IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sprott Physical Gold and SIL (CEF/U)

CUSIP: 85208R101 | CN | 925 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Beaumont Financial Advisors, LLC562,378
1.5% of portfolio›$23.4M
Cambridge Investment Research Advisors, Inc.435,171
0.0% of portfolio›$18.1K
Evergreen Capital Management LLC369,761
0.3% of portfolio›$15.4M
Matauro, LLC329,346
1.7% of portfolio›$13.7M
New Harbor Financial Group, LLC325,296
2.0% of portfolio›$13.5M
Pacific Sage Partners, LLC281,171
1.5% of portfolio›$11.7M
Euro Pacific Asset Management, LLC251,817
0.9% of portfolio›$10.5M
Sapient Capital LLC237,789
0.1% of portfolio›$9.9M
Wealth Enhancement Advisory Services, LLC215,470
0.0% of portfolio›$8.8M
IFP Advisors, Inc202,948
0.1% of portfolio›$8.4M
TD Waterhouse Canada Inc.197,167
0.0% of portfolio›$8.2M
Concurrent Investment Advisors, LLC196,670
0.1% of portfolio›$8.2M
Kestra Advisory Services, LLC195,732
0.0% of portfolio›$8.1M
Brookstone Capital Management191,213
0.1% of portfolio›$7.9M
TrustWell Financial Advisors, LLC179,425
6.3% of portfolio›$7.5M
Pekin Hardy Strauss, Inc.171,592
0.6% of portfolio›$7.1M
Commonwealth Equity Services, LLC161,312
0.0% of portfolio›$6.7M
Flagship Harbor Advisors, LLC157,927
0.2% of portfolio›$6.6M
Chicago Capital, LLC155,365
0.1% of portfolio›$6.5M
Atria Investments, Inc145,631
0.1% of portfolio›$6.0M
Robertson Stephens Wealth Management, LLC136,864
0.1% of portfolio›$5.7M
Capital Wealth Alliance, LLC129,375
2.3% of portfolio›$5.4M
Oppenheimer & Co Inc126,923
0.1% of portfolio›$5.3M
Marathon Capital Management119,955
1.0% of portfolio›$5.0M
Steel Grove Capital Advisors, LLC108,717
0.4% of portfolio›$4.5M
International Assets Investment Management, LLC104,555
0.3% of portfolio›$4.4M
Demars Financial Group, LLC95,892
1.0% of portfolio›$4.0M
Hohimer Wealth Management, LLC95,399
0.4% of portfolio›$4.0M
Choreo, LLC86,438
0.0% of portfolio›$3.6M
Wealthcare Advisory Partners LLC83,481
0.1% of portfolio›$3.5M
SBE LLC DBA Cedar Cove Wealth Partners77,436
1.5% of portfolio›$3.2M
Peak Financial Management, Inc.74,493
0.7% of portfolio›$3.1M
IPG Investment Advisors LLC72,906
0.4% of portfolio›$3.0M
Creative Planning69,646
0.0% of portfolio›$2.9M
Columbia Advisory Partners LLC68,876
1.6% of portfolio›$2.9M
Asset One Wealth Management LLC68,453
0.2% of portfolio›$2.8M
Camelot Technology Advisors, Inc.67,107
1.9% of portfolio›$2.8M
Inspirion Wealth Advisors, LLC65,663
0.3% of portfolio›$2.7M
Coastline Trust Co64,390
0.2% of portfolio›$2.7M
Atlatl Advisers LLC61,915
0.6% of portfolio›$2.6M
CGN Advisors LLC60,269
0.2% of portfolio›$2.5M
Spire Wealth Management59,865
0.1% of portfolio›$2.5M
Financial Planning Navigators Corp55,160
0.8% of portfolio›$2.3M
Kestra Private Wealth Services, LLC51,444
0.0% of portfolio›$2.1M
Lodestar Private Asset Management LLC44,980
0.2% of portfolio›$1.9M
Harfst & Associates, Inc.44,803
0.3% of portfolio›$1.9M
Simplicity Wealth,LLC43,250
0.1% of portfolio›$1.8M
PKS Advisory Services, LLC39,610
0.3% of portfolio›$1.6M
StoneX Group Inc.38,576
0.1% of portfolio›$1.6M
Retirement Planning Group, LLC37,734
0.0% of portfolio›$1.6M
BOS Asset Management, LLC37,361
0.4% of portfolio›$1.6M
Blue Trust, Inc.33,190
0.0% of portfolio›$1.4M
Ethic Inc.32,363
0.0% of portfolio›$1.3M
HBW Advisory Services LLC31,036
0.1% of portfolio›$1.3M
CIBC Asset Management Inc30,000
0.0% of portfolio›$1.2M
EverSource Wealth Advisors, LLC29,499
0.0% of portfolio›$1.2M
Highland Capital Management, LLC28,778
0.1% of portfolio›$1.2M
Alchemi Wealth, LLC26,846
0.5% of portfolio›$1.1M
Valeo Financial Advisors, LLC26,154
0.0% of portfolio›$1.1M
Prospera Financial Services Inc26,070
0.0% of portfolio›$960.2K
Truist Financial Corp25,548
0.0% of portfolio›$1.1M
Montis Financial, LLC25,310
0.2% of portfolio›$1.1M
Welch & Forbes LLC25,100
0.0% of portfolio›$1.0M
Summit Global Investments24,647
0.0% of portfolio›$1.0K
Rockport Wealth LLC23,980
0.2% of portfolio›$996.1K
Founders Grove Wealth Partners, LLC22,043
0.2% of portfolio›$915.7K
Accordant Advisory Group Inc21,407
0.6% of portfolio›$889.2K
Castleview Partners, LLC20,816
0.4% of portfolio›$864.7K
Hardin Capital Partners, LLC20,796
0.4% of portfolio›$863.9K
BLB&B Advisors, LLC20,500
0.0% of portfolio›$851.6K
Almanack Investment Partners, Llc.20,426
0.1% of portfolio›$848.5K
Hilton Head Capital Partners, LLC20,280
0.5% of portfolio›$842.4K
Nadler Financial Group, Inc.20,260
0.1% of portfolio›$841.6K
Elevation Point Wealth Partners, LLC19,675
0.0% of portfolio›$817.3K
Vise Technologies, Inc.19,414
0.0% of portfolio›$806.5K
Midwest Financial Group LLC18,903
0.3% of portfolio›$785.2K
Root Financial Partners, LLC18,525
0.0% of portfolio›$769.5K
4Wealth Advisors, Inc.17,644
0.5% of portfolio›$739.3K
McAlvany Wealth Management LLC16,980
0.4% of portfolio›$705.3K
XML Financial, LLC16,375
0.0% of portfolio›$680.2K
Kellett Wealth Advisors, LLC16,312
0.2% of portfolio›$677.6K
Atticus Wealth Management, LLC16,164
0.1% of portfolio›$671.5K
Forum Financial Management, LP15,300
0.0% of portfolio›$635.6K
waypoint wealth counsel15,000
0.4% of portfolio›$623.1K
SteelPeak Wealth, LLC14,500
0.0% of portfolio›$602.3K
Verity Asset Management, Inc.14,482
0.2% of portfolio›$601.6K
Cannon Financial Strategists, Inc.14,282
0.1% of portfolio›$593.3K
Schaper Benz & Wise Investment Counsel Inc14,125
0.0% of portfolio›$586.8K
Davenport & Co LLC14,050
0.0% of portfolio›$583.6K
MB, Levis & Associates, LLC13,667
0.2% of portfolio›$567.7K
Daytona Street Capital LLC13,666
0.4% of portfolio›$566.7K
Cornerstone Wealth Management, LLC13,328
0.0% of portfolio›$553.6K
MBL Wealth, LLC13,235
0.0% of portfolio›$549.8K
North Forty Two & Co.13,100
0.4% of portfolio›$544.2K
Latitude Advisors, LLC12,876
0.2% of portfolio›$534.9K
D.A. Davidson & Co.12,800
0.0% of portfolio›$531.7K
Veracity Capital LLC12,754
0.1% of portfolio›$529.8K
Park Avenue Securities LLC12,560
0.0% of portfolio›$522
Old Port Advisors12,461
0.1% of portfolio›$517.6K
Total Wealth Planning & Management, Inc.12,425
0.4% of portfolio›$516.1K
Mraz, Amerine & Associates, Inc.12,291
0.1% of portfolio›$510.6K
Chilton Capital Management LLC12,000
0.0% of portfolio›$498.5K
CLG LLC11,495
0.1% of portfolio›$477.5K
Mission Wealth Management, LP11,450
0.0% of portfolio›$475.6K
Trust Co of Toledo NA11,418
0.0% of portfolio›$474.3K
Bison Wealth, LLC11,140
0.0% of portfolio›$461.0K
YHB Investment Advisors, Inc.11,105
0.0% of portfolio›$461.3K
Compass Financial Management LLC11,040
0.0% of portfolio›$458.6K
Northwest Wealth Management, LLC10,701
0.1% of portfolio›$444.5K
Richard C. Young & Co., Ltd.10,635
0.0% of portfolio›$441.8K
Carmel Capital Partners, LLC10,606
0.2% of portfolio›$440.6K
HUB Investment Partners, LLC10,571
0.0% of portfolio›$439.1K
Prime Capital Investment Advisors, LLC10,440
0.0% of portfolio›$433.7K
WealthBridge Capital Management, LLC10,358
0.1% of portfolio›$430.3K
Beese Fulmer Investment Management, Inc.10,271
0.0% of portfolio›$426.7K
Midwest Trust Co10,085
0.0% of portfolio›$418.9K
Manchester Financial Inc10,062
0.1% of portfolio›$418.0K
SP Asset Management LLC10,000
0.0% of portfolio›$415.4K
Parsons Capital Management Inc10,000
0.0% of portfolio›$415.4K
Philip James Wealth Mangement, LLC9,275
0.0% of portfolio›$385.3K
Crown Wealth Group, LLC9,183
0.1% of portfolio›$381.5K
Covenant Asset Management, LLC9,164
0.1% of portfolio›$380.7K
Camden National Bank9,109
0.1% of portfolio›$378.4K
RFG Advisory, LLC9,100
0.0% of portfolio›$378.0K
Principle Wealth Partners LLC8,972
0.0% of portfolio›$372.7K
Independent Financial Group, LLC8,845
0.0% of portfolio›$367.4K
Keybank National Association8,818
0.0% of portfolio›$366.3K
Procyon Advisors, LLC8,644
0.0% of portfolio›$359.1K
Investors Asset Management of Georgia Inc8,073
0.1% of portfolio›$335.4K
Fermata Advisors, LLC7,862
0.1% of portfolio›$326.6K
AdvisorNet Financial, Inc7,750
0.0% of portfolio›$306.7K
Keeler Thomas Management LLC7,515
0.1% of portfolio›$312.2K
Aviance Capital Partners, LLC7,430
0.0% of portfolio›$308.6K
BCS Wealth Management7,314
0.1% of portfolio›$303.8K
Garde Capital, Inc.7,245
0.0% of portfolio›$301.0K
S.A. Mason LLC7,090
0.1% of portfolio›$294.5K
Tcfg Investment Advisors, LLC6,900
0.1% of portfolio›$286.6K
Avidian Wealth Enterprises, LLC6,869
0.0% of portfolio›$285.3K
MGO One Seven LLC6,805
0.0% of portfolio›$282.7K
SAX Wealth Advisors, LLC6,801
0.0% of portfolio›$282.5K
Gibraltar Capital Management, Inc.6,625
0.0% of portfolio›$275.2K
Bryn Mawr Trust Advisors, LLC6,600
0.0% of portfolio›$274.2K
Daymark Wealth Partners, LLC6,312
0.0% of portfolio›$262.2K
DDD Partners, LLC6,285
0.0% of portfolio›$261.1K
Tenzing Financial LLC6,138
0.2% of portfolio›$247.5K
Axxcess Wealth Management, LLC6,000
0.0% of portfolio›$249.2K
NBT Bank, N.A.6,000
0.0% of portfolio›$249.2K
Occidental Asset Management, LLC6,000
0.0% of portfolio›$249.2K
Ashurst Perkins Coie Trust Co6,000
0.0% of portfolio›$249.2K
Robinson Value Management, Ltd.5,982
0.1% of portfolio›$248.5K
Clear Harbor Asset Management, LLC5,979
0.0% of portfolio›$248.4K
Aprio Wealth Management, LLC5,913
0.0% of portfolio›$245.6K
Cannon Advisors, Inc.5,653
0.1% of portfolio›$231.3K
Inlight Wealth Management, LLC5,593
0.1% of portfolio›$232.3K
M Holdings Securities, Inc.5,538
0.0% of portfolio›$216
Davidson Trust Co5,461
0.1% of portfolio›$226.9K
Perigon Wealth Management, LLC5,445
0.0% of portfolio›$226.2K
Delta Financial Advisors LLC5,400
0.1% of portfolio›$224.3K
Lanark Financial, Inc.5,325
0.0% of portfolio›$221.2K
Brighton Jones LLC5,258
0.0% of portfolio›$218.4K
Sowell Financial Services LLC5,250
0.0% of portfolio›$218.1K
RCW Management, LLC5,041
0.2% of portfolio›$209.4K
MTM Investment Management, LLC5,000
0.1% of portfolio›$207.7K
Silverlake Wealth Management LLC4,966
0.0% of portfolio›$206.3K
Eagle Harbor Asset Management Inc4,835
0.2% of portfolio›$200.8K
Cidel Asset Management Inc4,822
0.0% of portfolio›$206.7K
Bulwark Capital Corp3,987
0.1% of portfolio›$165.6K
Parallel Advisors, LLC3,958
0.0% of portfolio›$164.4K
Farther Finance Advisors, LLC3,294
0.0% of portfolio›$136.8K
CoreCap Advisors, LLC3,270
0.0% of portfolio›$135.8K
Ascentis Independent Advisors3,226
0.0% of portfolio›$134.0K
Blue Bell Private Wealth Management, LLC3,180
0.0% of portfolio›$132.1K
Pacifica Partners Inc.3,000
0.0% of portfolio›$124.6K
Chapman Financial Group, LLC2,800
0.1% of portfolio›$116.3K
Gamma Investing LLC2,671
0.0% of portfolio›$111.0K
Washington Trust Advisors, Inc.2,600
0.0% of portfolio›$108.0K
Burkett Financial Services, LLC2,491
0.0% of portfolio›$103.5K
Hara Capital LLC2,463
0.0% of portfolio›$102.3K
Contravisory Investment Management, Inc.2,227
0.0% of portfolio›$92.5K
Holos Integrated Wealth LLC2,100
0.0% of portfolio›$84.7K
Harel Insurance Investments & Financial Services Ltd.1,800
0.0% of portfolio›$75
Advantage Trust Co1,800
0.0% of portfolio›$74.8K
Private Trust Co NA1,785
0.0% of portfolio›$74.1K
JFS Wealth Advisors, LLC1,600
0.0% of portfolio›$66.5K
Assetmark, Inc1,592
0.0% of portfolio›$66.1K
Goodman Advisory Group, LLC1,590
0.0% of portfolio›$66.0K
LFA - Lugano Financial Advisors SA1,575
0.1% of portfolio›$93.0K
Trust Co1,401
0.0% of portfolio›$58.2K
Old Second National Bank of Aurora1,400
0.0% of portfolio›$58.2K
Madden Securities Corp1,393
0.0% of portfolio›$57.9K
Laurel Wealth Advisors LLC1,000
0.0% of portfolio›$41.5K
Halbert Hargrove Global Advisors, LLC1,000
0.0% of portfolio›$41.5K
Parkside Financial Bank & Trust944
0.0% of portfolio›$39.2K
Birch Financial Group, LLC885
0.0% of portfolio›$36.8K
Creative Financial Designs Inc843
0.0% of portfolio›$35.0K
Atlantic Edge Private Wealth Management, LLC825
0.0% of portfolio›$34.3K
Key FInancial Inc710
0.0% of portfolio›$29.5K
Markowski Investments707
0.0% of portfolio›$29.4K
Physician Wealth Advisors, Inc.649
0.0% of portfolio›$26.9K
Bangor Savings Bank500
0.0% of portfolio›$20.8K
Mather Group, Llc.497
0.0% of portfolio›$20.6K
Hilltop National Bank481
0.0% of portfolio›$20.0K
Fortitude Family Office, LLC400
0.0% of portfolio›$16.6K
Signaturefd, LLC350
0.0% of portfolio›$14.5K
Jnba Financial Advisors341
0.0% of portfolio›$14.2K
Tradewinds Capital Management, LLC328
0.0% of portfolio›$13.6K
Ascentis Wealth Management, LLC269
0.0% of portfolio›$11.2K
1620 Investment Advisors, Inc.255
0.0% of portfolio›$10.6K
James T. Borello RIA250
0.0% of portfolio›$10.4K
Meriwether Wealth & Planning, LLC200
0.0% of portfolio›$8.3K
Westside Investment Management, Inc.200
0.0% of portfolio›$8.3K
Costello Asset Management, Inc200
0.0% of portfolio›$8.3K
Clark Wealth Partners170
0.0% of portfolio›$7.1K
Gen-Wealth Partners Inc120
0.0% of portfolio›$5.0K
Barrett & Company, Inc.91
0.0% of portfolio›$3.8K
DecisionPoint Financial, LLC68
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Beaumont Financial Advisors, LLC
562,378$23.4M1.5%GrowthMediumNeedham, MA2026-10-22
Cambridge Investment Research Advisors, Inc.
435,171$18.1K0.0%ETFLowFairfield, IA2026-11-02
Evergreen Capital Management LLC
369,761$15.4M0.3%GARPMediumBellevue, WA2026-10-23
Matauro, LLC
329,346$13.7M1.7%ETFLowNew York, NY2026-11-03
New Harbor Financial Group, LLC
325,296$13.5M2.0%ETFMediumWorcester, MA2026-10-22
Pacific Sage Partners, LLC
281,171$11.7M1.5%ETFLowEdmonds, WA2026-10-21
Euro Pacific Asset Management, LLC
251,817$10.5M0.9%GARPLowDorado, PR2026-11-03
Sapient Capital LLC
237,789$9.9M0.1%GrowthMediumIndianapolis, IN2026-10-08
Wealth Enhancement Advisory Services, LLC
215,470$8.8M0.0%CoreLowPlymouth, MN2026-10-13
IFP Advisors, Inc
202,948$8.4M0.1%GrowthLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
197,167$8.2M0.0%CoreLowToronto, Australia2026-10-16
Concurrent Investment Advisors, LLC
196,670$8.2M0.1%GrowthMediumTampa, FL2026-10-16
Kestra Advisory Services, LLC
195,732$8.1M0.0%CoreLowAustin, TX2026-11-02
Brookstone Capital Management
191,213$7.9M0.1%ETFMediumWheaton, IL2026-10-22
TrustWell Financial Advisors, LLC
179,425$7.5M6.3%ETFMediumJacksonville, FL2026-10-15
Pekin Hardy Strauss, Inc.
171,592$7.1M0.6%ValueMediumChicago, IL2026-11-02
Commonwealth Equity Services, LLC
161,312$6.7M0.0%ETFLowWaltham, MA2026-11-02
Flagship Harbor Advisors, LLC
157,927$6.6M0.2%ETFMediumBoston, MA2026-10-26
Chicago Capital, LLC
155,365$6.5M0.1%GrowthLowChicago, IL2026-10-13
Atria Investments, Inc
145,631$6.0M0.1%CoreMediumCharlotte, NC2026-10-15
Robertson Stephens Wealth Management, LLC
136,864$5.7M0.1%ETFMediumSan Francisco, CA2026-10-16
Capital Wealth Alliance, LLC
129,375$5.4M2.3%CoreLowScottsdale, AZ2026-10-20
Oppenheimer & Co Inc
126,923$5.3M0.1%CoreLowNew York, NY2026-10-26
Marathon Capital Management
119,955$5.0M1.0%CoreLowHunt Valley, MD2026-10-23
Steel Grove Capital Advisors, LLC
108,717$4.5M0.4%ETFLowMemphis, TN2026-10-13
International Assets Investment Management, LLC
104,555$4.4M0.3%CoreVery HighOrlando, FL2026-11-02
Demars Financial Group, LLC
95,892$4.0M1.0%ETFLowSpokane Valley, WA2026-10-22
Hohimer Wealth Management, LLC
95,399$4.0M0.4%CoreHighSeattle, WA2026-11-04
Choreo, LLC
86,438$3.6M0.0%IndexLowRockford, IL2026-10-28
Wealthcare Advisory Partners LLC
83,481$3.5M0.1%ETFLowWest Chester, PA2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
77,436$3.2M1.5%ETFMediumBloomington, MN2026-10-15
Peak Financial Management, Inc.
74,493$3.1M0.7%ETFVery LowWellesley, MA2026-10-16
IPG Investment Advisors LLC
72,906$3.0M0.4%CoreMediumSan Diego, CA2026-10-30
Creative Planning
69,646$2.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Columbia Advisory Partners LLC
68,876$2.9M1.6%ETFMediumSpokane, WA2026-10-15
Asset One Wealth Management LLC
68,453$2.8M0.2%GrowthLowBellevue, WA2026-11-02
Camelot Technology Advisors, Inc.
67,107$2.8M1.9%ETFLowSan Francisco, CA2026-10-09
Inspirion Wealth Advisors, LLC
65,663$2.7M0.3%ETFMediumLibertyville, IL2026-10-09
Coastline Trust Co
64,390$2.7M0.2%GrowthVery LowProvidence, RI2026-10-01
Atlatl Advisers LLC
61,915$2.6M0.6%Agg GrowthHighMadison, WI2026-10-22
CGN Advisors LLC
60,269$2.5M0.2%ETFLowManhattan, KS2026-10-21
Spire Wealth Management
59,865$2.5M0.1%GrowthMediumMclean, VA2026-10-30
Financial Planning Navigators Corp
55,160$2.3M0.8%ETFMediumMaple Grove, MN2026-10-14
Kestra Private Wealth Services, LLC
51,444$2.1M0.0%GrowthLowAustin, TX2026-10-30
Lodestar Private Asset Management LLC
44,980$1.9M0.2%ETFLowAlamo, CA2026-10-26
Harfst & Associates, Inc.
44,803$1.9M0.3%GARPLowSheridan, WY2026-10-20
Simplicity Wealth,LLC
43,250$1.8M0.1%ETFLowSummit, NJ2026-10-23
PKS Advisory Services, LLC
39,610$1.6M0.3%ETFMediumAlbany, NY2026-10-26
StoneX Group Inc.
38,576$1.6M0.1%ETFMediumNew York, NY2026-11-03
Retirement Planning Group, LLC
37,734$1.6M0.0%ETFVery LowLeawood, KS2026-10-19
BOS Asset Management, LLC
37,361$1.6M0.4%ETFLowSpringfield, IL2026-10-09
Blue Trust, Inc.
33,190$1.4M0.0%ETFLowBrentwood, TN2026-10-15
Ethic Inc.
32,363$1.3M0.0%CoreLowNew York, NY2026-11-03
HBW Advisory Services LLC
31,036$1.3M0.1%ETFMediumSimi Valley, CA2026-10-15
CIBC Asset Management Inc
30,000$1.2M0.0%GARPLowToronto, South Africa2026-11-05
EverSource Wealth Advisors, LLC
29,499$1.2M0.0%CoreMediumBirmingham, AL2026-11-04
Highland Capital Management, LLC
28,778$1.2M0.1%GrowthMediumMemphis, TN2026-10-26
Alchemi Wealth, LLC
26,846$1.1M0.5%CoreLowEssex, CT2026-11-04
Valeo Financial Advisors, LLC
26,154$1.1M0.0%ETFLowCarmel, IN2026-10-08
Prospera Financial Services Inc
26,070$960.2K0.0%CoreMediumDallas, TX2026-11-04
Truist Financial Corp
25,548$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Montis Financial, LLC
25,310$1.1M0.2%ETFLowWaltham, MA2026-11-04
Welch & Forbes LLC
25,100$1.0M0.0%CoreVery LowBoston, MA2026-11-04
Summit Global Investments
24,647$1.0K0.0%CoreMediumBountiful, UT2026-10-28
Rockport Wealth LLC
23,980$996.1K0.2%ETFMediumFairview Park, OH2026-11-03
Founders Grove Wealth Partners, LLC
22,043$915.7K0.2%ETFLowRichmond, VA2026-10-16
Accordant Advisory Group Inc
21,407$889.2K0.6%ValueMediumAnnapolis, MD2026-10-29
Castleview Partners, LLC
20,816$864.7K0.4%CoreMediumDallas, TX2026-10-09
Hardin Capital Partners, LLC
20,796$863.9K0.4%YieldVery LowGreenville, SC2026-10-09
BLB&B Advisors, LLC
20,500$851.6K0.0%ETFLowMontgomeryville, PA2026-10-27
Almanack Investment Partners, Llc.
20,426$848.5K0.1%ETFMediumNewtown Square, PA2026-11-03
Hilton Head Capital Partners, LLC
20,280$842.4K0.5%CoreMediumHilton Head Island, SC2026-10-23
Nadler Financial Group, Inc.
20,260$841.6K0.1%ETFVery LowDeerfield, IL2026-10-23
Elevation Point Wealth Partners, LLC
19,675$817.3K0.0%CoreHighDenver, CO2026-11-05
Vise Technologies, Inc.
19,414$806.5K0.0%IndexLowNew York, NY2026-10-29
Midwest Financial Group LLC
18,903$785.2K0.3%ETFLowOverland Park, KS2026-10-15
Root Financial Partners, LLC
18,525$769.5K0.0%ETFMediumEncinitas, CA2026-10-21
4Wealth Advisors, Inc.
17,644$739.3K0.5%ETFMediumBurr Ridge, IL2026-10-13
McAlvany Wealth Management LLC
16,980$705.3K0.4%GARPMediumDurango, CO2026-10-29
XML Financial, LLC
16,375$680.2K0.0%ETFLowBethesda, MD2026-10-29
Kellett Wealth Advisors, LLC
16,312$677.6K0.2%ETFMediumCincinnati, OH2026-10-15
Atticus Wealth Management, LLC
16,164$671.5K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Forum Financial Management, LP
15,300$635.6K0.0%ETFLowLombard, IL2026-10-16
waypoint wealth counsel
15,000$623.1K0.4%CoreLowAtlanta, GA2026-10-22
SteelPeak Wealth, LLC
14,500$602.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Verity Asset Management, Inc.
14,482$601.6K0.2%CoreMediumDurham, NC2026-10-30
Cannon Financial Strategists, Inc.
14,282$593.3K0.1%ETFVery LowAthens, GA2026-10-19
Schaper Benz & Wise Investment Counsel Inc
14,125$586.8K0.0%CoreVery LowNeenah, WI2026-10-09
Davenport & Co LLC
14,050$583.6K0.0%CoreMediumRichmond, VA2026-10-14
MB, Levis & Associates, LLC
13,667$567.7K0.2%ETFVery LowCenter Valley, PA2026-10-16
Daytona Street Capital LLC
13,666$566.7K0.4%Deep ValueMediumSaint Louis, MO2026-10-15
Cornerstone Wealth Management, LLC
13,328$553.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
MBL Wealth, LLC
13,235$549.8K0.0%ETFLowCharlotte, NC2026-10-22
North Forty Two & Co.
13,100$544.2K0.4%ETFVery LowLake Oswego, OR2026-10-19
Latitude Advisors, LLC
12,876$534.9K0.2%ETFLowYorkville, IL2026-10-27
D.A. Davidson & Co.
12,800$531.7K0.0%CoreLowGreat Falls, MT2026-10-28
Veracity Capital LLC
12,754$529.8K0.1%GrowthLowAtlanta, GA2026-10-08
Park Avenue Securities LLC
12,560$5220.0%ETFMediumNew York, NY2026-10-26
Old Port Advisors
12,461$517.6K0.1%GARPLowPortland, ME2026-10-23
Total Wealth Planning & Management, Inc.
12,425$516.1K0.4%CoreMediumPonte Vedra Beach, FL2026-10-23
Mraz, Amerine & Associates, Inc.
12,291$510.6K0.1%Deep ValueLowModesto, CA2026-10-30
Chilton Capital Management LLC
12,000$498.5K0.0%GrowthMediumHouston, TX2026-10-28
CLG LLC
11,495$477.5K0.1%ETFMediumLong Beach, CA2026-10-13
Mission Wealth Management, LP
11,450$475.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Trust Co of Toledo NA
11,418$474.3K0.0%GrowthVery LowHolland, OH2026-10-16
Bison Wealth, LLC
11,140$461.0K0.0%GrowthMediumAtlanta, GA2026-10-13
YHB Investment Advisors, Inc.
11,105$461.3K0.0%GrowthLowWest Hartford, CT2026-10-08
Compass Financial Management LLC
11,040$458.6K0.0%CoreN/ATampa, FL2026-10-30
Northwest Wealth Management, LLC
10,701$444.5K0.1%ETFLowSpencer, IA2026-10-30
Richard C. Young & Co., Ltd.
10,635$441.8K0.0%CoreLowNewport, RI2026-11-04
Carmel Capital Partners, LLC
10,606$440.6K0.2%ValueMediumSan Diego, CA2026-11-03
HUB Investment Partners, LLC
10,571$439.1K0.0%GrowthLowAustin, TX2026-11-03
Prime Capital Investment Advisors, LLC
10,440$433.7K0.0%ETFLowOverland Park, KS2026-10-20
WealthBridge Capital Management, LLC
10,358$430.3K0.1%ETFLowWesterville, OH2026-10-16
Beese Fulmer Investment Management, Inc.
10,271$426.7K0.0%CoreLowCanton, OH2026-10-23
Midwest Trust Co
10,085$418.9K0.0%CoreLowOverland Park, KS2026-10-22
Manchester Financial Inc
10,062$418.0K0.1%ETFMediumWestlake Village, CA2026-10-15
SP Asset Management LLC
10,000$415.4K0.0%CoreVery LowCupertino, CA2026-11-05
Parsons Capital Management Inc
10,000$415.4K0.0%CoreLowProvidence, RI2026-10-28
Philip James Wealth Mangement, LLC
9,275$385.3K0.0%YieldMediumMilton, GA2026-10-27
Crown Wealth Group, LLC
9,183$381.5K0.1%ETFMediumCharlotte, NC2026-10-19
Covenant Asset Management, LLC
9,164$380.7K0.1%Agg GrowthMediumChester, NJ2026-10-14
Camden National Bank
9,109$378.4K0.1%CoreVery LowCamden, ME2026-11-02
RFG Advisory, LLC
9,100$378.0K0.0%ETFMediumBirmingham, AL2026-11-03
Principle Wealth Partners LLC
8,972$372.7K0.0%CoreVery LowMadison, CT2026-11-02
Independent Financial Group, LLC
8,845$367.4K0.0%GrowthLowSan Diego, CA2026-10-13
Keybank National Association
8,818$366.3K0.0%CoreLowBrooklyn, OH2026-11-04
Procyon Advisors, LLC
8,644$359.1K0.0%CoreVery LowShelton, CT2026-10-21
Investors Asset Management of Georgia Inc
8,073$335.4K0.1%GARPLowAtlanta, GA2026-10-20
Fermata Advisors, LLC
7,862$326.6K0.1%ETFLowSonoma, CA2026-10-13
AdvisorNet Financial, Inc
7,750$306.7K0.0%ETFLowMinnetonka, MN2026-10-15
Keeler Thomas Management LLC
7,515$312.2K0.1%CoreHighOrem, UT2026-10-29
Aviance Capital Partners, LLC
7,430$308.6K0.0%CoreLowNaples, FL2026-10-29
BCS Wealth Management
7,314$303.8K0.1%ETFVery LowJohnson City, TN2026-11-03
Garde Capital, Inc.
7,245$301.0K0.0%ETFLowSeattle, WA2026-10-29
S.A. Mason LLC
7,090$294.5K0.1%GrowthVery LowHolland, MI2026-10-13
Tcfg Investment Advisors, LLC
6,900$286.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Avidian Wealth Enterprises, LLC
6,869$285.3K0.0%ETFLowHouston, TX2026-10-08
MGO One Seven LLC
6,805$282.7K0.0%GrowthLowBeachwood, OH2026-10-28
SAX Wealth Advisors, LLC
6,801$282.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Gibraltar Capital Management, Inc.
6,625$275.2K0.0%CoreLowTulsa, OK2026-10-27
Bryn Mawr Trust Advisors, LLC
6,600$274.2K0.0%CoreLowPhiladelphia, PA2026-11-04
Daymark Wealth Partners, LLC
6,312$262.2K0.0%CoreLowCincinnati, OH2026-11-04
DDD Partners, LLC
6,285$261.1K0.0%CoreMediumBellevue, WA2026-11-02
Tenzing Financial LLC
6,138$247.5K0.2%ETFVery LowWilliamsburg, VA2026-11-03
Axxcess Wealth Management, LLC
6,000$249.2K0.0%CoreLowCarlsbad, CA2026-10-21
NBT Bank, N.A.
6,000$249.2K0.0%CoreLowNorwich, NY2026-10-21
Occidental Asset Management, LLC
6,000$249.2K0.0%GrowthLowBurlingame, CA2026-11-05
Ashurst Perkins Coie Trust Co
6,000$249.2K0.0%CoreVery LowSeattle, WA2026-10-15
Robinson Value Management, Ltd.
5,982$248.5K0.1%YieldHighSan Antonio, TX2026-10-20
Clear Harbor Asset Management, LLC
5,979$248.4K0.0%CoreLowStamford, CT2026-11-05
Aprio Wealth Management, LLC
5,913$245.6K0.0%ETFMediumAtlanta, GA2026-10-28
Cannon Advisors, Inc.
5,653$231.3K0.1%GrowthHighCharlotte, NC2026-10-14
Inlight Wealth Management, LLC
5,593$232.3K0.1%ETFVery LowAtlanta, GA2026-10-21
M Holdings Securities, Inc.
5,538$2160.0%ETFHighPortland, OR2026-11-03
Davidson Trust Co
5,461$226.9K0.1%CoreLowSeattle, WA2026-10-09
Perigon Wealth Management, LLC
5,445$226.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Delta Financial Advisors LLC
5,400$224.3K0.1%CoreVery LowMetairie, LA2026-10-27
Lanark Financial, Inc.
5,325$221.2K0.0%CoreMediumBirmingham, AL2026-10-26
Brighton Jones LLC
5,258$218.4K0.0%CoreVery LowSeattle, WA2026-11-03
Sowell Financial Services LLC
5,250$218.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
RCW Management, LLC
5,041$209.4K0.2%ETFVery LowJacksonville, FL2026-10-30
MTM Investment Management, LLC
5,000$207.7K0.1%CoreVery LowSpartanburg, SC2026-10-30
Silverlake Wealth Management LLC
4,966$206.3K0.0%ETFLowWilliston, VT2026-10-21
Eagle Harbor Asset Management Inc
4,835$200.8K0.2%GARPLowSeattle, WA2026-10-21
Cidel Asset Management Inc
4,822$206.7K0.0%CoreMediumToronto, Australia2026-10-29
Bulwark Capital Corp
3,987$165.6K0.1%ETFMediumFernandina Beach, FL2026-10-13
Parallel Advisors, LLC
3,958$164.4K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
3,294$136.8K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
3,270$135.8K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Independent Advisors
3,226$134.0K0.0%ETFLowDallas, TX2026-11-03
Blue Bell Private Wealth Management, LLC
3,180$132.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
Pacifica Partners Inc.
3,000$124.6K0.0%CoreLowSurrey, South Africa2026-10-09
Chapman Financial Group, LLC
2,800$116.3K0.1%CoreVery LowHonolulu, HI2026-10-26
Gamma Investing LLC
2,671$111.0K0.0%IndexVery LowFoster City, CA2026-10-08
Washington Trust Advisors, Inc.
2,600$108.0K0.0%GrowthLowWellesley, MA2026-10-22
Burkett Financial Services, LLC
2,491$103.5K0.0%ETFLowRock Hill, SC2026-10-01
Hara Capital LLC
2,463$102.3K0.0%Deep ValueMediumBellevue, WA2026-10-30
Contravisory Investment Management, Inc.
2,227$92.5K0.0%MomentumHighNorwell, MA2026-10-13
Holos Integrated Wealth LLC
2,100$84.7K0.0%ETFLowKennett Square, PA2026-10-23
Harel Insurance Investments & Financial Services Ltd.
1,800$750.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Advantage Trust Co
1,800$74.8K0.0%ETFVery LowSalina, KS2026-10-19
Private Trust Co NA
1,785$74.1K0.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
1,600$66.5K0.0%ETFVery LowHermitage, PA2026-11-03
Assetmark, Inc
1,592$66.1K0.0%ETFLowConcord, CA2026-10-21
Goodman Advisory Group, LLC
1,590$66.0K0.0%GrowthHighNeedham, MA2026-11-02
LFA - Lugano Financial Advisors SA
1,575$93.0K0.1%ETFLowLugano, Switzerland2026-11-03
Trust Co
1,401$58.2K0.0%ETFVery LowManhattan, KS2026-10-09
Old Second National Bank of Aurora
1,400$58.2K0.0%CoreLowAurora, IL2026-10-22
Madden Securities Corp
1,393$57.9K0.0%GrowthMediumDallas, TX2026-10-27
Laurel Wealth Advisors LLC
1,000$41.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Halbert Hargrove Global Advisors, LLC
1,000$41.5K0.0%ETFLowLong Beach, CA2026-10-16
Parkside Financial Bank & Trust
944$39.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Birch Financial Group, LLC
885$36.8K0.0%CoreLowKeene, NH2026-10-27
Creative Financial Designs Inc
843$35.0K0.0%ETFMediumKokomo, IN2026-11-04
Atlantic Edge Private Wealth Management, LLC
825$34.3K0.0%CoreLowJacksonville, FL2026-10-20
Key FInancial Inc
710$29.5K0.0%ETFLowWest Chester, PA2026-11-02
Markowski Investments
707$29.4K0.0%ETFN/ATampa, FL2026-10-30
Physician Wealth Advisors, Inc.
649$26.9K0.0%ETFMediumMidvale, UT2026-10-20
Bangor Savings Bank
500$20.8K0.0%ETFLowBangor, ME2026-10-06
Mather Group, Llc.
497$20.6K0.0%ETFMediumChicago, IL2026-10-14
Hilltop National Bank
481$20.0K0.0%CoreLowCasper, WY2026-10-14
Fortitude Family Office, LLC
400$16.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Signaturefd, LLC
350$14.5K0.0%IndexLowAtlanta, GA2026-10-23
Jnba Financial Advisors
341$14.2K0.0%ETFMediumBloomington, MN2026-11-03
Tradewinds Capital Management, LLC
328$13.6K0.0%ETFVery HighBellingham, WA2026-10-23
Ascentis Wealth Management, LLC
269$11.2K0.0%Agg GrowthLowDallas, TX2026-11-03
1620 Investment Advisors, Inc.
255$10.6K0.0%ValueLowPlymouth, MA2026-11-04
James T. Borello RIA
250$10.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Meriwether Wealth & Planning, LLC
200$8.3K0.0%ETFMediumMinden, LA2026-10-13
Westside Investment Management, Inc.
200$8.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Costello Asset Management, Inc
200$8.3K0.0%CoreLowFeasterville, PA2026-10-30
Clark Wealth Partners
170$7.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Gen-Wealth Partners Inc
120$5.0K0.0%CoreLowZeeland, MI2026-11-04
Barrett & Company, Inc.
91$3.8K0.0%ETFLowProvidence, RI2026-10-22
DecisionPoint Financial, LLC
68$2.8K0.0%ETFVery LowMesa, AZ2026-10-27