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Sprott Physical Silver Trust (PSLV/U)

CUSIP: 85207K107 | CN | 1061 institutional holders

Quarters

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

Imc-Chicago, LLC11,276,871
0.0% of portfolio›$218.4M
Alps Advisors Inc6,400,186
0.6% of portfolio›$124.0M
Capital Wealth Alliance, LLC2,223,293
18.8% of portfolio›$43.1M
Kestra Advisory Services, LLC1,644,205
0.1% of portfolio›$31.8M
Cambridge Investment Research Advisors, Inc.1,643,663
0.0% of portfolio›$31.8K
Prospera Financial Services Inc1,385,664
0.3% of portfolio›$22.2M
Wealthcare Capital Management LLC1,036,116
2.2% of portfolio›$20.1M
Cyndeo Wealth Partners, LLC783,096
0.7% of portfolio›$15.2M
Wealth Enhancement Advisory Services, LLC702,890
0.0% of portfolio›$13.6M
Integrity Alliance, Llc.700,811
0.4% of portfolio›$13.6M
Asset One Wealth Management LLC693,298
1.2% of portfolio›$13.4M
Brookstone Capital Management644,490
0.1% of portfolio›$12.5M
Abacus Planning Group, Inc.565,265
1.3% of portfolio›$10.9M
International Assets Investment Management, LLC484,946
0.6% of portfolio›$9.5M
Accordant Advisory Group Inc466,379
5.7% of portfolio›$9.0M
Hurley Capital, LLC466,160
4.4% of portfolio›$9.0M
RIA Advisory Group LLC459,408
2.5% of portfolio›$8.9M
Pacific Sage Partners, LLC457,505
1.1% of portfolio›$8.9M
Pekin Hardy Strauss, Inc.416,439
0.7% of portfolio›$8.1M
Evergreen Capital Management LLC410,589
0.1% of portfolio›$8.0M
Grand Central Investment Group400,792
6.0% of portfolio›$7.8M
Carota Wealth Management393,151
6.5% of portfolio›$7.6M
Forest Hill Capital, LLC388,000
5.3% of portfolio›$7.5M
Commonwealth Equity Services, LLC385,091
0.0% of portfolio›$7.5M
TD Waterhouse Canada Inc.370,591
0.0% of portfolio›$7.2M
Apella Capital, LLC356,341
0.1% of portfolio›$6.9M
Central Trust Co315,063
0.1% of portfolio›$6.1M
Parsons Capital Management Inc296,823
0.3% of portfolio›$5.7M
J.W. Cole Advisors, Inc.291,050
0.1% of portfolio›$5.6M
Euro Pacific Asset Management, LLC279,191
0.5% of portfolio›$5.4M
New Harbor Financial Group, LLC262,659
0.8% of portfolio›$5.1M
Hohimer Wealth Management, LLC257,112
0.5% of portfolio›$5.0M
Walser Wealth Management Company, A Ltd Liability Co234,754
1.8% of portfolio›$4.5M
TMB Capital Partners, LLC218,914
1.3% of portfolio›$4.2M
Wealthcare Advisory Partners LLC205,518
0.1% of portfolio›$4.0M
D.A. Davidson & Co.198,859
0.0% of portfolio›$3.9M
Alpha Advisors, LLC195,819
2.8% of portfolio›$3.8M
EverSource Wealth Advisors, LLC194,775
0.1% of portfolio›$3.8M
Rossby Financial, LCC194,160
0.6% of portfolio›$3.8M
SeaCrest Wealth Management, LLC192,015
0.4% of portfolio›$3.7M
Mirae Asset Global Investments Co., Ltd.182,625
0.0% of portfolio›$3.5M
Abbington Investment Group171,233
2.1% of portfolio›$3.3M
Simplicity Wealth,LLC149,362
0.1% of portfolio›$2.9M
Discipline Wealth Solutions, LLC140,899
0.2% of portfolio›$2.7M
October Effect Ltd140,670
2.8% of portfolio›$2.7M
HUB Investment Partners, LLC139,080
0.0% of portfolio›$2.7M
Gradient Investments LLC139,067
0.0% of portfolio›$2.7M
Pettinga Financial Advisors LLC138,585
0.4% of portfolio›$2.7M
Smart Wealth LLC135,295
0.5% of portfolio›$2.6M
Lincoln Capital Corp130,850
0.8% of portfolio›$2.5M
WIT Partners Advisory Pte. Ltd.120,045
2.8% of portfolio›$2.3M
Compound Planning, Inc.118,980
0.1% of portfolio›$2.3M
Columbia Advisory Partners LLC106,945
1.1% of portfolio›$2.1M
Larson Financial Group LLC105,337
0.0% of portfolio›$2.0M
American Capital Advisory, LLC103,657
0.7% of portfolio›$2.0M
Beaumont Financial Advisors, LLC101,350
0.1% of portfolio›$2.0M
Beam Wealth Advisors, Inc.100,014
0.4% of portfolio›$1.9M
Beutel, Goodman & Co Ltd.92,500
0.0% of portfolio›$1.8K
Cypress Wealth Services, LLC90,796
0.2% of portfolio›$1.8M
Sicart Associates LLC89,698
0.4% of portfolio›$1.7M
Cobblestone Asset Management LLC86,275
0.7% of portfolio›$1.7M
Arnhold LLC85,000
0.1% of portfolio›$1.6M
Flynn Zito Capital Management, LLC80,179
0.4% of portfolio›$1.6M
Global Strategic Management Inc75,700
0.0% of portfolio›$1.5K
North Star Investment Management Corp.73,910
0.1% of portfolio›$1.4M
Keybank National Association73,478
0.0% of portfolio›$1.4M
Wakefield Asset Management Lllp72,822
0.3% of portfolio›$1.4M
Virginia Estate & Retirement Planning Advisors Inc.66,520
1.6% of portfolio›$1.3M
G&S Capital LLC64,505
0.4% of portfolio›$1.2M
StoneX Group Inc.64,154
0.0% of portfolio›$1.2M
Blueprint Investment Partners LLC63,560
0.1% of portfolio›$1.2M
Blueprint Financial Advisors LLC63,427
0.1% of portfolio›$1.2M
Greenfield Seitz Capital Management, LLC62,754
0.4% of portfolio›$1.2M
Creative Planning62,190
0.0% of portfolio›$1.2M
Oppenheimer & Co Inc59,315
0.0% of portfolio›$1.1M
Alliance Wealth Advisors, LLC58,008
0.2% of portfolio›$1.1M
Jamison Private Wealth Management, Inc.57,590
0.1% of portfolio›$1.1M
PKS Advisory Services, LLC55,238
0.2% of portfolio›$1.0M
Farther Finance Advisors, LLC52,184
0.0% of portfolio›$1.0M
Mraz, Amerine & Associates, Inc.51,774
0.2% of portfolio›$1.0M
Islay Capital Management, LLC51,124
0.5% of portfolio›$990.3K
Independent Financial Group, LLC49,384
0.0% of portfolio›$956.6K
Destiny Wealth Partners, LLC45,452
0.1% of portfolio›$739.5K
Evanson Financial, LLC45,304
0.0% of portfolio›$877.5K
Providence Wealth Advisors, LLC44,048
0.5% of portfolio›$861.1K
Heritage Wealth Management, Inc.43,605
0.2% of portfolio›$844.6K
Baker Tilly Wealth Management, LLC43,227
0.2% of portfolio›$837.3K
Sowell Financial Services LLC38,220
0.0% of portfolio›$740.3K
Black Diamond Financial, LLC38,137
0.1% of portfolio›$738.7K
180 Wealth Advisors, LLC37,470
0.1% of portfolio›$725.8K
TrustWell Financial Advisors, LLC36,842
0.6% of portfolio›$713.6K
Veracity Capital LLC36,590
0.2% of portfolio›$708.7K
Ignite Planners, LLC36,419
0.1% of portfolio›$705.4K
Beacon Financial Group36,065
0.1% of portfolio›$698.6K
ADE, LLC35,372
0.3% of portfolio›$685.2K
Convergence Financial, LLC34,737
0.1% of portfolio›$672.9K
Apollon Wealth Management, LLC34,265
0.0% of portfolio›$663.7K
Dagco, Inc.34,252
0.1% of portfolio›$663.5K
Surience Private Wealth LLC34,140
0.6% of portfolio›$661.3K
Total Investment Management Inc33,925
0.1% of portfolio›$657.1K
Latitude Advisors, LLC33,899
0.2% of portfolio›$656.6K
Founders Financial Securities LLC33,006
0.0% of portfolio›$639.3K
Castleview Partners, LLC31,710
0.3% of portfolio›$614.2K
Foster Dykema Cabot & Partners, LLC31,120
0.0% of portfolio›$602.8K
Matauro, LLC30,598
0.1% of portfolio›$592.7K
Synergy Asset Management, LLC30,056
0.1% of portfolio›$582.2K
Guild Investment Management, Inc.30,020
0.4% of portfolio›$581.5K
Investors Asset Management of Georgia Inc30,000
0.2% of portfolio›$581.1K
O'Brien Greene & Co. Inc29,688
0.2% of portfolio›$575.1K
Vise Technologies, Inc.29,518
0.0% of portfolio›$571.8K
Hiley Hunt Wealth Management29,408
0.2% of portfolio›$569.6K
Csenge Advisory Group28,717
0.0% of portfolio›$556.3K
Outlook Wealth Advisors, LLC27,826
0.1% of portfolio›$539.0K
Capital City Trust Co27,320
0.1% of portfolio›$529.2K
Wedbush Securities Inc27,099
0.0% of portfolio›$525
LexAurum Advisors, LLC26,758
0.1% of portfolio›$518.3K
Breakwater Capital Group26,050
0.1% of portfolio›$504.6K
Insight Inv LLC25,750
0.2% of portfolio›$498.8K
Private Client Services, LLC24,647
0.1% of portfolio›$477.4K
Chicago Capital, LLC24,000
0.0% of portfolio›$464.9K
Founders Grove Wealth Partners, LLC23,875
0.1% of portfolio›$462.5K
Apollon Financial, LLC23,633
0.1% of portfolio›$457.8K
Quadrant Private Wealth Management, LLC23,606
0.1% of portfolio›$457.2K
Seros Financial, LLC23,209
0.2% of portfolio›$449.6K
Northwest Wealth Management, LLC23,087
0.1% of portfolio›$447.2K
IPG Investment Advisors LLC22,390
0.1% of portfolio›$433.7K
Nadler Financial Group, Inc.22,272
0.0% of portfolio›$431.4K
Bill Few Associates, Inc.22,150
0.1% of portfolio›$429.0K
Arlington Trust Co LLC21,101
0.0% of portfolio›$408.7K
ARS Wealth Advisors Group, LLC20,600
0.0% of portfolio›$399.0K
Atria Investments, Inc18,514
0.0% of portfolio›$358.6K
Meixler Investment Management, Ltd.18,270
0.2% of portfolio›$353.9K
Bank of New York Mellon Corp17,941
0.0% of portfolio›$347.5K
Park Avenue Securities LLC17,801
0.0% of portfolio›$345
Nations Financial Group Inc,17,300
0.0% of portfolio›$335.1K
NovaPoint Capital, LLC17,119
0.1% of portfolio›$331.6K
Flagship Harbor Advisors, LLC16,837
0.0% of portfolio›$326.1K
B. Riley Wealth Advisors, Inc.16,675
0.0% of portfolio›$323.0K
Focus Financial Network, Inc.16,663
0.0% of portfolio›$322.8K
O'Domhnaill Enterprises, Inc.16,110
0.2% of portfolio›$312.1K
Caliber Wealth Management, LLC / KS16,100
0.0% of portfolio›$311.9K
Mendota Financial Group, LLC16,000
0.2% of portfolio›$309.9K
Mission Financial Group, LLC15,950
0.2% of portfolio›$309.0K
Koshinski Asset Management, Inc.15,731
0.0% of portfolio›$304.7K
Compass Financial Management LLC15,485
0.0% of portfolio›$299.9K
Certuity, LLC15,248
0.0% of portfolio›$295.4K
Novem Group15,225
0.0% of portfolio›$294.9K
MGO One Seven LLC14,728
0.0% of portfolio›$285.3K
Salomon & Ludwin, LLC14,727
0.0% of portfolio›$285.3K
Robinson Value Management, Ltd.14,696
0.2% of portfolio›$284.7K
E&G Advisors, LLC14,500
0.1% of portfolio›$280.9K
Thrivent Financial for Lutherans14,384
0.0% of portfolio›$282
Badgley Phelps Wealth Managers, LLC14,217
0.0% of portfolio›$275.4K
First Merchants Corp14,035
0.0% of portfolio›$271.9K
CoreCap Advisors, LLC14,032
0.0% of portfolio›$271.8K
Allen Capital Group, LLC13,842
0.0% of portfolio›$268.1K
Levin Capital Strategies, L.P.13,523
0.0% of portfolio›$261.9K
Concurrent Investment Advisors, LLC13,424
0.0% of portfolio›$260.0K
Professional Advisory Services Inc13,280
0.0% of portfolio›$257
PFG Advisors13,218
0.0% of portfolio›$256.0K
LVW Advisors, LLC13,056
0.0% of portfolio›$252.9K
Krilogy Financial LLC13,040
0.0% of portfolio›$257.4K
Total Wealth Planning & Management, Inc.12,733
0.2% of portfolio›$246.6K
Global View Capital Management LLC12,673
0.1% of portfolio›$245.5K
Main Street Group, LTD12,550
0.1% of portfolio›$243.1K
Crown Wealth Group, LLC12,538
0.1% of portfolio›$242.9K
AlphaStar Capital Management, LLC12,318
0.0% of portfolio›$238.6K
Leslie Global Wealth, LLC12,060
0.1% of portfolio›$233.6K
Kingswood Wealth Advisors, LLC12,035
0.0% of portfolio›$233.1K
Sendero Wealth Management, LLC12,000
0.0% of portfolio›$232.4K
Tcfg Investment Advisors, LLC11,955
0.1% of portfolio›$231.6K
Crane Advisory, LLC11,950
0.0% of portfolio›$236.4K
J. Safra Sarasin Holding AG11,930
0.0% of portfolio›$231.1K
Bank Pictet & Cie (Europe) AG11,449
0.0% of portfolio›$221.8K
LifeWealth Investments, LLC11,446
0.1% of portfolio›$221.7K
Acorn Wealth Advisors, LLC11,320
0.1% of portfolio›$219.3K
Diligent Investors, LLC11,200
0.0% of portfolio›$216.9K
Almanack Investment Partners, Llc.11,125
0.0% of portfolio›$215.5K
HT Partners LLC10,541
0.1% of portfolio›$204.2K
Total Clarity Wealth Management, Inc.10,255
0.0% of portfolio›$198.6K
Cambridge Advisors Inc.10,247
0.0% of portfolio›$198.5K
Welch Group, LLC10,173
0.0% of portfolio›$197.1K
St. Louis Financial Planners Asset Management, LLC10,010
0.1% of portfolio›$206.8K
Wilkerson Advisory Group LLC9,838
0.1% of portfolio›$190.6K
CX Institutional7,461
0.0% of portfolio›$145
Activest Wealth Management7,042
0.0% of portfolio›$136.4K
Creative Financial Designs Inc6,000
0.0% of portfolio›$116.2K
Blue Trust, Inc.5,890
0.0% of portfolio›$114.1K
Community Financial Services Group, LLC5,325
0.0% of portfolio›$104.4K
IFP Advisors, Inc5,093
0.0% of portfolio›$98.7K
Peoples Financial Services Corp.5,000
0.0% of portfolio›$96.8K
City State Bank5,000
0.0% of portfolio›$96.9K
Guardian Partners Inc.4,750
0.0% of portfolio›$91.2K
Cherry Tree Wealth Management, LLC4,158
0.0% of portfolio›$80.5K
Spire Wealth Management4,080
0.0% of portfolio›$79.0K
Halbert Hargrove Global Advisors, LLC3,700
0.0% of portfolio›$71.7K
Signaturefd, LLC3,652
0.0% of portfolio›$70.7K
US Bancorp \de\3,563
0.0% of portfolio›$69.0K
LFA - Lugano Financial Advisors SA3,547
0.0% of portfolio›$68.7K
Highline Wealth Partners LLC3,140
0.0% of portfolio›$60.8K
Root Financial Partners, LLC3,105
0.0% of portfolio›$60.1K
Bulwark Capital Corp2,930
0.0% of portfolio›$56.8K
Costello Asset Management, Inc2,800
0.0% of portfolio›$54.2K
Barnes Dennig Private Wealth Management LLC2,780
0.0% of portfolio›$53.8K
Ascentis Independent Advisors2,723
0.0% of portfolio›$52.7K
Redwood Park Advisors LLC2,712
0.0% of portfolio›$52.5K
Princeton Global Asset Management LLC2,500
0.0% of portfolio›$48.4K
Concord Wealth Partners2,500
0.0% of portfolio›$48.4K
Hara Capital LLC2,225
0.0% of portfolio›$43.1K
Trust Co of Vermont2,059
0.0% of portfolio›$39.9K
Pinnacle Wealth Planning Services, Inc.2,005
0.0% of portfolio›$38.8K
Compagnie Lombard Odier SCmA2,000
0.0% of portfolio›$41.2K
Key FInancial Inc1,879
0.0% of portfolio›$36.4K
Parallel Advisors, LLC1,695
0.0% of portfolio›$32.8K
Private Trust Co NA1,679
0.0% of portfolio›$32.5K
Ascentis Wealth Management, LLC1,633
0.0% of portfolio›$31.6K
Contravisory Investment Management, Inc.1,629
0.0% of portfolio›$31.6K
Jacobi Capital Management LLC1,619
0.0% of portfolio›$31.4K
Lanark Financial, Inc.1,600
0.0% of portfolio›$31.0K
Laurel Wealth Advisors LLC1,500
0.0% of portfolio›$29.1K
Bank & Trust Co1,500
0.0% of portfolio›$29.1K
Hilltop National Bank1,250
0.0% of portfolio›$24.2K
Westside Investment Management, Inc.1,150
0.0% of portfolio›$22.3K
First Pacific Financial1,112
0.0% of portfolio›$21.5K
Tradewinds Capital Management, LLC930
0.0% of portfolio›$18.0K
Carnegie Lake Advisors LLC855
0.2% of portfolio›$616.5K
Parkside Financial Bank & Trust750
0.0% of portfolio›$14.5K
Mather Group, Llc.687
0.0% of portfolio›$13.3K
Cassaday & Co Wealth Management LLC652
0.0% of portfolio›$12.6K
Plante Moran Financial Advisors, LLC643
0.0% of portfolio›$12.5K
Gen-Wealth Partners Inc640
0.0% of portfolio›$12.4K
Financial Management Professionals, Inc.625
0.0% of portfolio›$12.1K
Physician Wealth Advisors, Inc.572
0.0% of portfolio›$11.1K
McCarley & Cook Financial Planners500
0.0% of portfolio›$9.7K
Lodestone Wealth Management LLC500
0.0% of portfolio›$9.7K
Meriwether Wealth & Planning, LLC442
0.0% of portfolio›$8.6K
Transce3nd, LLC395
0.0% of portfolio›$7.4K
Buck Wealth Strategies, LLC339
0.0% of portfolio›$6.6K
Blue Bell Private Wealth Management, LLC300
0.0% of portfolio›$5.8K
Investors Research Corp288
0.0% of portfolio›$5.6K
Bfsg, LLC240
0.0% of portfolio›$4.6K
Chung Wu Investment Group, LLC200
0.0% of portfolio›$3.9K
Toth Financial Advisory Corp170
0.0% of portfolio›$3.3K
New England Capital Financial Advisors LLC125
0.0% of portfolio›$2.4K
MH & Associates Securities Management Corp100
0.0% of portfolio›$1.3K
Assetmark, Inc82
0.0% of portfolio›$1.6K
Markowski Investments77
0.0% of portfolio›$1.5K
Reap Financial Group, LLC60
0.0% of portfolio›$1.2K
Triumph Capital Management50
0.0% of portfolio›$968
Evolution Wealth Management Inc.30
0.0% of portfolio›$581
Cedar Mountain Advisors, LLC22
0.0% of portfolio›$426
William Mack & Associates, Inc.20
0.0% of portfolio›$388
Asset Dedication, LLC17
0.0% of portfolio›$330
Trust Co2
0.0% of portfolio›$39
StyleTurnoverLocationFiled
Imc-Chicago, LLC
11,276,871$218.4M0.0%GARPVery HighChicago, IL2026-11-05
Alps Advisors Inc
6,400,186$124.0M0.6%YieldLowDenver, CO2026-11-03
Capital Wealth Alliance, LLC
2,223,293$43.1M18.8%CoreLowScottsdale, AZ2026-10-20
Kestra Advisory Services, LLC
1,644,205$31.8M0.1%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
1,643,663$31.8K0.0%ETFLowFairfield, IA2026-11-02
Prospera Financial Services Inc
1,385,664$22.2M0.3%CoreMediumDallas, TX2026-11-04
Wealthcare Capital Management LLC
1,036,116$20.1M2.2%ETFVery LowRichmond, VA2026-10-21
Cyndeo Wealth Partners, LLC
783,096$15.2M0.7%CoreMediumSt. Petersburg, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
702,890$13.6M0.0%CoreLowPlymouth, MN2026-10-13
Integrity Alliance, Llc.
700,811$13.6M0.4%ETFMediumUrbandale, IA2026-10-29
Asset One Wealth Management LLC
693,298$13.4M1.2%GrowthLowBellevue, WA2026-11-02
Brookstone Capital Management
644,490$12.5M0.1%ETFMediumWheaton, IL2026-10-22
Abacus Planning Group, Inc.
565,265$10.9M1.3%ETFLowColumbia, SC2026-11-02
International Assets Investment Management, LLC
484,946$9.5M0.6%CoreVery HighOrlando, FL2026-11-02
Accordant Advisory Group Inc
466,379$9.0M5.7%ValueMediumAnnapolis, MD2026-10-29
Hurley Capital, LLC
466,160$9.0M4.4%GARPMediumNew York, NY2026-11-05
RIA Advisory Group LLC
459,408$8.9M2.5%ETFHighSioux Falls, SD2026-10-15
Pacific Sage Partners, LLC
457,505$8.9M1.1%ETFLowEdmonds, WA2026-10-21
Pekin Hardy Strauss, Inc.
416,439$8.1M0.7%ValueMediumChicago, IL2026-11-02
Evergreen Capital Management LLC
410,589$8.0M0.1%GARPMediumBellevue, WA2026-10-23
Grand Central Investment Group
400,792$7.8M6.0%GARPLowTampa, FL2026-11-02
Carota Wealth Management
393,151$7.6M6.5%CoreHighThompsons Station, TN2026-11-03
Forest Hill Capital, LLC
388,000$7.5M5.3%GrowthLowLittle Rock, AR2026-11-05
Commonwealth Equity Services, LLC
385,091$7.5M0.0%ETFLowWaltham, MA2026-11-02
TD Waterhouse Canada Inc.
370,591$7.2M0.0%CoreLowToronto, Australia2026-10-16
Apella Capital, LLC
356,341$6.9M0.1%ETFVery LowWest Hartford, CT2026-10-08
Central Trust Co
315,063$6.1M0.1%CoreLowJefferson City, MO2026-11-05
Parsons Capital Management Inc
296,823$5.7M0.3%CoreLowProvidence, RI2026-10-28
J.W. Cole Advisors, Inc.
291,050$5.6M0.1%IndexLowTampa, FL2026-11-05
Euro Pacific Asset Management, LLC
279,191$5.4M0.5%GARPLowDorado, PR2026-11-03
New Harbor Financial Group, LLC
262,659$5.1M0.8%ETFMediumWorcester, MA2026-10-22
Hohimer Wealth Management, LLC
257,112$5.0M0.5%CoreHighSeattle, WA2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
234,754$4.5M1.8%GrowthHighTampa, FL2026-10-15
TMB Capital Partners, LLC
218,914$4.2M1.3%MomentumMediumLittle Rock, AR2026-10-20
Wealthcare Advisory Partners LLC
205,518$4.0M0.1%ETFLowWest Chester, PA2026-10-21
D.A. Davidson & Co.
198,859$3.9M0.0%CoreLowGreat Falls, MT2026-10-28
Alpha Advisors, LLC
195,819$3.8M2.8%ETFMediumRichmond, VA2026-10-19
EverSource Wealth Advisors, LLC
194,775$3.8M0.1%CoreMediumBirmingham, AL2026-11-04
Rossby Financial, LCC
194,160$3.8M0.6%ETFMediumMelbourne, FL2026-11-05
SeaCrest Wealth Management, LLC
192,015$3.7M0.4%GrowthLowPurchase, NY2026-10-21
Mirae Asset Global Investments Co., Ltd.
182,625$3.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Abbington Investment Group
171,233$3.3M2.1%YieldMediumWestport, CT2026-11-03
Simplicity Wealth,LLC
149,362$2.9M0.1%ETFLowSummit, NJ2026-10-23
Discipline Wealth Solutions, LLC
140,899$2.7M0.2%ETFLowGreenville, SC2026-10-14
October Effect Ltd
140,670$2.7M2.8%GrowthHighVirginia Beach, VA2026-10-20
HUB Investment Partners, LLC
139,080$2.7M0.0%GrowthLowAustin, TX2026-11-03
Gradient Investments LLC
139,067$2.7M0.0%CoreMediumArden Hills, MN2026-10-08
Pettinga Financial Advisors LLC
138,585$2.7M0.4%ETFMediumEvansville, IN2026-10-13
Smart Wealth LLC
135,295$2.6M0.5%ETFHighOmaha, NE2026-11-04
Lincoln Capital Corp
130,850$2.5M0.8%ETFMediumEast Greenwich, RI2026-10-13
WIT Partners Advisory Pte. Ltd.
120,045$2.3M2.8%Deep ValueLowSingapore, Turkey2026-10-16
Compound Planning, Inc.
118,980$2.3M0.1%CoreLowNew York, NY2026-11-05
Columbia Advisory Partners LLC
106,945$2.1M1.1%ETFMediumSpokane, WA2026-10-15
Larson Financial Group LLC
105,337$2.0M0.0%GrowthLowSt Louis, MO2026-11-05
American Capital Advisory, LLC
103,657$2.0M0.7%ETFLowKetchum, ID2026-10-28
Beaumont Financial Advisors, LLC
101,350$2.0M0.1%GrowthMediumNeedham, MA2026-10-22
Beam Wealth Advisors, Inc.
100,014$1.9M0.4%ETFMediumCovington, LA2026-11-03
Beutel, Goodman & Co Ltd.
92,500$1.8K0.0%ValueMediumToronto, Australia2026-11-04
Cypress Wealth Services, LLC
90,796$1.8M0.2%ETFLowPalm Desert, CA2026-10-21
Sicart Associates LLC
89,698$1.7M0.4%CoreLowNew York, NY2026-10-29
Cobblestone Asset Management LLC
86,275$1.7M0.7%ETFMediumRichmond, VA2026-10-13
Arnhold LLC
85,000$1.6M0.1%GARPLowNew York, NY2026-10-26
Flynn Zito Capital Management, LLC
80,179$1.6M0.4%ETFLowGarden City, NY2026-11-04
Global Strategic Management Inc
75,700$1.5K0.0%GARPLowSan Juan, PR2026-10-16
North Star Investment Management Corp.
73,910$1.4M0.1%CoreLowChicago, IL2026-10-27
Keybank National Association
73,478$1.4M0.0%CoreLowBrooklyn, OH2026-11-04
Wakefield Asset Management Lllp
72,822$1.4M0.3%ValueMediumEnglewood, CO2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
66,520$1.3M1.6%ETFLowGlen Allen, VA2026-10-14
G&S Capital LLC
64,505$1.2M0.4%CoreMediumDenver, CO2026-10-23
StoneX Group Inc.
64,154$1.2M0.0%ETFMediumNew York, NY2026-11-03
Blueprint Investment Partners LLC
63,560$1.2M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
63,427$1.2M0.1%GARPMediumGreensboto, NC2026-10-28
Greenfield Seitz Capital Management, LLC
62,754$1.2M0.4%GARPLowDallas, TX2026-10-29
Creative Planning
62,190$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Co Inc
59,315$1.1M0.0%CoreLowNew York, NY2026-10-26
Alliance Wealth Advisors, LLC
58,008$1.1M0.2%ETFHighCenterville, UT2026-10-28
Jamison Private Wealth Management, Inc.
57,590$1.1M0.1%GrowthVery LowMilton, GA2026-10-14
PKS Advisory Services, LLC
55,238$1.0M0.2%ETFMediumAlbany, NY2026-10-26
Farther Finance Advisors, LLC
52,184$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Mraz, Amerine & Associates, Inc.
51,774$1.0M0.2%Deep ValueLowModesto, CA2026-10-30
Islay Capital Management, LLC
51,124$990.3K0.5%ETFMediumLubbock, TX2026-10-20
Independent Financial Group, LLC
49,384$956.6K0.0%GrowthLowSan Diego, CA2026-10-13
Destiny Wealth Partners, LLC
45,452$739.5K0.1%ETFMediumTavares, FL2026-11-05
Evanson Financial, LLC
45,304$877.5K0.0%ETFN/AMclean, VA2026-10-23
Providence Wealth Advisors, LLC
44,048$861.1K0.5%CoreLowFrankfort, IL2026-10-29
Heritage Wealth Management, Inc.
43,605$844.6K0.2%CoreLowCincinnati, OH2026-10-28
Baker Tilly Wealth Management, LLC
43,227$837.3K0.2%GrowthLowMadison, WI2026-10-05
Sowell Financial Services LLC
38,220$740.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Black Diamond Financial, LLC
38,137$738.7K0.1%ETFVery LowTowson, MD2026-10-26
180 Wealth Advisors, LLC
37,470$725.8K0.1%CoreLowFederal Way, WA2026-11-03
TrustWell Financial Advisors, LLC
36,842$713.6K0.6%ETFMediumJacksonville, FL2026-10-15
Veracity Capital LLC
36,590$708.7K0.2%GrowthLowAtlanta, GA2026-10-08
Ignite Planners, LLC
36,419$705.4K0.1%CoreLowSan Clemente, CA2026-10-14
Beacon Financial Group
36,065$698.6K0.1%ETFMediumDallas, TX2026-10-19
ADE, LLC
35,372$685.2K0.3%ETFLowBaltimore, MD2026-10-29
Convergence Financial, LLC
34,737$672.9K0.1%ETFMediumColumbia, MO2026-10-27
Apollon Wealth Management, LLC
34,265$663.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Dagco, Inc.
34,252$663.5K0.1%ETFVery LowWestlake, OH2026-10-20
Surience Private Wealth LLC
34,140$661.3K0.6%ETFVery HighYakima, WA2026-10-16
Total Investment Management Inc
33,925$657.1K0.1%ETFLowScottsdale, AZ2026-10-22
Latitude Advisors, LLC
33,899$656.6K0.2%ETFLowYorkville, IL2026-10-27
Founders Financial Securities LLC
33,006$639.3K0.0%ETFMediumTowson, MD2026-10-28
Castleview Partners, LLC
31,710$614.2K0.3%CoreMediumDallas, TX2026-10-09
Foster Dykema Cabot & Partners, LLC
31,120$602.8K0.0%GrowthLowWaltham, MA2026-10-30
Matauro, LLC
30,598$592.7K0.1%ETFLowNew York, NY2026-11-03
Synergy Asset Management, LLC
30,056$582.2K0.1%GrowthHighVancouver, WA2026-11-05
Guild Investment Management, Inc.
30,020$581.5K0.4%GARPMediumWestlake Village, CA2026-11-03
Investors Asset Management of Georgia Inc
30,000$581.1K0.2%GARPLowAtlanta, GA2026-10-20
O'Brien Greene & Co. Inc
29,688$575.1K0.2%CoreLowMedia, PA2026-11-05
Vise Technologies, Inc.
29,518$571.8K0.0%IndexLowNew York, NY2026-10-29
Hiley Hunt Wealth Management
29,408$569.6K0.2%ETFVery LowOmaha, NE2026-10-08
Csenge Advisory Group
28,717$556.3K0.0%ETFMediumClearwater, FL2026-11-04
Outlook Wealth Advisors, LLC
27,826$539.0K0.1%ETFMediumShenandoah, TX2026-10-28
Capital City Trust Co
27,320$529.2K0.1%CoreVery LowTallahassee, FL2026-10-22
Wedbush Securities Inc
27,099$5250.0%CoreLowPasadena, CA2026-10-22
LexAurum Advisors, LLC
26,758$518.3K0.1%ETFLowOverland Park, KS2026-10-19
Breakwater Capital Group
26,050$504.6K0.1%ETFLowParamus, NJ2026-10-09
Insight Inv LLC
25,750$498.8K0.2%CoreVery LowEl Segundo, CA2026-10-27
Private Client Services, LLC
24,647$477.4K0.1%ETFMediumLouisville, KY2026-10-02
Chicago Capital, LLC
24,000$464.9K0.0%GrowthLowChicago, IL2026-10-13
Founders Grove Wealth Partners, LLC
23,875$462.5K0.1%ETFLowRichmond, VA2026-10-16
Apollon Financial, LLC
23,633$457.8K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Quadrant Private Wealth Management, LLC
23,606$457.2K0.1%GrowthLowCenter Valley, PA2026-11-04
Seros Financial, LLC
23,209$449.6K0.2%ETFMediumGilbert, AZ2026-10-21
Northwest Wealth Management, LLC
23,087$447.2K0.1%ETFLowSpencer, IA2026-10-30
IPG Investment Advisors LLC
22,390$433.7K0.1%CoreMediumSan Diego, CA2026-10-30
Nadler Financial Group, Inc.
22,272$431.4K0.0%ETFVery LowDeerfield, IL2026-10-23
Bill Few Associates, Inc.
22,150$429.0K0.1%CoreVery LowSewickley, PA2026-10-09
Arlington Trust Co LLC
21,101$408.7K0.0%ETFMediumBirmingham, AL2026-10-20
ARS Wealth Advisors Group, LLC
20,600$399.0K0.0%CoreLowSt. Petersburg, FL2026-10-16
Atria Investments, Inc
18,514$358.6K0.0%CoreMediumCharlotte, NC2026-10-15
Meixler Investment Management, Ltd.
18,270$353.9K0.2%YieldMediumShow Low, AZ2026-11-03
Bank of New York Mellon Corp
17,941$347.5K0.0%CoreLowNew York, NY2026-11-05
Park Avenue Securities LLC
17,801$3450.0%ETFMediumNew York, NY2026-10-26
Nations Financial Group Inc,
17,300$335.1K0.0%CoreLowCedar Rapids, IA2026-11-05
NovaPoint Capital, LLC
17,119$331.6K0.1%CoreLowAtlanta, GA2026-10-22
Flagship Harbor Advisors, LLC
16,837$326.1K0.0%ETFMediumBoston, MA2026-10-26
B. Riley Wealth Advisors, Inc.
16,675$323.0K0.0%GrowthLowMemphis, TN2026-10-13
Focus Financial Network, Inc.
16,663$322.8K0.0%ETFLowMinneapolis, MN2026-10-14
O'Domhnaill Enterprises, Inc.
16,110$312.1K0.2%GrowthHighCody, WY2026-10-29
Caliber Wealth Management, LLC / KS
16,100$311.9K0.0%ETFLowOverland Park, KS2026-11-04
Mendota Financial Group, LLC
16,000$309.9K0.2%ETFLowMadison, WI2026-10-07
Mission Financial Group, LLC
15,950$309.0K0.2%ETFN/AHonolulu, HI2026-10-21
Koshinski Asset Management, Inc.
15,731$304.7K0.0%ETFLowDecatur, IL2026-10-29
Compass Financial Management LLC
15,485$299.9K0.0%CoreN/ATampa, FL2026-10-30
Certuity, LLC
15,248$295.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Novem Group
15,225$294.9K0.0%ETFMediumRochester, NY2026-10-19
MGO One Seven LLC
14,728$285.3K0.0%GrowthLowBeachwood, OH2026-10-28
Salomon & Ludwin, LLC
14,727$285.3K0.0%ETFVery LowRichmond, VA2026-10-29
Robinson Value Management, Ltd.
14,696$284.7K0.2%YieldHighSan Antonio, TX2026-10-20
E&G Advisors, LLC
14,500$280.9K0.1%ETFVery LowHouston, TX2026-10-13
Thrivent Financial for Lutherans
14,384$2820.0%GARPMediumMinneapolis, MN2026-11-05
Badgley Phelps Wealth Managers, LLC
14,217$275.4K0.0%GrowthVery LowSeattle, WA2026-10-22
First Merchants Corp
14,035$271.9K0.0%GrowthLowMuncie, IN2026-10-15
CoreCap Advisors, LLC
14,032$271.8K0.0%ETFMediumSouthfield, MI2026-10-08
Allen Capital Group, LLC
13,842$268.1K0.0%CoreLowGrand Island, NE2026-10-27
Levin Capital Strategies, L.P.
13,523$261.9K0.0%ValueMediumNew York, NY2026-11-02
Concurrent Investment Advisors, LLC
13,424$260.0K0.0%GrowthMediumTampa, FL2026-10-16
Professional Advisory Services Inc
13,280$2570.0%GARPMediumVero Beach, FL2026-10-08
PFG Advisors
13,218$256.0K0.0%ETFMediumPhoenix, AZ2026-10-16
LVW Advisors, LLC
13,056$252.9K0.0%CoreMediumPittsford, NY2026-10-19
Krilogy Financial LLC
13,040$257.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Total Wealth Planning & Management, Inc.
12,733$246.6K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Global View Capital Management LLC
12,673$245.5K0.1%ETFHighWaukesha, WI2026-10-28
Main Street Group, LTD
12,550$243.1K0.1%ETFMediumGlen Allen, VA2026-10-28
Crown Wealth Group, LLC
12,538$242.9K0.1%ETFMediumCharlotte, NC2026-10-19
AlphaStar Capital Management, LLC
12,318$238.6K0.0%ETFMediumCornelius, NC2026-10-16
Leslie Global Wealth, LLC
12,060$233.6K0.1%ETFLowItasca, IL2026-10-26
Kingswood Wealth Advisors, LLC
12,035$233.1K0.0%GrowthLowSan Diego, CA2026-10-23
Sendero Wealth Management, LLC
12,000$232.4K0.0%GARPLowSan Antonio, TX2026-10-14
Tcfg Investment Advisors, LLC
11,955$231.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Crane Advisory, LLC
11,950$236.4K0.0%ETFVery LowFullerton, CA2026-10-13
J. Safra Sarasin Holding AG
11,930$231.1K0.0%CoreMediumBasel, Switzerland2026-10-26
Bank Pictet & Cie (Europe) AG
11,449$221.8K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
LifeWealth Investments, LLC
11,446$221.7K0.1%ETFMediumWinter Garden, FL2026-10-21
Acorn Wealth Advisors, LLC
11,320$219.3K0.1%ETFLowGrand Blanc, MI2026-10-19
Diligent Investors, LLC
11,200$216.9K0.0%CoreLowRedlands, CA2026-10-21
Almanack Investment Partners, Llc.
11,125$215.5K0.0%ETFMediumNewtown Square, PA2026-11-03
HT Partners LLC
10,541$204.2K0.1%ETFVery LowCenterbrook, CT2026-10-20
Total Clarity Wealth Management, Inc.
10,255$198.6K0.0%ETFMediumSt. Charles, IL2026-10-26
Cambridge Advisors Inc.
10,247$198.5K0.0%ETFVery LowOmaha, NE2026-10-19
Welch Group, LLC
10,173$197.1K0.0%CoreVery LowBirmingham, AL2026-10-29
St. Louis Financial Planners Asset Management, LLC
10,010$206.8K0.1%GrowthVery HighChesterfield, MO2026-10-16
Wilkerson Advisory Group LLC
9,838$190.6K0.1%ETFMediumColumbia, MO2026-10-20
CX Institutional
7,461$1450.0%CoreMediumAuburn, IN2026-10-02
Activest Wealth Management
7,042$136.4K0.0%ETFLowAventura, FL2026-10-15
Creative Financial Designs Inc
6,000$116.2K0.0%ETFMediumKokomo, IN2026-11-04
Blue Trust, Inc.
5,890$114.1K0.0%ETFLowBrentwood, TN2026-10-15
Community Financial Services Group, LLC
5,325$104.4K0.0%GrowthLowNewport, VT2026-10-15
IFP Advisors, Inc
5,093$98.7K0.0%GrowthLowTampa, FL2026-10-16
Peoples Financial Services Corp.
5,000$96.8K0.0%CoreVery LowMoosic, PA2026-10-20
City State Bank
5,000$96.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Guardian Partners Inc.
4,750$91.2K0.0%ValueMediumToronto, South Africa2026-10-21
Cherry Tree Wealth Management, LLC
4,158$80.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Spire Wealth Management
4,080$79.0K0.0%GrowthMediumMclean, VA2026-10-30
Halbert Hargrove Global Advisors, LLC
3,700$71.7K0.0%ETFLowLong Beach, CA2026-10-16
Signaturefd, LLC
3,652$70.7K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
3,563$69.0K0.0%IndexLowMinneapolis, MN2026-11-05
LFA - Lugano Financial Advisors SA
3,547$68.7K0.0%ETFLowLugano, Switzerland2026-11-03
Highline Wealth Partners LLC
3,140$60.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
3,105$60.1K0.0%ETFMediumEncinitas, CA2026-10-21
Bulwark Capital Corp
2,930$56.8K0.0%ETFMediumFernandina Beach, FL2026-10-13
Costello Asset Management, Inc
2,800$54.2K0.0%CoreLowFeasterville, PA2026-10-30
Barnes Dennig Private Wealth Management LLC
2,780$53.8K0.0%CoreLowCincinnati, OH2026-10-30
Ascentis Independent Advisors
2,723$52.7K0.0%ETFLowDallas, TX2026-11-03
Redwood Park Advisors LLC
2,712$52.5K0.0%ETFVery LowRedwood City, CA2026-11-02
Princeton Global Asset Management LLC
2,500$48.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Concord Wealth Partners
2,500$48.4K0.0%GrowthLowAbingdon, VA2026-11-02
Hara Capital LLC
2,225$43.1K0.0%Deep ValueMediumBellevue, WA2026-10-30
Trust Co of Vermont
2,059$39.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pinnacle Wealth Planning Services, Inc.
2,005$38.8K0.0%GARPLowMansfield, OH2026-10-27
Compagnie Lombard Odier SCmA
2,000$41.2K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Key FInancial Inc
1,879$36.4K0.0%ETFLowWest Chester, PA2026-11-02
Parallel Advisors, LLC
1,695$32.8K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
1,679$32.5K0.0%CoreLowCleveland, OH2026-10-20
Ascentis Wealth Management, LLC
1,633$31.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Contravisory Investment Management, Inc.
1,629$31.6K0.0%MomentumHighNorwell, MA2026-10-13
Jacobi Capital Management LLC
1,619$31.4K0.0%CoreLowPittston, PA2026-11-05
Lanark Financial, Inc.
1,600$31.0K0.0%CoreMediumBirmingham, AL2026-10-26
Laurel Wealth Advisors LLC
1,500$29.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Bank & Trust Co
1,500$29.1K0.0%ValueVery LowLitchfield, IL2026-10-07
Hilltop National Bank
1,250$24.2K0.0%CoreLowCasper, WY2026-10-14
Westside Investment Management, Inc.
1,150$22.3K0.0%GrowthLowSanta Monica, CA2026-11-02
First Pacific Financial
1,112$21.5K0.0%ETFLowVancouver, WA2026-10-14
Tradewinds Capital Management, LLC
930$18.0K0.0%ETFVery HighBellingham, WA2026-10-23
Carnegie Lake Advisors LLC
855$616.5K0.2%ValueLowPrinceton, NJ2026-11-03
Parkside Financial Bank & Trust
750$14.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
687$13.3K0.0%ETFMediumChicago, IL2026-10-14
Cassaday & Co Wealth Management LLC
652$12.6K0.0%ETFVery LowMclean, VA2026-10-27
Plante Moran Financial Advisors, LLC
643$12.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Gen-Wealth Partners Inc
640$12.4K0.0%CoreLowZeeland, MI2026-11-04
Financial Management Professionals, Inc.
625$12.1K0.0%ETFMediumAustin, TX2026-10-23
Physician Wealth Advisors, Inc.
572$11.1K0.0%ETFMediumMidvale, UT2026-10-20
McCarley & Cook Financial Planners
500$9.7K0.0%ETFLowCincinnati, OH2026-10-21
Lodestone Wealth Management LLC
500$9.7K0.0%CoreLowSpokane, WA2026-10-14
Meriwether Wealth & Planning, LLC
442$8.6K0.0%ETFMediumMinden, LA2026-10-13
Transce3nd, LLC
395$7.4K0.0%GrowthLowBuda, TX2026-10-26
Buck Wealth Strategies, LLC
339$6.6K0.0%ValueMediumDenver, CO2026-10-28
Blue Bell Private Wealth Management, LLC
300$5.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Investors Research Corp
288$5.6K0.0%ETFLowAtlanta, GA2026-10-07
Bfsg, LLC
240$4.6K0.0%CoreLowIrvine, CA2026-10-30
Chung Wu Investment Group, LLC
200$3.9K0.0%GrowthMediumSugar Land, TX2026-11-03
Toth Financial Advisory Corp
170$3.3K0.0%CoreLowLeesburg, VA2026-10-08
New England Capital Financial Advisors LLC
125$2.4K0.0%ETFLowMeriden, CT2026-11-03
MH & Associates Securities Management Corp
100$1.3K0.0%YieldLowCarlsbad, CA2026-10-30
Assetmark, Inc
82$1.6K0.0%ETFLowConcord, CA2026-10-21
Markowski Investments
77$1.5K0.0%ETFN/ATampa, FL2026-10-30
Reap Financial Group, LLC
60$1.2K0.0%ETFLowAustin, TX2026-11-02
Triumph Capital Management
50$9680.0%ETFMediumDenver, CO2026-10-14
Evolution Wealth Management Inc.
30$5810.0%ETFMediumFort Myers, FL2026-10-28
Cedar Mountain Advisors, LLC
22$4260.0%ETFVery LowLake Oswego, OR2026-10-15
William Mack & Associates, Inc.
20$3880.0%ETFLowTroy, MI2026-10-27
Asset Dedication, LLC
17$3300.0%ETFLowSan Francisco, CA2026-11-03
Trust Co
2$390.0%ETFVery LowManhattan, KS2026-10-09