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Sprott Physical Gold Trust (PHYS/U)

CUSIP: 85207H104 | CN | 1346 institutional holders

Quarters

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

Pekin Hardy Strauss, Inc.4,418,942
12.2% of portfolio›$138.2M
Imc-Chicago, LLC3,362,871
0.0% of portfolio›$105.2M
Evanson Financial, LLC3,314,044
5.1% of portfolio›$103.6M
Cambridge Investment Research Advisors, Inc.3,195,303
0.0% of portfolio›$99.9K
Matauro, LLC2,174,512
8.4% of portfolio›$68.0M
Kestra Advisory Services, LLC2,107,253
0.2% of portfolio›$65.9M
Intesa Sanpaolo Wealth Management2,026,555
10.7% of portfolio›$63.4M
Commonwealth Equity Services, LLC1,346,014
0.1% of portfolio›$42.1M
Capital Wealth Alliance, LLC982,615
13.4% of portfolio›$30.7M
TCP Asset Management, LLC776,853
2.7% of portfolio›$24.2M
Carota Wealth Management688,325
18.3% of portfolio›$21.5M
Cyndeo Wealth Partners, LLC659,619
0.9% of portfolio›$20.6M
Wealth Enhancement Advisory Services, LLC623,444
0.0% of portfolio›$19.5M
O'Brien Greene & Co. Inc574,326
5.0% of portfolio›$18.0M
Wealthcare Advisory Partners LLC559,996
0.3% of portfolio›$17.5M
Meixler Investment Management, Ltd.538,419
9.1% of portfolio›$16.8M
TD Waterhouse Canada Inc.533,875
0.0% of portfolio›$16.8M
Prospera Financial Services Inc503,772
0.2% of portfolio›$14.8M
BIP Wealth, LLC502,643
0.4% of portfolio›$15.7M
Essential Partners LLC468,199
6.7% of portfolio›$14.6M
Wealthcare Capital Management LLC459,324
1.6% of portfolio›$14.4M
Asset One Wealth Management LLC411,442
1.1% of portfolio›$12.9M
Hengehold Capital Management LLC401,038
1.0% of portfolio›$12.5M
Accordant Advisory Group Inc382,825
7.5% of portfolio›$12.0M
Guild Investment Management, Inc.378,495
7.5% of portfolio›$11.8M
Farther Finance Advisors, LLC359,695
0.1% of portfolio›$11.2M
Pacific Sage Partners, LLC336,668
1.4% of portfolio›$10.5M
TrustWell Financial Advisors, LLC330,436
8.8% of portfolio›$10.3M
Philadelphia Trust Co304,674
0.0% of portfolio›$9.5K
JP Wealth Management, Inc.300,228
5.9% of portfolio›$9.4M
Phraction Management LLC290,467
1.7% of portfolio›$9.1M
Walser Wealth Management Company, A Ltd Liability Co290,079
3.6% of portfolio›$9.1M
Biltmore Family Office, LLC256,740
1.1% of portfolio›$8.0M
Elevate Capital Advisors, LLC255,885
4.6% of portfolio›$8.0M
Hubbell Strickland Wealth Management, LLC250,439
2.8% of portfolio›$7.8M
Fulcrum Wealth Advisors, LLC248,927
5.4% of portfolio›$7.8M
Camelot Technology Advisors, Inc.248,114
5.2% of portfolio›$7.8M
Alpha Advisors, LLC242,629
5.5% of portfolio›$7.6M
Parallel Advisors, LLC226,806
0.1% of portfolio›$7.1M
Brookstone Capital Management223,737
0.1% of portfolio›$7.0M
Latigo Investments, LLC214,134
3.0% of portfolio›$6.7M
Warwick Investment Management, Inc.209,390
0.8% of portfolio›$6.5M
KOM Wealth Management Group, LLC203,176
3.2% of portfolio›$6.4M
Creative Planning200,812
0.0% of portfolio›$6.3M
Certuity, LLC196,585
0.3% of portfolio›$6.1M
Macroview Investment Management LLC189,562
3.6% of portfolio›$5.9M
Chicago Capital, LLC186,978
0.1% of portfolio›$5.8M
Oppenheimer & Co Inc178,055
0.1% of portfolio›$5.6M
Lifetime Wealth Management P.C.172,516
3.2% of portfolio›$5.4M
Beaumont Financial Advisors, LLC171,981
0.3% of portfolio›$5.4M
Abacus Planning Group, Inc.170,885
0.6% of portfolio›$5.3M
Discipline Wealth Solutions, LLC166,890
0.5% of portfolio›$5.2M
Greenfield Seitz Capital Management, LLC154,007
1.4% of portfolio›$4.8M
TMB Capital Partners, LLC142,864
1.4% of portfolio›$4.5M
Ascentis Independent Advisors142,592
0.3% of portfolio›$4.5M
Evergreen Capital Management LLC137,677
0.1% of portfolio›$4.3M
D.A. Davidson & Co.131,897
0.0% of portfolio›$4.1M
Quadrant Private Wealth Management, LLC119,406
0.5% of portfolio›$3.7M
Layline Advisors, LLC119,090
3.4% of portfolio›$3.7M
New Harbor Financial Group, LLC112,010
0.5% of portfolio›$3.5M
Virginia Estate & Retirement Planning Advisors Inc.110,317
4.4% of portfolio›$3.5M
Wakefield Asset Management Lllp106,961
0.8% of portfolio›$3.3M
Apella Capital, LLC101,878
0.0% of portfolio›$3.2M
Grand Central Investment Group101,482
2.4% of portfolio›$3.2M
EverSource Wealth Advisors, LLC97,727
0.1% of portfolio›$3.1M
E&G Advisors, LLC91,186
0.5% of portfolio›$2.9M
Private Client Services, LLC87,252
0.7% of portfolio›$2.7M
A. D. Beadell Investment Counsel, Inc.85,633
0.0% of portfolio›$2.7K
Guardian Partners Inc.85,260
0.2% of portfolio›$2.7M
Connective Portfolio Management, LLC85,000
4.0% of portfolio›$2.7M
Quantum Financial Partners LLC81,941
1.3% of portfolio›$2.6M
Sentinel Pension Advisors, LLC77,886
0.3% of portfolio›$2.4M
Montis Financial, LLC76,755
0.5% of portfolio›$2.4M
Black Diamond Financial, LLC76,753
0.2% of portfolio›$2.4M
North Star Investment Management Corp.76,409
0.1% of portfolio›$2.4M
HUB Investment Partners, LLC74,138
0.0% of portfolio›$2.3M
J.W. Cole Advisors, Inc.71,991
0.0% of portfolio›$2.3M
Apollon Wealth Management, LLC70,909
0.0% of portfolio›$2.2M
Seros Financial, LLC70,025
1.1% of portfolio›$2.2M
Convergence Financial, LLC69,325
0.3% of portfolio›$2.2M
StoneX Group Inc.69,252
0.1% of portfolio›$2.2M
Concurrent Investment Advisors, LLC68,821
0.0% of portfolio›$2.2M
Ascentis Wealth Management, LLC67,566
0.3% of portfolio›$2.1M
Amitell Capital Pte Ltd66,190
2.0% of portfolio›$2.1M
G&S Capital LLC64,927
0.6% of portfolio›$2.0M
Larson Financial Group LLC63,366
0.0% of portfolio›$2.0M
Clifford Swan Investment Counsel LLC63,310
0.1% of portfolio›$2.0M
Kestra Private Wealth Services, LLC62,758
0.0% of portfolio›$2.0M
Sumitomo Mitsui Trust Group, Inc.62,500
0.0% of portfolio›$2.0M
Sage Mountain Advisors LLC61,320
0.1% of portfolio›$1.9M
Keybank National Association61,127
0.0% of portfolio›$1.9M
Hurley Capital, LLC61,107
0.9% of portfolio›$1.9M
Hedges Asset Management LLC61,000
1.3% of portfolio›$1.9M
Banque Pictet & CIE SA60,182
0.0% of portfolio›$1.9M
Foster Dykema Cabot & Partners, LLC57,717
0.1% of portfolio›$1.8M
Rossby Financial, LCC57,600
0.3% of portfolio›$1.8M
SMI Advisory Services, LLC56,714
0.3% of portfolio›$1.8M
NovaPoint Capital, LLC56,038
0.4% of portfolio›$1.8M
WIT Partners Advisory Pte. Ltd.55,887
2.1% of portfolio›$1.7M
Insight Wealth Partners, LLC54,476
0.2% of portfolio›$1.7M
Verity Asset Management, Inc.54,443
0.7% of portfolio›$1.7M
TruNorth Capital Management, LLC53,499
0.3% of portfolio›$1.7M
Rebalance, LLC52,268
0.1% of portfolio›$1.6M
Security National Bank52,038
0.2% of portfolio›$1.6M
ADE, LLC51,463
0.7% of portfolio›$1.6M
Holos Integrated Wealth LLC50,704
0.7% of portfolio›$1.6M
SeaCrest Wealth Management, LLC50,679
0.2% of portfolio›$1.6M
IFP Advisors, Inc48,825
0.0% of portfolio›$1.5M
PKS Advisory Services, LLC48,777
0.2% of portfolio›$1.5M
Bailard, Inc.48,484
0.0% of portfolio›$1.5M
Euro Pacific Asset Management, LLC47,495
0.1% of portfolio›$1.5M
180 Wealth Advisors, LLC47,406
0.1% of portfolio›$1.5M
Blueprint Financial Advisors LLC47,340
0.2% of portfolio›$1.5M
Blueprint Investment Partners LLC47,340
0.1% of portfolio›$1.5M
Cypress Wealth Services, LLC44,959
0.2% of portfolio›$1.4M
Wedmont Private Capital44,199
0.0% of portfolio›$1.4M
Columbia Advisory Partners LLC43,414
0.7% of portfolio›$1.4M
LVM Capital Management LTD43,325
0.1% of portfolio›$1.4M
Intrua Financial, LLC42,396
0.1% of portfolio›$1.3M
VestGen Advisors, LLC41,274
0.0% of portfolio›$1.3M
Flynn Zito Capital Management, LLC40,841
0.3% of portfolio›$1.3M
Islay Capital Management, LLC40,161
0.6% of portfolio›$1.3M
Arnhold LLC39,736
0.1% of portfolio›$1.2M
Diesslin Group, Inc.39,596
0.5% of portfolio›$1.2M
Beutel, Goodman & Co Ltd.39,500
0.0% of portfolio›$1.2K
Beam Wealth Advisors, Inc.38,714
0.3% of portfolio›$1.2M
Park Avenue Securities LLC38,490
0.0% of portfolio›$1.2K
Avidian Wealth Enterprises, LLC37,889
0.0% of portfolio›$1.2M
Compass Financial Management LLC37,588
0.1% of portfolio›$1.2M
Lido Advisors, LLC37,321
0.0% of portfolio›$1.2M
Crown Wealth Group, LLC34,276
0.3% of portfolio›$1.1M
LFA - Lugano Financial Advisors SA33,550
0.6% of portfolio›$1.0M
Simplicity Wealth,LLC33,518
0.0% of portfolio›$1.0M
Truist Financial Corp32,604
0.0% of portfolio›$1.0M
AdvisorNet Financial, Inc32,128
0.0% of portfolio›$994.7K
Galvin, Gaustad & Stein, LLC32,043
0.1% of portfolio›$1.0M
Insight Advisors, LLC/ PA31,802
0.2% of portfolio›$994.4K
Magnus Financial Group LLC30,261
0.1% of portfolio›$946.3K
Latitude Advisors, LLC30,215
0.3% of portfolio›$944.8K
Surience Private Wealth LLC29,893
0.9% of portfolio›$934.8K
Sowell Financial Services LLC29,139
0.0% of portfolio›$911.2K
Pettinga Financial Advisors LLC29,025
0.1% of portfolio›$907.6K
MGO One Seven LLC28,834
0.0% of portfolio›$901.6K
Ashton Thomas Private Wealth, LLC28,344
0.0% of portfolio›$886.3K
BCS Wealth Management27,729
0.2% of portfolio›$867.1K
SP Asset Management LLC27,500
0.1% of portfolio›$859.9K
IPG Investment Advisors LLC27,064
0.1% of portfolio›$846.3K
Bank of New York Mellon Corp26,547
0.0% of portfolio›$830.1K
Integrity Alliance, Llc.26,177
0.0% of portfolio›$818.6K
Davenport & Co LLC25,662
0.0% of portfolio›$802.5K
Millennium Capital Advisors, LLC24,988
0.4% of portfolio›$781.4K
Wedbush Securities Inc24,477
0.0% of portfolio›$765
J2 Capital Management Inc24,335
0.5% of portfolio›$761.0K
Integrated Advisors Network LLC23,900
0.0% of portfolio›$747.3K
Independent Financial Group, LLC23,886
0.0% of portfolio›$746.9K
Fortitude Advisory Group L.L.C.23,238
0.3% of portfolio›$726.7K
Vise Technologies, Inc.22,682
0.0% of portfolio›$709.3K
Straight Path Wealth Management22,050
0.2% of portfolio›$689.5K
Peak Financial Management, Inc.22,000
0.2% of portfolio›$687.9K
Spectrum Advisors, Inc.21,950
0.5% of portfolio›$686.4K
Badgley Phelps Wealth Managers, LLC21,910
0.0% of portfolio›$685.1K
Cobblestone Asset Management LLC21,474
0.3% of portfolio›$671.5K
S.A. Mason LLC21,082
0.2% of portfolio›$659.2K
Bokf, NA20,666
0.0% of portfolio›$646.2K
LexAurum Advisors, LLC20,106
0.1% of portfolio›$628.7K
Orgel Wealth Management, LLC20,000
0.0% of portfolio›$625.4K
Welch & Forbes LLC19,550
0.0% of portfolio›$611.3K
Nadler Financial Group, Inc.18,795
0.0% of portfolio›$587.7K
Fifth Third Bancorp18,710
0.0% of portfolio›$585.1K
Lineweaver Wealth Advisors, LLC18,615
0.1% of portfolio›$582.1K
Perigon Wealth Management, LLC18,383
0.0% of portfolio›$574.8K
MKT Advisors LLC18,350
0.2% of portfolio›$572.5K
Beacon Financial Group18,040
0.1% of portfolio›$564.1K
Harmony Asset Management LLC17,671
0.1% of portfolio›$552.6K
Armstrong Advisory Group, Inc17,591
0.0% of portfolio›$550.1K
Tectonic Advisors LLC17,352
0.0% of portfolio›$542.6K
Founders Financial Securities LLC17,204
0.0% of portfolio›$538.0K
Arcadia Wealth Management, LLC17,154
0.2% of portfolio›$536.4K
Apollon Financial, LLC16,963
0.1% of portfolio›$530.4K
SpringVest Wealth Management LLC16,929
0.3% of portfolio›$529.4K
Rockport Wealth LLC16,765
0.1% of portfolio›$524.2K
Capital Investment Advisors, LLC16,270
0.0% of portfolio›$508.8K
Veracity Capital LLC16,150
0.1% of portfolio›$505.0K
Prime Capital Investment Advisors, LLC15,937
0.0% of portfolio›$498.4K
Invariant Investment Management15,875
0.3% of portfolio›$495.5K
apricus wealth, LLC15,700
0.2% of portfolio›$490.9K
Cannon Financial Strategists, Inc.15,327
0.1% of portfolio›$479.3K
Financial Enhancement Group LLC15,140
0.1% of portfolio›$468.7K
Family Capital Trust Co15,030
0.1% of portfolio›$470.0K
Focus Financial Network, Inc.15,000
0.0% of portfolio›$469.1K
Signaturefd, LLC15,000
0.0% of portfolio›$469.1K
Synergy Asset Management, LLC14,995
0.0% of portfolio›$468.9K
Bank Julius Baer & Co. Ltd, Zurich14,850
0.0% of portfolio›$466.6K
Clay Northam Wealth Management, LLC14,643
0.2% of portfolio›$457.9K
Breakwater Capital Group14,566
0.1% of portfolio›$455.5K
Baker Ellis Asset Management LLC14,500
0.0% of portfolio›$453.4K
Burton Enright Welch14,071
0.0% of portfolio›$440.0K
Sapient Capital LLC13,889
0.0% of portfolio›$434.3K
Uhlmann Price Securities, LLC13,881
0.0% of portfolio›$434.1K
Koshinski Asset Management, Inc.13,864
0.0% of portfolio›$433.5K
Wealth Alliance Advisory Group, LLC13,289
0.1% of portfolio›$415.5K
RIA Advisory Group LLC13,240
0.1% of portfolio›$414.0K
KCM Investment Advisors LLC13,118
0.0% of portfolio›$410.2K
Soltis Investment Advisors LLC12,654
0.0% of portfolio›$395.7K
AlphaStar Capital Management, LLC12,625
0.0% of portfolio›$394.8K
Nations Financial Group Inc,12,519
0.0% of portfolio›$391.5K
Hoey Investments, Inc12,500
0.0% of portfolio›$390.9K
Oliver Luxxe Assets LLC12,495
0.1% of portfolio›$390.7K
55 North Private Wealth, LLC12,262
0.1% of portfolio›$383.4K
CWA Asset Management Group, LLC12,087
0.0% of portfolio›$378.0K
Capital Asset Advisory Services LLC11,621
0.0% of portfolio›$353.2K
Clear Harbor Asset Management, LLC11,619
0.0% of portfolio›$363.3K
Forza Wealth Management, LLC11,613
0.1% of portfolio›$363.1K
Diligent Investors, LLC11,485
0.1% of portfolio›$359.1K
Atria Investments, Inc11,445
0.0% of portfolio›$357.9K
B. Riley Wealth Advisors, Inc.10,948
0.0% of portfolio›$342.3K
Stillwater Wealth Management Group10,800
0.2% of portfolio›$337.7K
Princeton Global Asset Management LLC10,800
0.0% of portfolio›$337.7K
Modera Wealth Management, LLC10,776
0.0% of portfolio›$337.0K
Beacon Financial Advisory LLC10,751
0.1% of portfolio›$336.2K
Almanack Investment Partners, Llc.10,594
0.0% of portfolio›$331.3K
WealthBridge Capital Management, LLC10,479
0.1% of portfolio›$327.7K
International Assets Investment Management, LLC10,300
0.0% of portfolio›$323.8K
Investment Partners Asset Management, Inc.10,254
0.2% of portfolio›$320.6K
Capital City Trust Co10,250
0.1% of portfolio›$320.5K
Secure Asset Management, LLC10,167
0.0% of portfolio›$317.9K
Clientfirst Wealth Management, LLC10,000
0.2% of portfolio›$312.7K
Investors Asset Management of Georgia Inc10,000
0.1% of portfolio›$312.7K
Mendota Financial Group, LLC10,000
0.2% of portfolio›$312.7K
O'Domhnaill Enterprises, Inc.9,954
0.2% of portfolio›$311.3K
Wealth Dimensions Group, Ltd.9,500
0.1% of portfolio›$297.1K
OAK Family Advisors, LLC9,409
0.1% of portfolio›$294.2K
Plan Group Financial, LLC9,000
0.1% of portfolio›$280.1K
Harbor Investment Advisory, LLC8,940
0.0% of portfolio›$279.6K
HB Wealth Management, LLC8,884
0.0% of portfolio›$277.8K
Total Clarity Wealth Management, Inc.8,828
0.1% of portfolio›$276.1K
Pecaut & Co.8,700
0.1% of portfolio›$272.0K
Allen Capital Group, LLC8,658
0.0% of portfolio›$270.7K
Asset Advisors Investment Management, LLC8,600
0.0% of portfolio›$268.9K
Ulrich Consultants & Investment Group, LLC8,500
0.3% of portfolio›$265.8K
Live Oak Private Wealth LLC8,295
0.0% of portfolio›$259.4K
Accurate Wealth Management, LLC8,235
0.0% of portfolio›$258.8K
Avior Wealth Management, LLC8,232
0.0% of portfolio›$257.4K
Forum Financial Management, LP8,079
0.0% of portfolio›$252.6K
Robinson Smith Wealth Advisors LLC8,000
0.2% of portfolio›$250.2K
Anchyra Partners LLC8,000
0.1% of portfolio›$250.2K
Unique Wealth, LLC7,875
0.0% of portfolio›$246.3K
Ledyard National Bank7,823
0.0% of portfolio›$244.6K
Box Hill Private Wealth LLC7,750
0.2% of portfolio›$242.3K
Professional Advisory Services Inc7,700
0.0% of portfolio›$241
Sigma Planning Corp7,605
0.0% of portfolio›$237.8K
Willis Johnson Wealth, Inc.7,543
0.0% of portfolio›$235.9K
Towneley Capital Management, Inc / de7,510
0.0% of portfolio›$234.8K
Forvis Mazars Wealth Advisors, LLC7,492
0.0% of portfolio›$234.3K
Manchester Financial Inc7,360
0.0% of portfolio›$230.1K
Bison Wealth, LLC7,252
0.0% of portfolio›$228.3K
Total Investment Management Inc7,191
0.0% of portfolio›$224.9K
Redhawk Wealth Advisors, Inc.7,190
0.0% of portfolio›$224.8K
Trueblood Wealth Management, LLC7,000
0.1% of portfolio›$218.9K
CoreCap Advisors, LLC6,906
0.0% of portfolio›$216.0K
Meredith Wealth Planning6,890
0.1% of portfolio›$215.5K
BLB&B Advisors, LLC6,883
0.0% of portfolio›$215.2K
Cannon Advisors, Inc.6,788
0.1% of portfolio›$213.3K
Woodmont Investment Counsel LLC6,772
0.0% of portfolio›$211.8K
Willow Creek Wealth Management Inc.6,680
0.0% of portfolio›$208.9K
Patten & Patten Inc6,630
0.0% of portfolio›$207.3K
Tennessee Valley Asset Management Partners6,600
0.0% of portfolio›$206.4K
J. Derek Lewis & Associates Inc.6,600
0.0% of portfolio›$206.4K
AlphaCore Capital LLC6,543
0.0% of portfolio›$204.6K
Thrivent Financial for Lutherans6,536
0.0% of portfolio›$204
Wilmington Savings Fund Society, FSB6,500
0.0% of portfolio›$203.3K
Sun Group Wealth Partners6,412
0.1% of portfolio›$200.5K
Community Financial Services Group, LLC6,120
0.0% of portfolio›$192.4K
Birchwood Financial Partners, Inc.5,679
0.1% of portfolio›$177.6K
Arlington Trust Co LLC5,206
0.0% of portfolio›$162.8K
MTM Investment Management, LLC5,200
0.0% of portfolio›$162.6K
Private Trust Co NA5,000
0.0% of portfolio›$156.4K
Bulwark Capital Corp4,782
0.1% of portfolio›$149.5K
Pacific Center for Financial Services4,705
0.0% of portfolio›$147.1K
Evermay Wealth Management LLC3,906
0.0% of portfolio›$122.1K
Caldwell Trust Co3,484
0.0% of portfolio›$108.9K
Madden Securities Corp3,080
0.0% of portfolio›$96.3K
Salomon & Ludwin, LLC3,054
0.0% of portfolio›$95.5K
Blue Trust, Inc.2,676
0.0% of portfolio›$83.7K
1620 Investment Advisors, Inc.2,622
0.1% of portfolio›$82.0K
Plante Moran Financial Advisors, LLC2,478
0.0% of portfolio›$77.5K
Halbert Hargrove Global Advisors, LLC2,400
0.0% of portfolio›$75.0K
Main Street Group, LTD2,315
0.0% of portfolio›$72.4K
Lanark Financial, Inc.2,225
0.0% of portfolio›$69.6K
Wilkerson Advisory Group LLC2,198
0.0% of portfolio›$68.7K
Pinnacle Wealth Planning Services, Inc.2,177
0.0% of portfolio›$68.1K
DiNuzzo Private Wealth, Inc.2,135
0.0% of portfolio›$66.8K
Compagnie Lombard Odier SCmA2,000
0.0% of portfolio›$64.8K
US Bancorp \de\1,809
0.0% of portfolio›$56.6K
Chilton Capital Management LLC1,701
0.0% of portfolio›$53.2K
Assetmark, Inc1,609
0.0% of portfolio›$50.3K
Tradewinds Capital Management, LLC1,606
0.0% of portfolio›$50.2K
Concord Wealth Partners1,600
0.0% of portfolio›$50.0K
Financial Management Professionals, Inc.1,550
0.0% of portfolio›$48.5K
Strategic Advocates LLC1,444
0.2% of portfolio›$45.2K
Eastern Bank1,434
0.0% of portfolio›$44.8K
Spire Wealth Management1,377
0.0% of portfolio›$43.1K
Oakworth Capital, Inc.1,338
0.0% of portfolio›$41.8K
Highline Wealth Partners LLC1,293
0.0% of portfolio›$40.4K
Creative Financial Designs Inc1,225
0.0% of portfolio›$38.3K
Center for Financial Planning, Inc.1,150
0.0% of portfolio›$36.0K
Gen-Wealth Partners Inc1,037
0.0% of portfolio›$32.4K
Citigroup Inc1,013
0.0% of portfolio›$31.7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,008
0.0% of portfolio›$31.5K
Manchester Capital Management LLC1,000
0.0% of portfolio›$31.3K
Gables Capital Management Inc.1,000
0.0% of portfolio›$31.3K
Toth Financial Advisory Corp903
0.0% of portfolio›$28.2K
Mather Group, Llc.897
0.0% of portfolio›$28.0K
Jnba Financial Advisors883
0.0% of portfolio›$27.6K
Balance Wealth Partners LLC864
0.0% of portfolio›$27.0K
Bank of New Hampshire800
0.0% of portfolio›$25.0K
Bank & Trust Co736
0.0% of portfolio›$23.0K
Costello Asset Management, Inc600
0.0% of portfolio›$18.8K
Trust Co599
0.0% of portfolio›$18.7K
Evolution Wealth Management Inc.572
0.0% of portfolio›$17.9K
Roxbury Financial LLC544
0.0% of portfolio›$17.0K
Asset Dedication, LLC500
0.0% of portfolio›$15.6K
Pacifica Partners Inc.500
0.0% of portfolio›$15.6K
McCarley & Cook Financial Planners500
0.0% of portfolio›$15.6K
Laurel Wealth Advisors LLC441
0.0% of portfolio›$13.8K
Intelligent Financial Strategies353
0.0% of portfolio›$11.0K
Parkside Financial Bank & Trust350
0.0% of portfolio›$10.9K
Carnegie Lake Advisors LLC310
0.1% of portfolio›$319.0K
Markowski Investments300
0.0% of portfolio›$9.4K
Financial Consulate, Inc287
0.0% of portfolio›$9.0K
Physician Wealth Advisors, Inc.287
0.0% of portfolio›$9.0K
Contravisory Investment Management, Inc.264
0.0% of portfolio›$8.3K
Birchbrook, Inc.252
0.0% of portfolio›$7.9K
Bfsg, LLC250
0.0% of portfolio›$7.8K
Abound Wealth Management200
0.0% of portfolio›$6.3K
Blue Bell Private Wealth Management, LLC192
0.0% of portfolio›$6.0K
DecisionPoint Financial, LLC139
0.0% of portfolio›$4.4K
Morton Brown Family Wealth, LLC116
0.0% of portfolio›$3.6K
American Capital Advisory, LLC74
0.0% of portfolio›$2.3K
Strengthening Families & Communities, LLC70
0.0% of portfolio›$2.2K
Triumph Capital Management50
0.0% of portfolio›$1.6K
MH & Associates Securities Management Corp50
0.0% of portfolio›$999
StyleTurnoverLocationFiled
Pekin Hardy Strauss, Inc.
4,418,942$138.2M12.2%ValueMediumChicago, IL2026-11-02
Imc-Chicago, LLC
3,362,871$105.2M0.0%GARPVery HighChicago, IL2026-11-05
Evanson Financial, LLC
3,314,044$103.6M5.1%ETFN/AMclean, VA2026-10-23
Cambridge Investment Research Advisors, Inc.
3,195,303$99.9K0.0%ETFLowFairfield, IA2026-11-02
Matauro, LLC
2,174,512$68.0M8.4%ETFLowNew York, NY2026-11-03
Kestra Advisory Services, LLC
2,107,253$65.9M0.2%CoreLowAustin, TX2026-11-02
Intesa Sanpaolo Wealth Management
2,026,555$63.4M10.7%GrowthMediumLuxembourg, Netherlands2026-10-28
Commonwealth Equity Services, LLC
1,346,014$42.1M0.1%ETFLowWaltham, MA2026-11-02
Capital Wealth Alliance, LLC
982,615$30.7M13.4%CoreLowScottsdale, AZ2026-10-20
TCP Asset Management, LLC
776,853$24.2M2.7%ETFLowUpper Arlington, OH2026-10-14
Carota Wealth Management
688,325$21.5M18.3%CoreHighThompsons Station, TN2026-11-03
Cyndeo Wealth Partners, LLC
659,619$20.6M0.9%CoreMediumSt. Petersburg, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
623,444$19.5M0.0%CoreLowPlymouth, MN2026-10-13
O'Brien Greene & Co. Inc
574,326$18.0M5.0%CoreLowMedia, PA2026-11-05
Wealthcare Advisory Partners LLC
559,996$17.5M0.3%ETFLowWest Chester, PA2026-10-21
Meixler Investment Management, Ltd.
538,419$16.8M9.1%YieldMediumShow Low, AZ2026-11-03
TD Waterhouse Canada Inc.
533,875$16.8M0.0%CoreLowToronto, Australia2026-10-16
Prospera Financial Services Inc
503,772$14.8M0.2%CoreMediumDallas, TX2026-11-04
BIP Wealth, LLC
502,643$15.7M0.4%ETFMediumAtlanta, GA2026-10-22
Essential Partners LLC
468,199$14.6M6.7%ValueMediumRancho Santa Fe, CA2026-10-14
Wealthcare Capital Management LLC
459,324$14.4M1.6%ETFVery LowRichmond, VA2026-10-21
Asset One Wealth Management LLC
411,442$12.9M1.1%GrowthLowBellevue, WA2026-11-02
Hengehold Capital Management LLC
401,038$12.5M1.0%ETFLowCincinnati, OH2026-10-16
Accordant Advisory Group Inc
382,825$12.0M7.5%ValueMediumAnnapolis, MD2026-10-29
Guild Investment Management, Inc.
378,495$11.8M7.5%GARPMediumWestlake Village, CA2026-11-03
Farther Finance Advisors, LLC
359,695$11.2M0.1%IndexLowSan Francisco, CA2026-10-08
Pacific Sage Partners, LLC
336,668$10.5M1.4%ETFLowEdmonds, WA2026-10-21
TrustWell Financial Advisors, LLC
330,436$10.3M8.8%ETFMediumJacksonville, FL2026-10-15
Philadelphia Trust Co
304,674$9.5K0.0%GrowthLowPhiladelphia, PA2026-11-05
JP Wealth Management, Inc.
300,228$9.4M5.9%ETFLowMt. Pleasant, SC2026-10-07
Phraction Management LLC
290,467$9.1M1.7%GrowthLowColchester, CT2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
290,079$9.1M3.6%GrowthHighTampa, FL2026-10-15
Biltmore Family Office, LLC
256,740$8.0M1.1%GrowthLowCharlotte, NC2026-11-03
Elevate Capital Advisors, LLC
255,885$8.0M4.6%ValueHighEagle, CO2026-11-02
Hubbell Strickland Wealth Management, LLC
250,439$7.8M2.8%ETFVery LowNew Orleans, LA2026-10-29
Fulcrum Wealth Advisors, LLC
248,927$7.8M5.4%GrowthMediumBellevue, WA2026-10-16
Camelot Technology Advisors, Inc.
248,114$7.8M5.2%ETFLowSan Francisco, CA2026-10-09
Alpha Advisors, LLC
242,629$7.6M5.5%ETFMediumRichmond, VA2026-10-19
Parallel Advisors, LLC
226,806$7.1M0.1%IndexLowSan Francisco, CA2026-11-03
Brookstone Capital Management
223,737$7.0M0.1%ETFMediumWheaton, IL2026-10-22
Latigo Investments, LLC
214,134$6.7M3.0%ETFVery LowFort Lauderdale, FL2026-10-29
Warwick Investment Management, Inc.
209,390$6.5M0.8%ETFLowBryan, TX2026-10-19
KOM Wealth Management Group, LLC
203,176$6.4M3.2%ETFLowAppleton, WI2026-10-15
Creative Planning
200,812$6.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Certuity, LLC
196,585$6.1M0.3%GARPLowNorth Palm Beach, FL2026-11-02
Macroview Investment Management LLC
189,562$5.9M3.6%ETFLowBethesda, MD2026-10-26
Chicago Capital, LLC
186,978$5.8M0.1%GrowthLowChicago, IL2026-10-13
Oppenheimer & Co Inc
178,055$5.6M0.1%CoreLowNew York, NY2026-10-26
Lifetime Wealth Management P.C.
172,516$5.4M3.2%YieldLowRockwall, TX2026-10-29
Beaumont Financial Advisors, LLC
171,981$5.4M0.3%GrowthMediumNeedham, MA2026-10-22
Abacus Planning Group, Inc.
170,885$5.3M0.6%ETFLowColumbia, SC2026-11-02
Discipline Wealth Solutions, LLC
166,890$5.2M0.5%ETFLowGreenville, SC2026-10-14
Greenfield Seitz Capital Management, LLC
154,007$4.8M1.4%GARPLowDallas, TX2026-10-29
TMB Capital Partners, LLC
142,864$4.5M1.4%MomentumMediumLittle Rock, AR2026-10-20
Ascentis Independent Advisors
142,592$4.5M0.3%ETFLowDallas, TX2026-11-03
Evergreen Capital Management LLC
137,677$4.3M0.1%GARPMediumBellevue, WA2026-10-23
D.A. Davidson & Co.
131,897$4.1M0.0%CoreLowGreat Falls, MT2026-10-28
Quadrant Private Wealth Management, LLC
119,406$3.7M0.5%GrowthLowCenter Valley, PA2026-11-04
Layline Advisors, LLC
119,090$3.7M3.4%ETFLowRochester, NY2026-11-02
New Harbor Financial Group, LLC
112,010$3.5M0.5%ETFMediumWorcester, MA2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
110,317$3.5M4.4%ETFLowGlen Allen, VA2026-10-14
Wakefield Asset Management Lllp
106,961$3.3M0.8%ValueMediumEnglewood, CO2026-11-05
Apella Capital, LLC
101,878$3.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Grand Central Investment Group
101,482$3.2M2.4%GARPLowTampa, FL2026-11-02
EverSource Wealth Advisors, LLC
97,727$3.1M0.1%CoreMediumBirmingham, AL2026-11-04
E&G Advisors, LLC
91,186$2.9M0.5%ETFVery LowHouston, TX2026-10-13
Private Client Services, LLC
87,252$2.7M0.7%ETFMediumLouisville, KY2026-10-02
A. D. Beadell Investment Counsel, Inc.
85,633$2.7K0.0%ValueLowMequon, WI2026-10-14
Guardian Partners Inc.
85,260$2.7M0.2%ValueMediumToronto, South Africa2026-10-21
Connective Portfolio Management, LLC
85,000$2.7M4.0%GrowthHighNew York, NY2026-10-22
Quantum Financial Partners LLC
81,941$2.6M1.3%ETFN/AOverland Park, KS2026-10-19
Sentinel Pension Advisors, LLC
77,886$2.4M0.3%ETFLowWakefield, MA2026-11-02
Montis Financial, LLC
76,755$2.4M0.5%ETFLowWaltham, MA2026-11-04
Black Diamond Financial, LLC
76,753$2.4M0.2%ETFVery LowTowson, MD2026-10-26
North Star Investment Management Corp.
76,409$2.4M0.1%CoreLowChicago, IL2026-10-27
HUB Investment Partners, LLC
74,138$2.3M0.0%GrowthLowAustin, TX2026-11-03
J.W. Cole Advisors, Inc.
71,991$2.3M0.0%IndexLowTampa, FL2026-11-05
Apollon Wealth Management, LLC
70,909$2.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Seros Financial, LLC
70,025$2.2M1.1%ETFMediumGilbert, AZ2026-10-21
Convergence Financial, LLC
69,325$2.2M0.3%ETFMediumColumbia, MO2026-10-27
StoneX Group Inc.
69,252$2.2M0.1%ETFMediumNew York, NY2026-11-03
Concurrent Investment Advisors, LLC
68,821$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Ascentis Wealth Management, LLC
67,566$2.1M0.3%Agg GrowthLowDallas, TX2026-11-03
Amitell Capital Pte Ltd
66,190$2.1M2.0%ETFHighSingapore, Turkey2026-11-02
G&S Capital LLC
64,927$2.0M0.6%CoreMediumDenver, CO2026-10-23
Larson Financial Group LLC
63,366$2.0M0.0%GrowthLowSt Louis, MO2026-11-05
Clifford Swan Investment Counsel LLC
63,310$2.0M0.1%CoreVery LowPasadena, CA2026-11-05
Kestra Private Wealth Services, LLC
62,758$2.0M0.0%GrowthLowAustin, TX2026-10-30
Sumitomo Mitsui Trust Group, Inc.
62,500$2.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Sage Mountain Advisors LLC
61,320$1.9M0.1%ETFLowAtlanta, GA2026-11-02
Keybank National Association
61,127$1.9M0.0%CoreLowBrooklyn, OH2026-11-04
Hurley Capital, LLC
61,107$1.9M0.9%GARPMediumNew York, NY2026-11-05
Hedges Asset Management LLC
61,000$1.9M1.3%YieldLowReno, NV2026-10-29
Banque Pictet & CIE SA
60,182$1.9M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Foster Dykema Cabot & Partners, LLC
57,717$1.8M0.1%GrowthLowWaltham, MA2026-10-30
Rossby Financial, LCC
57,600$1.8M0.3%ETFMediumMelbourne, FL2026-11-05
SMI Advisory Services, LLC
56,714$1.8M0.3%ETFMediumColumbus, IN2026-10-13
NovaPoint Capital, LLC
56,038$1.8M0.4%CoreLowAtlanta, GA2026-10-22
WIT Partners Advisory Pte. Ltd.
55,887$1.7M2.1%Deep ValueLowSingapore, Turkey2026-10-16
Insight Wealth Partners, LLC
54,476$1.7M0.2%ETFLowPlano, TX2026-10-26
Verity Asset Management, Inc.
54,443$1.7M0.7%CoreMediumDurham, NC2026-10-30
TruNorth Capital Management, LLC
53,499$1.7M0.3%ETFLowKalamazoo, MI2026-10-14
Rebalance, LLC
52,268$1.6M0.1%ETFVery LowPalo Alto, CA2026-10-22
Security National Bank
52,038$1.6M0.2%GrowthLowOmaha, NE2026-10-26
ADE, LLC
51,463$1.6M0.7%ETFLowBaltimore, MD2026-10-29
Holos Integrated Wealth LLC
50,704$1.6M0.7%ETFLowKennett Square, PA2026-10-23
SeaCrest Wealth Management, LLC
50,679$1.6M0.2%GrowthLowPurchase, NY2026-10-21
IFP Advisors, Inc
48,825$1.5M0.0%GrowthLowTampa, FL2026-10-16
PKS Advisory Services, LLC
48,777$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Bailard, Inc.
48,484$1.5M0.0%GrowthMediumFoster City, CA2026-10-13
Euro Pacific Asset Management, LLC
47,495$1.5M0.1%GARPLowDorado, PR2026-11-03
180 Wealth Advisors, LLC
47,406$1.5M0.1%CoreLowFederal Way, WA2026-11-03
Blueprint Financial Advisors LLC
47,340$1.5M0.2%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
47,340$1.5M0.1%ETFMediumGreensboro, NC2026-10-28
Cypress Wealth Services, LLC
44,959$1.4M0.2%ETFLowPalm Desert, CA2026-10-21
Wedmont Private Capital
44,199$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
Columbia Advisory Partners LLC
43,414$1.4M0.7%ETFMediumSpokane, WA2026-10-15
LVM Capital Management LTD
43,325$1.4M0.1%GrowthLowPortage, MI2026-10-20
Intrua Financial, LLC
42,396$1.3M0.1%ETFMediumHouston, TX2026-10-28
VestGen Advisors, LLC
41,274$1.3M0.0%GrowthMediumChicago, IL2026-10-27
Flynn Zito Capital Management, LLC
40,841$1.3M0.3%ETFLowGarden City, NY2026-11-04
Islay Capital Management, LLC
40,161$1.3M0.6%ETFMediumLubbock, TX2026-10-20
Arnhold LLC
39,736$1.2M0.1%GARPLowNew York, NY2026-10-26
Diesslin Group, Inc.
39,596$1.2M0.5%ETFMediumFort Worth, TX2026-10-14
Beutel, Goodman & Co Ltd.
39,500$1.2K0.0%ValueMediumToronto, Australia2026-11-04
Beam Wealth Advisors, Inc.
38,714$1.2M0.3%ETFMediumCovington, LA2026-11-03
Park Avenue Securities LLC
38,490$1.2K0.0%ETFMediumNew York, NY2026-10-26
Avidian Wealth Enterprises, LLC
37,889$1.2M0.0%ETFLowHouston, TX2026-10-08
Compass Financial Management LLC
37,588$1.2M0.1%CoreN/ATampa, FL2026-10-30
Lido Advisors, LLC
37,321$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Crown Wealth Group, LLC
34,276$1.1M0.3%ETFMediumCharlotte, NC2026-10-19
LFA - Lugano Financial Advisors SA
33,550$1.0M0.6%ETFLowLugano, Switzerland2026-11-03
Simplicity Wealth,LLC
33,518$1.0M0.0%ETFLowSummit, NJ2026-10-23
Truist Financial Corp
32,604$1.0M0.0%CoreLowCharlotte, NC2026-10-30
AdvisorNet Financial, Inc
32,128$994.7K0.0%ETFLowMinnetonka, MN2026-10-15
Galvin, Gaustad & Stein, LLC
32,043$1.0M0.1%CoreMediumScottsdale, AZ2026-10-08
Insight Advisors, LLC/ PA
31,802$994.4K0.2%ETFMediumNewtown, PA2026-10-22
Magnus Financial Group LLC
30,261$946.3K0.1%ETFLowNew York, NY2026-10-21
Latitude Advisors, LLC
30,215$944.8K0.3%ETFLowYorkville, IL2026-10-27
Surience Private Wealth LLC
29,893$934.8K0.9%ETFVery HighYakima, WA2026-10-16
Sowell Financial Services LLC
29,139$911.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Pettinga Financial Advisors LLC
29,025$907.6K0.1%ETFMediumEvansville, IN2026-10-13
MGO One Seven LLC
28,834$901.6K0.0%GrowthLowBeachwood, OH2026-10-28
Ashton Thomas Private Wealth, LLC
28,344$886.3K0.0%CoreMediumScottsdale, AZ2026-11-03
BCS Wealth Management
27,729$867.1K0.2%ETFVery LowJohnson City, TN2026-11-03
SP Asset Management LLC
27,500$859.9K0.1%CoreVery LowCupertino, CA2026-11-05
IPG Investment Advisors LLC
27,064$846.3K0.1%CoreMediumSan Diego, CA2026-10-30
Bank of New York Mellon Corp
26,547$830.1K0.0%CoreLowNew York, NY2026-11-05
Integrity Alliance, Llc.
26,177$818.6K0.0%ETFMediumUrbandale, IA2026-10-29
Davenport & Co LLC
25,662$802.5K0.0%CoreMediumRichmond, VA2026-10-14
Millennium Capital Advisors, LLC
24,988$781.4K0.4%GrowthLowLittle Rock, AR2026-10-16
Wedbush Securities Inc
24,477$7650.0%CoreLowPasadena, CA2026-10-22
J2 Capital Management Inc
24,335$761.0K0.5%ETFHighTroy, MI2026-10-19
Integrated Advisors Network LLC
23,900$747.3K0.0%GrowthMediumDallas, TX2026-10-20
Independent Financial Group, LLC
23,886$746.9K0.0%GrowthLowSan Diego, CA2026-10-13
Fortitude Advisory Group L.L.C.
23,238$726.7K0.3%GrowthMediumGig Harbor, WA2026-10-15
Vise Technologies, Inc.
22,682$709.3K0.0%IndexLowNew York, NY2026-10-29
Straight Path Wealth Management
22,050$689.5K0.2%ETFLowJenison, MI2026-10-23
Peak Financial Management, Inc.
22,000$687.9K0.2%ETFVery LowWellesley, MA2026-10-16
Spectrum Advisors, Inc.
21,950$686.4K0.5%N/AN/APlano, TX2026-11-03
Badgley Phelps Wealth Managers, LLC
21,910$685.1K0.0%GrowthVery LowSeattle, WA2026-10-22
Cobblestone Asset Management LLC
21,474$671.5K0.3%ETFMediumRichmond, VA2026-10-13
S.A. Mason LLC
21,082$659.2K0.2%GrowthVery LowHolland, MI2026-10-13
Bokf, NA
20,666$646.2K0.0%CoreLowTulsa, OK2026-10-27
LexAurum Advisors, LLC
20,106$628.7K0.1%ETFLowOverland Park, KS2026-10-19
Orgel Wealth Management, LLC
20,000$625.4K0.0%ETFMediumAltoona, WI2026-10-14
Welch & Forbes LLC
19,550$611.3K0.0%CoreVery LowBoston, MA2026-11-04
Nadler Financial Group, Inc.
18,795$587.7K0.0%ETFVery LowDeerfield, IL2026-10-23
Fifth Third Bancorp
18,710$585.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Lineweaver Wealth Advisors, LLC
18,615$582.1K0.1%ETFLowValley View, OH2026-10-13
Perigon Wealth Management, LLC
18,383$574.8K0.0%GrowthLowSan Francisco, CA2026-10-22
MKT Advisors LLC
18,350$572.5K0.2%ETFLowCarlsbad, CA2026-10-20
Beacon Financial Group
18,040$564.1K0.1%ETFMediumDallas, TX2026-10-19
Harmony Asset Management LLC
17,671$552.6K0.1%GrowthMediumScottsdale, AZ2026-10-20
Armstrong Advisory Group, Inc
17,591$550.1K0.0%ETFHighNeedham, MA2026-10-09
Tectonic Advisors LLC
17,352$542.6K0.0%YieldLowFrisco, TX2026-10-22
Founders Financial Securities LLC
17,204$538.0K0.0%ETFMediumTowson, MD2026-10-28
Arcadia Wealth Management, LLC
17,154$536.4K0.2%ETFLowManchester, NH2026-10-22
Apollon Financial, LLC
16,963$530.4K0.1%ETFVery LowMount Pleasant, SC2026-10-23
SpringVest Wealth Management LLC
16,929$529.4K0.3%ETFLowDallas, TX2026-10-27
Rockport Wealth LLC
16,765$524.2K0.1%ETFMediumFairview Park, OH2026-11-03
Capital Investment Advisors, LLC
16,270$508.8K0.0%CoreLowAtlanta, GA2026-10-22
Veracity Capital LLC
16,150$505.0K0.1%GrowthLowAtlanta, GA2026-10-08
Prime Capital Investment Advisors, LLC
15,937$498.4K0.0%ETFLowOverland Park, KS2026-10-20
Invariant Investment Management
15,875$495.5K0.3%ETFLowCamp Hill, PA2026-10-08
apricus wealth, LLC
15,700$490.9K0.2%YieldMediumBeaufort, SC2026-10-26
Cannon Financial Strategists, Inc.
15,327$479.3K0.1%ETFVery LowAthens, GA2026-10-19
Financial Enhancement Group LLC
15,140$468.7K0.1%ETFMediumAnderson, IN2026-10-08
Family Capital Trust Co
15,030$470.0K0.1%CoreLowPeabody, MA2026-10-22
Focus Financial Network, Inc.
15,000$469.1K0.0%ETFLowMinneapolis, MN2026-10-14
Signaturefd, LLC
15,000$469.1K0.0%IndexLowAtlanta, GA2026-10-23
Synergy Asset Management, LLC
14,995$468.9K0.0%GrowthHighVancouver, WA2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
14,850$466.6K0.0%GrowthMediumZurich, Switzerland2026-10-29
Clay Northam Wealth Management, LLC
14,643$457.9K0.2%GrowthVery LowHuntington Beach, CA2026-10-13
Breakwater Capital Group
14,566$455.5K0.1%ETFLowParamus, NJ2026-10-09
Baker Ellis Asset Management LLC
14,500$453.4K0.0%GARPVery LowVancouver, WA2026-10-14
Burton Enright Welch
14,071$440.0K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Sapient Capital LLC
13,889$434.3K0.0%GrowthMediumIndianapolis, IN2026-10-08
Uhlmann Price Securities, LLC
13,881$434.1K0.0%Agg GrowthLowSkokie, IL2026-11-03
Koshinski Asset Management, Inc.
13,864$433.5K0.0%ETFLowDecatur, IL2026-10-29
Wealth Alliance Advisory Group, LLC
13,289$415.5K0.1%CoreLowWichita, KS2026-10-14
RIA Advisory Group LLC
13,240$414.0K0.1%ETFHighSioux Falls, SD2026-10-15
KCM Investment Advisors LLC
13,118$410.2K0.0%CoreVery LowGreenbrae, CA2026-10-27
Soltis Investment Advisors LLC
12,654$395.7K0.0%CoreMediumSt. George, UT2026-10-28
AlphaStar Capital Management, LLC
12,625$394.8K0.0%ETFMediumCornelius, NC2026-10-16
Nations Financial Group Inc,
12,519$391.5K0.0%CoreLowCedar Rapids, IA2026-11-05
Hoey Investments, Inc
12,500$390.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Oliver Luxxe Assets LLC
12,495$390.7K0.1%ValueMediumGladstone, NJ2026-10-14
55 North Private Wealth, LLC
12,262$383.4K0.1%ETFLowWinter Park, FL2026-10-20
CWA Asset Management Group, LLC
12,087$378.0K0.0%CoreMediumNaples, FL2026-10-19
Capital Asset Advisory Services LLC
11,621$353.2K0.0%ETFLowWilliamston, MI2026-10-30
Clear Harbor Asset Management, LLC
11,619$363.3K0.0%CoreLowStamford, CT2026-11-05
Forza Wealth Management, LLC
11,613$363.1K0.1%CoreVery LowSarasota, FL2026-10-20
Diligent Investors, LLC
11,485$359.1K0.1%CoreLowRedlands, CA2026-10-21
Atria Investments, Inc
11,445$357.9K0.0%CoreMediumCharlotte, NC2026-10-15
B. Riley Wealth Advisors, Inc.
10,948$342.3K0.0%GrowthLowMemphis, TN2026-10-13
Stillwater Wealth Management Group
10,800$337.7K0.2%GrowthMediumJuno Beach, FL2026-10-21
Princeton Global Asset Management LLC
10,800$337.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Modera Wealth Management, LLC
10,776$337.0K0.0%ETFVery LowWestwood, NJ2026-10-28
Beacon Financial Advisory LLC
10,751$336.2K0.1%ETFLowCleveland, OH2026-10-16
Almanack Investment Partners, Llc.
10,594$331.3K0.0%ETFMediumNewtown Square, PA2026-11-03
WealthBridge Capital Management, LLC
10,479$327.7K0.1%ETFLowWesterville, OH2026-10-16
International Assets Investment Management, LLC
10,300$323.8K0.0%CoreVery HighOrlando, FL2026-11-02
Investment Partners Asset Management, Inc.
10,254$320.6K0.2%CoreLowMetuchen, NJ2026-10-09
Capital City Trust Co
10,250$320.5K0.1%CoreVery LowTallahassee, FL2026-10-22
Secure Asset Management, LLC
10,167$317.9K0.0%GrowthMediumTroy, MI2026-10-19
Clientfirst Wealth Management, LLC
10,000$312.7K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
Investors Asset Management of Georgia Inc
10,000$312.7K0.1%GARPLowAtlanta, GA2026-10-20
Mendota Financial Group, LLC
10,000$312.7K0.2%ETFLowMadison, WI2026-10-07
O'Domhnaill Enterprises, Inc.
9,954$311.3K0.2%GrowthHighCody, WY2026-10-29
Wealth Dimensions Group, Ltd.
9,500$297.1K0.1%ETFLowCincinnati, OH2026-11-02
OAK Family Advisors, LLC
9,409$294.2K0.1%CoreMediumChicago, IL2026-10-19
Plan Group Financial, LLC
9,000$280.1K0.1%ETFMediumOklahoma City, OK2026-10-22
Harbor Investment Advisory, LLC
8,940$279.6K0.0%GrowthLowLutherville, MD2026-10-13
HB Wealth Management, LLC
8,884$277.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Total Clarity Wealth Management, Inc.
8,828$276.1K0.1%ETFMediumSt. Charles, IL2026-10-26
Pecaut & Co.
8,700$272.0K0.1%ETFLowSioux City, IA2026-10-27
Allen Capital Group, LLC
8,658$270.7K0.0%CoreLowGrand Island, NE2026-10-27
Asset Advisors Investment Management, LLC
8,600$268.9K0.0%CoreLowAugusta, GA2026-10-19
Ulrich Consultants & Investment Group, LLC
8,500$265.8K0.3%ETFN/AAlbuquerque, NM2026-10-13
Live Oak Private Wealth LLC
8,295$259.4K0.0%ValueLowWilmington, NC2026-11-02
Accurate Wealth Management, LLC
8,235$258.8K0.0%CoreMediumWesley Chapel, FL2026-10-20
Avior Wealth Management, LLC
8,232$257.4K0.0%ETFMediumOmaha, NE2026-10-13
Forum Financial Management, LP
8,079$252.6K0.0%ETFLowLombard, IL2026-10-16
Robinson Smith Wealth Advisors LLC
8,000$250.2K0.2%ETFLowSouth Portland, ME2026-10-22
Anchyra Partners LLC
8,000$250.2K0.1%CoreLowAtlanta, GA2026-10-13
Unique Wealth, LLC
7,875$246.3K0.0%ETFMediumTampa, FL2026-10-16
Ledyard National Bank
7,823$244.6K0.0%CoreLowHanover, NH2026-10-21
Box Hill Private Wealth LLC
7,750$242.3K0.2%ETFLowScottsdale, AZ2026-10-05
Professional Advisory Services Inc
7,700$2410.0%GARPMediumVero Beach, FL2026-10-08
Sigma Planning Corp
7,605$237.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Willis Johnson Wealth, Inc.
7,543$235.9K0.0%ETFLowHouston, TX2026-11-03
Towneley Capital Management, Inc / de
7,510$234.8K0.0%ETFVery LowLaguna Hills, CA2026-10-09
Forvis Mazars Wealth Advisors, LLC
7,492$234.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Manchester Financial Inc
7,360$230.1K0.0%ETFMediumWestlake Village, CA2026-10-15
Bison Wealth, LLC
7,252$228.3K0.0%GrowthMediumAtlanta, GA2026-10-13
Total Investment Management Inc
7,191$224.9K0.0%ETFLowScottsdale, AZ2026-10-22
Redhawk Wealth Advisors, Inc.
7,190$224.8K0.0%ETFHighMinneapolis, MN2026-10-14
Trueblood Wealth Management, LLC
7,000$218.9K0.1%CoreLowLima, OH2026-10-23
CoreCap Advisors, LLC
6,906$216.0K0.0%ETFMediumSouthfield, MI2026-10-08
Meredith Wealth Planning
6,890$215.5K0.1%ETFLowMaryville, IL2026-10-14
BLB&B Advisors, LLC
6,883$215.2K0.0%ETFLowMontgomeryville, PA2026-10-27
Cannon Advisors, Inc.
6,788$213.3K0.1%GrowthHighCharlotte, NC2026-10-14
Woodmont Investment Counsel LLC
6,772$211.8K0.0%GARPVery LowNashville, TN2026-10-29
Willow Creek Wealth Management Inc.
6,680$208.9K0.0%ETFVery LowSebastopol, CA2026-10-26
Patten & Patten Inc
6,630$207.3K0.0%CoreLowChattanooga, TN2026-10-26
Tennessee Valley Asset Management Partners
6,600$206.4K0.0%ETFLowKnoxville, TN2026-11-03
J. Derek Lewis & Associates Inc.
6,600$206.4K0.0%ETFLowNewport Beach, CA2026-11-03
AlphaCore Capital LLC
6,543$204.6K0.0%ETFLowLa Jolla, CA2026-11-04
Thrivent Financial for Lutherans
6,536$2040.0%GARPMediumMinneapolis, MN2026-11-05
Wilmington Savings Fund Society, FSB
6,500$203.3K0.0%CoreLowWilmington, DE2026-10-23
Sun Group Wealth Partners
6,412$200.5K0.1%GrowthLowIrvine, CA2026-10-26
Community Financial Services Group, LLC
6,120$192.4K0.0%GrowthLowNewport, VT2026-10-15
Birchwood Financial Partners, Inc.
5,679$177.6K0.1%ETFVery LowBloomington, MN2026-11-02
Arlington Trust Co LLC
5,206$162.8K0.0%ETFMediumBirmingham, AL2026-10-20
MTM Investment Management, LLC
5,200$162.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
Private Trust Co NA
5,000$156.4K0.0%CoreLowCleveland, OH2026-10-20
Bulwark Capital Corp
4,782$149.5K0.1%ETFMediumFernandina Beach, FL2026-10-13
Pacific Center for Financial Services
4,705$147.1K0.0%ETFMediumDanville, CA2026-10-15
Evermay Wealth Management LLC
3,906$122.1K0.0%ETFLowArlington, VA2026-11-05
Caldwell Trust Co
3,484$108.9K0.0%GrowthLowVenice, FL2026-10-30
Madden Securities Corp
3,080$96.3K0.0%GrowthMediumDallas, TX2026-10-27
Salomon & Ludwin, LLC
3,054$95.5K0.0%ETFVery LowRichmond, VA2026-10-29
Blue Trust, Inc.
2,676$83.7K0.0%ETFLowBrentwood, TN2026-10-15
1620 Investment Advisors, Inc.
2,622$82.0K0.1%ValueLowPlymouth, MA2026-11-04
Plante Moran Financial Advisors, LLC
2,478$77.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Halbert Hargrove Global Advisors, LLC
2,400$75.0K0.0%ETFLowLong Beach, CA2026-10-16
Main Street Group, LTD
2,315$72.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Lanark Financial, Inc.
2,225$69.6K0.0%CoreMediumBirmingham, AL2026-10-26
Wilkerson Advisory Group LLC
2,198$68.7K0.0%ETFMediumColumbia, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
2,177$68.1K0.0%GARPLowMansfield, OH2026-10-27
DiNuzzo Private Wealth, Inc.
2,135$66.8K0.0%ETFLowBeaver, PA2026-10-16
Compagnie Lombard Odier SCmA
2,000$64.8K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
US Bancorp \de\
1,809$56.6K0.0%IndexLowMinneapolis, MN2026-11-05
Chilton Capital Management LLC
1,701$53.2K0.0%GrowthMediumHouston, TX2026-10-28
Assetmark, Inc
1,609$50.3K0.0%ETFLowConcord, CA2026-10-21
Tradewinds Capital Management, LLC
1,606$50.2K0.0%ETFVery HighBellingham, WA2026-10-23
Concord Wealth Partners
1,600$50.0K0.0%GrowthLowAbingdon, VA2026-11-02
Financial Management Professionals, Inc.
1,550$48.5K0.0%ETFMediumAustin, TX2026-10-23
Strategic Advocates LLC
1,444$45.2K0.2%GrowthLowSacramento, CA2026-11-03
Eastern Bank
1,434$44.8K0.0%GrowthMediumBoston, MA2026-10-05
Spire Wealth Management
1,377$43.1K0.0%GrowthMediumMclean, VA2026-10-30
Oakworth Capital, Inc.
1,338$41.8K0.0%ETFLowBirmingham, AL2026-10-26
Highline Wealth Partners LLC
1,293$40.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Creative Financial Designs Inc
1,225$38.3K0.0%ETFMediumKokomo, IN2026-11-04
Center for Financial Planning, Inc.
1,150$36.0K0.0%ETFLowSouthfied, MI2026-10-26
Gen-Wealth Partners Inc
1,037$32.4K0.0%CoreLowZeeland, MI2026-11-04
Citigroup Inc
1,013$31.7K0.0%CoreMediumNew York, NY2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,008$31.5K0.0%GrowthVery LowBoston, MA2026-10-23
Manchester Capital Management LLC
1,000$31.3K0.0%CoreLowManchester, VT2026-10-22
Gables Capital Management Inc.
1,000$31.3K0.0%GrowthVery LowMiami, FL2026-11-04
Toth Financial Advisory Corp
903$28.2K0.0%CoreLowLeesburg, VA2026-10-08
Mather Group, Llc.
897$28.0K0.0%ETFMediumChicago, IL2026-10-14
Jnba Financial Advisors
883$27.6K0.0%ETFMediumBloomington, MN2026-11-03
Balance Wealth Partners LLC
864$27.0K0.0%ETFMediumWorthington, OH2026-10-27
Bank of New Hampshire
800$25.0K0.0%CoreLowLaconia, NH2026-10-06
Bank & Trust Co
736$23.0K0.0%ValueVery LowLitchfield, IL2026-10-07
Costello Asset Management, Inc
600$18.8K0.0%CoreLowFeasterville, PA2026-10-30
Trust Co
599$18.7K0.0%ETFVery LowManhattan, KS2026-10-09
Evolution Wealth Management Inc.
572$17.9K0.0%ETFMediumFort Myers, FL2026-10-28
Roxbury Financial LLC
544$17.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Asset Dedication, LLC
500$15.6K0.0%ETFLowSan Francisco, CA2026-11-03
Pacifica Partners Inc.
500$15.6K0.0%CoreLowSurrey, South Africa2026-10-09
McCarley & Cook Financial Planners
500$15.6K0.0%ETFLowCincinnati, OH2026-10-21
Laurel Wealth Advisors LLC
441$13.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Intelligent Financial Strategies
353$11.0K0.0%ETFVery LowExcelsior, MN2026-10-16
Parkside Financial Bank & Trust
350$10.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Carnegie Lake Advisors LLC
310$319.0K0.1%ValueLowPrinceton, NJ2026-11-03
Markowski Investments
300$9.4K0.0%ETFN/ATampa, FL2026-10-30
Financial Consulate, Inc
287$9.0K0.0%ETFLowHunt Valley, MD2026-10-23
Physician Wealth Advisors, Inc.
287$9.0K0.0%ETFMediumMidvale, UT2026-10-20
Contravisory Investment Management, Inc.
264$8.3K0.0%MomentumHighNorwell, MA2026-10-13
Birchbrook, Inc.
252$7.9K0.0%ETFLowBangor, ME2026-10-14
Bfsg, LLC
250$7.8K0.0%CoreLowIrvine, CA2026-10-30
Abound Wealth Management
200$6.3K0.0%ETFVery LowFranklin, TN2026-10-26
Blue Bell Private Wealth Management, LLC
192$6.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
DecisionPoint Financial, LLC
139$4.4K0.0%ETFVery LowMesa, AZ2026-10-27
Morton Brown Family Wealth, LLC
116$3.6K0.0%ETFVery LowAllentown, PA2026-10-23
American Capital Advisory, LLC
74$2.3K0.0%ETFLowKetchum, ID2026-10-28
Strengthening Families & Communities, LLC
70$2.2K0.0%CoreMediumBoston, MA2026-10-21
Triumph Capital Management
50$1.6K0.0%ETFMediumDenver, CO2026-10-14
MH & Associates Securities Management Corp
50$9990.0%YieldLowCarlsbad, CA2026-10-30