iShares Silver TrustSLVETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 871 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 83 from Q1 2024. 137 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($279.4M), Bank of America Corp. ($216.9M) and UBS Group AG ($209.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Silver Trust
- CUSIP
- 46428Q109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $347.2M |
| Exits | 56 | $127.4M |
All 13F filers, Q1 2024 → Q2 2024: 30,537,994 shares bought and 34,557,744 shares sold, net −4,019,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 871 holders
| Morgan Stanley | 0.02% | Add +25.1% | 10,514,065 | $279.4M |
| Bank of America Corp. | 0.02% | Add +14.9% | 8,164,630 | $216.9M |
| UBS Group AG | 0.06% | Add +110.7% | 7,894,794 | $209.8M |
| CTC LLC | 15.56% | New | 7,841,395 | $208.3M |
| LPL Financial LLC | 0.07% | Add +29.4% | 5,223,485 | $138.8M |
| Wells Fargo & Company | 0.03% | Add +14.8% | 4,581,843 | $121.7M |
| Jane Street Group, LLC | 0.09% | Reduce -80.4% | 3,250,609 | $86.4M |
| Toronto Dominion Bank | 0.08% | No change | 1,925,000 | $51.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +16.2% | 1,845,780 | $49.0M |
| Meitav Investment House Ltd. | 0.81% | New | 1,720,000 | $45.7M |
| Royal Bank of Canada | 0.01% | Add +39.2% | 1,559,011 | $41.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -35.8% | 1,530,794 | $40.7M |
| Bleakley Financial Group, LLC | 1.05% | Reduce -1.1% | 1,363,798 | $36.2M |
| Simplicity Wealth,LLC | 0.82% | Reduce -16.6% | 1,363,798 | $36.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +17.8% | 1,352,014 | $35.9M |
| SG Americas Securities, LLC | 0.23% | Reduce -15.3% | 1,333,815 | $35.4M |
| HighTower Advisors, LLC | 0.05% | Add +9.3% | 1,322,387 | $35.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 1,305,784 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.9% | 1,190,547 | $31.6M |
| Total Investment Management Inc. | 3.64% | Add +0.1% | 1,043,004 | $27.7M |
| Ion Asset Management Ltd. | 1.78% | Reduce -3.4% | 1,005,055 | $26.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -0.2% | 992,898 | $26.4M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.4% | 954,377 | $25.4M |
| Cetera Investment Advisers | 0.06% | Add +14.5% | 935,476 | $24.9M |
| Susquehanna International Group, LLP | 0.04% | Add +859.6% | 898,105 | $23.9M |
| Raymond James & Associates | 0.02% | Reduce -19.6% | 890,902 | $23.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +18.4% | 842,964 | $22.4M |
| Stifel Financial Corp. | 0.02% | Add +53.6% | 820,357 | $21.8M |
| Money Design Co.,Ltd. | 1.16% | Reduce -14.1% | 808,907 | $21.5M |
| MML Investors Services, LLC | 0.08% | Add +94.3% | 739,125 | $19.6M |
| Richard C. Young & CO., LTD. | 2.38% | Add +1.7% | 737,946 | $19.6M |
| National Bank of Canada | 0.03% | Add +3.1% | 724,420 | $19.4M |
| Corecam Pte. Ltd. | 13.86% | Add +33.1% | 697,500 | $18.5M |
| Simplex Trading, LLC | 0.55% | Reduce -56.0% | 646,240 | $17.2M |
| Citadel Advisors | 0.02% | Reduce -69.3% | 630,313 | $16.7M |
| Cadence Wealth Management LLC | 11.18% | Reduce -9.6% | 602,049 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 540,522 | $14.4M |
| IMC-Chicago, LLC | 0.44% | Add +126.2% | 521,067 | $13.8M |
| Cubist Systematic Strategies, LLC | 0.24% | Add +656.6% | 516,890 | $13.7M |
| Faithward Advisors, LLC | 2.45% | Reduce -7.8% | 510,948 | $13.6M |
| Cibc World Markets Corp. | 0.09% | Add +32.2% | 505,050 | $13.4M |
| Biechele Royce Advisors | 4.39% | Reduce -1.3% | 489,525 | $13.0M |
| TSP Capital Management Group, LLC | 4.00% | Reduce -3.4% | 480,275 | $12.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +32.8% | 478,218 | $12.7M |
| AMG National Trust Bank | 0.32% | Add +0.4% | 442,450 | $11.8M |
| Prospera Financial Services Inc | 0.31% | Add +260.6% | 416,500 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.7% | 412,115 | $10.9M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +3.4% | 399,780 | $10.6M |
| Financial Sense Advisors, Inc. | 3.32% | Reduce -0.6% | 394,394 | $10.5M |
| Trek Financial, LLC | 0.83% | Add +81.8% | 391,789 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +143.2% | 386,285 | $10.3M |
| ARS Wealth Advisors Group, LLC | 1.28% | Reduce -6.9% | 371,003 | $9.9M |
| Foundations Investment Advisors, LLC | 0.23% | Add +5.7% | 356,249 | $9.5M |
| Private Advisor Group, LLC | 0.06% | Add +14.0% | 340,511 | $9.0M |
| Carrera Capital Advisors | 2.86% | — | 328,889 | $8.7M |
| Yeomans Consulting Group, Inc. | 3.37% | New | 328,416 | $8.7M |
| Cresset Asset Management, LLC | 0.04% | Add +11.2% | 319,563 | $8.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Add +1.0% | 315,020 | $8.4M |
| Tejara Capital Ltd | 3.00% | Add +106.7% | 310,000 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -56.5% | 302,690 | $8.0M |
| Oxbow Advisors, LLC | 0.97% | Add +2574.1% | 302,548 | $8.0M |
| LMR Partners LLP | 0.22% | No change | 300,000 | $8.0M |
| Mackenzie Financial Corp. | 0.01% | No change | 298,883 | $7.9M |
| Arkadios Wealth Advisors | 0.53% | Add +3.2% | 293,250 | $7.8M |
| West Family Investments, Inc. | 2.27% | No change | 285,000 | $7.6M |
| Herr Investment Group LLC | 2.20% | No change | 279,224 | $7.4M |
| Arnhold LLC | 0.78% | Reduce -8.2% | 278,575 | $7.4M |
| NewEdge Advisors, LLC | 0.05% | Add +256.0% | 274,046 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -1.5% | 272,483 | $7.2M |
| Citigroup Inc. | 0.01% | Reduce -30.6% | 261,232 | $6.9M |
| Prudential Financial Inc. | 0.01% | Add +88.4% | 250,181 | $6.6M |
| Insigneo Advisory Services, LLC | 0.72% | New | 258,695 | $6.4M |
| Belvedere Trading LLC | 0.34% | Reduce -68.7% | 239,539 | $6.4M |
| Seven Post Investment Office LP | 1.18% | No change | 239,000 | $6.4M |
| Sprott Inc. | 0.45% | Reduce -18.3% | 230,555 | $6.1M |
| Synovus Financial Corp. | 0.08% | Reduce -6.0% | 223,846 | $5.9M |
| MinichMacGregor Wealth Management, LLC | 1.43% | New | 221,043 | $5.9M |
| Fifth Third Securities, Inc. | 0.53% | Reduce -22.7% | 217,375 | $5.8M |
| Financial Advocates Investment Management | 0.34% | Add +3.1% | 202,943 | $5.4M |
| Teacher Retirement System of Texas | 0.03% | New | 200,000 | $5.3M |
| TD Waterhouse Canada Inc. | 0.05% | Reduce -7.3% | 196,260 | $5.3M |
| MY Wealth Management Inc. | 5.97% | Reduce -1.2% | 197,383 | $5.2M |
| Guidance Capital, Inc. | 1.69% | Reduce -2.4% | 195,423 | $5.2M |
| Ramiah Investment Group | 5.00% | Reduce -25.9% | 192,900 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 192,336 | $5.1M |
| Global Retirement Partners, LLC | 0.16% | Add +209.5% | 191,538 | $5.1M |
| Augustine Asset Management Inc. | 1.95% | Reduce -1.8% | 190,193 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Reduce -2.7% | 186,789 | $5.0M |
| Bedell Frazier Investment Counselling, LLC | 1.19% | Add +3.7% | 185,750 | $4.9M |
| Caxton Associates LP | 0.19% | Reduce -59.8% | 185,476 | $4.9M |
| Bank of Nova Scotia | 0.01% | Add +16.6% | 182,345 | $4.8M |
| Ariadne Wealth Management, LP | 3.80% | — | 182,300 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -20.2% | 178,184 | $4.7M |
| Chartwell Investment Partners, LLC | 0.17% | Add +0.1% | 177,500 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1.3% | 177,364 | $4.7M |
| Meridian Wealth Management, LLC | 0.57% | New | 177,307 | $4.7M |
| Captrust Financial Advisors | 0.02% | Add +4.8% | 176,606 | $4.7M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -33.4% | 176,031 | $4.7M |
| Creative Planning | 0.01% | Add +18.1% | 175,975 | $4.7M |
| Proficio Capital Partners LLC | 0.48% | New | 170,610 | $4.5M |
| Harvest Investment Services, LLC | 1.78% | Add +2.0% | 168,878 | $4.5M |
| IHT Wealth Management, LLC | 0.17% | Reduce -11.8% | 168,246 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 166,200 | $4.4M |
| Nations Financial Group Inc, /Ia/ | 0.36% | Add +7.3% | 166,072 | $4.4M |
| NTV Asset Management LLC | 0.61% | Add +144.0% | 160,450 | $4.3M |
| Independent Financial Group, LLC | 0.17% | Add +143.2% | 160,388 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +1.6% | 155,929 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +28.2% | 155,735 | $4.1M |
| Ameritas Advisory Services, LLC | 0.15% | Add +16.3% | 153,008 | $4.1M |
| Eagle Strategies LLC | 0.77% | Reduce -10.1% | 151,846 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -3.6% | 149,798 | $4.0M |
| DCF Advisers, LLC | 2.08% | Add +193.2% | 146,600 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +0.7% | 145,714 | $3.9M |
| Marex Group Ltd | 0.10% | Add +651.1% | 141,702 | $3.8M |
| Walleye Trading LLC | 0.07% | Add +256.3% | 141,627 | $3.8M |
| Advisory Services Network, LLC | 0.08% | Add +15.0% | 140,622 | $3.7M |
| Mutual Advisors, LLC | 0.11% | Add +26.9% | 146,037 | $3.7M |
| Waverly Advisors, LLC | 0.07% | Reduce -2.3% | 139,717 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -1.6% | 130,381 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -14.2% | 138,634 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +64.4% | 136,371 | $3.6M |
| China Universal Asset Management Co., Ltd. | 0.51% | Add +103.8% | 135,500 | $3.6M |
| Keel Point, LLC | 0.32% | Add +53.9% | 141,270 | $3.6M |
| Chicago Wealth Management, Inc. | 2.05% | New | 134,470 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +21.5% | 132,547 | $3.5M |
| Townsquare Capital LLC | 0.05% | Add +11.3% | 131,187 | $3.5M |
| Lesa Sroufe & Co | 3.35% | Reduce -1.7% | 129,787 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +50.0% | 129,133 | $3.4M |
| Brookstone Capital Management | 0.06% | Add +64.7% | 121,598 | $3.4M |
| AE Wealth Management LLC | 0.03% | Add +57.4% | 119,509 | $3.2M |
| Geneos Wealth Management Inc. | 0.14% | Add +332.1% | 119,321 | $3.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -11.8% | 119,800 | $3.2M |
| Stephens Inc. | 0.05% | Add +16.4% | 117,707 | $3.1M |
| Canton Hathaway, LLC | 0.82% | Add +143.3% | 112,828 | $3.0M |
| Sigma Planning Corp | 0.09% | Reduce -1.5% | 109,497 | $2.9M |
| Pineridge Advisors LLC | 0.99% | Reduce -89.5% | 109,482 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +9.7% | 108,917 | $2.9M |
| Pettinga Financial Advisors LLC | 0.72% | Reduce -14.2% | 108,202 | $2.9M |
| Banco BTG Pactual S.A. | 0.73% | Add +698.5% | 109,000 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +66.1% | 107,447 | $2.9M |
| Private Wealth Advisors, LLC | 1.22% | Reduce -49.6% | 104,290 | $2.8M |
| HRT Financial LP | 0.02% | Reduce -47.2% | 103,187 | $2.7M |
| Caprock Group, LLC | 0.11% | New | 101,667 | $2.7M |
| Tudor Investment Corporation | 0.03% | Add +63.1% | 100,000 | $2.7M |
| Arete Wealth Advisors, LLC | 0.22% | Add +4.7% | 98,733 | $2.6M |
| Moneco Advisors, LLC | 0.38% | New | 96,380 | $2.6M |
| HSBC Holdings PLC | 0.00% | Add +100.0% | 96,000 | $2.6M |
| Custom Portfolio Group LLC | 2.01% | Reduce -4.7% | 97,768 | $2.5M |
| CENTRAL TRUST Co | 0.06% | Reduce -3.9% | 95,806 | $2.5M |
| Cwm, LLC | 0.01% | Add +53.3% | 94,871 | $2.5M |
| Fielder Capital Group LLC | 0.95% | Reduce -4.4% | 92,609 | $2.5M |
| Bfsg, LLC | 0.31% | Reduce -2.0% | 92,461 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -16.0% | 91,946 | $2.4M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -7.1% | 91,880 | $2.4M |
| Evanson Asset Management, LLC | 0.18% | Add +6.4% | 91,753 | $2.4M |
| Williams & Novak, LLC | 2.27% | Add +9.7% | 91,679 | $2.4M |
| NWF Advisory Services Inc. | 0.39% | Add +14.5% | 91,162 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Reduce -2.2% | 90,391 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -15.0% | 90,270 | $2.4M |
| Robinson Value Management, Ltd. | 1.67% | Reduce -1.2% | 90,107 | $2.4M |
| Empirical Asset Management, LLC | 0.90% | Reduce -1.0% | 90,068 | $2.4M |
| 683 Capital Management, LLC | 0.28% | New | 90,000 | $2.4M |
| CI Investments Inc. | 0.01% | No change | 89,000 | $2.4M |
| Cacti Asset Management LLC | 0.18% | No change | 88,600 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.17% | Reduce -3.5% | 87,097 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.4% | 87,018 | $2.3M |
| Dorsey Wright & Associates | 0.60% | New | 86,419 | $2.3M |
| WESCAP Management Group, Inc. | 0.65% | Add +0.3% | 85,812 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +12.4% | 85,464 | $2.3M |
| Marathon Trading Investment Management LLC | 0.61% | New | 84,680 | $2.2M |
| Chelsea Counsel Co. | 1.11% | No change | 84,000 | $2.2M |
| Smith, Moore & Co. | 0.23% | Reduce -2.7% | 83,993 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +82.6% | 83,427 | $2.2M |
| Krilogy Financial LLC | 0.16% | New | 83,252 | $2.2M |
| Milestone Asset Management, LLC | 0.55% | Add +54.9% | 82,225 | $2.2M |
| US Bancorp \de | 0.00% | Add +7.0% | 81,778 | $2.2M |
| Optiver Holding B.V. | 0.04% | Reduce -44.7% | 81,026 | $2.2M |
| Boston Financial Mangement LLC | 0.07% | Add +33.1% | 79,128 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | No change | 78,229 | $2.1M |
| Independent Wealth Network Inc. | 0.96% | Reduce -11.6% | 77,659 | $2.1M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -0.6% | 76,735 | $2.0M |
| Fifth Third Bancorp | 0.01% | Reduce -6.2% | 75,972 | $2.0M |
| Barclays PLC | 0.00% | Reduce -93.9% | 74,697 | $2.0M |
| Comerica Bank | 0.01% | Add +7.8% | 72,063 | $1.9M |
| Econ Financial Services Corp | 1.18% | Reduce -0.5% | 71,701 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +28.2% | 71,654 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +0.4% | 70,688 | $1.9M |
| Caitlin John, LLC | 1.37% | Add +15.7% | 70,634 | $1.9M |
| Arvest Investments, Inc. | 0.30% | Reduce -3.7% | 70,475 | $1.9M |
| Intellectus Partners, LLC | 0.51% | Reduce -13.2% | 69,356 | $1.8M |
| WMS Partners, LLC | 0.12% | Add +0.3% | 68,943 | $1.8M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -2.6% | 66,196 | $1.8M |
| Avior Wealth Management, LLC | 0.07% | Reduce -14.2% | 65,518 | $1.7M |
| Pallas Capital Advisors LLC | 0.08% | No change | 63,770 | $1.7M |
| Laidlaw Wealth Management LLC | 0.93% | Add +20.9% | 63,791 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | — | 66,686 | $1.7M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -9.4% | 58,930 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +14.7% | 62,164 | $1.7M |
| Cadent Capital Advisors, LLC | 0.67% | New | 62,138 | $1.7M |
| Hilltop Holdings Inc. | 0.19% | Reduce -73.5% | 60,756 | $1.6M |
| Southeast Asset Advisors, LLC | 0.19% | No change | 60,748 | $1.6M |
| Associated Banc-Corp | 0.05% | Add +5.8% | 60,690 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +25.9% | 60,119 | $1.6M |
| Keybank National Association | 0.01% | Add +65.4% | 60,237 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.4% | 56,761 | $1.6M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -1.6% | 59,875 | $1.6M |
| Financial Counselors Inc. | 0.03% | Reduce -2.9% | 59,320 | $1.6M |
| Sapient Capital LLC | 0.03% | Reduce -6.4% | 59,211 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.3% | 58,983 | $1.6M |
| Fox Hill Wealth Management | 0.96% | Add +16.4% | 58,846 | $1.6M |
| Independent Advisor Alliance | 0.05% | Add +19.7% | 58,343 | $1.6M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -2.6% | 57,245 | $1.5M |
| Jackson Hole Capital Partners, LLC | 0.33% | No change | 55,729 | $1.5M |
| Cutter & CO Brokerage, Inc. | 0.36% | Add +22.3% | 55,531 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +41.7% | 53,810 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +0.3% | 53,720 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +31495.9% | 53,713 | $1.4M |
| Wellington Shields Capital Management, LLC | 0.26% | Reduce -3.4% | 53,500 | $1.4M |
| James Investment Research, Inc. | 0.17% | Reduce -0.2% | 53,253 | $1.4M |
| Simmons Bank | 0.11% | New | 53,022 | $1.4M |
| Norris Financial Group, LLC | 0.73% | New | 52,925 | $1.4M |
| Centennial Wealth Advisory LLC | 0.61% | Reduce -8.6% | 52,919 | $1.4M |
| GFS Advisors, LLC | 0.22% | Reduce -98.4% | 900 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Reduce -17.0% | 52,061 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.57% | Add +0.5% | 51,429 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | Add +61.1% | 50,100 | $1.3M |
| Nwi Management LP | 0.17% | Reduce -99.1% | 50,000 | $1.3M |
| Fore Capital, LLC | 4.72% | New | 50,000 | $1.3M |
| New Potomac Partners, LLC | 0.72% | Reduce -7.1% | 49,441 | $1.3M |
| Stevens Capital Management LP | 0.44% | Reduce -78.9% | 49,200 | $1.3M |
| Knoll Capital Management, LLC | 0.87% | No change | 48,500 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -0.3% | 47,827 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +62.3% | 47,477 | $1.3M |
| M Holdings Securities, Inc. | 0.16% | Add +21.1% | 47,084 | $1.3M |
| FineMark National Bank & Trust | 0.05% | Reduce -4.1% | 46,674 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.17% | Reduce -0.4% | 46,665 | $1.2M |
| Professional Financial Advisors, LLC | 0.34% | Add +1.0% | 46,511 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +30.6% | 45,864 | $1.2M |
| Meritage Portfolio Management | 0.08% | Add +37.3% | 45,165 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.3% | 45,122 | $1.2M |
| Blue Trust, Inc. | 0.02% | No change | 52,184 | $1.2M |
| Inspire Trust Co, N.A. | 0.39% | Add +28.8% | 44,675 | $1.2M |
| Two Sigma Securities, LLC | 0.05% | New | 43,160 | $1.1M |
| Investment Partners, LTD. | 0.51% | No change | 42,900 | $1.1M |
| Cinctive Capital Management LP | 0.06% | Add +247.0% | 42,862 | $1.1M |
| Verity Asset Management, Inc. | 0.44% | Add +24.1% | 42,653 | $1.1M |
| Good Life Advisors, LLC | 0.09% | Reduce -5.1% | 42,111 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +12.8% | 41,008 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -6.1% | 40,898 | $1.1M |
| Allworth Financial LP | 0.01% | Add +4.9% | 40,434 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +74.1% | 40,539 | $1.1M |
| WealthTrust Asset Management, LLC | 0.78% | Reduce -2.8% | 40,360 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +24.7% | 40,297 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.7% | 39,857 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +30.3% | 39,062 | $1.0M |
| Aegis Financial Corp. | 1.00% | Reduce -6.0% | 39,025 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -30.2% | 39,000 | $1.0M |
| Confluence Wealth Services, Inc. | 0.08% | Add +1.3% | 38,476 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 38,457 | $1.0M |
| MGB Wealth Management, LLC | 0.38% | Add +51.5% | 36,058 | $1.0M |
| Bard Associates Inc. | 0.39% | Reduce -2.9% | 38,049 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +88.2% | 38,021 | $1.0M |
| Wealthspan Partners, LLC | 0.56% | Add +0.2% | 37,870 | $1.0M |
| Evergreen Capital Management LLC | 0.04% | Add +4.2% | 37,583 | $999K |
| Altfest L J & Co. Inc. | 0.14% | Reduce -67.7% | 37,525 | $997K |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +4.3% | 37,166 | $988K |
| Millennium Management | 0.00% | Reduce -86.8% | 37,042 | $984K |
| Evercore Wealth Management, LLC | 0.02% | No change | 36,958 | $982K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.1% | 36,699 | $975K |
| Focus Partners Wealth | 0.00% | New | 36,453 | $969K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +8.5% | 36,337 | $965K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.0% | 36,040 | $958K |
| Evermay Wealth Management LLC | 0.15% | No change | 35,924 | $955K |
| Perennial Investment Advisors, LLC | 0.14% | Add +9.1% | 35,532 | $944K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +1.3% | 35,388 | $940K |
| World Investment Advisors | 0.06% | New | 35,291 | $938K |
| Vanguard Capital Wealth Advisors | 0.63% | Reduce -58.2% | 35,250 | $937K |
| Moors & Cabot, Inc. | 0.05% | Add +5.5% | 34,934 | $928K |
| Muirfield Wealth Advisors LLC | 0.86% | New | 34,532 | $918K |
| Lido Advisors, LLC | 0.01% | New | 34,253 | $910K |
| Scotia Capital Inc. | 0.01% | Add +34.0% | 34,118 | $907K |
| Perigon Wealth Management, LLC | 0.03% | New | 33,788 | $898K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -24.2% | 33,760 | $897K |
| First Command Advisory Services, Inc. | 0.01% | Add +5.5% | 32,825 | $872K |
| Rooted Wealth Advisors, Inc. | 0.38% | Reduce -6.7% | 31,982 | $870K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -3.2% | 30,175 | $849K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.9% | 31,909 | $848K |
| Primoris Wealth Advisors, LLC | 0.67% | Add +75.0% | 32,719 | $843K |
| Ehrlich Financial Group | 0.67% | New | 31,716 | $843K |
| Daiwa Securities Group Inc. | 0.00% | Add +17.9% | 31,550 | $838K |
| Dagco, Inc. | 0.37% | No change | 31,480 | $836K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.4% | 31,295 | $832K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 31,000 | $823K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -1.9% | 30,988 | $823K |
| Per Stirling Capital Management, LLC. | 0.13% | Add +10.1% | 30,776 | $818K |
| Ardsley Advisory Partners LP | 0.15% | Reduce -87.9% | 30,200 | $802K |
| Medici Capital LLC | 1.76% | No change | 30,000 | $797K |
| Level Four Advisory Services, LLC | 0.04% | Add +0.2% | 29,972 | $796K |
| Realta Investment Advisors | 0.16% | Reduce -19.5% | 29,944 | $796K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.1% | 29,801 | $792K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +24.3% | 29,449 | $782K |
| PFG Investments, LLC | 0.06% | Reduce -10.3% | 29,267 | $778K |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +2.6% | 29,231 | $777K |
| Aviance Capital Partners, LLC | 0.11% | No change | 29,188 | $776K |
| Texas Yale Capital Corp. | 0.04% | No change | 28,950 | $769K |
| CoreCap Advisors, LLC | 0.08% | Reduce -1.5% | 28,859 | $767K |
| Principal Securities, Inc. | 0.02% | Reduce -3.7% | 28,788 | $765K |
| Kercheville Advisors, LLC | 0.33% | Add +71.9% | 28,700 | $763K |
| Regal Investment Advisors LLC | 0.05% | Reduce -3.1% | 28,699 | $763K |
| Stablepoint Partners, LLC | 0.15% | Reduce -4.8% | 29,584 | $753K |
| Centaurus Financial, Inc. | 0.05% | Reduce -37.0% | 28,070 | $746K |
| Sicart Associates LLC | 0.29% | Reduce -11.8% | 28,018 | $744K |
| Choreo, LLC | 0.01% | Reduce -6.4% | 27,699 | $744K |
| Resolute Wealth Strategies, LLC | 0.43% | No change | 27,863 | $740K |
| TB Alternative Assets Ltd. | 0.17% | New | 27,800 | $739K |
| Ancora Advisors LLC | 0.02% | Reduce -4.0% | 27,776 | $738K |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -0.2% | 27,639 | $734K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +31.1% | 27,813 | $734K |
| Kovack Advisors, Inc. | 0.08% | Add +4.8% | 27,585 | $733K |
| Parsons Capital Management Inc. | 0.05% | No change | 27,525 | $731K |
| Harbour Investments, Inc. | 0.02% | Add +23.1% | 27,385 | $728K |
| Ingalls & Snyder LLC | 0.03% | Add +68.3% | 27,100 | $720K |
| Violich Capital Management, Inc. | 0.10% | Add +8.1% | 26,600 | $707K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -32.9% | 26,506 | $704K |
| Prosperity Wealth Management, Inc. | 0.35% | New | 26,455 | $703K |
| Sunbelt Securities, Inc. | 0.07% | Add +77.5% | 26,436 | $702K |
| Ballew Advisors, Inc | 0.46% | No change | 25,000 | $701K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.0% | 26,254 | $698K |
| Merit Financial Group, LLC | 0.02% | Add +4.5% | 26,084 | $693K |
| Patten Group, Inc. | 0.16% | Add +45.4% | 25,829 | $686K |
| Herold Advisors, Inc. | 0.16% | No change | 25,655 | $682K |
| Jacobi Capital Management LLC | 0.06% | Add +0.0% | 25,295 | $672K |
| Rathbones Group PLC | 0.00% | Reduce -3.5% | 25,130 | $668K |
| HAP Trading, LLC | 0.29% | Reduce -53.3% | 25,127 | $668K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +14.2% | 25,020 | $665K |
| SkyView Investment Advisors, LLC | 0.12% | No change | 25,000 | $664K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +42.9% | 24,904 | $662K |
| Atria Investments, Inc | 0.01% | New | 24,683 | $656K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | New | 24,555 | $652K |
| Personal Cfo Solutions, LLC | 0.10% | Reduce -7.6% | 24,421 | $649K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +19.1% | 24,036 | $639K |
| Journey Advisory Group, LLC | 0.08% | Add +2.1% | 23,859 | $634K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.8% | 23,756 | $631K |
| Whittier Trust Co. | 0.01% | Add +1.7% | 23,650 | $628K |
| Transcend Capital Advisors, LLC | 0.05% | New | 23,502 | $624K |
| Doliver Advisors, LP | 0.17% | Reduce -13.6% | 23,326 | $620K |
| New Wave Wealth Advisors LLC | 0.33% | — | 23,285 | $619K |
| IFG Advisory, LLC | 0.04% | Reduce -3.1% | 23,259 | $618K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -2.9% | 23,092 | $614K |
| Armor Advisors, L.L.C. | 0.48% | New | 23,000 | $611K |
| Winmill & Co. Inc. | 0.21% | No change | 23,000 | $611K |
| Giverny Capital | 0.03% | No change | 23,000 | $611K |
| Founders Financial Alliance, LLC | 0.18% | Add +1.8% | 22,850 | $607K |
| Capstone Wealth Management Group, LLC | 0.40% | New | 22,785 | $605K |
| Quadcap Wealth Management, LLC | 0.11% | No change | 22,281 | $592K |
| Mather Group, Llc. | 0.01% | Reduce -28.2% | 25,887 | $589K |
| BTC Capital Management, Inc. | 0.05% | No change | 22,000 | $585K |
| Fiduciary Financial Group, LLC | 0.14% | — | 20,372 | $583K |
| Pinnacle Financial Partners Inc | 0.01% | Add +4.6% | 22,169 | $579K |
| Focus Financial Network, Inc. | 0.02% | Add +0.6% | 20,753 | $574K |
| Piedmont Capital Management, LLC | 0.39% | No change | 23,499 | $574K |
| LexAurum Advisors, LLC | 0.14% | Add +30.3% | 21,510 | $572K |
| WESPAC Advisors, LLC | 0.45% | Add +46.6% | 21,502 | $571K |
| Private Portfolio Partners LLC | 0.46% | Reduce -1.8% | 21,380 | $568K |
| E&G Advisors, LLC | 0.17% | No change | 21,370 | $568K |
| StoneX Group Inc. | 0.05% | Add +66.4% | 21,339 | $567K |
| Columbus Macro, LLC | 0.22% | New | 20,094 | $560K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +9.9% | 21,055 | $559K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 21,000 | $558K |
| Dakota Wealth Management | 0.01% | Reduce -0.1% | 20,935 | $556K |
| Rosenberg Matthew Hamilton | 0.16% | No change | 20,619 | $554K |
| Bristlecone Advisors, LLC | 0.05% | Add +26.8% | 20,807 | $553K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 20,800 | $553K |
| Roman Butler Fullerton & Co. | 0.18% | New | 19,625 | $553K |
| Essex Financial Services, Inc. | 0.04% | Reduce -48.3% | 21,870 | $547K |
| Csenge Advisory Group | 0.03% | Reduce -16.8% | 20,568 | $546K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -5.5% | 20,450 | $543K |
| VestGen Investment Management | 0.16% | New | 20,307 | $540K |
| HB Wealth Management, LLC | 0.01% | Add +31.8% | 20,304 | $539K |
| First Foundation Advisors | 0.02% | Add +22.5% | 20,171 | $536K |
| Hibernia Wealth Partners, LLC | 0.19% | Add +100.0% | 20,130 | $535K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -1.1% | 20,098 | $534K |
| Western Wealth Management, LLC | 0.04% | Add +24.0% | 19,970 | $531K |
| Silver Oak Securities, Incorporated | 0.08% | Add +256.8% | 19,762 | $525K |
| Equitable Trust Co. | 0.04% | No change | 19,752 | $525K |
| Integrated Advisors Network LLC | 0.03% | Add +1.0% | 19,491 | $518K |
| Stapp Wealth Management, PLLC | 0.89% | No change | 19,230 | $511K |
| Welch Group, LLC | 0.02% | Add +7.6% | 19,164 | $509K |
| Mizuho Markets Americas LLC | 0.01% | New | 19,052 | $506K |
| DHK Financial Advisors, Inc. | 0.35% | Add +68.0% | 19,031 | $506K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 19,000 | $505K |
| Spire Wealth Management | 0.02% | Add +16.0% | 18,957 | $504K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 18,869 | $501K |
| Conservest Capital Advisors, Inc. | 0.05% | No change | 21,979 | $500K |
| Hudock, Inc. | 0.09% | Reduce -0.0% | 18,803 | $500K |
| Kiley Juergens Wealth Management, LLC | 0.14% | Reduce -0.4% | 18,608 | $494K |
| Lazard Asset Management LLC | 0.00% | Add +8.6% | 18,559 | $493K |
| Verition Fund Management LLC | 0.00% | Reduce -79.2% | 18,539 | $493K |
| DDFG, Inc | 0.15% | No change | 18,485 | $491K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.2% | 18,454 | $490K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.2% | 18,454 | $490K |
| Wexford Capital LP | 0.12% | Reduce -80.5% | 18,396 | $489K |
| Soltis Investment Advisors LLC | 0.05% | No change | 18,364 | $488K |
| Tidal Investments LLC | 0.01% | Add +8.4% | 18,321 | $487K |
| Commerce Bank | 0.00% | Reduce -40.9% | 18,190 | $483K |
| Brighton Jones LLC | 0.02% | No change | 18,113 | $481K |
| Cedrus LLC | 0.24% | New | 18,019 | $479K |
| Fiduciary Trust Co | 0.01% | No change | 17,810 | $473K |
| Global Financial Private Client, LLC | 0.20% | New | 17,657 | $469K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -15.3% | 17,544 | $466K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.8% | 17,333 | $465K |
| Insight Advisors, LLC/ PA | 0.09% | Add +1.2% | 17,510 | $465K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -10.1% | 16,857 | $448K |
| Phillips Financial Management, LLC | 0.04% | No change | 16,841 | $447K |
| ROI Financial Advisors, LLC | 0.32% | Add +7.9% | 16,613 | $446K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +5.2% | 16,735 | $445K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.5% | 16,733 | $445K |
| Capital Investment Advisors, LLC | 0.01% | Add +9.6% | 16,688 | $443K |
| Wealth Quarterback LLC | 0.25% | Add +16.3% | 16,675 | $443K |
| Swisher Financial Concepts, Inc. | 0.45% | Reduce -0.6% | 16,415 | $443K |
| Bienville Capital Management, LLC | 0.11% | New | 16,672 | $443K |
| Hoey Investments, Inc. | 0.08% | Add +99.6% | 16,631 | $442K |
| Trust Co. of Vermont | 0.02% | Add +58.1% | 16,480 | $438K |
| W1M Asset Management Ltd | 0.04% | No change | 16,430 | $437K |
| Montis Financial, LLC | 0.20% | Reduce -10.9% | 16,409 | $436K |
| Signaturefd, LLC | 0.01% | Reduce -26.6% | 16,373 | $435K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -8.8% | 16,215 | $431K |
| Sovereign Financial Group, Inc. | 0.11% | Add +13.0% | 16,154 | $429K |
| Obermeyer Wealth Partners | 0.02% | No change | 16,062 | $427K |
| Keystone Financial Group | 0.15% | Add +23.5% | 15,982 | $425K |
| Larson Financial Group LLC | 0.03% | Reduce -13.5% | 15,685 | $417K |
| Lane Generational LLC | 0.49% | Reduce -9.6% | 15,648 | $416K |
| Wolff Wiese Magana LLC | 0.33% | No change | 15,477 | $411K |
| Keynote Financial Services LLC | 0.35% | No change | 15,438 | $410K |
| Clarus Group, Inc. | 0.18% | New | 15,400 | $409K |
| Private Trust Co. NA | 0.04% | Add +263.7% | 15,312 | $407K |
| International Assets Investment Management, LLC | 0.04% | Add +31.9% | 15,209 | $404K |
| Worth Asset Management, LLC | 0.24% | Add +9.7% | 15,174 | $403K |
| Executive Wealth Management, LLC | 0.07% | Add +1.1% | 15,036 | $400K |
| Fiduciary Alliance LLC | 0.06% | New | 14,797 | $399K |
| Mainsail Asset Management, LLC | 0.32% | New | 15,000 | $399K |
| RiverGlades Family Offices LLC | 0.31% | Reduce -9.1% | 15,000 | $399K |
| Biltmore Family Office, LLC | 0.07% | No change | 15,000 | $399K |
| HBW Advisory Services LLC | 0.07% | New | 14,979 | $398K |
| Aprio Wealth Management, LLC | 0.07% | No change | 14,947 | $397K |
| Isthmus Partners, LLC | 0.05% | No change | 14,900 | $396K |
| Apeiron RIA LLC | 0.12% | No change | 14,861 | $395K |
| Mason & Associates Inc | 0.10% | Add +32.4% | 14,856 | $395K |
| Bailard, Inc. | 0.01% | No change | 14,504 | $385K |
| Blair William & Co. | 0.00% | Add +8.4% | 14,485 | $385K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 14,318 | $380K |
| Cavalier Investments, LLC | 0.12% | No change | 14,064 | $374K |
| Argent Trust Co | 0.02% | No change | 13,871 | $369K |
| Marathon Capital Management | 0.09% | Reduce -7.1% | 13,740 | $365K |
| Glen Eagle Advisors, LLC | 0.07% | No change | 13,668 | $363K |
| Clearstead Advisors, LLC | 0.01% | Add +300.1% | 13,652 | $363K |
| L.M. Kohn & Company | 0.10% | New | 13,644 | $363K |
| Mid-American Wealth Advisory Group, Inc. | 0.23% | Reduce -2.8% | 13,445 | $357K |
| Spectrum Wealth Advisory Group, LLC | 0.38% | New | 13,390 | $356K |
| Foguth Wealth Management, LLC. | 0.15% | Reduce -6.0% | 13,162 | $350K |
| Tyler-Stone Wealth Management | 0.14% | Reduce -3.5% | 13,112 | $348K |
| S.A. Mason LLC | 0.20% | Add +5.2% | 13,101 | $348K |
| &partners | 0.02% | Add +42.9% | 13,006 | $346K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 12,963 | $344K |
| Summit Global Investments | 0.02% | No change | 12,899 | $343K |
| Wesbanco Bank Inc. | 0.01% | Add +12.8% | 12,864 | $342K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.6% | 12,826 | $341K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -24.6% | 12,826 | $341K |
| Mainstay Capital Management LLC | 0.06% | No change | 12,804 | $340K |
| Arkos Global Advisors | 0.06% | No change | 12,806 | $340K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 12,773 | $339K |
| Westmount Partners, LLC | 0.11% | No change | 12,586 | $338K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | Add +25.9% | 12,718 | $338K |
| Empire Financial Management Company, LLC | 0.11% | Reduce -16.4% | 12,693 | $337K |
| Grant/GrossMendelsohn, LLC | 0.15% | Add +4.2% | 12,680 | $337K |
| Brown Miller Wealth Management, LLC | 0.14% | New | 12,578 | $334K |
| Hedges Asset Management LLC | 0.24% | No change | 12,500 | $332K |
| Raymond James Trust N.A. | 0.01% | New | 12,498 | $332K |
| Aberdeen Wealth Management LLC | 0.22% | No change | 12,475 | $331K |
| Creative Financial Designs Inc. | 0.03% | Add +57.9% | 12,430 | $330K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +1.8% | 12,409 | $330K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +21.6% | 12,406 | $330K |
| Compound Planning, Inc. | 0.02% | Add +1.0% | 12,293 | $327K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 12,265 | $326K |
| Pitcairn Co. | 0.02% | No change | 12,240 | $325K |
| Briaud Financial Planning Inc | 0.18% | Reduce -13.8% | 12,064 | $320K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +29.8% | 11,976 | $318K |
| WCG Wealth Advisors LLC | 0.02% | Add +5.3% | 11,965 | $318K |
| Advance Capital Management, Inc. | 0.01% | Add +7.4% | 11,937 | $317K |
| Rothschild Investment LLC | 0.02% | No change | 11,932 | $317K |
| Mission Wealth Management, LP | 0.01% | No change | 11,897 | $316K |
| Durante & Waters, LLC | 0.28% | Add +3.4% | 11,895 | $316K |
| Oak Grove Capital LLC | 0.08% | New | 11,827 | $314K |
| River Street Advisors LLC | 0.20% | New | 11,825 | $314K |
| Trueblood Wealth Management, LLC | 0.18% | No change | 11,681 | $310K |
| Firestone Capital Management | 0.08% | No change | 11,640 | $309K |
| Composition Wealth, LLC | 0.01% | New | 11,582 | $308K |
| Denver Wealth Management, Inc. | 0.15% | No change | 11,558 | $307K |
| Performance Wealth Partners, LLC | 0.01% | No change | 11,536 | $307K |
| Zhang Financial LLC | 0.02% | New | 11,519 | $306K |
| JNBA Financial Advisors | 0.03% | No change | 11,445 | $304K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +24.5% | 11,361 | $302K |
| Financial Designs Corp | 0.21% | No change | 11,265 | $299K |
| Hollencrest Capital Management | 0.01% | Reduce -2.4% | 11,260 | $299K |
| J. Safra Sarasin Holding AG | 0.01% | — | 11,194 | $297K |
| Hunter Perkins Capital Management, LLC | 0.06% | No change | 11,163 | $297K |
| FMR LLC | 0.00% | Add +647.7% | 11,066 | $294K |
| Royal Capital Wealth Management, LLC | 0.22% | Reduce -1.5% | 11,056 | $294K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -6.7% | 10,424 | $293K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -0.0% | 11,024 | $293K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Add +2.1% | 10,999 | $292K |
| Bogart Wealth, LLC | 0.01% | Add +2.8% | 10,963 | $291K |
| Franklin Resources Inc. | 0.00% | No change | 10,940 | $291K |
| Oarsman Capital, Inc. | 0.06% | Reduce -11.9% | 10,895 | $289K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.6% | 10,816 | $287K |
| Activest Wealth Management | 0.09% | Add +8.6% | 10,793 | $287K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 10,741 | $285K |
| DGS Capital Management, LLC | 0.08% | New | 10,710 | $285K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 10,691 | $284K |
| Royal Fund Management, LLC | 0.04% | Reduce -0.5% | 10,646 | $283K |
| Fortis Group Advisors, LLC | 0.06% | Add +672.4% | 10,643 | $283K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 10,639 | $283K |
| Segment Wealth Management, LLC | 0.02% | No change | 10,600 | $282K |
| Coastal Bridge Advisors, LLC | 0.07% | No change | 10,591 | $281K |
| PFG Advisors | 0.02% | Add +3.9% | 10,569 | $281K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 10,500 | $279K |
| Consolidated Portfolio Review Corp | 0.07% | New | 10,483 | $279K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | Reduce -1.5% | 10,469 | $278K |
| Burford Brothers, Inc. | 0.16% | No change | 10,435 | $277K |
| Walkner Condon Financial Advisors LLC | 0.06% | No change | 10,414 | $277K |
| Burke & Herbert Bank & Trust Co. | 0.07% | New | 10,385 | $276K |
| Procyon Advisors, LLC | 0.02% | New | 10,364 | $275K |
| Spectrum Planning & Advisory Services Inc. | 0.26% | — | 10,335 | $273K |
| WT Wealth Management | 0.09% | New | 10,269 | $273K |
| First Heartland Consultants, Inc. | 0.03% | Add +12.2% | 10,189 | $271K |
| Creekmur Asset Management LLC | 0.07% | Reduce -0.5% | 10,196 | $271K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.8% | 10,163 | $270K |
| SS&H Financial Advisors, Inc. | 0.11% | Add +1.0% | 10,170 | $270K |
| Flputnam Investment Management Co. | 0.01% | Add +9.2% | 10,152 | $270K |
| Summit X, LLC | 0.06% | Add +0.1% | 10,106 | $269K |
| Hardin Capital Partners, LLC | 0.17% | — | 10,079 | $268K |
| BOS Asset Management, LLC | 0.12% | Reduce -20.9% | 10,021 | $266K |
| Savant Capital, LLC | 0.00% | Add +12.1% | 10,018 | $266K |
| New England Professional Planning Group Inc. | 0.14% | No change | 10,004 | $266K |
| Catalyst Financial Partners LLC | 0.06% | No change | 10,000 | $266K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -16.8% | 9,932 | $264K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -4.2% | 9,197 | $264K |
| FLC Capital Advisors | 0.06% | No change | 9,926 | $264K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +6.2% | 9,924 | $264K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 9,889 | $263K |
| Alpha Financial Partners LLC | 0.23% | No change | 9,820 | $261K |
| Signal Advisors Wealth, LLC | 0.57% | Reduce -30.8% | 9,819 | $261K |
| Cornerstone Management, Inc. | 0.06% | New | 9,783 | $260K |
| Bulltick Wealth Management, LLC | 0.07% | New | 9,777 | $260K |
| Curran Financial Partners, LLC | 0.09% | Reduce -0.1% | 9,703 | $258K |
| Grandview Asset Management LLC | 0.15% | Reduce -2.0% | 9,667 | $257K |
| RFG Advisory, LLC | 0.01% | Reduce -83.9% | 9,667 | $257K |
| Access Financial Services, Inc. | 0.12% | New | 9,664 | $257K |
| Prosperity Financial Group, Inc. | 0.16% | New | 9,623 | $256K |
| Plancorp, LLC | 0.01% | No change | 9,544 | $254K |
| Coordinated Financial Services, Inc. | 0.22% | No change | 9,500 | $252K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 9,500 | $252K |
| Radnor Capital Management, LLC | 0.08% | No change | 9,500 | $252K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -11.0% | 9,470 | $252K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 9,433 | $251K |
| Human Investing LLC | 0.05% | No change | 9,372 | $249K |
| Private Advisory Group LLC | 0.03% | New | 9,301 | $247K |
| Artemis Wealth Advisors, LLC | 0.04% | No change | 9,244 | $246K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -10.3% | 8,710 | $245K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -0.1% | 9,216 | $245K |
| Alternative Investment Advisors, LLC. | 0.14% | No change | 9,200 | $244K |
| Everpar Advisors LLC | 0.12% | No change | 9,200 | $244K |
| Founders Financial Securities LLC | 0.02% | No change | 9,196 | $244K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.6% | 9,188 | $244K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -59.8% | 9,167 | $244K |
| SpiderRock Advisors, LLC | 0.01% | No change | 9,137 | $243K |
| CX Institutional | 0.01% | Reduce -64.2% | 9,098 | $242K |
| Navellier & Associates Inc. | 0.03% | Add +0.3% | 9,086 | $241K |
| Howard Financial Services, LTD. | 0.04% | New | 9,038 | $240K |
| BNC Wealth Management, LLC | 0.09% | No change | 9,000 | $239K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 9,000 | $239K |
| Haverford Trust Co | 0.00% | No change | 9,000 | $239K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 8,990 | $239K |
| Journey Strategic Wealth LLC | 0.01% | New | 8,969 | $238K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -26.2% | 9,000 | $238K |
| Schulhoff & Co. Inc. | 0.11% | No change | 8,950 | $238K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 10,400 | $237K |
| MBE Wealth Management, LLC | 0.14% | New | 8,900 | $236K |
| WealthPLAN Partners, LLC | 0.03% | No change | 8,862 | $235K |
| MTM Financial Group, LLC | 0.15% | New | 8,840 | $235K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -13.0% | 8,780 | $233K |
| Cypress Capital Group | 0.03% | New | 8,769 | $233K |
| Investment Advisory Services Inc. /TX | 0.09% | New | 8,755 | $233K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -32.3% | 8,745 | $232K |
| Berkshire Asset Management LLC | 0.01% | New | 8,731 | $232K |
| Benin Management CORP | 0.07% | New | 8,705 | $231K |
| Platform Technology Partners | 0.08% | — | 8,700 | $231K |
| Modera Wealth Management, LLC | 0.00% | Reduce -25.9% | 8,682 | $231K |
| Pinnacle Associates Ltd. | 0.00% | New | 8,675 | $230K |
| Baldwin Wealth Partners LLC | 0.02% | Add +30.1% | 8,650 | $230K |
| Synergy Asset Management, LLC | 0.04% | New | 8,625 | $229K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.4% | 8,605 | $229K |
| Schnieders Capital Management LLC | 0.05% | New | 8,563 | $228K |
| Riggs Asset Managment Co. Inc. | 0.07% | Add +2039.8% | 8,559 | $227K |
| Gen-Wealth Partners Inc | 0.11% | No change | 8,549 | $227K |
| Summit Financial, LLC | 0.01% | New | 8,536 | $227K |
| Old National Bancorp | 0.01% | New | 8,529 | $227K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -4.9% | 8,520 | $226K |
| Strategic Blueprint, LLC | 0.02% | New | 8,479 | $225K |
| Strategic Investment Solutions, Inc. | 0.07% | — | 8,903 | $224K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 8,373 | $222K |
| Lazari Capital Management, Inc. | 0.10% | New | 8,367 | $222K |
| EWG Elevate Inc. | 0.08% | New | 8,274 | $220K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 8,264 | $220K |
| Investment Advisory Group, LLC | 0.08% | New | 8,205 | $218K |
| Balboa Wealth Partners | 0.06% | New | 8,189 | $218K |
| 360 Financial, Inc. | 0.08% | New | 8,167 | $217K |
| LVZ, Inc. | 0.03% | New | 8,141 | $216K |
| Thomasville National Bank | 0.02% | New | 8,136 | $216K |
| Carmichael Hill & Associates, Inc. | 0.09% | No change | 8,119 | $216K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 8,052 | $214K |
| Vima LLC | 0.47% | Add +6.0% | 8,044 | $214K |
| Seaview Investment Managers LLC | 0.06% | New | 8,038 | $214K |
| Select Asset Management & Trust | 0.08% | New | 8,000 | $213K |
| Bridgewealth Advisory Group, LLC | 0.09% | New | 8,002 | $213K |
| Brave Asset Management Inc. | 0.05% | New | 8,002 | $213K |
| Harmony Asset Management LLC | 0.09% | New | 8,000 | $213K |
| Claro Advisors Inc. | 0.03% | New | 7,965 | $212K |
| Palisades Hudson Asset Management, L.P. | 0.10% | New | 7,939 | $211K |
| Trustmark Bank Trust Department | 0.02% | New | 7,929 | $211K |
| Schechter Investment Advisors, LLC | 0.02% | New | 7,925 | $211K |
| Well Done, LLC | 0.04% | New | 7,900 | $210K |
| Sweet Financial Partners, LLC | 0.05% | New | 7,889 | $210K |
| Crumly & Associates Inc. | 0.06% | Reduce -20.3% | 7,847 | $208K |
| Liberty Wealth Management LLC | 0.04% | New | 7,833 | $208K |
| BLB&B Advisors, LLC | 0.01% | New | 7,825 | $208K |
| Alta Wealth Advisors LLC | 0.10% | New | 7,822 | $208K |
| Weatherly Asset Management L. P. | 0.02% | New | 7,795 | $207K |
| 1ST Source Bank | 0.01% | New | 7,790 | $207K |
| UMB Bank, n.a. | 0.00% | Add +417.3% | 7,760 | $206K |
| Logan Capital Management Inc. | 0.01% | No change | 7,736 | $206K |
| Cypress Wealth Services, LLC | 0.05% | New | 7,735 | $206K |
| Alpha Cubed Investments, LLC | 0.01% | New | 7,711 | $205K |
| Family Manage LLC | 0.04% | New | 7,668 | $204K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,649 | $203K |
| Ironwood Financial, llc | 0.05% | New | 7,614 | $202K |
| Betterment LLC | 0.00% | Reduce -38.4% | 7,612 | $202K |
| WNY Asset Management, LLC | 0.03% | New | 7,574 | $201K |
| Tompkins Financial Corp. | 0.02% | Reduce -2.6% | 7,432 | $197K |
| Aspect Partners, LLC | 0.12% | Reduce -9.8% | 7,394 | $196K |
| IFP Advisors, Inc | 0.01% | Add +12.7% | 7,330 | $195K |
| PSI Advisors, LLC | 0.06% | Reduce -86.0% | 7,205 | $191K |
| City Holding Co. | 0.03% | Add +20.1% | 7,185 | $191K |
| Scarborough Advisors, LLC | 0.08% | Add +4.3% | 7,067 | $188K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -41.0% | 6,937 | $184K |
| Interchange Capital Partners, LLC | 0.07% | New | 6,742 | $179K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 5,803 | $172K |
| Acropolis Investment Management, LLC | 0.01% | Add +18.5% | 6,410 | $170K |
| Bokf, NA | 0.00% | Reduce -8.3% | 6,257 | $166K |
| Nemes Rush Group LLC | 0.02% | No change | 6,094 | $162K |
| Basso Capital Management, L.P. | 0.14% | New | 6,000 | $159K |
| Kings Path Partners LLC | 0.08% | — | 6,000 | $159K |
| Allianz SE | 0.00% | No change | 5,788 | $154K |
| Lanark Financial, Inc. | 0.01% | Reduce -14.9% | 5,704 | $151K |
| Sound Income Strategies, LLC | 0.01% | Add +44.4% | 5,616 | $149K |
| Smithfield Trust Co | 0.01% | No change | 5,400 | $144K |
| City State Bank | 0.06% | No change | 5,366 | $143K |
| Arax Advisory Partners | 0.01% | No change | 5,282 | $140K |
| Key Client Fiduciary Advisors, LLC | 0.07% | New | 5,207 | $138K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +21.1% | 5,151 | $138K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -23.8% | 5,204 | $138K |
| American National Bank & Trust | 0.02% | Reduce -3.8% | 5,100 | $136K |
| Centerpoint Advisors, LLC | 0.05% | No change | 5,000 | $133K |
| Pathway Financial Advisers, LLC | 0.05% | Reduce -1.0% | 5,005 | $133K |
| Spotlight Asset Group, Inc. | 0.09% | No change | 5,000 | $133K |
| GoalVest Advisory LLC | 0.04% | Add +11.3% | 4,912 | $131K |
| Security National Bank | 0.02% | No change | 4,875 | $130K |
| Capital Analysts, LLC | 0.01% | No change | 4,747 | $126K |
| Friedenthal Financial | 0.08% | New | 4,661 | $124K |
| First Horizon Advisors, Inc. | 0.00% | No change | 4,479 | $119K |
| JFS Wealth Advisors, LLC | 0.01% | Add +9.4% | 4,423 | $118K |
| Arrow Financial Corp | 0.01% | Add +9.3% | 4,390 | $117K |
| Bell Investment Advisors, Inc | 0.02% | No change | 4,384 | $116K |
| Gradient Investments LLC | 0.00% | Reduce -9.8% | 4,380 | $116K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -56.3% | 4,361 | $116K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,290 | $114K |
| Parallel Advisors, LLC | 0.00% | Add +10.9% | 3,921 | $104K |
| Vestor Capital, LLC | 0.01% | New | 3,887 | $103K |
| Adirondack Trust Co. | 0.04% | No change | 3,810 | $101K |
| Beacon Capital Management, LLC | 0.02% | Reduce -63.7% | 3,693 | $98K |
| Clear Investment Research, LLC | 0.13% | Add +93.3% | 3,623 | $96K |
| Advantage Trust Co | 0.07% | No change | 3,595 | $96K |
| EdgeRock Capital LLC | 0.07% | New | 3,546 | $94K |
| Orion Capital Management LLC | 0.05% | No change | 3,462 | $92K |
| Colonial Trust Co / SC | 0.02% | Add +180.3% | 3,459 | $92K |
| Colonial Trust Advisors | 0.01% | No change | 3,400 | $90K |
| Heritage Wealth Advisors | 0.00% | No change | 3,382 | $90K |
| Stephens Consulting, LLC | 0.03% | Add +3.2% | 3,374 | $90K |
| Gold Investment Management Ltd. | 0.04% | Reduce -0.2% | 3,372 | $90K |
| RE Dickinson Investment Advisors, LLC | 0.05% | No change | 3,310 | $88K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 3,260 | $87K |
| Continuum Advisory, LLC | 0.01% | No change | 3,219 | $86K |
| Albion Financial Group | 0.01% | No change | 3,000 | $80K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -20.3% | 2,866 | $76K |
| CGC Financial Services, LLC | 0.03% | No change | 2,800 | $74K |
| NFSG Corp | 0.03% | Reduce -44.9% | 2,766 | $73K |
| Coppell Advisory Solutions LLC | 0.01% | — | 2,654 | $71K |
| WR Wealth Planners, LLC | 0.02% | No change | 2,633 | $70K |
| Avondale Wealth Management | 0.05% | No change | 2,628 | $70K |
| North Star Investment Management Corp. | 0.01% | Reduce -3.7% | 2,620 | $70K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 2,567 | $68K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | New | 2,555 | $68K |
| Hobbs Group Advisors, LLC | 0.03% | — | 2,536 | $67K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -94.1% | 2,526 | $67K |
| Rakuten Securities, Inc. | 0.03% | Add +1985.8% | 2,503 | $67K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 2,500 | $66K |
| Bare Financial Services, Inc | 0.03% | No change | 2,427 | $64K |
| RFP Financial Group LLC | 0.02% | Reduce -16.5% | 2,341 | $62K |
| Transcendent Capital Group LLC | 0.04% | No change | 2,300 | $61K |
| Independence Bank of Kentucky | 0.02% | No change | 2,300 | $61K |
| Community Bank, N.A. | 0.01% | No change | 2,255 | $60K |
| Concord Wealth Partners | 0.01% | No change | 2,225 | $59K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -85.2% | 2,200 | $58K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 2,180 | $58K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 2,116 | $56K |
| Pingora Partners LLC | 0.04% | No change | 2,000 | $53K |
| Monetary Management Group Inc. | 0.01% | No change | 2,000 | $53K |
| Tsfg, LLC | 0.01% | Add +32.4% | 1,980 | $53K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,974 | $52K |
| Towne Trust Company, N.A | 0.02% | No change | 1,925 | $51K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,909 | $51K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +2.1% | 1,818 | $48K |
| Gables Capital Management Inc. | 0.03% | No change | 1,800 | $48K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -4.1% | 1,766 | $47K |
| Kelly Financial Services LLC | 0.02% | Add +48.2% | 1,737 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,700 | $45K |
| Horrell Capital Management, Inc. | 0.01% | No change | 1,680 | $45K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | New | 1,655 | $44K |
| Archer Investment Corp | 0.01% | Add +3.0% | 1,595 | $42K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,550 | $41K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,550 | $41K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,550 | $41K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -31.9% | 1,496 | $40K |
| ORG Partners LLC | 0.00% | New | 1,455 | $39K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -4.0% | 1,459 | $39K |
| Dogwood Wealth Management LLC | 0.02% | Add +13.4% | 1,450 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 1,442 | $38K |
| Atwood & Palmer Inc. | 0.00% | New | 1,427 | $38K |
| SWAN Capital LLC | 0.02% | New | 1,395 | $37K |
| Avion Wealth | 0.01% | Reduce -26.3% | 1,400 | $37K |
| Castleview Partners, LLC | 0.02% | No change | 1,377 | $37K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,295 | $34K |
| West Oak Capital, LLC | 0.01% | Add +102.3% | 1,295 | $34K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 1,292 | $34K |
| Macroview Investment Management LLC | 0.04% | No change | 1,280 | $34K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -72.6% | 1,226 | $32K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,200 | $32K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,200 | $32K |
| Cornerstone Planning Group LLC | 0.01% | No change | 1,281 | $32K |
| Triad Wealth Partners, LLC | 0.02% | New | 1,100 | $29K |
| Caldwell Trust Co | 0.00% | No change | 1,081 | $29K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Reduce -37.9% | 1,055 | $28K |
| Rain Capital Management, LLC | 0.02% | No change | 1,000 | $28K |
| Richardson Capital Management LLC | 0.02% | No change | 1,035 | $28K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,020 | $27K |
| AlphaMark Advisors, LLC | 0.01% | Add +57.2% | 1,022 | $27K |
| Horizons Wealth Management | 0.02% | Reduce -6.0% | 1,009 | $27K |
| Abound Wealth Management | 0.01% | No change | 980 | $26K |
| Belmont Capital, LLC | 0.00% | No change | 977 | $26K |
| Clear Point Advisors Inc. | 0.02% | No change | 925 | $25K |
| NewSquare Capital LLC | 0.00% | Reduce -23.9% | 919 | $24K |
| First United Bank & Trust | 0.01% | No change | 915 | $24K |
| Old Second National Bank of Aurora | 0.01% | Reduce -45.8% | 886 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $23K |
| Compass Wealth Management LLC | 0.01% | No change | 854 | $23K |
| Pacific Center for Financial Services | 0.01% | No change | 852 | $23K |
| Burkett Financial Services, LLC | 0.01% | No change | 833 | $22K |
| Ironwood Wealth Management, Inc. | 0.01% | No change | 750 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 800 | $21K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 800 | $21K |
| Essex Investment Management Co. LLC | 0.00% | No change | 771 | $20K |
| Lynx Investment Advisory | 0.01% | — | 750 | $20K |
| General Partner, Inc. | 0.01% | No change | 750 | $20K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -35.1% | 750 | $20K |
| Hilltop National Bank | 0.01% | Reduce -17.6% | 750 | $20K |
| Financial Management Professionals, Inc. | 0.00% | No change | 700 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 670 | $18K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -32.5% | 647 | $17K |
| LRI Investments, LLC | 0.00% | No change | 638 | $17K |
| VitalStone Financial, LLC | 0.01% | Reduce -81.2% | 629 | $17K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 600 | $16K |
| Bray Capital Advisors | 0.00% | No change | 600 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 600 | $16K |
| American Capital Advisory, LLC | 0.01% | No change | 727 | $16K |
| HWG Holdings LP | 0.01% | — | 588 | $16K |
| Tucker Asset Management LLC | 0.00% | Add +13.3% | 580 | $15K |
| Bellevue Asset Management, LLC | 0.01% | No change | 568 | $15K |
| Bison Wealth, LLC | 0.00% | No change | 657 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 551 | $15K |
| Strategic Financial Concepts, LLC | 0.01% | New | 119,276 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 522 | $14K |
| Crewe Advisors LLC | 0.00% | Reduce -73.8% | 516 | $14K |
| Naples Money Management LLC | 0.01% | No change | 500 | $13K |
| Aviso Financial Inc. | 0.00% | — | 500 | $13K |
| POM Investment Strategies, LLC | 0.01% | No change | 500 | $13K |
| Register Financial Advisors LLC | 0.01% | No change | 500 | $13K |
| Broadwater Capital Management LLC | 0.01% | No change | 481 | $13K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 463 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 450 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 440 | $12K |
| Atticus Wealth Management, LLC | 0.00% | No change | 436 | $12K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 428 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 420 | $11K |
| Fairscale Capital, LLC | 0.01% | — | 390 | $11K |
| HBC Financial Services, PLLC | 0.01% | No change | 440 | $11K |
| Louisbourg Investments Inc. | 0.00% | No change | 400 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $11K |
| Opal Wealth Advisors, LLC | 0.00% | New | 395 | $10K |
| MCF Advisors LLC | 0.00% | Reduce -15.7% | 392 | $10K |
| Great Lakes Retirement, Inc. | 0.00% | New | 330 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 330 | $9K |
| Kessler Investment Group, LLC | 0.00% | Reduce -80.3% | 312 | $8K |
| Ridgewood Investments LLC | 0.00% | New | 300 | $8K |
| Stone House Investment Management, LLC | 0.00% | No change | 295 | $8K |
| Peoples Bank | 0.01% | Reduce -33.3% | 290 | $8K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 275 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 267 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 235 | $6K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 229 | $6K |
| Belpointe Asset Management LLC | 0.00% | Reduce -98.0% | 200 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 200 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 200 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -60.0% | 200 | $5K |
| BNP Paribas | 0.00% | No change | 200 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -98.7% | 200 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 170 | $5K |
| New Millennium Group LLC | 0.00% | New | 166 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 160 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 160 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 155 | $4K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 155 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -40.0% | 150 | $4K |
| Grove Bank & Trust | 0.00% | No change | 133 | $4K |
| Founders Capital Management | 0.00% | No change | 120 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 117 | $3K |
| HM Payson & Co. | 0.00% | No change | 116 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 140 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 110 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 100 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 100 | $3K |
| Wellington Shields & Co., LLC | 0.00% | No change | 100 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 100 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | New | 99 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 95 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 90 | $2K |
| CNB Bank | 0.00% | No change | 85 | $2K |
| Anchor Investment Management, LLC | 0.00% | Reduce -99.4% | 80 | $2K |
| Gould Capital, LLC | 0.00% | No change | 60 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 50 | $1K |
| Rise Advisors, LLC | 0.00% | Reduce -75.0% | 50 | $1K |
| BlackRock Inc. | 0.00% | Reduce -4.9% | 39 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $797 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 20 | $532 |
| Perritt Capital Management Inc | 0.00% | New | 20 | $531 |
| Denver PWM, LLC | 0.00% | New | 18 | $479 |
| Cypress Capital, LLC | 0.00% | New | 16 | $425 |
| Horizon Investments, LLC | 0.00% | No change | 16 | $425 |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 10 | $266 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 7 | $186 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -97.4% | 26 | $26 |
"% of holder's portfolio" is SLV's weight in each manager's 13F, not the share of iShares Silver Trust the manager owns.