SPROTT ASSET MANAGEMENT LP
CUSIP 85207H104
Sprott Asset Management LP has 668 institutional holders in Filings Flow’s 13F database, together reporting 135.95M shares worth $4.6B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Federation Des Caisses Desjardins Du Quebec, and Polar Asset Management Partners Inc..
Institutional Holders
668
Q1 2026
Reported Value
$4.6B
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 |
|---|---|---|---|---|
| Forest Hill Capital, LLC$152M AUM | 33.71% | $51M | 1.45M | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 15.98% | $28M | 788.3K | Q1 2026OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 15.31% | $34M | 956.6K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 13.18% | $143M | 4.32M | Q4 2025OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 10.97% | $12M | 329.0K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 10.58% | $73M | 2.07M | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 10.44% | $19M | 548.7K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 10.35% | $14M | 387.9K | Q1 2026OLDER |
| Mountain Lake Investment Management LLC$155M AUM | 10.31% | $16M | 450.3K | Q1 2026OLDER |
| Concorde Financial Corp$127M AUM | 10.12% | $18M | 616.7K | Q3 2025OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 10.01% | $12M | 341.2K | Q1 2026OLDER |
| WIT Partners Advisory Pte. Ltd.$342M AUM | 9.75% | $33M | 941.2K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 9.19% | $13M | 362.9K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 8.31% | $13M | 378.7K | Q1 2026OLDER |
| Knoll Capital Management, LLC$180M AUM | 7.61% | $14M | 387.1K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 7.30% | $136M | 3.84M | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 7.12% | $36M | 1.01M | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 6.78% | $30M | 835.0K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 6.64% | $170M | 4.79M | Q1 2026OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 6.54% | $8M | 233.7K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 6.28% | $30M | 853.3K | Q1 2026OLDER |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 6.00% | $8M | 233.6K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 5.83% | $21M | 581.4K | Q1 2026OLDER |
| JP Wealth Management, Inc.$159M AUM | 5.68% | $9M | 298.8K | Q2 2026 |
| Evanson Financial, LLC$2.0B AUM | 5.31% | $109M | 3.60M | Q2 2026 |
| Elevate Capital Advisors, LLC$155M AUM | 5.21% | $8M | 227.4K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 5.18% | $5M | 149.6K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 4.91% | $7M | 199.4K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 4.35% | $18M | 503.2K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 4.20% | $11M | 415.3K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 4.03% | $5M | 141.7K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 3.97% | $7M | 196.7K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 3.87% | $196M | 5.54M | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 3.79% | $4M | 124.5K | Q1 2026OLDER |
| Latigo Investments, LLC$201M AUM | 3.78% | $8M | 214.1K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 3.54% | $9M | 250.7K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 3.49% | $5M | 144.9K | Q1 2026OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 3.25% | $5M | 134.5K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 3.00% | $23M | 657.9K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 2.94% | $18M | 505.3K | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 2.88% | $4M | 109.8K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 2.87% | $62M | 1.74M | Q1 2026OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 2.87% | $3M | 87.6K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 2.62% | $4M | 113.1K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 2.54% | $200M | 6.06M | Q4 2025OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 2.48% | $8M | 213.6K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 2.18% | $75M | 2.11M | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 2.10% | $9M | 249.2K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 1.96% | $9M | 266.5K | Q1 2026OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 1.91% | $7M | 200.0K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.91% | $10M | 287.0K | Q1 2026OLDER |
| Pacific Sage Partners, LLC$636M AUM | 1.83% | $12M | 327.8K | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 1.79% | $3M | 75.5K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 1.76% | $7M | 203.9K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 1.72% | $12M | 328.5K | Q1 2026OLDER |
| Greenfield Seitz Capital Management, LLC$332M AUM | 1.64% | $5M | 153.7K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 1.64% | $8M | 277.7K | Q3 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 1.59% | $12M | 345.3K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 1.57% | $13M | 361.4K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 1.57% | $14M | 396.0K | Q1 2026OLDER |
| CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM | 1.53% | $3M | 72.5K | Q1 2026OLDER |
| VanWeelden Wealth Management, LLC$125M AUM | 1.52% | $2M | 53.7K | Q1 2026OLDER |
| Hedges Asset Management LLC$142M AUM | 1.51% | $2M | 65.0K | Q4 2025OLDER |
| Asset One Wealth Management LLC$904M AUM | 1.46% | $13M | 373.3K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 1.43% | $7M | 203.4K | Q2 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 1.42% | $29M | 863.4K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.37% | $19M | 543.9K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 1.37% | $16M | 443.3K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 1.36% | $10M | 275.0K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 1.34% | $2M | 66.7K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.33% | $6M | 165.5K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 1.30% | $14M | 455.7K | Q2 2026 |
| Lane Generational LLC$126M AUM | 1.29% | $2M | 45.9K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 1.25% | $5M | 140.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 1.23% | $79M | 2.22M | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 1.20% | $2M | 70.4K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.19% | $12M | 328.5K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 1.16% | $1M | 37.0K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 1.08% | $7M | 209.4K | Q1 2026OLDER |
| Collaborative Fund Advisors, LLC$162M AUM | 1.07% | $2M | 49.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 1.06% | $13M | 373.2K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 1.05% | $20M | 563.1K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 1.05% | $2M | 58.3K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.99% | $2M | 52.3K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.93% | $3M | 76.4K | Q1 2026OLDER |
| ADE, LLC$209M AUM | 0.89% | $2M | 52.2K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.88% | $3M | 96.0K | Q2 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.87% | $21M | 601.7K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.84% | $1M | 37.1K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.82% | $6M | 170.9K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.81% | $6M | 165.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.81% | $14M | 405.0K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.80% | $2M | 53.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.76% | $4M | 130.8K | Q4 2025OLDER |
| G&S Capital LLC$285M AUM | 0.76% | $2M | 60.9K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 0.75% | $2M | 51.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.74% | $206M | 5.82M | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.73% | $18M | 506.7K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.73% | $3M | 92.1K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.72% | $1M | 40.2K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.70% | $3M | 74.5K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.70% | $1M | 28.6K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 0.68% | $4M | 108.7K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.63% | $7M | 196.4K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.63% | $4M | 114.2K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.62% | $3M | 84.4K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.62% | $116M | 3.27M | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.61% | $927,758 | 31.3K | Q3 2025OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.59% | $956,455 | 27.0K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.58% | $3M | 88.1K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.57% | $2M | 72.2K | Q2 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 0.56% | $746,366 | 21.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.54% | $10M | 276.3K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.52% | $641,189 | 18.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.49% | $1M | 30.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.49% | $11M | 377.0K | Q3 2025OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.46% | $1M | 40.8K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 0.46% | $1M | 39.6K | Q2 2026 |
| CERTUITY, LLC$1.5B AUM | 0.46% | $7M | 196.6K | Q1 2026OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.45% | $1M | 46.6K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.44% | $2M | 59.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.43% | $10M | 272.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.43% | $6M | 176.3K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.43% | $22M | 617.3K | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.42% | $4M | 114.9K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.42% | $1M | 35.7K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.42% | $19M | 542.0K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.42% | $2M | 59.6K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.41% | $2M | 57.6K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.41% | $595,002 | 16.8K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.41% | $9M | 245.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.40% | $4M | 120.9K | Q2 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.40% | $891,529 | 25.2K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 0.39% | $1M | 39.1K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.38% | $3M | 73.4K | Q1 2026OLDER |
| Crown Wealth Group, LLC$340M AUM | 0.38% | $1M | 36.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.38% | $5M | 141.5K | Q1 2026OLDER |
| SMI Advisory Services, LLC$617M AUM | 0.37% | $2M | 71.9K | Q2 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.36% | $2M | 53.5K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.36% | $5M | 138.0K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 0.36% | $461,272 | 15.6K | Q3 2025OLDER |
| St. James Investment Company, LLC$638M AUM | 0.36% | $2M | 64.9K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.35% | $784,358 | 22.1K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.35% | $780,389 | 22.0K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.34% | $1M | 38.3K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.33% | $1M | 42.2K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.32% | $859,066 | 24.2K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.32% | $664,898 | 18.8K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.32% | $1M | 41.8K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.31% | $16M | 545.6K | Q2 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.31% | $2M | 45.5K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.30% | $800,306 | 22.6K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.30% | $354,400 | 10.0K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.29% | $3M | 87.2K | Q1 2026OLDER |
| Lumbard & Kellner, LLC$289M AUM | 0.29% | $845,598 | 23.9K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.29% | $498,634 | 15.9K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.29% | $55M | 1.56M | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.29% | $17M | 484.1K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.29% | $3M | 88.0K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.28% | $17M | 489.8K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.28% | $422,728 | 11.9K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.27% | $2M | 54.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.26% | $12M | 347.9K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 0.26% | $2M | 60.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.26% | $19M | 536.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.26% | $1M | 33.3K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.25% | $3M | 85.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.25% | $6M | 182.2K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.25% | $513,880 | 14.5K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.25% | $926,543 | 26.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.24% | $3M | 94.3K | Q1 2026OLDER |
| Stillwater Wealth Management Group$162M AUM | 0.24% | $382,752 | 10.8K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.23% | $766,177 | 21.6K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.23% | $320,555 | 9.0K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.23% | $245,280 | 6.9K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.23% | $673,360 | 19.0K | Q1 2026OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.23% | $343,768 | 9.7K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.22% | $2M | 44.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.22% | $6M | 171.1K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.22% | $360,389 | 10.2K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.22% | $607,938 | 17.2K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.22% | $513,880 | 14.5K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.21% | $2M | 50.0K | Q1 2026OLDER |
| Veracity Capital LLC$280M AUM | 0.21% | $598,334 | 16.9K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.21% | $287,670 | 8.7K | Q4 2025OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 0.21% | $215,617 | 6.1K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.21% | $216,007 | 6.1K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.21% | $867,890 | 24.5K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 0.21% | $277,034 | 7.8K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.20% | $986,402 | 27.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.20% | $2M | 48.7K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 0.20% | $779,680 | 22.0K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 0.19% | $532,512 | 15.0K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.19% | $283,520 | 8.0K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.19% | $1M | 31.3K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.19% | $732,156 | 20.7K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.19% | $3M | 84.6K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.19% | $233,818 | 7.8K | Q2 2026 |
| Security National Bank$838M AUM | 0.19% | $2M | 52.0K | Q2 2026 |
| Mendota Financial Group, LLC$161M AUM | 0.19% | $301,700 | 10.0K | Q2 2026 |
| CM WEALTH ADVISORS LLC$470M AUM | 0.19% | $875,900 | 24.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.18% | $8M | 237.1K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.18% | $1M | 37.8K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.18% | $1M | 41.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.18% | $48M | 1.35M | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.18% | $14M | 399.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.18% | $23M | 637.5K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.18% | $4M | 110.9K | Q2 2026 |
| Chicago Capital, LLC$3.7B AUM | 0.18% | $7M | 187.0K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 0.18% | $227,241 | 6.4K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.18% | $569,034 | 18.4K | Q2 2026 |
| Pacific Wealth Management$186M AUM | 0.18% | $326,934 | 9.2K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.17% | $488,605 | 13.7K | Q1 2026OLDER |
| TFR Capital, LLC.$326M AUM | 0.17% | $554,282 | 15.6K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.17% | $3M | 89.8K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.17% | $544,322 | 15.4K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.17% | $2M | 43.2K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.17% | $1M | 37.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.17% | $1M | 49.7K | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.16% | $3M | 76.4K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.16% | $287,064 | 8.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.16% | $90M | 2.53M | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.16% | $12M | 332.3K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.15% | $2M | 45.6K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.15% | $264,160 | 8.0K | Q4 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.15% | $212,640 | 6.0K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.15% | $244,018 | 7.4K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.15% | $6M | 180.5K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.15% | $260,081 | 8.2K | Q3 2025OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.15% | $905,312 | 30.0K | Q2 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.15% | $354,400 | 10.0K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.14% | $361,488 | 10.2K | Q1 2026OLDER |
| Forza Wealth Management, LLC$287M AUM | 0.14% | $411,565 | 11.6K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.14% | $23M | 635.1K | Q1 2026OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.14% | $255,168 | 7.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.14% | $4M | 109.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.14% | $9M | 245.1K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.14% | $2M | 73.0K | Q2 2026 |
| NDWM LLC$154M AUM | 0.13% | $208,068 | 5.9K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.13% | $16M | 445.6K | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.13% | $2M | 58.1K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 0.13% | $8M | 236.1K | Q4 2025OLDER |
| True North Advisors, LLC$877M AUM | 0.13% | $1M | 30.7K | Q4 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.13% | $16M | 456.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.13% | $14M | 378.9K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.13% | $939,798 | 26.5K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.13% | $330,200 | 10.0K | Q4 2025OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.13% | $354,400 | 10.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.13% | $6M | 164.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.12% | $1M | 40.4K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.12% | $3M | 78.8K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.12% | $395,877 | 12.0K | Q4 2025OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.12% | $1M | 31.5K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.12% | $260,970 | 8.7K | Q2 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.12% | $1M | 41.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.12% | $3M | 88.8K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.12% | $311,376 | 8.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.11% | $3M | 82.6K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.11% | $2M | 50.3K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.11% | $2M | 54.0K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.11% | $831,741 | 23.5K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.11% | $590,233 | 17.9K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.11% | $26M | 750.3K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.11% | $524,491 | 14.8K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.11% | $1M | 35.8K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.11% | $2M | 52.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $3M | 89.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.11% | $23M | 638.6K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.11% | $373,857 | 10.5K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.10% | $154,794 | 5.2K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.10% | $873,491 | 24.7K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.10% | $393,774 | 11.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.10% | $2M | 43.3K | Q2 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC$837M AUM | 0.10% | $845,917 | 23.9K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.10% | $212,994 | 6.0K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.10% | $826,709 | 23.3K | Q1 2026OLDER |
| PECAUT & CO.$308M AUM | 0.10% | $308,328 | 8.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.10% | $1M | 38.5K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.10% | $546,308 | 15.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.10% | $8M | 234.1K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.09% | $1M | 36.5K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.09% | $214,943 | 6.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.09% | $2M | 48.7K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.09% | $1M | 32.7K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.09% | $371,588 | 10.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.09% | $8M | 227.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $401,429 | 11.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $7M | 209.1K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.09% | $657,341 | 18.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.09% | $17M | 467.1K | Q1 2026OLDER |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.09% | $279,976 | 7.9K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.09% | $386,296 | 10.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.09% | $246,485 | 7.0K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.09% | $201,299 | 5.7K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.09% | $283,520 | 8.0K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.09% | $3M | 79.9K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.08% | $1M | 36.0K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.08% | $601,169 | 17.0K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.08% | $360,389 | 10.2K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.08% | $198,464 | 5.6K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.08% | $211,877 | 6.4K | Q4 2025OLDER |
| Bulwark Capital Corp$178M AUM | 0.08% | $144,273 | 4.8K | Q2 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.08% | $217,070 | 6.1K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.08% | $217,070 | 6.1K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.08% | $1M | 46.2K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $39M | 1.11M | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.08% | $3M | 97.4K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.08% | $5M | 130.1K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.08% | $1M | 42.0K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.08% | $191,376 | 5.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.08% | $329,592 | 9.3K | Q1 2026OLDER |
| Bleichroeder LP$579M AUM | 0.08% | $444,418 | 12.5K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.08% | $203,182 | 5.5K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 91.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.08% | $246,527 | 8.3K | Q3 2025OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.08% | $2M | 62.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $4M | 122.2K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.08% | $2M | 50.3K | Q2 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.07% | $457,176 | 12.9K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.07% | $470,962 | 13.3K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.07% | $369,945 | 12.3K | Q2 2026 |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.07% | $460,720 | 13.0K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.07% | $543,189 | 15.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $51M | 1.43M | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.07% | $2M | 65.2K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.07% | $102,670 | 2.9K | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.07% | $3M | 95.9K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.07% | $498,677 | 14.1K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.07% | $561,615 | 18.6K | Q2 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.07% | $336,680 | 9.5K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 0.07% | $244,182 | 6.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.07% | $2M | 58.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.07% | $6M | 163.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $61M | 1.73M | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.07% | $630,548 | 17.8K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.06% | $912,974 | 30.3K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 78.2K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.06% | $285,755 | 8.7K | Q4 2025OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.06% | $213,172 | 6.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.06% | $639,338 | 18.0K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.06% | $375,451 | 10.6K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.06% | $531,600 | 15.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.06% | $920,569 | 26.0K | Q1 2026OLDER |
| KEATING INVESTMENT COUNSELORS INC$404M AUM | 0.06% | $248,434 | 7.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.06% | $251,978 | 7.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.06% | $11M | 303.3K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.06% | $283,520 | 8.0K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.06% | $556,904 | 15.7K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.06% | $164,006 | 5.5K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.06% | $1M | 31.6K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $2M | 68.1K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.06% | $360,326 | 10.2K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.06% | $8M | 222.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.06% | $321M | 9.07M | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.06% | $389,840 | 11.0K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 0.06% | $266,154 | 7.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.06% | $170,466 | 4.8K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.06% | $376,974 | 12.5K | Q2 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.06% | $237,448 | 6.7K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.05% | $458,312 | 15.2K | Q2 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 0.05% | $558,003 | 15.7K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.05% | $321,902 | 9.1K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.05% | $13M | 375.6K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.05% | $260,839 | 7.4K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.05% | $3M | 76.8K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.05% | $490,737 | 13.8K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.05% | $17M | 461.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.05% | $4M | 110.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 44.8K | Q1 2026OLDER |
| Madrona Financial Services, LLC$457M AUM | 0.05% | $227,508 | 6.9K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.05% | $5M | 150.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $46M | 1.29M | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 74.9K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.05% | $653,266 | 18.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $762,853 | 21.5K | Q1 2026OLDER |
| Clarity Financial LLC$919M AUM | 0.05% | $427,796 | 12.1K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.05% | $2M | 57.5K | Q1 2026OLDER |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.04% | $464,299 | 13.1K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.04% | $69,108 | 1.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 80.7K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.04% | $228,786 | 6.5K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.04% | $1M | 37.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.04% | $3M | 99.7K | Q2 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.04% | $4M | 103.6K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.04% | $108,672 | 3.6K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $29M | 815.5K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.04% | $166,746 | 4.7K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $592,876 | 16.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.04% | $26M | 724.5K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.04% | $623,426 | 17.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 230.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 31.5K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.04% | $293,975 | 8.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $2M | 69.9K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.04% | $283,520 | 8.0K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.04% | $80,485 | 2.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.04% | $115,180 | 3.3K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $514,660 | 14.5K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $691,966 | 19.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $1M | 40.0K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.04% | $394,695 | 11.1K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $310,194 | 8.6K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.04% | $205,410 | 5.8K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 31.9K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.04% | $45,526 | 1.5K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $619,548 | 17.1K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.03% | $660,070 | 18.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $16M | 454.5K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.03% | $214,058 | 6.0K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $211,990 | 7.2K | Q3 2025OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.03% | $231,068 | 6.5K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $643,945 | 18.2K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.03% | $6M | 172.9K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.03% | $87M | 2.45M | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $573,195 | 16.2K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.03% | $636,830 | 21.5K | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.03% | $485,493 | 13.7K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $487,796 | 13.8K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.03% | $73,538 | 2.1K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.03% | $254,849 | 7.2K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.03% | $12M | 374.0K | Q4 2025OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.03% | $608,662 | 20.5K | Q3 2025OLDER |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.03% | $283,520 | 8.0K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 0.03% | $304,784 | 8.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $457,105 | 12.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $337,235 | 9.6K | Q4 2025OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.03% | $315,704 | 9.6K | Q4 2025OLDER |
| Intelligent Financial Strategies$192M AUM | 0.03% | $53,798 | 1.5K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $343,544 | 9.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 64.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $30M | 858.3K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.03% | $306,840 | 8.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $234,838 | 7.1K | Q4 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.03% | $77,897 | 2.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $17M | 481.0K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $386,335 | 11.0K | Q4 2025OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.03% | $225,717 | 6.4K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.03% | $290,147 | 8.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $353,780 | 9.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $9M | 241.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 113.9K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.02% | $349,084 | 9.8K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.02% | $164,605 | 5.4K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $374,106 | 11.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 32.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $932,804 | 26.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.02% | $900,566 | 25.4K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $383,319 | 10.8K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $323,177 | 9.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $84M | 2.36M | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.02% | $247,017 | 7.0K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.02% | $295,794 | 9.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $71M | 2.01M | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $24M | 692.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $1M | 40.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $132,794 | 3.7K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $761,960 | 21.5K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.02% | $211,763 | 7.0K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 53.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $367,867 | 10.4K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $232,593 | 6.6K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.02% | $202,357 | 5.7K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.02% | $1M | 35.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $269,720 | 8.9K | Q2 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.02% | $264,655 | 8.9K | Q3 2025OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.02% | $233,975 | 6.6K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.02% | $201,120 | 6.8K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 64.2K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.02% | $893,159 | 25.2K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.02% | $285,292 | 8.1K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.02% | $26,084 | 736 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $28M | 799.6K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $731,163 | 20.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $64M | 1.80M | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 88.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $307,215 | 8.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $119,664 | 3.6K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.02% | $54,223 | 1.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $177,200 | 5.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $771,139 | 21.8K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $343,662 | 9.7K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $255,436 | 7.0K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $211,222 | 6.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.02% | $138,429 | 3.9K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.02% | $708,800 | 20.0K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.02% | $2M | 60.2K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.02% | $35,440 | 1.0K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $249,285 | 7.0K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $387,879 | 10.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $20,272 | 572 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.01% | $96,544 | 3.2K | Q2 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $398,364 | 11.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $1M | 30.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 55.2K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.01% | $33,893 | 1.3K | Q2 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $428,363 | 12.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $292,013 | 8.1K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $47,844 | 1.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 39.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.