iShares Silver TrustSLVETF

13F holders, Q1 2026 (March 31)
1,568holders +36
206new positions
169sold out
9famous investors
$67.93avg. 13F price*

At the end of Q1 2026, 1,568 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 36 from Q4 2025. 206 opened new positions and 169 sold out. The largest holders were Morgan Stanley ($833.0M), UBS Group AG ($659.0M) and Jane Street Group, LLC ($602.1M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions206$554.8M
Exits169$499.6M

All 13F filers, Q4 2025 → Q1 2026: 21,341,694 shares bought and 58,802,172 shares sold, net −37,460,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,568 holders

Morgan Stanley 0.05% Reduce -32.4% 12,225,525 $833.0M
UBS Group AG 0.12% Reduce -4.5% 9,670,972 $659.0M
Jane Street Group, LLC 0.65% Reduce -57.3% 8,836,881 $602.1M
Bank of America Corp. 0.04% Reduce -19.2% 8,497,856 $579.0M
LPL Financial LLC 0.14% Reduce -14.7% 7,464,566 $508.6M
Susquehanna International Group, LLP 0.61% Add +469.8% 6,896,403 $469.9M
Wells Fargo & Company 0.07% Reduce -20.9% 5,181,813 $353.1M
CTC LLC 19.54% Add +83.9% 3,582,617 $244.1M
Bank of Montreal 0.08% Add +19.9% 2,660,376 $181.3M
Royal Bank of Canada 0.03% Reduce -19.9% 2,527,919 $172.3M
Raymond James Financial Inc. 0.05% Reduce -15.1% 2,512,801 $171.2M
Goldman Sachs Group Inc. 0.02% Add +7.7% 2,451,638 $167.1M
Citadel Advisors 0.11% New 2,245,001 $153.0M
Ameriprise Financial Inc. 0.03% Reduce -22.8% 2,070,783 $141.2M
BNP Paribas Financial Markets 0.09% Reduce -31.8% 1,992,734 $135.8M
Mainstay Capital Management LLC 10.27% Add +7.2% 1,955,792 $133.3M
JPMorgan Chase & Co. 0.01% Add +28.2% 1,711,721 $108.7M
SG Americas Securities, LLC 0.12% Reduce -61.2% 1,576,707 $107.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.68% Add +32.9% 1,467,559 $97.5M
Cetera Investment Advisers 0.10% Reduce -26.2% 1,310,300 $89.3M
Envestnet Asset Management Inc. 0.02% Reduce -6.9% 1,306,287 $89.0M
Commonwealth Equity Services, LLC 0.11% Reduce -5.5% 1,127,874 $76.9M
Osaic Holdings, Inc. 0.11% Reduce -22.7% 1,126,578 $76.8M
PEAK6 LLC 2.20% Reduce -17.1% 1,116,904 $76.1M
Rockefeller Capital Management L.P. 0.13% Add +22.4% 1,106,130 $75.4M
HighTower Advisors, LLC 0.08% Reduce -31.7% 1,083,892 $73.9M
Stifel Financial Corp. 0.06% Reduce -30.9% 1,014,787 $69.1M
Barclays PLC 0.02% Reduce -24.6% 941,870 $64.2M
Jump Financial, LLC 0.95% New 844,097 $57.5M
Cambridge Investment Research Advisors, Inc. 0.15% Add +3.0% 840,102 $57.2M
MML Investors Services, LLC 0.15% Reduce -43.3% 795,313 $54.2M
Truist Financial Corp. 0.07% Reduce -1.9% 760,144 $51.8M
Tudor Investment Corporation 0.26% Add +7.0% 702,630 $47.9M
Qube Research & Technologies Ltd 0.07% New 675,473 $46.0M
HRT Financial LP 0.11% New 673,913 $45.9M
Optiver Holding B.V. 1.69% Reduce -23.8% 657,868 $44.8M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -12.7% 651,444 $44.4M
Jones Financial Companies LLLP 0.02% Add +37.8% 684,954 $43.5M
Saudi Central Bank 0.90% No change 621,400 $42.3M
Richard C. Young & CO., LTD. 3.36% Reduce -2.3% 594,851 $40.5M
Private Advisor Group, LLC 0.18% Add +2.8% 561,202 $38.2M
NewEdge Advisors, LLC 0.11% Reduce -17.9% 461,272 $31.4M
Bleakley Financial Group, LLC 0.49% Reduce -51.3% 460,613 $31.4M
Foundations Investment Advisors, LLC 0.39% Reduce -45.7% 460,320 $31.4M
Verde Servicos Internacionais S.A. 9.47% New 453,527 $30.9M
Northeast Planning Associates, Inc. / NH / 20.62% Reduce -0.9% 450,680 $30.7M
Greenwich Wealth Management LLC 1.23% Reduce -0.4% 440,963 $30.0M
Schonfeld Strategic Advisors LLC 0.24% Add +35.4% 421,327 $28.7M
Marex Group Ltd 0.29% Add +550.9% 416,218 $28.4M
Walser Wealth Management Company, A Ltd Liability Co 12.47% Reduce -28.0% 407,531 $27.8M
Insigneo Advisory Services, LLC 1.96% Add +11.2% 404,376 $27.6M
Marshall Wace, LLP 0.03% Reduce -76.3% 394,677 $26.9M
Blair William & Co. 0.08% Reduce -2.1% 393,136 $26.8M
Great Valley Advisor Group, Inc. 0.47% Reduce -18.0% 379,717 $25.9M
Kestra Advisory Services, LLC 0.10% Reduce -17.6% 377,159 $25.7M
Wealthfront Advisers LLC 0.06% Add +17.9% 375,833 $25.6M
Monaco Asset Management SAM 8.28% New 370,000 $25.2M
PNC Financial Services Group, Inc. 0.01% Add +4.0% 361,349 $24.6M
New Harbor Financial Group, LLC 4.43% Reduce -0.9% 357,903 $24.4M
Janney Montgomery Scott LLC 0.06% Reduce -11.2% 356,014 $24.3M
AMG National Trust Bank 0.52% Reduce -11.4% 352,283 $24.0M
Mackenzie Financial Corp. 0.03% Reduce -67.0% 352,153 $24.0M
Captrust Financial Advisors 0.04% Reduce -5.0% 351,575 $24.0M
TD Waterhouse Canada Inc. 0.07% Add +145.0% 351,479 $23.9M
Briaud Financial Planning Inc 5.88% Reduce -47.5% 329,248 $22.4M
Mariner, LLC 0.03% Reduce -11.8% 324,022 $22.1M
Baird Financial Group, Inc. 0.03% Reduce -42.7% 318,468 $21.7M
Cadence Wealth Management LLC 8.88% Reduce -1.1% 312,524 $21.3M
Integrated Wealth Concepts LLC 0.17% Add +120.2% 308,426 $21.0M
Citigroup Inc. 0.01% Reduce -24.5% 295,686 $20.1M
Pinnacle Financial Partners, Inc. 0.15% Reduce -16.9% 294,356 $20.1M
Millennium Management 0.02% Reduce -68.0% 291,704 $19.9M
Independent Financial Group, LLC 0.43% Reduce -29.8% 283,261 $19.3M
RIA Advisory Group LLC 4.63% Reduce -45.3% 277,767 $18.9M
Debussy Capital Management LP 2.41% Reduce -10.7% 255,271 $17.4M
Creative Planning 0.01% Add +4.6% 252,104 $17.2M
Cerity Partners LLC 0.02% Reduce -17.6% 247,943 $16.9M
Oppenheimer & Co. Inc. 0.20% Add +9.5% 246,693 $16.8M
Equitable Holdings, Inc. 0.11% Reduce -2.6% 258,340 $16.7M
Belvedere Trading LLC 2.19% Add +27.9% 241,388 $16.4M
BW Gestao de Investimentos Ltda. 0.73% New 240,475 $16.4M
Steward Partners Investment Advisory, LLC 0.08% Reduce -16.0% 238,597 $16.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +35.2% 234,145 $16.0M
Focus Partners Wealth 0.02% Reduce -69.0% 230,600 $15.7M
GLOBALT Investments LLC / GA 0.56% Reduce -74.0% 230,378 $15.7M
Caliber Wealth Management, LLC / KS 1.69% Reduce -30.6% 226,212 $15.4M
Beacon Pointe Advisors, LLC 0.08% Add +11.8% 219,450 $15.0M
Fifth Third Bancorp 0.03% Add +127.1% 216,059 $14.7M
Ariadne Wealth Management, LP 6.60% No change 215,850 $14.7M
Forest Hill Capital, LLC 9.49% Reduce -32.0% 212,000 $14.4M
Advisory Services Network, LLC 0.19% Add +44.4% 208,405 $14.2M
Meridian Wealth Management, LLC 0.50% Add +13.1% 205,248 $14.0M
Evoke Wealth, LLC 0.25% Reduce -4.7% 200,806 $13.7M
Augustine Asset Management Inc. 3.08% Reduce -0.2% 200,771 $13.7M
Gemsstock Ltd. 1.44% New 200,000 $13.6M
Red Cedar Investment Management, LLC 1.40% Reduce -44.5% 197,577 $13.5M
Harvest Investment Services, LLC 2.45% Add +6.8% 196,899 $13.4M
Brookstone Capital Management 0.15% Reduce -28.7% 192,831 $13.1M
Wealthcare Advisory Partners LLC 0.25% Add +2.0% 191,520 $13.1M
Florida Trust Wealth Management Co 0.36% Add +11.2% 190,175 $13.0M
Beacon Harbor Wealth Advisors, Inc. 2.69% New 188,264 $12.8M
Cresset Asset Management, LLC 0.05% Reduce -41.9% 184,812 $12.6M
LMR Partners LLP 0.15% Reduce -65.5% 179,722 $12.2M
Smith, Moore & Co. 0.87% Add +71.8% 175,092 $11.9M
Cypress Capital Group 1.29% Reduce -26.3% 168,822 $11.5M
Corecam Pte. Ltd. 4.97% Reduce -35.4% 168,170 $11.5M
Arnhold LLC 0.82% Reduce -3.0% 164,060 $11.2M
Sigma Planning Corp 0.30% Reduce -26.9% 160,771 $11.0M
Jain Global LLC 0.14% Reduce -46.9% 155,243 $10.6M
Sowell Financial Services LLC 0.37% Reduce -37.4% 147,956 $10.1M
Proficio Capital Partners LLC 0.54% Reduce -36.5% 147,128 $10.0M
SBI Securities Co., Ltd. 0.28% Reduce -9.8% 147,403 $10.0M
J.W. Cole Advisors, Inc. 0.34% Reduce -3.7% 147,161 $10.0M
Keel Point, LLC 0.66% Reduce -9.5% 145,401 $9.9M
D.A. Davidson & Co. 0.06% Reduce -11.4% 143,852 $9.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -31.9% 147,539 $9.7M
Cohen & Steers, Inc. 0.02% Add +354.8% 141,000 $9.6M
McAlvany Wealth Management LLC 6.46% Reduce -57.5% 150,926 $9.6M
Corient Private Wealth LP 0.01% Reduce -3.8% 143,956 $9.4M
Twelve Points Wealth Management LLC 2.07% Reduce -4.8% 137,944 $9.4M
Oxbow Advisors, LLC 0.80% Reduce -53.7% 136,303 $9.3M
Faithward Advisors, LLC 1.32% Reduce -6.9% 135,663 $9.2M
National Bank of Canada 0.01% Reduce -88.8% 132,967 $9.1M
&partners 0.04% Reduce -23.8% 132,525 $9.0M
Cwm, LLC 0.02% Reduce -4.2% 131,890 $9.0M
Chicago Wealth Management, Inc. 3.58% Reduce -56.2% 131,611 $9.0M
Stephens Inc. 0.11% Reduce -21.2% 128,161 $8.9M
Fifth Third Securities, Inc. 0.57% Reduce -10.0% 128,739 $8.8M
Grand Central Investment Group 6.29% Reduce -40.7% 124,701 $8.5M
Harbour Investments, Inc. 0.13% Add +120.5% 122,231 $8.3M
Sugar Maple Asset Management, LLC 5.04% Add +3.3% 121,740 $8.3M
Leavell Investment Management, Inc. 0.34% Reduce -4.2% 121,508 $8.3M
Bank of New York Mellon Corp 0.00% Reduce -62.4% 121,071 $8.2M
Seven Post Investment Office LP 2.63% No change 119,501 $8.1M
Canton Hathaway, LLC 1.62% Reduce -24.4% 117,837 $8.0M
GFS Advisors, LLC 0.52% Add +320.7% 295,256 $8.0M
Granite Bay Wealth Management, LLC 1.67% Reduce -19.7% 115,409 $7.9M
Encompass More Asset Management 1.32% Add +6.4% 115,096 $7.8M
Mgo One Seven LLC 0.16% Add +17.2% 114,571 $7.8M
Point72 Asset Management 0.01% Reduce -45.6% 113,174 $7.7M
DRW Securities, LLC 0.42% New 112,818 $7.7M
Elevation Point Wealth Partners, LLC 0.18% Add +273.0% 112,756 $7.7M
Cibc World Market Inc. 0.01% Add +54.8% 111,464 $7.6M
Walleye Trading LLC 0.16% New 111,076 $7.6M
Carrera Capital Advisors 1.16% Reduce -65.3% 110,844 $7.6M
Stratos Wealth Partners, LTD. 0.09% Reduce -26.5% 110,600 $7.5M
Renaissance Technologies 0.01% New 109,138 $7.4M
Kovack Advisors, Inc. 0.40% Reduce -79.3% 108,876 $7.4M
Strategic Investment Solutions, Inc. 1.78% Reduce -6.4% 108,326 $7.4M
Mercer Global Advisors Inc. 0.01% Reduce -2.3% 108,257 $7.4M
Scotia Capital Inc. 0.03% Reduce -18.7% 107,902 $7.4M
NTV Asset Management LLC 0.81% Reduce -23.2% 107,720 $7.3M
Caption Management, LLC 0.36% New 107,506 $7.3M
Kiker Wealth Management, LLC 3.48% New 107,087 $7.3M
Private Wealth Asset Management, LLC 0.77% No change 106,010 $7.2M
Independent Wealth Network Inc. 2.15% Reduce -4.1% 105,778 $7.2M
US Bancorp \de 0.01% Reduce -27.6% 105,461 $7.2M
Nations Financial Group Inc, /Ia/ 0.37% Reduce -42.0% 105,343 $7.2M
Ameritas Advisory Services, LLC 0.28% Reduce -17.6% 104,233 $7.1M
Bravias Capital Group, LLC 4.63% Reduce -9.6% 103,983 $7.1M
Innovative Advisory Group, LLC 6.24% Reduce -58.0% 103,833 $7.1M
Corecam AG 6.30% Reduce -34.3% 102,900 $7.0M
Pettinga Financial Advisors LLC 1.31% Reduce -5.4% 102,488 $7.0M
Prospera Financial Services Inc 0.11% Reduce -67.5% 102,345 $7.0M
Tidal Investments LLC 0.02% Reduce -60.1% 103,952 $7.0M
Independent Advisor Alliance 0.07% Reduce -41.3% 100,539 $6.9M
EP Wealth Advisors, LLC 0.03% Add +4.3% 98,206 $6.7M
Axxcess Wealth Management, LLC 0.21% Add +12.8% 97,764 $6.7M
Empirical Asset Management, LLC 1.76% Reduce -2.7% 97,719 $6.7M
Allworth Financial LP 0.03% Add +14.9% 97,685 $6.7M
Sovran Advisors, LLC 0.52% Add +10.3% 99,807 $6.7M
Private Harbour Investment Management & Counsel, LLC 7.28% Reduce -14.4% 97,264 $6.6M
Dorsey Wright & Associates 0.82% Add +23.6% 97,074 $6.6M
Lesa Sroufe & Co 4.49% Reduce -0.5% 96,703 $6.6M
Jamison Private Wealth Management, Inc. 0.82% Add +0.6% 96,094 $6.5M
Agp Franklin, LLC 3.25% Reduce -34.8% 95,407 $6.5M
Kingsview Wealth Management, LLC 0.09% Add +12.0% 94,390 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +24.2% 94,300 $6.4M
RM Financial Services, LLC 5.48% Reduce -13.0% 93,234 $6.4M
Mutual Advisors, LLC 0.13% Reduce -35.4% 92,224 $6.3M
IHT Wealth Management, LLC 0.15% Reduce -50.1% 91,549 $6.2M
Evanson Asset Management, LLC 0.33% Reduce -6.2% 90,804 $6.2M
James Investment Research, Inc. 0.69% Reduce -4.3% 90,175 $6.1M
Cornerstone Wealth Management, LLC 0.31% Reduce -8.9% 89,793 $6.1M
Arete Wealth Advisors, LLC 0.46% Add +10.4% 89,794 $6.1M
Nwam LLC 0.35% Reduce -9.0% 89,283 $6.1M
Nkcfo LLC 1.80% Reduce -28.9% 89,125 $6.1M
Bfsg, LLC 0.58% Add +3.7% 89,113 $6.1M
ARS Wealth Advisors Group, LLC 0.51% Reduce -50.5% 88,866 $6.1M
Snowden Capital Advisors LLC 0.16% Reduce -19.2% 88,769 $6.0M
Southeast Asset Advisors, LLC 0.66% Add +43.3% 88,165 $6.0M
RoundAngle Advisors LLC 4.38% Reduce -6.0% 85,916 $5.9M
Arkadios Wealth Advisors 0.10% Reduce -42.7% 85,442 $5.8M
Fortis Group Advisors, LLC 0.96% Reduce -20.6% 87,070 $5.8M
Chelsea Counsel Co. 2.55% No change 84,000 $5.7M
Centaurus Financial, Inc. 0.27% Reduce -8.5% 83,936 $5.7M
DAVENPORT & Co LLC 0.03% Reduce -51.2% 83,820 $5.7M
EverSource Wealth Advisors, LLC 0.17% Add +29.5% 82,503 $5.6M
Commerce Bank 0.03% Add +132.0% 82,410 $5.6M
AE Wealth Management LLC 0.03% Add +2.4% 81,614 $5.6M
Credit Agricole S A 0.02% Reduce -17.4% 81,483 $5.6M
CI Investments Inc. 0.03% No change 81,000 $5.5M
O'Domhnaill Enterprises, Inc. 4.43% Reduce -41.9% 80,759 $5.5M
Vontobel Holding Ltd. 0.02% Add +110.9% 80,648 $5.5M
HUB Investment Partners, LLC 0.13% Add +176.0% 80,514 $5.5M
Money Concepts Capital Corp. 0.30% Add +29.9% 79,561 $5.4M
Kestra Private Wealth Services, LLC 0.07% Add +7.1% 79,386 $5.4M
Maytree Asset Management Ltd 3.80% New 78,814 $5.4M
Cavalier Investments, LLC 1.37% Add +560.8% 78,272 $5.3M
MAI Capital Management 0.03% Reduce -11.5% 77,593 $5.3M
Apollon Wealth Management, LLC 0.09% Add +10.6% 77,538 $5.3M
Concurrent Investment Advisors, LLC 0.06% Add +5.0% 77,346 $5.3M
ROI Financial Advisors, LLC 3.13% Add +4.0% 76,893 $5.2M
AlTi Global, Inc. 0.11% Reduce -64.2% 76,606 $5.2M
Farther Finance Advisors, LLC 0.05% Reduce -6.5% 76,333 $5.2M
CENTRAL TRUST Co 0.10% Reduce -9.6% 75,668 $5.2M
Summit Financial, LLC 0.07% Add +1.1% 75,430 $5.1M
HB Wealth Management, LLC 0.03% Reduce -2.6% 74,754 $5.1M
Eagle Strategies LLC 0.60% Reduce -22.8% 74,207 $5.1M
IronBridge Private Wealth, LLC 1.57% Add +134.3% 71,471 $4.9M
Sicart Associates LLC 1.25% Add +141.5% 71,216 $4.9M
Benin Management CORP 1.08% Reduce -0.8% 70,735 $4.8M
Balyasny Asset Management L.P. 0.01% New 70,630 $4.8M
Dynamic Advisor Solutions LLC 0.15% Add +0.1% 70,308 $4.8M
Level Four Advisory Services, LLC 0.16% Add +22.5% 69,958 $4.8M
Moneco Advisors, LLC 0.37% Reduce -3.6% 69,745 $4.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -34.8% 69,112 $4.7M
PGIM Custom Harvest LLC 0.07% Add +0.9% 68,967 $4.7M
Assetmark, Inc. 0.01% Reduce -76.3% 68,515 $4.7M
Midwest Trust Co 0.06% Reduce -2.0% 67,024 $4.6M
World Investment Advisors 0.07% Reduce -2.5% 66,843 $4.6M
Plan Group Financial, LLC 1.05% Reduce -4.8% 65,414 $4.5M
Pallas Capital Advisors LLC 0.17% Add +3.0% 65,237 $4.4M
Atria Investments, Inc 0.05% Add +108.8% 65,219 $4.4M
Nwi Management LP 0.27% Reduce -48.0% 65,000 $4.4M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -13.5% 64,464 $4.4M
Bath Savings Trust Co 0.47% Add +114.3% 64,380 $4.4M
Horizon Wealth Management, LLC 0.63% New 63,395 $4.3M
Pine Valley Investments Ltd Liability Co 0.21% Reduce -6.4% 63,171 $4.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -5.0% 62,960 $4.3M
M Holdings Securities, Inc. 0.29% Reduce -5.3% 55,396 $4.3M
Associated Banc-Corp 0.11% Add +5.0% 62,487 $4.3M
Integrated Advisors Network LLC 0.22% Add +4.9% 62,357 $4.2M
MY Wealth Management Inc. 4.09% New 136,392 $4.2M
Wellington Shields Capital Management, LLC 0.63% Reduce -9.6% 62,022 $4.2M
CreativeOne Wealth, LLC 0.10% Reduce -46.4% 61,971 $4.2M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -40.3% 61,937 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +264.7% 61,853 $4.2M
Perigon Wealth Management, LLC 0.08% Reduce -3.2% 61,438 $4.2M
Barnes Dennig Private Wealth Management LLC 4.14% Reduce -9.7% 61,322 $4.2M
Pathstone Holdings, LLC 0.02% Add +43.7% 61,284 $4.2M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +64.9% 63,500 $4.2M
AQR Capital Management 0.00% Add +13.8% 60,883 $4.1M
PCG Wealth Advisors, LLC 1.04% Add +117.3% 60,226 $4.1M
Lido Advisors, LLC 0.02% Add +13.0% 59,913 $4.1M
Capstone Investment Advisors, LLC 0.05% Reduce -6.9% 59,860 $4.1M
Western Wealth Management, LLC 0.16% Reduce -12.3% 59,855 $4.1M
Belpointe Asset Management LLC 0.15% Add +169.2% 59,156 $4.0M
Capstone Wealth Management Group LLC 2.46% Reduce -1.4% 58,774 $4.0M
Perennial Investment Advisors, LLC 0.32% Reduce -31.6% 58,487 $4.0M
AlphaStar Capital Management, LLC 0.28% Add +19.3% 56,637 $3.9M
Jackson Hole Capital Partners, LLC 0.64% Reduce -12.8% 56,369 $3.8M
Mustico Financial Group, Inc. 2.68% Add +1.8% 55,808 $3.8M
Tucker Asset Management LLC 1.13% Add +2787.1% 55,664 $3.8M
Basso Capital Management, L.P. 2.32% Reduce -27.7% 55,660 $3.8M
Blue Trust, Inc. 0.04% Reduce -11.5% 54,856 $3.7M
VestGen Advisors, LLC 0.10% Add +15.7% 47,430 $3.7M
Sapient Capital LLC 0.06% Reduce -8.0% 53,523 $3.6M
Inspire Trust Co, N.A. 0.56% Reduce -17.7% 53,500 $3.6M
Merit Financial Group, LLC 0.03% Add +18.6% 53,336 $3.6M
Waverly Advisors, LLC 0.03% Add +30.3% 53,228 $3.6M
Sequoia Financial Advisors, LLC 0.02% Reduce -11.9% 52,020 $3.5M
Biltmore Family Office, LLC 0.50% Add +100.0% 52,000 $3.5M
SageGuard Financial Group, LLC 0.55% Add +669.8% 51,771 $3.5M
Wealth Watch Advisors, INC 1.47% Add +7.3% 51,531 $3.5M
BlackRock, Inc. 0.00% Add +98.2% 51,456 $3.5M
Fortis Capital Advisors, LLC 0.46% Add +662.3% 51,147 $3.5M
Broussard Financial Group LLC 2.78% Reduce -30.6% 51,082 $3.5M
RPg Family Wealth Advisory, LLC 0.73% New 51,005 $3.5M
Avalon Capital Management 0.98% Reduce -40.8% 50,994 $3.5M
Risk Paradigm Group, LLC 2.96% New 50,970 $3.5M
Guggenheim Capital LLC 0.03% Reduce -96.2% 50,963 $3.5M
PFG Investments, LLC 0.16% Reduce -17.2% 50,681 $3.5M
Silver Oak Securities, Incorporated 0.25% Add +25.2% 50,561 $3.4M
Savvy Advisors, Inc. 0.09% Reduce -16.5% 50,173 $3.4M
Kamunting Street Capital Management, L.P. 1.87% New 50,000 $3.4M
Sound View Wealth Advisors Group, LLC 0.23% Reduce -8.6% 49,713 $3.4M
Exit Wealth Advisors, LLC. 1.74% Reduce -42.1% 49,456 $3.4M
Thrivent Financial for Lutherans 0.01% Add +40.2% 49,197 $3.4M
National Wealth Management Group, LLC 1.24% Reduce -23.6% 48,918 $3.3M
B. Riley Wealth Advisors, Inc. 0.21% Reduce -43.0% 52,147 $3.3M
Rik Saylor Financial, Inc. 2.49% Reduce -19.4% 48,055 $3.3M
HSBC Holdings PLC 0.00% No change 48,000 $3.3M
Well Done, LLC 0.48% Reduce -14.2% 47,506 $3.2M
CIBC Bancorp USA Inc. 0.00% — 47,460 $3.2M
Spire Wealth Management 0.11% Add +96.2% 46,988 $3.2M
truNorth Financial Services, Inc. 3.31% Reduce -17.8% 46,945 $3.2M
Wedbush Securities Inc. 0.09% Add +4.2% 46,550 $3.2M
Hoey Investments, Inc. 0.46% Add +29.4% 46,184 $3.1M
Caitlin John, LLC 1.89% Reduce -10.8% 45,944 $3.1M
Gemmer Asset Management LLC 0.25% Add +110.0% 45,799 $3.1M
OneDigital Investment Advisors LLC 0.03% Add +1.8% 45,049 $3.1M
Benjamin Edwards Inc. 0.03% Add +6.5% 45,049 $3.1M
Centennial Wealth Advisory LLC 0.74% Reduce -14.2% 44,791 $3.1M
WealthCare Investment Partners, LLC 0.85% Add +1.5% 46,747 $3.0M
Lake Hills Wealth Management, LLC 1.68% Reduce -52.2% 43,965 $3.0M
Principal Securities, Inc. 0.04% Reduce -9.8% 43,755 $3.0M
Investment Partners, LTD. 1.06% Add +1.7% 43,635 $3.0M
Cadent Capital Advisors, LLC 0.79% Reduce -51.0% 43,634 $3.0M
OpenArc Corporate Advisory, LLC 0.04% Add +4.7% 43,417 $3.0M
One Charles Private Wealth Services, LLC 0.74% Reduce -5.0% 43,315 $3.0M
Independent Wealth Advisors LLC 2.89% Reduce -5.5% 43,206 $2.9M
Moors & Cabot, Inc. 0.13% Reduce -16.3% 43,014 $2.9M
Geneos Wealth Management Inc. 0.07% Reduce -41.7% 43,007 $2.9M
RFG Advisory, LLC 0.05% Add +208.8% 42,984 $2.9M
Violich Capital Management, Inc. 0.34% Reduce -1.2% 42,310 $2.9M
Ieq Capital, LLC 0.01% Reduce -34.5% 41,927 $2.9M
Fiduciary Alliance LLC 0.17% Reduce -24.5% 39,697 $2.9M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -12.8% 43,096 $2.8M
First Command Advisory Services, Inc. 0.02% Reduce -0.2% 41,580 $2.8M
Sprott Inc. 0.09% Reduce -41.0% 41,545 $2.8M
Regions Financial Corp. 0.02% Reduce -36.7% 41,363 $2.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.65% New 40,538 $2.8M
Strategic Blueprint, LLC 0.16% Reduce -37.4% 40,381 $2.8M
Mezzasalma Advisors, LLC 0.70% Reduce -14.6% 40,292 $2.7M
Robinson Value Management, Ltd. 1.53% Reduce -25.9% 40,212 $2.7M
Fielder Capital Group LLC 0.60% Reduce -55.6% 40,106 $2.7M
Financial Plan, Inc. 0.29% Reduce -1.8% 40,026 $2.7M
DCF Advisers, LLC 1.03% Reduce -44.8% 40,000 $2.7M
Flagship Harbor Advisors, LLC 0.12% Add +1.4% 39,605 $2.7M
Rakuten Securities, Inc. 1.12% Reduce -50.9% 39,537 $2.7M
TD Private Client Wealth LLC 0.06% Reduce -21.8% 39,522 $2.7M
McCarter Private Wealth Services LLC 1.16% No change 39,250 $2.7M
Williams & Novak, LLC 2.00% Reduce -40.4% 39,105 $2.7M
Coastal Bridge Advisors, LLC 0.19% Add +1.6% 38,788 $2.6M
M&T Bank Corp 0.01% Reduce -4.6% 38,787 $2.6M
Wealthspan Partners, LLC 0.93% Add +1.2% 38,716 $2.6M
Bank of Nova Scotia 0.00% New 38,413 $2.6M
Choreo, LLC 0.03% Reduce -1.1% 38,172 $2.6M
Acorn Wealth Advisors, LLC 0.75% Add +19.4% 37,969 $2.6M
IFP Advisors, Inc 0.05% Add +13.1% 37,940 $2.6M
Royal Palms Capital LLC 2.55% Reduce -52.3% 37,767 $2.6M
Prime Capital Investment Advisors, LLC 0.03% Reduce -0.2% 37,683 $2.6M
Capital Advisors Inc. 0.04% Add +4.5% 37,647 $2.6M
Avior Wealth Management, LLC 0.07% Reduce -20.2% 36,913 $2.5M
Ausdal Financial Partners, Inc. 0.11% Reduce -8.2% 36,856 $2.5M
Revisor Wealth Management LLC 0.69% Add +4.0% 36,775 $2.5M
Clare Market Investments LLC 0.52% — 36,617 $2.5M
Symphony Financial, Ltd. Co. 0.33% Reduce -37.1% 37,300 $2.5M
Patten Group, Inc. 0.43% Reduce -3.8% 36,465 $2.5M
Kingswood Wealth Advisors, LLC 0.12% Reduce -4.6% 36,429 $2.5M
CoreCap Advisors, LLC 0.08% Reduce -51.1% 35,465 $2.4M
Clear Creek Financial Management, LLC 0.18% Reduce -9.6% 35,177 $2.4M
Shay Capital LLC 0.34% New 35,000 $2.4M
Discipline Wealth Solutions, LLC 0.25% Reduce -13.0% 34,978 $2.4M
Eaton Financial Holdings Company, LLC 0.77% Reduce -19.2% 34,592 $2.4M
Focus Financial Network, Inc. 0.08% Reduce -5.4% 34,288 $2.3M
WNY Asset Management, LLC 0.24% — 34,285 $2.3M
Florida Financial Advisors, LLC 0.55% Reduce -21.5% 33,782 $2.3M
GM Advisory Group, LLC 0.09% Add +1.3% 33,685 $2.3M
Pekin Hardy Strauss, Inc. 0.24% Reduce -43.4% 33,660 $2.3M
Alamea Verwaltungs GmbH 1.69% No change 33,460 $2.3M
Wealth Quarterback LLC 0.89% Add +83.8% 33,204 $2.3M
Tudor Financial Inc. 1.16% Reduce -1.3% 33,202 $2.3M
First Foundation Advisors 0.09% Add +44.6% 33,046 $2.3M
Alphadyne Asset Management LP 0.29% New 33,000 $2.2M
Stokes Family Office, LLC 0.23% No change 32,800 $2.2M
Cushing Capital Partners, LLC 1.72% Reduce -44.4% 32,761 $2.2M
SilverOak Wealth Management LLC 0.35% No change 32,681 $2.2M
Linden Thomas Advisory Services, LLC 0.21% Add +4.5% 32,632 $2.2M
Stevens Capital Management LP 0.34% Add +229.2% 32,586 $2.2M
Brown Advisory Inc. 0.00% Add +17.1% 32,253 $2.2M
Keystone Financial Group 0.15% Reduce -7.3% 32,243 $2.2M
Royal Fund Management, LLC 0.21% Add +172.5% 32,217 $2.2M
Columbus Macro, LLC 0.23% Add +27.6% 32,113 $2.2M
Toronto Dominion Bank 0.00% Reduce -56.9% 32,001 $2.2M
Johnson Investment Counsel Inc. 0.02% New 31,893 $2.2M
Keybank National Association 0.01% Add +1.7% 31,537 $2.1M
Northern Trust Corp. 0.00% Add +9.8% 31,247 $2.1M
Betterment LLC 0.00% Add +60.0% 30,978 $2.1M
Principal Financial Group Inc. 0.00% Reduce -66.7% 30,853 $2.1M
Quantinno Capital Management LP 0.00% Add +193.6% 30,727 $2.1M
Simon Quick Advisors, LLC 0.10% Reduce -16.2% 30,680 $2.1M
Wealthspire Retirement, LLC 0.12% Reduce -19.9% 30,240 $2.1M
Professional Financial Advisors, LLC 0.42% Add +2.6% 30,201 $2.1M
Brevan Howard Capital Management LP 0.02% New 30,000 $2.0M
Parsons Capital Management Inc. 0.09% Reduce -1.0% 29,945 $2.0M
Horizon Kinetics Asset Management LLC 0.02% Add +1.6% 29,855 $2.0M
Diversify Wealth Management, LLC 0.04% Add +512.9% 31,221 $2.0M
Point Nemo Capital, LLC 1.33% Add +31.5% 29,603 $2.0M
Mizuho Markets Cayman LP 0.11% New 29,433 $2.0M
Abbington Investment Group 1.16% Reduce -67.1% 29,354 $2.0M
E&G Advisors, LLC 0.44% Reduce -26.9% 29,021 $2.0M
Titiun Yejiel 2.00% New 29,018 $2.0M
Essex Financial Services, Inc. 0.11% Reduce -28.4% 28,907 $2.0M
Ameliora Wealth Management Ltd. 0.63% Reduce -66.7% 28,907 $2.0M
Bank of Stockton 0.61% No change 28,890 $2.0M
Valeo Financial Advisors, LLC 0.05% Add +1.6% 28,822 $2.0M
Ingalls & Snyder LLC 0.07% Add +0.2% 28,714 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -3.6% 28,709 $2.0M
Zhang Financial LLC 0.07% Reduce -0.6% 28,278 $1.9M
Golden State Wealth Management, LLC 0.21% Add +176.9% 28,268 $1.9M
Whittier Trust Co. 0.02% Reduce -1.6% 29,060 $1.9M
Koshinski Asset Management, Inc. 0.12% Reduce -6.3% 28,096 $1.9M
Sunbelt Securities, Inc. 0.12% Reduce -31.7% 27,701 $1.9M
Stenham Asset Management Ltd 0.92% No change 27,700 $1.9M
Park Avenue Securities LLC 0.01% Reduce -33.3% 27,531 $1.9M
Brookwood Investment Group LLC 0.24% Reduce -74.2% 27,523 $1.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.77% Add +9.5% 27,351 $1.9M
Cypress Wealth Services, LLC 0.26% Reduce -0.6% 27,312 $1.9M
WESCAP Management Group, Inc. 0.36% Reduce -84.5% 26,983 $1.8M
Regal Investment Advisors LLC 0.11% Reduce -15.0% 26,903 $1.8M
Empowered Funds, LLC 0.01% Add +7.8% 26,885 $1.8M
N.E.W. Advisory Services LLC 0.14% Add +0.6% 26,791 $1.8M
PFG Advisors 0.09% Reduce -20.4% 26,786 $1.8M
Nicolet Bankshares Inc. 0.07% New 26,782 $1.8M
Texas Yale Capital Corp. 0.05% No change 26,750 $1.8M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -6.9% 26,746 $1.8M
Rooted Wealth Advisors, Inc. 0.48% Add +15.7% 25,109 $1.8M
Hibernia Wealth Partners, LLC 0.53% Add +2.1% 26,542 $1.8M
Quadrature Capital Ltd 0.02% New 26,459 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -2.5% 26,360 $1.8M
Van Hulzen Asset Management, LLC 0.13% Reduce -12.0% 26,227 $1.8M
HighPoint Advisor Group LLC 0.07% Reduce -15.1% 26,226 $1.8M
Signaturefd, LLC 0.03% Reduce -5.4% 25,906 $1.8M
Main Street Financial Solutions, LLC 0.13% Reduce -33.5% 25,849 $1.8M
NWF Advisory Services Inc. 0.20% Reduce -35.1% 25,820 $1.8M
Bayshore Capital Advisors, LLC 0.74% Reduce -8.6% 25,750 $1.8M
Focus Partners Advisor Solutions, LLC 0.02% Add +674.8% 25,407 $1.7M
Wealthspire Advisors, LLC 0.01% Add +71.7% 25,370 $1.7M
Stablepoint Partners, LLC 0.26% Add +4.7% 25,174 $1.7M
Fifth Third Wealth Advisors LLC 0.06% Add +33.1% 24,898 $1.7M
Evermay Wealth Management LLC 0.19% Reduce -20.2% 24,859 $1.7M
Glenmede Trust Co. NA 0.01% Reduce -36.5% 24,655 $1.7M
OneAscent Financial Services LLC 0.09% Add +457.3% 24,629 $1.7M
Thoroughbred Financial Services, LLC 0.10% Add +8.6% 24,448 $1.7M
Alterna Wealth Management, Inc. 1.26% Add +146.4% 24,404 $1.7M
Kera Capital Partners, Inc. 0.20% Add +59.7% 24,392 $1.7M
Rehmann Capital Advisory Group 0.09% Add +43.6% 24,294 $1.7M
Fox Hill Wealth Management 0.80% Reduce -64.5% 24,271 $1.7M
Cathy Pareto & Associates, Inc. 1.11% Add +2.5% 24,203 $1.6M
FMR LLC 0.00% Reduce -78.3% 23,946 $1.6M
Gradient Capital Advisors, LLC 0.42% Reduce -3.3% 23,899 $1.6M
Parallel Advisors, LLC 0.03% Add +136.5% 23,896 $1.6M
TopTier Wealth Management, LLC 1.00% Add +0.1% 23,832 $1.6M
Callan Family Office, LLC 0.04% Add +17.7% 23,815 $1.6M
Vanguard Capital Wealth Advisors 1.50% Reduce -26.4% 23,784 $1.6M
Dakota Wealth Management 0.04% Add +2.2% 23,762 $1.6M
Global View Capital Management LLC 0.43% Reduce -56.1% 23,761 $1.6M
IKE Capital, LLC 0.91% Reduce -32.3% 23,650 $1.6M
CSS LLC 0.25% Reduce -44.2% 23,530 $1.6M
LifeWealth Investments, LLC 0.48% Reduce -69.6% 23,520 $1.6M
Larson Financial Group LLC 0.05% Add +18.6% 23,276 $1.6M
W1M Asset Management Ltd 0.02% Add +14.6% 23,175 $1.6M
Herold Advisors, Inc. 0.35% Add +1.3% 23,162 $1.6M
Moulton Wealth Management, Inc. 1.07% New 23,994 $1.6M
Founders Financial Alliance, LLC 0.28% Add +13.9% 23,058 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +30.5% 23,018 $1.6M
Brighton Jones LLC 0.03% New 23,012 $1.6M
Broyhill Asset Management, LLC 1.54% No change 23,000 $1.6M
Terra Nova Asset Management LLC 1.16% New 22,970 $1.6M
Capital Investment Advisors, LLC 0.02% Add +15.3% 22,917 $1.6M
Signal Advisors Wealth, LLC 0.11% Add +50.3% 22,721 $1.5M
CMT Capital Markets Trading GmbH 0.72% New 22,725 $1.5M
Quadcap Wealth Management, LLC 0.18% Add +1.8% 22,702 $1.5M
Nalls Sherbakoff Group, LLC 1.13% Reduce -10.5% 22,524 $1.5M
Pinnacle Family Advisors, LLC 0.72% Reduce -11.7% 22,406 $1.5M
Retirement Planning Group, LLC 0.05% Add +46.1% 22,385 $1.5M
Retirement Capital Strategies 0.58% Reduce -76.6% 22,333 $1.5M
BOS Asset Management, LLC 0.39% Reduce -23.6% 22,326 $1.5M
WJ Financial Advisors LLC 1.22% Add +4.8% 22,211 $1.5M
Bison Wealth, LLC 0.15% Add +5.8% 19,028 $1.5M
Hyposwiss Advisors SA 1.49% No change 22,130 $1.5M
Simmons Bank 0.10% Reduce -32.6% 22,084 $1.5M
Baldwin Wealth Partners LLC 0.11% Reduce -17.8% 22,059 $1.5M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.14% Reduce -0.7% 22,026 $1.5M
Empire Financial Management Company, LLC 0.34% Reduce -54.7% 22,001 $1.5M
BTC Capital Management, Inc. 0.10% No change 22,000 $1.5M
Jaffetilchin Investment Partners, LLC 0.09% Add +8.2% 21,964 $1.5M
Crescent Grove Advisors, LLC 0.15% Reduce -65.1% 21,877 $1.5M
Kercheville Advisors, LLC 0.48% Reduce -62.0% 21,825 $1.5M
Welch Group, LLC 0.06% Reduce -20.0% 21,791 $1.5M
LexAurum Advisors, LLC 0.19% — 21,693 $1.5M
Rathbones Group PLC 0.01% Reduce -18.6% 21,506 $1.5M
Ancora Advisors LLC 0.03% Reduce -22.2% 21,486 $1.5M
CPR Investments Inc. 0.97% New 21,425 $1.5M
IMG Wealth Management, Inc. 0.93% No change 21,306 $1.5M
Conservest Capital Advisors, Inc. 0.13% Reduce -0.6% 21,261 $1.4M
Harbor Investment Advisory, LLC 0.11% Reduce -17.1% 21,197 $1.4M
Rosenberg Matthew Hamilton 0.29% Reduce -0.3% 21,106 $1.4M
Elevation Wealth Management LLC 1.32% Add +1.1% 21,083 $1.4M
Nicholas Hoffman & Company, LLC. 0.03% Reduce -28.2% 20,938 $1.4M
Principia Wealth Advisory, LLC 0.81% Reduce -51.5% 20,937 $1.4M
Soltis Investment Advisors LLC 0.09% Add +0.7% 20,904 $1.4M
Impact Partnership Wealth, LLC 0.18% Reduce -9.8% 20,872 $1.4M
Providence First Trust Co 0.50% Add +15.4% 20,860 $1.4M
Fiduciary Trust Co 0.02% No change 20,759 $1.4M
Gladstone Institutional Advisory LLC 0.05% Reduce -9.7% 20,499 $1.4M
O'ROURKE & COMPANY, Inc 0.55% Reduce -2.6% 20,470 $1.4M
Bridgewealth Advisory Group, LLC 0.29% Reduce -24.4% 20,431 $1.4M
Oakworth Capital, Inc. 0.07% Add +7.5% 20,430 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -52.5% 20,400 $1.4M
Titleist Asset Management, LLC 0.10% Reduce -8.0% 20,392 $1.4M
Procyon Advisors, LLC 0.07% Reduce -23.3% 20,352 $1.4M
Daiwa Securities Group Inc. 0.00% Reduce -16.6% 20,300 $1.4M
Ellis Investment Partners, LLC 0.24% Add +526.3% 20,230 $1.4M
Cary Street Partners Financial LLC 0.03% Reduce -7.6% 20,170 $1.4M
Founders Financial Securities LLC 0.08% Reduce -20.8% 20,038 $1.4M
ION Fund Management Ltd 0.21% Reduce -94.2% 20,100 $1.4M
United Financial Planning Group LLC 0.81% Add +24.3% 20,068 $1.4M
Csenge Advisory Group 0.06% Add +21.9% 19,996 $1.4M
Altfest L J & Co. Inc. 0.15% Reduce -87.4% 19,982 $1.4M
Foguth Wealth Management, LLC. 0.16% Add +12.0% 19,779 $1.4M
Ethos Financial Group, LLC 0.10% Add +1.5% 19,655 $1.3M
Pinnacle Associates Ltd. 0.02% Add +0.1% 19,589 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +30.2% 19,429 $1.3M
Financial Sense Advisors, Inc. 0.31% Reduce -6.4% 19,353 $1.3M
Evergreen Capital Management LLC 0.03% Reduce -43.8% 19,340 $1.3M
Simplicity Wealth,LLC 0.07% Add +15.4% 19,282 $1.3M
Argent Trust Co 0.04% Reduce -41.1% 19,260 $1.3M
Wealth Management Associates, Inc. 0.45% Add +7.5% 19,235 $1.3M
Evercore Wealth Management, LLC 0.02% Reduce -40.2% 19,179 $1.3M
Q3 Asset Management 0.32% New 19,104 $1.3M
Fiduciary Financial Group, LLC 0.17% Add +0.2% 19,070 $1.3M
L. Roy Papp & Associates, LLP 0.15% No change 19,000 $1.3M
Adamsbrown Wealth Consultants LLC 0.34% Add +43.5% 18,977 $1.3M
PKS Advisory Services, LLC 0.30% Add +292.8% 18,801 $1.3M
Realta Investment Advisors 0.45% Reduce -11.1% 18,872 $1.3M
Hudock, Inc. 0.19% Reduce -0.3% 18,788 $1.3M
Calton & Associates, Inc. 0.18% Reduce -22.5% 18,649 $1.3M
Advisory Alpha, LLC 0.03% Reduce -12.5% 18,634 $1.3M
First National Trust Co 0.04% Reduce -19.8% 18,569 $1.3M
Bienville Capital Management, LLC 0.24% No change 18,362 $1.3M
SeaCrest Wealth Management, LLC 0.13% Reduce -5.6% 18,101 $1.2M
Verus Capital Partners, LLC 0.08% Reduce -25.2% 17,995 $1.2M
Stratos Wealth Advisors, LLC 0.08% Reduce -24.2% 17,893 $1.2M
Clifford Swan Investment Counsel LLC 0.04% Reduce -54.1% 17,881 $1.2M
New England Professional Planning Group Inc. 0.51% Add +0.9% 17,774 $1.2M
Tepp RIA, LLC 0.95% Reduce -73.8% 17,752 $1.2M
Aprio Wealth Management, LLC 0.07% Add +4.6% 17,739 $1.2M
Swisher Financial Concepts, Inc. 0.68% Add +0.8% 17,731 $1.2M
Human Investing LLC 0.18% Reduce -3.7% 17,677 $1.2M
Verity Asset Management, Inc. 0.50% Reduce -47.1% 17,526 $1.2M
International Assets Investment Management, LLC 0.08% Add +2.1% 17,438 $1.2M
Rothschild Investment LLC 0.06% Add +10.4% 17,433 $1.2M
Natixis 0.00% Reduce -74.5% 17,357 $1.2M
Kurv Investment Management LLC 1.25% New 18,576 $1.2M
Ascentis Independent Advisors 0.09% Add +9.8% 17,262 $1.2M
FLC Capital Advisors 0.21% Add +4.1% 17,182 $1.2M
Kiley Juergens Wealth Management, LLC 0.21% Reduce -7.2% 17,165 $1.2M
Natixis Advisors, LLC 0.00% Add +52.9% 17,067 $1.2M
Prosperity Consulting Group, LLC 0.05% Reduce -19.4% 17,049 $1.2M
Fidelis Capital Partners, LLC 0.08% Add +15.7% 16,796 $1.1M
Clarus Group, Inc. 0.41% No change 16,750 $1.1M
DDFG, Inc 0.24% Reduce -10.7% 16,644 $1.1M
Beacon Capital Management, LLC 0.20% Add +85.1% 16,583 $1.1M
Praxis Capital Management LLC 2.63% New 16,500 $1.1M
Artesa Financial Group, LLC 1.07% Add +77.7% 16,470 $1.1M
Sharkey, Howes & Javer 0.15% Reduce -32.4% 16,413 $1.1M
Rahlfs Capital, LLC 0.82% Reduce -49.8% 16,325 $1.1M
Spectrum Wealth Advisory Group, LLC 0.41% Reduce -0.3% 16,320 $1.1M
Curran Financial Partners, LLC 0.20% Reduce -4.9% 16,267 $1.1M
CORDA Investment Management, LLC. 0.08% New 16,259 $1.1M
PW Nova Financial Services LLC 0.30% New 16,248 $1.1M
Portfolio Strategies, Inc. 0.14% Add +20.4% 16,236 $1.1M
Rossby Financial, LCC 0.23% Add +1.8% 16,193 $1.1M
First Heartland Consultants, Inc. 0.08% Reduce -23.9% 16,038 $1.1M
Rye Brook Capital LLC 1.00% New 15,963 $1.1M
Mission Wealth Management, LP 0.02% Add +2.7% 15,940 $1.1M
Miller Financial Services LLC 1.21% Reduce -56.4% 15,899 $1.1M
Arkos Global Advisors 0.14% Reduce -12.7% 15,893 $1.1M
Sovereign Financial Group, Inc. 0.19% Add +1.6% 15,870 $1.1M
SFG Wealth Management, LLC. 0.44% Add +2.7% 15,843 $1.1M
SCS Capital Management LLC 0.01% Reduce -6.6% 15,836 $1.1M
MCF Advisors LLC 0.05% Reduce -14.7% 15,834 $1.1M
AGH Wealth Advisors, LLC 0.79% New 15,807 $1.1M
Savant Capital, LLC 0.01% Reduce -39.9% 15,618 $1.1M
Resolute Wealth Strategies, LLC 0.46% Reduce -40.7% 15,585 $1.1M
Stephen J. Garry & Associates, LLC 0.85% Add +69.6% 15,580 $1.1M
Wealthstar Advisors, LLC 0.63% Add +197.0% 15,556 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.08% No change 15,505 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -2.7% 15,307 $1.0M
Sound Income Strategies, LLC 0.05% Reduce -39.1% 15,284 $1.0M
Dymon Asia Capital (singapore) Pte. LTD. 0.23% New 15,258 $1.0M
Bluesphere Advisors LLC 0.37% Reduce -47.8% 15,212 $1.0M
Beaumont Financial Advisors, LLC 0.07% Reduce -4.8% 15,193 $1.0M
Winmill & Co. Inc. 0.30% Reduce -28.5% 15,070 $1.0M
Wilmar Advisors LLC 0.88% Reduce -57.1% 15,000 $1.0M
Murchinson Ltd. 0.41% New 15,000 $1.0M
Cinctive Capital Management LP 0.07% New 15,000 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Add +0.6% 15,000 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -48.3% 14,999 $1.0M
SkyView Investment Advisors, LLC 0.14% No change 15,000 $1.0M
Advyzon Investment Management, LLC 0.09% New 14,959 $1.0M
WCG Wealth Advisors LLC 0.03% Reduce -2.7% 14,924 $1.0M
Pathfinder Wealth Consulting, Inc. 0.66% Add +1.4% 14,915 $1.0M
Wealth Enhancement Trust Services, Inc. 0.12% Reduce -49.8% 14,902 $1.0M
Two Sigma Securities, LLC 0.12% New 14,893 $1.0M
Hilltop Holdings Inc. 0.09% Reduce -10.6% 14,883 $1.0M
Integrity Alliance, Llc. 0.04% Reduce -24.3% 14,868 $1.0M
Taylor & Morgan Wealth Management, LLC 0.58% Add +0.3% 14,809 $1.0M
Muirfield Wealth Advisors LLC 0.74% Reduce -16.4% 14,793 $1.0M
Clear Street Group Inc. 0.01% Reduce -13.2% 14,740 $1.0M
SteelPeak Wealth, LLC 0.03% Reduce -39.5% 14,660 $999K
Grandview Asset Management LLC 0.29% No change 14,646 $998K
Cardiff Park Advisors, LLC 0.08% Add +3.9% 14,471 $986K
URS Advisory LLC 0.72% Reduce -64.7% 14,446 $984K
Isthmus Partners, LLC 0.10% Reduce -0.7% 14,410 $982K
Avantax Planning Partners, Inc. 0.03% Add +18.5% 14,400 $981K
Moneta Group Investment Advisors LLC 0.01% Reduce -24.4% 14,245 $971K
Abacus Planning Group, Inc. 0.13% New 14,141 $964K
Zacks Investment Management 0.01% Reduce -19.8% 14,137 $963K
Focused Alpha, LLC 0.30% Add +2.8% 14,070 $959K
Premier Financial Group 0.16% Reduce -14.6% 13,924 $957K
Everest Financial Group LLC 0.16% Add +100.9% 13,957 $951K
Aviance Capital Partners, LLC 0.11% Add +29.8% 13,876 $946K
Huntington National Bank 0.01% New 13,871 $945K
Activest Wealth Management 0.16% Add +31.8% 13,765 $938K
Insight Advisors, LLC/ PA 0.18% Reduce -19.0% 13,716 $935K
Indiana Trust & Investment Management Co 0.29% No change 13,670 $931K
Delta Investment Management, LLC 0.17% New 13,645 $930K
Apeiron RIA LLC 0.21% Add +29.6% 13,613 $928K
StoneX Group Inc. 0.05% Reduce -43.2% 14,086 $927K
First Trust Advisors LP 0.00% Add +0.6% 13,595 $926K
Paller Financial Services Inc 0.76% Reduce -16.0% 13,502 $920K
Citizens Financial Group Inc. 0.01% Add +41.5% 13,475 $918K
O'shaughnessy Asset Management, LLC 0.00% Reduce -15.3% 13,429 $915K
Worth Asset Management, LLC 0.34% Reduce -1.8% 13,220 $901K
Union Bancaire Privee, UBP SA 0.01% Reduce -90.7% 14,554 $899K
Gen-Wealth Partners Inc 0.28% Add +1.3% 13,181 $898K
CIBC Asset Management Inc 0.00% New 13,177 $898K
Valmark Advisers, Inc. 0.01% Reduce -21.2% 13,151 $896K
CX Institutional 0.03% Reduce -5.5% 13,116 $894K
American Institute for Advanced Investment Management, LLP 0.58% Add +31.0% 13,104 $893K
Performance Wealth Partners, LLC 0.03% Add +7.9% 13,054 $890K
Durante & Waters, LLC 0.64% No change 13,040 $889K
Modern Wealth Management, LLC 0.02% Reduce -11.8% 13,028 $888K
Granite Harbor Advisors, Inc. 0.39% Reduce -24.0% 12,993 $885K
Madison Wealth Partners, Inc 0.14% Add +11.4% 12,967 $884K
Advance Capital Management, Inc. 0.03% Reduce -3.5% 12,960 $883K
S.A. Mason LLC 0.33% No change 12,955 $883K
XTX Topco Ltd 0.02% Add +229.2% 12,827 $874K
Innovative Asset Advisors Group, LLC 0.50% — 12,767 $870K
Continuum Advisory, LLC 0.08% Reduce -23.2% 12,743 $868K
Copia Wealth Management 0.60% Reduce -8.0% 12,734 $868K
Legacy Wealth Managment, LLC 0.43% Add +6137.4% 12,662 $863K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -63.2% 12,658 $863K
Verition Fund Management LLC 0.01% Reduce -69.9% 12,584 $857K
Measured Wealth Private Client Group, LLC 0.23% Reduce -1.8% 12,536 $854K
Monograph Wealth Advisors, LLC 0.08% Reduce -20.9% 12,500 $852K
New Wave Wealth Advisors LLC 0.30% Reduce -48.1% 12,488 $851K
All Terrain Financial Advisors, LLC 0.26% Add +90.2% 12,442 $848K
Phillips Financial Management, LLC 0.06% Reduce -13.9% 12,405 $845K
Rare Wolf Capital LLC 0.55% No change 12,401 $845K
Finer Wealth Management, Inc. 0.43% Add +12.7% 12,400 $845K
City Holding Co. 0.11% Reduce -22.5% 12,354 $842K
CWA Asset Management Group, LLC 0.03% Reduce -89.0% 12,317 $839K
BCS Private Wealth Management, Inc. 0.25% Reduce -5.9% 12,295 $838K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 12,200 $831K
RiverGlades Family Offices LLC 0.49% — 12,150 $828K
Wesbanco Bank Inc. 0.02% Reduce -2.5% 12,117 $826K
Ironsides Asset Advisors, LLC 0.21% Reduce -0.2% 12,075 $823K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.38% New 12,040 $820K
Franklin Resources Inc. 0.00% Add +23.4% 12,005 $818K
Sharp Wealth Advisory, LLC 0.40% Reduce -27.1% 12,000 $818K
Marathon Trading Investment Management LLC 0.25% Add +300.0% 12,000 $818K
BigSur Wealth Management LLC 0.23% New 12,000 $818K
MidFirst Bank 0.07% No change 12,000 $818K
Leigh Baldwin & Co., LLC 0.53% Add +2.6% 11,990 $817K
Clearstead Advisors, LLC 0.01% Add +24.7% 11,989 $817K
Freestone Capital Holdings, LLC 0.02% Reduce -4.2% 11,953 $814K
Ritholtz Wealth Management 0.01% Reduce -8.2% 11,947 $814K
Gibbs Wealth Management 0.11% Add +69.3% 11,927 $813K
Montis Financial, LLC 0.17% Reduce -26.6% 11,900 $811K
Vise Technologies, Inc. 0.02% No change 12,585 $811K
Wealth Effects LLC 0.29% Reduce -34.6% 11,890 $810K
Dagco, Inc. 0.17% Add +2.2% 11,830 $806K
Journey Advisory Group, LLC 0.07% Reduce -34.5% 11,793 $804K
Leo Wealth, LLC 0.06% Add +52.7% 11,702 $797K
FWL Investment Management, LLC 0.17% Add +40069.0% 11,649 $794K
Trek Financial, LLC 0.04% Reduce -93.6% 11,614 $791K
Lee Financial Co 0.11% Add +26.2% 11,524 $785K
Crumly & Associates Inc. 0.16% Add +1.1% 11,508 $784K
Private Trust Co. NA 0.07% Reduce -10.4% 11,505 $784K
BLB&B Advisors, LLC 0.03% Add +7.8% 11,496 $783K
Prasad Wealth Partners, LLC 0.21% Add +30.8% 11,472 $782K
Aptus Capital Advisors, LLC 0.01% Reduce -25.5% 11,454 $780K
Blue Bell Private Wealth Management, LLC 0.11% Reduce -2.3% 11,371 $775K
Hamilton Wealth, LLC 0.15% Reduce -31.9% 11,360 $774K
Berger Financial Group, Inc 0.04% Reduce -6.8% 11,329 $772K
Aspire Capital Advisors LLC 0.17% Add +19.0% 11,317 $771K
Ignite Planners, LLC 0.12% Reduce -6.0% 11,206 $765K
EFG International AG 0.02% Reduce -91.4% 11,249 $764K
Apella Capital, LLC 0.01% Add +13.6% 10,351 $762K
Integrity Financial Corp 0.38% Add +8.7% 11,179 $762K
Peak Retirement Planning, Inc. 0.15% Add +12.8% 11,177 $762K
Curated Wealth Partners LLC 0.10% No change 11,105 $757K
McIlrath & Eck, LLC 0.06% Add +3644.3% 11,083 $755K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +6.2% 11,081 $755K
Avidian Wealth Enterprises, LLC 0.02% Add +2.3% 11,076 $755K
Morton Capital Management LLC 0.11% Add +24.6% 11,053 $753K
Values First Advisors, Inc. 0.39% Reduce -37.4% 11,024 $751K
Palladiem, LLC 0.72% No change 10,975 $751K
Bucket List Wealth Management, LLC 0.45% Reduce -27.9% 11,009 $750K
Segment Wealth Management, LLC 0.04% Add +3.6% 10,980 $748K
AlphaCore Capital LLC 0.02% Reduce -39.0% 10,955 $746K
Good Steward Wealth Advisors,LLC 0.48% Add +4.0% 10,915 $744K
Stratos Investment Management, LLC 0.03% Reduce -10.3% 10,852 $739K
Silver Grove Financial Group, Inc. 0.59% Reduce -1.8% 10,831 $738K
West Michigan Advisors, LLC 0.16% Reduce -0.6% 10,820 $737K
Bogart Wealth, LLC 0.03% Reduce -26.0% 10,692 $729K
Financial Engines Advisors L.L.C. 0.00% New 10,570 $720K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Add +8.1% 10,549 $719K
Truepoint, Inc. 0.02% No change 10,544 $718K
Garden State Investment Advisory Services LLC 0.17% New 10,526 $717K
Total Clarity Wealth Management, Inc. 0.17% Reduce -29.7% 10,498 $715K
Alternative Investment Advisors, LLC. 0.31% Add +1.5% 10,393 $708K
Apriem Advisors 0.07% New 10,349 $705K
First Business Financial Services, Inc. 0.06% Reduce -15.5% 10,330 $704K
Curi Capital, LLC 0.01% Reduce -2.9% 10,281 $701K
Vantage Point Financial LLC 0.25% Add +22.8% 10,281 $701K
Arax Advisory Partners 0.02% Reduce -68.4% 10,243 $700K
AMJ Financial Wealth Management 0.17% Reduce -0.3% 10,270 $700K
Quadrant Private Wealth Management, LLC 0.11% Reduce -28.7% 10,265 $699K
Creative Financial Designs Inc. 0.04% Reduce -53.5% 10,249 $698K
Cullen/Frost Bankers, Inc. 0.01% Add +7.0% 10,245 $698K
Financial Designs Corp 0.39% Add +1.5% 10,244 $698K
Element Wealth, LLC 0.29% Reduce -51.3% 10,243 $698K
Net Worth Advisory Group 0.14% Reduce -6.1% 10,243 $698K
American Trust 0.06% Add +9.3% 10,231 $697K
Keynote Financial Services LLC 0.37% Reduce -21.3% 10,208 $696K
Smithfield Trust Co 0.03% Add +7.6% 10,162 $692K
Bulltick Wealth Management, LLC 0.15% Reduce -78.9% 10,000 $681K
RBF Capital, LLC 0.03% New 10,000 $681K
JNBA Financial Advisors 0.06% Reduce -7.0% 9,980 $680K
Access Financial Services, Inc. 0.24% Add +0.8% 9,980 $680K
KFG Wealth Management, LLC 0.09% Reduce -7.0% 9,912 $675K
Uhlmann Price Securities, LLC 0.05% Reduce -32.7% 8,833 $675K
Hunter Associates Investment Management LLC 0.09% New 9,909 $675K
Exencial Wealth Advisors, LLC 0.02% Add +15.8% 9,869 $672K
Strong Retirement Solutions LLC 0.47% Add +67.3% 9,850 $671K
Tyche Wealth Partners LLC 0.10% Add +4.2% 9,810 $668K
Pinnacle Bancorp, Inc. 0.20% Add +0.1% 9,780 $666K
Gotham Asset Management 0.00% No change 9,770 $666K
GWN Securities Inc. 0.13% Add +11.5% 9,743 $664K
Harfst & Associates, Inc. 0.12% Reduce -14.3% 9,711 $662K
Mesirow Financial Investment Management, Inc. 0.01% Add +137.5% 9,685 $660K
VectorGlobal IAG, Inc. 0.17% — 9,674 $659K
Blue Water Asset Management 0.23% Add +37.9% 9,656 $658K
LeClair Wealth Partners LLC 0.23% New 9,656 $658K
Tradition Wealth Management, LLC 0.05% Reduce -4.3% 9,641 $657K
AdvisorNet Financial, Inc 0.03% Reduce -38.3% 9,638 $657K
VestGen Investment Management 0.36% Reduce -25.7% 9,612 $655K
Walled Lake Planning & Wealth Management, LLC 0.19% New 9,611 $655K
Verdence Capital Advisors LLC 0.04% Reduce -12.1% 9,609 $655K
Trustmark Bank Trust Department 0.04% Reduce -0.5% 9,577 $653K
MTM Financial Group, LLC 0.30% Add +4.4% 9,504 $648K
Ardent Capital Management, Inc. 0.28% No change 9,500 $647K
1ST Source Bank 0.03% Add +26.6% 9,494 $647K
Plancorp, LLC 0.02% Add +0.1% 9,354 $646K
Goldstone Financial Group, LLC 0.07% Add +16.0% 9,450 $644K
Triad Wealth Partners, LLC 0.05% Reduce -5.3% 9,448 $644K
Regent Peak Wealth Advisors LLC 0.13% New 9,408 $641K
Seaview Investment Managers LLC 0.23% New 9,343 $637K
Fulcrum Equity Management 0.62% Add +0.8% 9,335 $636K
Weatherly Asset Management L. P. 0.05% Reduce -0.3% 9,330 $636K
Prelude Capital Management, LLC 0.05% Reduce -72.9% 9,330 $636K
Composition Wealth, LLC 0.01% Add +19.8% 9,327 $636K
SlateStone Wealth, LLC 0.05% New 9,314 $635K
Compound Planning, Inc. 0.02% Add +15.1% 9,318 $635K
WealthShield Partners, LLC 0.07% Reduce -14.4% 9,284 $633K
Lakewood Asset Management LLC 0.40% Reduce -0.4% 9,280 $632K
Aspen Wealth Management LLC 0.13% Add +6.1% 9,271 $632K
Patton Albertson Miller Group, LLC 0.07% Add +37.6% 9,269 $632K
Cutler Investment Counsel LLC 0.07% Reduce -24.6% 9,266 $631K
Artemis Wealth Advisors, LLC 0.10% No change 9,244 $630K
McGuire Capital Advisors Inc. 0.40% Reduce -61.2% 9,192 $626K
Corps Capital Advisors, LLC 0.54% Add +52.7% 9,160 $624K
HBW Advisory Services LLC 0.06% Reduce -43.5% 9,027 $615K
DV Trading LLC 0.06% Reduce -77.6% 9,003 $613K
BNC Wealth Management, LLC 0.17% No change 9,000 $613K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 8,982 $612K
Key Client Fiduciary Advisors, LLC 0.21% Add +36.5% 8,952 $610K
Aventura Private Wealth, LLC 0.22% Add +33.4% 8,907 $607K
Financial Partners Group, Inc 0.07% Add +12.8% 8,904 $607K
D.B. Root & Company, LLC 0.14% Reduce -8.2% 8,876 $605K
Wilmington Savings Fund Society, FSB 0.01% Reduce -3.8% 8,858 $604K
Aegis Financial Corp. 0.10% Reduce -50.0% 8,842 $602K
Washburn Capital Management, Inc. 0.35% New 8,808 $600K
Alta Wealth Advisors LLC 0.19% Add +3.6% 8,807 $600K
Hopwood Nicholas Hunter 0.19% Reduce -21.4% 8,805 $600K
Capital Asset Advisory Services LLC 0.02% Reduce -4.5% 8,294 $598K
Wealthcare Capital Partners, LLC 0.28% Reduce -3.7% 8,781 $598K
J Hagan Capital, Inc. 0.32% Add +29.1% 8,678 $591K
MBE Wealth Management, LLC 0.24% Reduce -10.7% 8,588 $585K
Nicholson Wealth Management Group, LLC 0.34% Add +15.5% 8,576 $584K
Gainplan LLC 0.44% New 8,550 $583K
Benson Wealth Management INC 0.79% Reduce -25.6% 8,470 $577K
Pictet North America Advisors SA 0.06% Add +79.5% 8,470 $577K
HM Payson & Co. 0.01% Add +12.0% 8,422 $574K
Parkway Wealth Management Group, LLC 0.07% Reduce -6.7% 8,379 $573K
Redwood Wealth Management Group, LLC 0.25% Reduce -49.5% 8,400 $572K
J. Safra Sarasin Holding AG 0.01% Reduce -12.5% 8,394 $572K
WESPAC Advisors, LLC 0.31% Reduce -76.3% 8,391 $572K
Victory Financial Group, LLC 0.07% Reduce -59.1% 8,311 $566K
White Knight Strategic Wealth Advisors, LLC 0.48% Reduce -68.3% 8,280 $564K
Inspirion Wealth Advisors, LLC 0.07% Reduce -2.1% 8,252 $562K
Noble Wealth Management PBC 0.29% Reduce -23.1% 8,244 $562K
Comprehensive Financial Planning, Inc. 0.39% Reduce -38.0% 8,221 $560K
Laurel Wealth Advisors LLC 0.06% Reduce -11.6% 7,661 $559K
Legacy Financial Advisors, Inc. 0.08% Reduce -10.5% 8,207 $559K
Guild Investment Management, Inc. 0.40% New 8,200 $559K
Equitable Trust Co. 0.03% Add +25.1% 8,197 $559K
Old National Bancorp 0.01% Reduce -18.9% 8,182 $558K
Vista Capital Partners, Inc. 0.06% No change 8,161 $556K
Lakeridge Wealth Management LLC 0.24% Reduce -1.2% 8,154 $556K
Decker Wealth Management LLC 0.13% No change 8,125 $554K
Flputnam Investment Management Co. 0.01% Reduce -3.1% 8,118 $553K
Peapack Gladstone Financial Corp. 0.01% Reduce -11.0% 8,113 $553K
Sassicaia Capital Advisers LLC 0.62% New 8,100 $552K
Churchill Financial Advisors, LLC 0.12% Add +49.9% 8,067 $550K
Investment Advisory Group, LLC 0.14% Add +0.3% 8,034 $547K
Azzad Asset Management Inc. 0.06% New 8,026 $547K
Resurgent Financial Advisors LLC 0.20% New 8,008 $546K
Souders Financial Advisors 0.06% Add +5.6% 8,008 $546K
Synergy Investment Management, LLC 0.18% Add +4.1% 8,005 $545K
Cacti Asset Management LLC 0.03% Reduce -60.0% 8,000 $545K
Calamos Wealth Management LLC 0.02% No change 8,000 $545K
Calamos Advisors LLC 0.00% New 8,000 $545K
Select Asset Management & Trust 0.17% No change 8,000 $545K
Haverford Trust Co 0.01% Add +8.6% 7,981 $544K
LVZ, Inc. 0.06% Add +5.3% 7,973 $543K
Whalerock Point Partners, LLC 0.11% No change 7,956 $542K
HBK Sorce Advisory LLC 0.01% Reduce -18.1% 7,425 $542K
Palisades Hudson Asset Management, L.P. 0.21% No change 7,939 $541K
Bokf, NA 0.01% Add +26.9% 7,939 $541K
Innova Wealth Partners 0.26% Reduce -13.8% 7,935 $541K
North Forty Two & Co. 0.50% Add +0.6% 7,922 $540K
Baker Avenue Asset Management, LP 0.01% Reduce -1.6% 7,888 $537K
XML Financial, LLC 0.04% Add +27.5% 7,873 $536K
Inspire Advisors, LLC 0.04% Add +2.4% 7,871 $536K
Aldebaran Financial Inc. 0.51% Add +2.0% 7,855 $535K
180 Wealth Advisors, LLC 0.06% Reduce -8.3% 7,825 $533K
NorthRock Partners, LLC 0.01% Add +135.0% 7,803 $532K
Darden Wealth Group Inc 0.27% Add +13.2% 7,798 $531K
Bradley Foster & Sargent Inc. 0.01% Reduce -17.8% 7,788 $531K
Brown Miller Wealth Management, LLC 0.15% Reduce -35.7% 7,776 $530K
Certuity, LLC 0.03% Add +20.2% 7,773 $530K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.3% 7,758 $529K
Maridea Wealth Management LLC 0.08% Reduce -43.3% 7,742 $528K
RKL Wealth Management LLC 0.05% Add +14.9% 7,709 $525K
Prepared Retirement Institute LLC 0.26% Add +7.7% 7,700 $525K
Bard Associates Inc. 0.13% Reduce -16.9% 7,700 $525K
Acorn Financial Advisory Services Inc. 0.07% Reduce -3.1% 7,688 $524K
Power Wealth Management LLC 0.20% Add +101.5% 7,682 $523K
Magnolia Capital Advisors LLC 0.10% Add +12.5% 7,675 $523K
Sei Investments Co. 0.00% New 7,660 $522K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -6.8% 7,652 $521K
Krilogy Financial LLC 0.02% Reduce -5.8% 7,296 $520K
Modera Wealth Management, LLC 0.01% Add +2.8% 7,622 $519K
Obermeyer Wealth Partners 0.02% Add +12.2% 7,587 $517K
Alteri Wealth LLC 0.17% Add +2.9% 7,573 $516K
Keystone Financial Group, Inc. 0.27% Add +69.7% 7,560 $515K
Fi3 FINANCIAL ADVISORS, LLC 0.15% No change 7,501 $511K
Strategies Wealth Advisors, LLC 0.05% New 7,487 $510K
Berkshire Asset Management LLC 0.02% No change 7,481 $510K
Compass Financial Group, INC 0.07% Add +8.8% 7,472 $509K
KKM Financial LLC 0.09% No change 7,897 $509K
Manchester Financial Inc. 0.10% Reduce -0.1% 7,459 $508K
Hohimer Wealth Management, LLC 0.06% Reduce -0.7% 7,458 $508K
Pin Oak Investment Advisors Inc. 0.36% No change 7,445 $507K
Wealth Advisors of Iowa, LLC 0.16% Add +8.6% 7,405 $505K
Intrua Financial, LLC 0.05% Reduce -4.8% 7,395 $504K
Glen Eagle Advisors, LLC 0.07% Reduce -32.6% 7,359 $501K
Basecamp Wealth Advisors LLC 0.10% New 7,343 $500K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -50.1% 7,321 $499K
Kanawha Capital Management LLC 0.04% Add +128.1% 7,300 $497K
Naples Global Advisors, LLC 0.04% Add +1.5% 7,265 $495K
Endeavor Private Wealth, Inc. 0.14% Add +8.7% 7,256 $494K
Valtinson Bruner Financial Planning LLC 0.14% Reduce -0.9% 7,246 $494K
Weitzel Financial Services, Inc. 0.19% No change 7,261 $494K
Members Trust Co 0.02% Add +0.9% 7,227 $492K
Sage Investment Advisers LLC 0.36% Add +6.9% 7,196 $490K
Buffalo Business & Estate Services Ltd. 0.07% Add +37.8% 7,167 $488K
Everpar Advisors LLC 0.17% Reduce -30.4% 7,160 $488K
WT Wealth Management 0.14% Reduce -9.1% 7,154 $487K
Avestar Capital, LLC 0.03% New 7,150 $487K
Waterloo Capital, L.P. 0.03% New 7,142 $487K
Hartmann Taylor Wealth Management, LLC 0.32% Add +36.3% 7,130 $486K
Alpha Financial Partners LLC 0.29% Add +9.2% 7,120 $485K
World Equity Group, Inc. 0.13% Add +1.1% 7,114 $485K
Rwa Wealth Partners, LLC 0.01% New 7,104 $484K
Keating Financial Advisory Services, Inc. 0.08% Add +147.0% 7,081 $482K
Baker Ellis Asset Management LLC 0.06% Reduce -14.2% 7,040 $480K
Journey Strategic Wealth LLC 0.01% Reduce -76.0% 7,029 $479K
Wolff Wiese Magana LLC 0.26% Reduce -30.6% 7,018 $478K
Adams Asset Advisors, LLC 0.05% No change 7,000 $477K
Coordinated Financial Services, Inc. 0.28% Reduce -18.3% 6,990 $476K
Intellectus Partners, LLC 0.10% Reduce -78.7% 6,985 $476K
Trilogy Capital Inc. 0.02% Add +5.7% 6,979 $476K
Security Financial Services, INC. 0.08% Reduce -4.8% 6,976 $475K
Panoramic Investment Advisors, LLC 0.26% Add +9.6% 6,954 $474K
Kraematon Investment Advisors, Inc. 0.38% No change 6,935 $473K
Smart Money Group LLC 0.14% Add +21.4% 6,924 $472K
Silverleafe Capital Partners, LLC 0.14% Reduce -60.9% 6,923 $472K
Euro Pacific Asset Management, LLC 0.05% New 5,095 $471K
Cooper Financial Group 0.05% Add +95.8% 6,882 $469K
Marathon Capital Management 0.11% Reduce -45.1% 6,872 $468K
Centerpoint Advisors, LLC 0.15% No change 6,850 $467K
Legacy Capital Wealth Management, LLC 0.27% Reduce -55.7% 6,839 $466K
Scarborough Advisors, LLC 0.05% Reduce -86.0% 6,829 $465K
Aberdeen Wealth Management LLC 0.21% No change 6,825 $465K
TBH Global Asset Management, LLC 0.09% Reduce -0.7% 6,775 $462K
Chicago Partners Investment Group LLC 0.01% Reduce -2.6% 6,518 $459K
Lanark Financial, Inc. 0.03% Reduce -7.7% 6,723 $458K
Blue Zone Wealth Advisors, LLC 0.09% No change 6,720 $458K
Purus Wealth Management, LLC 0.15% Add +35.9% 6,710 $457K
Interactive Financial Advisors, Inc. 0.30% Add +2.5% 6,685 $456K
Magnus Financial Group LLC 0.04% Add +26.6% 6,682 $455K
Grey Ledge Advisors, LLC 0.10% Reduce -24.4% 6,680 $455K
Schnieders Capital Management, Llc. 0.07% Reduce -71.8% 6,675 $455K
Tactive Advisors, LLC 0.13% Reduce -25.9% 6,669 $454K
Cannell & Spears LLC 0.01% No change 6,665 $454K
Compass Ion Advisors, LLC 0.04% Add +6.9% 6,622 $451K
Royal Capital Wealth Management, LLC 0.28% Reduce -5.8% 6,610 $450K
Ironwood Financial, llc 0.08% Reduce -15.0% 6,576 $448K
Clear Wave Wealth Management LLC 0.11% — 6,574 $448K
Capital Investment Advisory Services, LLC 0.03% Reduce -8.9% 6,574 $448K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 6,537 $445K
TigerOak Management, L.L.C. 0.14% Add +72.7% 6,532 $445K
BridgePort Financial Solutions, LLC 0.13% Reduce -18.7% 6,522 $444K
WealthTrust Asset Management, LLC 0.26% Reduce -66.2% 6,480 $442K
Aspen Investment Management Inc 0.13% Reduce -50.5% 6,454 $440K
Southland Equity Partners LLC 0.09% Add +73.6% 6,409 $437K
Hollencrest Capital Management 0.02% Add +6.3% 6,403 $436K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -6.0% 6,388 $436K
Liberty Wealth Management LLC 0.05% No change 6,385 $435K
Summit Trail Advisors, LLC 0.01% New 6,382 $435K
Tocqueville Asset Management L.P. 0.01% No change 6,300 $429K
Reliant Investment Partners, LLC 0.35% Add +12.1% 6,289 $429K
Whitaker-Myers Wealth Managers, LTD. 0.09% Reduce -11.8% 6,288 $428K
Gradient Investments LLC 0.01% Reduce -2.9% 6,287 $428K
Bailard, Inc. 0.01% Reduce -50.4% 6,286 $428K
Visionary Wealth Advisors 0.02% Reduce -8.1% 6,272 $427K
Roan Capital Partners 0.40% — 6,271 $427K
Thompson David Blair 0.24% Reduce -26.6% 6,237 $425K
JT Stratford LLC 0.05% Reduce -24.2% 6,206 $423K
Oliver Luxxe Assets LLC 0.06% Add +0.4% 6,203 $423K
Private Advisory Group LLC 0.03% Reduce -28.4% 6,178 $421K
Diligent Investors, LLC 0.10% Add +40.1% 6,130 $418K
Carnegie Investment Counsel 0.01% Add +69.3% 6,128 $418K
Daymark Wealth Partners, LLC 0.01% Reduce -7.2% 6,122 $417K
Traynor Capital Management, Inc. 0.02% Add +8.1% 6,564 $417K
Secure Asset Management, LLC 0.07% Add +2.4% 6,110 $416K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -35.7% 6,110 $416K
Heartwood Wealth Advisors LLC 0.04% No change 6,103 $416K
Mayflower Financial Advisors, LLC 0.05% Reduce -34.0% 6,089 $415K
Bluespring Wealth Management, LLC 0.04% Reduce -1.9% 6,063 $413K
VVR Holdings LLC 0.21% Reduce -39.1% 6,060 $413K
Norris Financial Group, LLC 0.13% Reduce -21.4% 6,010 $410K
Empower Advisory Group, LLC 0.00% Add +1.4% 6,008 $409K
Merrion Investment Management Co, LLC 0.22% No change 6,000 $409K
Tanglewood Wealth Management, Inc. 0.03% New 6,000 $409K
Sepio Capital, LP 0.02% Add +22.5% 5,984 $408K
Gibson Capital, LLC 0.08% Reduce -5.1% 5,981 $408K
BlueChip Wealth Advisors LLC 0.18% No change 5,947 $405K
UMB Bank, n.a. 0.01% Reduce -8.6% 5,946 $405K
Denver Wealth Management, Inc. 0.14% Reduce -20.5% 5,941 $405K
Clear Investment Research, LLC 0.63% Reduce -28.1% 5,932 $404K
Vestor Capital, LLC 0.03% Add +154.6% 5,911 $403K
RB Capital Management, LLC 0.09% Add +0.8% 5,897 $402K
Nemes Rush Group LLC 0.04% Add +2.1% 5,889 $401K
Centric Wealth Management 0.08% Reduce -12.7% 6,077 $401K
Cadinha & Co. LLC 0.07% Reduce -4.1% 5,856 $399K
Foster & Motley Inc. 0.02% Reduce -3.3% 5,855 $399K
Fortress Financial Solutions, LLC 0.42% Reduce -18.2% 5,850 $399K
Nottingham Advisors, Inc. 0.05% Add +1.9% 5,843 $398K
Guidance Capital, Inc. 0.09% Reduce -78.3% 6,023 $397K
Laidlaw Wealth Management LLC 1.37% Reduce -59.3% 5,800 $395K
BankChampaign, National Association 0.39% Add +5692.0% 5,792 $395K
Pitcairn Wealth Advisors LLC 0.04% Reduce -0.0% 6,120 $394K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -47.3% 5,785 $394K
Knollwood Investment Advisory, LLC 0.04% No change 5,780 $394K
IFS Group,LLC 0.35% — 5,775 $394K
Lake Street Private Wealth, LLC 0.05% Add +0.4% 5,775 $393K
Salem Investment Counselors Inc. 0.01% No change 5,770 $393K
Tamar Securities, LLC 0.04% Reduce -5.8% 5,748 $392K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +3.0% 5,740 $391K
Sara-Bay Financial 0.12% New 5,732 $391K
Childress Capital Advisors, LLC 0.07% Reduce -42.7% 5,730 $390K
M3 Advisory Group, LLC 0.24% Add +14.3% 5,716 $389K
Brooklyn Investment Group 0.01% Add +36.3% 5,707 $389K
Atlas Wealth Partners, LLC 0.40% Add +21.3% 5,699 $388K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -27.2% 5,698 $388K
Strategic Wealth Partners, Ltd. 0.03% Add +12.2% 5,672 $387K
Kintra Wealth, LLC 0.03% Add +54.9% 5,671 $386K
Capital Square, LLC 0.18% Reduce -33.3% 5,617 $386K
Pettyjohn, Wood & White, Inc. 0.06% No change 5,650 $385K
Cora Capital Advisors LLC 0.13% New 5,639 $384K
BDFS Capital LLC 0.18% Add +25.1% 5,638 $384K
Brave Asset Management Inc. 0.09% Reduce -28.0% 5,627 $383K
One Day In July LLC 0.03% New 5,626 $383K
Meadowbrook Advisors Group, LLC 0.23% No change 5,625 $383K
Great Diamond Partners, LLC 0.07% Reduce -40.8% 5,603 $382K
D'Orazio & Associates, Inc. 0.05% Add +14.4% 5,576 $380K
Owen LaRue, LLC 0.14% Reduce -85.3% 5,540 $377K
CAP Partners, LLC 0.21% No change 5,530 $377K
Angeles Wealth Management, LLC 0.02% New 5,523 $376K
Stonehearth Capital Management, LLC 0.15% Reduce -17.5% 5,512 $376K
Legacy Capital Group California, Inc. 0.14% Reduce -41.0% 5,507 $375K
Trueblood Wealth Management, LLC 0.15% Reduce -0.1% 5,506 $375K
Advocate Investing Services LLC 0.32% Reduce -73.4% 5,500 $375K
Oarsman Capital, Inc. 0.05% Reduce -22.4% 5,490 $374K
Fisher Asset Management 0.00% Add +57.6% 5,489 $374K
Alchemi Wealth, LLC 0.21% Add +30.5% 5,461 $372K
Twin Tree Management, LP 0.08% Reduce -98.2% 5,458 $372K
Cheviot Value Management, LLC 0.04% No change 5,430 $370K
Boothbay Fund Management, LLC 0.01% Reduce -79.0% 5,426 $370K
Investment Management Corp. /Va/ 0.32% Reduce -41.5% 5,421 $369K
Kelsey Financial, LLC 0.32% Add +4.3% 5,397 $368K
August Group Capital Ltd 0.43% Reduce -23.9% 5,396 $368K
CFO4Life Group, LLC 0.06% No change 5,390 $367K
Maripau Wealth Management LLC 0.16% Add +16.4% 5,352 $365K
LJI Wealth Management, LLC 0.06% Add +214.3% 5,344 $364K
Pacific Sage Partners, LLC 0.06% No change 5,325 $363K
Platform Technology Partners 0.07% New 5,321 $363K
Evolution Wealth Advisors, LLC 0.04% Add +15.8% 5,270 $359K
Dedeker Financial LLC 0.31% New 5,253 $358K
Portside Wealth Group, LLC 0.05% Reduce -33.1% 5,250 $358K
Pathway Financial Advisers, LLC 0.10% Add +0.5% 5,250 $358K
Adirondack Trust Co. 0.12% Add +0.6% 5,248 $358K
Marble Wealth, LLC 0.06% Reduce -13.4% 5,195 $354K
Madden Advisory Services, Inc. 0.14% Reduce -1.4% 5,194 $354K
Financial Life Planners 0.27% Reduce -12.2% 5,160 $352K
Arkfeld Wealth Strategies, L.L.C. 0.11% Reduce -22.2% 4,879 $351K
Guardian Asset Advisors, LLC 0.20% Reduce -12.6% 5,104 $348K
Inlight Wealth Management, LLC 0.13% No change 5,087 $347K
Laurel Oak Wealth Management, LLC 0.06% Add +1.3% 5,079 $346K
Holistic Financial Partners 0.13% No change 5,066 $345K
Capital Management Associates, Inc 0.08% Reduce -10.4% 5,062 $345K
Regatta Capital Group, LLC 0.05% Add +60.0% 5,054 $344K
Cordoba Advisory Partners LLC 0.09% Reduce -92.3% 5,020 $342K
Latitude Advisors, LLC 0.16% Add +27.7% 5,008 $341K
G2 Capital Management, LLC / Oh 0.08% No change 5,000 $341K
Kure Advisory, LLC 0.18% No change 4,961 $338K
Midwest Financial Partners Investments, Inc. 0.18% New 4,950 $337K
Heritage Trust Co 0.03% Reduce -10.8% 4,936 $336K
Perennial Advisors, LLC 0.06% No change 4,934 $336K
Waldron Private Wealth LLC 0.01% New 4,908 $334K
Safeguard Investment Advisory Group, LLC 0.09% New 4,892 $333K
Accredited Investors Inc. 0.02% New 4,888 $333K
Firethorn Wealth Partners, LLC 0.12% Reduce -41.1% 4,877 $332K
David J Yvars Group 0.19% Reduce -17.1% 4,869 $332K
United Capital Management of KS, Inc. 0.05% Reduce -30.6% 4,855 $331K
Compass Financial Services Inc 0.14% Add +1941.3% 4,838 $330K
ExodusPoint Capital Management, LP 0.00% New 4,829 $329K
Mountain Capital Investment Advisors Inc. 0.05% Add +46.0% 4,813 $329K
Invst, LLC 0.04% Add +28.1% 4,813 $328K
Graham Capital Wealth Management, LLC 0.29% Reduce -3.5% 4,804 $327K
Broadway Wealth Solutions, Inc. 0.17% Reduce -30.0% 4,798 $327K
Bannerstone Capital Management, LLC 0.30% Reduce -0.3% 4,795 $327K
Sherry Group, Inc. 0.36% Reduce -8.9% 4,786 $326K
Oath Planning, LLC 0.29% New 4,781 $326K
Hunter Perkins Capital Management, LLC 0.08% Reduce -57.3% 4,763 $325K
Silverlake Wealth Management LLC 0.07% Add +10.8% 4,755 $324K
Linscomb Wealth, Inc. 0.01% Add +19.2% 4,736 $323K
Castle Wealth Management LLC 0.10% No change 4,724 $322K
Petra Financial Advisors Inc. 0.20% Add +24.4% 4,712 $321K
Tompkins Financial Corp. 0.03% Add +6.3% 4,711 $321K
James J. Burns & Company, LLC 0.04% Add +25.3% 4,705 $321K
Fearless Solutions, LLC dba Best Invest 0.19% New 4,695 $320K
Straight Path Wealth Management 0.09% Reduce -29.9% 4,692 $320K
TritonPoint Partners, LLC 0.12% New 4,689 $320K
Bell Investment Advisors, Inc 0.05% Reduce -0.3% 4,663 $318K
Matauro, LLC 0.05% Reduce -84.1% 4,660 $318K
Cornerstone Management, Inc. 0.05% Reduce -33.9% 4,650 $317K
Shepherd Financial Partners LLC 0.03% Reduce -94.0% 4,648 $317K
Bluedoor Private Wealth, LLC 0.15% Reduce -12.5% 4,631 $316K
Balboa Wealth Partners 0.05% Reduce -48.6% 4,622 $315K
Five Pine Wealth Management 0.19% Reduce -11.4% 4,595 $313K
Winch Advisory Services, LLC 0.07% Add +4.7% 4,588 $313K
Opus Financial Solutions LLC 0.29% New 4,579 $312K
Madrona Financial Services, LLC 0.07% Add +42.3% 4,575 $312K
North Star Asset Management Inc. 0.01% New 4,555 $310K
360 Financial, Inc. 0.09% Add +3.1% 4,554 $310K
Global Wealth Management, LLC 0.17% No change 4,548 $310K
Red Mountain Financial, LLC 0.29% Reduce -3.0% 4,535 $309K
Rockport Wealth LLC 0.06% New 4,528 $309K
Security National Bank 0.04% Reduce -8.2% 4,521 $308K
MTM Investment Management, LLC 0.10% No change 4,510 $307K
Itau Unibanco Holding S.A. 0.01% Add +13.9% 4,504 $307K
Ehrlich Financial Group 0.18% Reduce -41.2% 4,503 $307K
Fiscal Wisdom Wealth Management, LLC 0.29% Add +2.4% 4,500 $307K
Ferguson Shapiro LLC 0.09% No change 4,500 $307K
Black Diamond Financial, LLC 0.03% Reduce -10.9% 4,476 $305K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,439 $302K
Richmond Investment Services, LLC 0.05% New 4,436 $302K
Drive Wealth Management, LLC 0.06% Add +24.7% 4,425 $302K
Burke & Herbert Bank & Trust Co. 0.08% Reduce -4.3% 4,410 $300K
Accel Wealth Management 0.08% Reduce -1.2% 4,403 $300K
Diversified Trust Co. 0.01% Reduce -27.1% 4,400 $300K
Prostatis Group LLC 0.08% Add +5.7% 4,398 $300K
Benchmark Financial Wealth Advisors, LLC 0.08% New 4,396 $300K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -21.5% 4,382 $299K
Teamwork Financial Advisors, LLC 0.03% New 4,381 $299K
WealthPlan Investment Management, LLC 0.02% Reduce -40.1% 4,380 $298K
Cedrus Wealth Group LLC 0.33% Add +3.7% 4,374 $298K
United Advisor Group, LLC 0.04% New 4,369 $298K
Blackston Financial Advisory Group, LLC 0.19% Add +10.8% 4,366 $297K
Acropolis Investment Management, LLC 0.01% Reduce -28.3% 4,345 $296K
Weaver Consulting Group 0.07% Reduce -5.0% 4,334 $295K
Iams Wealth Management, LLC 0.10% New 4,328 $295K
Pure Financial Advisors, LLC 0.00% Add +0.4% 4,328 $295K
Rothschild Wealth LLC 0.03% Add +7.9% 4,325 $295K
T3 Companies, LLC 0.41% Reduce -71.9% 4,317 $294K
Inscription Capital, LLC 0.03% Add +21.6% 4,304 $293K
Ionic Capital Management LLC 0.29% New 4,300 $293K
Gateway Wealth Partners, LLC 0.01% New 4,279 $292K
Petix & Botte Co 0.13% Reduce -29.3% 4,276 $291K
Blue Fin Capital, Inc. 0.05% Add +1.3% 4,254 $290K
Claro Advisors Inc. 0.03% Add +1.6% 4,243 $289K
ETF Store, Inc. 0.28% Add +10.8% 4,243 $289K
Sankala Group LLC 0.24% Add +28.6% 4,501 $289K
American Financial Advisors, LLC 0.04% New 4,228 $288K
Dopkins Wealth Management, LLC 0.12% Add +1.9% 4,213 $287K
Howard Financial Services, LTD. 0.03% Reduce -23.8% 4,213 $287K
Tsfg, LLC 0.04% Add +116.1% 4,214 $287K
Quotient Wealth Partners, LLC 0.01% New 4,208 $287K
Fell Capital Management 0.27% No change 4,200 $286K
Lazari Capital Management, Inc. 0.10% Reduce -44.1% 4,188 $285K
Allianz SE 0.00% Reduce -28.3% 4,153 $283K
Cannon Advisors, Inc. 0.21% No change 4,150 $283K
Sagespring Wealth Partners, LLC 0.01% Add +1.8% 4,147 $283K
S&A Financial Services, Inc. 0.19% — 4,140 $282K
Charter Research & Investment Group, Inc. 0.19% New 4,140 $282K
Mayfair Advisory Group, LLC 0.10% Reduce -2.5% 4,125 $281K
Barnes Wealth Management Group, Inc 0.14% Reduce -53.5% 4,108 $280K
Allied Investment Advisors, LLC 0.04% Add +19.3% 4,107 $280K
Stevens Capital Partners 0.07% New 4,101 $279K
Oceanside Advisors LLC 0.16% No change 4,100 $279K
Hillcrest Wealth Advisors - NY, LLC 0.11% New 4,100 $279K
Cornerstone Wealth Group, LLC 0.02% Reduce -46.8% 4,065 $278K
Hilltop National Bank 0.07% Add +7.0% 4,068 $277K
Connecticut Wealth Management, LLC 0.01% Reduce -17.7% 4,066 $277K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 4,064 $277K
SpringVest Wealth Management LLC 0.19% Add +0.5% 4,061 $277K
Schwallier Wealth Management LLC 0.20% No change 4,049 $276K
Rolek Wealth Management LLC 0.20% Add +15.2% 4,047 $276K
Tandem Financial, LLC 0.09% New 4,034 $275K
Mills Wealth Advisors LLC 0.10% New 4,025 $274K
Partners in Financial Planning 0.05% Add +7.7% 4,025 $274K
TCFG Wealth Management, LLC 0.10% Add +7.5% 4,024 $274K
TCFG Investment Advisors, LLC 0.10% — 4,024 $274K
Burrus Financial Services, Inc. 0.13% New 4,020 $274K
Boyce & Associates Wealth Consulting, Inc. 0.21% No change 4,014 $274K
Wescott Financial Advisory Group, LLC 0.02% Add +7.3% 4,008 $273K
Axecap Investments, LLC 0.19% No change 4,006 $273K
G&S Capital LLC 0.10% Reduce -16.7% 3,998 $272K
Advanced Asset Management Advisors Inc 0.08% Reduce -5.7% 3,997 $272K
Lee, Kelleher & Klein Wealth Management 0.16% Reduce -0.4% 3,979 $271K
Cooper/Haims Advisors, LLC 0.13% New 3,975 $271K
Accredited Investor Services, LLC 0.17% Reduce -14.9% 3,964 $270K
Apollon Financial, LLC 0.04% Add +11.6% 3,958 $270K
Mather Group, Llc. 0.00% Add +18.1% 3,947 $269K
Horizon Investments, LLC 0.00% Reduce -40.3% 3,934 $268K
Melfa Wealth Management, Inc. 0.15% No change 3,927 $268K
Certified Advisory Corp 0.02% Add +1.4% 3,882 $265K
Armstrong Advisory Group, Inc. 0.02% Reduce -67.9% 3,877 $264K
Daiichi Life International Holdings LLC 17.27% — 3,864 $263K
Integrity Wealth Advisors, Inc. 0.16% Reduce -24.3% 3,860 $263K
Valley Forge Investment Consultants Inc. Adv 0.08% No change 3,840 $262K
Destiny Wealth Partners, LLC 0.03% Reduce -0.9% 3,830 $261K
Commonwealth Financial Services, LLC 0.04% Reduce -54.0% 3,826 $261K
KPP Advisory Services LLC 0.04% Add +0.7% 3,826 $261K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% New 3,800 $259K
Axim Planning & Wealth 0.31% New 3,774 $257K
Geneva Partners, LLC 0.12% Reduce -16.8% 3,771 $257K
MSH Capital Advisors LLC 0.05% Add +12.3% 3,752 $256K
Facet Wealth, Inc. 0.00% Add +70.8% 3,736 $255K
Marin Bay Wealth Advisors, LLC 0.15% New 3,735 $255K
Glenview Trust Co 0.00% New 3,729 $254K
Vann Equity Management LLC 0.18% — 3,714 $253K
Castle Rock Wealth Management, LLC 0.05% New 3,837 $252K
Red Door Wealth Management, LLC 0.03% New 3,702 $252K
Bedel Financial Consulting, Inc. 0.03% Reduce -16.2% 3,694 $252K
Tennessee Valley Asset Management Partners 0.03% Reduce -21.2% 3,689 $251K
Orion Capital Management LLC 0.09% No change 3,689 $251K
Rede Wealth, LLC 0.09% New 3,686 $251K
Strait & Sound Wealth Management LLC 0.10% Add +9.9% 3,677 $251K
JFS Wealth Advisors, LLC 0.01% No change 3,673 $250K
Harvey Capital Management Inc. 0.06% No change 3,670 $250K
BlackDiamond Wealth Management, LLC 0.12% Reduce -54.3% 3,660 $249K
Mengis Capital Management, Inc. 0.04% Reduce -16.8% 3,653 $249K
Harmony Asset Management LLC 0.08% Add +3.3% 3,651 $249K
MBA Advisors LLC 0.10% New 3,644 $248K
PSI Advisors, LLC 0.06% Reduce -8.7% 3,637 $248K
Wellington-Altus USA Inc. 0.15% Reduce -16.0% 4,632 $248K
Elevatus Welath Management 0.13% New 3,631 $247K
Signature Equity Partners, LLC 0.13% Reduce -88.0% 3,619 $247K
Round Rock Advisors LLC 0.04% Reduce -40.3% 3,616 $246K
Retirement Income Solutions, Inc. 0.04% New 3,615 $246K
Summit Asset Management, LLC 0.03% No change 3,613 $246K
Kathmere Capital Management, LLC 0.02% Reduce -45.5% 3,613 $246K
Centurion Wealth Management LLC 0.06% Reduce -25.5% 3,606 $246K
FAS Wealth Partners, Inc. 0.02% Reduce -49.5% 3,598 $245K
Lauer Wealth, LLC 0.19% Add +5.9% 3,600 $243K
Tempo Wealth, LLC 0.04% Add +5.7% 3,561 $243K
DeDora Capital, Inc. 0.06% Reduce -16.0% 3,556 $242K
Kitching Partners, LLC 0.22% No change 3,555 $242K
Strategy Asset Managers LLC 0.04% Reduce -27.1% 3,550 $242K
Penn Davis McFarland Inc. 0.02% Reduce -11.3% 3,550 $242K
SHP Wealth Management 0.02% Add +11.9% 3,550 $242K
BankPlus Trust Department 0.06% Add +15.8% 3,547 $242K
Rubicon Advisors, GP 0.21% New 3,518 $240K
Nixon Peabody Trust Co. 0.02% New 3,515 $240K
Climber Capital SA 0.16% New 3,514 $239K
Westfuller Advisors, LLC 0.10% No change 3,510 $239K
First Merchants Corp. 0.01% Add +6.0% 3,509 $239K
Pines Wealth Management, LLC 0.08% Reduce -39.1% 3,500 $238K
Bourgeon Capital Management LLC 0.04% Reduce -5.2% 3,500 $238K
Chatterton & Associates Inc. 0.17% New 3,470 $237K
Fortitude Financial, LLC 0.13% No change 3,480 $237K
Visionary Horizons, LLC 0.12% Add +8.7% 3,478 $237K
Presidio Capital Management, LLC 0.07% New 3,475 $237K
Estate Planners Group, LLC 0.11% Add +71.1% 3,473 $237K
Clark Asset Management, LLC 0.02% New 3,472 $237K
First National Bank of Mount Dora, Trust Investment Services 0.05% New 3,465 $236K
Tower Research Capital LLC (TRC) 0.01% Add +3296.1% 3,464 $236K
SageView Advisory Group, LLC 0.01% Reduce -20.8% 3,460 $236K
Carr Financial Group Corp 0.06% Add +10.9% 3,446 $235K
Commerce Advisors, LLC 0.20% — 3,445 $235K
IRON Financial LLC 0.10% New 3,434 $234K
QRG Capital Management, Inc. 0.00% New 3,421 $233K
Heritage Wealth Advisors 0.01% Add +1.0% 3,417 $233K
Strengthening Families & Communities, LLC 0.06% Reduce -53.1% 3,416 $233K
Institute for Wealth Management, LLC. 0.02% New 3,406 $232K
Abundance Wealth Counselors 0.03% New 3,401 $232K
Wellington Shields & Co., LLC 0.06% No change 3,400 $232K
Fortune 45 LLC 0.11% Add +2.4% 3,399 $232K
Sanchez Gaunt Capital Management, LLC 0.14% — 3,383 $231K
Cahaba Wealth Management, Inc. 0.02% Reduce -24.5% 3,374 $230K
Boston Standard Wealth Management, LLC 0.04% New 3,390 $230K
Focused Wealth Management, Inc 0.02% Reduce -1.9% 3,370 $230K
Spartan Wealth Advisory Services LLC 0.02% — 3,368 $229K
Jacobi Capital Management LLC 0.01% New 3,364 $229K
First American Trust, FSB 0.02% Reduce -0.9% 3,352 $228K
Bull Street Advisors, LLC 0.11% Add +3.1% 3,350 $228K
Dorsey & Whitney Trust CO LLC 0.01% New 3,339 $228K
Summit Wealth Group LLC / Co. 0.02% New 3,337 $227K
Main Street Group, LTD 0.07% New 3,333 $227K
First Commonwealth Financial Corp 0.04% Reduce -75.1% 3,306 $225K
WestHill Financial Advisors, Inc. 0.04% No change 3,302 $225K
Meridian Wealth Advisors, LLC 0.03% No change 3,300 $225K
Kavar Capital Partners Group, LLC 0.03% New 3,300 $225K
GAMCO Investors 0.00% No change 3,300 $225K
Tradewinds, LLC. 0.07% Reduce -5.7% 3,290 $225K
Dynamic Financial Group 0.18% New 3,279 $223K
Falcon Wealth Planning 0.02% New 3,273 $223K
Synergy Asset Management, LLC 0.02% Reduce -77.9% 3,270 $223K
MinichMacGregor Wealth Management, LLC 0.04% Reduce -99.0% 3,268 $223K
Resolute Capital, LLC 0.09% New 3,224 $220K
Bartlett & Co. Wealth Management LLC 0.00% Add +1603.1% 3,321 $219K
Legacy Edge Advisors, LLC 0.02% Reduce -26.5% 3,212 $219K
Caldwell Trust Co 0.02% Add +4.2% 3,210 $219K
Range Advisory, LLC 0.04% Reduce -27.8% 3,207 $218K
Atwater Malick LLC 0.06% New 3,202 $218K
LVW Advisors, LLC 0.02% Reduce -66.6% 3,197 $218K
Elm Partners Management LLC 0.01% No change 3,427 $218K
Legacy Financial Group LLC 0.03% Add +6.7% 3,185 $217K
Oxinas Partners, LLC 0.10% Add +1.4% 3,183 $217K
EPG Wealth Management LLC 0.06% New 3,183 $217K
Strategic Financial Concepts, LLC 0.05% Reduce -12.0% 3,182 $217K
Avalon Trust Co 0.01% No change 3,179 $217K
BIP Wealth, LLC 0.01% New 3,178 $217K
Patten & Patten Inc. 0.01% Reduce -9.9% 3,167 $216K
Keudell/Morrison Wealth Management 0.04% Reduce -11.2% 3,165 $216K
MADDEN SECURITIES Corp 0.06% No change 3,160 $215K
Ellenbecker Investment Group 0.03% New 3,158 $215K
Parkside Financial Bank & Trust 0.02% Add +50.4% 3,152 $215K
Americana Partners, LLC 0.01% Reduce -31.5% 3,150 $215K
Willow Financial LLC 0.22% No change 3,136 $214K
Octavia Wealth Advisors, LLC 0.02% Reduce -29.7% 3,124 $213K
MPWM Advisory Solutions, LLC 0.11% Add +55.0% 3,100 $211K
Albion Financial Group 0.01% Add +3.3% 3,100 $211K
OxenFree Capital LLC 0.10% New 2,935 $211K
Curry Webb Wealth Management LLC 0.10% Reduce -31.8% 3,082 $210K
Concorde Asset Management, LLC 0.10% Reduce -40.1% 3,080 $210K
Spectrum Planning & Advisory Services Inc. 0.10% Reduce -70.9% 3,078 $210K
Concord Wealth Partners 0.03% Add +0.2% 3,071 $209K
Cascade Financial Partners, LLC 0.02% New 3,060 $209K
Colonial Trust Advisors 0.02% Reduce -1.6% 3,050 $208K
Fund Advisors of America Inc 0.21% Reduce -15.3% 3,040 $207K
Invariant Investment Management 0.13% Reduce -4.2% 3,028 $207K
Talon Private Wealth, LLC 0.03% — 3,038 $207K
Tobias Financial Advisors, Inc. 0.03% New 3,033 $207K
Cozad Asset Management Inc. 0.02% New 3,021 $206K
Onyx Bridge Wealth Group LLC 0.02% New 3,020 $206K
Hutchens & Kramer Investment Management Group, LLC 0.06% New 3,013 $205K
Joel Isaacson & Co., LLC 0.01% New 3,011 $205K
Sprinkle Financial Consultants LLC 0.09% New 3,000 $204K
Berkeley Capital Partners, LLC 0.05% New 3,000 $204K
Radnor Capital Management, LLC 0.03% Reduce -14.3% 3,000 $204K
Meyer Handelman Co. 0.01% New 3,000 $204K
Annandale Capital, LLC 0.03% New 3,000 $204K
Accretive Wealth Partners, LLC 0.06% Reduce -41.2% 2,993 $204K
Fulton Breakefield Broenniman LLC 0.01% New 2,975 $203K
Old Mission Investment Co LLC 0.05% New 2,960 $202K
Bright Financial Advisors, Inc. 0.09% Reduce -10.3% 2,953 $201K
City State Bank 0.05% Add +5.4% 2,946 $201K
Insight Wealth Strategies, LLC 0.02% New 2,944 $201K
Hickory Point Bank & Trust 0.13% New 2,875 $196K
Physician Wealth Advisors, Inc. 0.03% Reduce -24.5% 2,847 $194K
Beaird Harris Wealth Management, LLC 0.01% Reduce -6.2% 2,827 $193K
Plante Moran Financial Advisors, LLC 0.01% Reduce -10.4% 2,810 $191K
CGC Financial Services, LLC 0.06% No change 2,800 $191K
Fortress Private Ledger, LLC 0.06% Reduce -61.0% 2,765 $188K
Interchange Capital Partners, LLC 0.06% Reduce -32.6% 6,090 $186K
Burns Matteson Capital Management, LLC 0.07% Reduce -2.0% 2,688 $183K
Dunhill Financial, LLC 0.04% Reduce -3.6% 2,652 $181K
Independence Bank of Kentucky 0.02% Reduce -3.7% 2,620 $179K
North Star Investment Management Corp. 0.01% Add +8.6% 2,540 $173K
Gables Capital Management Inc. 0.07% No change 2,494 $170K
Trust Co. of Toledo NA 0.02% Reduce -7.4% 2,474 $169K
Hantz Financial Services, Inc. 0.00% Add +0.5% 2,472 $168K
Avion Wealth 0.03% No change 2,436 $165K
Forum Finance Group S.A. 0.09% — 3,077 $162K
Princeton Global Asset Management LLC 0.03% Reduce -64.0% 2,350 $160K
First Horizon Corp. 0.01% Add +3.1% 2,306 $157K
Root Financial Partners, LLC 0.01% Add +70.5% 2,305 $157K
NFSG Corp 0.03% New 2,281 $155K
Financial Consulate, Inc. 0.02% Add +52.7% 2,227 $152K
Pacific Center for Financial Services 0.04% Add +7.8% 2,216 $151K
Truvestments Capital LLC 0.03% Reduce -47.2% 2,200 $150K
Proathlete Wealth Management LLC 0.04% Reduce -39.0% 2,157 $147K
Capital Analysts, LLC 0.00% Add +8.9% 2,135 $146K
Godsey & Gibb, Inc. 0.01% No change 2,121 $145K
HHM Wealth Advisors, LLC 0.02% Reduce -23.8% 2,115 $144K
Financial Network Wealth Advisors LLC 0.14% Reduce -31.2% 2,077 $142K
Motco 0.01% No change 2,065 $141K
Cutler Capital Management, LLC 0.05% Reduce -14.2% 2,038 $139K
Vision Financial Markets LLC 0.14% No change 2,037 $139K
Community Bank, N.A. 0.02% No change 2,010 $137K
Hilton Head Capital Partners, LLC 0.08% No change 2,000 $136K
Monetary Management Group Inc. 0.03% No change 2,000 $136K
Skylands Capital, LLC 0.02% New 2,000 $136K
Evolution Wealth Management Inc. 0.10% Add +31.6% 1,951 $133K
Reyes Financial Architecture, Inc. 0.11% Reduce -52.5% 1,943 $132K
Towne Trust Company, N.A 0.04% No change 1,925 $131K
Quadrant Capital Group LLC 0.00% Add +60.4% 1,925 $131K
NBT Bank, N.A. 0.01% Add +13.5% 1,810 $123K
Cherry Tree Wealth Management, LLC 0.03% No change 1,789 $122K
TrustBank 0.05% No change 1,779 $121K
Key Financial Inc 0.02% Add +2478.3% 1,779 $121K
SOA Wealth Advisors, LLC. 0.02% No change 1,768 $120K
Union Savings Bank 0.05% No change 1,761 $120K
Hager Investment Management Services, LLC 0.06% Add +4.4% 1,661 $113K
LFA - Lugano Financial Advisors SA 0.06% Reduce -2.5% 1,626 $111K
Duncker Streett & Co. Inc. 0.02% Add +36.1% 1,607 $110K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +3.2% 1,600 $109K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -71.1% 1,577 $107K
JTC Employer Solutions Trustee Ltd 0.01% Reduce -51.7% 1,575 $107K
GoalVest Advisory LLC 0.02% Add +3.5% 1,560 $106K
Archer Investment Corp 0.02% Add +18.3% 1,532 $104K
Bayban 0.09% No change 1,500 $102K
RMG Wealth Management LLC 0.01% Reduce -0.5% 1,283 $100K
Smartleaf Asset Management LLC 0.00% Reduce -10.0% 1,571 $100K
Decker Retirement Planning Inc. 0.04% No change 1,444 $98K
Pingora Partners LLC 0.06% Reduce -28.5% 1,430 $97K
Greykasell Wealth Strategies, Inc. 0.04% No change 1,375 $94K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1166.4% 1,393 $92K
GAMMA Investing LLC 0.00% Reduce -1.8% 1,342 $91K
Proffitt & Goodson Inc. 0.01% Reduce -35.6% 1,320 $90K
Stone House Investment Management, LLC 0.02% Reduce -7.2% 1,293 $88K
Basepoint Wealth LLC 0.05% Reduce -18.4% 1,259 $86K
Cornerstone Planning Group LLC 0.01% Add +1.6% 1,301 $86K
Vermillion Wealth Management, Inc. 0.03% No change 1,253 $85K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,251 $85K
Asset Dedication, LLC 0.01% Add +12.3% 1,246 $85K
Farmers & Merchants Investments Inc. 0.00% New 1,239 $84K
Colonial Trust Co / SC 0.01% No change 1,234 $84K
Advantage Trust Co 0.04% No change 1,215 $83K
Glass Jacobson Investment Advisors llc 0.03% Reduce -45.2% 1,194 $81K
Dogwood Wealth Management LLC 0.03% No change 1,128 $77K
NorthAvenue LLC 0.06% No change 1,109 $76K
Toth Financial Advisory Corp. 0.01% No change 1,095 $75K
IAG Wealth Partners, LLC 0.01% No change 1,088 $74K
Key Capital Management, INC 0.05% Reduce -69.8% 1,047 $71K
Webster Bank, N. A. 0.01% Reduce -18.4% 1,045 $71K
Kentucky Trust Co 0.04% Add +3.0% 1,030 $70K
Graney & King, LLC 0.04% Add +17.7% 1,005 $68K
Kings Path Partners LLC 0.02% Add +900.0% 1,000 $68K
China Universal Asset Management Co., Ltd. 0.01% Reduce -95.7% 1,000 $68K
Abound Wealth Management 0.02% No change 980 $67K
Leo H. Evart, Inc. 0.06% — 977 $67K
Westside Investment Management, Inc. 0.01% Add +40.8% 966 $66K
Napier Financial, LLC 0.01% New 957 $65K
Crews Bank & Trust 0.01% Add +2.1% 950 $65K
Willis Johnson & Associates, Inc. 0.00% Reduce -63.5% 925 $63K
Magnolia Wealth Management, LLC 0.04% New 910 $62K
Old Second National Bank of Aurora 0.01% No change 886 $60K
Dimension Capital Management LLC 0.01% New 884 $60K
Johnson Financial Group, Inc. 0.00% Reduce -39.6% 870 $59K
First United Bank & Trust 0.02% No change 845 $58K
Meramec Financial Planners, LLC 0.02% No change 794 $57K
Richardson Capital Management LLC 0.03% Reduce -18.8% 840 $57K
Community Financial Services Group, LLC 0.01% New 840 $57K
Darwin Wealth Management, LLC 0.02% Reduce -29.5% 840 $57K
SWAN Capital LLC 0.02% Add +64.3% 833 $57K
Burkett Financial Services, LLC 0.02% No change 833 $57K
Quaker Wealth Management, LLC 0.02% Add +54.7% 817 $56K
Berbice Capital Management LLC 0.04% New 800 $55K
Smallwood Wealth Investment Management, LLC 0.03% No change 800 $55K
Missouri Trust & Investment Co 0.02% Add +700.0% 800 $55K
Clearstead Trust, LLC 0.01% Add +53.1% 799 $54K
Lodestone Wealth Management LLC 0.02% Reduce -53.1% 794 $54K
Essex Investment Management Co. LLC 0.01% No change 771 $53K
Nova Wealth Management, Inc. 0.03% No change 750 $51K
General Partner, Inc. 0.03% No change 750 $51K
Nexus Investment Management ULC 0.01% No change 750 $51K
Grove Bank & Trust 0.01% Add +95.8% 750 $51K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -40.0% 750 $51K
Triumph Capital Management 0.01% No change 739 $50K
Crewe Advisors LLC 0.00% Add +1.8% 729 $50K
RHL Group, LLC 0.04% Reduce -96.7% 725 $49K
DiNuzzo Private Wealth, Inc. 0.01% No change 720 $49K
Strategic Wealth Advisors LLC 0.04% Add +8.5% 679 $46K
Quarry LP 0.01% New 670 $46K
Beacon Investment Advisory Services, Inc. 0.00% New 659 $45K
Tradewinds Capital Management, LLC 0.01% Add +185.7% 657 $45K
Horizons Wealth Management 0.03% Reduce -7.6% 654 $45K
Medallion Wealth Advisors, LLC 0.01% Add +274.7% 652 $44K
Summit Securities Group LLC 0.02% Reduce -98.2% 650 $44K
LRI Investments, LLC 0.00% No change 638 $43K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +9.3% 634 $43K
Wealth Preservation Advisors, LLC 0.04% Reduce -20.9% 620 $42K
Financial Management Professionals, Inc. 0.00% Reduce -11.9% 617 $42K
Alerus Financial NA 0.00% No change 608 $41K
Bangor Savings Bank 0.00% Add +2.4% 604 $41K
Bullseye Investment Management, LLC 0.02% No change 590 $40K
American National Bank & Trust 0.00% No change 590 $40K
American Capital Advisory, LLC 0.02% Reduce -19.0% 589 $40K
Founders Capital Management 0.02% Add +35.3% 575 $39K
Opal Wealth Advisors, LLC 0.01% New 570 $39K
SouthState Bank Corp 0.00% Reduce -14.0% 557 $38K
Acumen Wealth Advisors, LLC 0.01% Reduce -63.4% 536 $37K
BOK Financial Private Wealth, Inc. 0.00% No change 535 $36K
Sfam, LLC 0.03% No change 507 $35K
Daytona Street Capital LLC 0.03% Reduce -21.9% 500 $34K
MRP Capital Investments, LLC 0.03% Reduce -75.0% 500 $34K
Granite FO LLC 0.02% Reduce -47.4% 500 $34K
Intesa Sanpaolo Wealth Management 0.01% No change 500 $34K
Center for Financial Planning, Inc. 0.00% Reduce -33.3% 500 $34K
IFG Advisory, LLC 0.09% Reduce -98.5% 485 $33K
Prestige Wealth Management Group LLC 0.01% Reduce -20.0% 480 $33K
Caldwell Sutter Capital, Inc. 0.01% Reduce -4.7% 467 $32K
South Plains Financial, Inc. 0.02% Reduce -15.4% 467 $32K
Redwood Park Advisors LLC 0.02% Reduce -11.2% 458 $31K
Broadwater Capital Management LLC 0.02% No change 481 $31K
Ameriflex Group, Inc. 0.02% Reduce -67.1% 450 $31K
Lloyd Advisory Services, LLC. 0.01% Reduce -90.4% 448 $31K
Kingdom Financial Group LLC. 0.01% Reduce -73.9% 448 $31K
Quest 10 Wealth Builders, Inc. 0.03% No change 430 $29K
Bullock Wealth Management Group 0.01% No change 430 $29K
Barrett & Company, Inc. 0.01% Add +115.0% 430 $29K
Fairscale Capital, LLC 0.02% No change 390 $27K
Versant Capital Management, Inc 0.00% New 377 $26K
Axiom Investment Management LLC 0.02% — 375 $26K
Clark Wealth Partners 0.02% No change 360 $25K
Cranbrook Wealth Management, LLC 0.00% No change 357 $24K
Tiaa Trust, National Association 0.00% Reduce -92.1% 350 $24K
Cassaday & Co Wealth Management LLC 0.00% Reduce -96.3% 340 $23K
Financially Speaking Inc 0.11% No change 334 $23K
Inspire Investing, LLC 0.00% Reduce -4.6% 334 $23K
Delta Asset Management LLC 0.00% Reduce -37.7% 330 $22K
Covestor Ltd 0.01% New 302 $21K
Wall Street Financial Group, Inc. 0.01% New 307 $21K
DecisionPoint Financial, LLC 0.00% Reduce -63.0% 307 $21K
New England Capital Financial Advisors LLC 0.01% New 301 $21K
Godfrey Financial Associates, Inc. 0.02% No change 300 $20K
Game Plan Financial Advisors, LLC 0.01% No change 300 $20K
Salomon & Ludwin, LLC 0.00% Add +200.0% 300 $20K
Flagship Wealth Advisors, LLC 0.01% No change 600 $20K
Beacon Capital Management, Inc. 0.00% Reduce -24.3% 277 $19K
Washington Trust Advisors, Inc. 0.00% Reduce -21.4% 275 $19K
Abound Financial, LLC 0.01% No change 271 $18K
St. Johns Investment Management Company, LLC 0.01% No change 269 $18K
Kelleher Financial Advisors 0.00% No change 548 $18K
Seneschal Advisors, LLC 0.01% No change 255 $17K
Pioneer Family Office, LLC 0.01% New 250 $17K
REAP Financial Group, LLC 0.00% Add +4380.0% 224 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 210 $14K
Robinswood Financial LLC 0.00% Add +108.0% 208 $14K
Tidemark, LLC 0.00% Add +200.0% 207 $14K
Midwest Capital Advisors, LLC 0.01% No change 200 $14K
Financial Perspectives, Inc 0.00% No change 200 $14K
Rialto Wealth Management, LLC 0.00% Reduce -60.9% 200 $14K
Atlantic Union Bankshares Corp 0.00% Reduce -92.2% 200 $14K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -92.0% 200 $14K
Banque Transatlantique SA 0.00% New 200 $14K
Bare Financial Services, Inc 0.00% Reduce -91.9% 197 $13K
High Point Wealth Management, LLC 0.01% No change 196 $13K
Steigerwald, Gordon & Koch Inc. 0.00% No change 193 $13K
Intentional Wealth Strategies, LLC 0.01% — 192 $13K
Prosperity Bancshares Inc 0.01% No change 187 $13K
GeoWealth Management, LLC 0.00% Reduce -64.1% 182 $12K
Nvest Wealth Strategies, Inc. 0.01% Add +2150.0% 180 $12K
Horrell Capital Management, Inc. 0.01% No change 180 $12K
DT Investment Partners, LLC 0.00% New 175 $12K
Portus Wealth Advisors, LLC 0.01% New 173 $12K
Cedar Mountain Advisors, LLC 0.00% No change 170 $12K
Valley National Advisers Inc. 0.00% No change 171 $11K
Byrne Asset Management LLC 0.01% No change 160 $11K
Financial Gravity Asset Management, Inc. 0.00% New 159 $11K
Bernard Wealth Management Corp. 0.00% Add +106.7% 155 $11K
Aspect Partners, LLC 0.00% Add +10.7% 155 $11K
Clarity Asset Management, Inc. 0.01% No change 152 $10K
Team Financial Group, LLC 0.00% No change 150 $10K
Front Row Advisors LLC 0.00% New 150 $10K
Transce3nd, LLC 0.08% Reduce -30.5% 139 $9K
Networth Advisors, LLC 0.01% No change 138 $9K
Elequin Capital, LP 0.00% New 137 $9K
PFS Partners, LLC 0.00% Reduce -55.8% 118 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $8K
CVA Family Office, LLC 0.00% Add +3.0% 103 $7K
St Germain D J Co. Inc. 0.00% New 100 $7K
Vanguard Advisers Inc. 0.00% — 100 $7K
Peoples Financial Services Corp. 0.00% New 100 $7K
Signature Resources Capital Management, LLC 0.00% New 98 $7K
CNB Bank 0.00% New 97 $7K
Sunrise Financial Services, LLC 0.00% Add +55.7% 95 $6K
Strive Financial Group ,LLC 0.00% No change 95 $6K
Murphy & Mullick Capital Management Corp 0.00% Add +142.9% 85 $6K
Lummis Asset Management, LP 0.00% No change 85 $6K
Pinney & Scofield, Inc. 0.00% New 80 $5K
HighMark Wealth Management LLC 0.00% New 80 $5K
Anchor Investment Management, LLC 0.00% No change 80 $5K
Ankerstar Wealth, LLC 0.01% New 79 $5K
Monetary Solutions, Ltd 0.00% No change 75 $5K
JPL Wealth Management, LLC 0.00% New 74 $5K
Brown Brothers Harriman & Co. 0.00% New 70 $5K
Ascentis Wealth Management, LLC 0.00% No change 70 $5K
SJS Investment Consulting Inc. 0.00% No change 67 $5K
Curio Wealth, LLC 0.00% New 66 $4K
Mark Sheptoff Financial Planning, LLC 0.00% New 65 $4K
Pittenger & Anderson Inc. 0.00% No change 60 $4K
Arlington Trust Co LLC 0.00% New 60 $4K
Global Wealth Strategies & Associates 0.00% No change 58 $4K
Southern Michigan Bank & Trust 0.00% — 55 $4K
Cypress Capital Management LLC (WY) 0.00% No change 50 $3K
Ares Financial Consulting, LLC 0.00% No change 50 $3K
Capital & Planning, LLC 0.00% New 50 $3K
Fortitude Family Office, LLC 0.00% No change 36 $2K
PlanVest Financial, Inc 0.00% — 32 $2K
Tripletail Wealth Management, LLC 0.00% No change 30 $2K
Merkkuri Wealth Advisors LLC 0.00% New 28 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $1K
Roxbury Financial LLC 0.00% New 20 $1K
WPG Advisers, LLC 0.00% Reduce -33.3% 20 $1K
Nvwm, LLC 0.00% New 20 $1K
KERR FINANCIAL PLANNING Corp 0.00% No change 13 $860
VSM Wealth Advisory, LLC 0.00% No change 12 $818
Financial Avengers, Inc. 0.00% New 10 $681
Prudent Man Investment Management, Inc. 0.00% No change 10 $645
Msrh, LLC 0.00% No change 8 $545
Gould Capital, LLC 0.00% New 8 $545
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $477
Eukles Asset Management 0.00% New 2 $136
Bulwark Capital Corp 0.00% Reduce -99.6% 1 $68

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