iShares Bitcoin Trust ETFIBITETF

13F holders, Q2 2025 (June 30)
1,439holders +252
311new positions
72sold out
8famous investors
$60.58avg. 13F price*

At the end of Q2 2025, 1,439 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 252 from Q1 2025. 311 opened new positions and 72 sold out. The largest holders were Brevan Howard Capital Management LP ($2.3B), Goldman Sachs Group Inc. ($1.6B) and Jane Street Group, LLC ($1.5B). 8 famous investors held it, including Paul Tudor Jones (2.1% of Tudor Investment Corporation's portfolio), Israel Englander (1.2% of Millennium Management's portfolio) and David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio).

Company
iShares Bitcoin Trust ETF
CUSIP
46438F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 443Q1 2024Q2 2024: 599Q2 2024Q3 2024: 676Q3 2024Q4 2024: 1,113Q4 2024Q1 2025: 1,187Q1 2025Q2 2025: 1,439Q2 2025Q3 2025: 1,629Q3 2025Q4 2025: 1,667Q4 2025Q1 2026: 1,555Q1 2026Q2 2026: 1,477Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions311$1.1B
Exits72$228.1M

All 13F filers, Q1 2025 → Q2 2025: 120,443,474 shares bought and 22,992,892 shares sold, net +97,450,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,439 holders

Brevan Howard Capital Management LP 25.44% Add +73.9% 37,506,057 $2.3B
Goldman Sachs Group Inc. 0.25% Add +9.6% 25,620,489 $1.6B
Jane Street Group, LLC 2.40% Add +267.7% 23,967,599 $1.5B
Millennium Management 1.21% Add +21.9% 21,434,338 $1.3B
Avenir Tech Ltd 86.42% Add +12.1% 16,558,663 $1.0B
Symmetry Investments LP 57.56% Add +3.5% 11,234,740 $687.7M
Susquehanna International Group, LLP 1.05% Add +4.8% 11,165,237 $683.4M
Capula Management Ltd 7.13% Add +22.5% 9,481,233 $580.3M
Mubadala Investment Co PJSC 2.81% No change 8,726,972 $534.2M
Morgan Stanley 0.03% Add +59.2% 7,983,783 $488.7M
BlackRock, Inc. 0.01% Add +34.7% 7,885,592 $482.7M
D. E. Shaw & Co. 0.48% Reduce -9.3% 7,363,495 $450.7M
Weiss Asset Management LP 8.31% Add +241.1% 7,217,838 $441.8M
Farallon Capital Management, L.L.C. 1.96% Add +21.2% 7,020,050 $429.7M
Schonfeld Strategic Advisors LLC 2.62% Add +4.6% 5,664,215 $346.7M
Galaxy Group Investments LLC 49.12% Add +16.3% 5,439,100 $332.9M
Castle Hook Partners LP 4.46% Add +231.1% 4,954,615 $303.3M
Tudor Investment Corporation 2.08% Reduce -5.4% 4,489,444 $274.8M
Sculptor Capital LP 7.14% Add +59.5% 4,487,247 $274.7M
Barclays PLC 0.10% Add +6.4% 4,190,058 $256.5M
IMC-Chicago, LLC 6.32% New 4,132,010 $252.9M
Clear Street LLC 1.32% Add +2181.2% 3,649,913 $223.4M
JPMorgan Chase & Co. 0.01% Add +1119.9% 3,217,056 $196.9M
Macquarie Group Ltd. 0.23% No change 3,077,292 $188.4M
Mint Tower Capital Management B.V. 49.88% Add +1131.5% 2,849,285 $174.4M
BSN CAPITAL PARTNERS Ltd 13.10% No change 2,800,000 $166.9M
Wells Fargo & Company 0.04% Add +368.8% 2,627,890 $160.9M
Graham Capital Management, L.P. 4.76% Add +15.6% 2,555,708 $156.4M
Al Warda Investments RSC Ltd 100.00% — 2,411,034 $147.6M
Tairen Capital Ltd 14.79% Add +220.6% 2,364,700 $144.7M
Pine Ridge Advisers LLC 8.43% Reduce -2.4% 2,159,590 $132.2M
Harvard Management Co. Inc. 8.14% New 1,906,000 $116.7M
ParaFi Capital LP 21.05% Reduce -0.7% 1,875,003 $114.8M
Pinpoint Asset Management (Singapore) Pte. Ltd. 19.82% — 1,852,706 $113.4M
Senator Investment Group LP 4.28% Add +43.2% 1,812,000 $110.9M
LPL Financial LLC 0.04% Add +40.4% 1,800,352 $110.2M
BlueCrest Capital Management Ltd 14.84% Add +379.7% 1,731,864 $106.0M
Citadel Advisors 0.09% Reduce -47.4% 1,651,423 $101.1M
CRCM LP 29.48% Reduce -49.0% 1,608,082 $98.4M
Cantor Fitzgerald, L. P. 2.38% Reduce -14.5% 1,572,158 $96.2M
Belvedere Trading LLC 7.54% Add +2525.3% 1,563,391 $95.7M
Trivest Advisors Ltd 3.51% New 1,477,800 $90.5M
Jain Global LLC 1.46% Add +319.1% 1,456,923 $89.2M
Trans-Canada Capital Inc. 6.05% Add +236.9% 1,451,701 $88.9M
Fortress Investment Group LLC 11.70% No change 1,325,000 $81.1M
Elequin Capital, LP 24.58% Add +807.0% 1,255,682 $76.9M
Verition Fund Management LLC 0.46% Add +53.6% 1,243,739 $76.1M
Point72 Asset Management 0.19% Reduce -71.0% 1,232,340 $75.4M
NINE MASTS CAPITAL Ltd 30.39% New 1,193,390 $73.0M
Wolverine Asset Management LLC 5.15% Add +176.1% 1,162,794 $71.2M
Ovata Capital Management Ltd 15.10% Add +50.1% 1,142,805 $69.8M
Old Mission Capital LLC 1.74% Add +2173.4% 1,068,798 $65.4M
WINTON GROUP Ltd 3.28% Add +495.4% 1,047,408 $64.1M
Cerity Partners LLC 0.11% Add +160.6% 1,038,059 $63.5M
Logan Stone Capital, LLC 28.96% Add +85.1% 1,004,850 $61.5M
Horizon Kinetics Asset Management LLC 0.70% Add +10.5% 961,927 $58.9M
Hudson Bay Capital Management LP 0.43% Add +245.1% 948,821 $58.1M
Kaleidoscope Capital LP 22.91% Reduce -19.3% 943,010 $57.7M
Betterment LLC 0.12% Add +1.5% 883,141 $54.1M
HRTG Gpe, LLC 6.33% New 870,845 $53.3M
Mariner Investment Group LLC 18.59% New 831,680 $50.9M
LMR Partners LLP 1.05% Add +190.8% 750,109 $45.9M
DRW Securities, LLC 3.00% Reduce -51.8% 696,429 $42.6M
Verde Servicos Internacionais S.A. 18.19% Add +59.1% 678,159 $41.5M
Private Advisor Group, LLC 0.22% Reduce -5.3% 674,048 $41.3M
Wealthfront Advisers LLC 0.11% Reduce -5.1% 671,585 $41.1M
Allen Operations LLC 5.64% No change 670,200 $41.0M
PNC Financial Services Group, Inc. 0.03% Add +0.5% 646,275 $39.6M
Financial Sense Advisors, Inc. 9.61% Reduce -4.5% 635,966 $38.9M
Cambridge Investment Research Advisors, Inc. 0.12% Add +10.7% 619,316 $37.9M
Titan Global Capital Management USA LLC 5.94% Reduce -6.3% 615,233 $37.7M
IvyRock Asset Management (HK) Ltd 17.23% Reduce -0.5% 610,100 $37.3M
Maplelane Capital, LLC 2.29% Reduce -29.9% 606,000 $37.1M
Anatole Investment Management Ltd 6.35% New 603,167 $36.9M
O'Neil Global Advisors, Inc. 8.46% Add +303.2% 600,311 $36.7M
Commonwealth Equity Services, LLC 0.05% Add +1.9% 595,930 $36.5M
HighTower Advisors, LLC 0.04% Add +50.6% 586,686 $35.9M
Mariner, LLC 0.05% Add +8.4% 575,649 $35.2M
Cetera Investment Advisers 0.06% Add +62.0% 561,678 $34.4M
Acorn Financial Advisory Services Inc. 5.43% Add +53.2% 540,834 $33.1M
Financial Engines Advisors L.L.C. 0.06% Add +30.1% 529,888 $32.4M
Yarbrough Capital, LLC 1.15% Add +45.5% 524,213 $32.1M
Himension Capital (singapore) Pte. LTD. 2.46% Add +6.1% 515,058 $31.5M
Tidal Investments LLC 0.21% Add +23.2% 514,055 $31.5M
Oxler Private Wealth LLC 9.82% Add +0.8% 510,654 $31.3M
All-Stars Investment Ltd 10.29% No change 501,000 $30.7M
Yong Rong (HK) Asset Management Ltd 7.38% New 500,000 $30.6M
Landscape Capital Management, L.L.C. 2.33% Add +6.5% 485,991 $29.7M
Paragon Advisors, LLC 7.54% Add +10.4% 471,755 $28.9M
Polar Asset Management Partners Inc. 0.97% New 471,313 $28.8M
Bank of America Corp. 0.00% Add +29.8% 467,794 $28.6M
Envestnet Asset Management Inc. 0.01% Add +43.0% 465,084 $28.5M
Copperleaf Capital, LLC 14.22% Add +1.0% 459,138 $28.1M
Aristides Capital LLC 8.90% Reduce -16.6% 456,154 $27.9M
Proficio Capital Partners LLC 1.74% Add +2551.2% 3,919,280 $27.9M
Cresset Asset Management, LLC 0.13% Add +33.7% 439,801 $26.9M
AlTi Global, Inc. 0.67% Add +49.6% 426,318 $26.9M
Creative Planning 0.02% Add +35.6% 423,576 $25.9M
Squarepoint Ops LLC 0.06% Add +368.5% 423,029 $25.9M
JTC Employer Solutions Trustee Ltd 2.43% Add +773.6% 415,961 $25.5M
Quantitative Investment Management, LLC 3.36% New 408,943 $25.0M
Lakewood Capital Management, LP 1.86% No change 398,510 $24.4M
Encompass More Asset Management 5.65% Add +55.7% 394,535 $24.1M
PPSC Investment Service Corp 2.20% Add +21.4% 385,000 $23.6M
Foundations Investment Advisors, LLC 0.37% Add +21.3% 377,630 $23.1M
US Bancorp \de 0.03% Add +27.7% 375,443 $23.0M
Parkwood LLC 2.08% Reduce -12.3% 370,000 $22.6M
GenTrust, LLC 1.06% No change 368,034 $22.5M
Marcho Partners LLP 8.83% New 366,900 $22.5M
SkyBridge Capital II, LLC 30.50% Add +9.7% 356,777 $21.8M
Ardmore Road Asset Management LP 1.74% Reduce -29.5% 344,000 $21.1M
NewEdge Advisors, LLC 0.11% Add +63.6% 516,704 $21.0M
Cibc World Market Inc. 0.05% Add +139.1% 334,826 $20.5M
MML Investors Services, LLC 0.06% Add +45.6% 331,178 $20.3M
Advisory Services Network, LLC 0.32% Add +50.3% 298,935 $19.8M
Corient Private Wealth LP 0.03% Add +6.2% 319,276 $19.5M
Fiduciary Alliance LLC 1.43% Add +15.6% 313,198 $19.2M
Zhang Financial LLC 0.87% Reduce -0.7% 308,752 $18.9M
Captrust Financial Advisors 0.04% Add +6.5% 294,683 $18.0M
Q Fund Management (Hong Kong) Ltd 9.89% Add +519.0% 294,000 $18.0M
Atlatl Advisers LLC 8.48% Add +220.6% 293,047 $17.9M
Simplex Trading, LLC 0.48% Reduce -42.4% 289,568 $17.7M
Strong Tower Advisory Services 3.48% Reduce -0.6% 288,111 $17.6M
Bleakley Financial Group, LLC 0.44% Add +18.3% 286,196 $17.5M
Harvest Portfolios Group Inc. 0.40% New 282,907 $17.3M
Hunting Hill Global Capital, LLC 9.26% Add +2671.9% 279,966 $17.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +43.5% 265,300 $16.5M
Engineers Gate Manager LP 0.20% Reduce -16.2% 267,827 $16.4M
Sanctuary Advisors, LLC 0.10% Add +34.9% 262,716 $16.1M
Teamwork Financial Advisors, LLC 1.97% Add +4088.3% 262,272 $16.1M
Cwm, LLC 0.06% Add +15.9% 260,025 $15.9M
Moneta Group Investment Advisors LLC 0.19% Add +7.6% 256,322 $15.7M
Sovran Advisors, LLC 1.64% Add +9.7% 253,412 $15.7M
Flow Traders U.S. LLC 0.56% Add +75.8% 246,542 $15.1M
NewEdge Wealth, LLC 0.23% Add +36.3% 217,094 $14.5M
Magnus Financial Group LLC 1.24% Add +7.1% 230,463 $14.1M
Ieq Capital, LLC 0.08% Add +911.0% 226,609 $13.9M
Global Retirement Partners, LLC 0.33% — 218,973 $13.4M
Claar Advisors LLC 4.07% New 216,994 $13.3M
Pekin Hardy Strauss, Inc. 1.50% Add +25.6% 214,811 $13.1M
NTV Asset Management LLC 1.57% Add +3.2% 214,164 $13.1M
Kestra Advisory Services, LLC 0.06% Add +25.7% 213,115 $13.0M
Scotia Capital Inc. 0.06% Add +15.8% 212,793 $13.0M
Brown University 9.16% Add +102.4% 212,500 $13.0M
Ratan Capital Management LP 5.84% No change 270,000 $12.6M
Kamunting Street Capital Management, L.P. 10.28% Add +36.8% 205,181 $12.6M
Avantax Advisory Services, Inc. 0.07% Add +215.2% 205,075 $12.6M
Syon Capital LLC 0.82% New 201,437 $12.3M
JGP Global Gestao de Recursos Ltda. 5.99% New 200,000 $12.2M
Tactive Advisors, LLC 3.95% — 199,339 $12.2M
Janus Henderson Group PLC 0.01% Reduce -23.6% 196,740 $12.0M
Sara-Bay Financial 4.27% Reduce -1.6% 194,900 $11.9M
Quattro Financial Advisors LLC 4.12% Reduce -18.3% 190,835 $11.7M
Pureheart Capital Pte Ltd. 1.88% New 186,000 $11.4M
Evolution Wealth Advisors, LLC 1.66% Add +0.4% 185,101 $11.3M
Mutual Advisors, LLC 0.28% Reduce -1.9% 169,546 $11.3M
Arkadios Wealth Advisors 0.33% Add +108.5% 181,119 $11.1M
KADENSA CAPITAL Ltd 1.76% Reduce -52.5% 181,092 $11.1M
TLT Family Holdco ULC 0.87% — 180,000 $11.0M
Brookstone Capital Management 0.14% Add +1.8% 179,821 $11.0M
Sassicaia Capital Advisers LLC 6.85% New 178,700 $10.9M
K2 Principal Fund, L.P. 4.61% Reduce -22.7% 174,000 $10.7M
Bienville Capital Management, LLC 2.09% New 173,122 $10.6M
Lido Advisors, LLC 0.06% Add +2.9% 172,856 $10.6M
Compass Ion Advisors, LLC 1.13% Add +1.3% 171,072 $10.5M
Farringdon Capital, Ltd. 3.47% Reduce -22.9% 168,784 $10.3M
Marshall Wace, LLP 0.01% Reduce -51.1% 168,749 $10.3M
Galaxy Digital Capital Management GP LLC 12.86% New 168,152 $10.3M
Walleye Capital LLC 0.10% New 164,987 $10.1M
Trek Financial, LLC 0.68% Reduce -2.6% 164,783 $10.1M
Verde Capital Management 2.47% Add +0.1% 163,512 $10.0M
Luxor Capital Group, LP 1.27% Add +202.2% 157,300 $9.6M
National Philanthropic Trust 0.13% Add +251.9% 156,689 $9.6M
Jaffetilchin Investment Partners, LLC 0.61% Add +1.1% 152,227 $9.3M
Insigneo Advisory Services, LLC 0.80% Add +25.4% 151,862 $9.3M
Proathlete Wealth Management LLC 2.91% Add +3.5% 149,430 $9.1M
Sapient Capital LLC 0.16% Add +10.3% 149,315 $9.1M
Lifeworks Advisors, LLC 1.34% Add +3.5% 146,808 $9.0M
Balyasny Asset Management L.P. 0.02% New 144,972 $8.9M
Alamea Verwaltungs GmbH 6.67% No change 144,892 $8.9M
Corecam Pte. Ltd. 4.97% Reduce -2.9% 144,310 $8.8M
Context Capital Management, LLC 6.90% Reduce -31.8% 144,000 $8.8M
Anthracite Investment Company, Inc. 4.59% New 143,900 $8.8M
HGC Investment Management Inc. 2.42% Reduce -10.1% 141,939 $8.7M
Clare Market Investments LLC 1.91% Reduce -16.6% 140,213 $8.6M
Axxcess Wealth Management, LLC 0.20% Reduce -3.7% 138,953 $8.5M
Farther Finance Advisors, LLC 0.17% Add +44.1% 138,395 $8.5M
BRIGHT VALLEY CAPITAL Ltd 7.38% Add +3.9% 135,000 $8.3M
IHT Wealth Management, LLC 0.22% Add +18.8% 133,166 $8.2M
Requisite Capital Management, LLC 1.75% Add +35.4% 131,818 $8.1M
X-Square Capital, LLC 2.85% Reduce -48.3% 129,466 $7.9M
Northeast Financial Consultants Inc 0.32% Reduce -7.3% 126,029 $7.7M
Equitable Holdings, Inc. 0.06% Add +19.0% 125,323 $7.7M
Matauro, LLC 1.44% Add +57.3% 125,189 $7.7M
Pettinga Financial Advisors LLC 1.67% Reduce -5.3% 124,578 $7.6M
Allen Investment Management, LLC 0.08% Add +420.5% 124,410 $7.6M
Vishria Bird Financial Group, LLC 2.52% Add +1.7% 123,834 $7.6M
VCI Wealth Management LLC 2.65% Add +6.4% 123,714 $7.6M
Pathstone Holdings, LLC 0.03% Reduce -1.0% 122,698 $7.5M
Focus Partners Wealth 0.02% Add +63.2% 122,530 $7.5M
Militia Capital Partners, LP 3.54% Add +74.8% 122,490 $7.5M
Marex Group Ltd 0.14% Reduce -98.2% 120,863 $7.4M
Revere Asset Management, Inc 3.58% New 120,453 $7.4M
K.J. Harrison & Partners Inc 1.21% Add +266.5% 119,228 $7.3M
Signal Advisors Wealth, LLC 0.57% Add +27.5% 118,761 $7.3M
Integrated Wealth Concepts LLC 0.07% Add +9.7% 117,677 $7.2M
BigSur Wealth Management LLC 1.82% Add +29.8% 117,595 $7.2M
Cercano Management LLC 0.20% No change 117,140 $7.2M
Renaissance Technologies 0.01% New 115,600 $7.1M
Palliser Capital (UK) Ltd 5.13% No change 114,841 $7.0M
Concentrum Wealth Management 2.20% Add +1.1% 114,601 $7.0M
Heirloom Wealth Management 1.85% Add +1.8% 114,578 $7.0M
First Trust Advisors LP 0.01% Add +28.5% 113,772 $7.0M
Walleye Trading LLC 0.17% Add +7.6% 113,228 $6.9M
Maripau Wealth Management LLC 3.40% Add +18.5% 109,802 $6.7M
APEIRON CAPITAL Ltd 6.34% New 143,400 $6.7M
UBS Group AG 0.00% Reduce -50.6% 109,152 $6.7M
Red Door Wealth Management, LLC 0.79% Reduce -18.1% 107,721 $6.6M
CIBC Private Wealth Group LLC 0.01% Reduce -9.8% 107,610 $6.6M
Marathon Trading Investment Management LLC 3.99% Reduce -34.2% 106,378 $6.5M
Wealthspire Advisors, LLC 0.04% Reduce -0.3% 105,759 $6.5M
SCS Capital Management LLC 0.07% Add +5.8% 105,565 $6.5M
Compagnie Lombard Odier SCmA 0.08% Add +23.5% 105,004 $6.4M
Wesbanco Bank Inc. 0.19% Add +0.3% 104,796 $6.4M
Epiq Partners, LLC 3.39% Reduce -0.0% 104,272 $6.4M
Titleist Asset Management, LLC 0.63% Add +7.0% 103,565 $6.3M
Kingswood Wealth Advisors, LLC 0.50% Add +2.1% 102,738 $6.3M
Visionary Wealth Advisors 0.32% Add +15.5% 101,825 $6.2M
J. Goldman & Co LP 0.19% New 101,251 $6.2M
Kingsview Wealth Management, LLC 0.10% Add +10.8% 98,604 $6.0M
Persistent Asset Partners Ltd 5.20% Reduce -35.6% 97,000 $5.9M
Transcend Capital Advisors, LLC 0.46% Add +20.7% 96,599 $5.9M
Upper Left Wealth Management, LLC 3.94% Add +3.8% 96,473 $5.9M
J. Safra Sarasin Holding AG 0.10% Add +50.1% 96,391 $5.9M
Vigilare Wealth Management 2.20% New 95,686 $5.9M
New Capital Management LP 1.61% Add +0.8% 94,526 $5.8M
Waratah Capital Advisors Ltd. 0.39% Add +80.2% 94,164 $5.8M
Cobblestone Asset Management LLC 2.97% Add +1.8% 92,315 $5.7M
CWA Asset Management Group, LLC 0.24% Reduce -9.1% 91,749 $5.6M
Parallax Volatility Advisers, L.P. 0.27% Reduce -7.8% 91,301 $5.6M
Fifth Third Bancorp 0.02% Add +17.2% 91,144 $5.6M
Advyzon Investment Management, LLC 1.23% Add +316.2% 91,125 $5.6M
Gainplan LLC 2.52% Reduce -11.9% 90,661 $5.5M
Avestar Capital, LLC 0.41% Add +3.0% 90,655 $5.5M
QTR Family Wealth, LLC 3.43% Add +216.3% 90,599 $5.5M
Andar Capital Management HK Ltd 6.44% Add +14.9% 90,000 $5.5M
Garde Capital, Inc. 0.29% Add +97.0% 89,069 $5.5M
Foundation Wealth Management, LLC 3.79% Add +7.2% 88,910 $5.4M
Addison Capital Co 1.88% Add +26.1% 88,543 $5.4M
Ausdal Financial Partners, Inc. 0.36% Add +79.5% 88,083 $5.4M
Total Investment Management Inc. 0.77% Add +63.2% 87,613 $5.4M
JBF Capital, Inc. 0.85% Reduce -64.8% 87,000 $5.3M
Riggs Asset Managment Co. Inc. 1.29% Add +46.7% 85,801 $5.3M
Vienna Asset Management LLC 3.61% Add +60.5% 85,619 $5.2M
Financial Enhancement Group LLC 0.74% Add +9.5% 77,369 $5.2M
Park Avenue Securities LLC 0.05% Add +18.9% 84,370 $5.2M
Concurrent Investment Advisors, LLC 0.10% Add +134.0% 83,646 $5.1M
Bridger Management, LLC 3.00% No change 83,119 $5.1M
Synergy Asset Management, LLC 0.58% New 82,789 $5.1M
Commerce Bank 0.03% Add +154.9% 82,586 $5.1M
Stratos Wealth Advisors, LLC 0.27% Add +3.5% 82,456 $5.0M
VestGen Advisors, LLC 0.20% Add +20.8% 79,873 $4.9M
W1M Asset Management Ltd 0.37% New 79,636 $4.9M
Mgo One Seven LLC 0.16% Add +1.7% 79,339 $4.9M
Obsidian Cio, LLC 0.70% Add +2.7% 78,665 $4.8M
BNC Wealth Management, LLC 1.40% Add +158.1% 77,169 $4.7M
Evoke Wealth, LLC 0.11% Add +126.2% 76,292 $4.7M
Quinn Opportunity Partners LLC 0.39% No change 75,000 $4.6M
Fort Point Capital Partners LLC 0.46% Add +3.4% 74,926 $4.6M
Centurion Wealth Management LLC 1.28% Add +733.6% 72,794 $4.5M
Geneva Partners, LLC 1.76% New 72,366 $4.4M
Pure Portfolios Holdings LLC 1.49% Reduce -3.7% 71,921 $4.4M
Brown Advisory Inc. 0.01% Add +21.1% 71,694 $4.4M
StoneX Group Inc. 0.21% Add +41.3% 71,076 $4.3M
Mill Creek Capital Advisors, LLC 0.10% Add +0.3% 70,816 $4.3M
Arete Wealth Advisors, LLC 0.31% Add +128.8% 70,335 $4.3M
FFG Partners, LLC 1.42% New 69,708 $4.3M
Rpo LLC 12.55% Add +132.1% 69,300 $4.2M
IPG Investment Advisors LLC 0.82% Add +64.1% 68,642 $4.2M
Bull Oak Capital, LLC 1.91% Reduce -49.1% 68,522 $4.2M
Centaurus Financial, Inc. 0.24% Add +27.1% 67,617 $4.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.41% Add +323.4% 67,610 $4.1M
Keebeck Wealth Management 0.54% Add +1.2% 67,341 $4.1M
Maridea Wealth Management LLC 1.07% Add +117.3% 66,846 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -20.9% 67,124 $4.1M
MAI Capital Management 0.03% Add +87.1% 65,696 $4.0M
Forte Asset Management LLC 2.04% Reduce -25.8% 65,425 $4.0M
Dakota Wealth Management 0.08% Add +5.1% 64,919 $4.0M
Valeo Financial Advisors, LLC 0.10% Add +57.9% 64,499 $3.9M
Virtu Financial LLC 0.20% New 64,287 $3.9M
Mission Wealth Management, LP 0.09% Add +15.8% 63,693 $3.9M
Brown Wealth Management, LLC 1.21% Add +63.2% 63,662 $3.9M
683 Capital Management, LLC 0.41% Reduce -42.7% 63,000 $3.9M
Empowered Funds, LLC 0.04% New 62,930 $3.9M
Oliver Lagore Vanvalin Investment Group 1.50% — 81,510 $3.8M
Capital Wealth Alliance, LLC 2.05% Add +42.8% 62,278 $3.8M
Moors & Cabot, Inc. 0.18% Add +3.4% 62,166 $3.8M
Park Edge Advisors, LLC 0.97% Add +76.9% 62,028 $3.8M
Secure Asset Management, LLC 0.70% Add +4.7% 61,281 $3.8M
Clark Capital Management Group, Inc. 0.03% Reduce -6.7% 60,606 $3.7M
Belpointe Asset Management LLC 0.15% Add +99.6% 60,313 $3.7M
Gries Financial LLC 0.66% Reduce -28.3% 58,847 $3.6M
BBR Partners, LLC 0.22% Add +0.0% 58,524 $3.6M
Udine Wealth Management, Inc. 1.88% Add +0.9% 58,132 $3.6M
Activest Wealth Management 0.85% Add +4.3% 57,410 $3.5M
CSS LLC 0.65% Reduce -1.2% 57,220 $3.5M
Bosman Wealth Management, LLC 3.11% Add +54.7% 57,218 $3.5M
Ethos Financial Group, LLC 0.30% Add +7.3% 57,068 $3.5M
Gerber Kawasaki Wealth & Investment Management 0.13% Add +3.4% 56,979 $3.5M
Salem Investment Counselors Inc. 0.11% Add +2785.4% 56,612 $3.5M
Genesee Capital Advisors, LLC 1.55% Add +1.7% 56,555 $3.5M
Coatue Management 0.01% New 56,508 $3.5M
Wealthcare Advisory Partners LLC 0.08% Add +66.5% 56,063 $3.4M
Waterloo Capital, L.P. 0.28% New 56,018 $3.4M
Bellecapital International Ltd. 0.61% Reduce -13.9% 55,894 $3.4M
Integral Investment Advisors, Inc. 0.97% Add +0.4% 55,444 $3.4M
Alpha Wave Global, LP 0.37% New 55,373 $3.4M
Aprio Wealth Management, LLC 0.38% Add +43.6% 55,302 $3.4M
Ewing Morris & Co. Investment Partners Ltd. 1.52% Add +18.1% 55,160 $3.4M
Baker Avenue Asset Management, LP 0.10% Add +2.0% 54,960 $3.4M
SeaCrest Wealth Management, LLC 0.36% Add +59.7% 54,673 $3.3M
HB Wealth Management, LLC 0.03% Add +26.3% 54,384 $3.3M
EP Wealth Advisors, LLC 0.02% Add +16.5% 54,355 $3.3M
Telligent Fund, LP 3.02% New 54,000 $3.3M
Beacon Pointe Advisors, LLC 0.03% Add +8.8% 53,771 $3.3M
Prelude Capital Management, LLC 0.32% Reduce -9.9% 53,676 $3.3M
Baring Financial LLC 2.43% Add +32.8% 53,266 $3.3M
AE Wealth Management LLC 0.02% Add +131.3% 53,248 $3.3M
Panoramic Investment Advisors, LLC 1.99% Reduce -0.7% 52,873 $3.2M
Sageworth Trust Co 0.18% Add +4.9% 52,836 $3.2M
Atria Investments, Inc 0.04% Add +6.4% 52,724 $3.2M
Deltec Asset Management LLC 0.57% Add +353.9% 52,650 $3.2M
Royal Harbor Partners, LLC 1.17% New 52,469 $3.2M
Simplicity Wealth,LLC 0.13% Reduce -46.0% 52,080 $3.2M
Choreo, LLC 0.04% Add +2.4% 51,679 $3.2M
Rik Saylor Financial, Inc. 2.42% Add +1.1% 51,276 $3.1M
Lansing Street Advisors 0.93% Add +87.1% 51,136 $3.1M
Vontobel Holding Ltd. 0.01% Add +103.8% 50,750 $3.1M
OneAscent Financial Services LLC 0.22% Reduce -1.9% 51,509 $3.1M
Traphagen Investment Advisors LLC 0.29% Add +6.2% 50,223 $3.1M
GAM Holding AG 0.22% New 50,000 $3.1M
Alpha Zero LLC 1.97% Add +34.6% 49,519 $3.0M
Freestone Capital Holdings, LLC 0.10% Add +52.2% 49,298 $3.0M
Bank of New York Mellon Corp 0.00% Add +2.5% 49,290 $3.0M
Palumbo Wealth Management LLC 0.92% Add +131.1% 48,770 $3.0M
Transcendent Capital Group LLC 1.52% Add +2.9% 48,260 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +6.3% 48,259 $3.0M
Jackson Square Capital, LLC 0.66% New 48,194 $2.9M
Affinity Wealth LLC 2.51% New 48,147 $2.9M
Bulltick Wealth Management, LLC 0.73% Add +570.1% 48,071 $2.9M
Convergence Financial, LLC 0.50% Add +239.8% 47,528 $2.9M
ZEGA Investments, LLC 0.73% Add +986.0% 47,319 $2.9M
Stelac Advisory Services LLC 1.10% No change 47,208 $2.9M
Larson Financial Group LLC 0.12% Add +18.8% 47,110 $2.9M
Modus Advisors, LLC 0.85% Add +240.4% 46,631 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -2.3% 45,937 $2.8M
Riversedge Advisors, LLC 0.55% Reduce -26.8% 45,769 $2.8M
Basso Capital Management, L.P. 2.08% Add +30.3% 45,755 $2.8M
Truist Financial Corp. 0.00% Add +0.4% 45,287 $2.8M
Northern Trust Corp. 0.00% Reduce -45.7% 45,055 $2.8M
Northstar Advisory Group, LLC 1.34% New 44,880 $2.7M
Assetmark, Inc. 0.01% Add +22.4% 44,404 $2.7M
Sepio Capital, LP 0.19% Add +9.6% 44,248 $2.7M
Jefferies Financial Group Inc. 0.05% Add +175.9% 43,781 $2.7M
Jackson Hole Capital Partners, LLC 0.49% No change 43,552 $2.7M
Stratos Wealth Partners, LTD. 0.04% Add +20.4% 43,155 $2.6M
Kingstone Capital Partners Texas, LLC 1.72% New 43,109 $2.6M
Rothschild Investment LLC 0.16% Reduce -6.5% 42,692 $2.6M
Arax Advisory Partners 0.12% Add +255.2% 42,667 $2.6M
Fortress Private Ledger, LLC 1.18% Add +29.5% 42,594 $2.6M
Compass Capital Corp. /Ma/ 1.22% Reduce -0.9% 37,877 $2.6M
World Investment Advisors 0.06% Add +30.7% 42,096 $2.6M
J.W. Cole Advisors, Inc. 0.05% Add +71.0% 41,744 $2.6M
M Holdings Securities, Inc. 0.44% Add +98.0% 41,715 $2.5M
Solstein Capital, LLC 1.30% Add +20.5% 41,318 $2.5M
RFG Advisory, LLC 0.06% Add +66.3% 41,218 $2.5M
Integrity Alliance, Llc. 0.14% Add +13.0% 40,816 $2.5M
Avidian Wealth Enterprises, LLC 0.10% Add +12.3% 40,574 $2.5M
Ion Asset Management Ltd. 0.15% No change 40,000 $2.4M
Integrated Advisors Network LLC 0.11% Add +2.5% 39,730 $2.4M
Empower Advisory Group, LLC 0.01% Reduce -16.5% 39,724 $2.4M
Finer Wealth Management, Inc. 1.30% Add +136.2% 39,668 $2.4M
Parallel Advisors, LLC 0.05% Add +10.3% 39,448 $2.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +30.6% 39,071 $2.4M
Perigon Wealth Management, LLC 0.06% Add +15.6% 38,841 $2.4M
Merit Financial Group, LLC 0.03% Add +45.6% 38,680 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +4.0% 38,630 $2.4M
Nkcfo LLC 0.97% Add +90.0% 38,000 $2.3M
Summit Trail Advisors, LLC 0.04% Add +338.9% 37,669 $2.3M
Elios Financial Group Inc. 1.04% New 37,608 $2.3M
Ursa Fund Management, LLC 5.83% Add +5.9% 37,600 $2.3M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.61% No change 37,476 $2.3M
Montz Harcus Wealth Management LLC 1.11% No change 37,452 $2.3M
Investment Partners, LTD. 0.87% Add +89.9% 37,447 $2.3M
Sterling Investment Advisors, Ltd. 0.50% Add +4.9% 37,230 $2.3M
First National Trust Co 0.08% Add +72.1% 36,398 $2.2M
Apeiron RIA LLC 0.57% Add +5.5% 36,236 $2.2M
Meitav Investment House Ltd. 0.03% Add +66.4% 36,022 $2.2M
Sagace Wealth Management LLC 1.64% New 35,931 $2.2M
High Note Wealth, LLC 0.50% Add +6006.1% 35,904 $2.2M
Matrix Private Capital Group LLC 1.29% Add +27.4% 35,781 $2.2M
CreativeOne Wealth, LLC 0.06% Add +34.7% 35,657 $2.2M
KM Capital Management Ltd. 1.08% Reduce -14.8% 35,613 $2.2M
Phraction Management LLC 0.74% Add +27.1% 35,600 $2.2M
HCR Wealth Advisors 0.26% Add +10.0% 35,508 $2.2M
Hippocratic Financial Advisors, LLC 1.16% Add +47.8% 35,497 $2.2M
Capital Markets Trading UK LLP 2.46% Add +24.2% 35,314 $2.2M
Strategic Wealth Partners, Ltd. 0.17% — 35,297 $2.2M
Pine Valley Investments Ltd Liability Co 0.13% Add +38.1% 35,290 $2.2M
Quantinno Capital Management LP 0.01% New 35,100 $2.1M
Royal Bank of Canada 0.00% Reduce -43.5% 35,020 $2.1M
Amtrust Financial Services, Inc. 0.77% No change 35,000 $2.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +22.0% 34,948 $2.1M
Clearstead Advisors, LLC 0.03% Add +18.0% 34,914 $2.1M
Great Valley Advisor Group, Inc. 0.05% Add +40.0% 34,919 $2.1M
Bordeaux Wealth Advisors LLC 0.27% Add +3.5% 34,877 $2.1M
M.D. Sass, LLC 0.17% New 34,631 $2.1M
Ackerman Capital Advisors, LLC 0.49% Add +24.3% 34,485 $2.1M
GFS Advisors, LLC 0.29% Add +0.1% 34,339 $2.1M
Waverly Advisors, LLC 0.02% Add +0.9% 34,222 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +75.7% 33,424 $2.0M
Cary Street Partners Financial LLC 0.06% Add +7.3% 33,366 $2.0M
WESCAP Management Group, Inc. 0.46% Add +3.1% 33,314 $2.0M
Platform Technology Partners 0.53% New 33,231 $2.0M
Strategic Family Wealth Counselors, L.L.C. 0.58% No change 33,221 $2.0M
WealthShield Partners, LLC 0.25% Add +2.6% 33,209 $2.0M
Financial Futures Ltd Liability Co. 1.09% Add +3.6% 33,148 $2.0M
Central Asset Investments & Management Holdings (HK) Ltd 1.85% Add +125.2% 33,100 $2.0M
Wedbush Securities Inc. 0.07% Add +21.6% 33,000 $2.0M
Independent Financial Group, LLC 0.06% Reduce -7.4% 32,962 $2.0M
Resurgent Financial Advisors LLC 1.10% Reduce -2.8% 32,710 $2.0M
Pachira Investments Inc. 1.51% Reduce -1.0% 32,695 $2.0M
Boothbay Fund Management, LLC 0.06% Reduce -47.6% 32,578 $2.0M
Truvestments Capital LLC 0.40% Add +386.5% 32,567 $2.0M
Griffin Asset Management, Inc. 0.23% Add +13.5% 32,333 $2.0M
Wealth Management Associates, Inc. 0.77% No change 32,207 $2.0M
Objective Capital Management, LLC 2.21% Add +36.9% 32,129 $2.0M
Sterling Financial Group, Inc. 0.66% New 32,075 $2.0M
Cornerstone Advisory, LLC 0.21% Add +9.5% 31,993 $2.0M
AlphaCore Capital LLC 0.07% Add +57.2% 31,964 $2.0M
Fermata Advisors, LLC 0.52% Add +13.1% 31,835 $1.9M
Wakefield Asset Management LLLP 0.54% Add +3.3% 31,711 $1.9M
Mustico Financial Group, Inc. 1.78% — 29,691 $1.9M
Kirtland Hills Capital Management, LLC 0.89% Add +67.6% 31,517 $1.9M
NorthCoast Asset Management LLC 0.01% Add +30.1% 31,488 $1.9M
Blue Investment Partners LLC 0.68% Add +1.5% 31,485 $1.9M
Chicago Partners Investment Group LLC 0.06% Add +19.3% 28,637 $1.9M
CMG Global Holdings, LLC 1.00% Add +1.1% 28,443 $1.9M
Curi Capital, LLC 0.04% New 30,978 $1.9M
Harbor Investment Advisory, LLC 0.17% Add +13.4% 30,804 $1.9M
Elevation Point Wealth Partners, LLC 0.15% Add +4.2% 30,757 $1.9M
Avid Wealth Partners LLC 1.07% Add +8.1% 30,455 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +41.5% 29,994 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +2441.8% 29,942 $1.8M
Vista Finance, LLC 1.58% No change 29,885 $1.8M
Tarbox Family Office, Inc. 0.27% Add +98.9% 29,817 $1.8M
Blue Sky Capital Consultants Group, Inc. 0.94% Add +1.5% 29,813 $1.8M
Bearing Point Capital, LLC 0.33% Add +34.1% 29,535 $1.8M
Gradient Investments LLC 0.03% Add +3.6% 29,523 $1.8M
Keybank National Association 0.01% Add +52.8% 29,332 $1.8M
Andina Capital Management, LLC 1.25% Reduce -5.8% 29,245 $1.8M
Gladstone Institutional Advisory LLC 0.07% Add +84.3% 29,139 $1.8M
Savant Capital, LLC 0.01% Add +19.9% 29,014 $1.8M
Allworth Financial LP 0.01% Reduce -0.7% 28,855 $1.8M
Family Manage LLC 0.26% New 28,498 $1.7M
SteelPeak Wealth, LLC 0.07% Add +21.0% 28,483 $1.7M
Copia Wealth Management 1.46% Add +10.8% 28,213 $1.7M
Massar Capital Management, LP 1.29% Add +121.5% 28,000 $1.7M
Simon Quick Advisors, LLC 0.09% Reduce -2.0% 27,969 $1.7M
Silverleafe Capital Partners, LLC 0.59% New 27,757 $1.7M
Comerica Bank 0.01% Add +107.8% 27,605 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -25.8% 27,553 $1.7M
Capricorn Fund Managers Ltd 0.80% Add +96.4% 27,490 $1.7M
Tsfg, LLC 0.30% Add +12.4% 27,355 $1.7M
FWG Holdings, LLC 0.78% Add +55.9% 25,570 $1.7M
Osaic Holdings, Inc. 0.00% Add +18.4% 29,545 $1.7M
Calamos Wealth Management LLC 0.07% Add +27.1% 27,213 $1.7M
Meteora Capital, LLC 0.32% New 27,000 $1.7M
Centiva Capital, LP 0.11% New 26,969 $1.7M
GR Financial Group, LLC 0.39% Add +178.8% 26,360 $1.6M
Independent Family Office, LLC 0.75% Add +16.6% 26,330 $1.6M
Bellwether Advisors, LLC 0.27% No change 26,283 $1.6M
RIA Advisory Group LLC 0.47% Add +22.6% 26,185 $1.6M
Strategic Investment Solutions, Inc. 0.48% Add +1428.2% 26,178 $1.6M
Almanack Investment Partners, LLC. 0.25% Add +67.7% 26,111 $1.6M
Principia Wealth Advisory, LLC 1.36% Add +6.2% 26,096 $1.6M
RoundAngle Advisors LLC 1.33% Reduce -2.5% 26,014 $1.6M
BlackDiamond Wealth Management, LLC 0.91% Reduce -8.8% 26,449 $1.6M
Mirador Capital Partners LP 0.26% Add +1.0% 25,837 $1.6M
Smith, Moore & Co. 0.13% Reduce -19.9% 25,806 $1.6M
Sanders Morris Harris LLC 0.38% Add +128.5% 25,750 $1.6M
GM Advisory Group, LLC 0.08% Add +69.9% 25,682 $1.6M
LaSalle St. Investment Advisors, LLC 0.43% Add +327.9% 25,675 $1.6M
Signaturefd, LLC 0.03% Add +103.2% 25,560 $1.6M
Howard Capital Management Group, LLC 0.11% No change 25,525 $1.6M
Wellington Shields Capital Management, LLC 0.26% Add +3.2% 25,510 $1.6M
Pursue Wealth Partners LLC 0.88% New 25,352 $1.6M
Marathon Asset Management LP 3.65% New 25,000 $1.5M
EverSource Wealth Advisors, LLC 0.07% Add +15.4% 24,839 $1.5M
Diversified Trust Co. 0.03% Reduce -1.5% 24,798 $1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Add +4.2% 24,654 $1.5M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -53.9% 24,447 $1.5M
Wealthedge Investment Advisors, LLC 0.62% Reduce -63.5% 24,305 $1.5M
Sycale Advisors (NY) LLC 0.47% New 24,000 $1.5M
Elevate Capital Advisors, LLC 1.17% Reduce -8.1% 23,935 $1.5M
Venture Visionary Partners LLC 0.05% Add +13.1% 23,758 $1.5M
LCM Capital Management Inc 0.75% Add +6.0% 23,540 $1.4M
Seaview Investment Managers LLC 0.30% Add +132.1% 23,202 $1.4M
Gemmer Asset Management LLC 0.13% Add +170.8% 23,107 $1.4M
LexAurum Advisors, LLC 0.22% Add +28.1% 23,036 $1.4M
Coastal Bridge Advisors, LLC 0.12% Add +3.3% 22,959 $1.4M
AlphaStar Capital Management, LLC 0.10% Add +26.7% 22,895 $1.4M
Circle Wealth Management, LLC 0.03% Add +337.6% 22,860 $1.4M
CORDA Investment Management, LLC. 0.10% New 22,853 $1.4M
BridgePort Financial Solutions, LLC 0.46% Add +4.1% 22,845 $1.4M
Gibson Capital, LLC 0.27% Add +314.7% 22,663 $1.4M
Fonville Wealth Management LLC 0.35% Add +21.2% 22,590 $1.4M
Cambridge Financial Group, LLC 0.52% Add +6.7% 22,535 $1.4M
All Terrain Financial Advisors, LLC 0.50% Add +2.3% 22,473 $1.4M
Cape Investment Advisory, Inc. 0.50% Add +1.7% 22,435 $1.4M
Mountain Capital Investment Advisors Inc. 0.26% Add +1.4% 22,912 $1.4M
Fig Financial Advisory Services Inc. 0.91% Reduce -22.6% 22,350 $1.4M
Procyon Advisors, LLC 0.13% Reduce -31.1% 22,076 $1.4M
Deane Retirement Strategies, Inc. 0.60% Add +1.3% 22,010 $1.3M
Morse Asset Management, Inc 0.30% Add +2100.0% 22,000 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +9.8% 21,978 $1.3M
BlueChip Wealth Advisors LLC 0.55% Add +5.4% 21,965 $1.3M
Bison Wealth, LLC 0.11% Add +37.7% 19,949 $1.3M
Rye Brook Capital LLC 1.40% New 21,900 $1.3M
Smith Anglin Financial, LLC 0.12% Add +34.5% 21,883 $1.3M
IFC Advisors LLC 0.25% No change 21,764 $1.3M
Palisade Capital Management, LP 0.04% Reduce -18.9% 21,697 $1.3M
Vista Investment Partners Ii, LLC 0.64% Add +28.1% 21,576 $1.3M
LBMC Investment Advisors, LLC 0.09% Add +53.8% 21,530 $1.3M
Sphera Funds Management LTD. 0.34% Add +163.3% 21,455 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Add +15.2% 21,395 $1.3M
Delta Investment Management, LLC 0.25% Reduce -0.7% 21,380 $1.3M
Brookwood Investment Group LLC 0.21% Reduce -13.1% 21,368 $1.3M
Sound View Wealth Advisors Group, LLC 0.10% Add +53.8% 21,130 $1.3M
Archer Investment Corp 0.31% Add +0.4% 21,109 $1.3M
Rwa Wealth Partners, LLC 0.02% New 21,069 $1.3M
Avior Wealth Management, LLC 0.04% Add +10.7% 21,013 $1.3M
ARS Investment Partners, LLC 0.09% Add +36.6% 20,765 $1.3M
Wealth Alliance, LLC 0.14% Add +49.4% 20,762 $1.3M
Altura Wealth Advisors Inc. 0.71% Add +4.6% 20,637 $1.3M
Schorn Wealth LLC 0.42% Add +9.0% 20,622 $1.3M
Pennington Partners & Co., LLC 0.67% Reduce -8.3% 20,550 $1.3M
Avaii Wealth Management, LLC 0.56% Add +187.2% 20,545 $1.3M
Patten & Patten Inc. 0.08% Add +183.2% 20,499 $1.3M
IFP Advisors, Inc 0.04% Add +31.8% 20,443 $1.3M
Nvwm, LLC 0.30% Add +10945.4% 20,434 $1.3M
Lauer Wealth, LLC 1.05% Add +39.0% 18,480 $1.2M
Garden State Investment Advisory Services LLC 0.34% Add +13.0% 20,288 $1.2M
Leo Wealth, LLC 0.10% Add +29.5% 20,177 $1.2M
Wedmont Private Capital 0.05% Add +16.7% 19,354 $1.2M
Capital Management Associates 2.00% No change 20,000 $1.2M
Torno Capital, LLC 0.46% Reduce -52.9% 20,000 $1.2M
Impact Partnership Wealth, LLC 0.23% Add +2.1% 19,985 $1.2M
NFSG Corp 0.20% Add +53.8% 19,896 $1.2M
Powell Investment Advisors, LLC 0.46% Add +10.9% 19,815 $1.2M
Perennial Investment Advisors, LLC 0.12% Add +29.4% 19,811 $1.2M
CW Advisors, LLC 0.01% Add +51.6% 19,763 $1.2M
Invesco Ltd. 0.00% Add +2.8% 19,737 $1.2M
Heritage Oak Wealth Advisors LLC 0.47% New 19,690 $1.2M
Core Wealth Partners LLC 0.61% Add +56.8% 19,678 $1.2M
Diametric Capital, LP 0.64% Reduce -19.4% 19,620 $1.2M
Tme Financial, Inc. 0.96% Add +6.9% 19,451 $1.2M
Maia Wealth LLC 0.23% Add +3.7% 19,419 $1.2M
FineMark National Bank & Trust 0.04% Reduce -4.5% 19,322 $1.2M
Hurley Capital, LLC 0.83% Add +10.1% 19,277 $1.2M
Joel Isaacson & Co., LLC 0.05% Reduce -69.2% 19,254 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.73% Reduce -1.7% 19,239 $1.2M
Momentum Wealth Planning, LLC 1.02% — 19,200 $1.2M
Vantage Investment Partners, LLC 0.09% No change 19,132 $1.2M
Private Capital Advisors, Inc. 0.14% Reduce -23.5% 19,041 $1.2M
Nicolet Bankshares Inc. 0.20% Add +9.9% 19,014 $1.2M
Watershed Private Wealth LLC 0.42% Add +12.0% 18,912 $1.2M
Choate Investment Advisors 0.03% Add +0.5% 18,878 $1.2M
Formidable Asset Management, LLC 0.19% No change 24,658 $1.2M
Sloy Dahl & Holst, LLC 0.16% No change 18,828 $1.2M
Rinkey Investments 0.35% Add +37.7% 18,768 $1.1M
jvl associates llc 0.41% Add +80.3% 18,750 $1.1M
FNY Investment Advisers, LLC 0.50% Add +131.0% 18,713 $1.1M
Carnegie Investment Counsel 0.02% Add +244.3% 18,688 $1.1M
Key Client Fiduciary Advisors, LLC 0.47% Add +11.5% 18,555 $1.1M
Unique Wealth, LLC 0.18% Add +15.3% 18,428 $1.1M
Stevens Capital Management LP 0.31% New 18,406 $1.1M
Clear Creek Financial Management, LLC 0.11% Add +52.4% 18,321 $1.1M
Busey Bank 0.03% Add +0.2% 18,305 $1.1M
First United Bank & Trust 0.39% Reduce -13.2% 18,301 $1.1M
McElhenny Sheffield Capital Management, LLC 0.30% No change 18,269 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +121.0% 18,238 $1.1M
Evergreen Capital Management LLC 0.03% No change 18,233 $1.1M
Constant Guidance Financial LLC 1.12% New 16,455 $1.1M
Americana Partners, LLC 0.04% Add +10.3% 18,185 $1.1M
Sound Financial Strategies Group, LLC 0.94% Add +14.9% 18,151 $1.1M
Generation Capital Management LLC 0.88% Reduce -1.3% 18,116 $1.1M
Old National Bancorp 0.02% Add +1.3% 18,070 $1.1M
Black Swift Group, LLC 0.22% Add +30.8% 18,050 $1.1M
Austin Wealth Management, LLC 0.19% Add +214.2% 16,496 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +39.4% 17,868 $1.1M
Keystone Financial Group 0.10% Add +4.0% 17,776 $1.1M
Csenge Advisory Group 0.06% Add +4.3% 18,247 $1.1M
Atlas Private Wealth Advisors 0.14% Add +52.0% 17,640 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.10% No change 17,567 $1.1M
Boreal Capital Management LLC 1.03% — 17,534 $1.1M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +23.4% 17,523 $1.1M
Sovereign Financial Group, Inc. 0.22% Add +0.1% 17,493 $1.1M
International Assets Investment Management, LLC 0.09% New 17,321 $1.1M
Geneos Wealth Management Inc. 0.03% Add +6.4% 17,084 $1.0M
Dimension Capital Management LLC 0.16% Reduce -62.0% 17,039 $1.0M
MFG Wealth Management, Inc. 0.88% New 17,026 $1.0M
PFG Investments, LLC 0.06% Reduce -0.5% 16,956 $1.0M
Graypoint LLC 0.06% Add +13.8% 16,843 $1.0M
Traynor Capital Management, Inc. 0.07% Add +7.2% 17,214 $1.0M
Ball & Co Wealth Management Inc. 1.10% New 16,813 $1.0M
Dynamic Technology Lab Private Ltd 0.14% New 16,550 $1.0M
Accel Wealth Management 0.34% Add +8.2% 16,539 $1.0M
BRC Group Holdings, Inc. 1.14% Add +725.0% 16,500 $1.0M
Hibernia Wealth Partners, LLC 0.37% Add +48.8% 16,449 $1.0M
West Michigan Advisors, LLC 0.28% Add +17.3% 16,403 $1.0M
Pinnacle Financial Partners Inc 0.02% Add +2.6% 16,342 $1.0M
Intrua Financial, LLC 0.14% Add +23.2% 16,264 $996K
HBK Sorce Advisory LLC 0.03% Add +7.3% 16,188 $991K
Peapack Gladstone Financial Corp. 0.01% Add +20.9% 16,170 $990K
Savvy Advisors, Inc. 0.07% Add +60.6% 16,164 $989K
Gould Capital, LLC 0.66% Reduce -0.8% 16,142 $988K
Williams Jones Wealth Management, LLC. 0.01% Add +208.6% 16,123 $987K
Good Life Advisors, LLC 0.06% Add +20.4% 16,092 $985K
Capasso Planning Partners LLC 0.55% Reduce -9.8% 15,981 $978K
Ridgewood Investments LLC 0.42% Add +34.5% 15,946 $976K
Friday Financial 0.50% Add +10.5% 15,903 $973K
Beacon Financial Group 0.10% Reduce -2.1% 15,858 $971K
Quadcap Wealth Management, LLC 0.12% Add +7.0% 15,833 $969K
Pennsylvania Capital Management Inc. 0.31% Add +3.8% 15,809 $968K
U.S. Capital Wealth Advisors, LLC 0.03% Add +14.4% 15,632 $957K
Capital Advisors Inc. 0.02% Add +176.5% 24,897 $953K
Cypress Wealth Services, LLC 0.17% Add +4.3% 15,561 $952K
DeDora Capital, Inc. 0.25% Add +7.4% 15,558 $952K
Coston, McIsaac & Partners 0.25% Reduce -0.1% 15,508 $949K
Main Street Financial Solutions, LLC 0.07% New 15,499 $949K
HUB Investment Partners, LLC 0.03% Reduce -2.5% 15,470 $947K
Tamar Securities, LLC 0.11% No change 15,403 $943K
Thompson Davis & Co., Inc. 0.64% Add +16.7% 15,371 $941K
Evercore Wealth Management, LLC 0.01% Reduce -14.9% 15,358 $940K
Townsquare Capital LLC 0.09% Reduce -83.0% 15,325 $938K
United Capital Financial Advisors, LLC 0.01% Add +5.2% 15,300 $937K
Sofi Wealth, LLC 0.06% New 15,175 $929K
Asset Allocation Strategies LLC 0.20% Reduce -8.5% 15,143 $927K
Little House Capital LLC 0.23% Add +5.5% 15,097 $924K
Asset Dedication, LLC 0.07% Add +13.5% 15,092 $924K
WealthTrust Asset Management, LLC 0.69% Add +1.2% 15,013 $919K
Fifth Lane Capital, LP 1.12% No change 15,000 $918K
Orvieto Partners, L.P. 0.82% No change 15,000 $918K
Clarius Group, LLC 0.05% Add +30.8% 14,938 $914K
Pure Financial Advisors, LLC 0.02% Add +3.9% 14,925 $914K
Level Four Advisory Services, LLC 0.03% New 14,922 $913K
LWM Advisory Services, LLC 0.63% No change 14,875 $910K
Federation des caisses Desjardins du Quebec 0.00% Add +27.5% 14,873 $910K
Manchester Capital Management LLC 0.12% Add +14.2% 14,868 $910K
Howland Capital Management LLC 0.04% Reduce -15.0% 14,843 $909K
Afg Fiduciary Services Limited Partnership 0.58% Reduce -11.3% 15,175 $908K
Compound Planning, Inc. 0.03% Reduce -29.5% 14,824 $907K
LM Advisors LLC 0.12% Add +8.4% 14,655 $897K
Kagan Cocozza Asset Management 0.69% No change 14,640 $896K
Chilton Capital Management LLC 0.03% No change 14,622 $895K
Citrine Capital LLC 0.47% Add +138.2% 14,573 $892K
Glassman Wealth Services 0.14% Add +0.9% 14,554 $891K
Planning Alternatives Ltd. 0.12% Add +2.0% 14,489 $887K
Wealth Watch Advisors, INC 0.51% Add +1.4% 14,471 $886K
Octavia Wealth Advisors, LLC 0.10% Add +7.9% 14,378 $880K
Heritage Family Offices, LLP 0.44% No change 18,413 $876K
Guardian Partners Inc. 0.08% Add +16.5% 13,742 $874K
Modera Wealth Management, LLC 0.01% Add +1.6% 14,160 $867K
Icon Wealth Advisors, LLC 0.06% Add +21.7% 14,146 $866K
Stifel Financial Corp. 0.00% Add +30.4% 14,140 $865K
Ashton Thomas Private Wealth, LLC 0.03% Add +5.1% 14,128 $865K
Canton Hathaway, LLC 0.18% Add +41.0% 14,100 $863K
Insight Advisors, LLC/ PA 0.14% Add +3.4% 14,058 $860K
ORG Partners LLC 0.19% Add +2.3% 14,296 $858K
CCM Investment Advisers LLC 0.09% No change 13,885 $850K
IRON Financial LLC 0.44% Add +26.5% 13,723 $840K
Apexium Financial, LP 0.04% Add +33.8% 13,698 $838K
Walkner Condon Financial Advisors LLC 0.15% Add +15.4% 13,644 $835K
Western Wealth Management, LLC 0.05% Add +24.3% 13,612 $833K
J2 Capital Management Inc 0.66% Reduce -10.6% 13,550 $829K
Nwam LLC 0.05% New 13,142 $828K
Altman Advisors, Inc. 0.34% No change 13,821 $827K
Bessemer Group Inc. 0.00% Add +20.1% 13,464 $824K
FAS Wealth Partners, Inc. 0.06% Add +3.0% 13,370 $818K
Spreng Capital Management, Inc. 0.35% Reduce -12.6% 13,352 $817K
Glaxis Capital Management, LLC 1.09% New 13,300 $814K
Barometer Capital Management Inc. 0.23% Add +202.3% 13,300 $814K
Sage Mountain Advisors LLC 0.05% Add +4.1% 13,241 $810K
Modern Wealth Management, LLC 0.02% Add +88.3% 13,209 $809K
Shepherd Kaplan Krochuk, LLC 0.70% Add +0.1% 13,160 $806K
United Advisor Group, LLC 0.14% New 13,102 $802K
Grant Street Asset Management, Inc. 0.18% No change 13,004 $796K
Awm Capital, LLC 0.08% Add +39.6% 12,999 $796K
Ascent Wealth Partners, LLC 0.10% Add +25.7% 12,931 $792K
Invst, LLC 0.10% Add +1.2% 12,872 $788K
Spire Wealth Management 0.03% Reduce -10.1% 12,845 $786K
Three Seasons Wealth, LLC 0.09% New 12,810 $784K
Clay Northam Wealth Management, LLC 0.50% Reduce -1.4% 12,805 $784K
Summit Global Investments 0.05% Add +14.2% 12,764 $781K
WP Advisors, LLC 0.21% Add +2.3% 12,655 $775K
Whalen Wealth Management Inc. 0.49% Reduce -47.1% 12,652 $774K
Columbus Macro, LLC 0.09% Add +101.6% 12,625 $773K
Flaharty Asset Management, LLC 0.11% Add +388.4% 12,575 $770K
DecisionMap Wealth Management, LLC 0.53% Add +6.8% 12,538 $767K
Capital Investment Advisors, LLC 0.01% Add +26.4% 12,515 $766K
Yukon Wealth Management, Inc. 0.27% Add +0.9% 12,498 $765K
CAP Partners, LLC 0.48% Reduce -3.2% 12,455 $762K
Commonwealth Financial Services, LLC 0.15% Add +0.6% 12,421 $760K
Blackhawk Capital Partners, LLC 0.35% Add +6.9% 12,417 $760K
Knightsbridge Asset Management, LLC 0.17% No change 12,357 $756K
RVW Wealth, LLC 0.06% Add +33.7% 12,338 $755K
IFG Advisory, LLC 0.04% Add +87.3% 12,324 $754K
Jump Financial, LLC 0.01% New 12,315 $754K
Bristlecone Advisors, LLC 0.06% Reduce -2.9% 12,250 $750K
Fischer Investment Strategies, LLC 0.50% Add +0.8% 12,195 $746K
Banco BTG Pactual S.A. 0.15% Add +179.3% 12,150 $744K
Galvin, Gaustad & Stein, LLC 0.06% No change 12,080 $739K
Wilmar Advisors LLC 0.70% New 12,000 $735K
Orin Green Financial, LLC 0.31% No change 11,997 $734K
Cardiff Park Advisors, LLC 0.06% Add +4.4% 11,922 $730K
Diversify Advisory Services, LLC 0.03% Add +75.5% 10,731 $729K
Midwest Financial Group LLC 0.38% Add +16.7% 11,888 $728K
Heritage Investment Group, Inc. 0.13% No change 11,863 $726K
Sandbox Financial Partners, LLC 0.23% Add +12.9% 11,785 $721K
Doliver Advisors, LP 0.20% Add +5.9% 11,753 $719K
WCG Wealth Advisors LLC 0.05% Add +14.3% 11,696 $716K
Ameraudi Asset Management, Inc. 0.37% Add +1.1% 11,664 $714K
Kennedy Investment Group, Inc. 0.30% Add +49.5% 11,649 $713K
Relyea Zuckerberg Hanson LLC 0.08% Add +32.7% 11,617 $711K
Philadelphia Trust Co. 0.05% Reduce -2.3% 11,621 $711K
Fortis Capital Management LLC 0.11% No change 11,587 $709K
Brighton Jones LLC 0.02% Add +25.6% 11,521 $705K
Flagship Harbor Advisors, LLC 0.03% Add +20.3% 11,456 $701K
Equitable Trust Co. 0.03% Add +93.0% 11,425 $699K
New Vernon Capital Holdings II LLC 0.34% No change 11,411 $698K
Sax Wealth Advisors, LLC 0.04% Add +6.3% 11,394 $697K
DDD Partners, LLC 0.07% Reduce -5.2% 11,306 $692K
Brave Asset Management Inc. 0.19% New 11,137 $690K
NorthRock Partners, LLC 0.02% Add +54.1% 11,265 $690K
Claro Advisors Inc. 0.11% Reduce -27.6% 11,264 $689K
Tempus Wealth Planning, LLC 0.17% Add +13.7% 11,201 $686K
Journey Strategic Wealth LLC 0.02% New 11,199 $685K
Patriot Investment Management Group, Inc. 0.05% No change 11,175 $684K
AdvisorNet Financial, Inc 0.04% Add +68.8% 11,085 $679K
Birch Hill Investment Advisors LLC 0.03% No change 11,000 $673K
UMB Bank, n.a. 0.01% Reduce -23.4% 10,959 $671K
Silvercrest Asset Management Group LLC 0.00% Add +13.3% 10,916 $668K
Ameliora Wealth Management Ltd. 0.24% Add +24.1% 10,907 $668K
Sowell Financial Services LLC 0.03% Add +4.5% 10,848 $664K
Brown Brothers Harriman & Co. 0.00% Add +446.2% 10,842 $664K
SAM Advisors, LLC 0.23% No change 10,768 $659K
Abound Financial, LLC 0.29% Add +3.2% 10,718 $656K
Strategic Blueprint, LLC 0.03% Reduce -10.9% 10,651 $652K
Defined Financial Planning LLC 0.58% New 9,844 $651K
Cannon Global Investment Management, LLC 1.77% New 10,600 $649K
Colony Family Offices, LLC 0.17% No change 10,545 $645K
Hutchens & Kramer Investment Management Group, LLC 0.30% New 10,776 $645K
Masso Torrence Wealth Management Inc. 0.30% Reduce -3.5% 10,525 $644K
Ranch Capital Advisors Inc. 0.28% Reduce -25.5% 10,484 $642K
Milestone Asset Management, LLC 0.13% Add +9.7% 10,376 $635K
Leavell Investment Management, Inc. 0.03% Add +67.3% 10,374 $635K
Stratos Investment Management, LLC 0.03% Add +19.7% 10,356 $634K
Three Bridge Wealth Advisors, LLC 0.17% Add +14.6% 10,310 $631K
Black Diamond Financial, LLC 0.10% No change 10,292 $630K
Pandora Wealth, Inc. 0.39% Reduce -6.4% 10,260 $628K
Akuna Securities LLC 0.14% New 10,254 $628K
J Hagan Capital, Inc. 0.42% New 9,451 $627K
Fairview Capital Investment Management, LLC 0.03% No change 10,225 $626K
Global Assets Advisory, LLC 0.24% Reduce -67.5% 10,432 $624K
Altiora Financial Group, LLC 0.12% Reduce -52.1% 10,190 $624K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.9% 10,180 $623K
HHM Wealth Advisors, LLC 0.07% Add +5.5% 10,165 $622K
New Wave Wealth Advisors LLC 0.26% Add +1.5% 10,043 $615K
Koshinski Asset Management, Inc. 0.05% Add +16.0% 10,007 $613K
Pacific Point Advisors, LLC 0.33% No change 10,000 $612K
MADDEN SECURITIES Corp 0.21% No change 10,000 $612K
Jupiter Wealth Management LLC 0.31% New 8,760 $612K
Tradition Wealth Management, LLC 0.05% Reduce -15.8% 9,993 $612K
One Capital Management, LLC 0.02% Add +9.5% 9,986 $611K
Watts Gwilliam & Co., LLC 0.10% Add +3.5% 9,121 $609K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -68.0% 9,921 $607K
AssuredPartners Investment Advisors, LLC 0.15% Add +83.3% 9,842 $602K
Clientfirst Wealth Management, LLC 0.61% Add +46.1% 9,826 $601K
Coordinated Financial Services, Inc. 0.42% — 9,780 $599K
Ritholtz Wealth Management 0.01% Add +101.2% 9,776 $598K
1776 Wealth LLC 0.25% No change 9,762 $598K
Evanson Asset Management, LLC 0.04% Add +27.0% 9,755 $597K
Capital CS Group, LLC 0.98% New 9,750 $597K
Alpha Financial Partners LLC 0.43% Add +3.6% 9,679 $592K
MRA Advisory Group 0.28% Reduce -82.3% 9,670 $592K
Oarsman Capital, Inc. 0.09% Add +7.6% 9,599 $588K
Zuckerman Investment Group, LLC 0.06% Add +0.5% 9,557 $585K
Rothschild Wealth LLC 0.14% Add +14.0% 9,515 $582K
Verus Financial Partners, Inc. 0.06% Add +5.8% 9,122 $580K
Sharkey, Howes & Javer 0.08% New 9,349 $572K
Eagle Global Advisors LLC 0.02% No change 9,300 $569K
Heritage Investors Management Corp. 0.02% No change 9,290 $569K
Greenwich Wealth Management LLC 0.03% Add +22.7% 9,258 $567K
Financial Management Professionals, Inc. 0.06% Add +19.3% 9,192 $563K
Cassaday & Co Wealth Management LLC 0.01% Add +1.1% 9,182 $562K
Scott Marsh Financial, LLC 0.21% — 9,085 $556K
Crescent Grove Advisors, LLC 0.05% New 9,010 $552K
Levin Capital Strategies, L.P. 0.05% New 8,958 $548K
Strategies Wealth Advisors, LLC 0.06% Add +98.5% 8,924 $546K
Continuum Advisory, LLC 0.07% Add +53.1% 8,907 $545K
MMBG Investment Advisors Co. 0.05% New 8,872 $543K
QVR LLC 0.55% — 8,838 $541K
Raymond James Financial Inc. 0.00% New 8,834 $541K
World Equity Group, Inc. 0.15% Reduce -1.2% 8,756 $536K
SVB Wealth LLC 0.03% Reduce -80.1% 8,739 $535K
Plancorp, LLC 0.02% Add +35.9% 8,678 $531K
Atwater Malick LLC 0.17% New 8,632 $528K
Austin Private Wealth, LLC 0.04% Reduce -1.9% 8,628 $528K
Pallas Capital Advisors LLC 0.02% Add +11.1% 8,609 $527K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -44.5% 8,546 $523K
Naviter Wealth, LLC 0.06% Add +34.1% 8,524 $522K
Solitude Financial Services 0.19% Add +37.0% 8,503 $520K
Crew Capital Management, Ltd 0.37% New 8,499 $520K
Clifford Swan Investment Counsel LLC 0.02% Add +24.5% 8,390 $514K
Total Wealth Planning & Management, Inc. 0.44% New 8,368 $512K
Investment Partners Asset Management, Inc. 0.35% Add +20.1% 8,268 $506K
Quaker Wealth Management, LLC 0.17% — 8,207 $502K
Salomon & Ludwin, LLC 0.05% Add +682.4% 8,043 $502K
Tiaa Trust, National Association 0.00% Add +51.6% 8,184 $501K
Synovus Financial Corp. 0.01% Add +46.5% 8,136 $498K
Financial Synergies Wealth Advisors, Inc. 0.05% No change 8,114 $497K
Lyell Wealth Management, LP 0.04% New 8,081 $495K
FourThought Financial Partners, LLC 0.05% Add +5.6% 8,045 $492K
Waterway Wealth Management, LLC 0.15% No change 8,030 $492K
Bluespring Wealth Management, LLC 0.05% Add +34.1% 7,996 $489K
Prospect Financial Services LLC 0.30% Add +14.5% 7,953 $487K
Ionic Capital Management LLC 0.75% No change 7,941 $486K
Joseph P. Lucia & Associates, LLC 0.20% Add +9.2% 7,852 $481K
MBL Wealth, LLC 0.05% Reduce -5.2% 7,852 $481K
Alpha Cubed Investments, LLC 0.02% Reduce -3.9% 7,811 $478K
Rehmann Capital Advisory Group 0.03% Add +18.1% 7,797 $477K
Cascade Financial Partners, LLC 0.06% Add +34.6% 7,767 $475K
Cypress Capital Group 0.06% Add +20.0% 7,750 $474K
Forum Financial Management, LP 0.01% Add +63.3% 7,750 $474K
Van Hulzen Asset Management, LLC 0.04% Reduce -6.4% 7,749 $474K
Consolidated Portfolio Review Corp 0.07% Reduce -20.7% 7,677 $470K
Rossmore Private Capital 0.05% New 7,671 $470K
Verus Capital Partners, LLC 0.04% Reduce -25.4% 7,658 $469K
Dock Street Asset Management Inc. 0.04% No change 7,634 $467K
Gilbert & Cook, Inc. 0.06% Add +54.5% 7,633 $467K
McAdam, LLC 0.03% Add +4.3% 7,591 $465K
Cadence Bank 0.03% New 7,591 $465K
Moseley Investment Management Inc. 0.16% Add +7.5% 7,587 $464K
Benchmark Financial Wealth Advisors, LLC 0.15% New 7,580 $464K
GSG Advisors LLC 0.13% Add +2.4% 7,576 $464K
SouthState Bank Corp 0.02% Add +18.3% 7,556 $463K
Wealth Preservation Advisors, LLC 0.28% Add +6.4% 7,522 $460K
Meixler Investment Management, Ltd. 0.32% Reduce -0.6% 7,505 $459K
OneAscent Wealth Management LLC 0.17% New 7,497 $459K
Encompass Wealth Advisors, LLC 0.17% Add +14.8% 7,495 $459K
Everhart Financial Group, Inc. 0.05% Add +3.5% 7,483 $458K
Optivise Advisory Services LLC 0.23% Reduce -0.3% 7,480 $458K
First Heartland Consultants, Inc. 0.04% Add +29.5% 7,469 $457K
Stordahl Capital Management, Inc. 0.10% Add +17.0% 7,422 $454K
SJS Investment Consulting Inc. 0.07% Add +1.6% 7,421 $454K
Armbruster Capital Management, Inc. 0.08% No change 7,400 $453K
Millington Financial Advisors, LLC 0.23% No change 6,719 $452K
Global Endowment Management, LP 0.06% Add +5.2% 7,363 $451K
Golden State Wealth Management, LLC 0.05% Reduce -24.6% 7,359 $450K
Ballew Advisors, Inc 0.27% Add +9.1% 7,242 $450K
Laidlaw Wealth Management LLC 1.30% New 7,355 $450K
Fire Capital Management LLC 0.28% No change 7,268 $445K
Kera Capital Partners, Inc. 0.09% Add +27.6% 7,264 $445K
Greenhouse Wealth Management, LLC 0.29% New 7,313 $444K
Rossby Financial, LCC 0.17% Add +7.4% 7,250 $444K
BIP Wealth, LLC 0.03% Add +0.6% 7,188 $440K
Snowden Capital Advisors LLC 0.01% New 7,158 $438K
Rathbones Group PLC 0.00% Add +18.5% 7,112 $435K
St Germain D J Co. Inc. 0.02% No change 7,100 $435K
Taylor & Morgan Wealth Management, LLC 0.29% No change 7,082 $433K
FSB Premier Wealth Management, Inc. 0.15% Add +9.1% 7,071 $433K
Correct Capital Wealth Management 0.08% Add +1.2% 7,043 $431K
Catalyst Private Wealth, LLC 0.19% Add +17.9% 7,033 $430K
Alterna Wealth Management, Inc. 0.34% New 6,996 $428K
Accurate Wealth Management, LLC 0.07% Add +19.5% 6,633 $428K
Sunburst Financial Group, LLC 0.10% Add +8.9% 6,988 $428K
Lake Street Private Wealth, LLC 0.06% Add +37.6% 6,976 $427K
Perennial Advisors, LLC 0.08% Add +3.0% 6,960 $426K
Two Sigma Securities, LLC 0.05% Reduce -74.3% 6,956 $426K
Princeton Global Asset Management LLC 0.08% Add +33.6% 6,953 $426K
Qube Research & Technologies Ltd 0.00% New 6,921 $424K
Chilton Investment Co. Inc. 0.01% New 6,898 $422K
Private Management Group Inc. 0.01% New 6,845 $419K
Meridian Wealth Management, LLC 0.02% Add +33.9% 6,840 $419K
4J Wealth Management LLC 0.28% Reduce -0.4% 6,827 $418K
Embree Financial Group 0.06% Add +12.6% 6,814 $417K
Diversified Enterprises, LLC 0.03% New 6,747 $413K
&partners 0.00% New 6,740 $413K
Verdence Capital Advisors LLC 0.03% Add +34.1% 6,711 $411K
United Bank 0.05% No change 6,693 $410K
Saxon Interests, Inc. 0.19% No change 8,746 $409K
Diversify Wealth Management, LLC 0.03% New 6,022 $409K
Wick Capital Partners, LLC 0.11% Add +2629.9% 163,983 $407K
MSH Capital Advisors LLC 0.12% New 6,626 $406K
Access Financial Services, Inc. 0.15% New 6,625 $406K
Silicon Valley Capital Partners 0.04% No change 6,606 $404K
Capital Investment Advisory Services, LLC 0.03% Reduce -2.0% 6,602 $404K
Aua Capital Management, LLC 0.24% New 6,556 $401K
Phillips Financial Management, LLC 0.03% Reduce -17.4% 6,529 $400K
Envestnet Portfolio Solutions, Inc. 0.00% New 6,521 $399K
Fifth Third Wealth Advisors LLC 0.02% Add +26.5% 6,500 $398K
Elyxium Wealth, LLC 0.15% New 6,496 $398K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -7.2% 6,495 $398K
Financial Advocates Investment Management 0.03% Reduce -66.5% 6,487 $397K
Mayport, LLC 0.10% New 6,487 $397K
Institute for Wealth Management, LLC. 0.04% Add +36.3% 6,482 $397K
J.Safra Asset Management Corp 0.03% Reduce -40.4% 6,482 $397K
Oakworth Capital, Inc. 0.03% Reduce -0.1% 6,428 $393K
W Advisors, LLC 0.23% Add +14.9% 6,414 $393K
Wealth Effects LLC 0.15% Reduce -9.0% 6,400 $392K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +42.6% 6,380 $391K
Regal Investment Advisors LLC 0.03% Reduce -0.9% 6,374 $390K
Caitlin John, LLC 0.35% Reduce -67.5% 6,360 $389K
Altus Wealth Group LLC 0.17% Reduce -0.8% 6,346 $388K
Trust Point Inc. 0.04% No change 6,344 $388K
Tritonpoint Wealth, LLC 0.04% No change 6,338 $388K
Holistic Financial Partners 0.17% No change 6,337 $388K
Reyes Financial Architecture, Inc. 0.33% Add +807.0% 6,331 $388K
Bridgewater Advisors Inc. 0.03% New 5,799 $387K
DMC Group, LLC 0.30% New 6,319 $387K
JDH Wealth Management, LLC 0.30% No change 6,297 $385K
Beacon Financial Advisory LLC 0.10% Add +17.3% 6,210 $380K
Howe & Rusling Inc. 0.03% New 6,201 $380K
Farmers Trust Co. 0.07% New 6,180 $378K
Benin Management CORP 0.10% No change 6,170 $378K
Pinnacle Associates Ltd. 0.01% Reduce -0.6% 6,105 $374K
Vivid Wealth Management, LLC 0.16% Add +11.5% 6,095 $373K
GWN Securities Inc. 0.07% New 6,092 $373K
Blue Trust, Inc. 0.00% Reduce -8.0% 6,090 $373K
DGS Capital Management, LLC 0.08% Reduce -1.6% 6,081 $372K
Fort Washington Investment Advisors Inc. 0.00% New 6,081 $372K
FRG Family Wealth Advisors LLC 0.06% Reduce -20.3% 6,065 $371K
1832 Asset Management L.P. 0.00% New 6,055 $371K
Burt Wealth Advisors 0.08% Add +3.6% 6,020 $368K
Aspire Growth Partners LLC 0.30% New 6,001 $367K
Dauntless Investment Group, LLC 1.73% Reduce -66.7% 6,000 $367K
Avondale Wealth Management 0.21% No change 6,000 $367K
Advance Capital Management, Inc. 0.02% Add +11.6% 5,993 $367K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 5,985 $366K
Vestor Capital, LLC 0.03% Add +84.0% 4,082 $366K
Nicolet Advisory Services, LLC 0.03% Add +23.5% 5,686 $365K
Clark Financial Services Group Inc. 0.22% Reduce -43.0% 5,965 $365K
Cornerstone Planning Group LLC 0.07% Add +4.4% 5,652 $365K
Mayflower Financial Advisors, LLC 0.05% Add +20.5% 5,944 $364K
J. L. Bainbridge & Co., Inc. 0.03% Add +1.7% 5,932 $363K
Cornerstone Wealth Management, LLC 0.02% Add +16.0% 5,926 $363K
Swisher Financial Concepts, Inc. 0.23% Add +15.0% 5,921 $362K
Sard Wealth Management Group, LLC 0.22% No change 5,920 $362K
Ascentis Independent Advisors 0.07% Reduce -3.3% 5,875 $360K
Helium Advisors LLC 0.23% Reduce -12.7% 5,864 $359K
HBW Advisory Services LLC 0.04% Add +2.0% 5,848 $358K
Sivia Capital Partners, LLC 0.12% New 5,836 $357K
Graybill Wealth Management, LTD. 0.12% No change 5,825 $357K
Riverview Capital Advisers, LLC 0.10% Add +20.3% 5,818 $356K
Alerus Financial NA 0.03% New 5,741 $351K
Kercheville Advisors, LLC 0.12% New 5,725 $350K
Cushing Capital Partners, LLC 0.30% No change 5,721 $350K
Schrum Private Wealth Management LLC 0.28% Add +8.0% 5,707 $349K
Cidel Asset Management Inc. 0.02% Add +2.3% 5,700 $349K
Signature Estate & Investment Advisors LLC 0.01% Add +14.2% 5,678 $348K
Aire Advisors, LLC 0.07% Add +11.8% 5,675 $347K
Wealthgarden F.S. LLC 0.29% Reduce -10.0% 5,233 $347K
Pittenger & Anderson Inc. 0.01% Add +463.6% 5,636 $345K
Retirement Planning Co of New England, Inc. 0.15% Add +0.1% 5,623 $344K
Arrowroot Family Office, LLC 0.15% — 5,605 $343K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.50% Reduce -15.2% 5,600 $343K
Cutler Investment Counsel LLC 0.04% Add +12.5% 5,554 $340K
Tobias Financial Advisors, Inc. 0.06% New 5,538 $339K
Robertson Stephens Wealth Management, LLC 0.01% New 5,519 $338K
Fidelis Capital Partners, LLC 0.03% Add +16.1% 5,145 $337K
Family Office Research LLC 0.16% Add +2.3% 5,498 $337K
MBE Wealth Management, LLC 0.15% No change 5,494 $336K
Suncoast Equity Management 0.03% New 5,484 $336K
Advisor Resource Council 0.16% Reduce -69.3% 5,477 $335K
Certuity, LLC 0.03% New 5,451 $334K
OneAscent Family Office, LLC 0.31% No change 5,405 $331K
Ignite Planners, LLC 0.06% New 4,959 $331K
Hamilton Wealth, LLC 0.07% Reduce -3.9% 5,388 $330K
Claret Asset Management Corp 0.04% New 5,375 $329K
Carret Asset Management, LLC 0.04% Reduce -0.5% 5,373 $329K
Mosaic Financial Group, LLC 0.25% No change 5,359 $328K
Aspiring Ventures, LLC 0.15% Add +2.6% 5,353 $328K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.6% 5,325 $326K
DT Investment Partners, LLC 0.03% Add +53.6% 5,304 $325K
Seelaus Asset Management LLC 0.29% Reduce -15.5% 5,289 $324K
Samalin Investment Counsel, LLC 0.12% Reduce -0.9% 5,268 $322K
Financial Security Advisor, Inc. 0.07% No change 5,265 $322K
Lazari Capital Management, Inc. 0.12% Add +11.8% 5,250 $321K
Sentry LLC 0.06% No change 5,235 $320K
Wealth Management Partners, LLC 0.11% Reduce -11.1% 5,216 $320K
Obermeyer Wealth Partners 0.02% Add +18.7% 5,210 $319K
B & T Capital Management DBA Alpha Capital Management 0.05% New 5,182 $317K
Peak Planning Group, LLC 0.20% Reduce -29.2% 5,182 $317K
Thoroughbred Financial Services, LLC 0.02% Reduce -11.1% 5,151 $315K
Debussy Capital Management LP 0.05% Add +3.3% 5,138 $314K
TD Waterhouse Canada Inc. 0.00% Add +129.6% 5,227 $313K
Future You Wealth LLC 0.17% Reduce -31.5% 5,095 $312K
Hoey Investments, Inc. 0.05% No change 5,095 $312K
LGL Partners, LLC 0.14% Add +0.0% 4,660 $311K
Composition Wealth, LLC 0.01% Add +11.6% 5,085 $311K
First Horizon Advisors, Inc. 0.01% Add +6.0% 5,057 $310K
Stonebridge Financial Group, LLC 0.03% No change 5,019 $307K
JMG Financial Group, Ltd. 0.01% New 5,002 $306K
Unique Wealth Strategies, LLC 0.13% New 5,000 $306K
Provident Wealth Management, LLC 0.10% No change 5,000 $306K
Ulysses Management LLC 0.07% New 5,000 $306K
LRI Investments, LLC 0.03% No change 5,000 $306K
Eagle Bay Advisors LLC 0.25% Add +3.9% 4,979 $305K
L2 Asset Management, LLC 0.05% No change 4,968 $304K
Canal Capital Management, LLC 0.05% Reduce -13.8% 4,966 $304K
Prosperity Wealth Management, Inc. 0.11% New 4,959 $304K
Wincap Financial LLC 0.24% New 4,946 $303K
Apriem Advisors 0.03% New 4,944 $303K
Forefront Wealth Management Inc. 0.24% New 4,930 $302K
Regency Capital Management Inc.\DE 0.16% No change 4,929 $302K
Axecap Investments, LLC 0.20% Add +10.5% 4,928 $302K
NavPoint Financial, Inc. 0.18% No change 4,927 $302K
McLean Asset Management Corp 0.08% Reduce -30.3% 4,812 $300K
Beese Fulmer Investment Management, Inc. 0.02% New 4,906 $300K
Global Financial Private Client, LLC 0.11% Add +24.9% 4,883 $299K
FSM Wealth Advisors, LLC 0.05% New 4,859 $298K
Nautilus Advisors LLC 0.22% Reduce -11.0% 4,854 $297K
Exencial Wealth Advisors, LLC 0.01% New 4,843 $296K
Malaga Cove Capital, LLC 0.12% Reduce -20.8% 4,825 $295K
Glass Jacobson Investment Advisors llc 0.11% Add +128.5% 4,822 $295K
CFO4Life Group, LLC 0.05% Add +0.3% 4,821 $295K
Fusion Capital, LLC 0.10% Reduce -0.7% 4,815 $295K
Narwhal Capital Management 0.02% New 4,811 $294K
Silverlake Wealth Management LLC 0.09% Add +3.8% 4,791 $293K
Cozad Asset Management Inc. 0.03% Add +1.8% 4,777 $292K
Tortoise Investment Management, LLC 0.03% No change 4,755 $291K
ACT Advisors, LLC. 0.13% New 4,736 $290K
Fishman Jay A Ltd. 0.03% No change 4,735 $290K
Ascent Capital Management, LLC 0.26% New 4,713 $288K
Tucker Asset Management LLC 0.09% New 4,710 $288K
Principal Securities, Inc. 0.01% New 4,697 $288K
Essex Financial Services, Inc. 0.02% New 4,692 $287K
Magnolia Capital Advisors LLC 0.07% New 4,664 $285K
Silver Oak Securities, Incorporated 0.02% Reduce -7.8% 4,658 $285K
International Private Wealth Advisors LLC 0.24% New 4,600 $282K
Gill Capital Partners, LLC 0.09% New 4,584 $281K
First Citizens Bank & Trust Co. 0.01% New 4,580 $280K
Pacific Sage Partners, LLC 0.06% Reduce -2.6% 4,554 $279K
McCollum Christoferson Group LLC 0.08% New 4,529 $277K
Atlantic Union Bankshares Corp 0.01% New 4,528 $277K
TCFG Wealth Management, LLC 0.13% New 4,522 $277K
Franklin Resources Inc. 0.00% Add +0.2% 4,517 $276K
Highland Capital Management, LLC 0.01% New 4,500 $275K
Kenora Financial, LLC 0.10% New 4,463 $273K
Kavar Capital Partners Group, LLC 0.04% Add +1.9% 4,460 $273K
Emory University 0.98% New 4,450 $272K
1ST Source Bank 0.01% No change 4,450 $272K
Idaho Trust Co 0.10% No change 4,446 $272K
Bare Financial Services, Inc 0.09% No change 4,445 $272K
Valley National Advisers Inc. 0.04% Add +25.5% 4,445 $272K
Tilia Fiduciary Partners, Inc. 0.17% New 4,440 $272K
Integrated Capital Management, LLC 0.13% New 4,093 $271K
Oxford Financial Group, LTD. LLC 0.02% New 4,420 $271K
Chesapeake Asset Management LLC 0.25% Reduce -50.7% 4,418 $270K
Alliance Wealth Advisors, LLC 0.15% New 4,407 $270K
Wealthquest Corp 0.02% New 4,404 $270K
Mainstream Capital Management LLC 0.20% No change 4,400 $269K
Old Mission Investment Co LLC 0.07% Reduce -9.7% 4,393 $269K
Beacon Bank & Trust 0.06% No change 4,366 $267K
Promethium Advisors,llc 0.16% Add +1.4% 4,360 $267K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 4,334 $265K
Tectonic Advisors LLC 0.02% No change 4,324 $265K
United Asset Strategies, Inc. 0.02% Reduce -67.0% 4,317 $264K
Symphony Financial, Ltd. Co. 0.03% New 1,019 $264K
Advisory Alpha, LLC 0.01% New 4,313 $264K
Ancora Advisors LLC 0.01% Reduce -14.4% 4,282 $262K
Optas, LLC 0.05% New 4,272 $261K
Stone House Investment Management, LLC 0.05% Add +39.8% 4,262 $261K
DAVENPORT & Co LLC 0.00% New 4,246 $260K
Armstrong Advisory Group, Inc. 0.02% Add +10.4% 4,227 $259K
Rosenberg Matthew Hamilton 0.06% No change 4,191 $257K
Centric Wealth Management 0.06% New 3,875 $256K
Stevens Capital Partners 0.09% New 3,911 $256K
Apella Capital, LLC 0.01% New 4,172 $256K
BCS Wealth Management 0.05% New 4,158 $255K
Ascentis Wealth Management, LLC 0.07% Add +7.3% 4,234 $254K
Northeast Investment Management 0.01% New 4,150 $254K
Catalyst Financial Partners LLC 0.03% New 4,145 $254K
Mascagni Wealth Management, Inc. 0.22% New 4,129 $253K
Aspiriant, LLC 0.01% New 4,118 $252K
Washington Growth Strategies LLC 0.19% — 4,111 $252K
MPS Loria Financial Planners, LLC 0.07% New 4,112 $252K
Advisor OS, LLC 0.02% New 4,111 $252K
Rollins Financial Advisors, LLC 0.04% New 4,097 $251K
FFT Wealth Management LLC 0.05% New 3,725 $249K
JT Stratford LLC 0.04% New 4,031 $247K
Disciplined Investors, L.L.C. 0.19% New 4,029 $247K
Smartleaf Asset Management LLC 0.02% Reduce -56.9% 4,049 $246K
Wealth Group Ltd 0.06% New 4,016 $246K
Cottage Street Advisors LLC 0.13% New 4,000 $245K
Commonwealth Retirement Investments LLC 0.09% New 4,000 $245K
Detalus Advisors, LLC 0.07% New 3,998 $245K
Burns Matteson Capital Management, LLC 0.12% New 3,990 $244K
Lokken Investment Group LLC 0.09% New 3,979 $244K
Safeguard Investment Advisory Group, LLC 0.06% New 3,979 $244K
Trust Co. of Vermont 0.01% Reduce -8.7% 3,976 $243K
Durante & Waters, LLC 0.19% New 3,960 $242K
4WEALTH Advisors, Inc. 0.25% New 3,929 $240K
Fisher Asset Management 0.00% New 3,924 $240K
Abundance Wealth Counselors 0.04% New 3,925 $240K
Purus Wealth Management, LLC 0.08% New 3,899 $239K
Vicus Capital 0.02% New 3,892 $238K
Cardinal Point Capital Management ULC 0.02% New 3,875 $237K
Narus Financial Partners, LLC 0.07% Reduce -61.4% 3,870 $237K
Fiduciary Trust Co 0.00% New 3,860 $236K
Fortitude Advisory Group L.L.C. 0.13% New 3,855 $236K
MN Wealth Advisors, LLC 0.14% New 3,848 $236K
Liberty Wealth Management LLC 0.04% New 3,830 $234K
Ceera Investments, LLC 0.07% New 3,825 $234K
Legacy Capital Wealth Partners, LLC 0.05% New 3,817 $234K
SFE Investment Counsel 0.04% New 3,813 $233K
Retirement Planning Group, LLC 0.01% New 3,810 $233K
Westover Capital Advisors, LLC 0.05% New 3,804 $233K
XY Planning Network, Inc. 0.08% New 3,782 $231K
Bernardo Wealth Planning LLC 0.05% New 3,766 $231K
Gilbert Capital Group, Inc. 0.19% — 3,772 $231K
Primoris Wealth Advisors, LLC 0.16% Reduce -27.8% 3,772 $231K
MBA Advisors LLC 0.11% New 3,765 $230K
Apollon Wealth Management, LLC 0.00% Reduce -55.1% 3,762 $230K
Duncan Williams Asset Management, LLC 0.07% New 3,760 $230K
Wealthspan Partners, LLC 0.10% New 3,742 $229K
Marshall Financial Group Inc. 0.07% New 3,730 $228K
Empire Financial Management Company, LLC 0.07% New 3,729 $228K
Bluesphere Advisors LLC 0.11% New 3,726 $228K
CLG LLC 0.07% New 3,724 $228K
Dixon Fnancial Services, Inc. 0.11% New 3,704 $227K
Three Magnolias Financial Advisors, LLC 0.16% New 3,700 $226K
New Republic Capital, LLC 0.08% New 3,700 $226K
Twin Peaks Wealth Advisors, LLC 0.07% New 3,317 $225K
Acorn Wealth Advisors, LLC 0.08% New 3,676 $225K
Madison Asset Management, LLC 0.00% New 3,675 $225K
DKM Wealth Management, Inc. 0.19% New 3,670 $225K
Tyler-Stone Wealth Management 0.04% New 3,648 $223K
MinichMacGregor Wealth Management, LLC 0.05% New 3,641 $223K
Soltis Investment Advisors LLC 0.02% New 3,640 $223K
Financial Management Network Inc. 0.04% New 3,565 $222K
JGP Wealth Management, LLC 0.03% New 3,619 $222K
Herold Advisors, Inc. 0.05% New 3,615 $221K
Independent Advisor Alliance 0.01% New 3,608 $221K
Strategic Advocates LLC 0.07% New 3,602 $220K
Investment Advisory Group, LLC 0.07% New 3,598 $220K
Fragasso Financial Advisors Inc 0.01% New 3,598 $220K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 3,588 $220K
Financial Advisors Network, Inc. 0.03% New 3,581 $219K
Fortis Group Advisors, LLC 0.04% New 3,283 $218K
IMG Wealth Management, Inc. 0.17% Add +5.9% 3,553 $217K
VanderPol Investments L.L.C. 0.46% New 3,549 $217K
Terril Brothers, Inc. 0.08% New 3,540 $217K
Winch Advisory Services, LLC 0.05% Reduce -0.9% 3,537 $217K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 3,536 $216K
Virtue Capital Management, LLC 0.04% Reduce -48.8% 3,504 $214K
Colonial Trust Co / SC 0.03% New 3,500 $214K
Ashford Capital Management Inc. 0.03% New 3,500 $214K
Private Capital Management, LLC 0.02% New 3,500 $214K
Signature Wealth Management Group 0.08% New 3,494 $214K
Destiny Capital Corp 0.13% New 3,491 $214K
Refined Wealth Management 0.15% New 3,485 $213K
Adaptive Financial Consulting, LLC 0.09% New 3,478 $213K
Compass Financial Services Inc 0.10% No change 3,476 $213K
DecisionPoint Financial, LLC 0.05% Add +22.6% 3,552 $213K
N.E.W. Advisory Services LLC 0.02% Add +106.1% 3,469 $212K
Coastwise Capital Group, LLC 0.17% New 3,460 $212K
Falcon Wealth Planning 0.02% New 3,443 $211K
Powers Advisory Group, LLC 0.09% New 3,415 $209K
Partners Wealth Management, LLC 0.24% Add +1.0% 4,325 $209K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% New 3,410 $209K
Balance Wealth Partners LLC 0.12% New 3,407 $209K
XML Financial, LLC 0.02% New 3,397 $208K
SageView Advisory Group, LLC 0.01% New 3,088 $207K
Darden Wealth Group Inc 0.13% New 3,382 $207K
Bill Few Associates, Inc. 0.06% New 3,375 $207K
Blue Edge Capital, LLC 0.03% New 3,373 $206K
Moran Wealth Management, LLC 0.01% New 3,365 $206K
Greenline Partners, LLC 0.03% Add +13.7% 3,348 $205K
Revisor Wealth Management LLC 0.07% New 3,173 $205K
Spinnaker Investment Group, LLC 0.05% New 3,338 $204K
TCI Wealth Advisors, Inc. 0.01% New 3,323 $203K
Providence Capital Advisors, LLC 0.04% New 3,294 $202K
Brand Asset Management Group, Inc. 0.08% New 3,293 $202K
Stock Yards Bank & Trust Co. 0.01% Reduce -31.8% 3,275 $200K
Hollencrest Capital Management 0.01% Add +95.2% 3,274 $200K
Fox Hill Wealth Management 0.10% New 3,268 $200K
Cullen/Frost Bankers, Inc. 0.00% New 3,264 $200K
Natixis 0.00% Reduce -4.7% 3,096 $190K
Future Financial Wealth Managment LLC 0.13% No change 3,050 $187K
Toronto Dominion Bank 0.00% No change 3,000 $184K
Physician Wealth Advisors, Inc. 0.03% Add +14.6% 2,981 $182K
Ameritas Advisory Services, LLC 0.01% Reduce -48.2% 2,972 $182K
Wilmington Savings Fund Society, FSB 0.00% New 2,882 $176K
Whittier Trust Co. 0.00% No change 2,856 $175K
North Star Investment Management Corp. 0.01% Add +9.6% 2,849 $174K
Gold Investment Management Ltd. 0.06% Add +46.1% 2,723 $163K
Private Wealth Management Group, LLC 0.05% Reduce -5.4% 2,641 $162K
Franchise Capital Ltd 0.08% Reduce -50.0% 2,603 $159K
Covestor Ltd 0.09% Add +4.3% 2,602 $159K
City State Bank 0.05% Reduce -51.2% 2,595 $159K
Capital Analysts, LLC 0.01% Reduce -7.3% 2,529 $155K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.3% 2,518 $154K
LGT Financial Advisors LLC 0.38% Add +1.8% 2,445 $150K
Game Plan Financial Advisors, LLC 0.07% Add +43.4% 2,427 $149K
Glen Eagle Advisors, LLC 0.02% Reduce -11.9% 2,397 $147K
Northwestern Mutual Wealth Management Co. 0.00% Add +227.0% 2,387 $146K
Cedar Mountain Advisors, LLC 0.03% No change 2,347 $144K
SOA Wealth Advisors, LLC. 0.03% Add +44.4% 2,320 $142K
Bernard Wealth Management Corp. 0.07% Add +2.2% 2,300 $141K
Lazard Asset Management LLC 0.00% New 2,280 $139K
Gen-Wealth Partners Inc 0.05% No change 2,270 $139K
Beaird Harris Wealth Management, LLC 0.01% No change 2,214 $136K
Creekmur Asset Management LLC 0.02% Add +36.7% 2,149 $132K
EMC Capital Management 0.07% New 2,143 $131K
Lanark Financial, Inc. 0.01% Add +16.2% 2,151 $131K
Transce3nd, LLC 0.05% Add +6471.9% 2,103 $129K
Horrell Capital Management, Inc. 0.05% Add +23.1% 2,100 $129K
Global Wealth Strategies & Associates 0.04% Reduce -17.5% 2,093 $128K
Innovative Advisory Group, LLC 0.11% Add +10.9% 2,035 $125K
Bruce G. Allen Investments, LLC 0.09% Add +59.6% 2,030 $124K
Plante Moran Financial Advisors, LLC 0.01% Reduce -4.4% 1,939 $119K
Vermillion Wealth Management, Inc. 0.06% No change 1,928 $118K
Wellington Shields & Co., LLC 0.03% Add +3732.0% 1,916 $117K
Brooklyn Investment Group 0.02% New 1,887 $116K
Fairway Wealth LLC 0.04% New 1,819 $110K
Harbour Investments, Inc. 0.00% Reduce -0.3% 1,803 $110K
S.A. Mason LLC 0.05% No change 1,800 $110K
WealthTrak Capital Management LLC 0.09% Add +58.2% 1,784 $109K
Trifecta Capital Advisors, LLC 0.02% New 1,765 $108K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,735 $106K
Hantz Financial Services, Inc. 0.00% Add +13.1% 1,715 $105K
Evolution Wealth Management Inc. 0.13% — 1,685 $103K
Bfsg, LLC 0.01% Add +99.2% 1,657 $101K
Morgan Dempsey Capital Management LLC 0.04% New 1,640 $100K
IAG Wealth Partners, LLC 0.01% Add +7.0% 1,636 $100K
Optimum Investment Advisors 0.04% Reduce -10.9% 1,629 $100K
Indiana Trust & Investment Management Co 0.03% No change 1,580 $97K
Nemes Rush Group LLC 0.01% Reduce -38.9% 1,579 $97K
VSM Wealth Advisory, LLC 0.03% New 1,576 $96K
Horizons Wealth Management 0.07% New 1,553 $95K
Parkside Financial Bank & Trust 0.01% Add +29.3% 1,543 $94K
Bogart Wealth, LLC 0.00% Add +7.0% 1,535 $94K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,521 $93K
Smithfield Trust Co 0.00% No change 1,506 $93K
Orion Capital Management LLC 0.04% Reduce -53.0% 1,507 $92K
Opal Wealth Advisors, LLC 0.02% Add +39.1% 1,463 $90K
Johnson Financial Group, Inc. 0.00% Add +1041.7% 1,370 $84K
Beacon Capital Management, LLC 0.01% Add +161.0% 1,357 $83K
Main Management LLC 0.01% No change 1,350 $83K
Cornerstone National Bank & Trust Co 0.04% Add +281.7% 1,355 $83K
Burkett Financial Services, LLC 0.03% Add +3.5% 1,295 $79K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,290 $79K
Safe Harbor Fiduciary, LLC 0.07% No change 1,285 $79K
Winthrop Capital Management, LLC 0.02% Add +18.6% 1,273 $78K
City Holding Co. 0.01% Add +75.9% 1,263 $77K
West Financial Advisors, LLC 0.01% No change 1,228 $75K
Avion Wealth 0.02% Add +11.2% 1,223 $74K
Bank of New Hampshire 0.02% No change 1,182 $72K
HM Payson & Co. 0.00% Add +20.5% 1,176 $72K
Private Wealth Asset Management, LLC 0.01% New 1,150 $70K
Kiker Wealth Management, LLC 0.04% Reduce -3.0% 1,118 $68K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,116 $68K
New England Capital Financial Advisors LLC 0.03% Add +33.3% 1,109 $68K
Evermay Wealth Management LLC 0.01% Add +15.8% 1,100 $67K
Stephens Consulting, LLC 0.02% Add +481.5% 1,099 $67K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,095 $67K
Grove Bank & Trust 0.01% No change 1,060 $65K
Barrett & Company, Inc. 0.02% Reduce -64.3% 1,055 $65K
Luminist Capital LLC 0.06% Reduce -4.8% 1,078 $65K
Perkins Coie Trust Co 0.01% No change 1,045 $64K
Mid-American Wealth Advisory Group, Inc. 0.03% New 1,025 $63K
Luken Investment Analytics, LLC 0.03% No change 1,000 $61K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,000 $61K
Legacy Investment Solutions, LLC 0.03% — 993 $61K
Legacy Wealth Managment, LLC 0.03% Reduce -8.8% 993 $61K
Christopher J. Hasenberg, Inc 0.02% Add +5.0% 993 $61K
Union Savings Bank 0.03% No change 903 $60K
Scarborough Advisors, LLC 0.01% New 906 $55K
Front Row Advisors LLC 0.02% No change 900 $55K
Curio Wealth, LLC 0.02% Add +88800.0% 889 $54K
Park Place Capital Corp 0.01% No change 891 $53K
HighMark Wealth Management LLC 0.03% No change 850 $52K
Arlington Trust Co LLC 0.01% Add +23.2% 850 $52K
GW&K Investment Management, LLC 0.00% New 857 $52K
Boyd Watterson Asset Management LLC 0.02% New 830 $51K
GeoWealth Management, LLC 0.00% Reduce -17.6% 816 $50K
Graney & King, LLC 0.03% No change 812 $50K
Crewe Advisors LLC 0.01% Reduce -89.2% 792 $48K
Harbor Asset Planning, Inc. 0.05% — 788 $48K
TD Capital Management LLC 0.00% Add +22.8% 781 $48K
Arcadia Investment Management Corp. 0.01% New 750 $46K
Millstone Evans Group, LLC 0.03% No change 716 $44K
McIlrath & Eck, LLC 0.00% Add +30.3% 701 $43K
Bokf, NA 0.00% No change 695 $43K
Wolff Wiese Magana LLC 0.03% Reduce -23.2% 682 $42K
Berbice Capital Management LLC 0.03% Add +13.3% 680 $42K
Hughes Financial Services, LLC 0.01% Add +160.1% 619 $41K
Medallion Wealth Advisors, LLC 0.02% Add +10.7% 664 $40K
Fairscale Capital, LLC 0.03% No change 590 $39K
Smallwood Wealth Investment Management, LLC 0.02% Add +0.3% 639 $39K
Team Financial Group, LLC 0.02% New 637 $39K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +188.2% 634 $39K
Vision Financial Markets LLC 0.04% No change 614 $38K
Binnacle Investments Inc 0.02% Add +100.0% 600 $37K
American Capital Advisory, LLC 0.02% No change 553 $34K
WFA of San Diego, LLC 0.02% — 550 $34K
Semmax Financial Advisors Inc. 0.01% Add +135.9% 493 $33K
MPWM Advisory Solutions, LLC 0.02% No change 518 $32K
Accredited Wealth Management, LLC 0.03% Reduce -20.8% 515 $32K
GHP Investment Advisors, Inc. 0.00% Add +34.6% 513 $31K
United Community Bank 0.01% New 500 $31K
RMG Wealth Management LLC 0.00% — 445 $30K
JFS Wealth Advisors, LLC 0.00% Add +1277.1% 482 $30K
LFA - Lugano Financial Advisors SA 0.02% Add +46.9% 470 $29K
Founders Capital Management 0.02% Add +41.7% 469 $29K
GPS Wealth Strategies Group, LLC 0.00% Add +20.8% 464 $28K
GoalVest Advisory LLC 0.01% No change 454 $28K
Tidemark, LLC 0.01% Add +125.6% 449 $27K
Financial Network Wealth Advisors LLC 0.03% No change 447 $27K
Signature Resources Capital Management, LLC 0.02% Add +81.6% 445 $27K
1620 Investment Advisors, Inc. 0.02% New 440 $27K
CoreCap Advisors, LLC 0.00% Reduce -3.0% 423 $26K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -14.0% 400 $24K
Heritage Wealth Advisors 0.00% No change 395 $24K
Westend Capital Management, LLC 0.01% Add +556.9% 381 $23K
Nalls Sherbakoff Group, LLC 0.02% No change 369 $23K
St. Johns Investment Management Company, LLC 0.01% New 355 $22K
Coastline Trust Co 0.00% New 350 $21K
MTM Investment Management, LLC 0.01% New 347 $21K
Dagco, Inc. 0.01% No change 335 $21K
Uniplan Investment Counsel, Inc. 0.00% New 333 $20K
Midwest Capital Advisors, LLC 0.01% New 333 $20K
Provenance Wealth Advisors, LLC 0.00% No change 328 $20K
Headlands Technologies LLC 0.00% Reduce -98.9% 324 $20K
PFS Partners, LLC 0.01% No change 323 $20K
FMR LLC 0.00% Reduce -2.7% 322 $20K
DHJJ Financial Advisors, Ltd. 0.01% Add +85.5% 321 $20K
Centricity Wealth Management, LLC 0.02% Add +536.0% 318 $19K
Wood Tarver Financial Group, LLC 0.01% No change 322 $19K
Kilter Group LLC 0.01% New 300 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +52.4% 291 $18K
Putney Financial Group LLC 0.02% No change 285 $17K
Roble, Belko & Company, Inc 0.00% Add +24.5% 259 $16K
IFS Advisors, LLC 0.01% No change 260 $16K
Breakwater Investment Management 0.01% No change 253 $15K
Promus Capital, LLC 0.01% No change 250 $15K
REAP Financial Group, LLC 0.00% Reduce -41.9% 250 $15K
Bulwark Capital Corp 0.01% — 242 $15K
Investment Management Corp. /Va/ 0.01% No change 240 $15K
Hartford Financial Management Inc. 0.00% No change 235 $14K
Friedenthal Financial 0.01% No change 220 $13K
Valued Wealth Advisors LLC 0.01% No change 211 $13K
Shelton Wealth Management, LLC 0.01% New 209 $13K
Sittner & Nelson, LLC 0.01% No change 206 $13K
Morton Brown Family Wealth, LLC 0.00% No change 201 $12K
Perritt Capital Management Inc 0.01% No change 200 $12K
Highline Wealth Partners LLC 0.00% New 200 $12K
Essential Partners LLC 0.00% — 195 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $12K
Milestone Investment Advisors LLC 0.00% New 189 $12K
Cary Street Partners Investment Advisory LLC 0.01% No change 186 $11K
Atticus Wealth Management, LLC 0.00% No change 175 $11K
JNBA Financial Advisors 0.00% New 175 $11K
CENTRAL TRUST Co 0.00% Add +24.3% 174 $11K
American National Bank & Trust 0.00% New 163 $10K
Investment Research & Advisory Group, Inc. 0.00% New 161 $10K
Quest 10 Wealth Builders, Inc. 0.01% New 160 $10K
1 North Wealth Services LLC 0.00% No change 160 $10K
New Millennium Group LLC 0.01% No change 156 $10K
Strengthening Families & Communities, LLC 0.01% New 203 $10K
JDM Financial Group LLC 0.00% Add +150.0% 155 $9K
Westside Investment Management, Inc. 0.00% No change 155 $9K
CNB Bank 0.00% No change 150 $9K
Fourth Dimension Wealth, LLC 0.00% No change 150 $9K
Tradewinds Capital Management, LLC 0.00% New 150 $9K
Anchor Investment Management, LLC 0.00% Add +4.3% 145 $9K
Sound Income Strategies, LLC 0.00% Add +2.1% 145 $9K
Mb, Levis & Associates, LLC 0.00% Reduce -6.7% 140 $9K
Iron Horse Wealth Management, LLC 0.00% New 130 $8K
Financial Perspectives, Inc 0.00% Add +21.4% 125 $8K
Elevation Wealth Partners, LLC 0.00% No change 122 $7K
Alpine Bank Wealth Management 0.00% Add +27.2% 117 $7K
CKW Financial Group 0.00% No change 110 $7K
NewSquare Capital LLC 0.00% No change 110 $7K
Albion Financial Group 0.00% No change 104 $6K
Minot DeBlois Advisors LLC 0.01% No change 100 $6K
Global Trust Asset Management, LLC 0.00% No change 100 $6K
Painted Porch Advisors LLC 0.00% New 100 $6K
Kathleen S. Wright Associates Inc. 0.00% New 100 $6K
Independence Bank of Kentucky 0.00% No change 100 $6K
GAMMA Investing LLC 0.00% New 100 $6K
Briaud Financial Planning Inc 0.00% No change 100 $6K
AllSquare Wealth Management LLC 0.00% No change 96 $6K
Private Trust Co. NA 0.00% Reduce -41.4% 92 $6K
Redwood Park Advisors LLC 0.00% No change 85 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 85 $5K
Clearstead Trust, LLC 0.00% New 84 $5K
Ravenstone Capital Management Inc. 0.00% No change 80 $5K
Raleigh Capital Management Inc. 0.00% New 80 $5K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -42.9% 72 $4K
MorganRosel Wealth Management, LLC 0.00% No change 67 $4K
Roxbury Financial LLC 0.00% Reduce -54.8% 57 $3K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -46.0% 54 $3K
Northwest Capital Management Inc 0.00% No change 52 $3K
Aviso Financial Inc. 0.00% New 52 $3K
Park Square Financial Group, LLC 0.00% Reduce -78.4% 51 $3K
WFA Asset Management Corp 0.00% New 90 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% New 50 $3K
Centerpoint Advisors, LLC 0.00% No change 42 $3K
First PREMIER Bank 0.00% No change 50 $3K
Sachetta, LLC 0.00% New 43 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $1K
Nova Wealth Management, Inc. 0.00% New 16 $979
Inlight Wealth Management, LLC 0.00% Add +60.0% 16 $979
Trust Co 0.00% New 15 $918
Rialto Wealth Management, LLC 0.00% No change 11 $674
Berkshire Capital Holdings Inc. 0.00% No change 10 $612
Costello Asset Management, INC 0.00% No change 10 $612
Carolina Wealth Advisors, LLC 0.00% New 8 $490
Family Legacy Financial Solutions, LLC 0.00% — 7 $428
Sterling Capital Management LLC 0.00% Reduce -91.6% 7 $428
North Capital, Inc. 0.00% New 6 $367
Bear Mountain Capital, Inc. 0.00% No change 5 $333
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $245
Stuart Chaussee & Associates, Inc. 0.00% No change 4 $245
Toth Financial Advisory Corp. 0.00% No change 4 $245
MCF Advisors LLC 0.00% No change 4 $245

"% of holder's portfolio" is IBIT's weight in each manager's 13F, not the share of iShares Bitcoin Trust ETF the manager owns.