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Abrdn Physical Gold Shares (SGOL)

CUSIP: 00326A104 | NYSE | 898 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Almanack Investment Partners, Llc.873,189
4.1% of portfolio›$34.5M
Mirae Asset Global Investments Co., Ltd.723,550
0.1% of portfolio›$28.6M
Advisors Management Group Inc707,667
7.2% of portfolio›$28.0M
Kestra Advisory Services, LLC691,046
0.1% of portfolio›$27.3M
Encompass More Asset Management496,846
2.8% of portfolio›$19.7M
Towneley Capital Management, Inc / de494,788
3.9% of portfolio›$19.6M
Bfsg, LLC492,054
1.7% of portfolio›$19.5M
Ameliora Wealth Management Ltd.457,369
5.2% of portfolio›$18.1M
Thrivent Financial for Lutherans436,550
0.1% of portfolio›$17.3M
Global View Capital Management LLC434,528
3.8% of portfolio›$17.2M
Stonebridge Financial Group, LLC430,410
1.3% of portfolio›$17.0M
WT Wealth Management409,254
4.5% of portfolio›$16.2M
Blue Trust, Inc.358,807
0.1% of portfolio›$14.2M
Newman Dignan & Sheerar, Inc.317,706
2.4% of portfolio›$12.6M
180 Wealth Advisors, LLC314,521
1.2% of portfolio›$12.4M
Focus Financial Network, Inc.292,062
0.3% of portfolio›$11.6M
Fulcrum Wealth Advisors, LLC286,902
7.9% of portfolio›$11.3M
China Universal Asset Management Co., Ltd.286,500
0.6% of portfolio›$11.4M
Cambridge Investment Research Advisors, Inc.285,790
0.1% of portfolio›$11.3M
US Bancorp \de\266,931
0.0% of portfolio›$10.6M
Avestar Capital, LLC260,361
0.8% of portfolio›$10.3M
Cypress Capital, LLC256,949
2.7% of portfolio›$10.2M
Allen Capital Group, LLC218,261
0.7% of portfolio›$8.6M
Capital Management Associates, Inc215,379
1.7% of portfolio›$8.5M
Terra Nova Asset Management LLC195,743
5.0% of portfolio›$7.7M
Commonwealth Equity Services, LLC178,564
0.0% of portfolio›$7.1M
Fiduciary Alliance LLC173,198
0.5% of portfolio›$6.9M
Clear Retirement Advice LLC161,506
4.3% of portfolio›$6.4M
Choreo, LLC153,679
0.1% of portfolio›$6.1M
Ervin Investment Management, LLC153,325
3.3% of portfolio›$6.1M
Kellett Wealth Advisors, LLC143,937
2.1% of portfolio›$5.7M
BCM Advisors, LLC136,975
1.0% of portfolio›$5.1M
Go Invest LLC135,974
1.1% of portfolio›$5.4M
Moneco Advisors, LLC113,501
0.3% of portfolio›$4.5M
Narwhal Capital Management105,726
0.3% of portfolio›$4.2M
Creative Planning102,020
0.0% of portfolio›$4.0M
Atlatl Advisers LLC101,114
0.9% of portfolio›$4.0M
Wealth Enhancement Advisory Services, LLC95,186
0.0% of portfolio›$3.7M
Brookstone Capital Management94,081
0.0% of portfolio›$3.7M
Centurion Wealth Management LLC93,145
0.9% of portfolio›$3.7M
Aspect Partners, LLC92,900
1.4% of portfolio›$3.7M
Compound Planning, Inc.87,678
0.1% of portfolio›$3.5M
Pekin Hardy Strauss, Inc.84,103
0.3% of portfolio›$3.3M
Global Assets Advisory, LLC83,203
0.7% of portfolio›$3.3M
True North Advisors, LLC76,961
0.2% of portfolio›$3.0M
Matauro, LLC74,260
0.4% of portfolio›$2.9M
A. D. Beadell Investment Counsel, Inc.66,975
5.5% of portfolio›$2.6M
Sowell Financial Services LLC62,589
0.1% of portfolio›$2.5M
Fiduciary Financial Group, LLC62,443
0.3% of portfolio›$2.5M
Wealth Alliance Advisory Group, LLC62,017
0.3% of portfolio›$2.5M
Cooper Financial Group59,757
0.2% of portfolio›$2.4M
Mirabaud & Cie SA57,964
0.9% of portfolio›$2.3M
Oppenheimer & Co Inc57,883
0.0% of portfolio›$2.3M
Blue Bell Private Wealth Management, LLC57,202
0.3% of portfolio›$2.3M
Xcel Wealth Management, LLC56,685
0.6% of portfolio›$2.2M
Sheets Smith Wealth Management55,892
0.2% of portfolio›$2.2M
Worth Asset Management, LLC55,034
0.6% of portfolio›$2.2M
Resonant Capital Advisors, LLC50,481
0.1% of portfolio›$2.0M
IFP Advisors, Inc50,094
0.0% of portfolio›$2.0M
Legacy Wealth Asset Management, LLC48,573
0.4% of portfolio›$1.9M
Plan Group Financial, LLC46,800
0.4% of portfolio›$1.8M
Arta Finance Wealth Management LLC46,491
0.9% of portfolio›$1.8M
BOS Asset Management, LLC41,982
0.4% of portfolio›$1.7M
LFG Wealth Partners, LLC40,399
0.7% of portfolio›$1.6M
Investment Partners Asset Management, Inc.40,340
0.9% of portfolio›$1.6M
Alpine Bank Wealth Management38,000
0.2% of portfolio›$1.5M
Fifth Third Bancorp37,307
0.0% of portfolio›$1.5M
Anson Capital, Inc.36,133
0.9% of portfolio›$1.4M
Mather Group, Llc.36,038
0.0% of portfolio›$1.4M
Farther Finance Advisors, LLC33,306
0.0% of portfolio›$1.3M
White Lighthouse Investment Management Inc.31,892
0.2% of portfolio›$1.3M
HB Wealth Management, LLC31,310
0.0% of portfolio›$1.2M
Blue Capital, Inc.31,038
0.8% of portfolio›$1.2M
Balboa Wealth Partners29,740
0.2% of portfolio›$1.2M
Roman Butler Fullerton & Co25,715
0.2% of portfolio›$1.0M
EPG Wealth Management LLC25,208
0.2% of portfolio›$997.2K
CoreCap Advisors, LLC25,054
0.0% of portfolio›$991.1K
Chicago Capital, LLC24,740
0.0% of portfolio›$978.7K
Wolff Wiese Magana LLC24,426
0.4% of portfolio›$966.3K
Upper Left Wealth Management, LLC24,060
0.5% of portfolio›$951.8K
Stapp Wealth Management, Pllc23,632
1.2% of portfolio›$934.9K
Bay Capital Advisors, LLC23,471
0.5% of portfolio›$928.5K
XML Financial, LLC23,400
0.1% of portfolio›$925.7K
Mission Financial Group, LLC22,444
0.7% of portfolio›$887.9K
Pegasus Asset Management, Inc.22,265
0.3% of portfolio›$880.8K
Acorn Wealth Advisors, LLC20,057
0.2% of portfolio›$793.5K
Paragon Private Wealth Management, LLC19,985
0.2% of portfolio›$790.6K
Seven Post Investment Office LP19,319
0.2% of portfolio›$764.3K
J.W. Cole Advisors, Inc.18,993
0.0% of portfolio›$751.4K
Truist Financial Corp18,813
0.0% of portfolio›$744.2K
Leelyn Smith, LLC18,029
0.1% of portfolio›$713.2K
Simplex Trading, LLC17,436
0.0% of portfolio›$689.8K
Elevate Capital Advisors, LLC17,417
0.4% of portfolio›$689.0K
Penbrook Management LLC17,080
0.4% of portfolio›$675.7K
Cooper S Advisors, LLC17,002
0.3% of portfolio›$672.6K
Eagle Bay Advisors LLC16,985
0.5% of portfolio›$671.9K
Key Client Fiduciary Advisors, LLC16,198
0.2% of portfolio›$640.8K
Beaumont Financial Advisors, LLC16,175
0.0% of portfolio›$639.9K
Argyle Capital Partners, LLC16,108
0.4% of portfolio›$637.2K
Cutler Investment Counsel LLC15,636
0.1% of portfolio›$618.6K
Trust Co of Toledo NA15,508
0.0% of portfolio›$613.5K
Concurrent Investment Advisors, LLC15,450
0.0% of portfolio›$611.2K
Jamison Private Wealth Management, Inc.15,302
0.1% of portfolio›$605.3K
Financial Designs Corp15,170
0.3% of portfolio›$600.1K
Atria Investments, Inc14,832
0.0% of portfolio›$586.8K
Madson Wealth Advisors Inc14,800
0.4% of portfolio›$585.5K
Northland Securities, Inc.14,157
0.3% of portfolio›$560.1K
EverSource Wealth Advisors, LLC13,886
0.0% of portfolio›$549.3K
City Center Advisors, LLC13,803
0.4% of portfolio›$546.0K
Sigma Planning Corp13,306
0.0% of portfolio›$518.0K
Kraft, Davis & Associates, LLC13,197
0.1% of portfolio›$520.4K
Bison Wealth, LLC13,144
0.0% of portfolio›$521.6K
Timonier Family Office, Ltd.13,074
0.2% of portfolio›$517.2K
Syntegra Private Wealth Group, LLC13,018
0.0% of portfolio›$515.0K
Independence Bank of Kentucky12,950
0.1% of portfolio›$512.3K
AWM Capital, LLC12,794
0.0% of portfolio›$506.1K
AdvisorNet Financial, Inc12,578
0.0% of portfolio›$490.9K
Blueprint Investment Partners LLC12,492
0.0% of portfolio›$494.2K
Lido Advisors, LLC12,392
0.0% of portfolio›$490.2K
Pacific Park Financial, Inc.12,143
0.3% of portfolio›$480.4K
Family Capital Trust Co12,100
0.2% of portfolio›$478.7K
AMG National Trust Bank12,050
0.0% of portfolio›$476.7K
ETF Store, Inc.11,997
0.4% of portfolio›$474.6K
Capital Investment Counsel, LLC11,997
0.1% of portfolio›$474.6K
Financial Insights, Inc.11,974
0.1% of portfolio›$473.7K
Cassaday & Co Wealth Management LLC11,843
0.0% of portfolio›$468.5K
CWC Advisors, Llc.11,714
0.2% of portfolio›$463.4K
D.A. Davidson & Co.11,519
0.0% of portfolio›$455.7K
Cordoba Advisory Partners LLC11,358
0.1% of portfolio›$449.3K
Independent Financial Group, LLC11,305
0.0% of portfolio›$447.2K
Firestone Capital Management11,298
0.1% of portfolio›$446.9K
StoneX Group Inc.11,078
0.0% of portfolio›$446.3K
Mayfair Advisory Group, LLC11,000
0.1% of portfolio›$435.2K
LB Partners LLC11,000
0.3% of portfolio›$435.2K
Blueprint Financial Advisors LLC10,934
0.0% of portfolio›$432.5K
Grove Bank & Trust10,856
0.0% of portfolio›$429.5K
Cardinal Point Capital Management ULC10,804
0.0% of portfolio›$427.4K
Asset Advisors Investment Management, LLC10,800
0.0% of portfolio›$427.2K
Transce3nd, LLC10,787
0.4% of portfolio›$424.4K
Vontobel Holding Ltd.10,650
0.0% of portfolio›$421.3K
Parallel Advisors, LLC10,539
0.0% of portfolio›$416.9K
Ashton Thomas Private Wealth, LLC10,316
0.0% of portfolio›$408.1K
Goldstein Advisors, LLC10,119
0.0% of portfolio›$400.3K
Curtis Advisory Group, LLC9,780
0.1% of portfolio›$386.9K
West Branch Capital LLC9,428
0.1% of portfolio›$373.0K
Capital Wealth Alliance, LLC9,380
0.2% of portfolio›$371.1K
Skyline Advisors, Inc.9,000
0.1% of portfolio›$356.0K
TrustWell Financial Advisors, LLC8,970
0.3% of portfolio›$354.9K
Curry Webb Wealth Management LLC8,876
0.1% of portfolio›$339.3K
KCM Investment Advisors LLC8,850
0.0% of portfolio›$350.1K
Signal Advisors Wealth, LLC8,695
0.0% of portfolio›$344.0K
Vise Technologies, Inc.8,514
0.0% of portfolio›$336.8K
Valeo Financial Advisors, LLC8,493
0.0% of portfolio›$336.0K
WealthPlan Investment Management, LLC8,452
0.0% of portfolio›$334.4K
Castleview Partners, LLC8,314
0.1% of portfolio›$328.9K
Blvd Private Wealth, LLC8,215
0.2% of portfolio›$325.0K
Legacy Bridge, LLC8,142
0.1% of portfolio›$322.1K
Vicus Capital8,131
0.0% of portfolio›$321.7K
Kestra Private Wealth Services, LLC8,058
0.0% of portfolio›$318.8K
Channing Global Advisors, LLC7,967
0.2% of portfolio›$315.2K
NBT Bank, N.A.7,875
0.0% of portfolio›$311.5K
Paragon Advisors, LLC7,841
0.1% of portfolio›$310.2K
Strategic Blueprint, LLC7,832
0.0% of portfolio›$309.9K
Larson Financial Group LLC7,823
0.0% of portfolio›$309.5K
One Way Holdings LLC7,757
0.0% of portfolio›$306.9K
Independent Wealth Network Inc.7,746
0.1% of portfolio›$306.4K
Silver Lake Advisory, LLC7,717
0.1% of portfolio›$305.3K
Castle Rock Wealth Management, LLC7,716
0.1% of portfolio›$306.2K
Hudock, Inc.7,705
0.0% of portfolio›$304.8K
Flagship Harbor Advisors, LLC7,529
0.0% of portfolio›$297.8K
Koshinski Asset Management, Inc.7,406
0.0% of portfolio›$293.0K
SAX Wealth Advisors, LLC7,245
0.0% of portfolio›$286.6K
Nemes Rush Group LLC7,184
0.0% of portfolio›$284.2K
Partners Wealth Management, LLC6,918
0.0% of portfolio›$273.7K
Tcfg Investment Advisors, LLC6,899
0.1% of portfolio›$272.9K
New Wave Wealth Advisors LLC6,842
0.1% of portfolio›$271.1K
Carnegie Investment Counsel6,797
0.0% of portfolio›$268.9K
Carolina Wealth Management Inc6,718
0.1% of portfolio›$265.8K
Elevation Point Wealth Partners, LLC6,545
0.0% of portfolio›$258.9K
Tucker Asset Management LLC6,489
0.1% of portfolio›$256.7K
Sage Rhino Capital LLC6,425
0.0% of portfolio›$254.2K
Southern Capital Advisors, LLC6,400
0.1% of portfolio›$253.2K
Urban Wealth Management, LLC6,337
0.2% of portfolio›$250.7K
Collective Family Office LLC6,213
0.1% of portfolio›$245.8K
Wesbanco Bank Inc6,175
0.0% of portfolio›$244.3K
First Business Financial Services, Inc.6,096
0.0% of portfolio›$241.2K
Perigon Wealth Management, LLC6,076
0.0% of portfolio›$240.4K
Park Avenue Securities LLC5,988
0.0% of portfolio›$237.0K
Elevated Capital Advisors, LLC5,887
0.1% of portfolio›$232.9K
Heck Capital Advisors, LLC5,797
0.0% of portfolio›$229.3K
MGO One Seven LLC5,707
0.0% of portfolio›$225.8K
Verity Asset Management, Inc.5,455
0.1% of portfolio›$215.8K
Robertson Stephens Wealth Management, LLC5,440
0.0% of portfolio›$215.2K
Pinkerton Wealth, LLC5,420
0.0% of portfolio›$214.4K
Net Worth Advisory Group5,407
0.1% of portfolio›$214.9K
Index Fund Advisors, Inc.5,406
0.0% of portfolio›$213.9K
Optivise Advisory Services LLC5,385
0.1% of portfolio›$213.0K
Certified Advisory Corp5,364
0.0% of portfolio›$212.2K
AlphaCore Capital LLC5,170
0.0% of portfolio›$204.5K
Cypress Point Wealth Management, LLC5,159
0.0% of portfolio›$204.1K
True Freedom Investing, LLC5,155
0.0% of portfolio›$203.9K
Walkner Condon Financial Advisors LLC5,067
0.0% of portfolio›$200.5K
Beacon Investment Advisory Services, Inc.4,661
0.0% of portfolio›$184.4K
Albion Financial Group4,220
0.0% of portfolio›$166.9K
Tradewinds Capital Management, LLC3,820
0.0% of portfolio›$151.1K
Centerpoint Advisors, LLC3,224
0.0% of portfolio›$128.0K
Security National Bank2,750
0.0% of portfolio›$108.8K
Citigroup Inc2,715
0.0% of portfolio›$107.4K
GHP Investment Advisors, Inc.2,647
0.0% of portfolio›$104.7K
Asset Dedication, LLC2,561
0.0% of portfolio›$101.3K
Main Street Group, LTD2,345
0.0% of portfolio›$92.8K
First Pacific Financial2,289
0.0% of portfolio›$90.6K
Compass Financial Management LLC2,258
0.0% of portfolio›$89.3K
Costello Asset Management, Inc2,237
0.0% of portfolio›$88.5K
Center for Financial Planning, Inc.2,100
0.0% of portfolio›$83.1K
High Point Wealth Management, LLC2,000
0.1% of portfolio›$79.1K
TD Waterhouse Canada Inc.1,817
0.0% of portfolio›$72.3K
Dhjj Financial Advisors, Ltd.1,802
0.0% of portfolio›$71.3K
Armstrong Advisory Group, Inc1,350
0.0% of portfolio›$53.4K
Farmers & Merchants Investments Inc1,255
0.0% of portfolio›$49.6K
Nvest Wealth Strategies, Inc.1,250
0.0% of portfolio›$49.5K
Jacobi Capital Management LLC1,190
0.0% of portfolio›$47.1K
Eastern Bank1,145
0.0% of portfolio›$45.3K
Mainstream Capital Management LLC1,061
0.0% of portfolio›$42.0K
Plante Moran Financial Advisors, LLC758
0.0% of portfolio›$30.0K
Decker Retirement Planning Inc.684
0.0% of portfolio›$27.1K
Lanark Financial, Inc.645
0.0% of portfolio›$25.5K
Lodestone Wealth Management LLC539
0.0% of portfolio›$21.3K
Silver Grove Financial Group, Inc.484
0.0% of portfolio›$19.1K
Creative Financial Designs Inc469
0.0% of portfolio›$18.6K
Assetmark, Inc439
0.0% of portfolio›$17.4K
New England Capital Financial Advisors LLC413
0.0% of portfolio›$16.3K
Glass Jacobson Investment Advisors llc412
0.0% of portfolio›$16.3K
Madden Securities Corp405
0.0% of portfolio›$16.0K
DT Investment Partners, LLC375
0.0% of portfolio›$14.8K
Pittenger & Anderson Inc350
0.0% of portfolio›$13.8K
Private Trust Co NA321
0.0% of portfolio›$12.7K
Root Financial Partners, LLC220
0.0% of portfolio›$8.7K
Abound Wealth Management209
0.0% of portfolio›$8.3K
Tsfg, LLC200
0.0% of portfolio›$8
Pathway Financial Advisers, LLC190
0.0% of portfolio›$7.5K
Evolution Wealth Management Inc.183
0.0% of portfolio›$7.2K
Bullock Wealth Management Group174
0.0% of portfolio›$6.9K
GS Investments, Inc.123
0.0% of portfolio›$4.9K
Parkside Financial Bank & Trust114
0.0% of portfolio›$4.5K
JFS Wealth Advisors, LLC114
0.0% of portfolio›$4.5K
Signaturefd, LLC108
0.0% of portfolio›$4.3K
Accordant Advisory Group Inc100
0.0% of portfolio›$4.0K
Avion Wealth100
0.0% of portfolio›$3
Ashurst Perkins Coie Trust Co90
0.0% of portfolio›$3.6K
Cape Investment Advisory, Inc.30
0.0% of portfolio›$1.2K
American Capital Advisory, LLC27
0.0% of portfolio›$1.1K
Foresight Capital Management Advisors, Inc.8
0.0% of portfolio›$318
Prairie Wealth Advisors, Inc.0
0.5% of portfolio›$2.4M
StyleTurnoverLocationFiled
Almanack Investment Partners, Llc.
873,189$34.5M4.1%ETFMediumNewtown Square, PA2026-11-03
Mirae Asset Global Investments Co., Ltd.
723,550$28.6M0.1%GrowthLowSeoul, Malaysia2026-11-03
Advisors Management Group Inc
707,667$28.0M7.2%CoreLowLa Crosse, WI2026-11-05
Kestra Advisory Services, LLC
691,046$27.3M0.1%CoreLowAustin, TX2026-11-02
Encompass More Asset Management
496,846$19.7M2.8%ETFHighDanville, CA2026-10-16
Towneley Capital Management, Inc / de
494,788$19.6M3.9%ETFVery LowLaguna Hills, CA2026-10-09
Bfsg, LLC
492,054$19.5M1.7%CoreLowIrvine, CA2026-10-30
Ameliora Wealth Management Ltd.
457,369$18.1M5.2%ETFLowZurich, Switzerland2026-10-23
Thrivent Financial for Lutherans
436,550$17.3M0.1%GARPMediumMinneapolis, MN2026-11-05
Global View Capital Management LLC
434,528$17.2M3.8%ETFHighWaukesha, WI2026-10-28
Stonebridge Financial Group, LLC
430,410$17.0M1.3%ETFMediumWormleysburg, PA2026-10-01
WT Wealth Management
409,254$16.2M4.5%ETFMediumScottsdale, AZ2026-10-13
Blue Trust, Inc.
358,807$14.2M0.1%ETFLowBrentwood, TN2026-10-15
Newman Dignan & Sheerar, Inc.
317,706$12.6M2.4%ETFLowProvidence, RI2026-10-21
180 Wealth Advisors, LLC
314,521$12.4M1.2%CoreLowFederal Way, WA2026-11-03
Focus Financial Network, Inc.
292,062$11.6M0.3%ETFLowMinneapolis, MN2026-10-14
Fulcrum Wealth Advisors, LLC
286,902$11.3M7.9%GrowthMediumBellevue, WA2026-10-16
China Universal Asset Management Co., Ltd.
286,500$11.4M0.6%GrowthMediumShanghai, France2026-10-28
Cambridge Investment Research Advisors, Inc.
285,790$11.3M0.1%ETFLowFairfield, IA2026-11-02
US Bancorp \de\
266,931$10.6M0.0%IndexLowMinneapolis, MN2026-11-05
Avestar Capital, LLC
260,361$10.3M0.8%GrowthLowNew York, NY2026-10-28
Cypress Capital, LLC
256,949$10.2M2.7%ETFMediumFranklin, TN2026-10-20
Allen Capital Group, LLC
218,261$8.6M0.7%CoreLowGrand Island, NE2026-10-27
Capital Management Associates, Inc
215,379$8.5M1.7%ETFLowMinneapolis, MN2026-10-20
Terra Nova Asset Management LLC
195,743$7.7M5.0%MomentumMediumNew York, NY2026-10-13
Commonwealth Equity Services, LLC
178,564$7.1M0.0%ETFLowWaltham, MA2026-11-02
Fiduciary Alliance LLC
173,198$6.9M0.5%CoreMediumGreenville, SC2026-10-13
Clear Retirement Advice LLC
161,506$6.4M4.3%ETFVery LowSan Mateo, CA2026-10-22
Choreo, LLC
153,679$6.1M0.1%IndexLowRockford, IL2026-10-28
Ervin Investment Management, LLC
153,325$6.1M3.3%CoreVery LowSeattle, WA2026-10-23
Kellett Wealth Advisors, LLC
143,937$5.7M2.1%ETFMediumCincinnati, OH2026-10-15
BCM Advisors, LLC
136,975$5.1M1.0%ETFLowLafayette, LA2026-11-03
Go Invest LLC
135,974$5.4M1.1%ETFN/AWest Jordan, UT2026-10-09
Moneco Advisors, LLC
113,501$4.5M0.3%ETFLowFairfield, CT2026-11-05
Narwhal Capital Management
105,726$4.2M0.3%CoreLowMarietta, GA2026-11-04
Creative Planning
102,020$4.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Atlatl Advisers LLC
101,114$4.0M0.9%Agg GrowthHighMadison, WI2026-10-22
Wealth Enhancement Advisory Services, LLC
95,186$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Brookstone Capital Management
94,081$3.7M0.0%ETFMediumWheaton, IL2026-10-22
Centurion Wealth Management LLC
93,145$3.7M0.9%ETFMediumMclean, VA2026-10-13
Aspect Partners, LLC
92,900$3.7M1.4%ETFMediumFairfax, VA2026-10-20
Compound Planning, Inc.
87,678$3.5M0.1%CoreLowNew York, NY2026-11-05
Pekin Hardy Strauss, Inc.
84,103$3.3M0.3%ValueMediumChicago, IL2026-11-02
Global Assets Advisory, LLC
83,203$3.3M0.7%GrowthHighOrlando, FL2026-10-28
True North Advisors, LLC
76,961$3.0M0.2%CoreMediumDallas, TX2026-10-22
Matauro, LLC
74,260$2.9M0.4%ETFLowNew York, NY2026-11-03
A. D. Beadell Investment Counsel, Inc.
66,975$2.6M5.5%ValueLowMequon, WI2026-10-14
Sowell Financial Services LLC
62,589$2.5M0.1%CoreLowNorth Little Rock, AR2026-10-23
Fiduciary Financial Group, LLC
62,443$2.5M0.3%ETFLowSan Rafael, CA2026-10-13
Wealth Alliance Advisory Group, LLC
62,017$2.5M0.3%CoreLowWichita, KS2026-10-14
Cooper Financial Group
59,757$2.4M0.2%GrowthMediumIrvine, CA2026-10-07
Mirabaud & Cie SA
57,964$2.3M0.9%GrowthLowGeneva, Switzerland2026-10-27
Oppenheimer & Co Inc
57,883$2.3M0.0%CoreLowNew York, NY2026-10-26
Blue Bell Private Wealth Management, LLC
57,202$2.3M0.3%YieldVery LowBlue Bell, PA2026-10-29
Xcel Wealth Management, LLC
56,685$2.2M0.6%CoreMediumHolly Hill, FL2026-10-26
Sheets Smith Wealth Management
55,892$2.2M0.2%CoreLowWinston-Salem, NC2026-10-16
Worth Asset Management, LLC
55,034$2.2M0.6%ETFHighDallas, TX2026-10-07
Resonant Capital Advisors, LLC
50,481$2.0M0.1%ETFLowMadison, WI2026-10-15
IFP Advisors, Inc
50,094$2.0M0.0%GrowthLowTampa, FL2026-10-16
Legacy Wealth Asset Management, LLC
48,573$1.9M0.4%GARPMediumWoodbury, MN2026-10-09
Plan Group Financial, LLC
46,800$1.8M0.4%ETFMediumOklahoma City, OK2026-10-22
Arta Finance Wealth Management LLC
46,491$1.8M0.9%ETFLowMountain View, CA2026-10-28
BOS Asset Management, LLC
41,982$1.7M0.4%ETFLowSpringfield, IL2026-10-09
LFG Wealth Partners, LLC
40,399$1.6M0.7%CoreMediumElizabethtown, KY2026-10-28
Investment Partners Asset Management, Inc.
40,340$1.6M0.9%CoreLowMetuchen, NJ2026-10-09
Alpine Bank Wealth Management
38,000$1.5M0.2%ETFHighGrand Junction, CO2026-10-16
Fifth Third Bancorp
37,307$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Anson Capital, Inc.
36,133$1.4M0.9%ETFLowTyrone, GA2026-10-23
Mather Group, Llc.
36,038$1.4M0.0%ETFMediumChicago, IL2026-10-14
Farther Finance Advisors, LLC
33,306$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
White Lighthouse Investment Management Inc.
31,892$1.3M0.2%ETFVery LowBedford, MA2026-10-21
HB Wealth Management, LLC
31,310$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Blue Capital, Inc.
31,038$1.2M0.8%CoreHighOmaha, NE2026-10-13
Balboa Wealth Partners
29,740$1.2M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Roman Butler Fullerton & Co
25,715$1.0M0.2%GrowthMediumSt Louis, MO2026-10-27
EPG Wealth Management LLC
25,208$997.2K0.2%GrowthLowAtlanta, GA2026-11-03
CoreCap Advisors, LLC
25,054$991.1K0.0%ETFMediumSouthfield, MI2026-10-08
Chicago Capital, LLC
24,740$978.7K0.0%GrowthLowChicago, IL2026-10-13
Wolff Wiese Magana LLC
24,426$966.3K0.4%GrowthLowCarslbad, CA2026-10-15
Upper Left Wealth Management, LLC
24,060$951.8K0.5%ETFMediumTampa, FL2026-10-14
Stapp Wealth Management, Pllc
23,632$934.9K1.2%ETFMediumOlympia, WA2026-10-15
Bay Capital Advisors, LLC
23,471$928.5K0.5%ETFLowVirginia Beach, VA2026-10-16
XML Financial, LLC
23,400$925.7K0.1%ETFLowBethesda, MD2026-10-29
Mission Financial Group, LLC
22,444$887.9K0.7%ETFN/AHonolulu, HI2026-10-21
Pegasus Asset Management, Inc.
22,265$880.8K0.3%GrowthLowMorristown, NJ2026-11-03
Acorn Wealth Advisors, LLC
20,057$793.5K0.2%ETFLowGrand Blanc, MI2026-10-19
Paragon Private Wealth Management, LLC
19,985$790.6K0.2%GrowthLowLexington, KY2026-10-20
Seven Post Investment Office LP
19,319$764.3K0.2%YieldVery LowSan Francisco, CA2026-10-26
J.W. Cole Advisors, Inc.
18,993$751.4K0.0%IndexLowTampa, FL2026-11-05
Truist Financial Corp
18,813$744.2K0.0%CoreLowCharlotte, NC2026-10-30
Leelyn Smith, LLC
18,029$713.2K0.1%GrowthLowGeneva, IL2026-11-03
Simplex Trading, LLC
17,436$689.8K0.0%CoreVery HighChicago, IL2026-11-04
Elevate Capital Advisors, LLC
17,417$689.0K0.4%ValueHighEagle, CO2026-11-02
Penbrook Management LLC
17,080$675.7K0.4%CoreLowNew York, NY2026-10-16
Cooper S Advisors, LLC
17,002$672.6K0.3%ETFLowVictor, NY2026-11-03
Eagle Bay Advisors LLC
16,985$671.9K0.5%GrowthMediumNew York, NY2026-10-16
Key Client Fiduciary Advisors, LLC
16,198$640.8K0.2%ValueMediumFairfield, NJ2026-10-19
Beaumont Financial Advisors, LLC
16,175$639.9K0.0%GrowthMediumNeedham, MA2026-10-22
Argyle Capital Partners, LLC
16,108$637.2K0.4%CoreLowLos Angeles, CA2026-10-23
Cutler Investment Counsel LLC
15,636$618.6K0.1%CoreLowJacksonville, OR2026-10-28
Trust Co of Toledo NA
15,508$613.5K0.0%GrowthVery LowHolland, OH2026-10-16
Concurrent Investment Advisors, LLC
15,450$611.2K0.0%GrowthMediumTampa, FL2026-10-16
Jamison Private Wealth Management, Inc.
15,302$605.3K0.1%GrowthVery LowMilton, GA2026-10-14
Financial Designs Corp
15,170$600.1K0.3%ETFVery LowClaremont, CA2026-10-09
Atria Investments, Inc
14,832$586.8K0.0%CoreMediumCharlotte, NC2026-10-15
Madson Wealth Advisors Inc
14,800$585.5K0.4%ETFLowSanta Rosa, CA2026-10-13
Northland Securities, Inc.
14,157$560.1K0.3%ETFLowMinneapolis, MN2026-11-02
EverSource Wealth Advisors, LLC
13,886$549.3K0.0%CoreMediumBirmingham, AL2026-11-04
City Center Advisors, LLC
13,803$546.0K0.4%ETFMediumTroy, MI2026-10-08
Sigma Planning Corp
13,306$518.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kraft, Davis & Associates, LLC
13,197$520.4K0.1%ETFMediumSt. Louis, MO2026-10-21
Bison Wealth, LLC
13,144$521.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Timonier Family Office, Ltd.
13,074$517.2K0.2%ETFVery LowWinston Salem, NC2026-11-03
Syntegra Private Wealth Group, LLC
13,018$515.0K0.0%ETFLowChesterfield, MO2026-10-13
Independence Bank of Kentucky
12,950$512.3K0.1%GrowthLowOwensboro, KY2026-10-26
AWM Capital, LLC
12,794$506.1K0.0%ETFLowPhoenix, AZ2026-10-16
AdvisorNet Financial, Inc
12,578$490.9K0.0%ETFLowMinnetonka, MN2026-10-15
Blueprint Investment Partners LLC
12,492$494.2K0.0%ETFMediumGreensboro, NC2026-10-28
Lido Advisors, LLC
12,392$490.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Pacific Park Financial, Inc.
12,143$480.4K0.3%ETFMediumLagina Hills, CA2026-10-13
Family Capital Trust Co
12,100$478.7K0.2%CoreLowPeabody, MA2026-10-22
AMG National Trust Bank
12,050$476.7K0.0%ETFLowGreenwood Village, CO2026-11-05
ETF Store, Inc.
11,997$474.6K0.4%ETFVery LowOverland Park, KS2026-10-19
Capital Investment Counsel, LLC
11,997$474.6K0.1%CoreLowDenver, CO2026-10-14
Financial Insights, Inc.
11,974$473.7K0.1%ETFLowTacoma, WA2026-10-27
Cassaday & Co Wealth Management LLC
11,843$468.5K0.0%ETFVery LowMclean, VA2026-10-27
CWC Advisors, Llc.
11,714$463.4K0.2%GARPLowLake Oswego, OR2026-10-15
D.A. Davidson & Co.
11,519$455.7K0.0%CoreLowGreat Falls, MT2026-10-28
Cordoba Advisory Partners LLC
11,358$449.3K0.1%ETFMediumNew York, NY2026-10-19
Independent Financial Group, LLC
11,305$447.2K0.0%GrowthLowSan Diego, CA2026-10-13
Firestone Capital Management
11,298$446.9K0.1%ETFVery LowSouth Miami, FL2026-11-03
StoneX Group Inc.
11,078$446.3K0.0%ETFMediumNew York, NY2026-11-03
Mayfair Advisory Group, LLC
11,000$435.2K0.1%ETFLowBirmingham, AL2026-10-20
LB Partners LLC
11,000$435.2K0.3%ValueMediumCharlottesville, VA2026-11-05
Blueprint Financial Advisors LLC
10,934$432.5K0.0%GARPMediumGreensboto, NC2026-10-28
Grove Bank & Trust
10,856$429.5K0.0%ETFLowMiami, FL2026-10-08
Cardinal Point Capital Management ULC
10,804$427.4K0.0%ValueLowToronto, Australia2026-10-21
Asset Advisors Investment Management, LLC
10,800$427.2K0.0%CoreLowAugusta, GA2026-10-19
Transce3nd, LLC
10,787$424.4K0.4%GrowthLowBuda, TX2026-10-26
Vontobel Holding Ltd.
10,650$421.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Parallel Advisors, LLC
10,539$416.9K0.0%IndexLowSan Francisco, CA2026-11-03
Ashton Thomas Private Wealth, LLC
10,316$408.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Goldstein Advisors, LLC
10,119$400.3K0.0%ETFMediumMadison, WI2026-10-15
Curtis Advisory Group, LLC
9,780$386.9K0.1%ETFLowSanta Barbara, CA2026-10-28
West Branch Capital LLC
9,428$373.0K0.1%GrowthVery LowAmherst, MA2026-10-20
Capital Wealth Alliance, LLC
9,380$371.1K0.2%CoreLowScottsdale, AZ2026-10-20
Skyline Advisors, Inc.
9,000$356.0K0.1%ETFMediumBellingham, WA2026-11-03
TrustWell Financial Advisors, LLC
8,970$354.9K0.3%ETFMediumJacksonville, FL2026-10-15
Curry Webb Wealth Management LLC
8,876$339.3K0.1%ETFLowIndianapolis, IN2026-10-22
KCM Investment Advisors LLC
8,850$350.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Signal Advisors Wealth, LLC
8,695$344.0K0.0%ETFLowDetroit, MI2026-10-13
Vise Technologies, Inc.
8,514$336.8K0.0%IndexLowNew York, NY2026-10-29
Valeo Financial Advisors, LLC
8,493$336.0K0.0%ETFLowCarmel, IN2026-10-08
WealthPlan Investment Management, LLC
8,452$334.4K0.0%GrowthMediumOmaha, NE2026-10-15
Castleview Partners, LLC
8,314$328.9K0.1%CoreMediumDallas, TX2026-10-09
Blvd Private Wealth, LLC
8,215$325.0K0.2%CoreMediumProspect, KY2026-10-14
Legacy Bridge, LLC
8,142$322.1K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Vicus Capital
8,131$321.7K0.0%ETFMediumState College, PA2026-11-05
Kestra Private Wealth Services, LLC
8,058$318.8K0.0%GrowthLowAustin, TX2026-10-30
Channing Global Advisors, LLC
7,967$315.2K0.2%CoreMediumFort Lauderdale, FL2026-11-03
NBT Bank, N.A.
7,875$311.5K0.0%CoreLowNorwich, NY2026-10-21
Paragon Advisors, LLC
7,841$310.2K0.1%ETFHighCollege Station, TX2026-11-03
Strategic Blueprint, LLC
7,832$309.9K0.0%ETFLowAtlanta, GA2026-10-22
Larson Financial Group LLC
7,823$309.5K0.0%GrowthLowSt Louis, MO2026-11-05
One Way Holdings LLC
7,757$306.9K0.0%CoreMediumFlower Mound, TX2026-10-29
Independent Wealth Network Inc.
7,746$306.4K0.1%ETFMediumUrbandale, IA2026-10-19
Silver Lake Advisory, LLC
7,717$305.3K0.1%CoreLowCottonwood Heights, UT2026-10-22
Castle Rock Wealth Management, LLC
7,716$306.2K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Hudock, Inc.
7,705$304.8K0.0%ETFLowWilliamsport, PA2026-10-14
Flagship Harbor Advisors, LLC
7,529$297.8K0.0%ETFMediumBoston, MA2026-10-26
Koshinski Asset Management, Inc.
7,406$293.0K0.0%ETFLowDecatur, IL2026-10-29
SAX Wealth Advisors, LLC
7,245$286.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Nemes Rush Group LLC
7,184$284.2K0.0%CoreVery LowNovi, MI2026-11-04
Partners Wealth Management, LLC
6,918$273.7K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Tcfg Investment Advisors, LLC
6,899$272.9K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
New Wave Wealth Advisors LLC
6,842$271.1K0.1%CoreMediumSpringdale, AR2026-10-19
Carnegie Investment Counsel
6,797$268.9K0.0%CoreLowPepper Pike, OH2026-10-20
Carolina Wealth Management Inc
6,718$265.8K0.1%ETFN/AGreenville, NC2026-10-29
Elevation Point Wealth Partners, LLC
6,545$258.9K0.0%CoreHighDenver, CO2026-11-05
Tucker Asset Management LLC
6,489$256.7K0.1%ETFMediumLittleton, CO2026-10-29
Sage Rhino Capital LLC
6,425$254.2K0.0%ETFLowMenlo Park, CA2026-10-28
Southern Capital Advisors, LLC
6,400$253.2K0.1%ETFLowJackson, TN2026-10-26
Urban Wealth Management, LLC
6,337$250.7K0.2%GrowthMediumLakewood, CA2026-10-21
Collective Family Office LLC
6,213$245.8K0.1%ETFLowYork, PA2026-10-05
Wesbanco Bank Inc
6,175$244.3K0.0%CoreLowWheeling, WV2026-11-04
First Business Financial Services, Inc.
6,096$241.2K0.0%ETFVery LowMadison, WI2026-10-29
Perigon Wealth Management, LLC
6,076$240.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Park Avenue Securities LLC
5,988$237.0K0.0%ETFMediumNew York, NY2026-10-26
Elevated Capital Advisors, LLC
5,887$232.9K0.1%ETFMediumSandy, UT2026-11-04
Heck Capital Advisors, LLC
5,797$229.3K0.0%ETFMediumRhinelander, WI2026-10-14
MGO One Seven LLC
5,707$225.8K0.0%GrowthLowBeachwood, OH2026-10-28
Verity Asset Management, Inc.
5,455$215.8K0.1%CoreMediumDurham, NC2026-10-30
Robertson Stephens Wealth Management, LLC
5,440$215.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Pinkerton Wealth, LLC
5,420$214.4K0.0%CoreHighCoeur D Alene, ID2026-10-29
Net Worth Advisory Group
5,407$214.9K0.1%GARPMediumSandy, UT2026-10-20
Index Fund Advisors, Inc.
5,406$213.9K0.0%ETFVery LowIrvine, CA2026-11-05
Optivise Advisory Services LLC
5,385$213.0K0.1%ETFMediumFranklin, TN2026-10-19
Certified Advisory Corp
5,364$212.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
AlphaCore Capital LLC
5,170$204.5K0.0%ETFLowLa Jolla, CA2026-11-04
Cypress Point Wealth Management, LLC
5,159$204.1K0.0%ETFLowDallas, TX2026-11-03
True Freedom Investing, LLC
5,155$203.9K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Walkner Condon Financial Advisors LLC
5,067$200.5K0.0%ETFLowVerona, WI2026-11-02
Beacon Investment Advisory Services, Inc.
4,661$184.4K0.0%GrowthLowMorristown, NJ2026-10-13
Albion Financial Group
4,220$166.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Tradewinds Capital Management, LLC
3,820$151.1K0.0%ETFVery HighBellingham, WA2026-10-23
Centerpoint Advisors, LLC
3,224$128.0K0.0%ETFVery LowNeedham, MA2026-11-05
Security National Bank
2,750$108.8K0.0%GrowthLowOmaha, NE2026-10-26
Citigroup Inc
2,715$107.4K0.0%CoreMediumNew York, NY2026-11-04
GHP Investment Advisors, Inc.
2,647$104.7K0.0%CoreVery LowDenver, CO2026-10-15
Asset Dedication, LLC
2,561$101.3K0.0%ETFLowSan Francisco, CA2026-11-03
Main Street Group, LTD
2,345$92.8K0.0%ETFMediumGlen Allen, VA2026-10-28
First Pacific Financial
2,289$90.6K0.0%ETFLowVancouver, WA2026-10-14
Compass Financial Management LLC
2,258$89.3K0.0%CoreN/ATampa, FL2026-10-30
Costello Asset Management, Inc
2,237$88.5K0.0%CoreLowFeasterville, PA2026-10-30
Center for Financial Planning, Inc.
2,100$83.1K0.0%ETFLowSouthfied, MI2026-10-26
High Point Wealth Management, LLC
2,000$79.1K0.1%ETFLowChester, NJ2026-11-05
TD Waterhouse Canada Inc.
1,817$72.3K0.0%CoreLowToronto, Australia2026-10-16
Dhjj Financial Advisors, Ltd.
1,802$71.3K0.0%ETFVery LowNaperville, IL2026-10-23
Armstrong Advisory Group, Inc
1,350$53.4K0.0%ETFHighNeedham, MA2026-10-09
Farmers & Merchants Investments Inc
1,255$49.6K0.0%CoreVery LowLincoln, NE2026-10-22
Nvest Wealth Strategies, Inc.
1,250$49.5K0.0%ETFVery LowPowell, OH2026-10-14
Jacobi Capital Management LLC
1,190$47.1K0.0%CoreLowPittston, PA2026-11-05
Eastern Bank
1,145$45.3K0.0%GrowthMediumBoston, MA2026-10-05
Mainstream Capital Management LLC
1,061$42.0K0.0%GrowthLowLos Angeles, CA2026-10-23
Plante Moran Financial Advisors, LLC
758$30.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Decker Retirement Planning Inc.
684$27.1K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Lanark Financial, Inc.
645$25.5K0.0%CoreMediumBirmingham, AL2026-10-26
Lodestone Wealth Management LLC
539$21.3K0.0%CoreLowSpokane, WA2026-10-14
Silver Grove Financial Group, Inc.
484$19.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Creative Financial Designs Inc
469$18.6K0.0%ETFMediumKokomo, IN2026-11-04
Assetmark, Inc
439$17.4K0.0%ETFLowConcord, CA2026-10-21
New England Capital Financial Advisors LLC
413$16.3K0.0%ETFLowMeriden, CT2026-11-03
Glass Jacobson Investment Advisors llc
412$16.3K0.0%ETFLowOwings Mills, MD2026-10-26
Madden Securities Corp
405$16.0K0.0%GrowthMediumDallas, TX2026-10-27
DT Investment Partners, LLC
375$14.8K0.0%ETFVery LowChadds Ford, PA2026-10-27
Pittenger & Anderson Inc
350$13.8K0.0%CoreLowLincoln, NE2026-11-02
Private Trust Co NA
321$12.7K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
220$8.7K0.0%ETFMediumEncinitas, CA2026-10-21
Abound Wealth Management
209$8.3K0.0%ETFVery LowFranklin, TN2026-10-26
Tsfg, LLC
200$80.0%ETFLowLake Forest, IL2026-10-23
Pathway Financial Advisers, LLC
190$7.5K0.0%CoreLowAuburn, IN2026-10-27
Evolution Wealth Management Inc.
183$7.2K0.0%ETFMediumFort Myers, FL2026-10-28
Bullock Wealth Management Group
174$6.9K0.0%GrowthLowBloomington, IN2026-10-09
GS Investments, Inc.
123$4.9K0.0%CoreVery LowEagan, MN2026-11-05
Parkside Financial Bank & Trust
114$4.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
JFS Wealth Advisors, LLC
114$4.5K0.0%ETFVery LowHermitage, PA2026-11-03
Signaturefd, LLC
108$4.3K0.0%IndexLowAtlanta, GA2026-10-23
Accordant Advisory Group Inc
100$4.0K0.0%ValueMediumAnnapolis, MD2026-10-29
Avion Wealth
100$30.0%ETFLowThe Woodlands, TX2026-11-04
Ashurst Perkins Coie Trust Co
90$3.6K0.0%CoreVery LowSeattle, WA2026-10-15
Cape Investment Advisory, Inc.
30$1.2K0.0%ETFLowMcdonough, GA2026-10-13
American Capital Advisory, LLC
27$1.1K0.0%ETFLowKetchum, ID2026-10-28
Foresight Capital Management Advisors, Inc.
8$3180.0%CoreMediumSaline, MI2026-10-27
Prairie Wealth Advisors, Inc.
0$2.4M0.5%CoreVery LowOmaha, NE2026-10-29