iShares Bitcoin Trust ETFIBITETF

13F holders, Q4 2025 (December 31)
1,667holders +38
149new positions
238sold out
6famous investors
$49.60avg. 13F price*

At the end of Q4 2025, 1,667 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 38 from Q3 2025. 149 opened new positions and 238 sold out. The largest holders were Millennium Management ($1.7B), Goldman Sachs Group Inc. ($1.0B) and Jane Street Group, LLC ($1.0B). 6 famous investors held it, including Israel Englander (1.3% of Millennium Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions149$393.1M
Exits238$1.3B

All 13F filers, Q3 2025 → Q4 2025: 76,420,275 shares bought and 128,193,281 shares sold, net −51,773,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,667 holders

Millennium Management 1.27% Add +67.3% 34,333,524 $1.7B
Goldman Sachs Group Inc. 0.15% Reduce -39.1% 20,685,044 $1.0B
Jane Street Group, LLC 1.21% Add +53.8% 20,315,780 $1.0B
Avenir Tech Ltd 88.34% Reduce -0.1% 18,287,323 $908.0M
Morgan Stanley 0.04% Add +21.5% 13,440,659 $667.3M
BlackRock, Inc. 0.01% Add +22.9% 12,771,336 $634.1M
Mubadala Investment Co PJSC 3.61% Add +45.5% 12,702,323 $630.7M
Capula Management Ltd 3.06% Reduce -0.0% 9,481,233 $470.7M
Laurore Ltd 100.00% — 8,786,279 $436.2M
Al Warda Investments RSC Ltd 100.00% Add +3.2% 8,218,712 $408.1M
Schonfeld Strategic Advisors LLC 2.03% Add +19.4% 8,100,589 $402.2M
Weiss Asset Management LP 7.00% Reduce -22.4% 7,801,983 $387.4M
Marex Group Ltd 4.11% Add +28.1% 7,648,770 $379.8M
Wells Fargo & Company 0.06% Reduce -4.5% 6,579,262 $326.7M
Galaxy Group Investments LLC 41.98% Add +21.2% 6,090,206 $302.4M
Brevan Howard Capital Management LP 5.77% Reduce -84.9% 5,548,758 $275.5M
Harvard Management Co. Inc. 12.79% Reduce -21.4% 5,353,612 $265.8M
Barclays PLC 0.11% Add +22.7% 5,286,036 $262.5M
Macquarie Group Ltd. 1.11% Add +16.4% 5,126,143 $254.5M
D. E. Shaw & Co. 0.19% Reduce -33.5% 4,699,297 $233.3M
Citadel Advisors 0.14% Add +213.7% 4,027,132 $199.9M
Susquehanna International Group, LLP 0.27% Add +70.6% 3,927,809 $195.0M
59 North Capital Management, LP 6.06% Add +50.7% 3,921,034 $194.7M
Marshall Wace, LLP 0.17% Add +109.5% 3,447,749 $171.2M
JPMorgan Chase & Co. 0.01% Reduce -42.7% 3,027,614 $150.3M
LPL Financial LLC 0.04% Add +20.2% 2,979,325 $147.9M
HRTG Gpe, LLC 14.36% Add +70.8% 2,270,327 $112.7M
Pine Ridge Advisers LLC 7.62% Add +2.0% 2,227,380 $110.6M
NEOS Investment Management LLC 0.62% Add +1372.5% 2,150,607 $106.8M
Mariner Investment Group LLC 6.68% Add +6.5% 2,146,536 $106.6M
Consolidated Portfolio Review Corp 9.19% Add +27185.5% 2,142,185 $106.4M
Farallon Capital Management, L.L.C. 0.55% Reduce -69.4% 2,137,100 $106.1M
Texas Capital Bank Wealth Management Services Inc 5.82% Add +9320.0% 2,032,648 $100.9M
Symmetry Investments LP 17.64% Reduce -83.0% 1,907,097 $94.7M
Daiwa Securities Group Inc. 0.31% New 1,895,000 $94.1M
NINE MASTS CAPITAL Ltd 21.04% New 1,889,214 $93.8M
Verition Fund Management LLC 0.52% Add +4.2% 1,856,859 $92.2M
Pinpoint Asset Management (Singapore) Pte. Ltd. 18.49% No change 1,787,571 $88.8M
IMC-Chicago, LLC 1.49% Reduce -63.3% 1,708,367 $84.8M
Copperwood Asset Management LP 100.00% — 1,678,467 $83.3M
WINTON GROUP Ltd 2.75% Add +27.3% 1,603,653 $79.6M
Graham Capital Management, L.P. 3.78% Reduce -33.1% 1,547,855 $76.9M
Private Advisor Group, LLC 0.35% Add +64.2% 1,500,578 $74.5M
Walleye Trading LLC 1.18% Add +24.1% 1,482,578 $73.6M
ParaFi Capital LP 21.76% Add +0.0% 1,475,046 $73.2M
Nearwater Capital Markets, Ltd 1.18% Add +130.8% 1,384,800 $68.8M
Verde Servicos Internacionais S.A. 21.13% Reduce -26.8% 1,327,166 $65.9M
Fortress Investment Group LLC 15.57% No change 1,325,000 $65.8M
Balyasny Asset Management L.P. 0.13% Reduce -15.8% 1,299,866 $64.5M
Betterment LLC 0.11% Add +10.1% 1,194,989 $59.3M
Cerity Partners LLC 0.08% Reduce -26.5% 1,154,677 $57.3M
Hudson Bay Capital Management LP 0.36% Reduce -52.6% 1,140,535 $56.6M
Ovata Capital Management Ltd 6.87% No change 1,142,805 $56.6M
Walleye Capital LLC 0.34% Add +142.8% 1,129,040 $56.1M
Wealthfront Advisers LLC 0.12% Add +43.6% 1,116,501 $55.4M
Cetera Investment Advisers 0.06% Add +4.4% 1,034,413 $51.4M
Cresset Asset Management, LLC 0.20% Add +22.0% 966,305 $48.0M
Mariner, LLC 0.05% Add +33.9% 927,991 $46.1M
Logan Stone Capital, LLC 11.00% Add +284.9% 898,383 $44.6M
Allen Investment Management, LLC 0.49% Add +12.7% 895,936 $44.5M
Quantitative Investment Management, LLC 4.22% New 874,627 $43.4M
Harvest Portfolios Group Inc. 0.74% Add +17.7% 859,466 $42.7M
HighTower Advisors, LLC 0.05% Reduce -4.9% 858,078 $42.6M
Horizon Kinetics Asset Management LLC 0.54% Reduce -3.6% 796,863 $39.6M
Simplify Asset Management Inc. 0.65% Add +25.0% 795,000 $39.5M
Financial Engines Advisors L.L.C. 0.07% Add +29.0% 786,166 $39.0M
DRW Securities, LLC 2.80% Reduce -80.8% 740,959 $36.8M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -1.5% 725,144 $36.0M
Engineers Gate Manager LP 0.42% Add +188.7% 721,796 $35.8M
Bank of America Corp. 0.00% Add +14.6% 719,008 $35.7M
US Bancorp \de 0.04% Add +79.7% 690,208 $34.3M
Belvedere Trading LLC 6.30% Reduce -70.3% 685,732 $34.0M
Allen Operations LLC 4.16% No change 670,200 $33.3M
Tidal Investments LLC 0.14% Reduce -30.6% 669,514 $33.2M
Corient Private Wealth LP 0.04% Add +35.1% 648,913 $32.1M
Cantor Fitzgerald, L. P. 0.92% Reduce -58.5% 624,078 $31.0M
Titan Global Capital Management USA LLC 4.41% Add +2.1% 620,804 $30.8M
Commonwealth Equity Services, LLC 0.04% Reduce -3.3% 614,300 $30.5M
Sanctuary Advisors, LLC 0.17% Add +82.8% 610,256 $30.3M
Yarbrough Capital, LLC 0.93% Add +14.6% 600,825 $29.8M
Ieq Capital, LLC 0.09% Add +82.7% 596,279 $29.6M
Acorn Financial Advisory Services Inc. 4.36% Add +5.5% 594,361 $29.5M
MML Investors Services, LLC 0.07% Add +27.6% 585,118 $29.1M
Tudor Investment Corporation 0.16% Reduce -80.4% 576,523 $28.6M
Oxler Private Wealth LLC 7.96% Add +10.4% 553,454 $27.5M
ARP Global Capital Ltd 8.28% — 552,408 $27.4M
UBS Group AG 0.01% Add +306.4% 548,614 $27.2M
Foundations Investment Advisors, LLC 0.35% Add +16.3% 544,159 $27.0M
NewEdge Wealth, LLC 0.30% Add +103.2% 543,422 $27.0M
Envestnet Asset Management Inc. 0.01% Add +29.0% 530,051 $26.3M
Trans-Canada Capital Inc. 1.51% Reduce -72.0% 528,900 $26.3M
Kaleidoscope Capital LP 10.01% Reduce -17.6% 527,752 $26.2M
PNC Financial Services Group, Inc. 0.01% Reduce -18.5% 523,235 $26.0M
Pilgrim Partners Asia Pte Ltd 12.27% Reduce -10.4% 513,300 $25.5M
Financial Sense Advisors, Inc. 5.28% Reduce -5.4% 502,413 $24.9M
Intesa Sanpaolo S.p.A. 1.51% — 470,409 $23.4M
PPSC Investment Service Corp 1.75% Add +11.3% 472,000 $23.4M
Spear Holdings RSC Ltd 4.03% New 460,600 $22.9M
PBCay One RSC Ltd 4.03% — 460,600 $22.9M
Steel Grove Capital Advisors, LLC 2.34% New 453,590 $22.5M
Creative Planning 0.02% Reduce -5.3% 451,589 $22.4M
AlTi Global, Inc. 0.46% Add +15.8% 395,755 $21.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +15.1% 406,155 $21.3M
Clear Street Group Inc. 0.11% Reduce -94.3% 428,753 $21.3M
NewEdge Advisors, LLC 0.08% Reduce -39.9% 447,004 $21.2M
Squarepoint Ops LLC 0.04% Reduce -54.4% 424,963 $21.1M
Bleakley Financial Group, LLC 0.36% Add +13.8% 422,164 $21.0M
GM Advisory Group, LLC 0.80% Add +17.2% 412,965 $20.5M
Lido Advisors, LLC 0.08% Add +36.8% 347,172 $20.2M
Cwm, LLC 0.05% Add +2.8% 402,283 $20.0M
Cibc World Market Inc. 0.04% Add +4.7% 399,494 $19.8M
Lakewood Capital Management, LP 1.38% No change 398,510 $19.8M
Parkwood LLC 1.66% Add +33.1% 394,000 $19.6M
Marcho Partners LLP 11.74% Reduce -6.0% 389,550 $19.3M
Rising Stella Capital Pte. Ltd 9.10% — 389,145 $19.3M
Scotia Capital Inc. 0.08% Add +49.4% 389,048 $19.3M
Encompass More Asset Management 3.57% Reduce -0.4% 387,975 $19.3M
Osaic Holdings, Inc. 0.03% Add +85.6% 385,544 $19.1M
Diversify Advisory Services, LLC 0.60% Add +2615.5% 350,570 $19.0M
GenTrust, LLC 0.80% Add +1.4% 373,253 $18.5M
Jain Global LLC 0.18% Reduce -82.7% 359,744 $17.9M
Gateway Investment Advisers LLC 0.16% Add +1.2% 357,184 $17.7M
Strong Tower Advisory Services 3.16% Add +23.7% 355,730 $17.7M
Virtu Financial LLC 0.67% Add +107.3% 349,278 $17.3M
Sovran Advisors, LLC 1.47% Reduce -1.0% 320,559 $17.3M
Ritholtz Wealth Management 0.32% Add +1169.4% 347,702 $17.3M
All-Stars Investment Ltd 6.33% No change 341,000 $16.9M
Moneta Group Investment Advisors LLC 0.13% Add +23.7% 336,947 $16.7M
Captrust Financial Advisors 0.03% Reduce -51.6% 334,673 $16.6M
Focus Partners Wealth 0.02% Add +278.8% 690,413 $16.3M
Lalia Capital, LLC 12.73% — 327,400 $16.3M
Zhang Financial LLC 0.61% Add +5.8% 327,153 $16.2M
Aequim Alternative Investments LP 8.17% Add +30.0% 325,000 $16.1M
Fiduciary Alliance LLC 1.04% Reduce -6.0% 321,312 $16.0M
Aristides Capital LLC 5.53% Reduce -17.2% 320,713 $15.9M
Longitude (Cayman) Ltd. 13.50% — 314,000 $15.6M
Magnus Financial Group LLC 1.17% Reduce -11.5% 307,817 $15.3M
Mercer Global Advisors Inc. 0.02% Add +222.0% 304,234 $15.1M
Sjbenen Advisory, LLC 15.44% — 299,800 $14.9M
BigSur Wealth Management LLC 3.57% Add +13.4% 296,478 $14.7M
Ardmore Road Asset Management LP 1.05% Reduce -30.2% 279,219 $13.9M
Quattro Financial Advisors LLC 4.04% Add +20.5% 272,865 $13.5M
Kestra Advisory Services, LLC 0.06% Add +25.8% 270,565 $13.4M
Summit Financial, LLC 0.19% Reduce -24.3% 264,580 $13.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +1210.1% 260,649 $12.9M
Global Retirement Partners, LLC 0.23% Reduce -4.4% 258,804 $12.8M
Mint Tower Capital Management B.V. 3.92% Reduce -90.5% 251,400 $12.5M
IvyRock Asset Management (HK) Ltd 6.52% Reduce -38.6% 248,900 $12.4M
Sara-Bay Financial 3.69% Add +23.2% 247,896 $12.4M
Avestar Capital, LLC 0.83% Add +158.6% 241,928 $12.0M
Farringdon Capital, Ltd. 2.89% Add +49.0% 237,210 $11.8M
Proficio Capital Partners LLC 0.82% Reduce -38.2% 235,954 $11.7M
Assetmark, Inc. 0.02% Add +479.9% 234,645 $11.7M
Claar Advisors LLC 3.38% Add +0.3% 233,121 $11.6M
Insigneo Advisory Services, LLC 0.82% Reduce -13.5% 230,203 $11.4M
National Philanthropic Trust 0.11% Add +36.6% 229,449 $11.4M
Janus Henderson Group PLC 0.01% Add +58.1% 228,069 $11.3M
Procyon Advisors, LLC 0.56% Add +920.1% 227,604 $11.3M
Syon Capital LLC 0.56% Reduce -23.9% 227,602 $11.3M
Axxcess Wealth Management, LLC 0.20% Add +56.5% 222,973 $11.1M
KADENSA CAPITAL Ltd 1.13% Add +20.1% 219,599 $10.9M
Old National Bancorp 0.18% Add +1117.1% 219,085 $10.9M
NTV Asset Management LLC 1.13% Reduce -7.8% 214,261 $10.6M
Addison Capital Co 2.64% Add +2.6% 212,727 $10.6M
Brown University 7.40% No change 212,500 $10.6M
CIBC Private Wealth Group LLC 0.02% Add +72.5% 211,113 $10.5M
SkyBridge Capital II, LLC 61.60% Reduce -0.8% 209,599 $10.4M
Pekin Hardy Strauss, Inc. 0.96% Reduce -7.9% 208,951 $10.4M
Matauro, LLC 1.56% Add +49.4% 208,593 $10.4M
Atomic Invest LLC 5.79% — 206,541 $10.3M
Simplex Trading, LLC 0.28% Reduce -86.7% 202,920 $10.1M
Trustees of Dartmouth College 2.54% New 201,531 $10.0M
Polar Asset Management Partners Inc. 0.26% Reduce -24.8% 200,720 $10.0M
Verde Capital Management 2.10% Add +20.9% 198,103 $9.8M
Texas Treasury Safekeeping Trust Co. 1.28% New 197,844 $9.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +45.9% 197,100 $9.8M
Kamunting Street Capital Management, L.P. 6.61% Add +25.8% 195,181 $9.7M
Beacon Pointe Advisors, LLC 0.07% Add +204.0% 193,864 $9.6M
Equitable Holdings, Inc. 0.07% Add +15.0% 192,780 $9.6M
Proathlete Wealth Management LLC 2.61% Add +20.3% 192,217 $9.6M
Savvy Advisors, Inc. 0.31% Add +26.7% 192,203 $9.5M
Proem Advisors LLC 3.20% New 190,000 $9.4M
Trek Financial, LLC 0.55% Add +8.8% 189,965 $9.4M
Alamea Verwaltungs GmbH 6.36% No change 144,892 $9.4M
Sapient Capital LLC 0.13% Add +2.7% 187,213 $9.3M
Mutual Advisors, LLC 0.20% Add +5.8% 186,429 $9.3M
Farther Finance Advisors, LLC 0.10% Add +16.6% 185,171 $9.2M
Corecam Pte. Ltd. 4.77% Add +16.9% 181,150 $9.0M
TLT Family Holdco ULC 0.98% No change 180,000 $8.9M
Main Street Research LLC 0.51% Reduce -5.9% 179,540 $8.9M
Compass Ion Advisors, LLC 0.84% Add +3.0% 177,083 $8.8M
Bayshore Capital Advisors, LLC 4.24% — 170,984 $8.5M
Old Mission Capital LLC 0.32% New 166,834 $8.3M
Lifeworks Advisors, LLC 1.07% Add +3.1% 166,291 $8.3M
Signature Estate & Investment Advisors LLC 0.16% Add +2324.2% 161,478 $8.0M
Bienville Capital Management, LLC 1.24% Reduce -13.5% 157,216 $7.8M
Garde Capital, Inc. 0.46% Add +69.6% 157,146 $7.8M
IHT Wealth Management, LLC 0.19% Add +9.9% 156,061 $7.7M
Brookstone Capital Management 0.09% Reduce -13.2% 155,708 $7.7M
Jaffetilchin Investment Partners, LLC 0.45% Add +1.9% 154,866 $7.7M
Kingsview Wealth Management, LLC 0.11% Add +20.5% 154,821 $7.7M
Signal Advisors Wealth, LLC 0.61% Add +10.7% 153,817 $7.6M
VCI Wealth Management LLC 2.10% Add +16.7% 152,033 $7.5M
Evolution Wealth Advisors, LLC 0.74% Reduce -16.1% 148,686 $7.4M
Advisory Services Network, LLC 0.10% Reduce -20.1% 145,909 $7.2M
PEAK6 LLC 0.20% Add +97.3% 145,262 $7.2M
Qube Research & Technologies Ltd 0.01% Add +723.3% 144,812 $7.2M
J. Safra Sarasin Holding AG 0.12% Add +33.1% 143,515 $7.1M
T3 Companies, LLC 9.23% — 143,335 $7.1M
First Trust Advisors LP 0.01% Add +6.1% 141,797 $7.0M
Kingswood Wealth Advisors, LLC 0.33% Add +32.7% 138,763 $6.9M
Estate Planners Group, LLC 2.95% — 136,974 $6.8M
Maripau Wealth Management LLC 3.10% Add +11.6% 135,909 $6.7M
Cranbrook Wealth Management, LLC 1.32% Add +51.6% 135,213 $6.7M
Vienna Asset Management LLC 3.80% Add +39.5% 135,049 $6.7M
Silverleafe Capital Partners, LLC 1.97% Add +6.3% 133,413 $6.6M
Paragon Advisors, LLC 1.79% Reduce -73.0% 133,016 $6.6M
Heirloom Wealth Management 1.49% Add +6.1% 130,153 $6.5M
Concentrum Wealth Management 1.76% Reduce -4.9% 127,275 $6.3M
Truvestments Capital LLC 1.14% Add +18.2% 126,606 $6.3M
Benson Wealth Management INC 6.92% — 125,223 $6.2M
Wealthspire Advisors, LLC 0.05% Add +3.1% 125,102 $6.2M
Perigon Wealth Management, LLC 0.11% Add +76.6% 123,898 $6.2M
Evercore Wealth Management, LLC 0.09% Add +309.7% 122,252 $6.1M
Arkadios Wealth Advisors 0.12% Reduce -40.4% 121,774 $6.0M
Evoke Wealth, LLC 0.12% Add +18.3% 120,811 $6.0M
Wesbanco Bank Inc. 0.16% Add +6.9% 119,715 $5.9M
Pettinga Financial Advisors LLC 1.13% Reduce -4.5% 119,627 $5.9M
Visionary Wealth Advisors 0.27% Add +6.3% 119,626 $5.9M
AE Wealth Management LLC 0.03% Add +12.0% 119,531 $5.9M
Maytree Asset Management Ltd 4.40% Reduce -8.9% 119,495 $5.9M
Modus Advisors, LLC 1.54% Add +99.0% 117,516 $5.8M
Titleist Asset Management, LLC 0.47% Add +23.0% 117,317 $5.8M
Cercano Management LLC 0.22% No change 117,140 $5.8M
HRT Financial LP 0.02% Add +352.6% 116,873 $5.8M
Pathstone Holdings, LLC 0.02% Reduce -34.5% 116,551 $5.8M
Bank of New York Mellon Corp 0.00% Reduce -2.2% 116,210 $5.8M
MAI Capital Management 0.03% Add +39.5% 112,922 $5.6M
Atria Investments, Inc 0.06% Add +89.4% 112,671 $5.6M
Upper Left Wealth Management, LLC 3.39% Add +17.1% 112,108 $5.6M
VestGen Advisors, LLC 0.24% Reduce -6.8% 111,920 $5.6M
Rakuten Group, Inc. 0.24% No change 109,918 $5.5M
Family Manage LLC 0.69% Add +16.9% 109,481 $5.4M
Epiq Partners, LLC 2.58% Add +2.9% 108,005 $5.4M
Compound Planning, Inc. 0.16% Add +21.9% 107,727 $5.3M
Fifth Third Bancorp 0.02% Add +4.9% 107,347 $5.3M
Mgo One Seven LLC 0.11% Add +16.2% 106,443 $5.3M
IPG Investment Advisors LLC 0.93% Add +17.7% 106,359 $5.3M
Integrated Wealth Concepts LLC 0.06% Reduce -41.9% 104,886 $5.2M
IFP Advisors, Inc 0.12% Add +203.8% 103,973 $5.2M
Mission Wealth Management, LP 0.10% Add +37.7% 102,934 $5.1M
Vontobel Holding Ltd. 0.02% Add +8.9% 102,350 $5.1M
BBR Partners, LLC 0.27% Add +50.2% 102,136 $5.1M
Dynamic Advisor Solutions LLC 0.16% Add +147.1% 101,623 $5.0M
FFG Partners, LLC 1.46% Reduce -44.5% 101,325 $5.0M
Cobblestone Asset Management LLC 2.21% Add +4.0% 99,332 $4.9M
EFG International AG 0.09% — 98,421 $4.9M
CWA Asset Management Group, LLC 0.18% Add +0.4% 98,346 $4.9M
Forte Asset Management LLC 2.21% Add +70.2% 97,923 $4.9M
New Capital Management LP 1.22% Add +2.0% 97,732 $4.9M
Audent Global Asset Management, LLC 3.05% Add +11.7% 96,993 $4.8M
Bulltick Wealth Management, LLC 1.01% Add +77.8% 96,135 $4.8M
MSA Advisors, LLC 1.19% New 95,670 $4.8M
Centaurus Financial, Inc. 0.22% Add +25.1% 95,615 $4.7M
EP Wealth Advisors, LLC 0.02% — 95,427 $4.7M
Truist Financial Corp. 0.01% Add +85.5% 93,594 $4.6M
Parallax Volatility Advisers, L.P. 0.16% Add +66.2% 93,057 $4.6M
Activest Wealth Management 0.86% Add +44.2% 92,781 $4.6M
X-Square Capital, LLC 1.51% Reduce -31.2% 92,645 $4.6M
Kestra Private Wealth Services, LLC 0.06% Add +73.1% 91,907 $4.6M
Stratos Wealth Advisors, LLC 0.22% Reduce -1.8% 91,475 $4.5M
Marathon Trading Investment Management LLC 0.54% Reduce -4.3% 90,900 $4.5M
Bellecapital International Ltd. 0.80% Add +20.3% 90,489 $4.5M
Neuberger Berman Group LLC 0.00% Add +63.5% 90,064 $4.5M
Transcend Capital Advisors, LLC 0.35% Reduce -11.7% 90,062 $4.5M
United Capital Financial Advisors, LLC 0.03% Add +213.8% 89,684 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -9.7% 89,271 $4.4M
Concurrent Investment Advisors, LLC 0.05% Add +53.7% 88,914 $4.4M
Vise Technologies, Inc. 0.09% Add +93.0% 88,717 $4.4M
Brown Advisory Inc. 0.01% Reduce -9.0% 88,557 $4.4M
Rathbones Group PLC 0.02% Add +1250.8% 88,399 $4.4M
Tactive Advisors, LLC 1.28% Reduce -31.9% 87,761 $4.4M
Sepio Capital, LP 0.24% Add +91.8% 87,610 $4.3M
Bosman Wealth Management, LLC 3.52% Reduce -16.8% 86,337 $4.3M
Requisite Capital Management, LLC 0.80% Reduce -19.1% 85,353 $4.2M
SIH Partners, LLLP 0.24% Reduce -77.7% 84,509 $4.2M
Centurion Wealth Management LLC 0.91% Add +2.0% 83,134 $4.1M
Bridger Management, LLC 2.65% Reduce -19.8% 83,119 $4.1M
Valeo Financial Advisors, LLC 0.09% Add +111.1% 82,379 $4.1M
Clark Capital Management Group, Inc. 0.03% New 82,074 $4.1M
Red Door Wealth Management, LLC 0.42% Reduce -6.0% 81,751 $4.1M
Financial Enhancement Group LLC 0.53% Add +3.2% 78,972 $4.0M
Wit, LLC 0.08% New 80,970 $4.0M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.6% 80,123 $4.0M
Sassicaia Capital Advisers LLC 8.70% Add +90.5% 80,000 $4.0M
Wealthcare Advisory Partners LLC 0.08% Add +28.7% 79,373 $3.9M
Pure Portfolios Holdings LLC 1.18% Add +8.6% 78,832 $3.9M
Mill Creek Capital Advisors, LLC 0.08% Reduce -5.1% 78,586 $3.9M
Dakota Wealth Management 0.07% Add +14.2% 78,490 $3.9M
Gerber Kawasaki Wealth & Investment Management 0.13% Add +13.5% 77,416 $3.8M
W.G. Shaheen & Associates DBA Whitney & Co 0.31% Add +10.4% 77,403 $3.8M
HB Wealth Management, LLC 0.02% Add +16.2% 76,314 $3.8M
Foundation Wealth Management, LLC 2.60% Reduce -18.6% 75,629 $3.8M
Bull Oak Capital, LLC 1.53% Add +8.3% 75,402 $3.7M
Park Avenue Securities LLC 0.03% Reduce -23.9% 75,351 $3.7M
Step Capital Management Pte. Ltd. 1.97% — 75,000 $3.7M
World Investment Advisors 0.06% Add +95.2% 74,585 $3.7M
Keebeck Wealth Management 0.42% Add +9.7% 74,165 $3.7M
Merit Financial Group, LLC 0.03% Add +1.1% 74,016 $3.7M
Catalyst Funds Management Pty Ltd 0.85% No change 73,990 $3.7M
Sageworth Trust Co 0.16% Add +33.1% 73,247 $3.6M
High Note Wealth, LLC 0.71% Add +2.2% 73,141 $3.6M
Freestone Capital Holdings, LLC 0.11% Add +23.9% 72,733 $3.6M
Total Investment Management Inc. 0.46% Reduce -21.7% 72,318 $3.6M
Cavalier Investments, LLC 1.11% Add +47.3% 72,190 $3.6M
QTR Family Wealth, LLC 1.58% Reduce -2.9% 91,974 $3.6M
Aptus Capital Advisors, LLC 0.03% Add +231.0% 71,949 $3.6M
Waterloo Capital, L.P. 0.26% Add +9.8% 71,928 $3.6M
Secure Asset Management, LLC 0.56% Add +5.5% 71,785 $3.6M
Howard Capital Management, LLC 0.05% New 71,288 $3.5M
Pennington Partners & Co., LLC 1.41% Add +100.9% 71,059 $3.5M
Waverly Advisors, LLC 0.03% Add +69.9% 70,478 $3.5M
Blue Sky Capital Consultants Group, Inc. 1.53% Add +75.3% 70,475 $3.5M
Simplicity Wealth,LLC 0.21% Reduce -20.7% 69,272 $3.4M
Capital Wealth Alliance, LLC 1.47% Add +19.1% 85,695 $3.4M
Sequoia Financial Advisors, LLC 0.02% Add +27.7% 69,191 $3.4M
Corecam AG 3.42% — 68,550 $3.4M
Matrix Private Capital Group LLC 1.72% Add +27.4% 68,173 $3.4M
Sivia Capital Partners, LLC 0.68% Add +253.8% 67,871 $3.4M
Coatue Management 0.01% Reduce -49.3% 67,226 $3.3M
Quantinno Capital Management LP 0.01% Add +4.3% 66,976 $3.3M
Moors & Cabot, Inc. 0.14% Add +5.2% 66,601 $3.3M
Element Pointe Advisors, LLC 0.64% Add +6.4% 66,203 $3.3M
Brown Wealth Management, LLC 0.86% Add +4.4% 66,075 $3.3M
Royal Bank of Canada 0.00% Reduce -95.5% 65,529 $3.3M
Clearstead Advisors, LLC 0.04% Add +50.0% 65,417 $3.2M
Udine Wealth Management, Inc. 1.52% Add +5.9% 64,758 $3.2M
Evergreen Capital Management LLC 0.07% Add +93.3% 64,392 $3.2M
Convergence Financial, LLC 0.46% Add +23.9% 63,577 $3.2M
Kingstone Capital Partners Texas, LLC 1.84% Reduce -2.1% 63,567 $3.2M
Fairbanks Capital Management, Inc. 1.74% Reduce -0.1% 63,433 $3.1M
Fig Financial Advisory Services Inc. 1.98% Add +39.1% 63,032 $3.1M
EverSource Wealth Advisors, LLC 0.11% Add +19.3% 62,525 $3.1M
Titiun Yejiel 3.82% — 62,500 $3.1M
Raymond James Financial Inc. 0.00% Add +99.2% 62,426 $3.1M
Affinity Wealth LLC 2.12% Add +27.8% 62,328 $3.1M
Telligent Fund, LP 3.42% No change 62,000 $3.1M
AlphaStar Capital Management, LLC 0.22% Add +73.6% 61,707 $3.1M
Ausdal Financial Partners, Inc. 0.14% Reduce -62.9% 61,577 $3.1M
Kirtland Hills Capital Management, LLC 1.07% Add +39.4% 61,425 $3.0M
Regent Peak Wealth Advisors LLC 0.60% Add +547.2% 61,112 $3.0M
Nkcfo LLC 0.88% Add +84.8% 61,000 $3.0M
Apeiron RIA LLC 0.61% Add +59.8% 66,445 $3.0M
Compagnie Lombard Odier SCmA 0.03% Reduce -22.1% 60,028 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Add +64.5% 59,999 $3.0M
Northern Trust Corp. 0.00% Add +183.1% 59,414 $2.9M
Salem Investment Counselors Inc. 0.08% Add +0.7% 58,856 $2.9M
Baring Financial LLC 1.78% Reduce -3.8% 58,826 $2.9M
Traphagen Investment Advisors LLC 0.24% Add +10.1% 58,608 $2.9M
M Holdings Securities, Inc. 0.21% New 58,555 $2.9M
Alpha Zero LLC 1.59% Add +10.2% 58,459 $2.9M
Permian Investment Partners, LP 0.33% Reduce -57.4% 58,407 $2.9M
Stelac Advisory Services LLC 1.01% Add +6.8% 57,815 $2.9M
Basso Capital Management, L.P. 1.71% Reduce -0.7% 57,685 $2.9M
Meitav Investment House Ltd. 0.03% Add +23.7% 57,384 $2.8M
K2 Principal Fund, L.P. 1.07% Reduce -24.7% 57,322 $2.8M
Ursa Fund Management, LLC 0.24% Add +4.0% 57,200 $2.8M
Great Point Wealth Advisors, LLC 0.52% New 57,041 $2.8M
JTC Employer Solutions Trustee Ltd 0.19% Reduce -86.4% 56,616 $2.8M
Finer Wealth Management, Inc. 1.36% Add +26.4% 56,426 $2.8M
SCS Capital Management LLC 0.03% Reduce -55.9% 56,317 $2.8M
Phraction Management LLC 0.78% Add +11.2% 55,600 $2.8M
Citizens Financial Group Inc. 0.04% Add +54.5% 55,302 $2.7M
Pallas Capital Advisors LLC 0.09% Add +405.9% 55,221 $2.7M
Integral Investment Advisors, Inc. 0.68% Reduce -1.3% 54,974 $2.7M
NavPoint Financial, Inc. 1.16% Add +1010.8% 54,728 $2.7M
Chicago Partners Investment Group LLC 0.07% Add +51.5% 53,568 $2.7M
LFG Wealth Partners, LLC 1.73% — 54,599 $2.7M
Militia Capital Partners, LP 1.02% Reduce -36.7% 54,590 $2.7M
Avidian Wealth Enterprises, LLC 0.10% Add +12.9% 54,562 $2.7M
Panoramic Investment Advisors, LLC 1.46% Add +0.2% 54,173 $2.7M
Legacy Capital Wealth Management, LLC 1.62% — 53,930 $2.7M
Choreo, LLC 0.03% Add +2.5% 53,624 $2.7M
Baker Avenue Asset Management, LP 0.06% Add +1.9% 53,724 $2.7M
Orion Porfolio Solutions, LLC 0.02% Add +39.6% 53,722 $2.7M
Aprio Wealth Management, LLC 0.15% Reduce -14.4% 53,195 $2.6M
Curi Capital, LLC 0.05% Add +19.0% 53,031 $2.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +4.4% 52,926 $2.6M
Genesee Capital Advisors, LLC 1.05% Add +10.4% 52,746 $2.6M
Massar Capital Management, LP 0.51% Reduce -59.0% 52,696 $2.6M
CreativeOne Wealth, LLC 0.06% Add +36.2% 52,244 $2.6M
Q Fund Management (Hong Kong) Ltd 2.42% Reduce -82.1% 52,000 $2.6M
Empower Advisory Group, LLC 0.01% Add +16.2% 51,581 $2.6M
Prelude Capital Management, LLC 0.19% Reduce -76.5% 50,903 $2.5M
Wedmont Private Capital 0.09% Add +66.5% 48,912 $2.5M
Wakefield Asset Management LLLP 0.68% Add +27.5% 50,628 $2.5M
Palumbo Wealth Management LLC 0.62% Reduce -64.4% 50,616 $2.5M
Wolverine Asset Management LLC 0.15% Reduce -90.9% 50,350 $2.5M
NFSG Corp 0.39% Reduce -23.1% 50,348 $2.5M
Cornerstone Advisory, LLC 0.24% Add +36.3% 49,835 $2.5M
Allworth Financial LP 0.01% Add +19.6% 49,242 $2.4M
Parallel Advisors, LLC 0.04% Add +16.7% 49,240 $2.4M
Rothschild Investment LLC 0.13% Reduce -0.1% 49,196 $2.4M
Gem Investment Advisors, LLC 2.31% — 49,157 $2.4M
Transcendent Capital Group LLC 1.10% Add +2.4% 48,874 $2.4M
Csenge Advisory Group 0.11% Add +36.9% 47,788 $2.4M
Lauer Wealth, LLC 1.79% Add +57.3% 45,896 $2.4M
Hippocratic Financial Advisors, LLC 1.07% Add +26.4% 46,749 $2.3M
GFS Advisors, LLC 0.27% Add +29.1% 46,414 $2.3M
Fortress Private Ledger, LLC 0.76% Reduce -9.4% 46,362 $2.3M
Friday Financial 0.81% Add +165.0% 46,014 $2.3M
Advisortrust Partners, LLC 1.00% — 45,999 $2.3M
California First Leasing Corp. 0.73% No change 45,000 $2.2M
Marathon Asset Management LP 3.47% Add +88.0% 47,000 $2.2M
KM Capital Management Ltd. 1.14% Add +29.2% 44,835 $2.2M
Great Valley Advisor Group, Inc. 0.04% Add +18.7% 44,739 $2.2M
Rye Brook Capital LLC 2.07% Add +6.4% 44,700 $2.2M
Purpose Unlimited Inc. 0.10% — 44,625 $2.2M
Pine Valley Investments Ltd Liability Co 0.11% Add +3.3% 44,545 $2.2M
Wedbush Securities Inc. 0.06% Add +14.0% 44,113 $2.2M
Jackson Hole Capital Partners, LLC 0.37% Add +0.6% 44,079 $2.2M
Ewing Morris & Co. Investment Partners Ltd. 0.95% Reduce -6.1% 43,235 $2.2M
J.W. Cole Advisors, Inc. 0.05% Reduce -3.1% 48,455 $2.2M
Larson Financial Group LLC 0.07% Add +17.9% 43,525 $2.2M
Compass Financial Group, Inc. (Ohio) 1.57% — 43,289 $2.1M
Arax Advisory Partners 0.06% Add +30.4% 43,319 $2.1M
Savant Capital, LLC 0.01% Add +9.4% 43,208 $2.1M
MBL Wealth, LLC 0.17% Add +13.5% 43,161 $2.1M
Maridea Wealth Management LLC 0.32% Reduce -47.0% 43,009 $2.1M
Pursue Wealth Partners LLC 1.04% Add +61.8% 42,957 $2.1M
Riversedge Advisors, LLC 0.35% Reduce -18.9% 42,951 $2.1M
Gradient Investments LLC 0.03% Add +4.5% 42,858 $2.1M
Montz Harcus Wealth Management LLC 0.86% Add +14.4% 42,831 $2.1M
OneDigital Investment Advisors LLC 0.02% Add +26.3% 42,726 $2.1M
Avior Wealth Management, LLC 0.07% Add +30.0% 42,566 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% New 42,557 $2.1M
Unique Wealth, LLC 0.29% Add +127.4% 42,315 $2.1M
Heritage Family Offices, LLP 0.95% Add +51.1% 42,252 $2.1M
Investment Partners, LTD. 0.73% Add +0.6% 42,162 $2.1M
Kathmere Capital Management, LLC 0.14% Add +856.8% 42,136 $2.1M
Kercheville Advisors, LLC 0.54% Add +141.8% 40,745 $2.1M
Jump Financial, LLC 0.03% Reduce -63.6% 41,507 $2.1M
WMG Financial Advisors, LLC 0.85% Add +82.4% 41,431 $2.1M
GR Financial Group, LLC 0.46% Add +16.5% 41,368 $2.1M
Andina Capital Management, LLC 1.24% Add +29.5% 41,314 $2.1M
Simon Quick Advisors, LLC 0.09% Add +10.9% 40,970 $2.0M
Kapstone Financial Advisors LLC 1.01% New 40,965 $2.0M
Integrated Advisors Network LLC 0.09% Reduce -31.0% 40,950 $2.0M
Broussard Financial Group LLC 1.65% — 40,890 $2.0M
Tsfg, LLC 0.30% Add +19.4% 40,863 $2.0M
Bison Wealth, LLC 0.23% Add +74.4% 50,746 $2.0M
DDD Partners, LLC 0.13% Add +2.5% 40,622 $2.0M
Bullish 0.73% — 40,000 $2.0M
ION Fund Management Ltd 0.25% — 40,000 $2.0M
Sagace Wealth Management LLC 1.35% Add +5.2% 39,864 $2.0M
Vista Investment Partners Ii, LLC 0.84% Add +59.3% 39,154 $1.9M
Gladstone Institutional Advisory LLC 0.07% Add +22.6% 39,127 $1.9M
Independent Financial Group, LLC 0.04% Reduce -18.1% 39,054 $1.9M
Quinn Opportunity Partners LLC 0.08% Reduce -48.0% 39,000 $1.9M
HCR Wealth Advisors 0.19% Add +8.6% 38,930 $1.9M
Akuna Securities LLC 0.75% Reduce -57.2% 38,926 $1.9M
Commerce Bank 0.01% Add +8.3% 38,816 $1.9M
RFG Advisory, LLC 0.04% Add +5.0% 38,811 $1.9M
Impact Partnership Wealth, LLC 0.25% Add +13.8% 38,680 $1.9M
Avid Wealth Partners LLC 0.94% Add +23.0% 38,672 $1.9M
Evergreen Quality Fund GP, Ltd. 0.04% No change 38,322 $1.9M
Altura Wealth Advisors Inc. 0.82% Add +29.7% 38,177 $1.9M
Fort Point Capital Partners LLC 0.23% Add +10.9% 35,051 $1.9M
SteelPeak Wealth, LLC 0.06% Add +30.8% 38,050 $1.9M
Strategic Wealth Partners, Ltd. 0.13% Add +5.7% 37,992 $1.9M
Smith, Moore & Co. 0.14% Add +25.8% 37,788 $1.9M
Financial Futures Ltd Liability Co. 0.86% Add +14.2% 37,527 $1.9M
Pachira Investments Inc. 0.91% Add +8.6% 37,493 $1.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.36% No change 37,476 $1.9M
Systelligence, LLC 0.35% New 37,355 $1.9M
Arete Wealth Advisors, LLC 0.13% Reduce -35.0% 37,179 $1.8M
Belpointe Asset Management LLC 0.07% Reduce -33.6% 36,855 $1.8M
Guggenheim Capital LLC 0.01% Add +1.3% 36,753 $1.8M
Elevate Capital Advisors, LLC 1.21% Add +46.9% 36,749 $1.8M
Lansing Street Advisors 0.47% Reduce -63.6% 36,746 $1.8M
Rik Saylor Financial, Inc. 1.33% Reduce -11.3% 36,595 $1.8M
Oxford Financial Group, LTD. LLC 0.10% Add +86.2% 36,526 $1.8M
Sterling Investment Advisors, Ltd. 0.33% Reduce -2.3% 36,386 $1.8M
ARS Investment Partners, LLC 0.11% Add +18.1% 36,265 $1.8M
Calamos Wealth Management LLC 0.06% Reduce -26.4% 36,236 $1.8M
Integrity Alliance, Llc. 0.07% Add +46.4% 36,185 $1.8M
Walser Wealth Management Company, A Ltd Liability Co 0.94% — 36,045 $1.8M
Cary Street Partners Financial LLC 0.04% Reduce -0.7% 35,325 $1.8M
HHLR Advisors, LTD. 0.06% New 35,300 $1.8M
Amtrust Financial Services, Inc. 0.55% No change 35,000 $1.7M
J. Goldman & Co LP 0.07% Add +94.4% 35,000 $1.7M
True North Advisors, LLC 0.22% Reduce -17.9% 34,890 $1.7M
SeaCrest Wealth Management, LLC 0.17% Reduce -0.6% 33,366 $1.7M
HGC Investment Management Inc. 0.37% Reduce -19.4% 34,606 $1.7M
Capricorn Fund Managers Ltd 0.41% Add +25.9% 34,601 $1.7M
Powell Investment Advisors, LLC 0.59% Add +69.5% 34,524 $1.7M
Sage Mountain Advisors LLC 0.09% Add +2.3% 34,288 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Add +15.2% 34,020 $1.7M
Prospect Financial Services LLC 0.97% Add +8.5% 33,980 $1.7M
Independent Family Office, LLC 0.70% Add +5.6% 32,850 $1.7M
Cohen & Steers, Inc. 0.00% New 33,600 $1.7M
Atlatl Advisers LLC 0.64% Reduce -88.0% 33,446 $1.7M
WESCAP Management Group, Inc. 0.34% Add +0.7% 33,429 $1.7M
Arbor Wealth Management LLC\AZ 1.29% — 33,421 $1.7M
Argos Wealth Advisors, LLC 0.45% — 33,413 $1.7M
Mustico Financial Group, Inc. 1.28% Add +6.6% 32,448 $1.7M
Jefferies Financial Group Inc. 0.01% Reduce -67.2% 33,381 $1.7M
WealthShield Partners, LLC 0.18% Reduce -9.1% 33,290 $1.7M
PFG Investments, LLC 0.08% Add +18.9% 33,172 $1.6M
Fonville Wealth Management LLC 0.33% Add +20.9% 32,964 $1.6M
Daviman Financial, LLC 0.96% — 32,963 $1.6M
Columbus Macro, LLC 0.18% Add +77.0% 32,830 $1.6M
Pinnacle Financial Partners, Inc. 0.01% — 32,566 $1.6M
All Terrain Financial Advisors, LLC 0.50% Add +11.7% 32,483 $1.6M
Core Wealth Partners LLC 0.72% Add +7.5% 32,156 $1.6M
Sharkey, Howes & Javer 0.20% Add +55.4% 32,110 $1.6M
Mirador Capital Partners LP 0.22% Reduce -3.6% 32,003 $1.6M
Fermata Advisors, LLC 0.38% Reduce -1.9% 31,859 $1.6M
Platform Technology Partners 0.34% Reduce -10.7% 31,685 $1.6M
Beaumont Financial Advisors, LLC 0.10% New 31,646 $1.6M
Park Edge Advisors, LLC 0.35% Reduce -53.5% 31,535 $1.6M
Alliance Wealth Advisors, LLC 0.34% New 31,373 $1.6M
Compass Capital Corp. /Ma/ 0.60% Add +3.1% 39,805 $1.6M
Solstein Capital, LLC 0.62% Reduce -47.6% 31,033 $1.5M
Americana Partners, LLC 0.04% Add +60.1% 31,022 $1.5M
StoneX Group Inc. 0.07% Reduce -62.4% 30,998 $1.5M
Copia Wealth Management 1.10% Reduce -3.8% 30,894 $1.5M
Keybank National Association 0.01% Add +3.5% 30,870 $1.5M
Principia Wealth Advisory, LLC 0.95% Add +17.1% 30,614 $1.5M
RoundAngle Advisors LLC 1.11% Add +2.0% 30,579 $1.5M
Wealth Management Associates, Inc. 0.53% Reduce -16.1% 30,577 $1.5M
Banco BTG Pactual S.A. 0.27% Reduce -19.7% 30,303 $1.5M
American Trust 0.13% New 30,237 $1.5M
Boreal Capital Management LLC 1.37% Add +7.4% 30,212 $1.5M
Formidable Asset Management, LLC 0.22% Reduce -3.4% 22,993 $1.5M
Sphera Funds Management LTD. 0.31% Add +40.1% 30,055 $1.5M
Thrivent Financial for Lutherans 0.00% Add +141.1% 29,854 $1.5M
Vista Finance, LLC 0.99% No change 29,885 $1.5M
Invesco Ltd. 0.00% Add +18.0% 29,801 $1.5M
Ethos Financial Group, LLC 0.11% Reduce -49.1% 29,524 $1.5M
Sofi Wealth, LLC 0.07% Add +39.1% 29,486 $1.5M
Tme Financial, Inc. 1.02% Add +49.0% 29,164 $1.4M
Morse Asset Management, Inc 0.29% Add +5.8% 29,080 $1.4M
Brookwood Investment Group LLC 0.17% Add +23.1% 28,993 $1.4M
Turim 21 Investimentos Ltda. 0.55% Reduce -16.5% 28,898 $1.4M
Royal Harbor Partners, LLC 0.47% Reduce -46.7% 28,880 $1.4M
WealthPlan Investment Management, LLC 0.09% New 28,613 $1.4M
Circle Wealth Management, LLC 0.02% Add +24.2% 28,610 $1.4M
Miller Capital Partners, Inc. 0.72% — 28,510 $1.4M
Red Reef Advisors LLC 1.44% — 28,486 $1.4M
Quantify Chaos Advisors, LLC 4.28% — 28,441 $1.4M
Elequin Capital, LP 0.21% Reduce -96.6% 27,955 $1.4M
Joel Isaacson & Co., LLC 0.05% Add +36.8% 27,915 $1.4M
CORDA Investment Management, LLC. 0.10% Add +4.8% 27,912 $1.4M
CMG Global Holdings, LLC 0.61% Add +11.5% 33,215 $1.4M
NorthRock Partners, LLC 0.02% Add +100.8% 27,755 $1.4M
First National Trust Co 0.05% Reduce -2.5% 27,752 $1.4M
RIA Advisory Group LLC 0.33% Reduce -1.7% 27,623 $1.4M
Doliver Advisors, LP 0.34% Add +87.4% 27,374 $1.4M
Counterweight Ventures, LLC 0.76% Add +6.0% 27,274 $1.4M
Leo Wealth, LLC 0.10% Add +46.6% 27,207 $1.4M
BIP Wealth, LLC 0.05% Add +220.4% 27,207 $1.4M
BridgePort Financial Solutions, LLC 0.36% Add +12.2% 27,005 $1.3M
Oak Barrel Wealth Advisory LLC 0.80% — 26,970 $1.3M
Mountain Capital Investment Advisors Inc. 0.21% Add +6.8% 26,288 $1.3M
BCS Wealth Management 0.13% Add +176.9% 26,682 $1.3M
Matters Capital LLC 1.08% — 26,673 $1.3M
Patten & Patten Inc. 0.08% Reduce -5.8% 26,666 $1.3M
AlphaCore Capital LLC 0.03% Reduce -22.7% 26,617 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -16.2% 26,574 $1.3M
Watershed Private Wealth LLC 0.40% Add +40.1% 26,557 $1.3M
OneAscent Financial Services LLC 0.12% Reduce -44.1% 26,412 $1.3M
WCG Wealth Advisors LLC 0.04% Add +107.9% 26,346 $1.3M
CoinFund Management LLC 2.26% — 26,280 $1.3M
Equitable Trust Co. 0.06% Add +17.0% 26,110 $1.3M
Howard Capital Management Group, LLC 0.08% Add +0.4% 25,790 $1.3M
Northbridge Financial Group, LLC 0.57% — 25,754 $1.3M
Comerica Bank 0.01% Reduce -18.4% 25,688 $1.3M
Hurley Capital, LLC 0.71% Add +16.2% 25,639 $1.3M
Milestone Asset Management, LLC 0.24% Add +113.9% 25,464 $1.3M
Venture Visionary Partners LLC 0.04% Add +3.6% 25,278 $1.3M
Meridian Wealth Management, LLC 0.04% Add +44.6% 25,173 $1.2M
Legacy Advisors, LLC 0.13% New 25,151 $1.2M
Resurgent Financial Advisors LLC 0.63% Reduce -26.8% 25,130 $1.2M
Capital Advisors Inc. 0.02% Reduce -12.0% 25,090 $1.2M
Caprock Group, LLC 0.03% No change 25,000 $1.2M
CFM Wealth Partners LLC 0.18% Add +68.3% 24,944 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -15.5% 24,924 $1.2M
Clarius Group, LLC 0.07% Add +20.3% 24,908 $1.2M
Eagle Global Advisors LLC 0.05% Add +105.0% 24,800 $1.2M
Apollon Wealth Management, LLC 0.02% Add +95.1% 24,777 $1.2M
San Luis Wealth Advisors LLC 0.21% Add +196.0% 24,725 $1.2M
Archer Investment Corp 0.28% Reduce -1.0% 24,706 $1.2M
Main Street Financial Solutions, LLC 0.09% Add +126.7% 24,694 $1.2M
Objective Capital Management, LLC 1.24% Reduce -24.3% 24,556 $1.2M
Private Wealth Asset Management, LLC 0.13% Add +532.2% 24,472 $1.2M
Blue Square Asset Management, LLC 0.54% Add +14.0% 24,401 $1.2M
Green Ridge Wealth Planning LLC 0.62% — 24,378 $1.2M
IFC Advisors LLC 0.18% Add +7.5% 24,280 $1.2M
Wellington Shields Capital Management, LLC 0.18% Reduce -3.1% 24,243 $1.2M
Fiduciary Family Office, LLC 0.34% Add +104.4% 24,120 $1.2M
Dba Trading, LLC 1.19% — 24,100 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -22.4% 24,083 $1.2M
Tred Avon Family Wealth, LLC 0.39% No change 24,042 $1.2M
Two Sigma Securities, LLC 0.16% Add +17.4% 23,990 $1.2M
Wealthedge Investment Advisors, LLC 0.44% Add +3.3% 23,980 $1.2M
Modern Wealth Management, LLC 0.02% Add +18.0% 23,767 $1.2M
Invst, LLC 0.13% Add +65.0% 23,746 $1.2M
Clear Creek Financial Management, LLC 0.10% Add +5.0% 23,746 $1.2M
Galaxy Digital Capital Management GP LLC 1.48% Reduce -86.1% 23,650 $1.2M
Banque Pictet & Cie SA 0.01% New 23,600 $1.2M
Planning Alternatives Ltd. 0.15% Add +0.6% 23,538 $1.2M
Royal Fund Management, LLC 0.11% New 23,468 $1.2M
Cape Investment Advisory, Inc. 0.36% Add +12524.9% 23,356 $1.2M
Advyzon Investment Management, LLC 0.13% Reduce -73.0% 23,188 $1.2M
BTG Pactual Asset Management US LLC 0.13% Add +109.1% 19,040 $1.2M
Rinkey Investments 0.29% Add +23.3% 22,878 $1.1M
Pursuit Wealth Management LLC 0.97% — 22,842 $1.1M
Sound View Wealth Advisors Group, LLC 0.08% Reduce -10.2% 22,780 $1.1M
Signaturefd, LLC 0.02% Reduce -22.9% 22,747 $1.1M
United Advisor Group, LLC 0.14% Reduce -24.8% 22,729 $1.1M
Perennial Investment Advisors, LLC 0.09% Reduce -2.8% 22,707 $1.1M
MMBG Investment Advisors Co. 0.09% Add +28.1% 22,666 $1.1M
FSA Investment Group, LLC 0.69% Add +1.0% 22,651 $1.1M
LBMC Investment Advisors, LLC 0.07% Add +4.7% 22,631 $1.1M
BlueChip Wealth Advisors LLC 0.47% Reduce -1.0% 22,622 $1.1M
Summit Trail Advisors, LLC 0.02% Reduce -66.0% 22,557 $1.1M
Sage Investment Advisers LLC 0.84% — 22,535 $1.1M
Rothschild Wealth LLC 0.11% Add +105.2% 22,471 $1.1M
Griffin Asset Management, Inc. 0.12% Reduce -24.4% 22,464 $1.1M
Triad Wealth Partners, LLC 0.11% Add +49.8% 22,446 $1.1M
Gateway Wealth Partners, LLC 0.12% Add +169.4% 22,299 $1.1M
Abound Financial, LLC 0.43% Add +96.5% 22,220 $1.1M
Delta Investment Management, LLC 0.19% Reduce -2.1% 22,173 $1.1M
Generation Capital Management LLC 0.71% Add +2.9% 21,979 $1.1M
DV Trading LLC 0.09% — 21,937 $1.1M
Prevail Innovative Wealth Advisors, LLC 0.19% Add +138.4% 21,899 $1.1M
First Foundation Advisors 0.04% Add +102.4% 21,788 $1.1M
SVB Wealth LLC 0.06% Add +116.9% 21,410 $1.1M
Dimension Capital Management LLC 0.15% Reduce -24.0% 21,168 $1.1M
Benjamin Edwards Inc. 0.01% Add +4.6% 21,152 $1.1M
Palladiem, LLC 0.99% — 21,092 $1.0M
Kennedy Investment Group, Inc. 0.40% New 21,109 $1.0M
Accel Wealth Management 0.29% Add +6.0% 21,009 $1.0M
Gibson Capital, LLC 0.19% Reduce -6.7% 20,964 $1.0M
Seaview Investment Managers LLC 0.39% Add +22.4% 20,945 $1.0M
Wealth Watch Advisors, INC 0.39% Add +5.9% 20,940 $1.0M
Lake Street Private Wealth, LLC 0.13% Add +152.8% 20,822 $1.0M
Keystone Financial Group 0.08% Add +13.8% 20,819 $1.0M
Wealth Analytics Partners, LLC 0.40% — 20,749 $1.0M
Go Invest LLC 0.34% — 20,727 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Add +8.8% 20,723 $1.0M
Becker Capital Management Inc. 0.03% No change 20,590 $1.0M
Coastal Bridge Advisors, LLC 0.08% Reduce -41.7% 20,483 $1.0M
&partners 0.01% Add +138.2% 20,468 $1.0M
Schorn Wealth LLC 0.31% Reduce -2.6% 20,385 $1.0M
Sax Wealth Advisors, LLC 0.05% Add +76.1% 20,383 $1.0M
Icon Wealth Advisors, LLC 0.07% Add +25.4% 20,359 $1.0M
OpenArc Corporate Advisory, LLC 0.02% — 20,300 $1.0M
FAS Wealth Partners, Inc. 0.07% Add +19.9% 20,248 $1.0M
Traynor Capital Management, Inc. 0.06% Add +3.6% 20,194 $1.0M
Tarbox Family Office, Inc. 0.16% Reduce -38.2% 20,149 $1.0M
Cardiff Park Advisors, LLC 0.08% Add +27.4% 20,120 $999K
Bedell Frazier Investment Counselling, LLC 0.19% Reduce -6.9% 20,114 $999K
MFG Wealth Management, Inc. 0.78% Add +2.0% 20,088 $997K
Western Wealth Management, LLC 0.05% Add +9.1% 20,028 $994K
Orvieto Partners, L.P. 0.83% Add +33.3% 20,000 $993K
Choate Investment Advisors 0.02% Add +4.3% 19,991 $993K
Pure Financial Advisors, LLC 0.01% Add +20.9% 19,892 $988K
Wellington-Altus USA Inc. 0.73% — 19,866 $986K
Capital Investment Advisors, LLC 0.01% Add +52.5% 19,766 $981K
Buffalo Business & Estate Services Ltd. 0.14% — 19,713 $979K
Busey Bank 0.03% Add +5.2% 19,711 $979K
CSS LLC 0.16% Reduce -71.5% 19,634 $975K
DecisionMap Wealth Management, LLC 0.60% Add +34.4% 19,552 $971K
Level Four Advisory Services, LLC 0.03% Reduce -3.6% 19,548 $971K
Sovereign Financial Group, Inc. 0.17% Add +2.1% 19,461 $966K
Ables, Iannone, Moore & Associates, Inc. 0.53% Add +2.6% 19,454 $966K
Hamilton Wealth, LLC 0.18% Add +258.1% 19,386 $963K
Sound Financial Strategies Group, LLC 0.68% Add +4.9% 19,339 $960K
Intrua Financial, LLC 0.10% Reduce -20.1% 19,183 $952K
Vantage Investment Partners, LLC 0.06% No change 19,132 $950K
Sacks & Associates, LLC 0.70% — 19,073 $947K
Peapack Gladstone Financial Corp. 0.01% Reduce -4.9% 18,984 $943K
FineMark National Bank & Trust 0.03% Add +1.0% 18,956 $941K
Northeast Investment Management 0.04% Add +267.4% 18,920 $939K
Rossmore Private Capital 0.08% Add +34.6% 18,838 $935K
Sloy Dahl & Holst, LLC 0.11% No change 18,828 $935K
DiPaolo Financial Group, Inc. 0.99% — 18,773 $932K
Bearing Point Capital, LLC 0.15% Reduce -55.0% 18,770 $932K
Grand Central Investment Group 0.68% — 18,764 $932K
West Michigan Advisors, LLC 0.21% Reduce -17.9% 18,687 $928K
Wilmington Savings Fund Society, FSB 0.02% Reduce -13.4% 18,628 $925K
Aragon Global Management, LP 0.28% Reduce -50.0% 18,600 $923K
Carnegie Investment Counsel 0.02% Add +0.2% 18,498 $918K
HHM Wealth Advisors, LLC 0.11% Add +70.6% 18,430 $915K
Key Client Fiduciary Advisors, LLC 0.32% Reduce -11.7% 18,383 $913K
Sowell Financial Services LLC 0.03% Add +8.3% 18,303 $909K
DeDora Capital, Inc. 0.21% Add +8.9% 18,224 $905K
Douglass Winthrop Advisors, LLC 0.02% Reduce -26.4% 18,213 $904K
LRI Investments, LLC 0.07% Add +262.5% 18,125 $900K
Revisor Wealth Management LLC 0.24% Add +183.5% 17,917 $899K
Alpha Financial Partners LLC 0.55% Add +60.5% 18,009 $894K
SkyOak Wealth, LLC 0.16% New 17,961 $892K
World Equity Group, Inc. 0.25% Add +13.9% 17,949 $891K
SOA Wealth Advisors, LLC. 0.15% Add +659.1% 17,747 $881K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +179.6% 17,610 $874K
Prodigy Asset Management LLC 0.31% New 17,600 $874K
Gould Capital, LLC 0.54% Add +6.7% 17,559 $872K
International Private Wealth Advisors LLC 0.55% Add +89.5% 17,506 $869K
International Assets Investment Management, LLC 0.06% Add +1.0% 17,496 $869K
Cypress Wealth Services, LLC 0.12% Add +9.7% 17,454 $867K
E6 Portfolios, LLC 0.99% — 17,398 $864K
Ameliora Wealth Management Ltd. 0.26% Add +27.3% 17,337 $861K
1776 Wealth LLC 0.32% No change 17,335 $861K
Glassman Wealth Services 0.12% No change 17,282 $858K
Ackerman Capital Advisors, LLC 0.17% Reduce -51.4% 17,132 $851K
Independence Bank of Kentucky 0.11% Add +17023.0% 17,123 $850K
B & T Capital Management DBA Alpha Capital Management 0.12% Reduce -0.6% 17,031 $846K
Quadcap Wealth Management, LLC 0.10% No change 17,019 $845K
Three Seasons Wealth, LLC 0.08% Add +32.4% 17,008 $844K
West Financial Advisors, LLC 0.14% Add +20.4% 17,002 $844K
Quadrant Private Wealth Management, LLC 0.14% New 16,995 $844K
HighPoint Advisor Group LLC 0.02% New 16,944 $841K
SevenBridge Financial Group, LLC 0.14% New 16,914 $840K
Relyea Zuckerberg Hanson LLC 0.08% Add +14.4% 16,909 $840K
Clifford Swan Investment Counsel LLC 0.03% Add +10.4% 16,866 $837K
Keating Financial Advisory Services, Inc. 0.11% — 16,840 $836K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.3% 16,808 $835K
Octavia Wealth Advisors, LLC 0.08% Add +13.2% 16,794 $834K
Flagship Harbor Advisors, LLC 0.04% Add +5.5% 16,744 $831K
Broadhurst Jeffrey B 0.86% — 16,693 $829K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -73.7% 16,626 $825K
Town Capital LLC 0.67% — 16,571 $823K
Harbor Investment Advisory, LLC 0.06% Reduce -44.9% 16,542 $821K
Capital Investment Advisory Services, LLC 0.06% Add +18.8% 16,541 $821K
Thryve Wealth Management LLC 0.40% — 16,420 $815K
Asset Dedication, LLC 0.05% Add +0.1% 16,407 $815K
UMB Bank, n.a. 0.01% Add +48.7% 16,300 $809K
Federation des caisses Desjardins du Quebec 0.00% Add +6.3% 16,251 $807K
Tamar Securities, LLC 0.09% Add +0.4% 16,230 $806K
Chilton Capital Management LLC 0.03% No change 16,152 $802K
Harfst & Associates, Inc. 0.14% Add +5.3% 16,149 $802K
Ascent Wealth Partners, LLC 0.09% Add +20.8% 16,121 $800K
FRG Family Wealth Advisors LLC 0.12% Add +8.8% 16,085 $799K
Tolleson Wealth Management, Inc. 0.12% New 16,065 $798K
J2 Capital Management Inc 0.58% Add +10.2% 15,992 $794K
Nan Fung Group Holdings Ltd 0.71% No change 15,968 $793K
Clientfirst Wealth Management, LLC 0.63% Reduce -6.6% 15,890 $789K
Prospera Financial Services Inc 0.01% Add +258.2% 15,858 $787K
Whittier Trust Co. of Nevada Inc. 0.02% Add +60.8% 14,941 $784K
Crystal Rock Capital Management 0.41% Reduce -8.0% 15,775 $783K
McAdam, LLC 0.04% Add +76.5% 15,684 $779K
Osbon Capital Management LLC 0.72% — 15,599 $775K
Kastel Capital Advisors, LLC 0.47% — 15,577 $773K
Finivi Inc. 0.45% New 15,543 $772K
Archer Investment Management, LLC 0.41% New 15,530 $771K
Midwest Trust Co 0.01% Add +366.7% 15,428 $766K
Forum Financial Management, LP 0.01% Add +95.2% 15,419 $766K
Kera Capital Partners, Inc. 0.09% Add +18.6% 16,114 $765K
Insight Advisors, LLC/ PA 0.12% Reduce -3.0% 15,403 $765K
HUB Investment Partners, LLC 0.02% Reduce -7.3% 15,375 $763K
Sig Brokerage, LP 0.26% Reduce -85.4% 15,322 $761K
Hutchens & Kramer Investment Management Group, LLC 0.26% Add +3.2% 15,281 $759K
Diversified Trust Co. 0.01% Reduce -31.8% 15,238 $757K
A4 Wealth Advisors LLC 0.65% Add +131.9% 15,221 $756K
Baker Tilly Wealth Management, LLC 0.19% New 15,193 $754K
Cassia Capital Partners, LLC 0.41% Add +162.3% 15,137 $752K
Modera Wealth Management, LLC 0.01% Reduce -22.4% 15,135 $751K
Beacon Financial Group 0.07% Reduce -4.7% 15,121 $751K
J. Derek Lewis & Associates Inc. 0.18% — 15,052 $747K
LWM Advisory Services, LLC 0.44% Add +1.1% 15,039 $747K
Financial Management Professionals, Inc. 0.08% Add +2.0% 15,028 $746K
Manatuck Hill Partners, LLC 0.26% New 15,000 $745K
Whittier Trust Co. 0.01% Add +393.9% 14,106 $740K
Wealth Alliance, LLC 0.07% Reduce -37.5% 14,821 $736K
Orin Green Financial, LLC 0.29% Add +7.9% 14,767 $733K
Little House Capital LLC 0.18% Reduce -4.0% 14,647 $727K
IRON Financial LLC 0.33% Add +2.3% 14,562 $723K
Kagan Cocozza Asset Management 0.51% Reduce -1.1% 14,486 $719K
Nwam LLC 0.04% Add +4.4% 14,475 $719K
Awm Capital, LLC 0.07% Reduce -0.2% 14,474 $719K
Atlantic Union Bankshares Corp 0.01% Add +71.5% 14,468 $718K
KTF Investments, LLC 0.12% — 14,445 $717K
J.Safra Asset Management Corp 0.04% Add +71.0% 14,414 $716K
Stifel Financial Corp. 0.00% Reduce -11.4% 14,390 $714K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 14,382 $714K
Victory Financial Group, LLC 0.09% Add +251.8% 14,370 $713K
Snowden Capital Advisors LLC 0.02% Add +42.6% 14,366 $713K
Summit Global Investments 0.04% Reduce -5.4% 14,325 $711K
EPG Wealth Management LLC 0.19% Add +64.0% 14,302 $710K
Argentarii, LLC 0.23% New 14,264 $708K
Brown Brothers Harriman & Co. 0.00% Add +11.9% 14,257 $708K
Strategic Advisory Partners, LLC 0.58% — 14,144 $702K
Solitude Financial Services 0.23% Add +27.6% 14,104 $700K
MOR Wealth Management, LLC 0.32% — 14,081 $699K
Altman Advisors, Inc. 0.26% Add +0.1% 13,923 $691K
Allie Family Office LLC 0.32% New 13,905 $690K
CCM Investment Advisers LLC 0.07% No change 13,885 $689K
Global Wealth Management, LLC 0.37% New 13,851 $688K
RVW Wealth, LLC 0.05% Add +1.4% 13,841 $687K
ORG Partners LLC 0.12% Reduce -6.0% 13,836 $687K
National Wealth Management Group, LLC 0.24% Reduce -2.8% 13,823 $686K
Sandbox Financial Partners, LLC 0.19% Add +1.9% 13,821 $686K
Curtis Wealth Management LLC 0.60% — 13,818 $686K
Fortitude Family Office, LLC 0.16% Add +154.2% 13,740 $682K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +13.8% 13,614 $676K
Grant Street Asset Management, Inc. 0.14% Add +0.9% 13,593 $675K
HBK Sorce Advisory LLC 0.02% Reduce -10.1% 17,002 $675K
NewCorp Financial Services, Inc. 0.59% — 13,462 $668K
Commonwealth Financial Services, LLC 0.11% Add +5.3% 13,446 $668K
Oarsman Capital, Inc. 0.09% Add +6.2% 13,414 $666K
Verus Capital Partners, LLC 0.04% Add +22.4% 13,408 $666K
Avondale Wealth Management 0.34% Add +6.3% 13,400 $665K
Greenline Wealth Management LLC 0.69% — 13,385 $665K
Richmond Investment Services, LLC 0.11% Add +10.8% 13,382 $664K
Camelot Portfolios, LLC 0.41% New 13,366 $664K
Black Swift Group, LLC 0.11% Reduce -32.0% 13,300 $660K
Shepherd Kaplan Krochuk, LLC 0.54% Add +0.5% 13,284 $660K
IFG Advisory, LLC 0.03% Add +19.4% 13,257 $658K
Aspiring Ventures, LLC 0.24% Add +107.8% 13,245 $658K
Avalon Capital Management 0.16% New 13,219 $656K
Cornerstone Wealth Management, LLC 0.03% Add +40.3% 13,007 $646K
Lyell Wealth Management, LP 0.05% Add +29.6% 13,007 $646K
BlackDiamond Wealth Management, LLC 0.31% Reduce -7.1% 16,034 $643K
Wealth Group Ltd 0.14% Add +102.1% 12,924 $642K
Thompson Davis & Co., Inc. 0.38% Reduce -16.8% 12,922 $642K
Mosley Wealth Management 0.29% — 9,155 $641K
Brooklands Fund Management Ltd 0.34% — 13,500 $641K
Fairview Capital Investment Management, LLC 0.03% Reduce -2.8% 12,900 $640K
Aristeia Capital, L.L.C. 0.03% Reduce -96.0% 12,800 $636K
Apella Capital, LLC 0.01% Add +14.2% 12,759 $633K
Clay Northam Wealth Management, LLC 0.35% No change 12,755 $633K
Colter Lewis Investment Partners LLC 0.73% — 12,743 $633K
CAP Partners, LLC 0.36% Add +2.1% 12,730 $632K
Smartleaf Asset Management LLC 0.02% Add +27.1% 12,671 $631K
Walkner Condon Financial Advisors LLC 0.09% Reduce -0.5% 12,708 $631K
Fortitude Financial, LLC 0.54% New 12,705 $631K
Blue Bell Private Wealth Management, LLC 0.09% Add +77.5% 12,687 $630K
Cyndeo Wealth Partners, LLC 0.03% New 12,683 $630K
Maia Wealth LLC 0.11% Reduce -5.9% 16,934 $627K
Evanson Asset Management, LLC 0.03% Add +9.8% 12,587 $625K
Retirement Planning Group, LLC 0.02% Add +26.2% 12,538 $623K
Cambridge Associates LLC /Ma/ 0.01% New 12,531 $622K
Geneos Wealth Management Inc. 0.02% Add +43.5% 12,475 $619K
Phillips Financial Management, LLC 0.04% Add +22.5% 12,426 $617K
Blackhawk Capital Partners, LLC 0.23% Reduce -4.0% 12,417 $617K
Joseph P. Lucia & Associates, LLC 0.22% Add +38.7% 12,281 $610K
Nvwm, LLC 0.13% Reduce -41.2% 12,183 $605K
Diversified Enterprises, LLC 0.04% Add +28.4% 12,179 $605K
Koshinski Asset Management, Inc. 0.04% Reduce -27.7% 12,156 $604K
Afg Fiduciary Services Limited Partnership 0.36% Reduce -10.1% 11,737 $598K
Claro Advisors Inc. 0.08% Reduce -17.6% 12,015 $597K
Ignite Planners, LLC 0.09% Add +97.1% 12,526 $595K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -33.4% 11,944 $593K
Hyposwiss Advisors SA 0.58% — 11,900 $591K
Snowwater Investment Partners, LLC 0.54% — 11,879 $590K
Heritage Investment Group, Inc. 0.09% Reduce -40.3% 11,863 $589K
Composition Wealth, LLC 0.01% Add +80.8% 11,823 $587K
Peak Planning Group, LLC 0.16% Add +117.0% 11,759 $584K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +40.5% 11,750 $583K
Advance Capital Management, Inc. 0.02% Add +24.4% 11,733 $583K
Philadelphia Trust Co. 0.04% No change 11,731 $582K
Sanders Morris Harris LLC 0.90% Reduce -46.0% 11,726 $582K
Ameraudi Asset Management, Inc. 0.32% No change 11,694 $581K
Hibernia Wealth Partners, LLC 0.17% Add +112.8% 11,688 $580K
SAM Advisors, LLC 0.18% Add +8.1% 11,640 $578K
Patriot Investment Management Group, Inc. 0.04% Reduce -9.1% 11,574 $575K
Nicolet Advisory Services, LLC 0.04% Add +49.2% 11,074 $574K
Global Endowment Management, LP 0.07% Add +56.7% 11,541 $573K
Discipline Wealth Solutions, LLC 0.11% Add +164.1% 11,469 $569K
GTS Securities LLC 0.02% Reduce -19.4% 11,467 $569K
Cypress Capital Group 0.06% Add +1.3% 11,450 $568K
Stordahl Capital Management, Inc. 0.12% Add +10.7% 11,381 $565K
Tradition Wealth Management, LLC 0.04% Add +12.0% 11,348 $563K
Optivise Advisory Services LLC 0.32% Add +96.1% 11,296 $561K
Scratch Capital LLC 0.37% New 11,292 $561K
Asset Advisory Group, Inc. 0.28% — 11,259 $559K
Ballew Advisors, Inc 0.31% Add +9.2% 10,417 $558K
Continuum Advisory, LLC 0.06% Add +13.4% 11,221 $557K
One Capital Management, LLC 0.02% Add +11.9% 11,137 $553K
Ferguson Shapiro LLC 0.17% No change 11,102 $551K
Legacy Wealth Managment, LLC 0.26% Reduce -2.9% 11,047 $548K
Wick Capital Partners, LLC 0.10% Add +57.8% 11,005 $546K
Spreng Capital Management, Inc. 0.21% Reduce -28.2% 11,002 $546K
Birch Hill Investment Advisors LLC 0.02% No change 11,000 $546K
Chesapeake Capital Corp. 0.46% Reduce -24.2% 10,962 $544K
Stratos Investment Management, LLC 0.02% Add +32.8% 10,957 $544K
Spire Wealth Management 0.02% Reduce -88.9% 10,941 $543K
Lazari Capital Management, Inc. 0.18% Add +106.9% 10,924 $542K
Flatrock Wealth Partners LLC 0.26% — 10,923 $542K
Atlas Private Wealth Advisors 0.13% Add +8.5% 10,901 $541K
FWG Holdings, LLC 0.20% Reduce -60.3% 11,359 $539K
Alterna Wealth Management, Inc. 0.45% Add +6.6% 10,853 $539K
Gotham Asset Management 0.00% New 10,849 $539K
New Republic Capital, LLC 0.14% Add +6.5% 10,806 $537K
One Wealth Management Investment & Advisory Services, LLC 0.58% Add +138.2% 10,770 $535K
Garden State Investment Advisory Services LLC 0.13% Reduce -32.2% 10,693 $531K
LaSalle St. Investment Advisors, LLC 0.09% Reduce -57.7% 10,642 $528K
Mayflower Financial Advisors, LLC 0.06% Add +42.5% 10,619 $527K
Cannon Global Investment Management, LLC 1.40% Reduce -4.5% 10,600 $526K
Ranch Capital Advisors Inc. 0.19% Add +1.3% 10,599 $526K
WIT Partners Advisory Pte. Ltd. 0.18% No change 11,150 $526K
Principle Wealth Partners LLC 0.03% New 10,587 $526K
Soltis Investment Advisors LLC 0.03% Add +139.8% 10,562 $524K
Avaii Wealth Management, LLC 0.19% Reduce -51.3% 10,550 $524K
Colony Family Offices, LLC 0.13% No change 10,545 $524K
Benchmark Financial Wealth Advisors, LLC 0.15% Add +22.5% 10,511 $522K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -15.2% 10,498 $521K
Manhattan West Asset Management, LLC 0.11% No change 10,496 $521K
Coordinated Financial Services, Inc. 0.30% Add +5.3% 10,455 $519K
Merkkuri Wealth Advisors LLC 0.35% Add +19.6% 10,445 $519K
Alpha Cubed Investments, LLC 0.02% Reduce -56.5% 10,428 $518K
Gemmer Asset Management LLC 0.04% Reduce -58.7% 10,420 $517K
Acorn Wealth Advisors, LLC 0.15% Add +11.5% 10,419 $517K
Cadence Bank 0.03% Reduce -43.8% 10,408 $517K
Cathy Pareto & Associates, Inc. 0.36% Add +210.0% 10,333 $513K
Flaharty Asset Management, LLC 0.06% Add +134.4% 10,313 $512K
Global Assets Advisory, LLC 0.15% Reduce -0.1% 10,310 $512K
Three Bridge Wealth Advisors, LLC 0.14% No change 10,310 $512K
HBW Advisory Services LLC 0.06% Add +6.2% 10,293 $511K
Capital Financial Group Inc\co\ 0.28% — 10,261 $509K
Pandora Wealth, Inc. 0.31% No change 10,260 $509K
Frank, Rimerman Advisors LLC 0.03% New 10,259 $509K
J. L. Bainbridge & Co., Inc. 0.04% Add +13.7% 10,229 $508K
Plancorp, LLC 0.02% Reduce -6.0% 10,212 $507K
Altiora Financial Group, LLC 0.09% No change 10,190 $506K
Bluespring Wealth Management, LLC 0.04% Add +21.6% 10,158 $504K
Saxon Interests, Inc. 0.18% Reduce -16.4% 10,149 $504K
Beacon Financial Advisory LLC 0.12% Reduce -0.4% 10,145 $504K
Embree Financial Group 0.06% Add +26.5% 10,119 $502K
SG Americas Securities, LLC 0.00% Reduce -59.0% 10,014 $497K
Pacific Point Advisors, LLC 0.27% No change 10,000 $497K
BRC Group Holdings, Inc. 0.21% Reduce -57.5% 10,000 $497K
MADDEN SECURITIES Corp 0.15% No change 10,000 $497K
Canton Hathaway, LLC 0.10% Reduce -16.3% 10,000 $497K
Tiaa Trust, National Association 0.00% Reduce -6.1% 9,977 $495K
Onyx Bridge Wealth Group LLC 0.05% Add +25.2% 9,895 $491K
Astra Wealth Partners LLC 0.30% No change 9,888 $491K
McElhenny Sheffield Capital Management, LLC 0.12% Reduce -62.2% 9,874 $490K
Redstone Wealth Management, LLC 0.38% — 9,805 $487K
Sagespring Wealth Partners, LLC 0.01% Add +96.1% 9,801 $487K
Diversify Wealth Management, LLC 0.02% Add +15.6% 9,079 $486K
4J Wealth Management LLC 0.28% Add +42.3% 9,717 $482K
JB Capital LLC 0.02% Add +58.8% 9,707 $482K
Virtue Capital Management, LLC 0.07% Add +0.2% 9,392 $478K
Prosperity Wealth Management, Inc. 0.16% Add +86.8% 9,622 $478K
Strategic Blueprint, LLC 0.03% Reduce -48.1% 9,601 $477K
Callan Family Office, LLC 0.01% New 9,566 $475K
Midwest Financial Group LLC 0.21% Add +6.9% 9,540 $474K
Essential Investment Partners LLC 0.44% — 9,522 $473K
Bitterroot Capital Advisors LLC 0.32% — 9,496 $471K
W Advisors, LLC 0.24% Add +16.1% 9,494 $471K
Heritage Investors Management Corp. 0.01% Add +2.1% 9,490 $471K
Moran Wealth Management, LLC 0.01% Add +60.3% 9,450 $469K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% — 9,422 $468K
Perennial Advisors, LLC 0.08% Add +6.4% 9,415 $467K
GSG Advisors LLC 0.12% Add +4.1% 9,381 $466K
McCollum Christoferson Group LLC 0.13% Add +41.0% 9,372 $465K
Fischer Investment Strategies, LLC 0.27% Reduce -22.9% 9,332 $463K
Coppell Advisory Solutions LLC 0.05% New 9,283 $463K
FNY Investment Advisers, LLC 0.13% Reduce -10.7% 9,250 $459K
Greenwich Wealth Management LLC 0.02% Add +0.8% 9,236 $459K
Wealthcare Capital Management LLC 0.05% Add +124.4% 9,209 $457K
Puff Wealth Management, LLC 0.59% No change 8,975 $457K
Mirabaud & Cie SA 0.15% New 9,200 $457K
Biltmore Family Office, LLC 0.06% New 9,190 $456K
Perryman Financial Advisory Inc. 0.07% — 9,177 $456K
Golden State Wealth Management, LLC 0.05% Add +12.5% 9,170 $455K
Brave Asset Management Inc. 0.11% Reduce -18.6% 9,168 $455K
Krilogy Financial LLC 0.02% Add +31.3% 9,150 $454K
First Manhattan Co. Llc. 0.00% Add +40.2% 9,136 $454K
Tempus Wealth Planning, LLC 0.10% Reduce -52.3% 9,081 $451K
Objectivity Squared, LLC 0.25% New 9,070 $450K
First Heartland Consultants, Inc. 0.03% Add +13.1% 9,054 $450K
Atwater Malick LLC 0.12% Reduce -0.2% 9,051 $449K
Third View Private Wealth, LLC 0.06% — 9,034 $449K
Keb Asset Management, LLC 0.09% New 9,015 $448K
Leavell Investment Management, Inc. 0.02% Reduce -19.0% 8,998 $447K
Sigma Planning Corp 0.01% Add +60.5% 9,290 $446K
Moseley Investment Management Inc. 0.14% Add +1.5% 8,957 $445K
Destiny Capital Corp 0.23% Add +46.4% 8,918 $443K
Verus Financial Partners, Inc. 0.04% No change 8,897 $442K
Teamwork Financial Advisors, LLC 0.05% Reduce -2.2% 8,892 $441K
Black Diamond Financial, LLC 0.05% Reduce -6.0% 8,879 $441K
Vivid Wealth Management, LLC 0.17% Add +27.9% 8,875 $441K
Cushing Capital Partners, LLC 0.33% Add +8.4% 8,867 $440K
Veltria Advisors Corp. 1.92% New 8,150 $440K
CJM Wealth Advisers, Ltd. 0.13% Add +118.8% 8,861 $440K
Investment Partners Asset Management, Inc. 0.27% Add +7.1% 8,858 $440K
New Vernon Capital Holdings II LLC 0.21% Reduce -22.4% 8,858 $440K
Marin Bay Wealth Advisors, LLC 0.25% — 8,827 $438K
Paragon Financial Partners, Inc. 0.27% New 8,800 $437K
Willner & Heller, LLC 0.31% New 8,786 $436K
OakTrust Wealth Advisors, LLC 0.40% — 8,774 $436K
Magnolia Capital Advisors LLC 0.09% Reduce -11.7% 8,760 $435K
Southern Capital Services Inc. 0.27% — 8,734 $434K
Amicus Financial Advisors, LLC 0.12% — 8,729 $433K
ATX Financial Planning, LLC 0.33% — 8,686 $431K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.7% 8,624 $428K
GWN Securities Inc. 0.09% Add +33.0% 8,615 $428K
JNBA Financial Advisors 0.04% Add +243.3% 8,589 $426K
Wealthquest Corp 0.03% New 8,584 $426K
OneAscent Wealth Management LLC 0.14% Add +9.8% 8,579 $426K
Tempo Wealth, LLC 0.08% — 8,515 $423K
SFI Advisors, LLC 0.27% Reduce -28.1% 8,493 $422K
Ruggiero Investments, Inc. 0.38% — 8,415 $418K
Barometer Capital Management Inc. 0.10% Add +1069.1% 162,500 $416K
MLP3, LLC 0.45% — 8,339 $414K
Morling Financial Advisors, LLC 0.13% Add +140.7% 8,329 $414K
RMR Wealth Builders 0.03% Add +40.2% 8,306 $412K
Cambient Family Office, LLC 0.06% — 8,304 $412K
1832 Asset Management L.P. 0.00% Add +28.6% 8,286 $411K
Mainstream Capital Management LLC 0.27% Add +35.4% 8,284 $411K
KWB Wealth 0.04% Add +122.8% 8,269 $411K
Foronjy Financial LLC 0.17% Reduce -5.8% 8,239 $409K
Crew Capital Management, Ltd 0.26% Reduce -0.9% 8,234 $409K
KCM Investment Advisors LLC 0.01% Add +107.9% 8,229 $409K
Altus Wealth Group LLC 0.16% Add +12.0% 8,203 $407K
Crewe Advisors LLC 0.04% Add +612.5% 8,179 $406K
Fortis Group Advisors, LLC 0.07% Add +80.8% 8,539 $406K
Zinnia Wealth Advisory, LLC 0.44% — 8,158 $405K
M&T Bank Corp 0.00% No change 8,155 $405K
Endeavor Private Wealth, Inc. 0.12% Add +5.2% 8,150 $405K
Mayport, LLC 0.08% Add +0.4% 8,119 $403K
Oakworth Capital, Inc. 0.02% Reduce -15.2% 8,078 $401K
Vicus Capital 0.03% Reduce -10.9% 8,065 $400K
St Germain D J Co. Inc. 0.02% Add +2.8% 8,059 $400K
Blue Trust, Inc. 0.00% Add +9.3% 8,049 $400K
FourThought Financial Partners, LLC 0.03% No change 8,045 $399K
Cornerstone Planning Group LLC 0.06% Add +6.7% 7,889 $398K
4WEALTH Advisors, Inc. 0.34% Add +72.6% 7,998 $397K
Private Management Group Inc. 0.01% Add +0.2% 7,996 $397K
Whalen Wealth Management Inc. 0.21% Reduce -53.9% 7,978 $396K
Advisor Resource Council 0.14% New 8,950 $396K
Gilbert & Cook, Inc. 0.05% Add +2.5% 7,931 $394K
Farmers Trust Co. 0.06% Reduce -10.1% 7,893 $392K
NorthCoast Asset Management LLC 0.01% Reduce -77.4% 7,889 $392K
Rehmann Capital Advisory Group 0.02% Add +7.5% 7,857 $390K
Prosperity Consulting Group, LLC 0.02% New 7,828 $389K
Orland Properties Ltd 0.07% Reduce -3.9% 7,825 $389K
LCM Capital Management Inc 0.19% Reduce -61.4% 7,820 $388K
Global Financial Private Client, LLC 0.14% Add +48.6% 7,784 $386K
Arrowroot Family Office, LLC 0.14% Add +12.2% 7,782 $386K
Detalus Advisors, LLC 0.09% Add +11.3% 7,781 $386K
Fortis Capital Management LLC 0.05% Reduce -33.0% 7,766 $386K
Momentum Wealth Planning, LLC 0.31% Reduce -67.0% 7,761 $385K
Quantum Financial Planning Services, Inc. 0.14% New 7,749 $385K
IAG Wealth Partners, LLC 0.04% Add +33.8% 7,748 $385K
Catalyst Private Wealth, LLC 0.17% Add +2.4% 7,686 $382K
Laurel Oak Wealth Management, LLC 0.06% — 7,606 $378K
Sunbelt Securities, Inc. 0.03% Add +21.7% 7,604 $378K
Greenhouse Wealth Management, LLC 0.22% Add +3.6% 7,573 $376K
Cassaday & Co Wealth Management LLC 0.01% Reduce -76.3% 7,547 $375K
Centennial Advisors, LLC 0.49% — 7,545 $375K
Salomon & Ludwin, LLC 0.03% Reduce -14.3% 7,004 $374K
Sunburst Financial Group, LLC 0.08% Add +6.7% 7,533 $374K
Riverpoint Wealth Management Holdings, LLC 0.08% Add +0.7% 7,522 $373K
Accurate Wealth Management, LLC 0.05% Reduce -0.8% 7,291 $373K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +133.6% 7,504 $373K
Taylor & Morgan Wealth Management, LLC 0.21% Add +14.0% 7,506 $373K
Naviter Wealth, LLC 0.05% Reduce -2.2% 7,495 $372K
Suncoast Equity Management 0.04% Add +25.1% 7,484 $372K
Chesley Taft & Associates LLC 0.01% New 7,450 $370K
Aspire Growth Partners LLC 0.26% Add +1.2% 7,449 $370K
Fire Capital Management LLC 0.18% Add +2.1% 7,418 $368K
Entelevest, LLC 0.38% — 7,411 $368K
Strategic Family Wealth Counselors, L.L.C. 0.08% Reduce -78.3% 7,232 $367K
SJS Investment Consulting Inc. 0.05% Reduce -38.3% 7,379 $366K
Correct Capital Wealth Management 0.07% Add +1.5% 7,364 $366K
Van Hulzen Asset Management, LLC 0.03% Add +8.8% 7,349 $365K
New Wave Wealth Advisors LLC 0.13% Reduce -59.3% 7,130 $365K
Rossby Financial, LCC 0.11% Add +0.3% 7,325 $364K
Hollencrest Capital Management 0.01% Add +81.5% 7,315 $363K
Bessemer Group Inc. 0.00% Reduce -27.0% 7,311 $363K
Pennsylvania Capital Management Inc. 0.10% Reduce -60.6% 7,270 $361K
Capstone Financial Advisors, Inc. 0.02% Add +32.4% 7,261 $361K
Silverlake Wealth Management LLC 0.08% Add +20.6% 7,243 $360K
FSB Premier Wealth Management, Inc. 0.11% Reduce -0.2% 7,231 $359K
Benin Management CORP 0.08% Reduce -1.1% 7,210 $358K
Performance Wealth Partners, LLC 0.01% Add +26.8% 7,209 $358K
Silver Oak Securities, Incorporated 0.02% Reduce -0.5% 7,182 $358K
Alchemi Wealth, LLC 0.20% — 7,191 $357K
Encompass Wealth Advisors, LLC 0.12% Reduce -6.1% 7,190 $357K
JGP Wealth Management, LLC 0.04% Add +16.5% 7,187 $357K
Schrum Private Wealth Management LLC 0.26% Reduce -7.1% 7,173 $356K
WP Advisors, LLC 0.09% Reduce -43.5% 7,152 $355K
Exit Wealth Advisors, LLC. 0.21% Reduce -68.7% 7,142 $355K
Brooklyn Investment Group 0.02% New 7,118 $351K
Everhart Financial Group, Inc. 0.03% Add +0.1% 7,060 $351K
Elevation Point Wealth Partners, LLC 0.02% New 7,056 $350K
Vestmark Advisory Solutions, Inc. 0.00% New 7,056 $350K
Summit Wealth & Retirement Planning, Inc. 0.08% Add +41.4% 7,028 $349K
Coastline Complete Wealth LLC 0.22% — 7,013 $348K
Legacy Wealth Partners, LLC 0.09% — 6,951 $345K
Basecamp Wealth Advisors LLC 0.07% — 6,921 $344K
Forefront Wealth Partners, LLC 0.16% Reduce -52.9% 6,886 $342K
MN Wealth Advisors, LLC 0.17% Add +9.7% 6,871 $341K
Discovery Capital Management, LLC / CT 0.02% Reduce -95.2% 6,825 $339K
Greenline Partners, LLC 0.04% Add +103.4% 6,817 $338K
Spinnaker Investment Group, LLC 0.06% Add +17.5% 6,813 $338K
Advisory Alpha, LLC 0.01% Add +5.2% 6,782 $337K
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 6,713 $333K
Power Wealth Management LLC 0.12% New 6,696 $332K
United Bank 0.04% No change 6,693 $332K
Wincap Financial LLC 0.23% Add +13.0% 6,692 $332K
Independent Advisor Alliance 0.01% Add +66.6% 6,685 $332K
Quattro Advisors LLC 0.26% — 6,641 $330K
AdvisorNet Financial, Inc 0.02% Reduce -57.4% 6,638 $330K
Acropolis Investment Management, LLC 0.01% New 6,632 $329K
Laird Norton Wetherby Trust Company, LLC 0.01% New 6,630 $329K
Institute for Wealth Management, LLC. 0.03% Reduce -15.0% 6,614 $328K
FSM Wealth Advisors, LLC 0.04% Add +15.1% 6,611 $328K
Cardinal Point Capital Management ULC 0.02% Reduce -12.2% 6,610 $328K
CFO4Life Group, LLC 0.05% Reduce -4.8% 6,607 $328K
MBE Wealth Management, LLC 0.14% Reduce -22.8% 6,582 $327K
MIdWestOne Financial Group, Inc. 0.04% Reduce -8.4% 6,568 $326K
Fort Washington Investment Advisors Inc. 0.00% Reduce -23.4% 6,563 $326K
Aua Capital Management, LLC 0.16% No change 6,556 $326K
Wealth Management Partners, LLC 0.09% Reduce -20.4% 6,546 $325K
Asempa Wealth Advisors 0.28% — 6,537 $325K
DT Investment Partners, LLC 0.03% Add +0.2% 6,514 $323K
Fifth Third Wealth Advisors LLC 0.01% No change 6,500 $323K
Magnolia Private Wealth, LLC 0.23% New 6,496 $323K
Diesslin Group, Inc. 0.13% — 6,479 $322K
Synergy Asset Management, LLC 0.03% Reduce -97.4% 6,476 $322K
JDH Wealth Management, LLC 0.22% No change 6,444 $320K
AssuredPartners Investment Advisors, LLC 0.05% Add +30.9% 6,403 $318K
DAVENPORT & Co LLC 0.00% Add +29.9% 6,398 $318K
Mascagni Wealth Management, Inc. 0.24% Add +42.6% 6,396 $318K
Certuity, LLC 0.02% Add +19.3% 6,395 $318K
Moneco Advisors, LLC 0.03% Add +58.5% 6,383 $317K
Trust Point Inc. 0.02% No change 6,344 $315K
Blue Line Capital, LLC / IL 0.37% — 6,340 $315K
Holistic Financial Partners 0.11% No change 6,337 $315K
Old Mission Investment Co LLC 0.08% Add +53.8% 6,333 $314K
Sard Wealth Management Group, LLC 0.17% Add +2.9% 6,330 $314K
Aspirean Wealth, LLC 0.34% — 6,314 $313K
Arcus Capital Partners, LLC 0.11% New 6,279 $312K
Meixler Investment Management, Ltd. 0.19% Reduce -11.8% 6,271 $311K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -9.9% 6,262 $311K
Wealthgarden F.S. LLC 0.20% Add +23.9% 6,249 $310K
Financial Security Advisor, Inc. 0.06% Add +18.5% 6,240 $310K
Riverview Capital Advisers, LLC 0.09% Reduce -81.8% 6,165 $306K
Carret Asset Management, LLC 0.03% Add +6.5% 6,165 $306K
Cambridge Financial Group, LLC 0.11% Reduce -74.8% 6,065 $306K
Silicon Valley Capital Partners 0.03% Add +32.6% 6,106 $303K
BlueStem Wealth Partners, LLC 0.03% Add +33.1% 6,071 $301K
Cascade Financial Partners, LLC 0.03% Reduce -23.9% 6,064 $301K
Meridian Wealth Advisors, LLC 0.04% Add +53.2% 6,060 $301K
Operose Advisors LLC 0.07% Add +972.9% 6,051 $300K
Reliant Wealth Planning 0.09% New 6,042 $300K
Wilmar Advisors LLC 0.23% Reduce -60.0% 6,000 $298K
Aft, Forsyth & Sober, LLC 0.09% No change 6,000 $298K
North Star Investment Management Corp. 0.02% Add +39.0% 6,000 $298K
Ascentis Wealth Management, LLC 0.08% Add +11.3% 5,996 $298K
Principal Securities, Inc. 0.00% New 5,989 $297K
Cidel Asset Management Inc. 0.02% No change 5,972 $297K
Patton Albertson Miller Group, LLC 0.03% No change 5,971 $296K
Harbour Investments, Inc. 0.01% Add +125.8% 5,937 $295K
DGS Capital Management, LLC 0.05% Reduce -0.3% 5,931 $294K
Thoroughbred Financial Services, LLC 0.02% Add +11.5% 5,933 $294K
United Asset Strategies, Inc. 0.02% Add +29.3% 5,915 $294K
Laffer Tengler Investments, Inc. 0.05% Add +15.1% 5,902 $293K
August Group Capital Ltd 0.33% — 5,901 $293K
Graybill Wealth Management, LTD. 0.09% No change 5,900 $293K
Redwood Family Wealth LLC 0.29% — 5,899 $293K
Franklin Resources Inc. 0.00% Add +7.3% 5,858 $291K
Armbruster Capital Management, Inc. 0.05% Reduce -61.7% 5,843 $290K
Burney Co./ 0.01% Add +7.1% 5,834 $290K
Cozad Asset Management Inc. 0.02% Reduce -4.9% 5,821 $289K
Clark Financial Services Group Inc. 0.15% New 5,402 $289K
MSH Capital Advisors LLC 0.06% Reduce -22.4% 5,787 $287K
Balance Wealth Partners LLC 0.09% Add +40.9% 5,768 $286K
Permanent Capital Management, LP 0.06% Add +5.0% 5,767 $286K
Levin Capital Strategies, L.P. 0.02% Reduce -32.1% 5,767 $286K
Vista Investment Partners LLC 0.08% New 5,765 $286K
Access Financial Services, Inc. 0.10% Reduce -18.4% 5,760 $286K
Whitener Capital Management, Inc. 0.06% New 5,736 $285K
Blue Edge Capital, LLC 0.04% Add +32.4% 5,735 $285K
SFG Wealth Management, LLC. 0.11% Reduce -28.3% 5,713 $284K
Stonebridge Financial Group, LLC 0.02% Add +9.9% 5,710 $284K
Bokf, NA 0.00% Add +719.4% 5,695 $283K
Exencial Wealth Advisors, LLC 0.01% Add +16.8% 5,694 $283K
Select Asset Management & Trust 0.09% Add +62.8% 5,655 $281K
Durante & Waters, LLC 0.20% Add +26.4% 5,635 $280K
Zacks Investment Management 0.00% Add +17.8% 5,625 $279K
ZEGA Investments, LLC 0.05% Add +30.7% 5,620 $279K
Canal Capital Management, LLC 0.04% Add +18.0% 5,615 $279K
McLean Asset Management Corp 0.05% Add +4.2% 5,012 $278K
ArchPoint Investors 0.07% New 5,589 $277K
Coldstream Capital Management Inc. 0.00% New 5,573 $277K
49 Wealth Management, LLC 0.02% Reduce -0.2% 5,565 $276K
Tortoise Investment Management, LLC 0.02% Add +16.6% 5,545 $275K
TritonPoint Partners, LLC 0.15% — 5,543 $275K
Klingenstein Fields & Co. LP 0.01% Add +41.5% 5,534 $275K
Mainsail Asset Management, LLC 0.12% New 5,525 $274K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -29.2% 5,525 $274K
Seelaus Asset Management LLC 0.22% No change 5,519 $274K
Alpha Capital Advisors Inc. 0.25% — 5,107 $274K
Daymark Wealth Partners, LLC 0.01% Add +41.4% 5,473 $272K
Falcon Wealth Planning 0.02% New 5,472 $272K
Plante Moran Financial Advisors, LLC 0.02% Add +61.0% 5,458 $271K
Glass Jacobson Investment Advisors llc 0.10% Add +4.5% 5,448 $271K
MBA Advisors LLC 0.11% Add +35.3% 5,443 $270K
CLG LLC 0.07% Add +1.0% 5,432 $270K
RB Capital Management, LLC 0.06% New 5,431 $270K
Fortis Capital Advisors, LLC 0.04% Reduce -20.9% 5,417 $269K
OneAscent Family Office, LLC 0.18% No change 5,405 $268K
Hilton Capital Management, LLC 0.02% New 5,395 $268K
Holcombe Financial, Inc. 0.17% Add +1.9% 5,390 $268K
Pinnacle Associates Ltd. 0.00% Add +3.3% 5,385 $267K
Balboa Wealth Partners 0.04% New 5,384 $267K
Claret Asset Management Corp 0.03% No change 5,375 $267K
Legacy Financial Strategies, LLC 0.05% Add +25.1% 5,377 $267K
OLIO Financial Planning 0.07% Add +26.2% 5,375 $267K
Madison Asset Management, LLC 0.00% Add +46.3% 5,375 $267K
Millington Financial Advisors, LLC 0.12% No change 6,719 $267K
Earned Wealth Advisors, LLC 0.02% New 5,362 $266K
Retirement Planning Co of New England, Inc. 0.11% Reduce -5.3% 5,347 $265K
Journey Strategic Wealth LLC 0.01% Reduce -98.2% 5,344 $265K
JMG Financial Group, Ltd. 0.01% Reduce -35.9% 5,340 $265K
Princeton Global Asset Management LLC 0.04% Reduce -10.4% 5,333 $265K
XML Financial, LLC 0.02% Reduce -5.3% 5,330 $265K
Vawter Financial, Ltd. 0.11% No change 5,327 $264K
Harvest Investment Services, LLC 0.05% Add +2.7% 5,321 $264K
Signature Wealth Management Group 0.11% Add +52.9% 5,307 $263K
Keystone Financial Services 0.08% Add +49.2% 5,284 $262K
TD Waterhouse Canada Inc. 0.00% Reduce -18.1% 5,286 $262K
James J. Burns & Company, LLC 0.04% Add +22.3% 5,280 $262K
Cogent Private Wealth, Inc. 0.20% — 5,266 $261K
City State Bank 0.07% Reduce -60.5% 5,250 $261K
TBH Global Asset Management, LLC 0.04% Add +25.5% 5,240 $260K
Integrated Wealth Management 0.29% — 5,234 $260K
Client 1ST Advisory Group, LLC 0.08% Add +16.7% 5,207 $259K
N.E.W. Advisory Services LLC 0.02% Add +89.4% 5,204 $258K
Purus Wealth Management, LLC 0.08% Reduce -0.4% 5,195 $258K
Signature Equity Partners, LLC 0.14% — 5,169 $257K
Cedarwood Wealth LLC 0.29% — 5,164 $256K
Melia Wealth LLC 0.12% New 5,151 $256K
Three Magnolias Financial Advisors, LLC 0.16% Reduce -5.5% 5,150 $256K
Evolve Private Wealth, LLC 0.02% — 5,134 $255K
Goelzer Investment Management, Inc. 0.01% New 5,132 $255K
Wealthspan Partners, LLC 0.09% Add +4.0% 5,130 $255K
Physician Wealth Advisors, Inc. 0.04% Add +23.8% 5,107 $254K
Malaga Cove Capital, LLC 0.09% Add +5.8% 5,107 $254K
Hoey Investments, Inc. 0.03% No change 5,095 $253K
Collaborative Wealth Managment Inc. 0.09% New 5,072 $252K
Thrive Wealth Management, LLC 0.04% Reduce -6.1% 5,067 $252K
National Mutual Funds Management Ltd. 100.00% — 5,035 $251K
Kavar Capital Partners Group, LLC 0.03% New 5,044 $250K
Madrid Wealth Management, LLC 0.20% — 5,036 $250K
Obsidian Cio, LLC 0.37% Reduce -94.3% 5,032 $250K
1ST Source Bank 0.01% Add +5.8% 5,025 $249K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -43.7% 5,014 $249K
Provident Wealth Management, LLC 0.07% No change 5,000 $248K
Mathes Company, Inc. 0.09% New 5,000 $248K
Fusion Capital, LLC 0.07% No change 4,993 $248K
LGL Partners, LLC 0.11% Add +7.0% 4,987 $248K
SouthState Bank Corp 0.01% No change 4,983 $247K
Integrated Capital Management, LLC 0.11% Add +3.5% 4,974 $247K
L2 Asset Management, LLC 0.03% No change 4,968 $247K
Apriem Advisors 0.02% No change 4,944 $245K
Cutler Investment Counsel LLC 0.03% Reduce -17.2% 4,942 $245K
Donor Advised Charitable Giving, Inc. 0.01% New 4,940 $245K
Tradewinds, LLC. 0.06% Add +13.8% 4,935 $245K
Aspen Grove Capital, LLC 0.04% New 4,935 $245K
Indivisible Partners 0.03% — 4,925 $245K
Fiduciary Trust Co 0.00% Add +26.2% 4,870 $242K
Tucker Asset Management LLC 0.07% Reduce -5.5% 4,869 $242K
Nautilus Advisors LLC 0.16% No change 4,854 $241K
Hopwood Nicholas Hunter 0.08% — 4,849 $241K
First City Capital Management, Inc. 0.13% Reduce -17.8% 4,831 $240K
Castle Wealth Management LLC 0.08% Add +53.9% 4,815 $239K
Beese Fulmer Investment Management, Inc. 0.02% Add +32.5% 4,814 $239K
Mach-1 Financial Group, LLC 0.05% New 4,808 $239K
NerdWallet Wealth Partners, LLC 0.11% Add +0.1% 4,807 $239K
Amplius Wealth Advisors, LLC 0.02% New 4,806 $239K
Whelan Financial 0.07% Add +3.5% 4,801 $238K
Knightsbridge Asset Management, LLC 0.04% Add +23.1% 4,750 $236K
Symphony Financial, Ltd. Co. 0.03% Add +7.5% 4,736 $235K
GatePass Capital, LLC 0.12% Add +13.9% 4,738 $235K
Artesa Financial Group, LLC 0.24% — 4,737 $235K
Westmount Partners, LLC 0.06% Reduce -11.5% 4,736 $235K
Fishman Jay A Ltd. 0.02% No change 4,735 $235K
Quantum Portfolio Management LLC 0.10% Reduce -39.5% 4,731 $235K
Quadrant Capital Group LLC 0.01% Add +45.1% 4,719 $234K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -11.1% 4,715 $234K
Safeguard Investment Advisory Group, LLC 0.06% Add +6.9% 4,690 $233K
Financial Planning Navigators CORP 0.11% — 4,656 $231K
Zuckerman Investment Group, LLC 0.02% Reduce -64.0% 4,652 $231K
Cadia Private Client LLC 0.18% — 4,642 $230K
American Financial Advisors, LLC 0.03% Add +5.9% 4,639 $230K
Alliance Wealth Advisors, LLC 0.11% Add +3.4% 4,632 $230K
K.J. Harrison & Partners Inc 0.03% Reduce -86.9% 4,628 $230K
MRA Advisory Group 0.10% Reduce -38.6% 4,622 $229K
XY Planning Network, Inc. 0.04% Add +21.8% 4,607 $229K
Ceera Investments, LLC 0.09% Add +20.3% 4,600 $228K
Legacy Financial Group, Inc. 0.06% Add +31.5% 4,600 $228K
Ellenbecker Investment Group 0.03% Add +44.3% 4,593 $228K
Howland Capital Management LLC 0.01% Reduce -68.8% 4,585 $228K
Thompson David Blair 0.13% — 4,577 $227K
Synergy Investment Management, LLC 0.08% New 4,573 $227K
Valmark Advisers, Inc. 0.00% Add +13.6% 4,566 $227K
Nadler Financial Group, Inc. 0.02% New 4,556 $226K
SageView Advisory Group, LLC 0.01% Add +0.1% 4,528 $225K
Helium Advisors LLC 0.23% Add +45.2% 4,527 $225K
Swisher Financial Concepts, Inc. 0.13% Reduce -7.3% 4,525 $225K
COFG Advisors, LLC 0.06% — 4,523 $225K
Bare Financial Services, Inc 0.06% Add +1.6% 4,522 $225K
SeaBridge Investment Advisors LLC 0.04% New 4,496 $223K
Matisse Capital 0.10% Reduce -12.6% 4,496 $223K
Promethium Advisors,llc 0.12% Add +3.0% 4,490 $223K
Verdence Capital Advisors LLC 0.01% Reduce -5.5% 4,490 $223K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +7.0% 4,484 $223K
Patriot Financial Group Insurance Agency, LLC 0.03% New 4,476 $222K
TCI Wealth Advisors, Inc. 0.01% Add +34.3% 4,467 $222K
ORBA Wealth Advisors, L.L.C. 0.19% New 4,454 $221K
Ancora Advisors LLC 0.00% Reduce -14.7% 4,452 $221K
Emory University 0.14% No change 4,450 $221K
Rollins Financial Advisors, LLC 0.03% Reduce -11.0% 4,448 $221K
WoodTrust Financial Corp 0.03% No change 4,432 $220K
Shepherd Financial Partners LLC 0.02% New 4,420 $219K
First United Bank & Trust 0.07% Reduce -75.2% 4,419 $219K
Presidio Capital Management, LLC 0.07% Add +17.9% 4,419 $219K
Regency Capital Management Inc.\DE 0.09% Reduce -46.6% 4,410 $219K
PUREfi Wealth, LLC 0.17% Add +10.0% 4,400 $218K
Segment Wealth Management, LLC 0.01% New 4,400 $218K
Bernardo Wealth Planning LLC 0.04% Add +9.5% 4,389 $218K
Family Office Research LLC 0.09% Reduce -58.7% 4,401 $217K
Primoris Wealth Advisors, LLC 0.13% Add +15.9% 4,372 $217K
Beacon Bank & Trust 0.04% No change 4,366 $217K
Enzi Wealth 0.08% No change 3,909 $217K
Rosenberg Matthew Hamilton 0.04% Add +3.7% 4,346 $216K
Trust Co. of Vermont 0.01% Add +6.7% 4,334 $215K
Tectonic Advisors LLC 0.01% No change 4,331 $215K
Childress Capital Advisors, LLC 0.03% New 4,322 $215K
Fragasso Financial Advisors Inc 0.01% Add +0.6% 4,316 $214K
Shelter Rock Management, LLC 0.21% — 4,309 $214K
Mattern Wealth Management LLC 0.04% No change 4,306 $214K
Myecfo, LLC 0.09% New 4,304 $214K
Tobias Financial Advisors, Inc. 0.03% Add +4.9% 4,304 $214K
Glaxis Capital Management, LLC 0.37% Reduce -92.6% 4,300 $213K
Channel Wealth LLC 0.05% Add +5.7% 4,293 $213K
Woodmont Investment Counsel LLC 0.01% New 4,284 $213K
Cadent Capital Advisors, LLC 0.06% Add +13.7% 4,276 $212K
Optas, LLC 0.03% No change 4,272 $212K
Glenview Trust Co 0.00% Add +33.3% 4,266 $212K
Debussy Capital Management LP 0.03% Reduce -32.9% 4,256 $211K
Saxony Capital Management, LLC 0.13% New 4,254 $211K
55 North Private Wealth, LLC 0.06% — 4,250 $211K
Intellectus Partners, LLC 0.04% New 4,241 $211K
DecisionPoint Financial, LLC 0.05% Add +1.5% 4,238 $210K
Armstrong Advisory Group, Inc. 0.01% No change 4,227 $210K
Welch Group, LLC 0.01% Reduce -6.6% 4,224 $210K
Pacific Asset Management, LLC 0.13% New 4,222 $210K
Investment Advisory Group, LLC 0.05% Add +16.8% 4,202 $209K
Financial Partners Group, Inc 0.02% New 4,367 $207K
Ground Swell Capital, LLC 0.43% New 4,157 $206K
Diligent Investors, LLC 0.05% Add +5.7% 4,153 $206K
Allen Mooney & Barnes Investment Advisors LLC 0.03% New 4,153 $206K
Stone House Investment Management, LLC 0.03% Reduce -19.0% 4,148 $206K
DMC Group, LLC 0.14% Reduce -28.9% 4,147 $206K
Yarger Wealth Strategies, LLC 0.09% New 4,147 $206K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.07% Add +23.2% 4,145 $206K
Washington Growth Strategies LLC 0.13% No change 4,111 $204K
Parsons Capital Management Inc. 0.01% New 4,097 $203K
Strong Retirement Solutions LLC 0.14% — 4,091 $203K
Future Financial Wealth Managment LLC 0.14% Add +31.1% 4,000 $203K
TLS Advisors LLC 0.65% New 4,087 $203K
Advisor OS, LLC 0.02% Reduce -19.7% 4,085 $203K
Empire Financial Management Company, LLC 0.04% Add +9.4% 4,079 $203K
William Howard & Co Financial Advisors Inc 0.17% Add +12.0% 4,076 $202K
Kelleher Financial Advisors 0.05% Add +40.5% 4,073 $202K
Lewis Asset Management, LLC 0.08% New 4,068 $202K
South Shore Capital Advisors 0.15% — 4,066 $202K
Canvas Wealth Advisors, LLC 0.03% New 4,065 $202K
Oasis Advisors, LLC 0.11% — 4,063 $202K
Austin Wealth Management, LLC 0.03% Reduce -76.5% 3,913 $202K
Total Wealth Planning & Management, Inc. 0.16% — 4,048 $201K
MinichMacGregor Wealth Management, LLC 0.04% Add +8.3% 4,039 $201K
Miller Financial Services LLC 0.23% New 4,035 $200K
Franchise GP Ltd 0.22% — 3,993 $199K
Smallwood Wealth Investment Management, LLC 0.10% Add +526.1% 4,001 $199K
IMG Wealth Management, Inc. 0.12% No change 3,840 $191K
Strategic Advocates LLC 0.05% Reduce -16.0% 3,813 $190K
Beaird Harris Wealth Management, LLC 0.01% Add +40.2% 3,664 $182K
Titan Wealth (CI) Ltd 0.07% — 3,664 $182K
Leverty Financial Group, LLC 0.04% Add +7.2% 3,656 $182K
Bogart Wealth, LLC 0.01% Add +87.6% 3,630 $180K
Glen Eagle Advisors, LLC 0.02% Add +13.3% 3,603 $179K
Winch Advisory Services, LLC 0.04% No change 3,537 $176K
Mechanics Financial Corp 0.06% No change 3,500 $174K
Colonial Trust Co / SC 0.02% No change 3,500 $174K
Sankala Group LLC 0.14% — 4,542 $169K
Valley National Advisers Inc. 0.02% Reduce -19.8% 3,321 $164K
Avion Wealth 0.03% Add +328400.0% 3,285 $163K
REAP Financial Group, LLC 0.03% Add +327.5% 3,266 $162K
Bfsg, LLC 0.02% Add +9.4% 3,235 $161K
Parkside Financial Bank & Trust 0.01% Add +81.6% 3,233 $161K
First Horizon Corp. 0.01% No change 3,150 $156K
Financial Consulate, Inc. 0.02% Add +28.7% 3,141 $156K
Private Wealth Management Group, LLC 0.04% Add +13.6% 3,117 $155K
Chesapeake Asset Management LLC 0.13% Add +82.2% 3,109 $154K
Root Financial Partners, LLC 0.01% Reduce -18.4% 3,039 $151K
Toronto Dominion Bank 0.00% No change 3,000 $149K
Quent Capital, LLC 0.01% Add +101.6% 2,977 $148K
Indiana Trust & Investment Management Co 0.04% Add +51.1% 2,955 $147K
Vermillion Wealth Management, Inc. 0.06% Add +51.9% 2,928 $145K
Dagco, Inc. 0.03% New 2,830 $141K
Entrust Financial LLC 0.10% — 2,783 $138K
Lanark Financial, Inc. 0.01% Add +22.2% 2,761 $137K
Orion Capital Management LLC 0.05% Add +83.1% 2,754 $137K
Quaker Wealth Management, LLC 0.04% Reduce -73.4% 2,724 $135K
Gold Investment Management Ltd. 0.04% No change 2,723 $135K
Ameriflex Group, Inc. 0.07% Add +1733.1% 2,713 $135K
Nemes Rush Group LLC 0.01% Add +59.7% 2,710 $135K
Arcadia Investment Management Corp. 0.02% Add +136.4% 2,600 $129K
Edmond DE Rothschild Holding S.A. 0.00% Add +101.4% 2,598 $129K
Luminist Capital LLC 0.16% Add +48.9% 2,573 $128K
Rockefeller Capital Management L.P. 0.00% Add +31.1% 2,566 $127K
Cedar Mountain Advisors, LLC 0.02% Add +7.5% 2,556 $127K
Team Financial Group, LLC 0.06% Add +126.0% 2,524 $125K
Grove Bank & Trust 0.01% Add +136.8% 2,510 $125K
Caldwell Trust Co 0.01% Add +67.3% 2,509 $125K
Missouri Trust & Investment Co 0.04% Add +212.5% 2,500 $124K
Atwood & Palmer Inc. 0.01% Reduce -21.0% 2,450 $122K
Winthrop Capital Management, LLC 0.03% Add +85.2% 2,394 $119K
RMG Wealth Management LLC 0.02% Add +32.9% 2,151 $118K
Global Wealth Strategies & Associates 0.03% Add +3.4% 2,343 $116K
Wilkerson Advisory Group LLC 0.04% — 2,321 $115K
Gen-Wealth Partners Inc 0.04% No change 2,310 $115K
Wealth Preservation Advisors, LLC 0.06% Add +13.8% 2,303 $114K
Bernard Wealth Management Corp. 0.05% No change 2,300 $114K
Horrell Capital Management, Inc. 0.05% Add +0.3% 2,257 $112K
Lloyd Advisory Services, LLC. 0.04% New 2,179 $108K
Coastline Trust Co 0.01% Add +360.4% 2,164 $107K
Fairway Wealth LLC 0.03% No change 2,158 $107K
Pittenger & Anderson Inc. 0.00% Reduce -64.9% 2,111 $105K
HM Payson & Co. 0.00% No change 2,076 $103K
Dunhill Financial, LLC 0.03% No change 2,065 $103K
Cullen/Frost Bankers, Inc. 0.00% No change 2,040 $101K
Evolution Wealth Management Inc. 0.08% Add +10.7% 2,031 $101K
Bruce G. Allen Investments, LLC 0.07% No change 2,030 $101K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +125.6% 2,030 $101K
Austin Private Wealth, LLC 0.01% Add +5.9% 1,946 $97K
Johnson Financial Group, Inc. 0.00% Reduce -34.1% 1,910 $95K
City Holding Co. 0.01% Add +3.1% 1,880 $93K
Innovative Advisory Group, LLC 0.06% Reduce -1.0% 1,835 $91K
Laurel Wealth Advisors LLC 0.01% New 1,820 $90K
Vestor Capital, LLC 0.01% Reduce -50.9% 894 $90K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,735 $86K
Measured Wealth Private Client Group, LLC 0.02% Add +4.1% 1,729 $86K
CENTRAL TRUST Co 0.00% Add +59.8% 1,700 $84K
Kingdom Financial Group LLC. 0.03% New 1,696 $84K
Triumph Capital Management 0.02% New 1,692 $84K
EMC Capital Management 0.04% No change 1,643 $84K
CX Institutional 0.00% Add +5.0% 1,687 $84K
Game Plan Financial Advisors, LLC 0.04% Reduce -22.0% 1,659 $82K
Imprint Wealth LLC 0.37% Add +77.2% 1,609 $80K
Fairman Group, LLC 0.06% No change 1,571 $78K
Horizons Wealth Management 0.05% No change 1,553 $77K
Smithfield Trust Co 0.00% No change 1,506 $75K
Luken Investment Analytics, LLC 0.03% Add +50.0% 1,500 $74K
LM Advisors LLC 0.29% Reduce -91.6% 3,694 $74K
Financial Perspectives, Inc 0.02% Add +1078.4% 1,473 $73K
Elyxium Wealth, LLC 0.02% Reduce -88.0% 1,449 $72K
LGT Financial Advisors LLC 0.44% Reduce -15.7% 1,447 $72K
Capital Analysts, LLC 0.00% Reduce -46.5% 1,433 $71K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -50.1% 1,422 $71K
Elevated Capital Advisors, LLC 0.02% New 1,399 $69K
SWAN Capital LLC 0.03% Add +39.4% 1,394 $69K
Cornerstone National Bank & Trust Co 0.03% No change 1,355 $67K
Main Management LLC 0.00% No change 1,350 $67K
Hantz Financial Services, Inc. 0.00% Add +272.0% 1,328 $66K
Burkett Financial Services, LLC 0.02% No change 1,295 $64K
Safe Harbor Fiduciary, LLC 0.06% — 1,270 $63K
New England Capital Financial Advisors LLC 0.02% Add +17.4% 1,265 $63K
Meramec Financial Planners, LLC 0.02% — 1,548 $61K
IFC & Insurance Marketing, Inc. 0.06% — 1,219 $61K
Strategic Investment Solutions, Inc. 0.01% Reduce -95.9% 1,214 $60K
LFA - Lugano Financial Advisors SA 0.03% Add +48.2% 1,193 $59K
Wellington Shields & Co., LLC 0.01% Reduce -66.0% 1,189 $59K
Bank of New Hampshire 0.01% No change 1,182 $59K
GoalVest Advisory LLC 0.01% Add +21.8% 1,146 $57K
Ankerstar Wealth, LLC 0.06% — 1,128 $56K
Bangor Savings Bank 0.00% No change 1,103 $55K
Stephens Consulting, LLC 0.02% Add +0.1% 1,101 $55K
Acumen Wealth Advisors, LLC 0.02% — 1,098 $55K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -25.3% 1,095 $54K
GPS Wealth Strategies Group, LLC 0.05% Reduce -50.6% 1,073 $53K
Elevation Wealth Partners, LLC 0.02% Add +764.8% 1,055 $52K
Barrett & Company, Inc. 0.02% No change 1,055 $52K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,053 $52K
Perkins Coie Trust Co 0.01% No change 1,045 $52K
Wolff Wiese Magana LLC 0.03% Add +1.9% 1,039 $52K
Compass Financial Services Inc 0.02% Reduce -71.3% 1,025 $51K
Cresta Advisors, Ltd. 0.02% New 1,020 $51K
Richardson Capital Management LLC 0.03% Add +341.4% 1,002 $50K
Islay Capital Management, LLC 0.03% No change 1,000 $50K
Vision Retirement, LLC 0.01% — 1,000 $50K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,000 $50K
VSM Wealth Advisory, LLC 0.01% New 967 $48K
Evermay Wealth Management LLC 0.01% No change 950 $47K
Gilpin Wealth Management, LLC 0.04% — 927 $46K
Millstone Evans Group, LLC 0.03% Add +29.1% 924 $46K
Medallion Wealth Advisors, LLC 0.02% Add +27.4% 922 $46K
CNB Bank 0.02% No change 903 $45K
Union Savings Bank 0.02% — 903 $45K
Front Row Advisors LLC 0.01% Reduce -21.7% 900 $45K
Park Place Capital Corp 0.01% No change 891 $44K
Vision Financial Markets LLC 0.05% Add +44.8% 889 $44K
Coston, McIsaac & Partners 0.01% Reduce -93.8% 910 $44K
Curio Wealth, LLC 0.02% New 889 $44K
GW&K Investment Management, LLC 0.00% No change 857 $43K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +130.7% 856 $43K
Arlington Trust Co LLC 0.00% No change 850 $42K
Kohmann Bosshard Financial Services, LLC 0.00% New 850 $42K
HighMark Wealth Management LLC 0.02% Reduce -5.6% 850 $42K
McIlrath & Eck, LLC 0.00% No change 849 $42K
GHP Investment Advisors, Inc. 0.00% Add +15.8% 838 $42K
SHP Wealth Management 0.00% — 834 $41K
Boyd Watterson Asset Management LLC 0.01% No change 830 $41K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +239.7% 822 $41K
Graney & King, LLC 0.02% No change 812 $40K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +26.7% 803 $40K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 801 $40K
Tripletail Wealth Management, LLC 0.05% New 800 $40K
Heritage Wealth Advisors 0.00% Add +101.3% 795 $39K
Harbor Asset Planning, Inc. 0.03% No change 788 $39K
TD Capital Management LLC 0.00% No change 781 $39K
Sound Income Strategies, LLC 0.00% Reduce -40.0% 711 $39K
IFS Advisors, LLC 0.02% Add +198.1% 775 $38K
Cary Street Partners Investment Advisory LLC 0.01% Add +12.9% 736 $37K
Global Trust Asset Management, LLC 0.01% Add +15.9% 730 $36K
Strengthening Families & Communities, LLC 0.01% New 724 $36K
WFA of San Diego, LLC 0.02% Reduce -4.3% 670 $33K
Birchwood Financial Partners, Inc. 0.03% — 666 $33K
Guardian Financial Partners, LLC 0.01% New 651 $32K
Prestige Wealth Management Group LLC 0.01% No change 649 $32K
American Capital Advisory, LLC 0.01% Reduce -0.6% 642 $32K
Three Bearings Fiduciary Advisors, Inc. 0.03% — 664 $32K
Highline Wealth Partners LLC 0.01% Add +24.0% 620 $31K
Hughes Financial Services, LLC 0.00% Add +19.3% 619 $31K
Caitlin John, LLC 0.02% Reduce -89.6% 613 $30K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -76.4% 600 $30K
Fairscale Capital, LLC 0.02% No change 590 $29K
American National Bank & Trust 0.00% No change 576 $29K
Davis Capital Management 0.02% No change 572 $28K
PFS Partners, LLC 0.01% Add +23.1% 532 $26K
Vermillion & White Wealth Management Group, LLC 0.01% Add +637.5% 531 $26K
Anchor Investment Management, LLC 0.00% Add +16.7% 525 $26K
Key Capital Management, INC 0.03% — 522 $26K
Sfam, LLC 0.02% — 516 $26K
Signature Resources Capital Management, LLC 0.01% Reduce -9.3% 507 $25K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +12500.0% 504 $25K
Covestor Ltd 0.01% Reduce -10.2% 477 $24K
MPWM Advisory Solutions, LLC 0.01% Reduce -5.1% 483 $24K
JFS Wealth Advisors, LLC 0.00% No change 482 $24K
West Branch Capital LLC 0.01% New 479 $24K
1620 Investment Advisors, Inc. 0.02% No change 475 $24K
Founders Capital Management 0.01% No change 469 $23K
Garner Asset Management Corp 0.01% New 469 $23K
Roble, Belko & Company, Inc 0.00% Add +2.4% 470 $23K
Kilter Group LLC 0.01% Add +15.0% 460 $23K
Tidemark, LLC 0.01% No change 449 $22K
Financial Network Wealth Advisors LLC 0.02% No change 447 $22K
Natixis 0.00% Reduce -2.8% 445 $22K
NCP Inc. 0.02% New 421 $21K
Brown, Lisle/Cummings, Inc. 0.00% No change 400 $20K
Sachetta, LLC 0.01% No change 384 $19K
Scarborough Advisors, LLC 0.00% Add +9.9% 379 $19K
Avalon Trust Co 0.00% No change 375 $19K
Nalls Sherbakoff Group, LLC 0.01% No change 369 $18K
MCF Advisors LLC 0.00% Add +9125.0% 369 $18K
Albion Financial Group 0.00% Add +53.4% 359 $18K
St. Johns Investment Management Company, LLC 0.01% No change 355 $18K
DHJJ Financial Advisors, Ltd. 0.01% Add +5.4% 354 $18K
First Community Trust NA 0.01% No change 352 $17K
MTM Investment Management, LLC 0.01% No change 347 $17K
Midwest Capital Advisors, LLC 0.01% No change 333 $17K
MidFirst Bank 0.00% — 331 $16K
Lavaca Capital LLC 0.00% Reduce -87.5% 329 $16K
Provenance Wealth Advisors, LLC 0.00% No change 328 $16K
Fourth Dimension Wealth, LLC 0.01% Add +116.7% 325 $16K
Winnacle Wealth LLC 0.01% New 314 $16K
Optima Capital LLC 0.01% New 309 $15K
First Pacific Financial 0.00% New 302 $15K
Trust Co 0.00% New 300 $15K
Godfrey Financial Associates, Inc. 0.01% — 295 $15K
Morgan Dempsey Capital Management LLC 0.01% Reduce -77.8% 285 $14K
Valued Wealth Advisors LLC 0.01% Add +33.2% 281 $14K
Key Financial Inc 0.00% New 280 $14K
Bulwark Capital Corp 0.01% Add +10.3% 267 $13K
Inlight Wealth Management, LLC 0.00% Add +1333.3% 258 $13K
Sittner & Nelson, LLC 0.00% Add +41.9% 322 $13K
Breakwater Investment Management 0.00% No change 253 $13K
NBT Bank, N.A. 0.00% Reduce -23.1% 50 $12K
Hartford Financial Management Inc. 0.00% No change 235 $12K
FMR LLC 0.00% Reduce -27.3% 234 $12K
Essential Partners LLC 0.00% Add +16.5% 233 $12K
Friedenthal Financial 0.01% No change 220 $11K
Crews Bank & Trust 0.00% Add +49.6% 202 $10K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 193 $10K
Morton Brown Family Wealth, LLC 0.00% No change 200 $10K
CoreCap Advisors, LLC 0.00% Reduce -60.2% 198 $10K
Creative Financial Designs Inc. 0.00% Add +875.0% 195 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $10K
Milestone Investment Advisors LLC 0.00% New 189 $9K
Aventus Investment Advisors, Inc. 0.01% New 188 $9K
New Millennium Group LLC 0.00% No change 187 $9K
Westside Investment Management, Inc. 0.00% No change 185 $9K
McGuire Capital Advisors Inc. 0.01% — 175 $9K
Abound Wealth Management 0.00% Add +22.5% 174 $9K
Keystone Financial Group, Inc. 0.00% New 173 $9K
Walsh & Associates, LLC 0.01% — 165 $8K
Investment Research & Advisory Group, Inc. 0.00% No change 161 $8K
1 North Wealth Services LLC 0.00% No change 160 $8K
JDM Financial Group LLC 0.00% No change 155 $8K
Alerus Financial NA 0.00% Reduce -97.4% 148 $7K
Hamrick Investment Counsel, llc 0.01% — 140 $7K
Jessup Wealth Management, Inc 0.00% New 140 $7K
Tradewinds Capital Management, LLC 0.00% Reduce -9.3% 136 $7K
Hilton Head Capital Partners, LLC 0.00% — 132 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 126 $6K
IMA Advisory Services, Inc. 0.00% New 126 $6K
Mb, Levis & Associates, LLC 0.00% No change 125 $6K
Pension & Wealth Management Advisors, Inc. 0.00% Add +129.6% 124 $6K
Private Trust Co. NA 0.00% Add +25.0% 115 $6K
Msrh, LLC 0.01% — 102 $5K
Lodestone Wealth Management LLC 0.00% New 101 $5K
Minot DeBlois Advisors LLC 0.00% No change 100 $5K
RHL Group, LLC 0.00% — 100 $5K
GAMMA Investing LLC 0.00% No change 100 $5K
Collier Financial 0.00% No change 96 $5K
Bear Mountain Capital, Inc. 0.00% No change 84 $5K
Redwood Park Advisors LLC 0.00% No change 85 $4K
Clearstead Trust, LLC 0.00% No change 84 $4K
Ravenstone Capital Management Inc. 0.00% No change 80 $4K
Raleigh Capital Management Inc. 0.00% No change 80 $4K
Sterling Capital Management LLC 0.00% Reduce -62.2% 73 $4K
MV Capital Management, Inc. 0.00% New 71 $4K
TFC Financial Management, Inc. 0.00% No change 57 $3K
Roxbury Financial LLC 0.00% No change 57 $3K
Concord Wealth Partners 0.00% Reduce -95.5% 45 $2K
Centerpoint Advisors, LLC 0.00% No change 45 $2K
First PREMIER Bank 0.00% No change 50 $2K
Networth Advisors, LLC 0.00% — 37 $2K
Ares Financial Consulting, LLC 0.00% — 31 $2K
Creative Capital Management Investments LLC 0.00% Add +500.0% 30 $1K
CBIZ Investment Advisory Services, LLC 0.00% New 30 $1K
Tanglewood Legacy Advisors, LLC 0.00% Add +107.1% 29 $1K
Trust Co. of Toledo NA 0.00% No change 29 $1K
Clarity Asset Management, Inc. 0.00% No change 28 $1K
High Point Wealth Management, LLC 0.00% — 17 $852
Chelsea Counsel Co. 0.00% No change 15 $745
Duncker Streett & Co. Inc. 0.00% No change 15 $745
Rialto Wealth Management, LLC 0.00% No change 11 $547
Financially Speaking Inc 0.00% New 11 $546
Berkshire Capital Holdings Inc. 0.00% No change 10 $497
Costello Asset Management, INC 0.00% No change 10 $497
Robbins Farley 0.00% No change 9 $447
Noble Wealth Management PBC 0.00% New 5 $248
Planning Project LLC 0.00% — 4 $199
Align Financial, LLC 0.00% — 199 $199
Bullock Wealth Management Group 0.00% — 3 $149
Toth Financial Advisory Corp. 0.00% Reduce -99.8% 2 $100

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