Sprott Physical Silver Trust - PSLV

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
Federation des caisses Desjardins du Quebec History No change 22,711,159 427,551 1.31% 1.31% 1 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 17,254,071 325,584 0.08% 0.08% 2 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 15,149,827 285,877 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
JUPITER ASSET MANAGEMENT LTD History No change 9,666,763 184,200 0.91% 0.91% 4 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 7,485,156 141,244 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 5,777,206 109,015 0.51% 0.51% 6 0 0.0% Q2 2026 Jul 29, 2026
MORGAN STANLEY History No change 4,809,674 90,758 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,033,769 57,247 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 07, 2026
Weiss Asset Management LP History No change 2,801,789 52,869 0.55% 0.55% 9 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,750,841 51,909 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Alliance, LLC History No change 2,233,141 42,127 19.55% 19.55% 11 0 0.0% Q2 2026 Jul 31, 2026
Kestra Advisory Services, LLC History No change 1,891,228 35,687 0.12% 0.12% 12 0 0.0% Q2 2026 Jul 28, 2026
WELLS FARGO & COMPANY/MN History No change 1,791,676 33,808 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,697,326 32,029 0.07% 0.07% 14 0 0.0% Q2 2026 Jul 27, 2026
SPROTT INC. History No change 1,676,600 31,637 1.0% 1.0% 15 0 0.0% Q2 2026 Jul 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,650,820 31,150 1.79% 1.79% 16 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,578,571 29,787 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,551,185 29,270 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,506,034 28,418 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,373,009 25,908 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,372,914 25,906 1.69% 1.69% 21 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 1,340,709 25,299 0.37% 0.37% 22 0 0.0% Q2 2026 Jul 15, 2026
Beacon Pointe Advisors, LLC History No change 1,332,949 25,152 0.12% 0.12% 23 0 0.0% Q2 2026 Aug 18, 2026
Kovack Advisors, Inc. History No change 1,270,887 23,994 1.15% 1.15% 24 0 0.0% Q2 2026 Jul 28, 2026
WIT Partners Advisory Pte. Ltd. History No change 1,258,030 23,739 11.14% 11.14% 25 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 963,167 23,491 0.39% 0.39% 26 0 0.0% Q2 2026 Aug 13, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 1,028,924 19,415 1.84% 1.84% 27 0 0.0% Q2 2026 Jul 09, 2026
Cedrus Wealth Group LLC History No change 1,008,358 19,027 16.62% 16.62% 28 0 0.0% Q2 2026 Jul 30, 2026
Cable Car Capital, LP History No change 1,000,000 18,870 0.4% 0.4% 29 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 972,794 18,356 0.22% 0.22% 30 0 0.0% Q2 2026 Aug 18, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 936,022 17,662 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 23, 2026
Basepoint Wealth LLC History No change 865,438 16,330 9.34% 9.34% 32 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 865,277 16,327 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 05, 2026
Marex Group Ltd History No change 717,611 13,541 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 671,620 13,437 0.28% 0.28% 35 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 686,911 13,147 0.02% 0.02% 36 0 0.0% Q2 2026 Jul 15, 2026
Asset One Wealth Management LLC History No change 700,769 12,985 1.37% 1.37% 37 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 669,971 12,642 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 642,373 12,121 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
Brookstone Capital Management History No change 636,397 12,008 0.12% 0.12% 40 0 0.0% Q2 2026 Jul 15, 2026
MONEY CONCEPTS CAPITAL CORP History No change 613,780 11,582 0.54% 0.54% 41 0 0.0% Q2 2026 Aug 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 613,245 11,571 0.42% 0.42% 42 0 0.0% Q2 2026 Jul 21, 2026
CIBC WORLD MARKET INC. History No change 603,594 11,389 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 588,016 11,095 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 576,722 10,882 0.51% 0.51% 45 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial, LLC History No change 572,407 10,801 0.12% 0.12% 46 0 0.0% Q2 2026 Aug 12, 2026
Proactive Wealth Strategies LLC History No change 569,500 10,746 1.72% 1.72% 47 0 0.0% Q2 2026 Aug 10, 2026
Abacus Planning Group, Inc. History No change 565,265 10,666 1.32% 1.32% 48 0 0.0% Q2 2026 Jul 20, 2026
Kera Capital Partners, Inc. History No change 550,964 10,396 1.0% 1.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Equinox Partners Investment Management LLC History No change 550,500 10,387 4.89% 4.89% 50 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 550,289 10,383 0.01% 0.01% 51 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 548,031 10,341 0.21% 0.21% 52 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 535,079 10,089 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 519,432 9,801 0.11% 0.11% 54 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 491,171 9,273 0.55% 0.55% 55 0 0.0% Q2 2026 Jul 22, 2026
SCOTIA CAPITAL INC. History No change 477,190 8,850 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 11, 2026
Hurley Capital, LLC History No change 466,559 8,803 4.56% 4.56% 57 0 0.0% Q2 2026 Aug 10, 2026
Accordant Advisory Group Inc History No change 461,338 8,705 5.87% 5.87% 58 0 0.0% Q2 2026 Jul 27, 2026
Pacific Sage Partners, LLC History No change 455,651 8,598 1.22% 1.22% 59 0 0.0% Q2 2026 Aug 06, 2026
RIA Advisory Group LLC History No change 455,688 8,598 1.87% 1.87% 60 0 0.0% Q2 2026 Jul 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 449,742 8,486 0.32% 0.32% 61 0 0.0% Q2 2026 Aug 14, 2026
K.J. Harrison & Partners Inc History No change 445,981 8,401 1.19% 1.19% 62 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 442,718 8,354 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 03, 2026
Grand Central Investment Group History No change 427,947 8,075 6.75% 6.75% 64 0 0.0% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History No change 417,670 7,881 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 405,850 7,658 0.14% 0.14% 66 0 0.0% Q2 2026 Aug 11, 2026
Pekin Hardy Strauss, Inc. History No change 390,969 7,377 0.65% 0.65% 67 0 0.0% Q2 2026 Jul 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 389,517 7,350 0.13% 0.13% 68 0 0.0% Q2 2026 Jul 23, 2026
Forest Hill Capital, LLC History No change 388,000 7,321 5.63% 5.63% 69 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 383,541 7,237 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 05, 2026
Apella Capital, LLC History Added to 356,341 6,923 0.09% 0.1% 71 +5,015 1.43% Q3 2026 Oct 08, 2026
TD Waterhouse Canada Inc. History No change 362,737 6,863 0.02% 0.02% 72 0 0.0% Q2 2026 Jul 27, 2026
Entruity Wealth, LLC History No change 361,456 6,820 4.41% 4.41% 73 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 365,114 6,798 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 10, 2026
SIG North Trading, ULC History No change 356,778 6,732 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 356,362 6,724 0.03% 0.03% 76 0 0.0% Q2 2026 Jul 27, 2026
CENTRAL TRUST Co History No change 330,978 6,245 0.11% 0.11% 77 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 328,652 6,086 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Pine Valley Investments Ltd Liability Co History No change 302,878 5,715 0.23% 0.23% 79 0 0.0% Q2 2026 Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 292,323 5,516 0.25% 0.25% 80 0 0.0% Q2 2026 Jul 24, 2026
WADDELL & ASSOCIATES, LLC History No change 288,061 5,435 0.27% 0.27% 81 0 0.0% Q2 2026 Jul 15, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 258,804 4,883 0.49% 0.49% 82 0 0.0% Q2 2026 Jul 31, 2026
Euro Pacific Asset Management, LLC History No change 284,621 4,809 0.55% 0.55% 83 0 0.0% Q2 2026 Aug 06, 2026
MENLO ADVISORS LLC History No change 251,710 4,749 2.08% 2.08% 84 0 0.0% Q2 2026 Sep 10, 2026
New Harbor Financial Group, LLC History No change 236,272 4,458 0.7% 0.7% 85 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 233,631 4,408 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 224,359 4,233 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 10, 2026
Fielder Capital Group LLC History No change 222,956 4,207 0.91% 0.91% 88 0 0.0% Q2 2026 Aug 06, 2026
Regency Capital Management Inc.\DE History No change 222,527 4,199 1.67% 1.67% 89 0 0.0% Q2 2026 Aug 12, 2026
Knoll Capital Management, LLC History No change 222,160 4,192 1.96% 1.96% 90 0 0.0% Q2 2026 Sep 09, 2026
FLOW TRADERS U.S. LLC History No change 221,858 4,186 0.17% 0.17% 91 0 0.0% Q2 2026 Aug 14, 2026
Anson Funds Management LP History No change 215,327 4,063 0.24% 0.24% 92 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 211,665 3,994 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 205,537 3,878 0.07% 0.07% 94 0 0.0% Q2 2026 Jul 09, 2026
UBS Group AG History No change 202,421 3,819 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
SeaCrest Wealth Management, LLC History No change 201,835 3,808 0.42% 0.42% 96 0 0.0% Q2 2026 Jul 09, 2026
Belpointe Asset Management LLC History No change 196,824 3,714 0.12% 0.12% 97 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 195,246 3,684 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 194,160 3,663 0.67% 0.67% 99 0 0.0% Q2 2026 Aug 04, 2026
Manatuck Hill Partners, LLC History No change 192,200 3,626 1.2% 1.2% 100 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 189,429 3,574 0.02% 0.02% 101 0 0.0% Q2 2026 Jul 24, 2026
Financial Sense Advisors, Inc. History No change 183,168 3,456 0.68% 0.68% 102 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 177,149 3,342 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 06, 2026
Rathbones Group PLC History No change 174,744 3,297 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 172,938 3,263 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 14, 2026
ABBINGTON INVESTMENT GROUP History No change 171,210 3,230 2.06% 2.06% 106 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY TRUST CO History No change 170,030 3,208 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 13, 2026
Alpha Advisors, LLC/VA History No change 170,047 3,208 2.41% 2.41% 108 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 167,767 3,165 0.11% 0.11% 109 0 0.0% Q2 2026 Jul 24, 2026
Mariner, LLC History No change 165,376 3,120 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 164,403 3,102 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 161,762 3,052 0.1% 0.1% 112 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 157,550 2,972 0.02% 0.02% 113 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 155,699 2,938 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 155,449 2,933 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 151,118 2,851 0.02% 0.02% 116 0 0.0% Q2 2026 Sep 08, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 148,774 2,807 1.17% 1.17% 117 0 0.0% Q2 2026 Jul 24, 2026
Pettinga Financial Advisors LLC History No change 145,110 2,738 0.44% 0.44% 118 0 0.0% Q2 2026 Jul 09, 2026
Gradient Investments LLC History Added to 139,067 2,693 0.04% 0.04% 119 +4,062 3.01% Q3 2026 Oct 08, 2026
Pasadena Private Wealth, LLC History No change 141,531 2,670 0.34% 0.34% 120 0 0.0% Q2 2026 Aug 10, 2026
Arkos Global Advisors History No change 140,600 2,653 0.31% 0.31% 121 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 139,280 2,628 0.05% 0.05% 122 0 0.0% Q2 2026 Jul 31, 2026
Harvest Investment Services, LLC History No change 137,521 2,595 0.4% 0.4% 123 0 0.0% Q2 2026 Aug 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 136,742 2,580 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 10, 2026
SMART Wealth LLC History No change 135,919 2,564 0.55% 0.55% 125 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 135,804 2,562 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 07, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 84,891 2,562 3.09% 3.09% 127 0 0.0% Q2 2026 Jul 27, 2026
HC Advisors, LLC History No change 131,342 2,478 1.5% 1.5% 128 0 0.0% Q2 2026 Aug 07, 2026
October Effect Ltd History No change 129,970 2,452 2.31% 2.31% 129 0 0.0% Q2 2026 Jul 21, 2026
M. Kulyk & Associates, LLC History No change 124,723 2,353 0.38% 0.38% 130 0 0.0% Q2 2026 Aug 07, 2026
ArchPoint Investors History No change 124,364 2,346 0.5% 0.5% 131 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 123,593 2,332 0.13% 0.13% 132 0 0.0% Q2 2026 Aug 14, 2026
49 WEALTH MANAGEMENT, LLC History No change 123,582 2,331 0.44% 0.44% 133 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 123,582 2,331 0.44% 0.44% 134 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 122,100 2,304 0.52% 0.52% 135 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 120,630 2,276 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 120,388 2,271 0.06% 0.06% 137 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 119,404 2,253 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 07, 2026
SMITH, MOORE & CO. History No change 117,482 2,216 0.14% 0.14% 139 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 116,697 2,202 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 114,100 2,153 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 22, 2026
Cerity Partners LLC History No change 112,172 2,116 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 111,174 2,097 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 111,134 2,097 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 109,019 2,057 0.07% 0.07% 145 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 107,595 2,030 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 106,227 2,004 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 105,572 1,992 0.05% 0.05% 148 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 103,538 1,953 0.71% 0.71% 149 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 101,107 1,907 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 101,090 1,907 0.04% 0.04% 151 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 101,066 1,907 0.12% 0.12% 152 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 100,064 1,888 0.01% 0.01% 153 0 0.0% Q2 2026 Jul 17, 2026
Nalls Sherbakoff Group, LLC History No change 99,008 1,868 1.33% 1.33% 154 0 0.0% Q2 2026 Aug 17, 2026
BEAM WEALTH ADVISORS, INC. History No change 98,751 1,863 0.41% 0.41% 155 0 0.0% Q2 2026 Jul 29, 2026
LINCOLN CAPITAL CORP History No change 97,800 1,845 0.6% 0.6% 156 0 0.0% Q2 2026 Jul 16, 2026
Nokomis Capital, L.L.C. History No change 92,500 1,745 0.6% 0.6% 157 0 0.0% Q2 2026 Aug 21, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 91,538 1,727 0.95% 0.95% 158 0 0.0% Q2 2026 Jul 23, 2026
Beutel, Goodman & Co Ltd. History No change 92,500 1,726 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 12, 2026
Cypress Wealth Services, LLC History No change 90,754 1,712 0.21% 0.21% 160 0 0.0% Q2 2026 Jul 10, 2026
Sicart Associates LLC History No change 89,698 1,692 0.41% 0.41% 161 0 0.0% Q2 2026 Aug 11, 2026
Cobblestone Asset Management LLC History No change 87,426 1,649 0.69% 0.69% 162 0 0.0% Q2 2026 Jul 21, 2026
Beaird Harris Wealth Management, LLC History No change 87,133 1,644 0.1% 0.1% 163 0 0.0% Q2 2026 Jul 08, 2026
PFG Investments, LLC History No change 86,507 1,632 0.06% 0.06% 164 0 0.0% Q2 2026 Jul 23, 2026
Arnhold LLC History No change 85,000 1,603 0.11% 0.11% 165 0 0.0% Q2 2026 Jul 27, 2026
Ausdal Financial Partners, Inc. History No change 84,557 1,595 0.06% 0.06% 166 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 82,585 1,558 0.06% 0.06% 167 0 0.0% Q2 2026 Aug 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 82,060 1,548 0.13% 0.13% 168 0 0.0% Q2 2026 Aug 05, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 81,940 1,545 0.29% 0.29% 169 0 0.0% Q2 2026 Aug 07, 2026
FIRST MANHATTAN CO. LLC. History No change 80,900 1,526 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 80,179 1,512 0.41% 0.41% 171 0 0.0% Q2 2026 Jul 24, 2026
CAPTRUST FINANCIAL ADVISORS History No change 78,469 1,480 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Investment Partners LLC History No change 78,059 1,472 0.12% 0.12% 173 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 77,926 1,470 0.16% 0.16% 174 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 77,692 1,466 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 10, 2026
StoneX Group Inc. History No change 73,599 1,461 0.06% 0.06% 176 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 75,719 1,428 0.06% 0.06% 177 0 0.0% Q2 2026 Aug 10, 2026
GLOBAL STRATEGIC MANAGEMENT INC History No change 75,000 1,420 1.1% 1.1% 178 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 73,910 1,394 0.08% 0.08% 179 0 0.0% Q2 2026 Jul 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 73,478 1,386 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 28, 2026
OneAscent Financial Services LLC History No change 73,193 1,381 0.07% 0.07% 181 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 72,308 1,364 0.0% 0.0% 182 0 0.0% Q2 2026 Sep 02, 2026
Arax Advisory Partners History No change 72,089 1,360 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 10, 2026
Mountain Lake Investment Management LLC History No change 67,321 1,270 0.79% 0.79% 184 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 66,757 1,259 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 10, 2026
Argent Trust Co History No change 65,549 1,236 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 06, 2026
Tradition Wealth Management, LLC History No change 61,227 1,155 0.07% 0.07% 187 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 60,794 1,147 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 59,665 1,125 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 03, 2026
Alliance Wealth Advisors, LLC /UT History No change 58,008 1,094 0.21% 0.21% 190 0 0.0% Q2 2026 Jul 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 57,590 1,086 0.11% 0.11% 191 0 0.0% Q2 2026 Jul 16, 2026
Elequin Capital, LP History No change 57,500 1,085 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 57,091 1,077 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 56,771 1,071 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 55,238 1,042 0.17% 0.17% 195 0 0.0% Q2 2026 Aug 04, 2026
G&S Capital LLC History No change 54,946 1,036 0.3% 0.3% 196 0 0.0% Q2 2026 Jul 10, 2026
Farther Finance Advisors, LLC History Added to 52,184 1,010 0.01% 0.01% 197 +12,928 32.93% Q3 2026 Oct 08, 2026
Oxbow Advisors, LLC History No change 52,713 994 0.08% 0.08% 198 0 0.0% Q2 2026 Aug 07, 2026
Greenfield Seitz Capital Management, LLC History No change 52,034 981 0.29% 0.29% 199 0 0.0% Q2 2026 Aug 12, 2026
Synergy Asset Management, LLC History No change 51,807 977 0.09% 0.09% 200 0 0.0% Q2 2026 Jul 22, 2026
Mraz, Amerine & Associates, Inc. History No change 51,774 976 0.14% 0.14% 201 0 0.0% Q2 2026 Jul 16, 2026
IHT Wealth Management, LLC History No change 51,563 972 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 14, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 51,124 964 0.45% 0.45% 203 0 0.0% Q2 2026 Aug 13, 2026
BCV Asset Management Inc. History No change 51,625 957 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 50,096 945 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 49,630 936 0.02% 0.02% 206 0 0.0% Q2 2026 Jul 15, 2026
Enclave Advisors LLC History No change 49,472 933 0.12% 0.12% 207 0 0.0% Q2 2026 Jul 14, 2026
Providence Wealth Advisors, LLC History No change 45,048 881 0.52% 0.52% 208 0 0.0% Q2 2026 Jul 29, 2026
Destiny Wealth Partners, LLC History No change 45,452 854 0.12% 0.12% 209 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 45,304 854 0.04% 0.04% 210 0 0.0% Q2 2026 Jul 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 43,227 837 0.16% 0.17% 211 0 0.0% Q3 2026 Oct 05, 2026
Lane Generational LLC History No change 44,334 836 0.73% 0.73% 212 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Investment Counsel, LLC History No change 43,970 829 0.11% 0.11% 213 0 0.0% Q2 2026 Aug 05, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 43,849 827 0.08% 0.08% 214 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc. History No change 43,660 823 0.21% 0.21% 215 0 0.0% Q2 2026 Jul 28, 2026
NOMURA HOLDINGS INC History No change 42,342 798 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Kiker Wealth Management, LLC History No change 42,240 797 0.31% 0.31% 217 0 0.0% Q2 2026 Jul 30, 2026
Perennial Investment Advisors, LLC History No change 42,075 793 0.05% 0.05% 218 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 41,386 780 0.07% 0.07% 219 0 0.0% Q2 2026 Jul 21, 2026
Exit Wealth Advisors, LLC. History No change 41,182 777 0.35% 0.35% 220 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 41,152 776 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 10, 2026
VanWeelden Wealth Management, LLC History No change 39,175 739 0.55% 0.55% 222 0 0.0% Q2 2026 Aug 12, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 38,987 735 0.4% 0.4% 223 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 38,314 722 0.07% 0.07% 224 0 0.0% Q2 2026 Jul 13, 2026
Black Diamond Financial, LLC History No change 38,137 719 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 04, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 38,019 717 0.15% 0.15% 226 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 37,970 716 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 17, 2026
Veracity Capital LLC History Added to 36,590 708 0.19% 0.18% 228 +261 0.72% Q3 2026 Oct 08, 2026
TrustWell Financial Advisors, LLC History No change 36,842 695 0.59% 0.59% 229 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 36,642 691 0.0% 0.0% 230 0 0.0% Q2 2026 Jul 20, 2026
DAGCO, INC. History No change 36,668 691 0.13% 0.13% 231 0 0.0% Q2 2026 Jul 10, 2026
Wakefield Asset Management LLLP History No change 36,413 687 0.15% 0.15% 232 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History No change 36,075 680 0.06% 0.06% 233 0 0.0% Q2 2026 Jul 16, 2026
Ignite Planners, LLC History No change 35,417 668 0.09% 0.09% 234 0 0.0% Q2 2026 Jul 23, 2026
Gateway Wealth Partners, LLC History No change 35,451 668 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 04, 2026
ADE, LLC History No change 35,372 667 0.28% 0.28% 236 0 0.0% Q2 2026 Aug 04, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 34,785 656 0.03% 0.03% 237 0 0.0% Q2 2026 Jul 31, 2026
Latitude Advisors, LLC History No change 33,899 639 0.25% 0.25% 238 0 0.0% Q2 2026 Jul 27, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 33,925 637 0.07% 0.07% 239 0 0.0% Q2 2026 Aug 03, 2026
MATAURO, LLC History No change 32,991 622 0.08% 0.08% 240 0 0.0% Q2 2026 Jul 21, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 32,700 617 0.17% 0.17% 241 0 0.0% Q2 2026 Aug 12, 2026
Castleview Partners, LLC History Added to 31,710 614 0.27% 0.26% 242 +620 1.99% Q3 2026 Oct 09, 2026
BENJAMIN EDWARDS INC History No change 32,333 610 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 24, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 32,090 605 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Lake Advisors LLC History No change 31,825 600 0.22% 0.22% 245 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Select Advisors, LLC History No change 31,200 588 0.25% 0.25% 246 0 0.0% Q2 2026 Aug 05, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 31,120 587 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 11, 2026
Hiley Hunt Wealth Management History No change 29,408 569 0.22% 0.22% 248 0 0.0% Q3 2026 Oct 08, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 30,000 566 0.2% 0.2% 249 0 0.0% Q2 2026 Jul 22, 2026
TWO SIGMA SECURITIES, LLC History No change 29,950 565 0.05% 0.05% 250 0 0.0% Q2 2026 Aug 14, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 29,709 560 0.04% 0.04% 251 0 0.0% Q2 2026 Aug 12, 2026
O'Brien Greene & Co. Inc History No change 29,688 560 0.15% 0.15% 252 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 29,650 559 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 29,588 558 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 29, 2026
180 WEALTH ADVISORS, LLC History No change 29,555 557 0.06% 0.06% 255 0 0.0% Q2 2026 Jul 07, 2026
SURIENCE PRIVATE WEALTH LLC History No change 28,526 538 0.47% 0.47% 256 0 0.0% Q2 2026 Jul 24, 2026
Outlook Wealth Advisors, LLC History No change 27,826 525 0.11% 0.11% 257 0 0.0% Q2 2026 Aug 03, 2026
WEDBUSH SECURITIES INC History No change 27,399 517 0.01% 0.01% 258 0 0.0% Q2 2026 Jul 28, 2026
CAPITAL CITY TRUST CO/FL History No change 27,320 515 0.11% 0.11% 259 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Capital Group History New 26,050 504 0.06% — 260 +26,050 New Q3 2026 Oct 08, 2026
SlateStone Wealth, LLC History No change 25,942 490 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 20, 2026
Insight Inv LLC History No change 25,750 485 0.23% 0.23% 262 0 0.0% Q2 2026 Jul 23, 2026
Douglass Winthrop Advisors, LLC History No change 25,350 478 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 24,647 477 0.13% 0.12% 264 +472 1.95% Q3 2026 Oct 02, 2026
SCHARF INVESTMENTS, LLC History No change 25,000 471 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 10, 2026
IFG Advisory, LLC History No change 25,007 471 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 24,739 466 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 24,669 465 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 24,600 464 0.01% 0.01% 269 0 0.0% Q2 2026 Jul 17, 2026
Cresset Asset Management, LLC History No change 24,425 460 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 24,000 452 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 27, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 23,875 450 0.09% 0.09% 272 0 0.0% Q2 2026 Jul 22, 2026
Man Group plc History No change 23,771 448 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 23,606 445 0.1% 0.1% 274 0 0.0% Q2 2026 Jul 30, 2026
Apollon Financial, LLC History No change 23,633 445 0.05% 0.05% 275 0 0.0% Q2 2026 Jul 22, 2026
LexAurum Advisors, LLC History No change 23,153 436 0.05% 0.05% 276 0 0.0% Q2 2026 Jul 15, 2026
Bill Few Associates, Inc. History No change 22,150 429 0.09% 0.09% 277 0 0.0% Q3 2026 Oct 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 22,585 426 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 19, 2026
Vise Technologies, Inc. History No change 22,518 424 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 10, 2026
IPG Investment Advisors LLC History No change 22,390 422 0.06% 0.06% 280 0 0.0% Q2 2026 Aug 12, 2026
Nadler Financial Group, Inc. History No change 22,272 420 0.04% 0.04% 281 0 0.0% Q2 2026 Jul 29, 2026
Nikulski Financial, Inc. History No change 21,974 414 0.09% 0.09% 282 0 0.0% Q2 2026 Jul 28, 2026
UNIQUE WEALTH, LLC History No change 21,910 413 0.05% 0.05% 283 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 21,641 408 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 22, 2026
Mountain Capital Investment Advisors Inc. History No change 21,504 405 0.06% 0.06% 285 0 0.0% Q2 2026 Jul 14, 2026
Arlington Trust Co LLC History No change 21,101 398 0.03% 0.03% 286 0 0.0% Q2 2026 Jul 07, 2026
CIBC Bancorp USA Inc. History No change 21,060 397 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 21,017 396 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 20,872 393 0.05% 0.05% 289 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 20,736 391 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 22, 2026
Delta Investment Management, LLC History No change 20,624 389 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 13, 2026
ARS Wealth Advisors Group, LLC History No change 20,600 388 0.03% 0.03% 292 0 0.0% Q2 2026 Jul 16, 2026
Atria Investments, Inc History No change 20,257 382 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 19,954 376 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 20,175 373 0.02% 0.02% 295 0 0.0% Q2 2026 Jul 14, 2026
Melia Wealth LLC History No change 19,623 370 0.21% 0.21% 296 0 0.0% Q2 2026 Aug 17, 2026
Mission Financial Group, LLC History No change 19,518 368 0.31% 0.31% 297 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 19,000 358 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 17,675 338 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 17,941 338 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 06, 2026
Badgley Phelps Wealth Managers, LLC History No change 17,732 334 0.01% 0.01% 301 0 0.0% Q2 2026 Jul 31, 2026
EP Wealth Advisors, LLC History No change 17,497 330 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 17,300 326 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 23, 2026
NICOLET BANKSHARES INC History No change 16,240 322 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 11, 2026
Meixler Investment Management, Ltd. History No change 17,070 322 0.18% 0.18% 305 0 0.0% Q2 2026 Aug 03, 2026
JT Stratford LLC History No change 16,822 317 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 16,737 315 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 16,663 314 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 09, 2026
Mendota Financial Group, LLC History No change 16,000 309 0.19% 0.19% 309 0 0.0% Q3 2026 Oct 07, 2026
MONECO ADVISORS, LLC History No change 16,144 304 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 11, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 16,100 303 0.03% 0.03% 311 0 0.0% Q2 2026 Jul 22, 2026
Koshinski Asset Management, Inc. History No change 15,775 297 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 27, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 15,723 296 0.02% 0.02% 313 0 0.0% Q2 2026 Jul 31, 2026
Permanent Capital Management, LP History No change 15,723 296 0.04% 0.04% 314 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 15,654 295 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 15,491 292 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 15,485 292 0.04% 0.04% 317 0 0.0% Q2 2026 Aug 12, 2026
Allen Capital Group, LLC History No change 15,342 289 0.02% 0.02% 318 0 0.0% Q2 2026 Jul 27, 2026
Sandy Cove Advisors, LLC History No change 15,350 289 0.07% 0.07% 319 0 0.0% Q2 2026 Jul 07, 2026
CERTUITY, LLC History No change 15,248 287 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 28, 2026
NOVEM GROUP History No change 15,225 287 0.03% 0.03% 321 0 0.0% Q2 2026 Jul 21, 2026
Neuberger Berman Group LLC History No change 15,200 286 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
IFC Advisors LLC History No change 15,019 283 0.04% 0.04% 323 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 14,977 282 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 06, 2026
Heritage Trust Co History No change 14,799 279 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 14,738 278 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 07, 2026
Robinson Value Management, Ltd. History No change 14,696 277 0.15% 0.15% 327 0 0.0% Q2 2026 Aug 10, 2026
E&G Advisors, LLC History No change 14,500 273 0.05% 0.05% 328 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Reduced 14,032 271 0.01% 0.01% 329 -3,373 -19.38% Q3 2026 Oct 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 14,384 270 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 14,316 270 0.09% 0.09% 331 0 0.0% Q2 2026 Aug 03, 2026
Clarity Financial LLC History No change 14,291 269 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 20, 2026
NovaPoint Capital, LLC History No change 14,061 265 0.06% 0.06% 333 0 0.0% Q2 2026 Aug 06, 2026
Sharp Wealth Advisory, LLC History No change 13,700 258 0.12% 0.12% 334 0 0.0% Q2 2026 Jul 24, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 13,280 257 0.03% 0.03% 335 +985 8.01% Q3 2026 Oct 08, 2026
PFG Advisors History No change 13,643 257 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 16, 2026
Alpha Financial Partners LLC History No change 13,310 251 0.13% 0.13% 337 0 0.0% Q2 2026 Aug 11, 2026
Total Wealth Planning & Management, Inc. History No change 13,233 249 0.17% 0.17% 338 0 0.0% Q2 2026 Jul 28, 2026
V. M. MANNING & CO., INC. History No change 13,153 248 0.21% 0.21% 339 0 0.0% Q2 2026 Jul 13, 2026
Auxano Advisors, LLC History No change 13,151 248 0.05% 0.05% 340 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 13,040 246 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 13,050 246 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 31, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,000 245 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 13,005 245 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 24, 2026
Global View Capital Management LLC History No change 12,933 244 0.05% 0.05% 345 0 0.0% Q2 2026 Jul 23, 2026
Main Street Group, LTD History No change 12,775 241 0.06% 0.06% 346 0 0.0% Q2 2026 Jul 13, 2026
Crown Wealth Group, LLC History No change 12,738 240 0.06% 0.06% 347 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 12,485 235 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 12, 2026
SPWM Advisors LLC History No change 13,000 234 0.22% 0.22% 349 0 0.0% Q2 2026 Jul 24, 2026
Bernicke Wealth Management, Ltd. History No change 12,297 232 0.03% 0.03% 350 0 0.0% Q2 2026 Aug 11, 2026
LVW Advisors, LLC History No change 12,336 232 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 15, 2026
AlphaStar Capital Management, LLC History No change 12,318 232 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 30, 2026
Sendero Wealth Management, LLC History No change 12,000 226 0.02% 0.02% 353 0 0.0% Q2 2026 Aug 04, 2026
J. Safra Sarasin Holding AG History No change 11,930 225 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 31, 2026
TCFG Investment Advisors, LLC History No change 11,955 225 0.08% 0.08% 355 0 0.0% Q2 2026 Jul 17, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 11,916 224 0.17% 0.17% 356 0 0.0% Q2 2026 Jul 21, 2026
RPS ADVISORY SOLUTIONS LLC History No change 11,595 218 0.14% 0.14% 357 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 11,506 217 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
Bank Pictet & Cie (Europe) AG History No change 11,449 216 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 24, 2026
MISSION WEALTH MANAGEMENT, LP History No change 11,401 215 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 20, 2026
LifeWealth Investments, LLC History No change 11,446 215 0.06% 0.06% 361 0 0.0% Q2 2026 Jul 16, 2026
Bluespring Wealth Management, LLC History No change 11,300 213 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 11,307 213 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 10, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 11,323 213 0.06% 0.06% 364 0 0.0% Q2 2026 Jul 14, 2026
Crane Advisory, LLC History No change 11,950 213 0.03% 0.03% 365 0 0.0% Q2 2026 Jul 17, 2026
Diligent Investors, LLC History No change 11,200 211 0.05% 0.05% 366 0 0.0% Q2 2026 Jul 24, 2026
CENTAURUS FINANCIAL, INC. History No change 11,147 210 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 17, 2026
Almanack Investment Partners, LLC. History No change 11,125 209 0.03% 0.03% 368 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 10,572 207 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,944 206 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 12, 2026
Investor's Fiduciary Advisor Network, LLC History No change 10,844 204 0.07% 0.07% 371 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,795 203 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 10,601 200 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 27, 2026
Wilkerson Advisory Group LLC History No change 10,448 197 0.06% 0.06% 374 0 0.0% Q2 2026 Jul 21, 2026
St. Louis Financial Planners Asset Management, LLC History No change 10,010 194 0.1% 0.1% 375 0 0.0% Q2 2026 Jul 07, 2026
Welch Group, LLC History No change 10,173 191 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 23, 2026
Total Clarity Wealth Management, Inc. History No change 10,101 190 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 23, 2026
Evelyn Partners Group Ltd History No change 10,100 190 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 10,000 188 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 10,000 188 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 9,140 172 0.04% 0.04% 381 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History New 7,461 145 0.0% — 383 +7,461 New Q3 2026 Oct 02, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 7,685 145 0.05% 0.05% 382 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 7,595 143 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 7,144 134 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 7,042 132 0.03% 0.03% 386 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 6,495 122 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 06, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 6,056 114 0.08% 0.08% 388 0 0.0% Q2 2026 Aug 11, 2026
Millstone Evans Group, LLC History No change 6,000 113 0.06% 0.06% 389 0 0.0% Q2 2026 Aug 11, 2026
Dogwood Wealth Management LLC History No change 5,950 112 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 06, 2026
WEBSTER BANK, N. A. History No change 5,600 105 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History No change 5,451 102 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 21, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,400 101 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 5,325 100 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 09, 2026
Atlatl Advisers LLC History No change 5,205 98 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 5,093 96 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 20, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 5,000 94 0.04% 0.04% 397 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 5,000 94 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 14, 2026
BESSEMER GROUP INC History No change 4,935 93 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 12, 2026
Guardian Partners Inc. History No change 4,750 88 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 4,493 84 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 4,330 81 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 15, 2026
Cherry Tree Wealth Management, LLC History No change 4,158 78 0.01% 0.01% 403 0 0.0% Q2 2026 Sep 15, 2026
Principia Wealth Advisory, LLC History No change 4,045 76 0.04% 0.04% 404 0 0.0% Q2 2026 Aug 26, 2026
Keating Financial Advisory Services, Inc. History No change 4,078 76 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3,700 69 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 3,652 68 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 3,528 66 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 12, 2026
Barnes Dennig Private Wealth Management LLC History No change 3,510 66 0.05% 0.05% 409 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,308 62 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 28, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 3,140 59 0.01% 0.01% 411 0 0.0% Q2 2026 Jul 15, 2026
Smithfield Trust Co History No change 3,000 57 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History No change 3,000 56 0.02% 0.02% 413 0 0.0% Q2 2026 Jul 28, 2026
Bulwark Capital Corp History No change 2,930 55 0.03% 0.03% 414 0 0.0% Q2 2026 Jul 06, 2026
IMA Advisory Services, Inc. History No change 2,900 54 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 10, 2026
Redwood Park Advisors LLC History No change 2,712 51 0.03% 0.03% 416 0 0.0% Q2 2026 Aug 11, 2026
LFA - Lugano Financial Advisors SA History No change 2,650 50 0.03% 0.03% 417 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 2,629 49 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 2,600 49 0.03% 0.03% 419 0 0.0% Q2 2026 Aug 17, 2026
FRANKLIN RESOURCES INC History No change 2,500 47 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 2,500 47 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 2,500 47 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 16, 2026
Concord Wealth Partners History No change 2,500 47 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 27, 2026
Hara Capital LLC History No change 2,225 41 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 2,059 38 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,005 37 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 1,953 36 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 1,750 33 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 14, 2026
Parallel Advisors, LLC History No change 1,695 31 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 1,600 30 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 1,538 29 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 28, 2026
Bank & Trust Co History No change 1,500 29 0.02% 0.02% 432 0 0.0% Q3 2026 Oct 07, 2026
MOTCO History No change 1,445 27 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 31, 2026
Purpose Unlimited Inc. History No change 1,400 26 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 1,304 24 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 1,250 23 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 01, 2026
Westside Investment Management, Inc. History No change 1,200 22 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 27, 2026
Luminist Capital LLC History No change 1,200 22 0.02% 0.02% 438 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 1,070 20 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Financial History No change 1,112 20 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 1,061 20 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 30, 2026
Game Plan Financial Advisors, LLC History No change 1,044 19 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,000 18 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 918 17 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 10, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 862 16 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 14, 2026
Parkside Financial Bank & Trust History No change 750 14 0.0% 0.0% 446 0 0.0% Q2 2026 Sep 04, 2026
Colonial Trust Advisors History No change 750 14 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 750 14 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 23, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 678 12 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 09, 2026
Plante Moran Financial Advisors, LLC History No change 643 12 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 687 12 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 27, 2026
Gen-Wealth Partners Inc History No change 640 12 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 600 11 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 09, 2026
Tradewinds Capital Management, LLC History No change 580 10 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 572 10 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 20, 2026
Park Place Capital Corp History No change 575 10 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 500 9 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 06, 2026
Gould Capital, LLC History No change 500 9 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 07, 2026
Parvin Asset Management, LLC History No change 486 9 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 450 8 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 30, 2026
SWAN Capital LLC History No change 333 6 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 300 5 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 05, 2026
Investors Research Corp History No change 288 5 0.0% 0.0% 463 0 0.0% Q3 2026 Oct 07, 2026
BFSG, LLC History No change 240 4 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 250 4 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 06, 2026
TOTH FINANCIAL ADVISORY CORP History No change 170 3 0.0% 0.0% 466 0 0.0% Q3 2026 Oct 08, 2026
Burnham & Co LLC History No change 200 3 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 11, 2026
New England Capital Financial Advisors LLC History No change 125 2 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 27, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 100 1 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 82 1 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 90 1 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 13, 2026
Smartleaf Asset Management LLC History No change 64 1 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 12, 2026
REAP Financial Group, LLC History No change 60 1 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 04, 2026
Markowski Investments History No change 77 1 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Trust Co History No change 2 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Cypress Capital Management LLC (WY) History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 50 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Cedar Mountain Advisors, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 30 0 — — — 0 0.0% Q2 2026 Jul 21, 2026