iShares Silver TrustSLVETF

13F holders, Q2 2026 (June 30)
1,426holders −142
78new positions
218sold out
6famous investors
$53.43avg. 13F price*

At the end of Q2 2026, 1,426 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, down 142 from Q1 2026. 78 opened new positions and 218 sold out. The largest holders were Morgan Stanley ($720.4M), UBS Group AG ($560.1M) and Bank of America Corp. ($490.6M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions78$103.6M
Exits218$203.3M

All 13F filers, Q1 2026 → Q2 2026: 15,365,863 shares bought and 23,531,278 shares sold, net −8,165,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,426 holders

Morgan Stanley 0.04% Add +10.2% 13,473,698 $720.4M
UBS Group AG 0.09% Add +8.3% 10,475,933 $560.1M
Bank of America Corp. 0.03% Add +8.0% 9,174,729 $490.6M
LPL Financial LLC 0.09% Add +2.8% 7,671,722 $410.2M
Jane Street Group, LLC 0.23% Reduce -24.4% 6,683,383 $357.4M
Wells Fargo & Company 0.05% Reduce -5.0% 4,925,240 $263.4M
Goldman Sachs Group Inc. 0.02% Add +68.5% 4,130,012 $220.8M
CTC LLC 9.20% Reduce -18.2% 2,930,777 $156.7M
JPMorgan Chase & Co. 0.01% Add +53.2% 2,622,817 $138.2M
Raymond James Financial Inc. 0.04% Add +2.5% 2,574,790 $137.7M
Royal Bank of Canada 0.02% Reduce -5.9% 2,377,661 $127.1M
Ameriprise Financial Inc. 0.02% Add +3.0% 2,132,759 $113.8M
BNP Paribas Financial Markets 0.05% Reduce -9.8% 1,796,357 $96.1M
SG Americas Securities, LLC 0.05% Add +6.7% 1,682,085 $89.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.50% Add +2.3% 1,501,060 $80.7M
Mainstay Capital Management LLC 5.75% Reduce -25.7% 1,452,826 $77.7M
Osaic Holdings, Inc. 0.08% Add +16.1% 1,308,331 $70.0M
PEAK6 LLC 1.63% Add +12.1% 1,251,735 $66.9M
Rockefeller Capital Management L.P. 0.10% Add +8.1% 1,196,009 $64.0M
HRT Financial LP 0.12% Add +76.1% 1,186,624 $63.4M
Envestnet Asset Management Inc. 0.01% Reduce -9.5% 1,181,858 $63.2M
Schonfeld Strategic Advisors LLC 0.34% Add +180.5% 1,181,810 $63.2M
HighTower Advisors, LLC 0.06% Add +7.5% 1,165,149 $62.3M
Cetera Investment Advisers 0.06% Reduce -12.6% 1,145,914 $61.3M
Barclays PLC 0.02% Add +19.4% 1,124,486 $60.1M
Commonwealth Equity Services, LLC 0.07% Reduce -6.1% 1,059,250 $56.6M
Bank of Montreal 0.02% Reduce -62.6% 995,013 $53.2M
MML Investors Services, LLC 0.10% Add +12.2% 892,105 $47.7M
Stifel Financial Corp. 0.04% Reduce -15.4% 858,525 $45.9M
Cambridge Investment Research Advisors, Inc. 0.10% Add +0.8% 847,219 $45.3M
Marshall Wace, LLP 0.04% Add +109.0% 825,075 $44.1M
Jump Financial, LLC 0.40% Reduce -10.6% 754,514 $40.3M
Jones Financial Companies LLLP 0.02% Add +6.0% 726,104 $38.7M
Truist Financial Corp. 0.05% Reduce -5.0% 722,058 $38.6M
Capitolis Liquid Global Markets LLC 0.15% New 666,000 $35.6M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -4.1% 624,755 $33.4M
Saudi Central Bank 0.41% No change 621,400 $31.6M
Verde Servicos Internacionais S.A. 11.45% Add +28.8% 584,327 $31.2M
Richard C. Young & CO., LTD. 2.28% Reduce -2.4% 580,758 $31.1M
Tudor Investment Corporation 0.12% Reduce -22.4% 545,291 $29.2M
Renaissance Technologies 0.04% Add +392.9% 537,900 $28.8M
NewEdge Advisors, LLC 0.07% Add +1.3% 467,435 $25.0M
Bleakley Financial Group, LLC 0.31% Reduce -1.8% 452,336 $24.2M
Greenwich Wealth Management LLC 0.86% Reduce -0.2% 439,963 $23.5M
Great Valley Advisor Group, Inc. 0.37% Add +15.3% 437,989 $23.4M
Private Advisor Group, LLC 0.10% Reduce -24.0% 426,644 $22.8M
Citigroup Inc. 0.01% Add +39.9% 413,603 $22.1M
Janney Montgomery Scott LLC 0.04% Add +15.8% 412,073 $22.0M
Northeast Planning Associates, Inc. / NH / 15.91% Reduce -2.8% 438,167 $21.2M
Blair William & Co. 0.05% Reduce -0.8% 389,811 $20.8M
Wealthfront Advisers LLC 0.04% Add +3.2% 387,706 $20.7M
Kestra Advisory Services, LLC 0.07% Add +0.1% 377,480 $20.2M
Cadence Wealth Management LLC 8.87% Add +18.5% 370,232 $19.8M
Monaco Asset Management SAM 7.57% No change 370,000 $19.8M
Quadrature Capital Ltd 0.17% Add +1270.2% 362,538 $19.4M
New Harbor Financial Group, LLC 3.02% Reduce -0.8% 355,214 $19.0M
Captrust Financial Advisors 0.03% Reduce -0.5% 349,986 $18.7M
PNC Financial Services Group, Inc. 0.01% Reduce -3.5% 348,676 $18.6M
Foundations Investment Advisors, LLC 0.19% Reduce -24.6% 347,018 $18.6M
TD Waterhouse Canada Inc. 0.05% Reduce -4.0% 337,243 $18.1M
Briaud Financial Planning Inc 4.71% Add +1.8% 335,142 $17.9M
AMG National Trust Bank 0.37% Reduce -5.2% 334,063 $17.9M
Insigneo Advisory Services, LLC 0.63% Reduce -22.6% 313,087 $16.7M
Baird Financial Group, Inc. 0.02% Reduce -3.0% 308,811 $16.5M
Qube Research & Technologies Ltd 0.02% Reduce -54.5% 307,075 $16.4M
Walser Wealth Management Company, A Ltd Liability Co 6.73% Reduce -25.6% 303,186 $16.2M
Pinnacle Financial Partners, Inc. 0.11% Add +0.7% 296,534 $15.9M
RIA Advisory Group LLC 3.34% Add +1.3% 281,345 $15.0M
MAI Capital Management 0.06% Add +261.9% 280,819 $15.0M
Cerity Partners LLC 0.02% Add +8.4% 268,792 $14.4M
Red Cedar Investment Management, LLC 1.35% Add +34.4% 265,472 $14.2M
TSP Capital Management Group, LLC 3.39% New 264,925 $14.2M
Creative Planning 0.01% Reduce -0.9% 249,941 $13.4M
Equitable Holdings, Inc. 0.08% Reduce -4.6% 246,442 $13.2M
Toronto Dominion Bank 0.02% Add +666.8% 245,373 $13.1M
Proficio Capital Partners LLC 0.46% Add +63.5% 240,560 $12.9M
Mariner, LLC 0.01% Reduce -26.4% 238,508 $12.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +151.6% 237,278 $12.7M
Integrated Wealth Concepts LLC 0.08% Reduce -23.2% 236,853 $12.7M
Beacon Pointe Advisors, LLC 0.06% Add +7.6% 236,215 $12.6M
GLOBALT Investments LLC / GA 0.41% Reduce -1.3% 227,302 $12.2M
Steward Partners Investment Advisory, LLC 0.06% Reduce -5.9% 224,541 $12.0M
Caliber Wealth Management, LLC / KS 1.15% Reduce -1.5% 222,828 $11.9M
Oppenheimer & Co. Inc. 0.13% Reduce -10.1% 221,861 $11.9M
Harvest Investment Services, LLC 1.81% Add +11.3% 219,155 $11.7M
Jain Global LLC 0.15% Add +39.7% 216,938 $11.6M
Fifth Third Bancorp 0.02% Reduce -0.7% 214,575 $11.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -9.4% 212,161 $11.3M
Forest Hill Capital, LLC 8.72% No change 212,000 $11.3M
Florida Trust Wealth Management Co 0.28% Add +10.9% 210,843 $11.3M
Independent Financial Group, LLC 0.21% Reduce -26.0% 209,657 $11.2M
Meridian Wealth Management, LLC 0.33% Reduce -2.2% 200,770 $10.7M
Augustine Asset Management Inc. 2.17% Reduce -0.4% 199,997 $10.7M
Bank of New York Mellon Corp 0.00% Add +64.6% 199,317 $10.7M
Millennium Management 0.01% Reduce -33.8% 193,249 $10.3M
Advisory Services Network, LLC 0.12% Reduce -7.4% 192,963 $10.3M
Focus Partners Wealth 0.01% Reduce -18.7% 187,467 $10.0M
Cresset Asset Management, LLC 0.04% Add +1.3% 187,197 $10.0M
Mackenzie Financial Corp. 0.01% Reduce -47.5% 184,786 $9.9M
Wealthcare Advisory Partners LLC 0.18% Reduce -7.0% 178,186 $9.5M
Commerce Bank 0.04% Add +115.9% 177,891 $9.5M
Smith, Moore & Co. 0.60% Reduce -1.1% 173,168 $9.3M
Corecam Pte. Ltd. 3.47% Add +1.8% 171,270 $9.2M
D.A. Davidson & Co. 0.05% Add +17.9% 169,551 $9.1M
Ameritas Advisory Services, LLC 0.18% Add +60.6% 167,355 $8.9M
Cypress Capital Group 0.83% Reduce -1.5% 166,217 $8.9M
Arnhold LLC 0.61% No change 164,060 $8.8M
National Bank of Canada 0.01% Add +19.6% 159,015 $8.5M
Sigma Planning Corp 0.21% Reduce -1.2% 158,908 $8.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.8% 150,173 $8.1M
Brookstone Capital Management 0.08% Reduce -22.1% 150,158 $8.0M
J.W. Cole Advisors, Inc. 0.13% Reduce -0.5% 146,382 $7.8M
Mizuho Markets Cayman LP 0.29% Add +386.8% 143,287 $7.7M
CoreCap Advisors, LLC 0.23% Add +302.5% 142,740 $7.6M
Twelve Points Wealth Management LLC 1.53% Add +3.3% 142,459 $7.6M
Wealthspire Advisors, LLC 0.04% Add +458.8% 141,761 $7.6M
&partners 0.03% Add +5.6% 139,930 $7.5M
Corient Private Wealth LP 0.01% Reduce -2.9% 139,783 $7.5M
Procyon Advisors, LLC 0.32% Add +584.0% 139,203 $7.4M
McAlvany Wealth Management LLC 5.46% Reduce -9.5% 136,523 $7.3M
Encompass More Asset Management 1.06% Add +17.3% 135,025 $7.2M
Stephens Inc. 0.08% Add +2.9% 131,860 $7.2M
Susquehanna International Group, LLP 0.01% Reduce -98.1% 129,444 $6.9M
Oxbow Advisors, LLC 0.57% Reduce -5.0% 129,442 $6.9M
SBI Securities Co., Ltd. 0.16% Reduce -12.8% 128,500 $6.9M
Seven Post Investment Office LP 1.90% Add +4.7% 125,061 $6.7M
Faithward Advisors, LLC 0.81% Reduce -8.0% 124,797 $6.7M
Grand Central Investment Group 5.54% Reduce -0.7% 123,794 $6.6M
Granite Bay Wealth Management, LLC 0.60% Add +5.3% 121,487 $6.5M
Marex Group Ltd 0.05% Reduce -70.9% 121,230 $6.5M
Leavell Investment Management, Inc. 0.24% Reduce -0.6% 120,812 $6.5M
Canton Hathaway, LLC 1.21% Add +0.3% 118,237 $6.3M
CIBC Bancorp USA Inc. 0.01% Add +148.5% 117,947 $6.3M
Keel Point, LLC 0.37% Reduce -20.4% 115,668 $6.2M
Vontobel Holding Ltd. 0.02% Add +43.4% 115,634 $6.2M
Arax Advisory Partners 0.04% Add +1009.7% 113,663 $6.1M
Elevation Point Wealth Partners, LLC 0.11% Add +0.5% 113,292 $6.1M
Sugar Maple Asset Management, LLC 3.90% Reduce -7.0% 113,239 $6.1M
Carrera Capital Advisors 0.90% Add +1.9% 112,995 $6.0M
Citadel Advisors 0.00% Reduce -95.0% 112,395 $6.0M
FWL Investment Management, LLC 1.10% Add +864.8% 112,391 $6.0M
Harbour Investments, Inc. 0.08% Reduce -9.1% 111,084 $5.9M
Stratos Wealth Partners, LTD. 0.06% Reduce -0.2% 110,404 $5.9M
NTV Asset Management LLC 0.57% Add +1.8% 109,670 $5.9M
Mgo One Seven LLC 0.10% Reduce -5.1% 108,768 $5.8M
Level Four Advisory Services, LLC 0.16% Add +54.5% 108,054 $5.8M
Trivium Point Advisory, LLC 0.52% New 107,646 $5.8M
Group One Trading LLC 0.16% New 106,823 $5.7M
Lido Advisors, LLC 0.02% Add +77.2% 106,162 $5.7M
Nations Financial Group Inc, /Ia/ 0.27% Reduce -0.1% 105,199 $5.6M
Corecam AG 4.80% Add +2.1% 105,050 $5.6M
Mercer Global Advisors Inc. 0.01% Reduce -3.3% 104,727 $5.6M
Independent Advisor Alliance 0.13% Add +3.4% 103,935 $5.6M
Cibc World Market Inc. 0.01% Reduce -7.0% 103,692 $5.5M
EP Wealth Advisors, LLC 0.02% Add +5.4% 103,496 $5.5M
Fifth Third Securities, Inc. 0.32% Reduce -19.7% 103,421 $5.5M
US Bancorp \de 0.01% Reduce -2.0% 103,387 $5.5M
Prospera Financial Services Inc 0.08% Add +0.9% 103,278 $5.5M
Concurrent Investment Advisors, LLC 0.05% Add +32.9% 102,777 $5.5M
Kovack Advisors, Inc. 0.26% Reduce -6.1% 102,275 $5.5M
Pettinga Financial Advisors LLC 0.87% Reduce -0.7% 101,817 $5.4M
HSBC Holdings PLC 0.00% Add +109.5% 100,541 $5.4M
Kiker Wealth Management, LLC 2.09% Reduce -6.4% 100,226 $5.4M
Agp Franklin, LLC 2.31% Add +4.4% 99,609 $5.3M
Lesa Sroufe & Co 3.79% Add +2.9% 99,461 $5.3M
Sovran Advisors, LLC 0.39% Add +2.1% 101,916 $5.3M
Mutual Advisors, LLC 0.10% Add +5.9% 97,693 $5.2M
Twin Tree Management, LP 0.81% Add +1682.8% 97,304 $5.2M
Private Wealth Asset Management, LLC 0.50% Reduce -8.3% 97,195 $5.2M
Private Harbour Investment Management & Counsel, LLC 6.15% Reduce -0.4% 96,878 $5.2M
Independent Wealth Network Inc. 1.32% Reduce -8.7% 96,621 $5.2M
Bravias Capital Group, LLC 3.05% Reduce -7.6% 96,125 $5.1M
Jamison Private Wealth Management, Inc. 0.53% Reduce -0.0% 96,059 $5.1M
Bfsg, LLC 0.45% Add +7.2% 95,561 $5.1M
AE Wealth Management LLC 0.02% Add +15.5% 94,257 $5.0M
RM Financial Services, LLC 3.74% Add +1.0% 94,142 $5.0M
Kingsview Wealth Management, LLC 0.06% Reduce -2.7% 91,812 $4.9M
Aragon Global Management, LP 1.85% New 91,300 $4.9M
Innovative Advisory Group, LLC 3.72% Reduce -12.3% 91,046 $4.9M
Shay Capital LLC 0.53% Add +157.1% 90,000 $4.8M
Evanson Financial, LLC 0.23% — 89,654 $4.8M
Nkcfo LLC 1.44% No change 89,125 $4.8M
ARS Wealth Advisors Group, LLC 0.37% Add +0.2% 89,079 $4.8M
James Investment Research, Inc. 0.48% Reduce -1.9% 88,485 $4.7M
Southeast Asset Advisors, LLC 0.48% Add +0.1% 88,235 $4.7M
Axxcess Wealth Management, LLC 0.07% Reduce -9.8% 88,131 $4.7M
Calamos Advisors LLC 0.02% Add +995.0% 87,600 $4.7M
LMR Partners LLP 0.04% Reduce -51.5% 87,093 $4.7M
IronBridge Private Wealth, LLC 1.52% Add +21.3% 86,692 $4.6M
Scotia Capital Inc. 0.02% Reduce -19.7% 86,651 $4.6M
Centaurus Financial, Inc. 0.18% Add +3.2% 86,601 $4.6M
GK Wealth Management LLC 2.76% New 85,355 $4.6M
Strategic Investment Solutions, Inc. 1.04% Reduce -21.2% 85,327 $4.6M
Cornerstone Wealth Management, LLC 0.19% Reduce -5.8% 84,569 $4.5M
Brookwood Investment Group LLC 0.52% Add +206.5% 84,370 $4.5M
Arete Wealth Advisors, LLC 0.30% Reduce -6.1% 84,277 $4.5M
Chelsea Counsel Co. 1.90% No change 84,000 $4.5M
EverSource Wealth Advisors, LLC 0.15% Add +0.9% 83,287 $4.5M
DAVENPORT & Co LLC 0.02% Reduce -1.9% 82,272 $4.4M
World Investment Advisors 0.07% Reduce -2.5% 65,185 $4.4M
HUB Investment Partners, LLC 0.08% Add +1.5% 81,746 $4.4M
Clearstead Advisors, LLC 0.04% Add +581.6% 81,720 $4.4M
SageGuard Financial Group, LLC 0.61% Add +57.6% 81,577 $4.4M
CI Investments Inc. 0.01% No change 81,000 $4.3M
IHT Wealth Management, LLC 0.09% Reduce -12.5% 80,096 $4.3M
Assetmark, Inc. 0.01% Add +16.8% 80,040 $4.3M
ROI Financial Advisors, LLC 2.21% Add +3.7% 79,704 $4.3M
O'Domhnaill Enterprises, Inc. 3.37% Reduce -2.3% 78,899 $4.2M
RFG Advisory, LLC 0.07% Add +82.3% 78,381 $4.2M
Sowell Financial Services LLC 0.14% Reduce -47.5% 77,748 $4.2M
Eagle Strategies LLC 0.41% Add +4.7% 77,701 $4.2M
Balyasny Asset Management L.P. 0.01% Add +9.5% 77,364 $4.1M
Apollon Wealth Management, LLC 0.05% Reduce -1.9% 76,067 $4.1M
Farther Finance Advisors, LLC 0.03% Reduce -0.9% 75,635 $4.0M
HB Wealth Management, LLC 0.02% Add +1.1% 75,591 $4.0M
Summit Financial, LLC 0.04% Reduce -0.1% 75,339 $4.0M
Nwam LLC 0.20% Reduce -16.1% 74,884 $4.0M
Kestra Private Wealth Services, LLC 0.04% Reduce -6.3% 74,348 $4.0M
AlTi Global, Inc. 0.08% Reduce -3.2% 74,136 $4.0M
Global Retirement Partners, LLC 0.06% — 73,407 $3.9M
Cinctive Capital Management LP 0.16% Add +388.0% 73,200 $3.9M
Sicart Associates LLC 0.93% Reduce -0.1% 71,180 $3.8M
Benin Management CORP 0.77% No change 70,735 $3.8M
Allworth Financial LP 0.02% Reduce -29.1% 69,276 $3.7M
Midwest Trust Co 0.04% Add +2.4% 68,657 $3.7M
AQR Capital Management 0.00% Add +12.7% 68,626 $3.7M
Silver Oak Securities, Incorporated 0.22% Add +35.3% 68,422 $3.7M
Natixis 0.02% Add +292.9% 68,196 $3.6M
Empirical Asset Management, LLC 0.81% Reduce -31.0% 67,443 $3.6M
Savvy Advisors, Inc. 0.08% Add +33.3% 66,898 $3.6M
Dynamic Advisor Solutions LLC 0.10% Reduce -7.3% 65,211 $3.5M
Bath Savings Trust Co 0.36% Add +1.0% 65,035 $3.5M
PGIM Custom Harvest LLC 0.04% Reduce -5.7% 65,022 $3.5M
Nwi Management LP 0.22% No change 65,000 $3.5M
Robertson Stephens Wealth Management, LLC 0.09% Add +0.3% 64,676 $3.5M
PCG Wealth Advisors, LLC 0.76% Add +5.2% 63,342 $3.4M
Money Concepts Capital Corp. 0.16% Reduce -20.7% 63,057 $3.4M
Exit Wealth Advisors, LLC. 1.53% Add +26.6% 62,592 $3.3M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -1.2% 62,406 $3.3M
Pallas Capital Advisors LLC 0.10% Reduce -5.1% 61,893 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 61,853 $3.3M
Verition Fund Management LLC 0.03% Add +390.4% 61,708 $3.3M
Wellington Shields Capital Management, LLC 0.42% Reduce -1.1% 61,322 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -3.2% 60,964 $3.3M
Associated Banc-Corp 0.08% Reduce -2.8% 60,744 $3.2M
Csenge Advisory Group 0.13% Add +203.7% 60,725 $3.2M
Two Sigma Investments, LP 0.00% New 60,558 $3.2M
Western Wealth Management, LLC 0.11% Add +1.0% 60,454 $3.2M
Simplex Trading, LLC 0.08% New 59,816 $3.2M
Waverly Advisors, LLC 0.02% Add +11.2% 59,164 $3.2M
Guggenheim Capital LLC 0.02% Add +15.8% 59,008 $3.2M
BlackRock, Inc. 0.00% Add +14.6% 58,949 $3.2M
Tucker Asset Management LLC 0.77% Add +4.3% 58,043 $3.1M
Merit Financial Group, LLC 0.02% Add +7.8% 57,468 $3.1M
Belpointe Asset Management LLC 0.10% Reduce -3.3% 57,218 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -6.7% 57,190 $3.1M
Royal Fund Management, LLC 0.25% Add +77.2% 57,095 $3.1M
Benjamin Edwards Inc. 0.03% Add +26.4% 56,945 $3.0M
Barnes Dennig Private Wealth Management LLC 2.43% Reduce -7.4% 56,796 $3.0M
Cadent Capital Advisors, LLC 0.63% Add +30.0% 56,709 $3.0M
Inspire Trust Co, N.A. 0.42% Add +5.6% 56,500 $3.0M
Eaton Financial Holdings Company, LLC 0.82% Add +62.3% 56,145 $3.0M
Two Sigma Securities, LLC 0.26% Add +276.0% 56,000 $3.0M
CreativeOne Wealth, LLC 0.06% Reduce -9.9% 55,841 $3.0M
OneDigital Investment Advisors LLC 0.02% Add +22.1% 54,994 $2.9M
AlphaStar Capital Management, LLC 0.19% Reduce -3.0% 54,955 $2.9M
Sequoia Financial Advisors, LLC 0.01% Add +5.3% 54,784 $2.9M
Mustico Financial Group, Inc. 1.89% Reduce -0.9% 55,290 $2.9M
Sapient Capital LLC 0.04% Add +1.6% 54,367 $2.9M
M Holdings Securities, Inc. 0.40% Reduce -1.9% 54,367 $2.9M
Callan Family Office, LLC 0.06% Add +126.8% 54,018 $2.9M
Perigon Wealth Management, LLC 0.05% Reduce -12.5% 53,754 $2.9M
Dorsey Wright & Associates 0.49% Reduce -44.7% 53,719 $2.9M
Moors & Cabot, Inc. 0.11% Add +23.3% 53,045 $2.8M
Lake Hills Wealth Management, LLC 1.27% Add +19.1% 52,376 $2.8M
Snowden Capital Advisors LLC 0.07% Reduce -41.5% 51,910 $2.8M
CENTRAL TRUST Co 0.05% Reduce -31.6% 51,747 $2.8M
RPg Family Wealth Advisory, LLC 0.46% Add +1.4% 51,702 $2.8M
B. Riley Wealth Advisors, Inc. 0.15% Add +0.5% 52,416 $2.8M
Risk Paradigm Group, LLC 2.16% Add +1.0% 51,457 $2.8M
Thrivent Financial for Lutherans 0.00% Add +3.8% 51,043 $2.7M
Arkadios Wealth Advisors 0.04% Reduce -40.3% 51,029 $2.7M
Jefferies Financial Group Inc. 0.03% New 50,899 $2.7M
Fortis Capital Advisors, LLC 0.30% Reduce -0.8% 50,740 $2.7M
Avalon Capital Management 0.64% Reduce -0.7% 50,646 $2.7M
WealthCare Investment Partners, LLC 0.65% Add +7.8% 50,375 $2.7M
Atria Investments, Inc 0.03% Reduce -23.8% 49,690 $2.7M
PFG Investments, LLC 0.10% Reduce -2.9% 49,232 $2.6M
OpenArc Corporate Advisory, LLC 0.03% Add +12.5% 48,858 $2.6M
Crescent Grove Advisors, LLC 0.21% Add +116.8% 47,427 $2.5M
VestGen Advisors, LLC 0.07% Reduce -0.5% 47,183 $2.5M
Wedbush Securities Inc. 0.07% Add +1.2% 47,110 $2.5M
Broussard Financial Group LLC 2.02% Reduce -7.9% 47,059 $2.5M
Blue Trust, Inc. 0.03% Reduce -14.7% 46,798 $2.5M
National Wealth Management Group, LLC 0.77% Reduce -4.7% 46,633 $2.5M
Dakota Wealth Management 0.05% Add +94.1% 46,122 $2.5M
Well Done, LLC 0.33% Reduce -4.4% 45,420 $2.4M
Fortis Group Advisors, LLC 0.39% Reduce -48.0% 45,281 $2.4M
Centennial Wealth Advisory LLC 0.51% Reduce -0.9% 44,405 $2.4M
Ieq Capital, LLC 0.01% Add +5.8% 44,361 $2.4M
Whittier Trust Co. of Nevada Inc. 0.04% Add +0.2% 43,175 $2.4M
Revisor Wealth Management LLC 0.56% Add +19.2% 43,836 $2.3M
Wealth Watch Advisors, INC 0.76% Reduce -15.2% 43,721 $2.3M
Investment Partners, LTD. 0.73% Add +0.1% 43,665 $2.3M
Independent Wealth Advisors LLC 2.07% Reduce -0.9% 42,810 $2.3M
truNorth Financial Services, Inc. 2.03% Reduce -9.7% 42,395 $2.3M
Fielder Capital Group LLC 0.49% Add +5.5% 42,319 $2.3M
Acorn Wealth Advisors, LLC 0.55% Add +10.7% 42,040 $2.2M
Capstone Wealth Management Group, Inc. 1.34% — 41,620 $2.2M
Principal Securities, Inc. 0.03% Reduce -5.0% 41,547 $2.2M
Geneos Wealth Management Inc. 0.05% Reduce -3.5% 41,484 $2.2M
Sprott Inc. 0.07% Reduce -0.4% 41,380 $2.2M
Tidal Investments LLC 0.01% Reduce -60.5% 41,110 $2.2M
J. Safra Sarasin Holding AG 0.03% Add +360.9% 38,686 $2.2M
First Command Advisory Services, Inc. 0.01% Reduce -1.9% 40,804 $2.2M
Strategic Blueprint, LLC 0.11% Reduce -0.2% 40,315 $2.2M
Mezzasalma Advisors, LLC 0.43% Reduce -0.2% 40,223 $2.2M
Financial Plan, Inc. 0.20% Reduce -0.0% 40,008 $2.1M
DCF Advisers, LLC 0.56% No change 40,000 $2.1M
Ausdal Financial Partners, Inc. 0.08% Add +7.9% 39,759 $2.1M
Robinson Value Management, Ltd. 1.13% Reduce -1.5% 39,612 $2.1M
One Charles Private Wealth Services, LLC 0.49% Reduce -8.6% 39,592 $2.1M
Park Avenue Securities LLC 0.01% Add +43.2% 39,436 $2.1M
McCarter Private Wealth Services LLC 0.72% No change 39,250 $2.1M
Spahn Wealth & Retirement LLC 1.34% New 39,056 $2.1M
Flagship Harbor Advisors, LLC 0.08% Reduce -3.0% 38,422 $2.1M
Hillcrest Wealth Advisors - NY, LLC 0.73% Add +835.7% 38,365 $2.1M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -22.9% 38,330 $2.0M
Choreo, LLC 0.02% Reduce -0.0% 38,155 $2.0M
Wealthspan Partners, LLC 0.64% Reduce -2.1% 37,892 $2.0M
Discipline Wealth Solutions, LLC 0.18% Add +7.9% 37,750 $2.0M
Patten Group, Inc. 0.31% Add +3.4% 37,699 $2.0M
Bluespring Wealth Management, LLC 0.04% Add +520.5% 37,620 $2.0M
Royal Palms Capital LLC 1.76% Reduce -1.1% 37,368 $2.0M
Capital Advisors Inc. 0.03% Reduce -0.8% 37,361 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.4% 37,142 $2.0M
Williams & Novak, LLC 1.33% Reduce -5.1% 37,100 $2.0M
Clare Market Investments LLC 0.36% Reduce -0.4% 36,467 $1.9M
Moneco Advisors, LLC 0.12% Reduce -47.7% 36,466 $1.9M
Rehmann Capital Advisory Group 0.09% Add +49.9% 36,421 $1.9M
Wealth Quarterback LLC 0.60% Add +8.7% 36,088 $1.9M
Linden Thomas Advisory Services, LLC 0.15% Add +9.8% 35,837 $1.9M
First Foundation Advisors 0.07% Add +8.0% 35,704 $1.9M
Violich Capital Management, Inc. 0.21% Reduce -16.1% 35,510 $1.9M
Coastal Bridge Advisors, LLC 0.12% Reduce -8.8% 35,395 $1.9M
IFP Advisors, Inc 0.03% Reduce -6.9% 35,315 $1.9M
Avior Wealth Management, LLC 0.05% Reduce -4.7% 35,165 $1.9M
Symphony Financial, Ltd. Co. 0.21% Reduce -4.3% 35,679 $1.9M
Empowered Funds, LLC 0.01% Add +30.7% 35,131 $1.9M
Kingswood Wealth Advisors, LLC 0.08% Reduce -3.6% 35,109 $1.9M
Hoey Investments, Inc. 0.25% Reduce -24.7% 34,775 $1.9M
All Terrain Financial Advisors, LLC 0.39% Add +176.8% 34,442 $1.8M
Simmons Bank 0.10% Add +55.6% 34,374 $1.8M
Cushing Capital Partners, LLC 1.26% Add +4.9% 34,353 $1.8M
Aptus Capital Advisors, LLC 0.01% Add +195.8% 33,879 $1.8M
Plan Group Financial, LLC 0.37% Reduce -48.6% 33,630 $1.8M
Focus Financial Network, Inc. 0.06% Reduce -2.2% 33,549 $1.8M
Alamea Verwaltungs GmbH 1.43% No change 33,460 $1.8M
Florida Financial Advisors, LLC 0.30% Reduce -1.3% 33,328 $1.8M
Pekin Hardy Strauss, Inc. 0.16% Reduce -1.1% 33,305 $1.8M
Praxis Capital Management LLC 2.80% Add +100.0% 33,000 $1.8M
Golden State Wealth Management, LLC 0.16% Add +16.5% 32,929 $1.8M
Stokes Family Office, LLC 0.20% No change 32,800 $1.8M
Regions Financial Corp. 0.01% Reduce -20.8% 32,745 $1.8M
SilverOak Wealth Management LLC 0.23% No change 32,681 $1.7M
WNY Asset Management, LLC 0.16% Reduce -4.8% 32,624 $1.7M
Walleye Trading LLC 0.02% Reduce -70.8% 32,412 $1.7M
Columbus Macro, LLC 0.17% Reduce -0.4% 31,978 $1.7M
Wealthspire Retirement, LLC 0.09% Add +7.1% 32,386 $1.7M
Johnson Investment Counsel Inc. 0.01% Reduce -1.9% 31,288 $1.7M
Ameliora Wealth Management Ltd. 0.50% Add +8.0% 31,210 $1.7M
Whittier Trust Co. 0.02% Add +2.1% 29,674 $1.7M
Broyhill Asset Management, LLC 1.47% Add +34.8% 31,000 $1.7M
Rakuten Securities, Inc. 0.39% Reduce -21.6% 30,987 $1.7M
Parallel Advisors, LLC 0.03% Add +29.6% 30,981 $1.7M
Principal Financial Group Inc. 0.00% No change 30,853 $1.6M
Keybank National Association 0.01% Reduce -2.5% 30,740 $1.6M
Brown Advisory Inc. 0.00% Reduce -5.3% 30,549 $1.6M
Larson Financial Group LLC 0.04% Add +31.2% 30,529 $1.6M
Neuberger Berman Group LLC 0.00% Add +4.9% 30,104 $1.6M
Quantinno Capital Management LP 0.00% Reduce -2.3% 30,027 $1.6M
Professional Financial Advisors, LLC 0.28% Reduce -1.4% 29,772 $1.6M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.3% 29,765 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.57% Add +7.8% 29,489 $1.6M
Abbington Investment Group 1.00% No change 29,354 $1.6M
Northern Trust Corp. 0.00% Reduce -6.1% 29,347 $1.6M
Parsons Capital Management Inc. 0.07% Reduce -2.0% 29,345 $1.6M
Titiun Yejiel 1.35% No change 29,018 $1.6M
Bank of Stockton 0.43% No change 28,890 $1.5M
Zhang Financial LLC 0.05% Add +2.1% 28,883 $1.5M
Essex Financial Services, Inc. 0.08% Reduce -0.5% 28,751 $1.5M
Ingalls & Snyder LLC 0.04% No change 28,714 $1.5M
Rooted Wealth Advisors, Inc. 0.38% Add +14.1% 28,645 $1.5M
Van Hulzen Asset Management, LLC 0.11% Add +8.4% 28,444 $1.5M
Optiver Holding B.V. 0.02% Reduce -95.7% 28,386 $1.5M
E&G Advisors, LLC 0.29% Reduce -3.2% 28,096 $1.5M
Regal Investment Advisors LLC 0.08% Add +3.6% 27,883 $1.5M
Stenham Asset Management Ltd 1.06% No change 27,700 $1.5M
Signal Advisors Wealth, LLC 0.08% Add +21.4% 27,595 $1.5M
N.E.W. Advisory Services LLC 0.10% Add +2.8% 27,551 $1.5M
Koshinski Asset Management, Inc. 0.08% Reduce -2.4% 27,414 $1.5M
Vestmark Advisory Solutions, Inc. 0.01% Add +2.0% 27,282 $1.5M
Cypress Wealth Services, LLC 0.18% Reduce -1.3% 26,951 $1.4M
Texas Yale Capital Corp. 0.03% No change 26,750 $1.4M
HighPoint Advisor Group LLC 0.05% Add +1.2% 26,534 $1.4M
Continuum Advisory, LLC 0.11% Add +107.4% 26,426 $1.4M
NWF Advisory Services Inc. 0.13% Add +2.3% 26,413 $1.4M
Caitlin John, LLC 0.77% Reduce -42.7% 26,313 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -9.0% 26,223 $1.4M
Betterment LLC 0.00% Reduce -15.8% 26,085 $1.4M
Biltmore Family Office, LLC 0.18% Reduce -50.0% 26,000 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Add +2.3% 25,996 $1.4M
Signaturefd, LLC 0.02% No change 25,906 $1.4M
Bayshore Capital Advisors, LLC 0.64% No change 25,750 $1.4M
Main Street Financial Solutions, LLC 0.09% Reduce -0.5% 25,713 $1.4M
Clear Creek Financial Management, LLC 0.09% Reduce -27.2% 25,603 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +10.5% 25,426 $1.4M
Fifth Third Wealth Advisors LLC 0.04% Add +0.2% 24,939 $1.3M
IFG Advisory, LLC 0.05% Add +5010.7% 24,787 $1.3M
Euro Pacific Asset Management, LLC 0.15% Add +10.2% 5,615 $1.3M
OneAscent Financial Services LLC 0.06% Reduce -0.6% 24,487 $1.3M
LifeWealth Investments, LLC 0.35% Add +4.0% 24,467 $1.3M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -7.6% 24,360 $1.3M
Mission Wealth Management, LP 0.02% Add +52.3% 24,271 $1.3M
Evermay Wealth Management LLC 0.13% Reduce -2.7% 24,198 $1.3M
Coppell Advisory Solutions LLC 0.11% New 3,798 $1.3M
Fox Hill Wealth Management 0.51% Reduce -1.2% 23,976 $1.3M
Cathy Pareto & Associates, Inc. 0.75% Reduce -1.0% 23,968 $1.3M
Tudor Financial Inc. 0.58% Reduce -27.9% 23,928 $1.3M
Legacy Wealth Managment, LLC 0.53% Add +88.6% 23,885 $1.3M
Thoroughbred Financial Services, LLC 0.06% Reduce -2.3% 23,875 $1.3M
PFG Advisors 0.06% Reduce -10.9% 23,860 $1.3M
TopTier Wealth Management, LLC 0.77% No change 23,832 $1.3M
Capital Advisor Network LLC 1.59% New 23,749 $1.3M
Pinnacle Family Advisors, LLC 0.53% Add +5.9% 23,721 $1.3M
Gradient Capital Advisors, LLC 0.29% Reduce -1.3% 23,579 $1.3M
Brighton Jones LLC 0.02% Add +2.4% 23,570 $1.3M
Bank of Nova Scotia 0.00% Reduce -39.3% 23,313 $1.2M
Diversify Advisory Services, LLC 0.02% New 23,550 $1.2M
Diversify Wealth Management, LLC 0.02% Reduce -24.6% 23,550 $1.2M
Herold Advisors, Inc. 0.24% No change 23,162 $1.2M
Vanguard Capital Wealth Advisors 0.84% Reduce -2.9% 23,089 $1.2M
Quadcap Wealth Management, LLC 0.12% Add +0.8% 22,880 $1.2M
WESCAP Management Group, Inc. 0.23% Reduce -15.4% 22,819 $1.2M
Argent Trust Co 0.03% Add +16.6% 22,450 $1.2M
Moulton Wealth Management, Inc. 0.78% Reduce -9.1% 21,819 $1.2M
Savant Capital, LLC 0.00% Add +41.4% 22,085 $1.2M
Hyposwiss Advisors SA 1.12% No change 22,130 $1.2M
Nalls Sherbakoff Group, LLC 0.84% Reduce -2.0% 22,073 $1.2M
Baldwin Wealth Partners LLC 0.08% No change 22,059 $1.2M
BTC Capital Management, Inc. 0.07% No change 22,000 $1.2M
BOS Asset Management, LLC 0.27% Reduce -1.5% 21,998 $1.2M
Empire Financial Management Company, LLC 0.46% Reduce -0.2% 21,948 $1.2M
Providence First Trust Co 0.33% Add +4.6% 21,825 $1.2M
Capital Investment Advisors, LLC 0.02% Reduce -5.0% 21,764 $1.2M
Credit Agricole S A 0.00% Reduce -73.4% 21,698 $1.2M
Equitable Trust Co. 0.05% Add +164.1% 21,647 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +19.5% 21,638 $1.2M
Modern Wealth Management, LLC 0.01% Add +66.0% 21,622 $1.2M
Welch Group, LLC 0.04% Reduce -1.1% 21,562 $1.2M
Retirement Planning Group, LLC 0.03% Reduce -4.1% 21,468 $1.1M
LexAurum Advisors, LLC 0.13% Reduce -1.3% 21,413 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +9.9% 21,358 $1.1M
Miller Financial Services LLC 0.92% Add +34.2% 21,340 $1.1M
Rye Brook Capital LLC 0.80% Add +33.6% 21,328 $1.1M
IMG Wealth Management, Inc. 0.63% Reduce 0.0% 21,305 $1.1M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.80% Reduce -3.4% 21,281 $1.1M
Elevation Wealth Management LLC 0.85% Add +0.9% 21,274 $1.1M
Q3 Asset Management 0.21% Add +10.8% 21,175 $1.1M
Rosenberg Matthew Hamilton 0.21% No change 21,106 $1.1M
Conservest Capital Advisors, Inc. 0.09% Reduce -1.1% 21,036 $1.1M
Ellis Investment Partners, LLC 0.17% Add +3.7% 20,970 $1.1M
NewEdge Wealth, LLC 0.01% Add +2.2% 20,854 $1.1M
Harbor Investment Advisory, LLC 0.08% Reduce -1.8% 20,809 $1.1M
Fiduciary Trust Co 0.01% No change 20,759 $1.1M
West Michigan Advisors, LLC 0.21% Add +91.8% 20,756 $1.1M
CPR Investments Inc. 0.85% Reduce -3.4% 20,699 $1.1M
Realta Investment Advisors 0.34% Add +9.5% 20,666 $1.1M
United Financial Planning Group LLC 0.56% Add +2.5% 20,571 $1.1M
O'ROURKE & COMPANY, Inc 0.38% Add +0.1% 20,490 $1.1M
Oakworth Capital, Inc. 0.05% No change 20,430 $1.1M
Principia Wealth Advisory, LLC 0.54% Reduce -3.0% 20,309 $1.1M
Bridgewealth Advisory Group, LLC 0.20% Reduce -0.6% 20,306 $1.1M
Cary Street Partners Financial LLC 0.02% Add +0.5% 20,263 $1.1M
Soltis Investment Advisors LLC 0.06% Reduce -3.4% 20,184 $1.1M
Balefire, LLC 0.18% New 20,155 $1.1M
Quadrant Private Wealth Management, LLC 0.24% Add +96.1% 20,126 $1.1M
ION Fund Management Ltd 0.13% No change 20,100 $1.1M
Perennial Investment Advisors, LLC 0.07% Reduce -65.7% 20,086 $1.1M
Basso Capital Management, L.P. 0.26% Reduce -64.0% 20,027 $1.1M
Cyrus Capital Partners, L.P. 0.73% New 20,000 $1.1M
WJ Financial Advisors LLC 0.79% Reduce -10.1% 19,970 $1.1M
Ethos Financial Group, LLC 0.07% Add +4.8% 20,589 $1.1M
Natixis Advisors, LLC 0.00% Add +16.8% 19,933 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -68.3% 19,776 $1.1M
FMR LLC 0.00% Reduce -17.6% 19,731 $1.1M
Fiduciary Financial Group, LLC 0.12% Add +3.4% 19,721 $1.1M
Power Wealth Management LLC 0.36% Add +156.2% 19,683 $1.1M
Bison Wealth, LLC 0.10% Reduce -1.8% 18,685 $1.0M
Prosperity Consulting Group, LLC 0.04% Add +14.8% 19,574 $1.0M
Evergreen Capital Management LLC 0.02% Add +1.2% 19,566 $1.0M
Rathbones Group PLC 0.00% Reduce -9.3% 19,506 $1.0M
Founders Financial Securities LLC 0.05% Reduce -3.1% 19,414 $1.0M
IKE Capital, LLC 0.54% Reduce -18.5% 19,275 $1.0M
Evercore Wealth Management, LLC 0.01% No change 19,179 $1.0M
Titleist Asset Management, LLC 0.07% Reduce -6.2% 19,130 $1.0M
L. Roy Papp & Associates, LLP 0.11% No change 19,000 $1.0M
First National Trust Co 0.03% Add +1.9% 18,932 $1.0M
Founders Financial Alliance, LLC 0.13% Reduce -18.0% 18,915 $1.0M
Hudock, Inc. 0.13% Add +0.3% 18,838 $1.0M
Foguth Wealth Management, LLC. 0.11% Reduce -0.3% 19,724 $1.0M
Wealth Management Associates, Inc. 0.28% Reduce -2.6% 18,735 $1.0M
Artesa Financial Group, LLC 0.85% Add +13.4% 18,675 $999K
Ancora Advisors LLC 0.02% Reduce -13.4% 18,607 $995K
Rothschild Investment LLC 0.04% Add +5.7% 18,433 $986K
Bienville Capital Management, LLC 0.14% No change 18,362 $982K
Altfest L J & Co. Inc. 0.10% Reduce -8.1% 18,362 $982K
Keystone Financial Group 0.06% Reduce -43.1% 18,338 $981K
Gladstone Institutional Advisory LLC 0.03% Reduce -10.7% 18,305 $979K
Impact Partnership Wealth, LLC 0.10% Reduce -12.4% 18,292 $978K
Glenmede Trust Co. NA 0.00% Reduce -25.9% 18,281 $977K
Quantum Financial Partners LLC 0.50% — 18,130 $969K
Valmark Advisers, Inc. 0.01% Add +37.1% 18,026 $964K
Aprio Wealth Management, LLC 0.05% Add +0.8% 17,889 $957K
PKS Advisory Services, LLC 0.15% Reduce -5.3% 17,803 $952K
New England Professional Planning Group Inc. 0.35% No change 17,774 $950K
Verus Capital Partners, LLC 0.05% Reduce -2.1% 17,623 $942K
Curran Financial Partners, LLC 0.14% Add +6.8% 17,381 $929K
FLC Capital Advisors 0.15% Add +1.0% 17,357 $928K
International Assets Investment Management, LLC 0.06% Reduce -0.8% 17,307 $927K
Stablepoint Partners, LLC 0.13% Reduce -31.4% 17,271 $923K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +94.6% 17,476 $923K
Verity Asset Management, Inc. 0.35% Reduce -2.3% 17,127 $916K
Advisory Alpha, LLC 0.02% Reduce -8.1% 17,126 $916K
Rahlfs Capital, LLC 0.67% Add +4.6% 17,075 $913K
Simplicity Wealth,LLC 0.03% Reduce -11.7% 17,025 $910K
Avidian Wealth Enterprises, LLC 0.03% Add +52.6% 16,908 $904K
Pinnacle Associates Ltd. 0.01% Reduce -13.7% 16,898 $904K
Stratos Wealth Advisors, LLC 0.05% Reduce -6.3% 16,759 $896K
Sovereign Financial Group, Inc. 0.14% Add +5.6% 16,758 $896K
Clarus Group, Inc. 0.30% No change 16,750 $896K
AGH Wealth Advisors, LLC 0.56% Add +5.5% 16,685 $892K
DDFG, Inc 0.18% No change 16,644 $890K
Comprehensive Financial Consultants Institutional, Inc. 0.23% Add +56.4% 16,500 $882K
Aviance Capital Partners, LLC 0.09% Add +18.8% 16,483 $881K
Kiley Juergens Wealth Management, LLC 0.14% Reduce -4.1% 16,458 $880K
Calton & Associates, Inc. 0.13% Reduce -12.3% 16,345 $874K
Portfolio Strategies, Inc. 0.09% Add +0.7% 16,342 $874K
Spectrum Wealth Advisory Group, LLC 0.25% Reduce -0.1% 16,308 $872K
PW Nova Financial Services LLC 0.19% Reduce -0.1% 16,228 $868K
Rossby Financial, LCC 0.16% No change 16,193 $866K
BlueChip Wealth Advisors LLC 0.33% Add +171.5% 16,147 $863K
Avantax Planning Partners, Inc. 0.02% Add +11.9% 16,113 $862K
M&T Bank Corp 0.00% Reduce -58.5% 16,101 $861K
Advance Capital Management, Inc. 0.03% Add +23.2% 15,968 $854K
VVR Holdings LLC 0.37% Add +163.3% 15,954 $853K
Signature Estate & Investment Advisors LLC 0.02% Add +5.6% 15,837 $847K
BCS Private Wealth Management, Inc. 0.25% Add +28.5% 15,795 $845K
Arkos Global Advisors 0.10% Reduce -0.8% 15,765 $843K
SCS Capital Management LLC 0.01% Reduce -0.6% 15,749 $842K
Resolute Wealth Strategies, LLC 0.32% Reduce -0.1% 15,575 $833K
Wealthstar Advisors, LLC 0.41% No change 15,556 $832K
Schaper Benz & Wise Investment Counsel Inc. 0.06% Add +0.3% 15,545 $831K
URS Advisory LLC 0.46% Add +7.5% 15,523 $830K
Sound Income Strategies, LLC 0.04% Add +1.2% 15,468 $827K
Mesirow Financial Investment Management, Inc. 0.01% Add +59.5% 15,449 $826K
Xcelsior Advisor Partners LLC 0.11% New 15,427 $825K
SteelPeak Wealth, LLC 0.02% Add +4.8% 15,360 $821K
StoneX Group Inc. 0.03% Add +8.0% 15,211 $812K
Advyzon Investment Management, LLC 0.06% Add +1.4% 15,161 $811K
Winmill & Co. Inc. 0.18% No change 15,070 $806K
Premier Financial Group 0.16% Add +8.1% 15,054 $805K
Wilmar Advisors LLC 0.58% No change 15,000 $802K
SkyView Investment Advisors, LLC 0.63% No change 15,000 $802K
Cohen & Steers, Inc. 0.00% Reduce -89.4% 15,000 $802K
Measured Wealth Private Client Group, LLC 0.19% Add +19.6% 14,990 $802K
Alterna Wealth Management, Inc. 0.46% Reduce -39.1% 14,871 $795K
Worth Asset Management, LLC 0.25% Add +12.4% 14,860 $795K
Taylor & Morgan Wealth Management, LLC 0.39% No change 14,809 $792K
Integrity Alliance, Llc. 0.02% Reduce -0.5% 14,801 $791K
Muirfield Wealth Advisors LLC 0.52% No change 14,793 $791K
Grandview Asset Management LLC 0.20% Add +0.4% 14,700 $786K
Moneta Group Investment Advisors LLC 0.01% Add +2.6% 14,614 $781K
Beaumont Financial Advisors, LLC 0.05% Reduce -3.9% 14,603 $781K
Wealth Effects LLC 0.21% Add +22.8% 14,598 $781K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -3.0% 14,544 $778K
MCF Advisors LLC 0.03% Reduce -8.2% 14,529 $777K
Cardiff Park Advisors, LLC 0.06% No change 14,471 $774K
Stephen J. Garry & Associates, LLC 0.56% Reduce -7.4% 14,425 $771K
Isthmus Partners, LLC 0.07% No change 14,410 $771K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -6.1% 14,369 $768K
Spire Wealth Management 0.02% Reduce -69.5% 14,354 $768K
Huntington National Bank 0.01% Add +3.1% 14,304 $765K
Abacus Planning Group, Inc. 0.09% Add +0.5% 14,205 $760K
Erste Asset Management GmbH 0.01% New 14,200 $759K
Roan Capital Partners 0.63% Add +125.2% 14,123 $755K
Vise Technologies, Inc. 0.01% Add +11.7% 14,059 $752K
Highline Wealth Partners LLC 0.15% New 14,029 $750K
Highland Investment Advisors LLC 0.33% — 13,954 $746K
One Capital Management, LLC 0.02% New 10,904 $743K
Freestone Capital Holdings, LLC 0.02% Add +16.2% 13,889 $743K
Fiduciary Alliance LLC 0.05% Reduce -65.5% 13,715 $733K
Indiana Trust & Investment Management Co 0.20% No change 13,670 $731K
Compass Financial Management LLC 0.09% — 13,602 $729K
First Trust Advisors LP 0.00% Reduce -0.1% 13,580 $726K
Focused Alpha, LLC 0.19% Reduce -3.7% 13,551 $725K
WCG Wealth Advisors LLC 0.02% Reduce -9.5% 13,501 $722K
Madison Wealth Partners, Inc 0.09% Add +3.8% 13,461 $720K
S.A. Mason LLC 0.22% Add +3.7% 13,429 $718K
Hibernia Wealth Partners, LLC 0.39% Reduce -49.4% 13,423 $718K
First Heartland Consultants, Inc. 0.05% Reduce -16.4% 13,408 $717K
TD Private Client Wealth LLC 0.01% Reduce -66.1% 13,398 $716K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.3% 13,384 $716K
RiverGlades Family Offices LLC 0.33% Add +9.9% 13,350 $714K
Clifford Swan Investment Counsel LLC 0.02% Reduce -25.4% 13,338 $713K
Everest Financial Group LLC 0.10% Reduce -5.1% 13,242 $708K
Union Bancaire Privee, UBP SA 0.01% Reduce -6.9% 13,554 $704K
CIBC Asset Management Inc 0.00% Reduce -0.1% 13,160 $704K
AMJ Financial Wealth Management 0.17% No change 10,270 $700K
Gen-Wealth Partners Inc 0.19% Reduce -0.8% 13,081 $699K
Durante & Waters, LLC 0.46% No change 13,040 $697K
Creative Financial Designs Inc. 0.03% Add +26.9% 13,009 $696K
Performance Wealth Partners, LLC 0.02% Reduce -0.6% 12,977 $694K
CX Institutional 0.02% Reduce -1.5% 12,917 $691K
American Institute for Advanced Investment Management, LLP 0.40% Reduce -1.4% 12,914 $691K
Bluesphere Advisors LLC 0.21% Reduce -15.8% 12,812 $685K
Citizens Financial Group Inc. 0.01% Reduce -5.2% 12,775 $683K
Copia Wealth Management 0.41% Reduce -0.4% 12,682 $678K
Dagco, Inc. 0.13% Add +7.0% 12,657 $677K
AlphaCore Capital LLC 0.01% Add +15.5% 12,655 $677K
Global Assets Advisory, LLC 0.15% New 12,489 $676K
Crumly & Associates Inc. 0.13% Add +9.7% 12,618 $675K
Berger Financial Group, Inc 0.03% Add +11.0% 12,576 $672K
Finer Wealth Management, Inc. 0.30% Add +1.4% 12,568 $672K
Muhlenkamp & Co. Inc. 0.19% New 12,550 $671K
Trust Co. of Vermont 0.03% — 12,524 $670K
Hedges Asset Management LLC 0.44% — 12,500 $668K
Leigh Baldwin & Co., LLC 0.36% Add +4.3% 12,500 $668K
Visionary Wealth Advisors 0.03% Add +98.6% 12,457 $666K
Rare Wolf Capital LLC 0.43% No change 12,401 $663K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.13% Add +4.2% 12,540 $659K
Zacks Investment Management 0.00% Reduce -13.7% 12,202 $652K
Ironsides Asset Advisors, LLC 0.15% No change 12,075 $646K
Bucket List Wealth Management, LLC 0.32% Add +9.0% 12,003 $642K
BigSur Wealth Management LLC 0.15% No change 12,000 $642K
MidFirst Bank 0.05% No change 12,000 $642K
Tyche Wealth Partners LLC 0.09% Add +22.2% 11,984 $641K
Ritholtz Wealth Management 0.01% Add +0.1% 11,953 $639K
VestGen Investment Management 0.34% Add +23.9% 11,907 $637K
Montis Financial, LLC 0.13% No change 11,900 $636K
Insight Advisors, LLC/ PA 0.11% Reduce -13.4% 11,873 $635K
Clear Street Group Inc. 0.00% Reduce -19.5% 11,862 $634K
Cavalier Investments, LLC 0.23% Reduce -84.9% 11,846 $633K
Sharp Wealth Advisory, LLC 0.29% Reduce -1.7% 11,800 $631K
New Wave Wealth Advisors LLC 0.17% Reduce -5.7% 11,781 $630K
Journey Advisory Group, LLC 0.05% Reduce -0.4% 11,744 $628K
Wesbanco Bank Inc. 0.02% Reduce -4.5% 11,572 $619K
Innovative Asset Advisors Group, LLC 0.27% Reduce -9.5% 11,552 $618K
Blue Bell Private Wealth Management, LLC 0.08% Add +1.5% 11,546 $617K
Lee Financial Co 0.08% No change 11,524 $616K
CMT Capital Markets Trading GmbH 0.32% Reduce -49.3% 11,513 $616K
Prasad Wealth Partners, LLC 0.15% No change 11,472 $613K
CWA Asset Management Group, LLC 0.02% Reduce -7.4% 11,408 $610K
Private Trust Co. NA 0.05% Reduce -1.0% 11,385 $609K
Composition Wealth, LLC 0.01% Add +22.0% 11,383 $609K
Franklin Resources Inc. 0.00% Reduce -5.3% 11,370 $608K
Values First Advisors, Inc. 0.28% Add +3.0% 11,353 $607K
Good Steward Wealth Advisors,LLC 0.36% Add +3.5% 11,301 $604K
Phillips Financial Management, LLC 0.04% Reduce -9.0% 11,290 $604K
KFG Wealth Management, LLC 0.07% Add +13.8% 11,285 $603K
Aspire Capital Advisors LLC 0.12% Reduce -0.4% 11,267 $602K
Activest Wealth Management 0.12% Reduce -18.9% 11,163 $597K
Orion Porfolio Solutions, LLC 0.00% Reduce -83.9% 11,141 $596K
BLB&B Advisors, LLC 0.02% Reduce -3.2% 11,131 $595K
Curated Wealth Partners LLC 0.07% No change 11,105 $594K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 11,081 $593K
Uhlmann Price Securities, LLC 0.02% Add +24.9% 11,036 $590K
Morton Capital Management LLC 0.08% Reduce -0.2% 11,029 $590K
Silver Grove Financial Group, Inc. 0.32% Add +1.4% 10,986 $587K
Segment Wealth Management, LLC 0.03% No change 10,980 $587K
Palladiem, LLC 0.57% No change 10,975 $587K
Hamilton Wealth, LLC 0.11% Reduce -3.7% 10,937 $585K
Resurgent Financial Advisors LLC 0.16% Add +35.9% 10,881 $582K
Stratos Investment Management, LLC 0.02% No change 10,852 $580K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -48.4% 10,801 $578K
Bogart Wealth, LLC 0.02% Add +0.6% 10,751 $575K
W1M Asset Management Ltd 0.01% Reduce -53.6% 10,745 $575K
J Hagan Capital, Inc. 0.26% Add +23.1% 10,683 $571K
D.B. Root & Company, LLC 0.12% Add +20.2% 10,669 $570K
Human Investing LLC 0.07% Reduce -39.8% 10,636 $569K
Apella Capital, LLC 0.01% Add +0.2% 10,376 $565K
Truepoint, Inc. 0.01% Add +0.2% 10,562 $565K
Noble Wealth Management PBC 0.26% Add +27.5% 10,509 $562K
Trek Financial, LLC 0.03% Reduce -10.0% 10,454 $559K
City Holding Co. 0.06% Reduce -15.6% 10,424 $557K
Tradition Wealth Management, LLC 0.03% Add +8.0% 10,413 $557K
Guardian Wealth Advisors, LLC / NC 0.03% Add +79.9% 10,405 $556K
Total Clarity Wealth Management, Inc. 0.11% Reduce -1.3% 10,360 $554K
Alternative Investment Advisors, LLC. 0.21% Reduce -0.5% 10,343 $553K
First Business Financial Services, Inc. 0.04% No change 10,330 $552K
Cullen/Frost Bankers, Inc. 0.01% Add +0.4% 10,285 $550K
Element Wealth, LLC 0.21% No change 10,243 $548K
Smithfield Trust Co 0.02% Add +0.6% 10,227 $546K
Keynote Financial Services LLC 0.26% No change 10,208 $546K
HBW Advisory Services LLC 0.05% Add +12.9% 10,192 $545K
Integrity Financial Corp 0.26% Reduce -9.3% 10,137 $542K
American Trust 0.04% Reduce -1.1% 10,116 $541K
Vantage Point Financial LLC 0.17% Reduce -1.7% 10,108 $540K
Gotham Asset Management 0.00% Add +3.2% 10,083 $539K
SS&H Financial Advisors, Inc. 0.14% — 10,066 $538K
Access Financial Services, Inc. 0.18% Add +0.8% 10,056 $538K
Bulltick Wealth Management, LLC 0.11% No change 10,000 $535K
RBF Capital, LLC 0.02% No change 10,000 $535K
Financial Designs Corp 0.29% Reduce -2.7% 9,967 $533K
Regent Peak Wealth Advisors LLC 0.10% Add +5.9% 9,967 $533K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -21.7% 9,912 $530K
Nicolet Bankshares Inc. 0.02% Reduce -64.9% 9,410 $528K
Scientech Research LLC 0.43% New 9,873 $528K
Hopwood Nicholas Hunter 0.14% Add +11.8% 9,840 $526K
Beacon Capital Management, LLC 0.08% Reduce -41.0% 9,786 $523K
COFG Advisors, LLC 0.09% New 9,779 $523K
Pinnacle Bancorp, Inc. 0.14% Reduce -0.1% 9,775 $523K
GWN Securities Inc. 0.09% Reduce -0.3% 9,713 $519K
Harfst & Associates, Inc. 0.08% No change 9,711 $519K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -20.5% 9,700 $519K
BNC Wealth Management, LLC 0.13% Add +7.7% 9,697 $518K
Vima LLC 0.52% — 9,690 $518K
Granite Harbor Advisors, Inc. 0.21% Reduce -25.6% 9,671 $517K
EFG International AG 0.01% Reduce -14.2% 9,649 $516K
Walled Lake Planning & Wealth Management, LLC 0.13% No change 9,611 $514K
Hilltop Holdings Inc. 0.04% Reduce -35.6% 9,584 $512K
JNBA Financial Advisors 0.04% Reduce -4.3% 9,556 $511K
Trustmark Bank Trust Department 0.03% Reduce -0.7% 9,514 $509K
Ardent Capital Management, Inc. 0.21% No change 9,500 $508K
Daiwa Securities Group Inc. 0.00% Reduce -53.2% 9,500 $508K
1ST Source Bank 0.02% No change 9,494 $508K
Goldstone Financial Group, LLC 0.05% Reduce -0.2% 9,429 $504K
Plancorp, LLC 0.01% Add +2.3% 9,566 $499K
Weatherly Asset Management L. P. 0.04% No change 9,330 $499K
SlateStone Wealth, LLC 0.04% No change 9,314 $498K
Patton Albertson Miller Group, LLC 0.05% No change 9,269 $496K
Cutler Investment Counsel LLC 0.05% No change 9,266 $495K
Fulcrum Equity Management 0.40% Reduce -0.8% 9,265 $495K
Blue Water Asset Management 0.16% Reduce -4.1% 9,256 $495K
Compound Planning, Inc. 0.01% Reduce -0.7% 9,254 $495K
Artemis Wealth Advisors, LLC 0.06% No change 9,244 $494K
Thomasville National Bank 0.03% — 9,220 $493K
Seaview Investment Managers LLC 0.15% Reduce -1.5% 9,200 $492K
Baker Avenue Asset Management, LP 0.01% Add +16.5% 9,188 $491K
DWM Financial Group, Inc. 0.44% — 7,614 $490K
Corps Capital Advisors, LLC 0.40% No change 9,160 $490K
Basecamp Wealth Advisors LLC 0.09% Add +24.6% 9,151 $489K
Sage Investment Advisers LLC 0.33% Add +27.0% 9,141 $489K
Kanawha Capital Management LLC 0.03% Add +25.0% 9,125 $488K
Harmony Asset Management LLC 0.13% Add +149.6% 9,111 $487K
Hartmann Taylor Wealth Management, LLC 0.32% No change 7,130 $486K
Hunter Associates Investment Management LLC 0.06% Reduce -8.5% 9,071 $485K
Strong Retirement Solutions LLC 0.29% Reduce -8.1% 9,050 $484K
Capital Asset Advisory Services LLC 0.02% Add +9.1% 9,049 $484K
Aspen Wealth Management LLC 0.08% Reduce -3.1% 8,980 $480K
Aventura Private Wealth, LLC 0.15% Add +0.3% 8,935 $478K
Tactive Advisors, LLC 0.12% Add +33.0% 8,873 $474K
MBE Wealth Management, LLC 0.17% Add +3.2% 8,866 $474K
Aegis Financial Corp. 0.07% No change 8,842 $473K
Monograph Wealth Advisors, LLC 0.04% Reduce -29.5% 8,810 $471K
HBK Sorce Advisory LLC 0.01% Add +12.7% 8,371 $469K
Petix & Botte Co 0.09% Add +105.2% 8,774 $469K
Nicholson Wealth Management Group, LLC 0.28% Add +1.8% 8,731 $467K
Almanack Investment Partners, LLC. 0.06% New 8,665 $463K
Financial Partners Group, Inc 0.05% Reduce -3.4% 8,602 $460K
McGuire Capital Advisors Inc. 0.25% Reduce -6.7% 8,579 $459K
Alta Wealth Advisors LLC 0.12% Reduce -2.8% 8,565 $458K
Maxele Advisors, LLC 0.32% — 8,526 $456K
Wealthcare Capital Partners, LLC 0.19% Reduce -2.9% 8,524 $456K
Benson Wealth Management INC 0.46% No change 8,470 $453K
Pictet North America Advisors SA 0.04% No change 8,470 $453K
North Forty Two & Co. 0.38% Add +6.3% 8,422 $450K
Financial Engines Advisors L.L.C. 0.00% Reduce -20.6% 8,398 $449K
Old National Bancorp 0.01% Add +2.4% 8,382 $448K
Headlands Technologies LLC 0.05% New 8,347 $446K
Brown Miller Wealth Management, LLC 0.11% Add +6.8% 8,308 $444K
Churchill Financial Advisors, LLC 0.08% Add +2.0% 8,231 $440K
Lakeridge Wealth Management LLC 0.16% Add +0.9% 8,229 $440K
Legacy Financial Advisors, Inc. 0.05% Reduce -0.0% 8,205 $439K
Guild Investment Management, Inc. 0.30% No change 8,200 $438K
Keating Financial Advisory Services, Inc. 0.06% Add +15.8% 8,200 $438K
Glen Eagle Advisors, LLC 0.06% Add +11.1% 8,172 $437K
Triad Wealth Partners, LLC 0.03% Reduce -11.9% 8,327 $437K
Vista Capital Partners, Inc. 0.04% No change 8,161 $436K
MTM Financial Group, LLC 0.19% Reduce -14.2% 8,155 $436K
Certuity, LLC 0.02% Add +4.8% 8,146 $436K
Liberty Wealth Management LLC 0.05% No change 6,385 $435K
Decker Wealth Management LLC 0.09% No change 8,125 $434K
Flputnam Investment Management Co. 0.01% No change 8,118 $434K
Mayflower Financial Advisors, LLC 0.04% Add +33.2% 8,113 $434K
Sei Investments Co. 0.00% Add +5.8% 8,108 $434K
180 Wealth Advisors, LLC 0.04% Add +3.6% 8,108 $434K
Nuveen, LLC 0.00% New 8,070 $432K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.7% 8,053 $431K
Legacy Capital Group California, Inc. 0.13% Add +46.2% 8,050 $430K
Azzad Asset Management Inc. 0.04% No change 8,026 $429K
Select Asset Management & Trust 0.12% No change 8,000 $428K
Cacti Asset Management LLC 0.02% No change 8,000 $428K
Calamos Wealth Management LLC 0.01% No change 8,000 $428K
Inspirion Wealth Advisors, LLC 0.05% Reduce -3.4% 7,972 $427K
Maridea Wealth Management LLC 0.05% Add +3.2% 7,988 $427K
LVZ, Inc. 0.04% No change 7,973 $426K
Haverford Trust Co 0.00% Reduce -0.3% 7,961 $426K
Whalerock Point Partners, LLC 0.07% No change 7,956 $425K
Innova Wealth Partners 0.18% Add +0.3% 7,955 $425K
Investment Advisory Group, LLC 0.09% Reduce -1.0% 7,954 $425K
Krilogy Financial LLC 0.01% Add +8.9% 7,949 $425K
Bokf, NA 0.01% No change 7,939 $424K
World Equity Group, Inc. 0.10% Add +11.6% 7,936 $424K
Palisades Hudson Asset Management, L.P. 0.15% No change 7,939 $424K
Purus Wealth Management, LLC 0.12% Add +18.1% 7,926 $424K
NorthRock Partners, LLC 0.01% Add +1.6% 7,924 $424K
Platform Technology Partners 0.07% Add +48.9% 7,921 $424K
Synergy Investment Management, LLC 0.10% Reduce -1.2% 7,910 $423K
Rwa Wealth Partners, LLC 0.00% Add +573.7% 47,862 $422K
Inspire Advisors, LLC 0.03% Add +0.3% 7,891 $422K
Bradley Foster & Sargent Inc. 0.01% Add +1.2% 7,881 $421K
Aldebaran Financial Inc. 0.34% No change 7,855 $420K
Prepared Retirement Institute LLC 0.18% Add +1.9% 7,850 $420K
Alpha Financial Partners LLC 0.22% Add +10.1% 7,840 $419K
Intrua Financial, LLC 0.04% Add +5.9% 7,830 $419K
Alteri Wealth LLC 0.11% Add +2.6% 7,773 $416K
Parkway Wealth Management Group, LLC 0.05% Reduce -7.8% 7,729 $413K
RKL Wealth Management LLC 0.03% No change 7,709 $412K
Bard Associates Inc. 0.09% No change 7,700 $412K
Acorn Financial Advisory Services Inc. 0.05% Reduce -0.3% 7,663 $410K
SFG Wealth Management, LLC. 0.15% Reduce -51.7% 7,658 $409K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -0.0% 7,651 $409K
Lanark Financial, Inc. 0.03% Add +12.6% 7,570 $405K
Swisher Financial Concepts, Inc. 0.25% Reduce -57.3% 7,569 $405K
Pin Oak Investment Advisors Inc. 0.29% Add +0.9% 7,512 $402K
Centric Wealth Management 0.06% No change 6,077 $401K
Hohimer Wealth Management, LLC 0.04% Add +0.5% 7,493 $401K
Berkshire Asset Management LLC 0.02% No change 7,481 $400K
Nixon Peabody Trust Co. 0.03% Add +112.4% 7,465 $399K
LaSalle St. Investment Advisors, LLC 0.05% Add +1.9% 7,460 $399K
Gradient Investments LLC 0.01% Add +18.6% 7,459 $399K
Fidelis Capital Partners, LLC 0.02% Reduce -55.6% 7,458 $399K
Endeavor Private Wealth, Inc. 0.10% Add +2.7% 7,454 $399K
Manchester Financial Inc. 0.07% Reduce -0.3% 7,437 $398K
Avestar Capital, LLC 0.02% Add +3.5% 7,401 $396K
Modera Wealth Management, LLC 0.00% Reduce -3.0% 7,397 $396K
Peak Retirement Planning, Inc. 0.06% Reduce -33.8% 7,395 $395K
Summit Trail Advisors, LLC 0.01% Add +15.7% 7,382 $395K
Compass Financial Group, INC 0.05% Reduce -1.3% 7,377 $394K
Wealth Advisors of Iowa, LLC 0.11% Reduce -0.4% 7,375 $394K
Wilmington Savings Fund Society, FSB 0.01% Reduce -16.9% 7,358 $393K
WT Wealth Management 0.11% Add +2.3% 7,320 $391K
Ionic Capital Management LLC 0.42% Add +69.8% 7,300 $390K
Naples Global Advisors, LLC 0.02% No change 7,265 $388K
Kintra Wealth, LLC 0.02% Add +17.1% 6,643 $386K
Souders Financial Advisors 0.04% Reduce -10.0% 7,204 $385K
Gainplan LLC 0.15% Reduce -15.8% 7,195 $385K
Everpar Advisors LLC 0.11% No change 7,160 $383K
Smart Money Group LLC 0.10% Add +2.6% 7,101 $380K
BDFS Capital LLC 0.16% Add +25.6% 7,081 $379K
Tocqueville Asset Management L.P. 0.01% Add +12.3% 7,075 $378K
GTS Securities LLC 0.01% New 7,060 $377K
Valtinson Bruner Financial Planning LLC 0.09% Reduce -2.9% 7,036 $376K
Wolff Wiese Magana LLC 0.17% No change 7,018 $375K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +57.9% 7,009 $375K
Merrion Investment Management Co, LLC 0.18% Add +16.7% 7,000 $374K
Adams Asset Advisors, LLC 0.04% No change 7,000 $374K
Intellectus Partners, LLC 0.06% No change 6,985 $374K
Security Financial Services, INC. 0.05% No change 6,976 $373K
Panoramic Investment Advisors, LLC 0.18% No change 6,954 $372K
Kraematon Investment Advisors, Inc. 0.28% Reduce -0.3% 6,915 $370K
Marathon Capital Management 0.07% Add +0.1% 6,877 $368K
Centerpoint Advisors, LLC 0.10% No change 6,850 $366K
Aberdeen Wealth Management LLC 0.18% No change 6,825 $365K
Angeles Wealth Management, LLC 0.02% Add +23.5% 6,823 $365K
TBH Global Asset Management, LLC 0.07% Add +0.7% 6,819 $365K
Tradewinds, LLC. 0.08% Reduce -81.6% 604 $364K
Abundance Wealth Counselors 0.02% Add +100.0% 6,802 $364K
Cooper Financial Group 0.03% Reduce -1.4% 6,782 $363K
Grey Ledge Advisors, LLC 0.07% Add +1.5% 6,780 $363K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -89.4% 6,750 $361K
Hazlett, Burt & Watson, Inc. 0.10% Add +5.8% 6,760 $360K
Blue Zone Wealth Advisors, LLC 0.06% No change 6,720 $359K
Cannell & Spears LLC 0.01% No change 6,665 $356K
Regatta Capital Group, LLC 0.05% Add +31.8% 6,663 $356K
Madden Advisory Services, Inc. 0.13% Add +28.0% 6,648 $355K
Schnieders Capital Management, Llc. 0.05% Reduce -0.8% 6,625 $354K
Compass Ion Advisors, LLC 0.03% No change 6,622 $354K
Royal Capital Wealth Management, LLC 0.20% No change 6,610 $353K
Magnus Financial Group LLC 0.03% Reduce -1.2% 6,602 $353K
Aspen Investment Management Inc 0.09% Add +2.4% 6,609 $353K
Thompson David Blair 0.18% Add +5.8% 6,598 $353K
Ignite Planners, LLC 0.05% Reduce -41.2% 6,589 $352K
Clear Investment Research, LLC 0.55% Add +11.0% 6,584 $352K
Clear Wave Wealth Management LLC 0.08% No change 6,574 $352K
Capital Investment Advisory Services, LLC 0.02% No change 6,574 $352K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.12% — 6,553 $350K
IMA Advisory Services, Inc. 0.02% New 6,540 $350K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 6,537 $350K
Interactive Financial Advisors, Inc. 0.21% Reduce -2.7% 6,505 $348K
SLT Holdings LLC 0.22% New 6,500 $348K
Latitude Advisors, LLC 0.14% Add +29.6% 6,488 $347K
IFS Group,LLC 0.47% Add +11.5% 6,441 $344K
Laurel Wealth Advisors LLC 0.03% Reduce -15.9% 6,441 $344K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -28.1% 6,439 $344K
Legacy Capital Wealth Management, LLC 0.16% Reduce -6.1% 6,421 $343K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -17.4% 6,408 $343K
MSH Capital Advisors LLC 0.06% Add +70.1% 6,382 $341K
Oliver Luxxe Assets LLC 0.05% Add +2.7% 6,373 $341K
Baker Ellis Asset Management LLC 0.04% Reduce -9.5% 6,370 $341K
Diligent Investors, LLC 0.08% Add +3.5% 6,345 $339K
Bailard, Inc. 0.01% No change 6,286 $336K
WealthTrust Asset Management, LLC 0.18% Reduce -3.2% 6,272 $335K
Victory Financial Group, LLC 0.04% Reduce -24.7% 6,258 $335K
Southland Equity Partners LLC 0.06% Reduce -2.9% 6,226 $333K
Waterloo Capital, L.P. 0.02% Reduce -12.9% 6,221 $333K
Pitcairn Wealth Advisors LLC 0.04% Add +1.6% 6,217 $332K
Tamar Securities, LLC 0.03% Add +7.6% 6,184 $331K
Traynor Capital Management, Inc. 0.02% Reduce -6.0% 6,173 $330K
KKM Financial LLC 0.04% Reduce -22.2% 6,143 $328K
Reliant Investment Partners, LLC 0.22% Reduce -2.4% 6,139 $328K
Hollencrest Capital Management 0.02% Reduce -4.2% 6,137 $328K
Turtle Creek Wealth Advisors, LLC 0.02% No change 6,110 $327K
Heartwood Wealth Advisors LLC 0.03% No change 6,103 $326K
Resolute Capital, LLC 0.11% Add +89.3% 6,102 $326K
Silverleafe Capital Partners, LLC 0.09% Reduce -12.5% 6,058 $324K
Atlas Wealth Partners, LLC 0.35% Add +6.0% 6,039 $323K
RB Capital Management, LLC 0.07% Add +1.9% 6,008 $321K
Tanglewood Wealth Management, Inc. 0.03% No change 6,000 $321K
Straight Path Wealth Management 0.07% Add +27.8% 5,997 $321K
Gibson Capital, LLC 0.05% No change 5,981 $320K
Lake Street Private Wealth, LLC 0.04% Add +3.4% 5,971 $319K
Joel Isaacson & Co., LLC 0.01% Add +98.2% 5,969 $319K
Daymark Wealth Partners, LLC 0.01% Reduce -2.6% 5,962 $319K
BlueSky Wealth Advisors, LLC 0.04% New 5,950 $318K
UMB Bank, n.a. 0.00% No change 5,946 $318K
Evolution Wealth Advisors, LLC 0.04% Add +12.4% 5,925 $317K
49 Wealth Management, LLC 0.06% New 5,915 $316K
Alongside, LLC 0.06% — 5,915 $316K
Obermeyer Wealth Partners 0.01% Reduce -22.1% 5,907 $316K
Wellington-Altus USA Inc. 0.23% No change 4,632 $316K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.7% 5,897 $315K
M3 Advisory Group, LLC 0.16% Add +3.1% 5,893 $315K
Nemes Rush Group LLC 0.03% No change 5,889 $315K
Secure Asset Management, LLC 0.04% Reduce -3.7% 5,884 $315K
Denver Wealth Management, Inc. 0.09% Reduce -1.1% 5,876 $314K
Firethorn Wealth Partners, LLC 0.10% Add +20.4% 5,873 $314K
Foster & Motley Inc. 0.01% No change 5,855 $313K
Mosaic Family Wealth Partners, LLC 0.02% New 5,822 $311K
Rik Saylor Financial, Inc. 0.21% Reduce -87.9% 5,820 $311K
Invst, LLC 0.03% Add +20.8% 5,813 $311K
Knollwood Investment Advisory, LLC 0.03% No change 5,780 $309K
BankChampaign, National Association 0.24% Reduce -0.4% 5,767 $308K
Whitaker-Myers Wealth Managers, LTD. 0.05% Reduce -8.3% 5,767 $308K
Empower Advisory Group, LLC 0.00% Reduce -4.1% 5,762 $308K
Allied Private Wealth LLC 0.20% — 5,831 $308K
Sara-Bay Financial 0.08% No change 5,732 $306K
Guardian Asset Advisors, LLC 0.14% Add +12.3% 5,729 $306K
Salem Investment Counselors Inc. 0.01% Reduce -0.9% 5,720 $306K
Simon Quick Advisors, LLC 0.01% Reduce -81.5% 5,680 $304K
Guidance Capital, Inc. 0.06% No change 6,023 $303K
Pettyjohn, Wood & White, Inc. 0.04% No change 5,650 $302K
Cora Capital Advisors LLC 0.08% No change 5,639 $302K
One Day In July LLC 0.02% No change 5,626 $301K
Meadowbrook Advisors Group, LLC 0.16% No change 5,625 $301K
Balboa Wealth Partners 0.04% Add +21.6% 5,618 $300K
Banque Pictet & Cie SA 0.00% New 5,615 $300K
XTX Topco Ltd 0.00% Reduce -56.4% 5,597 $299K
CAP Partners, LLC 0.15% Add +1.2% 5,595 $299K
D'Orazio & Associates, Inc. 0.03% No change 5,576 $298K
Strategic Wealth Partners, Ltd. 0.02% Reduce -2.5% 5,528 $296K
Stonehearth Capital Management, LLC 0.10% No change 5,512 $295K
Trueblood Wealth Management, LLC 0.10% No change 5,506 $294K
Gruss & Co., LLC 0.77% New 5,500 $294K
Advocate Investing Services LLC 0.23% No change 5,500 $294K
Adamsbrown Wealth Consultants LLC 0.06% Reduce -71.0% 5,496 $294K
Oarsman Capital, Inc. 0.03% Reduce -0.1% 5,485 $293K
Seeds Investor LLC 0.03% New 5,466 $292K
Portside Wealth Group, LLC 0.03% Add +3.9% 5,457 $292K
Verdence Capital Advisors LLC 0.02% Reduce -43.3% 5,448 $291K
Cheviot Value Management, LLC 0.03% No change 5,430 $290K
Interchange Capital Partners, LLC 0.05% Reduce -11.2% 5,410 $289K
FAS Wealth Partners, Inc. 0.02% Add +50.3% 5,409 $289K
Kelsey Financial, LLC 0.22% No change 5,397 $289K
CFO4Life Group, LLC 0.04% No change 5,390 $288K
Mirador Capital Partners LP 0.04% New 5,384 $288K
Maripau Wealth Management LLC 0.10% Add +0.5% 5,377 $288K
Safeguard Investment Advisory Group, LLC 0.07% Add +9.5% 5,355 $286K
Lazari Capital Management, Inc. 0.09% Add +27.6% 5,346 $286K
JT Stratford LLC 0.03% Reduce -13.9% 5,341 $286K
Pacific Sage Partners, LLC 0.04% No change 5,325 $285K
Nvwm, LLC 0.06% Add +26505.0% 5,321 $285K
Prostatis Group LLC 0.07% Add +21.0% 5,320 $284K
Marble Wealth, LLC 0.04% Add +1.7% 5,285 $283K
Compass Financial Services Inc 0.11% Add +9.1% 5,277 $282K
Silverlake Wealth Management LLC 0.05% Add +10.8% 5,270 $282K
Adirondack Trust Co. 0.08% No change 5,248 $281K
Bitwise Funds Trust 0.07% — 5,229 $280K
Trilogy Capital Inc. 0.01% Reduce -25.1% 5,228 $280K
Ironwood Financial, llc 0.04% Reduce -18.9% 5,335 $278K
Financial Life Planners 0.18% No change 5,160 $276K
Arkfeld Wealth Strategies, L.L.C. 0.08% No change 4,879 $274K
Ballew Advisors, Inc 0.14% New 4,945 $272K
Inlight Wealth Management, LLC 0.09% No change 5,087 $272K
Cadinha & Co. LLC 0.04% Reduce -13.2% 5,086 $272K
Holistic Financial Partners 0.17% No change 5,066 $271K
Capital Management Associates, Inc 0.05% No change 5,062 $271K
LJI Wealth Management, LLC 0.04% Reduce -5.6% 5,044 $270K
August Group Capital Ltd 0.30% Reduce -6.5% 5,044 $270K
Owen LaRue, LLC 0.09% Reduce -9.0% 5,040 $269K
Pathway Financial Advisers, LLC 0.07% Reduce -4.0% 5,040 $269K
Cordoba Advisory Partners LLC 0.06% No change 5,020 $268K
NorthCoast Asset Management LLC 0.01% New 5,014 $268K
Kure Advisory, LLC 0.13% No change 4,961 $265K
Atwater Malick LLC 0.06% Add +54.6% 4,952 $265K
Heritage Trust Co 0.02% No change 4,936 $264K
Hilltop Partners LLC 0.06% New 4,935 $264K
Perennial Advisors, LLC 0.04% Reduce -0.0% 4,933 $264K
Howard Financial Services, LTD. 0.03% Add +16.9% 4,926 $263K
Gemmer Asset Management LLC 0.02% Reduce -89.3% 4,902 $262K
BridgePort Financial Solutions, LLC 0.07% Reduce -24.9% 4,896 $262K
Chicago Partners Investment Group LLC 0.01% Reduce -23.1% 5,009 $261K
David J Yvars Group 0.13% Reduce -0.0% 4,867 $260K
United Capital Management of KS, Inc. 0.03% No change 4,855 $260K
Sankala Group LLC 0.17% No change 4,501 $259K
Scarborough Advisors, LLC 0.03% Reduce -38.4% 4,210 $258K
Bellars Harris Wealth Management, LLC 0.05% — 4,819 $258K
Flow Traders U.S. LLC 0.01% New 4,807 $257K
Broadway Wealth Solutions, Inc. 0.12% No change 4,798 $257K
Boreal Capital Management LLC 0.22% New 4,790 $256K
Forum Financial Management, LP 0.00% New 4,780 $256K
Laidlaw Wealth Management LLC 0.73% Reduce -17.7% 4,772 $255K
Hunter Perkins Capital Management, LLC 0.06% No change 4,763 $255K
Accredited Investors Inc. 0.01% Reduce -2.7% 4,757 $254K
Castle Wealth Management LLC 0.07% No change 4,724 $253K
Winch Advisory Services, LLC 0.05% Add +2.8% 4,718 $252K
Bannerstone Capital Management, LLC 0.21% Reduce -1.7% 4,715 $252K
Petra Financial Advisors Inc. 0.12% No change 4,712 $252K
Tompkins Financial Corp. 0.02% No change 4,711 $252K
AdvisorNet Financial, Inc 0.01% Reduce -51.1% 4,710 $252K
Graham Capital Wealth Management, LLC 0.19% Reduce -2.5% 4,684 $250K
Members Trust Co 0.01% Reduce -35.4% 4,671 $250K
Sherry Group, Inc. 0.24% Reduce -1.1% 4,733 $249K
Bell Investment Advisors, Inc 0.04% No change 4,663 $249K
Matauro, LLC 0.03% No change 4,660 $249K
Sepio Capital, LP 0.01% Reduce -22.2% 4,656 $249K
Blackston Financial Advisory Group, LLC 0.14% Add +6.5% 4,651 $249K
Bluedoor Private Wealth, LLC 0.10% No change 4,631 $248K
Dedeker Financial LLC 0.14% Reduce -12.0% 4,621 $247K
Retirement Income Solutions, Inc. 0.04% No change 3,615 $246K
James J. Burns & Company, LLC 0.03% Reduce -2.1% 4,605 $246K
Fiscal Wisdom Wealth Management, LLC 0.21% Add +2.2% 4,601 $246K
North Star Asset Management Inc. 0.01% No change 4,555 $244K
360 Financial, Inc. 0.06% No change 4,554 $244K
Rothschild Wealth LLC 0.02% Add +5.2% 4,551 $243K
Global Wealth Management, LLC 0.12% No change 4,548 $243K
Iams Wealth Management, LLC 0.07% Add +5.1% 4,547 $243K
Red Mountain Financial, LLC 0.20% No change 4,535 $242K
Laurel Oak Wealth Management, LLC 0.04% Reduce -10.7% 4,535 $242K
Net Worth Advisory Group 0.06% Reduce -55.7% 4,535 $242K
Rockport Wealth LLC 0.04% No change 4,528 $242K
Jacobi Capital Management LLC 0.01% Add +34.2% 4,513 $241K
MTM Investment Management, LLC 0.07% No change 4,510 $241K
Tsfg, LLC 0.03% Add +6.8% 4,502 $241K
Ferguson Shapiro LLC 0.07% No change 4,500 $241K
Norris Financial Group, LLC 0.10% Reduce -25.1% 4,499 $241K
TMB Capital Partners, LLC 0.07% New 4,485 $240K
G&S Capital LLC 0.07% Add +12.2% 4,484 $240K
Black Diamond Financial, LLC 0.02% Reduce -1.1% 4,426 $237K
Drive Wealth Management, LLC 0.04% Add +0.0% 4,426 $237K
Cedrus Wealth Group LLC 0.21% Add +1.1% 4,424 $237K
Advisor Resource Council 0.08% New 4,279 $236K
Bill Few Associates, Inc. 0.05% New 4,410 $236K
Cornerstone Wealth Group, LLC 0.01% Add +8.5% 4,409 $236K
Burke & Herbert Bank & Trust Co. 0.06% Reduce -0.1% 4,405 $236K
Accel Wealth Management 0.05% No change 4,403 $235K
Diversified Trust Co. 0.00% No change 4,400 $235K
Rolek Wealth Management LLC 0.13% Add +8.3% 4,383 $234K
United Advisor Group, LLC 0.02% Reduce -0.1% 4,367 $234K
Quotient Wealth Partners, LLC 0.01% Add +3.7% 4,363 $233K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +7.4% 4,363 $233K
WealthPlan Investment Management, LLC 0.01% Reduce -0.7% 4,350 $233K
Persium Advisors, LLC 0.15% New 4,332 $232K
MBA Advisors LLC 0.08% Add +18.4% 4,314 $231K
Teamwork Financial Advisors, LLC 0.02% Reduce -1.6% 4,311 $231K
Astoria Portfolio Advisors LLC. 0.04% New 4,303 $230K
EPG Wealth Management LLC 0.06% Add +35.0% 4,296 $230K
Marathon Trading Investment Management LLC 0.03% Reduce -64.3% 4,289 $229K
Cornerstone Management, Inc. 0.03% Reduce -7.8% 4,287 $229K
Birchcreek Wealth Management, LLC 0.09% New 4,285 $229K
WESPAC Advisors SoCal, LLC 0.04% New 4,281 $229K
Indivisible Partners 0.01% New 4,276 $229K
Blue Fin Capital, Inc. 0.03% No change 4,254 $227K
Alchemi Wealth, LLC 0.11% Reduce -22.2% 4,249 $227K
Security National Bank 0.03% Reduce -6.1% 4,246 $227K
Dopkins Wealth Management, LLC 0.08% Add +0.5% 4,235 $226K
American Financial Advisors, LLC 0.03% No change 4,228 $226K
Advanced Asset Management Advisors Inc 0.06% Add +5.5% 4,219 $226K
Apeiron RIA LLC 0.06% Reduce -69.1% 4,212 $225K
Waldron Private Wealth LLC 0.01% Reduce -14.3% 4,208 $225K
Acropolis Investment Management, LLC 0.01% Reduce -3.2% 4,205 $225K
Five Pine Wealth Management 0.13% Reduce -8.5% 4,205 $225K
Fell Capital Management 0.19% No change 4,200 $225K
JFS Wealth Advisors, LLC 0.01% Add +14.3% 4,200 $225K
Family CFO Inc 0.09% New 4,190 $224K
Allianz SE 0.00% No change 4,153 $222K
Charter Research & Investment Group, Inc. 0.13% No change 4,140 $221K
Castleview Partners, LLC 0.10% New 4,134 $221K
Cannon Advisors, Inc. 0.13% No change 4,150 $221K
Monument Capital Management 0.04% New 4,115 $220K
Claro Advisors Inc. 0.02% Reduce -3.1% 4,113 $220K
Partners in Financial Planning 0.03% Add +2.1% 4,108 $220K
Mayfair Advisory Group, LLC 0.07% Add +1.2% 4,176 $220K
Allied Investment Advisors, LLC 0.03% No change 4,107 $220K
Oceanside Advisors LLC 0.11% No change 4,100 $219K
TCFG Investment Advisors, LLC 0.07% Add +1.9% 4,099 $219K
Cooper/Haims Advisors, LLC 0.09% Add +3.0% 4,094 $219K
SHP Wealth Management 0.01% Add +15.2% 4,091 $219K
Virtue Capital Management, LLC 0.03% New 4,078 $218K
Hilltop National Bank 0.05% No change 4,068 $218K
Apollon Financial, LLC 0.03% Add +2.7% 4,065 $217K
SpringVest Wealth Management LLC 0.14% No change 4,061 $217K
WealthShield Partners, LLC 0.03% Reduce -56.3% 4,053 $217K
Schwallier Wealth Management LLC 0.14% No change 4,049 $217K
Geneva Partners, LLC 0.06% Add +7.3% 4,048 $216K
Barnes Wealth Management Group, Inc 0.10% Reduce -1.8% 4,034 $216K
Burrus Financial Services, Inc. 0.09% No change 4,020 $215K
Boyce & Associates Wealth Consulting, Inc. 0.15% No change 4,014 $215K
Axecap Investments, LLC 0.12% No change 4,006 $214K
Stevens Capital Partners 0.04% Reduce -2.4% 4,001 $214K
Garden State Investment Advisory Services LLC 0.04% Reduce -62.0% 3,997 $214K
Pure Financial Advisors, LLC 0.00% Reduce -7.7% 3,993 $214K
BTG Pactual Asset Management US LLC 0.02% New 3,986 $213K
Lee, Kelleher & Klein Wealth Management 0.11% Reduce -0.1% 3,974 $212K
Accredited Investor Services, LLC 0.12% No change 3,964 $212K
Armstrong Advisory Group, Inc. 0.01% Add +1.9% 3,952 $211K
Melfa Wealth Management, Inc. 0.11% No change 3,927 $210K
Mountain Capital Investment Advisors Inc. 0.03% Reduce -18.6% 3,916 $209K
Commonwealth Financial Services, LLC 0.03% Add +2.3% 3,914 $209K
First Horizon Corp. 0.01% Add +69.4% 3,906 $209K
Nottingham Advisors, Inc. 0.02% Reduce -30.1% 4,085 $208K
Investment Management Corp. /Va/ 0.17% Reduce -28.2% 3,890 $208K
Synergy Asset Management, LLC 0.02% Add +18.9% 3,889 $208K
Mather Group, Llc. 0.00% Reduce -1.7% 3,881 $208K
Strait & Sound Wealth Management LLC 0.07% Add +5.4% 3,877 $207K
Valley Forge Investment Consultants Inc. Adv 0.05% No change 3,840 $205K
KPP Advisory Services LLC 0.03% No change 3,826 $205K
Mission Financial Group, LLC 0.17% — 3,825 $205K
Fearless Solutions, LLC dba Best Invest 0.11% Reduce -19.0% 3,805 $203K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 3,792 $203K
TigerOak Management, L.L.C. 0.06% Reduce -42.1% 3,782 $202K
Axim Planning & Wealth 0.28% Reduce -0.3% 3,762 $201K
Markowski Investments 0.04% — 3,760 $201K
Strengthening Families & Communities, LLC 0.04% Add +9.8% 3,751 $201K
Destiny Wealth Partners, LLC 0.03% No change 3,830 $201K
Parkside Financial Bank & Trust 0.01% Add +18.2% 3,725 $199K
Orion Capital Management LLC 0.06% No change 3,689 $197K
Signature Equity Partners, LLC 0.09% Add +1.2% 3,664 $196K
BankPlus Trust Department 0.04% No change 3,547 $190K
Hantz Financial Services, Inc. 0.00% Add +42.2% 3,516 $188K
Westfuller Advisors, LLC 0.07% No change 3,510 $188K
Main Street Group, LTD 0.05% Add +3.5% 3,449 $184K
Heritage Wealth Advisors 0.01% No change 3,417 $183K
Wellington Shields & Co., LLC 0.04% No change 3,400 $182K
Fiduciary Financial Advisors 0.02% New 3,327 $178K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,321 $178K
Avalon Trust Co 0.01% No change 3,179 $170K
Albion Financial Group 0.01% No change 3,100 $166K
City State Bank 0.04% Add +4.9% 3,091 $165K
Concord Wealth Partners 0.02% Add +0.0% 3,072 $164K
Colonial Trust Advisors 0.01% No change 3,050 $163K
Lloyd Advisory Services, LLC. 0.06% Add +569.6% 3,000 $160K
Johnson Financial Group, Inc. 0.01% Add +236.8% 2,930 $157K
Institute for Wealth Management, LLC. 0.01% Reduce -15.4% 2,880 $154K
Hickory Point Bank & Trust 0.09% No change 2,875 $154K
Physician Wealth Advisors, Inc. 0.02% No change 2,847 $152K
Beaird Harris Wealth Management, LLC 0.01% No change 2,827 $151K
MRP Capital Investments, LLC 0.11% Add +460.0% 2,800 $150K
CGC Financial Services, LLC 0.03% No change 2,800 $150K
Caldwell Trust Co 0.01% Reduce -15.6% 2,710 $145K
Plante Moran Financial Advisors, LLC 0.01% Reduce -3.7% 2,707 $145K
Luminist Capital LLC 0.16% New 2,665 $142K
Forum Finance Group S.A. 0.05% Add +6.5% 3,277 $142K
Dunhill Financial, LLC 0.03% No change 2,652 $142K
Independence Bank of Kentucky 0.02% No change 2,620 $140K
Medallion Wealth Advisors, LLC 0.04% Add +75.5% 1,144 $138K
Gables Capital Management Inc. 0.05% No change 2,494 $133K
Trust Co. of Toledo NA 0.01% No change 2,474 $132K
HHM Wealth Advisors, LLC 0.01% Add +12.3% 2,376 $127K
Princeton Global Asset Management LLC 0.02% No change 2,350 $126K
Pacific Center for Financial Services 0.03% Add +5.6% 2,341 $125K
Financial Network Wealth Advisors LLC 0.12% Add +7.4% 2,230 $119K
Financial Consulate, Inc. 0.01% No change 2,227 $119K
Truvestments Capital LLC 0.02% No change 2,200 $118K
MPWM Advisory Solutions, LLC 0.05% Reduce -31.4% 2,125 $114K
Godsey & Gibb, Inc. 0.01% No change 2,121 $113K
Evolution Wealth Management Inc. 0.07% Add +7.9% 2,105 $113K
Capital Analysts, LLC 0.00% Reduce -1.4% 2,105 $112K
Westside Investment Management, Inc. 0.01% Add +116.5% 2,091 $112K
Motco 0.01% No change 2,065 $110K
Vision Financial Markets LLC 0.09% No change 2,037 $109K
Cutler Capital Management, LLC 0.03% No change 2,038 $109K
Community Bank, N.A. 0.01% No change 2,010 $107K
Hilton Head Capital Partners, LLC 0.05% No change 2,000 $107K
Monetary Management Group Inc. 0.02% No change 2,000 $107K
Pioneer Family Office, LLC 0.05% Add +658.0% 1,895 $101K
North Star Investment Management Corp. 0.01% Reduce -27.6% 1,840 $98K
Cherry Tree Wealth Management, LLC 0.02% No change 1,789 $96K
Horizon Investments, LLC 0.00% Reduce -54.6% 1,787 $96K
Key Financial Inc 0.02% No change 1,779 $95K
SOA Wealth Advisors, LLC. 0.02% No change 1,768 $95K
Union Savings Bank 0.04% No change 1,761 $94K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +25.3% 1,745 $93K
Turim 21 Investimentos Ltda. 0.01% New 1,675 $90K
Hager Investment Management Services, LLC 0.04% No change 1,661 $89K
LFA - Lugano Financial Advisors SA 0.05% No change 1,626 $87K
Duncker Streett & Co. Inc. 0.01% No change 1,607 $86K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -1.6% 1,575 $84K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,575 $84K
Smartleaf Asset Management LLC 0.00% No change 1,571 $83K
Archer Investment Corp 0.02% No change 1,532 $82K
NBT Bank, N.A. 0.01% Reduce -16.0% 1,520 $81K
GoalVest Advisory LLC 0.01% Reduce -3.4% 1,507 $81K
Bayban 0.06% No change 1,500 $80K
Pingora Partners LLC 0.04% No change 1,430 $76K
RMG Wealth Management LLC 0.01% No change 1,283 $76K
Salomon & Ludwin, LLC 0.01% Add +369.0% 1,407 $75K
Stone House Investment Management, LLC 0.01% Add +8.9% 1,408 $75K
Greykasell Wealth Strategies, Inc. 0.03% No change 1,375 $74K
Avion Wealth 0.01% Reduce -43.4% 1,379 $73K
GAMMA Investing LLC 0.00% No change 1,342 $72K
Asset Dedication, LLC 0.00% Add +7.4% 1,338 $72K
Proffitt & Goodson Inc. 0.01% No change 1,320 $71K
Advantage Trust Co 0.02% Add +8.2% 1,315 $70K
Proathlete Wealth Management LLC 0.02% Reduce -31.9% 1,470 $70K
Cornerstone Planning Group LLC 0.01% Reduce -1.5% 1,281 $69K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,251 $67K
Farmers & Merchants Investments Inc. 0.00% No change 1,239 $66K
Colonial Trust Co / SC 0.01% No change 1,234 $66K
Glass Jacobson Investment Advisors llc 0.02% No change 1,194 $64K
Vaquero Private Wealth, Ltd. 0.01% — 1,171 $63K
Webster Bank, N. A. 0.01% Add +9.6% 1,145 $61K
Vestor Capital, LLC 0.00% Reduce -69.2% 1,822 $61K
Triumph Capital Management 0.01% Add +54.1% 1,139 $61K
Dogwood Wealth Management LLC 0.02% No change 1,128 $60K
NorthAvenue LLC 0.04% No change 1,109 $59K
Vermillion Wealth Management, Inc. 0.01% Reduce -12.0% 1,103 $59K
Granite FO LLC 0.03% Add +120.0% 1,100 $59K
Toth Financial Advisory Corp. 0.01% No change 1,095 $59K
Basepoint Wealth LLC 0.03% Reduce -13.5% 1,089 $58K
IAG Wealth Partners, LLC 0.01% No change 1,088 $58K
Key Capital Management, INC 0.03% Add +2.8% 1,076 $58K
Kentucky Trust Co 0.03% No change 1,030 $55K
DV Trading LLC 0.00% Reduce -81.7% 1,651 $54K
Graney & King, LLC 0.02% No change 1,005 $54K
First Bancorp, Inc 0.02% New 1,004 $54K
Pension & Wealth Management Advisors, Inc. 0.01% New 1,000 $53K
Kings Path Partners LLC 0.01% No change 1,000 $53K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 1,000 $53K
GFS Advisors, LLC 0.01% Reduce -81.0% 55,989 $53K
Nvest Wealth Strategies, Inc. 0.03% Add +448.3% 987 $53K
Abound Wealth Management 0.01% No change 980 $52K
Evelyn Partners Group Ltd 0.00% — 970 $52K
RHL Group, LLC 0.04% Add +34.9% 978 $52K
Napier Financial, LLC 0.01% No change 957 $51K
Crews Bank & Trust 0.01% No change 950 $51K
Quaker Wealth Management, LLC 0.01% Add +16.0% 948 $51K
Towne Trust Company, N.A 0.01% Reduce -52.0% 925 $49K
Decker Retirement Planning Inc. 0.02% Reduce -37.1% 908 $49K
Old Second National Bank of Aurora 0.01% No change 886 $47K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 885 $47K
Dimension Capital Management LLC 0.01% No change 884 $47K
Kelleher Financial Advisors 0.01% Add +57.9% 865 $46K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.3% 854 $46K
First United Bank & Trust 0.01% No change 845 $45K
Community Financial Services Group, LLC 0.01% No change 840 $45K
Richardson Capital Management LLC 0.02% No change 840 $45K
Darwin Wealth Management, LLC 0.01% No change 840 $45K
Burkett Financial Services, LLC 0.01% No change 833 $45K
Lodestone Wealth Management LLC 0.02% Add +3.5% 822 $44K
Keystone Financial Group, Inc. 0.02% Reduce -89.3% 810 $43K
Smallwood Wealth Investment Management, LLC 0.02% No change 800 $43K
Meramec Financial Planners, LLC 0.02% No change 794 $42K
Clearstead Trust, LLC 0.01% Reduce -1.9% 784 $42K
Essex Investment Management Co. LLC 0.01% No change 771 $41K
Nova Wealth Management, Inc. 0.02% No change 750 $40K
General Partner, Inc. 0.02% No change 750 $40K
Nexus Investment Management ULC 0.01% No change 750 $40K
Grove Bank & Trust 0.00% No change 750 $40K
MassMutual Private Wealth & Trust, FSB 0.00% No change 750 $40K
Strategic Wealth Advisors LLC 0.03% Reduce -7.8% 626 $40K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +15.8% 734 $39K
Crewe Advisors LLC 0.00% No change 729 $39K
DiNuzzo Private Wealth, Inc. 0.00% No change 720 $38K
Cape Investment Advisory, Inc. 0.01% New 703 $38K
Ulland Investment Advisors, LLC 0.03% New 700 $37K
Financial Management Professionals, Inc. 0.00% Add +8.6% 670 $36K
Go Invest LLC 0.01% New 667 $36K
Beacon Investment Advisory Services, Inc. 0.00% No change 659 $35K
Tradewinds Capital Management, LLC 0.01% No change 657 $35K
SouthState Bank Corp 0.00% Add +15.1% 641 $34K
LRI Investments, LLC 0.00% No change 638 $34K
NFSG Corp 0.00% Reduce -72.4% 630 $34K
Bangor Savings Bank 0.00% Add +2.6% 620 $33K
SWAN Capital LLC 0.01% Reduce -26.2% 615 $33K
Alerus Financial NA 0.00% No change 608 $33K
Flagship Wealth Advisors, LLC 0.01% No change 600 $32K
Ameriflex Group, Inc. 0.01% Add +31.3% 591 $32K
American National Bank & Trust 0.00% No change 590 $32K
American Capital Advisory, LLC 0.01% No change 589 $31K
Founders Capital Management 0.01% No change 575 $31K
BOK Financial Private Wealth, Inc. 0.00% No change 535 $29K
StrongBox Wealth, LLC 0.01% New 510 $27K
Sfam, LLC 0.02% No change 507 $27K
Daytona Street Capital LLC 0.02% No change 500 $27K
West Branch Capital LLC 0.01% New 502 $27K
Bullseye Investment Management, LLC 0.01% Reduce -15.3% 500 $27K
Corsicana & Co. 0.01% New 500 $27K
Intesa Sanpaolo Wealth Management 0.01% No change 500 $27K
Center for Financial Planning, Inc. 0.00% No change 500 $27K
Broadwater Capital Management LLC 0.02% No change 481 $26K
Prestige Wealth Management Group LLC 0.00% No change 480 $26K
South Plains Financial, Inc. 0.01% No change 467 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 467 $25K
Redwood Park Advisors LLC 0.02% No change 458 $24K
Buck Wealth Strategies, LLC 0.00% New 457 $24K
Kingdom Financial Group LLC. 0.01% Reduce -0.2% 447 $24K
Bullock Wealth Management Group 0.01% No change 430 $23K
Quest 10 Wealth Builders, Inc. 0.02% No change 430 $23K
Barrett & Company, Inc. 0.01% No change 430 $23K
Financially Speaking Inc 0.11% No change 334 $23K
Transamerica Financial Advisors, LLC 0.00% New 404 $22K
McDonald Partners LLC 0.01% New 395 $21K
Fairscale Capital, LLC 0.01% No change 390 $21K
Front Row Advisors LLC 0.01% Add +130.0% 345 $20K
Versant Capital Management, Inc 0.00% No change 377 $20K
Axiom Investment Management LLC 0.01% No change 375 $20K
Cranbrook Wealth Management, LLC 0.00% Add +1.7% 363 $19K
Clark Wealth Partners 0.01% No change 360 $19K
CVA Family Office, LLC 0.00% Add +242.7% 353 $19K
Tiaa Trust, National Association 0.00% No change 350 $19K
Silicon Valley Capital Partners 0.00% New 348 $19K
Wilkerson Advisory Group LLC 0.01% New 345 $18K
Cassaday & Co Wealth Management LLC 0.00% No change 340 $18K
Inspire Investing, LLC 0.00% No change 334 $18K
Delta Asset Management LLC 0.00% No change 330 $18K
HM Payson & Co. 0.00% Reduce -96.2% 322 $17K
DecisionPoint Financial, LLC 0.00% No change 307 $16K
New England Capital Financial Advisors LLC 0.00% No change 301 $16K
Godfrey Financial Associates, Inc. 0.01% No change 300 $16K
Game Plan Financial Advisors, LLC 0.01% No change 300 $16K
Acumen Wealth Advisors, LLC 0.00% Reduce -45.0% 295 $16K
Beacon Capital Management, Inc. 0.00% No change 277 $15K
Washington Trust Advisors, Inc. 0.00% No change 275 $15K
Abound Financial, LLC 0.01% No change 271 $14K
St. Johns Investment Management Company, LLC 0.01% No change 269 $14K
Seneschal Advisors, LLC 0.01% No change 255 $14K
Summit Securities Group LLC 0.00% Reduce -61.5% 250 $13K
Valley National Advisers Inc. 0.00% Add +45.6% 249 $13K
Trust Co 0.00% New 230 $12K
REAP Financial Group, LLC 0.00% Reduce -4.5% 214 $11K
Leo H. Evart, Inc. 0.01% Reduce -78.7% 208 $11K
Robinswood Financial LLC 0.00% No change 208 $11K
Midwest Capital Advisors, LLC 0.00% No change 200 $11K
Financial Perspectives, Inc 0.00% No change 200 $11K
Atlantic Union Bankshares Corp 0.00% No change 200 $11K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $11K
Bare Financial Services, Inc 0.00% No change 197 $11K
High Point Wealth Management, LLC 0.01% No change 196 $10K
Steigerwald, Gordon & Koch Inc. 0.00% No change 193 $10K
Prosperity Bancshares Inc 0.01% No change 187 $10K
Horrell Capital Management, Inc. 0.00% No change 180 $10K
Cedar Mountain Advisors, LLC 0.00% No change 170 $9K
Aspect Partners, LLC 0.00% Add +6.5% 165 $9K
Byrne Asset Management LLC 0.00% No change 160 $9K
Financial Gravity Companies, Inc. 0.00% — 159 $9K
GeoWealth Management, LLC 0.00% Reduce -12.6% 159 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $8K
Transce3nd, LLC 0.07% No change 139 $7K
Pittenger & Anderson Inc. 0.00% Add +133.3% 140 $7K
Networth Advisors, LLC 0.00% No change 138 $7K
Core Capital Management & Research, inc. 0.00% — 110 $7K
PFS Partners, LLC 0.00% No change 118 $6K
Harborfront Financial Group LLC 0.02% — 117 $6K
Peoples Financial Services Corp. 0.00% No change 100 $5K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -99.3% 100 $5K
St Germain D J Co. Inc. 0.00% No change 100 $5K
Signature Resources Capital Management, LLC 0.00% No change 98 $5K
CNB Bank 0.00% No change 97 $5K
Strive Financial Group ,LLC 0.00% No change 95 $5K
Purpose Unlimited Inc. 0.00% New 89 $5K
Ankerstar Wealth, LLC 0.00% Add +12.7% 89 $5K
PlanVest Financial, Inc 0.00% Add +178.1% 89 $5K
Solstein Capital, LLC 0.00% New 87 $5K
Murphy & Mullick Capital Management Corp 0.00% No change 85 $5K
Lummis Asset Management, LP 0.00% No change 85 $5K
Pinney & Scofield, Inc. 0.00% No change 80 $4K
Bernard Wealth Management Corp. 0.00% Reduce -48.4% 80 $4K
Anchor Investment Management, LLC 0.00% No change 80 $4K
Monetary Solutions, Ltd 0.00% No change 75 $4K
JPL Wealth Management, LLC 0.00% No change 74 $4K
Brown Brothers Harriman & Co. 0.00% No change 70 $4K
Ascentis Wealth Management, LLC 0.00% No change 70 $4K
Tidemark, LLC 0.00% Reduce -66.7% 69 $4K
SJS Investment Consulting Inc. 0.00% No change 67 $4K
Sunrise Financial Services, LLC 0.00% Reduce -32.6% 64 $3K
Arlington Trust Co LLC 0.00% No change 60 $3K
Southern Michigan Bank & Trust 0.00% No change 55 $3K
Cypress Capital Management LLC (WY) 0.00% No change 50 $3K
Burnham & Co LLC 0.00% — 50 $3K
Ares Financial Consulting, LLC 0.00% No change 50 $3K
Comprehensive Financial Planning, Inc. 0.00% Reduce -99.4% 49 $3K
Fortitude Family Office, LLC 0.00% No change 36 $2K
Tripletail Wealth Management, LLC 0.00% No change 30 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $1K
Roxbury Financial LLC 0.00% No change 20 $1K
WPG Advisers, LLC 0.00% No change 20 $1K
KERR FINANCIAL PLANNING Corp 0.00% No change 13 $696
Prudent Man Investment Management, Inc. 0.00% No change 10 $645
VSM Wealth Advisory, LLC 0.00% No change 12 $642
LifeSteps Financial, Inc. 0.00% New 10 $535
Financial Avengers, Inc. 0.00% No change 10 $535
Gould Capital, LLC 0.00% No change 8 $428
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $375
Bulwark Capital Corp 0.00% No change 1 $53

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