SPDR Gold Minishares TrustGLDMETF
13F holders, Q4 2025 (December 31)874holders +124
115new positions
55sold out
7famous investors
$85.53avg. 13F price*
At the end of Q4 2025, 874 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 124 from Q3 2025. 115 opened new positions and 55 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($1.6B), Morgan Stanley ($901.7M) and Wells Fargo & Company ($675.6M). 7 famous investors held it, including Chris Bloomstran (0.2% of Semper Augustus Investments's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q4 2025)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $482.3M |
| Exits | 55 | $307.9M |
All 13F filers, Q3 2025 → Q4 2025: 18,296,199 shares bought and 11,752,077 shares sold, net +6,544,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 874 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.92% | Reduce -0.5% | 18,387,492 | $1.6B |
| Morgan Stanley | 0.05% | Add +22.6% | 10,562,081 | $901.7M |
| Wells Fargo & Company | 0.13% | Add +54.3% | 7,913,715 | $675.6M |
| Bank of America Corp. | 0.05% | Add +4.0% | 7,659,557 | $653.9M |
| Evoke Wealth, LLC | 12.11% | Add +1.7% | 7,374,785 | $629.6M |
| Empower Advisory Group, LLC | 1.35% | Add +3.8% | 5,868,543 | $501.0M |
| UBS Group AG | 0.06% | Add +2.9% | 3,412,428 | $291.3M |
| Cassaday & Co Wealth Management LLC | 6.08% | Reduce -0.9% | 3,377,267 | $288.3M |
| State Street Corp. | 0.01% | Add +13.4% | 3,065,944 | $261.7M |
| LPL Financial LLC | 0.07% | Reduce -0.9% | 2,992,890 | $255.5M |
| Ameriprise Financial Inc. | 0.06% | Add +7.6% | 2,870,368 | $245.1M |
| Prudential Financial Inc. | 0.27% | New | 2,637,892 | $226.6M |
| Asset Management One Co., Ltd. | 0.63% | Reduce -23.3% | 2,622,417 | $225.0M |
| Evergreen Quality Fund GP, Ltd. | 4.36% | Add +16.9% | 2,587,215 | $220.9M |
| Resona Asset Management Co.,Ltd. | 0.92% | Add +28.2% | 2,229,600 | $191.3M |
| Principal Financial Group Inc. | 0.10% | Reduce -13.7% | 2,191,901 | $187.1M |
| Osaic Holdings, Inc. | 0.21% | Reduce -15.6% | 1,695,424 | $144.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.21% | Add +14.1% | 1,654,569 | $141.3M |
| Stifel Financial Corp. | 0.12% | Reduce -12.9% | 1,604,843 | $137.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.03% | Reduce -7.0% | 1,537,910 | $131.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.7% | 1,458,482 | $124.5M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 1,402,960 | $119.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.1% | 1,347,980 | $115.1M |
| HighTower Advisors, LLC | 0.12% | Add +1.3% | 1,335,584 | $114.0M |
| Payden & Rygel | 7.72% | New | 1,300,000 | $111.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.6% | 1,243,004 | $106.1M |
| Hollow Brook Wealth Management LLC | 26.91% | Reduce -2.4% | 1,218,677 | $104.0M |
| Cerity Partners LLC | 0.15% | Reduce -1.8% | 1,181,571 | $100.9M |
| Gradient Investments LLC | 1.49% | Add +11.0% | 1,101,614 | $94.0M |
| Raymond James Financial Inc. | 0.03% | Add +20.4% | 1,076,318 | $91.9M |
| Strategic Financial Services, Inc. | 4.17% | Reduce -34.1% | 921,392 | $90.4M |
| 3EDGE Asset Management, LP | 4.53% | Reduce -62.1% | 1,022,992 | $87.3M |
| Benjamin Edwards Inc. | 0.94% | Reduce -12.0% | 993,809 | $84.8M |
| Tidal Investments LLC | 0.35% | Reduce -8.2% | 986,193 | $84.2M |
| Cwm, LLC | 0.22% | Add +19.2% | 931,521 | $79.5M |
| Private Advisor Group, LLC | 0.37% | Add +1.1% | 924,614 | $78.9M |
| US Bancorp \de | 0.09% | Add +23.3% | 909,603 | $77.7M |
| Bank of New York Mellon Corp | 0.01% | Add +2.4% | 840,575 | $71.8M |
| Equitable Holdings, Inc. | 0.48% | Add +10.9% | 815,693 | $69.6M |
| Cohen & Steers, Inc. | 0.13% | Reduce -19.5% | 812,077 | $69.3M |
| Great Valley Advisor Group, Inc. | 1.32% | Reduce -9.5% | 805,363 | $68.8M |
| Argos Wealth Advisors, LLC | 18.12% | — | 790,297 | $67.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +1874.8% | 789,755 | $67.4M |
| Capitolis Liquid Global Markets LLC | 0.37% | Reduce -0.1% | 720,200 | $61.5M |
| Van Eck Associates Corp. | 0.05% | No change | 671,036 | $57.3M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -8.4% | 663,924 | $56.7M |
| Parcion Private Wealth LLC | 3.43% | Reduce -0.5% | 661,153 | $56.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.55% | Add +40.6% | 656,114 | $56.0M |
| Sei Investments Co. | 0.05% | Reduce -50.6% | 642,531 | $54.9M |
| Farther Finance Advisors, LLC | 0.58% | Add +17.4% | 635,706 | $54.3M |
| Nepc LLC | 1.16% | Add +3.3% | 634,975 | $54.2M |
| Nissay Asset Management Corp. /Japan | 0.27% | Add +38.5% | 618,927 | $52.8M |
| Cresset Asset Management, LLC | 0.22% | Add +11.0% | 618,294 | $52.8M |
| Greenline Partners, LLC | 5.79% | Reduce -19.5% | 592,939 | $50.6M |
| Assetmark, Inc. | 0.10% | Add +72.8% | 557,735 | $47.6M |
| Creative Planning | 0.03% | Add +1150.1% | 557,259 | $47.6M |
| SBI Securities Co., Ltd. | 1.17% | Add +6.9% | 533,574 | $45.6M |
| Capital Planning Advisors, LLC | 6.09% | Reduce -2.6% | 533,240 | $45.5M |
| Diversify Advisory Services, LLC | 1.41% | Add +1.3% | 490,467 | $44.5M |
| American Investment Services, Inc. | 10.16% | Reduce -8.9% | 512,994 | $43.8M |
| MBL Wealth, LLC | 3.51% | Reduce -0.8% | 512,932 | $43.8M |
| Cetera Investment Advisers | 0.04% | Reduce -2.2% | 465,836 | $39.8M |
| Main Street Research LLC | 2.26% | Reduce -1.0% | 462,316 | $39.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +23.1% | 455,037 | $38.8M |
| Tradewinds Capital Management, LLC | 8.05% | Reduce -3.5% | 447,394 | $38.2M |
| Bangor Savings Bank | 3.02% | Add +0.6% | 439,063 | $37.5M |
| Bluespring Wealth Management, LLC | 3.11% | Reduce -3.4% | 422,954 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -24.9% | 416,926 | $35.6M |
| Sentinel Pension Advisors, LLC | 5.23% | Add +3.1% | 398,731 | $34.0M |
| Mission Creek Capital Partners, Inc. | 6.65% | Add +4.7% | 386,065 | $33.0M |
| Confluence Investment Management LLC | 0.49% | Reduce -22.0% | 380,810 | $32.5M |
| Evernest Financial Advisors, LLC | 6.73% | Reduce -10.9% | 319,431 | $32.1M |
| Verde Servicos Internacionais S.A. | 10.03% | New | 366,337 | $31.3M |
| Fullerton Fund Management Co Ltd. | 1.36% | Reduce -34.2% | 364,751 | $31.1M |
| Evercore Wealth Management, LLC | 0.44% | Add +40.6% | 353,898 | $30.2M |
| Wealthfront Advisers LLC | 0.07% | Add +1558.2% | 353,855 | $30.2M |
| Mariner, LLC | 0.04% | Add +5.3% | 348,473 | $29.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -7.9% | 331,035 | $28.3M |
| AE Wealth Management LLC | 0.16% | Add +37.0% | 330,650 | $28.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.5% | 303,017 | $25.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +22.2% | 302,700 | $25.8M |
| Austin Wealth Management, LLC | 3.75% | Add +3.5% | 286,479 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.5% | 272,701 | $24.3M |
| Continuum Wealth Advisors, LLC | 9.14% | Add +13.1% | 277,224 | $23.7M |
| Nearwater Capital Markets, Ltd | 0.40% | New | 276,600 | $23.6M |
| MML Investors Services, LLC | 0.05% | Add +6.4% | 264,126 | $22.5M |
| Bank of Nova Scotia | 0.03% | Add +28.1% | 262,000 | $22.4M |
| Summitas Investment Management LLC | 16.39% | — | 255,156 | $21.8M |
| NavPoint Financial, Inc. | 9.31% | Add +0.6% | 255,101 | $21.8M |
| Composition Wealth, LLC | 0.31% | Reduce -0.3% | 250,874 | $21.4M |
| Alvarez & Marsal Private Wealth Partners, LLC | 3.94% | — | 240,000 | $20.5M |
| McMorgan & Co. LLC | 3.32% | Reduce -11.9% | 234,992 | $20.1M |
| Brandywine Oak Private Wealth LLC | 1.65% | Reduce -10.8% | 229,977 | $19.6M |
| Piedmont Capital Management, LLC | 9.94% | Reduce -3.5% | 228,164 | $19.5M |
| &partners | 0.10% | Add +5.1% | 222,241 | $19.1M |
| Deutsche Bank AG | 0.01% | No change | 220,100 | $18.8M |
| Timber Creek Capital Management LLC | 4.32% | Reduce -2.9% | 217,761 | $18.6M |
| CoreCap Advisors, LLC | 0.63% | Add +1.8% | 212,595 | $18.1M |
| Journey Strategic Wealth LLC | 0.47% | Add +63.7% | 211,374 | $18.0M |
| Altfest L J & Co. Inc. | 1.95% | Add +0.8% | 209,138 | $17.9M |
| China Universal Asset Management Co., Ltd. | 1.35% | Add +9.0% | 206,200 | $17.6M |
| Medici Capital LLC | 19.10% | No change | 204,026 | $17.4M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -0.9% | 202,090 | $17.3M |
| Peak Financial Advisors LLC | 7.70% | Reduce -19.5% | 200,788 | $17.1M |
| NewEdge Advisors, LLC | 0.06% | Add +2.8% | 198,956 | $17.0M |
| Warren Street Wealth Advisors, LLC | 4.73% | Reduce -2.6% | 192,990 | $16.5M |
| Encompass More Asset Management | 3.04% | Reduce -0.5% | 191,999 | $16.4M |
| Penserra Capital Management LLC | 0.19% | Reduce -19.4% | 190,959 | $16.3M |
| IHT Wealth Management, LLC | 0.39% | Add +17.1% | 184,819 | $16.0M |
| Harbor Investment Advisory, LLC | 1.18% | Add +2.3% | 183,346 | $15.7M |
| Peak Retirement Planning, Inc. | 3.56% | Add +2168.6% | 178,128 | $15.2M |
| Quent Capital, LLC | 1.09% | Add +7.3% | 176,274 | $15.0M |
| Sage Private Wealth Group, LLC | 7.98% | Add +1.9% | 173,877 | $14.8M |
| Wealthcare Advisory Partners LLC | 0.29% | Add +8.9% | 172,716 | $14.7M |
| Gould Asset Management LLC | 2.58% | Reduce -13.1% | 170,329 | $14.5M |
| Quantum Financial Advisors, LLC | 1.59% | Add +65.7% | 166,254 | $14.2M |
| Citadel Advisors | 0.01% | Add +1.6% | 162,389 | $13.9M |
| Nottingham Advisors, Inc. | 1.93% | Reduce -22.8% | 171,821 | $13.8M |
| McAlvany Wealth Management LLC | 10.54% | — | 161,505 | $13.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +5.6% | 161,119 | $13.8M |
| CFS Investment Advisory Services, LLC | 1.00% | Reduce -4.2% | 160,690 | $13.7M |
| New Perspectives, Inc | 4.72% | Add +1.1% | 159,511 | $13.6M |
| Buck Wealth Strategies, LLC | 1.72% | Add +4.2% | 159,072 | $13.6M |
| LWM Advisory Services, LLC | 7.88% | Reduce -2.4% | 157,581 | $13.5M |
| Avid Wealth Partners LLC | 6.51% | Reduce -5.9% | 156,156 | $13.3M |
| R. W. Roge & Company, Inc. | 6.12% | Reduce -0.3% | 145,146 | $12.4M |
| Brindle & Bay Financial Advisors, LLC | 8.21% | — | 144,578 | $12.3M |
| Austin Private Wealth, LLC | 0.91% | Reduce -8.2% | 142,920 | $12.2M |
| Park Avenue Securities LLC | 0.10% | Add +34.6% | 142,121 | $12.1M |
| Intesa Sanpaolo Wealth Management | 2.46% | — | 139,117 | $11.9M |
| Cardinal Strategic Wealth Guidance | 2.97% | Reduce -1.1% | 133,261 | $11.4M |
| Wealth Advisory Solutions, LLC | 2.64% | Reduce -2.4% | 132,589 | $11.3M |
| AQR Capital Management | 0.01% | Add +100.4% | 132,339 | $11.3M |
| Truist Financial Corp. | 0.02% | Reduce -14.1% | 132,335 | $11.3M |
| Plum Street Advisors, LLC | 4.01% | Reduce -6.9% | 131,780 | $11.3M |
| Retirement Income Solutions, Inc. | 1.90% | Reduce -1.5% | 131,546 | $11.2M |
| Accretive Wealth Partners, LLC | 3.26% | Reduce -1.5% | 128,490 | $11.0M |
| KWB Wealth | 1.03% | Add +51.7% | 127,227 | $10.9M |
| Fulton Breakefield Broenniman LLC | 0.68% | Add +3362.2% | 126,126 | $10.8M |
| Walkner Condon Financial Advisors LLC | 1.49% | Add +11.3% | 125,309 | $10.7M |
| StoneX Group Inc. | 0.46% | Add +5.7% | 124,169 | $10.7M |
| Tidemark, LLC | 2.94% | Add +26.1% | 120,980 | $10.3M |
| Chatham Capital Group, Inc. | 1.45% | Reduce -0.8% | 119,381 | $10.2M |
| Horst & Graben Wealth Management LLC | 1.49% | Add +1.1% | 115,886 | $9.9M |
| Napier Financial, LLC | 2.46% | — | 115,535 | $9.9M |
| Hudson Capital Management LLC | 2.53% | Reduce -5.8% | 114,641 | $9.8M |
| Inspirion Wealth Advisors, LLC | 1.18% | Add +15.0% | 113,109 | $9.7M |
| RM Financial Services, LLC | 8.50% | — | 112,169 | $9.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -2.0% | 110,097 | $9.4M |
| AIFG Consultants Ltd. | 16.02% | Reduce -4.4% | 109,299 | $9.3M |
| CreativeOne Wealth, LLC | 0.22% | Add +16.2% | 106,292 | $9.1M |
| Copley Financial Group, Inc. | 5.58% | Reduce -2.7% | 105,610 | $9.0M |
| PFG Advisors | 0.43% | Add +7.3% | 103,105 | $8.8M |
| Main Street Financial Solutions, LLC | 0.65% | Add +1.4% | 102,029 | $8.7M |
| Versant Capital Management, Inc | 1.09% | Reduce -3.2% | 102,022 | $8.7M |
| Purus Wealth Management, LLC | 2.69% | Add +1.7% | 101,195 | $8.6M |
| Wilkerson Advisory Group LLC | 3.04% | — | 101,094 | $8.6M |
| Avos Capital Management, LLC | 3.77% | Reduce -8.7% | 100,966 | $8.6M |
| Kraft, Davis & Associates, LLC | 1.93% | New | 94,685 | $8.6M |
| Managed Asset Portfolios, LLC | 1.03% | Reduce -6.3% | 100,303 | $8.6M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 99,851 | $8.5M |
| Zhang Financial LLC | 0.31% | Reduce -6.2% | 98,084 | $8.4M |
| Baker Tilly Wealth Management, LLC | 2.05% | Add +6.5% | 97,424 | $8.3M |
| Fiducient Advisors LLC | 1.02% | No change | 96,619 | $8.2M |
| Beaumont Financial Advisors, LLC | 0.54% | Add +0.0% | 95,584 | $8.2M |
| Chatterton & Associates Inc. | 6.95% | — | 95,051 | $8.1M |
| AMJ Financial Wealth Management | 1.94% | Reduce -10.1% | 94,851 | $8.1M |
| KPP Advisory Services LLC | 1.17% | Add +121.8% | 94,388 | $8.1M |
| Avior Wealth Management, LLC | 0.25% | Reduce -10.8% | 93,354 | $8.0M |
| Element Pointe Advisors, LLC | 1.53% | Add +4.5% | 92,679 | $7.9M |
| Detalus Advisors, LLC | 1.91% | Add +1.0% | 91,889 | $7.8M |
| Lido Advisors, LLC | 0.03% | Reduce -11.8% | 94,510 | $7.8M |
| Physician Wealth Advisors, Inc. | 1.09% | Reduce -5.1% | 91,476 | $7.8M |
| Lodestar Private Asset Management LLC | 0.78% | Add +0.7% | 91,213 | $7.8M |
| One Wealth Advisors, LLC | 0.94% | Reduce -2.2% | 90,566 | $7.7M |
| Archford Capital Strategies, LLC | 0.90% | Add +1.4% | 90,406 | $7.7M |
| Integrity Wealth Solutions LLC | 3.05% | Reduce -4.5% | 90,183 | $7.7M |
| Tudor Investment Corporation | 0.04% | Add +2466.9% | 89,712 | $7.7M |
| Integrity Alliance, Llc. | 0.28% | Add +50.1% | 88,961 | $7.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.0% | 88,670 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.37% | Reduce -26.6% | 88,495 | $7.6M |
| Advisory Services Network, LLC | 0.11% | Add +36.7% | 87,371 | $7.5M |
| Alliance Wealth Advisors, LLC | 1.61% | New | 87,251 | $7.4M |
| Aptus Capital Advisors, LLC | 0.06% | Add +10.7% | 86,793 | $7.4M |
| Stapp Wealth Management, PLLC | 9.51% | Reduce -1.6% | 86,468 | $7.4M |
| Glenview Trust Co | 0.11% | Add +2.5% | 86,225 | $7.4M |
| Transamerica Financial Advisors, LLC | 0.61% | Reduce -11.3% | 86,163 | $7.4M |
| Bright Financial Advisors, Inc. | 3.42% | Add +2.4% | 84,788 | $7.2M |
| Brookstone Capital Management | 0.08% | Add +35.2% | 84,302 | $7.2M |
| Pitcairn Wealth Advisors LLC | 0.64% | — | 83,647 | $7.1M |
| John Boyer, Inc. | 7.16% | New | 82,335 | $7.0M |
| Comerica Bank | 0.03% | Add +8.4% | 81,670 | $7.0M |
| Financial Guidance Group, Inc. | 2.84% | Add +6.6% | 81,256 | $6.9M |
| Courier Capital LLC | 0.39% | Reduce -7.3% | 80,735 | $6.9M |
| Money Concepts Capital Corp. | 0.38% | New | 79,945 | $6.8M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -36.2% | 77,671 | $6.6M |
| Entrewealth, LLC | 2.97% | Add +3.8% | 67,258 | $6.6M |
| Financial Life Advisors | 2.02% | Add +0.5% | 76,657 | $6.5M |
| Palladiem, LLC | 6.15% | — | 75,597 | $6.5M |
| Team Financial Group, LLC | 2.91% | Reduce -12.8% | 75,012 | $6.4M |
| Upper Left Wealth Management, LLC | 3.86% | Reduce -5.8% | 74,215 | $6.3M |
| Integrated Advisors Network LLC | 0.28% | Add +5.7% | 74,162 | $6.3M |
| Stansberry Asset Management, LLC | 0.65% | Add +22.2% | 73,802 | $6.3M |
| Cabot Wealth Management Inc. | 0.70% | Add +2.2% | 73,794 | $6.3M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -42.0% | 73,518 | $6.3M |
| JNBA Financial Advisors | 0.55% | Reduce -9.0% | 73,143 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +28.5% | 73,033 | $6.2M |
| Financial Enhancement Group LLC | 0.80% | Reduce -33.2% | 64,549 | $6.2M |
| Bush Investment Group, LLC | 3.45% | Reduce -1.3% | 72,210 | $6.2M |
| Cedar Point Capital Partners, LLC | 3.91% | Reduce -11.3% | 71,816 | $6.1M |
| Lynx Investment Advisory | 3.24% | Add +0.3% | 69,650 | $5.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +8.7% | 69,562 | $5.9M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -1.5% | 69,466 | $5.9M |
| Seven Post Investment Office LP | 2.11% | Add +0.4% | 69,111 | $5.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 68,594 | $5.9M |
| Essex Financial Services, Inc. | 0.33% | Reduce -1.7% | 68,417 | $5.8M |
| Royal Harbor Partners, LLC | 1.92% | Add +1.3% | 67,891 | $5.8M |
| Public Employees Retirement System of Ohio | 0.02% | Add +79.8% | 66,900 | $5.7M |
| Segment Wealth Management, LLC | 0.33% | Reduce -0.3% | 66,353 | $5.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +1.5% | 66,109 | $5.6M |
| Compass Wealth Management, LLC | 2.32% | Add +6.9% | 66,022 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +26.3% | 65,787 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.7% | 65,779 | $5.6M |
| Fortis Advisors, LLC | 3.08% | Reduce -3.0% | 65,605 | $5.6M |
| Sankala Group LLC | 4.33% | — | 52,034 | $5.4M |
| OakTrust Wealth Advisors, LLC | 4.97% | — | 63,124 | $5.4M |
| Harbour Investments, Inc. | 0.11% | Add +5.2% | 60,740 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.24% | Reduce -31.7% | 60,602 | $5.2M |
| Compass Ion Advisors, LLC | 0.49% | Add +7.9% | 60,535 | $5.2M |
| Baker Ellis Asset Management LLC | 0.62% | Add +0.4% | 60,115 | $5.1M |
| AMG National Trust Bank | 0.12% | Add +21.4% | 59,683 | $5.1M |
| Kraematon Investment Advisors, Inc. | 4.04% | Reduce -0.4% | 59,392 | $5.1M |
| Beckerman Institutional, LLC | 2.84% | Reduce -6.2% | 59,185 | $5.1M |
| Aureum Wealth Management, LLC | 4.63% | — | 58,465 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +40.7% | 58,206 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -5.7% | 56,992 | $4.9M |
| NDVR, Inc. | 4.02% | Reduce -9.6% | 56,736 | $4.8M |
| Catalyst Capital Advisors LLC | 0.10% | Reduce -11.2% | 56,300 | $4.8M |
| Alliancebernstein L.P. | 0.00% | No change | 56,220 | $4.8M |
| Atria Investments, Inc | 0.05% | Reduce -0.0% | 55,840 | $4.8M |
| Hobbs Group Advisors, LLC | 1.43% | Add +4.7% | 55,657 | $4.8M |
| Relyea Zuckerberg Hanson LLC | 0.48% | Add +34.9% | 55,428 | $4.7M |
| Moneco Advisors, LLC | 0.37% | Add +0.7% | 55,038 | $4.7M |
| CI Investments Inc. | 0.02% | Add +15.8% | 55,034 | $4.7M |
| DeDora Capital, Inc. | 1.10% | Add +369.8% | 54,664 | $4.7M |
| Penobscot Wealth Management | 1.44% | Reduce -5.4% | 54,638 | $4.7M |
| GeoWealth Management, LLC | 0.17% | New | 54,347 | $4.6M |
| Scotia Capital Inc. | 0.02% | Reduce -7.6% | 53,842 | $4.6M |
| Richard P Slaughter Associates Inc | 0.96% | Reduce -5.7% | 53,625 | $4.6M |
| Omnitrust Wealth Management, Inc | 5.80% | — | 53,459 | $4.6M |
| Marble Harbor Investment Counsel, LLC | 0.49% | Reduce -16.6% | 53,400 | $4.6M |
| Brown Brothers Harriman & Co. | 0.02% | Add +5.9% | 53,314 | $4.6M |
| McNaughton Wealth Management, LLC | 1.87% | Add +2.7% | 53,254 | $4.5M |
| Joseph Group Capital Management | 1.19% | Reduce -10.7% | 52,891 | $4.5M |
| American Trust | 0.38% | Reduce -6.3% | 52,282 | $4.5M |
| Patten Group, Inc. | 0.82% | Add +5.2% | 51,935 | $4.4M |
| Bridgewater Advisors Inc. | 0.28% | No change | 45,958 | $4.4M |
| Apella Capital, LLC | 0.09% | Reduce -5.1% | 50,518 | $4.3M |
| Forbes Financial Planning, Inc. | 2.52% | New | 50,379 | $4.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -6.4% | 50,000 | $4.3M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -11.3% | 49,761 | $4.2M |
| Jacobi Capital Management LLC | 0.24% | New | 49,413 | $4.2M |
| Choreo, LLC | 0.05% | Add +2.0% | 48,980 | $4.2M |
| Tennessee Valley Asset Management Partners | 0.54% | Add +3.5% | 49,164 | $4.2M |
| Marex Group Ltd | 0.05% | Add +14.1% | 48,989 | $4.2M |
| Churchill Financial Advisors, LLC | 1.28% | — | 48,907 | $4.2M |
| Thrive Capital Management, LLC | 0.90% | Reduce -1.8% | 47,133 | $4.0M |
| Portside Wealth Group, LLC | 0.54% | Reduce -52.5% | 46,484 | $4.0M |
| Daiwa Securities Group Inc. | 0.01% | Add +2280.2% | 46,367 | $4.0M |
| Shira Ridge Wealth Management | 1.55% | Add +3.8% | 45,235 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.46% | Reduce -2.4% | 44,418 | $3.8M |
| Vertex Planning Partners, LLC | 0.87% | Reduce -0.1% | 44,104 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Reduce -17.4% | 43,950 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +18.2% | 43,384 | $3.7M |
| Mills Wealth Advisors LLC | 1.45% | Add +3.9% | 43,029 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Add +8.5% | 42,245 | $3.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.57% | Reduce -9.7% | 41,887 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -36.3% | 41,798 | $3.6M |
| Graetz Wealth LLC | 3.18% | — | 40,922 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.0% | 40,868 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Add +2.1% | 40,552 | $3.5M |
| American National Bank of Texas | 3.26% | Reduce -13.1% | 39,707 | $3.4M |
| BlackDiamond Wealth Management, LLC | 1.64% | Add +0.7% | 33,484 | $3.4M |
| Paul R. Ried Financial Group, LLC | 1.58% | Reduce -11.7% | 39,274 | $3.4M |
| Legacy Capital Wealth Partners, LLC | 0.71% | Add +6.9% | 38,950 | $3.3M |
| IFP Advisors, Inc | 0.07% | Add +10.7% | 37,817 | $3.2M |
| Western Wealth Management, LLC | 0.15% | Add +51.4% | 37,130 | $3.2M |
| New England Private Wealth Advisors LLC | 0.39% | Add +0.5% | 36,862 | $3.1M |
| Milestones Private Investment Advisors LLC | 2.16% | Add +1.8% | 36,806 | $3.1M |
| Horizon Financial Services, LLC | 1.42% | Reduce -13.7% | 36,625 | $3.1M |
| Clear Harbor Asset Management, LLC | 0.21% | Reduce -4.4% | 35,804 | $3.1M |
| Abound Financial, LLC | 1.18% | Reduce -66.2% | 35,673 | $3.0M |
| Daviman Financial, LLC | 1.77% | — | 35,370 | $3.0M |
| WBH Advisory Inc. | 0.22% | Reduce -6.6% | 35,016 | $3.0M |
| Gotham Asset Management | 0.01% | Add +2.3% | 34,823 | $3.0M |
| Capital Financial Group Inc\co\ | 1.65% | — | 34,554 | $2.9M |
| WFA of San Diego, LLC | 2.13% | Reduce -2.4% | 34,011 | $2.9M |
| Hudson Oak Wealth Advisory LLC | 2.54% | — | 33,663 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 33,167 | $2.8M |
| Financial Planning Hawaii, Inc. | 1.62% | — | 32,980 | $2.8M |
| Vantage Point Financial LLC | 1.00% | Add +22.1% | 32,671 | $2.8M |
| Kickstand Ventures, Llc. | 0.58% | Add +9.2% | 32,510 | $2.8M |
| Collaborative Wealth Managment Inc. | 0.97% | Add +26.3% | 32,398 | $2.8M |
| Leo Wealth, LLC | 0.20% | Add +14.0% | 32,381 | $2.8M |
| Genesis Wealth Advisors, LLC | 1.89% | Add +2.0% | 32,341 | $2.8M |
| Sovran Advisors, LLC | 0.23% | Reduce -9.1% | 30,282 | $2.8M |
| Citizens Financial Group Inc. | 0.04% | New | 32,207 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +3.0% | 32,164 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Add +208.1% | 31,829 | $2.7M |
| Headlands Technologies LLC | 0.22% | Add +18.3% | 30,543 | $2.6M |
| Choate Investment Advisors | 0.05% | Add +15.5% | 30,521 | $2.6M |
| Magnolia Private Wealth, LLC | 1.81% | Reduce -37.6% | 30,348 | $2.6M |
| Rakuten Securities, Inc. | 0.83% | Add +74.1% | 29,924 | $2.6M |
| Forbes J M & Co. LLP | 0.20% | Add +1.7% | 29,211 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +0.3% | 28,968 | $2.5M |
| Simplicity Wealth,LLC | 0.15% | Reduce -1.9% | 28,604 | $2.4M |
| PDS Planning, Inc | 0.16% | Add +0.8% | 28,495 | $2.4M |
| Aspetuck Financial Management LLC | 1.62% | Add +0.6% | 28,295 | $2.4M |
| Gradient Capital Advisors, LLC | 0.61% | Reduce -8.0% | 27,818 | $2.4M |
| Wellington-Altus USA Inc. | 1.75% | — | 27,624 | $2.4M |
| RCW Management, LLC | 2.38% | — | 27,597 | $2.4M |
| Mission Wealth Management, LP | 0.05% | Reduce -17.4% | 27,438 | $2.3M |
| WCG Wealth Advisors LLC | 0.07% | Add +59.4% | 27,437 | $2.3M |
| Caitlin John, LLC | 1.52% | Add +38.5% | 27,107 | $2.3M |
| Curry Webb Wealth Management LLC | 1.13% | — | 26,773 | $2.3M |
| Larson Financial Group LLC | 0.08% | Add +435.0% | 26,623 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | No change | 25,500 | $2.3M |
| AA Financial Advisors, LLC | 0.42% | New | 26,501 | $2.3M |
| Brown Financial Advisors | 0.83% | Reduce -4.2% | 26,480 | $2.3M |
| Maia Wealth LLC | 0.38% | Reduce -23.6% | 23,157 | $2.3M |
| Sage Mountain Advisors LLC | 0.12% | Add +89.0% | 26,193 | $2.2M |
| One Charles Private Wealth Services, LLC | 0.57% | Add +0.5% | 25,976 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Reduce -11.5% | 25,786 | $2.2M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -0.6% | 25,767 | $2.2M |
| Brown Miller Wealth Management, LLC | 0.61% | Add +5.3% | 25,753 | $2.2M |
| Hutchinson Capital Management | 0.37% | No change | 25,437 | $2.2M |
| Guggenheim Capital LLC | 0.02% | Add +3.8% | 25,340 | $2.2M |
| Uptick Partners, LLC | 0.45% | Add +19.7% | 24,914 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -56.4% | 24,853 | $2.1M |
| Bravias Capital Group, LLC | 1.28% | Add +14.1% | 24,773 | $2.1M |
| Wealth Management Nebraska | 0.24% | Add +16.2% | 24,616 | $2.1M |
| Fiduciary Trust Co | 0.02% | Add +267.4% | 24,468 | $2.1M |
| Certified Advisory Corp | 0.19% | New | 24,211 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.21% | Reduce -18.4% | 23,350 | $2.1M |
| Merkkuri Wealth Advisors LLC | 1.40% | Add +3.5% | 24,032 | $2.1M |
| Semper Augustus Investments | 0.24% | Add +20.7% | 23,979 | $2.0M |
| DV Trading LLC | 0.18% | — | 23,846 | $2.0M |
| Biltmore Family Office, LLC | 0.28% | Reduce -6.0% | 23,626 | $2.0M |
| Sargent Investment Group, LLC | 0.25% | Reduce -3.7% | 23,390 | $2.0M |
| Apollon Wealth Management, LLC | 0.03% | Add +28.6% | 23,292 | $2.0M |
| Theory Financial LLC | 0.67% | Reduce -5.5% | 19,853 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -2.0% | 23,267 | $2.0M |
| Astoria Portfolio Advisors LLC. | 0.45% | Reduce -12.7% | 19,066 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.76% | New | 23,040 | $2.0M |
| Heritage Wealth Advisors | 0.07% | Add +3.7% | 22,789 | $1.9M |
| Quartz Partners, LLC | 0.72% | Add +8.9% | 22,675 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -23.4% | 22,622 | $1.9M |
| Boothbay Fund Management, LLC | 0.05% | Add +8.1% | 22,600 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 22,470 | $1.9M |
| Q3 Asset Management | 0.44% | Add +13.2% | 22,458 | $1.9M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -0.4% | 22,418 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.60% | Add +266.1% | 22,389 | $1.9M |
| Myecfo, LLC | 0.81% | Reduce -1.9% | 22,323 | $1.9M |
| Apeiron RIA LLC | 0.39% | Reduce -15.8% | 20,776 | $1.9M |
| IFG Advisory, LLC | 0.08% | Reduce -1.3% | 22,246 | $1.9M |
| Hollencrest Capital Management | 0.06% | Add +0.0% | 21,905 | $1.9M |
| Robinson Value Management, Ltd. | 1.01% | Add +0.3% | 21,899 | $1.9M |
| Carret Asset Management, LLC | 0.17% | Reduce -0.1% | 21,599 | $1.8M |
| Pecaut & Co. | 0.59% | Add +2.0% | 21,381 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +28.4% | 21,235 | $1.8M |
| Welch Group, LLC | 0.07% | Add +37.4% | 21,040 | $1.8M |
| Richard Bernstein Advisors LLC | 0.05% | Add +3.4% | 20,984 | $1.8M |
| Freestone Capital Holdings, LLC | 0.05% | Add +3.8% | 20,936 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +8.9% | 20,286 | $1.7M |
| Eagle Global Advisors LLC | 0.06% | No change | 20,100 | $1.7M |
| ZEGA Investments, LLC | 0.33% | Reduce -7.8% | 19,931 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.45% | Add +54.9% | 19,595 | $1.7M |
| Petix & Botte Co | 0.38% | Add +2.4% | 19,500 | $1.7M |
| Leading Edge Financial Planning LLC | 0.38% | Reduce -9.8% | 19,452 | $1.7M |
| Foronjy Financial LLC | 0.68% | Add +27.7% | 19,024 | $1.6M |
| Diligent Investors, LLC | 0.40% | Add +1.6% | 19,011 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 18,979 | $1.6M |
| InTrack Investment Management Inc | 0.90% | Reduce -5.1% | 18,751 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -3.5% | 18,467 | $1.6M |
| Paladin Wealth, LLC | 1.07% | Add +14.9% | 18,288 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +5.9% | 18,128 | $1.5M |
| Pathway Financial Advisors LLC | 0.19% | No change | 16,965 | $1.5M |
| S. R. Schill & Associates | 1.06% | Add +1.6% | 17,600 | $1.5M |
| Nwam LLC | 0.08% | Reduce -29.2% | 14,791 | $1.5M |
| Kendall Capital Management | 0.31% | Add +3.2% | 17,245 | $1.5M |
| Valicenti Advisory Services Inc. | 0.31% | Reduce -32.1% | 17,182 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 17,177 | $1.5M |
| Caerus Investment Advisors, LLC | 0.48% | New | 16,969 | $1.4M |
| Curtis Wealth Management LLC | 1.26% | — | 14,474 | $1.4M |
| Redwood Investment Management, LLC | 0.16% | Add +62.4% | 16,798 | $1.4M |
| Entrust Financial LLC | 1.06% | — | 16,775 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.16% | Add +43.7% | 16,754 | $1.4M |
| YHB Investment Advisors, Inc. | 0.10% | Add +23.2% | 16,731 | $1.4M |
| Alpha Cubed Investments, LLC | 0.05% | Add +4.0% | 16,701 | $1.4M |
| Wealthcare Capital Partners, LLC | 0.66% | Add +35.3% | 16,601 | $1.4M |
| Advisor Resource Council | 0.50% | New | 15,344 | $1.4M |
| Advyzon Investment Management, LLC | 0.16% | Reduce -1.7% | 16,277 | $1.4M |
| WealthPoint Financial, LLC | 1.20% | — | 16,141 | $1.4M |
| Copia Wealth Management | 0.98% | Add +7.6% | 16,061 | $1.4M |
| Continuum Advisory, LLC | 0.14% | Reduce -6.3% | 16,061 | $1.4M |
| Wallace Advisory Group, LLC | 1.43% | Reduce -55.3% | 15,993 | $1.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Add +5.7% | 13,504 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +10.6% | 15,852 | $1.4M |
| FRG Family Wealth Advisors LLC | 0.21% | New | 15,655 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +12.3% | 15,647 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +23.8% | 15,540 | $1.3M |
| Kera Capital Partners, Inc. | 0.16% | New | 13,822 | $1.3M |
| WealthPLAN Partners, LLC | 0.20% | Add +5.5% | 15,412 | $1.3M |
| Capital Management Associates, Inc | 0.29% | Add +4.0% | 15,247 | $1.3M |
| First Financial Bank - Trust Division | 0.11% | No change | 15,176 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +2.3% | 15,169 | $1.3M |
| Frederick Financial Consultants, LLC | 0.70% | Add +5.3% | 15,035 | $1.3M |
| CX Institutional | 0.04% | Reduce -13.9% | 14,996 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -22.1% | 14,910 | $1.3M |
| M1 Capital Management LLC | 0.53% | Add +6.3% | 14,778 | $1.3M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -0.4% | 14,655 | $1.3M |
| Mattson Financial Services, LLC | 0.29% | Reduce -7.8% | 14,589 | $1.2M |
| Matrix Trust Co | 0.21% | Reduce -62.5% | 14,558 | $1.2M |
| Interchange Capital Partners, LLC | 0.23% | Add +20.1% | 14,485 | $1.2M |
| SHP Wealth Management | 0.10% | — | 14,346 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +18.1% | 14,222 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.8% | 14,147 | $1.2M |
| Valtinson Bruner Financial Planning LLC | 0.35% | Add +3.2% | 14,122 | $1.2M |
| Clark Asset Management, LLC | 0.12% | Add +1.7% | 14,062 | $1.2M |
| Waterloo Capital, L.P. | 0.09% | Add +0.9% | 14,003 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +8.4% | 13,779 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Reduce -6.3% | 13,559 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +119.7% | 13,444 | $1.1M |
| Hopwood Nicholas Hunter | 0.37% | — | 13,388 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +24.7% | 13,382 | $1.1M |
| Gambit Capital Management, LLC | 0.82% | — | 13,348 | $1.1M |
| Nova Wealth Management, Inc. | 0.78% | Add +31.1% | 13,283 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +1.0% | 13,266 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -10.8% | 13,213 | $1.1M |
| Auour Investments LLC | 0.36% | Reduce -13.7% | 13,156 | $1.1M |
| Quantify Chaos Advisors, LLC | 3.40% | — | 13,143 | $1.1M |
| Signal Advisors Wealth, LLC | 0.09% | Add +18.9% | 13,123 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Reduce -0.1% | 13,065 | $1.1M |
| Caldwell Trust Co | 0.10% | Reduce -22.6% | 13,063 | $1.1M |
| Advisory Alpha, LLC | 0.03% | Reduce -16.4% | 13,016 | $1.1M |
| Cassilly Financial Group LLC | 0.98% | — | 12,965 | $1.1M |
| A4 Wealth Advisors LLC | 0.95% | Reduce -25.5% | 12,820 | $1.1M |
| Johnson Financial Group, Inc. | 0.04% | No change | 12,674 | $1.1M |
| Formidable Asset Management, LLC | 0.16% | Reduce -26.2% | 13,956 | $1.1M |
| MSH Capital Advisors LLC | 0.22% | Add +4.7% | 12,258 | $1.0M |
| FMR LLC | 0.00% | Add +10.6% | 12,139 | $1.0M |
| CacheTech Inc. | 0.19% | New | 12,113 | $1.0M |
| Bank of Marin | 0.71% | No change | 12,080 | $1.0M |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -6.6% | 11,970 | $1.0M |
| SVRN Asset Management, LLC | 0.84% | — | 11,947 | $1.0M |
| HighPoint Advisor Group LLC | 0.02% | New | 11,859 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -17.4% | 11,811 | $1.0M |
| Marshall & Sterling Wealth Advisors Inc. | 0.66% | Reduce -11.7% | 11,783 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -18.7% | 11,464 | $979K |
| Quantinno Capital Management LP | 0.00% | New | 11,338 | $968K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +19.4% | 11,297 | $964K |
| Ancora Advisors LLC | 0.02% | Add +9.3% | 11,204 | $956K |
| JBR Co Financial Management Inc | 0.40% | New | 11,190 | $955K |
| Belpointe Asset Management LLC | 0.03% | Reduce -9.1% | 11,132 | $950K |
| Acorn Wealth Advisors, LLC | 0.28% | Reduce -0.1% | 11,127 | $950K |
| HSBC Holdings PLC | 0.00% | No change | 11,033 | $942K |
| Tempus Wealth Planning, LLC | 0.22% | Add +4.6% | 11,004 | $939K |
| Triumph Capital Management | 0.20% | Add +0.4% | 10,682 | $912K |
| Kovack Advisors, Inc. | 0.04% | New | 10,677 | $911K |
| Saxony Capital Management, LLC | 0.55% | New | 10,576 | $903K |
| Clearview Wealth Advisors LLC | 0.57% | Add +40.2% | 10,572 | $903K |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 10,554 | $901K |
| Creative Financial Designs Inc. | 0.06% | Add +10.7% | 10,457 | $893K |
| Keudell/Morrison Wealth Management | 0.19% | — | 10,442 | $891K |
| Destiny Capital Corp | 0.46% | Reduce -15.2% | 10,388 | $887K |
| Fisher Asset Management | 0.00% | Add +294.2% | 10,351 | $884K |
| Sheets Smith Wealth Management | 0.10% | Reduce -7.8% | 10,283 | $878K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -58.5% | 10,273 | $877K |
| Wedmont Private Capital | 0.03% | No change | 9,915 | $874K |
| JT Stratford LLC | 0.11% | Reduce -3.1% | 10,187 | $870K |
| Verus Capital Partners, LLC | 0.06% | Add +1.1% | 10,046 | $858K |
| Total Investment Management Inc. | 0.11% | No change | 10,044 | $857K |
| Focused Alpha, LLC | 0.25% | — | 10,040 | $857K |
| Strategic Blueprint, LLC | 0.05% | Add +16.5% | 10,006 | $854K |
| Savvy Advisors, Inc. | 0.03% | Add +1376.0% | 71,234 | $849K |
| Sigma Planning Corp | 0.02% | Reduce -3.9% | 9,877 | $843K |
| Daymark Wealth Partners, LLC | 0.03% | New | 9,820 | $838K |
| Integrated Wealth Management | 0.94% | — | 9,783 | $835K |
| Gen-Wealth Partners Inc | 0.27% | Add +27.2% | 9,704 | $828K |
| OMNI 360 Wealth, Inc. | 0.42% | Add +40.5% | 9,000 | $825K |
| WealthTrak Capital Management LLC | 0.59% | Add +9.7% | 9,632 | $822K |
| 4WEALTH Advisors, Inc. | 0.71% | Add +3.1% | 9,573 | $817K |
| Arkadios Wealth Advisors | 0.02% | Add +14.5% | 9,556 | $816K |
| Wealthcare Capital Management LLC | 0.08% | Add +17.8% | 9,545 | $815K |
| Indiana Trust & Investment Management Co | 0.24% | No change | 9,500 | $811K |
| Florida Financial Advisors, LLC | 0.22% | Add +42.9% | 9,447 | $806K |
| Quest 10 Wealth Builders, Inc. | 0.71% | Add +3029.5% | 9,232 | $788K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -44.9% | 9,952 | $785K |
| Middleton & Co. Inc. | 0.08% | No change | 9,151 | $781K |
| Betterment LLC | 0.00% | New | 9,133 | $780K |
| BCM Advisors, LLC | 0.15% | New | 7,854 | $774K |
| Wealth Alliance, LLC | 0.08% | Add +169.2% | 9,052 | $773K |
| Summit Financial, LLC | 0.01% | Reduce -42.0% | 9,036 | $771K |
| Signet Financial Management, LLC | 0.09% | Add +4.4% | 9,031 | $771K |
| Norden Group LLC | 0.08% | Reduce -58.5% | 9,030 | $771K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.4% | 8,936 | $763K |
| Shepherd Financial Partners LLC | 0.07% | Add +2.4% | 8,920 | $762K |
| XML Financial, LLC | 0.06% | New | 8,861 | $756K |
| Proficio Capital Partners LLC | 0.05% | New | 8,685 | $741K |
| Focus Partners Wealth | 0.00% | New | 8,669 | $740K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -20.4% | 8,600 | $734K |
| Beacon Financial Advisory LLC | 0.17% | Add +0.5% | 8,522 | $728K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,470 | $723K |
| Crews Bank & Trust | 0.10% | Add +2.1% | 8,450 | $721K |
| Denver Wealth Management, Inc. | 0.25% | Add +8.8% | 8,421 | $719K |
| Motiv8 Investments LLC | 0.39% | Add +10.8% | 8,415 | $718K |
| XY Planning Network, Inc. | 0.12% | Add +67.1% | 8,340 | $712K |
| RMR Wealth Builders | 0.06% | Add +25.8% | 8,323 | $711K |
| Stratos Investment Management, LLC | 0.03% | No change | 8,162 | $697K |
| Alpha Financial Partners LLC | 0.43% | Reduce -6.2% | 8,160 | $697K |
| SOL Capital Management CO | 0.06% | New | 8,150 | $696K |
| Hobbs Wealth Management, LLC | 0.68% | Add +9.0% | 8,131 | $694K |
| Modera Wealth Management, LLC | 0.01% | Add +4.0% | 8,106 | $692K |
| Centaurus Financial, Inc. | 0.03% | Add +58.9% | 8,106 | $692K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +20.9% | 8,051 | $687K |
| MKT Advisors LLC | 0.23% | Add +6.8% | 7,799 | $686K |
| United Capital Financial Advisors, LLC | 0.00% | Add +188.1% | 7,977 | $681K |
| ArborFi Advisors, LLC | 0.55% | Reduce -4.3% | 7,946 | $678K |
| Savant Capital, LLC | 0.00% | Add +13.9% | 7,900 | $674K |
| Stonebridge Financial Group, LLC | 0.06% | Add +144.3% | 7,893 | $674K |
| Safe Harbor Wealth Advisors, LLC | 0.65% | — | 6,861 | $667K |
| Mather Group, Llc. | 0.01% | Reduce -10.8% | 7,780 | $664K |
| Catalina Capital Group, LLC | 0.41% | Add +19.8% | 7,777 | $664K |
| Integrity Advisory Solutions, LLC | 0.10% | Add +86.3% | 7,748 | $661K |
| Firethorn Wealth Partners, LLC | 0.24% | Reduce -10.0% | 7,661 | $654K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.6% | 7,614 | $650K |
| Intrua Financial, LLC | 0.07% | Add +4.5% | 7,606 | $649K |
| Appleton Partners Inc. | 0.04% | Add +5.6% | 7,601 | $649K |
| RDA Financial Network | 0.16% | Reduce -1.0% | 7,594 | $648K |
| Latitude Advisors, LLC | 0.28% | New | 7,582 | $647K |
| Clear Creek Financial Management, LLC | 0.05% | Add +24.1% | 7,406 | $632K |
| World Investment Advisors | 0.01% | New | 7,210 | $616K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.7% | 7,159 | $611K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.7% | 7,156 | $611K |
| Oakmont Advisory Group, LLC | 0.64% | — | 7,001 | $598K |
| Miller Global Investments, LLC | 0.54% | — | 6,994 | $597K |
| Tactive Advisors, LLC | 0.17% | Reduce -8.0% | 6,972 | $595K |
| High Falls Advisors, Inc | 0.12% | Add +5.6% | 6,968 | $595K |
| Sutton Place Investors LLC | 0.32% | Reduce -8.0% | 6,899 | $589K |
| Eldridge Investment Advisors, Inc. | 0.13% | Add +27.5% | 6,862 | $586K |
| Fiscal Wisdom Wealth Management, LLC | 0.55% | Add +17.3% | 6,848 | $585K |
| Financial Network Wealth Advisors LLC | 0.61% | Reduce -56.3% | 6,827 | $583K |
| Private Trust Co. NA | 0.05% | Add +4.3% | 6,790 | $580K |
| Able Wealth Management LLC | 0.18% | Add +42.6% | 6,703 | $572K |
| Hamilton Capital, LLC | 0.03% | — | 6,674 | $570K |
| Insigneo Advisory Services, LLC | 0.04% | Add +16.1% | 6,587 | $562K |
| Aberdeen Group plc | 0.00% | New | 6,561 | $560K |
| Millstone Evans Group, LLC | 0.33% | Add +142.8% | 6,499 | $555K |
| Spectrum Planning & Advisory Services Inc. | 0.28% | Add +1.1% | 6,363 | $543K |
| Sentinel Trust Co. Lba | 0.05% | New | 6,355 | $543K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -6.6% | 5,560 | $541K |
| Decker Wealth Management LLC | 0.12% | — | 6,335 | $541K |
| King Wealth Management Group | 0.06% | New | 6,301 | $538K |
| Fortis Capital Advisors, LLC | 0.08% | Add +1.4% | 6,264 | $535K |
| Weil Company, Inc. | 0.12% | No change | 6,248 | $533K |
| Principal Securities, Inc. | 0.01% | Reduce -34.2% | 6,217 | $531K |
| Ares Financial Consulting, LLC | 0.50% | — | 6,142 | $524K |
| MBE Wealth Management, LLC | 0.22% | Reduce -9.6% | 6,120 | $522K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 6,105 | $521K |
| Souders Financial Advisors | 0.06% | New | 6,010 | $513K |
| Bauman Advisory Group, LLC | 0.41% | — | 5,997 | $512K |
| Selective Wealth Management, Inc. | 0.16% | Add +9.6% | 5,602 | $511K |
| Etesian Wealth Advisors, Inc. | 0.16% | No change | 5,978 | $510K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -16.5% | 5,619 | $510K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 5,959 | $509K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Add +1.0% | 5,952 | $508K |
| Anchor Investment Management, LLC | 0.04% | No change | 5,949 | $508K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,923 | $506K |
| Redhawk Wealth Advisors, Inc. | 0.06% | No change | 5,910 | $505K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +12.0% | 5,839 | $498K |
| Howard Bailey Securities, LLC | 0.20% | New | 5,822 | $497K |
| Renaissance Technologies | 0.00% | Reduce -97.3% | 5,800 | $495K |
| Triad Wealth Partners, LLC | 0.05% | Add +21.6% | 5,741 | $490K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -27.3% | 5,723 | $489K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 5,685 | $485K |
| Global View Capital Management LLC | 0.09% | Reduce -17.4% | 5,647 | $482K |
| K2 Financial Inc. | 0.37% | Reduce -54.1% | 5,430 | $481K |
| Annex Advisory Services, LLC | 0.01% | New | 5,599 | $478K |
| Oceanside Advisors LLC | 0.29% | Reduce -12.4% | 5,596 | $478K |
| McAdam, LLC | 0.02% | Reduce -0.1% | 5,579 | $476K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -10.3% | 5,505 | $470K |
| First National Trust Co | 0.02% | Add +20.7% | 5,502 | $470K |
| ShoreHaven Wealth Partners, LLC | 0.17% | No change | 5,450 | $465K |
| Emergent Wealth Advisors, LLC | 0.26% | Add +15.7% | 5,439 | $464K |
| Range Financial Group LLC | 0.16% | Add +94.7% | 5,345 | $456K |
| WASHINGTON TRUST Co | 0.01% | Add +5.3% | 5,343 | $456K |
| Richards, Merrill & Peterson, Inc. | 0.17% | Add +36.9% | 5,340 | $456K |
| HM Payson & Co. | 0.01% | No change | 5,250 | $448K |
| Valeo Financial Advisors, LLC | 0.01% | Add +29.6% | 5,228 | $446K |
| HB Wealth Management, LLC | 0.00% | Add +18.8% | 5,205 | $444K |
| Sowell Financial Services LLC | 0.02% | Reduce -4.3% | 5,142 | $439K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -6.0% | 5,139 | $439K |
| Silverlake Wealth Management LLC | 0.10% | Add +15.1% | 5,138 | $439K |
| GWN Securities Inc. | 0.09% | Add +13.2% | 5,036 | $430K |
| Spire Wealth Management | 0.01% | Reduce -0.3% | 5,035 | $430K |
| FWG Investments, LLC. | 0.27% | Add +11.2% | 5,034 | $430K |
| Range Advisory, LLC | 0.11% | — | 5,014 | $428K |
| Absolute Capital Management, LLC | 0.15% | Add +2.3% | 4,956 | $423K |
| Maripau Wealth Management LLC | 0.19% | Add +11.0% | 4,955 | $423K |
| Vermillion Wealth Management, Inc. | 0.17% | No change | 4,942 | $422K |
| Boyce & Associates Wealth Consulting, Inc. | 0.35% | Add +0.6% | 4,931 | $421K |
| Pacific Capital Wealth Advisors, Inc. | 0.07% | Add +57.2% | 4,919 | $420K |
| OneAscent Financial Services LLC | 0.04% | Add +50.5% | 4,842 | $413K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +11.0% | 4,756 | $406K |
| Csenge Advisory Group | 0.02% | Reduce -37.6% | 4,720 | $403K |
| Aegis Wealth Management LLC | 0.23% | Add +2.1% | 4,698 | $401K |
| Gibbs Wealth Management | 0.10% | Reduce -61.6% | 4,486 | $400K |
| Hickory Point Bank & Trust | 0.29% | Add +17.1% | 4,685 | $400K |
| Regions Financial Corp. | 0.00% | Reduce -1.1% | 4,678 | $399K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -20.2% | 4,577 | $391K |
| Clifford Group, LLC | 0.30% | Add +1.4% | 4,563 | $390K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +21.6% | 4,538 | $387K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $386K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -5.7% | 4,446 | $380K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +54.7% | 4,424 | $378K |
| Brookwood Investment Group LLC | 0.04% | New | 4,381 | $374K |
| Greenwich Wealth Management LLC | 0.02% | Add +28.1% | 4,378 | $374K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -45.9% | 4,374 | $373K |
| Net Worth Advisory Group | 0.08% | Add +61.6% | 4,357 | $372K |
| Wealthgarden F.S. LLC | 0.24% | Add +0.4% | 3,688 | $369K |
| Tableaux LLC | 0.26% | Reduce -46.5% | 4,316 | $367K |
| Corecam Pte. Ltd. | 0.19% | New | 4,270 | $365K |
| Novem Group | 0.04% | Add +20.5% | 4,236 | $362K |
| Lee Financial Co | 0.05% | Reduce -15.4% | 4,220 | $360K |
| Greenleaf Trust | 0.00% | Reduce -1.0% | 4,204 | $359K |
| Meredith Wealth Planning | 0.11% | Add +3.8% | 4,197 | $358K |
| Beacon Financial Group | 0.04% | Add +43.4% | 4,159 | $355K |
| Guidance Point Advisors, LLC | 0.08% | New | 4,122 | $352K |
| Access Investment Management LLC | 0.09% | No change | 4,600 | $352K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 4,055 | $346K |
| Livet Wealth, LLC | 0.21% | — | 4,040 | $345K |
| Heritage Family Offices, LLP | 0.16% | New | 4,009 | $342K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,000 | $341K |
| Bell Investment Advisors, Inc | 0.05% | No change | 3,985 | $340K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -4.2% | 3,956 | $338K |
| Laurel Oak Wealth Management, LLC | 0.06% | — | 3,951 | $337K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -11.2% | 3,950 | $337K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,948 | $337K |
| Balance Wealth Partners LLC | 0.11% | Reduce -49.7% | 3,904 | $333K |
| Entruity Wealth, LLC | 0.24% | Reduce -2.2% | 3,900 | $333K |
| Modern Wealth Management, LLC | 0.01% | Reduce -47.6% | 3,866 | $330K |
| Prospera Financial Services Inc | 0.01% | Add +6.5% | 3,849 | $329K |
| Aspiriant, LLC | 0.01% | New | 3,837 | $328K |
| Resurgent Financial Advisors LLC | 0.16% | Add +3.9% | 3,822 | $326K |
| IRON Financial LLC | 0.15% | Add +2.5% | 3,811 | $325K |
| Kaizen Financial Strategies | 0.14% | Add +2.2% | 3,780 | $323K |
| Oregon Pacific Wealth Management, LLC | 0.33% | Reduce -38.5% | 3,776 | $322K |
| Asempa Wealth Advisors | 0.28% | — | 3,767 | $322K |
| Equita Financial Network, Inc. | 0.10% | New | 3,755 | $321K |
| LongView Wealth Management | 0.08% | Add +2.5% | 3,524 | $320K |
| Paragon Advisors, LLC | 0.09% | No change | 3,738 | $319K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 3,734 | $319K |
| Blue Water Asset Management | 0.11% | — | 3,696 | $316K |
| Genesis Private Wealth, LLC | 0.10% | Add +11.4% | 3,687 | $315K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -18.6% | 3,586 | $306K |
| Arax Advisory Partners | 0.01% | Add +108.3% | 3,561 | $306K |
| Barnett & Company, Inc. | 0.24% | No change | 3,560 | $304K |
| Armstrong, Fleming & Moore, Inc | 0.14% | No change | 3,560 | $304K |
| Stonebrook Private Inc. | 0.06% | Add +6.2% | 3,525 | $301K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.08% | Add +16.7% | 3,500 | $299K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,431 | $293K |
| Caliber Wealth Management, LLC / KS | 0.03% | New | 3,385 | $289K |
| Tranquility Partners, LLC | 0.10% | No change | 3,383 | $289K |
| Facet Wealth, Inc. | 0.01% | New | 2,692 | $287K |
| Carnegie Investment Counsel | 0.01% | New | 3,350 | $286K |
| Arwa LLC | 0.17% | — | 3,342 | $285K |
| Briggs Wealth Management, Inc | 0.31% | — | 3,328 | $284K |
| Great Lakes Retirement, Inc. | 0.03% | New | 3,309 | $282K |
| Regal Investment Advisors LLC | 0.02% | New | 3,308 | $282K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -0.3% | 3,305 | $282K |
| TFO Wealth Partners, LLC | 0.04% | New | 3,300 | $282K |
| Estate Planners Group, LLC | 0.12% | — | 3,261 | $278K |
| Mma Asset Management LLC | 0.10% | Add +53.9% | 3,240 | $277K |
| Fulcrum Equity Management | 0.26% | Reduce -12.7% | 3,233 | $276K |
| LifeWealth Investments, LLC | 0.09% | New | 3,233 | $276K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +211.4% | 3,223 | $275K |
| International Private Wealth Advisors LLC | 0.17% | Reduce -8.8% | 3,208 | $274K |
| Bank of Montreal | 0.00% | Reduce -3.5% | 3,186 | $274K |
| Endeavor Private Wealth, Inc. | 0.08% | New | 3,201 | $273K |
| DGS Capital Management, LLC | 0.05% | No change | 3,150 | $269K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,146 | $269K |
| Sharkey, Howes & Javer | 0.03% | New | 3,140 | $268K |
| Indivisible Partners | 0.03% | — | 3,133 | $267K |
| Painted Porch Advisors LLC | 0.11% | Add +2.3% | 3,128 | $267K |
| MidFirst Bank | 0.02% | — | 3,105 | $265K |
| Flatrock Wealth Partners LLC | 0.13% | — | 3,080 | $263K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -4.9% | 3,075 | $263K |
| Refined Wealth Management | 0.18% | No change | 3,072 | $262K |
| Manhattan West Asset Management, LLC | 0.05% | No change | 3,072 | $262K |
| Invera Wealth Advisors, LLC | 0.17% | New | 3,061 | $261K |
| Mgo One Seven LLC | 0.01% | New | 3,048 | $260K |
| Cahaba Wealth Management, Inc. | 0.02% | No change | 3,034 | $259K |
| National Wealth Management Group, LLC | 0.09% | New | 3,027 | $258K |
| Berkshire Asset Management LLC | 0.01% | No change | 3,018 | $258K |
| Centennial Advisors, LLC | 0.33% | — | 2,992 | $255K |
| Journey Retirement Planning & Investment Management LLC | 0.05% | — | 2,991 | $255K |
| Impact Partnership Wealth, LLC | 0.03% | Add +10.7% | 2,990 | $255K |
| HCR Wealth Advisors | 0.03% | No change | 2,964 | $253K |
| Essential Partners LLC | 0.08% | Reduce -41.6% | 2,945 | $251K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +7.8% | 2,942 | $251K |
| Brian Low Financial Group, LLC | 0.18% | New | 2,937 | $251K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.7% | 2,930 | $250K |
| SteelPeak Wealth, LLC | 0.01% | No change | 2,919 | $249K |
| Foguth Wealth Management, LLC. | 0.04% | — | 2,895 | $248K |
| Richardson Capital Management LLC | 0.12% | New | 2,905 | $248K |
| Asset Allocation Strategies LLC | 0.05% | New | 2,904 | $248K |
| LFG Wealth Partners, LLC | 0.16% | — | 2,896 | $247K |
| WealthBridge Capital Management, LLC | 0.06% | New | 2,887 | $246K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,881 | $246K |
| Capital Squared Financial LLC | 0.19% | Reduce -2.5% | 2,875 | $245K |
| Rodgers & Associates, LTD | 0.02% | Reduce -7.0% | 2,875 | $245K |
| Empirical Asset Management, LLC | 0.07% | Reduce -18.6% | 2,864 | $245K |
| OxenFree Capital LLC | 0.13% | New | 2,840 | $242K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -0.3% | 2,820 | $241K |
| Moseley Investment Management Inc. | 0.07% | No change | 2,815 | $240K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.7% | 2,810 | $240K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -12.0% | 2,795 | $239K |
| Richardson Financial Services Inc. | 0.08% | New | 2,795 | $239K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,774 | $237K |
| Birch Capital Management, LLC | 0.12% | No change | 2,740 | $234K |
| Regimen Wealth, LLC | 0.07% | Reduce -62.2% | 2,735 | $233K |
| Kingdom Financial Group LLC. | 0.07% | New | 2,733 | $233K |
| Bulwark Capital Corp | 0.16% | Add +56.8% | 2,687 | $229K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.8% | 2,675 | $228K |
| Soundwatch Capital LLC | 0.04% | No change | 2,667 | $228K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,572 | $226K |
| Pinnacle Family Advisors, LLC | 0.10% | New | 2,639 | $225K |
| Keel Point, LLC | 0.01% | New | 2,631 | $225K |
| Elevation Wealth Management LLC | 0.21% | — | 2,621 | $224K |
| BCS Wealth Management | 0.02% | New | 2,582 | $220K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -4.9% | 2,582 | $220K |
| Traynor Capital Management, Inc. | 0.01% | New | 2,575 | $220K |
| Engineers Gate Manager LP | 0.00% | New | 2,556 | $218K |
| Bluesphere Advisors LLC | 0.10% | New | 2,546 | $217K |
| Community Bank, N.A. | 0.03% | Reduce -27.4% | 2,535 | $216K |
| Hofer & Associates. Inc | 0.11% | New | 2,489 | $212K |
| Lansing Street Advisors | 0.05% | New | 2,484 | $212K |
| FLP Wealth Management, LLC | 0.49% | New | 2,445 | $209K |
| Shrier Wealth Management, LLC | 0.08% | — | 2,427 | $207K |
| Integrated Investment Consultants, LLC | 0.04% | New | 2,420 | $207K |
| Tobias Financial Advisors, Inc. | 0.03% | New | 2,412 | $206K |
| Allen Capital Group, LLC | 0.02% | New | 2,395 | $204K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,395 | $204K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,391 | $204K |
| Parkside Financial Bank & Trust | 0.02% | Add +55.8% | 2,384 | $204K |
| Stone Summit Wealth LLC | 0.06% | New | 2,374 | $203K |
| Invested Advisors | 0.21% | New | 2,371 | $202K |
| Elevated Capital Advisors, LLC | 0.05% | New | 2,287 | $195K |
| WestEnd Advisors, LLC | 0.00% | Reduce -12.3% | 2,263 | $193K |
| First Horizon Corp. | 0.01% | Add +78.8% | 2,246 | $192K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,162 | $185K |
| Key Financial Inc | 0.03% | Add +156.5% | 2,147 | $183K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -6.1% | 2,121 | $181K |
| Lanark Financial, Inc. | 0.01% | Add +260.6% | 2,023 | $173K |
| TD Capital Management LLC | 0.02% | No change | 1,993 | $170K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +237.2% | 1,902 | $162K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,893 | $162K |
| Bfsg, LLC | 0.02% | No change | 1,877 | $160K |
| Redwood Park Advisors LLC | 0.11% | Add +36100.0% | 1,810 | $155K |
| International Assets Investment Management, LLC | 0.01% | New | 1,800 | $154K |
| Piscataqua Savings Bank | 0.11% | New | 1,791 | $153K |
| IFC & Insurance Marketing, Inc. | 0.14% | — | 1,657 | $141K |
| LGT Financial Advisors LLC | 0.85% | Reduce -4.4% | 1,623 | $139K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,400 | $120K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.0% | 1,363 | $116K |
| FWL Investment Management, LLC | 0.03% | Reduce -13.3% | 1,331 | $114K |
| Trust Co. of Vermont | 0.00% | No change | 1,263 | $108K |
| Atlantic Union Bankshares Corp | 0.00% | Add +30.1% | 1,239 | $106K |
| Gould Capital, LLC | 0.06% | Add +124.2% | 1,157 | $99K |
| Key Capital Management, INC | 0.09% | — | 1,082 | $92K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,065 | $91K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,036 | $88K |
| Barrett & Company, Inc. | 0.03% | No change | 1,020 | $87K |
| IAG Wealth Partners, LLC | 0.01% | Add +70.6% | 993 | $85K |
| Wells Financial Advisors INC | 0.16% | Add +392.5% | 985 | $84K |
| NBT Bank, N.A. | 0.01% | Add +0.9% | 977 | $78K |
| Evolution Wealth Management Inc. | 0.06% | Add +69.4% | 830 | $71K |
| Rothschild Investment LLC | 0.00% | No change | 825 | $70K |
| Highline Wealth Partners LLC | 0.02% | Add +157.9% | 735 | $63K |
| Sound Income Strategies, LLC | 0.00% | Add +3.1% | 655 | $59K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 691 | $59K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $57K |
| Bogart Wealth, LLC | 0.00% | Add +684.3% | 651 | $56K |
| Clearstead Trust, LLC | 0.01% | New | 586 | $50K |
| Colonial Trust Co / SC | 0.01% | Reduce -12.0% | 580 | $50K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -12.6% | 520 | $44K |
| GAMMA Investing LLC | 0.00% | No change | 476 | $41K |
| Financial Consulate, Inc. | 0.01% | No change | 450 | $38K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $38K |
| Costello Asset Management, INC | 0.01% | Add +32.9% | 404 | $34K |
| SageView Advisory Group, LLC | 0.00% | New | 391 | $33K |
| Networth Advisors, LLC | 0.02% | — | 387 | $33K |
| Compass Financial Services Inc | 0.01% | Reduce -95.2% | 385 | $33K |
| Root Financial Partners, LLC | 0.00% | Add +548.2% | 363 | $31K |
| WPG Advisers, LLC | 0.02% | Reduce -54.2% | 354 | $30K |
| ORG Partners LLC | 0.01% | Reduce -18.7% | 353 | $30K |
| Deane Retirement Strategies, Inc. | 0.01% | Reduce -1.5% | 330 | $28K |
| Citigroup Inc. | 0.00% | Add +260.0% | 324 | $28K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 309 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 294 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 270 | $23K |
| City Holding Co. | 0.00% | New | 270 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Add +28.9% | 268 | $23K |
| Groupe la Francaise | 0.00% | No change | 300 | $22K |
| Bokf, NA | 0.00% | Reduce -37.5% | 250 | $21K |
| Optima Capital LLC | 0.01% | New | 247 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 217 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 199 | $17K |
| Tucker Asset Management LLC | 0.00% | New | 189 | $16K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 175 | $15K |
| Signaturefd, LLC | 0.00% | Add +32.8% | 166 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +56.0% | 156 | $13K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 150 | $13K |
| Colonial Trust Advisors | 0.00% | New | 150 | $13K |
| SouthState Bank Corp | 0.00% | New | 150 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 148 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 130 | $11K |
| Hoey Investments, Inc. | 0.00% | New | 128 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 116 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | New | 109 | $9K |
| Whittier Trust Co. | 0.00% | No change | 101 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 105 | $9K |
| Grove Bank & Trust | 0.00% | No change | 100 | $9K |
| MCF Advisors LLC | 0.00% | New | 100 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | New | 90 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 87 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -97.6% | 69 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 73 | $6K |
| First Financial Corp. | 0.00% | Reduce -5.3% | 72 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | New | 72 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 70 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -85.7% | 69 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 61 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 55 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 45 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 44 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 36 | $3K |
| Archer Investment Corp | 0.00% | New | 35 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 32 | $3K |
| First Community Trust NA | 0.00% | Add +833.3% | 28 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 28 | $2K |
| Go Invest LLC | 0.00% | — | 28 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 25 | $2K |
| Covestor Ltd | 0.00% | No change | 17 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 21 | $2K |
| Crewe Advisors LLC | 0.00% | New | 20 | $2K |
| Aspect Partners, LLC | 0.00% | New | 20 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 20 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 16 | $1K |
| Park Square Financial Group, LLC | 0.00% | Reduce -28.6% | 10 | $520 |
| Chilton Capital Management LLC | 0.00% | New | 5 | $427 |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $341 |
| Eukles Asset Management | 0.00% | No change | 3 | $256 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $85 |
| Roble, Belko & Company, Inc | 0.00% | New | 4 | $0 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.