iShares Bitcoin Trust ETFIBITETF

13F holders, Q1 2026 (March 31)
1,555holders −112
132new positions
247sold out
8famous investors
$38.45avg. 13F price*

At the end of Q1 2026, 1,555 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, down 112 from Q4 2025. 132 opened new positions and 247 sold out. The largest holders were Brevan Howard Capital Management LP ($933.8M), Millennium Management ($741.0M) and Avenir Tech Ltd ($702.2M). 8 famous investors held it, including Israel Englander (0.6% of Millennium Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions132$236.6M
Exits247$1.6B

All 13F filers, Q4 2025 → Q1 2026: 67,576,791 shares bought and 105,273,269 shares sold, net −37,696,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,555 holders

Brevan Howard Capital Management LP 9.63% Add +338.0% 24,304,788 $933.8M
Millennium Management 0.58% Reduce -43.8% 19,287,318 $741.0M
Avenir Tech Ltd 88.94% Reduce -0.1% 18,276,100 $702.2M
Goldman Sachs Group Inc. 0.09% Reduce -13.1% 17,985,051 $691.0M
Morgan Stanley 0.04% Add +28.4% 17,263,778 $663.3M
Mubadala Investment Co PJSC 2.76% Add +15.9% 14,721,917 $565.6M
BlackRock, Inc. 0.01% Add +9.7% 14,009,304 $538.2M
Abu Dhabi Investment Council Co P.J.S.C 32.39% — 8,218,712 $315.8M
JPMorgan Chase & Co. 0.02% Add +174.2% 8,302,691 $312.8M
Galaxy Digital Inc. 45.11% — 7,464,076 $286.8M
Laurore Ltd 100.00% Reduce -22.1% 6,846,279 $263.0M
Wells Fargo & Company 0.05% Reduce -1.1% 6,504,160 $249.9M
D. E. Shaw & Co. 0.20% Add +33.2% 6,260,451 $240.5M
Jane Street Group, LLC 0.25% Reduce -71.1% 5,872,212 $225.6M
Marex Group Ltd 2.15% Reduce -29.5% 5,393,672 $207.2M
Barclays PLC 0.06% Reduce -14.8% 4,501,220 $172.9M
IMC-Chicago, LLC 2.52% Add +153.6% 4,332,641 $166.5M
Walleye Capital LLC 1.11% Add +282.4% 4,317,555 $165.9M
Macquarie Group Ltd. 0.95% Reduce -19.3% 4,138,518 $159.0M
NEOS Investment Management LLC 0.68% Add +62.3% 3,490,675 $134.1M
HRTG Gpe, LLC 15.99% Add +43.2% 3,250,731 $124.9M
LPL Financial LLC 0.03% Add +8.3% 3,227,395 $124.0M
Mariner Investment Group LLC 61.90% Add +45.8% 3,129,352 $120.2M
Harvard Management Co. Inc. 6.44% Reduce -43.1% 3,044,612 $117.0M
Schonfeld Strategic Advisors LLC 0.74% Reduce -71.0% 2,353,578 $90.4M
Weiss Asset Management LP 2.25% Reduce -70.8% 2,280,228 $87.6M
Pine Ridge Advisers LLC 6.12% Add +0.7% 2,243,827 $86.2M
Consolidated Portfolio Review Corp 7.51% No change 2,142,185 $82.3M
Texas Capital Bank Wealth Management Services Inc 4.63% No change 2,032,648 $78.1M
Hudson Bay Capital Management LP 0.49% Add +64.7% 1,878,262 $72.2M
Pinpoint Asset Management (Singapore) Pte. Ltd. 19.40% No change 1,787,571 $68.7M
Walleye Trading LLC 1.38% Add +18.0% 1,750,103 $67.2M
Cerity Partners LLC 0.10% Add +51.2% 1,746,165 $67.1M
Pilgrim Partners Asia Pte Ltd 28.11% Add +237.9% 1,734,300 $66.6M
Susquehanna International Group, LLP 0.08% Reduce -56.6% 1,702,988 $65.4M
ParaFi Capital LP 20.13% Reduce -0.9% 1,461,145 $56.1M
Wealthfront Advisers LLC 0.12% Add +30.8% 1,460,531 $56.1M
Copperwood Asset Management LP 100.00% Reduce -15.7% 1,415,467 $54.4M
Nearwater Capital Markets, Ltd 1.26% No change 1,384,800 $53.2M
Cresset Asset Management, LLC 0.22% Add +37.3% 1,327,047 $51.0M
Fortress Investment Group LLC 12.99% No change 1,325,000 $50.9M
HighTower Advisors, LLC 0.05% Add +54.4% 1,324,984 $50.9M
Cetera Investment Advisers 0.05% Add +25.3% 1,296,500 $49.8M
Citadel Advisors 0.04% Reduce -68.3% 1,275,680 $49.0M
Belvedere Trading LLC 6.54% Add +86.0% 1,275,474 $49.0M
Mint Tower Capital Management B.V. 10.07% Add +379.7% 1,205,900 $46.3M
Ovata Capital Management Ltd 6.36% No change 1,142,805 $43.9M
Betterment LLC 0.08% Reduce -4.5% 1,140,586 $43.8M
Patient Capital Management, LLC 1.58% New 1,100,000 $42.3M
Harvest Portfolios Group Inc. 0.63% Add +15.3% 991,429 $38.1M
Financial Engines Advisors L.L.C. 0.08% Add +24.4% 977,599 $37.6M
Bank of America Corp. 0.00% Add +35.3% 972,590 $37.4M
Mariner, LLC 0.04% Add +2.6% 951,784 $36.6M
Graham Capital Management, L.P. 1.61% Reduce -40.2% 925,862 $35.6M
Allen Investment Management, LLC 0.42% Reduce -0.4% 892,298 $34.3M
Horizon Kinetics Asset Management LLC 0.33% Reduce -0.4% 793,343 $30.5M
Cambridge Investment Research Advisors, Inc. 0.08% Add +7.0% 775,848 $29.8M
Rising Stella Capital Pte. Ltd 13.95% Add +99.3% 775,735 $29.8M
Squarepoint Ops LLC 0.06% Add +77.8% 755,676 $29.0M
Envestnet Asset Management Inc. 0.01% Add +39.8% 741,179 $28.5M
Corient Private Wealth LP 0.04% Add +22.9% 797,729 $28.5M
Kaleidoscope Capital LP 10.52% Add +34.8% 711,376 $27.3M
Simplify Asset Management Inc. 0.41% Reduce -11.9% 700,000 $26.9M
Foundations Investment Advisors, LLC 0.33% Add +27.5% 694,028 $26.7M
Allen Operations LLC 3.84% No change 670,200 $25.7M
WINTON GROUP Ltd 0.89% Reduce -58.8% 661,277 $25.4M
Garda Capital Partners LP 65.35% New 661,085 $25.4M
Acorn Financial Advisory Services Inc. 3.47% Add +10.9% 658,879 $25.3M
Cantor Fitzgerald, L. P. 0.92% Add +5.4% 657,759 $25.3M
Verde Servicos Internacionais S.A. 7.72% Reduce -50.6% 655,774 $25.2M
Intesa Sanpaolo S.p.A. 1.56% Add +37.5% 646,809 $24.9M
Discovery Capital Management, LLC / CT 1.29% Add +9331.9% 643,725 $24.7M
MML Investors Services, LLC 0.07% Add +7.8% 630,889 $24.2M
Magnus Financial Group LLC 1.98% Add +104.8% 630,574 $24.2M
US Bancorp \de 0.03% Reduce -10.0% 621,117 $23.9M
Commonwealth Equity Services, LLC 0.03% Add +0.4% 616,819 $23.7M
Titan Global Capital Management USA LLC 3.39% Reduce -4.5% 592,761 $22.8M
Parkwood LLC 2.01% Add +49.5% 589,000 $22.6M
SIH Partners, LLLP 0.69% Add +594.3% 586,760 $22.5M
Tudor Investment Corporation 0.12% Add +0.4% 579,083 $22.2M
PPSC Investment Service Corp 1.72% Add +19.9% 566,000 $21.7M
Oxler Private Wealth LLC 6.68% Add +0.3% 555,190 $21.3M
Marcho Partners LLP 16.60% Add +37.3% 534,900 $20.6M
Creative Planning 0.01% Add +13.9% 514,207 $19.8M
Ardmore Road Asset Management LP 1.26% Add +79.1% 500,000 $19.2M
Balyasny Asset Management L.P. 0.04% Reduce -61.7% 497,293 $19.1M
Qube Research & Technologies Ltd 0.03% Add +236.7% 487,548 $18.7M
Himension Capital (singapore) Pte. LTD. 1.42% New 480,990 $18.5M
NewEdge Advisors, LLC 0.07% Add +6.9% 477,809 $18.4M
Steel Grove Capital Advisors, LLC 1.84% Reduce -0.1% 453,090 $17.4M
Encompass More Asset Management 2.72% Add +8.3% 420,278 $16.1M
AlTi Global, Inc. 0.35% Add +3.0% 407,581 $16.0M
GM Advisory Group, LLC 0.62% Add +1.0% 417,001 $16.0M
Osaic Holdings, Inc. 0.02% Add +7.3% 413,653 $15.9M
Cwm, LLC 0.04% Add +0.4% 404,067 $15.5M
Captrust Financial Advisors 0.03% Add +19.5% 399,855 $15.4M
Sanctuary Advisors, LLC 0.08% Reduce -35.9% 391,483 $15.0M
Strong Tower Advisory Services 2.75% Add +6.8% 379,872 $14.6M
Quantitative Investment Management, LLC 1.50% Reduce -56.9% 376,679 $14.5M
GenTrust, LLC 0.61% Add +0.2% 373,885 $14.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +42.6% 371,815 $14.3M
Moneta Group Investment Advisors LLC 0.11% Add +9.7% 369,629 $14.2M
PBCay One RSC Ltd 1.50% Reduce -20.6% 365,609 $14.0M
Spear Holdings RSC Ltd 1.50% Reduce -20.6% 365,608 $14.0M
UBS Group AG 0.00% Reduce -33.6% 364,371 $14.0M
Scotia Capital Inc. 0.06% Reduce -7.2% 361,196 $13.9M
Ritholtz Wealth Management 0.24% Add +3.3% 359,302 $13.8M
Janus Henderson Group PLC 0.01% Add +53.6% 350,390 $13.5M
Cibc World Market Inc. 0.02% Reduce -12.3% 350,149 $13.5M
Old National Bancorp 0.23% Add +59.5% 349,548 $13.4M
Focus Partners Wealth 0.01% Reduce -51.1% 337,257 $13.3M
Longitude (Cayman) Ltd. 11.60% Add +10.2% 346,000 $13.3M
Bleakley Financial Group, LLC 0.21% Reduce -18.2% 345,318 $13.3M
All-Stars Investment Ltd 6.36% No change 341,000 $13.1M
Renaissance Technologies 0.02% New 340,000 $13.1M
Fiduciary Alliance LLC 0.78% Reduce -5.8% 302,840 $12.9M
Zhang Financial LLC 0.44% Add +1.6% 332,302 $12.8M
Integrated Wealth Concepts LLC 0.10% Add +212.3% 327,608 $12.6M
Lalia Capital, LLC 7.95% No change 327,400 $12.6M
Aequim Alternative Investments LP 5.39% No change 325,000 $12.5M
SG Americas Securities, LLC 0.01% Add +3041.6% 314,596 $12.1M
Tidal Investments LLC 0.04% Reduce -53.8% 309,118 $11.9M
Kestra Advisory Services, LLC 0.04% Add +13.7% 307,657 $11.8M
Farringdon Capital, Ltd. 2.58% Add +29.4% 306,850 $11.8M
Lido Advisors, LLC 0.05% Reduce -11.8% 306,258 $11.8M
Lakewood Capital Management, LP 0.73% Reduce -25.6% 296,510 $11.4M
Sjbenen Advisory, LLC 9.19% Reduce -4.7% 285,600 $11.0M
LMR Partners LLP 0.13% New 281,393 $10.8M
Bayshore Capital Advisors, LLC 4.53% Add +63.2% 279,119 $10.7M
PEAK6 LLC 0.31% Add +91.5% 278,244 $10.7M
Quattro Financial Advisors LLC 3.23% Add +1.4% 276,835 $10.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +38.8% 273,628 $10.5M
Kamunting Street Capital Management, L.P. 5.69% Add +38.4% 270,181 $10.4M
BigSur Wealth Management LLC 2.89% Reduce -9.5% 268,401 $10.3M
Aristides Capital LLC 3.35% Reduce -17.9% 263,186 $10.1M
Verde Capital Management 2.16% Add +32.5% 262,459 $10.1M
Insigneo Advisory Services, LLC 0.72% Add +13.5% 261,236 $10.0M
Savvy Advisors, Inc. 0.27% Add +35.2% 259,787 $10.0M
Militia Capital Management LLC 2.19% — 254,938 $9.8M
Massar Capital Management, LP 1.92% Add +374.4% 250,000 $9.6M
Seeds Investor LLC 1.28% New 223,516 $9.4M
Fifth Third Bancorp 0.02% Add +126.5% 243,117 $9.3M
Private Advisor Group, LLC 0.04% Reduce -83.9% 241,543 $9.3M
Sara-Bay Financial 2.78% Reduce -2.8% 240,935 $9.3M
Verition Fund Management LLC 0.09% Reduce -87.1% 238,911 $9.2M
Assetmark, Inc. 0.02% Add +1.8% 238,867 $9.2M
KADENSA CAPITAL Ltd 1.26% Add +7.5% 236,048 $9.1M
VCI Wealth Management LLC 2.51% Add +54.9% 235,487 $9.0M
Equitable Holdings, Inc. 0.06% Reduce -6.0% 181,242 $9.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -42.1% 235,301 $8.9M
Humankind Investments LLC 5.09% New 232,000 $8.9M
Marathon Trading Investment Management LLC 2.67% Add +154.7% 231,515 $8.9M
Optiver Holding B.V. 0.33% New 230,736 $8.9M
HRT Financial LP 0.02% Add +97.2% 230,488 $8.9M
PNC Financial Services Group, Inc. 0.01% Reduce -56.1% 229,888 $8.8M
J. Safra Sarasin Holding AG 0.14% Add +52.9% 219,429 $8.4M
Proathlete Wealth Management LLC 2.33% Add +12.8% 216,802 $8.4M
Bank of Nova Scotia 0.01% New 214,370 $8.2M
Capital Advisors, Ltd. LLC 0.93% New 213,456 $8.2M
Brown University 8.02% No change 212,500 $8.2M
Ieq Capital, LLC 0.04% Reduce -64.4% 212,076 $8.1M
NewEdge Wealth, LLC 0.10% Reduce -61.2% 210,952 $8.1M
Arax Advisory Partners 0.23% Add +362.2% 200,239 $8.0M
Summit Financial, LLC 0.10% Reduce -21.5% 207,803 $8.0M
Independent Advisor Alliance 0.09% Add +2998.4% 207,127 $8.0M
Polar Asset Management Partners Inc. 0.26% Add +2.5% 205,682 $7.9M
Lifeworks Advisors, LLC 1.01% Add +23.0% 204,612 $7.9M
Corecam Pte. Ltd. 3.39% Add +12.3% 203,500 $7.8M
Trustees of Dartmouth College 3.08% No change 201,531 $7.7M
Texas Treasury Safekeeping Trust Co. 1.21% No change 197,844 $7.6M
Mutual Advisors, LLC 0.16% Add +5.6% 196,919 $7.6M
Addison Capital Co 1.34% Reduce -7.7% 196,402 $7.5M
Main Street Research LLC 0.44% Add +9.2% 196,085 $7.5M
Simplex Trading, LLC 0.23% Reduce -4.9% 193,026 $7.4M
Farther Finance Advisors, LLC 0.07% Add +3.6% 191,783 $7.4M
Merit Financial Group, LLC 0.05% Add +152.6% 186,954 $7.2M
Trek Financial, LLC 0.38% Reduce -2.1% 185,953 $7.1M
Kingsview Wealth Management, LLC 0.10% Add +19.8% 185,416 $7.1M
Quadrature Capital Ltd 0.08% New 183,508 $7.1M
Sapient Capital LLC 0.11% Reduce -2.2% 183,073 $7.0M
Sovran Advisors, LLC 0.55% Reduce -49.9% 160,753 $7.0M
TLT Family Holdco ULC 0.96% No change 180,000 $6.9M
VestGen Advisors, LLC 0.19% Add +33.1% 148,983 $6.8M
MAI Capital Management 0.04% Add +55.7% 175,822 $6.8M
Pekin Hardy Strauss, Inc. 0.70% Reduce -17.1% 173,210 $6.7M
Citigroup Inc. 0.00% New 171,618 $6.6M
Titleist Asset Management, LLC 0.50% Add +46.2% 171,551 $6.6M
Advisory Services Network, LLC 0.09% Add +15.9% 169,117 $6.5M
Compass Ion Advisors, LLC 0.62% Reduce -4.6% 168,943 $6.5M
IvyRock Asset Management (HK) Ltd 3.59% Reduce -33.1% 166,400 $6.4M
Evolution Wealth Advisors, LLC 0.65% Add +11.4% 165,570 $6.4M
Elequin Capital, LP 1.98% Add +491.2% 165,264 $6.3M
Modus Advisors, LLC 1.72% Add +38.1% 162,313 $6.2M
IHT Wealth Management, LLC 0.14% Add +3.9% 162,202 $6.2M
GFS Advisors, LLC 0.39% Add +145.8% 114,090 $6.0M
Axxcess Wealth Management, LLC 0.19% Reduce -30.8% 154,381 $5.9M
Brookstone Capital Management 0.07% Reduce -1.1% 153,975 $5.9M
Upper Left Wealth Management, LLC 3.43% Add +35.0% 151,374 $5.8M
Kingswood Wealth Advisors, LLC 0.28% Add +9.0% 151,252 $5.8M
Bienville Capital Management, LLC 1.10% Reduce -3.8% 151,202 $5.8M
Evercore Wealth Management, LLC 0.09% Add +23.4% 150,831 $5.8M
SkyBridge Capital II, LLC 43.85% Reduce -28.5% 149,916 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +64.9% 147,218 $5.7M
Signal Advisors Wealth, LLC 0.39% Reduce -4.4% 147,080 $5.7M
Cranbrook Wealth Management, LLC 1.15% Add +8.5% 146,714 $5.6M
Waverly Advisors, LLC 0.04% Add +107.5% 146,269 $5.6M
Estate Planners Group, LLC 2.69% Add +6.4% 145,728 $5.6M
Beacon Pointe Advisors, LLC 0.03% Reduce -25.1% 145,249 $5.6M
Alamea Verwaltungs GmbH 4.12% No change 144,892 $5.6M
Yarbrough Capital, LLC 0.19% Reduce -76.3% 142,284 $5.5M
Wealthspire Advisors, LLC 0.04% Add +13.7% 142,193 $5.5M
Truvestments Capital LLC 0.96% Add +9.9% 139,100 $5.3M
Bulltick Wealth Management, LLC 1.17% Add +44.0% 138,428 $5.3M
Dynasty Wealth Management, LLC 0.05% New 134,666 $5.2M
K2 Principal Fund, L.P. 1.57% Add +133.5% 133,822 $5.1M
Maytree Asset Management Ltd 3.63% Add +11.9% 133,689 $5.1M
Maripau Wealth Management LLC 2.25% Reduce -2.0% 133,140 $5.1M
Forte Asset Management LLC 2.24% Add +35.7% 132,895 $5.1M
Sepio Capital, LP 0.28% Add +51.3% 132,508 $5.1M
Spartan Wealth Advisory Services LLC 0.44% — 132,182 $5.1M
Dynamic Advisor Solutions LLC 0.16% Add +29.9% 131,997 $5.1M
Evoke Wealth, LLC 0.09% Add +9.1% 131,790 $5.1M
Pettinga Financial Advisors LLC 0.95% Add +10.2% 131,777 $5.1M
Perigon Wealth Management, LLC 0.09% Add +4.8% 129,810 $5.0M
First Trust Advisors LP 0.00% Reduce -10.3% 127,212 $4.9M
Palumbo Wealth Management LLC 1.18% Add +149.1% 126,068 $4.8M
AE Wealth Management LLC 0.03% Add +5.0% 125,551 $4.8M
Compound Planning, Inc. 0.15% Add +16.3% 125,229 $4.8M
Bellecapital International Ltd. 0.86% Add +37.3% 124,241 $4.8M
Financial Enhancement Group LLC 0.59% Add +36.0% 107,387 $4.7M
Arkadios Wealth Advisors 0.08% Add +0.8% 122,751 $4.7M
New Capital Management LP 1.15% Add +24.6% 121,723 $4.7M
Turim 21 Investimentos Ltda. 1.17% Add +319.4% 121,192 $4.7M
Wesbanco Bank Inc. 0.13% Add +0.5% 120,317 $4.6M
Concentrum Wealth Management 1.36% Reduce -5.7% 119,971 $4.6M
Truist Financial Corp. 0.01% Add +27.7% 119,498 $4.6M
Clearstead Advisors, LLC 0.04% Add +81.3% 118,593 $4.6M
Millbank Dartmoor Portsmouth LLC 2.95% New 118,200 $4.5M
EFG International AG 0.10% Add +20.1% 118,178 $4.5M
Avestar Capital, LLC 0.31% Reduce -51.3% 117,940 $4.5M
Requisite Capital Management, LLC 0.84% Add +37.4% 117,270 $4.5M
Cercano Management LLC 0.19% No change 117,140 $4.5M
Mgo One Seven LLC 0.09% Add +9.4% 116,462 $4.5M
Family Manage LLC 0.53% Add +5.2% 115,137 $4.4M
Benson Wealth Management INC 6.05% Reduce -8.1% 115,114 $4.4M
Vise Technologies, Inc. 0.09% No change 88,717 $4.4M
Secure Asset Management, LLC 0.70% Add +59.3% 114,338 $4.4M
Clear Point Advisors Inc. 3.37% New 60,648 $4.4M
Rakuten Group, Inc. 0.16% No change 109,918 $4.2M
Kestra Private Wealth Services, LLC 0.05% Add +17.9% 108,360 $4.2M
Epiq Partners, LLC 2.00% Add +0.1% 108,091 $4.2M
Jaffetilchin Investment Partners, LLC 0.25% Reduce -30.6% 107,414 $4.1M
Neuberger Berman Group LLC 0.00% Add +18.5% 106,727 $4.1M
Stratos Wealth Advisors, LLC 0.25% Add +14.4% 104,633 $4.0M
Vienna Asset Management LLC 3.16% Reduce -22.8% 104,199 $4.0M
Brown Advisory Inc. 0.01% Add +17.1% 103,661 $4.0M
Proficio Capital Partners LLC 0.21% Reduce -56.3% 103,045 $4.0M
Aprio Wealth Management, LLC 0.22% Add +93.0% 102,650 $3.9M
Visionary Wealth Advisors 0.17% Reduce -14.2% 102,598 $3.9M
Pathstone Holdings, LLC 0.02% Reduce -14.7% 99,412 $3.8M
Mission Wealth Management, LP 0.08% Reduce -3.7% 99,162 $3.8M
HB Wealth Management, LLC 0.02% Add +28.3% 97,881 $3.8M
EP Wealth Advisors, LLC 0.02% Add +2.4% 97,695 $3.8M
Focus Partners Advisor Solutions, LLC 0.04% Add +484.1% 97,116 $3.7M
Foundation Wealth Management, LLC 2.52% Add +28.4% 97,118 $3.7M
Capital Wealth Alliance, LLC 1.68% Add +12.9% 96,738 $3.7M
NTV Asset Management LLC 0.41% Reduce -55.1% 96,266 $3.7M
Allie Family Office LLC 1.61% Add +591.4% 96,132 $3.7M
Concurrent Investment Advisors, LLC 0.04% Add +6.1% 94,316 $3.6M
United Capital Financial Advisors, LLC 0.02% Add +4.7% 93,868 $3.6M
IFP Advisors, Inc 0.07% Reduce -10.0% 93,534 $3.6M
X-Square Capital, LLC 1.20% Reduce -0.2% 92,495 $3.6M
Bosman Wealth Management, LLC 3.08% Add +5.6% 91,154 $3.5M
Centurion Wealth Management LLC 0.79% Add +9.5% 91,036 $3.5M
Johnson Investment Counsel Inc. 0.03% New 90,446 $3.5M
Financial Sense Advisors, Inc. 0.80% Reduce -82.1% 90,108 $3.5M
Stratos Wealth Partners, LTD. 0.04% Add +11.9% 89,645 $3.4M
Wealthcare Advisory Partners LLC 0.07% Add +12.7% 89,489 $3.4M
Affinity Wealth LLC 2.19% Add +43.3% 89,287 $3.4M
CWA Asset Management Group, LLC 0.12% Reduce -9.8% 88,753 $3.4M
Rathbones Group PLC 0.01% No change 88,399 $3.4M
World Investment Advisors 0.05% Add +18.4% 88,344 $3.4M
Element Pointe Advisors, LLC 0.64% Add +33.1% 88,132 $3.4M
AlphaStar Capital Management, LLC 0.25% Add +42.8% 88,091 $3.4M
Nkcfo LLC 1.00% Add +43.4% 87,500 $3.4M
Pennington Partners & Co., LLC 1.15% Add +23.0% 87,401 $3.4M
Atria Investments, Inc 0.04% Reduce -23.0% 86,733 $3.3M
Valeo Financial Advisors, LLC 0.08% Add +5.2% 86,630 $3.3M
Traphagen Investment Advisors LLC 0.27% Add +47.7% 86,584 $3.3M
Clare Market Investments LLC 0.69% — 85,765 $3.3M
Abacus Planning Group, Inc. 0.44% New 85,257 $3.3M
Archer Investment Management, LLC 1.37% Add +445.0% 84,634 $3.3M
Alpha Zero LLC 1.63% Add +43.8% 84,035 $3.2M
Sageworth Trust Co 0.14% Add +13.9% 83,412 $3.2M
Meitav Investment House Ltd. 0.04% Add +45.2% 83,316 $3.2M
Bridger Management, LLC 2.50% No change 83,119 $3.2M
EverSource Wealth Advisors, LLC 0.10% Add +32.3% 82,732 $3.2M
Waterloo Capital, L.P. 0.22% Add +14.4% 82,263 $3.2M
Audent Global Asset Management, LLC 3.15% Reduce -15.3% 82,175 $3.2M
Apeiron RIA LLC 0.73% Add +22.6% 81,469 $3.1M
Garde Capital, Inc. 0.19% Reduce -48.3% 81,193 $3.1M
Wit, LLC 0.06% No change 80,970 $3.1M
Virtu Financial LLC 0.13% Reduce -76.8% 80,915 $3.1M
Tactive Advisors, LLC 0.87% Reduce -8.8% 80,071 $3.1M
Bull Oak Capital, LLC 1.18% Add +5.8% 79,783 $3.1M
Red Door Wealth Management, LLC 0.32% Reduce -2.6% 79,661 $3.1M
Freestone Capital Holdings, LLC 0.09% Add +9.2% 79,442 $3.1M
Park Avenue Securities LLC 0.02% Add +5.0% 79,155 $3.0M
Transcend Capital Advisors, LLC 0.24% Reduce -12.3% 79,005 $3.0M
Brown Wealth Management, LLC 0.77% Add +18.1% 78,034 $3.0M
Jump Financial, LLC 0.05% Add +87.6% 77,883 $3.0M
Cobblestone Asset Management LLC 1.34% Reduce -21.9% 77,539 $3.0M
Salem Investment Counselors Inc. 0.09% Add +31.6% 77,450 $3.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.25% Reduce -0.8% 76,788 $3.0M
Mill Creek Capital Advisors, LLC 0.06% Reduce -3.9% 75,523 $2.9M
BBR Partners, LLC 0.16% Reduce -26.1% 75,489 $2.9M
Phraction Management LLC 0.80% Add +35.3% 75,200 $2.9M
Step Capital Management Pte. Ltd. 1.16% No change 75,000 $2.9M
Gerber Kawasaki Wealth & Investment Management 0.09% Reduce -3.5% 74,695 $2.9M
IPG Investment Advisors LLC 0.49% Reduce -29.9% 74,563 $2.9M
OneDigital Investment Advisors LLC 0.03% Add +74.2% 74,408 $2.9M
Chicago Partners Investment Group LLC 0.06% Add +18.1% 63,264 $2.8M
Manatuck Hill Partners, LLC 0.92% Add +385.3% 72,800 $2.8M
NavPoint Financial, Inc. 1.12% Add +31.5% 71,946 $2.8M
Mercer Global Advisors Inc. 0.00% Reduce -76.4% 71,902 $2.8M
Purpose Unlimited Inc. 0.11% Add +60.6% 71,681 $2.8M
High Note Wealth, LLC 0.54% Reduce -2.3% 71,483 $2.7M
Udine Wealth Management, Inc. 1.34% Add +10.4% 71,471 $2.7M
Finer Wealth Management, Inc. 1.38% Add +26.5% 71,374 $2.7M
Howard Capital Management, LLC 0.04% No change 71,288 $2.7M
Kirtland Hills Capital Management, LLC 0.87% Reduce -0.7% 60,992 $2.7M
Dakota Wealth Management 0.06% Reduce -9.7% 70,889 $2.7M
Matrix Private Capital Group LLC 1.31% Add +3.9% 70,800 $2.7M
Keebeck Wealth Management 0.31% Reduce -4.7% 70,711 $2.7M
Promethium Advisors,llc 1.41% Add +1473.9% 70,670 $2.7M
Regent Peak Wealth Advisors LLC 0.55% Add +15.6% 70,663 $2.7M
Convergence Financial, LLC 0.29% Add +10.9% 70,506 $2.7M
Group One Trading LLC 0.09% New 70,496 $2.7M
Broussard Financial Group LLC 2.17% Add +72.4% 70,478 $2.7M
M Holdings Securities, Inc. 0.18% Add +4.0% 60,916 $2.7M
Lauer Wealth, LLC 2.16% Add +45.6% 66,824 $2.7M
Integral Investment Advisors, Inc. 0.67% Add +27.3% 69,976 $2.7M
Matauro, LLC 0.39% Reduce -66.7% 69,386 $2.7M
Elevation Point Wealth Partners, LLC 0.06% Add +882.7% 69,337 $2.7M
Sequoia Financial Advisors, LLC 0.01% Add +0.1% 69,295 $2.7M
Raymond James Financial Inc. 0.00% Add +10.1% 68,734 $2.6M
Corecam AG 2.37% No change 68,550 $2.6M
Ursa Fund Management, LLC 8.33% Add +18.9% 68,000 $2.6M
Ausdal Financial Partners, Inc. 0.12% Add +10.2% 67,831 $2.6M
Belpointe Asset Management LLC 0.10% Add +84.0% 67,814 $2.6M
Wedmont Private Capital 0.08% Add +30.8% 63,951 $2.6M
Coatue Management 0.01% No change 67,226 $2.6M
Activest Wealth Management 0.45% Reduce -27.9% 66,850 $2.6M
Total Investment Management Inc. 0.30% Reduce -7.7% 66,726 $2.6M
Aptus Capital Advisors, LLC 0.02% Reduce -7.6% 66,484 $2.6M
Transcendent Capital Group LLC 1.16% Add +35.0% 66,003 $2.5M
Bison Wealth, LLC 0.24% Add +9.6% 55,621 $2.5M
Simplicity Wealth,LLC 0.14% Reduce -5.9% 65,191 $2.5M
BlueCrest Capital Management Ltd 0.34% New 65,000 $2.5M
Vista Investment Partners Ii, LLC 1.12% Add +65.3% 64,734 $2.5M
Moors & Cabot, Inc. 0.10% Reduce -4.2% 63,823 $2.5M
CSS LLC 0.38% Add +219.9% 62,811 $2.4M
QTR Family Wealth, LLC 1.00% Reduce -38.1% 56,916 $2.4M
Hippocratic Financial Advisors, LLC 1.05% Add +33.5% 62,389 $2.4M
Quantinno Capital Management LP 0.00% Reduce -6.9% 62,366 $2.4M
Compagnie Lombard Odier SCmA 0.03% Add +3.6% 62,222 $2.4M
Kingstone Capital Partners Texas, LLC 1.47% Reduce -2.5% 61,977 $2.4M
Sig Brokerage, LP 0.67% Add +301.5% 61,522 $2.4M
Diversify Wealth Management, LLC 0.04% Add +505.9% 55,006 $2.4M
U.S. Capital Wealth Advisors, LLC 0.06% Add +79.7% 61,141 $2.3M
Alliance Wealth Advisors, LLC 0.51% Add +94.8% 61,112 $2.3M
Sivia Capital Partners, LLC 0.45% Reduce -10.3% 60,852 $2.3M
Amtrust Financial Services, Inc. 0.78% Add +73.7% 60,800 $2.3M
Kapstone Financial Advisors LLC 1.14% Add +47.5% 60,413 $2.3M
San Luis Wealth Advisors LLC 0.38% Add +142.0% 59,833 $2.3M
Parallel Advisors, LLC 0.04% Add +21.2% 59,672 $2.3M
Sphera Funds Management LTD. 0.39% Add +98.0% 59,505 $2.3M
Procyon Advisors, LLC 0.11% Reduce -73.9% 59,306 $2.3M
SkyOak Wealth, LLC 0.42% Add +228.9% 59,076 $2.3M
Montz Harcus Wealth Management LLC 0.92% Add +37.7% 58,981 $2.3M
Cornerstone Advisory, LLC 0.21% Add +17.9% 58,773 $2.3M
KM Capital Management Ltd. 1.52% Add +11.5% 50,003 $2.3M
Prelude Capital Management, LLC 0.17% Add +14.7% 58,403 $2.2M
WCG Wealth Advisors LLC 0.06% Add +121.0% 58,229 $2.2M
Commerce Bank 0.01% Add +49.1% 57,861 $2.2M
Venture Visionary Partners LLC 0.07% Add +127.9% 57,618 $2.2M
Centaurus Financial, Inc. 0.11% Reduce -39.8% 57,559 $2.2M
Wedbush Securities Inc. 0.06% Add +29.9% 57,281 $2.2M
JTC Employer Solutions Trustee Ltd 0.18% Add +1.1% 57,216 $2.2M
SteelPeak Wealth, LLC 0.07% Add +49.9% 57,040 $2.2M
Curi Capital, LLC 0.04% Add +7.2% 56,858 $2.2M
Baring Financial LLC 1.33% Reduce -3.8% 56,616 $2.2M
Citizens Financial Group Inc. 0.03% Add +1.5% 56,132 $2.2M
Equitable Trust Co. 0.10% Add +114.5% 56,007 $2.2M
&partners 0.01% Add +173.5% 55,980 $2.2M
Milestone Asset Management, LLC 0.39% Add +117.2% 55,318 $2.1M
Panoramic Investment Advisors, LLC 1.15% Add +1.7% 55,112 $2.1M
SCS Capital Management LLC 0.02% Reduce -2.2% 55,084 $2.1M
OneAscent Financial Services LLC 0.11% Add +106.9% 54,636 $2.1M
Sharkey, Howes & Javer 0.28% Add +69.1% 54,287 $2.1M
Allworth Financial LP 0.01% Add +10.2% 54,242 $2.1M
Powell Investment Advisors, LLC 0.70% Add +53.2% 52,880 $2.0M
Blue Sky Capital Consultants Group, Inc. 0.96% Reduce -25.4% 52,583 $2.0M
Genesee Capital Advisors, LLC 0.84% Reduce -0.6% 52,434 $2.0M
Rye Brook Capital LLC 1.85% Add +16.6% 52,110 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +22.3% 52,035 $2.0M
Avidian Wealth Enterprises, LLC 0.06% Reduce -5.1% 51,784 $2.0M
Wakefield Asset Management LLLP 0.52% Add +0.5% 50,857 $2.0M
Stelac Advisory Services LLC 0.39% Reduce -13.0% 50,278 $1.9M
J.W. Cole Advisors, Inc. 0.07% Add +3.7% 50,237 $1.9M
Graetz Wealth LLC 1.72% New 50,130 $1.9M
Sofi Wealth, LLC 0.09% Add +69.8% 50,060 $1.9M
WMG Financial Advisors, LLC 0.80% Add +20.4% 49,884 $1.9M
Gateway Wealth Partners, LLC 0.07% Add +122.7% 49,660 $1.9M
Silverleafe Capital Partners, LLC 0.57% Reduce -63.1% 49,261 $1.9M
Destiny Capital Corp 1.01% Add +451.0% 49,137 $1.9M
Rothschild Investment LLC 0.10% Reduce -0.9% 48,772 $1.9M
Aljian Capital Management, LLC 0.38% New 48,744 $1.9M
NFSG Corp 0.30% Reduce -4.2% 48,229 $1.9M
Pine Valley Investments Ltd Liability Co 0.09% Add +8.1% 48,148 $1.8M
CreativeOne Wealth, LLC 0.04% Reduce -8.1% 48,016 $1.8M
Avid Wealth Partners LLC 0.87% Add +24.0% 47,957 $1.8M
Orland Properties Ltd 0.69% Add +511.2% 47,825 $1.8M
Oasis Advisors, LLC 0.36% Add +1073.0% 47,660 $1.8M
Great Valley Advisor Group, Inc. 0.03% Add +6.5% 47,668 $1.8M
Federation des caisses Desjardins du Quebec 0.01% Add +192.1% 47,473 $1.8M
Planning Alternatives Ltd. 0.24% Add +101.5% 47,435 $1.8M
Altura Wealth Advisors Inc. 0.79% Add +24.1% 47,394 $1.8M
Point72 Asset Management 0.00% New 47,000 $1.8M
RFG Advisory, LLC 0.03% Add +21.0% 46,973 $1.8M
DDD Partners, LLC 0.13% Add +15.5% 46,913 $1.8M
Stevens Capital Management LP 0.28% New 46,572 $1.8M
Gradient Investments LLC 0.03% Add +8.2% 46,353 $1.8M
Royal Bank of Canada 0.00% Reduce -29.3% 46,336 $1.8M
Friday Financial 0.61% Add +0.6% 46,288 $1.8M
Jackson Hole Capital Partners, LLC 0.29% Add +3.9% 45,779 $1.8M
Syon Capital LLC 0.09% Reduce -80.0% 45,560 $1.8M
Empower Advisory Group, LLC 0.00% Reduce -11.7% 45,530 $1.7M
Financial Futures Ltd Liability Co. 0.76% Add +20.6% 45,274 $1.7M
Forum Finance Group S.A. 0.94% — 55,723 $1.7M
Cassaday & Co Wealth Management LLC 0.04% Add +499.3% 45,227 $1.7M
Independent Financial Group, LLC 0.04% Add +15.8% 45,215 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -14.6% 45,196 $1.7M
California First Leasing Corp. 0.55% No change 45,000 $1.7M
LexAurum Advisors, LLC 0.22% — 44,833 $1.7M
Columbus Macro, LLC 0.18% Add +36.2% 44,712 $1.7M
Simon Quick Advisors, LLC 0.08% Add +8.6% 44,484 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -26.0% 44,388 $1.7M
Fortress Private Ledger, LLC 0.53% Reduce -4.5% 44,291 $1.7M
Mustico Financial Group, Inc. 1.18% Add +19.3% 38,713 $1.7M
RIA Advisory Group LLC 0.41% Add +59.5% 44,060 $1.7M
Kathmere Capital Management, LLC 0.10% Add +3.6% 43,661 $1.7M
Platform Technology Partners 0.32% Add +37.7% 43,636 $1.7M
Americana Partners, LLC 0.04% Add +39.4% 43,238 $1.7M
Avior Wealth Management, LLC 0.05% Add +0.7% 42,844 $1.6M
MBL Wealth, LLC 0.12% Reduce -0.9% 42,777 $1.6M
Impact Partnership Wealth, LLC 0.20% Add +10.1% 42,585 $1.6M
Tsfg, LLC 0.25% Add +3.7% 42,387 $1.6M
Arete Wealth Advisors, LLC 0.12% Add +14.0% 42,369 $1.6M
Riversedge Advisors, LLC 0.26% Reduce -1.4% 42,356 $1.6M
Investment Partners, LTD. 0.58% No change 42,162 $1.6M
HCR Wealth Advisors 0.17% Add +8.2% 42,123 $1.6M
Solstein Capital, LLC 0.66% Add +35.0% 41,908 $1.6M
VectorGlobal IAG, Inc. 0.41% — 41,593 $1.6M
All Terrain Financial Advisors, LLC 0.50% Add +27.7% 41,483 $1.6M
Savant Capital, LLC 0.01% Reduce -4.6% 41,201 $1.6M
Akuna Securities LLC 0.79% Add +5.3% 41,002 $1.6M
Strategic Wealth Partners, Ltd. 0.11% Add +6.6% 40,514 $1.6M
Andina Capital Management, LLC 1.40% Reduce -1.9% 40,509 $1.6M
Bank of New York Mellon Corp 0.00% Reduce -65.5% 40,103 $1.5M
Bullish 0.73% No change 40,000 $1.5M
ION Fund Management Ltd 0.23% No change 40,000 $1.5M
Larson Financial Group LLC 0.05% Reduce -8.4% 39,881 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -26.0% 39,774 $1.5M
Pachira Investments Inc. 0.71% Add +5.8% 39,657 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% Add +460.7% 39,562 $1.5M
Compass Capital Corp. /Ma/ 0.54% Reduce -16.3% 33,322 $1.5M
Quinn Opportunity Partners LLC 0.08% No change 39,000 $1.5M
Tme Financial, Inc. 1.03% Add +32.6% 38,678 $1.5M
StoneX Group Inc. 0.08% Add +24.9% 38,701 $1.5M
National Philanthropic Trust 0.02% Reduce -83.3% 38,374 $1.5M
Prevail Innovative Wealth Advisors, LLC 0.25% Add +75.2% 38,373 $1.5M
Fairbanks Capital Management, Inc. 0.92% Reduce -39.6% 38,323 $1.5M
Evergreen Quality Fund GP, Ltd. 0.03% No change 38,322 $1.5M
Jefferies Financial Group Inc. 0.02% Add +13.8% 37,987 $1.5M
Lansing Street Advisors 0.37% Add +3.4% 37,978 $1.5M
ARS Investment Partners, LLC 0.07% Add +3.3% 37,445 $1.4M
Gladstone Institutional Advisory LLC 0.05% Reduce -4.3% 37,424 $1.4M
United Advisor Group, LLC 0.18% Add +64.5% 37,392 $1.4M
Oxford Financial Group, LTD. LLC 0.08% Add +2.0% 37,265 $1.4M
CMG Global Holdings, LLC 0.68% Add +11.7% 37,116 $1.4M
Sagace Wealth Management LLC 0.96% Reduce -7.2% 37,002 $1.4M
Smith, Moore & Co. 0.10% Reduce -2.1% 36,974 $1.4M
Modern Wealth Management, LLC 0.02% Add +54.5% 36,728 $1.4M
Guggenheim Capital LLC 0.01% No change 36,753 $1.4M
Unique Wealth, LLC 0.20% Reduce -13.3% 36,700 $1.4M
Cora Capital Advisors LLC 0.46% New 36,199 $1.4M
CX Institutional 0.04% Add +2014.9% 35,678 $1.4M
Ethos Financial Group, LLC 0.10% Add +10.3% 32,552 $1.4M
Compass Financial Group, Inc. (Ohio) 1.00% Reduce -18.0% 35,492 $1.4M
Choreo, LLC 0.02% Reduce -33.9% 35,450 $1.4M
Arbor Wealth Management LLC\AZ 1.34% Add +6.0% 35,428 $1.4M
Calamos Wealth Management LLC 0.05% Reduce -2.4% 35,366 $1.4M
Calamos Advisors LLC 0.01% New 35,366 $1.4M
Select Asset Management & Trust 0.42% Add +522.9% 35,226 $1.4M
Elevate Capital Advisors, LLC 0.87% Reduce -4.6% 35,045 $1.3M
Sanchez Levi Garrett 0.84% — 35,004 $1.3M
Red Reef Advisors LLC 1.40% Add +22.5% 34,894 $1.3M
Fonville Wealth Management LLC 0.25% Add +4.9% 34,594 $1.3M
Rik Saylor Financial, Inc. 1.01% Reduce -5.6% 34,553 $1.3M
Sage Mountain Advisors LLC 0.09% Add +0.7% 34,539 $1.3M
Pinnacle Financial Partners, Inc. 0.01% Add +5.7% 34,428 $1.3M
Prospect Financial Services LLC 0.81% Add +1.2% 34,403 $1.3M
Keybank National Association 0.00% Add +11.1% 34,289 $1.3M
Midwest Trust Co 0.02% Add +122.0% 34,254 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -38.0% 34,225 $1.3M
Legacy Advisors, LLC 0.15% Add +35.6% 34,105 $1.3M
Summit Trail Advisors, LLC 0.02% Add +51.0% 34,067 $1.3M
Fort Point Capital Partners LLC 0.17% Reduce -3.0% 33,987 $1.3M
Csenge Advisory Group 0.06% Reduce -28.9% 33,961 $1.3M
NorthRock Partners, LLC 0.02% Add +22.4% 33,958 $1.3M
Abound Financial, LLC 0.57% Add +52.6% 33,917 $1.3M
Independent Family Office, LLC 0.54% Add +3.0% 33,850 $1.3M
Legacy Capital Wealth Partners, LLC 0.27% New 33,781 $1.3M
Advisortrust Partners, LLC 0.54% Reduce -26.6% 33,750 $1.3M
Daviman Financial, LLC 0.75% Add +0.3% 33,059 $1.3M
PFG Investments, LLC 0.06% Reduce -0.6% 32,967 $1.3M
RoundAngle Advisors LLC 0.94% Add +7.6% 32,910 $1.3M
WealthPlan Investment Management, LLC 0.07% Add +14.9% 32,867 $1.3M
OpenArc Corporate Advisory, LLC 0.02% Add +61.7% 32,820 $1.3M
Exencial Wealth Advisors, LLC 0.04% Add +474.6% 32,716 $1.3M
Fortis Capital Advisors, LLC 0.16% Add +502.1% 32,614 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +62.0% 32,603 $1.3M
Leo Wealth, LLC 0.09% Add +18.9% 32,348 $1.2M
CORDA Investment Management, LLC. 0.09% Add +15.2% 32,162 $1.2M
Core Wealth Partners LLC 0.57% Reduce -0.4% 32,040 $1.2M
Walser Wealth Management Company, A Ltd Liability Co 0.55% Reduce -11.4% 31,919 $1.2M
Northern Trust Corp. 0.00% Reduce -46.4% 31,864 $1.2M
Heritage Family Offices, LLP 0.54% Reduce -24.6% 31,857 $1.2M
Whalen Wealth Management Inc. 0.65% Add +298.7% 31,809 $1.2M
Turn8 Private Wealth Inc. 0.76% New 31,609 $1.2M
First National Trust Co 0.04% Add +13.1% 31,375 $1.2M
T3 Companies, LLC 1.65% Reduce -78.3% 31,155 $1.2M
Copia Wealth Management 0.82% Add +0.5% 31,059 $1.2M
Counterweight Ventures, LLC 0.67% Add +13.5% 30,964 $1.2M
Ewing Morris & Co. Investment Partners Ltd. 0.54% Reduce -28.5% 30,932 $1.2M
Beaumont Financial Advisors, LLC 0.08% Reduce -2.6% 30,828 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Reduce -81.0% 30,752 $1.2M
Capital Investment Advisors, LLC 0.02% Add +55.6% 30,751 $1.2M
Northbridge Financial Group, LLC 0.51% Add +10.0% 28,338 $1.2M
Apollon Wealth Management, LLC 0.02% Add +23.6% 30,617 $1.2M
BIP Wealth, LLC 0.05% Add +12.5% 30,599 $1.2M
American Trust 0.10% Add +1.2% 30,598 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +73.6% 30,572 $1.2M
Morse Asset Management, Inc 0.24% Add +4.7% 30,435 $1.2M
Brighton Jones LLC 0.03% New 30,275 $1.2M
SeaCrest Wealth Management, LLC 0.12% Reduce -9.4% 30,213 $1.2M
Argos Wealth Advisors, LLC 0.33% Reduce -10.1% 30,054 $1.2M
Keystone Financial Group 0.08% Add +44.3% 30,051 $1.2M
Capricorn Fund Managers Ltd 0.18% Reduce -13.3% 30,000 $1.2M
Seaview Investment Managers LLC 0.41% Add +43.0% 29,960 $1.2M
Objective Capital Management, LLC 1.15% Add +21.0% 29,707 $1.1M
Cambridge Associates LLC /Ma/ 0.02% Add +135.4% 29,497 $1.1M
Cary Street Partners Financial LLC 0.03% Reduce -17.0% 29,314 $1.1M
Eagle Strategies LLC 0.13% New 29,165 $1.1M
Bull Harbor Capital LLC 0.30% — 29,148 $1.1M
Brookwood Investment Group LLC 0.14% Add +0.3% 29,065 $1.1M
Alpha Financial Partners LLC 0.66% Add +61.3% 29,056 $1.1M
Circle Wealth Management, LLC 0.02% Add +1.3% 28,993 $1.1M
Quadrant Private Wealth Management, LLC 0.17% Add +68.2% 28,579 $1.1M
Miller Capital Partners, Inc. 0.53% No change 28,510 $1.1M
Cambient Family Office, LLC 0.15% Add +240.8% 28,297 $1.1M
Quantify Chaos Advisors, LLC 3.39% Reduce -0.6% 28,273 $1.1M
Go Invest LLC 0.31% Add +36.1% 28,218 $1.1M
Lake Street Private Wealth, LLC 0.14% Add +35.1% 28,141 $1.1M
WealthShield Partners, LLC 0.12% Reduce -15.6% 28,100 $1.1M
Doliver Advisors, LP 0.24% Add +2.3% 28,008 $1.1M
DiPaolo Financial Group, Inc. 0.78% Add +48.6% 27,905 $1.1M
Carnegie Investment Counsel 0.02% Add +50.3% 27,797 $1.1M
Ashton Thomas Private Wealth, LLC 0.03% Add +15.4% 27,784 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +92.2% 27,635 $1.1M
Joel Isaacson & Co., LLC 0.04% Reduce -1.1% 27,597 $1.1M
Benjamin Edwards Inc. 0.01% Add +30.3% 27,556 $1.1M
Centennial Bank 0.38% New 27,530 $1.1M
Paradiem, LLC 0.23% New 27,512 $1.1M
Permian Investment Partners, LP 0.12% Reduce -53.1% 27,407 $1.1M
BridgePort Financial Solutions, LLC 0.29% Add +0.1% 27,044 $1.0M
Main Street Financial Solutions, LLC 0.08% Add +9.0% 26,927 $1.0M
Western Wealth Management, LLC 0.04% Add +33.7% 26,779 $1.0M
Meridian Wealth Management, LLC 0.04% Add +6.4% 26,775 $1.0M
Watershed Private Wealth LLC 0.32% Add +0.6% 26,702 $1.0M
Cassia Capital Partners, LLC 0.53% Add +76.2% 26,677 $1.0M
Matters Capital LLC 0.91% No change 26,673 $1.0M
Cohen & Steers, Inc. 0.00% Reduce -20.8% 26,600 $1.0M
A4 Wealth Advisors LLC 0.85% Add +74.4% 26,552 $1.0M
Wealth Alliance, LLC 0.10% Add +78.3% 26,433 $1.0M
Hurley Capital, LLC 0.54% Add +3.0% 26,410 $1.0M
Private Wealth Asset Management, LLC 0.11% Add +7.7% 26,357 $1.0M
SVB Wealth LLC 0.07% Add +22.7% 26,274 $1.0M
Perennial Investment Advisors, LLC 0.08% Add +15.7% 26,264 $1.0M
Snowden Capital Advisors LLC 0.03% Add +82.0% 26,143 $1.0M
Sterling Investment Advisors, Ltd. 0.18% Reduce -28.3% 26,104 $1.0M
Mountain Capital Investment Advisors Inc. 0.15% Reduce -12.4% 23,016 $1.0M
Signaturefd, LLC 0.02% Add +14.6% 26,076 $1.0M
Gould Capital, LLC 0.60% Add +47.2% 25,847 $993K
Thrivent Financial for Lutherans 0.00% Reduce -13.4% 25,841 $992K
Howard Capital Management Group, LLC 0.07% No change 25,790 $991K
Advyzon Investment Management, LLC 0.09% Add +10.9% 25,717 $988K
BTG Pactual Asset Management US LLC 0.10% Add +33.1% 25,340 $974K
Exit Wealth Advisors, LLC. 0.50% Add +254.0% 25,284 $971K
Wealthedge Investment Advisors, LLC 0.35% Add +4.3% 25,014 $961K
Caprock Group, LLC 0.02% No change 25,000 $961K
LRI Investments, LLC 0.09% Add +37.9% 24,995 $960K
Sax Wealth Advisors, LLC 0.05% Reduce -5.2% 19,329 $960K
Coastal Bridge Advisors, LLC 0.07% Add +21.9% 24,969 $959K
Icon Wealth Advisors, LLC 0.06% Add +10.0% 22,404 $958K
Wealth Watch Advisors, INC 0.40% Add +18.7% 24,860 $955K
Mirador Capital Partners LP 0.14% Reduce -22.4% 24,817 $953K
CFM Wealth Partners LLC 0.14% Reduce -0.7% 24,779 $952K
Archer Investment Corp 0.20% Reduce -0.2% 24,665 $948K
Blue Square Asset Management, LLC 0.45% Add +1.0% 24,643 $947K
Dimension Capital Management LLC 0.13% Add +16.1% 24,572 $944K
Fig Financial Advisory Services Inc. 0.59% Reduce -61.1% 24,492 $941K
IFC Advisors LLC 0.13% No change 24,280 $933K
Fiduciary Family Office, LLC 0.26% No change 24,120 $927K
Sound Financial Strategies Group, LLC 0.63% Add +24.7% 24,117 $927K
Atlantic Union Bankshares Corp 0.02% Add +66.3% 24,064 $925K
Tred Avon Family Wealth, LLC 0.31% No change 24,042 $924K
Traynor Capital Management, Inc. 0.05% Add +20.8% 24,389 $919K
Sound View Wealth Advisors Group, LLC 0.06% Add +4.9% 23,886 $918K
Cape Investment Advisory, Inc. 0.30% Add +2.1% 23,845 $916K
Integrity Alliance, Llc. 0.03% Reduce -34.2% 23,825 $915K
Alterna Wealth Management, Inc. 0.69% Add +119.2% 23,792 $914K
Triad Wealth Partners, LLC 0.07% Add +5.4% 23,659 $909K
Tarbox Family Office, Inc. 0.15% Add +17.4% 23,647 $909K
HUB Investment Partners, LLC 0.02% Add +53.0% 23,528 $904K
Key Client Fiduciary Advisors, LLC 0.31% Add +27.8% 23,496 $903K
Forefront Wealth Partners, LLC 0.38% Add +240.7% 23,459 $901K
MFG Wealth Management, Inc. 0.75% Add +16.8% 23,457 $901K
Intrua Financial, LLC 0.10% Add +22.2% 23,437 $900K
AlphaCore Capital LLC 0.02% Reduce -12.6% 23,260 $894K
WESCAP Management Group, Inc. 0.18% Reduce -30.6% 23,217 $892K
Invst, LLC 0.10% Reduce -2.4% 23,173 $890K
Park Edge Advisors, LLC 0.20% Reduce -26.6% 23,153 $890K
Integrated Advisors Network LLC 0.05% Reduce -43.7% 23,067 $886K
Town Capital LLC 0.71% Add +38.2% 22,904 $880K
Three Seasons Wealth, LLC 0.34% Add +34.4% 22,858 $878K
Rinkey Investments 0.22% Reduce -0.5% 22,768 $875K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -9.6% 22,528 $866K
E6 Portfolios, LLC 0.90% Add +29.1% 22,459 $863K
J2 Capital Management Inc 0.59% Add +39.6% 22,320 $858K
Rwa Wealth Partners, LLC 0.01% New 22,208 $853K
BlueChip Wealth Advisors LLC 0.37% Reduce -1.9% 22,189 $853K
Owen LaRue, LLC 0.32% New 21,946 $843K
Heritage Investment Group, Inc. 0.13% Add +84.0% 21,828 $839K
BlackDiamond Wealth Management, LLC 0.40% Add +34.7% 21,594 $830K
Hilltop National Bank 0.20% New 21,589 $829K
M&T Bank Corp 0.00% Add +164.6% 21,574 $829K
International Private Wealth Advisors LLC 0.50% Add +22.3% 21,406 $822K
Sowell Financial Services LLC 0.03% Add +16.7% 21,360 $821K
Gateway Investment Advisers LLC 0.01% Reduce -94.0% 21,245 $816K
Delta Investment Management, LLC 0.15% Reduce -4.4% 21,200 $815K
Formidable Asset Management, LLC 0.13% Reduce -29.0% 16,332 $811K
Soltis Investment Advisors LLC 0.05% Add +99.1% 21,031 $808K
Accel Wealth Management 0.21% Reduce -0.1% 20,984 $806K
Kennedy Investment Group, Inc. 0.31% Reduce -1.0% 20,905 $803K
Tolleson Wealth Management, Inc. 0.12% Add +29.6% 20,815 $800K
LBMC Investment Advisors, LLC 0.05% Reduce -8.2% 20,786 $799K
Revisor Wealth Management LLC 0.22% Add +15.7% 20,738 $797K
Choate Investment Advisors 0.02% Add +3.3% 20,652 $793K
Headlands Technologies LLC 0.09% New 20,619 $792K
Ridgewood Investments LLC 0.32% — 20,602 $792K
Becker Capital Management Inc. 0.02% No change 20,590 $791K
Cambridge Financial Group, LLC 0.27% Add +238.7% 20,539 $789K
Nicolet Bankshares Inc. 0.03% New 20,464 $789K
World Equity Group, Inc. 0.20% Add +14.4% 20,530 $789K
Gibson Capital, LLC 0.15% Reduce -2.2% 20,495 $787K
Ascent Wealth Partners, LLC 0.09% Add +26.7% 20,425 $785K
Ables, Iannone, Moore & Associates, Inc. 0.46% Add +3.9% 20,211 $777K
Kastel Capital Advisors, LLC 0.47% No change 15,577 $773K
Strategic Blueprint, LLC 0.04% Add +109.6% 20,127 $773K
HighPoint Advisor Group LLC 0.03% Add +18.6% 20,091 $772K
Vista Finance, LLC 0.61% Reduce -32.9% 20,057 $771K
Solitude Financial Services 0.23% Add +28.3% 18,089 $770K
Orvieto Partners, L.P. 0.66% No change 20,000 $768K
Vance Wealth, LLC 0.22% New 19,978 $768K
Wilmington Savings Fund Society, FSB 0.02% Add +7.2% 19,968 $767K
HBK Sorce Advisory LLC 0.02% Reduce -1.1% 16,818 $764K
Buffalo Business & Estate Services Ltd. 0.11% No change 19,713 $757K
DecisionMap Wealth Management, LLC 0.49% No change 19,552 $751K
Titiun Yejiel 0.76% Reduce -68.8% 19,500 $749K
Williams Jones Wealth Management, LLC. 0.01% Reduce -6.5% 19,373 $744K
Busey Bank 0.02% Reduce -1.9% 19,326 $743K
Whittier Trust Co. of Nevada Inc. 0.02% Add +25.6% 18,766 $742K
Eagle Global Advisors LLC 0.03% Reduce -22.2% 19,300 $742K
Glassman Wealth Services 0.10% Add +11.7% 19,296 $741K
AMG National Trust Bank 0.02% New 19,275 $741K
K.J. Harrison & Partners Inc 0.12% Add +315.5% 19,228 $739K
DeDora Capital, Inc. 0.18% Add +5.3% 19,196 $738K
Vantage Investment Partners, LLC 0.05% No change 19,132 $735K
McAdam, LLC 0.03% Add +21.9% 19,113 $734K
Basso Capital Management, L.P. 0.45% Reduce -66.9% 19,100 $734K
Wealth Analytics Partners, LLC 0.30% Reduce -8.0% 19,094 $734K
Curtis Wealth Management LLC 0.69% Add +38.1% 19,088 $733K
Invesco Ltd. 0.00% Reduce -36.0% 19,087 $733K
Sacks & Associates, LLC 0.54% No change 19,073 $733K
Pure Financial Advisors, LLC 0.01% Reduce -4.5% 18,999 $730K
Royal Fund Management, LLC 0.07% Reduce -16.6% 19,561 $729K
FNY Investment Advisers, LLC 0.32% Add +105.4% 19,000 $729K
Colter Lewis Investment Partners LLC 0.69% Add +48.9% 18,974 $729K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +61.2% 18,937 $728K
Cornerstone Planning Group LLC 0.10% Add +99.3% 15,720 $728K
Resurgent Financial Advisors LLC 0.27% Reduce -24.8% 18,900 $726K
Gainplan LLC 0.54% New 18,871 $725K
Asset Dedication, LLC 0.05% Add +15.0% 18,871 $725K
Sloy Dahl & Holst, LLC 0.10% Add +0.2% 18,858 $725K
Level Four Advisory Services, LLC 0.02% Reduce -3.6% 18,848 $724K
Prospera Financial Services Inc 0.01% Add +18.7% 18,820 $723K
Moran Wealth Management, LLC 0.02% Add +98.9% 18,796 $722K
KTF Investments, LLC 0.12% Add +29.8% 18,745 $720K
West Michigan Advisors, LLC 0.16% Reduce -0.1% 18,677 $718K
Rothschild Wealth LLC 0.06% Reduce -17.0% 18,653 $717K
Heritage Oak Wealth Advisors LLC 0.23% New 18,580 $714K
Camelot Portfolios, LLC 0.53% Add +38.5% 18,512 $711K
Northeast Investment Management 0.03% Reduce -2.4% 18,470 $710K
Broadhurst Jeffrey B 0.72% Add +9.4% 18,268 $702K
Wick Capital Partners, LLC 0.13% Add +65.9% 18,258 $701K
New Republic Capital, LLC 0.24% Add +68.6% 18,217 $700K
Douglass Winthrop Advisors, LLC 0.01% No change 18,213 $700K
Orin Green Financial, LLC 0.29% Add +22.8% 18,139 $697K
Verus Capital Partners, LLC 0.05% Add +34.2% 17,994 $691K
NewCorp Financial Services, Inc. 0.59% Add +32.6% 17,849 $686K
Grand Central Investment Group 0.51% Reduce -5.2% 17,795 $684K
Apella Capital, LLC 0.01% Add +21.9% 15,551 $683K
SOA Wealth Advisors, LLC. 0.13% Add +0.1% 17,771 $683K
Kera Capital Partners, Inc. 0.08% Add +10.1% 17,747 $682K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -31.9% 18,090 $682K
Discipline Wealth Solutions, LLC 0.07% Add +54.1% 17,675 $679K
Centiva Capital, LP 0.03% New 17,670 $679K
Ackerman Capital Advisors, LLC 0.14% Add +2.8% 17,616 $677K
Prodigy Asset Management LLC 0.23% No change 17,600 $676K
Financial Management Professionals, Inc. 0.08% Add +16.6% 17,518 $673K
Hutchens & Kramer Investment Management Group, LLC 0.21% Add +14.5% 17,492 $672K
Pursue Wealth Partners LLC 0.40% Reduce -59.5% 17,393 $668K
Global Wealth Management, LLC 0.36% Add +25.5% 17,382 $668K
City State Bank 0.17% Add +230.5% 17,350 $667K
Ameliora Wealth Management Ltd. 0.21% No change 17,337 $666K
1776 Wealth LLC 0.26% No change 17,335 $666K
Cypress Wealth Services, LLC 0.09% Reduce -0.9% 17,303 $665K
Wealth Management Associates, Inc. 0.23% Reduce -43.4% 17,296 $665K
West Financial Advisors, LLC 0.11% Add +1.7% 17,293 $664K
Flagship Harbor Advisors, LLC 0.03% Add +3.1% 17,271 $664K
Fermata Advisors, LLC 0.15% Reduce -45.8% 17,271 $664K
Quadcap Wealth Management, LLC 0.08% Add +0.8% 17,159 $659K
International Assets Investment Management, LLC 0.05% Reduce -2.6% 17,045 $659K
Insight Advisors, LLC/ PA 0.13% Add +11.2% 17,130 $658K
Banco BTG Pactual S.A. 0.13% Reduce -43.7% 17,047 $655K
Sovereign Financial Group, Inc. 0.11% Reduce -12.9% 16,955 $651K
Tamar Securities, LLC 0.07% Add +4.3% 16,922 $650K
Cornerstone Wealth Management, LLC 0.03% Add +29.1% 16,792 $645K
Harfst & Associates, Inc. 0.11% Add +3.2% 16,659 $640K
FRG Family Wealth Advisors LLC 0.10% Add +3.4% 16,635 $639K
Brown Brothers Harriman & Co. 0.00% Add +16.3% 16,583 $637K
Argentarii, LLC 0.22% Add +16.1% 16,559 $636K
Victory Financial Group, LLC 0.08% Add +14.7% 16,485 $633K
Bessemer Group Inc. 0.00% Add +124.7% 16,425 $631K
Kagan Cocozza Asset Management 0.44% Add +13.3% 16,411 $631K
Diversified Trust Co. 0.01% Add +7.5% 16,386 $630K
UMB Bank, n.a. 0.01% No change 16,300 $626K
FAS Wealth Partners, Inc. 0.04% Reduce -19.8% 16,234 $624K
Norden Group LLC 0.06% New 16,228 $623K
Cavalier Investments, LLC 0.16% Reduce -77.6% 16,190 $622K
Riverview Capital Advisers, LLC 0.21% Add +162.2% 16,165 $621K
Chilton Capital Management LLC 0.02% No change 16,152 $621K
Tempo Wealth, LLC 0.11% Add +88.5% 16,054 $617K
Nan Fung Group Holdings Ltd 0.51% No change 15,968 $613K
Patten & Patten Inc. 0.04% Reduce -40.4% 15,907 $611K
Clientfirst Wealth Management, LLC 0.52% No change 15,890 $610K
Aspiring Ventures, LLC 0.20% Add +19.3% 15,797 $607K
Modera Wealth Management, LLC 0.01% Add +4.3% 15,787 $607K
Evergreen Capital Management LLC 0.01% Reduce -75.5% 15,752 $605K
Fortitude Financial, LLC 0.32% Add +23.7% 15,720 $604K
Forum Financial Management, LP 0.01% Add +1.8% 15,698 $603K
Greenline Wealth Management LLC 0.69% Add +17.0% 15,662 $602K
Mosley Wealth Management 0.27% Add +0.8% 9,230 $600K
Holos Integrated Wealth LLC 0.30% New 15,190 $594K
Richmond Investment Services, LLC 0.10% Add +15.5% 15,454 $594K
Peak Planning Group, LLC 0.16% Add +31.3% 15,443 $593K
Stifel Financial Corp. 0.00% Add +6.9% 15,385 $591K
Beacon Financial Group 0.06% Add +1.1% 15,291 $587K
Summit Global Investments 0.03% Add +6.2% 15,218 $585K
Harbor Investment Advisory, LLC 0.05% Reduce -8.6% 15,115 $581K
Griffin Asset Management, Inc. 0.07% Reduce -32.7% 15,114 $581K
J.Safra Asset Management Corp 0.03% Add +4.8% 15,111 $581K
Capital Investment Advisory Services, LLC 0.04% Reduce -8.8% 15,081 $579K
Mirabaud & Cie SA 0.23% Add +63.0% 15,000 $576K
LWM Advisory Services, LLC 0.61% Reduce -1.1% 14,875 $571K
Clear Creek Financial Management, LLC 0.04% Reduce -37.5% 14,837 $570K
Gotham Asset Management 0.00% Add +36.1% 14,770 $567K
Capital Financial Group Inc\co\ 0.31% Add +42.7% 14,640 $562K
Rossby Financial, LCC 0.12% Add +98.4% 14,531 $561K
Whittier Trust Co. 0.01% Add +0.4% 14,159 $560K
Capital Advisors Inc. 0.01% Reduce -42.2% 14,513 $558K
Awm Capital, LLC 0.05% Reduce -0.3% 14,435 $555K
National Wealth Management Group, LLC 0.21% Add +3.9% 14,361 $552K
Sage Investment Advisers LLC 0.41% Reduce -36.8% 14,250 $551K
CAP Partners, LLC 0.31% Add +12.1% 14,274 $548K
Mesirow Financial Investment Management, Inc. 0.01% Add +184.1% 14,244 $547K
Smartleaf Asset Management LLC 0.02% Add +14.5% 14,503 $546K
Peapack Gladstone Financial Corp. 0.01% Reduce -25.1% 14,218 $546K
Clay Northam Wealth Management, LLC 0.31% Add +11.3% 14,200 $546K
Strategic Advisory Partners, LLC 0.43% No change 14,144 $543K
Octavia Wealth Advisors, LLC 0.05% Reduce -16.0% 14,101 $542K
Fairview Capital Investment Management, LLC 0.03% Add +9.3% 14,100 $542K
Debussy Capital Management LP 0.07% Add +231.2% 14,096 $542K
Acorn Wealth Advisors, LLC 0.16% Add +34.7% 14,036 $539K
Altman Advisors, Inc. 0.22% Add +0.8% 14,029 $539K
Coldstream Capital Management Inc. 0.01% Add +151.6% 14,024 $539K
Geneos Wealth Management Inc. 0.01% Add +12.3% 14,005 $538K
Avondale Wealth Management 0.26% Add +4.5% 14,000 $538K
Advance Capital Management, Inc. 0.02% Add +19.3% 13,998 $538K
Canton Hathaway, LLC 0.11% Add +39.0% 13,900 $534K
CCM Investment Advisers LLC 0.05% No change 13,885 $533K
RVW Wealth, LLC 0.04% No change 13,841 $532K
Claro Advisors Inc. 0.06% Add +14.8% 13,799 $530K
Manhattan West Asset Management, LLC 0.10% Add +31.1% 13,763 $529K
Onyx Bridge Wealth Group LLC 0.06% Add +38.0% 13,658 $525K
Composition Wealth, LLC 0.01% Add +15.4% 13,644 $524K
Armbruster Capital Management, Inc. 0.09% Add +133.5% 13,643 $524K
Oarsman Capital, Inc. 0.06% Add +1.5% 13,612 $523K
Aristeia Capital, L.L.C. 0.02% Add +6.3% 13,600 $523K
IRON Financial LLC 0.23% Reduce -6.9% 13,561 $521K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.5% 13,546 $520K
Accurate Wealth Management, LLC 0.06% Add +71.7% 12,517 $520K
W Advisors, LLC 0.26% Add +41.5% 13,434 $516K
Afg Fiduciary Services Limited Partnership 0.30% Add +11.2% 13,048 $516K
Evolve Private Wealth, LLC 0.03% Add +161.4% 13,418 $516K
Joseph P. Lucia & Associates, LLC 0.18% Add +9.1% 13,395 $515K
Arcus Capital Partners, LLC 0.18% Add +113.2% 13,389 $514K
GSG Advisors LLC 0.13% Add +42.6% 13,378 $514K
Shepherd Kaplan Krochuk, LLC 0.43% Add +0.5% 13,349 $513K
Walkner Condon Financial Advisors LLC 0.07% Add +3.9% 13,208 $507K
Magnolia Capital Advisors LLC 0.10% Add +50.2% 13,158 $506K
Legacy Wealth Managment, LLC 0.25% Add +18.1% 13,049 $501K
J. L. Bainbridge & Co., Inc. 0.04% Add +26.9% 12,977 $499K
Altiora Financial Group, LLC 0.08% Add +27.2% 12,960 $498K
Palladiem, LLC 0.47% Reduce -43.1% 11,996 $495K
HBW Advisory Services LLC 0.05% Add +25.2% 12,883 $495K
Sandbox Financial Partners, LLC 0.14% Reduce -7.1% 12,845 $494K
Commonwealth Financial Services, LLC 0.08% Reduce -4.5% 12,841 $493K
Ascentis Wealth Management, LLC 0.10% Add +113.7% 12,813 $492K
Retirement Planning Group, LLC 0.02% Add +1.9% 12,783 $491K
Grant Street Asset Management, Inc. 0.09% Reduce -6.0% 12,776 $491K
Hibernia Wealth Partners, LLC 0.14% Add +8.8% 12,714 $488K
GR Financial Group, LLC 0.16% Reduce -69.7% 12,548 $482K
Blackhawk Capital Partners, LLC 0.17% No change 12,417 $477K
Principle Wealth Partners LLC 0.03% Add +16.9% 12,380 $476K
M Wealth Management, LLC 0.40% New 12,373 $475K
Atlas Private Wealth Advisors 0.11% Add +13.1% 12,327 $474K
4WEALTH Advisors, Inc. 0.40% Add +57.1% 12,565 $473K
Ballew Advisors, Inc 0.27% Add +11.0% 11,562 $473K
Sendero Wealth Management, LLC 0.05% New 12,291 $472K
Benchmark Financial Wealth Advisors, LLC 0.13% Add +16.9% 12,291 $472K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -3.2% 12,282 $472K
Elevation Advisory Partners LLC 0.44% — 9,319 $472K
Hyposwiss Advisors SA 0.46% Add +2.8% 12,230 $470K
Mayflower Financial Advisors, LLC 0.06% Add +15.1% 12,226 $470K
Principia Wealth Advisory, LLC 0.27% Reduce -60.0% 12,231 $469K
Lazari Capital Management, Inc. 0.16% Add +11.6% 12,186 $468K
Diversified Enterprises, LLC 0.03% No change 12,179 $468K
Ignite Planners, LLC 0.07% Reduce -3.0% 12,147 $467K
Brooklyn Investment Group 0.01% Add +70.4% 12,128 $466K
Quaker Wealth Management, LLC 0.15% Add +344.7% 12,113 $465K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 11,944 $459K
Wilmar Advisors LLC 0.40% Add +98.3% 11,900 $457K
Sanders Morris Harris LLC 0.07% Add +1.4% 11,896 $457K
Earned Wealth Advisors, LLC 0.03% Add +121.4% 11,870 $456K
Bridgewater Advisors Inc. 0.03% New 10,100 $456K
MMBG Investment Advisors Co. 0.04% Reduce -47.7% 11,860 $456K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -29.6% 11,838 $455K
55 North Private Wealth, LLC 0.12% Add +175.0% 11,687 $449K
Lyell Wealth Management, LP 0.03% Reduce -10.2% 11,676 $449K
SAM Advisors, LLC 0.14% No change 11,640 $447K
Sanchez Gaunt Capital Management, LLC 0.28% — 11,609 $446K
Sagespring Wealth Partners, LLC 0.01% Add +18.1% 11,578 $445K
Snowwater Investment Partners, LLC 0.42% Reduce -2.6% 11,564 $444K
Bluespring Wealth Management, LLC 0.04% Add +13.8% 11,558 $444K
Optivise Advisory Services LLC 0.27% Add +2.3% 11,556 $444K
Global Endowment Management, LP 0.05% No change 11,541 $443K
BCS Wealth Management 0.09% Reduce -56.8% 11,527 $443K
Southern Capital Services Inc. 0.28% Add +31.5% 11,489 $441K
Phillips Financial Management, LLC 0.03% Reduce -7.6% 11,484 $441K
Asset Advisory Group, Inc. 0.22% Add +1.9% 11,474 $441K
Stordahl Capital Management, Inc. 0.09% Add +0.8% 11,471 $441K
First Foundation Advisors 0.02% Reduce -47.4% 11,464 $440K
Patriot Investment Management Group, Inc. 0.03% Reduce -1.0% 11,457 $440K
Cypress Capital Group 0.05% No change 11,450 $440K
Summitry LLC 0.02% New 11,450 $440K
Continuum Advisory, LLC 0.04% Add +1.1% 11,339 $436K
TLS Advisors LLC 1.03% Add +177.2% 11,327 $435K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -33.1% 11,317 $435K
PCG Wealth Advisors, LLC 0.11% New 11,258 $433K
Altus Wealth Group LLC 0.18% Add +37.2% 11,255 $432K
Spire Wealth Management 0.01% Add +2.4% 11,201 $430K
Plancorp, LLC 0.01% Add +1.2% 10,337 $430K
Harvest Investment Services, LLC 0.08% Add +110.1% 11,181 $430K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% Add +18.6% 11,176 $429K
WIT Partners Advisory Pte. Ltd. 0.13% No change 11,150 $428K
Nwam LLC 0.02% Reduce -23.1% 11,130 $428K
IKE Capital, LLC 0.24% New 11,125 $427K
TRB Wealth Management, LLC 0.06% — 11,103 $427K
Wellington-Altus USA Inc. 0.25% Reduce -35.6% 12,798 $426K
Saxon Interests, Inc. 0.15% Add +8.6% 11,024 $424K
Objectivity Squared, LLC 0.27% Add +21.5% 11,021 $423K
Birch Hill Investment Advisors LLC 0.02% No change 11,000 $423K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 10,891 $418K
Beacon Financial Advisory LLC 0.09% Add +7.1% 10,865 $417K
Millington Financial Advisors, LLC 0.17% Add +41.7% 9,520 $415K
Factor Wealth Management LTD 0.08% New 10,760 $413K
Fortis Group Advisors, LLC 0.07% Add +11.3% 9,503 $412K
Rehmann Capital Advisory Group 0.02% Add +36.0% 10,688 $411K
Perryman Financial Advisory Inc. 0.06% Add +16.4% 10,683 $410K
Huntington National Bank 0.00% New 10,672 $410K
One Wealth Management Investment & Advisory Services, LLC 0.49% Reduce -1.0% 10,667 $410K
Ameriflex Group, Inc. 0.21% Add +293.0% 10,662 $410K
Cannon Global Investment Management, LLC 0.99% No change 10,600 $407K
Evanson Asset Management, LLC 0.02% Reduce -15.8% 10,592 $407K
GWN Securities Inc. 0.08% Add +22.9% 10,585 $407K
RMG Wealth Management LLC 0.05% Add +305.9% 8,731 $406K
Ankerstar Wealth, LLC 0.43% Add +835.5% 10,552 $405K
Colony Family Offices, LLC 0.10% No change 10,545 $405K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +40.1% 10,515 $404K
Merkkuri Wealth Advisors LLC 0.27% Add +0.6% 10,510 $404K
Maridea Wealth Management LLC 0.06% Reduce -75.6% 10,487 $403K
Flatrock Wealth Partners LLC 0.18% Reduce -4.3% 10,450 $401K
Capital CS Group, LLC 0.83% New 10,426 $401K
Global Assets Advisory, LLC 0.11% Add +1.0% 10,410 $400K
Tradition Wealth Management, LLC 0.03% Reduce -8.3% 10,410 $400K
Zinnia Wealth Advisory, LLC 0.44% Add +26.8% 10,347 $398K
Atwater Malick LLC 0.11% Add +14.2% 10,337 $397K
Prosperity Consulting Group, LLC 0.02% Add +32.0% 10,336 $397K
Garden State Investment Advisory Services LLC 0.09% Reduce -3.4% 10,325 $397K
71 West Capital Partners 0.02% New 10,300 $396K
Frank, Rimerman Advisors LLC 0.03% No change 10,259 $394K
KWB Wealth 0.04% Reduce -4.2% 7,924 $393K
Amicus Financial Advisors, LLC 0.11% Add +16.1% 10,134 $389K
Roberts Glore & Co. Inc. 0.11% New 10,080 $387K
Pinnacle Associates Ltd. 0.01% Add +86.7% 10,054 $386K
Cardinal Point Capital Management ULC 0.02% Add +51.6% 10,023 $385K
Advisory Alpha, LLC 0.01% Add +47.7% 10,020 $385K
4J Wealth Management LLC 0.22% Add +2.8% 9,993 $384K
Redstone Wealth Management, LLC 0.30% Add +1.4% 9,943 $382K
Moseley Investment Management Inc. 0.12% Add +11.0% 9,942 $382K
L2 Asset Management, LLC 0.04% Add +100.0% 9,936 $382K
Shade Tree Advisors LLC 0.27% New 9,928 $381K
Encompass Wealth Advisors, LLC 0.13% Add +37.4% 9,877 $379K
McElhenny Sheffield Capital Management, LLC 0.09% No change 9,874 $379K
Veltria Advisors Corp. 1.26% No change 8,150 $377K
Schorn Wealth LLC 0.11% Reduce -52.0% 9,794 $376K
Alchemi Wealth, LLC 0.21% Add +35.3% 9,726 $374K
Tempus Wealth Planning, LLC 0.09% Add +6.3% 9,652 $371K
Paragon Financial Partners, Inc. 0.21% No change 8,800 $371K
St Germain D J Co. Inc. 0.01% Add +19.7% 9,643 $370K
Van Hulzen Asset Management, LLC 0.03% Add +30.8% 9,612 $369K
Whitener Capital Management, Inc. 0.08% Add +67.4% 9,602 $369K
Coordinated Financial Services, Inc. 0.22% Reduce -8.3% 9,585 $368K
Synergy Asset Management, LLC 0.04% Add +47.8% 9,573 $368K
Verus Financial Partners, Inc. 0.03% Reduce -3.4% 8,597 $367K
Centennial Advisors, LLC 0.47% Add +26.6% 9,555 $367K
Koshinski Asset Management, Inc. 0.02% Reduce -21.4% 9,554 $367K
Vicus Capital 0.03% Add +18.1% 9,529 $366K
JB Capital LLC 0.01% Reduce -2.1% 9,505 $365K
Heritage Investors Management Corp. 0.01% No change 9,490 $365K
Bitterroot Capital Advisors LLC 0.22% No change 9,496 $365K
First Heartland Consultants, Inc. 0.03% Add +4.8% 9,493 $365K
Maia Wealth LLC 0.06% Reduce -44.0% 9,485 $364K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +111.8% 9,482 $364K
Cathy Pareto & Associates, Inc. 0.24% Reduce -8.3% 9,476 $364K
Laurel Oak Wealth Management, LLC 0.06% Add +24.4% 9,464 $364K
Nadler Financial Group, Inc. 0.04% Add +107.4% 9,450 $363K
Farmers Trust Co. 0.06% Add +19.4% 9,428 $362K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -10.3% 9,419 $362K
Signature Equity Partners, LLC 0.19% Add +81.1% 9,360 $360K
Sigma Planning Corp 0.01% Add +0.6% 9,349 $359K
Foronjy Financial LLC 0.15% Add +13.2% 9,325 $358K
Capstone Financial Advisors, Inc. 0.02% Add +28.1% 9,299 $357K
Avaii Wealth Management, LLC 0.12% Reduce -11.9% 9,289 $357K
OakTrust Wealth Advisors, LLC 0.32% Add +5.5% 9,256 $356K
Biltmore Family Office, LLC 0.05% Add +0.7% 9,251 $355K
Rockefeller Capital Management L.P. 0.00% Add +259.2% 9,218 $354K
Entelevest, LLC 0.36% Add +24.0% 9,192 $353K
Leavell Investment Management, Inc. 0.01% Add +1.9% 9,169 $352K
Wealthquest Corp 0.03% Add +6.7% 9,162 $352K
Virtue Capital Management, LLC 0.05% Reduce -0.5% 9,341 $352K
SJS Investment Consulting Inc. 0.04% Add +24.1% 9,161 $352K
Basecamp Wealth Advisors LLC 0.07% Add +32.4% 9,160 $352K
Citrine Capital LLC 0.15% New 9,149 $352K
Sage Rhino Capital LLC 0.07% New 9,112 $350K
Embree Financial Group 0.04% Reduce -10.2% 9,091 $349K
Vivid Wealth Management, LLC 0.14% Add +2.2% 9,070 $348K
Harbour Investments, Inc. 0.01% Add +52.4% 9,047 $348K
MOR Wealth Management, LLC 0.16% Reduce -35.8% 9,039 $347K
Innovative Asset Advisors Group, LLC 0.20% — 9,035 $347K
One Capital Management, LLC 0.01% Reduce -18.9% 9,027 $347K
AdvisorNet Financial, Inc 0.02% Add +36.0% 9,025 $347K
Wealthgarden F.S. LLC 0.24% Add +44.3% 9,015 $346K
Keb Asset Management, LLC 0.07% No change 9,015 $346K
Corient IA LP 0.33% New 9,000 $346K
Everhart Financial Group, Inc. 0.03% Add +27.4% 8,996 $346K
KCM Investment Advisors LLC 0.01% Add +8.7% 8,948 $344K
Alaska Wealth Advisors, LLC 0.04% New 8,900 $342K
Gilbert & Cook, Inc. 0.04% Add +12.1% 8,887 $341K
Callan Family Office, LLC 0.01% Reduce -7.2% 8,876 $341K
Sunburst Financial Group, LLC 0.07% Add +17.7% 8,867 $341K
CJM Wealth Advisers, Ltd. 0.10% No change 8,861 $340K
New Vernon Capital Holdings II LLC 0.25% No change 8,858 $340K
Third View Private Wealth, LLC 0.05% Reduce -2.0% 8,857 $340K
Cushing Capital Partners, LLC 0.26% Reduce -0.5% 8,821 $339K
Greenline Partners, LLC 0.04% Add +29.3% 8,812 $339K
Willner & Heller, LLC 0.25% No change 8,786 $338K
Ranch Capital Advisors Inc. 0.12% Reduce -17.3% 8,764 $337K
National Mutual Funds Management Ltd. 100.00% Add +74.0% 8,760 $337K
Midwest Financial Group LLC 0.14% Reduce -8.6% 8,721 $335K
Sunbelt Securities, Inc. 0.02% Add +14.3% 8,693 $334K
Guardian Wealth Advisors, LLC / NC 0.02% Add +38.8% 8,691 $334K
Mosaic Family Wealth Partners, LLC 0.03% New 8,691 $334K
ATX Financial Planning, LLC 0.25% Reduce -0.3% 8,661 $333K
Investment Partners Asset Management, Inc. 0.21% Reduce -2.3% 8,658 $333K
Private Management Group Inc. 0.01% Add +8.1% 8,646 $332K
Midwest Financial Partners Investments, Inc. 0.18% New 8,630 $332K
Falcon Wealth Planning 0.02% Add +57.5% 8,616 $331K
Arrowroot Family Office, LLC 0.11% Add +10.5% 8,598 $330K
JNBA Financial Advisors 0.03% No change 8,589 $330K
Riggs Asset Managment Co. Inc. 0.07% New 8,546 $328K
Optas, LLC 0.05% Add +100.0% 8,544 $328K
Kingsbury Capital Investment Advisors LLC 0.31% — 8,536 $328K
Wealth Group Ltd 0.07% Reduce -34.0% 8,535 $328K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +28.7% 8,530 $328K
Crew Capital Management, Ltd 0.22% Add +3.1% 8,490 $326K
Salomon & Ludwin, LLC 0.03% Add +22.0% 8,545 $324K
Silverlake Wealth Management LLC 0.07% Add +15.9% 8,395 $323K
OneAscent Wealth Management LLC 0.11% Reduce -2.3% 8,382 $322K
Black Diamond Financial, LLC 0.04% Reduce -5.6% 8,381 $322K
Vontobel Holding Ltd. 0.00% Reduce -91.8% 8,378 $322K
Crewe Advisors LLC 0.03% Add +2.0% 8,347 $321K
Wincap Financial LLC 0.21% Add +24.4% 8,322 $320K
Mainstream Capital Management LLC 0.21% No change 8,284 $318K
FSA Investment Group, LLC 0.13% Reduce -63.6% 8,239 $317K
Perennial Advisors, LLC 0.05% Reduce -13.4% 8,155 $313K
Noble Wealth Management PBC 0.16% Add +163000.0% 8,155 $313K
Endeavor Private Wealth, Inc. 0.09% No change 8,150 $313K
Blue Trust, Inc. 0.00% Add +1.2% 8,142 $313K
Westmount Partners, LLC 0.08% Add +71.8% 8,135 $313K
Mayport, LLC 0.06% No change 8,119 $312K
Flaharty Asset Management, LLC 0.04% Reduce -21.3% 8,116 $312K
RMR Wealth Builders 0.02% Reduce -2.4% 8,108 $312K
Performance Wealth Partners, LLC 0.01% Add +12.4% 8,104 $311K
Oakworth Capital, Inc. 0.02% No change 8,078 $310K
Permanent Capital Management, LP 0.05% Add +23.8% 7,142 $309K
Synergy Investment Management, LLC 0.10% Add +75.6% 8,032 $309K
Wealth Management Partners, LLC 0.09% Add +22.4% 8,015 $308K
Shepherd Financial Partners LLC 0.03% Add +81.0% 7,998 $307K
Linscomb Wealth, Inc. 0.01% New 7,985 $307K
Detalus Advisors, LLC 0.07% Add +2.4% 7,970 $306K
Atlas Legacy Advisors, LLC 0.06% New 7,879 $306K
Chemistry Wealth Management LLC 0.05% New 7,935 $305K
Legacy Wealth Partners, LLC 0.08% Add +13.4% 7,885 $303K
Destiny Wealth Partners, LLC 0.03% New 7,845 $301K
Stratos Investment Management, LLC 0.01% Reduce -28.8% 7,802 $300K
CMH Wealth Management LLC 0.05% New 7,799 $300K
Quantum Financial Planning Services, Inc. 0.11% Add +0.3% 7,773 $299K
Fortis Capital Management LLC 0.04% Reduce -0.1% 7,754 $298K
Golden State Wealth Management, LLC 0.03% Reduce -15.8% 7,718 $297K
Correct Capital Wealth Management 0.06% Add +4.2% 7,671 $295K
Magnolia Private Wealth, LLC 0.20% Add +17.9% 7,659 $294K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +1.8% 7,658 $294K
PUREfi Wealth, LLC 0.19% Add +72.6% 7,593 $292K
Pennsylvania Capital Management Inc. 0.08% Add +4.1% 7,569 $291K
Greenwich Wealth Management LLC 0.01% Reduce -18.7% 7,511 $289K
Operose Advisors LLC 0.07% Add +23.9% 7,497 $288K
Acropolis Investment Management, LLC 0.01% Add +12.7% 7,477 $287K
1832 Asset Management L.P. 0.00% Reduce -10.0% 7,456 $286K
Certuity, LLC 0.02% Add +16.6% 7,455 $286K
Chesley Taft & Associates LLC 0.01% No change 7,450 $286K
Catalyst Private Wealth, LLC 0.15% Reduce -3.1% 7,447 $286K
Aspen Grove Capital, LLC 0.06% Add +50.9% 7,446 $286K
NorthCoast Asset Management LLC 0.01% Reduce -5.9% 7,420 $285K
Fire Capital Management LLC 0.13% No change 7,418 $285K
Clifford Swan Investment Counsel LLC 0.01% Reduce -56.0% 7,415 $285K
Greenhouse Wealth Management, LLC 0.18% Reduce -2.1% 7,413 $285K
Donaldson Capital Management, LLC 0.01% New 7,361 $283K
Vista Investment Partners LLC 0.07% Add +27.3% 7,339 $282K
Redhawk Wealth Advisors, Inc. 0.03% Add +32.5% 7,320 $281K
Hollencrest Capital Management 0.01% Add +0.1% 7,319 $281K
JGP Wealth Management, LLC 0.03% Add +1.5% 7,292 $280K
Benin Management CORP 0.06% Add +0.8% 7,270 $279K
Global Financial Private Client, LLC 0.09% Reduce -7.0% 7,236 $278K
Schrum Private Wealth Management LLC 0.21% Add +0.7% 7,225 $278K
FSB Premier Wealth Management, Inc. 0.09% Reduce -0.1% 7,221 $277K
Moneco Advisors, LLC 0.02% Add +12.5% 7,183 $276K
Brand Asset Management Group, Inc. 0.07% New 7,180 $276K
Asempa Wealth Advisors 0.24% Add +9.1% 7,133 $276K
Blue Chip Partners, LLC 0.02% New 7,150 $275K
Essential Investment Partners LLC 0.25% Reduce -24.9% 7,147 $275K
Advisor OS, LLC 0.02% Add +74.9% 7,145 $275K
FourThought Financial Partners, LLC 0.02% Reduce -11.4% 7,130 $274K
Blue Edge Capital, LLC 0.04% Add +23.5% 7,083 $272K
LGL Partners, LLC 0.11% Add +41.9% 7,078 $272K
Silver Oak Securities, Incorporated 0.02% Reduce -1.8% 7,056 $271K
Daymark Wealth Partners, LLC 0.01% Add +28.4% 7,030 $270K
Ruggiero Investments, Inc. 0.26% Reduce -16.7% 7,011 $269K
Naviter Wealth, LLC 0.03% Reduce -6.8% 6,985 $268K
MN Wealth Advisors, LLC 0.13% Add +1.5% 6,971 $268K
AssuredPartners Investment Advisors, LLC 0.03% Add +5.8% 6,776 $268K
SevenBridge Financial Group, LLC 0.04% Reduce -64.7% 5,976 $267K
Integrated Capital Management, LLC 0.11% Add +39.9% 6,958 $267K
RB Capital Management, LLC 0.06% Add +27.5% 6,925 $266K
New Wave Wealth Advisors LLC 0.09% Reduce -3.1% 6,908 $265K
Stock Yards Bank & Trust Co. 0.01% New 6,878 $264K
Crumly & Associates Inc. 0.06% New 6,876 $264K
Balboa Wealth Partners 0.04% Add +27.1% 6,841 $263K
Levin Capital Strategies, L.P. 0.02% Add +18.2% 6,817 $262K
TD Waterhouse Canada Inc. 0.00% Add +28.1% 6,772 $261K
XY Planning Network, Inc. 0.04% Add +46.6% 6,754 $261K
Astra Wealth Partners LLC 0.16% Reduce -31.4% 6,788 $261K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -21.6% 6,757 $260K
Crescent Grove Advisors, LLC 0.03% New 6,735 $259K
United Asset Strategies, Inc. 0.02% Add +13.8% 6,734 $259K
Cascade Financial Partners, LLC 0.03% Add +10.6% 6,704 $258K
Aspire Growth Partners LLC 0.18% Reduce -10.1% 6,699 $257K
Power Wealth Management LLC 0.10% No change 6,696 $257K
FWG Holdings, LLC 0.10% Reduce -42.7% 6,510 $257K
United Bank 0.03% No change 6,693 $257K
CFO4Life Group, LLC 0.04% Add +1.1% 6,682 $257K
Collaborative Wealth Managment Inc. 0.12% Add +30.8% 6,634 $255K
DAVENPORT & Co LLC 0.00% Add +3.3% 6,609 $254K
Sidoxia Capital Management, LLC 0.22% — 6,608 $254K
Charles Schwab Investment Management Inc. 0.00% Reduce -1.9% 6,588 $253K
Strategic Financial Planning, Inc. 0.15% New 11,176 $253K
J. Derek Lewis & Associates Inc. 0.06% Reduce -56.4% 6,568 $252K
Symphony Financial, Ltd. Co. 0.03% Add +38.8% 6,573 $252K
Aua Capital Management, LLC 0.13% No change 6,556 $252K
Integrated Wealth Management 0.29% Add +25.1% 6,550 $252K
Independent Wealth Network Inc. 0.07% New 6,532 $251K
MBA Advisors LLC 0.10% Add +19.4% 6,498 $250K
Taylor & Morgan Wealth Management, LLC 0.14% Reduce -13.6% 6,486 $249K
Diesslin Group, Inc. 0.11% No change 6,479 $249K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -39.2% 6,470 $249K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.6% 6,393 $246K
Krilogy Financial LLC 0.01% Reduce -37.2% 5,748 $246K
Sard Wealth Management Group, LLC 0.13% Add +0.7% 6,376 $245K
Hopwood Nicholas Hunter 0.08% Add +31.4% 6,371 $245K
Trust Point Inc. 0.02% No change 6,344 $244K
North Star Investment Management Corp. 0.01% Add +5.7% 6,340 $244K
Holistic Financial Partners 0.09% No change 6,337 $243K
Mascagni Wealth Management, Inc. 0.17% Reduce -1.1% 6,326 $243K
Beese Fulmer Investment Management, Inc. 0.02% Add +31.2% 6,315 $243K
WP Advisors, LLC 0.06% Reduce -11.9% 6,303 $242K
August Group Capital Ltd 0.28% Add +6.7% 6,299 $242K
JDH Wealth Management, LLC 0.16% Reduce -2.3% 6,297 $242K
TritonPoint Partners, LLC 0.09% Add +13.5% 6,293 $242K
Bokf, NA 0.00% Add +10.2% 6,275 $241K
Tobias Financial Advisors, Inc. 0.03% Add +45.5% 6,262 $241K
PDS Planning, Inc 0.02% New 6,251 $240K
Quattro Advisors LLC 0.21% Reduce -5.9% 6,250 $240K
FSM Wealth Advisors, LLC 0.03% Reduce -5.6% 6,243 $240K
Zacks Investment Management 0.00% Add +10.7% 6,224 $239K
Tortoise Investment Management, LLC 0.02% Add +12.2% 6,222 $239K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Add +49.7% 6,218 $239K
Legacy Financial Strategies, LLC 0.04% Add +15.3% 6,202 $238K
Journey Strategic Wealth LLC 0.01% Add +15.4% 6,169 $237K
Significant Wealth Partners LLC 0.29% New 6,165 $237K
Princeton Global Asset Management LLC 0.04% Add +15.1% 6,138 $236K
DGS Capital Management, LLC 0.04% Add +3.0% 6,106 $235K
Silicon Valley Capital Partners 0.02% No change 6,106 $235K
Carret Asset Management, LLC 0.02% Reduce -1.1% 6,100 $234K
Klingenstein Fields & Co. LP 0.01% Add +10.1% 6,090 $234K
Integrity Investment Advisors, LLC 0.13% New 6,067 $233K
Cidel Asset Management Inc. 0.01% Add +1.5% 6,060 $233K
Custos Family Office, LLC 0.16% New 6,013 $231K
Fusion Capital, LLC 0.06% Add +20.0% 5,993 $230K
6th Street Advisors, LLC 0.14% — 5,978 $230K
Patton Albertson Miller Group, LLC 0.03% No change 5,971 $229K
Castle Wealth Management LLC 0.07% Add +23.6% 5,949 $229K
Presidio Capital Management, LLC 0.07% Add +34.0% 5,923 $228K
Thoroughbred Financial Services, LLC 0.01% No change 5,933 $227K
OLIO Financial Planning 0.06% Add +9.8% 5,902 $227K
Graybill Wealth Management, LTD. 0.07% No change 5,900 $227K
Spinnaker Investment Group, LLC 0.05% Reduce -13.6% 5,886 $226K
LCM Capital Management Inc 0.11% Reduce -24.8% 5,880 $226K
Coastline Complete Wealth LLC 0.14% Reduce -16.8% 5,832 $224K
JMG Financial Group, Ltd. 0.01% Add +9.1% 5,825 $224K
MBE Wealth Management, LLC 0.09% Reduce -11.5% 5,823 $224K
Aspirean Wealth, LLC 0.24% Reduce -8.0% 5,808 $223K
MSH Capital Advisors LLC 0.05% Add +0.2% 5,797 $223K
Wellington Shields Capital Management, LLC 0.03% Reduce -76.2% 5,767 $222K
1ST Source Bank 0.01% Add +14.4% 5,750 $221K
First City Capital Management, Inc. 0.12% Add +18.6% 5,731 $220K
Abundance Wealth Counselors 0.03% New 5,727 $220K
Howe & Rusling Inc. 0.01% New 5,720 $220K
GC Wealth Management RIA, LLC 0.01% New 5,679 $218K
First Manhattan Co. Llc. 0.00% Reduce -38.3% 5,636 $217K
Wexford Capital LP 0.04% New 5,632 $216K
Arwa LLC 0.11% New 5,269 $216K
Twelve Points Wealth Management LLC 0.05% New 5,608 $215K
ArchPoint Investors 0.05% No change 5,589 $215K
N.E.W. Advisory Services LLC 0.02% Add +6.5% 5,542 $213K
Meridian Wealth Advisors, LLC 0.03% Reduce -8.7% 5,534 $213K
Wealthcare Capital Management LLC 0.02% Reduce -39.9% 5,533 $213K
Hamilton Wealth, LLC 0.04% Reduce -71.5% 5,528 $212K
Mainsail Asset Management, LLC 0.10% No change 5,525 $212K
Financial Planning Navigators CORP 0.09% Add +18.5% 5,516 $212K
Northcape Wealth Management, LLC 0.06% New 5,496 $211K
Alliance Wealth Advisors, LLC 0.10% Add +18.1% 5,470 $210K
Franklin Resources Inc. 0.00% Reduce -6.7% 5,468 $210K
Walter & Keenan Wealth Management LLC /in/ 0.06% New 5,459 $210K
Chiron Capital Management, LLC 0.21% — 5,453 $210K
Financial Security Advisor, Inc. 0.04% Reduce -12.9% 5,436 $209K
Pacific Asset Management, LLC 0.12% Add +28.2% 5,412 $208K
OneAscent Family Office, LLC 0.15% No change 5,405 $208K
Clark Financial Services Group Inc. 0.11% Reduce -0.0% 5,400 $207K
Claret Asset Management Corp 0.02% No change 5,375 $207K
Madison Asset Management, LLC 0.00% No change 5,375 $207K
Lantern Wealth Advisors, LLC 0.11% New 5,371 $206K
Retirement Planning Co of New England, Inc. 0.08% No change 5,347 $205K
Waddell & Associates, LLC 0.01% New 5,329 $205K
Bedell Frazier Investment Counselling, LLC 0.04% Reduce -73.5% 5,326 $205K
Integrity Wealth Partners, LLC 0.18% — 5,321 $204K
Entrewealth, LLC 0.09% New 5,309 $204K
Signature Wealth Management Group 0.08% No change 5,307 $204K
Holcombe Financial, Inc. 0.12% Reduce -1.9% 5,290 $203K
Keystone Financial Services 0.06% No change 5,284 $203K
Zuckerman Investment Group, LLC 0.02% Add +13.5% 5,282 $203K
Spreng Capital Management, Inc. 0.10% Reduce -52.1% 5,274 $203K
Fischer Investment Strategies, LLC 0.12% Reduce -43.5% 5,272 $203K
Miller Financial Services LLC 0.23% Add +30.6% 5,271 $203K
Bogart Wealth, LLC 0.01% Add +44.9% 5,258 $202K
Canvas Wealth Advisors, LLC 0.03% Add +29.1% 5,250 $202K
HHM Wealth Advisors, LLC 0.02% Reduce -71.6% 5,242 $201K
MPS Loria Financial Planners, LLC 0.05% New 5,241 $201K
Cedarwood Wealth LLC 0.20% Add +1.0% 5,214 $200K
Physician Wealth Advisors, Inc. 0.03% Add +2.1% 5,214 $200K
Client 1ST Advisory Group, LLC 0.06% No change 5,207 $200K
Hoey Investments, Inc. 0.03% Add +2.0% 5,195 $200K
Obsidian Cio, LLC 0.17% Add +0.0% 5,034 $193K
Nano Cap New Millennium Growth Fund L P 0.18% New 5,000 $192K
Glass Jacobson Investment Advisors llc 0.06% Reduce -12.5% 4,766 $183K
Independence Bank of Kentucky 0.02% Reduce -72.5% 4,706 $181K
Twin Peaks Wealth Advisors, LLC 0.05% New 4,688 $180K
Root Financial Partners, LLC 0.01% Add +49.3% 4,538 $174K
Opal Wealth Advisors, LLC 0.04% New 4,488 $172K
Main Street Group, LTD 0.06% New 4,486 $172K
Ancora Advisors LLC 0.00% Add +0.4% 4,469 $172K
Sankala Group LLC 0.14% No change 4,542 $171K
Nemes Rush Group LLC 0.02% Add +62.8% 4,411 $169K
SouthState Bank Corp 0.01% Reduce -11.5% 4,411 $169K
DecisionPoint Financial, LLC 0.04% Add +2.4% 4,340 $167K
Wall Street Financial Group, Inc. 0.10% New 4,246 $163K
Armstrong Advisory Group, Inc. 0.01% No change 4,227 $162K
Beaird Harris Wealth Management, LLC 0.01% Add +13.0% 4,139 $159K
Coston, McIsaac & Partners 0.04% Add +348.8% 4,084 $156K
Ascentis Independent Advisors 0.01% New 4,019 $154K
Private Wealth Management Group, LLC 0.04% Add +28.7% 4,012 $154K
Smallwood Wealth Investment Management, LLC 0.08% Add +0.2% 4,009 $154K
Franchise GP Ltd 0.06% No change 3,993 $153K
IMG Wealth Management, Inc. 0.09% No change 3,840 $148K
Tower Research Capital LLC (TRC) 0.00% New 3,796 $146K
Titan Wealth (CI) Ltd 0.06% No change 3,664 $141K
Valley National Advisers Inc. 0.02% Add +9.1% 3,623 $139K
Glen Eagle Advisors, LLC 0.02% No change 3,603 $138K
Fairway Wealth LLC 0.04% Add +66.2% 3,587 $136K
Winch Advisory Services, LLC 0.03% No change 3,537 $136K
JPL Wealth Management, LLC 0.03% New 3,518 $135K
Mechanics Financial Corp 0.06% No change 3,500 $134K
Colonial Trust Co / SC 0.02% No change 3,500 $134K
Bfsg, LLC 0.01% Add +7.0% 3,460 $133K
Chesapeake Asset Management LLC 0.10% Add +9.5% 3,405 $131K
Johnson Financial Group, Inc. 0.00% Add +75.2% 3,346 $129K
Financial Consulate, Inc. 0.02% Add +6.4% 3,341 $128K
Winthrop Capital Management, LLC 0.03% Add +38.9% 3,324 $128K
Horiko Capital Management LLC 0.03% New 3,280 $126K
Avion Wealth 0.03% No change 3,285 $126K
REAP Financial Group, LLC 0.02% No change 3,266 $125K
Lanark Financial, Inc. 0.01% Add +15.7% 3,194 $123K
Kozak & Associates, Inc. 0.02% New 2,918 $121K
Parkside Financial Bank & Trust 0.01% Reduce -2.5% 3,151 $121K
First Horizon Corp. 0.01% No change 3,150 $121K
Team Financial Group, LLC 0.05% Add +23.6% 3,119 $120K
Quadrant Capital Group LLC 0.00% Reduce -33.9% 3,119 $120K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +52.7% 3,100 $119K
Imprint Wealth LLC 0.53% Add +87.8% 3,022 $116K
Toronto Dominion Bank 0.00% No change 3,000 $115K
Dagco, Inc. 0.02% Add +4.9% 2,969 $114K
Kelleher Financial Advisors 0.03% Reduce -27.3% 2,963 $114K
Indiana Trust & Investment Management Co 0.04% No change 2,955 $114K
TopTier Wealth Management, LLC 0.07% New 2,936 $113K
Vermillion Wealth Management, Inc. 0.04% Add +0.1% 2,930 $113K
Entrust Financial LLC 0.08% Add +0.7% 2,803 $108K
Orion Capital Management LLC 0.04% No change 2,754 $106K
Cedar Mountain Advisors, LLC 0.02% Add +7.4% 2,746 $106K
Gold Investment Management Ltd. 0.03% No change 2,723 $105K
Bartlett & Co. Wealth Management LLC 0.00% Add +109.6% 2,295 $104K
Luminist Capital LLC 0.14% Add +4.9% 2,698 $104K
Rosenberg Matthew Hamilton 0.02% Reduce -40.0% 2,607 $100K
Arcadia Investment Management Corp. 0.02% No change 2,600 $100K
Edmond DE Rothschild Holding S.A. 0.00% No change 2,598 $100K
First United Bank & Trust 0.03% Reduce -42.0% 2,564 $99K
Gill Capital Partners, LLC 0.03% New 2,516 $97K
Caldwell Trust Co 0.01% No change 2,509 $96K
Missouri Trust & Investment Co 0.03% No change 2,500 $96K
Bernard Wealth Management Corp. 0.04% Add +8.1% 2,487 $96K
Gen-Wealth Partners Inc 0.03% Add +4.9% 2,423 $93K
Wellington Shields & Co., LLC 0.02% Add +100.4% 2,383 $92K
Lloyd Advisory Services, LLC. 0.03% Add +7.6% 2,345 $90K
Kingdom Financial Group LLC. 0.03% Add +38.3% 2,345 $90K
Global Wealth Strategies & Associates 0.02% No change 2,343 $90K
Napier Financial, LLC 0.02% New 2,338 $90K
LM Advisors LLC 0.50% Reduce -6.6% 3,449 $90K
Wilkerson Advisory Group LLC 0.03% No change 2,321 $89K
Stone House Investment Management, LLC 0.02% Reduce -44.4% 2,307 $89K
Horrell Capital Management, Inc. 0.04% No change 2,257 $87K
Coastline Trust Co 0.01% Add +1.4% 2,195 $84K
DT Investment Partners, LLC 0.01% Reduce -66.7% 2,169 $83K
Portus Wealth Advisors, LLC 0.08% New 2,143 $82K
Axiom Investment Management LLC 0.06% — 2,135 $82K
Triumph Capital Management 0.02% Add +24.8% 2,111 $81K
Quent Capital, LLC 0.01% Reduce -30.2% 2,077 $80K
HM Payson & Co. 0.00% No change 2,076 $80K
Evolution Wealth Management Inc. 0.06% Add +1.8% 2,068 $79K
Dunhill Financial, LLC 0.02% No change 2,065 $79K
Bruce G. Allen Investments, LLC 0.05% No change 2,030 $78K
Atwood & Palmer Inc. 0.00% Reduce -18.4% 2,000 $77K
Plante Moran Financial Advisors, LLC 0.00% Reduce -64.5% 1,939 $74K
Wealth Preservation Advisors, LLC 0.06% Reduce -19.8% 1,848 $71K
Vestor Capital, LLC 0.01% Add +103.8% 1,822 $70K
Beacon Investment Advisory Services, Inc. 0.00% New 1,807 $69K
Capital Analysts, LLC 0.00% Add +25.9% 1,804 $69K
St. Johns Investment Management Company, LLC 0.03% Add +394.4% 1,755 $67K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,735 $67K
Key Capital Management, INC 0.04% Add +227.4% 1,709 $66K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,690 $65K
Measured Wealth Private Client Group, LLC 0.02% Reduce -3.9% 1,661 $64K
Grove Bank & Trust 0.01% Reduce -34.9% 1,635 $63K
Caitlin John, LLC 0.04% Add +163.1% 1,613 $62K
Keating Financial Advisory Services, Inc. 0.01% Reduce -90.5% 1,592 $61K
Spurstone Advisory Services, LLC 1.04% New 1,585 $61K
Fairman Group, LLC 0.05% No change 1,571 $60K
Horizons Wealth Management 0.04% No change 1,553 $60K
Elevated Capital Advisors, LLC 0.01% Add +10.0% 1,539 $59K
Meramec Financial Planners, LLC 0.02% Reduce -12.7% 1,352 $58K
Smithfield Trust Co 0.00% No change 1,506 $58K
Pittenger & Anderson Inc. 0.00% Reduce -28.7% 1,506 $58K
Luken Investment Analytics, LLC 0.02% No change 1,500 $58K
Financial Perspectives, Inc 0.02% No change 1,473 $57K
Osbon Capital Management LLC 0.05% Reduce -90.7% 1,459 $56K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,422 $55K
SWAN Capital LLC 0.02% No change 1,394 $54K
IAG Wealth Partners, LLC 0.01% Reduce -82.2% 1,382 $53K
Anfield Capital Management, LLC 0.01% New 1,380 $53K
Cornerstone National Bank & Trust Co 0.02% No change 1,355 $52K
Park Place Capital Corp 0.01% Add +52.6% 1,360 $52K
Covestor Ltd 0.04% Add +176.5% 1,319 $51K
Center for Financial Planning, Inc. 0.01% New 1,300 $50K
Burkett Financial Services, LLC 0.02% No change 1,295 $50K
New England Capital Financial Advisors LLC 0.01% No change 1,265 $49K
Strategic Investment Solutions, Inc. 0.01% No change 1,214 $47K
Bangor Savings Bank 0.00% Add +9.1% 1,203 $46K
LFA - Lugano Financial Advisors SA 0.02% No change 1,193 $46K
Bank of New Hampshire 0.01% No change 1,182 $45K
GoalVest Advisory LLC 0.01% No change 1,146 $44K
Vision Retirement, LLC 0.01% Add +13.4% 1,134 $44K
Acumen Wealth Advisors, LLC 0.01% Add +2.6% 1,127 $43K
City Holding Co. 0.01% Reduce -40.7% 1,115 $43K
Legend Capital Advisors LLC 0.03% New 1,110 $43K
Elevation Wealth Partners, LLC 0.02% Add +4.4% 1,101 $42K
IFS Advisors, LLC 0.02% Add +41.3% 1,095 $42K
VSM Wealth Advisory, LLC 0.01% Add +11.3% 1,076 $41K
Mather Group, Llc. 0.00% New 1,059 $41K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,053 $40K
Perkins Coie Trust Co 0.01% No change 1,045 $40K
Ball & Co Wealth Management Inc. 0.03% New 1,046 $40K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +24.8% 1,026 $39K
Richardson Capital Management LLC 0.02% No change 1,002 $38K
Islay Capital Management, LLC 0.02% No change 1,000 $38K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,000 $38K
Steph & Co. 0.01% New 975 $37K
Nvwm, LLC 0.01% Reduce -92.0% 972 $37K
Evermay Wealth Management LLC 0.00% No change 950 $36K
Steigerwald, Gordon & Koch Inc. 0.00% Add +58.3% 950 $36K
Front Row Advisors LLC 0.01% Add +5.1% 946 $36K
Wolff Wiese Magana LLC 0.02% Reduce -9.1% 944 $36K
DiNuzzo Private Wealth, Inc. 0.00% Add +391.7% 944 $36K
Retiremitten Financial LLC 0.02% — 944 $36K
Gilpin Wealth Management, LLC 0.03% Add +0.2% 929 $36K
Millstone Evans Group, LLC 0.02% No change 924 $36K
Curio Wealth, LLC 0.01% Add +1.8% 905 $35K
CNB Bank 0.01% No change 903 $35K
GHP Investment Advisors, Inc. 0.00% Add +7.2% 898 $35K
Tripletail Wealth Management, LLC 0.05% Add +12.5% 900 $34K
Vision Financial Markets LLC 0.03% No change 889 $34K
Tompkins Financial Corp. 0.00% New 889 $34K
LGT Financial Advisors LLC 0.17% Reduce -38.6% 888 $34K
GW&K Investment Management, LLC 0.00% No change 857 $33K
Arlington Trust Co LLC 0.00% No change 850 $33K
McIlrath & Eck, LLC 0.00% No change 849 $33K
Global Trust Asset Management, LLC 0.01% Add +13.7% 830 $32K
Peterson Wealth Management 0.02% New 825 $32K
Graney & King, LLC 0.02% No change 812 $31K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 803 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 801 $31K
Harbor Asset Planning, Inc. 0.03% No change 788 $30K
TD Capital Management LLC 0.00% No change 781 $30K
BankPlus Trust Department 0.01% New 727 $28K
Sound Income Strategies, LLC 0.00% No change 711 $27K
United Financial Planning Group LLC 0.02% New 714 $27K
CENTRAL TRUST Co 0.00% Reduce -58.6% 704 $27K
Jones Financial Companies LLLP 0.00% New 710 $27K
Banque Transatlantique SA 0.00% New 685 $26K
Three Bearings Fiduciary Advisors, Inc. 0.03% Add +2.0% 677 $26K
WFA of San Diego, LLC 0.02% No change 670 $26K
Birchwood Financial Partners, Inc. 0.02% No change 666 $26K
CoreCap Advisors, LLC 0.00% Add +231.3% 656 $25K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +29.8% 654 $25K
Guardian Financial Partners, LLC 0.01% No change 651 $25K
Hantz Financial Services, Inc. 0.00% Reduce -52.9% 625 $24K
MPWM Advisory Solutions, LLC 0.01% Add +25.9% 608 $23K
Barrett & Company, Inc. 0.01% Reduce -43.1% 600 $23K
Medallion Wealth Advisors, LLC 0.01% Reduce -35.3% 597 $23K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -86.8% 594 $23K
YANKCOM Partnership 0.01% New 593 $23K
Fairscale Capital, LLC 0.02% No change 590 $23K
American National Bank & Trust 0.00% No change 576 $22K
Davis Capital Management 0.01% No change 572 $22K
PFS Partners, LLC 0.01% Add +6.2% 565 $22K
PlanVest Financial, Inc 0.02% — 551 $21K
American Capital Advisory, LLC 0.01% Reduce -15.6% 542 $21K
Anchor Investment Management, LLC 0.00% Add +0.9% 530 $20K
Hickory Point Bank & Trust 0.01% New 525 $20K
Sfam, LLC 0.02% No change 516 $20K
Roble, Belko & Company, Inc 0.00% Add +3.4% 486 $19K
Highline Wealth Partners LLC 0.00% Reduce -20.3% 494 $19K
Financial Life Planners 0.01% New 480 $18K
West Branch Capital LLC 0.00% No change 479 $18K
1620 Investment Advisors, Inc. 0.01% No change 475 $18K
Founders Capital Management 0.01% No change 469 $18K
Fortitude Family Office, LLC 0.00% Reduce -96.6% 461 $18K
Kilter Group LLC 0.01% No change 460 $18K
Signature Resources Capital Management, LLC 0.01% Reduce -9.9% 457 $18K
Tidemark, LLC 0.00% No change 449 $17K
Financial Network Wealth Advisors LLC 0.02% No change 447 $17K
JFS Wealth Advisors, LLC 0.00% Reduce -7.3% 447 $17K
Brown, Lisle/Cummings, Inc. 0.00% Add +10.0% 440 $17K
First Pacific Financial 0.00% Add +34.8% 407 $16K
Bare Financial Services, Inc 0.00% Reduce -91.1% 404 $16K
HighMark Wealth Management LLC 0.01% Reduce -52.9% 400 $15K
Strengthening Families & Communities, LLC 0.00% Reduce -44.8% 400 $15K
Heritage Wealth Advisors 0.00% Reduce -50.3% 395 $15K
Sachetta, LLC 0.01% No change 384 $15K
TFC Financial Management, Inc. 0.00% Add +566.7% 380 $15K
DHJJ Financial Advisors, Ltd. 0.00% Add +7.1% 379 $15K
Scarborough Advisors, LLC 0.00% No change 379 $15K
Avalon Trust Co 0.00% No change 375 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -56.7% 371 $14K
Nalls Sherbakoff Group, LLC 0.01% No change 369 $14K
MCF Advisors LLC 0.00% No change 369 $14K
First Community Trust NA 0.01% No change 352 $14K
MTM Investment Management, LLC 0.00% No change 347 $13K
Midwest Capital Advisors, LLC 0.01% No change 333 $13K
MidFirst Bank 0.00% No change 331 $13K
Lavaca Capital LLC 0.00% No change 329 $13K
Provenance Wealth Advisors, LLC 0.00% No change 328 $13K
Fourth Dimension Wealth, LLC 0.00% No change 325 $12K
Sittner & Nelson, LLC 0.00% No change 322 $12K
Key Financial Inc 0.00% Add +8.9% 305 $12K
Trust Co 0.00% No change 300 $12K
Godfrey Financial Associates, Inc. 0.01% No change 295 $11K
Albion Financial Group 0.00% Reduce -23.1% 276 $11K
Bulwark Capital Corp 0.01% No change 267 $10K
Farmers & Merchants Investments Inc. 0.00% New 261 $10K
Hamrick Investment Counsel, llc 0.01% Add +85.7% 260 $10K
Philadelphia Investment Partners, LLC 0.01% — 258 $10K
Breakwater Investment Management 0.00% No change 253 $10K
NBT Bank, N.A. 0.00% Add +402.0% 251 $10K
Hughes Financial Services, LLC 0.00% Reduce -61.5% 238 $9K
Friedenthal Financial 0.00% No change 220 $8K
Abound Wealth Management 0.00% Add +24.1% 216 $8K
Crews Bank & Trust 0.00% No change 202 $8K
Game Plan Financial Advisors, LLC 0.00% Reduce -87.9% 201 $8K
Hartford Financial Management Inc. 0.00% Reduce -14.9% 200 $8K
Morton Brown Family Wealth, LLC 0.00% No change 200 $8K
Essential Partners LLC 0.00% Reduce -18.0% 191 $7K
Intentional Wealth Strategies, LLC 0.01% — 190 $7K
Aventus Investment Advisors, Inc. 0.01% No change 188 $7K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -74.7% 186 $7K
Westside Investment Management, Inc. 0.00% No change 185 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 193 $7K
Keystone Financial Group, Inc. 0.00% No change 173 $7K
Walsh & Associates, LLC 0.01% No change 165 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 161 $6K
1 North Wealth Services LLC 0.00% No change 160 $6K
Owl Creek Wealth Partners LLC 0.00% — 156 $6K
JDM Financial Group LLC 0.00% No change 155 $6K
Alerus Financial NA 0.00% No change 148 $6K
Quest 10 Wealth Builders, Inc. 0.00% Add +15.9% 146 $6K
Pension & Wealth Management Advisors, Inc. 0.00% Add +16.1% 144 $6K
Tradewinds Capital Management, LLC 0.00% Add +0.7% 137 $5K
Hilton Head Capital Partners, LLC 0.00% No change 132 $5K
Raleigh Capital Management Inc. 0.00% Add +65.0% 132 $5K
McGuire Capital Advisors Inc. 0.00% Reduce -27.4% 127 $5K
Private Trust Co. NA 0.00% Add +8.7% 125 $5K
Milestone Investment Advisors LLC 0.00% Reduce -45.5% 103 $4K
Msrh, LLC 0.00% No change 102 $4K
Lodestone Wealth Management LLC 0.00% No change 101 $4K
Shengqi Capital (Hong Kong) Ltd 0.01% — 100 $4K
Minot DeBlois Advisors LLC 0.00% No change 100 $4K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% New 100 $4K
2UniFi Bank 0.00% New 100 $4K
TIAA Wealth Investment Management LLC 0.00% — 100 $4K
Collier Financial 0.00% No change 96 $4K
Bear Mountain Capital, Inc. 0.00% No change 84 $4K
Redwood Park Advisors LLC 0.00% Add +5.9% 90 $3K
Clearstead Trust, LLC 0.00% No change 84 $3K
Ravenstone Capital Management Inc. 0.00% No change 80 $3K
FMR LLC 0.00% Reduce -68.0% 75 $3K
Prestige Wealth Management Group LLC 0.00% Reduce -88.6% 74 $3K
MV Capital Management, Inc. 0.00% No change 71 $3K
Sunrise Financial Services, LLC 0.00% New 64 $2K
Natixis 0.00% Reduce -85.6% 64 $2K
Valued Wealth Advisors LLC 0.00% Reduce -77.6% 63 $2K
First PREMIER Bank 0.00% No change 50 $2K
Networth Advisors, LLC 0.00% Add +37.8% 51 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +66.7% 50 $2K
SIMA Wealth Partners, LLC 0.00% New 41 $2K
Rialto Wealth Management, LLC 0.00% Add +218.2% 35 $1K
Leo H. Evart, Inc. 0.00% — 33 $1K
Ares Financial Consulting, LLC 0.00% No change 31 $1K
Creative Capital Management Investments LLC 0.00% No change 30 $1K
Tanglewood Legacy Advisors, LLC 0.00% No change 29 $1K
Trust Co. of Toledo NA 0.00% No change 29 $1K
Clarity Asset Management, Inc. 0.00% No change 28 $1K
Frazier Financial Advisors, LLC 0.00% New 23 $884
Robbins Farley 0.00% Add +155.6% 23 $884
Murphy & Mullick Capital Management Corp 0.00% New 20 $768
Creative Financial Designs Inc. 0.00% Reduce -89.7% 20 $768
Trifecta Capital Advisors, LLC 0.00% New 19 $730
Chelsea Counsel Co. 0.00% No change 15 $577
Robinswood Financial LLC 0.00% New 15 $576
Duncker Streett & Co. Inc. 0.00% No change 15 $576
Align Financial, LLC 0.00% Reduce -94.0% 12 $461
Financially Speaking Inc 0.00% No change 11 $423
Sterling Capital Management LLC 0.00% Reduce -84.9% 11 $423
Berkshire Capital Holdings Inc. 0.00% No change 10 $384
Costello Asset Management, INC 0.00% No change 10 $384
Toth Financial Advisory Corp. 0.00% Add +250.0% 7 $269
Bullock Wealth Management Group 0.00% Add +33.3% 4 $155

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