iShares Silver TrustSLVETF

13F holders, Q4 2025 (December 31)
1,532holders +320
306new positions
77sold out
7famous investors
$64.54avg. 13F price*

At the end of Q4 2025, 1,532 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 320 from Q3 2025. 306 opened new positions and 77 sold out. The largest holders were Jane Street Group, LLC ($1.3B), Morgan Stanley ($1.2B) and Bank of America Corp. ($677.6M). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions306$582.3M
Exits77$211.7M

All 13F filers, Q3 2025 → Q4 2025: 51,215,736 shares bought and 25,547,421 shares sold, net +25,668,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,532 holders

Jane Street Group, LLC 1.60% Add +50084.6% 20,672,537 $1.3B
Morgan Stanley 0.07% Reduce -17.3% 18,073,229 $1.2B
Bank of America Corp. 0.05% Reduce -5.5% 10,517,819 $677.6M
UBS Group AG 0.13% Add +36.6% 10,129,450 $652.5M
LPL Financial LLC 0.15% Reduce -1.7% 8,748,745 $563.6M
Wells Fargo & Company 0.08% Add +3.5% 6,551,295 $422.0M
SG Americas Securities, LLC 0.35% Add +3.9% 4,067,660 $262.0M
Royal Bank of Canada 0.04% Add +11.9% 3,157,507 $203.4M
Raymond James Financial Inc. 0.06% Add +6.2% 2,958,425 $190.6M
BNP Paribas Financial Markets 0.12% Reduce -29.3% 2,922,946 $188.3M
Ameriprise Financial Inc. 0.04% Add +0.2% 2,680,545 $172.9M
Goldman Sachs Group Inc. 0.02% Add +92.5% 2,276,350 $146.6M
Bank of Montreal 0.06% Add +441.5% 2,218,970 $142.9M
CTC LLC 11.50% New 1,948,468 $125.5M
Mainstay Capital Management LLC 9.00% Add +82.5% 1,824,479 $117.5M
Cetera Investment Advisers 0.13% Add +6.8% 1,775,426 $114.4M
Marshall Wace, LLP 0.10% Add +371.3% 1,668,410 $107.5M
HighTower Advisors, LLC 0.11% Reduce -9.3% 1,587,507 $102.3M
Stifel Financial Corp. 0.09% Reduce -7.7% 1,468,147 $94.6M
Osaic Holdings, Inc. 0.14% Add +5.9% 1,458,005 $93.9M
Envestnet Asset Management Inc. 0.03% Reduce -14.8% 1,402,737 $90.4M
MML Investors Services, LLC 0.22% Add +34.8% 1,402,204 $90.3M
Teacher Retirement System of Texas 0.31% Add +259.9% 1,400,000 $90.2M
PEAK6 LLC 2.37% New 1,346,924 $86.8M
JPMorgan Chase & Co. 0.01% Reduce -10.2% 1,334,943 $86.0M
Guggenheim Capital LLC 0.63% Reduce -22.0% 1,326,256 $85.4M
Barclays PLC 0.03% Add +389.7% 1,249,471 $80.5M
Susquehanna International Group, LLP 0.11% Reduce -15.4% 1,210,365 $78.0M
Commonwealth Equity Services, LLC 0.10% Reduce -41.0% 1,193,515 $76.9M
National Bank of Canada 0.08% Add +48.3% 1,185,326 $76.4M
Mackenzie Financial Corp. 0.09% Add +57.3% 1,066,685 $73.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.50% Add +82.5% 1,103,897 $72.4M
Bleakley Financial Group, LLC 1.06% Reduce -10.8% 944,836 $60.9M
Millennium Management 0.04% Add +278.3% 910,255 $58.6M
Rockefeller Capital Management L.P. 0.10% Add +92.6% 903,489 $58.2M
Permanens Capital L.P. 7.56% Reduce -3.4% 900,242 $58.0M
GLOBALT Investments LLC / GA 2.09% Add +0.3% 887,771 $57.2M
Optiver Holding B.V. 1.00% Add +343.6% 863,021 $55.6M
Foundations Investment Advisors, LLC 0.72% Reduce -2.2% 847,369 $54.6M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -11.0% 815,641 $52.5M
Truist Financial Corp. 0.07% Add +14.4% 775,009 $49.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +58.8% 746,397 $48.1M
Focus Partners Wealth 0.05% Add +480.3% 744,124 $47.9M
Tudor Investment Corporation 0.24% Reduce -12.4% 656,688 $42.3M
Briaud Financial Planning Inc 9.95% Add +1.0% 627,095 $40.4M
Saudi Central Bank 1.50% No change 621,400 $40.0M
Richard C. Young & CO., LTD. 3.51% Reduce -0.1% 608,872 $39.2M
Walser Wealth Management Company, A Ltd Liability Co 19.24% — 566,366 $36.5M
NewEdge Advisors, LLC 0.13% Add +10.3% 561,987 $36.2M
Baird Financial Group, Inc. 0.06% Reduce -20.7% 555,425 $35.8M
Private Advisor Group, LLC 0.17% Add +4.3% 546,145 $35.2M
Kovack Advisors, Inc. 1.62% Add +938.9% 526,656 $33.9M
LMR Partners LLP 0.43% Add +37.3% 520,800 $33.5M
RIA Advisory Group LLC 7.91% Reduce -9.6% 507,389 $32.7M
Jones Financial Companies LLLP 0.02% Add +26.9% 497,258 $32.0M
MSA Advisors, LLC 7.71% New 477,745 $30.8M
Great Valley Advisor Group, Inc. 0.57% Reduce -10.9% 463,306 $29.8M
Kestra Advisory Services, LLC 0.12% Reduce -54.4% 457,869 $29.5M
Northeast Planning Associates, Inc. / NH / 20.70% Add +0.2% 454,766 $29.3M
Meitav Investment House Ltd. 0.34% Reduce -84.8% 451,600 $29.1M
Greenwich Wealth Management LLC 1.27% New 442,753 $28.5M
Independent Financial Group, LLC 0.58% Add +58.9% 403,492 $26.0M
Blair William & Co. 0.07% Add +116.6% 401,524 $25.9M
Janney Montgomery Scott LLC 0.06% Add +2.2% 401,060 $25.8M
AMG National Trust Bank 0.60% Reduce -5.6% 397,605 $25.6M
Citigroup Inc. 0.02% Add +9.9% 391,580 $25.2M
Captrust Financial Advisors 0.05% Add +9.1% 370,254 $23.9M
Mariner, LLC 0.03% Add +22.5% 367,553 $23.7M
Insigneo Advisory Services, LLC 1.68% Reduce -14.7% 363,530 $23.4M
New Harbor Financial Group, LLC 4.26% Reduce -9.5% 361,236 $23.3M
Red Cedar Investment Management, LLC 2.48% New 355,723 $22.9M
McAlvany Wealth Management LLC 17.51% — 355,505 $22.9M
Pinnacle Financial Partners, Inc. 0.17% — 354,185 $22.8M
PNC Financial Services Group, Inc. 0.01% Add +53.1% 347,608 $22.4M
ION Fund Management Ltd 2.84% — 345,475 $22.3M
MinichMacGregor Wealth Management, LLC 3.96% New 339,166 $21.8M
Caliber Wealth Management, LLC / KS 2.26% Reduce -4.1% 325,717 $21.0M
Bank of New York Mellon Corp 0.00% Reduce -29.4% 322,195 $20.8M
Carrera Capital Advisors 3.46% Reduce -28.0% 319,089 $20.6M
Wealthfront Advisers LLC 0.05% Add +25.8% 318,763 $20.5M
Cresset Asset Management, LLC 0.09% Add +27.4% 318,329 $20.5M
Cadence Wealth Management LLC 9.83% Reduce -44.2% 316,169 $20.4M
Prospera Financial Services Inc 0.33% Add +74.2% 314,974 $20.3M
Forest Hill Capital, LLC 10.28% New 312,000 $20.1M
Schonfeld Strategic Advisors LLC 0.10% Add +1956.2% 311,268 $20.1M
Twin Tree Management, LP 2.00% Add +3.4% 303,559 $19.6M
Cerity Partners LLC 0.03% Add +1.4% 300,960 $19.4M
Chicago Wealth Management, Inc. 7.77% Reduce -1.3% 300,384 $19.3M
Ardsley Advisory Partners LP 2.42% Add +47.5% 295,000 $19.0M
Oxbow Advisors, LLC 1.69% Add +3.7% 294,396 $19.0M
Aragon Global Management, LP 5.72% Add +78.6% 292,600 $18.8M
Jain Global LLC 0.19% New 292,119 $18.8M
Assetmark, Inc. 0.04% Add +233.3% 288,666 $18.6M
Debussy Capital Management LP 2.50% Reduce -11.0% 285,723 $18.4M
Steward Partners Investment Advisory, LLC 0.10% Reduce -8.7% 284,144 $18.3M
Squarepoint Ops LLC 0.04% New 282,685 $18.2M
Brookstone Capital Management 0.20% Add +88.0% 270,396 $17.4M
Equitable Holdings, Inc. 0.12% Add +8.1% 265,294 $17.1M
Tidal Investments LLC 0.07% Add +26.1% 260,614 $16.8M
Corecam Pte. Ltd. 8.90% Reduce -64.3% 260,400 $16.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -10.6% 216,821 $16.0M
PenderFund Capital Management Ltd. 6.12% Reduce -1.0% 247,500 $15.9M
Innovative Advisory Group, LLC 10.44% Add +4.8% 246,933 $15.9M
Creative Planning 0.01% Add +11.6% 240,959 $15.5M
Sowell Financial Services LLC 0.56% Reduce -6.8% 236,354 $15.2M
Proficio Capital Partners LLC 1.05% Reduce -44.5% 231,581 $14.9M
Cypress Capital Group 1.65% Add +2.6% 229,098 $14.8M
Ariadne Wealth Management, LP 6.04% No change 215,850 $14.6M
Oppenheimer & Co. Inc. 0.21% Reduce -13.3% 225,266 $14.5M
Sigma Planning Corp 0.40% Add +11.5% 219,910 $14.4M
AlTi Global, Inc. 0.30% Add +405.1% 214,179 $13.8M
Evoke Wealth, LLC 0.26% Reduce -1.9% 210,607 $13.6M
Grand Central Investment Group 9.84% — 210,378 $13.6M
Fourpath Capital Management, LLC 1.85% Add +0.2% 209,980 $13.5M
Point72 Asset Management 0.02% New 208,166 $13.4M
Augustine Asset Management Inc. 2.59% Add +0.6% 201,197 $13.0M
Beacon Pointe Advisors, LLC 0.09% Add +5.7% 196,302 $12.6M
Belvedere Trading LLC 2.25% New 188,770 $12.2M
Wealthcare Advisory Partners LLC 0.24% Add +49.2% 187,704 $12.1M
Harvest Investment Services, LLC 2.24% Add +105.0% 184,425 $11.9M
IHT Wealth Management, LLC 0.29% Reduce -33.1% 183,650 $11.8M
Trek Financial, LLC 0.68% Reduce -37.0% 182,391 $11.7M
Nations Financial Group Inc, /Ia/ 0.62% Reduce -3.7% 181,793 $11.7M
Meridian Wealth Management, LLC 0.41% Reduce -4.9% 181,558 $11.7M
ARS Wealth Advisors Group, LLC 1.04% Reduce -20.1% 179,613 $11.6M
WESCAP Management Group, Inc. 2.28% Reduce -14.9% 174,570 $11.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 173,141 $11.2M
&partners 0.06% Add +10.4% 173,986 $11.1M
DAVENPORT & Co LLC 0.06% Add +6.3% 171,665 $11.1M
Independent Advisor Alliance 0.27% Add +19.1% 171,388 $11.0M
Florida Trust Wealth Management Co 0.30% Add +2689.1% 171,001 $11.0M
Arnhold LLC 0.83% No change 169,060 $10.9M
SBI Securities Co., Ltd. 0.27% Add +8.6% 163,434 $10.5M
Stephens Inc. 0.13% Add +17.1% 162,635 $10.5M
Twelve Points Wealth Management LLC 2.36% Reduce -11.2% 144,847 $10.5M
D.A. Davidson & Co. 0.06% Add +37.9% 162,316 $10.5M
Keel Point, LLC 0.62% Reduce -1.6% 160,675 $10.4M
Altfest L J & Co. Inc. 1.12% Add +23.9% 158,665 $10.2M
IMC-Chicago, LLC 0.18% Reduce -89.0% 157,926 $10.2M
Corecam AG 10.13% — 156,653 $10.1M
Canton Hathaway, LLC 1.94% Reduce -2.9% 155,813 $10.0M
Stratos Wealth Partners, LTD. 0.11% Add +2.9% 150,393 $9.7M
Corient Private Wealth LP 0.01% Add +54.9% 149,596 $9.6M
Nwam LLC 0.54% Reduce -27.7% 98,097 $9.6M
Arkadios Wealth Advisors 0.19% Reduce -13.2% 149,059 $9.6M
Armor Advisors, L.L.C. 9.95% Add +19.7% 147,595 $9.5M
Agp Franklin, LLC 4.42% Reduce -1.8% 146,354 $9.4M
Ariose Capital Management Ltd 3.16% Add +8.4% 146,200 $9.4M
Faithward Advisors, LLC 1.38% Reduce -8.1% 145,729 $9.4M
US Bancorp \de 0.01% Add +8.5% 145,561 $9.4M
Advisory Services Network, LLC 0.13% Add +15.1% 144,335 $9.3M
VMS Asset Management Limited 3.57% — 143,818 $9.3M
Granite Bay Wealth Management, LLC 2.24% Reduce -20.6% 143,718 $9.3M
TD Waterhouse Canada Inc. 0.06% Reduce -17.0% 143,452 $9.2M
Fifth Third Securities, Inc. 0.60% Reduce -40.1% 143,038 $9.2M
Mutual Advisors, LLC 0.20% Reduce -1.5% 142,833 $9.2M
NTV Asset Management LLC 0.96% Reduce -21.7% 140,190 $9.0M
Integrated Wealth Concepts LLC 0.11% Reduce -49.1% 140,071 $9.0M
O'Domhnaill Enterprises, Inc. 8.39% — 139,020 $9.0M
Cwm, LLC 0.02% Reduce -21.9% 137,639 $8.9M
Union Bancaire Privee, UBP SA 0.11% Add +447.7% 156,784 $8.8M
Scotia Capital Inc. 0.03% Reduce -3.3% 132,709 $8.5M
EFG International AG 0.16% — 130,150 $8.4M
Fortis Group Advisors, LLC 1.38% Add +8.2% 109,626 $8.3M
Leavell Investment Management, Inc. 0.34% Add +11.6% 126,868 $8.2M
Ameritas Advisory Services, LLC 0.30% Add +57.7% 126,425 $8.1M
Nkcfo LLC 2.34% No change 125,400 $8.1M
Nwi Management LP 0.49% Add +400.0% 125,000 $8.1M
Seven Post Investment Office LP 2.75% No change 119,501 $7.7M
Sugar Maple Asset Management, LLC 5.11% Add +5.7% 117,834 $7.6M
Sovran Advisors, LLC 0.64% Add +4.9% 90,509 $7.5M
CreativeOne Wealth, LLC 0.18% Reduce -6.3% 115,549 $7.4M
Bravias Capital Group, LLC 4.48% Add +42.5% 115,046 $7.4M
Strategic Investment Solutions, Inc. 1.77% Add +6.8% 115,777 $7.4M
Price Capital Management, Inc. 53.57% Add +92.1% 113,740 $7.3M
Private Harbour Investment Management & Counsel, LLC 7.65% Reduce -0.5% 113,590 $7.3M
CWA Asset Management Group, LLC 0.26% Reduce -8.8% 112,269 $7.2M
Comerica Bank 0.03% Reduce -8.4% 111,449 $7.2M
FMR LLC 0.00% Add +327.3% 110,530 $7.1M
Independent Wealth Network Inc. 2.17% Add +5.8% 110,259 $7.1M
Snowden Capital Advisors LLC 0.18% Reduce -3.1% 109,804 $7.1M
Pettinga Financial Advisors LLC 1.32% Add +7.7% 108,367 $7.0M
Encompass More Asset Management 1.29% Add +23.2% 108,141 $7.0M
Client First Investment Management LLC 3.65% New 108,086 $7.0M
Mercer Global Advisors Inc. 0.01% Add +3.6% 110,831 $7.0M
RM Financial Services, LLC 6.13% — 107,220 $6.9M
Brookwood Investment Group LLC 0.83% Reduce -26.7% 106,772 $6.9M
Orion Porfolio Solutions, LLC 0.05% Add +68.9% 106,040 $6.8M
Private Wealth Asset Management, LLC 0.74% No change 106,010 $6.8M
Two Sigma Investments, LP 0.01% Add +199.5% 105,846 $6.8M
U.S. Capital Wealth Advisors, LLC 0.17% Reduce -21.1% 103,737 $6.7M
Castleark Management LLC 0.19% New 102,570 $6.6M
Smith, Moore & Co. 0.50% Add +12.3% 101,930 $6.6M
Chesley Taft & Associates LLC 0.26% Add +16.0% 101,350 $6.5M
Empirical Asset Management, LLC 1.82% Add +16.1% 100,409 $6.5M
Global Retirement Partners, LLC 0.11% Add +19.2% 100,063 $6.4M
Credit Agricole S A 0.02% Add +188.3% 98,678 $6.4M
Cornerstone Wealth Management, LLC 0.33% Reduce -3.0% 98,620 $6.4M
Mgo One Seven LLC 0.13% Reduce -11.3% 97,741 $6.3M
Lesa Sroufe & Co 4.66% Reduce -27.0% 97,230 $6.3M
Evanson Asset Management, LLC 0.34% Add +4.7% 96,844 $6.2M
Eagle Strategies LLC 0.79% Add +8.2% 96,070 $6.2M
Jamison Private Wealth Management, Inc. 0.77% No change 95,488 $6.2M
Retirement Capital Strategies 2.28% New 95,261 $6.1M
Fifth Third Bancorp 0.02% Add +4.7% 95,139 $6.1M
James Investment Research, Inc. 0.66% Add +10.1% 94,227 $6.1M
EP Wealth Advisors, LLC 0.03% — 94,159 $6.1M
Principal Financial Group Inc. 0.00% No change 92,560 $6.0M
Lake Hills Wealth Management, LLC 3.09% Reduce -17.9% 91,964 $5.9M
Centaurus Financial, Inc. 0.27% Add +307.5% 91,717 $5.9M
National Philanthropic Trust 0.06% New 91,657 $5.9M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -0.8% 91,515 $5.9M
RoundAngle Advisors LLC 4.29% Add +1.2% 91,373 $5.9M
Sig Brokerage, LP 1.97% Add +55.9% 91,101 $5.9M
Fielder Capital Group LLC 1.24% Reduce -15.6% 90,417 $5.8M
Abbington Investment Group 3.93% No change 89,289 $5.8M
Cadent Capital Advisors, LLC 1.51% Add +14.4% 88,985 $5.7M
MAI Capital Management 0.03% Reduce -4.1% 87,701 $5.6M
Ameliora Wealth Management Ltd. 1.70% Add +15.4% 86,670 $5.6M
Axxcess Wealth Management, LLC 0.10% Add +19.5% 86,633 $5.6M
Avalon Capital Management 1.33% Add +84.3% 86,141 $5.5M
Bfsg, LLC 0.54% Reduce -0.3% 85,944 $5.5M
Perennial Investment Advisors, LLC 0.44% Add +0.2% 85,534 $5.5M
Exit Wealth Advisors, LLC. 3.26% Reduce -39.5% 85,477 $5.5M
Allworth Financial LP 0.02% Add +8.7% 85,014 $5.5M
Kingsview Wealth Management, LLC 0.08% Add +14.2% 84,291 $5.4M
Chelsea Counsel Co. 2.32% No change 84,000 $5.4M
CENTRAL TRUST Co 0.11% Reduce -2.5% 83,688 $5.4M
J.W. Cole Advisors, Inc. 0.13% Add +52.0% 152,753 $5.3M
Farther Finance Advisors, LLC 0.06% Reduce -47.5% 81,607 $5.3M
Arete Wealth Advisors, LLC 0.36% Reduce -30.9% 81,302 $5.2M
CI Investments Inc. 0.02% No change 81,000 $5.2M
L & S Advisors Inc 0.53% New 80,950 $5.2M
Rakuten Securities, Inc. 1.68% Add +338.3% 80,518 $5.2M
Knoll Capital Management, LLC 2.36% No change 80,000 $5.2M
AE Wealth Management LLC 0.03% Add +22.1% 79,686 $5.1M
Royal Palms Capital LLC 6.06% — 79,241 $5.1M
Dorsey Wright & Associates 1.10% Add +1.6% 78,572 $5.1M
Shepherd Financial Partners LLC 0.47% Reduce -10.8% 78,105 $5.0M
Kercheville Advisors, LLC 1.31% Reduce -5.3% 57,500 $5.0M
LifeWealth Investments, LLC 1.58% Reduce -14.0% 77,312 $5.0M
Basso Capital Management, L.P. 2.95% Add +10.5% 76,970 $5.0M
HB Wealth Management, LLC 0.03% Reduce -5.1% 76,780 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -62.0% 75,950 $4.9M
Summit Financial, LLC 0.07% Add +8.2% 74,580 $4.8M
Robertson Stephens Wealth Management, LLC 0.14% Add +277.5% 74,492 $4.8M
GK Wealth Management LLC 3.50% Add +4.6% 74,205 $4.8M
Toronto Dominion Bank 0.01% Reduce -12.0% 74,163 $4.8M
Kestra Private Wealth Services, LLC 0.06% Add +8.9% 74,098 $4.8M
ROI Financial Advisors, LLC 2.74% Add +6.2% 73,969 $4.8M
Geneos Wealth Management Inc. 0.12% Add +210.5% 73,717 $4.7M
Concurrent Investment Advisors, LLC 0.05% Add +19.1% 73,656 $4.7M
Broussard Financial Group LLC 3.84% — 73,607 $4.7M
Aristides Capital LLC 1.65% New 73,600 $4.7M
Clark Capital Management Group, Inc. 0.03% Reduce -56.3% 72,722 $4.7M
DCF Advisers, LLC 1.54% Reduce -27.5% 72,500 $4.7M
CoreCap Advisors, LLC 0.16% Reduce -22.1% 72,478 $4.7M
Moneco Advisors, LLC 0.37% Add +104.1% 72,322 $4.7M
CIBC Private Wealth Group LLC 0.01% Reduce -7.3% 72,077 $4.6M
Cibc World Market Inc. 0.01% Add +36.3% 72,028 $4.6M
Benin Management CORP 1.02% Add +8.4% 71,285 $4.6M
Sprott Inc. 0.16% Reduce -52.1% 70,424 $4.5M
Dynamic Advisor Solutions LLC 0.15% Add +1.2% 70,235 $4.5M
GFS Advisors, LLC 0.54% Add +50.8% 70,184 $4.5M
Apollon Wealth Management, LLC 0.08% Add +1.6% 70,137 $4.5M
Plan Group Financial, LLC 1.15% Add +12.9% 68,751 $4.4M
Wellington Shields Capital Management, LLC 0.64% Reduce -1.0% 68,602 $4.4M
World Investment Advisors 0.07% Add +6.0% 68,586 $4.4M
Fox Hill Wealth Management 2.05% Add +6.1% 68,413 $4.4M
Midwest Trust Co 0.06% Add +8.9% 68,389 $4.4M
PGIM Custom Harvest LLC 0.07% Reduce -2.2% 68,365 $4.4M
Western Wealth Management, LLC 0.20% Add +234.2% 68,207 $4.4M
Natixis 0.02% Add +95.6% 67,957 $4.4M
Barnes Dennig Private Wealth Management LLC 4.39% Reduce -8.7% 67,885 $4.4M
Members Advisory Group LLC 1.65% Reduce -48.8% 67,751 $4.4M
Tepp RIA, LLC 4.31% New 67,668 $4.4M
Pine Valley Investments Ltd Liability Co 0.22% Reduce -1.9% 67,464 $4.3M
Federation des caisses Desjardins du Quebec 0.02% Add +1.8% 66,279 $4.3M
Williams & Novak, LLC 3.18% Reduce -4.7% 65,560 $4.2M
Cordoba Advisory Partners LLC 1.04% — 65,480 $4.2M
Regions Financial Corp. 0.03% Add +40.2% 65,298 $4.2M
Inspire Trust Co, N.A. 0.69% No change 65,000 $4.2M
Jackson Hole Capital Partners, LLC 0.71% Reduce -0.3% 64,669 $4.2M
Strategic Blueprint, LLC 0.25% Reduce -12.8% 64,522 $4.2M
Capstone Investment Advisors, LLC 0.04% Add +574.8% 64,285 $4.1M
National Wealth Management Group, LLC 1.43% Reduce -24.4% 64,048 $4.1M
Ieq Capital, LLC 0.01% Add +7.7% 63,962 $4.1M
Marex Group Ltd 0.04% Reduce -90.5% 63,946 $4.1M
Ball & Co Wealth Management Inc. 2.64% New 63,626 $4.1M
EverSource Wealth Advisors, LLC 0.15% Add +88.3% 63,728 $4.1M
Perigon Wealth Management, LLC 0.07% Reduce -1.4% 63,487 $4.1M
Symphony Financial, Ltd. Co. 0.55% Add +2.7% 59,298 $4.1M
Pallas Capital Advisors LLC 0.13% No change 63,350 $4.1M
Crescent Grove Advisors, LLC 0.38% Add +101.8% 62,723 $4.0M
IFC Advisors LLC 0.59% Add +10.2% 62,379 $4.0M
Sapient Capital LLC 0.06% Reduce -9.7% 58,180 $4.0M
Murphy, Middleton, Hinkle & Parker, Inc. 1.94% New 3,734 $4.0M
Blue Trust, Inc. 0.05% Add +3.4% 61,998 $4.0M
Southeast Asset Advisors, LLC 0.38% Add +1.0% 61,525 $4.0M
Money Concepts Capital Corp. 0.22% Add +34.5% 61,241 $3.9M
PFG Investments, LLC 0.19% Add +31.6% 61,184 $3.9M
Mustico Financial Group, Inc. 3.03% Add +11.1% 54,798 $3.9M
MGB Wealth Management, LLC 1.11% Add +5.3% 59,167 $3.9M
Ninepoint Partners LP 0.46% New 60,299 $3.9M
Savvy Advisors, Inc. 0.13% Add +3.8% 60,096 $3.9M
Rik Saylor Financial, Inc. 2.81% Reduce -0.2% 59,645 $3.8M
Capstone Wealth Management Group LLC 2.32% Add +8.0% 59,579 $3.8M
Associated Banc-Corp 0.10% Add +5.4% 59,521 $3.8M
Pekin Hardy Strauss, Inc. 0.35% Add +9.6% 59,465 $3.8M
Integrated Advisors Network LLC 0.17% Add +73.5% 59,451 $3.8M
Sequoia Financial Advisors, LLC 0.02% Add +20.9% 59,027 $3.8M
Cushing Capital Partners, LLC 2.81% Reduce -10.3% 58,921 $3.8M
M Holdings Securities, Inc. 0.27% New 58,468 $3.8M
FineMark National Bank & Trust 0.12% Reduce -1.5% 57,407 $3.7M
truNorth Financial Services, Inc. 3.99% — 57,112 $3.7M
Level Four Advisory Services, LLC 0.12% Add +0.7% 57,095 $3.7M
Whittier Trust Co. of Nevada Inc. 0.08% Add +19.2% 49,426 $3.6M
Harbour Investments, Inc. 0.07% Add +31.3% 55,423 $3.6M
Well Done, LLC 0.53% Add +4.8% 55,388 $3.6M
Sound View Wealth Advisors Group, LLC 0.24% Reduce -0.6% 54,405 $3.5M
Robinson Value Management, Ltd. 1.89% Reduce -35.2% 54,259 $3.5M
Global View Capital Management LLC 0.65% Add +9.1% 54,127 $3.5M
Primoris Wealth Advisors, LLC 2.08% Reduce -4.0% 54,080 $3.5M
AQR Capital Management 0.00% Add +53.6% 53,523 $3.4M
Fiduciary Alliance LLC 0.22% Add +4.7% 52,596 $3.4M
Centennial Wealth Advisory LLC 0.89% Reduce -0.6% 52,211 $3.4M
Caitlin John, LLC 2.17% Add +4.5% 51,511 $3.3M
Moors & Cabot, Inc. 0.14% Add +9.2% 51,409 $3.3M
TD Private Client Wealth LLC 0.07% Reduce -7.1% 50,546 $3.3M
Williams Jones Wealth Management, LLC. 0.04% Add +118.8% 49,150 $3.2M
Scarborough Advisors, LLC 0.53% Add +4.5% 48,694 $3.1M
Empire Financial Management Company, LLC 0.68% Reduce -1.8% 48,547 $3.1M
Principal Securities, Inc. 0.05% Reduce -4.0% 48,487 $3.1M
Private Wealth Advisors, LLC 1.12% Reduce -51.9% 48,419 $3.1M
Wealth Watch Advisors, INC 1.15% Add +50.3% 48,004 $3.1M
HSBC Holdings PLC 0.00% New 48,000 $3.1M
Mezzasalma Advisors, LLC 0.74% Reduce -3.0% 47,152 $3.1M
AlphaStar Capital Management, LLC 0.22% Add +52.0% 47,459 $3.1M
Bulltick Wealth Management, LLC 0.65% No change 47,424 $3.1M
WealthCare Investment Partners, LLC 0.88% Add +14.8% 46,066 $3.0M
Avior Wealth Management, LLC 0.09% Reduce -9.5% 46,254 $3.0M
Independent Wealth Advisors LLC 3.07% — 45,739 $2.9M
One Charles Private Wealth Services, LLC 0.76% Reduce -4.4% 45,617 $2.9M
Merit Financial Group, LLC 0.02% Add +21.5% 44,979 $2.9M
Wedbush Securities Inc. 0.08% Add +0.0% 44,695 $2.9M
OneDigital Investment Advisors LLC 0.03% Reduce -9.6% 44,238 $2.8M
Silver Oak Securities, Incorporated 0.19% Reduce -5.9% 40,385 $2.8M
Principia Wealth Advisory, LLC 1.74% Reduce -18.2% 43,199 $2.8M
Florida Financial Advisors, LLC 0.75% Add +54.2% 43,059 $2.8M
NewEdge Wealth, LLC 0.03% Reduce -0.6% 42,926 $2.8M
Investment Partners, LTD. 0.97% No change 42,900 $2.8M
Eaton Financial Holdings Company, LLC 0.74% New 42,810 $2.8M
Violich Capital Management, Inc. 0.31% Add +14.5% 42,810 $2.8M
Pathstone Holdings, LLC 0.01% Reduce -14.7% 42,642 $2.7M
Benjamin Edwards Inc. 0.03% Reduce -15.7% 42,320 $2.7M
CSS LLC 0.45% Add +1.9% 42,140 $2.7M
Verition Fund Management LLC 0.02% Reduce -94.4% 41,791 $2.7M
First Command Advisory Services, Inc. 0.02% Add +9.3% 41,682 $2.7M
Revisor Wealth Management LLC 0.72% Add +85.2% 35,343 $2.7M
Intellus Advisors LLC 0.35% Reduce -21.8% 41,460 $2.7M
OpenArc Corporate Advisory, LLC 0.04% — 41,454 $2.7M
Park Avenue Securities LLC 0.02% Reduce -15.1% 41,259 $2.7M
Choreo, LLC 0.03% Add +9.5% 38,576 $2.7M
VestGen Advisors, LLC 0.11% Add +13.0% 41,007 $2.6M
URS Advisory LLC 2.19% — 40,899 $2.6M
Waverly Advisors, LLC 0.02% Add +15.3% 40,856 $2.6M
Financial Plan, Inc. 0.30% — 40,767 $2.6M
M&T Bank Corp 0.01% No change 40,671 $2.6M
Sunbelt Securities, Inc. 0.17% Add +51.0% 40,563 $2.6M
Essex Financial Services, Inc. 0.15% Add +8.1% 40,383 $2.6M
DV Trading LLC 0.22% — 40,232 $2.6M
Discipline Wealth Solutions, LLC 0.48% Add +2.7% 40,211 $2.6M
Ausdal Financial Partners, Inc. 0.12% Reduce -5.9% 40,136 $2.6M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +2.7% 38,500 $2.6M
NWF Advisory Services Inc. 0.28% Reduce -50.5% 39,783 $2.6M
E&G Advisors, LLC 0.57% Reduce -0.9% 39,706 $2.6M
McCarter Private Wealth Services LLC 1.14% Reduce -1.9% 39,250 $2.5M
Lido Advisors, LLC 0.01% Add +14.7% 53,029 $2.5M
Flagship Harbor Advisors, LLC 0.12% Reduce -17.4% 39,064 $2.5M
Clifford Swan Investment Counsel LLC 0.08% Add +5.6% 38,928 $2.5M
Clear Creek Financial Management, LLC 0.20% Add +6.4% 38,900 $2.5M
Main Street Financial Solutions, LLC 0.19% Reduce -10.7% 38,877 $2.5M
Glenmede Trust Co. NA 0.01% — 38,812 $2.5M
Wealthspan Partners, LLC 0.90% Reduce -3.6% 38,244 $2.5M
Vontobel Holding Ltd. 0.01% Reduce -15.9% 38,234 $2.5M
Kingswood Wealth Advisors, LLC 0.12% Add +13.3% 38,195 $2.5M
Coastal Bridge Advisors, LLC 0.18% Add +6.5% 38,175 $2.5M
Patten Group, Inc. 0.45% Add +1.3% 37,912 $2.4M
Prime Capital Investment Advisors, LLC 0.03% Add +33.1% 37,770 $2.4M
Wealthspire Retirement, LLC 0.15% Add +70.7% 37,731 $2.4M
Owen LaRue, LLC 0.92% New 37,690 $2.4M
Guidance Capital, Inc. 0.59% Reduce -83.5% 27,745 $2.4M
Confluence Wealth Services, Inc. 0.10% Add +0.9% 36,646 $2.4M
Miller Financial Services LLC 2.77% Reduce -27.2% 36,449 $2.4M
Simon Quick Advisors, LLC 0.10% Add +553.6% 36,600 $2.4M
Summit Securities Group LLC 0.42% New 36,464 $2.3M
Focus Financial Network, Inc. 0.08% Reduce -53.5% 36,262 $2.3M
Capital Advisors Inc. 0.04% Reduce -0.7% 36,010 $2.3M
Thrivent Financial for Lutherans 0.00% Add +21.7% 35,088 $2.3M
Hoey Investments, Inc. 0.31% Add +63.4% 35,699 $2.3M
Commerce Bank 0.01% Add +4.5% 35,521 $2.3M
WESPAC Advisors, LLC 1.24% Add +10.8% 35,477 $2.3M
Alamea Verwaltungs GmbH 1.53% No change 33,460 $2.3M
Wilmar Advisors LLC 1.76% Reduce -41.7% 35,000 $2.3M
IKE Capital, LLC 1.96% — 34,950 $2.3M
Keystone Financial Group 0.17% Add +115.2% 34,788 $2.2M
Evergreen Capital Management LLC 0.05% Reduce -7.0% 34,425 $2.2M
Prelude Capital Management, LLC 0.16% New 34,386 $2.2M
Redhawk Wealth Advisors, Inc. 0.25% Add +190.8% 34,374 $2.2M
Whittier Trust Co. 0.02% Reduce -1.7% 29,542 $2.2M
PFG Advisors 0.11% Reduce -25.5% 33,662 $2.2M
Tudor Financial Inc. 1.11% New 33,642 $2.2M
IFP Advisors, Inc 0.05% Add +22.8% 33,541 $2.2M
GM Advisory Group, LLC 0.08% Add +18.6% 33,258 $2.1M
Verity Asset Management, Inc. 0.92% Reduce -22.8% 33,119 $2.1M
Stokes Family Office, LLC 0.19% Add +7.2% 32,800 $2.1M
Intellectus Partners, LLC 0.41% Reduce -35.4% 32,785 $2.1M
Simmons Bank 0.14% Reduce -43.9% 32,749 $2.1M
Argent Trust Co 0.07% Reduce -17.4% 32,725 $2.1M
SilverOak Wealth Management LLC 0.33% No change 32,681 $2.1M
Rahlfs Capital, LLC 1.63% No change 32,500 $2.1M
Arax Advisory Partners 0.06% Add +10.3% 32,373 $2.1M
IFG Advisory, LLC 0.09% Add +5.3% 32,303 $2.1M
Vanguard Capital Wealth Advisors 1.67% Reduce -59.3% 32,292 $2.1M
Evercore Wealth Management, LLC 0.03% Reduce -23.8% 32,058 $2.1M
Acorn Wealth Advisors, LLC 0.61% Reduce -2.5% 31,814 $2.0M
Regal Investment Advisors LLC 0.12% Add +24.4% 31,655 $2.0M
Sound Income Strategies, LLC 0.10% Add +268.2% 25,112 $2.0M
Atria Investments, Inc 0.02% Add +196.3% 31,233 $2.0M
Linden Thomas Advisory Services, LLC 0.20% Add +4.2% 31,229 $2.0M
Evermay Wealth Management LLC 0.23% Reduce -6.9% 31,158 $2.0M
Tableaux LLC 1.42% New 9,737 $2.0M
Keybank National Association 0.01% Reduce -3.0% 31,022 $2.0M
Cohen & Steers, Inc. 0.00% Add +210.0% 31,000 $2.0M
HighPoint Advisor Group LLC 0.04% New 30,874 $2.0M
IronBridge Private Wealth, LLC 0.62% No change 30,504 $2.0M
Signature Equity Partners, LLC 1.08% — 30,275 $2.0M
Parsons Capital Management Inc. 0.11% No change 30,261 $1.9M
Elevation Point Wealth Partners, LLC 0.09% Add +49.9% 30,228 $1.9M
Bath Savings Trust Co 0.19% New 30,037 $1.9M
Koshinski Asset Management, Inc. 0.12% Reduce -23.6% 30,001 $1.9M
Medici Capital LLC 2.12% No change 30,000 $1.9M
Van Hulzen Asset Management, LLC 0.14% Add +2.1% 29,800 $1.9M
Neuberger Berman Group LLC 0.00% Add +3.8% 29,773 $1.9M
Wealth Enhancement Trust Services, Inc. 0.24% — 29,710 $1.9M
Sicart Associates LLC 0.50% Reduce -2.3% 29,494 $1.9M
Professional Financial Advisors, LLC 0.39% Reduce -45.6% 29,431 $1.9M
Horizon Kinetics Asset Management LLC 0.03% Reduce -3.9% 29,395 $1.9M
Journey Strategic Wealth LLC 0.05% Reduce -17.1% 29,323 $1.9M
Matauro, LLC 0.28% Reduce -17.1% 29,246 $1.9M
BOS Asset Management, LLC 0.51% Add +4.0% 29,223 $1.9M
HUB Investment Partners, LLC 0.05% Reduce -5.0% 29,171 $1.9M
Nicholas Hoffman & Company, LLC. 0.04% Add +14.8% 29,155 $1.9M
Bluesphere Advisors LLC 0.83% Add +219.9% 29,131 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +47.8% 29,015 $1.9M
Bank of Stockton 0.53% No change 28,890 $1.9M
Vestmark Advisory Solutions, Inc. 0.03% New 28,734 $1.9M
Ingalls & Snyder LLC 0.07% Reduce -0.5% 28,650 $1.8M
Northern Trust Corp. 0.00% Reduce -15.3% 28,450 $1.8M
Zhang Financial LLC 0.07% Reduce -4.2% 28,434 $1.8M
Valeo Financial Advisors, LLC 0.04% Add +31.2% 28,355 $1.8M
Bayshore Capital Advisors, LLC 0.91% — 28,175 $1.8M
Thomist Capital Management, LP 0.49% New 26,100 $1.8M
PCG Wealth Advisors, LLC 0.51% Add +62.3% 27,711 $1.8M
Stenham Asset Management Ltd 0.89% Reduce -7.7% 27,700 $1.8M
Ancora Advisors LLC 0.04% Add +1.5% 27,604 $1.8M
Brown Advisory Inc. 0.00% Add +49.8% 27,534 $1.8M
Confluence Investment Management LLC 0.03% Add +11.5% 27,504 $1.8M
Cypress Wealth Services, LLC 0.24% Reduce -4.0% 27,472 $1.8M
Signaturefd, LLC 0.03% Add +0.9% 27,397 $1.8M
Welch Group, LLC 0.07% Add +7.9% 27,230 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Add +79.4% 27,050 $1.7M
Bridgewealth Advisory Group, LLC 0.38% Add +2.0% 27,021 $1.7M
Baldwin Wealth Partners LLC 0.11% Add +101.1% 26,846 $1.7M
Texas Yale Capital Corp. 0.05% No change 26,750 $1.7M
Rooted Wealth Advisors, Inc. 0.48% Reduce -21.3% 21,711 $1.7M
N.E.W. Advisory Services LLC 0.13% Add +1.2% 26,626 $1.7M
Procyon Advisors, LLC 0.08% Add +43.1% 26,520 $1.7M
Rathbones Group PLC 0.01% Add +1.1% 26,415 $1.7M
Resolute Wealth Strategies, LLC 0.74% Reduce -0.3% 26,283 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.23% Reduce -5.6% 26,147 $1.7M
Biltmore Family Office, LLC 0.23% Add +4.0% 26,000 $1.7M
Hibernia Wealth Partners, LLC 0.50% Add +100.0% 25,994 $1.7M
Savant Capital, LLC 0.01% Reduce -2.5% 25,973 $1.7M
BlackRock, Inc. 0.00% Add +163.7% 25,956 $1.7M
Boothbay Fund Management, LLC 0.04% New 25,790 $1.7M
Oak Family Advisors, LLC 0.51% Reduce -25.4% 25,763 $1.7M
Harbor Investment Advisory, LLC 0.12% Reduce -13.4% 25,568 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +24.9% 25,503 $1.6M
Lansing Street Advisors 0.42% Reduce -25.0% 25,435 $1.6M
Pinnacle Family Advisors, LLC 0.72% Add +109.5% 25,363 $1.6M
Founders Financial Securities LLC 0.10% Add +13.8% 25,307 $1.6M
Nalls Sherbakoff Group, LLC 1.17% No change 25,168 $1.6M
Columbus Macro, LLC 0.18% Reduce -6.6% 25,161 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.56% Add +27651.1% 24,976 $1.6M
Empowered Funds, LLC 0.03% Reduce -61.9% 24,947 $1.6M
StoneX Group Inc. 0.07% Add +2.5% 24,801 $1.6M
Gradient Capital Advisors, LLC 0.41% Reduce -3.1% 24,713 $1.6M
Daiwa Securities Group Inc. 0.01% Reduce -32.6% 24,350 $1.6M
Sharkey, Howes & Javer 0.20% Add +53.5% 24,266 $1.6M
SteelPeak Wealth, LLC 0.05% Add +255.9% 24,230 $1.6M
Verus Capital Partners, LLC 0.10% Add +13.4% 24,060 $1.5M
Stablepoint Partners, LLC 0.24% Reduce -15.1% 24,055 $1.5M
Calton & Associates, Inc. 0.23% Add +7.6% 24,050 $1.5M
New Wave Wealth Advisors LLC 0.57% Add +6.2% 24,041 $1.5M
Clear Harbor Asset Management, LLC 0.11% Reduce -10.6% 24,006 $1.5M
Spire Wealth Management 0.05% Add +92.2% 23,949 $1.5M
TopTier Wealth Management, LLC 1.04% — 23,821 $1.5M
McGuire Capital Advisors Inc. 0.97% — 23,684 $1.5M
Schnieders Capital Management, Llc. 0.24% Add +136.8% 23,625 $1.5M
Cathy Pareto & Associates, Inc. 1.06% Add +33.0% 23,613 $1.5M
Stratos Wealth Advisors, LLC 0.07% Add +15.5% 23,599 $1.5M
Dakota Wealth Management 0.03% Add +17.4% 23,256 $1.5M
Impact Partnership Wealth, LLC 0.19% Add +5.9% 23,146 $1.5M
First National Trust Co 0.05% Add +11.0% 23,141 $1.5M
Broyhill Asset Management, LLC 1.31% No change 23,000 $1.5M
China Universal Asset Management Co., Ltd. 0.11% Reduce -87.1% 23,000 $1.5M
Herold Advisors, Inc. 0.33% Add +5.5% 22,865 $1.5M
First Foundation Advisors 0.06% Add +13.3% 22,855 $1.5M
Gladstone Institutional Advisory LLC 0.06% Add +41.4% 22,705 $1.5M
Thoroughbred Financial Services, LLC 0.09% Add +77.2% 22,513 $1.4M
Point Nemo Capital, LLC 1.44% — 22,507 $1.4M
Quadcap Wealth Management, LLC 0.16% No change 22,302 $1.4M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.11% — 22,190 $1.4M
Titleist Asset Management, LLC 0.12% New 22,175 $1.4M
Hyposwiss Advisors SA 1.40% — 22,130 $1.4M
Creative Financial Designs Inc. 0.09% Reduce -1.3% 22,050 $1.4M
BTC Capital Management, Inc. 0.10% No change 22,000 $1.4M
Belpointe Asset Management LLC 0.05% Reduce -44.7% 21,975 $1.4M
RHL Group, LLC 1.14% — 21,953 $1.4M
Arvest Investments, Inc. 0.20% Reduce -63.9% 21,916 $1.4M
Cary Street Partners Financial LLC 0.03% Reduce -0.1% 21,820 $1.4M
Gemmer Asset Management LLC 0.11% New 21,805 $1.4M
Conservest Capital Advisors, Inc. 0.12% Reduce -2.7% 21,380 $1.4M
IMG Wealth Management, Inc. 0.87% Reduce -60.9% 21,306 $1.4M
Advisory Alpha, LLC 0.04% Add +160.0% 21,296 $1.4M
Realta Investment Advisors 0.45% Add +11.7% 21,235 $1.4M
WJ Financial Advisors LLC 1.22% Reduce -0.5% 21,203 $1.4M
Rosenberg Matthew Hamilton 0.28% No change 21,178 $1.4M
Prosperity Consulting Group, LLC 0.06% Add +1.2% 21,144 $1.4M
SeaCrest Wealth Management, LLC 0.14% Reduce -20.9% 19,176 $1.4M
First Heartland Consultants, Inc. 0.10% Add +25.2% 21,084 $1.4M
Winmill & Co. Inc. 0.36% Reduce -5.6% 21,070 $1.4M
Element Wealth, LLC 0.56% Add +320.9% 21,043 $1.4M
O'ROURKE & COMPANY, Inc 0.53% Add +8.5% 21,020 $1.4M
Elevation Wealth Management LLC 1.29% — 20,850 $1.3M
Soltis Investment Advisors LLC 0.09% Add +11.6% 20,768 $1.3M
Fiduciary Trust Co 0.02% Add +10.7% 20,759 $1.3M
Advocate Investing Services LLC 1.19% — 20,700 $1.3M
Wagner Wealth Management, Corp 1.31% — 20,675 $1.3M
Financial Sense Advisors, Inc. 0.28% Reduce -82.7% 20,669 $1.3M
Cacti Asset Management LLC 0.08% Reduce -71.5% 20,000 $1.3M
Victory Financial Group, LLC 0.16% New 20,340 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% Reduce -3.8% 20,305 $1.3M
Founders Financial Alliance, LLC 0.25% Reduce -12.8% 20,245 $1.3M
Callan Family Office, LLC 0.03% New 20,235 $1.3M
W1M Asset Management Ltd 0.01% Add +23.1% 20,230 $1.3M
Piedmont Capital Management, LLC 0.66% Reduce -5.5% 20,120 $1.3M
Capital Investment Advisors, LLC 0.02% Add +2.2% 19,882 $1.3M
Integrity Alliance, Llc. 0.05% Add +80.5% 19,629 $1.3M
Larson Financial Group LLC 0.04% Reduce -3.0% 19,623 $1.3M
Pinnacle Associates Ltd. 0.02% Add +102.3% 19,564 $1.3M
Alpha Cubed Investments, LLC 0.04% Add +9.6% 19,539 $1.3M
Ethos Financial Group, LLC 0.09% Add +58.1% 19,363 $1.2M
Betterment LLC 0.00% Add +44.8% 19,357 $1.2M
Stapp Wealth Management, PLLC 1.60% No change 19,320 $1.2M
WealthTrust Asset Management, LLC 0.86% Reduce -4.8% 19,182 $1.2M
Fiduciary Financial Group, LLC 0.17% Add +1.1% 19,033 $1.2M
L. Roy Papp & Associates, LLP 0.14% No change 19,000 $1.2M
Oakworth Capital, Inc. 0.07% Add +26.7% 19,000 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +82.8% 18,847 $1.2M
Hudock, Inc. 0.18% No change 18,838 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Add +6.0% 18,707 $1.2M
DDFG, Inc 0.26% Reduce -9.0% 18,635 $1.2M
MCF Advisors LLC 0.07% Add +11874.2% 18,560 $1.2M
Kiley Juergens Wealth Management, LLC 0.26% Reduce -5.2% 18,495 $1.2M
Bienville Capital Management, LLC 0.19% Reduce -9.8% 18,362 $1.2M
Human Investing LLC 0.17% Add +72.6% 18,355 $1.2M
Arkos Global Advisors 0.15% Reduce -79.0% 18,199 $1.2M
Wealth Effects LLC 0.37% Add +20.9% 18,179 $1.2M
Providence First Trust Co 0.40% New 18,080 $1.2M
Wealth Quarterback LLC 0.42% Add +12.8% 18,065 $1.2M
Foguth Wealth Management, LLC. 0.18% — 17,658 $1.2M
Journey Advisory Group, LLC 0.10% Reduce -23.4% 17,994 $1.2M
AlphaCore Capital LLC 0.03% Add +178.2% 17,955 $1.2M
Kera Capital Partners, Inc. 0.14% New 15,274 $1.2M
Wealth Management Associates, Inc. 0.40% No change 17,886 $1.2M
Silverleafe Capital Partners, LLC 0.34% Add +53.7% 17,711 $1.1M
Muirfield Wealth Advisors LLC 0.84% New 17,706 $1.1M
Aegis Financial Corp. 0.27% Reduce -50.0% 17,698 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +44.2% 17,634 $1.1M
Zacks Investment Management 0.01% Add +43.0% 17,630 $1.1M
New England Professional Planning Group Inc. 0.48% Add +76.1% 17,613 $1.1M
Values First Advisors, Inc. 0.59% New 17,606 $1.1M
Swisher Financial Concepts, Inc. 0.64% Add +2.2% 17,583 $1.1M
Cadence Bank 0.07% New 17,336 $1.1M
Bison Wealth, LLC 0.12% Add +47.7% 17,983 $1.1M
Curran Financial Partners, LLC 0.21% Reduce -4.9% 17,102 $1.1M
Personal Cfo Solutions, LLC 0.17% Reduce -41.2% 17,091 $1.1M
Granite Harbor Advisors, Inc. 0.46% New 17,087 $1.1M
International Assets Investment Management, LLC 0.08% Add +8.7% 17,074 $1.1M
Clear Street Group Inc. 0.01% Reduce -53.5% 16,979 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 16,958 $1.1M
Aprio Wealth Management, LLC 0.06% Add +13.4% 16,954 $1.1M
SCS Capital Management LLC 0.01% Add +9.1% 16,949 $1.1M
Insight Advisors, LLC/ PA 0.17% Reduce -5.0% 16,936 $1.1M
Rehmann Capital Advisory Group 0.06% Reduce -2.9% 16,916 $1.1M
Westfield Capital Management Co. LP 0.00% No change 16,760 $1.1M
Clarus Group, Inc. 0.39% No change 16,750 $1.1M
Simplicity Wealth,LLC 0.06% Add +31.3% 16,710 $1.1M
Valmark Advisers, Inc. 0.01% Add +25.8% 16,693 $1.1M
Hamilton Wealth, LLC 0.20% Reduce -55.3% 16,689 $1.1M
Hilltop Holdings Inc. 0.06% Add +6.1% 16,651 $1.1M
Redwood Wealth Management Group, LLC 0.45% No change 16,650 $1.1M
Continuum Advisory, LLC 0.11% Add +34.2% 16,597 $1.1M
FLC Capital Advisors 0.20% No change 16,500 $1.1M
Sharp Wealth Advisory, LLC 0.53% No change 16,450 $1.1M
Premier Financial Group 0.28% Reduce -16.2% 16,296 $1.1M
Csenge Advisory Group 0.05% Reduce -31.8% 16,402 $1.1M
Spectrum Wealth Advisory Group, LLC 0.39% Add +22.7% 16,372 $1.1M
J. Goldman & Co LP 0.04% Add +104.2% 16,334 $1.1M
Montis Financial, LLC 0.21% Reduce -0.0% 16,208 $1.0M
Man Group plc 0.00% Reduce -79.2% 16,186 $1.0M
United Financial Planning Group LLC 0.63% Add +7.8% 16,147 $1.0M
Diversify Advisory Services, LLC 0.03% Add +17.1% 12,829 $1.0M
Paller Financial Services Inc 0.83% — 16,082 $1.0M
Mirador Capital Partners LP 0.14% Add +6.5% 15,977 $1.0M
HBW Advisory Services LLC 0.11% Reduce -47.0% 15,977 $1.0M
Beaumont Financial Advisors, LLC 0.07% Reduce -46.7% 15,962 $1.0M
City Holding Co. 0.13% Reduce -6.2% 15,945 $1.0M
Rossby Financial, LCC 0.32% Reduce -9.7% 15,900 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +24.6% 15,845 $1.0M
Monograph Wealth Advisors, LLC 0.10% No change 15,800 $1.0M
Rothschild Investment LLC 0.06% Add +37.8% 15,793 $1.0M
Laird Norton Wetherby Trust Company, LLC 0.02% New 15,738 $1.0M
Ascentis Independent Advisors 0.16% New 15,721 $1.0M
AdvisorNet Financial, Inc 0.05% Add +163.2% 15,631 $1.0M
Sovereign Financial Group, Inc. 0.18% Reduce -8.6% 15,623 $1.0M
Trust Co. of Vermont 0.04% Add +6.4% 15,552 $1.0M
Mission Wealth Management, LP 0.02% Reduce -0.2% 15,523 $1000K
Schaper Benz & Wise Investment Counsel Inc. 0.07% Add +5.9% 15,505 $999K
Legacy Capital Wealth Management, LLC 0.60% — 15,447 $995K
SFG Wealth Management, LLC. 0.39% Add +94.6% 15,422 $993K
Aptus Capital Advisors, LLC 0.01% Add +16.8% 15,382 $991K
T3 Companies, LLC 1.28% — 15,351 $989K
WCG Wealth Advisors LLC 0.03% Add +12.4% 15,342 $988K
Retirement Planning Group, LLC 0.03% Add +4.2% 15,317 $987K
Bucket List Wealth Management, LLC 0.59% — 15,259 $983K
Signal Advisors Wealth, LLC 0.08% Add +96.6% 15,117 $974K
SkyView Investment Advisors, LLC 0.12% Reduce -50.0% 15,000 $966K
Farringdon Capital, Ltd. 0.24% New 14,964 $964K
Total Clarity Wealth Management, Inc. 0.23% Add +8.1% 14,933 $962K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +7.8% 14,927 $962K
Signature Estate & Investment Advisors LLC 0.02% Reduce -21.4% 14,904 $960K
Modern Wealth Management, LLC 0.02% Add +13.9% 14,780 $952K
Wealthspire Advisors, LLC 0.01% Add +10.7% 14,772 $952K
Synergy Asset Management, LLC 0.10% Reduce -75.5% 14,772 $952K
Taylor & Morgan Wealth Management, LLC 0.53% New 14,761 $951K
Pathfinder Wealth Consulting, Inc. 0.60% — 14,715 $948K
LaSalle St. Investment Advisors, LLC 0.15% Add +185.1% 14,659 $944K
Grandview Asset Management LLC 0.26% Add +6.7% 14,646 $943K
Fidelis Capital Partners, LLC 0.07% Add +147.3% 14,521 $935K
Isthmus Partners, LLC 0.10% Reduce -1.1% 14,505 $934K
Bogart Wealth, LLC 0.04% Add +23.6% 14,455 $931K
Phillips Financial Management, LLC 0.06% Reduce -18.4% 14,405 $928K
Cibc World Markets Corp. 0.00% — 14,400 $928K
Quadrant Private Wealth Management, LLC 0.15% Add +72.7% 14,395 $927K
Optima Capital LLC 0.40% Reduce -28.3% 14,363 $925K
Laidlaw Wealth Management LLC 2.84% Reduce -29.8% 14,263 $919K
Ignite Planners, LLC 0.14% Reduce -25.0% 11,927 $900K
Cardiff Park Advisors, LLC 0.07% Add +5.4% 13,925 $897K
RFG Advisory, LLC 0.02% Add +0.4% 13,919 $897K
CX Institutional 0.03% Add +23.8% 13,880 $894K
Nicolet Advisory Services, LLC 0.06% Add +21.0% 11,571 $894K
Copia Wealth Management 0.64% Add +9.8% 13,841 $892K
Focused Alpha, LLC 0.26% — 13,694 $882K
Indiana Trust & Investment Management Co 0.26% No change 13,670 $881K
Maridea Wealth Management LLC 0.13% Add +6.2% 13,642 $879K
First Trust Advisors LP 0.00% Add +0.1% 13,515 $871K
Portfolio Strategies, Inc. 0.10% Reduce -2.8% 13,489 $869K
Worth Asset Management, LLC 0.37% Add +0.1% 13,467 $868K
Advance Capital Management, Inc. 0.04% Add +2.4% 13,434 $865K
Comprehensive Financial Planning, Inc. 0.57% Add +4.3% 13,263 $854K
First Commonwealth Financial Corp 0.14% New 13,259 $854K
Adamsbrown Wealth Consultants LLC 0.24% Add +138.0% 13,229 $852K
Capital Wealth Planning, LLC 0.01% Reduce -88.8% 13,125 $846K
Uhlmann Price Securities, LLC 0.50% Reduce -2.6% 13,121 $845K
BCS Private Wealth Management, Inc. 0.29% Reduce -62.6% 13,065 $842K
Durante & Waters, LLC 0.59% Add +0.3% 13,040 $840K
Aspen Investment Management Inc 0.25% Add +34.1% 13,034 $840K
Ritholtz Wealth Management 0.02% Add +0.0% 13,018 $839K
Gen-Wealth Partners Inc 0.27% No change 13,013 $838K
Keynote Financial Services LLC 0.47% Add +2.5% 12,965 $835K
S.A. Mason LLC 0.33% Reduce -2.2% 12,955 $835K
VestGen Investment Management 0.46% Reduce -6.3% 12,930 $833K
Private Trust Co. NA 0.07% Add +15.7% 12,838 $827K
Measured Wealth Private Client Group, LLC 0.22% Add +96.6% 12,766 $822K
Bailard, Inc. 0.02% No change 12,671 $816K
Vise Technologies, Inc. 0.02% New 12,585 $811K
Marathon Capital Management 0.17% Reduce -1.3% 12,525 $807K
Gruss & Co., LLC 1.77% New 12,500 $805K
Hedges Asset Management LLC 0.57% No change 12,500 $805K
Freestone Capital Holdings, LLC 0.02% Add +3.8% 12,482 $804K
Wesbanco Bank Inc. 0.02% Add +1.2% 12,421 $800K
Rare Wolf Capital LLC 0.50% — 12,401 $799K
Cutler Investment Counsel LLC 0.08% No change 12,286 $791K
First Business Financial Services, Inc. 0.07% No change 12,230 $788K
Avantax Planning Partners, Inc. 0.02% Add +4.6% 12,155 $783K
Berger Financial Group, Inc 0.05% Reduce -12.1% 12,149 $783K
Ironsides Asset Advisors, LLC 0.20% Reduce -9.0% 12,100 $779K
Performance Wealth Partners, LLC 0.02% Add +0.1% 12,097 $779K
Stratos Investment Management, LLC 0.03% Reduce -11.2% 12,092 $779K
Brown Miller Wealth Management, LLC 0.22% No change 12,086 $779K
Armstrong Advisory Group, Inc. 0.05% Add +436.9% 12,080 $778K
McMillan Office, Inc. 0.09% — 12,000 $773K
MidFirst Bank 0.06% — 12,000 $773K
Cavalier Investments, LLC 0.24% No change 11,846 $763K
Royal Fund Management, LLC 0.07% New 11,824 $762K
Krilogy Financial LLC 0.03% Add +12.9% 7,741 $761K
Apeiron RIA LLC 0.15% Add +129.2% 10,508 $761K
Westmount Partners, LLC 0.19% Reduce -6.3% 11,764 $758K
Palladiem, LLC 0.72% — 10,975 $757K
Leigh Baldwin & Co., LLC 0.49% Add +4.5% 11,690 $753K
Madison Wealth Partners, Inc 0.14% No change 11,638 $750K
Blue Bell Private Wealth Management, LLC 0.11% Reduce -23.4% 11,634 $749K
Vantage Financial Partners, LLC 0.15% Add +0.5% 11,604 $748K
Dagco, Inc. 0.17% Add +9.2% 11,580 $746K
Benson Wealth Management INC 0.82% — 11,382 $733K
Crumly & Associates Inc. 0.15% Add +32.1% 11,377 $733K
Harfst & Associates, Inc. 0.13% Add +18.8% 11,331 $730K
Hopwood Nicholas Hunter 0.23% — 11,206 $722K
Hunter Perkins Capital Management, LLC 0.17% No change 11,163 $719K
Natixis Advisors, LLC 0.00% New 11,164 $719K
Doliver Advisors, LP 0.18% Reduce -34.9% 11,153 $718K
Curated Wealth Partners LLC 0.08% New 11,105 $715K
Finer Wealth Management, Inc. 0.34% New 11,001 $709K
Guardian Wealth Advisors, LLC / NC 0.04% Add +11.6% 10,985 $708K
Wealth Alliance, LLC 0.07% New 10,946 $705K
Verdence Capital Advisors LLC 0.04% Reduce -40.9% 10,934 $704K
Glen Eagle Advisors, LLC 0.10% Add +1.1% 10,924 $704K
Net Worth Advisory Group 0.14% Add +78.3% 10,904 $702K
West Michigan Advisors, LLC 0.16% Add +40.7% 10,889 $701K
WealthShield Partners, LLC 0.08% Reduce -38.5% 10,842 $698K
Avidian Wealth Enterprises, LLC 0.03% Add +13.6% 10,824 $697K
JNBA Financial Advisors 0.06% Add +1.2% 10,737 $692K
Noble Wealth Management PBC 0.35% Add +14.8% 10,720 $691K
Aviance Capital Partners, LLC 0.08% Reduce -63.4% 10,688 $689K
BLB&B Advisors, LLC 0.03% Reduce -15.7% 10,664 $687K
KFG Wealth Management, LLC 0.09% Reduce -4.7% 10,656 $686K
Global Assets Advisory, LLC 0.20% Add +53.9% 10,605 $683K
Segment Wealth Management, LLC 0.04% No change 10,600 $683K
Silver Grove Financial Group, Inc. 0.59% No change 11,031 $682K
Curi Capital, LLC 0.01% New 10,589 $682K
Spectrum Planning & Advisory Services Inc. 0.35% Reduce -38.8% 10,584 $682K
Walleye Capital LLC 0.00% New 10,575 $681K
Truepoint, Inc. 0.02% New 10,544 $679K
Good Steward Wealth Advisors,LLC 0.45% Reduce -76.9% 10,491 $676K
Quantinno Capital Management LP 0.00% Add +29.4% 10,467 $674K
Activest Wealth Management 0.13% No change 10,443 $673K
Pinnacle Wealth Planning Services, Inc. 0.07% No change 10,431 $672K
Parallax Volatility Advisers, L.P. 0.02% New 10,329 $665K
AMJ Financial Wealth Management 0.16% Add +17.0% 10,302 $664K
Milestone Asset Management, LLC 0.13% Add +22.8% 10,298 $663K
Everpar Advisors LLC 0.25% No change 10,291 $663K
Integrity Financial Corp 0.34% Add +33.3% 10,288 $663K
Alternative Investment Advisors, LLC. 0.29% Reduce -2.4% 10,237 $659K
Golden State Wealth Management, LLC 0.07% Reduce -19.5% 10,209 $658K
K2 Principal Fund, L.P. 0.25% Reduce -93.0% 10,200 $657K
Wolff Wiese Magana LLC 0.36% Add +1.5% 10,112 $651K
Parallel Advisors, LLC 0.01% Add +93.9% 10,103 $651K
Financial Designs Corp 0.37% Reduce -1.4% 10,095 $650K
Old National Bancorp 0.01% Reduce -33.7% 10,093 $650K
Tradition Wealth Management, LLC 0.05% Reduce -4.4% 10,078 $649K
SS&H Financial Advisors, Inc. 0.19% No change 10,066 $648K
American Institute for Advanced Investment Management, LLP 0.41% Add +11.1% 10,004 $644K
Childress Capital Advisors, LLC 0.10% Add +61.3% 10,000 $644K
Hardin Capital Partners, LLC 0.30% No change 9,987 $643K
Triad Wealth Partners, LLC 0.06% Add +67.0% 9,975 $643K
VVR Holdings LLC 0.33% — 9,950 $641K
Capital Asset Advisory Services LLC 0.03% Add +4.2% 8,680 $640K
Peak Retirement Planning, Inc. 0.15% New 9,913 $639K
Alterna Wealth Management, Inc. 0.53% Reduce -10.9% 9,905 $638K
Stevens Capital Management LP 0.22% Reduce -79.2% 9,900 $638K
Access Financial Services, Inc. 0.23% Add +2.4% 9,899 $638K
HBK Sorce Advisory LLC 0.01% Reduce -22.3% 9,072 $637K
Skyview Financial Group LLC 0.66% — 9,867 $636K
Pinnacle Bancorp, Inc. 0.18% Reduce -0.9% 9,771 $629K
Gotham Asset Management 0.00% New 9,770 $629K
Comprehensive Financial Consultants Institutional, Inc. 0.19% Reduce -4.0% 9,757 $629K
Bellecapital International Ltd. 0.11% No change 9,741 $628K
Franklin Resources Inc. 0.00% Add +63.7% 9,725 $626K
D.B. Root & Company, LLC 0.15% Add +10.8% 9,671 $623K
Chicago Partners Investment Group LLC 0.02% New 6,689 $621K
Trustmark Bank Trust Department 0.04% No change 9,627 $620K
MBE Wealth Management, LLC 0.26% Add +5.8% 9,618 $620K
Clearstead Advisors, LLC 0.01% Add +158.2% 9,616 $619K
J. Safra Sarasin Holding AG 0.01% Reduce -14.3% 9,594 $618K
Cullen/Frost Bankers, Inc. 0.01% New 9,579 $617K
LVW Advisors, LLC 0.06% Reduce -10.1% 9,566 $616K
Citizens Financial Group Inc. 0.01% Add +35.8% 9,521 $613K
Aspire Capital Advisors LLC 0.14% Add +35.2% 9,513 $613K
Ardent Capital Management, Inc. 0.24% No change 9,500 $612K
Turtle Creek Wealth Advisors, LLC 0.05% Add +72.7% 9,500 $612K
Bradley Foster & Sargent Inc. 0.01% New 9,472 $610K
Meritage Portfolio Management 0.04% Reduce -79.1% 9,470 $610K
Great Diamond Partners, LLC 0.12% Reduce -15.1% 9,466 $610K
BlackDiamond Wealth Management, LLC 0.30% New 8,009 $609K
Smithfield Trust Co 0.03% No change 9,443 $608K
Tyche Wealth Partners LLC 0.10% Add +90.1% 9,412 $606K
American Trust 0.05% Reduce -0.0% 9,358 $603K
Weatherly Asset Management L. P. 0.05% Reduce -0.3% 9,355 $603K
Plancorp, LLC 0.02% No change 9,344 $602K
Legacy Capital Group California, Inc. 0.15% Add +3.6% 9,334 $601K
Lakewood Asset Management LLC 0.35% New 9,320 $600K
Ironwood Financial, llc 0.10% Reduce -5.7% 7,735 $597K
Artesa Financial Group, LLC 0.61% — 9,268 $597K
Investment Management Corp. /Va/ 0.50% New 9,262 $597K
Bard Associates Inc. 0.15% Reduce -51.5% 9,260 $597K
Fulcrum Equity Management 0.57% New 9,258 $596K
Financial Partners Group, Inc 0.07% New 7,896 $596K
Artemis Wealth Advisors, LLC 0.10% No change 9,244 $595K
Mayflower Financial Advisors, LLC 0.07% Reduce -0.6% 9,233 $595K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.5% 9,208 $593K
Innova Wealth Partners 0.30% Add +17.4% 9,200 $593K
Stephen J. Garry & Associates, LLC 0.47% New 9,185 $592K
Legacy Financial Advisors, Inc. 0.08% Add +11.1% 9,174 $591K
Cassaday & Co Wealth Management LLC 0.01% Reduce -14.1% 9,138 $589K
Lee Financial Co 0.08% Add +1.0% 9,129 $588K
Wealthcare Capital Partners, LLC 0.28% New 9,118 $587K
Apella Capital, LLC 0.01% Add +4.7% 9,113 $587K
Peapack Gladstone Financial Corp. 0.01% Add +39.5% 9,113 $587K
MTM Financial Group, LLC 0.28% Add +0.7% 9,106 $587K
Interchange Capital Partners, LLC 0.11% No change 9,038 $582K
BNC Wealth Management, LLC 0.15% Reduce -2.2% 9,000 $580K
Tactive Advisors, LLC 0.17% Reduce -78.2% 8,998 $580K
Balboa Wealth Partners 0.10% Add +46.5% 8,994 $579K
Parkway Wealth Management Group, LLC 0.08% — 8,979 $578K
Beacon Capital Management, LLC 0.09% New 8,960 $577K
Hiley Hunt Wealth Management 0.26% New 8,955 $577K
Cheviot Value Management, LLC 0.06% No change 5,430 $573K
Morton Capital Management LLC 0.09% Add +12.5% 8,873 $572K
Grey Ledge Advisors, LLC 0.13% Add +2.5% 8,835 $569K
Barnes Wealth Management Group, Inc 0.30% Reduce -20.3% 8,825 $569K
Prasad Wealth Partners, LLC 0.15% New 8,772 $565K
GWN Securities Inc. 0.11% Add +16.3% 8,741 $563K
Aspen Wealth Management LLC 0.12% Add +16.4% 8,737 $563K
Laurel Wealth Advisors LLC 0.07% Reduce -6.4% 8,661 $558K
Private Advisory Group LLC 0.04% Reduce -0.4% 8,634 $556K
Coordinated Financial Services, Inc. 0.32% Add +0.6% 8,550 $551K
180 Wealth Advisors, LLC 0.06% Add +16.2% 8,533 $550K
Exencial Wealth Advisors, LLC 0.02% Reduce -7.3% 8,524 $549K
Alta Wealth Advisors LLC 0.18% Add +3.9% 8,500 $548K
Thompson David Blair 0.31% — 8,492 $547K
Roman Butler Fullerton & Co. 0.14% New 6,241 $544K
Inspirion Wealth Advisors, LLC 0.07% Add +2.0% 8,426 $543K
Capital Square, LLC 0.28% Add +21.7% 8,416 $542K
Maxele Advisors, LLC 0.44% Add +33.4% 8,405 $541K
Flputnam Investment Management Co. 0.01% Reduce -14.0% 8,378 $540K
Vantage Point Financial LLC 0.19% Add +17.0% 8,372 $539K
WMG Financial Advisors, LLC 0.22% Reduce -51.8% 8,350 $538K
Commonwealth Financial Services, LLC 0.09% Reduce -1.2% 8,322 $536K
Firethorn Wealth Partners, LLC 0.20% New 8,280 $533K
Lakeridge Wealth Management LLC 0.24% No change 8,254 $532K
Clear Investment Research, LLC 0.88% Add +228.5% 8,246 $531K
Aldebaran Financial Inc. 0.49% Add +5.5% 7,700 $531K
Wealth Alliance Advisory Group, LLC 0.09% Reduce -1.1% 8,211 $529K
Baker Ellis Asset Management LLC 0.06% No change 8,200 $528K
JT Stratford LLC 0.07% Reduce -2.9% 8,186 $527K
Vista Capital Partners, Inc. 0.05% New 8,161 $526K
Goldstone Financial Group, LLC 0.06% Reduce -0.6% 8,149 $525K
Decker Wealth Management LLC 0.11% — 8,125 $523K
Pin Oak Investment Advisors Inc. 0.37% Reduce -50.5% 7,445 $523K
Compound Planning, Inc. 0.02% Reduce -2.3% 8,096 $522K
Baker Avenue Asset Management, LP 0.01% Add +1.7% 8,020 $517K
BridgePort Financial Solutions, LLC 0.14% Reduce -8.7% 8,019 $517K
Investment Advisory Group, LLC 0.13% Reduce -4.6% 8,013 $516K
Calamos Wealth Management LLC 0.02% No change 8,000 $515K
Select Asset Management & Trust 0.16% No change 8,000 $515K
Whalerock Point Partners, LLC 0.10% Add +61.4% 7,956 $513K
Acorn Financial Advisory Services Inc. 0.08% New 7,938 $511K
Palisades Hudson Asset Management, L.P. 0.20% No change 7,939 $511K
Gibbs Wealth Management 0.12% Add +4.7% 7,046 $510K
KKM Financial LLC 0.09% Add +54.5% 7,897 $509K
North Forty Two & Co. 0.48% No change 7,872 $507K
WT Wealth Management 0.15% Reduce -16.8% 7,870 $507K
Portside Wealth Group, LLC 0.07% Add +44.3% 7,849 $506K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +1.9% 7,831 $504K
Centric Wealth Management 0.11% Add +0.3% 6,960 $504K
Brave Asset Management Inc. 0.12% Reduce -17.9% 7,816 $504K
Composition Wealth, LLC 0.01% Reduce -16.8% 7,783 $501K
Intrua Financial, LLC 0.05% Add +26.0% 7,771 $501K
Firestone Capital Management 0.11% Reduce -49.6% 7,760 $500K
Pinnacle Wealth Management Advisory Group, LLC 0.03% New 7,733 $498K
Solstein Capital, LLC 0.20% Add +111.1% 7,700 $496K
Synergy Investment Management, LLC 0.18% Add +15.6% 7,693 $496K
Inspire Advisors, LLC 0.05% Reduce -3.8% 7,687 $495K
Thomasville National Bank 0.03% Reduce -5.5% 7,686 $495K
Leo Wealth, LLC 0.04% New 7,665 $494K
Ehrlich Financial Group 0.28% Reduce -75.4% 7,658 $493K
Norris Financial Group, LLC 0.17% Reduce -16.3% 7,641 $492K
Cornerstone Wealth Group, LLC 0.03% Add +38.8% 7,637 $492K
Souders Financial Advisors 0.06% New 7,584 $489K
LVZ, Inc. 0.05% Reduce -6.8% 7,571 $488K
HM Payson & Co. 0.01% Reduce -7.3% 7,522 $485K
Hohimer Wealth Management, LLC 0.07% Add +11.6% 7,508 $484K
Fi3 FINANCIAL ADVISORS, LLC 0.15% No change 7,501 $483K
1ST Source Bank 0.03% No change 7,500 $483K
Lazari Capital Management, Inc. 0.16% No change 7,493 $483K
Berkshire Asset Management LLC 0.02% No change 7,481 $482K
Denver Wealth Management, Inc. 0.17% Reduce -13.3% 7,477 $482K
Manchester Financial Inc. 0.09% Reduce -13.2% 7,464 $481K
Lantern Wealth Advisors, LLC 0.26% No change 7,460 $481K
Nicholson Wealth Management Group, LLC 0.28% Add +2.8% 7,426 $478K
Modera Wealth Management, LLC 0.01% No change 7,415 $478K
Weitzel Financial Services, Inc. 0.18% No change 7,261 $477K
Alteri Wealth LLC 0.15% Add +51.0% 7,363 $474K
Haverford Trust Co 0.00% No change 7,351 $474K
Security Financial Services, INC. 0.07% Add +5.0% 7,324 $472K
WealthPlan Investment Management, LLC 0.03% Add +0.2% 7,315 $471K
Valtinson Bruner Financial Planning LLC 0.14% Reduce -0.1% 7,313 $471K
Strengthening Families & Communities, LLC 0.17% Add +237.0% 7,285 $469K
Lanark Financial, Inc. 0.04% Reduce -9.4% 7,283 $469K
Capital Investment Advisory Services, LLC 0.03% Add +21.8% 7,216 $465K
Members Trust Co 0.01% Add +11.0% 7,160 $461K
Naples Global Advisors, LLC 0.03% Add +50.6% 7,155 $461K
Fortress Financial Solutions, LLC 0.47% Reduce -1.5% 7,152 $461K
Prepared Retirement Institute LLC 0.23% Add +36.5% 7,150 $461K
FAS Wealth Partners, Inc. 0.03% New 7,131 $459K
Whitaker-Myers Wealth Managers, LTD. 0.10% Reduce -7.3% 7,128 $459K
August Group Capital Ltd 0.51% — 7,094 $457K
Boreal Capital Management LLC 0.42% Add +37.9% 7,090 $457K
Fortress Private Ledger, LLC 0.15% No change 7,089 $457K
Oarsman Capital, Inc. 0.06% Add +8.8% 7,071 $456K
World Equity Group, Inc. 0.13% Reduce -1.8% 7,035 $453K
Cornerstone Management, Inc. 0.07% Reduce -11.8% 7,032 $453K
Royal Capital Wealth Management, LLC 0.27% Reduce -9.3% 7,017 $452K
Blue Water Asset Management 0.16% — 7,002 $451K
Adams Asset Advisors, LLC 0.06% No change 7,000 $451K
Abacus Wealth Partners, LLC 0.04% New 7,000 $451K
United Capital Management of KS, Inc. 0.06% Reduce -0.0% 6,996 $451K
Everest Financial Group LLC 0.10% — 6,947 $448K
Kraematon Investment Advisors, Inc. 0.36% New 6,935 $447K
Arkfeld Wealth Strategies, L.L.C. 0.15% No change 6,274 $445K
Darden Wealth Group Inc 0.22% New 6,886 $444K
Compass Financial Group, INC 0.06% Add +2.6% 6,865 $442K
Broadway Wealth Solutions, Inc. 0.24% Reduce -0.9% 6,852 $441K
Centerpoint Advisors, LLC 0.14% No change 6,850 $441K
Aberdeen Wealth Management LLC 0.20% Reduce -2.9% 6,825 $440K
Wealth Advisors of Iowa, LLC 0.14% No change 6,822 $439K
Visionary Wealth Advisors 0.02% Add +28.5% 6,822 $439K
TBH Global Asset Management, LLC 0.07% Add +1.6% 6,820 $439K
Magnolia Capital Advisors LLC 0.09% Add +41.5% 6,820 $439K
Hazlett, Burt & Watson, Inc. 0.14% Add +34.1% 6,792 $436K
Obermeyer Wealth Partners 0.02% Reduce -14.3% 6,761 $436K
Patton Albertson Miller Group, LLC 0.05% New 6,736 $434K
Sage Investment Advisers LLC 0.33% — 6,730 $434K
SageGuard Financial Group, LLC 0.07% — 6,725 $433K
J Hagan Capital, Inc. 0.24% New 6,723 $433K
Blue Zone Wealth Advisors, LLC 0.08% No change 6,720 $433K
RKL Wealth Management LLC 0.04% No change 6,711 $432K
Fortis Capital Advisors, LLC 0.06% Add +14.6% 6,710 $432K
Straight Path Wealth Management 0.12% No change 6,691 $431K
Stonehearth Capital Management, LLC 0.16% No change 6,682 $430K
Aventura Private Wealth, LLC 0.15% Add +23.1% 6,678 $430K
Endeavor Private Wealth, Inc. 0.12% Add +0.1% 6,674 $430K
Cannell & Spears LLC 0.01% No change 6,665 $429K
Catalyst Financial Partners LLC 0.05% Reduce -33.6% 6,640 $428K
Kathmere Capital Management, LLC 0.03% New 6,624 $427K
Trilogy Capital Inc. 0.02% Reduce -9.4% 6,604 $425K
Daymark Wealth Partners, LLC 0.01% Reduce -10.2% 6,594 $425K
Horizon Investments, LLC 0.01% Add +19.5% 6,593 $425K
Key Client Fiduciary Advisors, LLC 0.15% Add +5.9% 6,556 $422K
Equitable Trust Co. 0.02% Reduce -66.8% 6,552 $422K
All Terrain Financial Advisors, LLC 0.13% No change 6,542 $421K
Genesis Financial Group, LLC 0.24% — 6,537 $421K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 6,537 $421K
Twin Focus Capital Partners, LLC 0.05% No change 6,530 $421K
Interactive Financial Advisors, Inc. 0.27% New 6,521 $420K
Alpha Financial Partners LLC 0.26% Reduce -9.1% 6,520 $420K
Princeton Global Asset Management LLC 0.07% Add +265.2% 6,519 $420K
UMB Bank, n.a. 0.01% No change 6,506 $419K
III Capital Management 0.10% New 6,500 $419K
Gradient Investments LLC 0.01% Add +28.3% 6,477 $417K
Certuity, LLC 0.03% Add +22.0% 6,466 $417K
Liberty Wealth Management LLC 0.05% Add +5.9% 6,385 $411K
Panoramic Investment Advisors, LLC 0.22% Add +2.8% 6,343 $409K
Gibson Capital, LLC 0.07% New 6,303 $406K
Tocqueville Asset Management L.P. 0.01% Reduce -7.3% 6,300 $406K
Bokf, NA 0.01% No change 6,257 $403K
Diversify Wealth Management, LLC 0.02% New 5,094 $400K
True North Advisors, LLC 0.05% New 6,215 $400K
Compass Ion Advisors, LLC 0.04% Add +0.4% 6,196 $399K
Per Stirling Capital Management, LLC. 0.04% Reduce -5.2% 6,186 $399K
Oliver Luxxe Assets LLC 0.06% No change 6,180 $398K
Bluespring Wealth Management, LLC 0.03% Add +7.5% 6,180 $398K
XML Financial, LLC 0.03% New 6,173 $398K
Ruggiero Investments, Inc. 0.36% — 6,139 $395K
Pitcairn Wealth Advisors LLC 0.04% — 6,121 $394K
Cadinha & Co. LLC 0.06% New 6,106 $393K
Heartwood Wealth Advisors LLC 0.04% No change 6,103 $393K
Tamar Securities, LLC 0.04% Add +16.2% 6,101 $393K
Rinkey Investments 0.10% Reduce -16.6% 6,100 $393K
Aries Wealth Management 0.09% No change 6,100 $393K
Traynor Capital Management, Inc. 0.02% New 6,074 $391K
Acropolis Investment Management, LLC 0.02% New 6,060 $390K
Foster & Motley Inc. 0.02% Add +3.4% 6,055 $390K
Round Rock Advisors LLC 0.06% New 6,053 $390K
Petix & Botte Co 0.09% Add +15.9% 6,046 $389K
Diversified Trust Co. 0.01% New 6,034 $389K
Hollencrest Capital Management 0.01% Add +0.2% 6,024 $388K
Corps Capital Advisors, LLC 0.40% New 6,000 $387K
Merrion Investment Management Co, LLC 0.21% No change 6,000 $387K
Marble Wealth, LLC 0.05% — 6,000 $387K
BankChampaign, National Association 0.38% — 100 $386K
Secure Asset Management, LLC 0.06% Add +7.0% 5,969 $385K
BlueChip Wealth Advisors LLC 0.16% No change 5,947 $383K
Clarion Wealth Managment Partners, LLC 0.35% No change 5,930 $382K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% New 5,930 $382K
Empower Advisory Group, LLC 0.00% Add +4.5% 5,923 $382K
Destiny Wealth Partners, LLC 0.04% New 3,866 $380K
Strong Retirement Solutions LLC 0.26% — 5,886 $379K
Financial Life Planners 0.27% No change 5,876 $379K
David J Yvars Group 0.20% Add +11.8% 5,874 $378K
AIFG Consultants Ltd. 0.65% Reduce -35.9% 5,864 $378K
RB Capital Management, LLC 0.08% No change 5,850 $377K
Guardian Asset Advisors, LLC 0.20% Add +12.2% 5,839 $376K
Allianz SE 0.00% No change 5,788 $373K
Knollwood Investment Advisory, LLC 0.04% New 5,780 $372K
Prosperitas Financial LLC 0.15% New 5,779 $372K
Salem Investment Counselors Inc. 0.01% Add +24.9% 5,770 $372K
Nemes Rush Group LLC 0.04% No change 5,769 $372K
Lake Street Private Wealth, LLC 0.05% New 5,751 $371K
Pines Wealth Management, LLC 0.12% No change 5,750 $370K
Nottingham Advisors, Inc. 0.05% No change 5,733 $369K
Smart Money Group LLC 0.11% New 5,701 $367K
Capital Management Associates, Inc 0.08% No change 5,650 $364K
Pettyjohn, Wood & White, Inc. 0.06% New 5,650 $364K
Meadowbrook Advisors Group, LLC 0.20% — 5,625 $362K
Sherry Group, Inc. 0.38% — 5,251 $362K
Vestor Capital, LLC 0.03% Add +13.8% 2,322 $362K
Reliant Investment Partners, LLC 0.28% New 5,612 $362K
B.O.S.S. Retirement Advisors, LLC 0.11% Reduce -26.3% 5,582 $360K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +8.7% 5,571 $359K
Heritage Trust Co 0.04% No change 5,536 $357K
Howard Financial Services, LTD. 0.04% Reduce -1.2% 5,531 $356K
CAP Partners, LLC 0.20% No change 5,530 $356K
Wellington-Altus USA Inc. 0.26% — 5,514 $355K
Trueblood Wealth Management, LLC 0.14% No change 5,509 $355K
SLT Holdings LLC 0.24% Reduce -36.0% 5,491 $354K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 5,453 $351K
Cannon Advisors, Inc. 0.25% New 4,150 $351K
Alessandra Capital Management, LLC 0.31% — 5,400 $348K
CFO4Life Group, LLC 0.05% No change 5,390 $347K
Weaver Capital Management LLC 0.07% No change 5,385 $347K
Churchill Financial Advisors, LLC 0.11% — 5,383 $347K
Andina Capital Management, LLC 0.21% Reduce -5.5% 5,382 $347K
Pacific Sage Partners, LLC 0.05% Reduce -10.5% 5,325 $343K
Advisor Resource Council 0.12% New 4,875 $342K
Bluedoor Private Wealth, LLC 0.16% — 5,291 $341K
Magnus Financial Group LLC 0.03% New 5,277 $340K
Madden Advisory Services, Inc. 0.14% Reduce -45.0% 5,265 $339K
Wealthstar Advisors, LLC 0.18% Add +3.0% 5,237 $337K
Hartmann Taylor Wealth Management, LLC 0.23% New 5,230 $337K
Pathway Financial Advisers, LLC 0.10% Add +0.9% 5,223 $336K
Adirondack Trust Co. 0.11% Reduce -1.9% 5,217 $336K
Buffalo Business & Estate Services Ltd. 0.05% — 5,202 $335K
Five Pine Wealth Management 0.21% Add +7.7% 5,185 $334K
Kelsey Financial, LLC 0.29% — 5,172 $333K
Virtue Capital Management, LLC 0.05% New 5,050 $332K
Concorde Asset Management, LLC 0.13% New 5,144 $331K
Integrity Wealth Advisors, Inc. 0.23% Reduce -49.0% 5,100 $329K
Accretive Wealth Partners, LLC 0.10% New 5,090 $328K
Inlight Wealth Management, LLC 0.12% No change 5,087 $328K
Holistic Financial Partners 0.12% No change 5,066 $326K
Greenberg Financial Group 0.13% — 5,057 $326K
Strategic Wealth Partners, Ltd. 0.02% Add +56.9% 5,057 $326K
Black Diamond Financial, LLC 0.03% Reduce -3.8% 5,026 $324K
Laurel Oak Wealth Management, LLC 0.05% — 5,015 $323K
M3 Advisory Group, LLC 0.20% Add +0.6% 5,003 $322K
Pandora Wealth, Inc. 0.20% No change 5,000 $322K
G2 Capital Management, LLC / Oh 0.08% No change 5,000 $322K
Graham Capital Wealth Management, LLC 0.30% No change 4,979 $321K
Kure Advisory, LLC 0.18% Reduce -1.1% 4,961 $320K
Connecticut Wealth Management, LLC 0.01% New 4,940 $318K
Purus Wealth Management, LLC 0.10% New 4,939 $318K
Perennial Advisors, LLC 0.05% No change 4,934 $318K
Security National Bank 0.05% Add +1.0% 4,925 $317K
Crux Wealth Advisors 0.12% New 4,904 $316K
Sepio Capital, LP 0.02% New 4,886 $315K
D'Orazio & Associates, Inc. 0.04% No change 4,876 $314K
Strategy Asset Managers LLC 0.05% Reduce -0.5% 4,872 $314K
Centurion Wealth Management LLC 0.07% No change 4,841 $312K
4WEALTH Advisors, Inc. 0.27% New 4,817 $310K
Integrity Wealth Solutions LLC 0.12% No change 4,817 $310K
Bannerstone Capital Management, LLC 0.30% — 4,810 $310K
Richards, Merrill & Peterson, Inc. 0.12% New 4,810 $310K
G&S Capital LLC 0.11% New 4,801 $309K
PKS Advisory Services, LLC 0.07% New 4,787 $308K
Cyndeo Wealth Partners, LLC 0.02% Reduce -4.1% 4,770 $307K
Mountain Capital Investment Advisors Inc. 0.05% New 3,297 $306K
Schwallier Wealth Management LLC 0.20% New 4,049 $305K
Castle Wealth Management LLC 0.10% New 4,724 $304K
Pictet North America Advisors SA 0.03% New 4,720 $304K
Atlas Wealth Partners, LLC 0.33% Reduce -5.0% 4,699 $303K
Maripau Wealth Management LLC 0.14% New 4,596 $303K
Tennessee Valley Asset Management Partners 0.04% Reduce -7.8% 4,682 $302K
Red Mountain Financial, LLC 0.30% New 4,675 $301K
Bell Investment Advisors, Inc 0.05% No change 4,675 $301K
Accredited Investor Services, LLC 0.20% Reduce -2.1% 4,656 $300K
Lloyd Advisory Services, LLC. 0.12% Reduce -8.3% 4,655 $300K
Sankala Group LLC 0.24% — 3,501 $298K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -63.7% 4,610 $297K
Americana Partners, LLC 0.01% New 4,600 $296K
Next Capital Management LLC 0.09% New 4,585 $295K
Weaver Consulting Group 0.07% New 4,563 $294K
Evolution Wealth Advisors, LLC 0.03% New 4,550 $293K
Global Wealth Management, LLC 0.16% New 4,548 $293K
Geneva Partners, LLC 0.10% New 4,533 $292K
Venturi Wealth Management, LLC 0.01% New 4,527 $292K
Curry Webb Wealth Management LLC 0.14% — 4,520 $291K
MTM Investment Management, LLC 0.09% Add +0.2% 4,510 $291K
BDFS Capital LLC 0.15% — 4,505 $290K
Ferguson Shapiro LLC 0.09% New 4,500 $290K
Cahaba Wealth Management, Inc. 0.02% New 4,468 $288K
Accel Wealth Management 0.08% New 4,458 $287K
Zuckerman Investment Group, LLC 0.03% New 4,456 $287K
Keystone Financial Group, Inc. 0.15% Add +450.0% 4,455 $287K
Octavia Wealth Advisors, LLC 0.03% New 4,445 $286K
Range Advisory, LLC 0.07% — 4,443 $286K
Tompkins Financial Corp. 0.02% No change 4,432 $286K
Tiaa Trust, National Association 0.00% New 4,425 $285K
OneAscent Financial Services LLC 0.03% Reduce -22.1% 4,419 $285K
360 Financial, Inc. 0.09% New 4,415 $284K
Bedel Financial Consulting, Inc. 0.03% New 4,409 $284K
Allen Capital Group, LLC 0.03% New 4,405 $284K
Fiscal Wisdom Wealth Management, LLC 0.27% New 4,393 $283K
Mengis Capital Management, Inc. 0.05% New 4,391 $283K
Winch Advisory Services, LLC 0.06% Add +5.8% 4,381 $282K
Hoge Financial Services, LLC 0.15% New 4,379 $282K
Diligent Investors, LLC 0.07% New 4,375 $282K
Legacy Edge Advisors, LLC 0.03% New 4,372 $282K
SageView Advisory Group, LLC 0.01% Reduce -13.3% 4,369 $281K
Mayfair Advisory Group, LLC 0.11% New 4,230 $278K
Pure Financial Advisors, LLC 0.00% Reduce -16.0% 4,312 $278K
Silverlake Wealth Management LLC 0.06% Reduce -28.1% 4,292 $276K
Brooklyn Investment Group 0.01% New 4,186 $276K
NorthCoast Asset Management LLC 0.01% Reduce -99.4% 4,276 $275K
Advanced Asset Management Advisors Inc 0.07% New 4,239 $273K
DeDora Capital, Inc. 0.06% New 4,235 $273K
Capula Management Ltd 0.00% New 4,219 $272K
Cedrus Wealth Group LLC 0.25% — 4,218 $272K
Retirement Guys Formula LLC 0.12% New 4,210 $271K
Fell Capital Management 0.26% — 4,200 $271K
Blue Fin Capital, Inc. 0.04% New 4,200 $271K
Alchemi Wealth, LLC 0.15% — 4,185 $270K
Claro Advisors Inc. 0.04% Reduce -29.5% 4,178 $269K
Truvestments Capital LLC 0.05% No change 4,168 $269K
Prostatis Group LLC 0.06% Reduce -23.6% 4,162 $268K
Dopkins Wealth Management, LLC 0.11% New 4,135 $266K
Revere Asset Management, Inc 0.09% New 4,133 $266K
Oceanside Advisors LLC 0.16% New 4,100 $264K
Leverty Financial Group, LLC 0.06% New 4,088 $263K
Reyes Financial Architecture, Inc. 0.16% Reduce -96.4% 4,087 $263K
Mesirow Financial Investment Management, Inc. 0.01% New 4,078 $263K
Sagespring Wealth Partners, LLC 0.00% New 4,072 $262K
Ritter Daniher Financial Advisory LLC / DE 0.04% New 4,064 $262K
Strathmore Capital Advisors, Inc. 0.09% New 4,050 $261K
SpringVest Wealth Management LLC 0.18% New 4,043 $260K
Boyce & Associates Wealth Consulting, Inc. 0.22% New 4,014 $259K
Tempus Wealth Planning, LLC 0.06% New 4,011 $258K
Rothschild Wealth LLC 0.02% New 4,010 $258K
Axecap Investments, LLC 0.16% Reduce -24.9% 4,006 $258K
S.E.E.D. Planning Group LLC 0.07% New 4,005 $258K
Penn Davis McFarland Inc. 0.02% Reduce -27.3% 4,000 $258K
Beto Financial Group, LLC 0.17% — 3,553 $257K
Lee, Kelleher & Klein Wealth Management 0.15% New 3,995 $257K
Kirkwood Financial Services 0.09% New 3,985 $257K
PSI Advisors, LLC 0.06% New 3,985 $257K
Linscomb Wealth, Inc. 0.01% New 3,972 $256K
Itau Unibanco Holding S.A. 0.01% Reduce -88.5% 3,954 $255K
Blackston Financial Advisory Group, LLC 0.15% New 3,939 $254K
Iron Gate Global Advisors LLC 0.03% New 3,930 $253K
Kaydan Wealth Management, Inc. 0.07% Reduce -98.5% 3,928 $253K
Melfa Wealth Management, Inc. 0.15% New 3,927 $253K
Latitude Advisors, LLC 0.11% New 3,922 $253K
Flaharty Asset Management, LLC 0.03% New 3,901 $251K
PICTET BANK & TRUST Ltd 0.30% New 3,900 $251K
XTX Topco Ltd 0.01% New 3,896 $251K
Mach-1 Financial Group, LLC 0.05% New 3,886 $250K
Arcadia Investment Management Corp. 0.04% Add +2.0% 3,885 $250K
Badgley Phelps Wealth Managers, LLC 0.00% New 3,874 $250K
Valley Forge Investment Consultants Inc. Adv 0.07% New 3,840 $247K
Innealta Capital, LLC 0.13% New 3,834 $247K
ETF Store, Inc. 0.25% New 3,829 $247K
Certified Advisory Corp 0.02% New 3,829 $247K
Transcend Capital Advisors, LLC 0.02% New 3,828 $247K
waypoint wealth counsel 0.09% New 3,825 $246K
Power Wealth Management LLC 0.09% New 3,812 $246K
Hilltop National Bank 0.06% Add +1.4% 3,803 $245K
KPP Advisory Services LLC 0.04% New 3,801 $245K
Stockman Wealth Management, Inc. 0.03% New 3,800 $245K
Petra Financial Advisors Inc. 0.14% New 3,787 $244K
TigerOak Management, L.L.C. 0.07% New 3,782 $244K
Arrowroot Family Office, LLC 0.09% New 3,774 $243K
Physician Wealth Advisors, Inc. 0.03% Add +9.9% 3,771 $243K
Invst, LLC 0.03% New 3,756 $242K
James J. Burns & Company, LLC 0.03% New 3,755 $242K
Boyum Wealth Architects LLC 0.11% New 2,599 $241K
TCFG Wealth Management, LLC 0.09% New 3,745 $241K
Partners in Financial Planning 0.04% New 3,738 $241K
Wescott Financial Advisory Group, LLC 0.02% New 3,736 $241K
Southland Equity Partners LLC 0.05% New 3,691 $238K
Bourgeon Capital Management LLC 0.04% New 3,690 $238K
Orion Capital Management LLC 0.08% No change 3,689 $238K
Lauer Wealth, LLC 0.18% New 3,399 $237K
JFS Wealth Advisors, LLC 0.01% No change 3,673 $237K
Legacy Financial Group LLC 0.03% New 2,986 $236K
Harvey Capital Management Inc. 0.05% New 3,670 $236K
Thompson Davis & Co., Inc. 0.14% Reduce -41.0% 3,661 $236K
Kintra Wealth, LLC 0.03% New 3,661 $236K
Bernicke Wealth Management, Ltd. 0.03% — 3,659 $236K
Stegent Equity Advisors, Inc. 0.18% Reduce -27.8% 3,635 $234K
Carnegie Investment Counsel 0.00% New 3,619 $233K
Strategic Financial Concepts, LLC 0.21% New 3,617 $233K
McCarthy Asset Management, Inc. 0.12% New 3,613 $233K
Summit Asset Management, LLC 0.03% New 3,613 $233K
Fund Advisors of America Inc 0.21% — 3,590 $231K
Facet Wealth, Inc. 0.00% New 2,188 $231K
Keudell/Morrison Wealth Management 0.05% — 3,565 $230K
Kitching Partners, LLC 0.21% New 3,555 $229K
Invariant Investment Management 0.15% — 3,162 $229K
Drive Wealth Management, LLC 0.04% New 3,549 $229K
Apollon Financial, LLC 0.03% Reduce -70.1% 3,548 $229K
CFS Investment Advisory Services, LLC 0.02% New 3,548 $229K
Inscription Capital, LLC 0.02% New 3,540 $228K
Proathlete Wealth Management LLC 0.06% Reduce -9.0% 3,537 $228K
Harmony Asset Management LLC 0.08% New 3,536 $228K
Box Hill Private Wealth LLC 0.23% — 3,530 $227K
Patten & Patten Inc. 0.01% New 3,517 $227K
Cooper Financial Group 0.02% New 3,515 $226K
Rolek Wealth Management LLC 0.16% New 3,514 $226K
Westfuller Advisors, LLC 0.09% No change 3,510 $226K
Radnor Capital Management, LLC 0.03% Reduce -63.2% 3,500 $225K
Elevate Capital Advisors, LLC 0.15% New 3,494 $225K
Tradewinds, LLC. 0.05% New 3,490 $225K
Fisher Asset Management 0.00% New 3,483 $224K
Fortitude Financial, LLC 0.19% New 3,480 $224K
Motiv8 Investments LLC 0.12% New 3,483 $224K
Key Capital Management, INC 0.22% — 3,462 $223K
Allied Investment Advisors, LLC 0.03% New 3,442 $222K
Focused Wealth Management, Inc 0.02% New 3,434 $221K
Elm Partners Management LLC 0.01% New 3,427 $221K
Wellington Shields & Co., LLC 0.05% No change 3,400 $219K
Aviso Financial Inc. 0.01% Reduce -6.9% 3,394 $219K
Fortune 45 LLC 0.10% New 3,318 $218K
First American Trust, FSB 0.01% New 3,382 $218K
Heritage Wealth Advisors 0.01% No change 3,382 $218K
Tempo Wealth, LLC 0.04% — 3,370 $217K
Triton Wealth Management, PLLC 0.08% New 2,822 $216K
Strait & Sound Wealth Management LLC 0.08% New 3,347 $216K
Mather Group, Llc. 0.00% Add +0.4% 3,343 $215K
MSH Capital Advisors LLC 0.05% New 3,341 $215K
NorthRock Partners, LLC 0.00% New 3,320 $214K
Center For Asset Management LLC 0.11% New 3,317 $214K
Requisite Capital Management, LLC 0.04% Reduce -93.1% 3,310 $213K
First Merchants Corp. 0.01% New 3,309 $213K
WestHill Financial Advisors, Inc. 0.04% New 3,302 $213K
Meridian Wealth Advisors, LLC 0.03% New 3,300 $213K
GAMCO Investors 0.00% New 3,300 $213K
Bright Financial Advisors, Inc. 0.10% New 3,294 $212K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -85.7% 3,279 $211K
Zullo Investment Group, Inc. 0.08% New 3,270 $211K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,260 $210K
Bull Street Advisors, LLC 0.10% New 3,250 $209K
Objective Capital Management, LLC 0.21% New 3,242 $209K
Ellis Investment Partners, LLC 0.04% New 3,230 $208K
Madrona Financial Services, LLC 0.04% New 3,215 $207K
Venture Visionary Partners LLC 0.01% New 3,203 $206K
Visionary Horizons, LLC 0.11% New 3,200 $206K
Kanawha Capital Management LLC 0.01% New 3,200 $206K
Avalon Trust Co 0.01% Add +9.3% 3,179 $205K
SHP Wealth Management 0.02% — 3,171 $204K
NorthCrest Asset Manangement, LLC 0.00% New 2,953 $204K
MADDEN SECURITIES Corp 0.06% New 3,160 $204K
Regatta Capital Group, LLC 0.03% New 3,159 $204K
Wealth Management Partners, LLC 0.06% New 3,148 $203K
Oxinas Partners, LLC 0.10% New 3,138 $202K
Plante Moran Financial Advisors, LLC 0.01% Add +73.4% 3,138 $202K
Willow Financial LLC 0.21% — 3,136 $202K
Coppell Advisory Solutions LLC 0.02% New 2,927 $202K
Carr Financial Group Corp 0.05% New 3,108 $200K
Seamount Financial Group Inc. 0.09% New 3,105 $200K
Sfmg, LLC 0.01% New 3,105 $200K
Colonial Trust Advisors 0.01% Add +3.3% 3,100 $200K
Caldwell Trust Co 0.02% Add +48.0% 3,081 $198K
Concord Wealth Partners 0.03% No change 3,066 $198K
BankPlus Trust Department 0.05% No change 3,063 $197K
Financial Network Wealth Advisors LLC 0.20% Add +12.2% 3,018 $194K
Beaird Harris Wealth Management, LLC 0.01% Add +195.6% 3,015 $194K
Marathon Trading Investment Management LLC 0.02% New 3,000 $193K
Albion Financial Group 0.01% No change 3,000 $193K
Keating Financial Advisory Services, Inc. 0.03% — 2,867 $185K
CGC Financial Services, LLC 0.05% No change 2,800 $180K
City State Bank 0.05% Reduce -1.1% 2,796 $180K
HHM Wealth Advisors, LLC 0.02% Add +45.3% 2,775 $179K
Dunhill Financial, LLC 0.06% No change 2,750 $177K
Burns Matteson Capital Management, LLC 0.07% Reduce -24.9% 2,744 $177K
Independence Bank of Kentucky 0.02% Reduce -25.8% 2,720 $175K
Trust Co. of Toledo NA 0.02% No change 2,672 $172K
Atlantic Union Bankshares Corp 0.00% Reduce -2.8% 2,568 $165K
Garton & Associates Financial Advisors LLC 0.10% — 2,563 $165K
Willis Johnson & Associates, Inc. 0.01% New 2,535 $163K
Gables Capital Management Inc. 0.07% Add +38.6% 2,494 $161K
Edmond DE Rothschild Holding S.A. 0.00% Add +1145.0% 2,490 $160K
Hantz Financial Services, Inc. 0.00% New 2,461 $159K
Bare Financial Services, Inc 0.04% No change 2,427 $156K
Avion Wealth 0.03% No change 2,436 $156K
Cutler Capital Management, LLC 0.06% New 2,375 $153K
North Star Investment Management Corp. 0.01% Add +7.8% 2,340 $151K
Gold Investment Management Ltd. 0.05% No change 2,328 $150K
First Horizon Corp. 0.01% Reduce -1.4% 2,236 $144K
Glass Jacobson Investment Advisors llc 0.05% No change 2,180 $140K
Godsey & Gibb, Inc. 0.01% No change 2,121 $137K
Cornerstone Planning Group LLC 0.02% Reduce -5.6% 1,281 $135K
Parkside Financial Bank & Trust 0.01% No change 2,096 $135K
Motco 0.01% New 2,065 $133K
Matrix Trust Co 0.02% Reduce -86.6% 2,063 $133K
Proffitt & Goodson Inc. 0.02% No change 2,050 $132K
Vision Financial Markets LLC 0.13% Add +1.9% 2,037 $131K
Estate Planners Group, LLC 0.06% — 2,030 $131K
Community Bank, N.A. 0.02% Reduce -4.7% 2,010 $129K
MRP Capital Investments, LLC 0.11% Reduce -75.0% 2,000 $129K
Pingora Partners LLC 0.08% No change 2,000 $129K
Hilton Head Capital Partners, LLC 0.08% — 2,000 $129K
MPWM Advisory Solutions, LLC 0.07% No change 2,000 $129K
Monetary Management Group Inc. 0.03% No change 2,000 $129K
Kohmann Bosshard Financial Services, LLC 0.01% New 2,000 $129K
Capital Analysts, LLC 0.00% Add +17.0% 1,960 $127K
Tsfg, LLC 0.02% No change 1,950 $126K
Tucker Asset Management LLC 0.04% New 1,928 $124K
Towne Trust Company, N.A 0.04% No change 1,925 $124K
Smartleaf Asset Management LLC 0.00% Add +37.4% 1,746 $120K
First Community Trust NA 0.09% No change 1,825 $118K
Cherry Tree Wealth Management, LLC 0.02% No change 1,789 $115K
TrustBank 0.05% — 1,779 $115K
SOA Wealth Advisors, LLC. 0.02% No change 1,768 $114K
Union Savings Bank 0.05% — 1,761 $113K
Kingdom Financial Group LLC. 0.03% New 1,717 $111K
LJI Wealth Management, LLC 0.02% Add +325.0% 1,700 $110K
RMG Wealth Management LLC 0.01% Add +0.5% 1,289 $109K
Lodestone Wealth Management LLC 0.04% New 1,692 $109K
LFA - Lugano Financial Advisors SA 0.06% Add +13.0% 1,667 $107K
Vermillion & White Wealth Management Group, LLC 0.06% No change 1,655 $107K
NBT Bank, N.A. 0.01% Reduce -14.9% 1,595 $103K
Hager Investment Management Services, LLC 0.06% New 1,591 $102K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,550 $100K
Basepoint Wealth LLC 0.06% New 1,542 $99K
GoalVest Advisory LLC 0.02% Reduce -56.1% 1,507 $97K
Bayban 0.09% — 1,500 $97K
Evolution Wealth Management Inc. 0.08% No change 1,482 $95K
Acumen Wealth Advisors, LLC 0.03% — 1,466 $94K
Financial Consulate, Inc. 0.01% Reduce -36.6% 1,458 $94K
Decker Retirement Planning Inc. 0.05% No change 1,444 $93K
Johnson Financial Group, Inc. 0.00% No change 1,440 $93K
Elyxium Wealth, LLC 0.03% New 1,409 $91K
Stone House Investment Management, LLC 0.01% Add +375.4% 1,393 $90K
Greykasell Wealth Strategies, Inc. 0.04% New 1,375 $89K
Ameriflex Group, Inc. 0.05% Reduce -36.0% 1,368 $88K
GAMMA Investing LLC 0.00% No change 1,366 $88K
Pacific Center for Financial Services 0.02% No change 2,056 $87K
Root Financial Partners, LLC 0.00% Reduce -20.2% 1,352 $87K
FSA Advisors, Inc. 0.06% New 14,672 $87K
Archer Investment Corp 0.02% Reduce -48.7% 1,295 $83K
Webster Bank, N. A. 0.01% Add +6.7% 1,280 $82K
Vermillion Wealth Management, Inc. 0.03% Add +1.1% 1,253 $81K
Foster Dykema Cabot & Partners, LLC 0.01% New 1,251 $81K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,250 $81K
Colonial Trust Co / SC 0.01% No change 1,234 $79K
Advantage Trust Co 0.04% Reduce -7.6% 1,215 $78K
Quadrant Capital Group LLC 0.00% No change 1,200 $77K
American Wealth Advisors, LLC 0.08% No change 1,198 $77K
Darwin Wealth Management, LLC 0.02% No change 1,192 $77K
Duncker Streett & Co. Inc. 0.01% No change 1,181 $76K
Jessup Wealth Management, Inc 0.02% Reduce -82.0% 1,155 $74K
Dogwood Wealth Management LLC 0.03% No change 1,128 $73K
ORG Partners LLC 0.01% No change 1,125 $72K
NorthAvenue LLC 0.06% — 1,109 $71K
Asset Dedication, LLC 0.00% No change 1,109 $71K
Toth Financial Advisory Corp. 0.01% No change 1,095 $71K
IAG Wealth Partners, LLC 0.01% Add +9.8% 1,088 $70K
Richardson Capital Management LLC 0.03% No change 1,035 $67K
Kentucky Trust Co 0.03% No change 1,000 $64K
Abound Wealth Management 0.01% Reduce -10.0% 980 $63K
Granite FO LLC 0.03% No change 950 $61K
Crews Bank & Trust 0.01% Add +36.8% 930 $60K
Old Second National Bank of Aurora 0.01% No change 886 $57K
Highline Wealth Partners LLC 0.02% Reduce -30.0% 875 $56K
Meramec Financial Planners, LLC 0.02% — 794 $56K
Graney & King, LLC 0.03% New 854 $55K
First United Bank & Trust 0.02% No change 845 $54K
Burkett Financial Services, LLC 0.02% No change 833 $54K
DecisionPoint Financial, LLC 0.01% Add +1138.8% 830 $53K
Smallwood Wealth Investment Management, LLC 0.03% No change 800 $52K
Wealth Preservation Advisors, LLC 0.03% Add +28.5% 784 $51K
Essex Investment Management Co. LLC 0.01% No change 771 $50K
Nova Wealth Management, Inc. 0.03% Reduce -54.4% 750 $48K
General Partner, Inc. 0.03% No change 750 $48K
Nexus Investment Management ULC 0.01% No change 750 $48K
Center for Financial Planning, Inc. 0.01% No change 750 $48K
Triumph Capital Management 0.01% New 739 $48K
IFC & Insurance Marketing, Inc. 0.05% — 728 $47K
American Capital Advisory, LLC 0.02% No change 727 $47K
DiNuzzo Private Wealth, Inc. 0.01% No change 720 $46K
Crewe Advisors LLC 0.00% Add +38.8% 716 $46K
Horizons Wealth Management 0.03% Reduce -12.8% 708 $46K
Financial Management Professionals, Inc. 0.00% Reduce -28.6% 700 $45K
Westside Investment Management, Inc. 0.01% Add +23.4% 686 $44K
SouthState Bank Corp 0.00% Add +29.6% 648 $42K
Daytona Street Capital LLC 0.03% — 640 $41K
LRI Investments, LLC 0.00% No change 638 $41K
Strategic Wealth Advisors LLC 0.03% — 626 $40K
Cape Investment Advisory, Inc. 0.01% Add +117.6% 618 $40K
Alerus Financial NA 0.00% Reduce -11.4% 608 $39K
Wells Financial Advisors INC 0.07% New 600 $39K
Flagship Wealth Advisors, LLC 0.01% No change 600 $39K
Prestige Wealth Management Group LLC 0.01% No change 600 $39K
Bullseye Investment Management, LLC 0.02% New 590 $38K
American National Bank & Trust 0.00% Add +96.7% 590 $38K
Bangor Savings Bank 0.00% New 590 $38K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +274.2% 580 $37K
Bellevue Asset Management, LLC 0.01% No change 568 $37K
South Plains Financial, Inc. 0.02% New 552 $36K
Kelleher Financial Advisors 0.01% No change 548 $35K
BOK Financial Private Wealth, Inc. 0.00% New 535 $34K
Delta Asset Management LLC 0.00% No change 530 $34K
Quaker Wealth Management, LLC 0.01% Reduce -98.8% 528 $34K
Clearstead Trust, LLC 0.01% No change 522 $34K
Redwood Park Advisors LLC 0.02% Add +106.4% 516 $33K
Rialto Wealth Management, LLC 0.01% New 512 $33K
Sfam, LLC 0.03% — 507 $33K
SWAN Capital LLC 0.01% Reduce -67.4% 507 $33K
GeoWealth Management, LLC 0.00% Reduce -26.9% 507 $33K
Stephens Consulting, LLC 0.01% No change 500 $32K
Intesa Sanpaolo Wealth Management 0.01% — 500 $32K
Caldwell Sutter Capital, Inc. 0.01% Add +3.2% 490 $32K
Broadwater Capital Management LLC 0.02% No change 481 $31K
GPS Wealth Strategies Group, LLC 0.02% Reduce -93.2% 433 $28K
Quest 10 Wealth Builders, Inc. 0.02% No change 430 $28K
Bullock Wealth Management Group 0.01% — 430 $28K
Vision Retirement, LLC 0.01% — 430 $28K
Founders Capital Management 0.01% Add +3.7% 425 $27K
Fairscale Capital, LLC 0.02% No change 390 $25K
Grove Bank & Trust 0.00% Add +15.0% 383 $25K
Navalign, LLC 0.01% New 380 $24K
Beacon Capital Management, Inc. 0.00% Reduce -47.5% 366 $24K
Clark Wealth Partners 0.01% No change 360 $23K
Cranbrook Wealth Management, LLC 0.00% Reduce -22.9% 357 $23K
Inspire Investing, LLC 0.00% New 350 $23K
Washington Trust Advisors, Inc. 0.00% Reduce -12.5% 350 $23K
Financially Speaking Inc 0.01% No change 334 $22K
Atomic Invest LLC 0.01% — 304 $21K
Transce3nd, LLC 0.16% No change 200 $20K
Godfrey Financial Associates, Inc. 0.02% — 300 $19K
Game Plan Financial Advisors, LLC 0.01% No change 300 $19K
McIlrath & Eck, LLC 0.00% Add +1038.5% 296 $19K
Abound Financial, LLC 0.01% New 271 $17K
St. Johns Investment Management Company, LLC 0.01% Add +33.2% 269 $17K
Strategic Advocates LLC 0.00% No change 250 $17K
PFS Partners, LLC 0.01% No change 267 $17K
Bulwark Capital Corp 0.01% No change 258 $17K
Seneschal Advisors, LLC 0.01% No change 255 $16K
Compass Financial Services Inc 0.01% Add +930.4% 237 $15K
Tradewinds Capital Management, LLC 0.00% New 230 $15K
Legacy Wealth Managment, LLC 0.01% Add +97.1% 203 $13K
Midwest Capital Advisors, LLC 0.01% No change 200 $13K
Barrett & Company, Inc. 0.00% No change 200 $13K
Financial Perspectives, Inc 0.00% No change 200 $13K
High Point Wealth Management, LLC 0.01% — 196 $13K
Bartlett & Co. Wealth Management LLC 0.00% Add +30.0% 195 $13K
Steigerwald, Gordon & Koch Inc. 0.00% Add +6333.3% 193 $12K
Prosperity Bancshares Inc 0.01% — 187 $12K
Horrell Capital Management, Inc. 0.01% No change 180 $12K
Medallion Wealth Advisors, LLC 0.00% No change 174 $11K
Valley National Advisers Inc. 0.00% New 171 $11K
Cedar Mountain Advisors, LLC 0.00% No change 170 $11K
Byrne Asset Management LLC 0.01% No change 160 $10K
Clarity Asset Management, Inc. 0.01% No change 152 $10K
Team Financial Group, LLC 0.00% No change 150 $10K
Centennial Bank 0.00% New 150 $10K
Aspect Partners, LLC 0.00% No change 140 $9K
Networth Advisors, LLC 0.01% — 138 $9K
Russell Investments Group, Ltd. 0.00% New 137 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 110 $7K
Salomon & Ludwin, LLC 0.00% New 100 $7K
Tower Research Capital LLC (TRC) 0.00% Add +385.7% 102 $7K
Kings Path Partners LLC 0.00% Reduce -96.7% 100 $6K
Robinswood Financial LLC 0.00% No change 100 $6K
Missouri Trust & Investment Co 0.00% New 100 $6K
CVA Family Office, LLC 0.00% No change 100 $6K
Camelot Portfolios, LLC 0.00% New 99 $6K
Strive Financial Group ,LLC 0.00% — 95 $6K
Lummis Asset Management, LP 0.00% No change 85 $5K
Anchor Investment Management, LLC 0.00% No change 80 $5K
Monetary Solutions, Ltd 0.00% — 75 $5K
Bernard Wealth Management Corp. 0.00% Add +200.0% 75 $5K
Ascentis Wealth Management, LLC 0.00% No change 70 $5K
Tidemark, LLC 0.00% New 69 $4K
Key Financial Inc 0.00% New 69 $4K
SJS Investment Consulting Inc. 0.00% Reduce -66.8% 67 $4K
Sunrise Financial Services, LLC 0.00% — 61 $4K
Clayton Financial Group LLC 0.00% Reduce -40.0% 60 $4K
Pittenger & Anderson Inc. 0.00% New 60 $4K
Global Wealth Strategies & Associates 0.00% New 58 $4K
Luminist Capital LLC 0.00% Reduce -99.6% 52 $3K
Cypress Capital Management LLC (WY) 0.00% No change 50 $3K
Ares Financial Consulting, LLC 0.00% — 50 $3K
Fortitude Family Office, LLC 0.00% New 36 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 35 $2K
Tripletail Wealth Management, LLC 0.00% New 30 $2K
WPG Advisers, LLC 0.00% New 30 $2K
FWL Investment Management, LLC 0.00% New 29 $2K
New Millennium Group LLC 0.00% Reduce -50.0% 21 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $1K
KERR FINANCIAL PLANNING Corp 0.00% New 13 $880
Park Square Financial Group, LLC 0.00% Add +50.0% 30 $790
VSM Wealth Advisory, LLC 0.00% New 12 $773
Prudent Man Investment Management, Inc. 0.00% No change 10 $645
Nvest Wealth Strategies, Inc. 0.00% — 8 $516
Msrh, LLC 0.00% — 8 $515
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $451
REAP Financial Group, LLC 0.00% New 5 $322

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