iShares Silver TrustSLVETF

13F holders, Q3 2025 (September 30)
1,212holders +134
205new positions
63sold out
4famous investors
$42.36avg. 13F price*

At the end of Q3 2025, 1,212 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 134 from Q2 2025. 205 opened new positions and 63 sold out. The largest holders were Morgan Stanley ($925.4M), Bank of America Corp. ($471.8M) and LPL Financial LLC ($377.0M). 4 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions205$181.7M
Exits63$174.7M

All 13F filers, Q2 2025 → Q3 2025: 28,695,092 shares bought and 27,690,113 shares sold, net +1,004,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,212 holders

Morgan Stanley 0.06% Add +26.3% 21,841,529 $925.4M
Bank of America Corp. 0.04% Add +13.1% 11,136,079 $471.8M
LPL Financial LLC 0.11% Add +13.2% 8,896,990 $377.0M
UBS Group AG 0.06% Reduce -57.6% 7,417,190 $314.3M
Wells Fargo & Company 0.05% Add +7.0% 6,331,444 $268.3M
BNP Paribas Financial Markets 0.14% Add +30.1% 4,135,081 $175.2M
SG Americas Securities, LLC 0.62% Add +35.7% 3,915,640 $165.9M
Meitav Investment House Ltd. 1.66% No change 2,972,600 $125.6M
Royal Bank of Canada 0.02% Add +5.6% 2,821,824 $119.6M
Raymond James Financial Inc. 0.04% Add +12.7% 2,786,172 $118.1M
Ameriprise Financial Inc. 0.03% Add +27.3% 2,676,218 $113.4M
Commonwealth Equity Services, LLC 0.11% Add +1.3% 2,023,406 $85.7M
HighTower Advisors, LLC 0.08% Add +5.7% 1,750,124 $74.2M
Guggenheim Capital LLC 0.54% Add +85.9% 1,700,489 $72.0M
Cetera Investment Advisers 0.08% Add +28.9% 1,663,215 $70.5M
Envestnet Asset Management Inc. 0.02% Add +20.0% 1,646,056 $69.7M
Stifel Financial Corp. 0.06% Add +7.6% 1,591,016 $67.4M
JPMorgan Chase & Co. 0.00% Reduce -25.9% 1,486,767 $63.0M
IMC-Chicago, LLC 1.08% Reduce -2.9% 1,433,264 $60.7M
Susquehanna International Group, LLP 0.09% Add +207.9% 1,431,238 $60.6M
Osaic Holdings, Inc. 0.08% Add +21.5% 1,376,842 $54.7M
Goldman Sachs Group Inc. 0.01% Reduce -39.5% 1,182,195 $50.1M
Bleakley Financial Group, LLC 1.04% Reduce -1.8% 1,059,759 $44.9M
MML Investors Services, LLC 0.12% Add +18.0% 1,039,913 $44.1M
Kestra Advisory Services, LLC 0.19% Add +44.6% 1,004,046 $42.5M
Mainstay Capital Management LLC 4.25% Add +478.6% 999,890 $42.4M
Quadrature Capital Ltd 0.48% Add +1691.5% 960,353 $40.7M
Ion Asset Management Ltd. 4.93% Reduce -14.9% 952,175 $40.3M
Permanens Capital L.P. 5.89% Add +50.7% 931,983 $39.5M
Cambridge Investment Research Advisors, Inc. 0.11% Add +5.5% 916,368 $38.8M
GLOBALT Investments LLC / GA 1.37% Reduce -1.4% 885,198 $37.5M
Foundations Investment Advisors, LLC 0.53% Add +24.5% 866,655 $36.7M
National Bank of Canada 0.04% Add +0.4% 799,222 $33.8M
Tudor Investment Corporation 0.21% Reduce -14.3% 749,893 $31.8M
Verition Fund Management LLC 0.19% Add +1784.7% 741,908 $31.4M
Corecam Pte. Ltd. 16.49% Add +4.7% 729,500 $30.9M
1832 Asset Management L.P. 0.05% Reduce -12.6% 710,038 $30.1M
Baird Financial Group, Inc. 0.05% Reduce -0.8% 700,604 $29.7M
Mackenzie Financial Corp. 0.03% Reduce -0.9% 678,266 $28.7M
Truist Financial Corp. 0.04% Add +60.3% 677,137 $28.7M
Marex Group Ltd 0.35% Add +215.4% 676,968 $28.7M
NorthCoast Asset Management LLC 0.11% Add +1.5% 664,230 $28.1M
Saudi Central Bank 1.00% Reduce -33.3% 621,400 $26.3M
Briaud Financial Planning Inc 8.60% Add +5493.2% 621,064 $26.3M
Richard C. Young & CO., LTD. 2.40% Reduce -13.7% 609,624 $25.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.19% Add +34.4% 605,000 $25.4M
Cadence Wealth Management LLC 12.57% Reduce -21.8% 566,345 $24.0M
RIA Advisory Group LLC 6.13% Add +20.1% 561,385 $23.8M
Private Advisor Group, LLC 0.11% Add +19.9% 523,475 $22.2M
Great Valley Advisor Group, Inc. 0.44% Reduce -1.3% 520,296 $22.0M
NewEdge Advisors, LLC 0.10% Reduce -17.7% 509,748 $21.6M
CIBC Bancorp USA Inc. 0.13% — 492,200 $20.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +15.4% 470,100 $19.9M
Rockefeller Capital Management L.P. 0.04% Add +85.0% 469,142 $19.9M
Bank of New York Mellon Corp 0.00% Reduce -35.0% 456,269 $19.3M
Northeast Planning Associates, Inc. / NH / 16.31% Add +7.3% 453,735 $19.2M
Carrera Capital Advisors 3.37% Reduce -0.0% 443,019 $18.8M
Insigneo Advisory Services, LLC 1.27% Add +9.2% 425,931 $18.0M
AMG National Trust Bank 0.44% Reduce -3.5% 421,124 $17.8M
Proficio Capital Partners LLC 1.21% Add +14.0% 417,145 $17.7M
TSP Capital Management Group, LLC 4.68% New 412,525 $17.5M
Bank of Montreal 0.01% Reduce -5.2% 409,782 $17.4M
Sagil Capital LLP 10.23% Add +100.0% 400,000 $16.9M
New Harbor Financial Group, LLC 3.43% Add +4.9% 399,216 $16.9M
Janney Montgomery Scott LLC 0.04% Add +9.7% 392,287 $16.6M
Teacher Retirement System of Texas 0.07% Reduce -13.6% 389,000 $16.5M
Jones Financial Companies LLLP 0.01% Add +33.8% 391,871 $16.4M
LMR Partners LLP 0.31% Add +89.6% 379,192 $16.1M
Citigroup Inc. 0.01% Add +27.0% 356,152 $15.1M
Marshall Wace, LLP 0.02% Reduce -74.8% 354,003 $15.0M
Caliber Wealth Management, LLC / KS 1.60% Reduce -2.0% 339,724 $14.4M
Captrust Financial Advisors 0.03% Add +8.3% 339,322 $14.4M
Synovus Financial Corp. 0.16% Add +5.8% 334,211 $14.2M
Citadel Advisors 0.01% New 327,822 $13.9M
Debussy Capital Management LP 1.92% Reduce -19.3% 320,953 $13.6M
Steward Partners Investment Advisory, LLC 0.08% Reduce -3.9% 311,049 $13.2M
Chicago Wealth Management, Inc. 5.62% Reduce -0.5% 304,232 $12.9M
Mariner, LLC 0.02% Add +33.9% 300,094 $12.7M
Cerity Partners LLC 0.02% Add +1.0% 296,956 $12.6M
Twin Tree Management, LP 0.58% Reduce -21.9% 293,591 $12.4M
Trek Financial, LLC 0.73% Reduce -52.0% 289,463 $12.3M
Oxbow Advisors, LLC 1.13% Add +41.2% 283,872 $12.0M
Agf Management Ltd. 0.05% Add +28.3% 280,191 $11.9M
Integrated Wealth Concepts LLC 0.10% Add +15.8% 275,299 $11.7M
Cubist Systematic Strategies, LLC 0.16% New 275,277 $11.7M
IHT Wealth Management, LLC 0.29% Add +12.5% 274,544 $11.6M
Cercano Management LLC 0.44% No change 270,859 $11.5M
Oppenheimer & Co. Inc. 0.13% Add +36.0% 259,817 $11.0M
Kaydan Wealth Management, Inc. 3.11% Reduce -46.0% 257,273 $10.9M
Barclays PLC 0.00% Reduce -22.2% 255,136 $10.8M
Independent Financial Group, LLC 0.26% Add +65.1% 253,930 $10.8M
Sowell Financial Services LLC 0.41% Add +47.6% 253,530 $10.7M
Wealthfront Advisers LLC 0.03% Add +37.4% 253,414 $10.7M
PenderFund Capital Management Ltd. 4.10% No change 250,000 $10.6M
Cresset Asset Management, LLC 0.05% Reduce -15.6% 249,814 $10.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +14.6% 242,573 $10.5M
Equitable Holdings, Inc. 0.08% Add +26.4% 245,421 $10.4M
Ariadne Wealth Management, LP 4.59% No change 215,850 $10.2M
Millennium Management 0.01% Add +51.1% 240,595 $10.2M
Fifth Third Securities, Inc. 0.69% Add +44.1% 238,726 $10.1M
Innovative Advisory Group, LLC 6.55% Reduce -2.5% 235,535 $10.0M
PNC Financial Services Group, Inc. 0.01% Add +18.8% 226,972 $9.6M
ARS Wealth Advisors Group, LLC 0.94% Reduce -1.5% 224,769 $9.5M
Cypress Capital Group 1.13% Add +10.7% 223,301 $9.5M
Creative Planning 0.01% Add +13.2% 215,888 $9.1M
Evoke Wealth, LLC 0.19% Add +30.0% 214,748 $9.1M
Fourpath Capital Management, LLC 1.26% New 209,488 $8.9M
Tidal Investments LLC 0.04% Add +1059.6% 206,612 $8.8M
WESCAP Management Group, Inc. 1.83% Add +6.2% 205,030 $8.7M
Augustine Asset Management Inc. 1.71% Reduce -1.3% 200,052 $8.5M
Ardsley Advisory Partners LP 1.30% New 200,000 $8.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +81.1% 199,800 $8.5M
Sigma Planning Corp 0.24% Add +29.7% 197,192 $8.4M
Optiver Holding B.V. 0.13% New 194,534 $8.2M
Meridian Wealth Management, LLC 0.31% Reduce -0.5% 191,002 $8.1M
Nations Financial Group Inc, /Ia/ 0.50% Reduce -1.1% 188,751 $8.0M
Beacon Pointe Advisors, LLC 0.07% Add +8.6% 185,768 $7.9M
Blair William & Co. 0.02% Add +593.0% 185,371 $7.9M
Wolverine Trading, LLC 0.16% New 181,094 $7.7M
Granite Bay Wealth Management, LLC 2.00% New 180,962 $7.7M
Prospera Financial Services Inc 0.13% Reduce -2.4% 180,840 $7.7M
TD Waterhouse Canada Inc. 0.05% Add +74.7% 172,854 $7.6M
NTV Asset Management LLC 0.83% Reduce -4.3% 178,968 $7.6M
China Universal Asset Management Co., Ltd. 0.62% Add +167.9% 177,900 $7.5M
Cwm, LLC 0.02% Reduce -3.2% 176,268 $7.5M
Guidance Capital, Inc. 1.93% Reduce -3.5% 168,143 $7.4M
Arkadios Wealth Advisors 0.18% Reduce -36.9% 171,675 $7.3M
Arnhold LLC 0.60% No change 169,060 $7.2M
Clark Capital Management Group, Inc. 0.04% Add +5.8% 166,433 $7.1M
Aragon Global Management, LP 2.13% New 163,800 $6.9M
Keel Point, LLC 0.43% Add +7.2% 163,201 $6.9M
Twelve Points Wealth Management LLC 1.72% Reduce -20.1% 163,125 $6.9M
DAVENPORT & Co LLC 0.04% Reduce -4.6% 161,419 $6.8M
Canton Hathaway, LLC 1.31% Reduce -0.8% 160,464 $6.8M
Faithward Advisors, LLC 1.00% Reduce -67.2% 158,538 $6.7M
&partners 0.04% Add +13.8% 157,608 $6.7M
Farther Finance Advisors, LLC 0.10% Add +137.0% 155,281 $6.6M
Nwam LLC 0.35% Reduce -1.4% 135,733 $6.5M
Mutual Advisors, LLC 0.14% Reduce -18.2% 144,968 $6.4M
SBI Securities Co., Ltd. 0.16% Add +32.5% 150,532 $6.4M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -25.0% 150,000 $6.4M
Agp Franklin, LLC 3.08% No change 149,006 $6.3M
Sprott Inc. 0.23% Add +0.9% 146,894 $6.2M
K2 Principal Fund, L.P. 2.23% Add +655.8% 146,631 $6.2M
Stratos Wealth Partners, LTD. 0.07% Add +6.0% 146,162 $6.2M
Brookwood Investment Group LLC 0.80% Add +282.4% 145,694 $6.2M
Independent Advisor Alliance 0.16% Add +42.1% 143,877 $6.1M
Brookstone Capital Management 0.07% Add +41.5% 143,832 $6.1M
Exit Wealth Advisors, LLC. 4.00% — 141,407 $6.0M
Stephens Inc. 0.07% Reduce -0.6% 138,828 $5.9M
Scotia Capital Inc. 0.02% Add +9.9% 137,284 $5.8M
Consolidated Portfolio Review Corp 0.73% Add +1.4% 137,091 $5.8M
Ariose Capital Management Ltd 1.92% Reduce -55.5% 134,900 $5.7M
US Bancorp \de 0.01% Reduce -16.6% 134,182 $5.7M
Lesa Sroufe & Co 4.56% Add +4.7% 133,150 $5.6M
Members Advisory Group LLC 1.98% Add +21.5% 132,425 $5.6M
U.S. Capital Wealth Advisors, LLC 0.15% Add +8.4% 131,496 $5.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 130,000 $5.5M
Focus Partners Wealth 0.01% Add +1.1% 128,222 $5.4M
Altfest L J & Co. Inc. 0.61% Reduce -38.1% 128,091 $5.4M
Wealthcare Advisory Partners LLC 0.11% Add +15.9% 125,818 $5.3M
Advisory Services Network, LLC 0.08% Reduce -13.1% 125,430 $5.3M
Nkcfo LLC 1.60% No change 125,400 $5.3M
CreativeOne Wealth, LLC 0.13% Add +5.0% 123,330 $5.2M
Armor Advisors, L.L.C. 4.95% Add +69.4% 123,277 $5.2M
CWA Asset Management Group, LLC 0.19% Reduce -6.0% 123,040 $5.2M
Comerica Bank 0.02% Reduce -21.1% 121,639 $5.2M
Seven Post Investment Office LP 1.82% No change 119,501 $5.1M
Financial Sense Advisors, Inc. 1.04% Reduce -16.8% 119,318 $5.1M
D.A. Davidson & Co. 0.03% Reduce -2.1% 117,700 $5.0M
Arete Wealth Advisors, LLC 0.31% Add +43.9% 117,641 $5.0M
Capital Wealth Planning, LLC 0.04% Reduce -49.8% 117,237 $5.0M
Reyes Financial Architecture, Inc. 3.29% Add +3198.3% 114,318 $4.8M
Private Harbour Investment Management & Counsel, LLC 5.01% Reduce -7.5% 114,165 $4.8M
Leavell Investment Management, Inc. 0.20% Add +35.2% 113,694 $4.8M
Snowden Capital Advisors LLC 0.13% Add +2.7% 113,296 $4.8M
Lake Hills Wealth Management, LLC 2.53% Reduce -44.8% 111,951 $4.7M
Sugar Maple Asset Management, LLC 3.38% Add +23.4% 111,484 $4.7M
Mgo One Seven LLC 0.11% Add +8.5% 110,177 $4.7M
Strategic Investment Solutions, Inc. 1.22% Add +107.7% 108,450 $4.6M
Fielder Capital Group LLC 1.03% Reduce -5.4% 107,174 $4.5M
Mercer Global Advisors Inc. 0.01% Add +9.2% 107,022 $4.5M
Private Wealth Asset Management, LLC 0.53% Add +6.6% 106,010 $4.5M
Fortis Group Advisors, LLC 0.77% Add +7252.2% 101,313 $4.5M
Kiker Wealth Management, LLC 2.25% Reduce -3.5% 105,181 $4.5M
Independent Wealth Network Inc. 1.42% Add +1.0% 104,236 $4.4M
Banco BTG Pactual S.A. 0.64% Add +90.8% 103,260 $4.4M
Cornerstone Wealth Management, LLC 0.24% Add +23.9% 101,685 $4.3M
Private Wealth Advisors, LLC 1.61% Reduce -2.0% 100,741 $4.3M
Pettinga Financial Advisors LLC 0.83% Reduce -1.3% 100,603 $4.3M
J.W. Cole Advisors, Inc. 0.08% Add +16.1% 100,517 $4.3M
DCF Advisers, LLC 1.61% No change 100,000 $4.2M
Corient Private Wealth LP 0.01% Add +98.4% 96,598 $4.1M
Jamison Private Wealth Management, Inc. 0.52% No change 95,488 $4.0M
CoreCap Advisors, LLC 0.14% Add +99.2% 93,104 $3.9M
Principal Financial Group Inc. 0.00% No change 92,560 $3.9M
Evanson Asset Management, LLC 0.22% Add +1.6% 92,543 $3.9M
B. Riley Wealth Advisors, Inc. 0.19% Add +0.8% 92,286 $3.9M
MAI Capital Management 0.02% Add +43.7% 91,465 $3.9M
Fifth Third Bancorp 0.01% Reduce -4.0% 90,876 $3.9M
Smith, Moore & Co. 0.29% Add +1.3% 90,802 $3.8M
Sovran Advisors, LLC 0.34% Add +3.7% 86,316 $3.8M
RoundAngle Advisors LLC 2.96% Reduce -0.1% 90,321 $3.8M
Lombard Odier Asset Management (USA) Corp 1.02% New 90,000 $3.8M
Harvest Investment Services, LLC 0.77% Add +51.5% 89,953 $3.8M
LifeWealth Investments, LLC 1.26% Add +0.8% 89,939 $3.8M
Abbington Investment Group 3.24% — 89,289 $3.8M
Eagle Strategies LLC 0.50% Add +728.5% 88,818 $3.8M
Encompass More Asset Management 0.72% Add +33.8% 87,798 $3.7M
Shepherd Financial Partners LLC 0.35% New 87,562 $3.7M
Chesley Taft & Associates LLC 0.16% Add +0.6% 87,400 $3.7M
Assetmark, Inc. 0.01% Add +4.0% 86,597 $3.7M
Arkos Global Advisors 0.47% Reduce -62.6% 86,535 $3.7M
Empirical Asset Management, LLC 1.02% Reduce -7.3% 86,462 $3.7M
Bfsg, LLC 0.35% Reduce -1.1% 86,231 $3.7M
CENTRAL TRUST Co 0.08% Reduce -1.4% 85,801 $3.6M
James Investment Research, Inc. 0.40% Add +51.5% 85,625 $3.6M
Perennial Investment Advisors, LLC 0.30% Add +21.7% 85,399 $3.6M
Flow Traders U.S. LLC 0.15% New 85,351 $3.6M
National Wealth Management Group, LLC 1.35% Add +585.2% 84,693 $3.6M
Chelsea Counsel Co. 1.58% No change 84,000 $3.6M
Global Retirement Partners, LLC 0.08% Reduce -22.9% 83,969 $3.6M
Robinson Value Management, Ltd. 2.06% Reduce -6.5% 83,749 $3.5M
CI Investments Inc. 0.01% No change 81,000 $3.4M
HB Wealth Management, LLC 0.02% Add +17.2% 80,877 $3.4M
Bravias Capital Group, LLC 2.29% Add +153.7% 80,750 $3.4M
NWF Advisory Services Inc. 0.37% Reduce -29.9% 80,336 $3.4M
Ameritas Advisory Services, LLC 0.22% Reduce -13.3% 80,180 $3.4M
Knoll Capital Management, LLC 1.82% No change 80,000 $3.4M
Vanguard Capital Wealth Advisors 2.69% Add +28.6% 79,336 $3.4M
Allworth Financial LP 0.01% Add +2.5% 78,215 $3.3M
Focus Financial Network, Inc. 0.12% Add +5.2% 78,058 $3.3M
Man Group plc 0.01% New 77,802 $3.3M
Cadent Capital Advisors, LLC 0.87% Add +8.4% 77,800 $3.3M
CIBC Private Wealth Group LLC 0.01% Add +6.5% 77,752 $3.3M
Dorsey Wright & Associates 0.73% Reduce -1.4% 77,375 $3.3M
Ameliora Wealth Management Ltd. 1.06% Add +413.3% 75,107 $3.2M
Barnes Dennig Private Wealth Management LLC 3.38% Reduce -16.2% 74,350 $3.2M
Strategic Blueprint, LLC 0.14% Add +2.1% 74,008 $3.1M
Kingsview Wealth Management, LLC 0.05% Add +28.0% 73,820 $3.1M
Axxcess Wealth Management, LLC 0.07% Add +33.6% 72,490 $3.1M
GK Wealth Management LLC 2.23% Add +9.2% 70,919 $3.0M
PGIM Custom Harvest LLC 0.04% Reduce -2.4% 69,875 $3.0M
Basso Capital Management, L.P. 1.98% Add +32.1% 69,660 $3.0M
ROI Financial Advisors, LLC 1.76% Add +30.9% 69,656 $3.0M
Dynamic Advisor Solutions LLC 0.09% Add +2.4% 69,395 $2.9M
Cacti Asset Management LLC 0.19% Reduce -20.8% 70,200 $2.9M
Wellington Shields Capital Management, LLC 0.45% Add +1.0% 69,302 $2.9M
Apollon Wealth Management, LLC 0.05% Add +56.3% 69,035 $2.9M
Summit Financial, LLC 0.04% Add +35.7% 68,902 $2.9M
Williams & Novak, LLC 2.24% Reduce -2.0% 68,819 $2.9M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -0.4% 68,780 $2.9M
Kestra Private Wealth Services, LLC 0.04% Add +27.6% 68,027 $2.9M
Benin Management CORP 0.66% Add +563.6% 65,735 $2.8M
Cushing Capital Partners, LLC 2.18% Add +6.5% 65,696 $2.8M
Empowered Funds, LLC 0.03% Add +128.0% 65,520 $2.8M
AE Wealth Management LLC 0.02% Add +26.0% 65,238 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +18.7% 65,098 $2.8M
Inspire Trust Co, N.A. 0.50% No change 65,000 $2.8M
Jackson Hole Capital Partners, LLC 0.47% No change 64,829 $2.7M
World Investment Advisors 0.06% Add +1.9% 64,703 $2.7M
Sapient Capital LLC 0.04% Add +74.2% 64,404 $2.7M
Fox Hill Wealth Management 1.28% Add +9.6% 64,453 $2.7M
Perigon Wealth Management, LLC 0.06% Add +112.0% 64,358 $2.7M
Pallas Capital Advisors LLC 0.10% No change 63,350 $2.7M
Midwest Trust Co 0.03% Reduce -0.7% 62,793 $2.7M
Orion Porfolio Solutions, LLC 0.02% Add +22.2% 62,790 $2.7M
Toronto Dominion Bank 0.01% Add +66.3% 84,280 $2.7M
Concurrent Investment Advisors, LLC 0.05% Reduce -10.8% 61,862 $2.6M
Southeast Asset Advisors, LLC 0.28% No change 60,915 $2.6M
Plan Group Financial, LLC 0.69% New 60,912 $2.6M
Arvest Investments, Inc. 0.37% Reduce -13.9% 60,738 $2.6M
Kercheville Advisors, LLC 0.78% Add +18.6% 60,700 $2.6M
Wilmar Advisors LLC 2.09% Reduce -14.3% 60,000 $2.5M
Blue Trust, Inc. 0.03% Add +1.5% 59,971 $2.5M
Rik Saylor Financial, Inc. 1.85% Reduce -3.7% 59,758 $2.5M
Ieq Capital, LLC 0.01% Add +29.3% 59,392 $2.5M
Price Capital Management, Inc. 2.95% New 59,220 $2.5M
Sandler Capital Management 0.92% New 59,000 $2.5M
Sig Brokerage, LP 0.62% Reduce -9.4% 58,441 $2.5M
Simmons Bank 0.16% Reduce -9.7% 58,335 $2.5M
FineMark National Bank & Trust 0.08% Add +23.5% 58,273 $2.5M
Savvy Advisors, Inc. 0.11% Add +206.7% 57,881 $2.5M
Financial Advocates Investment Management 1.37% Reduce -44.8% 57,484 $2.4M
Symphony Financial, Ltd. Co. 0.29% Reduce -2.9% 57,718 $2.4M
Level Four Advisory Services, LLC 0.08% Add +4.8% 56,690 $2.4M
IFC Advisors LLC 0.44% Reduce -4.8% 56,598 $2.4M
Associated Banc-Corp 0.06% Reduce -4.8% 56,481 $2.4M
Primoris Wealth Advisors, LLC 1.52% Reduce -27.6% 56,330 $2.4M
MGB Wealth Management, LLC 0.67% Reduce -4.7% 56,171 $2.4M
Bank of Nova Scotia 0.00% Reduce -69.8% 56,119 $2.4M
Capstone Wealth Management Group LLC 1.49% Reduce -0.3% 55,189 $2.3M
Sound View Wealth Advisors Group, LLC 0.16% Add +12.5% 54,716 $2.3M
IMG Wealth Management, Inc. 1.56% Reduce -3.6% 54,446 $2.3M
TD Private Client Wealth LLC 0.05% Add +10.4% 54,396 $2.3M
Pekin Hardy Strauss, Inc. 0.23% Reduce -1.8% 54,265 $2.3M
Professional Financial Advisors, LLC 0.48% Add +8.0% 54,122 $2.3M
Glenmede Investment Management, LP 0.01% Reduce -21.7% 53,450 $2.3M
Intellus Advisors LLC 0.31% Add +0.3% 53,000 $2.2M
Well Done, LLC 0.38% Add +83.1% 52,848 $2.2M
Cibc World Market Inc. 0.00% Add +6.3% 52,839 $2.2M
Principia Wealth Advisory, LLC 1.60% Reduce -36.7% 52,815 $2.2M
Centennial Wealth Advisory LLC 0.62% Add +0.9% 52,511 $2.2M
Synergy Asset Management, LLC 0.08% Add +228.4% 60,425 $2.2M
Avior Wealth Management, LLC 0.07% Reduce -5.6% 51,122 $2.2M
Intellectus Partners, LLC 0.42% Reduce -9.4% 50,735 $2.1M
Kovack Advisors, Inc. 0.20% Add +61.6% 50,692 $2.1M
Principal Securities, Inc. 0.04% Add +2.7% 50,487 $2.1M
Fiduciary Alliance LLC 0.14% Add +16.4% 50,215 $2.1M
Benjamin Edwards Inc. 0.02% Add +298.4% 50,197 $2.1M
Miller Financial Services LLC 2.45% Reduce -1.1% 50,047 $2.1M
Pathstone Holdings, LLC 0.01% Add +119.0% 49,979 $2.1M
Global View Capital Management LLC 0.45% Add +473.8% 49,626 $2.1M
Empire Financial Management Company, LLC 0.48% Add +4.4% 49,439 $2.1M
Caitlin John, LLC 1.45% Reduce -9.7% 49,269 $2.1M
OneDigital Investment Advisors LLC 0.02% Add +4.4% 48,912 $2.1M
Sequoia Financial Advisors, LLC 0.01% Add +12.8% 48,823 $2.1M
Clare Market Investments LLC 0.41% Add +24.4% 48,610 $2.1M
Mezzasalma Advisors, LLC 0.53% Reduce -2.0% 48,597 $2.1M
Park Avenue Securities LLC 0.02% Add +10.4% 48,583 $2.1M
Requisite Capital Management, LLC 0.34% New 48,151 $2.0M
One Charles Private Wealth Services, LLC 0.53% Reduce -0.4% 47,710 $2.0M
Stevens Capital Management LP 0.27% Reduce -47.2% 47,600 $2.0M
Bulltick Wealth Management, LLC 0.48% Reduce -0.8% 47,424 $2.0M
Flagship Harbor Advisors, LLC 0.09% Add +48.3% 47,305 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -6.4% 47,092 $2.0M
Avalon Capital Management 0.49% Reduce -1.3% 46,743 $2.0M
Scarborough Advisors, LLC 0.35% Add +666.5% 46,585 $2.0M
Regions Financial Corp. 0.01% Reduce -16.2% 46,565 $2.0M
GFS Advisors, LLC 0.25% Reduce -6.9% 46,558 $2.0M
PFG Investments, LLC 0.10% Add +26.5% 46,501 $2.0M
Lido Advisors, LLC 0.01% Add +20.7% 46,249 $2.0M
Moulton Wealth Management, Inc. 1.41% New 45,618 $1.9M
Money Concepts Capital Corp. 0.12% Add +144.4% 45,530 $1.9M
Vontobel Holding Ltd. 0.01% Reduce -56.0% 45,468 $1.9M
Meritage Portfolio Management 0.13% No change 45,394 $1.9M
Good Steward Wealth Advisors,LLC 1.33% Add +86.8% 45,371 $1.9M
PFG Advisors 0.08% Add +53.3% 45,209 $1.9M
Wedbush Securities Inc. 0.06% Add +4.6% 44,694 $1.9M
Mustico Financial Group, Inc. 1.92% Add +7.8% 49,318 $1.9M
NewEdge Wealth, LLC 0.03% Add +99.6% 43,195 $1.9M
Quaker Wealth Management, LLC 0.60% Reduce -7.1% 43,676 $1.9M
Main Street Financial Solutions, LLC 0.12% Add +6.1% 43,516 $1.8M
Silver Oak Securities, Incorporated 0.14% Add +0.6% 42,936 $1.8M
Investment Partners, LTD. 0.64% No change 42,900 $1.8M
Verity Asset Management, Inc. 0.59% Add +0.2% 42,891 $1.8M
Ausdal Financial Partners, Inc. 0.09% Add +41.4% 42,650 $1.8M
Whittier Trust Co. of Nevada Inc. 0.04% Add +35.0% 41,451 $1.8M
AlTi Global, Inc. 0.04% Reduce -10.3% 42,401 $1.8M
Nokomis Capital, L.L.C. 0.65% New 42,400 $1.8M
Harbour Investments, Inc. 0.04% Add +25.5% 42,210 $1.8M
Evercore Wealth Management, LLC 0.03% Add +13.5% 42,058 $1.8M
CSS LLC 0.31% New 41,340 $1.8M
Tactive Advisors, LLC 0.49% Reduce -71.1% 41,208 $1.7M
Jane Street Group, LLC 0.00% Reduce -98.1% 41,193 $1.7M
M&T Bank Corp 0.01% No change 40,671 $1.7M
WealthCare Investment Partners, LLC 0.56% Add +49.9% 40,117 $1.7M
E&G Advisors, LLC 0.40% Add +18.4% 40,066 $1.7M
McCarter Private Wealth Services LLC 0.87% No change 40,000 $1.7M
Summit Wealth Partners, LLC 0.31% Add +73.8% 39,939 $1.7M
Belpointe Asset Management LLC 0.06% Reduce -60.2% 39,760 $1.7M
Ballew Advisors, Inc 0.94% Add +6.2% 35,988 $1.7M
Wealthspan Partners, LLC 0.65% Reduce -0.1% 39,680 $1.7M
Argent Trust Co 0.06% Add +31.8% 39,606 $1.7M
Koshinski Asset Management, Inc. 0.12% Reduce -3.9% 39,271 $1.7M
Discipline Wealth Solutions, LLC 0.44% Reduce -2.1% 39,156 $1.7M
Jump Financial, LLC 0.02% New 38,561 $1.6M
MMBG Investment Advisors Co. 0.14% New 38,405 $1.6M
First Command Advisory Services, Inc. 0.01% Add +12.2% 38,125 $1.6M
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 37,500 $1.6M
Patten Group, Inc. 0.31% Add +16.7% 37,411 $1.6M
Violich Capital Management, Inc. 0.19% Add +33.1% 37,400 $1.6M
Essex Financial Services, Inc. 0.09% Add +21.9% 37,360 $1.6M
Hamilton Wealth, LLC 0.33% Add +339.2% 37,323 $1.6M
Evergreen Capital Management LLC 0.04% Reduce -10.4% 37,028 $1.6M
Merit Financial Group, LLC 0.01% Add +31.3% 37,010 $1.6M
Clifford Swan Investment Counsel LLC 0.05% Add +114.5% 36,879 $1.6M
Clear Creek Financial Management, LLC 0.13% Add +5.9% 36,557 $1.5M
Clear Street Group Inc. 0.01% — 36,555 $1.5M
Confluence Wealth Services, Inc. 0.08% Add +0.1% 36,318 $1.5M
VestGen Advisors, LLC 0.05% Add +26.4% 36,280 $1.5M
Capital Advisors Inc. 0.03% Add +162.0% 36,264 $1.5M
Daiwa Securities Group Inc. 0.01% Reduce -9.3% 36,150 $1.5M
Coastal Bridge Advisors, LLC 0.12% Add +149.7% 35,863 $1.5M
Moneco Advisors, LLC 0.13% Add +17.8% 35,440 $1.5M
Waverly Advisors, LLC 0.01% Add +23.5% 35,429 $1.5M
Aegis Financial Corp. 0.57% No change 35,383 $1.5M
Journey Strategic Wealth LLC 0.04% Reduce -35.0% 35,369 $1.5M
Two Sigma Investments, LP 0.00% Add +102.9% 35,336 $1.5M
Matauro, LLC 0.24% Add +53.3% 35,278 $1.5M
Choreo, LLC 0.02% Add +3.9% 35,226 $1.5M
BCS Private Wealth Management, Inc. 0.53% Add +9.0% 34,975 $1.5M
AQR Capital Management 0.00% New 34,854 $1.5M
Natixis 0.01% Reduce -24.4% 34,735 $1.5M
Oak Family Advisors, LLC 0.47% Add +461.7% 34,547 $1.5M
Itau Unibanco Holding S.A. 0.05% Reduce -50.0% 34,526 $1.5M
Advisory Resource Group 0.26% Reduce -0.2% 34,459 $1.5M
Integrated Advisors Network LLC 0.06% Add +7.3% 34,270 $1.5M
Credit Agricole S A 0.00% — 34,233 $1.5M
Commerce Bank 0.01% Add +8.7% 34,001 $1.4M
Lansing Street Advisors 0.38% Add +39.9% 33,916 $1.4M
EverSource Wealth Advisors, LLC 0.06% Add +10.4% 33,850 $1.4M
Kingswood Wealth Advisors, LLC 0.09% Reduce -0.4% 33,696 $1.4M
Northern Trust Corp. 0.00% Reduce -52.4% 33,576 $1.4M
Evermay Wealth Management LLC 0.16% No change 33,464 $1.4M
Alamea Verwaltungs GmbH 0.97% No change 33,460 $1.4M
SilverOak Wealth Management LLC 0.23% No change 32,681 $1.4M
Acorn Wealth Advisors, LLC 0.43% Add +16.4% 32,637 $1.4M
Rahlfs Capital, LLC 1.09% No change 32,500 $1.4M
WESPAC Advisors, LLC 0.79% Add +4.5% 32,017 $1.4M
Keybank National Association 0.00% Add +21.3% 31,991 $1.4M
Wealth Watch Advisors, INC 0.56% Add +110.2% 31,930 $1.4M
AlphaStar Capital Management, LLC 0.11% Add +56.7% 31,221 $1.3M
Ehrlich Financial Group 0.78% Reduce -5.5% 31,170 $1.3M
Crescent Grove Advisors, LLC 0.13% New 31,087 $1.3M
Whittier Trust Co. 0.01% No change 30,045 $1.3M
HUB Investment Partners, LLC 0.05% New 30,711 $1.3M
IFG Advisory, LLC 0.06% Add +4.4% 30,676 $1.3M
Stokes Family Office, LLC 0.12% Add +39.7% 30,600 $1.3M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.3% 30,586 $1.3M
IronBridge Private Wealth, LLC 0.41% New 30,504 $1.3M
Parsons Capital Management Inc. 0.07% Add +6.7% 30,261 $1.3M
Sicart Associates LLC 0.35% Add +7.1% 30,194 $1.3M
HBW Advisory Services LLC 0.14% Add +88.5% 30,120 $1.3M
Point72 Europe (London) LLP 0.07% Reduce -75.3% 30,040 $1.3M
Medici Capital LLC 0.95% No change 30,000 $1.3M
Stenham Asset Management Ltd 0.73% No change 30,000 $1.3M
SkyView Investment Advisors, LLC 0.16% No change 30,000 $1.3M
Linden Thomas Advisory Services, LLC 0.13% Add +7.6% 29,979 $1.3M
Beaumont Financial Advisors, LLC 0.08% No change 29,972 $1.3M
Zhang Financial LLC 0.05% No change 29,690 $1.3M
Harbor Investment Advisory, LLC 0.10% No change 29,518 $1.3M
Arax Advisory Partners 0.02% Add +47.8% 29,349 $1.2M
Van Hulzen Asset Management, LLC 0.09% Add +9.7% 29,193 $1.2M
Aviance Capital Partners, LLC 0.15% No change 29,188 $1.2M
Personal Cfo Solutions, LLC 0.22% Reduce -2.0% 29,068 $1.2M
Bank of Stockton 0.35% New 28,890 $1.2M
Thrivent Financial for Lutherans 0.00% Add +53.7% 28,840 $1.2M
Ingalls & Snyder LLC 0.04% No change 28,800 $1.2M
Neuberger Berman Group LLC 0.00% Add +12.1% 28,698 $1.2M
Cypress Wealth Services, LLC 0.20% Reduce -1.9% 28,618 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +4.4% 28,379 $1.2M
Rooted Wealth Advisors, Inc. 0.37% Reduce -2.8% 27,584 $1.2M
Stablepoint Partners, LLC 0.19% Add +4.3% 28,325 $1.2M
BOS Asset Management, LLC 0.34% Add +11.8% 28,095 $1.2M
GM Advisory Group, LLC 0.05% Add +1.1% 28,030 $1.2M
Florida Financial Advisors, LLC 0.37% Reduce -41.9% 27,928 $1.2M
White Knight Strategic Wealth Advisors, LLC 0.92% Add +32.4% 27,709 $1.2M
Union Bancaire Privee, UBP SA 0.02% No change 28,624 $1.2M
IFP Advisors, Inc 0.03% Reduce -0.3% 27,322 $1.2M
Ancora Advisors LLC 0.02% Add +3.4% 27,195 $1.2M
Signaturefd, LLC 0.02% Add +11.8% 27,157 $1.2M
Columbus Macro, LLC 0.13% Reduce -3.6% 26,932 $1.1M
Sunbelt Securities, Inc. 0.08% Add +29.8% 26,860 $1.1M
Clear Harbor Asset Management, LLC 0.08% Reduce -9.8% 26,840 $1.1M
Texas Yale Capital Corp. 0.04% No change 26,750 $1.1M
Savant Capital, LLC 0.01% Add +39.5% 26,639 $1.1M
Bridgewealth Advisory Group, LLC 0.26% Add +1.0% 26,483 $1.1M
Resolute Wealth Strategies, LLC 0.51% No change 26,363 $1.1M
N.E.W. Advisory Services LLC 0.10% Add +5.0% 26,315 $1.1M
Rathbones Group PLC 0.00% Reduce -10.3% 26,130 $1.1M
Mizuho Markets Cayman LP 0.09% Add +71.7% 26,008 $1.1M
FMR LLC 0.00% Add +22.1% 25,866 $1.1M
Gradient Capital Advisors, LLC 0.29% Add +20.0% 25,513 $1.1M
SeaCrest Wealth Management, LLC 0.11% Add +0.0% 24,245 $1.1M
Regal Investment Advisors LLC 0.07% Reduce -2.9% 25,435 $1.1M
Nicholas Hoffman & Company, LLC. 0.03% Add +34.2% 25,389 $1.1M
Welch Group, LLC 0.04% Reduce -3.1% 25,233 $1.1M
Nalls Sherbakoff Group, LLC 0.72% No change 25,168 $1.1M
Shay Capital LLC 0.19% New 25,000 $1.1M
Biltmore Family Office, LLC 0.15% Add +66.7% 25,000 $1.1M
Nwi Management LP 0.10% Reduce -98.6% 25,000 $1.1M
Confluence Investment Management LLC 0.01% Add +10.2% 24,673 $1.0M
Accredited Wealth Management, LLC 0.78% Reduce -97.4% 625 $1.0M
StoneX Group Inc. 0.04% Add +44.6% 24,209 $1.0M
Csenge Advisory Group 0.05% Reduce -5.9% 24,033 $1.0M
Keystone Wealth Services, LLC 0.22% Reduce -5.0% 23,895 $1.0M
Geneos Wealth Management Inc. 0.03% Add +2.7% 23,744 $1.0M
Journey Advisory Group, LLC 0.07% No change 23,484 $995K
Focus Partners Advisor Solutions, LLC 0.01% Add +15.2% 22,935 $994K
Founders Financial Alliance, LLC 0.19% Add +10.3% 23,221 $984K
Broyhill Asset Management, LLC 0.85% No change 23,000 $975K
New Wave Wealth Advisors LLC 0.37% Add +24.7% 22,634 $959K
Centaurus Financial, Inc. 0.04% Reduce -63.6% 22,508 $954K
Williams Jones Wealth Management, LLC. 0.01% Reduce -9.7% 22,460 $952K
Calton & Associates, Inc. 0.14% Add +0.3% 22,350 $947K
Creative Financial Designs Inc. 0.06% Add +7.4% 22,332 $946K
Winmill & Co. Inc. 0.23% No change 22,320 $946K
Quadcap Wealth Management, LLC 0.11% No change 22,302 $945K
Founders Financial Securities LLC 0.06% Add +78.6% 22,245 $943K
Wealthspire Retirement, LLC 0.06% Add +28.3% 22,098 $936K
BTC Capital Management, Inc. 0.06% No change 22,000 $932K
Conservest Capital Advisors, Inc. 0.09% No change 21,977 $931K
Impact Partnership Wealth, LLC 0.14% Add +205.2% 21,864 $926K
Hoey Investments, Inc. 0.13% Add +63.6% 21,854 $926K
Cary Street Partners Financial LLC 0.02% Add +0.4% 21,833 $925K
Causey Wealth LLC 0.45% Add +27.0% 21,748 $921K
Herold Advisors, Inc. 0.21% Reduce -14.3% 21,680 $919K
Piedmont Capital Management, LLC 0.48% Add +5.8% 21,281 $918K
Valeo Financial Advisors, LLC 0.02% Reduce -1.4% 21,617 $916K
Pinnacle Financial Partners Inc 0.02% Reduce -9.4% 21,560 $913K
Qube Research & Technologies Ltd 0.00% Reduce -66.3% 21,460 $909K
WJ Financial Advisors LLC 0.88% — 21,309 $903K
Verus Capital Partners, LLC 0.07% Add +182.1% 21,225 $899K
LexAurum Advisors, LLC 0.13% Reduce -2.9% 21,185 $898K
Rosenberg Matthew Hamilton 0.19% Add +1.7% 21,178 $897K
Summit Trail Advisors, LLC 0.01% New 21,150 $896K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -34.4% 21,103 $894K
Prosperity Consulting Group, LLC 0.04% Add +3.7% 20,900 $886K
First National Trust Co 0.03% Add +4.4% 20,843 $883K
Regal Partners Ltd 0.06% New 20,700 $877K
DDFG, Inc 0.20% No change 20,485 $868K
Stratos Wealth Advisors, LLC 0.04% Reduce -2.0% 20,435 $866K
Envestnet Portfolio Solutions, Inc. 0.00% Add +31.8% 20,421 $865K
Western Wealth Management, LLC 0.05% Add +7.0% 20,407 $865K
Bienville Capital Management, LLC 0.16% No change 20,362 $863K
Laidlaw Wealth Management LLC 2.05% Add +21.4% 20,302 $860K
Larson Financial Group LLC 0.03% Add +47.0% 20,228 $857K
First Foundation Advisors 0.03% No change 20,171 $855K
Elevation Point Wealth Partners, LLC 0.06% Reduce -75.4% 20,164 $854K
WealthTrust Asset Management, LLC 0.59% Reduce -6.1% 20,160 $854K
Revisor Wealth Management LLC 0.29% Add +6.0% 19,084 $853K
Optima Capital LLC 0.41% New 20,041 $849K
Dakota Wealth Management 0.02% Reduce -5.7% 19,804 $839K
Equitable Trust Co. 0.04% No change 19,752 $837K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -14.6% 19,731 $836K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +3.2% 19,631 $832K
Kiley Juergens Wealth Management, LLC 0.18% Add +0.1% 19,506 $826K
Capital Investment Advisors, LLC 0.01% Add +0.7% 19,462 $825K
O'ROURKE & COMPANY, Inc 0.34% Add +8.5% 19,369 $821K
Stapp Wealth Management, PLLC 1.10% No change 19,320 $819K
Premier Financial Group 0.22% No change 19,441 $818K
Bard Associates Inc. 0.21% Reduce -45.0% 19,079 $808K
Realta Investment Advisors 0.27% Add +26.2% 19,005 $805K
L. Roy Papp & Associates, LLP 0.09% No change 19,000 $805K
Brighton Jones LLC 0.02% Add +0.3% 18,964 $804K
Signature Estate & Investment Advisors LLC 0.02% No change 18,949 $803K
Hudock, Inc. 0.12% No change 18,838 $798K
Fiduciary Financial Group, LLC 0.13% Reduce -1.9% 18,836 $798K
Fiduciary Trust Co 0.01% No change 18,759 $795K
Soltis Investment Advisors LLC 0.05% Reduce -1.5% 18,615 $789K
Procyon Advisors, LLC 0.05% Add +9.4% 18,528 $785K
Verdence Capital Advisors LLC 0.05% Reduce -18.3% 18,492 $784K
Brown Advisory Inc. 0.00% Add +48.5% 18,379 $779K
Rakuten Securities, Inc. 0.29% Add +207.8% 18,369 $778K
Curran Financial Partners, LLC 0.15% Add +5.9% 17,978 $762K
Wealth Management Associates, Inc. 0.27% Add +76.7% 17,886 $758K
Insight Advisors, LLC/ PA 0.12% Add +1.9% 17,831 $756K
Alpha Cubed Investments, LLC 0.03% Reduce -0.7% 17,829 $755K
Rossby Financial, LCC 0.25% Reduce -2.2% 17,600 $755K
Cathy Pareto & Associates, Inc. 0.57% Add +20.6% 17,757 $752K
Phillips Financial Management, LLC 0.05% Add +4.8% 17,651 $748K
WealthShield Partners, LLC 0.08% Add +13.9% 17,644 $748K
Fifth Third Wealth Advisors LLC 0.03% Add +6.3% 17,642 $747K
Rehmann Capital Advisory Group 0.04% Reduce -1.3% 17,428 $738K
WMG Financial Advisors, LLC 0.24% Add +54.1% 17,336 $735K
Spectrum Planning & Advisory Services Inc. 0.41% Add +20.4% 17,299 $733K
Swisher Financial Concepts, Inc. 0.44% Add +1.4% 17,205 $729K
Doliver Advisors, LP 0.19% Reduce -14.1% 17,133 $726K
Sovereign Financial Group, Inc. 0.14% Add +0.4% 17,089 $724K
PCG Wealth Advisors, LLC 0.21% Reduce -20.0% 17,073 $723K
City Holding Co. 0.09% Add +30.4% 17,000 $720K
First Heartland Consultants, Inc. 0.06% Add +42.6% 16,841 $714K
Westfield Capital Management Co. LP 0.00% No change 16,760 $710K
Clarus Group, Inc. 0.25% No change 16,750 $710K
Redwood Wealth Management Group, LLC 0.30% Add +3.1% 16,650 $705K
FLC Capital Advisors 0.14% No change 16,500 $699K
Sharp Wealth Advisory, LLC 0.38% New 16,450 $697K
W1M Asset Management Ltd 0.05% No change 16,430 $696K
RiverGlades Family Offices LLC 0.42% No change 16,350 $693K
Montis Financial, LLC 0.16% No change 16,209 $687K
Keystone Financial Group 0.05% Add +11.8% 16,169 $685K
Gladstone Institutional Advisory LLC 0.03% Add +19.0% 16,055 $680K
Wealth Quarterback LLC 0.26% Add +2.0% 16,008 $678K
Ignite Planners, LLC 0.11% Add +0.7% 15,897 $674K
Sharkey, Howes & Javer 0.09% New 15,808 $670K
Monograph Wealth Advisors, LLC 0.07% New 15,800 $669K
Hilltop Holdings Inc. 0.04% Reduce -24.4% 15,693 $665K
Mission Wealth Management, LP 0.01% Add +3.8% 15,560 $659K
SCS Capital Management LLC 0.01% No change 15,543 $659K
Firestone Capital Management 0.14% No change 15,398 $652K
Matrix Trust Co 0.10% Reduce -5.4% 15,391 $652K
Old National Bancorp 0.01% Add +70.2% 15,228 $645K
Blue Bell Private Wealth Management, LLC 0.10% Add +11.5% 15,184 $643K
Schonfeld Strategic Advisors LLC 0.00% Add +39736.8% 15,138 $641K
Ashton Thomas Private Wealth, LLC 0.02% Add +30.2% 15,080 $639K
Wealth Effects LLC 0.20% Add +60.8% 15,035 $637K
Pin Oak Investment Advisors Inc. 0.45% Add +0.0% 15,024 $637K
Mirador Capital Partners LP 0.09% New 15,000 $636K
Oakworth Capital, Inc. 0.04% Add +11.5% 15,000 $636K
United Financial Planning Group LLC 0.40% — 14,973 $634K
Aprio Wealth Management, LLC 0.06% No change 14,947 $633K
Retirement Planning Group, LLC 0.02% New 14,698 $623K
Isthmus Partners, LLC 0.07% Reduce -1.5% 14,670 $622K
Schaper Benz & Wise Investment Counsel Inc. 0.05% No change 14,645 $621K
Trust Co. of Vermont 0.03% Add +0.5% 14,616 $619K
Vaughan David Investments LLC 0.01% No change 14,600 $619K
Maridea Wealth Management LLC 0.10% Reduce -1.3% 12,844 $613K
Portfolio Strategies, Inc. 0.07% Add +84.2% 13,870 $588K
RFG Advisory, LLC 0.01% Reduce -95.1% 13,863 $587K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -6.3% 13,849 $587K
Berger Financial Group, Inc 0.04% Add +18.1% 13,824 $586K
Total Clarity Wealth Management, Inc. 0.16% Add +10.8% 13,812 $585K
VestGen Investment Management 0.35% Reduce -1.2% 13,794 $584K
Grandview Asset Management LLC 0.16% Add +5.0% 13,727 $582K
Indiana Trust & Investment Management Co 0.18% No change 13,670 $579K
WCG Wealth Advisors LLC 0.04% Add +0.2% 13,643 $578K
Stratos Investment Management, LLC 0.02% Reduce -88.2% 13,614 $577K
First Trust Advisors LP 0.00% Reduce -50.0% 13,500 $572K
Uhlmann Price Securities, LLC 0.35% Reduce -16.6% 13,468 $571K
Worth Asset Management, LLC 0.26% New 13,447 $570K
Betterment LLC 0.00% Add +7.0% 13,365 $566K
Baldwin Wealth Partners LLC 0.04% No change 13,350 $566K
Spectrum Wealth Advisory Group, LLC 0.23% Reduce -0.3% 13,343 $565K
Wealthspire Advisors, LLC 0.00% Reduce -4.8% 13,343 $565K
HBK Sorce Advisory LLC 0.01% Add +62.0% 11,677 $564K
Ironsides Asset Advisors, LLC 0.15% Add +0.8% 13,300 $564K
Valmark Advisers, Inc. 0.01% Add +27.2% 13,270 $562K
S.A. Mason LLC 0.25% No change 13,250 $561K
Luminist Capital LLC 0.49% Add +13127.0% 13,227 $561K
Cardiff Park Advisors, LLC 0.04% Add +22.2% 13,212 $560K
Aptus Capital Advisors, LLC 0.01% Add +0.8% 13,171 $558K
Advance Capital Management, Inc. 0.02% Add +15.4% 13,114 $556K
Ritholtz Wealth Management 0.01% New 13,015 $551K
Gen-Wealth Partners Inc 0.19% Add +0.8% 13,013 $551K
Durante & Waters, LLC 0.41% Add +5.3% 13,000 $551K
Hibernia Wealth Partners, LLC 0.35% Reduce -50.0% 12,997 $551K
Modern Wealth Management, LLC 0.01% Add +48.3% 12,979 $550K
Maven Securities LTD 0.10% Reduce -43.3% 12,777 $541K
Simplicity Wealth,LLC 0.03% Reduce -25.1% 12,725 $539K
Westmount Partners, LLC 0.14% Add +0.0% 12,560 $539K
O'shaughnessy Asset Management, LLC 0.00% New 12,717 $539K
Comprehensive Financial Planning, Inc. 0.37% Add +37.5% 12,710 $539K
Thoroughbred Financial Services, LLC 0.03% Add +0.3% 12,702 $538K
Marathon Capital Management 0.12% Reduce -1.9% 12,690 $538K
Golden State Wealth Management, LLC 0.06% Reduce -2.7% 12,689 $538K
Burke & Herbert Bank & Trust Co. 0.12% Add +19.9% 12,685 $537K
Bailard, Inc. 0.01% Reduce -6.4% 12,671 $537K
Cobblestone Capital Advisors LLC 0.03% Add +7.3% 12,663 $537K
Keynote Financial Services LLC 0.33% No change 12,650 $536K
BLB&B Advisors, LLC 0.02% Add +29.2% 12,644 $536K
Centiva Capital, LP 0.05% Reduce -19.2% 12,627 $535K
Copia Wealth Management 0.40% Add +18.2% 12,603 $534K
Bison Wealth, LLC 0.05% Add +11.8% 12,172 $533K
Bell Bank 0.02% Add +96.7% 12,550 $532K
Hedges Asset Management LLC 0.41% No change 12,500 $530K
Spire Wealth Management 0.02% Reduce -8.3% 12,460 $528K
Continuum Advisory, LLC 0.06% New 12,367 $524K
Zacks Investment Management 0.00% Add +92.3% 12,329 $522K
Cutler Investment Counsel LLC 0.05% Add +12.7% 12,286 $521K
Wesbanco Bank Inc. 0.01% Reduce -0.6% 12,269 $520K
Ethos Financial Group, LLC 0.04% Add +50.2% 12,249 $519K
First Business Financial Services, Inc. 0.05% No change 12,230 $518K
United Capital Financial Advisors, LLC 0.00% Reduce -1.4% 12,228 $518K
International Assets Investment Management, LLC 0.04% No change 15,711 $514K
Pinnacle Family Advisors, LLC 0.22% New 12,105 $513K
Brown Miller Wealth Management, LLC 0.15% No change 12,086 $512K
Performance Wealth Partners, LLC 0.01% No change 12,080 $512K
Freestone Capital Holdings, LLC 0.02% Add +20.5% 12,031 $510K
Apollon Financial, LLC 0.08% Add +1.7% 11,861 $503K
Cavalier Investments, LLC 0.20% No change 11,846 $502K
Redhawk Wealth Advisors, Inc. 0.06% Add +2.1% 11,819 $501K
Bogart Wealth, LLC 0.02% Add +1.8% 11,700 $496K
Madison Wealth Partners, Inc 0.10% Add +3.6% 11,638 $493K
Avantax Planning Partners, Inc. 0.01% Add +9.9% 11,617 $492K
Vantage Financial Partners, LLC 0.10% New 11,548 $489K
Silverleafe Capital Partners, LLC 0.15% Add +16.7% 11,523 $488K
Rothschild Investment LLC 0.03% No change 11,462 $486K
SlateStone Wealth, LLC 0.04% Add +12.1% 11,330 $480K
Diversify Advisory Services, LLC 0.02% Add +76.6% 10,953 $479K
CX Institutional 0.01% Add +1340.6% 11,208 $475K
J. Safra Sarasin Holding AG 0.01% No change 11,194 $474K
Leigh Baldwin & Co., LLC 0.27% No change 11,190 $474K
KFG Wealth Management, LLC 0.07% Add +1.6% 11,180 $474K
Hunter Perkins Capital Management, LLC 0.11% No change 11,163 $473K
Great Diamond Partners, LLC 0.09% No change 11,151 $472K
Alterna Wealth Management, Inc. 0.39% New 11,119 $471K
Private Trust Co. NA 0.04% Add +77.0% 11,097 $470K
Barnes Wealth Management Group, Inc 0.26% Add +54.3% 11,070 $469K
Silver Grove Financial Group, Inc. 0.44% — 11,031 $467K
Manufacturers Life Insurance Company, The 0.00% Reduce -98.0% 10,978 $465K
Integrity Alliance, Llc. 0.02% Add +49.9% 10,872 $461K
Glen Eagle Advisors, LLC 0.06% Add +1.3% 10,803 $458K
LVW Advisors, LLC 0.05% Add +41.2% 10,644 $451K
Cassaday & Co Wealth Management LLC 0.01% Add +16.4% 10,638 $451K
Human Investing LLC 0.07% No change 10,636 $451K
Financial Designs Corp 0.26% Reduce -0.3% 10,239 $451K
Dagco, Inc. 0.11% No change 10,605 $449K
JNBA Financial Advisors 0.04% Reduce -1.6% 10,605 $449K
Segment Wealth Management, LLC 0.03% No change 10,600 $449K
Atria Investments, Inc 0.01% New 10,541 $447K
Tradition Wealth Management, LLC 0.03% Add +14.4% 10,538 $446K
Alternative Investment Advisors, LLC. 0.20% Reduce -5.0% 10,487 $444K
Activest Wealth Management 0.09% No change 10,443 $442K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 10,431 $442K
Schulhoff & Co. Inc. 0.19% No change 10,400 $441K
Moneta Group Investment Advisors LLC 0.00% Add +3.6% 10,313 $437K
Everpar Advisors LLC 0.17% Add +11.9% 10,291 $436K
Comprehensive Financial Consultants Institutional, Inc. 0.13% No change 10,165 $431K
Apella Capital, LLC 0.01% No change 8,703 $428K
SS&H Financial Advisors, Inc. 0.13% No change 10,066 $426K
Cohen & Steers, Inc. 0.00% New 10,000 $424K
Glaxis Capital Management, LLC 0.70% Reduce -55.2% 10,000 $424K
Catalyst Financial Partners LLC 0.05% No change 10,000 $424K
Hardin Capital Partners, LLC 0.23% No change 9,987 $423K
Schnieders Capital Management, Llc. 0.07% — 9,975 $423K
Wolff Wiese Magana LLC 0.24% New 9,962 $422K
Pinnacle Bancorp, Inc. 0.12% No change 9,856 $418K
BlackRock, Inc. 0.00% No change 9,844 $417K
Guardian Wealth Advisors, LLC / NC 0.03% No change 9,842 $417K
River Street Advisors LLC 0.16% Reduce -25.0% 9,805 $415K
Nicolet Advisory Services, LLC 0.03% Add +12.2% 9,561 $415K
Bellecapital International Ltd. 0.07% No change 9,741 $413K
Flputnam Investment Management Co. 0.01% Reduce -1.7% 9,737 $413K
Aspen Investment Management Inc 0.16% Reduce -10.0% 9,719 $412K
Pinnacle Associates Ltd. 0.01% Add +11.5% 9,671 $410K
Access Financial Services, Inc. 0.15% No change 9,664 $409K
Trustmark Bank Trust Department 0.03% No change 9,627 $408K
Madden Advisory Services, Inc. 0.17% New 9,577 $406K
Harfst & Associates, Inc. 0.07% New 9,540 $404K
Avidian Wealth Enterprises, LLC 0.02% New 9,528 $404K
Capstone Investment Advisors, LLC 0.00% New 9,526 $404K
Brave Asset Management Inc. 0.10% New 9,523 $403K
Petros Family Wealth, LLC 0.34% Add +12.8% 9,520 $403K
Ardent Capital Management, Inc. 0.17% No change 9,500 $403K
Radnor Capital Management, LLC 0.06% No change 9,500 $403K
WT Wealth Management 0.12% Add +1.2% 9,459 $401K
Smithfield Trust Co 0.02% No change 9,443 $400K
Weatherly Asset Management L. P. 0.03% Add +20.3% 9,380 $397K
American Trust 0.03% Reduce -0.1% 9,360 $397K
Composition Wealth, LLC 0.01% Add +21.4% 9,350 $396K
Plancorp, LLC 0.01% Reduce -2.1% 9,344 $396K
Noble Wealth Management PBC 0.21% — 9,334 $395K
Two Sigma Securities, LLC 0.06% New 9,300 $394K
Mayflower Financial Advisors, LLC 0.05% No change 9,286 $393K
Wilmington Savings Fund Society, FSB 0.01% No change 9,258 $392K
Laurel Wealth Advisors LLC 0.05% Reduce -3.1% 9,252 $392K
Artemis Wealth Advisors, LLC 0.06% No change 9,244 $392K
Creekmur Asset Management LLC 0.06% Reduce -1.0% 9,234 $391K
BNC Wealth Management, LLC 0.10% Add +2.2% 9,200 $390K
Exencial Wealth Advisors, LLC 0.01% Add +29.6% 9,195 $390K
AIFG Consultants Ltd. 0.68% Reduce -0.0% 9,143 $387K
Norris Financial Group, LLC 0.14% New 9,126 $387K
Bluesphere Advisors LLC 0.18% Add +13.0% 9,106 $386K
MBE Wealth Management, LLC 0.17% Add +1.1% 9,093 $385K
Lee Financial Co 0.05% Add +21.5% 9,041 $383K
MTM Financial Group, LLC 0.19% No change 9,040 $383K
Interchange Capital Partners, LLC 0.08% Reduce -4.4% 9,038 $383K
Legacy Capital Group California, Inc. 0.10% Add +32.0% 9,011 $382K
American Institute for Advanced Investment Management, LLP 0.25% Reduce -3.5% 9,004 $382K
Integrity Wealth Advisors, Inc. 0.14% New 10,000 $376K
AMJ Financial Wealth Management 0.09% New 8,808 $373K
BridgePort Financial Solutions, LLC 0.10% Add +16.8% 8,782 $372K
D.B. Root & Company, LLC 0.09% New 8,729 $370K
WNY Asset Management, LLC 0.04% Add +11.6% 8,669 $367K
Private Advisory Group LLC 0.03% Reduce -3.8% 8,668 $367K
Denver Wealth Management, Inc. 0.13% Reduce -17.3% 8,620 $365K
Grey Ledge Advisors, LLC 0.08% No change 8,620 $365K
Crumly & Associates Inc. 0.08% No change 8,612 $365K
Manchester Financial Inc. 0.07% Add +7.3% 8,595 $364K
SLT Holdings LLC 0.24% Add +30.3% 8,587 $364K
Coordinated Financial Services, Inc. 0.23% No change 8,500 $360K
JT Stratford LLC 0.05% Add +2.7% 8,429 $357K
Commonwealth Financial Services, LLC 0.06% New 8,421 $357K
Bristlecone Advisors, LLC 0.03% No change 8,406 $356K
Investment Advisory Group, LLC 0.10% Add +8.7% 8,397 $356K
Milestone Asset Management, LLC 0.07% Reduce -20.9% 8,383 $355K
Quadrant Private Wealth Management, LLC 0.06% Add +0.4% 8,334 $353K
Capital Asset Advisory Services LLC 0.02% Reduce -11.7% 8,333 $353K
Wealth Alliance Advisory Group, LLC 0.06% Add +12.1% 8,301 $352K
Compound Planning, Inc. 0.01% Add +16.1% 8,287 $351K
Legacy Financial Advisors, Inc. 0.05% Add +0.1% 8,256 $350K
Lakeridge Wealth Management LLC 0.16% No change 8,254 $350K
Advisory Alpha, LLC 0.01% Reduce -31.3% 8,191 $348K
Ironwood Financial, llc 0.06% Add +3.2% 8,203 $348K
Baker Ellis Asset Management LLC 0.04% Add +20.6% 8,200 $347K
Goldstone Financial Group, LLC 0.04% New 8,195 $347K
Alta Wealth Advisors LLC 0.12% No change 8,182 $347K
Sculati Wealth Management, LLC 0.12% Add +25.6% 8,153 $345K
Axim Planning & Wealth 0.27% New 8,148 $345K
Thomasville National Bank 0.02% No change 8,136 $345K
LVZ, Inc. 0.04% No change 8,121 $344K
HM Payson & Co. 0.00% Add +65.1% 8,116 $344K
Quantinno Capital Management LP 0.00% Reduce -3.0% 8,087 $343K
Lanark Financial, Inc. 0.03% Reduce -1.4% 8,043 $341K
Weitzel Financial Services, Inc. 0.14% No change 7,261 $340K
Select Asset Management & Trust 0.10% No change 8,000 $339K
J. Goldman & Co LP 0.01% New 8,000 $339K
Calamos Wealth Management LLC 0.01% New 8,000 $339K
Inspire Advisors, LLC 0.03% Add +10.3% 7,988 $338K
Cornerstone Management, Inc. 0.06% Reduce -11.7% 7,968 $338K
Palisades Hudson Asset Management, L.P. 0.12% No change 7,939 $336K
SFG Wealth Management, LLC. 0.15% New 7,925 $336K
Obermeyer Wealth Partners 0.02% No change 7,889 $334K
Baker Avenue Asset Management, LP 0.01% Add +11.3% 7,888 $334K
Morton Capital Management LLC 0.05% Reduce -30.3% 7,885 $334K
North Forty Two & Co. 0.33% No change 7,872 $334K
Burford Brothers, Inc. 0.14% New 7,850 $333K
Innova Wealth Partners 0.18% Add +11.4% 7,835 $332K
Royal Capital Wealth Management, LLC 0.20% No change 7,737 $328K
West Michigan Advisors, LLC 0.08% New 7,737 $328K
Integrity Financial Corp 0.16% Add +1.8% 7,717 $327K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -5.5% 7,690 $326K
Signal Advisors Wealth, LLC 0.03% Reduce -58.7% 7,690 $326K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -1.1% 7,686 $326K
B.O.S.S. Retirement Advisors, LLC 0.08% Add +1.9% 7,574 $321K
GWN Securities Inc. 0.07% New 7,514 $318K
Aspen Wealth Management LLC 0.07% No change 7,506 $318K
Fi3 FINANCIAL ADVISORS, LLC 0.11% No change 7,501 $318K
1ST Source Bank 0.02% No change 7,500 $318K
Lazari Capital Management, Inc. 0.11% Reduce -14.7% 7,493 $317K
Berkshire Asset Management LLC 0.01% Reduce -6.3% 7,481 $317K
Lantern Wealth Advisors, LLC 0.17% New 7,460 $316K
Modera Wealth Management, LLC 0.00% Reduce -31.9% 7,415 $314K
Sassicaia Capital Advisers LLC 0.14% New 7,400 $314K
Haverford Trust Co 0.00% New 7,351 $311K
180 Wealth Advisors, LLC 0.04% Reduce -1.9% 7,344 $311K
Daymark Wealth Partners, LLC 0.01% Reduce -8.9% 7,339 $311K
Valtinson Bruner Financial Planning LLC 0.09% Add +4.6% 7,318 $310K
Rinkey Investments 0.08% New 7,310 $310K
Aldebaran Financial Inc. 0.31% Add +2.8% 7,300 $309K
WealthPlan Investment Management, LLC 0.02% Reduce -0.5% 7,298 $309K
Trilogy Capital Inc. 0.01% Reduce -2.0% 7,288 $309K
Fortress Financial Solutions, LLC 0.34% Reduce -10.2% 7,259 $308K
Nicholson Wealth Management Group, LLC 0.18% Add +5.3% 7,222 $306K
Centric Wealth Management 0.07% Reduce -0.2% 6,941 $305K
Sound Income Strategies, LLC 0.02% Add +389.3% 6,821 $305K
Moloney Securities Asset Management, LLC 0.04% Reduce -33.8% 7,176 $304K
Alpha Financial Partners LLC 0.20% Reduce -8.9% 7,170 $304K
World Equity Group, Inc. 0.07% Add +17.1% 7,167 $304K
Vantage Point Financial LLC 0.12% Add +4.1% 7,156 $303K
Vigilare Wealth Management 0.10% New 7,112 $301K
Fortress Private Ledger, LLC 0.11% Reduce -3.0% 7,089 $300K
Krilogy Financial LLC 0.01% New 6,854 $299K
Aspire Capital Advisors LLC 0.07% New 7,038 $298K
Aberdeen Wealth Management LLC 0.19% No change 7,025 $298K
Citizens Financial Group Inc. 0.00% No change 7,011 $297K
Adams Asset Advisors, LLC 0.04% No change 7,000 $297K
United Capital Management of KS, Inc. 0.04% Add +3.3% 6,999 $297K
Security Financial Services, INC. 0.05% No change 6,976 $296K
Broadway Wealth Solutions, Inc. 0.16% Reduce -0.7% 6,918 $293K
Capital Square, LLC 0.15% New 6,916 $293K
Global Assets Advisory, LLC 0.09% Reduce -4.8% 6,889 $292K
Centerpoint Advisors, LLC 0.09% No change 6,850 $290K
Wealth Advisors of Iowa, LLC 0.10% No change 6,822 $289K
SteelPeak Wealth, LLC 0.01% Add +5.8% 6,808 $288K
Tocqueville Asset Management L.P. 0.00% No change 6,800 $288K
Gibbs Wealth Management 0.06% No change 6,729 $285K
Hohimer Wealth Management, LLC 0.04% New 6,728 $285K
Blue Zone Wealth Advisors, LLC 0.06% No change 6,720 $285K
TBH Global Asset Management, LLC 0.06% New 6,716 $285K
RKL Wealth Management LLC 0.02% New 6,711 $284K
Straight Path Wealth Management 0.08% New 6,691 $283K
Compass Financial Group, INC 0.04% New 6,689 $283K
Stonehearth Capital Management, LLC 0.11% No change 6,682 $283K
Cannell & Spears LLC 0.01% No change 6,665 $282K
Endeavor Private Wealth, Inc. 0.09% New 6,664 $282K
Synergy Investment Management, LLC 0.11% No change 6,653 $282K
All Terrain Financial Advisors, LLC 0.09% New 6,542 $277K
Peapack Gladstone Financial Corp. 0.00% New 6,533 $277K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 6,537 $277K
Twin Focus Capital Partners, LLC 0.04% No change 6,530 $277K
Per Stirling Capital Management, LLC. 0.03% Reduce -26.1% 6,528 $277K
UMB Bank, n.a. 0.00% Add +12.9% 6,506 $276K
Oarsman Capital, Inc. 0.04% Reduce -7.7% 6,497 $275K
Measured Wealth Private Client Group, LLC 0.07% Reduce -44.9% 6,492 $275K
AlphaCore Capital LLC 0.01% Reduce -3.0% 6,455 $273K
Members Trust Co 0.01% No change 6,450 $273K
Arkfeld Wealth Strategies, L.L.C. 0.10% Add +1.4% 6,274 $273K
Jessup Wealth Management, Inc 0.10% No change 6,418 $272K
GPS Wealth Strategies Group, LLC 0.03% Add +36.7% 6,405 $271K
Maxele Advisors, LLC 0.23% New 6,300 $267K
Bokf, NA 0.00% No change 6,257 $265K
Thompson Davis & Co., Inc. 0.16% New 6,200 $263K
Childress Capital Advisors, LLC 0.05% New 6,200 $263K
MRP Capital Investments, LLC 0.23% No change 8,000 $262K
Key Client Fiduciary Advisors, LLC 0.09% No change 6,192 $262K
Oliver Luxxe Assets LLC 0.04% No change 6,180 $262K
Compass Ion Advisors, LLC 0.03% No change 6,171 $261K
Panoramic Investment Advisors, LLC 0.15% New 6,170 $261K
Intrua Financial, LLC 0.03% Add +0.2% 6,166 $261K
Balboa Wealth Partners 0.04% New 6,139 $260K
Florida Trust Wealth Management Co 0.01% New 6,131 $260K
Net Worth Advisory Group 0.07% Reduce -49.6% 6,117 $259K
Heartwood Wealth Advisors LLC 0.02% No change 6,103 $259K
Aries Wealth Management 0.06% No change 6,100 $258K
Life Planning Partners, Inc 0.19% New 6,041 $256K
Liberty Wealth Management LLC 0.04% New 6,027 $255K
Joel Isaacson & Co., LLC 0.01% New 6,027 $255K
Hollencrest Capital Management 0.01% Reduce -2.6% 6,010 $255K
Merrion Investment Management Co, LLC 0.15% New 6,000 $254K
Triad Wealth Partners, LLC 0.03% New 5,974 $253K
Silverlake Wealth Management LLC 0.06% Reduce -25.1% 5,965 $253K
BlueChip Wealth Advisors LLC 0.11% New 5,947 $252K
Pacific Sage Partners, LLC 0.04% New 5,947 $252K
Franklin Resources Inc. 0.00% New 5,940 $252K
AdvisorNet Financial, Inc 0.01% Add +30.5% 5,939 $252K
Clarion Wealth Managment Partners, LLC 0.25% New 5,930 $251K
Claro Advisors Inc. 0.04% New 5,925 $251K
Capital Investment Advisory Services, LLC 0.02% Reduce -6.0% 5,923 $251K
Financial Life Planners 0.17% New 5,876 $249K
Fidelis Capital Partners, LLC 0.02% New 5,871 $249K
PYA Waltman Capital, LLC 0.07% Reduce -29.0% 5,859 $248K
Fortis Capital Advisors, LLC 0.04% Reduce -43.5% 5,854 $248K
Foster & Motley Inc. 0.01% New 5,855 $248K
RB Capital Management, LLC 0.05% New 5,850 $248K
Smith Chas P & Associates Pa Cpas 0.02% New 5,850 $248K
Allianz SE 0.01% No change 5,788 $245K
Nemes Rush Group LLC 0.02% Reduce -21.8% 5,769 $244K
Pines Wealth Management, LLC 0.08% New 5,750 $244K
Bluespring Wealth Management, LLC 0.02% New 5,747 $244K
Nottingham Advisors, Inc. 0.03% New 5,733 $243K
Andina Capital Management, LLC 0.14% New 5,697 $241K
OneAscent Financial Services LLC 0.02% Reduce -42.8% 5,671 $240K
Empower Advisory Group, LLC 0.00% Reduce -7.2% 5,665 $240K
Prairie Wealth Advisors, Inc. 0.10% New 5,654 $240K
Secure Asset Management, LLC 0.04% Reduce -18.9% 5,579 $239K
Capital Management Associates, Inc 0.06% New 5,650 $239K
Amundi 0.00% Reduce -24.3% 5,396 $238K
Second Half Financial Partners, LLC 0.10% New 5,603 $237K
Simon Quick Advisors, LLC 0.01% New 5,600 $237K
Howard Financial Services, LTD. 0.03% New 5,599 $237K
IFS Group,LLC 0.21% — 5,525 $237K
Blackhawk Capital Partners, LLC 0.09% New 5,580 $236K
Adamsbrown Wealth Consultants LLC 0.06% New 5,558 $235K
Pineridge Advisors LLC 0.07% Reduce -20.2% 5,546 $235K
Inspirion Wealth Advisors, LLC 0.03% Add +9.3% 8,264 $235K
Heritage Trust Co 0.02% New 5,536 $235K
CAP Partners, LLC 0.13% New 5,530 $234K
Horizon Investments, LLC 0.00% Add +34375.0% 5,516 $234K
Trueblood Wealth Management, LLC 0.09% New 5,509 $233K
Cornerstone Wealth Group, LLC 0.02% New 5,504 $233K
Penn Davis McFarland Inc. 0.02% New 5,500 $233K
Turtle Creek Wealth Advisors, LLC 0.02% New 5,500 $233K
Cheviot Value Management, LLC 0.02% No change 5,430 $232K
Stuart Chaussee & Associates, Inc. 0.05% Add +267.7% 5,460 $231K
Prostatis Group LLC 0.06% New 5,451 $231K
Portside Wealth Group, LLC 0.03% New 5,439 $230K
Aventura Private Wealth, LLC 0.08% Add +78.8% 5,425 $230K
CFO4Life Group, LLC 0.03% New 5,390 $228K
Weaver Capital Management LLC 0.05% New 5,385 $228K
Axecap Investments, LLC 0.14% New 5,336 $226K
Adirondack Trust Co. 0.08% Add +0.1% 5,318 $225K
Visionary Wealth Advisors 0.01% New 5,310 $225K
Certuity, LLC 0.02% New 5,300 $225K
Abacus Planning Group, Inc. 0.03% New 5,262 $223K
David J Yvars Group 0.12% New 5,255 $223K
Tamar Securities, LLC 0.03% New 5,250 $222K
Prepared Retirement Institute LLC 0.12% New 5,240 $222K
Black Diamond Financial, LLC 0.02% New 5,226 $221K
Petix & Botte Co 0.05% New 5,218 $221K
Parallel Advisors, LLC 0.00% Add +2.5% 5,211 $221K
Guardian Asset Advisors, LLC 0.12% New 5,204 $220K
Pathway Financial Advisers, LLC 0.06% New 5,174 $219K
Boreal Capital Management LLC 0.21% Add +8.4% 5,140 $218K
Pure Financial Advisors, LLC 0.00% New 5,135 $218K
Gerber Kawasaki Wealth & Investment Management 0.01% New 5,125 $217K
LaSalle St. Investment Advisors, LLC 0.04% New 5,142 $217K
Apeiron RIA LLC 0.05% New 4,584 $217K
KKM Financial LLC 0.07% New 5,110 $217K
Inlight Wealth Management, LLC 0.10% No change 5,087 $216K
Wealthstar Advisors, LLC 0.09% New 5,084 $215K
Tennessee Valley Asset Management Partners 0.03% New 5,079 $215K
Lloyd Advisory Services, LLC. 0.10% New 5,079 $215K
Holistic Financial Partners 0.09% New 5,066 $215K
Hazlett, Burt & Watson, Inc. 0.08% No change 5,065 $214K
Gradient Investments LLC 0.00% New 5,047 $214K
SageView Advisory Group, LLC 0.01% New 5,041 $214K
Stegent Equity Advisors, Inc. 0.17% New 5,035 $213K
Clark Asset Management, LLC 0.02% New 5,021 $213K
Kure Advisory, LLC 0.13% New 5,014 $212K
Pandora Wealth, Inc. 0.13% No change 5,000 $212K
Element Wealth, LLC 0.09% New 5,000 $212K
G2 Capital Management, LLC / Oh 0.05% New 5,000 $212K
Cornerstone Wealth Advisors, Inc. 0.05% New 5,000 $212K
Graham Capital Wealth Management, LLC 0.22% New 4,979 $211K
Cyndeo Wealth Partners, LLC 0.01% New 4,973 $211K
M3 Advisory Group, LLC 0.13% New 4,972 $211K
Tyche Wealth Partners LLC 0.04% New 4,950 $210K
Atlas Wealth Partners, LLC 0.21% New 4,947 $210K
Perennial Advisors, LLC 0.04% New 4,934 $209K
Whalerock Point Partners, LLC 0.04% New 4,931 $209K
Gainplan LLC 0.09% New 4,923 $209K
Strategy Asset Managers LLC 0.04% New 4,898 $208K
D'Orazio & Associates, Inc. 0.03% New 4,876 $207K
Alteri Wealth LLC 0.07% New 4,876 $207K
Security National Bank 0.03% No change 4,875 $207K
Heritage Wealth Management, Inc. 0.06% New 4,844 $205K
Centurion Wealth Management LLC 0.05% New 4,841 $205K
Magnolia Capital Advisors LLC 0.05% New 4,820 $204K
PFG Private Wealth Management, LLC 0.09% New 4,817 $204K
Integrity Wealth Solutions LLC 0.09% New 4,817 $204K
Five Pine Wealth Management 0.14% New 4,815 $204K
3EDGE Asset Management, LP 0.01% New 4,785 $203K
Accredited Investor Services, LLC 0.14% New 4,755 $201K
Afg Fiduciary Services Limited Partnership 0.12% New 4,700 $201K
Naples Global Advisors, LLC 0.02% New 4,750 $201K
Bell Investment Advisors, Inc 0.03% Add +6.6% 4,675 $198K
Salem Investment Counselors Inc. 0.01% No change 4,620 $196K
MTM Investment Management, LLC 0.06% No change 4,500 $191K
Tompkins Financial Corp. 0.02% No change 4,432 $188K
Truvestments Capital LLC 0.03% No change 4,168 $177K
Winch Advisory Services, LLC 0.04% Add +4.6% 4,139 $175K
Proathlete Wealth Management LLC 0.05% No change 3,887 $165K
Arcadia Investment Management Corp. 0.02% New 3,810 $161K
Hilltop National Bank 0.04% No change 3,750 $159K
Clearstead Advisors, LLC 0.00% Reduce -0.9% 3,724 $158K
Orion Capital Management LLC 0.05% No change 3,689 $156K
JFS Wealth Advisors, LLC 0.01% No change 3,673 $156K
Independence Bank of Kentucky 0.02% Add +4.3% 3,665 $155K
Burns Matteson Capital Management, LLC 0.07% Reduce -62.3% 3,654 $155K
Solstein Capital, LLC 0.07% Reduce -72.0% 3,648 $155K
Aviso Financial Inc. 0.01% Reduce -14.3% 3,644 $154K
Westfuller Advisors, LLC 0.07% New 3,510 $149K
Turim 21 Investimentos Ltda. 0.05% New 3,500 $148K
Physician Wealth Advisors, Inc. 0.02% No change 3,431 $145K
GoalVest Advisory LLC 0.03% Reduce -30.1% 3,431 $145K
Wellington Shields & Co., LLC 0.04% Add +3300.0% 3,400 $144K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 3,400 $144K
Heritage Wealth Advisors 0.01% No change 3,382 $143K
Mather Group, Llc. 0.00% New 3,329 $141K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,260 $138K
Strategic Wealth Partners, Ltd. 0.01% Add +3.8% 3,223 $137K
Concord Wealth Partners 0.02% Reduce -8.6% 3,066 $130K
BankPlus Trust Department 0.03% No change 3,063 $130K
Kings Path Partners LLC 0.05% No change 3,000 $127K
Colonial Trust Advisors 0.01% No change 3,000 $127K
Albion Financial Group 0.01% No change 3,000 $127K
Pilgrim Partners Asia Pte Ltd 0.06% — 2,960 $125K
Avalon Trust Co 0.01% Add +14.1% 2,909 $123K
City State Bank 0.03% Reduce -9.3% 2,826 $120K
IMA Advisory Services, Inc. 0.01% No change 2,801 $119K
CGC Financial Services, LLC 0.03% No change 2,800 $119K
Dunhill Financial, LLC 0.04% Add +1310.3% 2,750 $117K
Financial Network Wealth Advisors LLC 0.12% No change 2,691 $114K
Trust Co. of Toledo NA 0.01% Add +128.0% 2,672 $113K
Atlantic Union Bankshares Corp 0.00% New 2,643 $112K
Archer Investment Corp 0.02% Add +68.8% 2,523 $107K
Clear Investment Research, LLC 0.14% Reduce -18.0% 2,510 $106K
Avion Wealth 0.02% No change 2,436 $103K
Bare Financial Services, Inc 0.03% No change 2,427 $103K
Gold Investment Management Ltd. 0.03% No change 2,328 $99K
Financial Consulate, Inc. 0.01% New 2,300 $97K
Banque Cantonale Vaudoise 0.00% New 2,300 $97K
First Horizon Corp. 0.00% — 2,267 $96K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.3% 2,250 $95K
Glass Jacobson Investment Advisors llc 0.03% No change 2,180 $92K
North Star Investment Management Corp. 0.01% No change 2,170 $92K
Ameriflex Group, Inc. 0.03% Reduce -18.4% 2,136 $91K
Godsey & Gibb, Inc. 0.01% Add +142.4% 2,121 $90K
Lowe Wealth Advisors, LLC 0.03% No change 2,116 $90K
Community Bank, N.A. 0.01% No change 2,110 $89K
Parkside Financial Bank & Trust 0.01% Reduce -13.0% 2,096 $89K
Caldwell Trust Co 0.01% No change 2,081 $88K
Pacific Center for Financial Services 0.02% No change 2,056 $87K
Crowley Wealth Management, Inc. 0.07% No change 2,050 $87K
Proffitt & Goodson Inc. 0.01% Add +32.3% 2,050 $87K
Vestor Capital, LLC 0.01% Reduce -63.4% 2,041 $86K
Perritt Capital Management Inc 0.04% No change 2,010 $85K
MPWM Advisory Solutions, LLC 0.05% Reduce -9.1% 2,000 $85K
Vision Financial Markets LLC 0.07% No change 2,000 $85K
Pingora Partners LLC 0.06% No change 2,000 $85K
Monetary Management Group Inc. 0.02% No change 2,000 $85K
Tsfg, LLC 0.01% Add +34.3% 1,950 $83K
Towne Trust Company, N.A 0.03% No change 1,925 $82K
HHM Wealth Advisors, LLC 0.01% No change 1,910 $81K
NBT Bank, N.A. 0.01% Reduce -7.4% 1,875 $79K
First Community Trust NA 0.06% Reduce -4.2% 1,825 $77K
Plante Moran Financial Advisors, LLC 0.00% Add +6.5% 1,810 $77K
Gables Capital Management Inc. 0.03% No change 1,800 $76K
Cherry Tree Wealth Management, LLC 0.02% No change 1,789 $76K
Princeton Global Asset Management LLC 0.01% No change 1,785 $76K
SOA Wealth Advisors, LLC. 0.01% No change 1,768 $75K
Root Financial Partners, LLC 0.00% New 1,695 $72K
Capital Analysts, LLC 0.00% Add +7.6% 1,675 $71K
Vermillion & White Wealth Management Group, LLC 0.04% No change 1,655 $70K
Nova Wealth Management, Inc. 0.05% Add +36.0% 1,646 $70K
SWAN Capital LLC 0.03% No change 1,555 $66K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,550 $66K
Strengthening Families & Communities, LLC 0.01% Reduce -54.6% 2,162 $65K
Evolution Wealth Management Inc. 0.06% Add +4.4% 1,482 $63K
LFA - Lugano Financial Advisors SA 0.03% New 1,475 $62K
Decker Retirement Planning Inc. 0.03% Reduce -9.3% 1,444 $61K
Johnson Financial Group, Inc. 0.00% Add +227.3% 1,440 $61K
Cornerstone Planning Group LLC 0.01% Add +5.9% 1,357 $60K
GAMMA Investing LLC 0.00% No change 1,366 $58K
RMG Wealth Management LLC 0.01% Reduce -31.2% 1,283 $56K
Advantage Trust Co 0.03% Reduce -43.2% 1,315 $56K
West Oak Capital, LLC 0.03% No change 1,295 $55K
Smartleaf Asset Management LLC 0.00% No change 1,271 $54K
Highline Wealth Partners LLC 0.01% Add +56.3% 1,250 $53K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,250 $53K
Vermillion Wealth Management, Inc. 0.01% No change 1,239 $52K
Colonial Trust Co / SC 0.01% No change 1,234 $52K
Webster Bank, N. A. 0.00% New 1,200 $51K
Quadrant Capital Group LLC 0.00% New 1,200 $51K
American Wealth Advisors, LLC 0.05% — 1,198 $51K
Darwin Wealth Management, LLC 0.02% No change 1,192 $51K
Duncker Streett & Co. Inc. 0.01% No change 1,181 $50K
Farmers & Merchants Investments Inc. 0.00% New 1,170 $50K
Dogwood Wealth Management LLC 0.02% No change 1,128 $48K
ORG Partners LLC 0.01% Add +38.9% 1,125 $48K
Asset Dedication, LLC 0.00% No change 1,109 $47K
Toth Financial Advisory Corp. 0.01% No change 1,095 $46K
Abound Wealth Management 0.01% Add +11.1% 1,089 $46K
Richardson Capital Management LLC 0.02% No change 1,035 $44K
Beaird Harris Wealth Management, LLC 0.00% No change 1,020 $43K
Kentucky Trust Co 0.02% No change 1,000 $42K
IAG Wealth Partners, LLC 0.01% Reduce -49.3% 991 $42K
Financial Management Professionals, Inc. 0.00% Reduce -11.3% 980 $42K
Granite FO LLC 0.02% No change 950 $40K
Hopwood Financial Services, Inc. 0.03% New 900 $38K
Old Second National Bank of Aurora 0.01% No change 886 $38K
First United Bank & Trust 0.01% No change 845 $36K
Burkett Financial Services, LLC 0.01% No change 833 $35K
Horizons Wealth Management 0.02% No change 812 $34K
Keystone Financial Group, Inc. 0.02% No change 810 $34K
Smallwood Wealth Investment Management, LLC 0.02% No change 800 $34K
Essex Investment Management Co. LLC 0.01% No change 771 $33K
Raleigh Capital Management Inc. 0.01% New 755 $32K
General Partner, Inc. 0.02% No change 750 $32K
Nexus Investment Management ULC 0.00% Add +50.0% 750 $32K
Center for Financial Planning, Inc. 0.00% No change 750 $32K
American Capital Advisory, LLC 0.01% No change 727 $31K
Beacon Capital Management, Inc. 0.00% Add +26.0% 697 $30K
GeoWealth Management, LLC 0.00% Reduce -26.7% 694 $29K
Alerus Financial NA 0.00% New 686 $29K
Crews Bank & Trust 0.00% Add +36.0% 680 $29K
LRI Investments, LLC 0.00% No change 638 $27K
DiNuzzo Private Wealth, Inc. 0.00% No change 720 $26K
Wealth Preservation Advisors, LLC 0.01% No change 610 $26K
Flagship Wealth Advisors, LLC 0.01% No change 600 $25K
Prestige Wealth Management Group LLC 0.00% No change 600 $25K
Bellevue Asset Management, LLC 0.01% No change 568 $24K
Westside Investment Management, Inc. 0.00% No change 556 $24K
Kelleher Financial Advisors 0.01% New 548 $23K
Clark Wealth Partners 0.01% New 360 $23K
Delta Asset Management LLC 0.00% No change 530 $22K
Clearstead Trust, LLC 0.00% No change 522 $22K
Crewe Advisors LLC 0.00% No change 516 $22K
Stephens Consulting, LLC 0.01% Reduce -63.6% 500 $21K
SouthState Bank Corp 0.00% Reduce -4.0% 500 $21K
Broadwater Capital Management LLC 0.01% Reduce -97.0% 481 $20K
Caldwell Sutter Capital, Inc. 0.01% Add +3.3% 475 $20K
Cranbrook Wealth Management, LLC 0.00% No change 463 $20K
Promus Capital, LLC 0.01% New 454 $19K
Blume Capital Management, Inc. 0.00% Reduce -36.0% 431 $18K
Quest 10 Wealth Builders, Inc. 0.02% No change 430 $18K
Binnacle Investments Inc 0.01% No change 430 $18K
Founders Capital Management 0.01% No change 410 $17K
LJI Wealth Management, LLC 0.00% New 400 $17K
Washington Trust Advisors, Inc. 0.00% No change 400 $17K
Fairscale Capital, LLC 0.01% No change 390 $17K
Financially Speaking Inc 0.01% No change 334 $14K
Grove Bank & Trust 0.00% Add +150.4% 333 $14K
Game Plan Financial Advisors, LLC 0.01% No change 300 $13K
American National Bank & Trust 0.00% Reduce -94.1% 300 $13K
Stone House Investment Management, LLC 0.00% No change 293 $12K
Grey Fox Wealth Advisors, LLC 0.00% New 292 $12K
Cape Investment Advisory, Inc. 0.01% Reduce -54.0% 284 $12K
PFS Partners, LLC 0.01% New 267 $11K
Bulwark Capital Corp 0.01% Add +25700.0% 258 $11K
Seneschal Advisors, LLC 0.01% New 255 $11K
Redwood Park Advisors LLC 0.01% No change 250 $11K
Strategic Advocates LLC 0.00% New 250 $11K
St. Johns Investment Management Company, LLC 0.00% No change 202 $9K
SJS Investment Consulting Inc. 0.00% Reduce -58.0% 202 $9K
Midwest Capital Advisors, LLC 0.00% No change 200 $8K
Barrett & Company, Inc. 0.00% No change 200 $8K
Financial Perspectives, Inc 0.00% No change 200 $8K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $8K
Horrell Capital Management, Inc. 0.00% No change 180 $8K
Medallion Wealth Advisors, LLC 0.00% No change 174 $7K
Cedar Mountain Advisors, LLC 0.00% No change 170 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 155 $7K
Byrne Asset Management LLC 0.00% No change 160 $7K
MCF Advisors LLC 0.00% Reduce -62.6% 155 $7K
Clarity Asset Management, Inc. 0.00% No change 152 $6K
Team Financial Group, LLC 0.00% New 150 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $6K
Aspect Partners, LLC 0.00% New 140 $6K
Halbert Hargrove Global Advisors, LLC 0.00% New 134 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $5K
Legacy Wealth Managment, LLC 0.00% Add +157.5% 103 $4K
Clayton Financial Group LLC 0.00% New 100 $4K
Robinswood Financial LLC 0.00% No change 100 $4K
Louisbourg Investments Inc. 0.00% Reduce -50.0% 100 $4K
CVA Family Office, LLC 0.00% No change 100 $4K
Country Trust Bank 0.00% Reduce -75.5% 100 $4K
AllSquare Wealth Management LLC 0.00% No change 95 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -97.9% 90 $4K
Transce3nd, LLC 0.03% Reduce -96.4% 200 $4K
Lummis Asset Management, LP 0.00% No change 85 $4K
Anchor Investment Management, LLC 0.00% No change 80 $3K
Ascentis Wealth Management, LLC 0.00% No change 70 $3K
DecisionPoint Financial, LLC 0.00% No change 67 $3K
Cypress Capital Management LLC (WY) 0.00% No change 50 $2K
New Millennium Group LLC 0.00% Reduce -31.1% 42 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 35 $2K
McIlrath & Eck, LLC 0.00% Add +44.4% 26 $1K
Bernard Wealth Management Corp. 0.00% No change 25 $1K
Compass Financial Services Inc 0.00% No change 23 $975
Tower Research Capital LLC (TRC) 0.00% Reduce -82.2% 21 $890
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $848
Park Square Financial Group, LLC 0.00% Reduce -64.3% 20 $847
Goodman Advisory Group, LLC 0.00% New 10 $424
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $297
Prudent Man Investment Management, Inc. 0.00% No change 10 $264
Steigerwald, Gordon & Koch Inc. 0.00% New 3 $127
Guerra Advisors Inc 0.00% New 1 $44
New England Professional Planning Group Inc. 0.00% No change 10,004 $0
FNY Investment Advisers, LLC 0.00% New 14 $0

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