iShares Bitcoin Trust ETFIBITETF

13F holders, Q3 2025 (September 30)
1,629holders +190
286new positions
92sold out
7famous investors
$64.76avg. 13F price*

At the end of Q3 2025, 1,629 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 190 from Q2 2025. 286 opened new positions and 92 sold out. The largest holders were Brevan Howard Capital Management LP ($2.4B), Goldman Sachs Group Inc. ($2.2B) and Millennium Management ($1.3B). 7 famous investors held it, including Paul Tudor Jones (1.3% of Tudor Investment Corporation's portfolio), Israel Englander (1.1% of Millennium Management's portfolio) and David E. Shaw (0.4% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions286$832.6M
Exits92$728.6M

All 13F filers, Q2 2025 → Q3 2025: 91,249,433 shares bought and 53,513,794 shares sold, net +37,735,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,629 holders

Brevan Howard Capital Management LP 34.70% Reduce -2.0% 36,752,748 $2.4B
Goldman Sachs Group Inc. 0.32% Add +32.6% 33,963,324 $2.2B
Millennium Management 1.09% Reduce -4.3% 20,519,106 $1.3B
Avenir Tech Ltd 90.48% Add +10.5% 18,297,107 $1.2B
Jane Street Group, LLC 1.01% Reduce -44.9% 13,210,574 $858.7M
Symmetry Investments LP 59.32% No change 11,234,740 $730.3M
Morgan Stanley 0.04% Add +38.6% 11,066,177 $719.3M
BlackRock, Inc. 0.01% Add +31.8% 10,392,826 $675.5M
Weiss Asset Management LP 11.63% Add +39.4% 10,058,653 $653.8M
Capula Management Ltd 4.59% Add +0.0% 9,481,909 $616.3M
Mubadala Investment Co PJSC 3.17% No change 8,726,972 $567.3M
Al Warda Investments RSC Ltd 100.00% Add +230.3% 7,963,393 $517.6M
Clear Street Group Inc. 2.38% — 7,509,421 $488.1M
D. E. Shaw & Co. 0.40% Reduce -4.1% 7,063,619 $459.1M
Farallon Capital Management, L.L.C. 2.57% Reduce -0.4% 6,992,700 $454.5M
Wells Fargo & Company 0.09% Add +162.1% 6,888,063 $447.7M
Harvard Management Co. Inc. 21.04% Add +257.5% 6,813,612 $442.9M
Schonfeld Strategic Advisors LLC 3.08% Add +19.7% 6,782,398 $440.9M
Marex Group Ltd 4.80% Add +4842.2% 5,973,271 $388.1M
JPMorgan Chase & Co. 0.02% Add +64.3% 5,284,190 $343.5M
Galaxy Group Investments LLC 31.94% Reduce -7.6% 5,024,241 $326.6M
IMC-Chicago, LLC 5.37% Add +12.6% 4,654,029 $302.5M
Macquarie Group Ltd. 0.33% Add +43.1% 4,404,792 $286.3M
Barclays PLC 0.10% Add +2.8% 4,307,141 $280.0M
DRW Securities, LLC 12.91% Add +454.9% 3,864,314 $251.2M
Sculptor Capital LP 4.83% Reduce -26.6% 3,292,068 $214.0M
Tudor Investment Corporation 1.28% Reduce -34.4% 2,946,322 $191.5M
Mint Tower Capital Management B.V. 42.47% Reduce -6.6% 2,661,535 $173.0M
59 North Capital Management, LP 5.27% New 2,601,533 $169.1M
BSN CAPITAL PARTNERS Ltd 13.10% No change 2,800,000 $166.9M
LPL Financial LLC 0.05% Add +37.7% 2,479,205 $161.1M
Hudson Bay Capital Management LP 1.10% Add +153.6% 2,406,578 $156.4M
Graham Capital Management, L.P. 8.24% Reduce -9.5% 2,312,412 $150.3M
Belvedere Trading LLC 12.06% Add +47.8% 2,310,424 $150.2M
Susquehanna International Group, LLP 0.22% Reduce -79.4% 2,302,880 $149.7M
CRCM LP 41.89% Add +37.7% 2,214,074 $143.9M
Pine Ridge Advisers LLC 9.73% Add +1.2% 2,184,600 $142.0M
Jain Global LLC 1.88% Add +42.7% 2,078,778 $135.1M
Mariner Investment Group LLC 50.87% Add +142.3% 2,015,094 $131.0M
Trans-Canada Capital Inc. 7.47% Add +30.3% 1,891,801 $123.0M
Verde Servicos Internacionais S.A. 33.61% Add +167.4% 1,813,449 $117.9M
Senator Investment Group LP 4.32% Reduce -0.8% 1,798,000 $116.9M
Pinpoint Asset Management (Singapore) Pte. Ltd. 20.73% Reduce -3.5% 1,787,571 $116.2M
Verition Fund Management LLC 0.69% Add +43.3% 1,782,627 $115.9M
Marshall Wace, LLP 0.12% Add +875.1% 1,645,490 $107.0M
Cerity Partners LLC 0.17% Add +51.4% 1,571,557 $102.2M
Balyasny Asset Management L.P. 0.21% Add +965.4% 1,544,504 $100.4M
Simplex Trading, LLC 2.19% Add +427.9% 1,528,615 $99.4M
Cantor Fitzgerald, L. P. 1.93% Reduce -4.3% 1,504,746 $97.8M
ParaFi Capital LP 21.09% Reduce -21.3% 1,475,000 $95.9M
Royal Bank of Canada 0.02% Add +4103.9% 1,472,197 $95.7M
Bank of Montreal 0.04% New 1,379,821 $89.7M
HRTG Gpe, LLC 9.21% Add +52.6% 1,328,909 $86.4M
Fortress Investment Group LLC 11.68% No change 1,325,000 $86.1M
Citadel Advisors 0.07% Reduce -22.3% 1,283,726 $83.4M
WINTON GROUP Ltd 3.06% Add +20.3% 1,259,743 $81.9M
Walleye Trading LLC 1.24% Add +955.4% 1,195,048 $77.7M
Ovata Capital Management Ltd 14.80% No change 1,142,805 $74.0M
Betterment LLC 0.14% Add +22.9% 1,085,559 $70.6M
Nwi Management LP 6.42% New 1,000,000 $65.0M
Cetera Investment Advisers 0.07% Add +76.4% 991,001 $64.4M
Tidal Investments LLC 0.27% Add +87.7% 965,074 $62.7M
Squarepoint Ops LLC 0.13% Add +120.2% 931,454 $60.5M
Private Advisor Group, LLC 0.29% Add +35.6% 913,746 $59.4M
HighTower Advisors, LLC 0.07% Add +53.7% 901,964 $58.6M
Castle Hook Partners LP 0.83% Reduce -83.0% 842,915 $54.8M
Elequin Capital, LP 4.62% Reduce -33.8% 831,683 $54.1M
Horizon Kinetics Asset Management LLC 0.66% Reduce -14.0% 826,901 $53.7M
Allen Investment Management, LLC 0.57% Add +539.3% 795,313 $51.7M
Cresset Asset Management, LLC 0.23% Add +80.1% 791,948 $51.5M
Wealthfront Advisers LLC 0.12% Add +15.7% 777,231 $50.5M
Cambridge Investment Research Advisors, Inc. 0.13% Add +18.8% 735,981 $47.8M
Harvest Portfolios Group Inc. 0.88% Add +158.2% 730,414 $47.5M
Mariner, LLC 0.06% Add +20.4% 692,915 $45.0M
Captrust Financial Advisors 0.09% Add +134.7% 691,730 $45.0M
Allen Operations LLC 5.20% No change 670,200 $43.6M
PNC Financial Services Group, Inc. 0.03% Reduce -0.6% 642,346 $41.8M
Kaleidoscope Capital LP 11.89% Reduce -32.1% 640,304 $41.6M
Simplify Asset Management Inc. 0.84% New 636,000 $41.3M
Commonwealth Equity Services, LLC 0.05% Add +6.6% 635,265 $41.3M
Bank of America Corp. 0.00% Add +34.1% 627,449 $40.8M
Financial Engines Advisors L.L.C. 0.08% Add +15.0% 609,403 $39.6M
Titan Global Capital Management USA LLC 5.82% Reduce -1.1% 608,287 $39.5M
Nearwater Capital Markets, Ltd 0.52% New 600,000 $39.0M
Horizon Investments, LLC 0.50% New 586,779 $38.1M
Pilgrim Partners Asia Pte Ltd 16.58% — 572,717 $37.2M
Acorn Financial Advisory Services Inc. 5.62% Add +4.2% 563,509 $36.6M
Wolverine Asset Management LLC 2.53% Reduce -52.4% 553,690 $36.0M
Copperleaf Capital, LLC 16.72% Add +16.9% 536,552 $34.9M
Financial Sense Advisors, Inc. 7.10% Reduce -16.5% 531,055 $34.5M
Yarbrough Capital, LLC 1.06% No change 524,213 $34.1M
Himension Capital (singapore) Pte. LTD. 2.04% Reduce -0.9% 510,642 $33.2M
Oxler Private Wealth LLC 9.48% Reduce -1.8% 501,271 $32.6M
Hunting Hill Global Capital, LLC 12.20% Add +77.9% 498,169 $32.4M
Paragon Advisors, LLC 8.29% Add +4.6% 493,304 $32.1M
NewEdge Advisors, LLC 0.14% Add +44.0% 743,994 $31.6M
Corient Private Wealth LP 0.05% Add +50.4% 480,193 $31.2M
Creative Planning 0.02% Add +12.5% 476,681 $31.0M
Foundations Investment Advisors, LLC 0.44% Add +23.9% 467,999 $30.4M
Walleye Capital LLC 0.27% Add +181.8% 464,921 $30.2M
MML Investors Services, LLC 0.08% Add +38.4% 458,401 $29.8M
PPSC Investment Service Corp 2.19% Add +10.1% 424,000 $27.6M
JTC Employer Solutions Trustee Ltd 2.32% No change 415,961 $27.0M
Marcho Partners LLP 10.82% Add +13.0% 414,550 $26.9M
Envestnet Asset Management Inc. 0.01% Reduce -11.6% 410,960 $26.7M
O'Neil Global Advisors, Inc. 4.86% Reduce -32.3% 406,378 $26.4M
IvyRock Asset Management (HK) Ltd 11.33% Reduce -33.5% 405,500 $26.4M
Ardmore Road Asset Management LP 1.68% Add +16.3% 400,000 $26.0M
Lakewood Capital Management, LP 1.96% No change 398,510 $25.9M
Cwm, LLC 0.08% Add +50.6% 391,498 $25.4M
Encompass More Asset Management 4.87% Reduce -1.3% 389,458 $25.3M
Aristides Capital LLC 7.43% Reduce -15.1% 387,154 $25.2M
US Bancorp \de 0.03% Add +2.3% 384,101 $25.0M
Cibc World Market Inc. 0.05% Add +14.0% 381,620 $24.8M
Proficio Capital Partners LLC 1.70% Reduce -90.3% 381,595 $24.8M
SIH Partners, LLLP 2.16% New 379,385 $24.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +33.0% 352,925 $24.4M
Bleakley Financial Group, LLC 0.56% Add +29.6% 370,986 $24.1M
GenTrust, LLC 1.09% No change 368,034 $23.9M
Gateway Investment Advisers LLC 0.22% New 352,978 $22.9M
GM Advisory Group, LLC 0.97% Add +1272.5% 352,492 $22.9M
Summit Financial, LLC 0.35% New 349,590 $22.7M
Magnus Financial Group LLC 1.79% Add +51.0% 347,963 $22.6M
LMR Partners LLP 0.43% Reduce -54.3% 342,659 $22.3M
Fiduciary Alliance LLC 1.49% Add +9.1% 341,648 $22.2M
All-Stars Investment Ltd 6.77% Reduce -31.9% 341,000 $22.2M
AlTi Global, Inc. 0.52% Reduce -19.8% 341,764 $22.2M
Sanctuary Advisors, LLC 0.12% Add +27.1% 333,786 $21.7M
Ieq Capital, LLC 0.06% Add +44.0% 326,387 $21.2M
Aristeia Capital, L.L.C. 1.08% New 322,898 $21.0M
Zhang Financial LLC 0.82% Add +0.1% 309,220 $20.1M
Landscape Capital Management, L.L.C. 1.24% Reduce -38.0% 301,301 $19.6M
Sovran Advisors, LLC 1.73% Add +27.8% 323,741 $19.6M
Syon Capital LLC 1.04% Add +48.5% 299,177 $19.4M
Parkwood LLC 1.88% Reduce -20.0% 296,000 $19.2M
Journey Strategic Wealth LLC 0.54% Add +2526.3% 294,121 $19.1M
Mangrove Partners Im, LLC 1.57% New 290,122 $18.9M
Q Fund Management (Hong Kong) Ltd 13.08% Reduce -1.4% 289,947 $18.8M
Strong Tower Advisory Services 3.54% Reduce -0.1% 287,670 $18.7M
Ariose Capital Management Ltd 6.23% New 285,825 $18.6M
Atlatl Advisers LLC 7.19% Reduce -5.0% 278,296 $18.1M
Moneta Group Investment Advisors LLC 0.14% Add +6.3% 272,402 $17.7M
Global Retirement Partners, LLC 0.39% Add +23.6% 270,684 $17.6M
Polar Asset Management Partners Inc. 0.51% Reduce -43.4% 267,020 $17.4M
Insigneo Advisory Services, LLC 1.22% Add +75.3% 266,208 $17.3M
BigSur Wealth Management LLC 4.16% Add +122.4% 261,483 $17.0M
Scotia Capital Inc. 0.07% Add +22.4% 260,354 $16.9M
Lido Advisors, LLC 0.07% Add +46.9% 253,863 $16.5M
Engineers Gate Manager LP 0.19% Reduce -6.6% 250,056 $16.3M
Aequim Alternative Investments LP 2.72% New 250,000 $16.3M
NewEdge Wealth, LLC 0.23% Add +23.2% 267,453 $15.8M
Synergy Asset Management, LLC 0.55% Add +196.1% 245,142 $15.3M
Logan Stone Capital, LLC 6.89% Reduce -76.8% 233,398 $15.2M
Claar Advisors LLC 4.47% Add +7.2% 232,514 $15.1M
NTV Asset Management LLC 1.65% Add +8.5% 232,423 $15.1M
Pekin Hardy Strauss, Inc. 1.49% Add +5.7% 226,958 $14.8M
Quattro Financial Advisors LLC 4.66% Add +18.6% 226,400 $14.7M
Prelude Capital Management, LLC 1.11% Add +304.5% 217,098 $14.1M
Kestra Advisory Services, LLC 0.06% Add +0.9% 215,135 $14.0M
Brown University 8.17% No change 212,500 $13.8M
SkyBridge Capital II, LLC 23.92% Reduce -40.8% 211,399 $13.7M
Stevens Capital Management LP 1.82% Add +1047.0% 211,125 $13.7M
Addison Capital Co 3.98% Add +134.2% 207,327 $13.5M
Arkadios Wealth Advisors 0.33% Add +12.8% 204,293 $13.3M
Sara-Bay Financial 3.66% Add +3.3% 201,273 $13.1M
Osaic Holdings, Inc. 0.02% Add +602.9% 207,681 $13.0M
Main Street Research LLC 0.67% New 190,842 $12.4M
Clare Market Investments LLC 2.44% Add +33.8% 187,600 $12.2M
Point72 Asset Management 0.03% Reduce -84.9% 186,159 $12.1M
KADENSA CAPITAL Ltd 1.22% Add +0.9% 182,764 $11.9M
FFG Partners, LLC 3.22% Add +161.9% 182,557 $11.9M
Advisory Services Network, LLC 0.17% Reduce -38.9% 182,537 $11.9M
Sapient Capital LLC 0.18% Add +22.0% 182,212 $11.8M
Bienville Capital Management, LLC 2.25% Add +5.0% 181,776 $11.8M
Integrated Wealth Concepts LLC 0.10% Add +53.5% 180,573 $11.7M
Focus Partners Wealth 0.02% Add +48.8% 182,279 $11.7M
TLT Family Holdco ULC 1.07% No change 180,000 $11.7M
Brookstone Capital Management 0.14% Reduce -0.2% 179,436 $11.7M
Evolution Wealth Advisors, LLC 1.55% Reduce -4.2% 177,322 $11.5M
Trek Financial, LLC 0.68% Add +6.0% 174,685 $11.4M
Compass Ion Advisors, LLC 1.08% Add +0.5% 171,929 $11.2M
Galaxy Digital Capital Management GP LLC 10.80% Add +1.2% 170,223 $11.1M
Mutual Advisors, LLC 0.24% Add +4.0% 176,291 $11.0M
Virtu Financial LLC 0.61% Add +162.0% 168,455 $10.9M
National Philanthropic Trust 0.12% Add +7.2% 167,981 $10.9M
Equitable Holdings, Inc. 0.08% Add +33.7% 167,612 $10.9M
Ausdal Financial Partners, Inc. 0.53% Add +88.6% 166,139 $10.8M
Verde Capital Management 2.36% Add +0.2% 163,812 $10.6M
Lifeworks Advisors, LLC 1.41% Add +9.8% 161,272 $10.5M
Proathlete Wealth Management LLC 2.99% Add +7.0% 159,848 $10.4M
Farringdon Capital, Ltd. 2.63% Reduce -5.7% 159,234 $10.4M
Farther Finance Advisors, LLC 0.16% Add +14.8% 158,860 $10.3M
Pathstone Holdings, LLC 0.04% Add +45.1% 178,016 $10.1M
Kamunting Street Capital Management, L.P. 7.51% Reduce -24.4% 155,181 $10.1M
Corecam Pte. Ltd. 5.37% Add +7.3% 154,900 $10.1M
Jaffetilchin Investment Partners, LLC 0.59% Reduce -0.2% 151,986 $9.9M
Savvy Advisors, Inc. 0.45% Add +838.3% 151,658 $9.9M
NEOS Investment Management LLC 0.07% New 146,050 $9.5M
Alamea Verwaltungs GmbH 6.43% No change 144,892 $9.4M
Janus Henderson Group PLC 0.00% Reduce -26.7% 144,257 $9.4M
Context Capital Management, LLC 1.94% No change 144,000 $9.4M
Axxcess Wealth Management, LLC 0.20% Add +2.5% 142,480 $9.3M
Palumbo Wealth Management LLC 2.95% Add +191.3% 142,047 $9.2M
IHT Wealth Management, LLC 0.23% Add +6.7% 142,038 $9.2M
Discovery Capital Management, LLC / CT 0.51% New 142,000 $9.2M
Matauro, LLC 1.44% Add +11.6% 139,653 $9.1M
Signal Advisors Wealth, LLC 0.82% Add +17.0% 138,943 $9.0M
Vigilare Wealth Management 3.09% Add +43.5% 137,311 $8.9M
Permian Investment Partners, LP 1.01% New 137,000 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 135,107 $8.8M
UBS Group AG 0.00% Add +23.7% 134,993 $8.8M
X-Square Capital, LLC 2.74% Add +4.1% 134,733 $8.8M
Concentrum Wealth Management 2.51% Add +16.8% 133,870 $8.7M
First Trust Advisors LP 0.01% Add +17.4% 133,595 $8.7M
Coatue Management 0.02% Add +134.7% 132,640 $8.6M
Maytree Asset Management Ltd 7.67% New 131,179 $8.5M
VCI Wealth Management LLC 2.57% Add +5.3% 130,246 $8.5M
Tactive Advisors, LLC 2.37% Reduce -35.4% 128,794 $8.4M
Massar Capital Management, LP 2.99% Add +359.1% 128,545 $8.4M
Kingsview Wealth Management, LLC 0.13% Add +30.3% 128,466 $8.4M
SCS Capital Management LLC 0.09% Add +20.9% 127,683 $8.3M
360 Financial, Inc. 2.65% New 82,326 $8.2M
Silverleafe Capital Partners, LLC 2.52% Add +352.3% 125,552 $8.2M
Pettinga Financial Advisors LLC 1.59% Add +0.5% 125,219 $8.1M
Luxor Capital Group, LP 1.12% Reduce -21.3% 123,775 $8.0M
Vishria Bird Financial Group, LLC 1.58% Reduce -0.1% 123,700 $8.0M
Heirloom Wealth Management 1.93% Add +7.1% 122,720 $8.0M
CIBC Private Wealth Group LLC 0.01% Add +13.7% 122,385 $8.0M
Maripau Wealth Management LLC 3.98% Add +10.9% 121,790 $7.9M
Wealthspire Advisors, LLC 0.04% Add +14.8% 121,367 $7.9M
VestGen Advisors, LLC 0.26% Add +50.3% 120,026 $7.8M
Bank of New York Mellon Corp 0.00% Add +141.0% 118,785 $7.7M
Andar Capital Management HK Ltd 7.76% Add +31.1% 118,000 $7.7M
Cercano Management LLC 0.29% No change 117,140 $7.6M
Jump Financial, LLC 0.10% Add +826.8% 114,133 $7.4M
Riggs Asset Managment Co. Inc. 1.61% Add +32.9% 114,066 $7.4M
Visionary Wealth Advisors 0.34% Add +10.6% 112,583 $7.3M
Wesbanco Bank Inc. 0.20% Add +6.9% 112,023 $7.3M
Renaissance Technologies 0.01% Reduce -4.2% 110,800 $7.2M
Rakuten Group, Inc. 0.47% New 109,918 $7.1M
J. Safra Sarasin Holding AG 0.11% Add +11.9% 107,838 $7.0M
Truvestments Capital LLC 1.26% Add +228.8% 107,091 $7.0M
AE Wealth Management LLC 0.04% Add +100.5% 106,738 $6.9M
Requisite Capital Management, LLC 1.15% Reduce -20.0% 105,508 $6.9M
Sig Brokerage, LP 1.72% New 105,266 $6.8M
Epiq Partners, LLC 3.33% Add +0.7% 104,991 $6.8M
Kingswood Wealth Advisors, LLC 0.41% Add +1.8% 104,580 $6.8M
Bosman Wealth Management, LLC 5.23% Add +81.3% 103,759 $6.7M
Bridger Management, LLC 3.63% Add +24.7% 103,619 $6.7M
Geneva Partners, LLC 2.46% Add +43.2% 103,634 $6.7M
Fifth Third Bancorp 0.02% Add +12.3% 102,322 $6.7M
Evoke Wealth, LLC 0.14% Add +33.8% 102,101 $6.6M
Transcend Capital Advisors, LLC 0.47% Add +5.6% 102,023 $6.6M
Jefferies Financial Group Inc. 0.06% Add +132.6% 101,838 $6.6M
Lansing Street Advisors 1.74% Add +97.2% 100,829 $6.6M
Park Avenue Securities LLC 0.05% Add +17.4% 99,084 $6.4M
Steward Partners Investment Advisory, LLC 0.04% Add +230.0% 98,811 $6.4M
Spire Wealth Management 0.22% Add +664.6% 98,213 $6.4M
CWA Asset Management Group, LLC 0.24% Add +6.8% 97,945 $6.4M
Brown Advisory Inc. 0.01% Add +35.7% 97,317 $6.3M
Vienna Asset Management LLC 3.75% Add +13.0% 96,774 $6.3M
New Capital Management LP 1.63% Add +1.4% 95,815 $6.2M
Upper Left Wealth Management, LLC 3.91% Reduce -0.7% 95,755 $6.2M
Cobblestone Asset Management LLC 2.84% Add +3.4% 95,486 $6.2M
Titleist Asset Management, LLC 0.55% Reduce -7.9% 95,414 $6.2M
Marathon Trading Investment Management LLC 2.66% Reduce -10.7% 94,967 $6.2M
QTR Family Wealth, LLC 2.92% Add +4.5% 94,678 $6.2M
BNC Wealth Management, LLC 1.55% Add +22.6% 94,567 $6.1M
Vontobel Holding Ltd. 0.02% Add +85.2% 93,986 $6.1M
Mercer Global Advisors Inc. 0.01% Add +40.8% 94,489 $6.1M
Family Manage LLC 0.84% Add +228.7% 93,673 $6.1M
Deltec Asset Management LLC 1.00% Add +77.9% 93,650 $6.1M
Avestar Capital, LLC 0.43% Add +3.2% 93,570 $6.1M
Stratos Wealth Advisors, LLC 0.29% Add +12.9% 93,112 $6.1M
Foundation Wealth Management, LLC 4.11% Add +4.5% 92,921 $6.0M
Thomist Capital Management, LP 1.88% New 92,900 $6.0M
Garde Capital, Inc. 0.30% Add +4.0% 92,669 $6.0M
Total Investment Management Inc. 0.78% Add +5.4% 92,370 $6.0M
Mgo One Seven LLC 0.14% Add +15.5% 91,604 $6.0M
Akuna Securities LLC 0.85% Add +787.6% 91,010 $5.9M
IPG Investment Advisors LLC 1.05% Add +31.7% 90,388 $5.9M
Cranbrook Wealth Management, LLC 1.16% New 89,188 $5.8M
Obsidian Cio, LLC 0.75% Add +12.4% 88,389 $5.7M
Compound Planning, Inc. 0.19% Add +496.2% 88,378 $5.7M
Simplicity Wealth,LLC 0.33% Add +67.8% 87,365 $5.7M
Red Door Wealth Management, LLC 0.60% Reduce -19.2% 87,018 $5.7M
Audent Global Asset Management, LLC 4.11% New 86,863 $5.6M
Militia Capital Partners, LP 2.61% Reduce -29.6% 86,290 $5.6M
Advyzon Investment Management, LLC 0.96% Reduce -5.7% 85,967 $5.6M
Gainplan LLC 2.36% Reduce -5.7% 85,497 $5.6M
Waratah Capital Advisors Ltd. 0.37% Reduce -11.3% 83,529 $5.4M
Mill Creek Capital Advisors, LLC 0.11% Add +17.0% 82,830 $5.4M
Financial Enhancement Group LLC 0.72% Reduce -1.1% 76,550 $5.4M
StoneX Group Inc. 0.23% Add +16.0% 82,476 $5.4M
Centurion Wealth Management LLC 1.21% Add +12.0% 81,528 $5.3M
MAI Capital Management 0.03% Add +23.2% 80,925 $5.3M
Stratos Wealth Partners, LTD. 0.06% Add +86.7% 80,580 $5.2M
Sycale Advisors (NY) LLC 1.60% Add +228.3% 78,800 $5.1M
Maridea Wealth Management LLC 0.79% Add +21.3% 81,098 $5.1M
Compagnie Lombard Odier SCmA 0.06% Reduce -26.6% 77,034 $5.0M
Centaurus Financial, Inc. 0.23% Add +13.0% 76,426 $5.0M
K2 Principal Fund, L.P. 1.78% Reduce -56.3% 76,100 $4.9M
Bellecapital International Ltd. 0.79% Add +34.6% 75,229 $4.9M
Quinn Opportunity Partners LLC 0.36% No change 75,000 $4.9M
Mission Wealth Management, LP 0.10% Add +17.3% 74,732 $4.9M
Catalyst Funds Management Pty Ltd 0.73% New 73,990 $4.8M
PEAK6 LLC 0.12% New 73,622 $4.8M
Merit Financial Group, LLC 0.04% Add +89.3% 73,236 $4.8M
Pure Portfolios Holdings LLC 1.48% Add +0.9% 72,604 $4.7M
Capital Wealth Alliance, LLC 2.32% Add +15.6% 71,963 $4.7M
High Note Wealth, LLC 0.93% Add +99.4% 71,584 $4.7M
Perigon Wealth Management, LLC 0.09% Add +80.6% 70,142 $4.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.41% Add +3.7% 70,083 $4.6M
Consilium Wealth Advisory, LLC 1.76% New 70,072 $4.6M
Secure Asset Management, LLC 0.75% Add +11.1% 68,076 $4.5M
Bull Oak Capital, LLC 1.92% Add +1.6% 69,604 $4.5M
CSS LLC 0.78% Add +20.6% 68,980 $4.5M
Dakota Wealth Management 0.09% Add +5.9% 68,744 $4.5M
Gerber Kawasaki Wealth & Investment Management 0.15% Add +19.7% 68,199 $4.4M
BBR Partners, LLC 0.25% Add +16.2% 68,018 $4.4M
Park Edge Advisors, LLC 1.02% Add +9.4% 67,881 $4.4M
Keebeck Wealth Management 0.52% Add +0.4% 67,632 $4.4M
Summit Trail Advisors, LLC 0.06% Add +76.0% 66,285 $4.3M
HB Wealth Management, LLC 0.03% Add +20.7% 65,660 $4.3M
NFSG Corp 0.64% Add +229.3% 65,516 $4.3M
Quadrature Capital Ltd 0.05% New 65,525 $4.3M
Waterloo Capital, L.P. 0.32% Add +16.9% 65,490 $4.3M
Kingstone Capital Partners Texas, LLC 2.45% Add +50.6% 64,924 $4.2M
Gries Financial LLC 0.66% Add +9.6% 64,503 $4.2M
Activest Wealth Management 0.85% Add +12.1% 64,345 $4.2M
Quantinno Capital Management LP 0.01% Add +83.0% 64,229 $4.2M
Beacon Pointe Advisors, LLC 0.04% Add +18.6% 63,770 $4.1M
Fairbanks Capital Management, Inc. 2.24% New 63,493 $4.1M
Moors & Cabot, Inc. 0.18% Add +1.9% 63,316 $4.1M
Brown Wealth Management, LLC 1.16% Reduce -0.6% 63,302 $4.1M
Element Pointe Advisors, LLC 0.86% New 62,231 $4.0M
Aprio Wealth Management, LLC 0.40% Add +12.4% 62,162 $4.0M
Telligent Fund, LP 3.44% Add +14.8% 62,000 $4.0M
Wealthcare Advisory Partners LLC 0.08% Add +10.0% 61,655 $4.0M
Udine Wealth Management, Inc. 1.91% Add +5.2% 61,169 $4.0M
Baring Financial LLC 2.71% Add +14.8% 61,124 $4.0M
Focus Partners Advisor Solutions, LLC 0.04% Add +80.9% 63,218 $4.0M
Atria Investments, Inc 0.04% Add +12.8% 59,476 $3.9M
Integrated Advisors Network LLC 0.16% Add +49.4% 59,353 $3.9M
Solstein Capital, LLC 1.76% Add +43.2% 59,181 $3.8M
Modus Advisors, LLC 1.04% Add +26.6% 59,060 $3.8M
Freestone Capital Holdings, LLC 0.12% Add +19.1% 58,726 $3.8M
Salem Investment Counselors Inc. 0.11% Add +3.2% 58,445 $3.8M
Glaxis Capital Management, LLC 6.29% Add +338.4% 58,300 $3.8M
Northstar Advisory Group, LLC 1.54% Add +29.7% 58,206 $3.8M
Basso Capital Management, L.P. 2.53% Add +27.0% 58,115 $3.8M
Ethos Financial Group, LLC 0.30% Add +1.7% 58,047 $3.8M
Concurrent Investment Advisors, LLC 0.06% Reduce -30.9% 57,841 $3.8M
Forte Asset Management LLC 1.80% Reduce -12.1% 57,529 $3.7M
Rpo LLC 6.69% Reduce -17.5% 57,200 $3.7M
Arete Wealth Advisors, LLC 0.23% Reduce -18.7% 57,161 $3.7M
Parallax Volatility Advisers, L.P. 0.12% Reduce -38.7% 55,982 $3.6M
Integral Investment Advisors, Inc. 0.98% Add +0.4% 55,688 $3.6M
Belpointe Asset Management LLC 0.14% Reduce -8.0% 55,492 $3.6M
Neuberger Berman Group LLC 0.00% Add +19.9% 55,087 $3.6M
Sageworth Trust Co 0.17% Add +4.1% 55,018 $3.6M
Ursa Fund Management, LLC 7.05% Add +46.3% 55,000 $3.6M
Sequoia Financial Advisors, LLC 0.02% Add +12.3% 54,175 $3.5M
Royal Harbor Partners, LLC 1.19% Add +3.2% 54,167 $3.5M
Stelac Advisory Services LLC 1.22% Add +14.7% 54,158 $3.5M
Panoramic Investment Advisors, LLC 1.98% Add +2.3% 54,064 $3.5M
Bulltick Wealth Management, LLC 0.83% Add +12.5% 54,061 $3.5M
Permanens Capital L.P. 0.52% New 53,878 $3.5M
Matrix Private Capital Group LLC 1.84% Add +49.6% 53,520 $3.5M
Traphagen Investment Advisors LLC 0.30% Add +6.0% 53,240 $3.5M
Kestra Private Wealth Services, LLC 0.05% Add +37.5% 53,098 $3.5M
Alpha Zero LLC 2.00% Add +7.1% 53,043 $3.4M
Riversedge Advisors, LLC 0.58% Add +15.7% 52,947 $3.4M
Baker Avenue Asset Management, LP 0.08% Reduce -4.1% 52,730 $3.4M
EverSource Wealth Advisors, LLC 0.14% Add +111.1% 52,434 $3.4M
Choreo, LLC 0.04% Add +1.3% 52,332 $3.4M
Lake Hills Wealth Management, LLC 1.80% New 51,789 $3.4M
Convergence Financial, LLC 0.50% Add +8.0% 51,315 $3.3M
Fortress Private Ledger, LLC 1.21% Add +20.1% 51,174 $3.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Add +29.7% 50,687 $3.3M
Truist Financial Corp. 0.00% Add +11.4% 50,456 $3.3M
J.W. Cole Advisors, Inc. 0.06% Add +19.8% 50,004 $3.3M
Phraction Management LLC 0.99% Add +40.5% 50,000 $3.3M
Rothschild Investment LLC 0.18% Add +15.4% 49,261 $3.2M
Calamos Wealth Management LLC 0.12% Add +81.0% 49,258 $3.2M
Cavalier Investments, LLC 1.28% New 49,000 $3.2M
Affinity Wealth LLC 2.41% Add +1.3% 48,769 $3.2M
Avidian Wealth Enterprises, LLC 0.12% Add +19.1% 48,311 $3.1M
Genesee Capital Advisors, LLC 1.35% Reduce -15.6% 47,758 $3.1M
Transcendent Capital Group LLC 1.39% Reduce -1.1% 47,732 $3.1M
Independent Financial Group, LLC 0.07% Add +44.7% 47,699 $3.1M
OneAscent Financial Services LLC 0.20% Reduce -8.3% 47,237 $3.1M
Meitav Investment House Ltd. 0.04% Add +28.7% 46,373 $3.0M
Ewing Morris & Co. Investment Partners Ltd. 1.28% Reduce -16.5% 46,063 $3.0M
Vise Technologies, Inc. 0.11% New 45,977 $3.0M
Sepio Capital, LP 0.18% Add +3.2% 45,674 $3.0M
Fig Financial Advisory Services Inc. 1.85% Add +102.7% 45,300 $2.9M
California First Leasing Corp. 1.07% New 45,000 $2.9M
Finer Wealth Management, Inc. 1.45% Add +12.5% 44,624 $2.9M
Curi Capital, LLC 0.05% Add +43.9% 44,580 $2.9M
Empower Advisory Group, LLC 0.01% Add +11.7% 44,385 $2.9M
Persistent Asset Partners Ltd 2.08% Reduce -54.4% 44,200 $2.9M
LM Advisors LLC 0.42% Add +200.7% 44,071 $2.9M
Kirtland Hills Capital Management, LLC 1.13% Add +39.8% 44,064 $2.9M
Jackson Hole Capital Partners, LLC 0.49% Add +0.6% 43,802 $2.8M
Clearstead Advisors, LLC 0.04% Add +24.9% 43,611 $2.8M
Pine Valley Investments Ltd Liability Co 0.15% Add +22.2% 43,111 $2.8M
HGC Investment Management Inc. 0.69% Reduce -69.8% 42,936 $2.8M
True North Advisors, LLC 0.44% New 42,489 $2.8M
Parallel Advisors, LLC 0.05% Add +6.9% 42,182 $2.7M
Apeiron RIA LLC 0.62% Add +14.7% 41,570 $2.7M
Rye Brook Capital LLC 2.30% Add +91.8% 42,000 $2.7M
Sassicaia Capital Advisers LLC 1.22% Reduce -76.5% 42,000 $2.7M
Investment Partners, LTD. 0.96% Add +11.9% 41,912 $2.7M
Bearing Point Capital, LLC 0.47% Add +41.3% 41,746 $2.7M
Waverly Advisors, LLC 0.03% Add +21.2% 41,492 $2.7M
Rik Saylor Financial, Inc. 1.96% Reduce -19.5% 41,274 $2.7M
Allworth Financial LP 0.01% Add +42.7% 41,187 $2.7M
Dynamic Advisor Solutions LLC 0.08% Add +125.5% 41,120 $2.7M
Gradient Investments LLC 0.04% Add +38.9% 41,018 $2.7M
Assetmark, Inc. 0.01% Reduce -8.9% 40,461 $2.6M
Blue Sky Capital Consultants Group, Inc. 1.15% Add +34.9% 40,215 $2.6M
Ion Asset Management Ltd. 0.32% No change 40,000 $2.6M
Wakefield Asset Management LLLP 0.70% Add +25.2% 39,716 $2.6M
DDD Partners, LLC 0.16% Add +250.7% 39,647 $2.6M
Savant Capital, LLC 0.02% Add +36.1% 39,479 $2.6M
Valeo Financial Advisors, LLC 0.06% Reduce -39.5% 39,030 $2.5M
Wedbush Securities Inc. 0.08% Add +17.3% 38,696 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +15.2% 38,488 $2.5M
CreativeOne Wealth, LLC 0.06% Add +7.6% 38,355 $2.5M
Evergreen Quality Fund GP, Ltd. 0.06% New 38,322 $2.5M
World Investment Advisors 0.05% Reduce -9.2% 38,218 $2.5M
MBL Wealth, LLC 0.22% Add +384.5% 38,040 $2.5M
HCR Wealth Advisors 0.26% Add +0.9% 35,845 $2.5M
Sagace Wealth Management LLC 1.68% Add +5.4% 37,881 $2.5M
Banco BTG Pactual S.A. 0.36% Add +210.6% 37,734 $2.5M
Great Valley Advisor Group, Inc. 0.05% Add +7.9% 37,677 $2.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.47% No change 37,476 $2.4M
Montz Harcus Wealth Management LLC 1.06% No change 37,452 $2.4M
K.J. Harrison & Partners Inc 0.35% Reduce -70.5% 35,228 $2.4M
Sterling Investment Advisors, Ltd. 0.47% No change 37,230 $2.4M
Aragon Global Management, LP 0.74% New 37,200 $2.4M
Hippocratic Financial Advisors, LLC 1.16% Add +4.2% 36,996 $2.4M
RFG Advisory, LLC 0.05% Reduce -10.3% 36,982 $2.4M
Simon Quick Advisors, LLC 0.11% Add +32.1% 36,936 $2.4M
Larson Financial Group LLC 0.08% Reduce -21.7% 36,905 $2.4M
WealthShield Partners, LLC 0.27% Add +10.3% 36,619 $2.4M
Cornerstone Advisory, LLC 0.23% Add +14.3% 36,561 $2.4M
Wealth Management Associates, Inc. 0.84% Add +13.2% 36,467 $2.4M
Prime Capital Investment Advisors, LLC 0.03% Add +32.3% 36,465 $2.4M
Guggenheim Capital LLC 0.02% New 36,275 $2.4M
Wolverine Trading, LLC 0.05% New 36,247 $2.4M
SeaCrest Wealth Management, LLC 0.25% Reduce -38.6% 33,571 $2.4M
GFS Advisors, LLC 0.30% Add +4.7% 35,966 $2.3M
Strategic Wealth Partners, Ltd. 0.17% Add +1.8% 35,940 $2.3M
Commerce Bank 0.01% Reduce -56.6% 35,846 $2.3M
Citizens Financial Group Inc. 0.03% New 35,786 $2.3M
LexAurum Advisors, LLC 0.33% Add +54.5% 35,590 $2.3M
Cary Street Partners Financial LLC 0.06% Add +6.6% 35,566 $2.3M
AlphaStar Capital Management, LLC 0.20% Add +55.3% 35,550 $2.3M
GR Financial Group, LLC 0.53% Add +34.7% 35,514 $2.3M
Platform Technology Partners 0.55% Add +6.8% 35,482 $2.3M
Pennington Partners & Co., LLC 1.09% Add +72.1% 35,370 $2.3M
Apexium Financial, LP 0.11% Add +157.7% 35,294 $2.3M
Ackerman Capital Advisors, LLC 0.48% Add +2.3% 35,269 $2.3M
Coastal Bridge Advisors, LLC 0.17% Add +53.0% 35,130 $2.3M
Chicago Partners Investment Group LLC 0.06% Add +23.5% 35,362 $2.3M
Compass Capital Corp. /Ma/ 0.99% Add +1.9% 38,604 $2.3M
Amtrust Financial Services, Inc. 0.76% No change 35,000 $2.3M
Csenge Advisory Group 0.11% Add +91.3% 34,912 $2.3M
NorthCoast Asset Management LLC 0.01% Add +10.7% 34,869 $2.3M
KM Capital Management Ltd. 1.04% Reduce -2.6% 34,699 $2.3M
Turim 21 Investimentos Ltda. 0.76% New 34,603 $2.2M
Pachira Investments Inc. 1.26% Add +5.6% 34,524 $2.2M
AlphaCore Capital LLC 0.08% Add +7.7% 34,423 $2.2M
Resurgent Financial Advisors LLC 1.10% Add +4.9% 34,319 $2.2M
IFP Advisors, Inc 0.06% Add +67.4% 34,227 $2.2M
Tsfg, LLC 0.35% Add +25.1% 34,210 $2.2M
Impact Partnership Wealth, LLC 0.33% Add +70.1% 33,997 $2.2M
Riverview Capital Advisers, LLC 0.64% Add +483.5% 33,948 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +12.8% 33,835 $2.2M
Sage Mountain Advisors LLC 0.12% Add +153.1% 33,510 $2.2M
Strategic Family Wealth Counselors, L.L.C. 0.56% Add +0.4% 33,363 $2.2M
Evergreen Capital Management LLC 0.05% Add +82.7% 33,308 $2.2M
Arax Advisory Partners 0.03% Reduce -22.1% 33,230 $2.2M
Mirador Capital Partners LP 0.31% Add +28.5% 33,193 $2.2M
WESCAP Management Group, Inc. 0.45% Reduce -0.3% 33,199 $2.1M
Nkcfo LLC 0.65% Reduce -13.2% 33,000 $2.1M
683 Capital Management, LLC 0.20% Reduce -47.6% 33,000 $2.1M
Financial Futures Ltd Liability Co. 1.04% Reduce -0.9% 32,852 $2.1M
Avior Wealth Management, LLC 0.07% Add +55.8% 32,736 $2.1M
Tarbox Family Office, Inc. 0.31% Add +9.3% 32,588 $2.1M
Fermata Advisors, LLC 0.54% Add +2.0% 32,463 $2.1M
Objective Capital Management, LLC 2.18% Add +0.9% 32,424 $2.1M
Deane Retirement Strategies, Inc. 0.90% Add +46.9% 32,342 $2.1M
Copia Wealth Management 1.55% Add +13.8% 32,121 $2.1M
Gladstone Institutional Advisory LLC 0.08% Add +9.5% 31,910 $2.1M
Cassaday & Co Wealth Management LLC 0.05% Add +247.5% 31,909 $2.1M
Andina Capital Management, LLC 1.17% Add +9.1% 31,895 $2.1M
B. Riley Wealth Advisors, Inc. 0.10% Add +29.7% 31,713 $2.1M
Fort Point Capital Partners LLC 0.26% Reduce -57.8% 31,602 $2.1M
Comerica Bank 0.01% Add +14.0% 31,467 $2.0M
Avid Wealth Partners LLC 1.02% Add +3.2% 31,437 $2.0M
Raymond James Financial Inc. 0.00% Add +254.7% 31,333 $2.0M
Prospect Financial Services LLC 1.17% Add +293.8% 31,316 $2.0M
Wedmont Private Capital 0.08% Add +51.8% 29,372 $2.0M
Independent Family Office, LLC 0.86% Add +18.1% 31,100 $2.0M
Ashton Thomas Private Wealth, LLC 0.05% Add +119.6% 31,031 $2.0M
ARS Investment Partners, LLC 0.13% Add +47.9% 30,705 $2.0M
Mustico Financial Group, Inc. 2.02% Add +2.6% 30,450 $2.0M
United Advisor Group, LLC 0.26% Add +130.5% 30,206 $2.0M
Smith, Moore & Co. 0.15% Add +16.4% 30,047 $2.0M
Harbor Investment Advisory, LLC 0.16% Reduce -2.5% 30,035 $2.0M
RoundAngle Advisors LLC 1.51% Add +15.3% 29,988 $1.9M
Core Wealth Partners LLC 0.89% Add +52.0% 29,908 $1.9M
Vista Finance, LLC 1.29% No change 29,885 $1.9M
Evercore Wealth Management, LLC 0.03% Add +94.3% 29,841 $1.9M
Keybank National Association 0.01% Add +1.7% 29,840 $1.9M
Strategic Investment Solutions, Inc. 0.51% Add +13.9% 29,817 $1.9M
Griffin Asset Management, Inc. 0.22% Reduce -8.2% 29,699 $1.9M
U.S. Capital Wealth Advisors, LLC 0.05% Add +89.0% 29,541 $1.9M
Signaturefd, LLC 0.03% Add +15.5% 29,520 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +19.6% 29,499 $1.9M
Altura Wealth Advisors Inc. 0.91% Add +42.6% 29,425 $1.9M
SteelPeak Wealth, LLC 0.06% Add +2.1% 29,087 $1.9M
All Terrain Financial Advisors, LLC 0.61% Add +29.4% 29,083 $1.9M
CMG Global Holdings, LLC 0.92% Add +4.7% 29,783 $1.9M
United Capital Financial Advisors, LLC 0.01% Add +86.8% 28,579 $1.9M
First National Trust Co 0.06% Reduce -21.8% 28,462 $1.9M
Lauer Wealth, LLC 1.35% Add +57.9% 29,186 $1.8M
Patten & Patten Inc. 0.11% Add +38.1% 28,318 $1.8M
Boreal Capital Management LLC 1.75% Add +60.5% 28,134 $1.8M
RIA Advisory Group LLC 0.47% Add +7.3% 28,103 $1.8M
Heritage Family Offices, LLP 0.85% Add +51.9% 27,971 $1.8M
PFG Investments, LLC 0.09% Add +64.5% 27,890 $1.8M
Dimension Capital Management LLC 0.26% Add +63.5% 27,867 $1.8M
Abich Financial Wealth Management LLC 0.64% — 27,785 $1.8M
FWG Holdings, LLC 0.77% Add +11.7% 28,573 $1.8M
Morse Asset Management, Inc 0.36% Add +25.0% 27,500 $1.8M
Capricorn Fund Managers Ltd 0.60% No change 27,490 $1.8M
Ritholtz Wealth Management 0.03% Add +180.2% 27,392 $1.8M
Bison Wealth, LLC 0.16% Add +45.9% 29,097 $1.8M
Fonville Wealth Management LLC 0.40% Add +20.7% 27,271 $1.8M
Bellwether Advisors, LLC 0.29% Add +1.5% 26,669 $1.7M
CORDA Investment Management, LLC. 0.12% Add +16.6% 26,642 $1.7M
Pursue Wealth Partners LLC 0.95% Add +4.7% 26,550 $1.7M
Principia Wealth Advisory, LLC 1.21% Add +0.2% 26,154 $1.7M
McElhenny Sheffield Capital Management, LLC 0.40% Add +42.8% 26,092 $1.7M
HRT Financial LP 0.01% New 25,823 $1.7M
Counterweight Ventures, LLC 0.98% New 25,719 $1.7M
Howard Capital Management Group, LLC 0.11% Add +0.7% 25,690 $1.7M
Sound View Wealth Advisors Group, LLC 0.11% Add +20.0% 25,361 $1.6M
Mountain Capital Investment Advisors Inc. 0.29% Add +7.4% 24,615 $1.6M
Invesco Ltd. 0.00% Add +27.9% 25,251 $1.6M
Gemmer Asset Management LLC 0.13% Add +9.2% 25,241 $1.6M
LaSalle St. Investment Advisors, LLC 0.29% Reduce -2.1% 25,140 $1.6M
Elevate Capital Advisors, LLC 1.13% Add +4.5% 25,014 $1.6M
Wellington Shields Capital Management, LLC 0.25% Reduce -2.0% 25,010 $1.6M
Marathon Asset Management LP 2.61% No change 25,000 $1.6M
Archer Investment Corp 0.37% Add +18.2% 24,953 $1.6M
jvl associates llc 0.53% Add +32.0% 24,750 $1.6M
Douglass Winthrop Advisors, LLC 0.03% Add +15.6% 24,742 $1.6M
Integrity Alliance, Llc. 0.08% Reduce -39.5% 24,712 $1.6M
Vista Investment Partners Ii, LLC 0.75% Add +13.9% 24,573 $1.6M
SG Americas Securities, LLC 0.01% New 24,396 $1.6M
Venture Visionary Partners LLC 0.05% Add +2.7% 24,398 $1.6M
Cambridge Financial Group, LLC 0.50% Add +6.8% 24,077 $1.6M
BridgePort Financial Solutions, LLC 0.42% Add +5.4% 24,072 $1.6M
Tred Avon Family Wealth, LLC 0.54% — 24,042 $1.6M
Intrua Financial, LLC 0.18% Add +47.5% 23,994 $1.6M
Alpha Cubed Investments, LLC 0.05% Add +207.0% 23,978 $1.6M
Heritage Oak Wealth Advisors LLC 0.57% Add +21.2% 23,871 $1.6M
Wealth Alliance, LLC 0.16% Add +14.3% 23,723 $1.5M
Caprock Group, LLC 0.04% — 25,000 $1.5M
Brookwood Investment Group LLC 0.20% Add +10.2% 23,551 $1.5M
Momentum Wealth Planning, LLC 1.21% Add +22.7% 23,550 $1.5M
BRC Group Holdings, Inc. 1.04% Add +42.4% 23,500 $1.5M
Planning Alternatives Ltd. 0.20% Add +61.5% 23,400 $1.5M
Perennial Investment Advisors, LLC 0.13% Add +18.0% 23,370 $1.5M
Wealthedge Investment Advisors, LLC 0.57% Reduce -4.5% 23,205 $1.5M
Circle Wealth Management, LLC 0.03% Add +0.8% 23,032 $1.5M
FSA Investment Group, LLC 0.93% New 22,423 $1.5M
BlueChip Wealth Advisors LLC 0.63% Add +4.1% 22,857 $1.5M
Exit Wealth Advisors, LLC. 0.99% — 22,821 $1.5M
West Michigan Advisors, LLC 0.36% Add +38.8% 22,765 $1.5M
WMG Financial Advisors, LLC 0.49% New 22,711 $1.5M
Delta Investment Management, LLC 0.26% Add +6.0% 22,659 $1.5M
Clear Creek Financial Management, LLC 0.13% Add +23.5% 22,624 $1.5M
IFC Advisors LLC 0.27% Add +3.8% 22,580 $1.5M
Palisade Capital Management, LP 0.04% Add +3.9% 22,547 $1.5M
Gibson Capital, LLC 0.27% Reduce -0.9% 22,460 $1.5M
Formidable Asset Management, LLC 0.23% Reduce -3.4% 23,810 $1.5M
Diversified Trust Co. 0.03% Reduce -9.9% 22,344 $1.5M
Equitable Trust Co. 0.07% Add +95.4% 22,320 $1.5M
Procyon Advisors, LLC 0.09% Add +1.1% 22,312 $1.5M
Hurley Capital, LLC 0.81% Add +14.5% 22,064 $1.4M
Nokomis Capital, L.L.C. 0.51% New 21,800 $1.4M
Aptus Capital Advisors, LLC 0.01% Reduce -1.1% 21,737 $1.4M
Sanders Morris Harris LLC 0.19% Reduce -15.6% 21,732 $1.4M
Avaii Wealth Management, LLC 0.54% Add +5.3% 21,642 $1.4M
LBMC Investment Advisors, LLC 0.09% Add +0.4% 21,610 $1.4M
Bedell Frazier Investment Counselling, LLC 0.29% New 21,606 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.12% Add +22.8% 21,578 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Add +646.4% 21,510 $1.4M
Sphera Funds Management LTD. 0.33% No change 21,455 $1.4M
Blue Square Asset Management, LLC 0.61% New 21,401 $1.4M
Generation Capital Management LLC 1.01% Add +17.9% 21,364 $1.4M
Sofi Wealth, LLC 0.07% Add +39.7% 21,193 $1.4M
Ameritas Advisory Services, LLC 0.09% Add +606.3% 20,991 $1.4M
Northern Trust Corp. 0.00% Reduce -53.4% 20,984 $1.4M
Schorn Wealth LLC 0.42% Add +1.5% 20,926 $1.4M
Key Client Fiduciary Advisors, LLC 0.46% Add +12.1% 20,808 $1.4M
Nvwm, LLC 0.30% Add +1.4% 20,722 $1.3M
Clarius Group, LLC 0.08% Add +38.6% 20,707 $1.3M
Sharkey, Howes & Javer 0.17% Add +121.1% 20,668 $1.3M
Becker Capital Management Inc. 0.04% New 20,590 $1.3M
Virtue Capital Management, LLC 0.21% Add +167.6% 9,375 $1.3M
Two Sigma Securities, LLC 0.20% Add +193.8% 20,435 $1.3M
Joel Isaacson & Co., LLC 0.05% Add +6.0% 20,402 $1.3M
Powell Investment Advisors, LLC 0.46% Add +2.8% 20,371 $1.3M
LCM Capital Management Inc 0.63% Reduce -13.8% 20,280 $1.3M
Level Four Advisory Services, LLC 0.05% Add +35.9% 20,277 $1.3M
Benjamin Edwards Inc. 0.01% New 20,227 $1.3M
Modern Wealth Management, LLC 0.03% Add +52.5% 20,142 $1.3M
Capital Management Associates 1.94% No change 20,000 $1.3M
Peapack Gladstone Financial Corp. 0.02% Add +23.4% 19,957 $1.3M
Rwa Wealth Partners, LLC 0.01% Reduce -5.4% 19,933 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +733.5% 19,895 $1.3M
Heritage Investment Group, Inc. 0.21% Add +67.6% 19,880 $1.3M
Almanack Investment Partners, LLC. 0.20% Reduce -23.9% 19,879 $1.3M
Accel Wealth Management 0.37% Add +19.9% 19,828 $1.3M
Nicolet Bankshares Inc. 0.21% Add +4.0% 19,771 $1.3M
Wealth Watch Advisors, INC 0.53% Add +36.6% 19,769 $1.3M
Summit Wealth Group LLC / Co. 0.14% New 1,447 $1.3M
MFG Wealth Management, Inc. 0.97% Add +15.6% 19,688 $1.3M
Private Capital Advisors, Inc. 0.14% Add +3.3% 19,662 $1.3M
Oxford Financial Group, LTD. LLC 0.07% Add +343.8% 19,617 $1.3M
Tme Financial, Inc. 0.95% Add +0.6% 19,571 $1.3M
Black Swift Group, LLC 0.22% Add +8.3% 19,550 $1.3M
Traynor Capital Management, Inc. 0.07% Add +13.3% 19,498 $1.3M
Modera Wealth Management, LLC 0.01% Add +37.7% 19,492 $1.3M
Americana Partners, LLC 0.04% Add +6.6% 19,378 $1.3M
Sivia Capital Partners, LLC 0.35% Add +228.7% 19,184 $1.2M
Choate Investment Advisors 0.03% Add +1.6% 19,174 $1.2M
Vantage Investment Partners, LLC 0.09% No change 19,132 $1.2M
Sovereign Financial Group, Inc. 0.23% Add +9.0% 19,068 $1.2M
Williams Jones Wealth Management, LLC. 0.01% Add +18.1% 19,048 $1.2M
Tempus Wealth Planning, LLC 0.28% Add +69.8% 19,025 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.71% Reduce -1.5% 18,959 $1.2M
Watershed Private Wealth LLC 0.39% Add +0.2% 18,957 $1.2M
Sloy Dahl & Holst, LLC 0.13% No change 18,828 $1.2M
FineMark National Bank & Trust 0.04% Reduce -2.9% 18,769 $1.2M
Busey Bank 0.03% Add +2.4% 18,738 $1.2M
Capital Advisors Inc. 0.02% Add +14.6% 28,522 $1.2M
Unique Wealth, LLC 0.18% Add +1.0% 18,608 $1.2M
Rinkey Investments 0.32% Reduce -1.1% 18,561 $1.2M
Leo Wealth, LLC 0.16% Reduce -8.0% 18,556 $1.2M
Columbus Macro, LLC 0.14% Add +46.9% 18,546 $1.2M
Cadence Bank 0.07% Add +143.8% 18,503 $1.2M
Strategic Blueprint, LLC 0.05% Add +73.7% 18,495 $1.2M
Pennsylvania Capital Management Inc. 0.35% Add +16.9% 18,476 $1.2M
Carnegie Investment Counsel 0.02% Reduce -1.2% 18,463 $1.2M
Sound Financial Strategies Group, LLC 0.87% Add +1.5% 18,429 $1.2M
HBK Sorce Advisory LLC 0.03% Add +16.8% 18,914 $1.2M
Western Wealth Management, LLC 0.06% Add +34.9% 18,363 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +2.6% 18,329 $1.2M
Keystone Financial Group 0.09% Add +2.9% 18,291 $1.2M
Hohimer Wealth Management, LLC 0.17% New 18,026 $1.2M
J. Goldman & Co LP 0.04% Reduce -82.2% 18,000 $1.2M
Old National Bancorp 0.02% Reduce -0.4% 18,000 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +2.4% 17,934 $1.2M
First United Bank & Trust 0.38% Reduce -2.6% 17,829 $1.2M
Manchester Capital Management LLC 0.16% Add +19.5% 17,762 $1.2M
MMBG Investment Advisors Co. 0.10% Add +99.4% 17,692 $1.1M
Qube Research & Technologies Ltd 0.00% Add +154.2% 17,590 $1.1M
New Wave Wealth Advisors LLC 0.44% Add +74.3% 17,508 $1.1M
Pinnacle Financial Partners Inc 0.03% Add +6.6% 17,425 $1.1M
Meridian Wealth Management, LLC 0.04% Add +154.5% 17,408 $1.1M
Triton Wealth Management, PLLC 0.43% New 17,998 $1.1M
Friday Financial 0.47% Add +9.2% 17,362 $1.1M
1776 Wealth LLC 0.43% Add +77.6% 17,335 $1.1M
Whalen Wealth Management Inc. 0.66% Add +36.8% 17,313 $1.1M
Glassman Wealth Services 0.16% Add +18.7% 17,282 $1.1M
BlackDiamond Wealth Management, LLC 0.61% Reduce -34.7% 17,265 $1.1M
Ridgewood Investments LLC 0.47% Add +8.1% 17,239 $1.1M
Crystal Rock Capital Management 0.61% New 17,150 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.18% Add +230.7% 17,138 $1.1M
Seaview Investment Managers LLC 0.41% Reduce -26.2% 17,114 $1.1M
Clientfirst Wealth Management, LLC 0.89% Add +73.2% 17,020 $1.1M
Quadcap Wealth Management, LLC 0.13% Add +7.5% 17,019 $1.1M
Sowell Financial Services LLC 0.04% Add +55.9% 16,908 $1.1M
FAS Wealth Partners, Inc. 0.07% Add +26.3% 16,881 $1.1M
Kercheville Advisors, LLC 0.33% Add +194.4% 16,853 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +68.1% 16,819 $1.1M
DeDora Capital, Inc. 0.26% Add +7.6% 16,739 $1.1M
Maia Wealth LLC 0.18% Reduce -7.3% 17,996 $1.1M
HUB Investment Partners, LLC 0.04% Add +7.2% 16,586 $1.1M
World Equity Group, Inc. 0.24% Add +80.0% 15,758 $1.1M
Gould Capital, LLC 0.66% Add +1.9% 16,456 $1.1M
Pure Financial Advisors, LLC 0.02% Add +10.2% 16,449 $1.1M
Asset Dedication, LLC 0.07% Add +8.7% 16,397 $1.1M
Harvey Capital Management Inc. 0.23% New 16,313 $1.1M
Stifel Financial Corp. 0.00% Add +14.8% 16,240 $1.1M
Icon Wealth Advisors, LLC 0.07% Add +14.8% 16,237 $1.1M
Syntegra Private Wealth Group, LLC 0.10% New 16,186 $1.1M
Tamar Securities, LLC 0.12% Add +4.9% 16,163 $1.1M
Chilton Capital Management LLC 0.04% Add +10.5% 16,152 $1.0M
Nan Fung Group Holdings Ltd 1.74% New 15,968 $1.0M
International Assets Investment Management, LLC 0.08% No change 17,321 $1.0M
Cypress Wealth Services, LLC 0.17% Add +2.3% 15,914 $1.0M
Group One Trading LLC 0.03% New 15,913 $1.0M
Insight Advisors, LLC/ PA 0.16% Add +12.9% 15,879 $1.0M
Flagship Harbor Advisors, LLC 0.04% Add +38.5% 15,865 $1.0M
Beacon Financial Group 0.10% No change 15,858 $1.0M
Cardiff Park Advisors, LLC 0.08% Add +32.5% 15,794 $1.0M
Garden State Investment Advisory Services LLC 0.26% Reduce -22.2% 15,780 $1.0M
Austin Wealth Management, LLC 0.16% Add +0.8% 16,624 $1.0M
AdvisorNet Financial, Inc 0.06% Add +40.5% 15,575 $1.0M
Thompson Davis & Co., Inc. 0.62% Add +1.0% 15,522 $1.0M
Harfst & Associates, Inc. 0.18% New 15,342 $997K
Spreng Capital Management, Inc. 0.41% Add +14.8% 15,322 $996K
Federation des caisses Desjardins du Quebec 0.00% Add +2.8% 15,290 $994K
Clifford Swan Investment Counsel LLC 0.03% Add +82.1% 15,281 $993K
Little House Capital LLC 0.23% Add +1.0% 15,253 $991K
Armbruster Capital Management, Inc. 0.17% Add +105.9% 15,238 $990K
Summit Global Investments 0.06% Add +18.6% 15,144 $984K
Fifth Lane Capital, LP 1.00% No change 15,000 $975K
Orvieto Partners, L.P. 0.83% No change 15,000 $975K
Wilmar Advisors LLC 0.80% Add +25.0% 15,000 $975K
Triad Wealth Partners, LLC 0.13% New 14,981 $974K
LWM Advisory Services, LLC 0.56% No change 14,875 $967K
Guardian Partners Inc. 0.08% Add +5.2% 14,457 $965K
Octavia Wealth Advisors, LLC 0.10% Add +3.1% 14,831 $964K
CFM Wealth Partners LLC 0.14% New 14,818 $963K
Hutchens & Kramer Investment Management Group, LLC 0.38% Add +37.4% 14,811 $963K
FRG Family Wealth Advisors LLC 0.15% Add +143.9% 14,790 $961K
Relyea Zuckerberg Hanson LLC 0.10% Add +27.3% 14,786 $961K
Financial Management Professionals, Inc. 0.10% Add +60.2% 14,728 $957K
Howland Capital Management LLC 0.04% Reduce -0.8% 14,719 $957K
ORG Partners LLC 0.18% Add +2.9% 14,712 $956K
Kagan Cocozza Asset Management 0.72% No change 14,640 $952K
Synovus Financial Corp. 0.01% Add +79.8% 14,627 $951K
Forefront Wealth Partners, LLC 0.24% New 14,617 $950K
Doliver Advisors, LP 0.25% Add +24.3% 14,604 $949K
Coston, McIsaac & Partners 0.23% Reduce -5.8% 14,601 $948K
Claro Advisors Inc. 0.14% Add +29.4% 14,579 $948K
DecisionMap Wealth Management, LLC 0.61% Add +16.1% 14,552 $946K
J2 Capital Management Inc 0.71% Add +7.2% 14,519 $944K
Awm Capital, LLC 0.09% Add +11.6% 14,506 $943K
Chesapeake Capital Corp. 0.84% — 14,459 $940K
Invst, LLC 0.11% Add +11.8% 14,391 $935K
WealthTrust Asset Management, LLC 0.64% Reduce -5.1% 14,253 $926K
Oak Grove Capital LLC 0.20% New 14,250 $926K
IRON Financial LLC 0.44% Add +3.7% 14,235 $925K
National Wealth Management Group, LLC 0.35% New 14,221 $924K
GTS Securities LLC 0.04% New 14,220 $924K
West Financial Advisors, LLC 0.15% Add +1050.2% 14,125 $918K
Brighton Jones LLC 0.02% Add +22.4% 14,099 $916K
J Hagan Capital, Inc. 0.55% Add +48.6% 14,044 $913K
Rossmore Private Capital 0.10% Add +82.5% 13,996 $910K
Yukon Wealth Management, Inc. 0.30% Add +11.6% 13,945 $906K
Capital Investment Advisory Services, LLC 0.07% Add +110.9% 13,921 $905K
Altman Advisors, Inc. 0.35% Add +0.6% 13,902 $904K
Barometer Capital Management Inc. 0.21% Add +4.5% 13,900 $904K
CCM Investment Advisers LLC 0.09% No change 13,885 $903K
Boothbay Fund Management, LLC 0.02% Reduce -57.5% 13,838 $899K
NorthRock Partners, LLC 0.02% Add +22.7% 13,819 $898K
Strategies Wealth Advisors, LLC 0.09% Add +53.5% 13,703 $891K
Nwam LLC 0.05% Add +5.5% 13,866 $890K
Orin Green Financial, LLC 0.36% Add +14.1% 13,689 $890K
RVW Wealth, LLC 0.07% Add +10.6% 13,646 $887K
Ameliora Wealth Management Ltd. 0.29% Add +24.9% 13,618 $885K
Kera Capital Partners, Inc. 0.13% Add +87.1% 13,590 $883K
Sandbox Financial Partners, LLC 0.25% Add +15.1% 13,567 $882K
Entrewealth, LLC 0.45% New 13,500 $878K
Grant Street Asset Management, Inc. 0.18% Add +3.6% 13,469 $875K
Afg Fiduciary Services Limited Partnership 0.51% Reduce -14.0% 13,050 $870K
Ascent Wealth Partners, LLC 0.10% Add +3.3% 13,351 $868K
City State Bank 0.25% Add +412.1% 13,290 $864K
Fairview Capital Investment Management, LLC 0.04% Add +29.8% 13,275 $863K
Shepherd Kaplan Krochuk, LLC 0.70% Add +0.4% 13,212 $859K
Kingsman Wealth Management, Inc. 0.47% New 13,069 $849K
Capital Investment Advisors, LLC 0.01% Add +3.5% 12,959 $842K
Zuckerman Investment Group, LLC 0.08% Add +35.3% 12,931 $841K
Blackhawk Capital Partners, LLC 0.33% Add +4.1% 12,929 $840K
Three Seasons Wealth, LLC 0.08% Add +0.3% 12,851 $835K
Walkner Condon Financial Advisors LLC 0.13% Reduce -6.4% 12,776 $830K
Commonwealth Financial Services, LLC 0.14% Add +2.8% 12,771 $830K
Clay Northam Wealth Management, LLC 0.47% Reduce -0.4% 12,755 $829K
Brown Brothers Harriman & Co. 0.01% Add +17.5% 12,741 $828K
Patriot Investment Management Group, Inc. 0.05% Add +13.9% 12,727 $827K
Apollon Wealth Management, LLC 0.01% Add +237.6% 12,699 $825K
WCG Wealth Advisors LLC 0.05% Add +8.3% 12,671 $824K
WP Advisors, LLC 0.21% No change 12,655 $823K
Oarsman Capital, Inc. 0.12% Add +31.6% 12,630 $821K
Avondale Wealth Management 0.44% Add +110.0% 12,600 $819K
CAP Partners, LLC 0.46% Add +0.1% 12,467 $810K
Thrivent Financial for Lutherans 0.00% New 12,383 $805K
Galvin, Gaustad & Stein, LLC 0.07% Add +2.5% 12,380 $805K
Investment House LLC 0.04% New 12,309 $800K
Bristlecone Advisors, LLC 0.07% No change 12,250 $796K
Eagle Global Advisors LLC 0.03% Add +30.1% 12,100 $787K
Fischer Investment Strategies, LLC 0.47% Reduce -0.8% 12,097 $786K
Richmond Investment Services, LLC 0.15% New 12,080 $785K
Elyxium Wealth, LLC 0.27% Add +85.8% 12,073 $785K
Diversify Advisory Services, LLC 0.03% Add +20.3% 12,910 $781K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +17.6% 11,968 $778K
Partners Wealth Management, LLC 0.77% Add +176.4% 11,956 $777K
Canton Hathaway, LLC 0.15% Reduce -15.3% 11,950 $777K
SJS Investment Consulting Inc. 0.11% Add +61.0% 11,950 $777K
Milestone Asset Management, LLC 0.15% Add +14.7% 11,903 $774K
SFI Advisors, LLC 0.49% New 11,807 $767K
W1M Asset Management Ltd 0.05% Reduce -85.2% 11,807 $767K
Fiduciary Family Office, LLC 0.22% New 11,800 $767K
Philadelphia Trust Co. 0.05% Add +0.9% 11,731 $763K
Ameraudi Asset Management, Inc. 0.46% Add +0.3% 11,694 $760K
Fortis Capital Management LLC 0.11% Reduce -0.0% 11,583 $753K
Sax Wealth Advisors, LLC 0.04% Add +1.6% 11,574 $752K
Saxon Interests, Inc. 0.29% Add +38.7% 12,132 $745K
Evanson Asset Management, LLC 0.04% Add +17.5% 11,465 $745K
New Vernon Capital Holdings II LLC 0.34% No change 11,411 $742K
Legacy Wealth Managment, LLC 0.33% Add +1045.8% 11,378 $740K
Abound Financial, LLC 0.29% Add +5.5% 11,305 $735K
Cypress Capital Group 0.09% Add +45.8% 11,300 $735K
Brave Asset Management Inc. 0.18% Add +1.2% 11,269 $732K
Alpha Financial Partners LLC 0.47% Add +15.9% 11,220 $729K
IFG Advisory, LLC 0.03% Reduce -9.9% 11,108 $722K
Leavell Investment Management, Inc. 0.03% Add +7.1% 11,108 $722K
Ferguson Shapiro LLC 0.23% New 11,102 $722K
Cannon Global Investment Management, LLC 1.83% Add +4.7% 11,100 $722K
Solitude Financial Services 0.25% Add +30.0% 11,055 $719K
Birch Hill Investment Advisors LLC 0.03% No change 11,000 $715K
UMB Bank, n.a. 0.01% No change 10,959 $712K
Verus Capital Partners, LLC 0.06% Add +43.0% 10,953 $712K
Rothschild Wealth LLC 0.15% Add +15.1% 10,949 $712K
Pallas Capital Advisors LLC 0.03% Add +26.8% 10,915 $709K
Main Street Financial Solutions, LLC 0.05% Reduce -29.7% 10,891 $708K
Plancorp, LLC 0.02% Add +25.2% 10,867 $706K
HHM Wealth Advisors, LLC 0.08% Add +6.3% 10,803 $702K
SAM Advisors, LLC 0.23% No change 10,768 $700K
First Foundation Advisors 0.03% New 10,766 $700K
Masso Torrence Wealth Management Inc. 0.29% Add +1.3% 10,665 $693K
Family Office Research LLC 0.30% Add +93.7% 10,651 $692K
Tiaa Trust, National Association 0.00% Add +29.8% 10,622 $690K
WIT Partners Advisory Pte. Ltd. 0.26% New 11,150 $689K
Apella Capital, LLC 0.02% Add +167.9% 11,176 $687K
Colony Family Offices, LLC 0.18% No change 10,545 $685K
Ascent Capital Management, LLC 0.55% Add +123.4% 10,529 $684K
Manhattan West Asset Management, LLC 0.14% New 10,496 $682K
Ranch Capital Advisors Inc. 0.26% Reduce -0.2% 10,467 $680K
FNY Investment Advisers, LLC 0.22% Reduce -44.7% 10,354 $673K
Global Assets Advisory, LLC 0.20% Reduce -1.0% 10,325 $671K
Three Bridge Wealth Advisors, LLC 0.17% No change 10,310 $670K
Stordahl Capital Management, Inc. 0.14% Add +38.5% 10,279 $668K
Pandora Wealth, Inc. 0.40% No change 10,260 $667K
Quaker Wealth Management, LLC 0.22% Add +25.0% 10,256 $667K
Altiora Financial Group, LLC 0.12% No change 10,190 $662K
Beacon Financial Advisory LLC 0.15% Add +64.0% 10,187 $662K
Alterna Wealth Management, Inc. 0.54% Add +45.5% 10,178 $662K
New Republic Capital, LLC 0.20% Add +174.1% 10,143 $659K
Phillips Financial Management, LLC 0.04% Add +55.4% 10,143 $659K
Tradition Wealth Management, LLC 0.05% Add +1.4% 10,131 $659K
Snowden Capital Advisors LLC 0.02% Add +40.8% 10,077 $655K
Atlas Private Wealth Advisors 0.16% Reduce -43.0% 10,051 $653K
Lyell Wealth Management, LP 0.05% Add +24.2% 10,035 $652K
Bessemer Group Inc. 0.00% Reduce -25.6% 10,016 $651K
Pacific Point Advisors, LLC 0.38% No change 10,000 $650K
MADDEN SECURITIES Corp 0.20% No change 10,000 $650K
Whittier Trust Co. of Nevada Inc. 0.01% Add +510.9% 9,291 $649K
Smartleaf Asset Management LLC 0.04% Add +146.2% 9,968 $648K
One Capital Management, LLC 0.02% Reduce -0.3% 9,952 $647K
Retirement Planning Group, LLC 0.02% Add +160.7% 9,932 $646K
Coordinated Financial Services, Inc. 0.42% Add +1.5% 9,930 $645K
Magnolia Capital Advisors LLC 0.17% Add +112.7% 9,919 $645K
Continuum Advisory, LLC 0.07% Add +11.1% 9,892 $643K
Astra Wealth Partners LLC 0.45% New 9,888 $643K
SVB Wealth LLC 0.03% Add +12.9% 9,870 $642K
HBW Advisory Services LLC 0.07% Add +65.8% 9,694 $630K
BCS Wealth Management 0.14% Add +131.8% 9,636 $626K
Highland Capital Management, LLC 0.03% Add +113.3% 9,600 $624K
Oakworth Capital, Inc. 0.04% Add +48.2% 9,525 $619K
Diversified Enterprises, LLC 0.04% Add +40.5% 9,482 $616K
Black Diamond Financial, LLC 0.07% Reduce -8.2% 9,449 $614K
Regent Peak Wealth Advisors LLC 0.12% — 9,443 $614K
Advance Capital Management, Inc. 0.03% Add +57.3% 9,428 $613K
Ballew Advisors, Inc 0.34% Add +31.8% 9,544 $610K
Acorn Wealth Advisors, LLC 0.19% Add +154.2% 9,345 $607K
Heritage Investors Management Corp. 0.02% No change 9,290 $604K
Cornerstone Wealth Management, LLC 0.03% Add +56.5% 9,274 $603K
GSG Advisors LLC 0.16% Add +18.9% 9,008 $601K
International Private Wealth Advisors LLC 0.38% Add +100.8% 9,236 $600K
Prevail Innovative Wealth Advisors, LLC 0.12% New 9,186 $597K
Watts Gwilliam & Co., LLC 0.10% Add +0.7% 9,184 $597K
Greenwich Wealth Management LLC 0.03% Reduce -1.0% 9,167 $596K
BTG Pactual Asset Management US LLC 0.07% New 9,105 $592K
Teamwork Financial Advisors, LLC 0.06% Reduce -96.5% 9,094 $591K
Atwater Malick LLC 0.17% Add +5.0% 9,066 $589K
Vicus Capital 0.04% Add +132.6% 9,051 $588K
J. L. Bainbridge & Co., Inc. 0.05% Add +51.6% 8,996 $585K
Puff Wealth Management, LLC 0.89% New 8,975 $583K
Midwest Financial Group LLC 0.28% Reduce -24.9% 8,926 $580K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -10.2% 8,910 $579K
Verus Financial Partners, Inc. 0.06% Reduce -2.5% 8,897 $578K
McAdam, LLC 0.03% Add +17.1% 8,885 $578K
Joseph P. Lucia & Associates, LLC 0.22% Add +12.8% 8,857 $576K
Perennial Advisors, LLC 0.10% Add +27.1% 8,845 $575K
QVR LLC 0.70% No change 8,838 $574K
Moseley Investment Management Inc. 0.17% Add +16.3% 8,822 $573K
Farmers Trust Co. 0.10% Add +42.0% 8,778 $571K
Salomon & Ludwin, LLC 0.05% Add +1.6% 8,173 $571K
Foronjy Financial LLC 0.25% New 8,743 $568K
Merkkuri Wealth Advisors LLC 0.41% New 8,735 $568K
EPG Wealth Management LLC 0.16% New 8,723 $567K
Geneos Wealth Management Inc. 0.01% Reduce -49.1% 8,695 $565K
Robertson Stephens Wealth Management, LLC 0.02% Add +57.4% 8,688 $565K
&partners 0.00% Add +27.5% 8,593 $559K
Capital CS Group, LLC 0.92% Reduce -11.9% 8,586 $558K
Benchmark Financial Wealth Advisors, LLC 0.17% Add +13.2% 8,580 $558K
Fort Washington Investment Advisors Inc. 0.00% Add +41.0% 8,571 $557K
MBE Wealth Management, LLC 0.24% Add +55.2% 8,528 $554K
Levin Capital Strategies, L.P. 0.05% Reduce -5.2% 8,493 $552K
BIP Wealth, LLC 0.03% Add +18.1% 8,491 $552K
Forefront Wealth Management Inc. 0.40% Add +72.0% 8,480 $551K
Atlantic Union Bankshares Corp 0.01% Add +86.3% 8,436 $548K
J.Safra Asset Management Corp 0.03% Add +30.0% 8,428 $548K
Constant Guidance Financial LLC 0.43% Reduce -49.1% 8,369 $544K
San Luis Wealth Advisors LLC 0.10% New 8,354 $543K
Bluespring Wealth Management, LLC 0.05% Add +4.5% 8,354 $543K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +31.0% 8,360 $543K
JMG Financial Group, Ltd. 0.02% Add +66.5% 8,326 $541K
Crew Capital Management, Ltd 0.36% Reduce -2.3% 8,306 $540K
Gateway Wealth Partners, LLC 0.07% New 8,277 $538K
Investment Partners Asset Management, Inc. 0.35% No change 8,268 $537K
Regency Capital Management Inc.\DE 0.26% Add +67.6% 8,260 $537K
Stratos Investment Management, LLC 0.02% Reduce -20.3% 8,250 $536K
Lake Street Private Wealth, LLC 0.07% Add +18.1% 8,238 $535K
Wealth Management Partners, LLC 0.17% Add +57.6% 8,223 $534K
Cushing Capital Partners, LLC 0.42% Add +43.0% 8,178 $532K
W Advisors, LLC 0.28% Add +27.5% 8,177 $532K
M&T Bank Corp 0.00% New 8,155 $530K
Golden State Wealth Management, LLC 0.06% Add +10.7% 8,149 $530K
Orland Properties Ltd 0.11% New 8,144 $529K
Mayport, LLC 0.11% Add +24.6% 8,084 $525K
FourThought Financial Partners, LLC 0.05% No change 8,045 $523K
First Heartland Consultants, Inc. 0.04% Add +7.2% 8,007 $520K
Embree Financial Group 0.07% Add +17.4% 8,002 $520K
Central Asset Investments & Management Holdings (HK) Ltd 0.37% Reduce -75.8% 8,000 $520K
LifeGoal Investments, LLC 0.43% New 7,980 $519K
Private Management Group Inc. 0.02% Add +16.6% 7,980 $519K
SFG Wealth Management, LLC. 0.22% New 7,967 $518K
Cascade Financial Partners, LLC 0.06% Add +2.6% 7,967 $518K
Legacy Capital Wealth Partners, LLC 0.11% Add +107.2% 7,910 $514K
Onyx Bridge Wealth Group LLC 0.06% New 7,901 $514K
Forum Financial Management, LP 0.01% Add +1.9% 7,900 $514K
Nicolet Advisory Services, LLC 0.04% Add +30.5% 7,422 $513K
Consolidated Portfolio Review Corp 0.06% Add +2.3% 7,851 $510K
St Germain D J Co. Inc. 0.02% Add +10.4% 7,839 $510K
Quantum Portfolio Management LLC 0.15% New 7,826 $509K
OneAscent Wealth Management LLC 0.17% Add +4.2% 7,815 $508K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -8.7% 7,800 $507K
Institute for Wealth Management, LLC. 0.05% Add +20.0% 7,781 $506K
Endeavor Private Wealth, Inc. 0.16% New 7,750 $504K
Gilbert & Cook, Inc. 0.06% Add +1.3% 7,735 $503K
Schrum Private Wealth Management LLC 0.37% Add +35.3% 7,724 $502K
Naviter Wealth, LLC 0.06% Reduce -10.1% 7,665 $498K
Encompass Wealth Advisors, LLC 0.17% Add +2.2% 7,660 $498K
Cardinal Point Capital Management ULC 0.03% Add +94.2% 7,525 $495K
MRA Advisory Group 0.21% Reduce -22.1% 7,534 $490K
Catalyst Private Wealth, LLC 0.21% Add +6.7% 7,507 $488K
Rossby Financial, LCC 0.16% Add +0.7% 7,300 $487K
Bluesphere Advisors LLC 0.22% Add +100.6% 7,473 $486K
Riverpoint Wealth Management Holdings, LLC 0.11% New 7,470 $486K
MSH Capital Advisors LLC 0.13% Add +12.6% 7,459 $485K
Mayflower Financial Advisors, LLC 0.06% Add +25.4% 7,453 $484K
Aspire Growth Partners LLC 0.35% Add +22.7% 7,363 $479K
Global Endowment Management, LP 0.06% No change 7,363 $479K
Blue Trust, Inc. 0.01% Add +20.9% 7,361 $478K
Altus Wealth Group LLC 0.20% Add +15.4% 7,326 $476K
Greenhouse Wealth Management, LLC 0.29% No change 7,313 $475K
Rehmann Capital Advisory Group 0.03% Reduce -6.2% 7,311 $475K
Diversify Wealth Management, LLC 0.03% Add +30.4% 7,851 $475K
Benin Management CORP 0.11% Add +18.1% 7,290 $474K
Fire Capital Management LLC 0.27% No change 7,268 $472K
Correct Capital Wealth Management 0.09% Add +3.0% 7,252 $471K
FSB Premier Wealth Management, Inc. 0.15% Add +2.5% 7,244 $471K
Accurate Wealth Management, LLC 0.06% Add +10.8% 7,351 $470K
Silver Oak Securities, Incorporated 0.04% Add +54.9% 7,217 $469K
Siligmueller & Norvid Wealth Advisors LLC 0.21% New 7,195 $468K
MIdWestOne Financial Group, Inc. 0.06% New 7,168 $466K
Blue Bell Private Wealth Management, LLC 0.07% Add +10.0% 7,146 $464K
Burt Wealth Advisors 0.11% Add +18.4% 7,126 $463K
Meixler Investment Management, Ltd. 0.28% Reduce -5.3% 7,111 $462K
Sunburst Financial Group, LLC 0.10% Add +1.0% 7,058 $459K
Access Financial Services, Inc. 0.17% Add +6.5% 7,057 $459K
Everhart Financial Group, Inc. 0.05% Reduce -5.7% 7,056 $459K
Detalus Advisors, LLC 0.12% Add +74.9% 6,992 $454K
Wick Capital Partners, LLC 0.11% Reduce -95.8% 6,976 $453K
Chilton Investment Co. Inc. 0.01% Add +1.1% 6,972 $453K
Guardian Wealth Advisors, LLC / NC 0.03% Add +30.6% 6,953 $452K
Vivid Wealth Management, LLC 0.18% Add +13.9% 6,940 $451K
CFO4Life Group, LLC 0.07% Add +43.9% 6,937 $451K
Arrowroot Family Office, LLC 0.18% Add +23.7% 6,934 $451K
Cornerstone Planning Group LLC 0.07% Add +30.8% 7,395 $447K
Fortis Capital Advisors, LLC 0.07% New 6,852 $445K
4J Wealth Management LLC 0.26% No change 6,827 $444K
Advisory Alpha, LLC 0.01% Add +49.5% 6,447 $443K
Millington Financial Advisors, LLC 0.21% No change 6,719 $442K
FF Advisors,LLC 0.21% New 6,762 $440K
Van Hulzen Asset Management, LLC 0.03% Reduce -12.8% 6,753 $439K
United Bank 0.05% No change 6,693 $435K
Revisor Wealth Management LLC 0.15% Add +99.2% 6,320 $434K
Signature Estate & Investment Advisors LLC 0.01% Add +17.3% 6,661 $433K
McCollum Christoferson Group LLC 0.12% Add +46.7% 6,645 $432K
TD Waterhouse Canada Inc. 0.00% Add +23.5% 6,455 $431K
Charles Schwab Investment Management Inc. 0.00% New 6,588 $428K
Taylor & Morgan Wealth Management, LLC 0.26% Reduce -7.1% 6,582 $428K
A4 Wealth Advisors LLC 0.36% — 6,563 $427K
Aua Capital Management, LLC 0.24% No change 6,556 $426K
Rathbones Group PLC 0.00% Reduce -8.0% 6,544 $425K
Composition Wealth, LLC 0.01% Add +28.6% 6,540 $425K
JGP Wealth Management, LLC 0.05% Add +70.4% 6,167 $424K
First Manhattan Co. Llc. 0.00% New 6,516 $424K
Fifth Third Wealth Advisors LLC 0.02% No change 6,500 $423K
DT Investment Partners, LLC 0.04% Add +22.5% 6,499 $422K
Watchman Group, Inc. 0.10% New 6,487 $422K
GWN Securities Inc. 0.10% Add +6.3% 6,477 $421K
JDH Wealth Management, LLC 0.30% Add +2.3% 6,444 $419K
1832 Asset Management L.P. 0.00% Add +6.4% 6,441 $419K
Liberty Wealth Management LLC 0.06% Add +67.3% 6,407 $416K
Wealth Group Ltd 0.10% Add +59.2% 6,394 $416K
Aspiring Ventures, LLC 0.15% Add +19.1% 6,373 $414K
Ignite Planners, LLC 0.07% Add +28.1% 6,354 $413K
Trust Point Inc. 0.03% No change 6,344 $412K
Debussy Capital Management LP 0.06% Add +23.4% 6,339 $412K
Tritonpoint Wealth, LLC 0.04% No change 6,338 $412K
Holistic Financial Partners 0.17% No change 6,337 $412K
Krilogy Financial LLC 0.02% New 6,971 $411K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +45.3% 6,299 $409K
Regal Investment Advisors LLC 0.03% Reduce -1.3% 6,290 $409K
MN Wealth Advisors, LLC 0.22% Add +62.8% 6,266 $407K
Sunbelt Securities, Inc. 0.03% New 6,249 $406K
Narus Financial Partners, LLC 0.11% Add +60.5% 6,210 $404K
Sard Wealth Management Group, LLC 0.23% Add +3.9% 6,151 $400K
Cozad Asset Management Inc. 0.03% Add +28.1% 6,121 $398K
Mainstream Capital Management LLC 0.26% Add +39.0% 6,118 $398K
JB Capital LLC 0.02% New 6,114 $397K
Destiny Capital Corp 0.22% Add +74.5% 6,090 $396K
Pittenger & Anderson Inc. 0.01% Add +6.8% 6,021 $391K
Silverlake Wealth Management LLC 0.10% Add +25.3% 6,005 $390K
Commonwealth Retirement Investments LLC 0.13% Add +50.0% 6,000 $390K
Aft, Forsyth & Sober, LLC 0.12% New 6,000 $390K
Suncoast Equity Management 0.04% Add +9.1% 5,984 $389K
Cidel Asset Management Inc. 0.02% Add +4.8% 5,972 $388K
Patton Albertson Miller Group, LLC 0.05% New 5,971 $388K
Cutler Investment Counsel LLC 0.04% Add +7.5% 5,968 $388K
Princeton Global Asset Management LLC 0.06% Reduce -14.4% 5,953 $387K
DGS Capital Management, LLC 0.07% Reduce -2.2% 5,947 $387K
RMR Wealth Builders 0.03% New 5,923 $385K
Wincap Financial LLC 0.27% Add +19.7% 5,921 $385K
Graybill Wealth Management, LTD. 0.12% Add +1.3% 5,900 $384K
Moran Wealth Management, LLC 0.01% Add +75.3% 5,897 $383K
Caitlin John, LLC 0.27% Reduce -7.3% 5,893 $383K
First City Capital Management, Inc. 0.21% New 5,876 $382K
Ascentis Independent Advisors 0.06% No change 5,875 $382K
Cascades Capital Asset Management, LLC 0.17% New 5,855 $381K
DMC Group, LLC 0.26% Reduce -7.7% 5,835 $379K
Spinnaker Investment Group, LLC 0.07% Add +73.7% 5,799 $377K
Angeles Wealth Management, LLC 0.02% New 5,795 $377K
IAG Wealth Partners, LLC 0.05% Add +254.0% 5,791 $376K
Sigma Planning Corp 0.01% New 5,790 $376K
Carret Asset Management, LLC 0.04% Add +7.7% 5,788 $376K
Cassia Capital Partners, LLC 0.20% New 5,772 $375K
Optivise Advisory Services LLC 0.22% Reduce -23.0% 5,761 $374K
FSM Wealth Advisors, LLC 0.05% Add +18.2% 5,742 $373K
Alerus Financial NA 0.02% No change 5,741 $373K
Performance Wealth Partners, LLC 0.01% New 5,686 $370K
Retirement Planning Co of New England, Inc. 0.15% Add +0.4% 5,645 $367K
XML Financial, LLC 0.03% Add +65.8% 5,631 $366K
49 Wealth Management, LLC 0.03% New 5,575 $362K
Seelaus Asset Management LLC 0.29% Add +4.3% 5,519 $359K
Westmount Partners, LLC 0.09% New 5,353 $357K
Hibernia Wealth Partners, LLC 0.23% Reduce -66.6% 5,493 $357K
Permanent Capital Management, LP 0.07% — 5,493 $357K
Citrine Capital LLC 0.17% Reduce -62.4% 5,486 $357K
Capstone Financial Advisors, Inc. 0.02% New 5,485 $357K
Retirement Financial Solutions, LLC 0.11% New 5,478 $356K
Franklin Resources Inc. 0.00% Add +20.8% 5,458 $355K
Three Magnolias Financial Advisors, LLC 0.22% Add +47.3% 5,450 $354K
Samalin Investment Counsel, LLC 0.12% Add +3.4% 5,447 $354K
Burney Co./ 0.01% New 5,445 $354K
Crescent Grove Advisors, LLC 0.03% Reduce -39.8% 5,425 $353K
Peak Planning Group, LLC 0.18% Add +4.6% 5,420 $352K
Hamilton Wealth, LLC 0.07% Add +0.5% 5,413 $352K
Fortitude Family Office, LLC 0.10% New 5,406 $351K
OneAscent Family Office, LLC 0.29% No change 5,405 $351K
Bridgewater Advisors Inc. 0.02% Add +5.8% 6,133 $351K
Thrive Wealth Management, LLC 0.05% New 5,395 $351K
Ascentis Wealth Management, LLC 0.08% Add +27.3% 5,389 $350K
CLG LLC 0.10% Add +44.4% 5,377 $350K
Claret Asset Management Corp 0.04% No change 5,375 $349K
Paradiem, LLC 0.08% New 5,367 $349K
Certuity, LLC 0.02% Reduce -1.7% 5,360 $348K
Mosaic Financial Group, LLC 0.25% No change 5,359 $348K
Vawter Financial, Ltd. 0.16% New 5,327 $346K
Thoroughbred Financial Services, LLC 0.02% Add +3.3% 5,323 $345K
JT Stratford LLC 0.05% Add +31.6% 5,305 $345K
B.O.S.S. Retirement Advisors, LLC 0.08% New 5,301 $345K
Holcombe Financial, Inc. 0.24% New 5,290 $344K
Lazari Capital Management, Inc. 0.12% Add +0.6% 5,280 $343K
McLean Asset Management Corp 0.07% No change 4,812 $343K
Financial Security Advisor, Inc. 0.07% No change 5,265 $342K
Global Financial Private Client, LLC 0.12% Add +7.3% 5,237 $340K
Sentry LLC 0.08% No change 5,235 $340K
Purus Wealth Management, LLC 0.11% Add +33.8% 5,218 $339K
Ancora Advisors LLC 0.01% Add +21.8% 5,217 $339K
Glass Jacobson Investment Advisors llc 0.12% Add +8.2% 5,216 $339K
Pinnacle Associates Ltd. 0.00% Reduce -14.6% 5,213 $339K
Lodestar Private Asset Management LLC 0.04% New 5,212 $339K
Stonebridge Financial Group, LLC 0.03% Add +3.5% 5,196 $338K
Harvest Investment Services, LLC 0.07% New 5,182 $337K
Lokken Investment Group LLC 0.12% Add +30.2% 5,181 $337K
Narwhal Capital Management 0.02% Add +7.5% 5,171 $336K
Tucker Asset Management LLC 0.10% Add +9.4% 5,153 $335K
Prosperity Wealth Management, Inc. 0.11% Add +3.9% 5,151 $335K
Northeast Investment Management 0.01% Add +24.1% 5,150 $335K
Matisse Capital 0.15% New 5,144 $334K
Laffer Tengler Investments, Inc. 0.06% New 5,130 $333K
Stone House Investment Management, LLC 0.06% Add +20.1% 5,120 $333K
Financial Advocates Investment Management 0.19% Reduce -21.2% 5,113 $332K
Hoey Investments, Inc. 0.04% No change 5,095 $331K
Advisor OS, LLC 0.03% Add +23.7% 5,086 $331K
Perissos Private Wealth Management, LLC 0.24% New 5,039 $328K
North Capital, Inc. 0.25% Add +83866.7% 5,038 $327K
Unique Wealth Strategies, LLC 0.13% No change 5,000 $325K
Provident Wealth Management, LLC 0.10% No change 5,000 $325K
Ashford Capital Management Inc. 0.04% Add +42.9% 5,000 $325K
LRI Investments, LLC 0.03% No change 5,000 $325K
Rollins Financial Advisors, LLC 0.05% Add +22.0% 4,999 $325K
Sagespring Wealth Partners, LLC 0.01% New 4,997 $325K
SouthState Bank Corp 0.01% Reduce -34.0% 4,983 $324K
Summit Wealth & Retirement Planning, Inc. 0.08% New 4,971 $323K
L2 Asset Management, LLC 0.05% No change 4,968 $323K
Apriem Advisors 0.03% No change 4,944 $321K
Wealthspan Partners, LLC 0.12% Add +31.8% 4,933 $321K
Axecap Investments, LLC 0.20% Add +0.1% 4,931 $321K
NavPoint Financial, Inc. 0.17% No change 4,927 $320K
DAVENPORT & Co LLC 0.00% Add +16.0% 4,924 $320K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -50.3% 4,892 $318K
Wealthgarden F.S. LLC 0.23% Reduce -3.6% 5,042 $317K
Swisher Financial Concepts, Inc. 0.19% Reduce -17.6% 4,879 $317K
Exencial Wealth Advisors, LLC 0.01% Add +0.6% 4,874 $317K
Nautilus Advisors LLC 0.21% No change 4,854 $316K
Meadowbrook Wealth Management, LLC 0.33% — 4,850 $315K
Integrated Capital Management, LLC 0.14% Add +17.5% 4,808 $314K
Roundview Capital LLC 0.02% New 4,828 $314K
Malaga Cove Capital, LLC 0.11% No change 4,825 $314K
NerdWallet Wealth Partners, LLC 0.15% — 4,803 $312K
Bravias Capital Group, LLC 0.21% New 4,788 $311K
Fusion Capital, LLC 0.09% Add +3.7% 4,993 $311K
Zacks Investment Management 0.00% New 4,776 $310K
Verdence Capital Advisors LLC 0.02% Reduce -29.2% 4,752 $310K
Canal Capital Management, LLC 0.05% Reduce -4.2% 4,760 $309K
Tortoise Investment Management, LLC 0.03% No change 4,755 $309K
1ST Source Bank 0.02% Add +6.7% 4,750 $309K
ACT Advisors, LLC. 0.12% No change 4,736 $308K
Fishman Jay A Ltd. 0.03% No change 4,735 $308K
Headlands Technologies LLC 0.02% Add +1349.1% 4,695 $305K
Catalyst Financial Partners LLC 0.04% Add +13.2% 4,690 $305K
LGL Partners, LLC 0.13% No change 4,660 $303K
Sonoma Allocations LLC 0.11% — 4,909 $302K
Whelan Financial 0.10% New 4,638 $301K
4WEALTH Advisors, Inc. 0.28% Add +17.9% 4,633 $301K
Dynamic Technology Lab Private Ltd 0.05% Reduce -72.0% 4,634 $301K
Fragasso Financial Advisors Inc 0.02% Add +19.3% 4,292 $300K
Silicon Valley Capital Partners 0.03% Reduce -30.3% 4,606 $299K
Instrumental Wealth, LLC 0.21% New 4,941 $298K
Lantern Wealth Advisors, LLC 0.16% New 1,003,583 $298K
Burns Matteson Capital Management, LLC 0.12% Add +14.7% 4,578 $298K
United Asset Strategies, Inc. 0.02% Add +6.0% 4,574 $297K
Howe & Rusling Inc. 0.02% Reduce -26.3% 4,568 $297K
Disciplined Investors, L.L.C. 0.21% Add +13.3% 4,564 $297K
BlueStem Wealth Partners, LLC 0.03% New 4,562 $297K
Tilia Fiduciary Partners, Inc. 0.17% Add +2.3% 4,544 $295K
Strategic Advocates LLC 0.08% Add +26.0% 4,540 $295K
Fortis Group Advisors, LLC 0.05% Add +43.9% 4,723 $294K
Welch Group, LLC 0.01% New 4,524 $294K
One Wealth Management Investment & Advisory Services, LLC 0.34% New 4,522 $294K
SageView Advisory Group, LLC 0.01% Add +46.4% 4,521 $294K
Apollon Financial, LLC 0.05% New 4,514 $293K
Mascagni Wealth Management, Inc. 0.23% Add +8.7% 4,486 $292K
Alliance Wealth Advisors, LLC 0.15% Add +1.7% 4,482 $291K
Kenora Financial, LLC 0.10% No change 4,463 $290K
Client 1ST Advisory Group, LLC 0.10% New 4,463 $290K
Durante & Waters, LLC 0.21% Add +12.6% 4,460 $290K
Emory University 0.18% No change 4,450 $289K
Bare Financial Services, Inc 0.09% Add +0.1% 4,450 $289K
Atlas Legacy Advisors, LLC 0.06% New 4,449 $289K
WoodTrust Financial Corp 0.03% New 4,432 $288K
Prospera Financial Services Inc 0.00% New 4,427 $288K
Soltis Investment Advisors LLC 0.02% Add +21.0% 4,404 $286K
Kathmere Capital Management, LLC 0.02% New 4,404 $286K
Essex Financial Services, Inc. 0.02% Reduce -6.2% 4,403 $286K
Flaharty Asset Management, LLC 0.04% Reduce -65.0% 4,399 $286K
Symphony Financial, Ltd. Co. 0.03% Add +332.5% 4,407 $286K
L & S Advisors Inc 0.03% New 4,390 $285K
Safeguard Investment Advisory Group, LLC 0.07% Add +10.3% 4,387 $285K
American Financial Advisors, LLC 0.04% New 4,380 $285K
Haven Private, LLC 0.13% New 4,367 $284K
Beacon Bank & Trust 0.06% No change 4,366 $284K
Promethium Advisors,llc 0.16% No change 4,360 $283K
Discipline Wealth Solutions, LLC 0.07% New 4,343 $282K
Tradewinds, LLC. 0.07% New 4,335 $282K
Blue Edge Capital, LLC 0.04% Add +28.4% 4,331 $282K
Tectonic Advisors LLC 0.02% Add +0.2% 4,331 $282K
James J. Burns & Company, LLC 0.04% New 4,319 $281K
Defined Financial Planning LLC 0.23% Reduce -59.3% 4,005 $281K
North Star Investment Management Corp. 0.02% Add +51.5% 4,315 $280K
Mattern Wealth Management LLC 0.06% New 4,306 $280K
ZEGA Investments, LLC 0.06% Reduce -90.9% 4,301 $280K
Legacy Financial Strategies, LLC 0.05% New 4,297 $279K
DecisionPoint Financial, LLC 0.07% Add +17.5% 4,175 $279K
Optas, LLC 0.05% No change 4,272 $278K
OLIO Financial Planning 0.08% New 4,260 $277K
Wealth Management Nebraska 0.03% New 4,233 $275K
Armstrong Advisory Group, Inc. 0.02% No change 4,227 $275K
Rosenberg Matthew Hamilton 0.06% No change 4,191 $272K
BSW Wealth Partners 0.03% New 4,191 $272K
Pinnacle Wealth Planning Services, Inc. 0.03% New 4,190 $272K
TBH Global Asset Management, LLC 0.05% New 4,174 $271K
GatePass Capital, LLC 0.16% New 4,161 $270K
Duncan Williams Asset Management, LLC 0.08% Add +10.3% 4,148 $270K
Valley National Advisers Inc. 0.04% Reduce -6.8% 4,143 $269K
Physician Wealth Advisors, Inc. 0.04% Add +38.4% 4,125 $268K
Aspiriant, LLC 0.01% Add +0.1% 4,120 $268K
Old Mission Investment Co LLC 0.07% Reduce -6.3% 4,117 $268K
MPS Loria Financial Planners, LLC 0.07% No change 4,112 $267K
Washington Growth Strategies LLC 0.19% No change 4,111 $267K
Tobias Financial Advisors, Inc. 0.04% Reduce -25.9% 4,104 $267K
Wealthcare Capital Management LLC 0.03% New 4,104 $267K
Balance Wealth Partners LLC 0.07% Add +20.2% 4,094 $266K
Victory Financial Group, LLC 0.04% New 4,085 $266K
Trust Co. of Vermont 0.01% Add +2.2% 4,063 $264K
Channel Wealth LLC 0.07% New 4,060 $264K
CJM Wealth Advisers, Ltd. 0.08% New 4,049 $263K
Hollencrest Capital Management 0.01% Add +23.1% 4,030 $262K
Moneco Advisors, LLC 0.02% New 4,026 $262K
MBA Advisors LLC 0.11% Add +6.9% 4,024 $262K
Valmark Advisers, Inc. 0.00% New 4,018 $261K
Financial Management Network Inc. 0.04% Add +2.7% 3,661 $261K
Independent Advisor Alliance 0.01% Add +11.2% 4,013 $261K
Bernardo Wealth Planning LLC 0.05% Add +6.4% 4,007 $260K
PUREfi Wealth, LLC 0.20% New 4,000 $260K
Cottage Street Advisors LLC 0.11% No change 4,000 $260K
Franchise Capital Ltd 0.11% Add +53.4% 3,993 $260K
Keel Point, LLC 0.02% New 3,976 $258K
Obermeyer Wealth Partners 0.01% Reduce -24.0% 3,958 $257K
KCM Investment Advisors LLC 0.01% New 3,958 $257K
Meridian Wealth Advisors, LLC 0.04% New 3,955 $257K
Aft, Forsyth & Company, Inc. 0.12% New 3,945 $256K
Abundance Wealth Counselors 0.04% Add +0.2% 3,932 $256K
Diligent Investors, LLC 0.06% New 3,930 $255K
Founders Financial Alliance, LLC 0.05% New 3,915 $254K
SFE Investment Counsel 0.04% Add +2.6% 3,913 $254K
Klingenstein Fields & Co. LP 0.01% New 3,911 $254K
Stevens Capital Partners 0.08% Reduce -0.2% 3,904 $254K
Darden Wealth Group Inc 0.13% Add +14.8% 3,882 $252K
Private Wealth Asset Management, LLC 0.03% Add +236.6% 3,871 $252K
Daymark Wealth Partners, LLC 0.01% New 3,870 $252K
Well Done, LLC 0.04% New 3,864 $251K
Fiduciary Trust Co 0.00% No change 3,860 $251K
Knightsbridge Asset Management, LLC 0.04% Reduce -68.8% 3,857 $251K
IMG Wealth Management, Inc. 0.17% Add +8.1% 3,840 $250K
Fox Hill Wealth Management 0.12% Add +17.4% 3,838 $249K
Ceera Investments, LLC 0.08% No change 3,825 $249K
Fortitude Advisory Group L.L.C. 0.13% Reduce -1.3% 3,807 $247K
Westover Capital Advisors, LLC 0.05% No change 3,804 $247K
Oppenheimer & Co. Inc. 0.00% New 3,800 $247K
Gilbert Capital Group, Inc. 0.19% No change 3,772 $245K
Primoris Wealth Advisors, LLC 0.16% No change 3,772 $245K
Tyche Wealth Partners LLC 0.04% New 3,771 $245K
Cadent Capital Advisors, LLC 0.06% New 3,761 $244K
Presidio Capital Management, LLC 0.09% New 3,749 $244K
Financial Advisors Network, Inc. 0.03% Add +4.5% 3,743 $243K
Marshall Financial Group Inc. 0.07% No change 3,730 $242K
Empire Financial Management Company, LLC 0.06% No change 3,729 $242K
MinichMacGregor Wealth Management, LLC 0.05% Add +2.4% 3,729 $242K
Root Financial Partners, LLC 0.01% New 3,726 $242K
Centric Wealth Management 0.05% No change 3,875 $241K
Dixon Fnancial Services, Inc. 0.11% No change 3,704 $241K
Enzi Wealth 0.08% New 3,909 $240K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Add +4.1% 3,682 $239K
Madison Asset Management, LLC 0.00% No change 3,675 $239K
One Wealth Advisors, LLC 0.03% New 3,650 $237K
Brendel Financial Advisors LLC 0.12% New 3,646 $237K
William Howard & Co Financial Advisors Inc 0.20% New 3,638 $236K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -25.9% 3,634 $236K
VeraBank, N.A. 0.04% New 3,630 $236K
Rede Wealth, LLC 0.19% New 3,628 $236K
Eagle Bay Advisors LLC 0.19% Reduce -27.1% 3,628 $236K
Investment Advisory Group, LLC 0.06% No change 3,598 $234K
Compass Financial Services Inc 0.10% Add +2.9% 3,576 $232K
Aspire Capital Advisors LLC 0.06% New 3,572 $232K
Stock Yards Bank & Trust Co. 0.01% Add +9.0% 3,570 $232K
Powers Advisory Group, LLC 0.09% Add +4.4% 3,564 $232K
XY Planning Network, Inc. 0.08% No change 3,782 $231K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -1.1% 3,549 $231K
Keystone Financial Services 0.07% New 3,542 $230K
Terril Brothers, Inc. 0.07% No change 3,540 $230K
Winch Advisory Services, LLC 0.05% No change 3,537 $230K
Mindset Wealth Management, LLC 0.06% New 3,515 $228K
Refined Wealth Management 0.15% Add +0.7% 3,510 $228K
Wellington Shields & Co., LLC 0.06% Add +82.8% 3,502 $228K
Mechanics Financial Corp 0.09% New 3,500 $228K
Colonial Trust Co / SC 0.03% No change 3,500 $228K
Hartline Investment Corp./ 0.02% New 3,500 $228K
Private Capital Management, LLC 0.02% No change 3,500 $228K
Bramshill Investments, LLC 0.02% New 3,500 $228K
Legacy Financial Group, Inc. 0.06% New 3,497 $227K
KWB Wealth 0.03% New 3,711 $227K
Adaptive Financial Consulting, LLC 0.09% Add +0.2% 3,484 $226K
Select Asset Management & Trust 0.07% New 3,473 $226K
Signature Wealth Management Group 0.09% Reduce -0.7% 3,471 $226K
Morling Financial Advisors, LLC 0.07% New 3,461 $225K
Coastwise Capital Group, LLC 0.16% No change 3,460 $225K
DKM Wealth Management, Inc. 0.18% Reduce -5.8% 3,459 $225K
Welch & Forbes LLC 0.00% New 3,455 $225K
Leverty Financial Group, LLC 0.06% New 3,412 $222K
Pacific Sage Partners, LLC 0.04% Reduce -25.1% 3,411 $222K
Aire Advisors, LLC 0.04% Reduce -40.1% 3,400 $221K
Plante Moran Financial Advisors, LLC 0.01% Add +74.8% 3,389 $220K
ShoreHaven Wealth Partners, LLC 0.08% New 3,386 $220K
BAM Wealth Management, LLC 0.17% — 3,386 $220K
Bill Few Associates, Inc. 0.06% No change 3,375 $219K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% Reduce -1.3% 3,365 $219K
Old North State Wealth Management, LLC 0.10% New 3,360 $218K
Greenline Partners, LLC 0.03% Add +0.1% 3,351 $218K
Mann Financial Group, Inc. 0.21% — 3,340 $217K
Cathy Pareto & Associates, Inc. 0.16% New 3,333 $217K
TCI Wealth Advisors, Inc. 0.01% Add +0.1% 3,326 $216K
Fidelis Capital Partners, LLC 0.02% Reduce -35.7% 3,308 $215K
Seascape Capital Management 0.06% New 3,300 $215K
Midwest Trust Co 0.00% New 3,306 $215K
Lakewood Asset Management LLC 0.13% New 3,305 $215K
Atala Financial Inc 0.13% New 3,286 $214K
Willis Johnson & Associates, Inc. 0.01% New 3,268 $212K
Verum Partners LLC 0.05% New 3,262 $212K
Quadrant Capital Group LLC 0.01% New 3,252 $211K
Element Wealth, LLC 0.09% New 3,250 $211K
Kraft, Davis & Associates, LLC 0.05% New 2,955 $211K
Kestra Investment Management, LLC 0.01% New 3,228 $210K
Herold Advisors, Inc. 0.05% Reduce -10.7% 3,227 $210K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +187.9% 3,213 $209K
Chris Bulman Inc 0.10% New 3,211 $209K
Glenview Trust Co 0.00% New 3,200 $208K
Ellenbecker Investment Group 0.03% New 3,184 $207K
Glen Eagle Advisors, LLC 0.03% Add +32.7% 3,180 $207K
JGP Global Gestao de Recursos Ltda. 0.12% Reduce -98.4% 3,168 $206K
Twin Peaks Wealth Advisors, LLC 0.07% Reduce -4.5% 3,167 $205K
First Horizon Corp. 0.01% — 3,150 $205K
Signature Wealth Management Partners, LLC 0.11% New 3,147 $205K
TCP Asset Management, LLC 0.04% New 3,147 $205K
Hollow Brook Wealth Management LLC 0.05% New 3,138 $204K
Dearborn Partners LLC 0.01% New 3,133 $204K
Castle Wealth Management LLC 0.07% New 3,129 $203K
One Wealth Capital Management, LLC 0.09% New 3,124 $203K
Helium Advisors LLC 0.17% Reduce -46.8% 3,118 $203K
Journey Advisory Group, LLC 0.01% New 3,111 $202K
McKinley Carter Wealth Services, Inc. 0.01% New 3,109 $202K
Bank Hapoalim BM 0.03% New 3,106 $202K
Cornerstone Capital, Inc. 0.02% New 3,105 $202K
Atwood & Palmer Inc. 0.01% New 3,100 $202K
Integrity Investment Advisors, LLC 0.13% New 3,080 $200K
Whittier Trust Co. 0.00% No change 2,856 $199K
Future Financial Wealth Managment LLC 0.12% No change 3,050 $198K
Toronto Dominion Bank 0.00% No change 3,000 $195K
Bfsg, LLC 0.02% Add +78.5% 2,957 $192K
Kelleher Financial Advisors 0.05% New 2,900 $189K
Johnson Financial Group, Inc. 0.01% Add +111.7% 2,900 $189K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.2% 2,850 $185K
N.E.W. Advisory Services LLC 0.02% Reduce -20.8% 2,747 $179K
Private Wealth Management Group, LLC 0.05% Add +3.9% 2,745 $178K
Gold Investment Management Ltd. 0.06% No change 2,723 $177K
Creekmur Asset Management LLC 0.03% Add +26.1% 2,711 $176K
Capital Analysts, LLC 0.01% Add +5.9% 2,678 $174K
Lavaca Capital LLC 0.03% New 2,629 $171K
Harbour Investments, Inc. 0.00% Add +45.8% 2,629 $171K
Beaird Harris Wealth Management, LLC 0.01% Add +18.1% 2,614 $170K
Reyes Financial Architecture, Inc. 0.11% Reduce -58.9% 2,604 $169K
Steigerwald, Gordon & Koch Inc. 0.02% New 2,540 $165K
JNBA Financial Advisors 0.01% Add +1329.7% 2,502 $163K
Financial Consulate, Inc. 0.02% New 2,441 $159K
Cedar Mountain Advisors, LLC 0.03% Add +1.3% 2,377 $155K
SOA Wealth Advisors, LLC. 0.02% Add +0.8% 2,338 $152K
JPL Wealth Management, LLC 0.04% New 2,315 $150K
Gen-Wealth Partners Inc 0.05% Add +1.8% 2,310 $150K
Bernard Wealth Management Corp. 0.06% No change 2,300 $150K
Global Wealth Strategies & Associates 0.04% Add +8.3% 2,266 $147K
Lanark Financial, Inc. 0.01% Add +5.0% 2,259 $147K
Horrell Capital Management, Inc. 0.06% Add +7.2% 2,251 $146K
Barnes Dennig Private Wealth Management LLC 0.16% New 2,235 $145K
GPS Wealth Strategies Group, LLC 0.01% Add +367.9% 2,171 $141K
Fairway Wealth LLC 0.04% Add +18.6% 2,158 $140K
Game Plan Financial Advisors, LLC 0.06% Reduce -12.4% 2,127 $138K
HM Payson & Co. 0.00% Add +76.5% 2,076 $135K
Dunhill Financial, LLC 0.05% New 2,065 $134K
Cullen/Frost Bankers, Inc. 0.00% Reduce -37.5% 2,040 $133K
Bruce G. Allen Investments, LLC 0.09% No change 2,030 $132K
Wealth Preservation Advisors, LLC 0.08% Reduce -73.1% 2,023 $131K
Rockefeller Capital Management L.P. 0.00% New 1,958 $127K
Seneschal Advisors, LLC 0.09% New 1,955 $127K
Indiana Trust & Investment Management Co 0.04% Add +23.7% 1,955 $127K
Bogart Wealth, LLC 0.01% Add +26.1% 1,935 $126K
Vermillion Wealth Management, Inc. 0.03% No change 1,928 $125K
Innovative Advisory Group, LLC 0.08% Reduce -8.9% 1,853 $120K
Austin Private Wealth, LLC 0.01% Reduce -78.7% 1,837 $119K
Evolution Wealth Management Inc. 0.12% Add +8.9% 1,835 $119K
City Holding Co. 0.01% Add +44.3% 1,823 $118K
Vestor Capital, LLC 0.01% Reduce -55.4% 1,822 $118K
S.A. Mason LLC 0.05% No change 1,800 $117K
Parkside Financial Bank & Trust 0.01% Add +15.4% 1,780 $116K
Luminist Capital LLC 0.10% Add +60.3% 1,728 $115K
Jupiter Wealth Management LLC 0.05% Reduce -79.9% 1,760 $114K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,735 $113K
Guerra Advisors Inc 0.04% New 1,728 $112K
LGT Financial Advisors LLC 0.24% Reduce -29.8% 1,716 $112K
Chesapeake Asset Management LLC 0.10% Reduce -61.4% 1,706 $111K
Nemes Rush Group LLC 0.01% Add +7.5% 1,697 $110K
Measured Wealth Private Client Group, LLC 0.03% New 1,661 $108K
EMC Capital Management 0.05% Reduce -23.3% 1,643 $107K
CX Institutional 0.00% New 1,607 $104K
Fairman Group, LLC 0.08% New 1,571 $102K
Horizons Wealth Management 0.07% No change 1,553 $101K
Saranac Partners Ltd 0.02% New 1,550 $101K
Smithfield Trust Co 0.00% No change 1,506 $99K
RMG Wealth Management LLC 0.01% Add +263.6% 1,618 $99K
Orion Capital Management LLC 0.03% Reduce -0.2% 1,504 $98K
Caldwell Trust Co 0.01% New 1,500 $98K
Quent Capital, LLC 0.01% New 1,477 $96K
Bartlett & Co. Wealth Management LLC 0.00% Add +33.8% 1,465 $95K
Cornerstone National Bank & Trust Co 0.04% No change 1,355 $88K
Main Management LLC 0.01% No change 1,350 $88K
Optimum Investment Advisors 0.03% Reduce -20.2% 1,300 $85K
Burkett Financial Services, LLC 0.03% No change 1,295 $84K
Winthrop Capital Management, LLC 0.02% Add +1.6% 1,293 $84K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,290 $84K
Morgan Dempsey Capital Management LLC 0.04% Reduce -21.6% 1,285 $84K
Sound Income Strategies, LLC 0.00% Add +717.2% 1,185 $81K
Bank of New Hampshire 0.02% No change 1,182 $77K
Front Row Advisors LLC 0.03% Add +27.8% 1,150 $75K
Crewe Advisors LLC 0.01% Add +45.0% 1,148 $75K
Team Financial Group, LLC 0.03% Add +75.3% 1,117 $73K
Bangor Savings Bank 0.01% New 1,103 $72K
Stephens Consulting, LLC 0.02% Add +0.1% 1,100 $72K
Arcadia Investment Management Corp. 0.01% Add +46.7% 1,100 $72K
New England Capital Financial Advisors LLC 0.03% Reduce -2.8% 1,078 $70K
CENTRAL TRUST Co 0.00% Add +511.5% 1,064 $69K
Grove Bank & Trust 0.01% No change 1,060 $69K
Barrett & Company, Inc. 0.02% No change 1,055 $69K
Foster Dykema Cabot & Partners, LLC 0.00% New 1,053 $68K
Perkins Coie Trust Co 0.01% No change 1,045 $68K
Wolff Wiese Magana LLC 0.04% Add +49.6% 1,020 $66K
Pathway Financial Advisers, LLC 0.02% New 1,019 $66K
Toth Financial Advisory Corp. 0.01% Add +25000.0% 1,004 $65K
Islay Capital Management, LLC 0.04% New 1,000 $65K
SWAN Capital LLC 0.03% New 1,000 $65K
Luken Investment Analytics, LLC 0.03% No change 1,000 $65K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,000 $65K
Concord Wealth Partners 0.01% New 1,000 $65K
Evermay Wealth Management LLC 0.01% Reduce -13.6% 950 $62K
GoalVest Advisory LLC 0.01% Add +107.3% 941 $61K
Imprint Wealth LLC 0.19% — 908 $59K
CNB Bank 0.02% Add +502.0% 903 $59K
Berbice Capital Management LLC 0.04% Add +32.4% 900 $59K
HighMark Wealth Management LLC 0.03% Add +5.9% 900 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 900 $58K
Park Place Capital Corp 0.01% No change 891 $58K
GW&K Investment Management, LLC 0.00% No change 857 $56K
Arlington Trust Co LLC 0.01% No change 850 $55K
McIlrath & Eck, LLC 0.01% Add +21.1% 849 $55K
Jones Financial Companies LLLP 0.00% New 885 $55K
Boyd Watterson Asset Management LLC 0.02% No change 830 $54K
Graney & King, LLC 0.04% No change 812 $53K
LFA - Lugano Financial Advisors SA 0.03% Add +71.3% 805 $52K
Missouri Trust & Investment Co 0.02% New 800 $52K
Harbor Asset Planning, Inc. 0.05% No change 788 $51K
TD Capital Management LLC 0.00% No change 781 $51K
REAP Financial Group, LLC 0.01% Add +205.6% 764 $50K
Medallion Wealth Advisors, LLC 0.02% Add +9.0% 724 $47K
GHP Investment Advisors, Inc. 0.00% Add +41.1% 724 $47K
Millstone Evans Group, LLC 0.03% No change 716 $47K
WFA of San Diego, LLC 0.03% Add +27.3% 700 $46K
Bokf, NA 0.00% No change 695 $45K
Farmers & Merchants Investments Inc. 0.00% New 690 $45K
Cary Street Partners Investment Advisory LLC 0.02% Add +250.5% 652 $42K
Prestige Wealth Management Group LLC 0.01% New 649 $42K
Cloud Capital Management, LLC 0.02% New 655 $42K
American Capital Advisory, LLC 0.02% Add +16.8% 646 $42K
Smallwood Wealth Investment Management, LLC 0.02% No change 639 $42K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 634 $41K
Global Trust Asset Management, LLC 0.02% Add +530.0% 630 $41K
Vision Financial Markets LLC 0.03% No change 614 $40K
Mather Group, Llc. 0.00% New 605 $39K
Binnacle Investments Inc 0.02% No change 600 $39K
Fairscale Capital, LLC 0.03% No change 590 $38K
American National Bank & Trust 0.00% Add +253.4% 576 $37K
Davis Capital Management 0.03% — 572 $37K
Operose Advisors LLC 0.01% New 564 $37K
Signature Resources Capital Management, LLC 0.02% Add +25.6% 559 $36K
Covestor Ltd 0.02% Reduce -79.6% 531 $35K
MPWM Advisory Solutions, LLC 0.02% Reduce -1.7% 509 $33K
Highline Wealth Partners LLC 0.01% Add +150.0% 500 $33K
CoreCap Advisors, LLC 0.00% Add +17.7% 498 $32K
Accredited Wealth Management, LLC 0.02% Add +526.2% 3,225 $32K
JFS Wealth Advisors, LLC 0.00% No change 482 $31K
Hughes Financial Services, LLC 0.01% Reduce -16.2% 519 $31K
Financial Life Planners 0.02% New 480 $31K
1620 Investment Advisors, Inc. 0.02% Add +8.0% 475 $31K
Coastline Trust Co 0.00% Add +34.3% 470 $31K
Founders Capital Management 0.02% No change 469 $30K
Roble, Belko & Company, Inc 0.00% Add +77.2% 459 $30K
Natixis 0.00% Reduce -85.2% 458 $30K
Anchor Investment Management, LLC 0.00% Add +210.3% 450 $29K
Tidemark, LLC 0.01% No change 449 $29K
Financial Network Wealth Advisors LLC 0.03% No change 447 $29K
PFS Partners, LLC 0.01% Add +33.8% 432 $28K
Kilter Group LLC 0.01% Add +33.3% 400 $26K
Brown, Lisle/Cummings, Inc. 0.01% No change 400 $26K
Heritage Wealth Advisors 0.00% No change 395 $26K
Sachetta, LLC 0.01% Add +793.0% 384 $25K
Chapman Financial Group, LLC 0.02% New 382 $25K
Westend Capital Management, LLC 0.01% No change 381 $25K
Avalon Trust Co 0.00% New 375 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +1755.0% 371 $24K
Nalls Sherbakoff Group, LLC 0.02% No change 369 $24K
St. Johns Investment Management Company, LLC 0.01% No change 355 $23K
Hantz Financial Services, Inc. 0.00% Reduce -79.2% 357 $23K
First Community Trust NA 0.02% New 352 $23K
MTM Investment Management, LLC 0.01% No change 347 $23K
Scarborough Advisors, LLC 0.00% Reduce -61.9% 345 $22K
DHJJ Financial Advisors, Ltd. 0.01% Add +4.7% 336 $22K
Midwest Capital Advisors, LLC 0.01% No change 333 $22K
Provenance Wealth Advisors, LLC 0.00% No change 328 $21K
FMR LLC 0.00% No change 322 $21K
Kentucky Trust Co 0.01% New 305 $20K
Shengqi Capital (Hong Kong) Ltd 59.02% — 300 $20K
IFS Advisors, LLC 0.01% No change 260 $17K
Breakwater Investment Management 0.01% No change 253 $16K
NBT Bank, N.A. 0.00% New 65 $16K
Promus Capital, LLC 0.01% No change 250 $16K
Uniplan Investment Counsel, Inc. 0.00% Reduce -25.8% 247 $16K
Bulwark Capital Corp 0.01% No change 242 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -16.8% 242 $16K
Hartford Financial Management Inc. 0.00% No change 235 $15K
Albion Financial Group 0.00% Add +125.0% 234 $15K
Family Legacy Financial Solutions, LLC 0.01% Add +3171.4% 229 $15K
Richardson Capital Management LLC 0.01% New 227 $15K
Sittner & Nelson, LLC 0.01% Add +10.2% 227 $15K
Friedenthal Financial 0.01% No change 220 $14K
Jackson Square Capital, LLC 0.00% Reduce -74.1% 12,500 $14K
Valued Wealth Advisors LLC 0.01% No change 211 $14K
AllSquare Wealth Management LLC 0.01% Add +112.5% 204 $13K
Perritt Capital Management Inc 0.01% No change 200 $13K
Essential Partners LLC 0.00% Add +2.6% 200 $13K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 193 $13K
Morton Brown Family Wealth, LLC 0.00% Reduce -0.5% 200 $13K
Sterling Capital Management LLC 0.00% Add +2657.1% 193 $13K
New Millennium Group LLC 0.01% Add +19.9% 187 $12K
Cape Investment Advisory, Inc. 0.01% Reduce -99.2% 185 $12K
Westside Investment Management, Inc. 0.00% Add +19.4% 185 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $12K
Investment Research & Advisory Group, Inc. 0.00% No change 161 $10K
1 North Wealth Services LLC 0.00% No change 160 $10K
JDM Financial Group LLC 0.00% No change 155 $10K
Fourth Dimension Wealth, LLC 0.00% No change 150 $10K
Tradewinds Capital Management, LLC 0.00% No change 150 $10K
Ameriflex Group, Inc. 0.00% New 148 $10K
Abound Wealth Management 0.00% New 142 $9K
Crews Bank & Trust 0.00% New 135 $9K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -21.3% 126 $8K
Mb, Levis & Associates, LLC 0.00% Reduce -10.7% 125 $8K
Financial Perspectives, Inc 0.00% No change 125 $8K
Elevation Wealth Partners, LLC 0.00% No change 122 $8K
Alpine Bank Wealth Management 0.00% No change 117 $8K
CKW Financial Group 0.00% No change 110 $7K
Cedar Wealth Management, LLC 0.00% New 105 $7K
Minot DeBlois Advisors LLC 0.01% No change 100 $7K
Raelipskie Partnership 0.00% New 100 $7K
Kathleen S. Wright Associates Inc. 0.00% No change 100 $7K
Financial Gravity Asset Management, Inc. 0.00% — 100 $7K
Independence Bank of Kentucky 0.00% No change 100 $7K
GAMMA Investing LLC 0.00% No change 100 $7K
Collier Financial 0.00% — 96 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 96 $6K
Private Trust Co. NA 0.00% No change 92 $6K
Redwood Park Advisors LLC 0.00% No change 85 $6K
Clearstead Trust, LLC 0.00% No change 84 $5K
Bear Mountain Capital, Inc. 0.00% Add +1580.0% 84 $5K
Ravenstone Capital Management Inc. 0.00% No change 80 $5K
Raleigh Capital Management Inc. 0.00% No change 80 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 72 $5K
Aviso Financial Inc. 0.00% Add +13.5% 59 $4K
Roxbury Financial LLC 0.00% No change 57 $4K
TFC Financial Management, Inc. 0.00% New 57 $4K
Pension & Wealth Management Advisors, Inc. 0.00% No change 54 $4K
Northwest Capital Management Inc 0.00% No change 52 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $3K
Centerpoint Advisors, LLC 0.00% Add +7.1% 45 $3K
First PREMIER Bank 0.00% No change 50 $3K
Annandale Capital, LLC 0.00% New 3,600 $2K
Trust Co. of Toledo NA 0.00% New 29 $2K
Clarity Asset Management, Inc. 0.00% New 28 $2K
Tower Research Capital LLC (TRC) 0.00% New 23 $1K
Creative Financial Designs Inc. 0.00% New 20 $1K
Citigroup Inc. 0.00% New 19 $1K
Inlight Wealth Management, LLC 0.00% Add +12.5% 18 $1K
Chelsea Counsel Co. 0.00% New 15 $975
Duncker Streett & Co. Inc. 0.00% New 15 $975
Tanglewood Legacy Advisors, LLC 0.00% New 14 $910
Rialto Wealth Management, LLC 0.00% No change 11 $715
Berkshire Capital Holdings Inc. 0.00% No change 10 $650
Costello Asset Management, INC 0.00% No change 10 $650
Main Street Group, LTD 0.00% New 10 $650
Painted Porch Advisors LLC 0.00% Reduce -90.0% 10 $650
Robbins Farley 0.00% New 9 $585
Creative Capital Management Investments LLC 0.00% New 5 $325
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $260
Stuart Chaussee & Associates, Inc. 0.00% No change 4 $260
MCF Advisors LLC 0.00% No change 4 $260
Avion Wealth 0.00% Reduce -99.9% 1 $0

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