iShares Silver TrustSLVETF

13F holders, Q1 2025 (March 31)
1,012holders +76
152new positions
72sold out
3famous investors
$30.96avg. 13F price*

At the end of Q1 2025, 1,012 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 76 from Q4 2024. 152 opened new positions and 72 sold out. The largest holders were Jane Street Group, LLC ($831.8M), Morgan Stanley ($490.5M) and UBS Group AG ($373.1M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Silver Trust
CUSIP
46428Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 788Q1 2024Q2 2024: 871Q2 2024Q3 2024: 915Q3 2024Q4 2024: 936Q4 2024Q1 2025: 1,012Q1 2025Q2 2025: 1,078Q2 2025Q3 2025: 1,212Q3 2025Q4 2025: 1,532Q4 2025Q1 2026: 1,568Q1 2026Q2 2026: 1,426Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions152$299.7M
Exits72$224.4M

All 13F filers, Q4 2024 → Q1 2025: 32,282,926 shares bought and 26,543,414 shares sold, net +5,739,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,012 holders

Jane Street Group, LLC 1.51% Add +18.0% 26,841,453 $831.8M
Morgan Stanley 0.04% Reduce -20.3% 15,827,773 $490.5M
UBS Group AG 0.08% Add +12.6% 12,039,481 $373.1M
Bank of America Corp. 0.03% Add +5.2% 9,921,885 $307.5M
LPL Financial LLC 0.09% Add +14.0% 7,832,370 $242.7M
Wells Fargo & Company 0.04% Add +2.4% 4,901,158 $151.9M
BNP Paribas Financial Markets 0.11% Add +1935.5% 4,743,808 $147.0M
SG Americas Securities, LLC 0.41% Add +41.3% 3,820,307 $118.4M
Meitav Investment House Ltd. 1.61% Add +64.0% 2,820,000 $87.3M
Ameriprise Financial Inc. 0.02% Add +127.3% 2,607,471 $80.5M
Raymond James Financial Inc. 0.03% Add +12.4% 2,446,972 $75.8M
IMC-Chicago, LLC 2.67% New 2,221,419 $68.8M
Commonwealth Equity Services, LLC 0.09% Add +8.6% 2,105,854 $65.3M
Royal Bank of Canada 0.01% Add +27.5% 1,971,427 $61.1M
HighTower Advisors, LLC 0.07% Add +14.0% 1,725,781 $53.5M
Goldman Sachs Group Inc. 0.01% Add +35.5% 1,418,436 $44.0M
JPMorgan Chase & Co. 0.00% Add +44.8% 1,288,791 $39.9M
Cetera Investment Advisers 0.07% Add +20.1% 1,235,483 $38.3M
Ion Asset Management Ltd. 2.52% Reduce -0.5% 1,106,600 $34.3M
Envestnet Asset Management Inc. 0.01% Add +6.8% 1,076,568 $33.4M
Cambridge Investment Research Advisors, Inc. 0.11% Add +9.4% 1,061,935 $32.9M
Bleakley Financial Group, LLC 1.05% Add +1.6% 1,054,252 $32.7M
Osaic Holdings, Inc. 0.07% Add +10.9% 1,012,560 $31.4M
Quadrature Capital Ltd 0.62% New 902,077 $28.0M
Stifel Financial Corp. 0.03% Add +34.9% 885,522 $27.4M
Corecam Pte. Ltd. 14.34% Add +7.0% 843,200 $26.1M
Marshall Wace, LLP 0.04% Reduce -1.3% 839,842 $26.0M
Mackenzie Financial Corp. 0.03% Reduce -0.1% 784,624 $24.3M
Money Design Co.,Ltd. 1.18% Add +4.1% 764,811 $23.7M
National Bank of Canada 0.03% Reduce -70.1% 751,040 $23.3M
Baird Financial Group, Inc. 0.04% Reduce -1.3% 740,500 $22.9M
Janney Montgomery Scott LLC 0.06% Add +1.3% 731,043 $22.7M
Richard C. Young & CO., LTD. 2.37% Reduce -1.5% 712,603 $22.1M
Cadence Wealth Management LLC 16.24% Add +13.9% 709,110 $22.0M
Kestra Advisory Services, LLC 0.09% Add +0.7% 599,968 $18.6M
Susquehanna International Group, LLP 0.03% Reduce -31.4% 582,115 $18.0M
Marex Group Ltd 0.34% Reduce -2.0% 577,850 $17.9M
Carrhae Capital LLP 2.08% New 576,960 $17.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Add +38.5% 540,112 $16.9M
Foundations Investment Advisors, LLC 0.31% Add +5.9% 535,674 $16.6M
Tudor Investment Corporation 0.15% New 534,846 $16.6M
RIA Advisory Group LLC 5.07% Reduce -33.7% 503,201 $15.6M
Trek Financial, LLC 1.10% Add +78.7% 489,699 $15.2M
Kaydan Wealth Management, Inc. 4.83% New 485,653 $15.1M
Private Advisor Group, LLC 0.09% Add +12.9% 481,112 $14.9M
Faithward Advisors, LLC 2.59% Reduce -3.3% 479,337 $14.9M
TSP Capital Management Group, LLC 4.77% Reduce -0.9% 468,075 $14.5M
Bank of New York Mellon Corp 0.00% Reduce -40.1% 455,619 $14.1M
MML Investors Services, LLC 0.05% Add +15.5% 452,153 $14.0M
B&D White Capital Company, LLC 2.03% Add +122.2% 444,706 $13.8M
Gimbal Financial 12.40% New 443,682 $13.7M
AMG National Trust Bank 0.38% Reduce -0.6% 436,981 $13.5M
Carrera Capital Advisors 2.92% Add +0.9% 425,460 $13.2M
Northeast Planning Associates, Inc. / NH / 10.92% Add +1.3% 424,271 $13.1M
Marks Wealth, LLC 4.67% New 410,641 $12.7M
Debussy Capital Management LP 2.02% Reduce -7.9% 405,462 $12.6M
NewEdge Advisors, LLC 0.07% Add +22.1% 425,695 $12.2M
Insigneo Advisory Services, LLC 1.26% Reduce -0.7% 394,540 $12.2M
Cercano Management LLC 0.35% Reduce -47.9% 388,503 $12.0M
Oxbow Advisors, LLC 1.27% Add +14.9% 378,623 $11.7M
Caliber Wealth Management, LLC / KS 1.60% — 377,350 $11.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.4% 376,496 $11.7M
Citigroup Inc. 0.01% Add +24.0% 370,060 $11.5M
Truist Financial Corp. 0.02% Add +9.0% 366,630 $11.4M
Quantitative Investment Management, LLC 1.00% New 350,842 $10.9M
Revere Asset Management, Inc 11.56% New 345,883 $10.7M
Cubist Systematic Strategies, LLC 0.14% New 344,140 $10.7M
Atria Wealth Solutions, Inc. 0.12% Add +16.0% 311,355 $9.6M
Chicago Wealth Management, Inc. 5.02% Add +1922.4% 309,100 $9.6M
Cresset Asset Management, LLC 0.05% Add +5.5% 306,695 $9.5M
Captrust Financial Advisors 0.02% Add +61.1% 300,814 $9.3M
Millennium Management 0.01% Reduce -91.3% 299,108 $9.3M
Cerity Partners LLC 0.02% Reduce -1.1% 295,357 $9.2M
Maplelane Capital, LLC 0.84% Add +64.9% 290,000 $9.0M
Bank of Montreal 0.00% Add +51.0% 286,611 $8.9M
Steward Partners Investment Advisory, LLC 0.07% Add +5.7% 256,224 $7.9M
Sprott Inc. 0.44% Reduce -7.7% 240,484 $7.5M
Proficio Capital Partners LLC 0.57% Add +12.4% 262,270 $7.4M
Innovative Advisory Group, LLC 6.82% Reduce -0.2% 231,870 $7.2M
Bedell Frazier Investment Counselling, LLC 1.82% Add +35.2% 230,369 $7.1M
ARS Wealth Advisors Group, LLC 0.99% Reduce -1.2% 225,442 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +22.7% 214,948 $6.7M
Jones Financial Companies LLLP 0.01% Add +51.2% 210,768 $6.5M
IHT Wealth Management, LLC 0.20% Add +6.1% 209,016 $6.5M
Ariadne Wealth Management, LP 3.36% Add +18.4% 215,850 $6.4M
Mariner, LLC 0.01% Add +9.9% 206,542 $6.4M
LMR Partners LLP 0.17% Add +0.0% 200,001 $6.2M
Augustine Asset Management Inc. 1.80% Add +1.9% 199,024 $6.2M
Arkadios Wealth Advisors 0.23% Add +5.2% 195,290 $6.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 194,896 $6.0M
Bank of Nova Scotia 0.01% Reduce -83.7% 193,109 $6.0M
Meridian Wealth Management, LLC 0.29% Add +0.7% 192,590 $6.0M
NTV Asset Management LLC 0.79% Add +4.8% 191,458 $5.9M
Yong Rong (HK) Asset Management Ltd 1.38% New 190,200 $5.9M
Oppenheimer & Co. Inc. 0.09% Reduce -14.9% 189,817 $5.9M
US Bancorp \de 0.01% Add +62.5% 187,704 $5.8M
Nations Financial Group Inc, /Ia/ 0.44% Add +10.0% 184,645 $5.7M
Sig Brokerage, LP 1.67% New 184,491 $5.7M
Creative Planning 0.01% Add +13.5% 184,449 $5.7M
Rockefeller Capital Management L.P. 0.01% Reduce -0.4% 181,242 $5.6M
Cwm, LLC 0.02% Add +8.7% 179,544 $5.6M
Barclays PLC 0.00% Reduce -42.1% 171,991 $5.3M
DAVENPORT & Co LLC 0.03% Add +2.7% 169,684 $5.3M
Guidance Capital, Inc. 1.60% Reduce -1.3% 180,131 $5.2M
Arnhold LLC 0.53% No change 169,060 $5.2M
Keel Point, LLC 0.41% Add +1.4% 168,272 $5.2M
Mutual Advisors, LLC 0.15% Add +57.2% 171,014 $5.1M
Beacon Pointe Advisors, LLC 0.06% Reduce -1.7% 164,051 $5.1M
Point72 Europe (London) LLP 0.35% New 163,200 $5.1M
Clark Capital Management Group, Inc. 0.04% Reduce -30.1% 161,027 $5.0M
Reyes Financial Architecture, Inc. 3.50% Add +7806.2% 153,617 $4.8M
Synovus Financial Corp. 0.06% Reduce -1.1% 152,658 $4.7M
SBI Securities Co., Ltd. 0.16% Add +19.2% 152,035 $4.7M
Wealthfront Advisers LLC 0.01% Add +0.6% 150,314 $4.7M
Eagle Strategies LLC 0.81% Reduce -0.1% 150,091 $4.7M
MYDA Advisors LLC 1.65% New 150,000 $4.6M
Ardsley Advisory Partners LP 1.08% New 150,000 $4.6M
Advisory Services Network, LLC 0.09% Reduce -9.2% 148,124 $4.6M
Prospera Financial Services Inc 0.10% Reduce -23.6% 143,268 $4.4M
Banco BTG Pactual S.A. 1.09% Add +18.3% 141,410 $4.4M
Stephens Inc. 0.06% Add +12.4% 140,715 $4.4M
Agp Franklin, LLC 2.67% Add +0.7% 147,455 $4.3M
Stratos Wealth Partners, LTD. 0.07% Reduce -1.5% 138,045 $4.3M
MY Wealth Management Inc. 4.09% Reduce -26.7% 136,392 $4.2M
Financial Advocates Investment Management 0.29% Reduce -1.5% 135,280 $4.2M
Arkos Global Advisors 0.61% Add +5.1% 133,318 $4.1M
Canton Hathaway, LLC 0.83% Add +18.1% 133,169 $4.1M
Fifth Third Securities, Inc. 0.35% Add +2.9% 132,431 $4.1M
Integrated Wealth Concepts LLC 0.05% Add +48.3% 129,076 $4.0M
Evoke Wealth, LLC 0.10% Add +13.7% 128,544 $4.0M
Cibc World Market Inc. 0.01% Add +31.8% 127,742 $4.0M
Altfest L J & Co. Inc. 0.49% Add +659.4% 126,352 $3.9M
Lesa Sroufe & Co 3.89% — 125,676 $3.9M
Nkcfo LLC 1.81% New 125,400 $3.9M
Private Harbour Investment Management & Counsel, LLC 4.27% New 124,193 $3.8M
Fielder Capital Group LLC 1.09% Add +99.2% 121,993 $3.8M
CWA Asset Management Group, LLC 0.18% Add +9.5% 121,816 $3.8M
Blair William & Co. 0.01% Add +704.8% 121,352 $3.8M
NWF Advisory Services Inc. 0.53% Add +1.1% 121,015 $3.8M
Equitable Holdings, Inc. 0.04% Add +43.0% 119,632 $3.7M
Seven Post Investment Office LP 1.41% No change 119,501 $3.7M
RFG Advisory, LLC 0.10% Add +1154.4% 118,650 $3.7M
Consolidated Portfolio Review Corp 0.58% Add +3.7% 117,221 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +1.5% 117,100 $3.6M
Townsquare Capital LLC 0.04% Add +4.3% 117,006 $3.6M
Focus Partners Wealth 0.01% Add +3.8% 113,274 $3.5M
Spire Wealth Management 0.11% Add +355.9% 113,112 $3.5M
Proactive Wealth Strategies LLC 1.86% Reduce -1.6% 112,322 $3.5M
Snowden Capital Advisors LLC 0.11% Add +91.3% 110,545 $3.4M
Members Advisory Group LLC 1.43% Add +1.0% 110,321 $3.4M
Cypress Capital Group 0.45% Add +102.9% 110,285 $3.4M
Kiker Wealth Management, LLC 2.31% Reduce -4.2% 109,299 $3.4M
Sigma Planning Corp 0.11% Reduce -5.9% 107,206 $3.3M
Thomist Capital Management, LP 1.39% Reduce -5.0% 106,590 $3.3M
Vontobel Holding Ltd. 0.01% Add +1.7% 106,279 $3.3M
B. Riley Wealth Advisors, Inc. 0.10% Add +50.2% 105,579 $3.3M
U.S. Capital Wealth Advisors, LLC 0.10% Add +5.7% 104,456 $3.2M
Pettinga Financial Advisors LLC 0.76% Reduce -4.1% 103,810 $3.2M
Private Wealth Advisors, LLC 1.34% Add +0.1% 103,232 $3.2M
K2 Principal Fund, L.P. 1.81% New 102,700 $3.2M
&partners 0.03% Add +19.5% 100,377 $3.1M
DCF Advisers, LLC 1.67% Reduce -31.0% 100,000 $3.1M
Private Wealth Asset Management, LLC 0.44% — 99,420 $3.1M
Independent Financial Group, LLC 0.11% Reduce -21.6% 99,095 $3.1M
WESCAP Management Group, Inc. 0.75% Reduce -2.2% 98,710 $3.1M
Avantax Advisory Services, Inc. 0.02% Add +11.9% 98,683 $3.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% Add +958.7% 97,836 $3.0M
New York Life Investment Management LLC 0.03% Add +4.6% 96,415 $3.0M
Transform Wealth, LLC 0.18% Add +2.1% 95,545 $3.0M
Jamison Private Wealth Management, Inc. 0.45% No change 95,488 $3.0M
Independent Advisor Alliance 0.10% Reduce -16.0% 94,362 $2.9M
Independent Wealth Network Inc. 1.16% Add +3.8% 93,933 $2.9M
Robinson Value Management, Ltd. 1.86% Reduce -1.3% 93,107 $2.9M
CoreCap Advisors, LLC 0.13% Add +229.4% 92,846 $2.9M
Barnes Dennig Private Wealth Management LLC 4.34% — 92,625 $2.9M
Sugar Maple Asset Management, LLC 2.25% Add +50.0% 92,214 $2.9M
Fifth Third Bancorp 0.01% Reduce -1.7% 91,832 $2.8M
Evanson Asset Management, LLC 0.20% Add +0.1% 91,803 $2.8M
Mercer Global Advisors Inc. 0.01% Add +22.0% 91,762 $2.8M
Cadent Capital Advisors, LLC 1.08% Add +13.2% 91,456 $2.8M
Capital Wealth Planning, LLC 0.02% New 90,994 $2.8M
Ameritas Advisory Services, LLC 0.11% Reduce -35.1% 99,220 $2.8M
RoundAngle Advisors LLC 2.58% Add +4.8% 90,751 $2.8M
Smith, Moore & Co. 0.26% Add +6.8% 90,696 $2.8M
Empirical Asset Management, LLC 0.96% Add +8.6% 90,464 $2.8M
Armor Advisors, L.L.C. 2.75% Add +106.2% 90,277 $2.8M
Brookstone Capital Management 0.04% Reduce -0.3% 89,130 $2.8M
CENTRAL TRUST Co 0.07% Reduce -3.9% 88,830 $2.8M
Centaurus Financial, Inc. 0.17% Add +0.4% 88,658 $2.7M
Cacti Asset Management LLC 0.21% No change 88,600 $2.7M
D.A. Davidson & Co. 0.02% Reduce -25.0% 88,384 $2.7M
Bfsg, LLC 0.33% Reduce -1.2% 87,178 $2.7M
Sowell Financial Services LLC 0.12% Reduce -11.2% 86,802 $2.7M
Comerica Bank 0.01% Add +34.9% 86,487 $2.7M
Chesley Taft & Associates LLC 0.13% Add +1.6% 85,650 $2.7M
Leavell Investment Management, Inc. 0.13% Add +23.7% 85,102 $2.6M
Wealthcare Advisory Partners LLC 0.07% Add +12.7% 84,736 $2.6M
Chelsea Counsel Co. 1.42% No change 84,000 $2.6M
EP Wealth Advisors, LLC 0.02% Add +2.0% 83,460 $2.6M
Principia Wealth Advisory, LLC 2.45% Reduce -1.6% 90,679 $2.5M
Wilmar Advisors LLC 2.63% Add +32.3% 82,000 $2.5M
Stratos Investment Management, LLC 0.13% New 81,567 $2.5M
CI Investments Inc. 0.01% No change 81,000 $2.5M
Sovran Advisors, LLC 0.33% Add +3.2% 84,745 $2.5M
Elevation Point Wealth Partners, LLC 0.21% Add +86.9% 80,786 $2.5M
Knoll Capital Management, LLC 1.61% No change 80,000 $2.5M
HB Wealth Management, LLC 0.02% Add +224.0% 79,196 $2.5M
Renaissance Technologies 0.00% New 78,800 $2.4M
Dorsey Wright & Associates 0.61% Reduce -2.6% 77,566 $2.4M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -8.0% 77,334 $2.4M
Allworth Financial LP 0.01% Reduce -1.2% 77,632 $2.4M
LifeWealth Investments, LLC 1.13% Add +60.4% 75,792 $2.3M
Corient Private Wealth LP 0.00% Add +44.8% 75,256 $2.3M
683 Capital Management, LLC 0.26% No change 75,000 $2.3M
Citizens Financial Group Inc. 0.05% New 74,024 $2.3M
Kingsview Wealth Management, LLC 0.04% Add +36.2% 73,606 $2.3M
Axxcess Wealth Management, LLC 0.06% Reduce -26.7% 72,972 $2.3M
PGIM Custom Harvest LLC 0.05% Reduce -2.0% 72,395 $2.2M
Caitlin John, LLC 2.19% Reduce -9.3% 72,225 $2.2M
Arvest Investments, Inc. 0.35% Add +8.5% 71,929 $2.2M
Williams & Novak, LLC 2.15% Reduce -11.2% 71,699 $2.2M
Arete Wealth Advisors, LLC 0.17% Add +20.6% 70,766 $2.2M
Headlands Technologies LLC 0.25% New 70,252 $2.2M
Panoramic Capital, LLC 2.71% New 70,000 $2.2M
Man Group plc 0.01% New 69,678 $2.2M
World Investment Advisors 0.06% Add +3.6% 69,641 $2.2M
AE Wealth Management LLC 0.02% Reduce -23.5% 68,883 $2.1M
Glenmede Trust Co. NA 0.01% No change 66,762 $2.1M
Wellington Shields Capital Management, LLC 0.37% Reduce -76.7% 66,702 $2.1M
Assetmark, Inc. 0.01% Add +40.6% 66,692 $2.1M
Stevens Capital Management LP 0.51% New 66,200 $2.1M
Flow Traders U.S. LLC 0.09% New 65,512 $2.0M
TD Waterhouse Canada Inc. 0.02% Add +17.0% 66,029 $2.0M
Jackson Hole Capital Partners, LLC 0.40% Reduce -4.3% 64,829 $2.0M
J.W. Cole Advisors, Inc. 0.06% Add +16.6% 64,827 $2.0M
Simmons Bank 0.15% Add +1.7% 64,704 $2.0M
Pictet North America Advisors SA 0.20% New 64,000 $2.0M
Pallas Capital Advisors LLC 0.08% No change 63,450 $2.0M
CIBC Private Wealth Group LLC 0.00% Reduce -5.7% 72,375 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +0.9% 63,019 $2.0M
Financial Counselors Inc. 0.03% Add +3.0% 62,204 $1.9M
MAI Capital Management 0.01% Add +83.4% 62,125 $1.9M
Cushing Capital Partners, LLC 1.73% Add +29.2% 62,053 $1.9M
IMG Wealth Management, Inc. 1.72% Reduce -0.0% 61,837 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +0.5% 61,180 $1.9M
Sapient Capital LLC 0.04% Add +3.0% 61,019 $1.9M
Southeast Asset Advisors, LLC 0.23% Add +0.3% 60,915 $1.9M
Kingswood Wealth Advisors, LLC 0.17% Add +87.0% 60,859 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -2.7% 65,332 $1.9M
GK Wealth Management LLC 2.34% Reduce -2.3% 60,518 $1.9M
Inspire Trust Co, N.A. 0.44% No change 60,000 $1.9M
Cinctive Capital Management LP 0.15% New 60,000 $1.9M
Fox Hill Wealth Management 1.09% Add +1.9% 59,446 $1.8M
Intellectus Partners, LLC 0.46% Reduce -6.2% 59,435 $1.8M
Associated Banc-Corp 0.06% Reduce -0.4% 59,407 $1.8M
Blue Trust, Inc. 0.02% Add +9.5% 59,381 $1.8M
Avior Wealth Management, LLC 0.07% Reduce -8.9% 58,735 $1.8M
HSBC Holdings PLC 0.00% No change 58,500 $1.8M
Pekin Hardy Strauss, Inc. 0.22% Add +7.4% 58,265 $1.8M
Stratos Wealth Advisors, LLC 0.10% Reduce -59.3% 57,327 $1.8M
James Investment Research, Inc. 0.23% Reduce -0.3% 57,226 $1.8M
Regions Financial Corp. 0.01% Reduce -2.6% 55,825 $1.7M
Wedbush Securities Inc. 0.06% Add +6.8% 55,427 $1.7M
Scotia Capital Inc. 0.01% Add +3.8% 55,352 $1.7M
Natixis 0.01% Add +255.7% 55,660 $1.7M
Guggenheim Capital LLC 0.02% Reduce -4.3% 55,172 $1.7M
Centennial Wealth Advisory LLC 0.61% Reduce -2.0% 53,788 $1.7M
Flagship Harbor Advisors, LLC 0.09% Add +6.0% 53,650 $1.7M
Capstone Wealth Management Group LLC 1.30% Add +17.1% 52,349 $1.6M
Mgo One Seven LLC 0.06% Add +26.5% 51,304 $1.6M
Financial Sense Advisors, Inc. 0.45% Reduce -12.1% 51,169 $1.6M
Cornerstone Wealth Management, LLC 0.11% Add +2.2% 51,007 $1.6M
StoneX Group Inc. 0.09% Add +68.9% 50,106 $1.6M
GFS Advisors, LLC 0.31% Add +0.7% 49,992 $1.5M
Mezzasalma Advisors, LLC 0.53% Add +9.3% 49,550 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +94.1% 49,421 $1.5M
Orion Portfolio Solutions, LLC 0.01% Add +94.1% 49,421 $1.5M
One Charles Private Wealth Services, LLC 0.49% Add +0.4% 49,056 $1.5M
Professional Financial Advisors, LLC 0.38% Add +2.5% 48,456 $1.5M
Sound View Wealth Advisors Group, LLC 0.12% No change 48,286 $1.5M
Encompass More Asset Management 0.44% Reduce -52.6% 47,614 $1.5M
Intellus Advisors LLC 0.25% Add +15.1% 46,644 $1.4M
FineMark National Bank & Trust 0.05% Reduce -0.8% 46,568 $1.4M
Miller Financial Services LLC 2.07% Reduce -3.1% 46,534 $1.4M
OneDigital Investment Advisors LLC 0.02% Reduce -0.2% 46,001 $1.4M
Avalon Capital Management 0.41% Reduce -0.2% 45,978 $1.4M
Concurrent Investment Advisors, LLC 0.03% Add +38.6% 45,503 $1.4M
Meritage Portfolio Management 0.09% Add +0.5% 45,394 $1.4M
Moors & Cabot, Inc. 0.07% Reduce -1.8% 45,157 $1.4M
ROI Financial Advisors, LLC 1.01% Add +18.4% 44,990 $1.4M
Apollon Wealth Management, LLC 0.03% Reduce -39.9% 43,693 $1.4M
Verity Asset Management, Inc. 0.55% Add +10.5% 43,683 $1.4M
Two Sigma Securities, LLC 0.20% New 43,059 $1.3M
M Holdings Securities, Inc. 0.22% Add +5.4% 43,061 $1.3M
Investment Partners, LTD. 0.55% No change 42,900 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +0.1% 42,723 $1.3M
Good Life Advisors, LLC 0.09% Reduce -1.1% 42,074 $1.3M
Union Bancaire Privee, UBP SA 0.03% Add +104.3% 43,023 $1.3M
Main Street Financial Solutions, LLC 0.11% Reduce -15.9% 41,566 $1.3M
Qube Research & Technologies Ltd 0.00% Add +252.8% 41,114 $1.3M
Sunbelt Securities, Inc. 0.11% Add +98.3% 41,047 $1.3M
Daiwa Securities Group Inc. 0.01% No change 41,050 $1.3M
M&T Bank Corp 0.00% No change 40,671 $1.3M
CreativeOne Wealth, LLC 0.04% Add +17.8% 40,661 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +90.8% 40,485 $1.3M
Harvest Investment Services, LLC 0.35% Reduce -65.3% 40,347 $1.3M
Cutter & CO Brokerage, Inc. 0.29% Reduce -9.4% 40,203 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +5.5% 39,854 $1.2M
Verition Fund Management LLC 0.01% Reduce -92.0% 39,364 $1.2M
Wealthspan Partners, LLC 0.56% Add +0.4% 39,310 $1.2M
Aegis Financial Corp. 1.03% No change 39,025 $1.2M
Evergreen Capital Management LLC 0.04% Add +2.6% 38,678 $1.2M
PFG Investments, LLC 0.08% Add +12.1% 37,852 $1.2M
Brookwood Investment Group LLC 0.20% — 37,620 $1.2M
Northern Trust Corp. 0.00% Reduce -4.8% 37,538 $1.2M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +44.2% 37,500 $1.2M
Summit Financial, LLC 0.03% Add +0.9% 37,470 $1.2M
Per Stirling Capital Management, LLC. 0.17% Reduce -7.8% 37,247 $1.2M
Stablepoint Partners, LLC 0.21% Add +16.5% 37,135 $1.2M
Evercore Wealth Management, LLC 0.02% Add +0.3% 37,058 $1.1M
Journey Strategic Wealth LLC 0.04% Add +161.2% 35,969 $1.1M
Confluence Wealth Services, Inc. 0.07% No change 36,076 $1.1M
Silver Oak Securities, Incorporated 0.10% Reduce -31.2% 35,032 $1.1M
Bard Associates Inc. 0.40% Reduce -0.5% 34,928 $1.1M
Discipline Wealth Solutions, LLC 0.51% Add +174.1% 34,557 $1.1M
Farringdon Capital, Ltd. 0.54% New 34,418 $1.1M
Evermay Wealth Management LLC 0.14% Reduce -4.7% 34,125 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +33.1% 33,755 $1.0M
Perennial Investment Advisors, LLC 0.12% Reduce -17.9% 33,735 $1.0M
Integrated Advisors Network LLC 0.05% Add +61.3% 33,572 $1.0M
Alamea Verwaltungs GmbH 0.90% — 33,460 $1.0M
Van Hulzen Asset Management, LLC 0.09% Reduce -11.8% 33,325 $1.0M
Basso Capital Management, L.P. 0.88% Add +121.5% 33,233 $1.0M
Lido Advisors, LLC 0.01% Add +3.1% 33,078 $1.0M
First Command Advisory Services, Inc. 0.01% Add +4.0% 32,995 $1.0M
SilverOak Wealth Management LLC 0.22% No change 32,681 $1.0M
EverSource Wealth Advisors, LLC 0.06% Reduce -7.8% 32,681 $1.0M
Rahlfs Capital, LLC 1.01% No change 32,600 $1.0M
Ehrlich Financial Group 0.74% Reduce -0.7% 32,563 $1.0M
Level Four Advisory Services, LLC 0.04% Add +10.8% 32,474 $1.0M
MGB Wealth Management, LLC 0.36% Add +16.1% 32,444 $1.0M
Principal Securities, Inc. 0.02% Add +1.2% 38,140 $1.0M
Credit Agricole S A 0.00% Reduce -12.6% 32,401 $1.0M
Whittier Trust Co. of Nevada Inc. 0.03% Add +4.8% 32,315 $1.0M
Park Avenue Securities LLC 0.01% Reduce -21.5% 32,289 $1.0M
Koshinski Asset Management, Inc. 0.08% Reduce -0.1% 32,245 $999K
Ballew Advisors, Inc 0.67% Reduce -2.7% 33,981 $992K
Kovack Advisors, Inc. 0.10% Reduce -6.1% 31,665 $981K
Strategic Investment Solutions, Inc. 0.28% Add +4.1% 31,340 $971K
Ausdal Financial Partners, Inc. 0.07% Add +23.7% 31,293 $970K
Caption Management, LLC 0.04% No change 31,000 $961K
Regal Investment Advisors LLC 0.08% Add +13.7% 30,873 $957K
Pathstone Holdings, LLC 0.00% Add +5.2% 31,834 $951K
Horizon Kinetics Asset Management LLC 0.01% No change 30,690 $951K
Beaumont Financial Advisors, LLC 0.07% Reduce -12.4% 30,652 $950K
Harbour Investments, Inc. 0.03% Reduce -60.0% 30,606 $948K
Keybank National Association 0.00% Reduce -10.6% 30,520 $946K
Freedom Investment Management, Inc. 0.08% Reduce -8.2% 30,402 $942K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.7% 30,131 $934K
Whittier Trust Co. 0.01% Add +1.2% 30,045 $931K
Medici Capital LLC 1.13% No change 30,000 $930K
Stenham Asset Management Ltd 0.38% — 30,000 $930K
Zhang Financial LLC 0.05% Add +246.3% 29,913 $927K
Choreo, LLC 0.01% Add +5.7% 29,900 $927K
Harbor Investment Advisory, LLC 0.09% Add +0.6% 29,597 $917K
Essex Financial Services, Inc. 0.07% Reduce -8.3% 29,541 $915K
Clear Harbor Asset Management, LLC 0.07% Add +3.3% 29,460 $913K
WESPAC Advisors, LLC 0.74% Add +22.2% 29,454 $913K
Patten Group, Inc. 0.21% Add +13.4% 29,395 $911K
Jaffetilchin Investment Partners, LLC 0.07% Reduce -1.0% 29,295 $908K
Avantax Planning Partners, Inc. 0.03% Add +143.0% 29,228 $906K
Aviance Capital Partners, LLC 0.13% No change 29,188 $905K
Cypress Wealth Services, LLC 0.18% No change 29,172 $904K
Rathbones Group PLC 0.00% Add +15.9% 29,130 $903K
GM Advisory Group, LLC 0.05% Add +4.3% 29,031 $900K
Ingalls & Snyder LLC 0.03% Reduce -14.5% 28,800 $893K
Waverly Advisors, LLC 0.01% Add +95.7% 28,718 $890K
PFG Advisors 0.05% Add +1.6% 28,464 $882K
Columbus Macro, LLC 0.12% Reduce -2.8% 28,325 $878K
Florida Financial Advisors, LLC 0.35% Add +160.6% 28,302 $877K
Sicart Associates LLC 0.30% Add +0.6% 28,194 $874K
Violich Capital Management, Inc. 0.12% No change 28,100 $871K
CW Advisors, LLC 0.01% New 27,968 $864K
Resolute Wealth Strategies, LLC 0.48% No change 27,863 $863K
Hilltop Holdings Inc. 0.05% Add +121.6% 27,769 $861K
Parsons Capital Management Inc. 0.05% No change 27,525 $853K
SkyView Investment Advisors, LLC 0.13% Add +10.0% 27,500 $852K
Geneos Wealth Management Inc. 0.03% Reduce -12.8% 27,492 $852K
Synergy Asset Management, LLC 0.11% Add +297.6% 26,978 $836K
Tyler-Stone Wealth Management 0.15% No change 26,800 $831K
Texas Yale Capital Corp. 0.03% Reduce -1.8% 26,750 $829K
Acorn Wealth Advisors, LLC 0.33% Add +4.0% 25,366 $786K
Nalls Sherbakoff Group, LLC 0.63% — 25,118 $778K
Nwi Management LP 0.10% No change 25,000 $775K
BOS Asset Management, LLC 0.27% Reduce -3.4% 24,974 $774K
Personal Cfo Solutions, LLC 0.16% New 24,941 $773K
SeaCrest Wealth Management, LLC 0.09% Reduce -4.8% 24,757 $767K
Herold Advisors, Inc. 0.17% Reduce -0.8% 24,755 $767K
IFG Advisory, LLC 0.04% Reduce -71.4% 24,542 $761K
Vanguard Capital Wealth Advisors 0.93% Add +65.9% 24,500 $759K
Accredited Wealth Management, LLC 0.64% Reduce -2.2% 24,497 $759K
N.E.W. Advisory Services LLC 0.06% Add +16.7% 24,458 $758K
Bulltick Wealth Management, LLC 0.20% No change 24,376 $755K
Linden Thomas Advisory Services, LLC 0.10% Add +7.5% 23,788 $737K
Journey Advisory Group, LLC 0.06% Reduce -0.3% 23,784 $737K
Valeo Financial Advisors, LLC 0.02% Reduce -1.8% 23,625 $732K
Ancora Advisors LLC 0.02% Reduce -0.4% 23,546 $730K
Founders Financial Alliance, LLC 0.18% Add +3.4% 23,516 $729K
Rooted Wealth Advisors, Inc. 0.31% Reduce -2.9% 26,888 $728K
Compound Planning, Inc. 0.03% Reduce -0.0% 23,437 $726K
Merit Financial Group, LLC 0.01% Add +16.4% 23,143 $717K
Strategic Blueprint, LLC 0.04% Add +140.8% 23,077 $715K
Pinnacle Financial Partners Inc 0.01% Add +0.3% 23,436 $715K
Broyhill Asset Management, LLC 0.58% No change 23,000 $713K
Calton & Associates, Inc. 0.16% New 22,972 $712K
Verdence Capital Advisors LLC 0.05% Add +12.2% 22,844 $708K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -45.8% 22,761 $705K
Confluence Investment Management LLC 0.01% Add +0.2% 22,658 $702K
Hoey Investments, Inc. 0.14% Add +36.1% 22,631 $701K
Commerce Bank 0.00% Reduce -0.4% 22,606 $701K
Doliver Advisors, LP 0.20% Reduce -8.8% 22,481 $697K
Capital Investment Advisors, LLC 0.01% Add +7.3% 22,362 $693K
Winmill & Co. Inc. 0.21% No change 22,320 $692K
Quadcap Wealth Management, LLC 0.10% No change 22,311 $691K
J. W. Coons Advisors, LLC 0.18% No change 22,200 $688K
BTC Capital Management, Inc. 0.06% No change 22,000 $682K
Conservest Capital Advisors, Inc. 0.07% No change 21,977 $681K
WealthCare Investment Partners, LLC 0.29% New 22,719 $677K
WealthTrust Asset Management, LLC 0.50% Reduce -0.1% 21,655 $671K
LexAurum Advisors, LLC 0.13% Add +0.5% 21,622 $670K
Welch Group, LLC 0.03% Reduce -1.5% 21,567 $669K
E&G Advisors, LLC 0.19% Add +1.4% 21,420 $664K
Focus Financial Network, Inc. 0.03% Add +1.2% 21,373 $662K
Clearstead Advisors, LLC 0.01% Reduce -0.6% 21,156 $656K
Moneco Advisors, LLC 0.07% Add +62.5% 21,016 $651K
Dakota Wealth Management 0.02% Reduce -2.2% 20,993 $651K
Rosenberg Matthew Hamilton 0.16% Add +1.0% 20,828 $645K
Bristlecone Advisors, LLC 0.05% No change 20,807 $645K
Creative Financial Designs Inc. 0.05% Add +27.5% 20,611 $639K
Piedmont Capital Management, LLC 0.46% No change 23,473 $637K
AlphaStar Capital Management, LLC 0.06% Add +35.3% 20,397 $632K
Cary Street Partners Financial LLC 0.02% Add +0.3% 20,383 $632K
Stokes Family Office, LLC 0.07% Add +30.3% 20,370 $631K
Bienville Capital Management, LLC 0.15% No change 20,362 $631K
First Foundation Advisors 0.03% No change 20,171 $625K
Robertson Stephens Wealth Management, LLC 0.02% No change 20,150 $624K
Global Assets Advisory, LLC 0.12% New 21,810 $624K
Gsa Capital Partners LLP 0.06% New 20,027 $621K
Hunting Hill Global Capital, LLC 0.78% New 20,000 $620K
Fiduciary Trust Co 0.01% Add +18.4% 19,910 $617K
Prosperity Consulting Group, LLC 0.05% Add +9.7% 19,868 $616K
Equitable Trust Co. 0.03% No change 19,752 $612K
HRT Financial LP 0.00% New 19,664 $609K
Soltis Investment Advisors LLC 0.05% Reduce -32.9% 19,519 $605K
NewEdge Wealth, LLC 0.01% Reduce -0.1% 19,415 $602K
Stapp Wealth Management, PLLC 0.92% Add +0.5% 19,320 $599K
First Horizon Advisors, Inc. 0.02% No change 19,294 $598K
Kiley Juergens Wealth Management, LLC 0.16% Add +1.9% 19,193 $595K
Brighton Jones LLC 0.02% Add +1.4% 19,129 $593K
L. Roy Papp & Associates, LLP 0.07% No change 19,000 $589K
Signature Estate & Investment Advisors LLC 0.02% Add +1.7% 18,949 $587K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.1% 18,918 $586K
Hudock, Inc. 0.10% No change 18,803 $583K
Riggs Asset Managment Co. Inc. 0.16% Add +109.7% 18,533 $574K
DDFG, Inc 0.16% No change 18,485 $573K
Hamilton Wealth, LLC 0.14% New 18,481 $573K
Primoris Wealth Advisors, LLC 0.44% Add +29.4% 18,975 $573K
Belpointe Asset Management LLC 0.03% New 18,441 $571K
Savvy Advisors, Inc. 0.06% Add +12.3% 18,274 $566K
Walleye Capital LLC 0.01% New 18,191 $564K
Clear Street Derivatives LLC 0.01% New 18,182 $563K
New Wave Wealth Advisors LLC 0.25% Add +4.1% 18,131 $562K
Arax Advisory Partners 0.04% Reduce -12.9% 18,063 $560K
Rehmann Capital Advisory Group 0.04% Add +0.7% 18,054 $559K
First National Trust Co 0.02% New 17,936 $556K
Fiduciary Financial Group, LLC 0.12% Reduce -6.4% 19,589 $554K
Comprehensive Financial Planning, Inc. 0.54% Add +9273.7% 17,810 $552K
Revisor Wealth Management LLC 0.24% Reduce -14.7% 17,707 $549K
Savant Capital, LLC 0.00% Add +32.4% 17,534 $543K
Insight Advisors, LLC/ PA 0.10% Add +0.3% 17,503 $542K
Rossby Financial, LCC 0.23% No change 18,000 $541K
International Assets Investment Management, LLC 0.05% Add +0.4% 17,394 $539K
Western Wealth Management, LLC 0.04% Add +1.2% 17,382 $539K
O'ROURKE & COMPANY, Inc 0.27% Add +12.9% 17,358 $538K
Swisher Financial Concepts, Inc. 0.44% Add +3.1% 17,310 $536K
Realta Investment Advisors 0.24% Reduce -9.0% 17,169 $532K
Tidal Investments LLC 0.00% Add +14.7% 17,157 $532K
Signal Advisors Wealth, LLC 0.05% Add +19.7% 17,038 $528K
Phillips Financial Management, LLC 0.04% No change 16,841 $522K
Westfield Capital Management Co. LP 0.00% No change 16,760 $519K
Clarus Group, Inc. 0.20% No change 16,750 $519K
FMR LLC 0.00% Reduce -42.8% 16,725 $518K
Redwood Wealth Management Group, LLC 0.26% No change 16,650 $516K
Trust Co. of Vermont 0.03% Reduce -0.6% 16,607 $515K
Csenge Advisory Group 0.03% Reduce -9.4% 17,266 $510K
Procyon Advisors, LLC 0.03% No change 16,432 $509K
W1M Asset Management Ltd 0.04% No change 16,430 $509K
Fiduciary Alliance LLC 0.05% Reduce -9.2% 16,405 $508K
RiverGlades Family Offices LLC 0.36% No change 16,350 $507K
Greenberg Financial Group 0.21% — 7,420 $506K
Montis Financial, LLC 0.15% Reduce -1.2% 16,209 $502K
Leigh Baldwin & Co., LLC 0.40% Add +22.7% 16,190 $502K
Uhlmann Price Securities, LLC 0.37% No change 16,142 $500K
Signaturefd, LLC 0.01% Reduce -5.7% 16,089 $499K
VestGen Investment Management 0.38% Reduce -10.8% 16,058 $498K
Tradition Wealth Management, LLC 0.04% Reduce -5.3% 15,970 $495K
Curran Financial Partners, LLC 0.12% Add +37.9% 15,965 $495K
Sovereign Financial Group, Inc. 0.11% Add +8.1% 15,908 $493K
Keystone Financial Group 0.05% Reduce -2.2% 15,849 $491K
TD Private Client Wealth LLC 0.01% Add +1038.6% 15,769 $489K
Roman Butler Fullerton & Co. 0.19% Reduce -26.7% 16,598 $488K
NorthCoast Asset Management LLC 0.00% Add +11.5% 15,578 $483K
Kopernik Global Investors, LLC 0.05% New 15,556 $482K
SCS Capital Management LLC 0.01% New 15,493 $480K
Wealth Quarterback LLC 0.27% Reduce -2.9% 15,459 $479K
Wexford Capital LP 0.12% No change 15,425 $478K
CHURCHILL MANAGEMENT Corp 0.01% New 15,400 $477K
Wolff Wiese Magana LLC 0.32% No change 15,277 $473K
Wealthspire Advisors, LLC 0.00% Add +17.3% 15,111 $468K
Mainsail Asset Management, LLC 0.32% No change 15,000 $465K
FLC Capital Advisors 0.10% No change 15,000 $465K
Biltmore Family Office, LLC 0.08% No change 15,000 $465K
Mission Wealth Management, LP 0.01% Add +7.2% 14,989 $465K
Aprio Wealth Management, LLC 0.06% No change 14,947 $463K
Isthmus Partners, LLC 0.06% No change 14,900 $462K
Gibbs Wealth Management 0.11% New 14,724 $456K
Alpha Cubed Investments, LLC 0.02% Add +72.6% 14,595 $452K
Vaughan David Investments LLC 0.01% No change 14,600 $452K
Ignite Planners, LLC 0.09% Add +18.9% 15,365 $452K
Bailard, Inc. 0.01% No change 14,504 $449K
WCG Wealth Advisors LLC 0.03% Reduce -2.9% 14,423 $447K
Spectrum Planning & Advisory Services Inc. 0.37% No change 14,374 $445K
Capstone Wealth Management Group, LLC 0.25% New 14,295 $443K
Parallax Volatility Advisers, L.P. 0.02% Reduce -86.7% 14,244 $441K
Gradient Capital Advisors, LLC 0.14% New 14,163 $439K
City Holding Co. 0.06% Add +13.2% 14,120 $437K
PCG Wealth Advisors, LLC 0.15% Add +48.9% 14,093 $437K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.0% 13,925 $432K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -15.1% 13,720 $425K
Indiana Trust & Investment Management Co 0.15% No change 13,670 $424K
Coastal Bridge Advisors, LLC 0.06% Add +15.9% 13,661 $423K
S.A. Mason LLC 0.22% Add +0.6% 13,650 $423K
Neuberger Berman Group LLC 0.00% Reduce -57.7% 13,623 $422K
Empire Financial Management Company, LLC 0.13% No change 13,606 $422K
Argent Trust Co 0.02% Reduce -2.7% 13,492 $418K
Brown Advisory Inc. 0.00% New 13,492 $418K
Kercheville Advisors, LLC 0.17% Reduce -1.9% 13,440 $417K
Baldwin Wealth Partners LLC 0.03% Add +54.3% 13,350 $414K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.6% 13,237 $410K
National Wealth Management Group, LLC 0.27% Reduce -25.2% 13,215 $410K
Spectrum Wealth Advisory Group, LLC 0.20% No change 13,190 $409K
Copia Wealth Management 0.38% Add +16.0% 13,150 $408K
River Street Advisors LLC 0.20% No change 13,075 $405K
Aptus Capital Advisors, LLC 0.00% Reduce -50.5% 13,071 $405K
Grandview Asset Management LLC 0.15% Reduce -0.8% 13,077 $405K
Ieq Capital, LLC 0.00% New 13,068 $405K
Marathon Capital Management 0.11% Reduce -4.8% 13,040 $404K
Westmount Partners, LLC 0.12% Add +3.7% 13,008 $403K
Hibernia Wealth Partners, LLC 0.29% No change 12,997 $403K
HBW Advisory Services LLC 0.06% Reduce -12.0% 12,950 $401K
Gen-Wealth Partners Inc 0.17% No change 12,903 $400K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -0.4% 12,880 $399K
Cathy Pareto & Associates, Inc. 0.35% Add +15.6% 12,840 $398K
DHK Financial Advisors, Inc. 0.22% Add +4.6% 12,680 $393K
Keynote Financial Services LLC 0.28% Reduce -18.1% 12,650 $392K
Hedges Asset Management LLC 0.25% No change 12,500 $387K
Wealth Effects LLC 0.16% Add +15.8% 12,489 $387K
Maridea Wealth Management LLC 0.13% Reduce -7.7% 12,439 $385K
Durante & Waters, LLC 0.32% Add +3.8% 12,345 $383K
Foguth Wealth Management, LLC. 0.09% Reduce -10.0% 12,251 $380K
Wesbanco Bank Inc. 0.01% Reduce -0.3% 12,139 $376K
Brown Miller Wealth Management, LLC 0.13% New 12,086 $375K
Performance Wealth Partners, LLC 0.01% No change 12,080 $374K
Larson Financial Group LLC 0.02% Reduce -1.5% 11,952 $370K
Golden State Wealth Management, LLC 0.05% Add +2.3% 11,906 $369K
Founders Financial Securities LLC 0.03% Add +14.0% 12,186 $368K
Cavalier Investments, LLC 0.12% Reduce -1.8% 11,846 $367K
Oak Grove Capital LLC 0.09% No change 11,827 $367K
Cobblestone Capital Advisors LLC 0.02% No change 11,806 $366K
Advisor Resource Council 0.03% New 14,004 $362K
Apollon Financial, LLC 0.09% Add +13.4% 11,661 $361K
Firestone Capital Management 0.09% No change 11,640 $361K
New Harbor Financial Group, LLC 0.10% Reduce -51.1% 11,610 $360K
Money Concepts Capital Corp. 0.03% New 11,599 $359K
JNBA Financial Advisors 0.04% No change 11,445 $355K
Great Diamond Partners, LLC 0.10% Add +0.3% 11,429 $354K
China Universal Asset Management Co., Ltd. 0.03% Reduce -95.7% 11,400 $353K
First Heartland Consultants, Inc. 0.04% Add +0.1% 11,361 $352K
Advance Capital Management, Inc. 0.02% No change 11,325 $351K
WealthShield Partners, LLC 0.04% New 11,271 $349K
Jackson Square Capital, LLC 0.11% New 11,256 $349K
J. Safra Sarasin Holding AG 0.01% No change 11,194 $347K
Hunter Perkins Capital Management, LLC 0.08% No change 11,163 $346K
United Capital Financial Advisors, LLC 0.00% Add +29.5% 11,108 $344K
Briaud Financial Planning Inc 0.14% No change 11,081 $343K
Rothschild Investment LLC 0.02% Reduce -17.7% 11,057 $343K
Glen Eagle Advisors, LLC 0.06% Add +2.8% 11,055 $343K
Alternative Investment Advisors, LLC. 0.18% Add +17.6% 11,041 $342K
Cutler Investment Counsel LLC 0.04% No change 11,024 $342K
Bogart Wealth, LLC 0.02% No change 10,963 $340K
World Equity Group, Inc. 0.10% New 10,926 $339K
Patton Albertson Miller Group, LLC 0.05% No change 10,898 $338K
Grant/GrossMendelsohn, LLC 0.19% Reduce -13.7% 11,160 $337K
Moloney Securities Asset Management, LLC 0.05% Reduce -17.4% 10,822 $335K
Activest Wealth Management 0.09% No change 10,793 $334K
Betterment LLC 0.00% Add +1.8% 10,755 $333K
Capital Asset Advisory Services LLC 0.02% Reduce -81.7% 10,810 $333K
VestGen Advisors, LLC 0.02% — 10,727 $332K
Fifth Third Wealth Advisors LLC 0.02% Add +3.4% 10,697 $332K
Human Investing LLC 0.06% No change 10,636 $330K
Dagco, Inc. 0.11% No change 10,605 $329K
Sonora Investment Management Group, LLC 0.03% No change 10,600 $328K
Segment Wealth Management, LLC 0.02% No change 10,600 $328K
Burke & Herbert Bank & Trust Co. 0.08% Add +1.8% 10,575 $328K
SlateStone Wealth, LLC 0.03% New 10,560 $327K
Cardiff Park Advisors, LLC 0.03% Add +23.5% 10,500 $325K
Redhawk Wealth Advisors, Inc. 0.04% Add +23.8% 10,486 $325K
Thoroughbred Financial Services, LLC 0.02% Add +25.8% 10,470 $324K
WMG Financial Advisors, LLC 0.14% Add +8.6% 10,453 $324K
Norris Financial Group, LLC 0.15% Reduce -81.6% 10,444 $324K
Denver Wealth Management, Inc. 0.15% No change 10,428 $323K
Schulhoff & Co. Inc. 0.14% Add +4.5% 10,400 $322K
First Business Financial Services, Inc. 0.03% New 10,400 $322K
Laidlaw Wealth Management LLC 0.96% Reduce -84.1% 10,393 $322K
Fortis Capital Advisors, LLC 0.07% New 10,370 $321K
Private Trust Co. NA 0.03% Add +19.2% 10,296 $319K
Financial Designs Corp 0.22% Reduce -5.6% 10,274 $318K
Transcend Capital Advisors, LLC 0.02% New 10,267 $318K
OneAscent Financial Services LLC 0.02% Add +5.1% 10,310 $317K
Mesirow Financial Investment Management, Inc. 0.01% New 10,178 $315K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -10.6% 10,165 $315K
Wealth Management Associates, Inc. 0.13% No change 10,125 $314K
SS&H Financial Advisors, Inc. 0.12% No change 10,066 $312K
New England Professional Planning Group Inc. 0.15% No change 10,004 $310K
Catalyst Financial Partners LLC 0.06% No change 10,000 $310K
Hardin Capital Partners, LLC 0.19% No change 9,987 $309K
Freestone Capital Holdings, LLC 0.01% No change 9,926 $308K
Benin Management CORP 0.09% Add +25.3% 9,905 $307K
Pinnacle Bancorp, Inc. 0.10% No change 9,856 $305K
Blue Bell Private Wealth Management, LLC 0.06% No change 9,844 $305K
Guardian Wealth Advisors, LLC / NC 0.02% New 9,842 $305K
Clifford Swan Investment Counsel LLC 0.01% Reduce -18.7% 9,727 $301K
Whitaker-Myers Wealth Managers, LTD. 0.08% Reduce -14.5% 9,696 $300K
Access Financial Services, Inc. 0.12% No change 9,664 $299K
Inspirion Wealth Advisors, LLC 0.04% Add +27.7% 9,659 $299K
IFP Advisors, Inc 0.01% Add +10.4% 9,643 $299K
Trustmark Bank Trust Department 0.02% No change 9,627 $298K
Alpha Financial Partners LLC 0.24% No change 9,620 $298K
Royal Fund Management, LLC 0.04% Reduce -6.0% 9,578 $297K
Laurel Wealth Advisors LLC 0.05% Reduce -5.0% 9,552 $296K
Plancorp, LLC 0.01% No change 9,544 $296K
Integrity Alliance, Llc. 0.01% Reduce -39.3% 9,516 $295K
Coordinated Financial Services, Inc. 0.23% — 9,500 $294K
Ardent Capital Management, Inc. 0.13% New 9,500 $294K
Interchange Capital Partners, LLC 0.08% Add +57.4% 9,570 $294K
Radnor Capital Management, LLC 0.05% No change 9,500 $294K
Cornerstone Management, Inc. 0.06% Reduce -2.6% 9,476 $294K
Waterloo Capital, L.P. 0.03% New 9,464 $293K
Smithfield Trust Co 0.01% No change 9,443 $292K
MBE Wealth Management, LLC 0.14% Add +9.7% 9,381 $291K
Flputnam Investment Management Co. 0.01% Add +8.7% 9,307 $288K
Mayflower Financial Advisors, LLC 0.04% Reduce -1.5% 9,286 $288K
Wilmington Savings Fund Society, FSB 0.01% Reduce -12.6% 9,258 $287K
Artemis Wealth Advisors, LLC 0.05% No change 9,244 $286K
AIFG Consultants Ltd. 0.47% Add +11.6% 9,240 $286K
Creekmur Asset Management LLC 0.06% Reduce -2.9% 9,234 $286K
BlackRock, Inc. 0.00% Add +0.5% 9,217 $286K
Everpar Advisors LLC 0.15% No change 9,200 $285K
Two Sigma Investments, LP 0.00% New 9,194 $285K
Verus Capital Partners, LLC 0.03% Add +6.2% 9,175 $284K
Cassaday & Co Wealth Management LLC 0.01% No change 9,138 $283K
MTM Financial Group, LLC 0.16% No change 9,040 $280K
BNC Wealth Management, LLC 0.10% No change 9,000 $279K
Haverford Trust Co 0.00% No change 9,000 $279K
Mainstay Capital Management LLC 0.04% No change 8,978 $278K
Ameliora Wealth Management Ltd. 0.10% New 8,970 $278K
Berger Financial Group, Inc 0.02% Add +1.0% 8,957 $278K
Lazari Capital Management, Inc. 0.11% Reduce -7.3% 8,952 $277K
Moneta Group Investment Advisors LLC 0.00% Add +12.5% 8,948 $277K
180 Wealth Advisors, LLC 0.04% Reduce -3.9% 8,716 $270K
Schnieders Capital Management LLC 0.06% Add +1.2% 8,675 $269K
Pinnacle Associates Ltd. 0.00% No change 8,675 $269K
Howard Financial Services, LTD. 0.04% Add +1.2% 8,624 $267K
Grey Ledge Advisors, LLC 0.07% Add +1.2% 8,620 $267K
Crumly & Associates Inc. 0.07% Reduce -10.4% 8,612 $267K
Burford Brothers, Inc. 0.13% New 8,557 $265K
Bison Wealth, LLC 0.02% New 8,935 $264K
Private Advisory Group LLC 0.03% Add +2.2% 8,526 $264K
Capula Management Ltd 0.00% New 8,509 $264K
American Institute for Advanced Investment Management, LLP 0.20% New 8,504 $264K
WT Wealth Management 0.09% New 8,461 $262K
Advisory Alpha, LLC 0.01% Reduce -7.0% 8,454 $262K
Barnes Wealth Management Group, Inc 0.17% No change 8,427 $261K
Farther Finance Advisors, LLC 0.01% Add +33.3% 8,463 $259K
Berkshire Asset Management LLC 0.01% No change 8,754 $258K
Quadrant Private Wealth Management, LLC 0.06% Reduce -15.9% 8,300 $257K
Lakeridge Wealth Management LLC 0.13% New 8,254 $256K
Cascades Capital Asset Management, LLC 0.14% New 8,250 $256K
PYA Waltman Capital, LLC 0.08% No change 8,248 $256K
Legacy Financial Advisors, Inc. 0.04% New 8,246 $256K
Petros Family Wealth, LLC 0.28% Reduce -1.2% 8,215 $255K
Alta Wealth Advisors LLC 0.12% No change 8,182 $254K
Thomasville National Bank 0.02% Add +2.9% 8,136 $252K
BLB&B Advisors, LLC 0.01% No change 8,077 $250K
Bluesphere Advisors LLC 0.14% New 8,056 $250K
Andina Capital Management, LLC 0.18% Reduce -18.4% 8,033 $249K
Select Asset Management & Trust 0.10% No change 8,000 $248K
Total Clarity Wealth Management, Inc. 0.08% No change 9,370 $247K
Ironwood Financial, llc 0.05% Reduce -1.9% 7,948 $246K
Palisades Hudson Asset Management, L.P. 0.11% No change 7,939 $246K
Nemes Rush Group LLC 0.03% Add +0.5% 7,880 $244K
Weatherly Asset Management L. P. 0.02% No change 7,795 $242K
JT Stratford LLC 0.04% New 7,793 $242K
Nicolet Advisory Services, LLC 0.02% Reduce -0.6% 8,519 $241K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 7,772 $241K
UMB Bank, n.a. 0.00% Add +34.7% 7,760 $240K
WNY Asset Management, LLC 0.03% New 7,747 $240K
Royal Capital Wealth Management, LLC 0.17% No change 7,737 $240K
B.O.S.S. Retirement Advisors, LLC 0.07% New 7,734 $240K
Investment Advisory Group, LLC 0.08% Reduce -0.6% 7,722 $239K
Compass Ion Advisors, LLC 0.03% New 7,673 $238K
North Forty Two & Co. 0.26% New 7,672 $238K
Modern Wealth Management, LLC 0.01% New 7,609 $236K
Silverlake Wealth Management LLC 0.09% Reduce -11.7% 7,548 $234K
Global View Capital Management LLC 0.08% New 7,531 $233K
Net Worth Advisory Group 0.07% Reduce -6.4% 7,523 $233K
Obermeyer Wealth Partners 0.01% Reduce -53.2% 7,514 $233K
Fi3 FINANCIAL ADVISORS, LLC 0.09% New 7,501 $232K
Wealth Alliance, LLC 0.03% New 7,500 $232K
1ST Source Bank 0.01% New 7,500 $232K
Marathon Trading Investment Management LLC 0.13% New 7,498 $232K
Fortress Private Ledger, LLC 0.13% Reduce -1.7% 7,489 $232K
Lanark Financial, Inc. 0.02% — 7,504 $232K
Seaview Investment Managers LLC 0.06% New 7,478 $232K
Lee Financial Co 0.04% New 7,440 $231K
Modera Wealth Management, LLC 0.00% New 7,415 $230K
Empower Advisory Group, LLC 0.00% Reduce -12.7% 7,325 $227K
Wealth Alliance Advisory Group, LLC 0.05% New 7,303 $226K
Manchester Financial Inc. 0.05% New 7,178 $222K
Aldebaran Financial Inc. 0.27% New 7,125 $221K
Oarsman Capital, Inc. 0.04% Reduce -13.3% 7,047 $218K
Total Investment Management Inc. 0.03% Reduce -22.4% 7,044 $218K
Exencial Wealth Advisors, LLC 0.01% Reduce -9.6% 7,043 $218K
Aberdeen Wealth Management LLC 0.15% New 7,025 $218K
Centric Wealth Management 0.06% New 7,015 $217K
Summit X, LLC 0.05% New 7,008 $217K
Adams Asset Advisors, LLC 0.03% New 7,000 $217K
Security Financial Services, INC. 0.04% New 6,976 $216K
Old National Bancorp 0.01% Reduce -20.2% 6,945 $215K
Innova Wealth Partners 0.13% New 6,935 $215K
Tompkins Financial Corp. 0.02% No change 6,932 $215K
Broadway Wealth Solutions, Inc. 0.15% New 6,852 $212K
RB Capital Management, LLC 0.05% New 6,850 $212K
Centerpoint Advisors, LLC 0.08% No change 6,850 $212K
Gainplan LLC 0.14% New 6,817 $211K
Inspire Advisors, LLC 0.02% New 6,804 $211K
Tocqueville Asset Management L.P. 0.00% New 6,800 $211K
Summit Financial Wealth Advisors, LLC 0.04% New 6,798 $211K
Pineridge Advisors LLC 0.08% Reduce -13.1% 6,793 $211K
Mission Financial Group, LLC 0.19% — 3,088 $210K
Vantage Point Financial LLC 0.11% New 6,777 $210K
Platform Technology Partners 0.06% New 6,776 $210K
United Capital Management of KS, Inc. 0.04% Reduce -68.3% 6,769 $210K
Blue Zone Wealth Advisors, LLC 0.06% New 6,720 $208K
Cannell & Spears LLC 0.00% New 6,665 $207K
BridgePort Financial Solutions, LLC 0.09% New 6,653 $206K
Synergy Investment Management, LLC 0.09% Reduce -2.1% 6,653 $206K
Secure Asset Management, LLC 0.04% New 6,649 $206K
Causey Wealth LLC 0.11% New 6,623 $205K
Silverleafe Capital Partners, LLC 0.07% New 6,623 $205K
Hoge Financial Services, LLC 0.14% New 6,619 $205K
Smith Anglin Financial, LLC 0.02% New 6,592 $204K
SLT Holdings LLC 0.20% New 6,591 $204K
Well Done, LLC 0.04% Reduce -2.0% 7,745 $204K
Sheaff Brock Investment Advisors, LLC 0.02% New 6,551 $203K
D.B. Root & Company, LLC 0.07% New 6,541 $203K
Twin Focus Capital Partners, LLC 0.03% New 6,530 $202K
Daymark Wealth Partners, LLC 0.01% New 6,521 $202K
SteelPeak Wealth, LLC 0.01% New 6,508 $202K
Valtinson Bruner Financial Planning LLC 0.07% New 6,498 $201K
Bremer Bank National Association 0.04% New 6,490 $201K
Sculati Wealth Management, LLC 0.08% Reduce -45.5% 6,489 $201K
Transce3nd, LLC 0.09% Add +15.4% 6,397 $197K
Bokf, NA 0.00% No change 6,257 $194K
Key Client Fiduciary Advisors, LLC 0.09% Add +3.0% 6,192 $192K
Acropolis Investment Management, LLC 0.01% No change 6,060 $188K
Hollencrest Capital Management 0.01% Reduce -32.7% 5,860 $182K
Allianz SE 0.00% No change 5,788 $179K
Hazlett, Burt & Watson, Inc. 0.08% No change 5,508 $170K
Financial Life Planners 0.16% No change 5,245 $163K
Cheviot Value Management, LLC 0.02% New 5,430 $160K
American National Bank & Trust 0.02% No change 5,100 $158K
Inlight Wealth Management, LLC 0.10% New 5,087 $158K
Pandora Wealth, Inc. 0.10% — 5,000 $155K
GoalVest Advisory LLC 0.04% No change 4,912 $152K
Security National Bank 0.03% No change 4,875 $151K
Traynor Capital Management, Inc. 0.01% New 4,645 $144K
GPS Wealth Strategies Group, LLC 0.02% Add +13.0% 4,610 $143K
Lindbrook Capital, LLC 0.01% Add +3.6% 4,600 $143K
Avion Wealth 0.04% No change 5,336 $140K
Bell Investment Advisors, Inc 0.03% No change 4,384 $136K
Parallel Advisors, LLC 0.00% Add +2.4% 4,336 $134K
Truvestments Capital LLC 0.03% Add +2.5% 4,168 $129K
AdvisorNet Financial, Inc 0.01% Add +14.8% 4,160 $129K
Adirondack Trust Co. 0.05% Reduce -0.4% 4,149 $129K
Sound Income Strategies, LLC 0.01% Reduce -31.4% 4,044 $125K
MRP Capital Investments, LLC 0.12% No change 4,000 $124K
Lazard Asset Management LLC 0.00% Add +13.5% 3,983 $123K
Proathlete Wealth Management LLC 0.04% New 3,887 $120K
Rakuten Securities, Inc. 0.06% Reduce -8.6% 3,836 $119K
Continuum Advisory, LLC 0.02% Add +43.1% 3,819 $118K
Orion Capital Management LLC 0.05% No change 3,689 $114K
JFS Wealth Advisors, LLC 0.01% Reduce -9.2% 3,673 $114K
Independence Bank of Kentucky 0.02% No change 3,515 $109K
Winch Advisory Services, LLC 0.03% Add +1.9% 3,479 $108K
Physician Wealth Advisors, Inc. 0.02% No change 3,431 $106K
Heritage Wealth Advisors 0.01% No change 3,382 $105K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,260 $101K
Clear Investment Research, LLC 0.13% Reduce -14.0% 3,241 $100K
Ameriflex Group, Inc. 0.04% Add +191.8% 3,116 $97K
City State Bank 0.03% Reduce -2.7% 3,116 $97K
BankPlus Trust Department 0.03% Add +39.4% 3,063 $95K
Colonial Trust Advisors 0.01% No change 3,000 $93K
Albion Financial Group 0.01% No change 3,000 $93K
Ascentis Wealth Management, LLC 0.03% New 2,894 $89K
PSI Advisors, LLC 0.03% No change 2,838 $88K
Mather Group, Llc. 0.00% No change 2,829 $88K
CGC Financial Services, LLC 0.03% No change 2,800 $87K
Deutsche Bank AG 0.00% New 2,800 $87K
IMA Advisory Services, Inc. 0.01% New 2,700 $84K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -43.9% 2,663 $83K
Bare Financial Services, Inc 0.03% Add +9.6% 2,661 $82K
Avondale Wealth Management 0.05% No change 2,628 $81K
Cherry Tree Wealth Management, LLC 0.02% No change 2,567 $80K
Avalon Trust Co 0.01% New 2,550 $79K
Concord Wealth Partners 0.01% No change 2,515 $78K
Peoples Bank 0.05% No change 2,485 $77K
Parkside Financial Bank & Trust 0.01% No change 2,409 $75K
ORG Partners LLC 0.02% Reduce -51.3% 2,385 $73K
Gold Investment Management Ltd. 0.03% No change 2,328 $72K
Advantage Trust Co 0.04% No change 2,215 $69K
MPWM Advisory Solutions, LLC 0.05% Reduce -1.8% 2,200 $68K
North Star Investment Management Corp. 0.00% No change 2,170 $67K
Lowe Wealth Advisors, LLC 0.03% No change 2,116 $66K
Community Bank, N.A. 0.01% No change 2,110 $65K
Caldwell Trust Co 0.01% Add +92.5% 2,081 $64K
Pacific Center for Financial Services 0.02% No change 2,056 $64K
Crowley Wealth Management, Inc. 0.06% No change 2,050 $64K
NBT Bank, N.A. 0.00% No change 2,180 $63K
Vision Financial Markets LLC 0.07% No change 2,000 $62K
Pingora Partners LLC 0.05% No change 2,000 $62K
Monetary Management Group Inc. 0.02% No change 2,000 $62K
Mascoma Wealth Management LLC 0.02% No change 1,974 $61K
Tsfg, LLC 0.01% No change 1,980 $61K
IAG Wealth Partners, LLC 0.01% Add +59.5% 1,955 $61K
Towne Trust Company, N.A 0.02% No change 1,925 $60K
Logan Capital Management Inc. 0.00% No change 1,921 $60K
First Community Trust NA 0.05% No change 1,905 $59K
Darwin Wealth Management, LLC 0.02% No change 2,189 $58K
Glass Jacobson Investment Advisors llc 0.02% No change 2,180 $57K
Gables Capital Management Inc. 0.03% No change 1,800 $56K
Spectrum Wealth Counsel, LLC 0.01% Add +1.1% 1,786 $55K
Stonebridge Financial Group, LLC 0.01% Add +61.9% 1,781 $55K
SOA Wealth Advisors, LLC. 0.01% No change 1,768 $55K
Centricity Wealth Management, LLC 0.05% No change 1,751 $54K
Plante Moran Financial Advisors, LLC 0.00% No change 1,700 $53K
Financial Network Wealth Advisors LLC 0.07% Add +62.1% 1,668 $52K
Vermillion & White Wealth Management Group, LLC 0.04% No change 1,655 $51K
SWAN Capital LLC 0.02% No change 1,555 $48K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,550 $48K
Proffitt & Goodson Inc. 0.01% No change 1,550 $48K
Capital Analysts, LLC 0.00% Reduce -59.9% 1,557 $48K
Archer Investment Corp 0.01% No change 1,529 $47K
Belmont Capital, LLC 0.01% No change 1,501 $47K
von Borstel & Associates, Inc. 0.01% New 1,500 $46K
Johnson Financial Group, Inc. 0.00% Add +227.3% 1,440 $45K
Fortis Group Advisors, LLC 0.01% No change 1,378 $43K
Stephens Consulting, LLC 0.01% No change 1,374 $43K
GAMMA Investing LLC 0.00% New 1,366 $42K
HHM Wealth Advisors, LLC 0.01% Reduce -13.3% 1,310 $41K
West Oak Capital, LLC 0.02% No change 1,295 $40K
Smartleaf Asset Management LLC 0.00% Reduce -0.8% 1,271 $39K
Cornerstone Planning Group LLC 0.01% No change 1,281 $39K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -68.8% 1,250 $39K
Armstrong Advisory Group, Inc. 0.00% No change 1,459 $38K
Beacon Capital Management, LLC 0.01% No change 1,236 $38K
Colonial Trust Co / SC 0.01% No change 1,234 $38K
GeoWealth Management, LLC 0.00% Reduce -83.6% 1,231 $38K
Nova Wealth Management, Inc. 0.03% No change 1,210 $37K
Quadrant Capital Group LLC 0.00% No change 1,200 $37K
Vermillion Wealth Management, Inc. 0.01% Add +1.4% 1,192 $37K
Duncker Streett & Co. Inc. 0.01% Reduce -56.0% 1,181 $37K
Dogwood Wealth Management LLC 0.02% No change 1,128 $35K
Asset Dedication, LLC 0.00% No change 1,109 $34K
Toth Financial Advisory Corp. 0.00% No change 1,095 $34K
Atticus Wealth Management, LLC 0.01% No change 1,066 $33K
Richardson Capital Management LLC 0.02% No change 1,035 $32K
FNY Investment Advisers, LLC 0.02% New 1,045 $32K
Beaird Harris Wealth Management, LLC 0.00% No change 1,020 $32K
Coldstream Capital Management Inc. 0.00% New 1,011 $31K
Anderson Financial Strategies, LLC 0.02% No change 1,000 $31K
Kentucky Trust Co 0.02% Add +185.7% 1,000 $31K
Trifecta Capital Advisors, LLC 0.01% New 1,000 $31K
Abound Wealth Management 0.01% No change 980 $30K
McClarren Financial Advisors, Inc. 0.02% Reduce -97.0% 30 $30K
Granite FO LLC 0.02% No change 950 $29K
Old Second National Bank of Aurora 0.01% No change 886 $27K
Millstone Evans Group, LLC 0.02% No change 885 $27K
Godsey & Gibb, Inc. 0.00% No change 875 $27K
Compass Wealth Management LLC 0.01% No change 854 $26K
Richards, Merrill & Peterson, Inc. 0.01% No change 850 $26K
Burkett Financial Services, LLC 0.01% No change 833 $26K
Horizons Wealth Management 0.02% No change 812 $25K
First United Bank & Trust 0.01% No change 805 $25K
Financial Management Professionals, Inc. 0.00% Add +14.4% 803 $25K
Smallwood Wealth Investment Management, LLC 0.02% New 800 $25K
Keystone Financial Group, Inc. 0.02% No change 810 $24K
Financial Gravity Asset Management, Inc. 0.01% — 786 $24K
CX Institutional 0.00% Reduce -91.6% 778 $24K
Essex Investment Management Co. LLC 0.01% No change 771 $24K
Safe Harbor Fiduciary, LLC 0.02% No change 750 $23K
General Partner, Inc. 0.02% No change 750 $23K
American Capital Advisory, LLC 0.01% No change 727 $23K
DiNuzzo Private Wealth, Inc. 0.00% Add +380.0% 720 $22K
Nexus Investment Management ULC 0.00% New 500 $22K
Bellwether Advisors, LLC 0.00% Add +250.0% 700 $22K
Graybill Wealth Management, LTD. 0.01% — 665 $21K
LRI Investments, LLC 0.00% No change 638 $20K
Wealth Preservation Advisors, LLC 0.01% — 610 $19K
Hara Capital LLC 0.01% No change 600 $19K
Prestige Wealth Management Group LLC 0.00% No change 600 $19K
Elequin Capital, LP 0.00% Reduce -33.3% 595 $18K
Bellevue Asset Management, LLC 0.01% No change 568 $18K
Runnymede Capital Advisors, Inc. 0.02% No change 562 $17K
Toronto Dominion Bank 0.00% Reduce -100.0% 561 $17K
Westside Investment Management, Inc. 0.00% Add +39.0% 556 $17K
Flagship Wealth Advisors, LLC 0.01% No change 550 $17K
Clearstead Trust, LLC 0.00% No change 522 $16K
Crewe Advisors LLC 0.00% No change 516 $16K
Crews Bank & Trust 0.00% No change 500 $15K
SouthState Bank Corp 0.00% New 500 $15K
Noble Wealth Management PBC 0.01% No change 491 $15K
SJS Investment Consulting Inc. 0.00% No change 481 $15K
Broadwater Capital Management LLC 0.01% No change 481 $15K
Cranbrook Wealth Management, LLC 0.00% Reduce -9.0% 463 $14K
Atala Financial Inc 0.01% No change 462 $14K
Promus Capital, LLC 0.01% New 454 $14K
Washington Trust Advisors, Inc. 0.00% No change 450 $14K
Quest 10 Wealth Builders, Inc. 0.01% No change 430 $13K
Binnacle Investments Inc 0.01% — 430 $13K
MeadowBrook Investment Advisors LLC 0.01% No change 425 $13K
Salem Investment Counselors Inc. 0.00% No change 420 $13K
MCF Advisors LLC 0.00% No change 392 $12K
Fairscale Capital, LLC 0.01% No change 390 $12K
Garde Capital, Inc. 0.00% New 381 $12K
Strengthening Families & Communities, LLC 0.01% Reduce -92.1% 377 $11K
Founders Capital Management 0.01% Add +41.7% 340 $11K
Flaharty Asset Management, LLC 0.00% New 334 $10K
Kozak & Associates, Inc. 0.00% New 350 $10K
Delta Asset Management LLC 0.00% No change 330 $10K
Semmax Financial Advisors Inc. 0.00% New 341 $10K
Eastern Bank 0.00% No change 327 $10K
WealthTrak Capital Management LLC 0.01% Add +0.3% 315 $10K
Cape Investment Advisory, Inc. 0.00% Add +946.7% 314 $10K
Kessler Investment Group, LLC 0.00% No change 312 $10K
Louisbourg Investments Inc. 0.00% No change 300 $9K
REAP Financial Group, LLC 0.00% No change 300 $9K
Stone House Investment Management, LLC 0.00% New 295 $9K
NFSG Corp 0.00% Reduce -71.9% 284 $9K
Redwood Park Advisors LLC 0.01% No change 250 $8K
Aviso Financial Inc. 0.00% Reduce -50.0% 250 $8K
Barrett & Company, Inc. 0.00% No change 200 $6K
Financial Perspectives, Inc 0.00% No change 200 $6K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $6K
HWG Holdings LP 0.00% New 180 $6K
Horrell Capital Management, Inc. 0.00% No change 180 $6K
Medallion Wealth Advisors, LLC 0.00% No change 174 $5K
Cedar Mountain Advisors, LLC 0.00% No change 170 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 155 $5K
Byrne Asset Management LLC 0.00% No change 160 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 160 $5K
Nvwm, LLC 0.00% No change 155 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $5K
Abound Financial, LLC 0.00% New 134 $4K
Grove Bank & Trust 0.00% No change 133 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $4K
HM Payson & Co. 0.00% No change 116 $4K
Christopher J. Hasenberg, Inc 0.00% No change 110 $3K
Tower Research Capital LLC (TRC) 0.00% New 107 $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
AllSquare Wealth Management LLC 0.00% No change 95 $3K
Lummis Asset Management, LP 0.00% New 85 $3K
Anchor Investment Management, LLC 0.00% No change 80 $2K
New Millennium Group LLC 0.00% No change 71 $2K
Bernard Wealth Management Corp. 0.00% Reduce -95.5% 63 $2K
Lord & Richards Wealth Management, LLC 0.00% New 58 $2K
Cypress Capital Management LLC (WY) 0.00% No change 50 $2K
Legacy Wealth Managment, LLC 0.00% New 40 $1K
Schonfeld Strategic Advisors LLC 0.00% No change 38 $1K
Murphy & Mullick Capital Management Corp 0.00% No change 35 $1K
Tradewinds Capital Management, LLC 0.00% Reduce -99.7% 25 $775
Park Square Financial Group, LLC 0.00% Reduce -74.7% 21 $651
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $620
Wood Tarver Financial Group, LLC 0.00% No change 18 $558
Horizon Investments, LLC 0.00% No change 16 $496
Perritt Capital Management Inc 0.00% Reduce -50.0% 10 $310
Prudent Man Investment Management, Inc. 0.00% No change 10 $264
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $217

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