iShares Silver TrustSLVETF

13F holders, Q2 2025 (June 30)
1,078holders +66
149new positions
85sold out
3famous investors
$32.84avg. 13F price*

At the end of Q2 2025, 1,078 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 66 from Q1 2025. 149 opened new positions and 85 sold out. The largest holders were UBS Group AG ($574.7M), Morgan Stanley ($567.5M) and Bank of America Corp. ($323.1M). 3 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions149$370.6M
Exits85$137.2M

All 13F filers, Q1 2025 → Q2 2025: 34,758,916 shares bought and 38,670,067 shares sold, net −3,911,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,078 holders

UBS Group AG 0.12% Add +45.5% 17,514,991 $574.7M
Morgan Stanley 0.04% Add +9.3% 17,296,777 $567.5M
Bank of America Corp. 0.03% Reduce -0.8% 9,847,839 $323.1M
LPL Financial LLC 0.09% Add +0.4% 7,860,582 $257.9M
Wells Fargo & Company 0.04% Add +20.7% 5,916,048 $194.1M
BNP Paribas Financial Markets 0.08% Reduce -33.0% 3,178,464 $104.3M
Meitav Investment House Ltd. 1.32% Add +5.4% 2,972,600 $97.6M
SG Americas Securities, LLC 0.42% Reduce -24.5% 2,884,965 $94.7M
Royal Bank of Canada 0.02% Add +35.6% 2,673,144 $87.7M
Raymond James Financial Inc. 0.03% Add +1.0% 2,472,356 $81.1M
Jane Street Group, LLC 0.12% Reduce -91.8% 2,193,858 $72.0M
Ameriprise Financial Inc. 0.02% Reduce -19.4% 2,102,558 $69.0M
JPMorgan Chase & Co. 0.00% Add +55.6% 2,005,028 $65.8M
Commonwealth Equity Services, LLC 0.09% Reduce -5.2% 1,996,696 $65.5M
Goldman Sachs Group Inc. 0.01% Add +37.7% 1,953,024 $64.1M
Nwi Management LP 5.51% Add +7216.0% 1,829,000 $60.0M
HighTower Advisors, LLC 0.07% Reduce -4.1% 1,655,603 $54.3M
Stifel Financial Corp. 0.05% Add +67.0% 1,478,772 $48.5M
IMC-Chicago, LLC 1.21% Reduce -33.5% 1,476,261 $48.4M
Marshall Wace, LLP 0.06% Add +67.5% 1,407,196 $46.2M
Envestnet Asset Management Inc. 0.01% Add +27.5% 1,372,143 $45.0M
Cetera Investment Advisers 0.07% Add +4.5% 1,290,663 $42.3M
Osaic Holdings, Inc. 0.07% Add +11.9% 1,133,120 $37.1M
Ion Asset Management Ltd. 2.22% Add +1.2% 1,119,400 $36.7M
Bleakley Financial Group, LLC 0.90% Add +2.4% 1,079,421 $35.4M
Saudi Central Bank 1.25% New 932,000 $30.6M
Money Design Co.,Ltd. 1.49% Add +20.1% 918,258 $30.1M
Guggenheim Capital LLC 0.24% Add +1557.6% 914,527 $30.0M
GLOBALT Investments LLC / GA 1.13% New 897,855 $29.5M
MML Investors Services, LLC 0.08% Add +95.0% 881,588 $28.9M
Tudor Investment Corporation 0.22% Add +63.6% 875,181 $28.7M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -18.2% 868,401 $28.5M
Cibc World Markets Corp. 0.19% New 853,160 $28.0M
1832 Asset Management L.P. 0.05% New 812,052 $26.6M
Yong Rong (HK) Asset Management Ltd 6.33% Add +320.6% 800,000 $26.2M
National Bank of Canada 0.03% Add +6.0% 795,947 $26.1M
Cadence Wealth Management LLC 15.72% Add +2.1% 724,150 $23.8M
Richard C. Young & CO., LTD. 2.29% Reduce -0.8% 706,560 $23.2M
Baird Financial Group, Inc. 0.04% Reduce -4.6% 706,416 $23.2M
Bank of New York Mellon Corp 0.00% Add +54.0% 701,734 $23.0M
Corecam Pte. Ltd. 12.88% Reduce -17.3% 697,000 $22.9M
Foundations Investment Advisors, LLC 0.36% Add +30.0% 696,240 $22.8M
Kestra Advisory Services, LLC 0.11% Add +15.7% 694,120 $22.8M
Mackenzie Financial Corp. 0.03% Reduce -12.7% 684,625 $22.5M
Carrhae Capital LLP 2.06% Add +13.8% 656,743 $21.5M
NorthCoast Asset Management LLC 0.09% Add +4102.4% 654,650 $21.5M
DRW Securities, LLC 1.46% New 634,276 $20.8M
Permanens Capital L.P. 2.77% New 618,578 $20.3M
PEAK6 LLC 0.68% New 606,386 $19.9M
Trek Financial, LLC 1.33% Add +23.1% 602,810 $19.8M
NewEdge Advisors, LLC 0.10% Add +45.5% 619,500 $19.6M
Manufacturers Life Insurance Company, The 0.02% New 536,316 $17.6M
Great Valley Advisor Group, Inc. 0.38% Add +1133.5% 526,970 $17.3M
Faithward Advisors, LLC 2.46% Add +0.9% 483,546 $15.9M
Kaydan Wealth Management, Inc. 5.12% Reduce -1.9% 476,443 $15.6M
RIA Advisory Group LLC 4.51% Reduce -7.1% 467,441 $15.3M
Susquehanna International Group, LLP 0.02% Reduce -20.1% 464,842 $15.3M
Teacher Retirement System of Texas 0.06% New 450,000 $14.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -16.7% 450,000 $14.7M
Carrera Capital Advisors 2.93% Add +4.1% 443,095 $14.5M
Private Advisor Group, LLC 0.08% Reduce -9.2% 436,669 $14.3M
AMG National Trust Bank 0.38% Reduce -0.2% 436,153 $14.3M
Bank of Montreal 0.01% Add +50.8% 432,299 $14.2M
Northeast Planning Associates, Inc. / NH / 12.78% Reduce -0.3% 423,042 $13.9M
Truist Financial Corp. 0.02% Add +15.2% 422,307 $13.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.2% 407,457 $13.4M
Debussy Capital Management LP 1.96% Reduce -2.0% 397,518 $13.0M
Insigneo Advisory Services, LLC 1.10% Reduce -1.2% 389,932 $12.8M
New Harbor Financial Group, LLC 2.86% Add +3176.9% 380,448 $12.5M
Twin Tree Management, LP 0.31% New 376,046 $12.3M
Proficio Capital Partners LLC 0.75% Add +39.5% 365,975 $12.0M
Janney Montgomery Scott LLC 0.03% Reduce -51.1% 357,685 $11.7M
Concentric Capital Strategies, LP 0.66% New 355,563 $11.7M
Caliber Wealth Management, LLC / KS 1.22% Reduce -8.1% 346,785 $11.4M
Barclays PLC 0.00% Add +90.6% 327,779 $10.8M
Steward Partners Investment Advisory, LLC 0.08% Add +26.4% 323,749 $10.6M
Synovus Financial Corp. 0.13% Add +107.0% 315,964 $10.4M
Captrust Financial Advisors 0.02% Add +4.1% 313,213 $10.3M
Chicago Wealth Management, Inc. 4.78% Reduce -1.1% 305,671 $10.0M
Ariose Capital Management Ltd 6.28% New 302,937 $9.9M
Cresset Asset Management, LLC 0.05% Reduce -3.4% 296,136 $9.7M
Cerity Partners LLC 0.02% Reduce -0.4% 294,089 $9.6M
Jones Financial Companies LLLP 0.01% Add +39.0% 292,905 $9.6M
Maplelane Capital, LLC 0.59% No change 290,000 $9.5M
RFG Advisory, LLC 0.22% Add +138.8% 283,295 $9.3M
Citigroup Inc. 0.01% Reduce -24.2% 280,501 $9.2M
Arkadios Wealth Advisors 0.27% Add +39.3% 272,118 $8.9M
Cercano Management LLC 0.25% Reduce -30.3% 270,859 $8.9M
Rockefeller Capital Management L.P. 0.02% Add +40.0% 253,657 $8.3M
PenderFund Capital Management Ltd. 4.58% New 250,000 $8.2M
IHT Wealth Management, LLC 0.22% Add +16.7% 243,963 $8.0M
Innovative Advisory Group, LLC 6.79% Add +4.1% 241,444 $7.9M
Integrated Wealth Concepts LLC 0.08% Add +84.2% 237,760 $7.8M
Capital Wealth Planning, LLC 0.06% Add +156.5% 233,389 $7.7M
Arkos Global Advisors 1.05% Add +73.6% 231,466 $7.6M
Ariadne Wealth Management, LP 3.61% No change 215,850 $7.6M
ARS Wealth Advisors Group, LLC 0.86% Add +1.2% 228,094 $7.5M
Mariner, LLC 0.01% Add +8.5% 224,061 $7.4M
Agf Management Ltd. 0.03% New 218,400 $7.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.5% 211,658 $7.1M
Marex Group Ltd 0.13% Reduce -62.9% 214,668 $7.0M
Quantitative Investment Management, LLC 0.92% Reduce -40.6% 208,453 $6.8M
Altfest L J & Co. Inc. 0.80% Add +63.8% 206,929 $6.8M
Twelve Points Wealth Management LLC 1.80% New 204,249 $6.7M
Lake Hills Wealth Management, LLC 3.81% New 202,837 $6.7M
Augustine Asset Management Inc. 1.78% Add +1.9% 202,735 $6.7M
Cypress Capital Group 0.82% Add +82.9% 201,700 $6.6M
Itau Unibanco Holding S.A. 0.25% New 69,026 $6.6M
Oxbow Advisors, LLC 0.73% Reduce -46.9% 201,092 $6.6M
Sagil Capital LLP 3.53% New 200,000 $6.6M
LMR Partners LLP 0.15% Reduce 0.0% 200,000 $6.6M
Adage Capital Partners Gp, L.L.C. 0.01% New 200,000 $6.6M
Renaissance Technologies 0.01% Add +148.7% 196,000 $6.4M
Equitable Holdings, Inc. 0.05% Add +62.3% 194,198 $6.4M
WESCAP Management Group, Inc. 1.44% Add +95.7% 193,155 $6.3M
Meridian Wealth Management, LLC 0.27% Reduce -0.4% 191,899 $6.3M
Oppenheimer & Co. Inc. 0.08% Add +0.7% 191,079 $6.3M
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 191,079 $6.3M
Nations Financial Group Inc, /Ia/ 0.43% Add +3.4% 190,950 $6.3M
Creative Planning 0.01% Add +3.4% 190,678 $6.3M
Mutual Advisors, LLC 0.15% Add +3.6% 177,262 $6.1M
NTV Asset Management LLC 0.73% Reduce -2.3% 187,113 $6.1M
Belvedere Trading LLC 0.48% New 186,270 $6.1M
Bank of Nova Scotia 0.01% Reduce -3.9% 185,579 $6.1M
Prospera Financial Services Inc 0.11% Add +29.4% 185,333 $6.1M
Wealthfront Advisers LLC 0.02% Add +22.7% 184,498 $6.1M
Cwm, LLC 0.02% Add +1.4% 182,038 $6.0M
Guidance Capital, Inc. 1.67% Reduce -3.3% 174,218 $5.9M
Mainstay Capital Management LLC 0.28% Add +1824.7% 172,801 $5.7M
Sowell Financial Services LLC 0.23% Add +97.8% 171,728 $5.6M
Beacon Pointe Advisors, LLC 0.06% Add +4.3% 171,129 $5.6M
DAVENPORT & Co LLC 0.03% Reduce -0.3% 169,184 $5.6M
Arnhold LLC 0.51% No change 169,060 $5.5M
Fifth Third Securities, Inc. 0.41% Add +25.1% 165,652 $5.4M
Evoke Wealth, LLC 0.13% Add +28.5% 165,184 $5.4M
Canton Hathaway, LLC 1.08% Add +21.4% 161,714 $5.3M
US Bancorp \de 0.01% Reduce -14.3% 160,926 $5.3M
Millennium Management 0.00% Reduce -46.8% 159,208 $5.2M
HRT Financial LP 0.02% Add +709.5% 159,179 $5.2M
Clark Capital Management Group, Inc. 0.04% Reduce -2.3% 157,388 $5.2M
Moss Adams Wealth Advisors LLC 0.46% New 154,482 $5.1M
Comerica Bank 0.02% Add +78.3% 154,204 $5.1M
Independent Financial Group, LLC 0.14% Add +55.2% 153,797 $5.0M
Keel Point, LLC 0.33% Reduce -9.6% 152,176 $5.0M
Sigma Planning Corp 0.15% Add +41.8% 152,007 $5.0M
Agp Franklin, LLC 2.59% Add +1.1% 149,006 $4.9M
Advisory Services Network, LLC 0.08% Reduce -2.5% 144,387 $4.8M
Sprott Inc. 0.24% Reduce -39.4% 145,628 $4.8M
Financial Sense Advisors, Inc. 1.16% Add +180.4% 143,473 $4.7M
Tactive Advisors, LLC 1.51% — 142,768 $4.7M
Nwam LLC 0.27% New 137,626 $4.6M
Stephens Inc. 0.06% Reduce -0.7% 139,701 $4.6M
Stratos Wealth Partners, LTD. 0.06% Reduce -0.1% 137,913 $4.5M
&partners 0.03% Add +38.0% 138,477 $4.5M
Consolidated Portfolio Review Corp 0.61% Add +15.3% 135,172 $4.4M
CWA Asset Management Group, LLC 0.18% Add +7.4% 130,831 $4.3M
Avantax Advisory Services, Inc. 0.02% Add +32.1% 130,316 $4.3M
BTG Pactual Asset Management US LLC 0.57% New 128,217 $4.2M
Lesa Sroufe & Co 3.83% Add +1.2% 127,180 $4.2M
Focus Partners Wealth 0.01% Add +11.9% 126,793 $4.2M
Nkcfo LLC 1.72% No change 125,400 $4.1M
Scotia Capital Inc. 0.02% Add +125.8% 124,966 $4.1M
Private Harbour Investment Management & Counsel, LLC 4.19% Reduce -0.6% 123,402 $4.0M
Point72 Europe (London) LLP 0.21% Reduce -25.6% 121,473 $4.0M
U.S. Capital Wealth Advisors, LLC 0.12% Add +16.1% 121,285 $4.0M
D.A. Davidson & Co. 0.03% Add +36.0% 120,175 $3.9M
Seven Post Investment Office LP 1.48% No change 119,501 $3.9M
CreativeOne Wealth, LLC 0.10% Add +189.0% 117,502 $3.9M
Stratos Investment Management, LLC 0.17% Add +41.0% 115,043 $3.8M
NWF Advisory Services Inc. 0.45% Reduce -5.3% 114,560 $3.8M
SBI Securities Co., Ltd. 0.11% Reduce -25.3% 113,586 $3.7M
Fielder Capital Group LLC 0.99% Reduce -7.1% 113,296 $3.7M
Snowden Capital Advisors LLC 0.11% Reduce -0.2% 110,337 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -5.8% 110,300 $3.6M
Members Advisory Group LLC 1.34% Reduce -1.2% 109,022 $3.6M
Kiker Wealth Management, LLC 2.02% Reduce -0.3% 108,982 $3.6M
Global Retirement Partners, LLC 0.09% — 108,902 $3.6M
Wealthcare Advisory Partners LLC 0.08% Add +28.1% 108,507 $3.6M
Financial Advocates Investment Management 0.28% Reduce -23.0% 104,147 $3.4M
Vontobel Holding Ltd. 0.01% Reduce -2.9% 103,238 $3.4M
Independent Wealth Network Inc. 1.23% Add +9.8% 103,160 $3.4M
Private Wealth Advisors, LLC 1.32% Reduce -0.4% 102,780 $3.4M
Pettinga Financial Advisors LLC 0.73% Reduce -1.8% 101,972 $3.3M
Brookstone Capital Management 0.04% Add +14.0% 101,617 $3.3M
Mgo One Seven LLC 0.11% Add +97.8% 101,507 $3.3M
Independent Advisor Alliance 0.10% Add +7.3% 101,259 $3.3M
Jefferies Financial Group Inc. 0.06% New 100,763 $3.3M
DCF Advisers, LLC 1.58% No change 100,000 $3.3M
Belpointe Asset Management LLC 0.14% Add +441.5% 99,862 $3.3M
Private Wealth Asset Management, LLC 0.43% No change 99,420 $3.3M
TD Waterhouse Canada Inc. 0.02% Add +49.9% 98,973 $3.2M
Mercer Global Advisors Inc. 0.01% Add +6.8% 97,966 $3.2M
Capula Management Ltd 0.04% Add +1030.5% 96,197 $3.2M
Jamison Private Wealth Management, Inc. 0.45% No change 95,488 $3.1M
Fifth Third Bancorp 0.01% Add +3.1% 94,666 $3.1M
Wellington Management Group LLP 0.00% New 93,962 $3.1M
Empirical Asset Management, LLC 0.95% Add +3.1% 93,230 $3.1M
Principal Financial Group Inc. 0.00% New 92,560 $3.0M
Ameritas Advisory Services, LLC 0.16% Reduce -6.8% 92,480 $3.0M
EP Wealth Advisors, LLC 0.02% Add +10.2% 91,992 $3.0M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -13.3% 91,519 $3.0M
Evanson Asset Management, LLC 0.19% Reduce -0.8% 91,043 $3.0M
Headlands Technologies LLC 0.36% Add +28.9% 90,583 $3.0M
RoundAngle Advisors LLC 2.48% Reduce -0.4% 90,421 $3.0M
Sugar Maple Asset Management, LLC 2.31% Reduce -2.0% 90,334 $3.0M
Stevens Capital Management LP 0.80% Add +36.1% 90,100 $3.0M
Smith, Moore & Co. 0.25% Reduce -1.1% 89,655 $2.9M
Robinson Value Management, Ltd. 1.85% Reduce -3.8% 89,592 $2.9M
LifeWealth Investments, LLC 1.06% Add +17.8% 89,268 $2.9M
Barnes Dennig Private Wealth Management LLC 3.49% Reduce -4.2% 88,709 $2.9M
Atria Wealth Solutions, Inc. 0.07% Reduce -71.7% 88,111 $2.9M
Cacti Asset Management LLC 0.21% No change 88,600 $2.9M
Bfsg, LLC 0.32% Add +0.1% 87,232 $2.9M
CENTRAL TRUST Co 0.07% Reduce -2.0% 87,048 $2.9M
Chesley Taft & Associates LLC 0.13% Add +1.4% 86,850 $2.8M
J.W. Cole Advisors, Inc. 0.06% Add +33.5% 86,537 $2.8M
Sovran Advisors, LLC 0.29% Reduce -1.8% 83,261 $2.8M
Leavell Investment Management, Inc. 0.12% Reduce -1.2% 84,078 $2.8M
Chelsea Counsel Co. 1.37% No change 84,000 $2.8M
Principia Wealth Advisory, LLC 2.32% Reduce -8.0% 83,401 $2.7M
Assetmark, Inc. 0.01% Add +24.8% 83,232 $2.7M
Cornerstone Wealth Management, LLC 0.16% Add +60.9% 82,056 $2.7M
Elevation Point Wealth Partners, LLC 0.21% Add +1.3% 81,853 $2.7M
Arete Wealth Advisors, LLC 0.19% Add +15.6% 81,782 $2.7M
CI Investments Inc. 0.01% No change 81,000 $2.7M
Knoll Capital Management, LLC 1.87% No change 80,000 $2.6M
Dorsey Wright & Associates 0.61% Add +1.2% 78,481 $2.6M
Primoris Wealth Advisors, LLC 1.74% Add +310.2% 77,830 $2.6M
Allworth Financial LP 0.01% Reduce -1.7% 76,326 $2.5M
Squarepoint Ops LLC 0.01% New 74,445 $2.4M
Focus Financial Network, Inc. 0.10% Add +247.2% 74,196 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +0.9% 73,012 $2.4M
Armor Advisors, L.L.C. 2.37% Reduce -19.4% 72,777 $2.4M
Strategic Blueprint, LLC 0.12% Add +214.2% 72,510 $2.4M
Cadent Capital Advisors, LLC 0.77% Reduce -21.5% 71,784 $2.4M
PGIM Custom Harvest LLC 0.05% Reduce -1.1% 71,567 $2.3M
Arvest Investments, Inc. 0.35% Reduce -1.9% 70,546 $2.3M
Northern Trust Corp. 0.00% Add +87.8% 70,517 $2.3M
Williams & Novak, LLC 1.96% Reduce -2.0% 70,249 $2.3M
Perennial Investment Advisors, LLC 0.22% Add +108.0% 70,163 $2.3M
Wilmar Advisors LLC 2.20% Reduce -14.6% 70,000 $2.3M
Concurrent Investment Advisors, LLC 0.04% Add +52.5% 69,384 $2.3M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -10.7% 69,046 $2.3M
HB Wealth Management, LLC 0.02% Reduce -12.9% 69,008 $2.3M
Wellington Shields Capital Management, LLC 0.38% Add +2.9% 68,602 $2.3M
Glenmede Investment Management, LP 0.01% — 68,292 $2.2M
Dynamic Advisor Solutions LLC 0.07% Add +7.5% 67,758 $2.2M
China Universal Asset Management Co., Ltd. 0.20% Add +482.5% 66,400 $2.2M
Encompass More Asset Management 0.50% Add +37.9% 65,640 $2.2M
Farther Finance Advisors, LLC 0.04% Add +674.1% 65,511 $2.1M
Inspire Trust Co, N.A. 0.44% Add +8.3% 65,000 $2.1M
GK Wealth Management LLC 2.12% Add +7.3% 64,931 $2.1M
Jackson Hole Capital Partners, LLC 0.39% No change 64,829 $2.1M
Simmons Bank 0.15% Reduce -0.1% 64,632 $2.1M
Sig Brokerage, LP 0.58% Reduce -65.0% 64,541 $2.1M
MAI Capital Management 0.01% Add +2.4% 63,637 $2.1M
Qube Research & Technologies Ltd 0.00% Add +54.7% 63,601 $2.1M
World Investment Advisors 0.05% Reduce -8.8% 63,491 $2.1M
Pallas Capital Advisors LLC 0.08% Reduce -0.2% 63,350 $2.1M
Midwest Trust Co 0.03% — 63,209 $2.1M
Rik Saylor Financial, Inc. 1.57% New 62,048 $2.0M
Centaurus Financial, Inc. 0.12% Reduce -30.2% 61,880 $2.0M
Cushing Capital Partners, LLC 1.71% Reduce -0.6% 61,699 $2.0M
Vanguard Capital Wealth Advisors 2.01% Add +151.7% 61,676 $2.0M
Southeast Asset Advisors, LLC 0.24% No change 60,915 $2.0M
Symphony Financial, Ltd. Co. 0.26% New 59,444 $2.0M
CW Advisors, LLC 0.02% Add +114.3% 59,927 $2.0M
XTX Topco Ltd 0.08% New 59,904 $2.0M
IFC Advisors LLC 0.36% New 59,418 $1.9M
Harvest Investment Services, LLC 0.44% Add +47.2% 59,378 $1.9M
Associated Banc-Corp 0.06% Reduce -0.1% 59,317 $1.9M
Blue Trust, Inc. 0.02% Reduce -0.5% 59,099 $1.9M
Fox Hill Wealth Management 0.99% Reduce -1.0% 58,836 $1.9M
MGB Wealth Management, LLC 0.64% Add +81.7% 58,956 $1.9M
Kingsview Wealth Management, LLC 0.03% Reduce -21.7% 57,665 $1.9M
James Investment Research, Inc. 0.22% Reduce -1.3% 56,508 $1.9M
IMG Wealth Management, Inc. 1.44% Reduce -8.7% 56,483 $1.9M
Intellectus Partners, LLC 0.40% Reduce -5.8% 55,985 $1.8M
Regions Financial Corp. 0.01% Reduce -0.4% 55,596 $1.8M
Capstone Wealth Management Group LLC 1.32% Add +5.8% 55,364 $1.8M
Pekin Hardy Strauss, Inc. 0.21% Reduce -5.2% 55,265 $1.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -10.4% 54,843 $1.8M
Caitlin John, LLC 1.63% Reduce -24.4% 54,588 $1.8M
Journey Strategic Wealth LLC 0.06% Add +51.3% 54,419 $1.8M
Axxcess Wealth Management, LLC 0.04% Reduce -25.7% 54,242 $1.8M
Avior Wealth Management, LLC 0.06% Reduce -7.8% 54,167 $1.8M
Banco BTG Pactual S.A. 0.36% Reduce -61.7% 54,110 $1.8M
Level Four Advisory Services, LLC 0.07% Add +66.5% 54,080 $1.8M
Quadrature Capital Ltd 0.03% Reduce -94.1% 53,606 $1.8M
Kestra Private Wealth Services, LLC 0.03% Add +33.7% 53,297 $1.7M
ROI Financial Advisors, LLC 1.11% Add +18.3% 53,219 $1.7M
Intellus Advisors LLC 0.26% Add +13.3% 52,844 $1.7M
Basso Capital Management, L.P. 1.28% Add +58.7% 52,733 $1.7M
Strategic Investment Solutions, Inc. 0.52% Add +66.6% 52,215 $1.7M
Centennial Wealth Advisory LLC 0.54% Reduce -3.3% 52,034 $1.7M
AE Wealth Management LLC 0.01% Reduce -24.8% 51,771 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +3.9% 51,369 $1.7M
Kercheville Advisors, LLC 0.58% Add +280.9% 51,200 $1.7M
Summit Financial, LLC 0.04% Add +35.5% 50,791 $1.7M
Toronto Dominion Bank 0.00% Add +8933.5% 50,678 $1.7M
Miller Financial Services LLC 2.12% Add +8.7% 50,597 $1.7M
Moors & Cabot, Inc. 0.08% Add +11.4% 50,304 $1.7M
Professional Financial Advisors, LLC 0.38% Add +3.4% 50,100 $1.6M
GFS Advisors, LLC 0.22% No change 49,992 $1.6M
Cibc World Market Inc. 0.00% Reduce -61.1% 49,696 $1.6M
Mezzasalma Advisors, LLC 0.49% Add +0.1% 49,582 $1.6M
TD Private Client Wealth LLC 0.04% Add +212.5% 49,282 $1.6M
Principal Securities, Inc. 0.03% Add +28.9% 49,163 $1.6M
Corient Private Wealth LP 0.00% Reduce -35.3% 48,684 $1.6M
Sound View Wealth Advisors Group, LLC 0.12% Add +0.7% 48,622 $1.6M
Florida Financial Advisors, LLC 0.38% Add +69.8% 48,054 $1.6M
HSBC Holdings PLC 0.00% Reduce -17.9% 48,000 $1.6M
One Charles Private Wealth Services, LLC 0.44% Reduce -2.3% 47,920 $1.6M
Bulltick Wealth Management, LLC 0.39% Add +96.1% 47,804 $1.6M
Mustico Financial Group, Inc. 1.45% — 45,737 $1.6M
M Holdings Securities, Inc. 0.27% Add +10.8% 47,711 $1.6M
AlTi Global, Inc. 0.04% New 47,287 $1.6M
Empire Financial Management Company, LLC 0.45% Add +248.0% 47,345 $1.6M
Avalon Capital Management 0.42% Add +3.0% 47,341 $1.6M
FineMark National Bank & Trust 0.05% Add +1.3% 47,168 $1.5M
Quaker Wealth Management, LLC 0.52% — 47,021 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +1.8% 46,838 $1.5M
CoreCap Advisors, LLC 0.06% Reduce -49.7% 46,743 $1.5M
Natixis 0.01% Reduce -17.4% 45,965 $1.5M
Ieq Capital, LLC 0.01% Add +251.6% 45,951 $1.5M
Meritage Portfolio Management 0.09% No change 45,394 $1.5M
Apollon Wealth Management, LLC 0.03% Add +1.1% 44,163 $1.4M
Park Avenue Securities LLC 0.01% Add +36.3% 44,023 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +6.9% 43,282 $1.4M
Fiduciary Alliance LLC 0.11% Add +162.9% 43,124 $1.4M
Investment Partners, LTD. 0.53% No change 42,900 $1.4M
Verity Asset Management, Inc. 0.67% Reduce -2.0% 42,821 $1.4M
Good Life Advisors, LLC 0.09% Add +1.7% 42,791 $1.4M
Wedbush Securities Inc. 0.05% Reduce -22.9% 42,718 $1.4M
Silver Oak Securities, Incorporated 0.12% Add +21.9% 42,685 $1.4M
Evergreen Capital Management LLC 0.04% Add +6.8% 41,328 $1.4M
Main Street Financial Solutions, LLC 0.10% Reduce -1.3% 41,016 $1.3M
Koshinski Asset Management, Inc. 0.10% Add +26.7% 40,866 $1.3M
M&T Bank Corp 0.00% No change 40,671 $1.3M
McCarter Private Wealth Services LLC 0.75% New 40,000 $1.3M
Militia Capital Partners, LP 0.62% New 40,000 $1.3M
Discipline Wealth Solutions, LLC 0.50% Add +15.7% 39,983 $1.3M
Daiwa Securities Group Inc. 0.00% Reduce -2.9% 39,850 $1.3M
Wealthspan Partners, LLC 0.54% Add +1.0% 39,704 $1.3M
Verition Fund Management LLC 0.01% No change 39,364 $1.3M
Clare Market Investments LLC 0.28% New 39,085 $1.3M
Lido Advisors, LLC 0.01% Add +15.8% 38,318 $1.3M
Brookwood Investment Group LLC 0.20% Add +1.3% 38,105 $1.3M
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 37,500 $1.2M
Elequin Capital, LP 0.39% Add +6153.8% 37,210 $1.2M
Evercore Wealth Management, LLC 0.02% No change 37,058 $1.2M
Sapient Capital LLC 0.02% Reduce -39.4% 36,979 $1.2M
PFG Investments, LLC 0.07% Reduce -2.9% 36,761 $1.2M
Farringdon Capital, Ltd. 0.40% Add +5.7% 36,375 $1.2M
Confluence Wealth Services, Inc. 0.07% Add +0.6% 36,290 $1.2M
Aegis Financial Corp. 0.68% Reduce -9.3% 35,383 $1.2M
Bard Associates Inc. 0.37% Reduce -0.6% 34,708 $1.1M
Ballew Advisors, Inc 0.67% Reduce -0.3% 33,881 $1.1M
Advisory Resource Group 0.22% New 34,529 $1.1M
Clear Creek Financial Management, LLC 0.11% New 34,526 $1.1M
First Command Advisory Services, Inc. 0.01% Add +3.0% 33,993 $1.1M
Choreo, LLC 0.02% Add +13.4% 33,903 $1.1M
E&G Advisors, LLC 0.29% Add +58.0% 33,845 $1.1M
Kingswood Wealth Advisors, LLC 0.09% Reduce -44.4% 33,832 $1.1M
Harbour Investments, Inc. 0.03% Add +9.9% 33,630 $1.1M
Evermay Wealth Management LLC 0.14% Reduce -1.9% 33,464 $1.1M
Alamea Verwaltungs GmbH 0.83% No change 33,460 $1.1M
Ehrlich Financial Group 0.70% Add +1.4% 33,001 $1.1M
SilverOak Wealth Management LLC 0.20% No change 32,681 $1.1M
Rahlfs Capital, LLC 0.98% Reduce -0.3% 32,500 $1.1M
Jaffetilchin Investment Partners, LLC 0.07% Add +9.8% 32,153 $1.1M
BCS Private Wealth Management, Inc. 0.40% — 32,100 $1.1M
Patten Group, Inc. 0.22% Add +9.1% 32,064 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -4.8% 31,947 $1.0M
Flagship Harbor Advisors, LLC 0.05% Reduce -40.5% 31,894 $1.0M
Bravias Capital Group, LLC 0.77% New 31,832 $1.0M
Kovack Advisors, Inc. 0.10% Reduce -0.9% 31,367 $1.0M
Commerce Bank 0.01% Add +38.3% 31,273 $1.0M
Tyler-Stone Wealth Management 0.16% Add +16.4% 31,200 $1.0M
Caption Management, LLC 0.09% No change 31,000 $1.0M
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -5.0% 30,701 $1.0M
Horizon Kinetics Asset Management LLC 0.01% No change 30,690 $1.0M
EverSource Wealth Advisors, LLC 0.05% Reduce -6.2% 30,656 $1.0M
WESPAC Advisors, LLC 0.70% Add +4.0% 30,643 $1.0M
Essex Financial Services, Inc. 0.07% Add +3.7% 30,638 $1.0M
Perigon Wealth Management, LLC 0.02% New 30,357 $996K
Rooted Wealth Advisors, Inc. 0.34% Add +5.5% 28,374 $994K
Ausdal Financial Partners, Inc. 0.07% Reduce -3.6% 30,167 $990K
Moneco Advisors, LLC 0.09% Add +43.2% 30,096 $987K
Argent Trust Co 0.04% Add +122.7% 30,042 $986K
Whittier Trust Co. 0.01% No change 30,045 $985K
Medici Capital LLC 1.12% No change 30,000 $984K
Stenham Asset Management Ltd 0.43% No change 30,000 $984K
SkyView Investment Advisors, LLC 0.14% Add +9.1% 30,000 $984K
Beaumont Financial Advisors, LLC 0.07% Reduce -2.2% 29,972 $983K
Clear Harbor Asset Management, LLC 0.07% Add +1.0% 29,760 $976K
Zhang Financial LLC 0.04% Reduce -0.8% 29,690 $974K
Personal Cfo Solutions, LLC 0.18% Add +18.9% 29,657 $973K
Harbor Investment Advisory, LLC 0.09% Reduce -0.3% 29,518 $968K
PFG Advisors 0.04% Add +3.6% 29,486 $967K
IFG Advisory, LLC 0.05% Add +19.8% 29,391 $964K
Aviance Capital Partners, LLC 0.13% No change 29,188 $958K
Cypress Wealth Services, LLC 0.17% No change 29,172 $957K
Rathbones Group PLC 0.00% No change 29,130 $956K
Freedom Investment Management, Inc. 0.08% Reduce -4.3% 29,094 $955K
VestGen Advisors, LLC 0.04% Add +167.6% 28,706 $954K
Well Done, LLC 0.18% Add +272.6% 28,860 $947K
Ingalls & Snyder LLC 0.03% No change 28,800 $945K
Empowered Funds, LLC 0.01% New 28,743 $943K
Waverly Advisors, LLC 0.01% Reduce -0.1% 28,683 $941K
Union Bancaire Privee, UBP SA 0.01% Reduce -33.5% 28,624 $934K
Parsons Capital Management Inc. 0.06% Add +3.1% 28,371 $931K
Merit Financial Group, LLC 0.01% Add +21.8% 28,197 $925K
Sicart Associates LLC 0.32% No change 28,194 $925K
Violich Capital Management, Inc. 0.13% No change 28,100 $922K
Acorn Wealth Advisors, LLC 0.34% Add +10.5% 28,031 $920K
Columbus Macro, LLC 0.11% Reduce -1.4% 27,931 $916K
Linden Thomas Advisory Services, LLC 0.10% Add +17.1% 27,856 $914K
GM Advisory Group, LLC 0.04% Reduce -4.5% 27,725 $910K
IFP Advisors, Inc 0.03% Add +184.3% 27,419 $900K
WealthCare Investment Partners, LLC 0.32% Add +17.8% 26,767 $897K
Prime Capital Investment Advisors, LLC 0.01% Reduce -19.4% 27,194 $892K
Stablepoint Partners, LLC 0.15% Reduce -26.9% 27,160 $891K
First Trust Advisors LP 0.00% New 27,000 $886K
Texas Yale Capital Corp. 0.03% No change 26,750 $878K
Blair William & Co. 0.00% Reduce -78.0% 26,748 $878K
Van Hulzen Asset Management, LLC 0.07% Reduce -20.1% 26,612 $873K
Keybank National Association 0.00% Reduce -13.6% 26,365 $865K
Resolute Wealth Strategies, LLC 0.46% Reduce -5.4% 26,363 $865K
Ancora Advisors LLC 0.02% Add +11.7% 26,292 $863K
Bridgewealth Advisory Group, LLC 0.22% New 26,223 $860K
Regal Investment Advisors LLC 0.06% Reduce -15.2% 26,180 $859K
Welch Group, LLC 0.04% Add +20.8% 26,043 $854K
Hibernia Wealth Partners, LLC 0.31% Add +100.0% 25,994 $853K
Neuberger Berman Group LLC 0.00% Add +87.9% 25,598 $840K
Herold Advisors, Inc. 0.17% Add +2.2% 25,305 $830K
Nalls Sherbakoff Group, LLC 0.60% Add +0.2% 25,168 $826K
Keystone Wealth Services, LLC 0.20% New 25,164 $826K
BOS Asset Management, LLC 0.26% Add +0.6% 25,125 $824K
N.E.W. Advisory Services LLC 0.08% Add +2.5% 25,071 $823K
Williams Jones Wealth Management, LLC. 0.01% New 24,860 $816K
Good Steward Wealth Advisors,LLC 0.62% New 24,286 $797K
Signaturefd, LLC 0.01% Add +50.9% 24,283 $797K
Lansing Street Advisors 0.24% New 24,247 $796K
SeaCrest Wealth Management, LLC 0.09% Reduce -2.1% 24,242 $795K
J. W. Coons Advisors, LLC 0.18% Add +9.0% 24,200 $794K
Accredited Wealth Management, LLC 0.64% Reduce -1.6% 24,112 $791K
Pinnacle Financial Partners Inc 0.02% Add +1.6% 23,799 $781K
Journey Advisory Group, LLC 0.06% Reduce -1.3% 23,484 $771K
Csenge Advisory Group 0.04% Add +47.9% 25,539 $766K
Geneos Wealth Management Inc. 0.02% Reduce -15.9% 23,114 $758K
Robertson Stephens Wealth Management, LLC 0.03% Add +14.7% 23,112 $758K
Matauro, LLC 0.14% New 23,017 $755K
Broyhill Asset Management, LLC 0.69% No change 23,000 $755K
Summit Wealth Partners, LLC 0.14% New 22,979 $754K
NewEdge Wealth, LLC 0.01% Add +11.5% 21,644 $752K
Clear Street LLC 0.00% New 22,831 $749K
Pathstone Holdings, LLC 0.00% Reduce -28.3% 22,826 $749K
Verdence Capital Advisors LLC 0.05% Reduce -0.9% 22,629 $742K
Maven Securities LTD 0.19% New 22,531 $739K
Roman Butler Fullerton & Co. 0.22% Add +28.5% 21,325 $739K
Confluence Investment Management LLC 0.01% Reduce -1.2% 22,387 $735K
Winmill & Co. Inc. 0.20% No change 22,320 $732K
Quadcap Wealth Management, LLC 0.09% Reduce -0.0% 22,302 $732K
Glaxis Capital Management, LLC 0.98% New 22,300 $732K
Calton & Associates, Inc. 0.13% Reduce -3.0% 22,292 $731K
BTC Capital Management, Inc. 0.06% No change 22,000 $722K
Conservest Capital Advisors, Inc. 0.07% No change 21,977 $721K
Valeo Financial Advisors, LLC 0.02% Reduce -7.2% 21,917 $719K
Stokes Family Office, LLC 0.08% Add +7.5% 21,900 $719K
LexAurum Advisors, LLC 0.11% Add +0.9% 21,810 $716K
Cary Street Partners Financial LLC 0.02% Add +6.7% 21,748 $714K
WealthTrust Asset Management, LLC 0.53% Reduce -0.8% 21,474 $705K
PCG Wealth Advisors, LLC 0.36% Add +51.4% 21,332 $700K
Gradient Capital Advisors, LLC 0.21% Add +50.1% 21,265 $698K
FMR LLC 0.00% Add +26.6% 21,181 $695K
Founders Financial Alliance, LLC 0.16% Reduce -10.5% 21,047 $691K
Dakota Wealth Management 0.01% No change 20,993 $689K
White Knight Strategic Wealth Advisors, LLC 0.58% New 20,932 $687K
Stratos Wealth Advisors, LLC 0.04% Reduce -63.6% 20,858 $684K
Rosenberg Matthew Hamilton 0.16% No change 20,828 $683K
Creative Financial Designs Inc. 0.05% Add +0.9% 20,789 $682K
Hilltop Holdings Inc. 0.04% Reduce -25.2% 20,773 $682K
DDFG, Inc 0.17% Add +10.8% 20,485 $672K
Premier Financial Group 0.19% — 19,441 $670K
Bienville Capital Management, LLC 0.13% No change 20,362 $668K
First Foundation Advisors 0.02% No change 20,171 $662K
Prosperity Consulting Group, LLC 0.05% Add +1.5% 20,161 $661K
Piedmont Capital Management, LLC 0.38% Reduce -14.3% 20,120 $660K
First National Trust Co 0.02% Add +11.3% 19,957 $655K
Doliver Advisors, LP 0.18% Reduce -11.3% 19,945 $654K
AlphaStar Capital Management, LLC 0.05% Reduce -2.3% 19,922 $654K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -12.5% 19,912 $653K
Arax Advisory Partners 0.03% Add +9.9% 19,858 $652K
Equitable Trust Co. 0.03% No change 19,752 $648K
Kiley Juergens Wealth Management, LLC 0.15% Add +1.5% 19,478 $639K
K2 Principal Fund, L.P. 0.28% Reduce -81.1% 19,400 $637K
Capital Investment Advisors, LLC 0.01% Reduce -13.6% 19,322 $634K
Stapp Wealth Management, PLLC 0.91% No change 19,320 $634K
First Horizon Advisors, Inc. 0.02% Add +0.0% 19,296 $633K
Fiduciary Financial Group, LLC 0.11% Reduce -2.0% 19,197 $628K
Savant Capital, LLC 0.00% Add +8.9% 19,101 $627K
Western Wealth Management, LLC 0.04% Add +9.8% 19,080 $626K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -80.6% 19,015 $624K
L. Roy Papp & Associates, LLP 0.07% No change 19,000 $623K
Signature Estate & Investment Advisors LLC 0.01% No change 18,949 $622K
Nicholas Hoffman & Company, LLC. 0.02% No change 18,918 $621K
Brighton Jones LLC 0.02% Reduce -1.1% 18,910 $620K
Soltis Investment Advisors LLC 0.05% Reduce -3.2% 18,894 $620K
Savvy Advisors, Inc. 0.04% Add +3.3% 18,874 $619K
Hudock, Inc. 0.10% Add +0.2% 18,838 $618K
Fiduciary Trust Co 0.01% Reduce -5.8% 18,759 $615K
Thrivent Financial for Lutherans 0.00% Reduce -71.3% 18,764 $615K
Signal Advisors Wealth, LLC 0.05% Add +9.4% 18,640 $612K
Money Concepts Capital Corp. 0.04% Add +60.6% 18,632 $611K
Revisor Wealth Management LLC 0.22% Add +1.7% 18,013 $608K
Synergy Asset Management, LLC 0.07% Reduce -31.8% 18,397 $604K
New Wave Wealth Advisors LLC 0.25% Add +0.1% 18,155 $596K
Rossby Financial, LCC 0.22% No change 18,000 $591K
Alpha Cubed Investments, LLC 0.02% Add +23.0% 17,955 $589K
O'ROURKE & COMPANY, Inc 0.27% Add +2.9% 17,856 $586K
Tidal Investments LLC 0.00% Add +3.9% 17,817 $585K
Rehmann Capital Advisory Group 0.04% Reduce -2.2% 17,649 $579K
Insight Advisors, LLC/ PA 0.09% No change 17,503 $574K
Two Sigma Investments, LP 0.00% Add +89.4% 17,416 $571K
Wealthspire Retirement, LLC 0.04% New 17,220 $565K
Clifford Swan Investment Counsel LLC 0.02% Add +76.8% 17,193 $564K
Causey Wealth LLC 0.29% Add +158.5% 17,123 $562K
Sovereign Financial Group, Inc. 0.12% Add +7.0% 17,018 $558K
Simplicity Wealth,LLC 0.02% New 16,990 $557K
Curran Financial Partners, LLC 0.12% Add +6.3% 16,973 $557K
Swisher Financial Concepts, Inc. 0.36% Reduce -2.0% 16,965 $557K
Procyon Advisors, LLC 0.05% Add +3.0% 16,932 $556K
Phillips Financial Management, LLC 0.04% No change 16,841 $553K
Westfield Capital Management Co. LP 0.00% No change 16,760 $550K
Clarus Group, Inc. 0.20% No change 16,750 $550K
StoneX Group Inc. 0.03% Reduce -66.6% 16,746 $549K
Laidlaw Wealth Management LLC 1.58% Add +60.9% 16,722 $549K
Ignite Planners, LLC 0.10% Add +2.7% 15,782 $546K
Sunbelt Securities, Inc. 0.05% Reduce -49.6% 20,694 $545K
Fifth Third Wealth Advisors LLC 0.02% Add +55.2% 16,597 $545K
FLC Capital Advisors 0.11% Add +10.0% 16,500 $541K
W1M Asset Management Ltd 0.04% No change 16,430 $539K
RiverGlades Family Offices LLC 0.35% No change 16,350 $536K
Matrix Trust Co 0.09% New 16,264 $534K
Montis Financial, LLC 0.15% No change 16,209 $532K
Redwood Wealth Management Group, LLC 0.24% Reduce -3.0% 16,150 $530K
Uhlmann Price Securities, LLC 0.38% No change 16,142 $530K
First International Bank & Trust 0.18% New 16,066 $527K
HBW Advisory Services LLC 0.06% Add +23.4% 15,981 $524K
International Assets Investment Management, LLC 0.04% Reduce -9.7% 15,711 $515K
Wealth Quarterback LLC 0.24% Add +1.5% 15,697 $515K
Centiva Capital, LP 0.03% New 15,633 $513K
SCS Capital Management LLC 0.01% Add +0.3% 15,543 $510K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -48.6% 15,491 $508K
WealthShield Partners, LLC 0.06% Add +37.4% 15,489 $508K
Firestone Capital Management 0.12% Add +32.3% 15,398 $505K
Wealth Watch Advisors, INC 0.29% New 15,189 $498K
Mizuho Markets Cayman LP 0.04% New 15,151 $497K
Realta Investment Advisors 0.20% Reduce -12.3% 15,061 $494K
Biltmore Family Office, LLC 0.08% No change 15,000 $492K
Mission Wealth Management, LP 0.01% No change 14,989 $492K
Aprio Wealth Management, LLC 0.06% No change 14,947 $490K
Isthmus Partners, LLC 0.06% No change 14,900 $489K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +11.6% 14,772 $485K
Cathy Pareto & Associates, Inc. 0.40% Add +14.6% 14,720 $483K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +6.7% 14,645 $481K
Ameliora Wealth Management Ltd. 0.17% Add +63.1% 14,633 $480K
Vaughan David Investments LLC 0.01% No change 14,600 $479K
Trust Co. of Vermont 0.02% Reduce -12.4% 14,546 $477K
Keystone Financial Group 0.04% Reduce -8.8% 14,463 $475K
Marathon Trading Investment Management LLC 0.29% Add +92.0% 14,398 $472K
Spectrum Planning & Advisory Services Inc. 0.30% No change 14,374 $472K
Coastal Bridge Advisors, LLC 0.04% Add +5.1% 14,361 $471K
Wealthspire Advisors, LLC 0.00% Reduce -7.3% 14,016 $460K
VestGen Investment Management 0.33% Reduce -13.1% 13,958 $458K
Capital Advisors Inc. 0.01% New 13,839 $454K
Larson Financial Group LLC 0.02% Add +15.2% 13,763 $452K
Indiana Trust & Investment Management Co 0.15% No change 13,670 $449K
Blue Bell Private Wealth Management, LLC 0.07% Add +38.3% 13,617 $447K
WCG Wealth Advisors LLC 0.03% Reduce -5.6% 13,610 $447K
Spire Wealth Management 0.02% Reduce -88.0% 13,582 $446K
Bailard, Inc. 0.01% Reduce -6.6% 13,542 $444K
Gladstone Institutional Advisory LLC 0.02% Reduce -3.1% 13,494 $443K
Oakworth Capital, Inc. 0.03% New 13,450 $441K
Spectrum Wealth Advisory Group, LLC 0.20% Add +1.5% 13,390 $439K
Hoey Investments, Inc. 0.07% Reduce -41.0% 13,354 $438K
Baldwin Wealth Partners LLC 0.03% No change 13,350 $438K
DHK Financial Advisors, Inc. 0.25% Add +4.7% 13,270 $435K
S.A. Mason LLC 0.21% Reduce -2.9% 13,250 $435K
Ironsides Asset Advisors, LLC 0.13% New 13,200 $433K
Grandview Asset Management LLC 0.14% No change 13,077 $429K
River Street Advisors LLC 0.18% No change 13,075 $429K
Aptus Capital Advisors, LLC 0.00% No change 13,071 $429K
Solstein Capital, LLC 0.22% New 13,044 $428K
Golden State Wealth Management, LLC 0.05% Add +9.6% 13,043 $428K
City Holding Co. 0.06% Reduce -7.7% 13,035 $428K
Maridea Wealth Management LLC 0.11% Add +4.6% 13,010 $427K
Foguth Wealth Management, LLC. 0.09% Add +5.7% 12,943 $425K
Marathon Capital Management 0.11% Reduce -0.8% 12,940 $425K
Gen-Wealth Partners Inc 0.16% No change 12,903 $423K
Keynote Financial Services LLC 0.28% No change 12,650 $415K
Thoroughbred Financial Services, LLC 0.03% Add +21.0% 12,664 $415K
Benjamin Edwards Inc. 0.01% New 12,599 $413K
Westmount Partners, LLC 0.11% Reduce -3.5% 12,559 $412K
Hedges Asset Management LLC 0.33% No change 12,500 $410K
Betterment LLC 0.00% Add +16.1% 12,491 $410K
Total Clarity Wealth Management, Inc. 0.12% Add +33.0% 12,463 $409K
Founders Financial Securities LLC 0.03% Add +2.2% 12,453 $409K
United Capital Financial Advisors, LLC 0.00% Add +11.7% 12,408 $407K
Brown Advisory Inc. 0.00% Reduce -8.3% 12,372 $406K
National Wealth Management Group, LLC 0.23% Reduce -6.5% 12,360 $406K
Durante & Waters, LLC 0.32% No change 12,345 $405K
Wesbanco Bank Inc. 0.01% Add +1.7% 12,344 $405K
First Business Financial Services, Inc. 0.04% Add +17.6% 12,230 $401K
Kopernik Global Investors, LLC 0.04% Reduce -21.9% 12,155 $399K
Net Worth Advisory Group 0.09% Add +61.3% 12,133 $398K
Brown Miller Wealth Management, LLC 0.12% No change 12,086 $397K
Performance Wealth Partners, LLC 0.01% No change 12,080 $396K
Greenberg Financial Group 0.15% Reduce -1.0% 7,345 $393K
Advisory Alpha, LLC 0.01% Add +41.0% 11,919 $391K
Cavalier Investments, LLC 0.12% No change 11,846 $389K
First Heartland Consultants, Inc. 0.03% Add +3.9% 11,808 $387K
Cobblestone Capital Advisors LLC 0.02% No change 11,806 $387K
Measured Wealth Private Client Group, LLC 0.12% New 11,783 $387K
Berger Financial Group, Inc 0.02% Add +30.7% 11,709 $384K
Apollon Financial, LLC 0.08% No change 11,661 $383K
Bison Wealth, LLC 0.03% Add +21.8% 10,885 $381K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -10.1% 11,582 $380K
Redhawk Wealth Advisors, Inc. 0.05% Add +10.4% 11,580 $380K
Bogart Wealth, LLC 0.02% Add +4.8% 11,493 $377K
Rothschild Investment LLC 0.02% Add +3.7% 11,462 $376K
Advance Capital Management, Inc. 0.02% Add +0.3% 11,360 $373K
Morton Capital Management LLC 0.07% New 11,306 $371K
WMG Financial Advisors, LLC 0.14% Add +7.7% 11,253 $369K
Madison Wealth Partners, Inc 0.08% New 11,229 $368K
J. Safra Sarasin Holding AG 0.01% No change 11,194 $367K
Leigh Baldwin & Co., LLC 0.24% Reduce -30.9% 11,190 $367K
Hunter Perkins Capital Management, LLC 0.09% No change 11,163 $366K
Great Diamond Partners, LLC 0.08% Reduce -2.4% 11,151 $366K
Briaud Financial Planning Inc 0.14% Add +0.2% 11,104 $364K
Alternative Investment Advisors, LLC. 0.18% Reduce -0.0% 11,037 $362K
KFG Wealth Management, LLC 0.06% New 11,009 $361K
Cutler Investment Counsel LLC 0.04% Reduce -1.1% 10,906 $358K
Patton Albertson Miller Group, LLC 0.05% No change 10,898 $358K
Modera Wealth Management, LLC 0.00% Add +47.0% 10,896 $357K
Moloney Securities Asset Management, LLC 0.04% Add +0.1% 10,837 $356K
Cardiff Park Advisors, LLC 0.03% Add +3.0% 10,814 $355K
Aspen Investment Management Inc 0.15% New 10,794 $354K
JNBA Financial Advisors 0.03% Reduce -5.8% 10,775 $354K
Eagle Strategies LLC 0.05% Reduce -92.9% 10,721 $352K
Glen Eagle Advisors, LLC 0.05% Reduce -3.5% 10,665 $350K
Copia Wealth Management 0.29% Reduce -18.9% 10,659 $350K
Human Investing LLC 0.06% No change 10,636 $349K
Dagco, Inc. 0.10% No change 10,605 $348K
Milestone Asset Management, LLC 0.07% New 10,602 $348K
Segment Wealth Management, LLC 0.02% No change 10,600 $348K
Burke & Herbert Bank & Trust Co. 0.08% No change 10,575 $347K
Avantax Planning Partners, Inc. 0.01% Reduce -63.8% 10,573 $347K
Activest Wealth Management 0.08% Reduce -3.2% 10,443 $343K
Valmark Advisers, Inc. 0.00% New 10,434 $342K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +34.2% 10,431 $342K
Denver Wealth Management, Inc. 0.14% No change 10,428 $342K
Schulhoff & Co. Inc. 0.15% No change 10,400 $341K
Fortis Capital Advisors, LLC 0.06% No change 10,370 $340K
Financial Designs Corp 0.21% No change 10,274 $337K
Hunting Hill Global Capital, LLC 0.18% Reduce -49.1% 10,178 $334K
Comprehensive Financial Consultants Institutional, Inc. 0.11% No change 10,165 $334K
Wealth Management Associates, Inc. 0.13% No change 10,125 $332K
SlateStone Wealth, LLC 0.03% Reduce -4.3% 10,110 $332K
SS&H Financial Advisors, Inc. 0.11% No change 10,066 $330K
New England Professional Planning Group Inc. 0.15% No change 10,004 $328K
Catalyst Financial Partners LLC 0.04% No change 10,000 $328K
Freestone Capital Holdings, LLC 0.01% Add +0.6% 9,981 $327K
Schnieders Capital Management LLC 0.06% Add +15.0% 9,975 $327K
Vestor Capital, LLC 0.02% New 5,578 $327K
Hardin Capital Partners, LLC 0.19% No change 9,987 $327K
Moneta Group Investment Advisors LLC 0.00% Add +11.3% 9,955 $327K
Flputnam Investment Management Co. 0.01% Add +6.5% 9,907 $325K
OneAscent Financial Services LLC 0.02% Reduce -3.9% 9,911 $325K
Benin Management CORP 0.08% No change 9,905 $325K
Silverleafe Capital Partners, LLC 0.11% Add +49.1% 9,877 $324K
Pinnacle Bancorp, Inc. 0.10% No change 9,856 $323K
BlackRock, Inc. 0.00% Add +6.8% 9,844 $323K
Guardian Wealth Advisors, LLC / NC 0.02% No change 9,842 $323K
Interchange Capital Partners, LLC 0.07% Reduce -1.2% 9,455 $322K
BLB&B Advisors, LLC 0.01% Add +21.2% 9,789 $321K
Bellecapital International Ltd. 0.06% New 9,741 $320K
Burns Matteson Capital Management, LLC 0.15% New 9,679 $318K
Access Financial Services, Inc. 0.12% No change 9,664 $317K
Trustmark Bank Trust Department 0.02% No change 9,627 $316K
Royal Fund Management, LLC 0.03% No change 9,578 $314K
Laurel Wealth Advisors LLC 0.05% No change 9,552 $313K
Plancorp, LLC 0.01% No change 9,544 $313K
Radnor Capital Management, LLC 0.05% No change 9,500 $312K
Ardent Capital Management, Inc. 0.15% No change 9,500 $312K
Smithfield Trust Co 0.01% No change 9,443 $309K
Capital Asset Advisory Services LLC 0.01% Reduce -12.7% 9,433 $309K
American Trust 0.03% New 9,366 $307K
Wealth Effects LLC 0.11% Reduce -25.1% 9,352 $307K
WT Wealth Management 0.09% Add +10.4% 9,344 $307K
American Institute for Advanced Investment Management, LLP 0.22% Add +9.7% 9,329 $306K
Creekmur Asset Management LLC 0.05% Add +1.0% 9,329 $306K
Mayflower Financial Advisors, LLC 0.04% No change 9,286 $305K
Wilmington Savings Fund Society, FSB 0.01% No change 9,258 $304K
Comprehensive Financial Planning, Inc. 0.24% Reduce -48.1% 9,247 $303K
Artemis Wealth Advisors, LLC 0.05% No change 9,244 $303K
Tradition Wealth Management, LLC 0.02% Reduce -42.3% 9,211 $302K
Everpar Advisors LLC 0.14% No change 9,200 $302K
AIFG Consultants Ltd. 0.59% Reduce -1.0% 9,147 $300K
Cassaday & Co Wealth Management LLC 0.01% No change 9,138 $300K
MTM Financial Group, LLC 0.16% No change 9,040 $297K
Cornerstone Management, Inc. 0.05% Reduce -4.8% 9,022 $296K
Private Advisory Group LLC 0.03% Add +5.6% 9,006 $295K
BNC Wealth Management, LLC 0.09% No change 9,000 $295K
MBE Wealth Management, LLC 0.13% Reduce -4.1% 8,993 $295K
Old National Bancorp 0.01% Add +28.8% 8,945 $293K
Apella Capital, LLC 0.01% New 8,703 $291K
Per Stirling Capital Management, LLC. 0.04% Reduce -76.3% 8,832 $290K
Lazari Capital Management, Inc. 0.11% Reduce -1.9% 8,783 $288K
Modern Wealth Management, LLC 0.01% Add +15.0% 8,753 $287K
Nicolet Advisory Services, LLC 0.02% No change 8,519 $286K
Pinnacle Associates Ltd. 0.00% No change 8,675 $285K
Global View Capital Management LLC 0.09% Add +14.8% 8,648 $284K
Grey Ledge Advisors, LLC 0.07% No change 8,620 $283K
Crumly & Associates Inc. 0.07% No change 8,612 $283K
Coordinated Financial Services, Inc. 0.20% — 8,500 $279K
Hamilton Wealth, LLC 0.06% Reduce -54.0% 8,498 $279K
Petros Family Wealth, LLC 0.25% Add +2.7% 8,440 $277K
Bristlecone Advisors, LLC 0.02% Reduce -59.6% 8,406 $276K
Quantinno Capital Management LP 0.00% New 8,337 $274K
Quadrant Private Wealth Management, LLC 0.06% No change 8,300 $272K
Lakeridge Wealth Management LLC 0.12% No change 8,254 $271K
PYA Waltman Capital, LLC 0.08% No change 8,248 $271K
Legacy Financial Advisors, Inc. 0.04% No change 8,246 $271K
JT Stratford LLC 0.04% Add +5.3% 8,204 $269K
Alta Wealth Advisors LLC 0.13% No change 8,182 $268K
Ethos Financial Group, LLC 0.02% New 8,154 $268K
Lanark Financial, Inc. 0.02% Add +8.7% 8,154 $267K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -16.1% 8,137 $267K
Thomasville National Bank 0.02% No change 8,136 $267K
LVZ, Inc. 0.03% New 8,121 $266K
Fortress Financial Solutions, LLC 0.33% New 8,086 $265K
Daymark Wealth Partners, LLC 0.01% Add +23.6% 8,058 $264K
Bluesphere Advisors LLC 0.13% No change 8,056 $264K
Manchester Financial Inc. 0.06% Add +11.6% 8,010 $263K
MRP Capital Investments, LLC 0.18% Add +100.0% 8,000 $262K
Select Asset Management & Trust 0.09% No change 8,000 $262K
Berkshire Asset Management LLC 0.01% Reduce -8.8% 7,981 $262K
Silverlake Wealth Management LLC 0.08% Add +5.5% 7,965 $261K
Palisades Hudson Asset Management, L.P. 0.10% No change 7,939 $260K
Obermeyer Wealth Partners 0.01% Add +5.0% 7,889 $259K
North Forty Two & Co. 0.27% Add +2.6% 7,872 $258K
Alpha Financial Partners LLC 0.19% Reduce -18.2% 7,870 $258K
Weatherly Asset Management L. P. 0.02% No change 7,795 $256K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 7,774 $255K
WNY Asset Management, LLC 0.03% Add +0.3% 7,767 $255K
Royal Capital Wealth Management, LLC 0.17% No change 7,737 $254K
Investment Advisory Group, LLC 0.08% No change 7,722 $253K
Composition Wealth, LLC 0.00% New 7,704 $253K
Integrity Financial Corp 0.13% New 7,581 $249K
Weitzel Financial Services, Inc. 0.11% New 7,261 $249K
Inspirion Wealth Advisors, LLC 0.03% Reduce -21.7% 7,564 $248K
LVW Advisors, LLC 0.03% New 7,537 $247K
Portfolio Strategies, Inc. 0.03% New 7,530 $247K
Verus Capital Partners, LLC 0.02% Reduce -18.0% 7,525 $247K
BridgePort Financial Solutions, LLC 0.08% Add +13.1% 7,522 $247K
Ironwood Financial, llc 0.05% No change 7,948 $246K
Aspen Wealth Management LLC 0.06% New 7,506 $246K
Fi3 FINANCIAL ADVISORS, LLC 0.09% No change 7,501 $246K
1ST Source Bank 0.01% No change 7,500 $246K
180 Wealth Advisors, LLC 0.03% Reduce -14.1% 7,486 $246K
Lee Financial Co 0.04% No change 7,440 $244K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -3.9% 7,436 $244K
Trilogy Capital Inc. 0.01% New 7,435 $244K
Wealth Alliance Advisory Group, LLC 0.05% Add +1.4% 7,403 $243K
Centric Wealth Management 0.06% Reduce -0.9% 6,954 $243K
Nemes Rush Group LLC 0.03% Reduce -6.4% 7,373 $242K
WealthPlan Investment Management, LLC 0.02% New 7,335 $241K
Fortress Private Ledger, LLC 0.11% Reduce -2.4% 7,311 $240K
Integrity Alliance, Llc. 0.01% Reduce -23.8% 7,253 $238K
Inspire Advisors, LLC 0.02% Add +6.4% 7,240 $238K
Amundi 0.00% New 7,126 $237K
Global Assets Advisory, LLC 0.09% Reduce -66.8% 7,237 $237K
HBK Sorce Advisory LLC 0.01% New 7,210 $237K
Barnes Wealth Management Group, Inc 0.14% Reduce -14.8% 7,176 $235K
Impact Partnership Wealth, LLC 0.04% New 7,164 $235K
Compound Planning, Inc. 0.01% Reduce -69.5% 7,137 $234K
Aldebaran Financial Inc. 0.26% Reduce -0.3% 7,100 $233K
Exencial Wealth Advisors, LLC 0.01% Add +0.7% 7,093 $233K
Baker Avenue Asset Management, LP 0.01% New 7,088 $233K
Summit X, LLC 0.04% Add +0.5% 7,042 $231K
Innova Wealth Partners 0.14% Add +1.4% 7,035 $231K
Oarsman Capital, Inc. 0.04% Reduce -0.2% 7,035 $231K
Aberdeen Wealth Management LLC 0.15% No change 7,025 $230K
Citizens Financial Group Inc. 0.00% Reduce -90.5% 7,011 $230K
Adams Asset Advisors, LLC 0.03% No change 7,000 $230K
Valtinson Bruner Financial Planning LLC 0.07% Add +7.7% 6,998 $230K
Security Financial Services, INC. 0.04% No change 6,976 $229K
Broadway Wealth Solutions, Inc. 0.14% Add +1.7% 6,967 $229K
Summit Financial Wealth Advisors, LLC 0.04% Add +2.2% 6,948 $228K
Pineridge Advisors LLC 0.08% Add +2.3% 6,946 $228K
Seaview Investment Managers LLC 0.05% Reduce -7.3% 6,928 $227K
Secure Asset Management, LLC 0.04% Add +3.5% 6,883 $226K
Vantage Point Financial LLC 0.10% Add +1.5% 6,877 $226K
Juncture Wealth Strategies, LLC 0.08% New 6,874 $226K
Leo Wealth, LLC 0.02% New 6,862 $225K
Nicholson Wealth Management Group, LLC 0.14% New 6,860 $225K
Centerpoint Advisors, LLC 0.08% No change 6,850 $225K
Legacy Capital Group California, Inc. 0.06% New 6,827 $224K
Wealth Advisors of Iowa, LLC 0.08% New 6,822 $224K
Smith Anglin Financial, LLC 0.02% Add +3.4% 6,815 $224K
Baker Ellis Asset Management LLC 0.03% New 6,800 $223K
Tocqueville Asset Management L.P. 0.00% No change 6,800 $223K
United Capital Management of KS, Inc. 0.03% Add +0.1% 6,778 $222K
Gibbs Wealth Management 0.04% Reduce -54.3% 6,729 $221K
Blue Zone Wealth Advisors, LLC 0.06% No change 6,720 $220K
Stonehearth Capital Management, LLC 0.09% New 6,682 $219K
Cannell & Spears LLC 0.00% No change 6,665 $219K
AlphaCore Capital LLC 0.01% New 6,656 $218K
Synergy Investment Management, LLC 0.13% No change 6,653 $218K
Drive Wealth Management, LLC 0.05% New 6,639 $218K
SLT Holdings LLC 0.17% No change 6,591 $216K
Schneider Downs Wealth Management Advisors, LP 0.03% New 6,537 $214K
Twin Focus Capital Partners, LLC 0.03% No change 6,530 $214K
Diversify Advisory Services, LLC 0.01% New 6,201 $213K
Sculati Wealth Management, LLC 0.08% No change 6,489 $213K
Members Trust Co 0.01% New 6,450 $212K
SteelPeak Wealth, LLC 0.01% Reduce -1.1% 6,433 $211K
Avaii Wealth Management, LLC 0.09% New 6,423 $211K
Jessup Wealth Management, Inc 0.08% New 6,418 $211K
Zacks Investment Management 0.00% New 6,412 $210K
Bell Bank 0.01% New 6,381 $209K
Arkfeld Wealth Strategies, L.L.C. 0.08% New 6,185 $207K
Capital Investment Advisory Services, LLC 0.02% New 6,298 $207K
Private Trust Co. NA 0.02% Reduce -39.1% 6,271 $206K
Bokf, NA 0.00% No change 6,257 $205K
Key Client Fiduciary Advisors, LLC 0.08% No change 6,192 $203K
Oliver Luxxe Assets LLC 0.04% New 6,180 $203K
Hollencrest Capital Management 0.01% Add +5.3% 6,173 $203K
Compass Ion Advisors, LLC 0.02% Reduce -19.6% 6,171 $202K
Intrua Financial, LLC 0.03% New 6,156 $202K
Oak Family Advisors, LLC 0.07% New 6,150 $202K
World Equity Group, Inc. 0.05% Reduce -44.0% 6,122 $201K
Heartwood Wealth Advisors LLC 0.02% New 6,103 $200K
Empower Advisory Group, LLC 0.00% Reduce -16.7% 6,103 $200K
Aries Wealth Management 0.05% New 6,100 $200K
Scarborough Advisors, LLC 0.04% New 6,078 $199K
Rakuten Securities, Inc. 0.08% Add +55.6% 5,968 $196K
Allianz SE 0.00% No change 5,788 $190K
Cheviot Value Management, LLC 0.02% No change 5,430 $189K
UMB Bank, n.a. 0.00% Reduce -25.8% 5,760 $189K
Transce3nd, LLC 0.08% Reduce -12.9% 5,572 $184K
Adirondack Trust Co. 0.06% Add +28.1% 5,313 $174K
American National Bank & Trust 0.02% No change 5,100 $167K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -8.0% 5,065 $167K
Inlight Wealth Management, LLC 0.09% No change 5,087 $167K
Parallel Advisors, LLC 0.00% Add +17.3% 5,086 $167K
Pandora Wealth, Inc. 0.10% No change 5,000 $164K
HM Payson & Co. 0.00% Add +4137.9% 4,916 $161K
GoalVest Advisory LLC 0.04% No change 4,912 $161K
Security National Bank 0.03% No change 4,875 $160K
Boreal Capital Management LLC 0.15% — 4,740 $156K
GPS Wealth Strategies Group, LLC 0.02% Add +1.6% 4,685 $154K
Salem Investment Counselors Inc. 0.00% Add +1000.0% 4,620 $152K
AdvisorNet Financial, Inc 0.01% Add +9.4% 4,550 $149K
Strengthening Families & Communities, LLC 0.08% Add +1163.1% 4,762 $148K
MTM Investment Management, LLC 0.05% New 4,500 $148K
Tompkins Financial Corp. 0.01% Reduce -36.1% 4,432 $145K
Oliver Lagore Vanvalin Investment Group 0.06% — 4,670 $145K
Bell Investment Advisors, Inc 0.02% No change 4,384 $144K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +64.2% 4,373 $143K
Aviso Financial Inc. 0.01% Add +1600.0% 4,250 $139K
Truvestments Capital LLC 0.03% No change 4,168 $137K
Winch Advisory Services, LLC 0.03% Add +13.7% 3,957 $130K
Proathlete Wealth Management LLC 0.04% No change 3,887 $128K
Ball & Co Wealth Management Inc. 0.14% New 3,876 $127K
Clearstead Advisors, LLC 0.00% Reduce -82.2% 3,759 $123K
Hilltop National Bank 0.03% — 3,750 $123K
Orion Capital Management LLC 0.05% No change 3,689 $121K
JFS Wealth Advisors, LLC 0.01% No change 3,673 $121K
Independence Bank of Kentucky 0.02% No change 3,515 $115K
Reyes Financial Architecture, Inc. 0.10% Reduce -97.7% 3,466 $114K
Physician Wealth Advisors, Inc. 0.02% No change 3,431 $113K
Heritage Wealth Advisors 0.01% No change 3,382 $111K
Concord Wealth Partners 0.02% Add +33.4% 3,356 $110K
Cantor Fitzgerald, L. P. 0.00% New 3,294 $108K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,260 $107K
City State Bank 0.03% No change 3,116 $102K
Strategic Wealth Partners, Ltd. 0.01% — 3,106 $102K
BankPlus Trust Department 0.03% No change 3,063 $100K
Clear Investment Research, LLC 0.13% Reduce -5.5% 3,061 $100K
Aventura Private Wealth, LLC 0.04% New 3,035 $100K
Kings Path Partners LLC 0.04% New 3,000 $98K
Colonial Trust Advisors 0.01% No change 3,000 $98K
Albion Financial Group 0.01% No change 3,000 $98K
Lazard Asset Management LLC 0.00% Reduce -25.1% 2,983 $97K
IMA Advisory Services, Inc. 0.01% Add +3.7% 2,801 $92K
CGC Financial Services, LLC 0.03% No change 2,800 $92K
Deutsche Bank AG 0.00% No change 2,800 $92K
Financial Network Wealth Advisors LLC 0.11% Add +61.3% 2,691 $88K
Ameriflex Group, Inc. 0.05% Reduce -16.1% 2,616 $87K
Avalon Trust Co 0.01% No change 2,550 $84K
Total Investment Management Inc. 0.01% Reduce -64.6% 2,493 $82K
Bare Financial Services, Inc 0.03% Reduce -8.8% 2,427 $80K
Parkside Financial Bank & Trust 0.01% No change 2,409 $79K
Avion Wealth 0.02% Reduce -54.4% 2,436 $79K
Avondale Wealth Management 0.04% Reduce -10.3% 2,356 $77K
Gold Investment Management Ltd. 0.03% No change 2,328 $76K
Advantage Trust Co 0.04% Add +4.5% 2,315 $76K
Armstrong Advisory Group, Inc. 0.01% Add +54.7% 2,257 $74K
MPWM Advisory Solutions, LLC 0.05% No change 2,200 $72K
Glass Jacobson Investment Advisors llc 0.03% No change 2,180 $72K
North Star Investment Management Corp. 0.01% No change 2,170 $71K
Lowe Wealth Advisors, LLC 0.03% No change 2,116 $69K
Community Bank, N.A. 0.01% No change 2,110 $69K
Caldwell Trust Co 0.01% No change 2,081 $68K
Pacific Center for Financial Services 0.02% No change 2,056 $67K
Crowley Wealth Management, Inc. 0.06% No change 2,050 $67K
NBT Bank, N.A. 0.00% Reduce -7.1% 2,025 $66K
Perritt Capital Management Inc 0.03% Add +20000.0% 2,010 $66K
Vision Financial Markets LLC 0.06% No change 2,000 $66K
Pingora Partners LLC 0.05% No change 2,000 $66K
Monetary Management Group Inc. 0.02% No change 2,000 $66K
Mascoma Wealth Management LLC 0.01% No change 1,974 $65K
RMG Wealth Management LLC 0.01% — 1,865 $65K
IAG Wealth Partners, LLC 0.01% No change 1,955 $64K
Towne Trust Company, N.A 0.02% No change 1,925 $63K
HHM Wealth Advisors, LLC 0.01% Add +45.8% 1,910 $63K
First Community Trust NA 0.05% No change 1,905 $63K
Gables Capital Management Inc. 0.03% No change 1,800 $59K
Cherry Tree Wealth Management, LLC 0.01% Reduce -30.3% 1,789 $59K
Princeton Global Asset Management LLC 0.01% Add +1685.0% 1,785 $59K
SOA Wealth Advisors, LLC. 0.01% No change 1,768 $58K
Plante Moran Financial Advisors, LLC 0.00% No change 1,700 $56K
Vermillion & White Wealth Management Group, LLC 0.04% No change 1,655 $54K
Decker Retirement Planning Inc. 0.03% New 1,592 $52K
SWAN Capital LLC 0.02% No change 1,555 $51K
Capital Analysts, LLC 0.00% No change 1,557 $51K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,550 $51K
Proffitt & Goodson Inc. 0.01% No change 1,550 $51K
Archer Investment Corp 0.01% Reduce -2.2% 1,495 $49K
Stuart Chaussee & Associates, Inc. 0.01% New 1,485 $49K
Tsfg, LLC 0.01% Reduce -26.7% 1,452 $48K
Evolution Wealth Management Inc. 0.06% — 1,420 $47K
Sound Income Strategies, LLC 0.00% Reduce -65.5% 1,394 $46K
Fortis Group Advisors, LLC 0.01% No change 1,378 $45K
Stephens Consulting, LLC 0.01% No change 1,374 $45K
GAMMA Investing LLC 0.00% No change 1,366 $45K
Cornerstone Planning Group LLC 0.01% No change 1,281 $44K
West Oak Capital, LLC 0.02% No change 1,295 $43K
Smartleaf Asset Management LLC 0.00% No change 1,271 $41K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,250 $41K
Vermillion Wealth Management, Inc. 0.02% Add +3.9% 1,239 $41K
Beacon Capital Management, LLC 0.01% No change 1,236 $41K
Colonial Trust Co / SC 0.01% No change 1,234 $40K
Nova Wealth Management, Inc. 0.03% No change 1,210 $40K
Darwin Wealth Management, LLC 0.01% Reduce -45.5% 1,192 $39K
Duncker Streett & Co. Inc. 0.01% No change 1,181 $39K
Trust Co. of Toledo NA 0.00% New 1,172 $38K
Dogwood Wealth Management LLC 0.02% No change 1,128 $38K
Asset Dedication, LLC 0.00% No change 1,109 $36K
Financial Management Professionals, Inc. 0.00% Add +37.6% 1,105 $36K
Toth Financial Advisory Corp. 0.00% No change 1,095 $36K
Atticus Wealth Management, LLC 0.01% No change 1,066 $35K
Richardson Capital Management LLC 0.02% No change 1,035 $34K
Beaird Harris Wealth Management, LLC 0.00% No change 1,020 $33K
Kentucky Trust Co 0.02% No change 1,000 $33K
Abound Wealth Management 0.01% No change 980 $32K
Centricity Wealth Management, LLC 0.03% Reduce -44.3% 976 $32K
Addison Advisors LLC 0.01% New 953 $31K
Granite FO LLC 0.02% No change 950 $31K
GeoWealth Management, LLC 0.00% Reduce -23.1% 947 $31K
Old Second National Bank of Aurora 0.01% No change 886 $29K
Millstone Evans Group, LLC 0.02% No change 885 $29K
Godsey & Gibb, Inc. 0.00% No change 875 $29K
Keystone Financial Group, Inc. 0.02% No change 810 $28K
First United Bank & Trust 0.01% Add +5.0% 845 $28K
Burkett Financial Services, LLC 0.01% No change 833 $27K
Horizons Wealth Management 0.02% No change 812 $27K
ORG Partners LLC 0.01% Reduce -66.0% 810 $27K
Smallwood Wealth Investment Management, LLC 0.01% No change 800 $26K
Highline Wealth Partners LLC 0.01% New 800 $26K
CX Institutional 0.00% No change 778 $26K
Essex Investment Management Co. LLC 0.00% No change 771 $25K
General Partner, Inc. 0.01% No change 750 $25K
Center for Financial Planning, Inc. 0.00% New 750 $25K
American Capital Advisory, LLC 0.01% No change 727 $24K
DiNuzzo Private Wealth, Inc. 0.00% No change 720 $24K
Bellwether Advisors, LLC 0.00% No change 700 $23K
Blume Capital Management, Inc. 0.00% New 674 $22K
LRI Investments, LLC 0.00% No change 638 $21K
Garde Capital, Inc. 0.00% Add +62.5% 619 $20K
Cape Investment Advisory, Inc. 0.01% Add +96.8% 618 $20K
Wealth Preservation Advisors, LLC 0.01% No change 610 $20K
Hara Capital LLC 0.01% No change 600 $20K
Flagship Wealth Advisors, LLC 0.01% Add +9.1% 600 $20K
Prestige Wealth Management Group LLC 0.00% No change 600 $20K
Bellevue Asset Management, LLC 0.01% No change 568 $19K
Westside Investment Management, Inc. 0.00% No change 556 $18K
Beacon Capital Management, Inc. 0.00% New 553 $18K
Delta Asset Management LLC 0.00% Add +60.6% 530 $17K
Clearstead Trust, LLC 0.00% No change 522 $17K
SouthState Bank Corp 0.00% Add +4.2% 521 $17K
Crewe Advisors LLC 0.00% No change 516 $17K
Crews Bank & Trust 0.00% No change 500 $16K
Nexus Investment Management ULC 0.00% No change 500 $16K
Broadwater Capital Management LLC 0.01% Add +3181.1% 15,782 $16K
SJS Investment Consulting Inc. 0.00% No change 481 $16K
Cranbrook Wealth Management, LLC 0.00% No change 463 $15K
Caldwell Sutter Capital, Inc. 0.01% Add +187.5% 460 $15K
Johnson Financial Group, Inc. 0.00% Reduce -69.4% 440 $14K
Quest 10 Wealth Builders, Inc. 0.01% No change 430 $14K
Binnacle Investments Inc 0.01% No change 430 $14K
Mid-American Wealth Advisory Group, Inc. 0.01% New 420 $14K
MCF Advisors LLC 0.00% Add +5.9% 415 $14K
Founders Capital Management 0.01% Add +20.6% 410 $13K
Country Trust Bank 0.00% New 408 $13K
Riggs Asset Managment Co. Inc. 0.00% Reduce -97.8% 400 $13K
Washington Trust Advisors, Inc. 0.00% Reduce -11.1% 400 $13K
Fairscale Capital, LLC 0.01% No change 390 $13K
Semmax Financial Advisors Inc. 0.00% No change 341 $12K
Financially Speaking Inc 0.01% New 334 $11K
Brooklyn Investment Group 0.00% New 315 $10K
Kessler Investment Group, LLC 0.00% No change 312 $10K
Signature Resources Capital Management, LLC 0.01% New 300 $10K
Game Plan Financial Advisors, LLC 0.00% New 300 $10K
Iron Horse Wealth Management, LLC 0.00% New 300 $10K
REAP Financial Group, LLC 0.00% No change 300 $10K
Stone House Investment Management, LLC 0.00% Reduce -0.7% 293 $10K
Redwood Park Advisors LLC 0.01% No change 250 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 200 $7K
NewSquare Capital LLC 0.00% New 208 $7K
St. Johns Investment Management Company, LLC 0.00% New 202 $7K
Midwest Capital Advisors, LLC 0.00% New 200 $7K
Barrett & Company, Inc. 0.00% No change 200 $7K
Financial Perspectives, Inc 0.00% No change 200 $7K
Louisbourg Investments Inc. 0.00% Reduce -33.3% 200 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $7K
Dunhill Financial, LLC 0.00% New 195 $6K
Horrell Capital Management, Inc. 0.00% No change 180 $6K
Medallion Wealth Advisors, LLC 0.00% No change 174 $6K
Cedar Mountain Advisors, LLC 0.00% No change 170 $6K
Byrne Asset Management LLC 0.00% No change 160 $5K
Financial Gravity Companies, Inc. 0.00% — 159 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 155 $5K
Clarity Asset Management, Inc. 0.00% New 152 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $5K
WealthTrak Capital Management LLC 0.00% Reduce -57.8% 133 $4K
Grove Bank & Trust 0.00% No change 133 $4K
Tower Research Capital LLC (TRC) 0.00% Add +10.3% 118 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $4K
Christopher J. Hasenberg, Inc 0.00% No change 110 $4K
Robinswood Financial LLC 0.00% No change 100 $3K
Wellington Shields & Co., LLC 0.00% No change 100 $3K
CVA Family Office, LLC 0.00% No change 100 $3K
Luminist Capital LLC 0.00% New 100 $3K
AllSquare Wealth Management LLC 0.00% No change 95 $3K
Lummis Asset Management, LP 0.00% No change 85 $3K
Anchor Investment Management, LLC 0.00% No change 80 $3K
Ascentis Wealth Management, LLC 0.00% Reduce -97.6% 70 $2K
DecisionPoint Financial, LLC 0.00% New 67 $2K
New Millennium Group LLC 0.00% Reduce -14.1% 61 $2K
Park Square Financial Group, LLC 0.00% Add +166.7% 56 $2K
Cypress Capital Management LLC (WY) 0.00% No change 50 $2K
Legacy Investment Solutions, LLC 0.00% — 40 $1K
Legacy Wealth Managment, LLC 0.00% No change 40 $1K
Schonfeld Strategic Advisors LLC 0.00% No change 38 $1K
Murphy & Mullick Capital Management Corp 0.00% No change 35 $1K
Bernard Wealth Management Corp. 0.00% Reduce -60.3% 25 $821
Compass Financial Services Inc 0.00% New 23 $755
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $657
McIlrath & Eck, LLC 0.00% New 18 $591
Horizon Investments, LLC 0.00% No change 16 $525
Prudent Man Investment Management, Inc. 0.00% No change 10 $264
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $230
Bulwark Capital Corp 0.00% — 1 $33
Wood Tarver Financial Group, LLC 0.00% No change 18 $0

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