13F QoQ Ownership Changes
SIVR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 106 new · 112 added · 136 reduced · 23 exited
New Positions(106)
Added To(112)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 2,866,974 | +2,849,574 | $193.9M | +$193.1M | 16376.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,461,645 | +1,098,076 | $98.9M | +$82.7M | 302.0% |
| Tradewinds Capital Management, LLC | 696,246 | +695,185 | $47.1M | +$47.0M | 65521.7% |
| BANK OF AMERICA CORP /DE/ | 1,762,453 | +135,341 | $119.2M | +$46.8M | 8.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,060,062 | +460,062 | $73.1M | +$46.6M | 76.7% |
| LPL Financial LLC | 1,209,495 | +221,859 | $81.8M | +$37.9M | 22.5% |
| CITADEL ADVISORS LLC | 367,599 | +317,099 | $24.9M | +$22.6M | 627.9% |
| GUARDIAN POINT CAPITAL, LP | 475,000 | +175,000 | $32.1M | +$18.8M | 58.3% |
| MORGAN STANLEY | 536,624 | +53,097 | $36.3M | +$14.8M | 11.0% |
| Gradient Investments LLC | 462,030 | +59,890 | $31.3M | +$13.4M | 14.9% |
| ENVESTNET ASSET MANAGEMENT INC | 315,845 | +63,373 | $21.4M | +$10.1M | 25.1% |
| Mission Creek Capital Partners, Inc. | 304,416 | +46,818 | $20.6M | +$9.1M | 18.2% |
| OSAIC HOLDINGS, INC. | 251,229 | +43,750 | $17.0M | +$8.8M | 21.1% |
| AMERIPRISE FINANCIAL INC | 267,341 | +37,747 | $18.1M | +$7.9M | 16.4% |
| AE Wealth Management LLC | 221,479 | +60,111 | $15.0M | +$7.8M | 37.3% |
| Advocacy Wealth Management Services, LLC | 242,213 | +29,006 | $16.4M | +$6.9M | 13.6% |
| MML INVESTORS SERVICES, LLC | 146,143 | +72,926 | $9.9M | +$6.6M | 99.6% |
| ASSETMARK, INC | 102,825 | +81,696 | $7.0M | +$6.0M | 386.6% |
| RAYMOND JAMES FINANCIAL INC | 164,832 | +28,700 | $11.1M | +$5.1M | 21.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 91,873 | +58,576 | $6.2M | +$4.7M | 175.9% |
| OneDigital Investment Advisors LLC | 88,575 | +55,121 | $6.0M | +$4.5M | 164.8% |
| NewEdge Advisors, LLC | 150,288 | +20,720 | $10.2M | +$4.4M | 16.0% |
| Merit Financial Group, LLC | 149,453 | +18,074 | $10.1M | +$4.3M | 13.8% |
| Global Wealth Management, LLC | 76,291 | +48,388 | $5.2M | +$3.9M | 173.4% |
| 180 WEALTH ADVISORS, LLC | 164,812 | +1,495 | $11.1M | +$3.9M | 0.9% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 85,119 | +22,052 | $5.8M | +$3.0M | 35.0% |
| Encompass More Asset Management | 89,285 | +11,842 | $6.0M | +$2.6M | 15.3% |
| Mariner, LLC | 44,520 | +31,789 | $3.0M | +$2.4M | 249.7% |
| Focus Partners Wealth | 51,689 | +27,832 | $3.5M | +$2.4M | 116.7% |
| SEEDS INVESTOR LLC | 77,994 | +11,556 | $5.3M | +$2.3M | 17.4% |
| Private Advisor Group, LLC | 51,183 | +23,944 | $3.5M | +$2.3M | 87.9% |
| Apeiron RIA LLC | 72,504 | +7,112 | $5.4M | +$2.2M | 10.9% |
| Belvedere Trading LLC | 53,892 | +16,526 | $3.6M | +$2.0M | 44.2% |
| Wealth Watch Advisors, INC | 45,834 | +15,789 | $3.1M | +$1.8M | 52.5% |
| SPROTT INC. | 45,258 | +9,010 | $3.1M | +$1.4M | 24.9% |
| HARBOUR INVESTMENTS, INC. | 29,834 | +16,655 | $2.0M | +$1.4M | 126.4% |
| Mutual Advisors, LLC | 54,765 | +4,566 | $3.7M | +$1.4M | 9.1% |
| Simplicity Wealth,LLC | 55,907 | +640 | $3.8M | +$1.3M | 1.1% |
| Prospera Financial Services Inc | 26,879 | +15,620 | $1.8M | +$1.3M | 138.7% |
| FOREFRONT WEALTH MANAGEMENT INC. | 48,510 | +565 | $3.3M | +$1.1M | 1.2% |
| Clearstead Advisors, LLC | 34,138 | +4,500 | $2.3M | +$990.8K | 15.2% |
| Global View Capital Management LLC | 29,433 | +6,135 | $2.0M | +$954.6K | 26.3% |
| Farther Finance Advisors, LLC | 31,336 | +4,386 | $2.1M | +$920.8K | 16.3% |
| Anson Capital, Inc. | 21,903 | +6,603 | $1.5M | +$801.0K | 43.1% |
| RFG Advisory, LLC | 31,793 | +1,086 | $2.2M | +$784.6K | 3.5% |
| CreativeOne Wealth, LLC | 29,767 | +271 | $2.0M | +$701.5K | 0.9% |
| NewEdge Wealth, LLC | 58,700 | +32,200 | $1.9M | +$700.6K | 121.5% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 18,699 | +5,243 | $1.3M | +$666.3K | 39.0% |
| Modern Wealth Management, LLC | 16,934 | +5,256 | $1.1M | +$626.0K | 45.0% |
| VISTA INVESTMENT PARTNERS II, LLC | 20,405 | +3,243 | $1.4M | +$616.8K | 18.9% |
| TRUIST FINANCIAL CORP | 12,684 | +7,212 | $857.9K | +$614.6K | 131.8% |
| Advisory Services Network, LLC | 10,187 | +7,665 | $689.0K | +$576.9K | 303.9% |
| Corient Private Wealth LLC | 14,078 | +5,285 | $931.6K | +$540.5K | 60.1% |
| Integrated Wealth Concepts LLC | 21,437 | +491 | $1.4M | +$518.3K | 2.3% |
| Chicago Partners Investment Group LLC | 7,693 | +2,373 | $750.4K | +$511.7K | 44.6% |
| Braun-Bostich & Associates Inc. | 20,271 | +248 | $1.4M | +$480.5K | 1.2% |
| Security National Bank | 20,534 | +66 | $1.4M | +$478.5K | 0.3% |
| WCG Wealth Advisors LLC | 19,306 | +472 | $1.3M | +$471.8K | 2.5% |
| Columbus Macro, LLC | 18,533 | +633 | $1.3M | +$457.4K | 3.5% |
| Sharkey, Howes & Javer | 12,460 | +3,587 | $842.8K | +$448.1K | 40.4% |
| STIFEL FINANCIAL CORP | 17,207 | +1,112 | $1.2M | +$448.0K | 6.9% |
| A4 Wealth Advisors LLC | 15,997 | +1,719 | $1.1M | +$447.0K | 12.0% |
| Texas Yale Capital Corp. | 12,855 | +3,235 | $869.5K | +$441.6K | 33.6% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 11,550 | +3,800 | $781.2K | +$436.5K | 49.0% |
| Sigma Planning Corp | 10,238 | +3,237 | $692.5K | +$381.1K | 46.2% |
| Creative Planning | 14,931 | +685 | $1.0M | +$376.3K | 4.8% |
| &PARTNERS | 13,737 | +1,611 | $911.0K | +$371.7K | 13.3% |
| Western Wealth Management, LLC | 12,863 | +1,635 | $870.1K | +$370.6K | 14.6% |
| Steward Partners Investment Advisory, LLC | 7,252 | +4,468 | $490.5K | +$366.7K | 160.5% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,164 | +1,363 | $890.4K | +$365.5K | 11.5% |
| Blue Trust, Inc. | 13,659 | +1,047 | $923.9K | +$362.9K | 8.3% |
| Eagle Strategies LLC | 11,085 | +2,237 | $749.8K | +$356.2K | 25.3% |
| BSW Wealth Partners | 11,273 | +1,655 | $762.5K | +$334.7K | 17.2% |
| CHOREO, LLC | 9,176 | +1,548 | $664.3K | +$325.0K | 20.3% |
| CAPTRUST FINANCIAL ADVISORS | 11,237 | +683 | $760.1K | +$290.6K | 6.5% |
| MATHER GROUP, LLC. | 9,630 | +1,438 | $651.4K | +$287.0K | 17.6% |
| CoreCap Advisors, LLC | 5,578 | +3,355 | $377.3K | +$278.4K | 150.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 8,313 | +1,838 | $562.3K | +$274.3K | 28.4% |
| Arax Advisory Partners | 10,769 | +134 | $728.4K | +$255.4K | 1.3% |
| Sequoia Financial Advisors, LLC | 8,489 | +1,253 | $574.2K | +$252.3K | 17.3% |
| BNP PARIBAS FINANCIAL MARKETS | 3,732 | +3,697 | $252.4K | +$250.9K | 10562.9% |
| Orion Porfolio Solutions, LLC | 8,646 | +1,019 | $584.8K | +$245.6K | 13.4% |
| IHT Wealth Management, LLC | 7,862 | +945 | $531.8K | +$224.1K | 13.7% |
| Apollon Wealth Management, LLC | 8,371 | +396 | $566.2K | +$211.5K | 5.0% |
| Brookstone Capital Management | 9,062 | +28 | $613.0K | +$211.1K | 0.3% |
| BCGM Wealth Management, LLC | 8,561 | +96 | $579.1K | +$202.5K | 1.1% |
| Interchange Capital Partners, LLC | 6,647 | +647 | $449.6K | +$182.7K | 10.8% |
| Kingsview Wealth Management, LLC | 6,823 | +391 | $461.5K | +$175.4K | 6.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 7,228 | +65 | $488.9K | +$170.3K | 0.9% |
| Beaumont Financial Advisors, LLC | 6,000 | +700 | $405.8K | +$170.1K | 13.2% |
| Ashton Thomas Private Wealth, LLC | 5,704 | +150 | $385.8K | +$138.8K | 2.7% |
| Whitaker-Myers Wealth Managers, LTD. | 5,011 | +255 | $338.9K | +$127.4K | 5.4% |
| Leading Edge Financial Planning LLC | 5,023 | +227 | $339.8K | +$126.4K | 4.7% |
| AdvisorNet Financial, Inc | 2,553 | +1,364 | $172.7K | +$119.8K | 114.7% |
| Larson Financial Group LLC | 2,168 | +1,453 | $146.6K | +$114.8K | 203.2% |
| COMERICA BANK | 2,640 | +231 | $178.6K | +$71.4K | 9.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 882 | +462 | $59.7K | +$41.0K | 110.0% |
| FMR LLC | 793 | +427 | $53.7K | +$37.4K | 116.7% |
| Imprint Wealth LLC | 871 | +349 | $58.9K | +$35.7K | 66.8% |
| SouthState Corp | 1,142 | +142 | $77.2K | +$32.8K | 14.2% |
| Ameritas Investment Partners, Inc. | 725 | +75 | $49.0K | +$20.1K | 11.5% |
| Costello Asset Management, INC | 568 | +100 | $38.4K | +$17.6K | 21.4% |
| Copia Wealth Management | 177 | +134 | $12.0K | +$10.1K | 311.6% |
| Rossby Financial, LCC | 171 | +121 | $11.6K | +$9.3K | 242.0% |
| BlackRock, Inc. | 242 | +56 | $16.4K | +$8.1K | 30.1% |
| HOLLENCREST CAPITAL MANAGEMENT | 276 | +23 | $18.7K | +$7.4K | 9.1% |
| Lido Advisors, LLC | 4,971 | +76 | $222.9K | +$5.1K | 1.6% |
| Cambridge Investment Research Advisors, Inc. | 142,003 | +31,318 | $9.6K | +$4.7K | 28.3% |
| Janney Montgomery Scott LLC | 55,325 | +47,822 | $3.7K | +$3.4K | 637.4% |
| Thrivent Financial for Lutherans | 77,768 | +2,480 | $5.5K | +$2.2K | 3.3% |
| CWM, LLC | 59,525 | +126 | $4.0K | +$1.4K | 0.2% |
| Capital Analysts, LLC | 2,672 | +1,913 | $181 | +$147 | 252.0% |
Reduced(136)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 3,053,342 | -2,913,068 | $206.5M | -$58.9M | -48.8% |
| WELLS FARGO & COMPANY/MN | 953,967 | -12,237 | $64.5M | +$21.5M | -1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 227,025 | -60,864 | $15.4M | +$15.3M | -21.1% |
| UBS Group AG | 738,110 | -69,644 | $49.9M | +$14.0M | -8.6% |
| AMG National Trust Bank | 613,613 | -13,724 | $41.5M | +$13.6M | -2.2% |
| Quadrature Capital Ltd | 18,889 | -241,722 | $1.3M | -$10.3M | -92.8% |
| Cetera Investment Advisers | 382,936 | -17,714 | $25.9M | +$8.1M | -4.4% |
| Capital Management Associates, Inc | 305,697 | -2,254 | $20.7M | +$7.0M | -0.7% |
| Kiker Wealth Management, LLC | 3,234 | -131,025 | $218.7K | -$5.8M | -97.6% |
| HighTower Advisors, LLC | 418,252 | -126,894 | $28.3M | +$4.0M | -23.3% |
| World Investment Advisors | 162,119 | -1,643 | $10.8M | +$3.5M | -1.0% |
| Systelligence, LLC | 133,250 | -938 | $9.0M | +$3.0M | -0.7% |
| Empowered Funds, LLC | 47,148 | -85,330 | $3.2M | -$2.7M | -64.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 202,335 | -49,303 | $13.7M | +$2.5M | -19.6% |
| Vestmark Advisory Solutions, Inc. | 202,119 | -49,519 | $13.7M | +$2.5M | -19.7% |
| JONES FINANCIAL COMPANIES LLLP | 88,543 | -74 | $6.0M | +$2.1M | -0.1% |
| Copley Financial Group, Inc. | 97,913 | -4,011 | $6.6M | +$2.1M | -3.9% |
| Royal Bank of Canada | 213,259 | -156,519 | $14.4M | +$2.0M | -42.3% |
| Avior Wealth Management, LLC | 119,411 | -19,254 | $8.1M | +$1.9M | -13.9% |
| McIlrath & Eck, LLC | 242,170 | -85,153 | $16.4M | +$1.8M | -26.0% |
| Pettinga Financial Advisors LLC | 99,895 | -14,905 | $6.8M | +$1.7M | -13.0% |
| US BANCORP \DE\ | 66,206 | -1,468 | $4.5M | +$1.5M | -2.2% |
| Richard C. Young & CO., LTD. | 58,691 | -1,420 | $4.0M | +$1.3M | -2.4% |
| FLP Wealth Management, LLC | 338 | -48,209 | $3.4M | +$1.2M | -99.3% |
| SMART Wealth LLC | 68,240 | -10,723 | $4.6M | +$1.1M | -13.6% |
| Stratos Wealth Partners, LTD. | 53,612 | -3,386 | $3.6M | +$1.1M | -5.9% |
| PRINCIPAL SECURITIES, INC. | 56,310 | -5,201 | $3.8M | +$1.1M | -8.4% |
| Fielder Capital Group LLC | 80,862 | -18,217 | $5.5M | +$1.1M | -18.4% |
| Marble Harbor Investment Counsel, LLC | 55,600 | -5,100 | $3.8M | +$1.1M | -8.4% |
| MYECFO, LLC | 56,107 | -8,207 | $3.8M | +$923.6K | -12.8% |
| MATAURO, LLC | 44,792 | -2,785 | $3.0M | +$913.5K | -5.8% |
| Rockefeller Capital Management L.P. | 49,483 | -7,317 | $3.3M | +$820.6K | -12.9% |
| Alpine Bank Wealth Management | 34,000 | 0 | $2.3M | +$787.4K | 0.0% |
| STABLEFORD CAPITAL II LLC | 54,453 | -10,749 | $3.7M | +$783.0K | -16.5% |
| INTREPID FAMILY OFFICE LLC | 77,000 | -23,000 | $5.2M | +$760.3K | -23.0% |
| WT Wealth Management | 59,959 | -14,651 | $4.1M | +$737.0K | -19.6% |
| Baird Financial Group, Inc. | 29,696 | 0 | $2.0M | +$687.8K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,278 | -7,619 | $2.5M | +$682.3K | -19.1% |
| Transamerica Financial Advisors, LLC | 29,215 | -369 | $2.0M | +$660.2K | -1.2% |
| Leo Wealth, LLC | 30,750 | -2,132 | $2.1M | +$617.4K | -6.5% |
| SHEETS SMITH WEALTH MANAGEMENT | 27,404 | -777 | $1.9M | +$600.1K | -2.8% |
| Legacy Wealth Asset Management, LLC | 28,958 | -1,789 | $2.0M | +$591.1K | -5.8% |
| Kestra Advisory Services, LLC | 26,050 | -489 | $1.8M | +$581.6K | -1.8% |
| GROUP ONE TRADING LLC | 12,931 | -19,617 | $874.7K | -$573.1K | -60.3% |
| IFG Advisory, LLC | 29,406 | -2,483 | $2.0M | +$570.6K | -7.8% |
| IMC-Chicago, LLC | 30,424 | -3,768 | $2.1M | +$537.0K | -11.0% |
| Acorn Wealth Advisors, LLC | 26,205 | -1,685 | $1.8M | +$532.0K | -6.0% |
| M&T Bank Corp | 22,600 | 0 | $1.5M | +$523.4K | 0.0% |
| Summit Trail Advisors, LLC | 22,183 | 0 | $1.5M | +$513.8K | 0.0% |
| Concurrent Investment Advisors, LLC | 23,692 | -1,479 | $1.6M | +$482.9K | -5.9% |
| Horst & Graben Wealth Management LLC | 21,363 | -818 | $1.4M | +$458.4K | -3.7% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 18,500 | 0 | $1.3M | +$428.5K | 0.0% |
| DENVER WEALTH MANAGEMENT, INC. | 17,954 | 0 | $1.2M | +$415.8K | 0.0% |
| BOS Asset Management, LLC | 17,483 | 0 | $1.2M | +$404.9K | 0.0% |
| Perennial Investment Advisors, LLC | 21,215 | -2,018 | $1.4M | +$401.5K | -8.7% |
| Quantum Portfolio Management LLC | 17,773 | -17,742 | $1.2M | -$377.5K | -50.0% |
| Vontobel Holding Ltd. | 18,150 | -1,000 | $1.2M | +$375.9K | -5.2% |
| Comprehensive Money Management Services LLC | 17,064 | -665 | $1.2M | +$365.6K | -3.8% |
| Red Tortoise LLC | 14,307 | 0 | $967.7K | +$331.4K | 0.0% |
| Jacobsen Capital Management | 14,244 | 0 | $963.5K | +$329.9K | 0.0% |
| Nadler Financial Group, Inc. | 13,785 | 0 | $932.4K | +$319.3K | 0.0% |
| Cerity Partners LLC | 18,741 | -2,600 | $1.3M | +$318.4K | -12.2% |
| Tactive Advisors, LLC | 17,140 | -1,777 | $1.2M | +$317.9K | -9.4% |
| City Center Advisors, LLC | 15,534 | -1,091 | $1.1M | +$311.2K | -6.6% |
| ShoreHaven Wealth Partners, LLC | 17,908 | -2,349 | $1.2M | +$310.3K | -11.6% |
| Blue Capital, Inc. | 28,136 | -7,888 | $1.9M | +$300.8K | -21.9% |
| Foundations Investment Advisors, LLC | 16,692 | -15,086 | $1.1M | -$284.4K | -47.5% |
| WEALTHGARDEN F.S. LLC | 5,434 | -475 | $561.3K | +$266.2K | -8.0% |
| TBH Global Asset Management, LLC | 11,455 | 0 | $774.8K | +$265.3K | 0.0% |
| Visionary Wealth Advisors | 11,570 | -76 | $782.6K | +$264.6K | -0.7% |
| Empower Advisory Group, LLC | 11,500 | -1,180 | $777.9K | +$213.9K | -9.3% |
| Sowell Financial Services LLC | 40,843 | -26,038 | $2.8M | -$212.2K | -38.9% |
| TCFG WEALTH MANAGEMENT, LLC | 12,237 | -1,619 | $827.7K | +$211.4K | -11.7% |
| Proficio Capital Partners LLC | 30,105 | -11,280 | $2.0M | +$195.5K | -27.3% |
| Cyndeo Wealth Partners, LLC | 9,641 | -636 | $652.1K | +$195.0K | -6.2% |
| NEUBERGER BERMAN GROUP LLC | 8,350 | 0 | $564.8K | +$193.4K | 0.0% |
| OmniStar Financial Group, Inc. | 7,881 | 0 | $533.1K | +$182.5K | 0.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 9,424 | -1,057 | $637.4K | +$171.2K | -10.1% |
| CWC Advisors, LLC. | 8,456 | -562 | $572.0K | +$170.8K | -6.2% |
| Capital Wealth Alliance, LLC | 3,519 | -6,571 | $280.9K | -$168.0K | -65.1% |
| JT Stratford LLC | 7,231 | 0 | $489.1K | +$167.5K | 0.0% |
| PFG Advisors | 7,274 | -143 | $492.0K | +$162.1K | -1.9% |
| Nemes Rush Group LLC | 6,707 | 0 | $453.7K | +$155.3K | 0.0% |
| TOTAL INVESTMENT MANAGEMENT INC | 6,529 | 0 | $441.6K | +$151.2K | 0.0% |
| Strategic Financial Concepts, LLC | 8,136 | -854 | $550.3K | +$150.4K | -9.5% |
| Gateway Wealth Partners, LLC | 6,609 | -221 | $447.0K | +$143.2K | -3.2% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,727 | 0 | $387.4K | +$132.6K | 0.0% |
| Onyx Bridge Wealth Group LLC | 7,164 | -795 | $484.6K | +$130.6K | -10.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,316 | -613 | $427.2K | +$119.0K | -8.8% |
| Wolff Financial Management LLC | 4,859 | 0 | $328.7K | +$112.5K | 0.0% |
| BKM Wealth Management, LLC | 4,585 | 0 | $310.1K | +$106.2K | 0.0% |
| Geneos Wealth Management Inc. | 5,327 | -438 | $360.3K | +$103.9K | -7.6% |
| MGO ONE SEVEN LLC | 6,497 | -1,065 | $439.5K | +$103.1K | -14.1% |
| Atria Investments, Inc | 6,469 | -1,095 | $437.6K | +$101.1K | -14.5% |
| Wealthspire Advisors, LLC | 4,029 | 0 | $272.5K | +$93.3K | 0.0% |
| VICUS CAPITAL | 10,208 | -3,223 | $690.5K | +$93.1K | -24.0% |
| Arlington Trust Co LLC | 7,500 | -2,000 | $507.3K | +$84.7K | -21.1% |
| Robinson Value Management, Ltd. | 29,371 | -13,400 | $2.0M | +$84.2K | -31.3% |
| PNC Financial Services Group, Inc. | 3,397 | -37 | $229.8K | +$77.0K | -1.1% |
| TRUST CO OF VERMONT | 19 | -1,596 | $1.3K | -$70.5K | -98.8% |
| Focus Financial Network, Inc. | 5,294 | -4,339 | $358.1K | -$70.4K | -45.0% |
| Global Retirement Partners, LLC | 3,000 | 0 | $202.9K | +$69.5K | 0.0% |
| China Universal Asset Management Co., Ltd. | 3,000 | 0 | $202.9K | +$69.5K | 0.0% |
| Paul R. Ried Financial Group, LLC | 13,457 | -5,471 | $910.3K | +$68.3K | -28.9% |
| Financial Engines Advisors L.L.C. | 4,232 | -768 | $286.3K | +$63.9K | -15.4% |
| Worth Asset Management, LLC | 5,807 | -1,592 | $392.8K | +$63.7K | -21.5% |
| FSA WEALTH PARTNERS, INC. | 3,735 | -780 | $252.6K | +$51.8K | -17.3% |
| Spire Wealth Management | 2,083 | -91 | $140.9K | +$44.2K | -4.2% |
| Inspire Advisors, LLC | 24,509 | -13,600 | $1.7M | -$37.2K | -35.7% |
| CoreFirst Bank & Trust | 1,400 | 0 | $94.7K | +$32.4K | 0.0% |
| Sunbelt Securities, Inc. | 1,363 | 0 | $92.2K | +$31.6K | 0.0% |
| Summit Financial, LLC | 4,522 | -1,693 | $305.9K | +$29.4K | -27.2% |
| CBIZ Investment Advisory Services, LLC | 990 | 0 | $67.0K | +$22.9K | 0.0% |
| HOEY INVESTMENTS, INC | 960 | 0 | $64.9K | +$22.2K | 0.0% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 6,000 | -2,641 | $405.8K | +$21.5K | -30.6% |
| Stone House Investment Management, LLC | 191 | -560 | $12.9K | -$20.5K | -74.6% |
| CITY HOLDING CO | 875 | 0 | $59.2K | +$20.3K | 0.0% |
| Blossom Wealth Management | 5,174 | -2,276 | $350.0K | +$18.6K | -30.6% |
| NBC SECURITIES, INC. | 675 | 0 | $45.7K | +$15.6K | 0.0% |
| MAI Capital Management | 696 | -22 | $47.1K | +$15.1K | -3.1% |
| PFS Partners, LLC | 372 | 0 | $25.2K | +$8.6K | 0.0% |
| Bare Financial Services, Inc | 362 | 0 | $24.5K | +$8.4K | 0.0% |
| Silver Coast Investments LLC | 53,159 | -27,845 | $3.6M | -$7.4K | -34.4% |
| EverSource Wealth Advisors, LLC | 650 | -175 | $44.0K | +$7.3K | -21.2% |
| Evercore Wealth Management, LLC | 7,000 | -3,500 | $473.5K | +$6.4K | -33.3% |
| Dunhill Financial, LLC | 278 | -9 | $18.8K | +$6.1K | -3.1% |
| Orion Capital Management LLC | 235 | 0 | $15.9K | +$5.4K | 0.0% |
| Salomon & Ludwin, LLC | 112 | 0 | $8.1K | +$3.0K | 0.0% |
| CALDWELL SUTTER CAPITAL, INC. | 125 | 0 | $8.5K | +$2.9K | 0.0% |
| Parallel Advisors, LLC | 108 | 0 | $7.3K | +$2.5K | 0.0% |
| TCTC Holdings, LLC | 66 | 0 | $4.5K | +$1.5K | 0.0% |
| LGT Financial Advisors LLC | 102 | -25 | $6.9K | +$1.3K | -19.7% |
| POM Investment Strategies, LLC | 43 | 0 | $2.9K | +$996 | 0.0% |
| American Capital Advisory, LLC | 32 | 0 | $2.2K | +$741 | 0.0% |
| Betterment LLC | 10,771 | -302 | $729 | +$236 | -2.7% |
| VALLEY NATIONAL ADVISERS INC | 238 | 0 | $16 | +$6 | 0.0% |