SPROTT ASSET MANAGEMENT LP
CUSIP 85208R101
Sprott Asset Management LP has 454 institutional holders in Filings Flow’s 13F database, together reporting 58.40M shares worth $2.7B as of Q1 2026. The largest reported holders are Morgan Stanley, Central Trust Co, and Bleakley Financial Group, LLC.
Institutional Holders
454
Q1 2026
Reported Value
$2.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gem Investment Advisors, LLC$102M AUM | 8.80% | $9M | 187.6K | Q1 2026 |
| TrustWell Financial Advisors, LLC$106M AUM | 8.21% | $9M | 183.0K | Q1 2026 |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 5.50% | $46M | 961.5K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 4.57% | $232M | 4.86M | Q1 2026 |
| Cadence Wealth Management LLC$240M AUM | 4.26% | $10M | 214.1K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 4.16% | $26M | 544.3K | Q1 2026 |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 3.74% | $10M | 203.9K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 3.61% | $7M | 150.8K | Q4 2025OLDER |
| Cable Car Capital, LP$289M AUM | 3.30% | $10M | 200.0K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 3.13% | $200M | 4.19M | Q1 2026 |
| New Harbor Financial Group, LLC$567M AUM | 2.77% | $16M | 329.7K | Q1 2026 |
| Cheviot Value Management, LLC$996M AUM | 2.75% | $27M | 573.8K | Q1 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 2.67% | $4M | 77.2K | Q1 2026 |
| PYA Waltman Capital, LLC$361M AUM | 2.53% | $9M | 191.3K | Q1 2026 |
| MATAURO, LLC$692M AUM | 2.32% | $16M | 336.1K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 2.19% | $3M | 61.7K | Q1 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 2.15% | $4M | 132.7K | Q2 2025OLDER |
| Financial Planning Navigators CORP$228M AUM | 2.11% | $5M | 100.8K | Q1 2026 |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 2.00% | $3M | 65.8K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 1.85% | $27M | 565.0K | Q1 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 1.84% | $2M | 80.9K | Q2 2025OLDER |
| Logan Stone Capital, LLC$360M AUM | 1.67% | $6M | 125.7K | Q1 2026 |
| Wilmar Advisors LLC$116M AUM | 1.65% | $2M | 40.0K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 1.65% | $6M | 125.8K | Q1 2026 |
| Fore Capital, LLC$162M AUM | 1.65% | $5M | 110.0K | Q4 2025OLDER |
| Pacific Sage Partners, LLC$636M AUM | 1.47% | $9M | 195.9K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 1.40% | $83M | 1.74M | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 1.38% | $3M | 60.5K | Q1 2026 |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 1.29% | $6M | 120.4K | Q1 2026 |
| Demars Financial Group, LLC$304M AUM | 1.28% | $4M | 81.4K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 1.27% | $2M | 51.5K | Q1 2026 |
| Sunbeam Capital Management, LLC$175M AUM | 1.17% | $2M | 42.8K | Q1 2026 |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 1.11% | $9M | 198.0K | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 1.03% | $38M | 797.6K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 0.91% | $5M | 106.6K | Q1 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.91% | $4M | 75.0K | Q1 2026 |
| SPROTT INC.$3.4B AUM | 0.90% | $31M | 648.7K | Q1 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.90% | $169M | 3.55M | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.88% | $1M | 29.8K | Q1 2026 |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.83% | $8M | 167.0K | Q1 2026 |
| Andina Capital Management, LLC$113M AUM | 0.82% | $930,969 | 19.5K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.81% | $4M | 88.8K | Q1 2026 |
| Oppenheimer & Close, LLC$159M AUM | 0.73% | $1M | 24.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.71% | $15M | 320.8K | Q1 2026 |
| 4WEALTH ADVISORS, INC.$130M AUM | 0.68% | $793,215 | 17.5K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.67% | $1M | 25.3K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.63% | $17M | 356.2K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.63% | $13M | 287.7K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.58% | $3M | 71.2K | Q1 2026 |
| North Forty Two & Co.$108M AUM | 0.58% | $625,132 | 13.1K | Q1 2026 |
| LINCOLN CAPITAL CORP$272M AUM | 0.57% | $2M | 42.9K | Q3 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.55% | $967,762 | 20.3K | Q1 2026 |
| Accordant Advisory Group Inc$161M AUM | 0.54% | $864,544 | 18.1K | Q1 2026 |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.53% | $721,192 | 15.1K | Q1 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.53% | $5M | 105.5K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.52% | $4M | 92.7K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.51% | $664,304 | 13.7K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.49% | $2M | 40.2K | Q1 2026 |
| Cannell & Spears LLC$5.1B AUM | 0.45% | $23M | 483.0K | Q1 2026 |
| Hardin Capital Partners, LLC$215M AUM | 0.44% | $956,500 | 20.0K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.44% | $4M | 74.4K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.41% | $2M | 32.0K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.40% | $4M | 85.4K | Q1 2026 |
| Kellett Wealth Advisors, LLC$184M AUM | 0.40% | $738,324 | 15.5K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.39% | $4M | 90.8K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.38% | $3M | 56.0K | Q1 2026 |
| Harfst & Associates, Inc.$560M AUM | 0.38% | $2M | 44.1K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.38% | $9M | 178.9K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.37% | $17M | 359.9K | Q1 2026 |
| waypoint wealth counsel$193M AUM | 0.37% | $715,800 | 15.0K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.36% | $3M | 67.2K | Q1 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.36% | $435,225 | 8.8K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.35% | $5M | 105.6K | Q1 2026 |
| Stenham Asset Management Ltd$206M AUM | 0.35% | $715,800 | 15.0K | Q1 2026 |
| Midwest Financial Group LLC$234M AUM | 0.34% | $799,692 | 16.8K | Q1 2026 |
| St. James Investment Company, LLC$638M AUM | 0.32% | $2M | 42.9K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.31% | $6M | 128.0K | Q1 2026 |
| Guardian Partners Inc.$1.2B AUM | 0.31% | $4M | 100.1K | Q3 2025OLDER |
| Graney & King, LLC$186M AUM | 0.31% | $576,124 | 12.1K | Q1 2026 |
| WJ Financial Advisors LLC$124M AUM | 0.30% | $372,216 | 7.8K | Q1 2026 |
| Independent Family Office, LLC$243M AUM | 0.30% | $722,481 | 15.1K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.29% | $3M | 52.8K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.28% | $614,443 | 12.9K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.27% | $652,189 | 13.7K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.27% | $1M | 27.4K | Q1 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.27% | $1M | 22.8K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.26% | $656,484 | 13.8K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.25% | $8M | 161.7K | Q1 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.25% | $3M | 52.5K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.25% | $1M | 22.6K | Q1 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 0.24% | $792,152 | 16.6K | Q1 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.24% | $609,598 | 13.3K | Q4 2025OLDER |
| Fulcrum Equity Management$136M AUM | 0.23% | $239,459 | 5.0K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.23% | $611,866 | 12.8K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.23% | $3M | 60.3K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.22% | $829,756 | 17.4K | Q1 2026 |
| Tenzing Financial LLC$146M AUM | 0.22% | $296,318 | 6.2K | Q1 2026 |
| Ketron Financial$279M AUM | 0.22% | $620,694 | 13.0K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 0.22% | $1M | 25.5K | Q1 2026 |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.22% | $299,166 | 6.5K | Q4 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.21% | $855,202 | 27.0K | Q1 2026 |
| Cannon Advisors, Inc.$135M AUM | 0.21% | $281,596 | 5.9K | Q1 2026 |
| Expressive Wealth LLC$105M AUM | 0.20% | $211,302 | 4.3K | Q1 2026 |
| Veracity Capital LLC$280M AUM | 0.20% | $563,016 | 11.8K | Q1 2026 |
| Northern Capital Management, Inc.$199M AUM | 0.20% | $399,894 | 8.4K | Q1 2026 |
| Chicago Capital, LLC$3.7B AUM | 0.20% | $7M | 155.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.20% | $9M | 197.6K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.20% | $449,761 | 9.4K | Q1 2026 |
| Verity Asset Management, Inc.$238M AUM | 0.19% | $457,826 | 9.6K | Q1 2026 |
| Carmel Capital Partners, LLC$277M AUM | 0.18% | $506,118 | 10.6K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.18% | $852,152 | 17.6K | Q1 2026 |
| Clay Northam Wealth Management, LLC$178M AUM | 0.18% | $320,726 | 6.7K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.18% | $3M | 61.0K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.17% | $11M | 237.8K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.17% | $2M | 49.2K | Q4 2025OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.16% | $285,461 | 6.0K | Q1 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.16% | $385,244 | 8.1K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.16% | $1M | 30.9K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.15% | $5M | 110.4K | Q1 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.15% | $203,574 | 4.3K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.14% | $12M | 253.9K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.14% | $608,955 | 12.8K | Q1 2026 |
| CLG LLC$403M AUM | 0.14% | $548,555 | 11.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.14% | $8M | 173.7K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.13% | $798,165 | 16.7K | Q1 2026 |
| Ardent Capital Management, Inc.$234M AUM | 0.13% | $310,419 | 6.5K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.13% | $452,290 | 9.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.13% | $2M | 34.5K | Q1 2026 |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.13% | $350,694 | 7.3K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.13% | $346,829 | 7.3K | Q1 2026 |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.13% | $381,760 | 8.0K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.13% | $340,005 | 7.1K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.13% | $340,005 | 7.1K | Q1 2026 |
| Inlight Wealth Management, LLC$270M AUM | 0.13% | $341,484 | 7.2K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.13% | $2M | 33.0K | Q1 2026 |
| Resurgent Financial Advisors LLC$277M AUM | 0.12% | $337,858 | 7.1K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.12% | $458,112 | 9.6K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.12% | $3M | 54.9K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 0.12% | $190,260 | 4.0K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.12% | $289,875 | 6.1K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.11% | $376,338 | 8.2K | Q4 2025OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.11% | $494,284 | 10.4K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.11% | $260,599 | 5.5K | Q1 2026 |
| Purkiss Capital Advisors LLC$227M AUM | 0.11% | $250,530 | 5.3K | Q1 2026 |
| Trevian Wealth Management LLC$203M AUM | 0.11% | $201,795 | 5.5K | Q3 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.11% | $271,255 | 5.4K | Q1 2026 |
| Financial Sense Advisors, Inc.$493M AUM | 0.11% | $517,810 | 10.9K | Q1 2026 |
| Wealth Quarterback LLC$254M AUM | 0.10% | $261,589 | 5.5K | Q1 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 0.10% | $1M | 22.3K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.10% | $1M | 22.3K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 42.2K | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.10% | $289,447 | 7.9K | Q3 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.10% | $296,150 | 6.2K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.10% | $1M | 29.0K | Q1 2026 |
| Argent Trust Co$2.9B AUM | 0.10% | $3M | 60.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.10% | $5M | 94.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.10% | $3M | 59.1K | Q1 2026 |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.09% | $2M | 34.9K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.09% | $412,778 | 8.7K | Q1 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.09% | $958,027 | 20.1K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.09% | $226,050 | 4.7K | Q1 2026 |
| CHICAGO TRUST Co NA$626M AUM | 0.09% | $585,095 | 12.8K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.09% | $8M | 166.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.09% | $2M | 31.8K | Q1 2026 |
| Mayfair Advisory Group, LLC$286M AUM | 0.09% | $230,700 | 5.0K | Q4 2025OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.09% | $681,528 | 14.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.09% | $5M | 94.8K | Q1 2026 |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.09% | $586,527 | 12.3K | Q1 2026 |
| Ruedi Wealth Management, Inc.$388M AUM | 0.09% | $334,469 | 7.0K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.09% | $2M | 31.8K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $3M | 75.9K | Q4 2025OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 0.08% | $437,259 | 9.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.08% | $52M | 1.09M | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.08% | $3M | 71.1K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.08% | $229,000 | 5.0K | Q4 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.08% | $510,652 | 10.7K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.08% | $238,600 | 5.0K | Q1 2026 |
| Schiavi & Co LLC$337M AUM | 0.07% | $225,857 | 4.9K | Q4 2025OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.07% | $1M | 28.7K | Q1 2026 |
| BCS Wealth Management$490M AUM | 0.07% | $351,792 | 7.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 40.7K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.07% | $1M | 27.0K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $574,716 | 12.5K | Q4 2025OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.07% | $78,738 | 1.6K | Q1 2026 |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.07% | $257,688 | 5.4K | Q1 2026 |
| Grandview Asset Management LLC$342M AUM | 0.07% | $229,056 | 4.8K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $230,917 | 4.8K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.07% | $1M | 29.6K | Q1 2026 |
| Covenant Asset Management, LLC$664M AUM | 0.07% | $437,307 | 9.2K | Q1 2026 |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.07% | $285,652 | 6.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.06% | $5M | 111.8K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.06% | $292,763 | 6.1K | Q1 2026 |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.06% | $238,600 | 5.0K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.06% | $395,941 | 8.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.06% | $6M | 119.2K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.06% | $601,272 | 12.6K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.06% | $16M | 339.5K | Q1 2026 |
| AEGIS FINANCIAL CORP$580M AUM | 0.06% | $356,659 | 7.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 117.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $13M | 269.9K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.06% | $1M | 21.9K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.06% | $734,385 | 24.4K | Q2 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.06% | $165M | 3.46M | Q1 2026 |
| CAMDEN NATIONAL BANK$739M AUM | 0.06% | $437,449 | 9.2K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.06% | $5M | 95.0K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.06% | $117,534 | 2.5K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.06% | $2M | 39.4K | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 0.06% | $682,671 | 14.3K | Q1 2026 |
| Perkins Coie Trust Co$603M AUM | 0.06% | $286,320 | 6.0K | Q1 2026 |
| Holos Integrated Wealth LLC$198M AUM | 0.05% | $108,468 | 2.3K | Q1 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 0.05% | $316,145 | 6.6K | Q1 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM | 0.05% | $674,045 | 14.1K | Q1 2026 |
| London & Capital Asset Management Ltd$9.2B AUM | 0.05% | $677,598 | 22.5K | Q2 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $244,183 | 5.1K | Q1 2026 |
| Philip James Wealth Mangement, LLC$870M AUM | 0.05% | $442,603 | 9.3K | Q1 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.05% | $494,856 | 10.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.05% | $4M | 86.4K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 23.3K | Q1 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.05% | $517,428 | 10.8K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.05% | $146,926 | 3.2K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.05% | $698,443 | 14.6K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.05% | $627,280 | 13.1K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.05% | $142,788 | 3.0K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 22.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 55.5K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $314,713 | 6.6K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.04% | $19M | 641.8K | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $12M | 294.7K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.04% | $1M | 29.1K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.04% | $215,026 | 4.5K | Q1 2026 |
| Richard C. Young & CO., LTD.$1.2B AUM | 0.04% | $507,499 | 10.6K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.04% | $354,560 | 7.4K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $782,608 | 16.4K | Q1 2026 |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.04% | $118,870 | 2.5K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.04% | $874,135 | 18.3K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.04% | $110,070 | 3.0K | Q3 2025OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.04% | $954,400 | 20.0K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.04% | $24M | 503.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.04% | $10M | 213.7K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.04% | $529,931 | 11.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 33.7K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.04% | $759,599 | 20.7K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $265,136 | 5.8K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 95.0K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $7M | 141.3K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $290,718 | 6.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 69.0K | Q1 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.04% | $285,270 | 6.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $3M | 54.2K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 57.7K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $286,320 | 6.0K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.03% | $511,606 | 10.7K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.03% | $290,758 | 6.1K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.03% | $2M | 45.4K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.03% | $231,681 | 4.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 133.9K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 26.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 118.2K | Q1 2026 |
| Advantage Trust Co$223M AUM | 0.03% | $66,808 | 1.4K | Q1 2026 |
| Sepio Capital, LP$1.8B AUM | 0.03% | $547,110 | 11.5K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $324,018 | 6.8K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.03% | $199,470 | 4.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.03% | $158M | 3.32M | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.03% | $406,383 | 8.5K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $367,062 | 7.7K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.03% | $3M | 56.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 38.3K | Q2 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.03% | $41,220 | 900 | Q4 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.03% | $450,954 | 9.4K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.03% | $404,379 | 8.5K | Q1 2026 |
| Suncoast Equity Management$833M AUM | 0.03% | $211,877 | 4.4K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $2M | 32.5K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $8M | 171.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 345.4K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.02% | $272,523 | 5.7K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 22.7K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $340,569 | 7.4K | Q4 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $3M | 58.9K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $207,690 | 6.9K | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 92.4K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.02% | $477,200 | 10.0K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.02% | $345,732 | 7.2K | Q1 2026 |
| DDD Partners, LLC$1.5B AUM | 0.02% | $299,920 | 6.3K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.02% | $207,910 | 4.4K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $388,918 | 8.2K | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.02% | $572,640 | 12.0K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $264,130 | 5.5K | Q1 2026 |
| Hemenway Trust Co LLC$1.2B AUM | 0.02% | $246,235 | 5.2K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $277,874 | 5.8K | Q1 2026 |
| Quilter Plc$5.7B AUM | 0.02% | $1M | 25.6K | Q4 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $285,318 | 6.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 198.2K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.02% | $286,320 | 6.0K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.02% | $251,474 | 6.9K | Q3 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.02% | $31,700 | 864 | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $55,641 | 1.2K | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.02% | $71,580 | 1.5K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.02% | $2M | 31.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 338.4K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 35.7K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.02% | $206,100 | 4.5K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 55.6K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $291,665 | 6.1K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $392,827 | 8.6K | Q4 2025OLDER |
| Legend Financial Advisors, Inc.$155M AUM | 0.02% | $24,321 | 808 | Q2 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 26.0K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $212,115 | 4.4K | Q1 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.02% | $1M | 25.1K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $282,168 | 5.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $258M | 5.63M | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.02% | $245,305 | 5.4K | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $314,952 | 6.6K | Q1 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM | 0.02% | $74,252 | 1.6K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 67.6K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $136,050 | 2.9K | Q1 2026 |
| CSS LLC/IL$2.1B AUM | 0.01% | $308,748 | 6.5K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $4M | 100.0K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 254.1K | Q1 2026 |
| Semmax Financial Advisors Inc.$388M AUM | 0.01% | $54,252 | 1.7K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $45M | 939.1K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.01% | $66,808 | 1.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 199.3K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.01% | $241,040 | 4.8K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $17M | 361.6K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $415,021 | 8.7K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $233,627 | 4.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 147.6K | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $41,755 | 875 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $16,224 | 539 | Q2 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $729,973 | 15.3K | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $239,888 | 5.0K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $383,192 | 8.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $13M | 323.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $43M | 909.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $150,031 | 3.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $731,786 | 15.3K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $546,394 | 11.4K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $225,840 | 4.9K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $430,864 | 9.0K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $219,113 | 6.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $56M | 1.18M | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 78.5K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $327,789 | 6.9K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $730,116 | 15.3K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $77,860 | 1.7K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $715,800 | 15.0K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $124,072 | 2.6K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $441,973 | 9.3K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $132,184 | 2.8K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.01% | $40,562 | 850 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 50.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 35.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 57.0K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 208.2K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 62.3K | Q3 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $139,199 | 2.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $224,284 | 4.7K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $317,815 | 6.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 23.3K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $12,169 | 255 | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $285,127 | 6.0K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $882,247 | 18.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 273.1K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $434,252 | 9.1K | Q1 2026 |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.01% | $215,312 | 4.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $85,180 | 1.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $224,558 | 4.9K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $203,287 | 4.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $204,003 | 4.3K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $210,944 | 7.4K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $42,948 | 900 | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $292,380 | 6.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $329,507 | 6.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 120.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 125.8K | Q1 2026 |
| Trust Co$1.1B AUM | 0.01% | $66,856 | 1.4K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $33,881 | 710 | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.01% | $481,256 | 10.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $127,460 | 2.7K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $2M | 44.5K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $234,830 | 4.9K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $502,444 | 10.5K | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $143,160 | 3.0K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $551,405 | 11.6K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.01% | $354,655 | 7.4K | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.01% | $22,953 | 481 | Q1 2026 |
| Clark Wealth Partners$149M AUM | 0.01% | $8,113 | 170 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $42,140 | 1.4K | Q2 2025OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $14,126 | 385 | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $47,720 | 1.0K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $292,205 | 6.1K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 22.4K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $152,036 | 3.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $208,025 | 3.6K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 23.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $262,740 | 5.5K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $3M | 60.7K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $38,287 | 1.3K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 213.7K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $30,949 | 649 | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.00% | $226,909 | 4.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $864,782 | 18.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $33M | 697.4K | Q1 2026 |
| Lummis Asset Management, LP$167M AUM | 0.00% | $7,158 | 150 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $76,352 | 1.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $255,431 | 5.4K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $238,160 | 5.2K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $983,595 | 20.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 347.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 53.9K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $235,345 | 5.1K | Q4 2025OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $8,439 | 230 | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $1M | 30.0K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $544,008 | 11.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 44.4K | Q4 2025OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.00% | $4,438 | 93 | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $296,866 | 6.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $69,561 | 1.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $551,166 | 11.6K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $9,544 | 200 | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $238,600 | 5.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $114,528 | 2.4K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $407,481 | 8.5K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $15,653 | 328 | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $4,772 | 100 | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $9,544 | 200 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $18M | 384.4K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $520,387 | 10.9K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $248,144 | 5.2K | Q1 2026 |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $31,018 | 650 | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $227,052 | 4.8K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $71,580 | 1.5K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $220,559 | 7.3K | Q2 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $408,913 | 8.6K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $207,519 | 5.7K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 39.4K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $47,720 | 1.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $40,228 | 843 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $321,653 | 7.0K | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $47,720 | 1.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 31.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 630.2K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $32,060 | 700 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 37.6K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 33.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $434,586 | 9.1K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $147,932 | 3.1K | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $18,320 | 400 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $143,160 | 3.0K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $358,616 | 7.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $109,920 | 2.4K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $204,145 | 4.2K | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $25,985 | 659 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $187,635 | 3.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $10,305 | 225 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 53.1K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1M | 25.0K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $4,963 | 104 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $628,854 | 13.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 129.1K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $3,255 | 68 | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $471,760 | 9.9K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $11,450 | 250 | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $420,795 | 8.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $23,225 | 633 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $83,845 | 1.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $23M | 509.3K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $9,544 | 200 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $13M | 270.3K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $16,273 | 341 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $19,053 | 633 | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $366,262 | 8.0K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $241,750 | 5.1K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $66,808 | 1.4K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $16,416 | 344 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $799,405 | 16.8K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 35.8K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $321,108 | 6.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 160.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $491,087 | 10.3K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $161,771 | 3.4K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $5,569 | 185 | Q2 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $3,245 | 68 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $9,160 | 200 | Q4 2025OLDER |
| Midway Capital Research & Management$106M AUM | 0.00% | $620 | 13 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $33,755 | 920 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 96.4K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 28.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $226,670 | 4.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,548 | 242 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $14,793 | 323 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 29.4K | Q1 2026 |
| Credential Qtrade Securities Inc.$1.9B AUM | 0.00% | $5,594 | 275 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $57,200 | 1.6K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $16,702 | 350 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,102 | 65 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $1,113 | 30 | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $588,786 | 19.6K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $304,830 | 6.4K | Q1 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.00% | $239 | 5 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.