0.03% 0.03% 460 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 10,654 327 0.21% 0.21% 461 0 0.0% Q2 2026 Jul 09, 2026
Modera Wealth Management, LLC History No change 10,776 325 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 10,800 325 0.05% 0.05% 463 0 0.0% Q2 2026 Jul 16, 2026
Douglass Winthrop Advisors, LLC History No change 10,670 321 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 10,639 320 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 31, 2026
Investment Partners Asset Management, Inc. History No change 10,254 320 0.17% 0.17% 466 0 0.0% Q3 2026 Oct 08, 2026
Almanack Investment Partners, LLC. History No change 10,594 319 0.04% 0.04% 467 0 0.0% Q2 2026 Jul 30, 2026
B. Riley Wealth Advisors, Inc. History No change 10,458 316 0.02% 0.02% 468 0 0.0% Q2 2026 Jul 14, 2026
Diligent Investors, LLC History No change 10,485 316 0.07% 0.07% 469 0 0.0% Q2 2026 Jul 24, 2026
Dorsey & Whitney Trust CO LLC History No change 10,380 313 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 14, 2026
Mendota Financial Group, LLC History No change 10,000 312 0.19% 0.19% 471 0 0.0% Q3 2026 Oct 07, 2026
WealthBridge Capital Management, LLC History No change 10,297 310 0.06% 0.06% 472 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL CITY TRUST CO/FL History No change 10,250 309 0.06% 0.06% 473 0 0.0% Q2 2026 Aug 04, 2026
Carnegie Lake Advisors LLC History No change 10,200 307 0.11% 0.11% 474 0 0.0% Q2 2026 Jul 24, 2026
Secure Asset Management, LLC History No change 10,167 306 0.04% 0.04% 475 0 0.0% Q2 2026 Jul 15, 2026
Mutual Advisors, LLC History No change 10,116 305 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 10,104 304 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 10,065 303 0.08% 0.08% 478 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 10,035 302 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 10,000 301 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 10, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 10,000 301 0.1% 0.1% 481 0 0.0% Q2 2026 Jul 22, 2026
Clientfirst Wealth Management, LLC History No change 10,000 301 0.25% 0.25% 482 0 0.0% Q2 2026 Jul 30, 2026
Smithfield Trust Co History No change 9,850 298 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 9,866 297 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Capital Advisors LLC History No change 9,850 297 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 12, 2026
Willis Johnson & Associates, Inc. History No change 9,823 296 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,716 295 0.02% 0.02% 487 0 0.0% Q2 2026 Jul 22, 2026
J.E. Simmons & Co., P.C. History No change 9,700 292 0.16% 0.16% 488 0 0.0% Q2 2026 Jul 15, 2026
Inspire Advisors, LLC History No change 9,594 289 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 13, 2026
CFO4Life Group, LLC History No change 9,494 286 0.04% 0.04% 490 0 0.0% Q2 2026 Aug 12, 2026
Wealth Dimensions Group, Ltd. History No change 9,500 286 0.05% 0.05% 491 0 0.0% Q2 2026 Jul 22, 2026
BCV Asset Management Inc. History No change 9,377 284 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 10, 2026
OAK FAMILY ADVISORS, LLC History No change 9,373 282 0.07% 0.07% 493 0 0.0% Q2 2026 Jul 20, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 9,150 276 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 14, 2026
Clear Harbor Asset Management, LLC History No change 9,119 275 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 9,095 274 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 17, 2026
Plan Group Financial, LLC History No change 9,000 271 0.06% 0.06% 497 0 0.0% Q2 2026 Aug 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 8,940 269 0.02% 0.02% 498 0 0.0% Q2 2026 Jul 07, 2026
Accurate Wealth Management, LLC History No change 8,595 266 0.03% 0.03% 499 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Family Advisors, LLC History No change 8,790 265 0.11% 0.11% 500 0 0.0% Q2 2026 Aug 14, 2026
PECAUT & CO. History No change 8,700 262 0.08% 0.08% 501 0 0.0% Q2 2026 Aug 03, 2026
Strait & Sound Wealth Management LLC History No change 8,686 262 0.09% 0.09% 502 0 0.0% Q2 2026 Aug 17, 2026
Allen Capital Group, LLC History No change 8,658 261 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Planning & Advisory Services Inc. History No change 8,650 260 0.12% 0.12% 504 0 0.0% Q2 2026 Jul 14, 2026
Asset Advisors Investment Management, LLC History No change 8,600 259 0.02% 0.02% 505 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 8,545 257 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 8,500 256 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 07, 2026
Quotient Wealth Partners, LLC History No change 8,382 252 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 03, 2026
Live Oak Private Wealth LLC History No change 8,295 250 0.03% 0.03% 509 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 8,232 248 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 8,188 247 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 06, 2026
Forum Financial Management, LP History No change 8,169 246 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 23, 2026
Ledyard National Bank History No change 8,124 245 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 16, 2026
BLB&B Advisors, LLC History No change 8,095 244 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 8,084 243 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 29, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 8,050 242 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 8,053 242 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 05, 2026
Box Hill Private Wealth LLC History No change 7,750 242 0.18% 0.19% 518 0 0.0% Q3 2026 Oct 05, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 7,700 241 0.03% 0.03% 519 0 0.0% Q3 2026 Oct 08, 2026
Summit Financial Wealth Advisors, LLC History No change 8,000 241 0.03% 0.03% 520 0 0.0% Q2 2026 Jul 15, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 8,000 241 0.14% 0.14% 521 0 0.0% Q2 2026 Jul 29, 2026
Uniting Wealth Partners, LLC History No change 8,000 241 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 06, 2026
ANCHYRA PARTNERS LLC History No change 8,000 241 0.06% 0.06% 523 0 0.0% Q2 2026 Jul 23, 2026
Hamrick Investment Counsel, llc History No change 8,000 241 0.16% 0.16% 524 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 7,960 240 0.05% 0.05% 525 0 0.0% Q2 2026 Jul 23, 2026
Cannon Advisors, Inc. History No change 7,817 239 0.15% 0.15% 526 0 0.0% Q2 2026 Jul 15, 2026
IEQ CAPITAL, LLC History No change 7,921 238 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 7,818 235 0.04% 0.04% 528 0 0.0% Q2 2026 Aug 05, 2026
Towneley Capital Management, Inc / DE History No change 7,510 234 0.05% 0.04% 529 0 0.0% Q3 2026 Oct 09, 2026
McAdam, LLC History No change 7,697 232 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 7,675 231 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 7,492 226 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 7,487 225 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 05, 2026
MANCHESTER FINANCIAL INC History No change 7,360 222 0.04% 0.04% 534 0 0.0% Q2 2026 Jul 17, 2026
BESSEMER GROUP INC History No change 7,263 219 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 12, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 7,191 219 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 03, 2026
Coastwise Capital Group, LLC History No change 7,200 217 0.13% 0.13% 537 0 0.0% Q2 2026 Jul 16, 2026
CoreCap Advisors, LLC History Reduced 6,906 215 0.01% 0.01% 538 -1,839 -21.03% Q3 2026 Oct 08, 2026
Wealthspire Retirement, LLC History No change 7,079 213 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 12, 2026
Redhawk Wealth Advisors, Inc. History No change 7,019 211 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 09, 2026
Meredith Wealth Planning History No change 6,890 207 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 24, 2026
Joseph P. Lucia & Associates, LLC History No change 6,855 206 0.06% 0.06% 542 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 6,845 206 0.1% 0.1% 543 0 0.0% Q2 2026 Aug 26, 2026
Summit Financial Strategies, Inc. History No change 6,692 201 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 24, 2026
Wilmington Savings Fund Society, FSB History No change 6,500 196 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 28, 2026
Birchwood Financial Partners, Inc. History No change 5,957 179 0.15% 0.15% 546 0 0.0% Q2 2026 Aug 06, 2026
Community Financial Services Group, LLC History No change 5,420 164 0.02% 0.02% 547 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Advisors History No change 5,450 164 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 11, 2026
Evergreen Private Wealth LLC History No change 5,400 162 0.06% 0.06% 549 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 5,265 158 0.05% 0.05% 550 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 5,226 157 0.11% 0.11% 551 0 0.0% Q2 2026 Aug 17, 2026
Arlington Trust Co LLC History No change 5,206 157 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 07, 2026
MTM Investment Management, LLC History No change 5,200 156 0.04% 0.04% 553 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE TRUST CO NA History No change 5,000 150 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 28, 2026
Bulwark Capital Corp History No change 4,782 144 0.08% 0.08% 555 0 0.0% Q2 2026 Jul 06, 2026
Pacific Center for Financial Services History No change 4,705 141 0.03% 0.03% 556 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 4,216 127 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 3,937 119 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 3,925 118 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 20, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3,906 117 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History No change 3,747 113 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 11, 2026
Dogwood Wealth Management LLC History No change 3,602 108 0.04% 0.04% 562 0 0.0% Q2 2026 Jul 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,581 108 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 3,485 105 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 03, 2026
Purpose Unlimited Inc. History No change 3,300 99 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 13, 2026
Evelyn Partners Group Ltd History No change 3,250 98 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 3,231 97 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,200 96 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 14, 2026
Salomon & Ludwin, LLC History No change 3,059 92 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 07, 2026
First Command Advisory Services, Inc. History No change 2,812 84 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,700 81 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2,622 79 0.05% 0.05% 572 0 0.0% Q2 2026 Jul 14, 2026
Bellecapital International Ltd. History No change 2,600 78 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 22, 2026
FRANKLIN RESOURCES INC History No change 2,580 77 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 2,570 77 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 2,478 74 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,400 72 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 2,335 70 0.07% 0.07% 578 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 2,225 67 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 21, 2026
Game Plan Financial Advisors, LLC History No change 2,245 67 0.02% 0.02% 580 0 0.0% Q2 2026 Aug 07, 2026
Wilkerson Advisory Group LLC History No change 2,198 66 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,177 65 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 2,135 64 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,005 60 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 05, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,950 58 0.03% 0.03% 585 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 1,874 56 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 1,829 55 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 1,785 53 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,701 51 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 1,609 48 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 30, 2026
Concord Wealth Partners History No change 1,600 48 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 1,530 46 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 13, 2026
IMA Advisory Services, Inc. History No change 1,500 45 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 10, 2026
Intelligent Financial Strategies History No change 1,518 45 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 23, 2026
EASTERN BANK History No change 1,434 44 0.0% 0.0% 595 0 0.0% Q3 2026 Oct 05, 2026
Quent Capital, LLC History No change 1,461 44 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 07, 2026
Strategic Advocates LLC History No change 1,444 43 0.17% 0.17% 597 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 1,365 41 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 1,377 41 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 15, 2026
Corsicana & Co. History No change 1,364 41 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 1,338 40 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 22, 2026
Financial Management Professionals, Inc. History No change 1,300 39 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 09, 2026
Atlatl Advisers LLC History No change 1,285 38 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,225 36 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 28, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,162 35 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 15, 2026
Tradewinds Capital Management, LLC History No change 1,088 32 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 1,037 31 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,008 30 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 30, 2026
Manchester Capital Management LLC History No change 1,000 30 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,000 30 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 07, 2026
MOTCO History No change 978 29 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 31, 2026
TOTH FINANCIAL ADVISORY CORP History No change 903 28 0.0% 0.0% 612 0 0.0% Q3 2026 Oct 08, 2026
SWAN Capital LLC History No change 951 28 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 897 27 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 27, 2026
JNBA Financial Advisors History No change 883 26 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 23, 2026
Bank of New Hampshire History No change 800 25 0.01% 0.01% 616 0 0.0% Q3 2026 Oct 06, 2026
Dunhill Financial, LLC History No change 850 25 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 762 23 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 14, 2026
Bank & Trust Co History No change 736 23 0.01% 0.01% 619 0 0.0% Q3 2026 Oct 07, 2026
Private Wealth Management Group, LLC History No change 728 21 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 692 20 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 12, 2026
Aventura Private Wealth, LLC History No change 660 19 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 15, 2026
Trust Co History Reduced 599 18 0.0% 0.0% 623 -500 -45.5% Q3 2026 Oct 09, 2026
Costello Asset Management, INC History No change 600 18 0.01% 0.01% 624 0 0.0% Q2 2026 Jul 28, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 572 17 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History No change 544 17 0.01% 0.01% 626 0 0.0% Q3 2026 Oct 01, 2026
Atlantic Union Bankshares Corp History No change 515 15 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 485 15 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 18, 2026
Pacifica Partners Inc. History No change 500 15 0.0% 0.0% 629 0 0.0% Q3 2026 Oct 08, 2026
Silicon Valley Capital Partners History No change 475 14 0.0% 0.0% 630 0 0.0% Q2 2026 Sep 21, 2026
Kilter Group LLC History No change 482 14 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 400 12 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 11, 2026
Luminist Capital LLC History No change 400 12 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 387 11 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 23, 2026
Parkside Financial Bank & Trust History No change 350 10 0.0% 0.0% 635 0 0.0% Q2 2026 Sep 04, 2026
Caitlin John, LLC History No change 300 9 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 17, 2026
Markowski Investments History No change 300 9 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 287 8 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 20, 2026
Parvin Asset Management, LLC History No change 270 8 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 264 7 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 09, 2026
BFSG, LLC History No change 250 7 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 20, 2026
BIRCHBROOK, INC. History No change 252 7 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 08, 2026
Tower Research Capital LLC (TRC) History No change 210 6 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 192 5 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 05, 2026
DecisionPoint Financial, LLC History No change 139 4 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 05, 2026
Morton Brown Family Wealth, LLC History No change 116 3 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 21, 2026
Signature Resources Capital Management, LLC History No change 123 3 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 13, 2026
MCF Advisors LLC History No change 75 2 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 12, 2026
Strengthening Families & Communities, LLC History No change 70 2 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 74 2 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 50 1 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 20, 2026
Key FInancial Inc History No change 46 1 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 45 1 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 28, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 50 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Prestige Wealth Management Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026