SS Comm Select Sector SPDRXLCETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,071 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 19 from Q4 2024. 104 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($4.1B), JPMorgan Chase & Co. ($936.5M) and Wells Fargo & Company ($799.5M). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS Comm Select Sector SPDR
- Filed as
- SELECT SECTOR SPDR TR (Q1 2025)
- CUSIP
- 81369Y852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $373.0M |
| Exits | 73 | $164.5M |
All 13F filers, Q4 2024 → Q1 2025: 14,691,448 shares bought and 13,281,539 shares sold, net +1,409,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,071 holders
| Bank of America Corp. | 0.37% | Reduce -1.1% | 42,953,530 | $4.1B |
| JPMorgan Chase & Co. | 0.07% | Add +0.5% | 9,709,789 | $936.5M |
| Wells Fargo & Company | 0.19% | Add +4.5% | 8,289,542 | $799.5M |
| Morgan Stanley | 0.05% | Add +6.8% | 7,254,690 | $699.7M |
| LPL Financial LLC | 0.21% | Add +5.4% | 5,516,259 | $532.0M |
| Envestnet Asset Management Inc. | 0.16% | Add +19.7% | 5,273,154 | $508.6M |
| Raymond James Financial Inc. | 0.15% | Reduce -3.7% | 4,253,675 | $410.3M |
| Ameriprise Financial Inc. | 0.11% | Add +4.1% | 4,066,890 | $392.3M |
| CHURCHILL MANAGEMENT Corp | 4.92% | Reduce -1.6% | 4,018,913 | $387.6M |
| UBS Group AG | 0.08% | Add +1.1% | 3,575,790 | $344.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -7.9% | 2,839,328 | $273.9M |
| Truist Financial Corp. | 0.40% | Reduce -3.5% | 2,553,516 | $246.3M |
| Janney Montgomery Scott LLC | 0.69% | Reduce -6.1% | 2,531,090 | $244.1M |
| State Street Corp. | 0.01% | Reduce -0.3% | 2,455,333 | $236.8M |
| Barclays PLC | 0.11% | Reduce -51.6% | 2,432,749 | $234.6M |
| Migdal Insurance & Financial Holdings Ltd. | 3.28% | Add +4.8% | 2,423,061 | $233.7M |
| Harel Insurance Investments & Financial Services Ltd. | 2.61% | Add +0.1% | 2,070,939 | $199.7M |
| Cibc World Market Inc. | 0.45% | Add +2628.8% | 2,029,120 | $195.7M |
| WestEnd Advisors, LLC | 5.05% | Reduce -8.1% | 1,972,555 | $190.3M |
| Main Management ETF Advisors, LLC | 8.95% | Reduce -70.8% | 892,215 | $184.2M |
| PGIM Custom Harvest LLC | 3.77% | Add +8.7% | 1,633,712 | $157.6M |
| Royal Bank of Canada | 0.04% | Add +16.5% | 1,631,873 | $157.4M |
| Marshall Wace, LLP | 0.20% | Add +143.4% | 1,509,523 | $145.6M |
| Menora Mivtachim Holdings LTD. | 0.92% | New | 1,463,175 | $141.1M |
| BNP Paribas Financial Markets | 0.09% | Add +50.1% | 1,198,334 | $115.6M |
| BlackRock, Inc. | 0.00% | Reduce -24.4% | 1,196,891 | $115.4M |
| Donaldson Capital Management, LLC | 3.65% | Add +20.3% | 1,002,317 | $96.7M |
| CW Advisors, LLC | 1.16% | Reduce -1.1% | 1,002,268 | $96.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +36.0% | 903,167 | $87.1M |
| Main Management LLC | 7.65% | Reduce -4.8% | 901,382 | $86.9M |
| J.Safra Asset Management Corp | 6.08% | Add +3.3% | 775,515 | $74.8M |
| Meitav Investment House Ltd. | 1.28% | Reduce -48.0% | 718,013 | $69.2M |
| SRB Corp. | 4.49% | Add +1945.0% | 714,509 | $68.9M |
| Agf Management Ltd. | 0.36% | Reduce -2.7% | 706,422 | $68.1M |
| Foundations Investment Advisors, LLC | 1.25% | Reduce -7.7% | 703,448 | $67.8M |
| Richard Bernstein Advisors LLC | 1.60% | New | 685,668 | $66.1M |
| Stifel Financial Corp. | 0.07% | Reduce -4.0% | 682,500 | $65.8M |
| Main Management Fund Advisors LLC | 9.64% | Add +10.4% | 682,000 | $65.8M |
| Fisher Asset Management | 0.03% | Reduce -3.4% | 679,005 | $65.5M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +30.4% | 678,732 | $65.5M |
| KCM Investment Advisors LLC | 2.35% | Add +4.5% | 674,811 | $65.1M |
| Victory Capital Management Inc. | 0.07% | Reduce -5.7% | 668,606 | $64.5M |
| MML Investors Services, LLC | 0.21% | Add +55.2% | 646,718 | $62.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.92% | Reduce -18.0% | 643,406 | $62.1M |
| RiverFront Investment Group, LLC | 1.14% | Add +2.9% | 529,097 | $51.0M |
| Osaic Holdings, Inc. | 0.11% | Reduce -3.7% | 509,854 | $49.2M |
| Cetera Investment Advisers | 0.09% | Add +17.3% | 504,393 | $48.6M |
| Advisory Alpha, LLC | 1.62% | Add +10.6% | 495,056 | $47.7M |
| Northern Trust Corp. | 0.01% | Add +8.0% | 484,300 | $46.7M |
| Assetmark, Inc. | 0.12% | Reduce -17.4% | 461,562 | $44.5M |
| Alps Advisors Inc. | 0.26% | Add +22.8% | 460,621 | $44.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.7% | 454,244 | $43.8M |
| Caisse de depot et placement du Quebec | 0.09% | Add +343.7% | 442,003 | $42.6M |
| Moss Adams Wealth Advisors LLC | 4.40% | Add +2.7% | 433,517 | $41.8M |
| Bank of Montreal | 0.02% | Add +16.3% | 412,439 | $39.8M |
| Swan Global Investments, LLC | 2.01% | Reduce -7.5% | 410,513 | $39.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +11.8% | 391,656 | $37.8M |
| Citigroup Inc. | 0.03% | Add +47.1% | 380,443 | $36.7M |
| Kingsview Wealth Management, LLC | 0.69% | Reduce -4.2% | 379,926 | $36.6M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -3.4% | 365,017 | $35.2M |
| 1832 Asset Management L.P. | 0.06% | Reduce -20.4% | 342,084 | $33.0M |
| Janney Capital Management LLC | 2.21% | Reduce -2.4% | 333,688 | $32.2M |
| Cwm, LLC | 0.13% | Add +6.2% | 325,672 | $31.4M |
| Gerber Kawasaki Wealth & Investment Management | 1.39% | Reduce -2.4% | 320,632 | $30.9M |
| Anfield Capital Management, LLC | 11.17% | Add +52.2% | 313,729 | $30.3M |
| Tudor Investment Corporation | 0.27% | Reduce -39.7% | 310,978 | $30.0M |
| Oppenheimer Asset Management Inc. | 0.36% | Reduce -7.6% | 304,116 | $29.3M |
| SummitTX Capital, L.P. | 1.17% | — | 274,181 | $26.4M |
| Lido Advisors, LLC | 0.16% | Add +5.2% | 272,052 | $26.2M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.16% | Reduce -26.7% | 261,100 | $25.2M |
| Spire Wealth Management | 0.80% | Reduce -0.6% | 258,004 | $24.9M |
| Fifth Third Bancorp | 0.09% | Reduce -1.2% | 254,662 | $24.6M |
| Bank Hapoalim BM | 3.66% | Add +122.9% | 251,759 | $24.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +14.8% | 243,854 | $23.5M |
| Focus Partners Wealth | 0.06% | Reduce -22.0% | 243,459 | $23.5M |
| Tocqueville Asset Management L.P. | 0.38% | Add +2.8% | 240,524 | $23.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.90% | No change | 240,156 | $23.2M |
| Itau Unibanco Holding S.A. | 0.89% | Add +32.6% | 239,045 | $23.1M |
| Asset Advisors Investment Management, LLC | 2.35% | Add +4.0% | 232,133 | $22.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +8.5% | 220,563 | $21.3M |
| AE Wealth Management LLC | 0.18% | Add +7.3% | 216,165 | $20.8M |
| Robertson Stephens Wealth Management, LLC | 0.75% | Reduce -18.4% | 207,407 | $20.0M |
| Full Sail Capital, LLC | 1.25% | Reduce -0.6% | 200,918 | $19.4M |
| Peapack Gladstone Financial Corp. | 0.29% | Reduce -2.3% | 200,377 | $19.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -19.5% | 200,256 | $19.2M |
| TCV Trust & Wealth Management, Inc. | 1.77% | Reduce -0.5% | 197,910 | $19.1M |
| Miller Investment Management, LP | 2.07% | Reduce -0.2% | 194,145 | $18.7M |
| IMZ Advisory Inc | 8.45% | Add +2.1% | 193,082 | $18.6M |
| Clarity Financial LLC | 2.12% | Add +9.0% | 190,734 | $18.4M |
| Westwood Holdings Group Inc. | 0.14% | Reduce -2.4% | 190,113 | $18.3M |
| D. Scott Neal, Inc. | 9.80% | Add +8.7% | 183,230 | $17.7M |
| Ayalon Insurance Comp Ltd. | 5.65% | No change | 181,525 | $17.5M |
| Susquehanna International Group, LLP | 0.03% | Add +1083.1% | 180,766 | $17.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.9% | 176,197 | $17.0M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -35.4% | 175,357 | $16.9M |
| Graypoint LLC | 1.02% | Reduce -9.7% | 169,945 | $16.4M |
| Aptus Capital Advisors, LLC | 0.18% | Add +9400.7% | 168,828 | $16.3M |
| Analyst IMS Investment Management Services Ltd. | 0.63% | Add +29.1% | 167,090 | $16.1M |
| Krilogy Financial LLC | 1.04% | Add +21.1% | 166,163 | $16.0M |
| WBH Advisory Inc. | 1.49% | Add +7.5% | 165,125 | $15.9M |
| Trek Financial, LLC | 1.13% | Add +4.6% | 161,856 | $15.6M |
| Ashton Thomas Private Wealth, LLC | 0.59% | Add +32.4% | 160,606 | $15.5M |
| Mariner, LLC | 0.03% | Reduce -2.7% | 160,016 | $15.4M |
| Horizon Wealth Management, LLC | 2.59% | Add +60.5% | 159,542 | $15.4M |
| Theory Financial LLC | 6.46% | Add +28.5% | 158,754 | $15.3M |
| Captrust Financial Advisors | 0.04% | Reduce -4.6% | 157,701 | $15.2M |
| NewEdge Advisors, LLC | 0.09% | Add +2.7% | 155,188 | $15.0M |
| First Interstate Bank | 0.88% | Reduce -10.6% | 152,568 | $14.7M |
| McElhenny Sheffield Capital Management, LLC | 5.47% | New | 151,382 | $14.6M |
| RFG Advisory, LLC | 0.39% | Reduce -14.1% | 151,021 | $14.6M |
| Private Advisor Group, LLC | 0.09% | Add +15.8% | 148,409 | $14.3M |
| Harbor Capital Advisors, Inc. | 0.65% | Add +129.8% | 147,768 | $14.3M |
| Petredis Investment Advisors LLC | 1.44% | Add +1.4% | 143,100 | $13.8M |
| Diversified Enterprises, LLC | 1.16% | Add +0.4% | 143,092 | $13.8M |
| Prudential PLC | 0.07% | Reduce -9.5% | 138,000 | $13.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -2.0% | 137,569 | $13.3M |
| Stillwater Capital Advisors, LLC | 1.85% | Reduce -0.1% | 137,427 | $13.3M |
| Prosperity Consulting Group, LLC | 1.02% | Add +3.0% | 137,046 | $13.2M |
| Park Avenue Securities LLC | 0.16% | Add +69.6% | 135,501 | $13.1M |
| Spinnaker Trust | 0.85% | Reduce -2.8% | 135,334 | $13.1M |
| Castleark Management LLC | 0.45% | New | 134,870 | $13.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +3.0% | 133,700 | $12.9M |
| Millennium Management | 0.01% | Add +3.9% | 133,607 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Add +24.2% | 129,771 | $12.5M |
| Quantessence Capital LLC | 3.07% | New | 127,425 | $12.3M |
| Virtue Capital Management, LLC | 1.43% | Add +71.9% | 126,712 | $12.2M |
| Cavalier Investments, LLC | 4.13% | Reduce -52.1% | 126,106 | $12.2M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +10.5% | 125,529 | $12.1M |
| Pathstone Holdings, LLC | 0.05% | Add +66.7% | 124,059 | $12.0M |
| Pinnacle Associates Ltd. | 0.17% | Add +1.5% | 122,427 | $11.8M |
| Citadel Advisors | 0.01% | Reduce -43.7% | 121,895 | $11.8M |
| &partners | 0.12% | Add +85.2% | 120,781 | $11.6M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -10.9% | 118,514 | $11.4M |
| DAVENPORT & Co LLC | 0.07% | Reduce -6.0% | 116,625 | $11.2M |
| Spectrum Wealth Counsel, LLC | 1.33% | Reduce -2.6% | 115,286 | $11.1M |
| CWA Asset Management Group, LLC | 0.53% | Reduce -4.3% | 115,270 | $11.1M |
| Venture Visionary Partners LLC | 0.46% | Add +9.4% | 113,831 | $11.0M |
| Financial Enhancement Group LLC | 1.69% | Reduce -3.3% | 119,725 | $10.8M |
| Evolution Wealth Advisors, LLC | 1.74% | Reduce -1.6% | 107,976 | $10.4M |
| Old National Bancorp | 0.27% | Reduce -5.4% | 107,125 | $10.3M |
| PFG Advisors | 0.56% | Add +7.1% | 104,580 | $10.1M |
| Vickerman Investment Advisors, Inc. | 2.27% | Reduce -4.7% | 103,869 | $10.0M |
| Guerra Advisors Inc | 5.51% | Reduce -5.8% | 102,168 | $9.9M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -1.9% | 101,734 | $9.8M |
| Royal Fund Management, LLC | 1.14% | Reduce -44.5% | 99,288 | $9.6M |
| Founders Financial Securities LLC | 0.80% | Add +11.2% | 100,249 | $9.5M |
| Biltmore Wealth Management, LLC | 3.96% | Reduce -1.5% | 97,309 | $9.4M |
| Estate Counselors, LLC | 0.97% | Reduce -2.2% | 96,722 | $9.3M |
| Dakota Wealth Management | 0.22% | Reduce -36.1% | 96,201 | $9.3M |
| Atlas Capital Advisors Inc. | 1.15% | Add +1.8% | 95,446 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.3% | 95,005 | $9.2M |
| Onyx Bridge Wealth Group LLC | 1.31% | Reduce -32.8% | 94,964 | $9.2M |
| CMH Wealth Management LLC | 2.29% | Reduce -2.2% | 94,681 | $9.1M |
| Equitable Holdings, Inc. | 0.09% | Reduce -17.2% | 94,192 | $9.1M |
| Harbour Trust & Investment Management Co | 1.10% | Reduce -27.7% | 93,997 | $9.1M |
| US Bancorp \de | 0.01% | Reduce -2.0% | 92,759 | $8.9M |
| Merit Financial Group, LLC | 0.13% | Reduce -26.2% | 90,244 | $8.7M |
| Comerica Bank | 0.04% | Add +2.5% | 90,175 | $8.7M |
| Winthrop Capital Management, LLC | 2.39% | Reduce -2.8% | 89,903 | $8.7M |
| Premier Path Wealth Partners, LLC | 1.34% | Reduce -0.6% | 89,628 | $8.6M |
| Client First Capital LLC | 4.40% | Reduce -4.6% | 89,095 | $8.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.14% | No change | 88,866 | $8.6M |
| Corient Private Wealth LP | 0.01% | Reduce -3.6% | 88,046 | $8.5M |
| CoreCap Advisors, LLC | 0.37% | Reduce -8.3% | 87,149 | $8.4M |
| Proquility Private Wealth Partners, LLC | 2.59% | Reduce -8.0% | 87,085 | $8.4M |
| Martin & Co. Inc. | 1.61% | Add +0.5% | 86,516 | $8.3M |
| MAI Capital Management | 0.06% | Add +0.4% | 85,035 | $8.2M |
| Conservest Capital Advisors, Inc. | 0.85% | Add +11.3% | 83,634 | $8.1M |
| Benjamin Edwards Inc. | 0.11% | Add +5.4% | 81,983 | $7.9M |
| Chicago Wealth Management, Inc. | 4.12% | Add +4.3% | 81,605 | $7.9M |
| Leuthold Group, LLC | 1.02% | Reduce -9.6% | 81,414 | $7.9M |
| Redhawk Wealth Advisors, Inc. | 1.05% | New | 81,147 | $7.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +4.5% | 80,322 | $7.7M |
| Occidental Asset Management, LLC | 1.13% | Add +1128.5% | 77,640 | $7.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +10.9% | 77,355 | $7.5M |
| Atria Investments, Inc | 0.09% | Add +3.0% | 76,754 | $7.4M |
| Long Run Wealth Advisors, LLC | 1.66% | Add +7.6% | 75,885 | $7.3M |
| Schmidt P J Investment Management Inc. | 1.34% | Add +3.7% | 75,815 | $7.3M |
| IHT Wealth Management, LLC | 0.23% | Reduce -14.4% | 75,717 | $7.3M |
| Avestar Capital, LLC | 0.69% | Reduce -5.5% | 75,632 | $7.3M |
| Blair William & Co. | 0.02% | Reduce -0.8% | 74,603 | $7.2M |
| Chemung Canal Trust Co. | 1.56% | Reduce -4.9% | 73,780 | $7.1M |
| SteelPeak Wealth, LLC | 0.30% | Reduce -3.3% | 73,401 | $7.1M |
| Continuum Wealth Advisors, LLC | 3.61% | Add +3.1% | 72,927 | $7.0M |
| Bar Harbor Wealth Management | 0.45% | Reduce -0.5% | 70,680 | $6.8M |
| Cubist Systematic Strategies, LLC | 0.09% | Reduce -59.6% | 70,511 | $6.8M |
| Orange Investment Advisors, Inc. | 0.81% | Reduce -2.5% | 70,223 | $6.8M |
| Orleans Capital Management Corp. | 3.96% | Add +0.2% | 69,784 | $6.7M |
| Measured Wealth Private Client Group, LLC | 2.15% | New | 69,480 | $6.7M |
| CX Institutional | 0.25% | Add +23.7% | 69,106 | $6.7M |
| Carnegie Investment Counsel | 0.16% | Reduce -0.0% | 75,348 | $6.6M |
| Prestige Wealth Management Group LLC | 1.39% | Reduce -7.6% | 67,300 | $6.5M |
| BlueStem Wealth Partners, LLC | 0.85% | Reduce -2.0% | 64,973 | $6.3M |
| Generali Investments, Management Co LLC | 1.77% | Add +22.3% | 64,582 | $6.2M |
| Quantitative Investment Management, LLC | 0.57% | Add +141.3% | 64,257 | $6.2M |
| Advisor Resource Council | 0.50% | New | 75,683 | $6.2M |
| Forbes J M & Co. LLP | 0.59% | Reduce -1.5% | 63,576 | $6.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.8% | 63,272 | $6.1M |
| Harrell Investment Partners, LLC | 1.81% | Reduce -0.1% | 63,204 | $6.1M |
| HSBC Holdings PLC | 0.00% | Add +1.2% | 62,041 | $6.0M |
| Jones Financial Companies LLLP | 0.01% | Add +87.3% | 61,936 | $5.9M |
| Waterloo Capital, L.P. | 0.55% | Reduce -26.4% | 60,846 | $5.9M |
| Essex LLC | 1.27% | Add +8.9% | 60,617 | $5.8M |
| Garda Capital Partners LP | 3.28% | New | 60,537 | $5.8M |
| Ascent Wealth Partners, LLC | 0.78% | Add +1.2% | 60,433 | $5.8M |
| Atom Investors LP | 0.72% | New | 60,424 | $5.8M |
| Peak Retirement Planning, Inc. | 3.18% | Add +15.1% | 59,391 | $5.7M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -15.2% | 59,357 | $5.7M |
| Innealta Capital, LLC | 3.13% | Reduce -4.6% | 59,322 | $5.7M |
| Centaurus Financial, Inc. | 0.34% | Reduce -19.1% | 58,804 | $5.7M |
| Compton Financial Group, LLC | 1.63% | New | 58,792 | $5.7M |
| Colton Groome Financial Advisors, LLC | 2.20% | Reduce -7.2% | 59,293 | $5.7M |
| High Note Wealth, LLC | 1.40% | Reduce -3.7% | 58,532 | $5.6M |
| Baker Avenue Asset Management, LP | 0.17% | Add +9.1% | 57,842 | $5.6M |
| Wall Street Financial Group, Inc. | 5.73% | Reduce -1.3% | 57,282 | $5.5M |
| Sharper & Granite LLC | 2.28% | Reduce -3.6% | 57,188 | $5.5M |
| Roundview Capital LLC | 0.40% | Add +1.1% | 56,891 | $5.5M |
| Advisory Services Network, LLC | 0.10% | Reduce -9.3% | 56,223 | $5.4M |
| Jmac Enterprises LLC | 1.28% | Reduce -2.9% | 55,811 | $5.4M |
| Banco Santander, S.A. | 0.06% | Add +22.6% | 55,195 | $5.3M |
| Sykon Capital LLC | 2.02% | Reduce -5.6% | 55,065 | $5.3M |
| IFP Advisors, Inc | 0.16% | Add +445.9% | 54,410 | $5.2M |
| Creative Planning | 0.00% | Add +11.9% | 54,388 | $5.2M |
| FMR LLC | 0.00% | Add +17.8% | 54,223 | $5.2M |
| Transcend Capital Advisors, LLC | 0.38% | Add +17.2% | 54,193 | $5.2M |
| New Millennium Group LLC | 3.40% | Reduce -2.0% | 53,626 | $5.2M |
| Parcion Private Wealth LLC | 0.42% | New | 53,498 | $5.2M |
| First Merchants Corp. | 0.20% | Reduce -8.8% | 52,238 | $5.0M |
| Waverly Advisors, LLC | 0.06% | Add +252.3% | 51,614 | $5.0M |
| WealthCare Investment Partners, LLC | 2.11% | Reduce -6.2% | 56,314 | $5.0M |
| Innova Wealth Partners | 3.04% | Reduce -15.0% | 50,873 | $4.9M |
| 5th Street Advisors, LLC | 2.36% | Add +9.6% | 50,825 | $4.9M |
| Symmetry Partners, LLC | 0.67% | Add +4.9% | 49,798 | $4.8M |
| Callan Capital, LLC | 0.35% | Reduce -1.2% | 49,662 | $4.8M |
| Dai-ichi Life Holdings, Inc. | 5.29% | Add +5.4% | 49,100 | $4.7M |
| Independent Financial Group, LLC | 0.16% | Add +13.6% | 48,479 | $4.7M |
| Pallas Capital Advisors LLC | 0.19% | Reduce -9.7% | 48,443 | $4.7M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Reduce -9.3% | 48,263 | $4.7M |
| AdvisorNet Financial, Inc | 0.35% | Add +831.9% | 48,233 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +28.3% | 47,841 | $4.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.38% | Reduce -12.5% | 47,236 | $4.6M |
| Bonfire Financial | 4.20% | Add +5.5% | 47,232 | $4.6M |
| Monument Capital Management | 1.40% | Reduce -1.6% | 47,175 | $4.6M |
| Alpine Global Management, LLC | 1.36% | New | 47,146 | $4.5M |
| Trust Co. of Oklahoma | 1.57% | Add +1.0% | 47,131 | $4.5M |
| Darwin Wealth Management, LLC | 1.52% | No change | 46,826 | $4.5M |
| Attessa Capital LLC | 2.96% | Add +7.7% | 46,899 | $4.5M |
| Tucker Asset Management LLC | 1.46% | Reduce -48.7% | 46,651 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +13.4% | 46,193 | $4.5M |
| Freedom Investment Management, Inc. | 0.37% | Add +11.7% | 46,181 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -27.6% | 44,810 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -25.9% | 44,504 | $4.3M |
| Terra Nova Asset Management LLC | 3.37% | Add +0.3% | 44,335 | $4.3M |
| Dumont & Blake Investment Advisors LLC | 1.20% | Add +10.5% | 44,245 | $4.3M |
| Archford Capital Strategies, LLC | 0.62% | New | 44,193 | $4.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.04% | No change | 44,100 | $4.3M |
| McCollum Christoferson Group LLC | 1.28% | Add +5.9% | 43,595 | $4.2M |
| Vaughan David Investments LLC | 0.10% | Reduce -3.0% | 43,335 | $4.2M |
| Horizon Investments, LLC | 0.12% | Reduce -4.9% | 43,324 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +101.4% | 43,015 | $4.1M |
| Tritonpoint Wealth, LLC | 0.39% | Add +0.9% | 42,871 | $4.1M |
| Toth Financial Advisory Corp. | 0.49% | Add +0.2% | 42,521 | $4.1M |
| Simmons Bank | 0.31% | Reduce -0.8% | 42,348 | $4.1M |
| Ciovacco Capital Management LLC | 2.82% | Add +3.1% | 41,779 | $4.0M |
| Walleye Trading LLC | 0.11% | Reduce -44.4% | 41,299 | $4.0M |
| Mutual Advisors, LLC | 0.11% | Reduce -12.3% | 41,781 | $3.9M |
| Iyo Bank, Ltd. | 1.27% | New | 40,772 | $3.9M |
| Kwmg, LLC | 0.40% | New | 40,578 | $3.9M |
| 111 Capital | 0.76% | Add +28.6% | 40,575 | $3.9M |
| Fluent Financial, LLC | 1.70% | New | 40,423 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.40% | Add +2.2% | 40,414 | $3.9M |
| Brookstone Capital Management | 0.06% | Reduce -13.3% | 40,190 | $3.9M |
| Financial Advocates Investment Management | 0.27% | Add +339.5% | 39,876 | $3.8M |
| WESPAC Advisors SoCal, LLC | 0.99% | Add +8.4% | 39,288 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.9% | 39,258 | $3.8M |
| Stephens Inc. | 0.06% | Reduce -29.5% | 39,072 | $3.8M |
| Friedenthal Financial | 2.25% | Reduce -2.0% | 39,057 | $3.8M |
| Fortis Group Advisors, LLC | 0.73% | Add +0.1% | 38,954 | $3.8M |
| SkyView Investment Advisors, LLC | 0.56% | Add +5.0% | 38,904 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +11.5% | 38,360 | $3.7M |
| 3EDGE Asset Management, LP | 0.25% | Reduce -9.5% | 38,422 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -0.8% | 37,609 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Add +19.3% | 36,960 | $3.6M |
| Matrix Trust Co | 0.60% | Add +2.4% | 36,913 | $3.6M |
| Venturi Wealth Management, LLC | 0.18% | Add +20.9% | 36,602 | $3.5M |
| Victory Financial Group, LLC | 0.67% | Add +317.2% | 36,115 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Add +16.7% | 35,976 | $3.5M |
| Western Wealth Management, LLC | 0.23% | Reduce -24.1% | 35,738 | $3.4M |
| Quantinno Capital Management LP | 0.02% | Add +20.1% | 35,691 | $3.4M |
| IronBridge Private Wealth, LLC | 1.36% | New | 35,675 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -2.9% | 34,712 | $3.3M |
| RPg Family Wealth Advisory, LLC | 0.94% | Add +33.3% | 34,252 | $3.3M |
| Elevation Point Wealth Partners, LLC | 0.28% | Reduce -1.9% | 34,124 | $3.3M |
| Capital Insight Partners, LLC | 0.56% | New | 33,458 | $3.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.14% | Add +45.9% | 33,378 | $3.2M |
| James Investment Research, Inc. | 0.41% | No change | 33,370 | $3.2M |
| West Financial Advisors, LLC | 0.60% | New | 32,938 | $3.2M |
| Prospera Financial Services Inc | 0.07% | Add +46.6% | 32,743 | $3.2M |
| Fsa Wealth Partners, Inc. | 1.19% | Reduce -8.1% | 32,741 | $3.2M |
| Fulcrum Equity Management | 3.43% | Add +63.8% | 32,549 | $3.1M |
| Signal Advisors Wealth, LLC | 0.31% | Reduce -13.7% | 32,537 | $3.1M |
| Soltis Investment Advisors LLC | 0.28% | Add +63.1% | 32,440 | $3.1M |
| BLB&B Advisors, LLC | 0.16% | Add +625.7% | 31,998 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +18.8% | 31,690 | $3.1M |
| New York Life Investment Management LLC | 0.03% | New | 31,573 | $3.0M |
| Trust Co | 0.36% | Reduce -37.7% | 31,420 | $3.0M |
| Transform Wealth, LLC | 0.18% | Add +6.4% | 31,420 | $3.0M |
| Modern Wealth Management, LLC | 0.10% | Add +4.8% | 31,103 | $3.0M |
| Canton Hathaway, LLC | 0.61% | Reduce -9.2% | 31,088 | $3.0M |
| Nelson Capital Management, LLC | 0.51% | Add +9.8% | 30,764 | $3.0M |
| CTC Alternative Strategies, Ltd. | 3.63% | New | 30,750 | $3.0M |
| Syon Capital LLC | 0.24% | Add +24.3% | 30,059 | $2.9M |
| Transatlantique Private Wealth LLC | 1.14% | Reduce -21.2% | 29,751 | $2.9M |
| Marion Wealth Management | 0.76% | Reduce -12.0% | 29,500 | $2.8M |
| SMART Wealth LLC | 1.01% | Add +21.1% | 29,310 | $2.8M |
| CreativeOne Wealth, LLC | 0.08% | Add +9.0% | 29,046 | $2.8M |
| Private Wealth Advisors, LLC | 1.18% | Reduce -0.9% | 29,013 | $2.8M |
| Per Stirling Capital Management, LLC. | 0.40% | Add +1.5% | 28,898 | $2.8M |
| Zullo Investment Group, Inc. | 1.17% | Add +0.3% | 28,405 | $2.7M |
| Fourth Dimension Wealth, LLC | 1.32% | Add +4.9% | 28,338 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -50.7% | 28,274 | $2.7M |
| Cooksen Wealth, LLC | 2.76% | Reduce -11.1% | 33,327 | $2.7M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -4.5% | 27,533 | $2.7M |
| Cary Street Partners Financial LLC | 0.08% | Add +4.8% | 27,392 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -5.4% | 27,216 | $2.6M |
| Sigma Planning Corp | 0.08% | Reduce -13.0% | 27,068 | $2.6M |
| Abound Financial, LLC | 1.32% | Reduce -0.2% | 27,064 | $2.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.40% | Add +55.0% | 26,904 | $2.6M |
| IFG Advisory, LLC | 0.14% | Add +10.8% | 26,889 | $2.6M |
| Strategic Financial Partners, Ltd. | 1.37% | Reduce -21.1% | 26,881 | $2.6M |
| Simplicity Wealth,LLC | 0.20% | Add +162.5% | 26,630 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -21.4% | 26,538 | $2.6M |
| AmeriServ Wealth Advisors | 1.48% | New | 26,502 | $2.6M |
| Wellington Shields Capital Management, LLC | 0.46% | Add +26.0% | 26,499 | $2.6M |
| Cerity Partners LLC | 0.01% | Reduce -22.4% | 26,434 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +2.2% | 26,372 | $2.5M |
| Smart Portfolios, LLC | 2.76% | Reduce -2.2% | 26,315 | $2.5M |
| Clarus Wealth Advisors | 1.33% | Add +10.4% | 26,618 | $2.5M |
| Chesapeake Wealth Management | 0.89% | Reduce -4.5% | 25,813 | $2.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -84.4% | 25,513 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -15.1% | 25,103 | $2.4M |
| Bramshill Investments, LLC | 0.25% | Add +11.1% | 25,000 | $2.4M |
| Apexium Financial, LP | 0.14% | Add +5.1% | 24,943 | $2.4M |
| Capstone Investment Advisors, LLC | 0.03% | Reduce -41.2% | 24,667 | $2.4M |
| Joel Isaacson & Co., LLC | 0.11% | Add +5.0% | 24,625 | $2.4M |
| GeoWealth Management, LLC | 0.10% | Reduce -29.6% | 24,600 | $2.4M |
| Quantbot Technologies LP | 0.08% | New | 24,579 | $2.4M |
| Summit Financial, LLC | 0.07% | Add +154.9% | 24,578 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Add +476.6% | 24,337 | $2.3M |
| Fairvoy Private Wealth, LLC | 0.64% | Add +66.2% | 24,294 | $2.3M |
| IAM Advisory, LLC | 0.60% | Reduce -1.1% | 24,121 | $2.3M |
| Intrua Financial, LLC | 0.36% | Reduce -1.0% | 24,021 | $2.3M |
| Patten & Patten Inc. | 0.15% | Add +0.2% | 23,908 | $2.3M |
| Kingstone Capital Partners Texas, LLC | 1.84% | Reduce -2.3% | 23,698 | $2.3M |
| One Charles Private Wealth Services, LLC | 0.73% | Add +3.0% | 23,438 | $2.3M |
| Fiduciary Group, LLC | 0.23% | Add +12.9% | 23,367 | $2.3M |
| Naples Global Advisors, LLC | 0.21% | Reduce -1.9% | 23,266 | $2.2M |
| Clark Financial Services Group Inc. | 1.54% | New | 23,095 | $2.2M |
| St. Johns Investment Management Company, LLC | 1.10% | Reduce -2.9% | 23,053 | $2.2M |
| Morton Community Bank | 0.58% | Add +1.0% | 22,970 | $2.2M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -9.0% | 22,848 | $2.2M |
| Holderness Investments Co. | 0.51% | Add +0.5% | 22,694 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -6.1% | 22,522 | $2.2M |
| Integrated Advisors Network LLC | 0.11% | Reduce -38.8% | 22,412 | $2.2M |
| Herbst Group, LLC | 1.52% | Add +3.1% | 22,334 | $2.2M |
| Butensky & Cohen Financial Security, Inc. | 0.66% | Reduce -2.6% | 22,318 | $2.2M |
| Belpointe Asset Management LLC | 0.11% | Reduce -74.7% | 22,308 | $2.2M |
| Planwiser Financial, LLC | 1.94% | — | 22,020 | $2.1M |
| D.B. Root & Company, LLC | 0.68% | Add +44.5% | 21,911 | $2.1M |
| Moulton Wealth Management, Inc. | 1.61% | Add +0.7% | 21,857 | $2.1M |
| AdvisorShares Investments LLC | 0.41% | Reduce -7.1% | 21,816 | $2.1M |
| Thrive Capital Management, LLC | 1.26% | New | 22,485 | $2.1M |
| Horizon Financial Services, LLC | 1.16% | Reduce -0.1% | 21,652 | $2.1M |
| Salomon & Ludwin, LLC | 0.22% | Add +8.0% | 21,580 | $2.1M |
| Point Windward Advisors Inc. | 0.84% | Add +0.8% | 21,488 | $2.1M |
| Clearbridge Investments, LLC | 0.00% | New | 21,369 | $2.1M |
| Rovin Capital /Ut/ | 0.66% | Reduce -7.9% | 21,325 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +11.9% | 21,282 | $2.1M |
| Stockman Wealth Management, Inc. | 0.30% | Reduce -2.0% | 21,195 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.7% | 21,151 | $2.0M |
| Maven Securities LTD | 0.44% | New | 20,965 | $2.0M |
| HBW Advisory Services LLC | 0.29% | Add +1.0% | 15,847 | $2.0M |
| Colony Family Offices, LLC | 0.62% | Add +26.5% | 20,727 | $2.0M |
| United Asset Strategies, Inc. | 0.18% | Reduce -11.4% | 20,617 | $2.0M |
| Novare Capital Management LLC | 0.17% | Reduce -6.5% | 20,500 | $2.0M |
| Patten Group, Inc. | 0.45% | Add +0.0% | 20,343 | $2.0M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -9.4% | 20,313 | $2.0M |
| AAFMAA Wealth Management & Trust LLC | 0.88% | Add +122.0% | 20,035 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -69.5% | 19,994 | $1.9M |
| Regal Investment Advisors LLC | 0.16% | Reduce -20.4% | 19,944 | $1.9M |
| Creative Financial Designs Inc. | 0.15% | Reduce -35.3% | 19,922 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -3.2% | 19,902 | $1.9M |
| Redwood Financial Network Corp | 1.46% | Add +3.3% | 19,845 | $1.9M |
| PCG Asset Management, LLC | 1.78% | Add +1.4% | 19,708 | $1.9M |
| Capital Investment Counsel, LLC | 0.31% | Add +3.7% | 19,678 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 19,598 | $1.9M |
| EPG Wealth Management LLC | 0.53% | Reduce -3.2% | 19,525 | $1.9M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -4.3% | 19,434 | $1.9M |
| DDD Partners, LLC | 0.23% | Add +2.7% | 19,246 | $1.9M |
| MontVue Capital Management, Inc. | 1.48% | Reduce -3.7% | 19,232 | $1.9M |
| German American Bancorp, Inc. | 0.20% | Reduce -8.7% | 19,114 | $1.8M |
| Guardian Asset Advisors, LLC | 1.17% | Reduce -3.0% | 18,550 | $1.8M |
| Cornerstone National Bank & Trust Co | 0.80% | Reduce -11.2% | 18,442 | $1.8M |
| Associated Banc-Corp | 0.05% | Reduce -4.6% | 18,424 | $1.8M |
| Country Trust Bank | 0.04% | Add +0.4% | 18,352 | $1.8M |
| Farther Finance Advisors, LLC | 0.05% | Add +25.1% | 18,324 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -27.0% | 18,240 | $1.8M |
| Realta Investment Advisors | 0.79% | Reduce -15.1% | 18,039 | $1.7M |
| Collier Financial | 1.48% | New | 18,002 | $1.7M |
| Boltwood Capital Management | 0.52% | Add +0.6% | 17,786 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +15.2% | 17,695 | $1.7M |
| Advisor OS, LLC | 0.19% | Add +1.4% | 17,583 | $1.7M |
| Roberts Wealth Advisors, LLC | 0.52% | Reduce -1.9% | 17,545 | $1.7M |
| Laurel Wealth Advisors LLC | 0.26% | Reduce -0.1% | 17,509 | $1.7M |
| SCS Capital Management LLC | 0.02% | New | 17,507 | $1.7M |
| CFC Planning Co LLC | 1.84% | Reduce -29.5% | 17,498 | $1.7M |
| Talon Private Wealth, LLC | 0.23% | Reduce -24.8% | 17,456 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -14.5% | 17,415 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -14.5% | 17,415 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Add +1.4% | 17,364 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Reduce -1.1% | 17,491 | $1.7M |
| Perennial Investment Advisors, LLC | 0.19% | Add +13.6% | 17,359 | $1.7M |
| Advisory Resource Group | 0.34% | Reduce -0.3% | 17,344 | $1.7M |
| Schorn Wealth LLC | 0.55% | Add +75.9% | 17,239 | $1.7M |
| Okabena Investment Services Inc. | 0.42% | Add +0.7% | 17,210 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -0.9% | 17,181 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +5.1% | 17,042 | $1.6M |
| Mendel Capital Management LLC | 0.97% | Add +5.0% | 16,662 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -65.0% | 16,524 | $1.6M |
| Magnus Financial Group LLC | 0.15% | Add +46.6% | 16,455 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +529.1% | 16,332 | $1.6M |
| Sigma Investment Counselors Inc. | 0.10% | Reduce -12.1% | 16,244 | $1.6M |
| AMG National Trust Bank | 0.04% | No change | 16,108 | $1.6M |
| EHP Funds Inc. | 1.72% | New | 16,000 | $1.5M |
| Signet Financial Management, LLC | 0.21% | Reduce -22.7% | 15,939 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +15.4% | 15,729 | $1.5M |
| Straightline Group LLC | 0.98% | Add +11.0% | 15,909 | $1.5M |
| Haverford Trust Co | 0.02% | Add +0.2% | 15,618 | $1.5M |
| Mirador Capital Partners LP | 0.26% | Add +2.8% | 15,544 | $1.5M |
| Park Edge Advisors, LLC | 0.42% | Reduce -42.1% | 15,471 | $1.5M |
| RiverGlades Family Offices LLC | 1.04% | Add +1.2% | 15,004 | $1.4M |
| Brueske Advisory Services, LLC | 1.37% | Reduce -5.6% | 14,961 | $1.4M |
| Fortis Capital Advisors, LLC | 0.29% | New | 14,943 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -16.3% | 14,933 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.0% | 14,908 | $1.4M |
| CWC Advisors, LLC. | 0.81% | Add +56.5% | 14,816 | $1.4M |
| Composition Wealth, LLC | 0.03% | Add +137.9% | 14,640 | $1.4M |
| Lindbrook Capital, LLC | 0.13% | New | 14,620 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 14,600 | $1.4M |
| Oak Family Advisors, LLC | 0.58% | Reduce -49.0% | 14,540 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | Add +0.9% | 14,412 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -0.4% | 14,342 | $1.4M |
| Plimoth Trust Co. LLC | 0.36% | Add +20.0% | 14,320 | $1.4M |
| Private Trust Co. NA | 0.14% | Reduce -9.4% | 14,182 | $1.4M |
| Dearborn Partners LLC | 0.07% | Add +1.4% | 14,159 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 14,075 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -12.0% | 14,221 | $1.4M |
| Everstar Asset Management, LLC | 0.89% | Reduce -10.5% | 13,995 | $1.3M |
| Centric Wealth Management | 0.35% | Reduce -56.6% | 13,909 | $1.3M |
| Contravisory Investment Management, Inc. | 0.28% | Add +31.5% | 13,860 | $1.3M |
| Peoples Financial Services Corp. | 0.64% | Reduce -4.8% | 13,705 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -5.9% | 13,658 | $1.3M |
| Keybank National Association | 0.01% | Add +2.5% | 13,551 | $1.3M |
| Providence First Trust Co | 0.53% | Add +12.7% | 13,548 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +5.8% | 13,360 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.2% | 13,342 | $1.3M |
| Donald L. Hagan, LLC | 0.67% | Reduce -11.1% | 13,336 | $1.3M |
| Agate Pass Investment Management, LLC | 0.55% | Add +3.7% | 13,269 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +125.0% | 13,242 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +2.0% | 13,207 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | New | 13,165 | $1.3M |
| Ingalls & Snyder LLC | 0.04% | Add +8.7% | 13,099 | $1.3M |
| Howard Capital Management, LLC | 0.03% | Reduce -2.2% | 13,067 | $1.3M |
| A. D. Beadell Investment Counsel, Inc. | 1.05% | Reduce -0.0% | 13,029 | $1.3M |
| City Center Advisors, LLC | 1.46% | Add +12.0% | 12,924 | $1.2M |
| Quartz Partners, LLC | 0.75% | Add +12.4% | 12,822 | $1.2M |
| 10Elms LLP | 1.46% | Reduce -4.0% | 12,781 | $1.2M |
| Glenview Trust Co | 0.02% | Reduce -40.9% | 12,769 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +43.9% | 12,737 | $1.2M |
| Foguth Wealth Management, LLC. | 0.29% | Reduce -26.6% | 12,370 | $1.2M |
| SIH Partners, LLLP | 0.10% | New | 12,363 | $1.2M |
| Bfsg, LLC | 0.14% | Reduce -19.0% | 12,357 | $1.2M |
| Flagstar Securities, Inc. | 0.30% | Reduce -12.3% | 12,261 | $1.2M |
| Hudson Value Partners, LLC | 0.44% | Add +50.1% | 12,140 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -3.8% | 12,139 | $1.2M |
| Csenge Advisory Group | 0.07% | Reduce -7.2% | 12,872 | $1.2M |
| Leslie Global Wealth, LLC | 0.56% | Reduce -8.1% | 11,997 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -1.4% | 11,992 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -4.9% | 11,982 | $1.2M |
| Luminist Capital LLC | 1.25% | Add +140.1% | 11,967 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.38% | No change | 11,908 | $1.2M |
| Cladis Investment Advisory, LLC | 0.83% | Add +1.4% | 11,875 | $1.1M |
| Investment Management Corp. /Va/ | 1.03% | Add +3.8% | 11,863 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -6.7% | 11,814 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Add +54.0% | 11,728 | $1.1M |
| Farmers National Bank | 0.32% | Reduce -1.5% | 11,680 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +12.2% | 11,660 | $1.1M |
| Capitol Family Office, Inc. | 1.59% | New | 11,646 | $1.1M |
| Good Life Advisors, LLC | 0.08% | Add +285.6% | 11,498 | $1.1M |
| Global Financial Private Client, LLC | 0.42% | Add +1.7% | 11,471 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -21.6% | 11,397 | $1.1M |
| SVB Wealth LLC | 0.05% | Add +7.1% | 11,369 | $1.1M |
| Proffitt & Goodson Inc. | 0.18% | Add +0.2% | 11,270 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -0.3% | 11,022 | $1.1M |
| Florida Financial Advisors, LLC | 0.42% | Add +71.3% | 10,979 | $1.1M |
| Black Maple Capital Management LP | 0.83% | No change | 10,970 | $1.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Add +3.3% | 10,813 | $1.0M |
| ARS Investment Partners, LLC | 0.09% | No change | 10,667 | $1.0M |
| WorthPointe, LLC | 0.47% | New | 10,595 | $1.0M |
| JSF Financial, LLC | 0.27% | New | 10,502 | $1.0M |
| Phillips Wealth Planners LLC | 1.06% | Add +52.0% | 11,009 | $1.0M |
| Magnolia Capital Management Ltd. | 0.83% | Add +31.1% | 10,044 | $969K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 10,014 | $966K |
| Brookwood Investment Group LLC | 0.17% | — | 10,009 | $965K |
| UNIVEST FINANCIAL Corp | 0.06% | Reduce -23.4% | 10,006 | $965K |
| Global Endowment Management, LP | 0.13% | No change | 10,000 | $965K |
| Cinctive Capital Management LP | 0.08% | New | 10,000 | $965K |
| First National Bank of Hutchinson | 0.64% | Add +19.4% | 9,991 | $964K |
| Ashton Thomas Securities, LLC | 0.27% | Reduce -19.2% | 9,922 | $957K |
| Glenmede Trust Co. NA | 0.01% | No change | 9,891 | $954K |
| HB Wealth Management, LLC | 0.01% | Add +17.5% | 9,876 | $953K |
| Ridgepath Capital Management LLC | 0.46% | Reduce -56.7% | 9,871 | $952K |
| Flow Traders U.S. LLC | 0.04% | New | 9,735 | $939K |
| Pinnacle Family Advisors, LLC | 0.51% | Add +29.6% | 9,699 | $935K |
| Smartleaf Asset Management LLC | 0.09% | Add +1478.8% | 9,741 | $933K |
| KKM Financial LLC | 0.39% | Reduce -2.1% | 9,590 | $932K |
| Deutsche Bank AG | 0.00% | No change | 9,594 | $925K |
| Richardson Financial Services Inc. | 0.70% | Reduce -1.8% | 9,565 | $923K |
| Tidal Investments LLC | 0.01% | New | 9,522 | $918K |
| Peterson Wealth Management | 0.61% | Add +14.1% | 9,447 | $911K |
| Hilton Capital Management, LLC | 0.08% | Add +11.9% | 9,403 | $907K |
| Wedmont Private Capital | 0.05% | Add +0.1% | 9,907 | $904K |
| Pettyjohn, Wood & White, Inc. | 0.17% | Add +9.4% | 9,319 | $899K |
| Rothschild Wealth LLC | 0.25% | Reduce -5.5% | 9,264 | $894K |
| Wedbush Securities Inc. | 0.03% | Add +9.1% | 9,238 | $891K |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 9,227 | $890K |
| Jacobi Capital Management LLC | 0.07% | Reduce -3.0% | 9,174 | $885K |
| Correct Capital Wealth Management | 0.17% | No change | 9,135 | $881K |
| Calton & Associates, Inc. | 0.20% | Add +9.9% | 9,082 | $876K |
| Mma Asset Management LLC | 0.37% | Add +10.3% | 9,041 | $872K |
| Bellwether Advisors, LLC | 0.18% | Reduce -92.2% | 9,035 | $871K |
| Northstar Advisory Group, LLC | 0.56% | Add +7.9% | 8,883 | $857K |
| Golden State Wealth Management, LLC | 0.13% | Add +8.4% | 8,785 | $847K |
| Institute for Wealth Management, LLC. | 0.11% | Add +28.5% | 8,777 | $847K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +23.4% | 8,764 | $845K |
| SP Asset Management LLC | 0.07% | Add +0.8% | 8,749 | $844K |
| Whalerock Point Partners, LLC | 0.21% | No change | 8,707 | $840K |
| Moors & Cabot, Inc. | 0.04% | Add +28.1% | 8,675 | $837K |
| Loudon Investment Management, LLC | 0.47% | Add +10.0% | 8,610 | $830K |
| Argent Trust Co | 0.03% | Add +1.3% | 8,548 | $824K |
| Ieq Capital, LLC | 0.01% | Add +192.8% | 8,546 | $824K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -5.0% | 8,443 | $814K |
| Savant Capital, LLC | 0.01% | Reduce -1.3% | 8,393 | $810K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -2.9% | 8,385 | $809K |
| QRG Capital Management, Inc. | 0.01% | Reduce -24.1% | 8,331 | $804K |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.4% | 8,147 | $786K |
| Kane Investment Management, Inc. | 0.38% | New | 8,120 | $783K |
| Founders Grove Wealth Partners, LLC | 0.22% | Add +38.8% | 8,090 | $780K |
| Howard Capital Management Group, LLC | 0.06% | Add +0.6% | 8,070 | $778K |
| Encompass More Asset Management | 0.23% | Reduce -1.3% | 8,038 | $775K |
| Meridian Investment Counsel Inc. | 0.23% | Reduce -0.1% | 8,035 | $775K |
| Marcum Wealth, LLC | 0.07% | Reduce -6.7% | 8,019 | $773K |
| Wealthgarden F.S. LLC | 0.74% | Add +74.2% | 7,997 | $771K |
| Keystone Global Partners, LLC | 0.54% | — | 7,993 | $771K |
| Gateway Wealth Partners, LLC | 0.17% | Add +0.3% | 7,980 | $770K |
| Capstone Wealth Management Group LLC | 0.61% | Reduce -1.9% | 7,956 | $767K |
| Axecap Investments, LLC | 0.65% | New | 7,935 | $765K |
| Bulltick Wealth Management, LLC | 0.20% | Add +3.2% | 7,898 | $762K |
| Advyzon Investment Management, LLC | 0.27% | Add +16.0% | 7,865 | $759K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.3% | 7,849 | $757K |
| Hopwood Financial Services, Inc. | 0.58% | Add +3.9% | 7,805 | $753K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -2.8% | 7,800 | $752K |
| Childress Capital Advisors, LLC | 0.22% | Add +35.8% | 7,746 | $747K |
| Ifrah Financial Services, Inc. | 0.21% | Reduce -3.9% | 7,745 | $747K |
| Raleigh Capital Management Inc. | 0.34% | Add +29676.9% | 7,742 | $747K |
| Brendel Financial Advisors LLC | 0.45% | Reduce -7.0% | 7,736 | $746K |
| Koshinski Asset Management, Inc. | 0.06% | Add +19.9% | 7,718 | $744K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | New | 7,712 | $744K |
| CENTRAL TRUST Co | 0.02% | Reduce -4.3% | 7,709 | $744K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -27.1% | 7,720 | $739K |
| Rockingstone Advisors LLC | 0.33% | Reduce -0.4% | 7,660 | $739K |
| Cullen Capital Management, LLC | 0.01% | Reduce -98.2% | 7,649 | $738K |
| Trilogy Capital Inc. | 0.04% | Reduce -9.6% | 7,535 | $727K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -10.3% | 7,367 | $711K |
| Pines Wealth Management, LLC | 0.33% | Add +15.9% | 8,238 | $710K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.9% | 7,349 | $709K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.3% | 7,300 | $704K |
| Adirondack Trust Co. | 0.27% | Add +1.6% | 7,274 | $702K |
| Strategy Asset Managers LLC | 0.14% | New | 7,187 | $693K |
| Elm Partners Management LLC | 0.04% | Reduce -26.6% | 7,185 | $693K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +51.5% | 7,163 | $691K |
| Fortis Capital Management LLC | 0.13% | Reduce -0.6% | 7,151 | $690K |
| PFG Investments, LLC | 0.04% | Add +6.6% | 7,115 | $686K |
| Columbus Macro, LLC | 0.09% | New | 7,089 | $684K |
| Trexquant Investment LP | 0.01% | Reduce -17.7% | 7,075 | $682K |
| Legacy Capital Group California, Inc. | 0.24% | Add +44.8% | 7,071 | $682K |
| Iams Wealth Management, LLC | 0.31% | Reduce -7.3% | 7,069 | $682K |
| First Business Financial Services, Inc. | 0.07% | No change | 7,057 | $681K |
| Burford Brothers, Inc. | 0.33% | Reduce -7.6% | 7,031 | $678K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.0% | 7,017 | $677K |
| Rational Advisors, Inc. | 0.07% | Reduce -13.7% | 7,005 | $676K |
| Tompkins Financial Corp. | 0.06% | Add +27.3% | 7,000 | $675K |
| Access Financial Services, Inc. | 0.27% | Add +76.0% | 6,991 | $674K |
| Milestone Asset Management, LLC | 0.14% | Add +40.5% | 6,984 | $674K |
| WINTON GROUP Ltd | 0.04% | Reduce -8.6% | 6,960 | $671K |
| LMR Partners LLP | 0.02% | No change | 6,908 | $666K |
| AQR Capital Management | 0.00% | Reduce -30.4% | 6,854 | $661K |
| Retirement Planning Group, LLC | 0.03% | Add +2.2% | 6,844 | $660K |
| Lunt Capital Management, Inc. | 0.24% | Reduce -3.1% | 6,838 | $660K |
| Dynamic Wealth Strategies, LLC | 0.55% | Add +0.4% | 6,831 | $659K |
| Commerce Bank | 0.00% | Add +33.1% | 6,750 | $651K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | No change | 6,741 | $650K |
| International Assets Investment Management, LLC | 0.06% | Add +114.0% | 6,714 | $648K |
| Integrity Alliance, Llc. | 0.03% | Add +145.6% | 6,706 | $647K |
| WT Wealth Management | 0.21% | Reduce -4.7% | 6,686 | $645K |
| Brass Tax Wealth Management, Inc. | 0.13% | Add +4.5% | 6,650 | $641K |
| Madison Wealth Partners, Inc | 0.16% | Add +0.3% | 6,644 | $641K |
| jvl associates llc | 0.26% | No change | 6,625 | $639K |
| KWB Wealth | 0.08% | Reduce -19.6% | 6,571 | $636K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +24.5% | 6,588 | $635K |
| Busey Bank | 0.02% | No change | 6,582 | $635K |
| Mystic Asset Management, Inc. | 0.17% | Add +19.5% | 6,550 | $632K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.3% | 6,547 | $631K |
| MKT Advisors LLC | 0.29% | No change | 7,166 | $626K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.5% | 6,469 | $624K |
| Compound Planning, Inc. | 0.03% | New | 6,367 | $614K |
| First United Bank & Trust | 0.23% | Reduce -5.4% | 6,350 | $612K |
| Monetary Management Group Inc. | 0.17% | Reduce -5.9% | 6,350 | $612K |
| Keel Point, LLC | 0.05% | Add +45.7% | 6,344 | $612K |
| MMBG Investment Advisors Co. | 0.07% | No change | 6,320 | $610K |
| Regions Financial Corp. | 0.00% | Reduce -7.1% | 6,270 | $605K |
| Kaizen Financial Strategies | 0.35% | Reduce -1.5% | 6,266 | $604K |
| Smith Anglin Financial, LLC | 0.06% | Add +74.6% | 6,237 | $602K |
| XTX Topco Ltd | 0.03% | Add +2.4% | 6,220 | $600K |
| Ascent Group, LLC | 0.03% | Reduce -18.5% | 6,085 | $587K |
| Visionary Wealth Advisors | 0.03% | Add +35.4% | 6,036 | $582K |
| Greystone Financial Group, LLC | 0.11% | Reduce -1.8% | 6,030 | $582K |
| Manchester Financial Inc. | 0.13% | New | 6,022 | $581K |
| Credit Agricole S A | 0.00% | Reduce -21.0% | 5,991 | $578K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.2% | 5,981 | $577K |
| Fulton Bank, N.A. | 0.02% | Reduce -14.8% | 5,958 | $575K |
| Barnes Wealth Management Group, Inc | 0.36% | Add +47.3% | 5,861 | $565K |
| Leavell Investment Management, Inc. | 0.03% | Add +23.0% | 5,831 | $562K |
| PEAK6 LLC | 0.02% | New | 5,821 | $561K |
| Caldwell Trust Co | 0.06% | No change | 5,773 | $557K |
| Second Half Financial Partners, LLC | 0.27% | Reduce -6.3% | 5,747 | $554K |
| Elevated Capital Advisors, LLC | 0.16% | Add +3.9% | 5,739 | $554K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.2% | 5,691 | $549K |
| Hardy Reed LLC | 0.05% | No change | 5,659 | $546K |
| Concorde Asset Management, LLC | 0.29% | Add +34.8% | 5,783 | $542K |
| Kessler Investment Group, LLC | 0.26% | Reduce -48.6% | 5,604 | $541K |
| Hexagon Capital Partners LLC | 0.10% | Reduce -0.0% | 5,594 | $540K |
| Prevail Innovative Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 5,583 | $538K |
| Peak Financial Advisors LLC | 0.27% | Add +1.4% | 5,565 | $537K |
| Beacon Financial Advisory LLC | 0.16% | Add +4.3% | 5,555 | $536K |
| Manchester Capital Management LLC | 0.07% | No change | 5,485 | $529K |
| Ironwood Investment Counsel, LLC | 0.09% | Add +0.1% | 5,431 | $524K |
| Tiaa Trust, National Association | 0.00% | Add +3.9% | 5,369 | $518K |
| Grassi Investment Management | 0.05% | Add +1.9% | 5,356 | $517K |
| Investor's Fiduciary Advisor Network, LLC | 0.24% | Reduce -3.3% | 5,357 | $516K |
| Claro Advisors Inc. | 0.07% | New | 5,349 | $516K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -35.2% | 5,395 | $515K |
| Larson Financial Group LLC | 0.02% | Add +7.1% | 5,321 | $513K |
| Heritage Oak Wealth Advisors LLC | 0.23% | New | 5,290 | $510K |
| Transce3nd, LLC | 0.23% | Reduce -29.7% | 5,359 | $508K |
| Obsidian Cio, LLC | 0.08% | New | 5,251 | $506K |
| NBT Bank, N.A. | 0.04% | Reduce -3.4% | 5,248 | $506K |
| Mgo One Seven LLC | 0.02% | Reduce -19.3% | 5,244 | $506K |
| First Citizens Financial Corp | 0.29% | Add +53.4% | 5,227 | $504K |
| Client First Investment Management LLC | 0.34% | New | 5,216 | $503K |
| Choate Investment Advisors | 0.01% | No change | 5,177 | $499K |
| Xcel Wealth Management, LLC | 0.16% | No change | 5,163 | $498K |
| Thompson Davis & Co., Inc. | 0.39% | Add +14.2% | 5,152 | $497K |
| Blue Chip Partners, LLC | 0.04% | Reduce -4.9% | 5,125 | $494K |
| Constitution Capital LLC | 0.27% | Add +9.5% | 5,122 | $494K |
| Americana Partners, LLC | 0.02% | Reduce -2.7% | 5,109 | $493K |
| Penobscot Investment Management Company, Inc. | 0.05% | Reduce -2.1% | 5,101 | $492K |
| Eastern Bank | 0.01% | Reduce -89.7% | 5,089 | $491K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -2.8% | 5,088 | $491K |
| Elevatus Welath Management | 0.28% | Add +0.0% | 5,070 | $489K |
| Invst, LLC | 0.07% | New | 5,024 | $485K |
| Verition Fund Management LLC | 0.00% | New | 5,003 | $483K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 5,000 | $482K |
| Sather Financial Group Inc | 0.03% | No change | 5,000 | $482K |
| Wealthedge Investment Advisors, LLC | 0.22% | Reduce -8.7% | 4,982 | $481K |
| Waldron Private Wealth LLC | 0.02% | Add +83.9% | 4,955 | $478K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -2.4% | 4,919 | $474K |
| Westbourne Investments, Inc. | 0.29% | No change | 4,915 | $474K |
| Gryphon Financial Partners LLC | 0.07% | Reduce -4.9% | 4,913 | $474K |
| Richard W. Paul & Associates, LLC | 0.19% | Reduce -49.2% | 4,912 | $474K |
| Penobscot Wealth Management | 0.20% | New | 4,880 | $471K |
| Financial Counselors Inc. | 0.01% | Reduce -0.9% | 4,857 | $468K |
| Inspire Advisors, LLC | 0.05% | New | 4,854 | $468K |
| Sherman Asset Management, Inc. | 0.45% | Reduce -19.2% | 4,844 | $467K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 4,815 | $464K |
| Townsquare Capital LLC | 0.00% | Add +37.5% | 4,802 | $463K |
| Managed Asset Portfolios, LLC | 0.06% | No change | 4,787 | $462K |
| Clarius Group, LLC | 0.03% | Add +2.1% | 4,772 | $460K |
| Choreo, LLC | 0.01% | Add +6.0% | 4,758 | $459K |
| Nixon Peabody Trust Co. | 0.04% | Add +111.1% | 4,750 | $458K |
| Sequent Planning LLC | 0.16% | Add +41.5% | 4,722 | $455K |
| Acute Investment Advisory, LLC | 2.29% | Reduce -79.9% | 4,718 | $455K |
| Blue Fin Capital, Inc. | 0.09% | Add +3.7% | 4,689 | $452K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 4,686 | $452K |
| Arrow Financial Corp | 0.05% | Reduce -37.5% | 4,666 | $450K |
| Crews Bank & Trust | 0.08% | No change | 4,640 | $448K |
| AMJ Financial Wealth Management | 0.13% | Add +4.4% | 4,638 | $447K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -1.8% | 4,634 | $447K |
| Trust Point Inc. | 0.04% | Add +1.9% | 4,608 | $444K |
| Garden State Investment Advisory Services LLC | 0.14% | New | 4,589 | $443K |
| Montag A & Associates Inc. | 0.02% | Add +4.9% | 4,589 | $443K |
| Citizens Financial Group Inc. | 0.01% | Reduce -9.2% | 4,511 | $435K |
| Secure Asset Management, LLC | 0.09% | Add +7.8% | 4,510 | $435K |
| Financial Advisors Network, Inc. | 0.07% | No change | 4,477 | $432K |
| Enterprise Bank & Trust Co | 0.17% | No change | 4,440 | $428K |
| Camelot Technology Advisors, Inc. | 0.39% | Reduce -1.8% | 4,392 | $424K |
| Evoke Wealth, LLC | 0.01% | No change | 4,346 | $419K |
| One Day In July LLC | 0.04% | Add +33.2% | 4,341 | $419K |
| Global Trust Asset Management, LLC | 0.25% | Reduce -2.3% | 4,315 | $416K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.1% | 4,242 | $409K |
| Tyler-Stone Wealth Management | 0.07% | Reduce -0.3% | 4,208 | $406K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.4% | 4,208 | $406K |
| Chilton Capital Management LLC | 0.02% | Reduce -4.3% | 4,200 | $405K |
| Stratos Investment Management, LLC | 0.02% | Add +3.8% | 4,175 | $403K |
| Swmg, LLC | 0.16% | Reduce -11.9% | 4,256 | $402K |
| MRWM Advisors, LLC | 0.28% | New | 4,156 | $401K |
| Jefferies Financial Group Inc. | 0.01% | Add +7.9% | 4,110 | $396K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +25.6% | 4,096 | $395K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +1.6% | 4,093 | $395K |
| Verus Capital Partners, LLC | 0.04% | Reduce -6.6% | 4,075 | $393K |
| Safe Harbor Fiduciary, LLC | 0.40% | Add +0.3% | 4,051 | $391K |
| Centennial Wealth Advisory LLC | 0.14% | Add +4.3% | 4,035 | $389K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -30.6% | 4,017 | $387K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.8% | 4,011 | $387K |
| Hourglass Capital, LLC | 0.10% | No change | 4,000 | $386K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 3,976 | $383K |
| Welch Group, LLC | 0.02% | Reduce -43.0% | 3,979 | $381K |
| Talisman Wealth Advisors LLC | 0.39% | Reduce -5.9% | 3,916 | $378K |
| Astra Wealth Partners LLC | 0.36% | Add +22.4% | 3,911 | $377K |
| Harvey Capital Management Inc. | 0.10% | Reduce -5.1% | 3,905 | $377K |
| Brighton Jones LLC | 0.01% | Add +50.8% | 3,890 | $375K |
| GTS Securities LLC | 0.02% | Reduce -94.3% | 3,869 | $373K |
| Fourpath Capital Management, LLC | 0.06% | Add +21.3% | 3,852 | $372K |
| Ehrlich Financial Group | 0.27% | New | 3,835 | $370K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 3,813 | $368K |
| Councilmark Asset Management, LLC | 0.25% | No change | 3,800 | $367K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -20.2% | 3,776 | $364K |
| Prostatis Group LLC | 0.11% | Reduce -0.8% | 3,773 | $364K |
| Rothschild Capital Partners, LLC | 0.10% | No change | 3,770 | $364K |
| True Vision MN LLC | 0.22% | Reduce -51.8% | 3,755 | $362K |
| Insigneo Advisory Services, LLC | 0.04% | Add +30.5% | 3,749 | $362K |
| SOL Capital Management CO | 0.04% | No change | 3,735 | $360K |
| Journey Strategic Wealth LLC | 0.01% | Add +6.9% | 3,709 | $358K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,697 | $357K |
| Juncture Wealth Strategies, LLC | 0.14% | Add +8.6% | 3,688 | $356K |
| MWA Asset Management | 0.25% | No change | 3,665 | $353K |
| Legacy Wealth Management, LLC | 0.02% | Reduce -5.2% | 3,659 | $353K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.5% | 3,608 | $348K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -75.8% | 3,598 | $347K |
| Bokf, NA | 0.01% | No change | 3,582 | $345K |
| Arlington Financial Advisors, LLC | 0.06% | No change | 3,551 | $342K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -79.4% | 3,546 | $342K |
| United Bank | 0.14% | Reduce -7.6% | 3,510 | $339K |
| Van Cleef Asset Management,Inc | 0.04% | New | 3,505 | $338K |
| First Wilshire Securities Management Inc. | 0.10% | No change | 3,500 | $338K |
| Sage Capital Advisors,llc | 0.09% | No change | 3,498 | $337K |
| Rockland Trust Co. | 0.02% | Reduce -25.6% | 3,487 | $336K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -98.2% | 3,475 | $335K |
| Atlas Legacy Advisors, LLC | 0.08% | Reduce -58.3% | 3,459 | $334K |
| KDK Private Wealth Management, LLC | 0.38% | No change | 3,418 | $330K |
| Viawealth, LLC | 0.20% | No change | 3,409 | $329K |
| McAdam, LLC | 0.02% | Add +11.6% | 3,406 | $329K |
| Founders Financial Alliance, LLC | 0.08% | Add +9.6% | 3,382 | $326K |
| Stonebrook Private Inc. | 0.08% | Add +46.7% | 3,372 | $325K |
| Aspen Investment Management Inc | 0.15% | New | 3,350 | $323K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -92.8% | 3,334 | $322K |
| Goodman Advisory Group, LLC | 0.10% | New | 3,326 | $321K |
| RMR Wealth Builders | 0.03% | Add +30.4% | 3,309 | $319K |
| Empower Advisory Group, LLC | 0.00% | Add +10.9% | 3,297 | $318K |
| Disciplined Investors, L.L.C. | 0.29% | No change | 3,295 | $318K |
| OneAscent Financial Services LLC | 0.02% | Add +2.8% | 3,285 | $317K |
| Whalen Wealth Management Inc. | 0.21% | Reduce -46.2% | 3,261 | $315K |
| Joseph P. Lucia & Associates, LLC | 0.14% | New | 3,261 | $315K |
| Provident Co of the Employees of the Hebrew University LTD | 0.36% | Reduce -45.5% | 3,254 | $314K |
| SkyOak Wealth, LLC | 0.07% | Reduce -0.7% | 3,248 | $313K |
| Lebenthal Global Advisors, LLC | 0.06% | No change | 3,245 | $313K |
| Ring Mountain Capital, LLC | 0.23% | Reduce -0.7% | 3,220 | $311K |
| United Advisor Group, LLC | 0.06% | Reduce -8.1% | 3,215 | $310K |
| Russell Investments Group, Ltd. | 0.00% | Add +334.0% | 3,155 | $304K |
| Midwest Financial Group LLC | 0.18% | Reduce -2.3% | 3,135 | $302K |
| Silverlake Wealth Management LLC | 0.12% | New | 3,123 | $301K |
| Nadler Financial Group, Inc. | 0.03% | Add +18.4% | 3,115 | $300K |
| Spartan Planning & Wealth Management | 0.29% | Reduce -16.1% | 3,109 | $300K |
| Tounjian Advisory Partners, LLC | 0.06% | — | 3,108 | $300K |
| Brady Family Wealth, LLC | 0.10% | No change | 3,104 | $299K |
| Severin Investments, LLC | 0.30% | Reduce -2.2% | 3,096 | $299K |
| D. E. Shaw & Co. | 0.00% | New | 3,083 | $297K |
| Abbot Financial Management, Inc. | 0.15% | No change | 3,075 | $297K |
| LPWM LLC | 0.10% | Add +0.3% | 3,074 | $296K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,256 | $294K |
| Capital Management Associates, Inc | 0.07% | New | 3,044 | $294K |
| Alliancebernstein L.P. | 0.00% | Reduce -91.0% | 3,033 | $293K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,014 | $291K |
| Rollins Financial Advisors, LLC | 0.05% | Add +9.7% | 2,988 | $288K |
| InTrack Investment Management Inc | 0.26% | Add +3.6% | 2,957 | $285K |
| Purkiss Capital Advisors LLC | 0.21% | New | 2,952 | $285K |
| Accel Wealth Management | 0.10% | Reduce -3.2% | 2,925 | $282K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -30.5% | 2,910 | $281K |
| Kovack Advisors, Inc. | 0.03% | Add +11.2% | 2,891 | $279K |
| Watts Gwilliam & Co., LLC | 0.06% | Add +2.0% | 2,854 | $275K |
| Mitchell Sinkler & Starr | 0.08% | No change | 2,850 | $275K |
| First International Bank & Trust | 0.09% | No change | 2,845 | $274K |
| ABLE Financial Group, LLC | 0.08% | No change | 2,841 | $274K |
| Sebold Capital Management, Inc. | 0.18% | Reduce -2.4% | 2,839 | $274K |
| Wealth Watch Advisors, INC | 0.22% | Reduce -17.0% | 2,828 | $273K |
| Alteri Wealth LLC | 0.12% | Reduce -29.1% | 2,825 | $273K |
| Nautilus Advisors LLC | 0.23% | Reduce -12.4% | 2,825 | $272K |
| Arlington Capital Management, Inc. | 0.21% | Add +10.3% | 2,820 | $272K |
| Synovus Financial Corp. | 0.00% | Add +0.0% | 2,807 | $271K |
| Family Firm, Inc. | 0.06% | Add +0.3% | 2,783 | $268K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.3% | 2,772 | $267K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -0.2% | 2,759 | $266K |
| Caprock Group, LLC | 0.01% | Add +11.4% | 2,745 | $265K |
| Kraft, Davis & Associates, LLC | 0.08% | Add +28.6% | 2,911 | $263K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -2.5% | 2,697 | $260K |
| Duncker Streett & Co. Inc. | 0.05% | Add +3.0% | 2,658 | $256K |
| Strategic Blueprint, LLC | 0.01% | New | 2,658 | $256K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 2,640 | $255K |
| Sterling Investment Management, LLC | 0.18% | Add +0.2% | 2,605 | $251K |
| Total Wealth Planning & Management, Inc. | 0.26% | Reduce -11.5% | 2,603 | $251K |
| Bank of New Hampshire | 0.07% | Reduce -0.6% | 2,591 | $250K |
| Debussy Capital Management LP | 0.04% | Reduce -10.2% | 2,585 | $249K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,575 | $248K |
| Headlands Technologies LLC | 0.03% | New | 2,561 | $247K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -9.7% | 2,559 | $247K |
| Obsidian Personal Planning Solutions LLC | 0.11% | No change | 2,584 | $247K |
| Ironwood Financial, llc | 0.05% | No change | 2,552 | $246K |
| Interchange Capital Partners, LLC | 0.07% | New | 2,505 | $242K |
| Allworth Financial LP | 0.00% | Add +252.1% | 2,560 | $240K |
| Vista Investment Management | 0.09% | Reduce -1.2% | 2,480 | $239K |
| Raffa Wealth Management, LLC | 0.05% | Reduce -4.2% | 2,434 | $235K |
| Point72 Asset Management | 0.00% | New | 2,405 | $232K |
| One Capital Management, LLC | 0.01% | Reduce -8.5% | 2,396 | $231K |
| Narus Financial Partners, LLC | 0.08% | Reduce -2.2% | 2,393 | $231K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 2,385 | $230K |
| Quadrature Capital Ltd | 0.01% | New | 2,382 | $230K |
| First National Trust Co | 0.01% | No change | 2,363 | $228K |
| BCS Wealth Management | 0.06% | No change | 2,356 | $227K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Reduce -0.7% | 2,347 | $226K |
| Montecito Bank & Trust | 0.04% | No change | 2,318 | $224K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +61.6% | 2,311 | $223K |
| Byrne Asset Management LLC | 0.19% | Add +6.9% | 2,310 | $223K |
| Aries Wealth Management | 0.06% | No change | 2,297 | $222K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6.7% | 2,289 | $221K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -21.7% | 2,286 | $220K |
| Blue Trust, Inc. | 0.00% | New | 2,279 | $220K |
| Colonial River Investments, LLC | 0.12% | Reduce -26.7% | 2,233 | $215K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -10.2% | 2,230 | $215K |
| Wetzel Investment Advisors, Inc. | 0.11% | Reduce -2.2% | 2,228 | $215K |
| FineMark National Bank & Trust | 0.01% | New | 2,220 | $214K |
| CRA Financial Services, LLC | 0.04% | No change | 2,203 | $212K |
| Marathon Trading Investment Management LLC | 0.11% | Add +298.6% | 2,200 | $212K |
| Centiva Capital, LP | 0.01% | New | 2,200 | $212K |
| Main Street Financial Solutions, LLC | 0.02% | Add +2.5% | 2,185 | $211K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | Add +486.5% | 2,170 | $209K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -95.9% | 2,161 | $208K |
| Invera Wealth Advisors, LLC | 0.13% | Reduce -7.8% | 2,158 | $208K |
| Legacy Private Trust Co. | 0.01% | Reduce -26.2% | 2,141 | $206K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -91.8% | 2,126 | $205K |
| Y.D. More Investments Ltd | 0.02% | Reduce -12.3% | 2,130 | $205K |
| Kanawha Capital Management LLC | 0.02% | New | 2,120 | $204K |
| Pinnacle Financial Partners Inc | 0.00% | Add +1.4% | 2,116 | $204K |
| Firestone Capital Management | 0.05% | Reduce -0.6% | 2,108 | $203K |
| Meridian Financial Advisors, LLC | 0.14% | No change | 2,100 | $203K |
| James J. Burns & Company, LLC | 0.04% | New | 2,098 | $202K |
| Lanark Financial, Inc. | 0.02% | — | 2,101 | $202K |
| Patron Partners, LLC | 0.11% | New | 2,078 | $200K |
| Kennicott Capital Management LLC | 0.13% | No change | 2,077 | $200K |
| Farmers Trust Co. | 0.04% | New | 2,077 | $200K |
| Canopy Partners, LLC | 0.08% | No change | 2,074 | $200K |
| 2UniFi Bank | 0.13% | Reduce -4.0% | 1,937 | $198K |
| Signaturefd, LLC | 0.00% | Reduce -21.8% | 2,032 | $196K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,017 | $195K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +21.2% | 1,971 | $190K |
| Colonial Trust Advisors | 0.02% | Add +0.1% | 1,932 | $186K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,930 | $186K |
| Caldwell Sutter Capital, Inc. | 0.09% | No change | 1,862 | $180K |
| Franklin Resources Inc. | 0.00% | Add +50.3% | 1,859 | $179K |
| CVA Family Office, LLC | 0.03% | Add +54.9% | 1,837 | $177K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.5% | 1,834 | $177K |
| Addison Advisors LLC | 0.05% | No change | 1,813 | $175K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Add +0.2% | 1,747 | $168K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.2% | 1,741 | $168K |
| MGB Wealth Management, LLC | 0.06% | Add +3972.5% | 1,629 | $157K |
| GAMMA Investing LLC | 0.01% | No change | 1,629 | $157K |
| Ameriflex Group, Inc. | 0.06% | No change | 1,597 | $154K |
| UMB Bank, n.a. | 0.00% | No change | 1,556 | $150K |
| Parallel Advisors, LLC | 0.00% | Reduce -27.9% | 1,536 | $148K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -60.0% | 1,702 | $147K |
| Independence Bank of Kentucky | 0.02% | Add +26.1% | 1,427 | $138K |
| MV Capital Management, Inc. | 0.01% | No change | 1,386 | $134K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,364 | $132K |
| Avion Wealth | 0.03% | No change | 1,311 | $126K |
| Tortoise Investment Management, LLC | 0.01% | Add +46.9% | 1,175 | $113K |
| Continuum Advisory, LLC | 0.01% | Add +34.1% | 1,163 | $112K |
| Vestor Capital, LLC | 0.01% | No change | 1,101 | $106K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -11.9% | 1,095 | $106K |
| SYM FINANCIAL Corp | 0.01% | Reduce -4.5% | 1,082 | $104K |
| Cornerstone Planning Group LLC | 0.02% | Add +137.4% | 1,130 | $104K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,072 | $103K |
| Banque Cantonale Vaudoise | 0.00% | — | 1,064 | $103K |
| Webster Bank, N. A. | 0.01% | Add +112.5% | 1,041 | $100K |
| SouthState Bank Corp | 0.00% | Add +8.6% | 1,037 | $100K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,007 | $97K |
| Investors Research Corp | 0.02% | No change | 951 | $92K |
| Winch Advisory Services, LLC | 0.02% | Add +0.2% | 950 | $92K |
| Zions Bancorporation, National Association | 0.01% | — | 948 | $91K |
| ORG Partners LLC | 0.02% | Reduce -39.5% | 941 | $91K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -46.0% | 946 | $91K |
| Ancora Advisors LLC | 0.00% | Add +9.8% | 945 | $91K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -11.9% | 943 | $91K |
| Bangor Savings Bank | 0.01% | Add +1.5% | 931 | $90K |
| Jackson Hole Capital Partners, LLC | 0.02% | Add +3.3% | 930 | $90K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 926 | $89K |
| Activest Wealth Management | 0.02% | Reduce -18.7% | 918 | $89K |
| Godsey & Gibb, Inc. | 0.01% | Add +36.5% | 917 | $88K |
| Concord Wealth Partners | 0.01% | No change | 901 | $87K |
| Angeles Wealth Management, LLC | 0.01% | No change | 900 | $87K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 889 | $86K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +213.7% | 891 | $86K |
| Arax Advisory Partners | 0.01% | Add +12.9% | 876 | $84K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 851 | $82K |
| Paladin Advisory Group, LLC | 0.06% | No change | 807 | $78K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 801 | $77K |
| First Community Trust NA | 0.07% | No change | 794 | $77K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.4% | 712 | $69K |
| Provident Wealth Management, LLC | 0.02% | No change | 711 | $69K |
| Comprehensive Financial Planning, Inc. | 0.06% | Add +0.3% | 670 | $65K |
| Truvestments Capital LLC | 0.01% | Add +29.4% | 643 | $62K |
| Principal Securities, Inc. | 0.00% | No change | 640 | $62K |
| Capital Analysts, LLC | 0.00% | Reduce -9.2% | 629 | $61K |
| Beacon Capital Management, LLC | 0.01% | Add +58.8% | 613 | $59K |
| Sage Mountain Advisors LLC | 0.00% | No change | 558 | $54K |
| Aventura Private Wealth, LLC | 0.03% | No change | 551 | $53K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -81.6% | 550 | $53K |
| Integrity Financial Corp | 0.03% | Add +0.2% | 549 | $53K |
| Runnymede Capital Advisors, Inc. | 0.05% | Add +1.2% | 510 | $49K |
| West Branch Capital LLC | 0.02% | No change | 499 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 495 | $48K |
| Register Financial Advisors LLC | 0.02% | No change | 467 | $45K |
| SBI Securities Co., Ltd. | 0.00% | Add +36.9% | 445 | $43K |
| BankPlus Trust Department | 0.01% | No change | 435 | $42K |
| NFSG Corp | 0.01% | Reduce -26.6% | 405 | $39K |
| Roxbury Financial LLC | 0.04% | Add +0.5% | 373 | $38K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +652.9% | 384 | $37K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.0% | 381 | $37K |
| Birchbrook, Inc. | 0.02% | No change | 378 | $36K |
| Park Square Financial Group, LLC | 0.03% | Reduce -41.0% | 375 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 356 | $34K |
| MCF Advisors LLC | 0.00% | No change | 356 | $34K |
| Stonebridge Financial Group, LLC | 0.00% | Reduce -99.8% | 349 | $34K |
| Centennial Bank | 0.01% | Reduce -56.7% | 306 | $30K |
| FIL Ltd | 0.00% | New | 305 | $29K |
| Sound Income Strategies, LLC | 0.00% | Reduce -28.7% | 301 | $29K |
| Anchor Investment Management, LLC | 0.00% | No change | 300 | $29K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 292 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 290 | $28K |
| PSI Advisors, LLC | 0.01% | Reduce -32.9% | 288 | $28K |
| Bessemer Group Inc. | 0.00% | Add +5.8% | 276 | $27K |
| Red Tortoise LLC | 0.01% | No change | 275 | $27K |
| Oakworth Capital, Inc. | 0.00% | New | 265 | $26K |
| Delta Asset Management LLC | 0.00% | New | 263 | $25K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 262 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -4.0% | 262 | $25K |
| WPG Advisers, LLC | 0.02% | Add +0.4% | 248 | $24K |
| Founders Capital Management | 0.02% | Add +161.3% | 243 | $23K |
| Solstein Capital, LLC | 0.01% | No change | 243 | $23K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -9.8% | 240 | $23K |
| SJS Investment Consulting Inc. | 0.00% | No change | 233 | $22K |
| Archer Investment Corp | 0.01% | Add +2.2% | 232 | $22K |
| Valley National Advisers Inc. | 0.00% | Add +95.8% | 233 | $22K |
| Howe & Rusling Inc. | 0.00% | Reduce -52.1% | 228 | $22K |
| Key Financial Inc | 0.00% | No change | 222 | $21K |
| HM Payson & Co. | 0.00% | Add +200.0% | 222 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 220 | $21K |
| Briaud Financial Planning Inc | 0.01% | No change | 224 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 215 | $21K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 214 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 213 | $21K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 211 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 209 | $20K |
| Balentine LLC | 0.00% | No change | 200 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -85.3% | 199 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 196 | $19K |
| Rice Partnership, LLC | 0.00% | Reduce -43.7% | 187 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 180 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 176 | $17K |
| City Holding Co. | 0.00% | Reduce -10.7% | 175 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $17K |
| McIlrath & Eck, LLC | 0.00% | New | 172 | $17K |
| Sandy Spring Bank | 0.00% | Add +56.4% | 158 | $15K |
| Macquarie Group Ltd. | 0.00% | New | 153 | $15K |
| Glassman Wealth Services | 0.00% | No change | 150 | $14K |
| Johnson Financial Group, Inc. | 0.00% | No change | 148 | $14K |
| Community Bank, N.A. | 0.00% | No change | 139 | $13K |
| PFS Partners, LLC | 0.01% | Add +0.7% | 138 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 132 | $13K |
| one8zero8, LLC | 0.00% | No change | 125 | $12K |
| United Community Bank | 0.00% | Reduce -72.4% | 124 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 123 | $12K |
| Curat Global, LLC | 0.01% | — | 122 | $12K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 122 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | Add +17.8% | 119 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 115 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 114 | $11K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 109 | $11K |
| Covestor Ltd | 0.01% | Reduce -27.5% | 103 | $10K |
| Brooklyn Investment Group | 0.00% | No change | 103 | $10K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.0% | 103 | $10K |
| Marshall Investment Management, LLC | 0.01% | New | 101 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 96 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 94 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 91 | $9K |
| Citizens National Bank Trust Department | 0.00% | New | 83 | $8K |
| Union Savings Bank | 0.00% | Add +78.6% | 75 | $7K |
| Flaharty Asset Management, LLC | 0.00% | New | 71 | $7K |
| Mather Group, Llc. | 0.00% | Reduce -19.5% | 70 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | New | 68 | $7K |
| Tower View Wealth Management LLC | 0.00% | Reduce -16.3% | 67 | $6K |
| Logan Capital Management Inc. | 0.00% | No change | 67 | $6K |
| Eukles Asset Management | 0.00% | No change | 67 | $6K |
| First PREMIER Bank | 0.00% | No change | 66 | $6K |
| Tsfg, LLC | 0.00% | No change | 61 | $6K |
| Capital A Wealth Management, LLC | 0.01% | New | 50 | $5K |
| Gold Investment Management Ltd. | 0.00% | No change | 50 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 50 | $5K |
| Tidemark, LLC | 0.00% | Add +2.2% | 46 | $4K |
| Atala Financial Inc | 0.00% | No change | 45 | $4K |
| JNBA Financial Advisors | 0.00% | New | 43 | $4K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -31.1% | 42 | $4K |
| Global Wealth Strategies & Associates | 0.00% | New | 39 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 37 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 37 | $4K |
| Cranbrook Wealth Management, LLC | 0.00% | Add +65.0% | 33 | $3K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +395.6% | 114 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 32 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 41 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 29 | $3K |
| GoalVest Advisory LLC | 0.00% | No change | 29 | $3K |
| Financially Speaking Inc | 0.00% | Reduce -100.0% | 28 | $3K |
| Family Manage LLC | 0.00% | No change | 28 | $3K |
| American National Bank & Trust | 0.00% | Reduce -83.9% | 27 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | New | 26 | $2K |
| NorthRock Partners, LLC | 0.00% | Reduce -87.5% | 25 | $2K |
| Park Place Capital Corp | 0.00% | New | 24 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 21 | $2K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | — | 20 | $2K |
| Nvwm, LLC | 0.00% | Reduce -99.9% | 20 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 20 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 13 | $1K |
| Asset Management One Co., Ltd. | 0.00% | New | 12 | $1K |
| Weaver Capital Management LLC | 0.00% | Add +22.2% | 11 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 10 | $1K |
| Compass Financial Services Inc | 0.00% | New | 10 | $970 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 10 | $965 |
| Rakuten Securities, Inc. | 0.00% | Reduce -90.5% | 10 | $965 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -76.7% | 10 | $965 |
| Rise Advisors, LLC | 0.00% | No change | 9 | $873 |
| Washington Growth Strategies LLC | 0.50% | — | 96 | $563 |
"% of holder's portfolio" is XLC's weight in each manager's 13F, not the share of SS Comm Select Sector SPDR the manager owns.