SPROTT ASSET MANAGEMENT LP
CUSIP 85207K107
Sprott Asset Management LP has 500 institutional holders in Filings Flow’s 13F database, together reporting 156.89M shares worth $3.8B as of Q1 2026. The largest reported holders are Federation Des Caisses Desjardins Du Quebec, Imc-Chicago, LLC, and Blackrock, Inc..
Institutional Holders
500
Q1 2026
Reported Value
$3.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cedrus Wealth Group LLC$108M AUM | 26.12% | $28M | 1.20M | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 24.44% | $54M | 2.22M | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 13.59% | $24M | 973.8K | Q1 2026OLDER |
| Cable Car Capital, LP$289M AUM | 8.43% | $24M | 1.00M | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 8.16% | $11M | 452.1K | Q1 2026OLDER |
| HATCH COVE CAPITAL, LLC$262M AUM | 7.30% | $19M | 790.9K | Q4 2025OLDER |
| WIT Partners Advisory Pte. Ltd.$342M AUM | 7.18% | $25M | 1.01M | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 7.00% | $11M | 463.6K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 6.50% | $10M | 392.7K | Q1 2026OLDER |
| Forest Hill Capital, LLC$152M AUM | 6.21% | $9M | 388.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 6.10% | $11M | 466.9K | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 4.77% | $6M | 252.2K | Q1 2026OLDER |
| LM Asset Management Inc.$192M AUM | 3.93% | $5M | 210.0K | Q4 2025OLDER |
| Equinox Partners Investment Management LLC$245M AUM | 3.82% | $9M | 384.5K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 3.38% | $200M | 8.19M | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 3.02% | $4M | 156.7K | Q1 2026OLDER |
| Knoll Capital Management, LLC$180M AUM | 3.01% | $5M | 222.2K | Q1 2026OLDER |
| Nokomis Capital, L.L.C.$349M AUM | 2.93% | $10M | 419.1K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 2.87% | $40M | 1.65M | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 2.63% | $11M | 454.5K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 2.62% | $14M | 571.3K | Q1 2026OLDER |
| Regency Capital Management Inc.\DE$224M AUM | 2.45% | $5M | 224.8K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 2.45% | $12M | 494.5K | Q1 2026OLDER |
| ABBINGTON INVESTMENT GROUP$172M AUM | 2.43% | $4M | 171.3K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 2.11% | $13M | 565.0K | Q4 2025OLDER |
| HC Advisors, LLC$149M AUM | 2.06% | $3M | 126.2K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 1.94% | $34M | 2.19M | Q3 2025OLDER |
| Abacus Planning Group, Inc.$743M AUM | 1.86% | $14M | 565.3K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 1.84% | $19M | 1.03M | Q2 2026 |
| Quarry LP$558M AUM | 1.82% | $10M | 416.0K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 1.81% | $16M | 672.9K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 1.75% | $11M | 456.1K | Q1 2026OLDER |
| Anson Funds Management LP$2.3B AUM | 1.73% | $20M | 813.8K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 1.57% | $13M | 524.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 1.55% | $432M | 17.73M | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 1.53% | $10M | 424.5K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.35% | $2M | 87.0K | Q1 2026OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 1.27% | $5M | 192.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.24% | $34M | 1.38M | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 1.23% | $230M | 9.47M | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 1.20% | $6M | 226.3K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 1.18% | $40M | 1.66M | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 1.10% | $2M | 104.1K | Q1 2026OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 1.07% | $1M | 52.8K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.06% | $10M | 424.7K | Q1 2026OLDER |
| Mountain Lake Investment Management LLC$155M AUM | 1.05% | $2M | 66.9K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 1.03% | $81M | 3.44M | Q4 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 1.02% | $3M | 103.7K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.00% | $3M | 139.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.98% | $5M | 196.0K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 0.97% | $5M | 225.4K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.97% | $2M | 88.3K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.95% | $9M | 373.4K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.93% | $2M | 105.5K | Q3 2025OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 0.88% | $2M | 97.8K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.87% | $5M | 216.0K | Q1 2026OLDER |
| Lane Generational LLC$126M AUM | 0.86% | $1M | 44.3K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.85% | $903,210 | 37.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.84% | $12M | 496.3K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.83% | $15M | 617.2K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.77% | $1M | 49.5K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.76% | $5M | 189.0K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.76% | $6M | 262.6K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.72% | $3M | 124.4K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.71% | $150M | 6.15M | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.70% | $13M | 545.0K | Q1 2026OLDER |
| Providence Wealth Advisors, LLC$157M AUM | 0.70% | $1M | 45.0K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.68% | $5M | 202.7K | Q4 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.63% | $1M | 51.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.63% | $9M | 361.0K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.63% | $4M | 179.4K | Q4 2025OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.62% | $2M | 80.2K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.62% | $1M | 51.5K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.60% | $2M | 98.9K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.60% | $889,064 | 36.5K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.59% | $3M | 132.9K | Q1 2026OLDER |
| Sicart Associates LLC$389M AUM | 0.57% | $2M | 90.9K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.57% | $14M | 565.3K | Q1 2026OLDER |
| VanWeelden Wealth Management, LLC$125M AUM | 0.56% | $700,139 | 28.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.53% | $33M | 1.34M | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.52% | $1M | 41.2K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.49% | $1M | 44.4K | Q1 2026OLDER |
| RK Capital Management, LLC/FL$2.6B AUM | 0.48% | $12M | 509.9K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.47% | $1M | 54.7K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.47% | $2M | 102.3K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.46% | $3M | 137.0K | Q1 2026OLDER |
| SCHULHOFF & CO INC$243M AUM | 0.46% | $1M | 45.9K | Q4 2025OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.46% | $2M | 71.9K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.45% | $8M | 342.4K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.44% | $3M | 145.1K | Q2 2026 |
| Mission Financial Group, LLC$108M AUM | 0.43% | $466,049 | 19.1K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.42% | $4M | 201.8K | Q2 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.41% | $2M | 81.9K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.41% | $858,139 | 35.2K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 0.41% | $1M | 55.9K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.41% | $850,742 | 34.9K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.40% | $7M | 289.8K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.40% | $3M | 140.0K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.39% | $24M | 1.00M | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.38% | $747,578 | 30.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.38% | $824,114 | 33.8K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.35% | $8M | 318.1K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.35% | $987,092 | 62.9K | Q3 2025OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.35% | $467,459 | 19.2K | Q1 2026OLDER |
| Insight Inv LLC$183M AUM | 0.34% | $628,043 | 25.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.32% | $14M | 572.3K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.32% | $891,430 | 36.5K | Q1 2026OLDER |
| SPWM Advisors LLC$115M AUM | 0.32% | $365,430 | 13.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.31% | $23M | 942.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.31% | $2M | 90.7K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.31% | $776,215 | 31.8K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.31% | $1M | 58.0K | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.30% | $15M | 620.3K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.30% | $689,370 | 41.0K | Q3 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.30% | $1M | 46.5K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.30% | $731,700 | 30.0K | Q1 2026OLDER |
| Pacific Wealth Management$186M AUM | 0.29% | $532,751 | 21.8K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.27% | $6M | 240.3K | Q2 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.26% | $1M | 43.2K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 0.25% | $441,170 | 28.1K | Q3 2025OLDER |
| Melia Wealth LLC$207M AUM | 0.23% | $478,605 | 19.6K | Q1 2026OLDER |
| Hiley Hunt Wealth Management$253M AUM | 0.22% | $554,929 | 29.4K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.22% | $6M | 265.8K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 0.22% | $288,534 | 11.8K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.22% | $270,868 | 9.6K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.22% | $399,983 | 17.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.21% | $3M | 119.9K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.21% | $927,283 | 38.0K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.21% | $619,506 | 25.4K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.21% | $10M | 400.4K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.20% | $724,090 | 29.7K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 0.20% | $328,387 | 13.5K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 0.20% | $283,800 | 12.0K | Q4 2025OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.20% | $358,435 | 14.7K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.20% | $916,674 | 37.6K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.19% | $850,284 | 34.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.19% | $15M | 625.5K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.19% | $10M | 405.4K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.19% | $2M | 81.3K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.19% | $301,920 | 16.0K | Q2 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.19% | $12M | 488.6K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.19% | $1M | 51.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.19% | $9M | 387.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.18% | $16M | 635.9K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.18% | $1M | 53.1K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.18% | $5M | 196.9K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.18% | $3M | 114.1K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.17% | $409,145 | 17.3K | Q4 2025OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.17% | $3M | 103.2K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.17% | $1M | 57.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.17% | $32M | 1.32M | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 0.17% | $236,583 | 9.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.17% | $12M | 510.8K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.16% | $678,676 | 27.8K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.16% | $734,359 | 30.1K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.16% | $253,339 | 10.7K | Q4 2025OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.16% | $1M | 45.2K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.15% | $1M | 44.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.15% | $41M | 1.67M | Q1 2026OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 0.15% | $309,753 | 12.7K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.15% | $2M | 85.0K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.14% | $3M | 104.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.14% | $4M | 150.7K | Q2 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.14% | $1M | 53.7K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.14% | $242,876 | 10.0K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.14% | $557,702 | 22.9K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.14% | $555,653 | 22.8K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.13% | $349,167 | 14.3K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.12% | $199,606 | 8.4K | Q4 2025OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.12% | $548,287 | 22.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.12% | $3M | 130.8K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.12% | $1M | 60.0K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.12% | $790,383 | 31.8K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.12% | $168,608 | 6.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.12% | $468,361 | 19.2K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.12% | $188,400 | 12.0K | Q3 2025OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.12% | $456,182 | 24.2K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.12% | $1M | 41.9K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.12% | $292,385 | 12.4K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.12% | $1M | 43.9K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.12% | $804,650 | 33.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.11% | $18M | 744.4K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.11% | $271,148 | 10.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.11% | $313M | 12.85M | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.11% | $147,706 | 6.1K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.11% | $299,387 | 12.3K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.11% | $299,387 | 12.3K | Q1 2026OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.11% | $1M | 43.8K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.11% | $2M | 73.9K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.11% | $1M | 61.2K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 0.10% | $194,694 | 10.0K | Q2 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.10% | $699,756 | 29.6K | Q4 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.10% | $2M | 87.1K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.10% | $3M | 137.0K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.10% | $930,161 | 38.1K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.10% | $6M | 228.4K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.10% | $543,950 | 23.0K | Q4 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.10% | $378,337 | 15.5K | Q1 2026OLDER |
| LGL PARTNERS, LLC$243M AUM | 0.10% | $243,900 | 10.0K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.10% | $328,309 | 13.9K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.10% | $2M | 85.4K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.10% | $328,655 | 13.5K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.10% | $827,431 | 33.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.10% | $7M | 351.3K | Q2 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.09% | $272,900 | 11.2K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.09% | $546,092 | 22.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.09% | $229,388 | 9.4K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.09% | $876,136 | 35.9K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.09% | $230,304 | 9.7K | Q4 2025OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.09% | $310,680 | 12.7K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.09% | $575,750 | 23.6K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.09% | $417,971 | 22.1K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.09% | $884,016 | 36.2K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.09% | $417,423 | 17.6K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.09% | $2M | 81.0K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.09% | $146,340 | 6.0K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.09% | $487,751 | 20.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.09% | $3M | 114.6K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.08% | $85,609 | 3.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.08% | $3M | 107.1K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.08% | $279,168 | 11.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.08% | $576,409 | 23.6K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.08% | $2M | 75.5K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.08% | $353,655 | 14.5K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.08% | $313,753 | 12.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.08% | $596,823 | 24.5K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.08% | $444,546 | 28.3K | Q3 2025OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.08% | $518,009 | 21.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.08% | $221,949 | 9.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $14M | 577.5K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.08% | $503,507 | 20.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $4M | 178.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.08% | $3M | 142.3K | Q4 2025OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.08% | $357,115 | 15.1K | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.07% | $19M | 799.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.07% | $4M | 205.5K | Q2 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.07% | $1M | 55.6K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.07% | $266,583 | 10.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 194.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.07% | $3M | 124.4K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.07% | $289,655 | 15.3K | Q2 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.07% | $331,100 | 14.0K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.07% | $17M | 758.0K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.07% | $200,242 | 8.2K | Q1 2026OLDER |
| HT Partners LLC$330M AUM | 0.07% | $229,266 | 9.4K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.07% | $273,168 | 11.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 69.2K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.06% | $320,753 | 13.2K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.06% | $662,725 | 27.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.06% | $338,411 | 13.9K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.06% | $398,844 | 16.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.06% | $5M | 211.7K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.06% | $731,700 | 30.0K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.06% | $797,846 | 32.7K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.06% | $104,814 | 4.4K | Q4 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.06% | $85,365 | 3.5K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.06% | $1M | 45.3K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $246,241 | 10.1K | Q1 2026OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.06% | $121,900 | 5.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.06% | $557,712 | 29.6K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 0.06% | $1M | 42.6K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.06% | $724,603 | 29.7K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.05% | $641,408 | 26.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.05% | $2M | 65.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 45.2K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $410,289 | 16.8K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.05% | $85,365 | 3.5K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $225,608 | 9.3K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.05% | $4M | 170.0K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.05% | $236,358 | 10.0K | Q4 2025OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.05% | $759,017 | 31.1K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $848,701 | 34.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $33M | 1.34M | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.05% | $85,140 | 3.6K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.05% | $596,700 | 24.5K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.05% | $229,266 | 9.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $387,613 | 15.9K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.05% | $12M | 497.4K | Q2 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.05% | $271,339 | 11.1K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.05% | $19M | 796.7K | Q4 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.04% | $112,276 | 6.0K | Q2 2026 |
| Crane Advisory, LLC$668M AUM | 0.04% | $295,168 | 11.5K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.04% | $66,146 | 2.7K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.04% | $958,449 | 39.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $4M | 155.8K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.04% | $392,679 | 16.1K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $373,777 | 15.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 373.1K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.04% | $502,434 | 20.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $21M | 874.9K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $284,814 | 30.5K | Q2 2026 |
| Evanson Financial, LLC$2.0B AUM | 0.04% | $854,886 | 45.3K | Q2 2026 |
| Clarity Financial LLC$919M AUM | 0.04% | $379,216 | 15.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $648,457 | 26.6K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.04% | $1M | 47.7K | Q4 2025OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.04% | $1M | 47.8K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.04% | $3M | 122.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 69.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $510,677 | 20.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $36M | 1.46M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 190.9K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.04% | $360,948 | 14.8K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.04% | $243,900 | 10.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $465,746 | 19.7K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.04% | $3M | 135.0K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $4M | 145.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $471,532 | 19.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 60.5K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.03% | $398,176 | 21.1K | Q2 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.03% | $374,191 | 15.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $893,516 | 36.6K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.03% | $157,000 | 10.0K | Q3 2025OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.03% | $292,680 | 12.0K | Q1 2026OLDER |
| Capital Planning Advisors, LLC$692M AUM | 0.03% | $222,559 | 9.1K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.03% | $146,340 | 6.0K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 48.9K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.03% | $121,950 | 5.0K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.03% | $55,289 | 2.9K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.03% | $347,375 | 14.7K | Q1 2026OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.03% | $407,874 | 16.7K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.03% | $4M | 156.6K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $457,156 | 16.2K | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.03% | $171,846 | 7.0K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.03% | $202,730 | 8.3K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.03% | $219,510 | 9.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $807,482 | 34.1K | Q4 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.03% | $236,500 | 10.0K | Q4 2025OLDER |
| GFI Investment Counsel Ltd.$731M AUM | 0.03% | $207,705 | 8.5K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $296,705 | 12.2K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $328,962 | 10.9K | Q4 2025OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.03% | $346,646 | 12.4K | Q4 2025OLDER |
| Hara Capital LLC$200M AUM | 0.03% | $54,268 | 2.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $25M | 1.02M | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $248,558 | 10.2K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.03% | $677,481 | 27.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 174.1K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.03% | $73,170 | 3.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $733,197 | 31.0K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $8M | 342.5K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.02% | $36,585 | 1.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $2M | 61.6K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $371,899 | 15.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $270,314 | 11.1K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $114,463 | 4.7K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $385,874 | 15.8K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.02% | $158,460 | 10.1K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $458,532 | 18.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $826,821 | 33.9K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $386,346 | 24.6K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $359,637 | 15.8K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $373,147 | 14.5K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.02% | $204,100 | 13.0K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $504,751 | 20.7K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $300,436 | 12.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $874,121 | 35.8K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 118.3K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.02% | $219,510 | 9.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $78M | 3.18M | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.02% | $4M | 268.6K | Q3 2025OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 0.02% | $245,043 | 10.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $12M | 506.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.02% | $76,585 | 3.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 145.0K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $765,529 | 31.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 61.8K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.02% | $1M | 48.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 480.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $99,462 | 4.1K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 0.02% | $585,360 | 24.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 51.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.02% | $3M | 122.1K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.02% | $131,706 | 5.4K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $100,536 | 5.3K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $396,906 | 16.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $16M | 650.2K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.01% | $298,300 | 19.0K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $233,693 | 9.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 53.0K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $86,097 | 3.5K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 99.6K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.01% | $285,242 | 11.7K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $136,584 | 5.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $111M | 4.56M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 54.2K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.01% | $614,189 | 25.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $69M | 2.85M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $39M | 1.59M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 132.6K | Q2 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $782,675 | 32.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $242,193 | 9.9K | Q1 2026OLDER |
| Douglass Winthrop Advisors, LLC$5.5B AUM | 0.01% | $618,286 | 25.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $161,057 | 6.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $60,975 | 2.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $314,431 | 16.7K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $328,432 | 17.4K | Q2 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $10M | 407.8K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $2M | 77.7K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $243,730 | 10.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $281,380 | 11.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $521,459 | 21.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $34M | 1.38M | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $162,149 | 10.3K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $708,237 | 29.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $447,198 | 18.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $45M | 1.84M | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $47,634 | 2.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $832,256 | 34.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $9M | 381.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $401,752 | 16.5K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $243,851 | 10.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $356,768 | 14.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 115.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $211,218 | 8.9K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 61.9K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.01% | $59,125 | 2.5K | Q4 2025OLDER |
| Gould Capital, LLC$165M AUM | 0.01% | $12,195 | 500 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $653,042 | 26.8K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.01% | $16,965 | 1.4K | Q2 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $18,293 | 750 | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $212,803 | 8.7K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $717,603 | 29.4K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $601,677 | 24.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $210,391 | 8.9K | Q4 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $227,998 | 9.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $239,488 | 15.3K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $113M | 4.76M | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $893,698 | 36.6K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $2M | 73.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $36,657 | 1.6K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $49M | 2.03M | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $644,408 | 26.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $396,350 | 16.8K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 214.1K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 0.01% | $279,241 | 11.4K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $364,375 | 14.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $151,218 | 6.2K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $372,530 | 23.7K | Q3 2025OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $2M | 80.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $15M | 595.5K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $170,078 | 10.8K | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $365,850 | 15.0K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $25,877 | 1.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $48,902 | 2.0K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.01% | $349,997 | 14.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.01% | $23,588 | 1.3K | Q2 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $337,582 | 13.8K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $28,260 | 1.8K | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $15,610 | 640 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $143,584 | 5.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $279,251 | 11.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $268M | 10.97M | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.00% | $4,878 | 200 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $498,946 | 20.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 118.8K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $29,268 | 1.2K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $90,243 | 3.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $71,024 | 2.9K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 58.2K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $30,745 | 1.3K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 117.9K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $42,683 | 1.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $514,458 | 21.8K | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $86,346 | 3.7K | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $21,025 | 862 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $22M | 886.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $283,485 | 11.6K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $27,122 | 1.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $73,170 | 3.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $37,805 | 1.6K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $243,900 | 10.0K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $35,244 | 1.4K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $215,852 | 8.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $488,490 | 19.0K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $8,122 | 333 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $39,024 | 1.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $534,385 | 21.9K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $607,921 | 24.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $124,267 | 5.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $12,927 | 530 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 58.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $49,540 | 2.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $304,509 | 12.5K | Q1 2026OLDER |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.00% | $12,794 | 678 | Q2 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $620 | 39.5K | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $196,250 | 12.5K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 80.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $387,119 | 15.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $428,654 | 17.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $13,949 | 572 | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $239,876 | 9.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $36,683 | 1.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $443,850 | 18.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 119.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $335,972 | 13.8K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $11,825 | 500 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 421.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $132,950 | 5.5K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $198,720 | 8.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $54,365 | 2.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $18,293 | 750 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.