iShares Bitcoin Trust ETFIBITETF

13F holders, Q2 2026 (June 30)
1,477holders −78
113new positions
192sold out
5famous investors
$33.37avg. 13F price*

At the end of Q2 2026, 1,477 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, down 78 from Q1 2026. 113 opened new positions and 192 sold out. The largest holders were Jane Street Group, LLC ($828.2M), Wells Fargo & Company ($812.2M) and Goldman Sachs Group Inc. ($573.7M). 5 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions113$409.3M
Exits192$733.6M

All 13F filers, Q1 2026 → Q2 2026: 75,290,867 shares bought and 72,084,104 shares sold, net +3,206,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,477 holders

Jane Street Group, LLC 0.53% Add +323.7% 24,878,191 $828.2M
Wells Fargo & Company 0.14% Add +275.1% 24,396,222 $812.2M
Goldman Sachs Group Inc. 0.06% Reduce -4.2% 17,232,201 $573.7M
Morgan Stanley 0.03% Reduce -4.5% 16,480,435 $548.6M
BlackRock, Inc. 0.01% Add +7.3% 15,034,046 $500.5M
Mubadala Investment Co PJSC 1.41% No change 14,721,917 $490.1M
Avenir Tech Ltd 72.34% Reduce -27.3% 13,289,697 $442.4M
JPMorgan Chase & Co. 0.02% Add +25.4% 10,407,635 $355.7M
Galaxy Digital Inc. 51.18% Add +30.0% 9,706,526 $323.1M
Millennium Management 0.23% Reduce -49.8% 9,686,854 $322.5M
Abu Dhabi Investment Council Co P.J.S.C 38.29% No change 8,218,712 $273.6M
Brevan Howard Capital Management LP 3.55% Reduce -70.4% 7,205,004 $239.9M
Walleye Capital LLC 1.12% Add +48.9% 6,428,551 $214.0M
NEOS Investment Management LLC 0.67% Add +55.4% 5,424,563 $180.6M
Marex Group Ltd 1.27% Reduce -4.6% 5,145,734 $171.3M
Laurore Ltd 100.00% Reduce -29.2% 4,846,279 $161.3M
Bank of Montreal 0.06% New 4,608,356 $153.4M
HRTG Gpe, LLC 4.36% No change 3,250,731 $108.2M
LPL Financial LLC 0.02% Add +0.4% 3,239,236 $107.8M
Mariner Investment Group LLC 38.88% No change 3,129,352 $104.2M
Harvard Management Co. Inc. 2.38% No change 3,044,612 $101.4M
Schonfeld Strategic Advisors LLC 0.53% Add +26.3% 2,972,084 $98.9M
DRW Securities, LLC 5.63% New 2,833,903 $94.3M
Barclays PLC 0.03% Reduce -41.0% 2,658,147 $88.5M
Susquehanna International Group, LLP 0.07% Add +35.8% 2,312,996 $77.0M
Pine Ridge Advisers LLC 4.61% No change 2,243,827 $74.7M
Blue Sparrow, LLC 0.72% New 2,222,000 $74.0M
Consolidated Portfolio Review Corp 5.94% No change 2,142,185 $71.3M
Walleye Trading LLC 0.98% Add +20.8% 2,113,993 $70.4M
Texas Capital Bank Wealth Management Services Inc 3.60% Reduce -0.5% 2,021,610 $67.3M
Pilgrim Partners Asia Pte Ltd 26.65% Add +5.1% 1,822,300 $60.7M
Pinpoint Asset Management (Singapore) Pte. Ltd. 15.02% No change 1,787,571 $59.5M
Wealthfront Advisers LLC 0.11% Add +20.6% 1,760,650 $58.6M
Bank of America Corp. 0.00% Add +77.0% 1,721,943 $57.3M
Macquarie Group Ltd. 0.23% Reduce -61.8% 1,581,934 $52.7M
Cerity Partners LLC 0.06% Reduce -10.3% 1,566,627 $52.2M
ParaFi Capital LP 19.24% Add +3.8% 1,517,172 $50.5M
HRT Financial LP 0.09% Add +533.6% 1,460,326 $48.6M
Cresset Asset Management, LLC 0.17% Add +8.1% 1,434,166 $47.7M
Renaissance Technologies 0.06% Add +312.9% 1,403,942 $46.7M
Copperwood Asset Management LP 100.00% Reduce -1.0% 1,401,467 $46.7M
Weiss Asset Management LP 0.79% Reduce -38.6% 1,400,417 $46.6M
HighTower Advisors, LLC 0.04% Add +1.9% 1,349,658 $44.9M
Fortress Investment Group LLC 8.31% No change 1,325,000 $44.1M
Cetera Investment Advisers 0.04% Reduce -1.0% 1,283,145 $42.7M
Squarepoint Ops LLC 0.08% Add +66.5% 1,258,028 $41.9M
Cantor Fitzgerald, L. P. 0.79% Add +87.6% 1,234,234 $41.1M
Harvest Portfolios Group Inc. 0.54% Add +15.6% 1,145,917 $38.1M
Ovata Capital Management Ltd 2.76% Reduce -3.0% 1,108,805 $36.8M
Betterment LLC 0.06% Reduce -6.2% 1,069,608 $35.6M
Financial Engines Advisors L.L.C. 0.06% Add +2.0% 997,018 $33.2M
Hudson Bay Capital Management LP 0.17% Reduce -47.9% 978,262 $32.6M
Nearwater Capital Markets, Ltd 0.50% Reduce -36.6% 878,000 $29.2M
Acorn Financial Advisory Services Inc. 3.75% Add +28.9% 849,344 $28.3M
Mariner, LLC 0.03% Reduce -11.8% 839,506 $27.9M
Horizon Kinetics Asset Management LLC 0.32% Add +5.5% 837,308 $27.9M
MML Investors Services, LLC 0.05% Add +26.5% 798,095 $26.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +0.2% 777,097 $25.9M
Rising Stella Capital Pte. Ltd 10.37% No change 775,735 $25.8M
Envestnet Asset Management Inc. 0.01% Add +4.6% 775,462 $25.8M
Allen Investment Management, LLC 0.30% Reduce -14.3% 764,433 $25.4M
Foundations Investment Advisors, LLC 0.26% Add +9.1% 757,409 $25.2M
Qube Research & Technologies Ltd 0.03% Add +53.0% 745,697 $24.8M
Kaleidoscope Capital LP 9.11% Add +4.1% 740,324 $24.6M
PEAK6 LLC 0.59% Add +162.7% 730,904 $24.3M
Tudor Investment Corporation 0.09% Add +18.9% 688,529 $22.9M
Corient Private Wealth LP 0.03% Reduce -15.2% 676,453 $22.5M
Allen Operations LLC 3.09% No change 670,200 $22.3M
WINTON GROUP Ltd 0.71% No change 661,277 $22.0M
PPSC Investment Service Corp 1.31% Add +10.6% 626,000 $20.8M
Oxler Private Wealth LLC 5.86% Add +11.1% 616,514 $20.5M
Commonwealth Equity Services, LLC 0.03% Reduce -2.2% 603,466 $20.1M
Ardmore Road Asset Management LP 1.17% Add +20.0% 600,000 $20.0M
Parkwood LLC 1.40% No change 589,000 $19.6M
Titan Global Capital Management USA LLC 2.39% Reduce -4.5% 565,894 $18.8M
US Bancorp \de 0.02% Reduce -13.1% 539,731 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +95.5% 534,869 $17.8M
Citadel Advisors 0.01% Reduce -59.7% 514,614 $17.1M
Arax Advisory Partners 0.11% Add +153.5% 507,558 $16.9M
Proficio Capital Partners LLC 0.60% Add +390.7% 505,612 $16.8M
Jupiter Topco LLC 0.01% — 498,954 $16.6M
Simplify Asset Management Inc. 0.23% Reduce -30.4% 486,900 $16.2M
Osaic Holdings, Inc. 0.02% Add +16.2% 480,681 $16.0M
Encompass More Asset Management 2.29% Add +11.4% 468,282 $15.6M
Aequim Alternative Investments LP 4.49% Add +40.0% 455,000 $15.1M
Steel Grove Capital Advisors, LLC 1.41% Reduce -0.1% 452,615 $15.1M
Wealthspire Advisors, LLC 0.08% Add +216.5% 450,059 $15.0M
NewEdge Advisors, LLC 0.04% Reduce -6.3% 447,830 $14.9M
Creative Planning 0.01% Reduce -13.1% 447,072 $14.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.3% 421,063 $14.0M
J. Safra Sarasin Holding AG 0.20% Add +76.3% 386,750 $14.0M
Integrated Wealth Concepts LLC 0.09% Add +24.8% 408,760 $13.6M
UBS Group AG 0.00% Add +11.9% 407,890 $13.6M
Magnus Financial Group LLC 0.96% Reduce -36.0% 403,891 $13.4M
Longitude (Cayman) Ltd. 8.86% Add +16.5% 403,000 $13.4M
PBCay One RSC Ltd 0.79% Add +9.4% 400,080 $13.3M
Spear Holdings RSC Ltd 0.79% Add +9.4% 400,079 $13.3M
SIH Partners, LLLP 0.56% Reduce -31.8% 400,012 $13.3M
SG Americas Securities, LLC 0.01% Add +22.8% 386,216 $12.9M
Verition Fund Management LLC 0.10% Add +60.8% 384,048 $12.8M
Cibc World Market Inc. 0.02% Add +7.4% 376,004 $12.5M
Sanctuary Advisors, LLC 0.06% Reduce -4.4% 374,358 $12.5M
GenTrust, LLC 0.48% Reduce -0.5% 372,148 $12.4M
Vestor Capital, LLC 0.77% Add +4724.0% 87,894 $12.3M
Ritholtz Wealth Management 0.18% Add +1.8% 365,810 $12.2M
Belvedere Trading LLC 0.99% Reduce -72.0% 357,726 $11.9M
Insigneo Advisory Services, LLC 0.44% Add +36.0% 355,281 $11.8M
Fifth Third Bancorp 0.02% Add +45.3% 353,250 $11.8M
Farringdon Capital, Ltd. 5.76% Add +13.9% 349,511 $11.6M
Parallax Volatility Advisers, L.P. 0.53% New 347,896 $11.6M
Scotia Capital Inc. 0.04% Reduce -3.9% 347,151 $11.6M
Citigroup Inc. 0.01% Add +102.3% 347,114 $11.6M
Zhang Financial LLC 0.32% Reduce -0.5% 330,775 $11.0M
Verde Servicos Internacionais S.A. 4.03% Reduce -49.7% 330,094 $11.0M
Moneta Group Investment Advisors LLC 0.08% Reduce -11.0% 329,053 $11.0M
Lalia Capital, LLC 5.30% No change 327,400 $10.9M
Savvy Advisors, Inc. 0.23% Add +24.9% 324,370 $10.8M
MAI Capital Management 0.04% Add +82.6% 320,998 $10.7M
Global Retirement Partners, LLC 0.16% — 320,608 $10.7M
Capital Advisors, Ltd. LLC 1.04% Add +45.2% 309,856 $10.3M
Bank of Nova Scotia 0.02% Add +42.8% 306,056 $10.2M
CRCM LP 6.64% New 303,555 $10.1M
Lido Advisors, LLC 0.04% Reduce -1.4% 302,055 $10.1M
Kestra Advisory Services, LLC 0.03% Reduce -2.1% 301,285 $10.0M
Focus Partners Wealth 0.01% Reduce -11.3% 299,195 $10.0M
AlTi Global, Inc. 0.20% Reduce -27.0% 297,676 $9.9M
BigSur Wealth Management LLC 2.38% Add +10.8% 297,451 $9.9M
Merit Financial Group, LLC 0.06% Add +56.7% 293,028 $9.8M
Tidal Investments LLC 0.02% Reduce -8.6% 282,611 $9.4M
Beacon Pointe Advisors, LLC 0.04% Add +92.9% 280,150 $9.3M
All-Stars Investment Ltd 4.56% Reduce -20.0% 272,800 $9.1M
Pathstone Holdings, LLC 0.03% Add +174.0% 272,409 $9.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.7% 246,379 $8.9M
Graham Capital Management, L.P. 0.33% Reduce -72.0% 259,000 $8.6M
Captrust Financial Advisors 0.01% Reduce -36.0% 256,046 $8.5M
Assetmark, Inc. 0.01% Add +4.8% 250,250 $8.3M
Franchise GP Ltd 3.87% Add +6160.9% 249,996 $8.3M
VCI Wealth Management LLC 2.07% Add +5.2% 247,831 $8.3M
IvyRock Asset Management (HK) Ltd 4.64% Add +48.1% 246,400 $8.2M
Lifeworks Advisors, LLC 0.84% Add +17.7% 240,879 $8.0M
Sara-Bay Financial 2.13% Reduce -0.5% 239,691 $8.0M
Quantitative Investment Management, LLC 0.86% Reduce -36.8% 238,189 $7.9M
KADENSA CAPITAL Ltd 1.68% No change 236,048 $7.9M
Humankind Investments LLC 3.69% No change 232,000 $7.7M
Proathlete Wealth Management LLC 1.91% Add +7.2% 232,293 $7.7M
Nicolet Bankshares Inc. 0.24% Add +932.0% 211,199 $7.6M
Strong Tower Advisory Services 1.36% Reduce -39.9% 228,483 $7.6M
Texas Treasury Safekeeping Trust Co. 1.10% No change 197,844 $7.6M
Bayshore Capital Advisors, LLC 3.54% Reduce -18.4% 227,859 $7.6M
LMR Partners LLP 0.07% Reduce -20.2% 224,526 $7.5M
Elevation Point Wealth Partners, LLC 0.14% Add +222.3% 223,501 $7.4M
Ieq Capital, LLC 0.03% Add +5.3% 223,395 $7.4M
Sjbenen Advisory, LLC 4.42% Reduce -22.3% 222,000 $7.4M
Bulltick Wealth Management, LLC 1.50% Add +59.1% 220,293 $7.3M
National Mutual Funds Management Ltd. 100.00% Add +2398.4% 218,858 $7.3M
Summit Financial, LLC 0.08% Add +5.1% 218,450 $7.3M
Riversedge Advisors, LLC 0.96% Add +415.1% 218,175 $7.3M
Advisory Services Network, LLC 0.08% Add +27.7% 215,957 $7.2M
GFS Advisors, LLC 0.76% Reduce -45.7% 61,914 $7.1M
Brown University 7.42% No change 212,500 $7.1M
Vise Technologies, Inc. 0.08% Add +134.5% 208,005 $6.9M
Quadrature Capital Ltd 0.06% Add +13.1% 207,617 $6.9M
Corecam Pte. Ltd. 2.59% Add +0.9% 205,300 $6.8M
Simplex Trading, LLC 0.18% Add +5.3% 203,178 $6.8M
Trustees of Dartmouth College 2.00% No change 201,531 $6.7M
Alyeska Investment Group, L.P. 0.02% New 200,000 $6.7M
Addison Capital Co 1.08% Add +0.5% 197,442 $6.6M
Quattro Financial Advisors LLC 1.40% Reduce -28.9% 196,976 $6.6M
Farther Finance Advisors, LLC 0.05% Add +2.6% 196,745 $6.6M
Pacific Life Fund Advisors LLC 0.71% New 195,107 $6.5M
Private Advisor Group, LLC 0.03% Reduce -19.5% 194,406 $6.5M
Allie Family Office LLC 2.40% Add +84.4% 177,246 $6.5M
Trek Financial, LLC 0.32% Add +4.2% 193,675 $6.4M
Modus Advisors, LLC 1.55% Add +15.9% 188,102 $6.3M
Kingsview Wealth Management, LLC 0.08% Add +1.3% 187,725 $6.2M
Equitable Holdings, Inc. 0.04% Add +3.2% 187,036 $6.2M
Evolution Wealth Advisors, LLC 0.72% Add +12.1% 185,593 $6.2M
Bleakley Financial Group, LLC 0.08% Reduce -46.7% 183,989 $6.1M
Estate Planners Group, LLC 2.73% Add +24.2% 181,022 $6.0M
TLT Family Holdco ULC 0.85% No change 180,000 $6.0M
Pekin Hardy Strauss, Inc. 0.52% Add +2.8% 178,111 $5.9M
NewEdge Wealth, LLC 0.06% Reduce -16.3% 176,526 $5.9M
Mutual Advisors, LLC 0.11% Reduce -10.7% 175,955 $5.9M
Titleist Asset Management, LLC 0.39% Add +2.4% 175,645 $5.8M
Compound Planning, Inc. 0.15% Add +40.1% 175,418 $5.8M
Sapient Capital LLC 0.08% Reduce -4.8% 174,222 $5.8M
IHT Wealth Management, LLC 0.12% Add +4.5% 169,533 $5.6M
EP Wealth Advisors, LLC 0.02% Add +72.2% 168,222 $5.6M
Sovran Advisors, LLC 0.41% Reduce -4.4% 153,626 $5.6M
Evercore Wealth Management, LLC 0.08% Add +9.7% 165,515 $5.5M
Forte Asset Management LLC 2.24% Add +24.0% 164,770 $5.5M
Upper Left Wealth Management, LLC 3.02% Add +8.0% 163,550 $5.4M
Truist Financial Corp. 0.01% Add +34.9% 161,230 $5.4M
Kamunting Street Capital Management, L.P. 3.00% Reduce -40.7% 160,181 $5.3M
Brookstone Capital Management 0.05% Add +3.2% 158,875 $5.3M
Compass Ion Advisors, LLC 0.44% Reduce -8.6% 154,390 $5.1M
Axxcess Wealth Management, LLC 0.08% Reduce -0.1% 154,258 $5.1M
Waverly Advisors, LLC 0.03% Add +3.9% 152,004 $5.1M
Cranbrook Wealth Management, LLC 0.91% Add +0.1% 146,853 $4.9M
Convergence Financial, LLC 0.39% Add +107.8% 146,531 $4.9M
Alamea Verwaltungs GmbH 3.85% No change 144,892 $4.8M
Aristides Capital LLC 1.22% Reduce -45.7% 142,822 $4.8M
Yarbrough Capital, LLC 0.14% No change 142,284 $4.7M
Truvestments Capital LLC 0.70% Add +2.2% 142,151 $4.7M
Pettinga Financial Advisors LLC 0.75% Add +6.4% 140,187 $4.7M
Signal Advisors Wealth, LLC 0.24% Reduce -5.7% 138,705 $4.6M
Mission Wealth Management, LP 0.06% Add +36.3% 135,123 $4.5M
Quantinno Capital Management LP 0.01% Add +116.1% 134,789 $4.5M
AE Wealth Management LLC 0.02% Add +3.5% 129,877 $4.3M
Banco Santander, S.A. 0.03% New 129,615 $4.3M
Bellecapital International Ltd. 0.69% Add +3.6% 128,714 $4.3M
Akuna Securities LLC 4.60% Add +209.0% 126,689 $4.2M
Spartan Wealth Advisory Services LLC 0.34% Add +2.5% 135,429 $4.2M
PNC Financial Services Group, Inc. 0.00% Reduce -45.7% 124,829 $4.2M
Better Way Financial, LLC 3.51% — 124,545 $4.1M
Rakuten Group, Inc. 0.30% Add +13.3% 124,495 $4.1M
Palumbo Wealth Management LLC 0.87% Reduce -1.3% 124,405 $4.1M
Marathon Trading Investment Management LLC 0.47% Reduce -46.5% 123,925 $4.1M
Secure Asset Management, LLC 0.58% Add +7.5% 122,957 $4.1M
K2 Principal Fund, L.P. 1.06% Reduce -8.4% 122,542 $4.1M
Arkadios Wealth Advisors 0.06% Reduce -1.0% 121,479 $4.0M
Turim 21 Investimentos Ltda. 0.66% No change 121,192 $4.0M
AlphaStar Capital Management, LLC 0.26% Add +37.4% 121,051 $4.0M
Wesbanco Bank Inc. 0.10% Add +0.5% 120,868 $4.0M
Mgo One Seven LLC 0.07% Add +3.1% 120,055 $4.0M
Millbank Dartmoor Portsmouth LLC 2.27% Add +1.5% 120,000 $4.0M
New Capital Management LP 0.91% Reduce -1.8% 119,587 $4.0M
Epiq Partners, LLC 1.73% Add +10.2% 119,164 $4.0M
Avestar Capital, LLC 0.23% Add +0.8% 118,841 $4.0M
Maripau Wealth Management LLC 1.41% Reduce -11.1% 118,434 $3.9M
&partners 0.02% Add +111.0% 118,105 $3.9M
Cavalier Investments, LLC 1.44% Add +624.1% 117,232 $3.9M
Cercano Management LLC 0.52% No change 117,140 $3.9M
Brown Advisory Inc. 0.01% Add +11.7% 115,802 $3.9M
Larson Financial Group LLC 0.10% Add +187.6% 114,699 $3.8M
EFG International AG 0.07% Reduce -3.5% 114,048 $3.8M
Dynamic Advisor Solutions LLC 0.11% Reduce -13.8% 113,748 $3.8M
Lakewood Capital Management, LP 0.20% Reduce -61.7% 113,510 $3.8M
Headlands Technologies LLC 0.40% Add +449.7% 113,339 $3.8M
Benson Wealth Management INC 3.76% Reduce -2.4% 112,335 $3.7M
Meitav Investment House Ltd. 0.03% Add +34.0% 111,670 $3.7M
Financial Enhancement Group LLC 0.44% Add +3.6% 111,245 $3.7M
Stratos Wealth Advisors, LLC 0.20% Add +5.9% 110,853 $3.7M
VestGen Advisors, LLC 0.11% Reduce -26.9% 108,852 $3.6M
Alliance Wealth Advisors, LLC 0.68% Add +77.7% 108,601 $3.6M
Foundation Wealth Management, LLC 2.23% Add +11.8% 108,535 $3.6M
First Trust Advisors LP 0.00% Reduce -14.8% 108,375 $3.6M
Kestra Private Wealth Services, LLC 0.04% Reduce -0.2% 108,126 $3.6M
Affinity Wealth LLC 1.93% Add +21.1% 108,123 $3.6M
Requisite Capital Management, LLC 0.59% Reduce -9.2% 106,480 $3.5M
Clearstead Advisors, LLC 0.03% Reduce -10.5% 106,173 $3.5M
San Luis Wealth Advisors LLC 0.53% Add +76.6% 105,692 $3.5M
Financial Sense Advisors, Inc. 0.76% Add +17.1% 105,485 $3.5M
Concentrum Wealth Management 0.84% Reduce -12.2% 105,331 $3.5M
Kingswood Wealth Advisors, LLC 0.14% Reduce -31.1% 104,150 $3.5M
Capital Wealth Alliance, LLC 1.61% Add +7.4% 103,881 $3.5M
Aprio Wealth Management, LLC 0.17% Add +0.9% 103,602 $3.4M
Concurrent Investment Advisors, LLC 0.03% Add +9.7% 103,456 $3.4M
Ausdal Financial Partners, Inc. 0.13% Add +51.9% 103,050 $3.4M
Brown Wealth Management, LLC 0.75% Add +29.9% 101,356 $3.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +3.9% 100,879 $3.4M
Bull Oak Capital, LLC 1.12% Add +26.3% 100,750 $3.4M
NTV Asset Management LLC 0.33% Add +4.0% 100,141 $3.3M
EverSource Wealth Advisors, LLC 0.11% Add +21.0% 100,108 $3.3M
Steward Partners Investment Advisory, LLC 0.02% Reduce -33.1% 98,440 $3.3M
Kachkovsky & Fisher, Inc. 3.12% — 97,518 $3.2M
United Capital Financial Advisors, LLC 0.02% Add +3.8% 97,431 $3.2M
Fiduciary Alliance LLC 0.22% Reduce -68.0% 96,903 $3.2M
HB Wealth Management, LLC 0.02% Reduce -1.2% 96,744 $3.2M
Sageworth Trust Co 0.13% Add +15.8% 96,589 $3.2M
Neuberger Berman Group LLC 0.00% Reduce -9.5% 96,563 $3.2M
Gradient Investments LLC 0.04% Add +104.5% 94,782 $3.2M
World Investment Advisors 0.05% Reduce -3.6% 85,151 $3.1M
Round Rock Advisors LLC 0.40% New 93,841 $3.1M
Alpha Zero LLC 1.17% Add +1.2% 85,018 $3.1M
Element Pointe Advisors, LLC 0.50% Add +5.0% 92,524 $3.1M
X-Square Capital, LLC 0.78% Reduce -0.2% 92,310 $3.1M
Visionary Wealth Advisors 0.12% Reduce -10.2% 92,176 $3.1M
Tactive Advisors, LLC 0.75% Add +13.6% 90,948 $3.0M
IFP Advisors, Inc 0.05% Reduce -2.8% 90,878 $3.0M
Traphagen Investment Advisors LLC 0.22% Add +4.6% 90,532 $3.0M
BBR Partners, LLC 0.14% Add +17.5% 88,683 $3.0M
Amtrust Financial Services, Inc. 0.88% Add +45.6% 88,500 $2.9M
Park Avenue Securities LLC 0.02% Add +11.6% 88,316 $2.9M
Rathbones Group PLC 0.01% Reduce -0.5% 87,959 $2.9M
Johnson Investment Counsel Inc. 0.02% Reduce -3.0% 87,696 $2.9M
Pennington Partners & Co., LLC 0.93% No change 87,401 $2.9M
Lansing Street Advisors 0.61% Add +127.6% 86,448 $2.9M
Dynasty Wealth Management, LLC 0.02% Reduce -36.0% 86,215 $2.9M
Bank of New York Mellon Corp 0.00% Add +112.7% 85,282 $2.8M
Vienna Asset Management LLC 1.99% Reduce -19.3% 84,135 $2.8M
Valeo Financial Advisors, LLC 0.06% Reduce -3.6% 83,505 $2.8M
Abacus Planning Group, Inc. 0.34% Reduce -2.1% 83,475 $2.8M
Transcend Capital Advisors, LLC 0.19% Add +5.7% 83,470 $2.8M
Bridger Management, LLC 1.84% No change 83,119 $2.8M
Perigon Wealth Management, LLC 0.04% Reduce -36.1% 82,976 $2.8M
Apeiron RIA LLC 0.71% Add +1.7% 82,881 $2.8M
Total Investment Management Inc. 0.29% Add +16.0% 77,396 $2.8M
Finer Wealth Management, Inc. 1.23% Add +16.0% 82,763 $2.8M
Atria Investments, Inc 0.03% Reduce -4.8% 82,603 $2.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.6% 81,925 $2.7M
Banco BTG Pactual S.A. 0.36% Add +379.3% 81,705 $2.7M
Wit, LLC 0.04% No change 80,970 $2.7M
Cobblestone Asset Management LLC 1.12% Add +4.2% 80,762 $2.7M
CWA Asset Management Group, LLC 0.08% Reduce -9.4% 80,419 $2.7M
Gainplan LLC 1.05% Add +322.6% 79,748 $2.7M
IPG Investment Advisors LLC 0.38% Add +6.6% 79,512 $2.6M
OneDigital Investment Advisors LLC 0.02% Add +6.4% 79,200 $2.6M
Raymond James Financial Inc. 0.00% Add +14.6% 78,764 $2.6M
Audent Global Asset Management, LLC 2.92% Reduce -4.5% 78,476 $2.6M
StoneX Group Inc. 0.11% Add +98.0% 76,644 $2.6M
Polar Asset Management Partners Inc. 0.06% Reduce -62.2% 77,801 $2.6M
Kapstone Financial Advisors LLC 1.08% Add +28.6% 77,664 $2.6M
Udine Wealth Management, Inc. 1.06% Add +8.6% 77,614 $2.6M
NavPoint Financial, Inc. 0.95% Add +7.3% 77,204 $2.6M
Savant Capital, LLC 0.01% Add +80.0% 74,183 $2.6M
Salem Investment Counselors Inc. 0.06% Reduce -0.6% 77,000 $2.6M
Syon Capital LLC 0.11% Add +65.2% 75,265 $2.5M
Phraction Management LLC 0.64% No change 75,200 $2.5M
Garde Capital, Inc. 0.11% Reduce -7.5% 75,113 $2.5M
Freestone Capital Holdings, LLC 0.06% Reduce -6.1% 74,624 $2.5M
Shade Tree Advisors LLC 1.44% Add +649.9% 74,448 $2.5M
Ursa Fund Management, LLC 0.41% Add +9.4% 74,400 $2.5M
Security National Bank 0.30% New 74,276 $2.5M
Chicago Partners Investment Group LLC 0.05% Add +6.6% 67,445 $2.5M
Integral Investment Advisors, Inc. 0.54% Add +4.7% 73,248 $2.4M
Transcendent Capital Group LLC 0.95% Add +10.8% 73,163 $2.4M
Clare Market Investments LLC 0.44% Reduce -14.8% 73,100 $2.4M
Sharkey, Howes & Javer 0.29% Add +33.3% 72,376 $2.4M
Howard Capital Management, LLC 0.03% No change 71,288 $2.4M
Vista Investment Partners Ii, LLC 0.92% Add +9.3% 70,761 $2.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -5.8% 70,355 $2.3M
Bosman Wealth Management, LLC 1.45% Reduce -22.9% 70,275 $2.3M
Family Manage LLC 0.24% Reduce -39.1% 70,065 $2.3M
Purpose Unlimited Inc. 0.09% Reduce -2.6% 69,786 $2.3M
Institute for Wealth Management, LLC. 0.20% New 69,615 $2.3M
Matauro, LLC 0.31% Add +0.2% 69,508 $2.3M
Red Door Wealth Management, LLC 0.21% Reduce -12.8% 69,488 $2.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.17% Reduce -9.5% 69,483 $2.3M
Corecam AG 1.97% Add +1.1% 69,270 $2.3M
Keebeck Wealth Management 0.23% Reduce -2.2% 69,187 $2.3M
Verde Capital Management 0.42% Reduce -73.8% 68,668 $2.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -1.6% 68,170 $2.3M
Sig Brokerage, LP 0.36% Add +10.3% 67,861 $2.3M
Mercer Global Advisors Inc. 0.00% Reduce -6.2% 67,437 $2.2M
GK Wealth Management LLC 1.35% New 66,935 $2.2M
Hippocratic Financial Advisors, LLC 0.84% Add +7.1% 66,816 $2.2M
Regent Peak Wealth Advisors LLC 0.41% Reduce -6.2% 66,277 $2.2M
Compass Financial Management LLC 0.27% — 65,417 $2.2M
Broussard Financial Group LLC 1.73% Reduce -7.8% 64,970 $2.2M
DeepCurrents Investment Group LLC 2.77% New 64,746 $2.2M
M Holdings Securities, Inc. 0.29% Add +1.3% 61,729 $2.1M
Wakefield Asset Management LLLP 0.48% Add +26.3% 64,210 $2.1M
Sofi Wealth, LLC 0.09% Add +28.0% 64,074 $2.1M
Kirtland Hills Capital Management, LLC 0.60% Add +4.7% 63,879 $2.1M
Unique Wealth, LLC 0.25% Add +74.0% 63,841 $2.1M
Cambient Family Office, LLC 0.26% Add +125.5% 63,811 $2.1M
Avid Wealth Partners LLC 1.03% Add +32.9% 63,747 $2.1M
Waterloo Capital, L.P. 0.12% Reduce -23.6% 62,852 $2.1M
Matrix Private Capital Group LLC 0.91% Reduce -11.5% 62,662 $2.1M
Cornerstone Advisory, LLC 0.17% Add +5.4% 61,949 $2.1M
Dakota Wealth Management 0.04% Reduce -12.7% 61,886 $2.1M
Kingstone Capital Partners Texas, LLC 1.09% Reduce -0.8% 61,454 $2.0M
Equitable Trust Co. 0.09% Add +9.6% 61,395 $2.0M
Bison Wealth, LLC 0.19% Add +1.6% 56,533 $2.0M
SkyBridge Capital II, LLC 19.60% Reduce -59.1% 61,330 $2.0M
Geneos Wealth Management Inc. 0.04% Add +336.7% 61,162 $2.0M
Moors & Cabot, Inc. 0.08% Reduce -4.7% 60,816 $2.0M
Altura Wealth Advisors Inc. 0.68% Add +27.5% 60,443 $2.0M
Nkcfo LLC 0.60% Reduce -31.4% 60,000 $2.0M
Principia Wealth Advisory, LLC 1.00% Add +388.9% 59,798 $2.0M
Baring Financial LLC 1.10% Add +5.6% 59,772 $2.0M
Destiny Capital Corp 0.92% Add +21.1% 59,484 $2.0M
Parallel Advisors, LLC 0.03% Reduce -0.5% 59,376 $2.0M
Pine Valley Investments Ltd Liability Co 0.08% Add +22.5% 59,002 $2.0M
Elequin Capital, LP 0.34% Reduce -64.4% 58,871 $2.0M
Aspiring Ventures, LLC 0.52% Add +269.6% 58,382 $1.9M
Wealthcare Advisory Partners LLC 0.04% Reduce -35.0% 58,131 $1.9M
JTC Employer Solutions Trustee Ltd 0.15% No change 57,216 $1.9M
Cary Street Partners Financial LLC 0.04% Add +94.5% 57,019 $1.9M
National Philanthropic Trust 0.03% Add +47.3% 56,522 $1.9M
Centaurus Financial, Inc. 0.07% Reduce -1.9% 56,450 $1.9M
Wedbush Securities Inc. 0.05% Reduce -2.4% 55,902 $1.9M
SteelPeak Wealth, LLC 0.05% Reduce -2.2% 55,778 $1.9M
Citizens Financial Group Inc. 0.02% Reduce -0.7% 55,720 $1.9M
Prevail Innovative Wealth Advisors, LLC 0.27% Add +43.7% 55,140 $1.8M
Panoramic Investment Advisors, LLC 0.88% Add +0.0% 55,129 $1.8M
Rye Brook Capital LLC 1.27% Add +4.1% 54,230 $1.8M
Activest Wealth Management 0.34% Reduce -20.5% 53,155 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.4% 53,288 $1.8M
Graetz Wealth LLC 1.41% Add +6.0% 53,114 $1.8M
Compagnie Lombard Odier SCmA 0.02% Reduce -14.9% 52,977 $1.8M
Commerce Bank 0.01% Reduce -9.4% 52,442 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +9.9% 52,383 $1.7M
Diversify Advisory Services, LLC 0.03% New 47,238 $1.7M
Diversify Wealth Management, LLC 0.03% Reduce -14.1% 47,238 $1.7M
CreativeOne Wealth, LLC 0.04% Add +8.5% 52,108 $1.7M
Friday Financial 0.46% Add +2.9% 47,634 $1.7M
SCS Capital Management LLC 0.02% Reduce -7.0% 51,251 $1.7M
WCG Wealth Advisors LLC 0.04% Reduce -13.0% 50,656 $1.7M
Stelac Advisory Services LLC 0.31% No change 50,278 $1.7M
DDD Partners, LLC 0.10% Add +7.1% 50,253 $1.7M
Collaborative Capital Advisors LLC 1.05% — 50,100 $1.7M
Curi Capital, LLC 0.03% Reduce -12.2% 49,930 $1.7M
Columbus Macro, LLC 0.16% Add +10.6% 49,446 $1.6M
LexAurum Advisors, LLC 0.19% Add +10.0% 49,333 $1.6M
K.J. Harrison & Partners Inc 0.23% Add +156.0% 49,228 $1.6M
Tannin Capital LLC 1.08% New 49,185 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +1.7% 48,271 $1.6M
Impact Partnership Wealth, LLC 0.16% Add +13.0% 48,123 $1.6M
Rothschild Investment LLC 0.06% Reduce -1.8% 47,898 $1.6M
Orland Properties Ltd 0.79% No change 47,825 $1.6M
Ethos Financial Group, LLC 0.11% Add +40.2% 45,628 $1.6M
KMG Fiduciary Partners, LLC 0.15% New 47,628 $1.6M
Planning Alternatives Ltd. 0.17% No change 47,435 $1.6M
Independent Financial Group, LLC 0.03% Add +3.2% 46,652 $1.6M
Key Client Fiduciary Advisors, LLC 0.45% Add +98.5% 46,632 $1.6M
Mustico Financial Group, Inc. 1.01% Add +10.7% 42,846 $1.5M
Blue Square Asset Management, LLC 0.63% Add +88.8% 46,534 $1.5M
Avior Wealth Management, LLC 0.04% Add +8.5% 46,471 $1.5M
Fortress Private Ledger, LLC 0.41% Add +2.9% 45,584 $1.5M
Modern Wealth Management, LLC 0.02% Add +24.0% 45,553 $1.5M
DWM Financial Group, Inc. 1.35% — 30,443 $1.5M
Vontobel Holding Ltd. 0.01% Add +440.6% 45,294 $1.5M
Aptus Capital Advisors, LLC 0.01% Reduce -32.2% 45,065 $1.5M
Gould Capital, LLC 0.83% Add +74.0% 44,962 $1.5M
Boreal Capital Management LLC 1.28% New 44,780 $1.5M
Abound Financial, LLC 0.59% Add +31.6% 44,632 $1.5M
HCR Wealth Advisors 0.13% Add +5.8% 44,571 $1.5M
MBL Wealth, LLC 0.10% Add +3.5% 44,260 $1.5M
Vestmark Advisory Solutions, Inc. 0.01% Add +11.7% 44,185 $1.5M
Cassaday & Co Wealth Management LLC 0.03% Reduce -3.3% 43,741 $1.5M
Advisortrust Partners, LLC 0.50% Add +29.5% 43,714 $1.5M
Empower Advisory Group, LLC 0.00% Reduce -5.2% 43,154 $1.4M
Aljian Capital Management, LLC 0.27% Reduce -11.5% 43,131 $1.4M
Forum Finance Group S.A. 0.51% Reduce -5.9% 52,416 $1.4M
Sage Mountain Advisors LLC 0.09% Add +22.5% 42,325 $1.4M
Belpointe Asset Management LLC 0.05% Reduce -37.6% 42,281 $1.4M
Pachira Investments Inc. 0.53% Add +6.5% 42,248 $1.4M
RIA Advisory Group LLC 0.31% Reduce -4.3% 42,178 $1.4M
Investment Partners, LTD. 0.44% No change 42,162 $1.4M
Platform Technology Partners 0.23% Reduce -3.5% 42,090 $1.4M
J.W. Cole Advisors, Inc. 0.02% Reduce -16.4% 42,011 $1.4M
Avidian Wealth Enterprises, LLC 0.04% Reduce -19.0% 41,933 $1.4M
Solstein Capital, LLC 0.48% Reduce -0.1% 41,848 $1.4M
Simon Quick Advisors, LLC 0.06% Reduce -6.2% 41,711 $1.4M
Keybank National Association 0.00% Add +21.6% 41,706 $1.4M
Meridian Wealth Management, LLC 0.04% Add +55.7% 41,694 $1.4M
Cora Capital Advisors LLC 0.39% Add +14.9% 41,578 $1.4M
Tsfg, LLC 0.17% Reduce -2.1% 41,487 $1.4M
Tme Financial, Inc. 0.85% Add +7.2% 41,476 $1.4M
All Terrain Financial Advisors, LLC 0.29% Reduce -1.4% 40,916 $1.4M
Montz Harcus Wealth Management LLC 0.48% Reduce -30.9% 40,764 $1.4M
Intesa Sanpaolo S.p.A. 0.05% Reduce -93.7% 40,723 $1.4M
Genesee Capital Advisors, LLC 0.43% Reduce -22.5% 40,622 $1.4M
NFSG Corp 0.17% Reduce -15.9% 40,573 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -10.3% 40,550 $1.3M
Bullish 0.75% No change 40,000 $1.3M
PKS Advisory Services, LLC 0.21% New 39,503 $1.3M
Milestone Asset Management, LLC 0.21% Reduce -28.8% 39,408 $1.3M
Powell Investment Advisors, LLC 0.41% Reduce -26.2% 39,032 $1.3M
Quinn Opportunity Partners LLC 0.06% No change 39,000 $1.3M
Royal Bank of Canada 0.00% Reduce -15.8% 38,995 $1.3M
KM Capital Management Ltd. 0.61% Reduce -22.3% 38,830 $1.3M
Smith, Moore & Co. 0.08% Add +4.9% 38,782 $1.3M
Financial Futures Ltd Liability Co. 0.49% Reduce -14.6% 38,644 $1.3M
Sanchez Levi Garrett 0.69% Add +8.9% 38,120 $1.3M
OneAscent Financial Services LLC 0.06% Reduce -30.2% 38,114 $1.3M
Strategic Wealth Partners, Ltd. 0.08% Reduce -6.1% 38,051 $1.3M
Sepio Capital, LP 0.06% Reduce -71.4% 37,955 $1.3M
Americana Partners, LLC 0.03% Reduce -12.3% 37,929 $1.3M
Compass Capital Corp. /Ma/ 0.41% Add +3.9% 34,623 $1.3M
Spahn Wealth & Retirement LLC 0.80% New 37,539 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Reduce -15.4% 37,533 $1.2M
Pinnacle Financial Partners, Inc. 0.01% Add +8.9% 37,510 $1.2M
CX Institutional 0.04% Add +5.1% 37,492 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Add +0.1% 37,307 $1.2M
RFG Advisory, LLC 0.02% Reduce -20.7% 37,236 $1.2M
Silverleafe Capital Partners, LLC 0.34% Reduce -24.5% 37,184 $1.2M
Capital Financial Group Inc\co\ 0.65% Add +153.8% 37,156 $1.2M
Guggenheim Capital LLC 0.01% No change 36,753 $1.2M
Gladstone Institutional Advisory LLC 0.04% Reduce -1.9% 36,709 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.0% 36,606 $1.2M
Kathmere Capital Management, LLC 0.06% Reduce -16.8% 36,320 $1.2M
Cardiff Park Advisors, LLC 0.09% Add +11.2% 36,246 $1.2M
Select Asset Management & Trust 0.35% Add +2.5% 36,121 $1.2M
Objective Capital Management, LLC 1.07% Add +21.5% 36,096 $1.2M
Eagle Strategies LLC 0.12% Add +23.6% 36,051 $1.2M
Fonville Wealth Management LLC 0.20% Add +3.8% 35,908 $1.2M
Arbor Wealth Management LLC\AZ 1.06% Add +0.9% 35,748 $1.2M
Mayflower Financial Advisors, LLC 0.10% Add +192.1% 35,711 $1.2M
ARS Investment Partners, LLC 0.05% Reduce -4.8% 35,642 $1.2M
Sagace Wealth Management LLC 0.75% Reduce -3.8% 35,592 $1.2M
Compass Financial Group, Inc. (Ohio) 0.79% Reduce -0.1% 35,452 $1.2M
Revisor Wealth Management LLC 0.28% Add +69.7% 35,199 $1.2M
Procyon Advisors, LLC 0.05% Reduce -40.9% 35,076 $1.2M
LRI Investments, LLC 0.09% Add +40.0% 35,000 $1.2M
GR Financial Group, LLC 0.16% Add +177.3% 34,791 $1.2M
Choreo, LLC 0.01% Reduce -2.1% 34,717 $1.2M
SkyOak Wealth, LLC 0.19% Reduce -41.5% 34,591 $1.2M
Brighton Jones LLC 0.02% Add +14.2% 34,577 $1.2M
Argos Wealth Advisors, LLC 0.30% Add +14.5% 34,415 $1.1M
Benjamin Edwards Inc. 0.01% Add +24.9% 34,414 $1.1M
Simplicity Wealth,LLC 0.04% Reduce -47.2% 34,397 $1.1M
Signaturefd, LLC 0.02% Add +31.6% 34,324 $1.1M
Wealth High Governance Asset Management Ltda. 0.12% New 34,300 $1.1M
Core Wealth Partners LLC 0.49% Add +6.8% 34,230 $1.1M
Rik Saylor Financial, Inc. 0.75% Reduce -1.0% 34,201 $1.1M
Legacy Advisors, LLC 0.11% No change 34,105 $1.1M
WMG Financial Advisors, LLC 0.43% Reduce -31.8% 34,033 $1.1M
A4 Wealth Advisors LLC 0.76% Add +28.1% 34,005 $1.1M
Calamos Wealth Management LLC 0.03% Reduce -3.9% 33,989 $1.1M
Group One Trading LLC 0.03% Reduce -51.8% 33,984 $1.1M
Independent Family Office, LLC 0.45% No change 33,850 $1.1M
Legacy Capital Wealth Partners, LLC 0.22% No change 33,781 $1.1M
CORDA Investment Management, LLC. 0.07% Add +5.0% 33,760 $1.1M
Seal Cove Capital, LLC 0.86% New 33,700 $1.1M
Midwest Trust Co 0.01% Reduce -1.8% 33,642 $1.1M
Sowell Financial Services LLC 0.04% Add +57.4% 33,613 $1.1M
Prospect Financial Services LLC 0.57% Reduce -2.5% 33,560 $1.1M
Ameritas Advisory Services, LLC 0.02% New 33,534 $1.1M
Bienville Capital Management, LLC 0.16% Reduce -78.0% 33,325 $1.1M
Arete Wealth Advisors, LLC 0.07% Reduce -21.8% 33,135 $1.1M
Capital Investment Advisors, LLC 0.01% Add +7.4% 33,040 $1.1M
Copia Wealth Management 0.66% Add +6.3% 33,008 $1.1M
New Republic Capital, LLC 0.25% Add +81.0% 32,968 $1.1M
Snowden Capital Advisors LLC 0.03% Add +24.7% 32,609 $1.1M
NorthRock Partners, LLC 0.02% Reduce -4.2% 32,542 $1.1M
Main Street Financial Solutions, LLC 0.07% Add +20.1% 32,354 $1.1M
Daviman Financial, LLC 0.59% Reduce -2.2% 32,323 $1.1M
Coastal Bridge Advisors, LLC 0.07% Add +29.2% 32,270 $1.1M
MFG Wealth Management, Inc. 0.77% Add +37.4% 32,233 $1.1M
First National Trust Co 0.04% Add +1.8% 31,953 $1.1M
Quadrant Private Wealth Management, LLC 0.24% Add +11.3% 31,814 $1.1M
Northern Trust Corp. 0.00% Reduce -0.2% 31,794 $1.1M
Red Reef Advisors LLC 0.97% Reduce -9.4% 31,595 $1.1M
OpenArc Corporate Advisory, LLC 0.01% Reduce -3.8% 31,583 $1.1M
Allworth Financial LP 0.00% Reduce -41.9% 31,492 $1.0M
Bull Harbor Capital LLC 0.20% Add +7.6% 31,361 $1.0M
Ashton Thomas Private Wealth, LLC 0.02% Add +12.7% 31,311 $1.0M
Paradiem, LLC 0.22% Add +13.5% 31,217 $1.0M
Seaview Investment Managers LLC 0.31% Add +3.9% 31,115 $1.0M
QTR Family Wealth, LLC 0.36% Reduce -45.6% 30,959 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.0% 30,877 $1.0M
Beaumont Financial Advisors, LLC 0.07% Reduce 0.0% 30,827 $1.0M
American Trust 0.08% Add +0.5% 30,743 $1.0M
Stifel Financial Corp. 0.00% Add +99.4% 30,678 $1.0M
Csenge Advisory Group 0.04% Reduce -9.8% 30,641 $1.0M
Lake Street Private Wealth, LLC 0.12% Add +8.8% 30,623 $1.0M
Counterweight Ventures, LLC 0.51% Reduce -1.4% 30,544 $1.0M
Morse Asset Management, Inc 0.17% No change 30,435 $1.0M
Northbridge Financial Group, LLC 0.39% Add +7.2% 30,365 $1.0M
Doliver Advisors, LP 0.23% Add +8.2% 30,313 $1.0M
Keystone Financial Group 0.06% Reduce -0.0% 30,045 $1.0M
Capricorn Fund Managers Ltd 0.08% No change 30,000 $999K
T3 Companies, LLC 1.16% Reduce -4.2% 29,856 $994K
Matters Capital LLC 0.69% Add +11.3% 29,673 $988K
Advyzon Investment Management, LLC 0.07% Add +14.7% 29,501 $982K
Cambridge Associates LLC /Ma/ 0.01% No change 29,497 $982K
Town Capital LLC 0.62% Add +28.7% 29,477 $981K
DiPaolo Financial Group, Inc. 0.63% Add +3.8% 28,975 $965K
Circle Wealth Management, LLC 0.01% Reduce -0.1% 28,949 $964K
HUB Investment Partners, LLC 0.02% Add +22.9% 28,903 $962K
Go Invest LLC 0.22% Add +1.7% 28,707 $956K
E6 Portfolios, LLC 0.75% Add +26.3% 28,371 $944K
Quantify Chaos Advisors, LLC 2.65% No change 28,273 $941K
Watershed Private Wealth LLC 0.26% Add +5.2% 28,102 $936K
Hurley Capital, LLC 0.48% Add +5.1% 27,758 $924K
Brookwood Investment Group LLC 0.11% Reduce -4.5% 27,755 $924K
Prelude Capital Management, LLC 0.07% Reduce -52.7% 27,601 $919K
Permian Investment Partners, LP 0.10% No change 27,407 $912K
High Note Wealth, LLC 0.16% Reduce -61.7% 27,394 $912K
Holos Integrated Wealth LLC 0.43% Add +65.8% 25,190 $911K
BridgePort Financial Solutions, LLC 0.23% Add +0.6% 27,205 $906K
Dimension Capital Management LLC 0.11% Add +9.6% 26,919 $896K
Private Wealth Asset Management, LLC 0.09% Add +1.4% 26,732 $890K
Atlantic Union Bankshares Corp 0.01% Add +10.9% 26,680 $888K
Cohen & Steers, Inc. 0.00% No change 26,600 $886K
Ackerman Capital Advisors, LLC 0.18% Add +51.1% 26,613 $886K
Walser Wealth Management Company, A Ltd Liability Co 0.37% Reduce -16.8% 26,563 $884K
Joel Isaacson & Co., LLC 0.03% Reduce -4.0% 26,496 $882K
Centennial Bank 0.28% Reduce -4.1% 26,405 $879K
Pacific Excel Wealth Advisors, Inc. 0.34% New 26,359 $877K
Heritage Family Offices, LLP 0.34% Reduce -17.3% 26,359 $877K
Sterling Investment Advisors, Ltd. 0.15% Add +0.8% 26,314 $876K
Jefferies Financial Group Inc. 0.01% Reduce -31.0% 26,196 $872K
Tolleson Wealth Management, Inc. 0.12% Add +25.2% 26,065 $868K
Western Wealth Management, LLC 0.03% Reduce -3.3% 25,893 $862K
Mirador Capital Partners LP 0.11% Add +4.2% 25,855 $861K
World Equity Group, Inc. 0.19% Add +25.6% 25,780 $858K
Capital Advisor Network LLC 1.07% New 25,612 $853K
Howard Capital Management Group, LLC 0.05% Reduce -1.1% 25,515 $849K
Cassia Capital Partners, LLC 0.41% Reduce -4.4% 25,499 $849K
SVB Wealth LLC 0.05% Reduce -3.1% 25,466 $848K
United Advisor Group, LLC 0.09% Reduce -31.9% 25,452 $847K
BIP Wealth, LLC 0.02% Reduce -16.9% 25,429 $847K
Discipline Wealth Solutions, LLC 0.07% Add +43.6% 25,387 $845K
BTG Pactual Asset Management US LLC 0.06% No change 25,340 $844K
Exit Wealth Advisors, LLC. 0.38% Reduce -0.5% 25,160 $838K
Summit Trail Advisors, LLC 0.01% Reduce -26.5% 25,027 $833K
Caprock Group, LLC 0.02% No change 25,000 $832K
Hamilton Capital Partners Inc. 0.02% New 24,941 $830K
Archer Investment Corp 0.16% No change 24,665 $821K
IFC Advisors LLC 0.10% Add +1.2% 24,578 $818K
Intrua Financial, LLC 0.08% Add +4.6% 24,524 $816K
OceanIQ Capital, LLC 0.50% — 22,715 $816K
Forefront Wealth Partners, LLC 0.25% Add +2.9% 24,127 $803K
Fiduciary Family Office, LLC 0.20% No change 24,120 $803K
Park Edge Advisors, LLC 0.17% Add +3.7% 24,009 $799K
Bluespring Wealth Management, LLC 0.02% Add +106.6% 23,878 $795K
Alterna Wealth Management, Inc. 0.46% Add +0.2% 23,844 $794K
Integrated Advisors Network LLC 0.04% Add +2.1% 23,558 $784K
Wedmont Private Capital 0.02% Reduce -66.2% 21,643 $784K
Whittier Trust Co. of Nevada Inc. 0.01% Add +15.3% 21,636 $782K
Thrivent Financial for Lutherans 0.00% Reduce -10.0% 23,254 $775K
Wealthedge Investment Advisors, LLC 0.26% Reduce -7.1% 23,240 $774K
Perennial Investment Advisors, LLC 0.05% Reduce -11.8% 23,161 $771K
Mountain Capital Investment Advisors Inc. 0.11% Add +0.1% 23,046 $767K
BlackDiamond Wealth Management, LLC 0.31% Reduce -2.0% 21,159 $767K
McAdam, LLC 0.03% Add +20.3% 23,001 $766K
Venture Visionary Partners LLC 0.02% Reduce -60.1% 22,983 $765K
Carnegie Investment Counsel 0.02% Reduce -17.9% 22,828 $760K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Reduce -17.8% 22,715 $756K
Integrity Alliance, Llc. 0.02% Reduce -5.3% 22,558 $751K
Owen LaRue, LLC 0.26% Add +2.3% 22,452 $747K
Clientfirst Wealth Management, LLC 0.61% Add +41.1% 22,417 $746K
Icon Wealth Advisors, LLC 0.04% Reduce -0.2% 22,359 $744K
Vance Wealth, LLC 0.17% Add +11.5% 22,274 $741K
Cornerstone Wealth Management, LLC 0.03% Add +32.0% 22,162 $738K
WealthPlan Investment Management, LLC 0.04% Reduce -33.0% 22,017 $733K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 18,937 $728K
Heritage Investment Group, Inc. 0.10% No change 21,828 $727K
Wealth Alliance, LLC 0.06% Reduce -17.7% 21,758 $724K
Gruss & Co., LLC 1.89% New 21,700 $722K
Tenet Wealth Partners, LLC 0.54% — 19,630 $722K
Hilltop National Bank 0.15% No change 21,589 $719K
WESCAP Management Group, Inc. 0.13% Reduce -7.5% 21,485 $715K
Ascent Wealth Partners, LLC 0.07% Add +4.5% 21,336 $710K
Centurion Wealth Management LLC 0.17% Reduce -76.6% 21,314 $710K
Colter Lewis Investment Partners LLC 0.32% Add +12.3% 21,300 $709K
Gateway Investment Advisers LLC 0.01% Add +0.2% 21,282 $708K
International Private Wealth Advisors LLC 0.36% Reduce -1.0% 21,191 $705K
Forbes J M & Co. LLP 0.06% New 21,180 $705K
Custos Family Office, LLC 0.42% Add +251.6% 21,143 $704K
BlueChip Wealth Advisors LLC 0.27% Reduce -4.7% 21,138 $704K
Turn8 Private Wealth Inc. 0.47% Reduce -33.2% 21,120 $703K
Level Four Advisory Services, LLC 0.02% Add +11.9% 21,099 $702K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -7.0% 20,962 $698K
Rinkey Investments 0.16% Reduce -8.0% 20,956 $698K
Becker Capital Management Inc. 0.02% Add +1.8% 20,955 $698K
Cape Investment Advisory, Inc. 0.19% Reduce -12.2% 20,928 $697K
Choate Investment Advisors 0.01% Add +1.2% 20,906 $696K
Cambridge Financial Group, LLC 0.22% Add +1.8% 20,900 $696K
Kennedy Investment Group, Inc. 0.23% Reduce -0.7% 20,760 $691K
Wellington-Altus USA Inc. 0.49% Add +40.4% 17,968 $690K
Delta Investment Management, LLC 0.11% Reduce -2.5% 20,676 $688K
J2 Capital Management Inc 0.46% Reduce -7.8% 20,579 $685K
Gibson Capital, LLC 0.11% Add +0.2% 20,529 $683K
Ascentis Wealth Management, LLC 0.12% Add +60.0% 20,503 $683K
Bessemer Group Inc. 0.00% Add +24.8% 20,501 $682K
Sacks & Associates, LLC 0.46% No change 19,073 $680K
Brown Brothers Harriman & Co. 0.00% Add +21.6% 20,167 $671K
Douglass Winthrop Advisors, LLC 0.01% Add +10.7% 20,163 $671K
Accel Wealth Management 0.15% Reduce -4.0% 20,149 $671K
Capital CS Group, LLC 0.97% Add +92.6% 20,076 $668K
Wealth Analytics Partners, LLC 0.24% Reduce -4.5% 18,231 $667K
Orvieto Partners, L.P. 0.50% No change 20,000 $666K
Asset Dedication, LLC 0.04% Add +6.0% 19,998 $666K
Invesco Ltd. 0.00% Add +4.5% 19,948 $664K
DecisionMap Wealth Management, LLC 0.37% Add +1.9% 19,915 $663K
Solitude Financial Services 0.18% Add +10.0% 19,890 $662K
Alpha Financial Partners LLC 0.35% Reduce -31.6% 19,888 $662K
Vista Finance, LLC 0.37% Reduce -0.9% 19,872 $662K
Curtis Wealth Management LLC 0.56% Add +3.7% 19,793 $659K
Cornerstone Planning Group LLC 0.08% Add +12.2% 17,635 $658K
Soltis Investment Advisors LLC 0.04% Reduce -6.7% 19,613 $653K
Capital Investment Advisory Services, LLC 0.04% Add +30.0% 19,600 $652K
Glassman Wealth Services 0.08% Add +1.0% 19,484 $649K
Camelot Portfolios, LLC 0.46% Add +5.1% 19,462 $648K
Strategic Blueprint, LLC 0.03% Reduce -3.6% 19,408 $646K
Busey Bank 0.02% Add +0.4% 19,406 $646K
University of Illinois Foundation 0.11% New 19,300 $642K
Pure Financial Advisors, LLC 0.01% Add +1.4% 19,255 $641K
Formidable Asset Management, LLC 0.10% Add +1.6% 16,592 $637K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.2% 19,148 $637K
Triad Wealth Partners, LLC 0.04% Reduce -25.6% 17,603 $637K
KTF Investments, LLC 0.06% Add +1.9% 19,110 $636K
Invst, LLC 0.06% Reduce -17.6% 19,102 $636K
Ables, Iannone, Moore & Associates, Inc. 0.34% Reduce -6.1% 18,973 $632K
M&T Bank Corp 0.00% Reduce -12.3% 18,924 $630K
West Financial Advisors, LLC 0.10% Add +8.7% 18,800 $626K
Victory Financial Group, LLC 0.07% Add +13.7% 18,736 $624K
West Michigan Advisors, LLC 0.12% Reduce -0.0% 18,675 $622K
B. Riley Wealth Advisors, Inc. 0.03% Add +0.3% 18,140 $620K
Sax Wealth Advisors, LLC 0.03% Reduce -16.5% 16,133 $620K
WealthShield Partners, LLC 0.09% Reduce -33.8% 18,609 $619K
Oak Barrel Wealth Advisory LLC 0.27% — 18,500 $616K
Northeast Investment Management 0.02% No change 18,470 $615K
Kagan Cocozza Asset Management 0.38% Add +12.1% 18,398 $612K
HBK Sorce Advisory LLC 0.01% Reduce -1.1% 16,641 $611K
Heritage Oak Wealth Advisors LLC 0.18% Reduce -1.2% 18,365 $611K
Basso Capital Management, L.P. 0.15% Reduce -4.1% 18,323 $610K
Harfst & Associates, Inc. 0.09% Add +8.9% 18,139 $604K
Orin Green Financial, LLC 0.22% No change 18,139 $604K
Integrity Wealth Solutions LLC 0.22% New 18,079 $602K
Apella Capital, LLC 0.01% Add +7.0% 16,635 $601K
Old National Bancorp 0.01% Reduce -94.8% 18,000 $599K
Cypress Wealth Services, LLC 0.07% Add +3.7% 17,946 $597K
Nwam LLC 0.03% Add +60.4% 17,856 $594K
Centiva Capital, LP 0.02% No change 17,670 $588K
Tamar Securities, LLC 0.06% Add +4.3% 17,657 $588K
Financial Management Professionals, Inc. 0.06% Add +0.7% 17,636 $587K
Balboa Wealth Partners 0.08% Add +157.8% 17,635 $587K
FAS Wealth Partners, Inc. 0.03% Add +8.6% 17,631 $587K
Argentarii, LLC 0.18% Reduce -1.5% 16,310 $586K
Prodigy Asset Management LLC 0.18% No change 17,600 $586K
Flagship Harbor Advisors, LLC 0.02% Add +1.8% 17,580 $585K
Wick Capital Partners, LLC 0.09% Reduce -4.1% 17,512 $583K
Boussard & Gavaudan Gestion Sas 0.07% — 17,585 $583K
Quadcap Wealth Management, LLC 0.06% Add +1.5% 17,420 $580K
Fermata Advisors, LLC 0.12% Add +0.9% 17,419 $580K
Global Wealth Management, LLC 0.29% No change 17,382 $579K
Three Seasons Wealth, LLC 0.05% Reduce -24.0% 17,366 $578K
City State Bank 0.13% No change 17,350 $578K
1776 Wealth LLC 0.20% No change 17,335 $577K
DeDora Capital, Inc. 0.13% Reduce -9.8% 17,318 $577K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 17,297 $576K
Wealth Management Associates, Inc. 0.16% No change 17,296 $576K
Ameliora Wealth Management Ltd. 0.17% Reduce -1.3% 17,121 $570K
J.Safra Asset Management Corp 0.03% Add +12.4% 16,980 $565K
Sound Financial Strategies Group, LLC 0.36% Reduce -29.8% 16,935 $564K
Archer Investment Management, LLC 0.19% Reduce -80.0% 16,904 $563K
Wealth Watch Advisors, INC 0.18% Reduce -33.0% 16,651 $554K
LBMC Investment Advisors, LLC 0.03% Reduce -20.0% 16,620 $553K
Ridgewood Investments LLC 0.21% Reduce -19.5% 16,581 $552K
Acorn Wealth Advisors, LLC 0.13% Add +17.6% 16,506 $549K
EPG Wealth Management LLC 0.13% New 16,408 $546K
Diversified Trust Co. 0.01% No change 16,386 $545K
Sloy Dahl & Holst, LLC 0.07% Reduce -13.2% 16,368 $545K
Landing Point Financial Group, LLC 0.18% New 16,318 $543K
Verus Capital Partners, LLC 0.03% Reduce -9.7% 16,258 $541K
Atlas Private Wealth Advisors 0.12% Add +31.6% 16,225 $540K
Kingsbury Capital Investment Advisors LLC 0.46% Add +89.8% 16,197 $539K
KMT Wealth Management, LLC 0.46% New 16,197 $539K
UMB Bank, n.a. 0.01% Reduce -0.7% 16,186 $539K
Chilton Capital Management LLC 0.02% No change 16,152 $538K
Beese Fulmer Investment Management, Inc. 0.03% Add +155.1% 16,110 $536K
Earned Wealth Advisors, LLC 0.03% Add +34.7% 15,990 $532K
Nan Fung Group Holdings Ltd 0.40% No change 15,968 $532K
HighPoint Advisor Group LLC 0.02% Reduce -20.6% 15,959 $531K
Patten & Patten Inc. 0.03% No change 15,907 $530K
Modera Wealth Management, LLC 0.01% Reduce -0.4% 15,721 $523K
Traynor Capital Management, Inc. 0.02% Reduce -35.7% 15,679 $522K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -34.6% 15,617 $520K
Wilmington Savings Fund Society, FSB 0.01% Reduce -22.3% 15,510 $516K
Forum Financial Management, LP 0.01% Reduce -1.8% 15,415 $513K
First Foundation Advisors 0.02% Add +34.4% 15,403 $513K
National Wealth Management Group, LLC 0.16% Add +7.2% 15,393 $512K
Lazari Capital Management, Inc. 0.16% Add +26.2% 15,375 $512K
Whittier Trust Co. 0.01% No change 14,159 $511K
NewCorp Financial Services, Inc. 0.39% Reduce -14.1% 15,336 $511K
Luxor Capital Group, LP 0.06% New 15,300 $509K
Beacon Financial Group 0.05% Reduce -0.1% 15,276 $509K
Summit Global Investments 0.03% Reduce -0.1% 15,198 $506K
Kastel Capital Advisors, LLC 0.32% Reduce -15.6% 13,145 $505K
Tempo Wealth, LLC 0.07% Reduce -6.3% 15,042 $501K
Fortitude Financial, LLC 0.45% Reduce -4.5% 15,004 $499K
Mirabaud & Cie SA 0.20% No change 15,000 $499K
Daymark Wealth Partners, LLC 0.01% Add +113.0% 14,971 $498K
Pursue Wealth Partners LLC 0.28% Reduce -14.2% 14,919 $497K
Bearing Point Capital, LLC 0.07% New 14,900 $496K
Smartleaf Asset Management LLC 0.02% No change 14,503 $496K
LWM Advisory Services, LLC 0.88% No change 14,875 $495K
CAP Partners, LLC 0.24% Add +3.4% 14,758 $491K
Capital Advisors Inc. 0.01% Add +1.7% 14,758 $491K
Encompass Wealth Advisors, LLC 0.15% Add +49.2% 14,734 $490K
Norden Group LLC 0.04% Reduce -9.2% 14,730 $490K
Chiron Capital Management, LLC 0.44% Add +168.7% 14,654 $488K
W Advisors, LLC 0.22% Add +8.9% 14,634 $487K
Octavia Wealth Advisors, LLC 0.04% Add +3.5% 14,591 $486K
Rossby Financial, LCC 0.09% Reduce -0.0% 14,529 $484K
Jamison Private Wealth Management, Inc. 0.05% New 14,513 $483K
Bluefin Capital Management, LLC 0.14% New 14,500 $483K
Composition Wealth, LLC 0.01% Add +6.0% 14,469 $482K
HBW Advisory Services LLC 0.04% Add +12.2% 14,450 $481K
Advance Capital Management, Inc. 0.02% Add +3.0% 14,419 $480K
Clear Creek Financial Management, LLC 0.03% Reduce -3.3% 14,341 $477K
Sendero Wealth Management, LLC 0.05% Add +16.7% 14,340 $477K
Insight Advisors, LLC/ PA 0.08% Reduce -16.8% 14,258 $475K
Sage Investment Advisers LLC 0.32% No change 14,250 $474K
Pallas Capital Advisors LLC 0.01% Reduce -58.5% 14,197 $473K
Harbor Investment Advisory, LLC 0.03% Reduce -6.1% 14,193 $472K
Strategic Advisory Partners, LLC 0.33% No change 14,144 $471K
CFM Wealth Partners LLC 0.06% Reduce -42.9% 14,144 $471K
Pennsylvania Capital Management Inc. 0.12% Add +86.8% 14,138 $471K
Ewing Morris & Co. Investment Partners Ltd. 0.25% Reduce -54.4% 14,111 $470K
Nuveen, LLC 0.00% New 14,068 $468K
Onyx Bridge Wealth Group LLC 0.04% Add +2.1% 13,939 $464K
Principle Wealth Partners LLC 0.02% Add +12.3% 13,903 $463K
CCM Investment Advisers LLC 0.04% No change 13,885 $462K
Southern Capital Services Inc. 0.26% Add +20.8% 13,874 $462K
RVW Wealth, LLC 0.03% Add +0.1% 13,862 $461K
Legacy Wealth Managment, LLC 0.19% Add +6.0% 13,833 $461K
Relyea Zuckerberg Hanson LLC 0.04% Add +22.0% 13,805 $460K
Sovereign Financial Group, Inc. 0.07% Reduce -18.6% 13,799 $459K
Redstone Wealth Management, LLC 0.30% Add +37.7% 13,693 $456K
Magnolia Capital Advisors LLC 0.08% Add +3.9% 13,668 $455K
Maridea Wealth Management LLC 0.05% Add +30.3% 13,667 $455K
Armbruster Capital Management, Inc. 0.07% No change 13,643 $454K
Rangeley Capital, LLC 0.45% New 13,600 $453K
Seven Bridges Advisors LLC 0.22% — 13,550 $451K
Wealthgarden F.S. LLC 0.26% Add +50.0% 13,524 $450K
IRON Financial LLC 0.18% Reduce -0.7% 13,466 $448K
Optivise Advisory Services LLC 0.23% Add +16.4% 13,455 $448K
Whitener Capital Management, Inc. 0.09% Add +39.5% 13,397 $446K
Arcus Capital Partners, LLC 0.18% No change 13,389 $446K
Shepherd Kaplan Krochuk, LLC 0.35% No change 13,349 $444K
Peapack Gladstone Financial Corp. 0.01% Reduce -6.3% 13,318 $443K
Ignite Planners, LLC 0.06% Add +9.4% 13,292 $443K
Fortitude Family Office, LLC 0.09% Add +2780.7% 13,280 $442K
Prospera Financial Services Inc 0.01% Reduce -29.7% 13,233 $441K
SJS Investment Consulting Inc. 0.05% Add +43.8% 13,177 $439K
Langley Wealth Management, LLC 0.43% — 13,145 $438K
Claro Advisors Inc. 0.05% Reduce -4.8% 13,144 $438K
Thompson David Blair 0.22% New 13,073 $435K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.4% 13,026 $434K
Hutchens & Kramer Investment Management Group, LLC 0.12% Reduce -25.7% 12,995 $433K
Kera Capital Partners, Inc. 0.04% Reduce -27.1% 12,944 $431K
PFG Investments, LLC 0.02% Reduce -60.8% 12,921 $430K
Firethorn Wealth Partners, LLC 0.14% New 12,918 $430K
Clay Northam Wealth Management, LLC 0.21% Reduce -9.2% 12,900 $429K
M Wealth Management, LLC 0.34% Add +4.0% 12,873 $429K
Grant Street Asset Management, Inc. 0.07% Add +0.4% 12,824 $427K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -5.3% 12,823 $427K
Monograph Wealth Advisors, LLC 0.03% New 12,760 $425K
IFG Advisory, LLC 0.01% New 12,744 $424K
Fort Point Capital Partners LLC 0.05% Reduce -62.7% 12,684 $422K
Redhawk Wealth Advisors, Inc. 0.04% Add +72.7% 12,638 $421K
Callan Family Office, LLC 0.01% Add +42.0% 12,601 $419K
Arwa LLC 0.17% Add +115.8% 11,370 $414K
Blackhawk Capital Partners, LLC 0.14% No change 12,417 $413K
Guardian Wealth Advisors, LLC / NC 0.02% Add +41.5% 12,299 $409K
Blue Bell Private Wealth Management, LLC 0.05% No change 12,282 $409K
Beacon Capital Management, LLC 0.06% New 12,267 $408K
Gateway Wealth Partners, LLC 0.02% Reduce -75.5% 12,177 $405K
Ballew Advisors, Inc 0.21% Add +0.4% 11,607 $405K
4WEALTH Advisors, Inc. 0.31% Reduce -5.9% 11,827 $404K
Sanchez Gaunt Capital Management, LLC 0.22% Add +4.1% 12,086 $402K
Evanson Financial, LLC 0.02% — 12,083 $402K
Plancorp, LLC 0.01% Add +9.4% 11,311 $398K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 11,944 $398K
Whalen Wealth Management Inc. 0.18% Reduce -62.6% 11,888 $396K
MMBG Investment Advisors Co. 0.03% No change 11,860 $395K
Wealth Management Partners, LLC 0.09% Add +47.8% 11,845 $394K
Apollon Wealth Management, LLC 0.00% Reduce -61.4% 11,823 $394K
Griffin Asset Management, Inc. 0.04% Reduce -21.8% 11,814 $393K
Wincap Financial LLC 0.21% Add +41.5% 11,772 $392K
Synergy Asset Management, LLC 0.04% Add +22.7% 11,745 $391K
Cannon Global Investment Management, LLC 1.17% Add +10.4% 11,700 $389K
55 North Private Wealth, LLC 0.08% No change 11,687 $389K
Vaquero Private Wealth, Ltd. 0.08% — 11,684 $389K
AlphaCore Capital LLC 0.01% Reduce -49.9% 11,646 $388K
Tred Avon Family Wealth, LLC 0.12% Reduce -51.6% 11,645 $388K
Rwa Wealth Partners, LLC 0.00% Reduce -47.6% 11,645 $388K
SAM Advisors, LLC 0.11% No change 11,640 $387K
Ashford Advisors, LLC 0.08% New 11,640 $387K
Quaker Wealth Management, LLC 0.11% Reduce -4.2% 11,606 $386K
XP Advisory US, Inc. 0.21% — 11,603 $386K
Quantum Financial Partners LLC 0.20% — 11,577 $385K
Stordahl Capital Management, Inc. 0.07% Add +0.9% 11,570 $385K
Snowwater Investment Partners, LLC 0.27% No change 11,564 $385K
CRA Financial Services, LLC 0.04% New 11,533 $384K
Arsenal Capital Advisors LLC 0.23% New 11,508 $383K
Phillips Financial Management, LLC 0.03% No change 11,484 $382K
Abundance Wealth Counselors 0.02% Add +100.0% 11,454 $381K
Cypress Capital Group 0.04% No change 11,450 $381K
Summitry LLC 0.01% No change 11,450 $381K
BCS Wealth Management 0.07% Reduce -1.3% 11,374 $379K
Coldstream Capital Management Inc. 0.00% Reduce -19.0% 11,364 $378K
LaSalle St. Investment Advisors, LLC 0.05% Add +75.6% 11,360 $378K
TLS Advisors LLC 1.11% No change 11,327 $377K
Bogart Wealth, LLC 0.01% Add +115.3% 11,323 $377K
Magnolia Private Wealth, LLC 0.21% Add +47.1% 11,268 $375K
Patriot Investment Management Group, Inc. 0.02% Reduce -1.8% 11,257 $375K
Asset Advisory Group, Inc. 0.16% Reduce -2.1% 11,232 $374K
GSG Advisors LLC 0.08% Reduce -16.3% 11,196 $373K
Foronjy Financial LLC 0.14% Add +20.0% 11,188 $372K
Nadler Financial Group, Inc. 0.03% Add +18.2% 11,170 $372K
WIT Partners Advisory Pte. Ltd. 0.17% No change 11,150 $371K
Granite Bay Wealth Management, LLC 0.03% New 11,136 $371K
Alchemi Wealth, LLC 0.17% Add +13.7% 11,056 $368K
Avondale Wealth Management 0.15% Reduce -21.4% 11,000 $366K
Birch Hill Investment Advisors LLC 0.01% No change 11,000 $366K
Flatrock Wealth Partners LLC 0.14% Add +4.7% 10,941 $364K
Crew Capital Management, Ltd 0.20% Add +28.7% 10,924 $364K
Wealth Group Ltd 0.07% Add +27.7% 10,899 $363K
Huntington National Bank 0.00% Add +2.1% 10,892 $363K
Optiver Holding B.V. 0.01% Reduce -95.3% 10,885 $362K
Rehmann Capital Advisory Group 0.02% Add +1.5% 10,851 $362K
Mosaic Family Wealth Partners, LLC 0.02% Add +24.7% 10,837 $361K
Ameriflex Group, Inc. 0.15% Add +1.4% 10,810 $360K
Factor Wealth Management LTD 0.05% No change 10,760 $358K
Lyell Wealth Management, LP 0.02% Reduce -7.9% 10,751 $358K
Wealthcare Capital Management LLC 0.03% Add +93.7% 10,716 $357K
Parr McKnight Wealth Management Group, LLC 0.04% New 10,710 $357K
Accurate Wealth Management, LLC 0.03% Reduce -21.4% 9,840 $357K
Merkkuri Wealth Advisors LLC 0.22% Add +1.9% 10,705 $356K
Pinnacle Associates Ltd. 0.00% Add +6.1% 10,671 $355K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -13.3% 10,660 $355K
Rothschild Wealth LLC 0.03% Reduce -43.1% 10,619 $354K
Joseph P. Lucia & Associates, LLC 0.11% Reduce -20.8% 10,612 $353K
Koshinski Asset Management, Inc. 0.02% Add +10.9% 10,598 $353K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -10.9% 10,551 $351K
Colony Family Offices, LLC 0.08% No change 10,545 $351K
Ankerstar Wealth, LLC 0.29% Reduce -0.1% 10,543 $351K
Tempus Wealth Planning, LLC 0.07% Add +9.0% 10,520 $350K
Perryman Financial Advisory Inc. 0.05% Reduce -1.9% 10,478 $349K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -0.6% 10,449 $348K
Global Assets Advisory, LLC 0.08% Reduce -2.0% 10,200 $347K
One Capital Management, LLC 0.01% No change 9,027 $347K
Palladiem, LLC 0.34% Reduce -13.3% 10,396 $346K
Millington Financial Advisors, LLC 0.14% Reduce -0.0% 9,519 $346K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -5.0% 10,349 $345K
Tradition Wealth Management, LLC 0.02% Reduce -0.6% 10,344 $344K
Atwater Malick LLC 0.07% No change 10,337 $344K
Roberts Glore & Co. Inc. 0.09% Add +2.4% 10,322 $344K
RMG Wealth Management LLC 0.04% Add +9.2% 9,534 $342K
Frank, Rimerman Advisors LLC 0.02% No change 10,259 $342K
Garden State Investment Advisory Services LLC 0.07% Reduce -0.8% 10,240 $341K
Vicus Capital 0.02% Add +7.2% 10,214 $340K
Vista Investment Partners LLC 0.09% Add +38.8% 10,184 $339K
Sage Rhino Capital LLC 0.06% Add +11.5% 10,162 $338K
Balance Wealth Partners LLC 0.09% New 10,141 $338K
Cathy Pareto & Associates, Inc. 0.20% Add +6.6% 10,103 $336K
Signature Estate & Investment Advisors LLC 0.01% Reduce -67.2% 10,102 $336K
First Heartland Consultants, Inc. 0.02% Add +6.4% 10,099 $336K
Sunburst Financial Group, LLC 0.06% Add +13.8% 10,089 $336K
Total Wealth Planning & Management, Inc. 0.24% New 10,042 $334K
KCM Investment Advisors LLC 0.01% Add +12.2% 10,038 $334K
First City Capital Management, Inc. 0.16% Add +75.0% 10,031 $334K
Canton Hathaway, LLC 0.06% Reduce -28.1% 10,000 $333K
4J Wealth Management LLC 0.16% No change 9,993 $333K
Signature Equity Partners, LLC 0.15% Add +6.7% 9,989 $333K
OneAscent Family Office, LLC 0.17% Add +83.3% 9,905 $330K
CJM Wealth Advisers, Ltd. 0.09% Add +11.4% 9,875 $329K
Citrine Capital LLC 0.12% Add +7.6% 9,843 $328K
GWN Securities Inc. 0.05% Reduce -7.3% 9,818 $327K
Mission Financial Group, LLC 0.27% — 9,803 $326K
Schorn Wealth LLC 0.09% No change 9,794 $326K
Golden State Wealth Management, LLC 0.03% Add +26.6% 9,770 $325K
Elevate Capital Advisors, LLC 0.18% Reduce -72.3% 9,718 $324K
Resurgent Financial Advisors LLC 0.09% Reduce -48.9% 9,665 $322K
Prosperity Consulting Group, LLC 0.01% Reduce -6.5% 9,665 $322K
St Germain D J Co. Inc. 0.01% No change 9,643 $321K
Reliant Wealth Planning 0.09% New 9,638 $321K
Coastwise Capital Group, LLC 0.19% New 9,616 $320K
JB Capital LLC 0.01% Add +1.1% 9,610 $320K
Capstone Financial Advisors, Inc. 0.02% Add +3.2% 9,599 $320K
Puff Wealth Management, LLC 0.33% — 9,575 $319K
Zinnia Wealth Advisory, LLC 0.32% Reduce -7.7% 9,555 $318K
Amicus Financial Advisors, LLC 0.08% Reduce -5.8% 9,545 $318K
Retirement Planning Group, LLC 0.01% Reduce -25.4% 9,533 $317K
Narwhal Capital Management 0.02% New 9,521 $317K
Bitterroot Capital Advisors LLC 0.19% No change 9,496 $316K
Mainstream Capital Management LLC 0.19% Add +14.6% 9,494 $316K
PCG Wealth Advisors, LLC 0.07% Reduce -15.8% 9,479 $316K
Afg Fiduciary Services Limited Partnership 0.25% Reduce -30.9% 9,015 $314K
Biltmore Family Office, LLC 0.04% Add +2.0% 9,440 $314K
Cushing Capital Partners, LLC 0.22% Add +6.8% 9,425 $314K
Paragon Financial Partners, Inc. 0.17% No change 8,800 $314K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Reduce -15.8% 9,416 $313K
Noble Wealth Partners LLC 0.27% — 9,369 $312K
Virtue Capital Management, LLC 0.04% No change 9,341 $311K
Greenline Wealth Management LLC 0.26% Reduce -40.4% 9,329 $311K
Legacy Wealth Partners, LLC 0.07% Add +18.0% 9,306 $310K
OakTrust Wealth Advisors, LLC 0.27% No change 9,256 $308K
Laurel Oak Wealth Management, LLC 0.04% Reduce -2.5% 9,226 $307K
Gilbert & Cook, Inc. 0.04% Add +3.8% 9,222 $307K
Vivid Wealth Management, LLC 0.11% Add +1.6% 9,220 $307K
Harbour Investments, Inc. 0.00% Add +1.8% 9,213 $307K
Asempa Wealth Advisors 0.23% Add +28.9% 9,195 $306K
AdvisorNet Financial, Inc 0.01% Add +1.8% 9,185 $306K
Wealthquest Corp 0.02% Add +0.1% 9,169 $305K
Global Financial Private Client, LLC 0.08% Add +26.6% 9,164 $305K
Silverlake Wealth Management LLC 0.06% Add +8.7% 9,127 $304K
Diversified Enterprises, LLC 0.01% Reduce -25.3% 9,096 $303K
Sigma Planning Corp 0.01% Reduce -2.8% 9,088 $303K
OneAscent Wealth Management LLC 0.09% Add +7.8% 9,035 $301K
Spire Wealth Management 0.01% Reduce -19.4% 9,024 $300K
Keb Asset Management, LLC 0.05% No change 9,015 $300K
American Financial Advisors, LLC 0.04% New 9,011 $300K
Arrowroot Family Office, LLC 0.09% Add +4.8% 9,007 $300K
Corient IA LP 0.28% No change 9,000 $300K
Everhart Financial Group, Inc. 0.02% No change 8,996 $299K
Advisory Solutions Group, LLC 0.10% — 8,919 $297K
Kintra Wealth, LLC 0.02% New 8,222 $295K
Acropolis Investment Management, LLC 0.01% Add +18.1% 8,829 $294K
Greenline Partners, LLC 0.03% Reduce -0.1% 8,804 $293K
ATX Financial Planning, LLC 0.19% Add +1.4% 8,787 $293K
Willner & Heller, LLC 0.18% No change 8,786 $292K
TRB Wealth Management, LLC 0.04% Reduce -21.0% 8,769 $292K
Richmond Investment Services, LLC 0.09% Reduce -43.3% 8,769 $292K
Entrewealth, LLC 0.11% Add +50.6% 7,993 $292K
Synergy Investment Management, LLC 0.07% Add +8.8% 8,743 $291K
Novem Group 0.03% New 8,727 $291K
Entelevest, LLC 0.25% Reduce -5.3% 8,709 $290K
Midwest Financial Partners Investments, Inc. 0.12% No change 8,630 $287K
Indivisible Partners 0.02% New 8,615 $287K
Sagespring Wealth Partners, LLC 0.00% Reduce -25.6% 8,612 $287K
Verus Financial Partners, Inc. 0.02% No change 8,597 $286K
Avaii Wealth Management, LLC 0.08% Reduce -7.7% 8,571 $285K
Greenwich Wealth Management LLC 0.01% Add +13.6% 8,531 $284K
Cardinal Point Capital Management ULC 0.02% Reduce -15.2% 8,498 $283K
Riggs Asset Managment Co. Inc. 0.05% Reduce -0.6% 8,497 $283K
Crewe Advisors LLC 0.02% Add +1.6% 8,479 $282K
Significant Wealth Partners LLC 0.31% Add +37.5% 8,478 $282K
XY Planning Network, Inc. 0.04% Add +25.4% 8,473 $282K
Blue Trust, Inc. 0.00% Add +3.3% 8,408 $280K
RMR Wealth Builders 0.02% Add +3.7% 8,405 $280K
Saranac Partners Ltd 0.09% New 8,400 $280K
Gotham Asset Management 0.00% Reduce -43.2% 8,390 $279K
Atlas Legacy Advisors, LLC 0.04% Add +6.0% 8,354 $278K
Van Hulzen Asset Management, LLC 0.02% Reduce -13.2% 8,348 $278K
Black Diamond Financial, LLC 0.02% Reduce -0.6% 8,331 $277K
Investment Partners Asset Management, Inc. 0.15% Reduce -3.9% 8,324 $277K
Private Management Group Inc. 0.01% Reduce -3.8% 8,321 $277K
Collaborative Wealth Managment Inc. 0.12% Add +25.0% 8,292 $276K
Robertson Stephens Wealth Management, LLC 0.01% Add +22.2% 8,256 $275K
Beacon Financial Advisory LLC 0.05% Reduce -24.4% 8,215 $273K
Veltria Advisors Corp. 0.83% No change 8,150 $271K
PUREfi Wealth, LLC 0.15% Add +7.3% 8,150 $271K
Mayport, LLC 0.04% No change 8,119 $270K
Oakworth Capital, Inc. 0.01% No change 8,078 $270K
Linscomb Wealth, Inc. 0.01% Add +1.4% 8,097 $270K
Oarsman Capital, Inc. 0.03% Reduce -40.6% 8,089 $269K
Shepherd Financial Partners LLC 0.02% Add +1.0% 8,078 $269K
Detalus Advisors, LLC 0.05% Add +1.1% 8,059 $268K
Astoria Portfolio Advisors LLC. 0.05% New 8,021 $267K
Ranch Capital Advisors Inc. 0.08% Reduce -8.7% 7,998 $266K
Innovative Asset Advisors Group, LLC 0.12% Reduce -11.6% 7,985 $266K
IMA Advisory Services, Inc. 0.02% New 7,985 $266K
PDS Planning, Inc 0.02% Add +27.6% 7,976 $266K
WorthPointe, LLC 0.07% New 7,951 $265K
MOR Wealth Management, LLC 0.11% Reduce -12.2% 7,938 $264K
Quantum Financial Planning Services, Inc. 0.08% Add +1.9% 7,921 $264K
DMC Group, LLC 0.18% New 7,916 $264K
Embree Financial Group 0.03% Reduce -13.4% 7,875 $262K
Correct Capital Wealth Management 0.04% Add +1.9% 7,820 $260K
Perennial Advisors, LLC 0.04% Reduce -4.2% 7,815 $260K
Independent Advisor Alliance 0.01% Reduce -96.2% 7,813 $260K
Stratos Investment Management, LLC 0.01% No change 7,802 $260K
True North Advisors, LLC 0.02% New 7,749 $258K
Fortis Capital Management LLC 0.03% Reduce -0.2% 7,738 $258K
Noble Wealth Management PBC 0.12% Reduce -5.5% 7,705 $256K
Ade, LLC 0.11% New 7,704 $256K
Symphony Financial, Ltd. Co. 0.03% Add +16.2% 7,637 $255K
Riverpoint Wealth Management Holdings, LLC 0.05% No change 7,658 $255K
Occidental Asset Management, LLC 0.03% New 7,657 $255K
Greenhouse Wealth Management, LLC 0.18% No change 7,413 $253K
Leverty Financial Group, LLC 0.05% New 7,605 $253K
CMG Global Holdings, LLC 0.11% Reduce -79.5% 7,599 $253K
Harvest Investment Services, LLC 0.04% Reduce -32.0% 7,597 $253K
Manhattan West Asset Management, LLC 0.04% Reduce -44.9% 7,583 $252K
Maia Wealth LLC 0.04% Reduce -20.4% 7,554 $251K
Operose Advisors LLC 0.05% No change 7,497 $250K
Evergreen Capital Management LLC 0.00% Reduce -52.4% 7,492 $249K
FWG Holdings, LLC 0.09% Add +5.0% 6,834 $248K
1832 Asset Management L.P. 0.00% No change 7,456 $248K
Certuity, LLC 0.01% No change 7,455 $248K
Aspen Grove Capital, LLC 0.04% No change 7,446 $248K
Watchman Group, Inc. 0.06% New 7,427 $247K
Peak Planning Group, LLC 0.06% Reduce -51.9% 7,426 $247K
Fire Capital Management LLC 0.10% No change 7,418 $247K
Azzad Asset Management Inc. 0.02% New 7,408 $247K
Core Capital Management & Research, inc. 0.13% — 5,571 $246K
Sterling Investment Counsel, LLC 0.06% New 7,368 $245K
Donaldson Capital Management, LLC 0.01% No change 7,361 $245K
KWB Wealth 0.02% Reduce -7.8% 7,309 $243K
Legacy Financial Strategies, LLC 0.04% Add +17.8% 7,303 $243K
Klingenstein Fields & Co. LP 0.01% Add +19.7% 7,291 $243K
Benin Management CORP 0.05% No change 7,270 $242K
MBA Advisors LLC 0.08% Add +11.7% 7,260 $242K
Wexford Capital LP 0.03% Add +28.9% 7,258 $242K
Thompson Davis & Co., Inc. 0.14% New 7,426 $241K
Hyposwiss Advisors SA 0.23% Reduce -40.9% 7,230 $241K
PFG Advisors 0.01% New 7,230 $241K
Shepherd Street Advisors LLC 0.21% New 6,491 $239K
TD Waterhouse Canada Inc. 0.00% Add +3.6% 7,015 $238K
Blue Chip Partners, LLC 0.01% Add +0.0% 7,153 $238K
Permanent Capital Management, LP 0.03% No change 7,142 $238K
International Assets Investment Management, LLC 0.01% Reduce -59.0% 6,988 $238K
NorthCoast Asset Management LLC 0.01% Reduce -3.9% 7,133 $237K
FourThought Financial Partners, LLC 0.02% No change 7,130 $237K
Andina Capital Management, LLC 0.39% Reduce -82.5% 7,094 $236K
LGL Partners, LLC 0.09% No change 7,078 $236K
FSB Premier Wealth Management, Inc. 0.07% Reduce -3.3% 6,985 $233K
Naviter Wealth, LLC 0.02% No change 6,985 $233K
Integrated Capital Management, LLC 0.08% Add +0.1% 6,968 $232K
Burns Matteson Capital Management, LLC 0.07% New 6,924 $231K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -26.6% 6,914 $230K
Basecamp Wealth Advisors LLC 0.04% Reduce -24.9% 6,878 $229K
Crumly & Associates Inc. 0.04% No change 6,876 $229K
Palatine Hill Wealth Management, LLC 0.18% New 6,874 $229K
Astra Wealth Partners LLC 0.13% Add +1.1% 6,863 $228K
First Manhattan Co. Llc. 0.00% Add +21.3% 6,836 $228K
Altiora Financial Group, LLC 0.04% Reduce -47.5% 6,800 $226K
United Asset Strategies, Inc. 0.02% Add +1.0% 6,800 $226K
Integrated Wealth Management 0.24% Add +3.6% 6,785 $226K
Catalyst Private Wealth, LLC 0.11% Reduce -9.0% 6,777 $226K
Hopwood Nicholas Hunter 0.06% Add +6.0% 6,752 $225K
Leavell Investment Management, Inc. 0.01% Reduce -26.6% 6,728 $224K
COFG Advisors, LLC 0.04% New 6,726 $224K
RB Capital Management, LLC 0.05% Reduce -3.1% 6,711 $223K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -1.1% 6,701 $223K
United Bank 0.03% No change 6,693 $223K
Silver Oak Securities, Incorporated 0.01% Reduce -5.2% 6,692 $223K
FSM Wealth Advisors, LLC 0.02% Add +6.8% 6,670 $222K
MSH Capital Advisors LLC 0.04% Add +14.9% 6,663 $222K
Sidoxia Capital Management, LLC 0.16% Add +0.8% 6,661 $222K
August Group Capital Ltd 0.24% Add +5.7% 6,659 $222K
Root Financial Partners, LLC 0.01% Add +46.3% 6,639 $221K
Advisory Alpha, LLC 0.01% Reduce -34.0% 6,618 $220K
First United Bank & Trust 0.06% Add +157.2% 6,594 $220K
Charles Schwab Investment Management Inc. 0.00% No change 6,588 $219K
Fairbanks Capital Management, Inc. 0.13% Reduce -82.8% 6,574 $219K
Aua Capital Management, LLC 0.10% No change 6,556 $218K
Clifford Swan Investment Counsel LLC 0.01% Reduce -11.6% 6,556 $218K
Falcon Wealth Planning 0.01% Reduce -24.1% 6,544 $218K
J. Derek Lewis & Associates Inc. 0.04% Reduce -0.7% 6,521 $217K
WP Advisors, LLC 0.05% Add +3.2% 6,503 $216K
Taylor & Morgan Wealth Management, LLC 0.11% No change 6,486 $216K
Riverview Capital Advisers, LLC 0.06% Reduce -59.9% 6,483 $216K
Diesslin Group, Inc. 0.08% No change 6,479 $216K
TritonPoint Partners, LLC 0.02% Add +2.7% 6,463 $215K
Midwest Financial Group LLC 0.08% Reduce -26.0% 6,451 $215K
Plante Moran Financial Advisors, LLC 0.01% Add +230.5% 6,408 $213K
Constant Guidance Financial LLC 0.13% New 6,403 $213K
Coppell Advisory Solutions LLC 0.02% New 19,998 $213K
Fort Washington Investment Advisors Inc. 0.00% No change 6,393 $213K
Sard Wealth Management Group, LLC 0.10% No change 6,376 $212K
Hibernia Wealth Partners, LLC 0.11% Reduce -50.0% 6,357 $212K
Independent Wealth Network Inc. 0.05% Reduce -2.7% 6,357 $212K
Trust Point Inc. 0.02% No change 6,344 $211K
Fortis Group Advisors, LLC 0.03% Reduce -33.3% 6,337 $211K
Aspire Growth Partners LLC 0.12% Reduce -6.0% 6,299 $210K
JDH Wealth Management, LLC 0.13% No change 6,297 $210K
Aspirean Wealth, LLC 0.19% Add +7.8% 6,262 $208K
Tortoise Investment Management, LLC 0.02% Add +0.2% 6,237 $208K
Stonebrook Private Inc. 0.04% New 6,231 $207K
Cidel Asset Management Inc. 0.01% Add +2.0% 6,180 $206K
Chilton Investment Co. Inc. 0.00% New 6,107 $203K
Silicon Valley Capital Partners 0.02% No change 6,106 $203K
Carret Asset Management, LLC 0.02% No change 6,100 $203K
Physician Wealth Advisors, Inc. 0.02% Add +16.6% 6,080 $202K
Crescent Grove Advisors, LLC 0.02% Reduce -9.9% 6,070 $202K
Integrity Investment Advisors, LLC 0.09% No change 6,067 $202K
MN Wealth Advisors, LLC 0.09% Reduce -13.1% 6,058 $202K
Thoroughbred Financial Services, LLC 0.01% Add +1.9% 6,048 $201K
N.E.W. Advisory Services LLC 0.01% Add +7.3% 5,948 $198K
Kelleher Financial Advisors 0.03% Add +100.0% 5,926 $197K
HHM Wealth Advisors, LLC 0.02% Add +9.0% 5,715 $190K
Obsidian Cio, LLC 0.14% Add +12.9% 5,682 $189K
Continuum Advisory, LLC 0.01% Reduce -51.3% 5,521 $184K
North Star Investment Management Corp. 0.01% Reduce -14.0% 5,455 $182K
Fairway Wealth LLC 0.04% Add +49.1% 5,350 $180K
Miller Capital Partners, Inc. 0.07% Reduce -81.2% 5,356 $178K
Fiduciary Financial Advisors 0.02% New 5,146 $178K
DT Investment Partners, LLC 0.01% Add +139.1% 5,185 $173K
Wolverine Asset Management LLC 0.01% New 5,080 $169K
SouthState Bank Corp 0.01% Add +13.7% 5,016 $167K
Sankala Group LLC 0.11% No change 4,542 $166K
Mosley Wealth Management 0.05% Reduce -46.2% 4,969 $165K
Planning Strategies Inc. 0.10% — 4,903 $163K
Vima LLC 0.16% — 4,836 $161K
Main Street Group, LTD 0.04% Add +6.8% 4,793 $160K
IAG Wealth Partners, LLC 0.02% Add +237.6% 4,665 $155K
Rialto Wealth Management, LLC 0.03% Add +13205.7% 4,657 $155K
Johnson Financial Group, Inc. 0.00% Add +34.7% 4,508 $150K
Princeton Global Asset Management LLC 0.02% Reduce -28.5% 4,388 $146K
Armstrong Advisory Group, Inc. 0.01% No change 4,227 $141K
Nemes Rush Group LLC 0.01% Reduce -6.8% 4,111 $137K
Luminist Capital LLC 0.15% Add +60.1% 4,320 $134K
Private Wealth Management Group, LLC 0.03% No change 4,012 $134K
Trust Co. of Vermont 0.00% — 3,945 $131K
Glass Jacobson Investment Advisors llc 0.04% Reduce -18.8% 3,868 $129K
IMG Wealth Management, Inc. 0.07% Reduce -0.4% 3,826 $127K
JPL Wealth Management, LLC 0.03% Add +7.8% 3,793 $126K
DecisionPoint Financial, LLC 0.02% Reduce -14.6% 3,705 $126K
Wellington Shields & Co., LLC 0.03% Add +54.2% 3,674 $122K
Wellington Shields Capital Management, LLC 0.02% Reduce -36.4% 3,667 $122K
Titan Wealth (CI) Ltd 0.05% No change 3,664 $122K
Bfsg, LLC 0.01% Add +4.3% 3,610 $120K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +16.1% 3,600 $120K
Colonial Trust Co / SC 0.02% Add +2.9% 3,600 $120K
Napier Financial, LLC 0.02% Add +52.7% 3,571 $119K
Gill Capital Partners, LLC 0.03% Add +41.7% 3,566 $119K
Glen Eagle Advisors, LLC 0.01% Reduce -1.4% 3,553 $118K
Chesapeake Asset Management LLC 0.09% Add +4.1% 3,545 $118K
Valley National Advisers Inc. 0.01% Reduce -2.2% 3,542 $118K
Winch Advisory Services, LLC 0.02% No change 3,537 $118K
Mechanics Financial Corp 0.04% No change 3,500 $117K
Beaird Harris Wealth Management, LLC 0.01% Reduce -15.7% 3,489 $116K
Salomon & Ludwin, LLC 0.01% Reduce -60.9% 3,342 $114K
Smallwood Wealth Investment Management, LLC 0.05% Reduce -14.9% 3,410 $114K
Beacon Investment Advisory Services, Inc. 0.00% Add +86.7% 3,374 $112K
Financial Consulate, Inc. 0.01% Add +0.9% 3,370 $112K
Vision Financial Markets LLC 0.10% Add +270.0% 3,289 $110K
Imprint Wealth LLC 0.44% Add +8.5% 3,280 $109K
Avion Wealth 0.02% No change 3,285 $109K
Hollencrest Capital Management 0.01% Reduce -55.3% 3,272 $109K
REAP Financial Group, LLC 0.02% No change 3,266 $109K
One River Asset Management, LLC 0.52% New 3,262 $109K
Winthrop Capital Management, LLC 0.03% Reduce -3.4% 3,211 $107K
Parkside Financial Bank & Trust 0.01% Add +1.4% 3,196 $106K
First Horizon Corp. 0.00% No change 3,150 $105K
Quadrant Capital Group LLC 0.00% No change 3,119 $104K
Stone House Investment Management, LLC 0.01% Add +34.4% 3,101 $103K
Lanark Financial, Inc. 0.01% Reduce -3.3% 3,089 $103K
Lloyd Advisory Services, LLC. 0.04% Add +30.3% 3,056 $102K
Richardson Capital Management LLC 0.04% Add +200.8% 3,014 $100K
Am Investment Strategies LLC 0.02% New 3,012 $100K
Toronto Dominion Bank 0.00% No change 3,000 $100K
Indiana Trust & Investment Management Co 0.03% No change 2,955 $98K
CSS LLC 0.01% Reduce -95.3% 2,922 $97K
Ancora Advisors LLC 0.00% Reduce -34.7% 2,919 $97K
JFS Wealth Advisors, LLC 0.00% Add +540.9% 2,865 $95K
Entrust Financial LLC 0.06% Add +1.8% 2,853 $95K
Key Capital Management, INC 0.05% Add +66.2% 2,841 $95K
Cedar Mountain Advisors, LLC 0.02% Add +1.3% 2,781 $93K
Orion Capital Management LLC 0.03% No change 2,754 $92K
Gold Investment Management Ltd. 0.02% No change 2,723 $91K
Steigerwald, Gordon & Koch Inc. 0.01% Add +178.9% 2,650 $88K
Hoey Investments, Inc. 0.01% Reduce -50.2% 2,589 $86K
Coastline Trust Co 0.01% Add +16.0% 2,546 $85K
West Paces Advisors Inc. 0.01% New 2,539 $85K
Caldwell Trust Co 0.01% No change 2,509 $84K
JNBA Financial Advisors 0.01% Reduce -70.9% 2,502 $83K
Gen-Wealth Partners Inc 0.02% No change 2,423 $81K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -7.2% 2,410 $80K
Wilkerson Advisory Group LLC 0.02% No change 2,321 $77K
Rockefeller Capital Management L.P. 0.00% Reduce -74.8% 2,318 $77K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,295 $76K
Bernard Wealth Management Corp. 0.03% Reduce -8.0% 2,287 $76K
Elevated Capital Advisors, LLC 0.02% Add +47.8% 2,275 $76K
Bokf, NA 0.00% Reduce -63.8% 2,275 $76K
Horrell Capital Management, Inc. 0.03% No change 2,257 $75K
Atlatl Advisers LLC 0.02% New 2,232 $74K
Triumph Capital Management 0.01% Add +3.0% 2,174 $72K
Markowski Investments 0.02% — 2,158 $72K
Axiom Investment Management LLC 0.05% No change 2,135 $71K
HM Payson & Co. 0.00% No change 2,076 $69K
Dunhill Financial, LLC 0.01% No change 2,065 $69K
Bruce G. Allen Investments, LLC 0.04% No change 2,030 $68K
Downshift Financial, LLC 0.03% New 2,030 $68K
Atwood & Palmer Inc. 0.00% Add +1.5% 2,030 $68K
Tounjian Advisory Partners, LLC 0.03% New 2,020 $67K
CoreCap Advisors, LLC 0.00% Add +200.0% 1,968 $66K
StrongBox Wealth, LLC 0.02% New 1,957 $65K
Vermillion Wealth Management, Inc. 0.02% Reduce -34.2% 1,928 $64K
EMC Capital Management 0.02% — 1,643 $62K
Independence Bank of Kentucky 0.01% Reduce -61.0% 1,836 $61K
Kingdom Financial Group LLC. 0.02% Reduce -22.1% 1,827 $61K
Capital Analysts, LLC 0.00% No change 1,804 $60K
SOA Wealth Advisors, LLC. 0.01% Reduce -90.2% 1,750 $58K
Spectrum Wealth Advisory Group, LLC 0.02% New 1,718 $57K
BankPlus Trust Department 0.01% Add +134.1% 1,702 $57K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,690 $56K
10Elms LLP 0.02% New 1,666 $55K
Measured Wealth Private Client Group, LLC 0.01% No change 1,661 $55K
Grove Bank & Trust 0.01% No change 1,635 $54K
Spurstone Advisory Services, LLC 0.74% No change 1,585 $54K
Front Row Advisors LLC 0.02% Add +55.9% 1,475 $53K
Essential Investment Partners LLC 0.04% Reduce -77.8% 1,586 $53K
Fairman Group, LLC 0.04% No change 1,571 $52K
Pittenger & Anderson Inc. 0.00% Add +4.3% 1,571 $52K
Highland Investment Advisors LLC 0.02% — 1,570 $52K
Signature Resources Capital Management, LLC 0.02% Add +240.0% 1,554 $52K
Keating Financial Advisory Services, Inc. 0.01% Reduce -3.3% 1,540 $51K
Smithfield Trust Co 0.00% No change 1,506 $50K
Burnham & Co LLC 0.04% — 1,500 $50K
Luken Investment Analytics, LLC 0.02% No change 1,500 $50K
Flputnam Investment Management Co. 0.00% New 1,500 $50K
Meramec Financial Planners, LLC 0.02% No change 1,352 $50K
Financial Perspectives, Inc 0.01% No change 1,473 $49K
Islay Capital Management, LLC 0.02% Add +47.0% 1,470 $49K
Osbon Capital Management LLC 0.04% No change 1,459 $49K
SWAN Capital LLC 0.02% No change 1,394 $46K
IFS Advisors, LLC 0.02% Add +26.5% 1,385 $46K
Cornerstone National Bank & Trust Co 0.02% No change 1,355 $46K
Caitlin John, LLC 0.02% Reduce -15.5% 1,363 $45K
Park Place Capital Corp 0.01% No change 1,360 $45K
Burkett Financial Services, LLC 0.01% Add +2.0% 1,321 $44K
Timbuktu Capital Management, LLC 0.07% — 1,300 $43K
Center for Financial Planning, Inc. 0.00% No change 1,300 $43K
New England Capital Financial Advisors LLC 0.01% No change 1,265 $42K
Covestor Ltd 0.02% Reduce -3.9% 1,267 $42K
Bangor Savings Bank 0.00% No change 1,203 $40K
LFA - Lugano Financial Advisors SA 0.02% No change 1,193 $40K
Bank of New Hampshire 0.01% No change 1,182 $39K
GoalVest Advisory LLC 0.01% No change 1,146 $38K
Elevation Wealth Partners, LLC 0.01% Add +3.5% 1,139 $38K
Vision Retirement, LLC 0.01% No change 1,134 $38K
Strategic Investment Solutions, Inc. 0.01% Reduce -7.4% 1,124 $37K
City Holding Co. 0.00% No change 1,115 $37K
VSM Wealth Advisory, LLC 0.01% No change 1,076 $36K
Kozak & Associates, Inc. 0.01% Reduce -64.1% 1,048 $36K
Commonwealth Retirement Investments LLC 0.01% New 1,056 $35K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,053 $35K
Millstone Evans Group, LLC 0.02% Add +13.1% 1,045 $35K
Perkins Coie Trust Co 0.01% No change 1,045 $35K
Centerpoint Advisors, LLC 0.01% New 1,016 $34K
Jones Financial Companies LLLP 0.00% Add +40.3% 996 $34K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,000 $33K
Nvwm, LLC 0.01% Add +0.5% 977 $33K
Steph & Co. 0.01% No change 975 $32K
Peterson Wealth Management 0.01% Add +15.2% 950 $32K
Evermay Wealth Management LLC 0.00% No change 950 $32K
DiNuzzo Private Wealth, Inc. 0.00% No change 944 $31K
Tripletail Wealth Management, LLC 0.04% No change 900 $31K
United Financial Planning Group LLC 0.02% Add +29.8% 927 $31K
CNB Bank 0.01% No change 903 $30K
GHP Investment Advisors, Inc. 0.00% Reduce -0.3% 895 $30K
Coston, McIsaac & Partners 0.01% Reduce -77.3% 925 $29K
GW&K Investment Management, LLC 0.00% No change 857 $29K
LGT Financial Advisors LLC 0.15% Reduce -3.4% 858 $29K
Arlington Trust Co LLC 0.00% No change 850 $28K
Allied Private Wealth LLC 0.02% — 800 $28K
Graney & King, LLC 0.01% No change 812 $27K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 803 $27K
Heritage Wealth Advisors 0.00% Add +103.3% 803 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 801 $27K
Harbor Asset Planning, Inc. 0.02% No change 788 $26K
TD Capital Management LLC 0.00% No change 781 $26K
Wolff Wiese Magana LLC 0.01% Reduce -19.1% 764 $25K
Game Plan Financial Advisors, LLC 0.01% Add +273.6% 751 $25K
Mather Group, Llc. 0.00% Reduce -31.7% 723 $24K
Gilpin Wealth Management, LLC 0.02% Reduce -22.3% 722 $24K
Banque Transatlantique SA 0.00% No change 685 $23K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 677 $23K
Birchwood Financial Partners, Inc. 0.02% No change 666 $22K
Evolution Wealth Management Inc. 0.01% Reduce -67.8% 666 $22K
Oakmont Advisory Group, LLC 0.02% New 659 $22K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 654 $22K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% Add +550.0% 650 $22K
Hantz Financial Services, Inc. 0.00% No change 625 $21K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +1.5% 603 $20K
Fairscale Capital, LLC 0.01% No change 590 $20K
American National Bank & Trust 0.00% No change 576 $19K
PFS Partners, LLC 0.01% No change 565 $19K
Strengthening Families & Communities, LLC 0.00% Add +38.8% 555 $18K
PlanVest Financial, Inc 0.01% No change 551 $18K
American Capital Advisory, LLC 0.01% Reduce -1.7% 533 $18K
Global Trust Asset Management, LLC 0.01% Reduce -36.1% 530 $18K
Sittner & Nelson, LLC 0.01% Add +63.7% 527 $18K
Hickory Point Bank & Trust 0.01% No change 525 $17K
Anchor Investment Management, LLC 0.00% Reduce -2.1% 519 $17K
Sfam, LLC 0.01% No change 516 $17K
Financial Life Planners 0.01% No change 480 $16K
West Branch Capital LLC 0.00% No change 479 $16K
Acumen Wealth Advisors, LLC 0.00% Reduce -57.7% 477 $16K
1620 Investment Advisors, Inc. 0.01% No change 475 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -66.8% 472 $16K
Founders Capital Management 0.01% No change 469 $16K
Tidemark, LLC 0.00% No change 449 $15K
Financial Network Wealth Advisors LLC 0.02% No change 447 $15K
Westside Investment Management, Inc. 0.00% Add +135.1% 435 $14K
LifeSteps Financial, Inc. 0.01% New 426 $14K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -4.8% 419 $14K
HighMark Wealth Management LLC 0.00% Add +3.8% 415 $14K
MTM Investment Management, LLC 0.00% Add +18.4% 411 $14K
CENTRAL TRUST Co 0.00% Reduce -41.9% 409 $14K
First Pacific Financial 0.00% No change 407 $14K
Bare Financial Services, Inc 0.00% No change 404 $13K
High Point Wealth Management, LLC 0.01% New 395 $13K
DHJJ Financial Advisors, Ltd. 0.00% Add +2.6% 389 $13K
Sachetta, LLC 0.01% No change 384 $13K
TFC Financial Management, Inc. 0.00% No change 380 $13K
Avalon Trust Co 0.00% No change 375 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 371 $12K
MCF Advisors LLC 0.00% No change 369 $12K
Roble, Belko & Company, Inc 0.00% Reduce -26.9% 355 $12K
First Community Trust NA 0.01% No change 352 $12K
Pension & Wealth Management Advisors, Inc. 0.00% Add +141.7% 348 $12K
Midwest Capital Advisors, LLC 0.00% No change 333 $11K
MPWM Advisory Solutions, LLC 0.01% Reduce -45.2% 333 $11K
MidFirst Bank 0.00% No change 331 $11K
Lavaca Capital LLC 0.00% No change 329 $11K
Provenance Wealth Advisors, LLC 0.00% No change 328 $11K
Fourth Dimension Wealth, LLC 0.00% No change 325 $11K
Harborfront Financial Group LLC 0.04% — 314 $10K
Intesa Sanpaolo Wealth Management 0.00% New 300 $10K
Godfrey Financial Associates, Inc. 0.01% No change 295 $10K
Albion Financial Group 0.00% Add +3.3% 285 $9K
Key Financial Inc 0.00% Reduce -8.2% 280 $9K
Essential Partners LLC 0.00% Add +41.9% 271 $9K
Bulwark Capital Corp 0.01% No change 267 $9K
Farmers & Merchants Investments Inc. 0.00% No change 261 $9K
Abound Wealth Management 0.00% Add +19.0% 257 $9K
Breakwater Investment Management 0.00% No change 253 $8K
Union Savings Bank 0.00% New 240 $8K
Hughes Financial Services, LLC 0.00% No change 238 $8K
Hartford Financial Management Inc. 0.00% No change 200 $7K
Morton Brown Family Wealth, LLC 0.00% No change 200 $7K
Colonial Trust Advisors 0.00% New 200 $7K
FMR LLC 0.00% Add +166.7% 200 $7K
Quest 10 Wealth Builders, Inc. 0.01% Add +34.9% 197 $7K
Aventus Investment Advisors, Inc. 0.00% No change 188 $6K
Blueline Advisors LLC 0.00% New 188 $6K
Cary Street Partners Investment Advisory LLC 0.00% No change 186 $6K
Davis Capital Management 0.00% Reduce -68.2% 182 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 193 $6K
Manchester Capital Management LLC 0.00% New 175 $6K
Rosenberg Matthew Hamilton 0.00% Reduce -93.4% 172 $6K
BOK Financial Private Wealth, Inc. 0.00% New 172 $6K
Walsh & Associates, LLC 0.00% No change 165 $5K
Ameriprise Financial Inc. 0.00% New 164 $5K
NBH Bank 0.00% — 163 $5K
Friedenthal Financial 0.00% Reduce -26.4% 162 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 161 $5K
SHP Wealth Management 0.00% New 160 $5K
1 North Wealth Services LLC 0.00% No change 160 $5K
Buck Wealth Strategies, LLC 0.00% New 157 $5K
JDM Financial Group LLC 0.00% No change 155 $5K
Networth Advisors, LLC 0.00% Add +192.2% 149 $5K
Alerus Financial NA 0.00% No change 148 $5K
Raleigh Capital Management Inc. 0.00% Add +6.1% 140 $5K
Tradewinds Capital Management, LLC 0.00% Add +0.7% 138 $5K
YANKCOM Partnership 0.00% Reduce -76.9% 137 $5K
Hilton Head Capital Partners, LLC 0.00% No change 132 $4K
Philadelphia Investment Partners, LLC 0.00% Reduce -50.4% 128 $4K
McGuire Capital Advisors Inc. 0.00% No change 127 $4K
Private Trust Co. NA 0.00% No change 125 $4K
Ares Financial Consulting, LLC 0.00% Add +283.9% 119 $4K
Darwin Wealth Management, LLC 0.00% New 113 $4K
Montgomery Financial Services LLC 0.00% — 110 $4K
Milestone Investment Advisors LLC 0.00% No change 103 $3K
Lodestone Wealth Management LLC 0.00% No change 101 $3K
Minot DeBlois Advisors LLC 0.00% No change 100 $3K
Hamrick Investment Counsel, llc 0.00% Reduce -61.5% 100 $3K
Shengqi Capital (Hong Kong) Ltd 0.00% No change 100 $3K
Barrett & Company, Inc. 0.00% Reduce -83.3% 100 $3K
Collier Financial 0.00% No change 96 $3K
LM Advisors LLC 0.01% Add +2662.7% 95,285 $3K
Highline Wealth Partners LLC 0.00% Reduce -81.0% 94 $3K
Crews Bank & Trust 0.00% Reduce -54.0% 93 $3K
Bear Mountain Capital, Inc. 0.00% No change 84 $3K
Redwood Park Advisors LLC 0.00% No change 90 $3K
Clearstead Trust, LLC 0.00% No change 84 $3K
Ravenstone Capital Management Inc. 0.00% No change 80 $3K
Prestige Wealth Management Group LLC 0.00% No change 74 $2K
MV Capital Management, Inc. 0.00% No change 71 $2K
Alpine Bank Wealth Management 0.00% New 64 $2K
First PREMIER Bank 0.00% No change 50 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 50 $2K
Flagship Wealth Advisors, LLC 0.00% New 50 $2K
Concord Wealth Partners 0.00% New 45 $1K
SIMA Wealth Partners, LLC 0.00% No change 41 $1K
Leo H. Evart, Inc. 0.00% No change 33 $1K
Creative Capital Management Investments LLC 0.00% No change 30 $999
Trust Co. of Toledo NA 0.00% No change 29 $965
Frazier Financial Advisors, LLC 0.00% No change 23 $766
Robbins Farley 0.00% No change 23 $766
Medallion Wealth Advisors, LLC 0.00% Reduce -96.3% 22 $732
Anchor Bay Capital, Inc. 0.00% — 20 $725
Murphy & Mullick Capital Management Corp 0.00% No change 20 $666
Creative Financial Designs Inc. 0.00% No change 20 $666
Trifecta Capital Advisors, LLC 0.00% No change 19 $633
Chelsea Counsel Co. 0.00% No change 15 $500
Duncker Streett & Co. Inc. 0.00% No change 15 $499
Robinswood Financial LLC 0.00% No change 15 $499
Toth Financial Advisory Corp. 0.00% Add +85.7% 13 $433
Financially Speaking Inc 0.00% No change 11 $423
Strive Financial Group ,LLC 0.00% New 12 $399
Costello Asset Management, INC 0.00% No change 10 $333
Bullock Wealth Management Group 0.00% No change 4 $136
Toews Corp. 0.00% New 4 $133
BNP Paribas Financial Markets 0.00% New 1 $33

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