SS Comm Select Sector SPDRXLCETF

13F holders, Q4 2025 (December 31)
1,206holders +68
92new positions
79sold out
7famous investors
$117.66avg. 13F price*

At the end of Q4 2025, 1,206 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, up 68 from Q3 2025. 92 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($5.3B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($930.0M). 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Comm Select Sector SPDR
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y852
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions92$323.9M
Exits79$558.8M

All 13F filers, Q3 2025 → Q4 2025: 11,025,156 shares bought and 14,378,355 shares sold, net −3,353,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,206 holders

Bank of America Corp. 0.38% Reduce -0.1% 44,904,254 $5.3B
JPMorgan Chase & Co. 0.08% Reduce -1.7% 10,602,777 $1.2B
Morgan Stanley 0.06% Add +0.0% 7,900,088 $930.0M
Wells Fargo & Company 0.17% Add +3.4% 7,491,358 $881.9M
Envestnet Asset Management Inc. 0.23% Reduce -4.0% 6,450,054 $759.3M
Raymond James Financial Inc. 0.21% Add +8.9% 5,768,478 $679.1M
LPL Financial LLC 0.17% Reduce -13.9% 5,245,435 $617.5M
Focus Partners Wealth 0.66% Reduce -0.1% 4,938,294 $581.3M
Barclays PLC 0.21% Reduce -13.0% 4,392,064 $517.0M
Ameriprise Financial Inc. 0.10% Reduce -3.3% 3,921,396 $461.7M
UBS Group AG 0.08% Reduce -0.0% 3,618,540 $426.0M
Truist Financial Corp. 0.55% Reduce -1.9% 3,510,771 $413.3M
Janney Montgomery Scott LLC 0.91% Reduce -2.8% 3,350,960 $394.5M
Meitav Investment House Ltd. 4.53% Add +76.3% 3,332,520 $392.3M
Main Management ETF Advisors, LLC 13.11% Add +2.6% 3,124,023 $367.8M
Migdal Insurance & Financial Holdings Ltd. 2.82% Add +4.9% 2,791,284 $328.6M
WestEnd Advisors, LLC 7.64% Reduce -4.6% 2,785,737 $327.9M
Charles Schwab Investment Management Inc. 0.04% Reduce -9.1% 2,413,392 $284.1M
Nissay Asset Management Corp. /Japan 1.03% New 1,681,039 $197.9M
BNP Paribas Financial Markets 0.12% Add +41.2% 1,635,987 $192.6M
PGIM Custom Harvest LLC 2.72% Reduce -2.1% 1,564,101 $184.1M
Goldman Sachs Group Inc. 0.03% Add +1.8% 1,549,512 $182.4M
Royal Bank of Canada 0.03% Add +2.7% 1,541,474 $181.5M
BlackRock, Inc. 0.00% Add +18.6% 1,526,142 $179.7M
Menora Mivtachim Holdings LTD. 0.79% Add +22.1% 1,419,825 $167.1M
Osaic Holdings, Inc. 0.22% Reduce -22.8% 1,268,316 $149.3M
Foundations Investment Advisors, LLC 1.81% Add +16.6% 1,174,286 $138.2M
Donaldson Capital Management, LLC 4.27% Reduce -1.1% 1,140,302 $134.2M
Cibc World Market Inc. 0.22% Reduce -26.8% 1,057,961 $124.5M
Victory Capital Management Inc. 0.07% Reduce -2.7% 976,776 $115.0M
Harel Insurance Investments & Financial Services Ltd. 0.95% Add +0.0% 933,568 $109.9M
Agf Management Ltd. 0.48% Reduce -8.8% 932,261 $109.7M
Main Management Fund Advisors LLC 9.94% Add +10.9% 926,500 $109.1M
Main Management LLC 7.66% Reduce -0.2% 904,512 $106.5M
J.Safra Asset Management Corp 5.32% Add +3.5% 861,501 $101.4M
SRB Corp. 5.17% No change 800,774 $94.3M
Stifel Financial Corp. 0.08% Add +7.3% 717,246 $84.4M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +62.8% 714,672 $84.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.58% Add +5.9% 708,970 $83.7M
Cetera Investment Advisers 0.09% Reduce -3.5% 703,974 $82.9M
Phoenix Financial Ltd. 0.87% Add +0.6% 685,352 $80.2M
Richard Bernstein Advisors LLC 2.32% Reduce -2.0% 670,089 $78.9M
Mercer Global Advisors Inc. 0.12% Add +25.9% 644,754 $76.0M
Fisher Asset Management 0.03% Reduce -2.0% 621,755 $73.2M
Provida Pension Fund Administrator 1.26% Add +27.1% 620,630 $73.1M
Capital Investment Advisors, LLC 1.08% Add +2.9% 604,556 $71.2M
Cwm, LLC 0.17% Add +19.6% 536,255 $63.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.51% Add +51.8% 536,198 $63.1M
RiverFront Investment Group, LLC 1.04% Add +0.8% 535,606 $63.1M
KCM Investment Advisors LLC 2.02% Reduce -2.1% 532,986 $62.7M
Northern Trust Corp. 0.01% Add +2.8% 529,409 $62.3M
MML Investors Services, LLC 0.15% Reduce -20.6% 506,828 $59.7M
Thrivent Financial for Lutherans 0.10% Add +261.1% 490,467 $57.8M
Cullen Capital Management, LLC 0.63% Add +2941.6% 490,271 $57.7M
Assetmark, Inc. 0.12% Reduce -9.0% 486,931 $57.3M
State Street Corp. 0.00% Reduce -19.9% 482,308 $56.8M
Advisory Alpha, LLC 1.53% Add +0.8% 478,734 $56.4M
Moss Adams Wealth Advisors LLC 4.08% Add +0.9% 477,887 $56.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.52% No change 458,927 $54.0M
Alps Advisors Inc. 0.31% Add +14.2% 453,864 $53.4M
Rockefeller Capital Management L.P. 0.10% Add +14.9% 452,814 $53.3M
HighTower Advisors, LLC 0.05% Reduce -1.7% 424,260 $49.9M
Oppenheimer Asset Management Inc. 0.60% Add +8.2% 415,926 $49.0M
Bank of Montreal 0.02% Reduce -1.3% 410,635 $48.3M
Bellwether Advisors, LLC 7.65% Add +3.2% 407,451 $48.0M
Tudor Investment Corporation 0.27% Add +5743.8% 399,774 $47.1M
Clal Insurance Enterprises Holdings Ltd 0.30% Reduce -39.5% 399,100 $47.0M
Baltimore-Washington Financial Advisors, Inc. 1.90% Add +262.6% 387,052 $45.6M
1832 Asset Management L.P. 0.06% Add +2.0% 382,301 $45.0M
Signature Estate & Investment Advisors LLC 0.89% Add +1.8% 375,163 $44.2M
Qube Research & Technologies Ltd 0.06% Reduce -41.9% 368,822 $43.4M
Captrust Financial Advisors 0.08% Add +125.6% 352,834 $41.5M
Janney Capital Management LLC 2.26% Reduce -2.0% 306,029 $36.0M
Affinity Wealth Management LLC 5.01% Add +1.7% 299,168 $35.2M
Gerber Kawasaki Wealth & Investment Management 1.22% Add +4.2% 297,306 $35.0M
Horizon Investments, LLC 0.40% Reduce -2.6% 269,813 $31.8M
AE Wealth Management LLC 0.18% Add +6.8% 265,627 $31.3M
Swan Global Investments, LLC 1.43% Reduce -20.6% 256,327 $30.2M
Analyst IMS Investment Management Services Ltd. 0.86% Add +11.3% 251,929 $29.7M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -8.5% 247,603 $29.1M
Fifth Third Bancorp 0.09% Reduce -2.2% 246,468 $29.0M
Asset Advisors Investment Management, LLC 2.67% Add +3.0% 245,472 $28.9M
Sanctuary Advisors, LLC 0.15% Add +0.3% 236,100 $27.8M
Commonwealth Equity Services, LLC 0.04% Reduce -35.6% 234,753 $27.6M
Anfield Capital Management, LLC 8.58% Add +0.5% 231,191 $27.2M
AlphaStar Capital Management, LLC 1.97% Reduce -25.9% 227,723 $26.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.61% No change 221,100 $26.0M
NewEdge Advisors, LLC 0.09% Add +3.9% 220,439 $26.0M
Krilogy Financial LLC 0.86% Add +6.2% 215,440 $25.4M
Ashton Thomas Private Wealth, LLC 0.61% Add +21.9% 213,026 $25.1M
Two Sigma Investments, LP 0.04% Reduce -2.2% 209,910 $24.7M
Theory Financial LLC 8.14% Reduce -6.9% 205,097 $24.2M
IMZ Advisory Inc 8.81% Add +0.7% 204,509 $24.1M
Trek Financial, LLC 1.39% Reduce -2.9% 203,547 $24.0M
TCV Trust & Wealth Management, Inc. 1.90% Add +1.8% 200,371 $23.6M
Private Advisor Group, LLC 0.11% Add +4.7% 199,558 $23.5M
PNC Financial Services Group, Inc. 0.01% Reduce -3.2% 199,077 $23.4M
&partners 0.12% Add +12.8% 194,727 $22.9M
Cerity Partners LLC 0.03% Add +603.6% 194,307 $22.9M
Peapack Gladstone Financial Corp. 0.29% Reduce -2.2% 194,169 $22.9M
Meiji Yasuda Life Insurance Co 0.66% Reduce -38.9% 193,661 $22.8M
Evolution Wealth Advisors, LLC 2.26% Reduce -0.0% 190,814 $22.5M
Tocqueville Asset Management L.P. 0.32% Add +0.7% 185,618 $21.9M
Robertson Stephens Wealth Management, LLC 0.61% Add +7.5% 184,052 $21.7M
Citigroup Inc. 0.01% Reduce -16.1% 181,877 $21.4M
Ayalon Insurance Comp Ltd. 5.19% No change 181,676 $21.4M
Spire Wealth Management 0.69% Reduce -1.0% 175,550 $20.7M
Concurrent Investment Advisors, LLC 0.24% Add +84.2% 174,758 $20.6M
Park Avenue Securities LLC 0.17% Reduce -2.3% 171,550 $20.2M
Miller Investment Management, LP 1.94% Reduce -9.4% 168,967 $19.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.80% No change 164,249 $19.3M
DAVENPORT & Co LLC 0.10% Add +1.1% 163,461 $19.2M
Stillwater Capital Advisors, LLC 2.01% Add +15.7% 159,032 $18.7M
Mariner, LLC 0.02% Reduce -4.2% 157,152 $18.5M
EP Wealth Advisors, LLC 0.10% — 156,668 $18.4M
Clarity Financial LLC 1.67% Reduce -3.5% 153,340 $18.1M
WBH Advisory Inc. 1.34% Reduce -1.1% 153,253 $18.0M
Trilogy Capital Inc. 0.81% Reduce -22.4% 153,055 $18.0M
HighPoint Advisor Group LLC 0.40% New 152,818 $18.0M
Innealta Capital, LLC 9.44% Reduce -1.8% 148,180 $17.4M
Baird Financial Group, Inc. 0.03% Add +3.1% 146,524 $17.2M
Petredis Investment Advisors LLC 1.35% Reduce -0.7% 145,900 $17.2M
First Interstate Bank 0.91% Reduce -2.0% 143,998 $17.0M
Measured Wealth Private Client Group, LLC 4.46% Add +93.3% 143,339 $16.9M
Bank Hapoalim BM 1.51% Reduce -1.5% 142,402 $16.8M
Harbor Capital Advisors, Inc. 1.28% Reduce -4.8% 140,503 $16.5M
Diversified Enterprises, LLC 0.92% Reduce -1.0% 131,924 $15.5M
Jones Financial Companies LLLP 0.01% Add +16.7% 131,622 $15.5M
Spinnaker Trust 0.82% Reduce -4.2% 130,149 $15.3M
Royal Fund Management, LLC 1.40% Reduce -9.8% 129,831 $15.3M
Founders Financial Securities LLC 0.89% Add +12.3% 128,795 $15.2M
Steward Partners Investment Advisory, LLC 0.08% Add +9.0% 126,588 $14.9M
Prosperity Consulting Group, LLC 0.67% Reduce -3.0% 126,030 $14.8M
Equitable Holdings, Inc. 0.10% Add +9.1% 125,610 $14.8M
Cavalier Investments, LLC 4.59% Reduce -23.1% 125,490 $14.8M
United Capital Financial Advisors, LLC 0.09% Add +25.8% 124,950 $14.7M
Pinnacle Associates Ltd. 0.19% Add +0.1% 123,006 $14.5M
RFG Advisory, LLC 0.27% Add +3.9% 122,090 $14.4M
Corient Private Wealth LP 0.02% Add +24.9% 117,922 $13.9M
Venture Visionary Partners LLC 0.45% Add +0.2% 117,411 $13.9M
Kestra Advisory Services, LLC 0.06% Add +4.1% 114,120 $13.4M
Onyx Bridge Wealth Group LLC 1.42% Reduce -2.9% 113,564 $13.4M
PFG Advisors 0.64% Reduce -5.0% 112,132 $13.2M
US Bancorp \de 0.02% Reduce -3.0% 111,995 $13.2M
CoreCap Advisors, LLC 0.45% Add +11.3% 109,267 $12.9M
Insight Wealth Strategies, LLC 1.47% Add +2.2% 108,862 $12.8M
New York Life Investment Management LLC 0.11% Reduce -18.1% 106,996 $12.6M
Vickerman Investment Advisors, Inc. 2.49% Add +0.3% 105,855 $12.5M
Mutual Advisors, LLC 0.27% Reduce -1.4% 105,846 $12.5M
CWA Asset Management Group, LLC 0.45% Reduce -3.9% 105,223 $12.4M
Susquehanna International Group, LLP 0.02% Add +206.5% 104,381 $12.3M
MAI Capital Management 0.07% Add +10.7% 104,246 $12.3M
Caisse de depot et placement du Quebec 0.02% Reduce -72.3% 100,866 $11.9M
Foguth Wealth Management, LLC. 1.84% — 101,483 $11.9M
IHT Wealth Management, LLC 0.27% Reduce -2.3% 94,760 $11.2M
Simon Quick Advisors, LLC 0.48% Reduce -0.2% 93,461 $11.0M
Point72 Asset Management 0.02% New 93,291 $11.0M
Quantitative Investment Management, LLC 1.06% New 92,474 $10.9M
Winthrop Capital Management, LLC 2.54% Add +1.3% 92,430 $10.9M
Conservest Capital Advisors, Inc. 0.98% Add +1.5% 92,409 $10.9M
Comerica Bank 0.04% Reduce -3.3% 92,144 $10.8M
CMH Wealth Management LLC 2.30% Reduce -0.9% 91,319 $10.8M
Independent Financial Group, LLC 0.24% Add +59.9% 90,643 $10.7M
Peak Retirement Planning, Inc. 2.49% Reduce -6.9% 90,320 $10.6M
Citadel Advisors 0.01% New 89,727 $10.6M
Atlas Capital Advisors Inc. 1.17% — 89,373 $10.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 89,300 $10.5M
Chicago Wealth Management, Inc. 4.20% Add +4.1% 88,731 $10.4M
Dakota Wealth Management 0.19% Add +2.8% 88,509 $10.4M
Martin & Co. Inc. 1.78% Add +2.9% 88,174 $10.4M
Atria Investments, Inc 0.12% Reduce -5.7% 87,966 $10.4M
Old National Bancorp 0.17% Reduce -2.6% 87,879 $10.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.8% 87,694 $10.3M
Biltmore Wealth Management, LLC 3.86% Reduce -2.6% 86,823 $10.2M
Client First Capital LLC 4.37% Add +3.5% 86,806 $10.2M
Bar Harbor Wealth Management 0.58% Add +1.5% 85,758 $10.1M
Carnegie Investment Counsel 0.18% Add +5.0% 84,613 $10.0M
Cim, LLC 1.30% New 84,118 $9.9M
Harbour Trust & Investment Management Co 1.00% Reduce -5.1% 83,417 $9.8M
Estate Counselors, LLC 0.82% Reduce -16.1% 83,221 $9.8M
Premier Path Wealth Partners, LLC 1.25% Reduce -6.9% 82,177 $9.7M
Benjamin Edwards Inc. 0.11% Add +4.1% 81,969 $9.6M
Avestar Capital, LLC 0.66% Add +1.5% 81,408 $9.6M
IFP Advisors, Inc 0.21% Add +171.4% 80,239 $9.4M
Schmidt P J Investment Management Inc. 1.53% Reduce -1.1% 79,982 $9.4M
Oppenheimer & Co. Inc. 0.13% Reduce -2.2% 79,641 $9.4M
Global Retirement Partners, LLC 0.17% Add +4.5% 79,277 $9.3M
Blair William & Co. 0.02% Add +5.4% 78,502 $9.2M
Long Run Wealth Advisors, LLC 1.73% Add +5.6% 78,137 $9.2M
Signal Advisors Wealth, LLC 0.73% Add +20.1% 77,770 $9.2M
AdvisorNet Financial, Inc 0.48% Add +21.1% 76,339 $9.0M
Continuum Wealth Advisors, LLC 3.45% Reduce -1.1% 75,930 $8.9M
Sava Penzisko Drushtvo A.D. Skopje 2.87% Add +27.5% 75,510 $8.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.2% 75,499 $8.8M
Creative Planning 0.01% Reduce -2.9% 72,097 $8.5M
Kwmg, LLC 0.72% Add +12.1% 71,279 $8.4M
Occidental Asset Management, LLC 1.00% Reduce -2.4% 70,454 $8.3M
Brookstone Capital Management 0.09% Add +4.2% 69,719 $8.2M
Orange Investment Advisors, Inc. 0.90% Reduce -2.0% 69,308 $8.2M
Waverly Advisors, LLC 0.07% Reduce -0.3% 69,284 $8.2M
BlueStem Wealth Partners, LLC 0.89% Add +4.7% 68,201 $8.0M
Centaurus Financial, Inc. 0.37% Add +1.7% 68,156 $8.0M
Sharp Wealth Advisory, LLC 3.95% Add +9.9% 66,731 $7.9M
Vestor Capital, LLC 0.66% Reduce -56.3% 29,186 $7.8M
FMR LLC 0.00% Add +16.4% 66,230 $7.8M
Lido Advisors, LLC 0.03% Add +4.4% 65,673 $7.8M
Redhawk Wealth Advisors, Inc. 0.87% New 65,745 $7.7M
Essex LLC 1.36% Add +5.2% 65,163 $7.7M
Prestige Wealth Management Group LLC 1.46% Reduce -3.1% 65,050 $7.7M
Quantinno Capital Management LP 0.02% Add +4.5% 64,876 $7.6M
Coastal Bridge Advisors, LLC 0.57% Add +0.5% 64,649 $7.6M
Forbes J M & Co. LLP 0.61% No change 63,576 $7.5M
Foronjy Financial LLC 3.12% Add +0.4% 63,465 $7.5M
Virtue Capital Management, LLC 1.15% Add +934.4% 63,809 $7.5M
Keystone Global Partners, LLC 3.23% Reduce -7.5% 62,308 $7.3M
Axxcess Wealth Management, LLC 0.13% Add +610.9% 62,227 $7.3M
Merit Financial Group, LLC 0.06% Add +4.5% 61,127 $7.2M
Sharper & Granite LLC 2.50% Add +0.4% 60,223 $7.1M
Financial Enhancement Group LLC 0.92% Reduce -38.2% 61,577 $7.1M
Sykon Capital LLC 2.22% Add +53.9% 58,780 $6.9M
Integrated Wealth Concepts LLC 0.08% Reduce -25.6% 58,609 $6.9M
Ciovacco Capital Management LLC 3.43% Reduce -2.8% 58,213 $6.9M
CX Institutional 0.20% Reduce -0.4% 56,409 $6.6M
Jmac Enterprises LLC 1.26% Add +1.7% 56,109 $6.6M
Pathstone Holdings, LLC 0.03% Add +0.9% 56,057 $6.6M
Sequoia Financial Advisors, LLC 0.04% Reduce -21.4% 55,355 $6.5M
NorthCoast Asset Management LLC 0.14% Reduce -39.8% 55,068 $6.5M
HSBC Holdings PLC 0.00% Add +67.8% 54,869 $6.5M
Itau Unibanco Holding S.A. 0.16% Add +229.9% 54,747 $6.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.1% 54,396 $6.4M
Baker Avenue Asset Management, LP 0.15% Add +0.6% 54,235 $6.4M
Waterloo Capital, L.P. 0.45% Add +0.7% 52,794 $6.2M
High Note Wealth, LLC 1.21% Reduce -0.9% 52,430 $6.2M
Ameraudi Asset Management, Inc. 3.38% Add +20.8% 52,270 $6.2M
Roundview Capital LLC 0.37% Reduce -7.7% 51,733 $6.1M
WealthCare Investment Partners, LLC 1.76% Reduce -0.7% 51,533 $6.0M
SIH Partners, LLLP 0.35% New 51,114 $6.0M
B. Riley Wealth Advisors, Inc. 0.28% Add +4.6% 51,099 $6.0M
Trust Co. of Oklahoma 1.75% Add +0.7% 50,884 $6.0M
Bonfire Financial 4.47% Add +3.8% 50,814 $6.0M
Western Wealth Management, LLC 0.28% Reduce -6.9% 50,646 $6.0M
Banco Santander, S.A. 0.04% Add +10.5% 50,227 $5.9M
Ferguson Wellman Capital Management, Inc. 0.09% Add +1.3% 49,743 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Add +29.9% 49,382 $5.8M
Alliance Private Wealth, LLC 2.01% — 49,093 $5.8M
Colton Groome Financial Advisors, LLC 1.64% Add +0.9% 48,679 $5.7M
Darwin Wealth Management, LLC 1.77% Reduce -0.2% 48,379 $5.7M
Vaughan David Investments LLC 0.12% Add +1.2% 47,152 $5.6M
AlphaCore Capital LLC 0.12% Reduce -4.1% 46,987 $5.5M
McCollum Christoferson Group LLC 1.60% Add +3.7% 46,940 $5.5M
First Merchants Corp. 0.20% Reduce -0.6% 46,888 $5.5M
Dumont & Blake Investment Advisors LLC 1.31% Add +2.5% 46,306 $5.5M
Monument Capital Management 1.34% Add +4.2% 45,872 $5.4M
Great Valley Advisor Group, Inc. 0.10% Add +0.9% 45,873 $5.4M
First Trust Advisors LP 0.00% Add +4.3% 45,614 $5.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.72% Add +13.7% 45,444 $5.3M
Gladstone Institutional Advisory LLC 0.20% Reduce -7.8% 44,878 $5.3M
Toth Financial Advisory Corp. 0.57% Add +0.1% 44,550 $5.2M
5th Street Advisors, LLC 2.39% Reduce -12.4% 43,399 $5.1M
Venturi Wealth Management, LLC 0.23% Reduce -13.0% 43,050 $5.1M
BLB&B Advisors, LLC 0.21% Add +900.6% 42,784 $5.0M
Orleans Capital Management Corp. 3.13% Reduce -11.0% 42,780 $5.0M
Compass Wealth Management, LLC 2.06% Add +8.7% 42,549 $5.0M
Cinctive Capital Management LP 0.29% Reduce -33.2% 42,383 $5.0M
Advisory Services Network, LLC 0.07% Reduce -2.1% 42,197 $5.0M
Oak Family Advisors, LLC 1.52% Add +24.6% 42,181 $5.0M
3EDGE Asset Management, LP 0.25% Add +42.9% 41,269 $4.9M
Algorithmic Investment Models, LLC 6.01% Reduce -1.7% 41,389 $4.9M
Natixis Advisors, LLC 0.01% Reduce -6.0% 41,339 $4.9M
Transamerica Financial Advisors, LLC 0.41% Reduce -1.2% 41,313 $4.9M
Terra Nova Asset Management LLC 3.20% Add +0.5% 41,302 $4.9M
Millennium Management 0.00% Reduce -77.9% 41,131 $4.8M
Prospera Financial Services Inc 0.08% Reduce -32.2% 41,010 $4.8M
Private Advisory Group LLC 0.38% Add +4.9% 40,733 $4.8M
SkyView Investment Advisors, LLC 0.60% Add +1.2% 40,495 $4.8M
Simmons Bank 0.32% Reduce -0.4% 40,323 $4.7M
Innova Wealth Partners 2.38% Reduce -4.7% 40,119 $4.7M
Bank of New York Mellon Corp 0.00% Add +14.0% 40,014 $4.7M
Cooksen Wealth, LLC 3.44% Add +1.7% 40,004 $4.7M
Friedenthal Financial 2.42% Reduce -2.1% 39,922 $4.7M
Tritonpoint Wealth, LLC 0.47% Reduce -3.3% 39,383 $4.6M
Tower Research Capital LLC (TRC) 0.11% Reduce -13.4% 39,309 $4.6M
Chemung Canal Trust Co. 0.92% Add +10.7% 39,294 $4.6M
Green Ridge Wealth Planning LLC 2.28% — 37,934 $4.5M
Archford Capital Strategies, LLC 0.52% Reduce -4.8% 37,732 $4.4M
Victory Financial Group, LLC 0.55% Add +5.1% 37,165 $4.4M
Hilltop Holdings Inc. 0.26% Reduce -4.5% 37,158 $4.4M
Transatlantique Private Wealth LLC 1.37% Add +9.1% 37,148 $4.4M
Capital Insight Partners, LLC 0.91% Reduce -14.5% 36,471 $4.3M
Matrix Trust Co 0.71% Reduce -1.1% 36,437 $4.3M
Stephens Inc. 0.05% Reduce -14.9% 35,991 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.18% Reduce -1.1% 35,766 $4.2M
CDM Financial Counseling Services, Inc. 3.94% — 35,698 $4.2M
Franklin Resources Inc. 0.00% Add +2707.3% 35,625 $4.2M
Attessa Capital LLC 2.28% Add +6.6% 35,421 $4.2M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -3.1% 35,199 $4.1M
AQR Capital Management 0.00% Add +14.9% 35,180 $4.1M
Leuthold Group, LLC 0.45% Reduce -51.5% 35,077 $4.1M
Strategic Financial Partners, Ltd. 1.78% Add +2.0% 34,878 $4.1M
Wall Street Financial Group, Inc. 2.98% Add +2.0% 34,725 $4.1M
Harrell Investment Partners, LLC 0.96% Reduce -0.6% 34,470 $4.1M
Simplicity Wealth,LLC 0.24% Add +5.2% 34,448 $4.1M
Principal Securities, Inc. 0.06% Add +25.1% 34,287 $4.0M
Park Edge Advisors, LLC 0.91% Add +77.9% 34,169 $4.0M
Fourth Dimension Wealth, LLC 1.47% Add +1.5% 34,139 $4.0M
Pallas Capital Advisors LLC 0.13% Reduce -0.8% 33,571 $4.0M
West Financial Advisors, LLC 0.66% Add +1.5% 33,008 $3.9M
Syon Capital LLC 0.19% Add +0.6% 32,970 $3.9M
Salomon & Ludwin, LLC 0.34% Add +3.8% 32,856 $3.9M
Nelson Capital Management, LLC 0.45% Add +0.2% 32,754 $3.9M
Kingstone Capital Partners Texas, LLC 2.22% Reduce -0.7% 32,391 $3.8M
Snowden Capital Advisors LLC 0.10% Add +4.2% 32,303 $3.8M
NorthRock Partners, LLC 0.06% Reduce -14.8% 31,873 $3.8M
TD Waterhouse Canada Inc. 0.02% Reduce -18.9% 31,841 $3.7M
Canton Hathaway, LLC 0.72% Add +3.2% 31,804 $3.7M
Level Four Advisory Services, LLC 0.12% Add +2.5% 31,591 $3.7M
Fiduciary Group, LLC 0.31% Add +20.6% 31,291 $3.7M
James Investment Research, Inc. 0.40% Reduce -2.5% 31,259 $3.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.0% 31,254 $3.7M
GeoWealth Management, LLC 0.13% Reduce -14.9% 30,967 $3.6M
Chesapeake Wealth Management 1.06% Add +5.3% 30,188 $3.6M
Marion Wealth Management 0.79% Add +1.6% 30,208 $3.5M
Bulltick Wealth Management, LLC 0.75% Add +318.1% 29,910 $3.5M
Planwiser Financial, LLC 2.62% Add +44.2% 30,524 $3.5M
Encompass More Asset Management 0.65% Add +32.9% 29,603 $3.5M
Zullo Investment Group, Inc. 1.27% Add +1.0% 29,559 $3.5M
Prime Capital Investment Advisors, LLC 0.04% Add +0.8% 29,209 $3.4M
SMI Advisory Services, LLC 0.59% Add +2.7% 28,937 $3.4M
Tiaa Trust, National Association 0.01% Add +2.0% 28,600 $3.4M
Signet Financial Management, LLC 0.38% Add +77.6% 28,587 $3.4M
Novare Capital Management LLC 0.25% Add +6.6% 28,530 $3.4M
Alphadyne Asset Management LP 0.34% New 28,524 $3.4M
Clark Financial Services Group Inc. 1.78% Reduce -5.2% 28,343 $3.3M
AAFMAA Wealth Management & Trust LLC 1.31% Add +12.5% 28,337 $3.3M
RPg Family Wealth Advisory, LLC 0.73% Reduce -14.3% 28,319 $3.3M
Integrated Advisors Network LLC 0.15% Reduce -16.1% 28,221 $3.3M
Risk Paradigm Group, LLC 3.18% — 28,096 $3.3M
Providence First Trust Co 1.14% Add +98.3% 28,053 $3.3M
Herbst Group, LLC 1.94% Add +25.9% 27,943 $3.3M
Cary Street Partners Investment Advisory LLC 0.88% Add +51044.4% 27,618 $3.3M
Symmetry Partners, LLC 0.19% Reduce -26.0% 27,469 $3.2M
Stratos Wealth Partners, LTD. 0.04% Reduce -3.6% 26,827 $3.2M
Laurel Wealth Advisors LLC 0.42% Add +6.6% 26,787 $3.2M
Fairvoy Private Wealth, LLC 0.70% Add +2.3% 26,519 $3.1M
PeakShares LLC 3.04% — 26,486 $3.1M
Tucker Asset Management LLC 0.90% Reduce -20.2% 26,351 $3.1M
Independence Wealth Advisors, LLC 1.73% — 26,093 $3.1M
Transcend Capital Advisors, LLC 0.24% Reduce -53.0% 26,003 $3.1M
Summit Financial, LLC 0.04% Reduce -6.0% 25,832 $3.0M
OpenArc Corporate Advisory, LLC 0.05% — 25,770 $3.0M
Vestmark Advisory Solutions, Inc. 0.04% Add +133.1% 25,698 $3.0M
Private Wealth Advisors, LLC 1.09% Add +0.2% 25,622 $3.0M
Joel Isaacson & Co., LLC 0.10% Add +2.6% 25,529 $3.0M
M&T Bank Corp 0.01% Add +66.3% 25,474 $3.0M
Orion Porfolio Solutions, LLC 0.02% Add +19.4% 25,171 $3.0M
St. Johns Investment Management Company, LLC 1.23% Add +2.2% 25,061 $3.0M
Bramshill Investments, LLC 0.17% Add +25.0% 25,000 $2.9M
Intrua Financial, LLC 0.32% Reduce -1.6% 24,978 $2.9M
SBI Okasan Asset Management Co.Ltd. 0.16% — 24,775 $2.9M
Centennial Bank 1.16% Reduce -1.8% 24,685 $2.9M
AdvisorShares Investments LLC 0.48% Add +14.4% 24,476 $2.9M
DRW Securities, LLC 0.22% Add +90.8% 24,233 $2.9M
CTC Alternative Strategies, Ltd. 5.34% New 24,187 $2.8M
Fortis Group Advisors, LLC 0.47% Add +1.8% 23,519 $2.8M
Smart Portfolios, LLC 2.81% Reduce -2.7% 23,960 $2.8M
Regal Investment Advisors LLC 0.17% Reduce -3.2% 23,880 $2.8M
Morton Community Bank 0.61% Add +3.7% 23,392 $2.8M
Naples Global Advisors, LLC 0.21% Reduce -1.1% 23,822 $2.8M
WESPAC Advisors SoCal, LLC 0.57% Reduce -4.9% 23,816 $2.8M
Delta Financial Advisors LLC 0.73% Add +36.0% 23,736 $2.8M
Arkadios Wealth Advisors 0.05% Reduce -1.5% 23,443 $2.8M
IAM Advisory, LLC 0.61% Add +0.1% 23,342 $2.7M
Elevation Point Wealth Partners, LLC 0.13% Add +2.7% 23,333 $2.7M
Horizon Financial Services, LLC 1.25% Add +14.0% 23,303 $2.7M
Everstar Asset Management, LLC 1.46% Add +39.4% 23,179 $2.7M
Cullen/Frost Bankers, Inc. 0.03% Add +30.7% 23,071 $2.7M
CreativeOne Wealth, LLC 0.07% Add +7.4% 23,013 $2.7M
Clarus Wealth Advisors 1.12% Add +5.8% 23,095 $2.7M
Hudson Value Partners, LLC 0.81% Reduce -0.3% 22,921 $2.7M
Stockman Wealth Management, Inc. 0.31% Add +5.5% 22,800 $2.7M
Cary Street Partners Financial LLC 0.07% Reduce -10.9% 22,752 $2.7M
HB Wealth Management, LLC 0.02% Add +0.6% 22,556 $2.7M
Butensky & Cohen Financial Security, Inc. 0.72% Reduce -0.6% 22,524 $2.7M
Patten & Patten Inc. 0.16% Reduce -3.9% 22,499 $2.6M
Trust Co 0.25% Reduce -3.0% 22,392 $2.6M
Bullock Wealth Management Group 1.28% — 22,278 $2.6M
One Charles Private Wealth Services, LLC 0.67% Reduce -2.3% 22,122 $2.6M
Holderness Investments Co. 0.53% Add +0.1% 22,003 $2.6M
Bfsg, LLC 0.25% Add +2.8% 21,963 $2.6M
Maridea Wealth Management LLC 0.39% Add +1.7% 21,924 $2.6M
Modern Wealth Management, LLC 0.05% Reduce -3.0% 21,882 $2.6M
Wall Capital Group, Inc. 2.43% — 21,722 $2.6M
IFG Advisory, LLC 0.11% Reduce -18.3% 21,611 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.0% 21,546 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 21,470 $2.5M
DDD Partners, LLC 0.16% Add +1.8% 21,336 $2.5M
Markin Asset Management, LP 2.75% — 21,250 $2.5M
Apollon Financial, LLC 0.36% New 21,114 $2.5M
Rovin Capital /Ut/ 0.66% Add +2.5% 21,045 $2.5M
UNIVEST FINANCIAL Corp 0.13% Add +72.7% 20,963 $2.5M
Sigma Planning Corp 0.07% Reduce -11.3% 20,925 $2.5M
CFC Planning Co LLC 1.89% Reduce -10.9% 20,908 $2.5M
First International Bank of Israel Ltd. 1.17% Reduce -0.8% 20,885 $2.5M
Kingsview Wealth Management, LLC 0.04% Reduce -10.6% 20,799 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +11.3% 20,791 $2.4M
Colony Family Offices, LLC 0.61% No change 20,727 $2.4M
Realta Investment Advisors 0.78% Reduce -3.4% 20,233 $2.4M
Dynamic Advisor Solutions LLC 0.08% Reduce -28.2% 20,203 $2.4M
Cypress Capital Group 0.26% Reduce -13.7% 20,055 $2.4M
Bragg Financial Advisors, Inc 0.08% Add +2.3% 19,730 $2.3M
Two Sigma Securities, LLC 0.32% New 19,652 $2.3M
World Investment Advisors 0.04% Add +20.5% 19,634 $2.3M
Chevy Chase Trust Holdings, LLC 0.01% Add +3.1% 19,514 $2.3M
Evercore Wealth Management, LLC 0.03% Reduce -13.7% 19,510 $2.3M
HBW Advisory Services LLC 0.25% Reduce -11.2% 19,353 $2.3M
Hohimer Wealth Management, LLC 0.31% New 19,327 $2.3M
Boltwood Capital Management 0.59% Add +3.2% 19,324 $2.3M
Fulcrum Equity Management 2.18% Reduce -3.4% 19,313 $2.3M
Redwood Financial Network Corp 1.44% Reduce -2.4% 19,238 $2.3M
Patten Group, Inc. 0.42% Reduce -1.8% 19,197 $2.3M
D.B. Root & Company, LLC 0.55% Add +0.0% 19,139 $2.3M
PCG Asset Management, LLC 1.77% Reduce -1.8% 18,682 $2.2M
United Asset Strategies, Inc. 0.17% Add +1.9% 18,775 $2.2M
Straightline Group LLC 1.21% Add +11.8% 18,869 $2.2M
Country Trust Bank 0.04% Add +2.9% 18,690 $2.2M
Bank of Marin 1.52% Reduce -4.5% 18,633 $2.2M
Magnus Financial Group LLC 0.17% Reduce -7.0% 18,625 $2.2M
Dynamic Wealth Strategies, LLC 1.30% Add +8.9% 18,576 $2.2M
SG Americas Securities, LLC 0.00% Reduce -84.4% 18,432 $2.2M
Okabena Investment Services Inc. 0.41% Add +2.2% 18,385 $2.2M
Keybank National Association 0.01% Add +1.1% 18,316 $2.2M
SteelPeak Wealth, LLC 0.07% Reduce -47.0% 18,243 $2.1M
Cornerstone National Bank & Trust Co 0.86% Add +1.0% 18,236 $2.1M
Guardian Asset Advisors, LLC 1.11% Reduce -11.3% 18,168 $2.1M
Scotia Capital Inc. 0.01% Add +3.3% 18,130 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -9.1% 18,123 $2.1M
Retireful, LLC 2.67% Reduce -0.7% 18,005 $2.1M
Choreo, LLC 0.03% Add +6.3% 17,779 $2.1M
Advisor OS, LLC 0.17% Reduce -7.7% 17,828 $2.1M
Perennial Investment Advisors, LLC 0.16% Reduce -26.6% 17,685 $2.1M
Vontobel Holding Ltd. 0.01% Add +88.9% 17,680 $2.1M
Schorn Wealth LLC 0.63% Add +1.8% 17,649 $2.1M
German American Bancorp, Inc. 0.17% Reduce -1.4% 17,444 $2.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.6% 17,416 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +0.2% 17,343 $2.0M
Sowell Financial Services LLC 0.07% Reduce -3.6% 17,300 $2.0M
Point Windward Advisors Inc. 0.98% Reduce -3.3% 17,240 $2.0M
Sequent Planning LLC 0.51% Add +29.4% 17,123 $2.0M
Edgestream Partners, L.P. 0.06% Add +88.6% 17,097 $2.0M
Whittier Trust Co. 0.02% Add +14.6% 17,113 $2.0M
Florida Financial Advisors, LLC 0.54% Reduce -4.7% 16,773 $2.0M
KKM Financial LLC 0.35% Add +38.2% 16,671 $2.0M
ARS Investment Partners, LLC 0.11% Add +8.0% 16,647 $2.0M
MontVue Capital Management, Inc. 1.30% Reduce -0.7% 16,647 $2.0M
EPG Wealth Management LLC 0.52% Add +1.3% 16,312 $1.9M
Symmetry Investments LP 0.35% New 16,100 $1.9M
Flow Traders U.S. LLC 0.06% Add +38.4% 16,003 $1.9M
Capital Investment Counsel, LLC 0.26% Reduce -37.2% 15,962 $1.9M
Brown Advisory Inc. 0.00% Reduce -0.2% 15,910 $1.9M
Stratos Wealth Advisors, LLC 0.09% Add +1.8% 15,848 $1.9M
Composition Wealth, LLC 0.03% Add +20.5% 15,833 $1.9M
Pine Valley Investments Ltd Liability Co 0.09% Add +8.3% 15,783 $1.9M
Sigma Investment Counselors Inc. 0.09% Reduce -0.7% 15,664 $1.8M
CWC Advisors, LLC. 0.89% Reduce -0.4% 15,656 $1.8M
Haverford Trust Co 0.02% Reduce -0.2% 15,615 $1.8M
Vertex Investment Solutions Co., Ltd. 1.80% — 15,400 $1.8M
Constitution Capital LLC 0.85% Add +129.3% 15,346 $1.8M
Cresset Asset Management, LLC 0.01% Add +1.3% 15,220 $1.8M
Peterson Wealth Management 1.33% Reduce -46.5% 15,196 $1.8M
Manchester Financial Inc. 0.33% Add +4.7% 15,098 $1.8M
AMG National Trust Bank 0.04% Add +1.3% 15,076 $1.8M
Vise Technologies, Inc. 0.03% Add +231.9% 14,915 $1.8M
Plimoth Trust Co. LLC 0.38% Reduce -2.1% 14,537 $1.7M
Mirador Capital Partners LP 0.23% Reduce -2.1% 14,383 $1.7M
10Elms LLP 1.77% Add +2.4% 14,341 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -14.3% 14,261 $1.7M
Wealthcare Advisory Partners LLC 0.03% Add +2.0% 14,208 $1.7M
Johnson Investment Counsel Inc. 0.01% Add +40.5% 14,181 $1.7M
Marshall Wace, LLP 0.00% Reduce -97.9% 14,100 $1.7M
Williams Jones Wealth Management, LLC. 0.02% No change 14,075 $1.7M
Advisor Resource Council 0.59% New 13,761 $1.6M
Roberts Wealth Advisors, LLC 0.43% Reduce -14.3% 13,982 $1.6M
Dearborn Partners LLC 0.08% Reduce -2.8% 13,939 $1.6M
Ingalls & Snyder LLC 0.06% Add +5.4% 13,749 $1.6M
Advyzon Investment Management, LLC 0.19% Add +28.5% 13,719 $1.6M
Bessemer Group Inc. 0.00% Reduce -2.0% 13,706 $1.6M
Evoke Wealth, LLC 0.03% Add +214.9% 13,684 $1.6M
Ashton Thomas Securities, LLC 0.30% Reduce -1.1% 13,483 $1.6M
U.S. Capital Wealth Advisors, LLC 0.04% Add +6.2% 13,475 $1.6M
Koshinski Asset Management, Inc. 0.10% Add +18.5% 13,384 $1.6M
ES4, LLC 1.09% — 13,377 $1.6M
Global Financial Private Client, LLC 0.55% Reduce -1.4% 13,323 $1.6M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -3.3% 13,188 $1.6M
Soltis Investment Advisors LLC 0.10% Reduce -10.1% 13,067 $1.5M
Farther Finance Advisors, LLC 0.02% Add +8.3% 13,063 $1.5M
Nwam LLC 0.09% Reduce -62.0% 12,939 $1.5M
Contravisory Investment Management, Inc. 0.30% Reduce -10.6% 12,888 $1.5M
Flagstar Securities, Inc. 0.50% Add +0.0% 12,740 $1.5M
Ausdal Financial Partners, Inc. 0.07% Reduce -18.9% 12,709 $1.5M
Almanack Investment Partners, LLC. 0.25% Reduce -26.9% 12,692 $1.5M
Commerce Bank 0.01% Add +27.4% 12,622 $1.5M
Associated Banc-Corp 0.04% Reduce -2.4% 12,591 $1.5M
Arta Finance Wealth Management LLC 0.75% — 12,565 $1.5M
Diversify Advisory Services, LLC 0.05% Add +0.0% 12,823 $1.5M
Flputnam Investment Management Co. 0.02% Add +52.1% 12,527 $1.5M
Capitol Family Office, Inc. 1.74% Add +6.3% 12,507 $1.5M
Retirement Planning Group, LLC 0.05% Add +7.1% 12,505 $1.5M
SCS Capital Management LLC 0.02% Reduce -6.3% 12,350 $1.5M
Northstar Advisory Group, LLC 0.52% Reduce -45.1% 12,330 $1.5M
Investment Management Corp. /Va/ 1.22% Add +0.1% 12,326 $1.5M
Tidal Investments LLC 0.01% Reduce -50.7% 12,286 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Add +171.9% 12,212 $1.4M
Berkeley Capital Partners, LLC 0.34% New 12,174 $1.4M
Brookwood Investment Group LLC 0.17% Reduce -10.9% 12,079 $1.4M
SVB Wealth LLC 0.08% Add +10.8% 12,056 $1.4M
A. D. Beadell Investment Counsel, Inc. 0.92% No change 12,025 $1.4M
Arete Wealth Advisors, LLC 0.10% Add +4.6% 12,010 $1.4M
Keel Point, LLC 0.08% Add +0.1% 11,971 $1.4M
D.A. Davidson & Co. 0.01% Add +48.7% 11,917 $1.4M
Cladis Investment Advisory, LLC 0.76% Reduce -0.8% 11,775 $1.4M
Appleton Partners Inc. 0.09% Reduce -6.7% 11,677 $1.4M
Avior Wealth Management, LLC 0.04% Reduce -9.1% 11,548 $1.4M
LVZ, Inc. 0.15% Add +7.6% 11,383 $1.3M
SHUTTLEWORTH & Co 1.22% Add +8.3% 11,361 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +0.0% 11,312 $1.3M
Glenmede Trust Co. NA 0.01% — 11,282 $1.3M
Mosley Wealth Management 0.61% — 11,444 $1.3M
Bailard, Inc. 0.03% Reduce -1.8% 11,229 $1.3M
Pettyjohn, Wood & White, Inc. 0.21% Reduce -1.6% 11,146 $1.3M
Vilga Financial Planning LLC 1.25% — 11,081 $1.3M
Glenview Trust Co 0.02% Add +46.5% 11,063 $1.3M
Arwa LLC 0.76% — 11,040 $1.3M
Proffitt & Goodson Inc. 0.18% Reduce -8.9% 11,025 $1.3M
Calton & Associates, Inc. 0.19% Add +13.8% 11,016 $1.3M
Institute for Wealth Management, LLC. 0.14% Add +13.9% 11,014 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -0.1% 11,006 $1.3M
Black Maple Capital Management LP 0.96% No change 10,970 $1.3M
Farmers National Bank 0.29% Reduce -1.5% 10,936 $1.3M
Whitaker-Myers Wealth Managers, LTD. 0.27% New 10,911 $1.3M
Private Trust Co. NA 0.11% Reduce -24.7% 10,858 $1.3M
Ironwood Investment Counsel, LLC 0.18% Add +16.4% 10,856 $1.3M
Massar Capital Management, LP 0.25% New 10,844 $1.3M
Connecticut Wealth Management, LLC 0.05% Add +6.4% 10,653 $1.3M
Fifth Third Wealth Advisors LLC 0.04% Add +9.6% 10,645 $1.3M
Wedbush Securities Inc. 0.04% Add +6.7% 10,643 $1.3M
Phillips Wealth Planners LLC 1.00% Reduce -1.3% 10,864 $1.2M
Harbour Investments, Inc. 0.03% Add +1.2% 10,490 $1.2M
Childress Capital Advisors, LLC 0.20% Add +9.8% 10,466 $1.2M
Garden State Investment Advisory Services LLC 0.29% Add +32.1% 10,429 $1.2M
Moors & Cabot, Inc. 0.05% Add +5.7% 10,359 $1.2M
Howard Capital Management, LLC 0.02% Reduce -6.5% 10,210 $1.2M
Schnieders Capital Management, Llc. 0.19% No change 10,183 $1.2M
McLaughlin Asset Management, Inc. 1.06% — 10,090 $1.2M
Agate Pass Investment Management, LLC 0.44% Reduce -3.4% 9,992 $1.2M
Ridgepath Capital Management LLC 0.53% No change 9,719 $1.2M
Mgo One Seven LLC 0.02% Reduce -15.6% 9,703 $1.1M
Range Financial Group LLC 0.40% No change 9,702 $1.1M
Belpointe Asset Management LLC 0.04% Add +20.6% 9,552 $1.1M
Walleye Trading LLC 0.02% Reduce -44.6% 9,519 $1.1M
Jacobi Capital Management LLC 0.06% Reduce -2.9% 9,494 $1.1M
First Citizens Financial Corp 0.55% Add +5.5% 9,453 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -47.5% 9,394 $1.1M
Wealth Enhancement Trust Services, Inc. 0.14% — 9,376 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -49.7% 9,353 $1.1M
Beaumont Financial Advisors, LLC 0.07% Add +0.4% 9,257 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.23% Add +34.5% 9,242 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% No change 9,210 $1.1M
Ieq Capital, LLC 0.00% Add +7.1% 9,193 $1.1M
Wedmont Private Capital 0.04% Add +0.1% 9,225 $1.1M
Magnolia Capital Management Ltd. 0.80% Reduce -6.6% 9,161 $1.1M
Mma Asset Management LLC 0.38% Reduce -0.0% 9,131 $1.1M
Van Cleef Asset Management,Inc 0.11% No change 9,105 $1.1M
Wealthfront Advisers LLC 0.00% Add +3.3% 8,959 $1.1M
Abbot Financial Management, Inc. 0.44% Add +197.7% 8,946 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -0.8% 8,906 $1.0M
Blue Chip Partners, LLC 0.07% Add +53.7% 8,734 $1.0M
Whalerock Point Partners, LLC 0.20% No change 8,707 $1.0M
Loudon Investment Management, LLC 0.53% Reduce -40.6% 8,610 $1.0M
Creative Financial Designs Inc. 0.06% Reduce -80.7% 8,583 $1.0M
Ascentis Independent Advisors 0.16% New 8,577 $1.0M
Fulton Bank, N.A. 0.03% Add +34.8% 8,504 $1.0M
Wealthgarden F.S. LLC 0.66% Add +5.6% 8,490 $1000K
Rothschild Wealth LLC 0.10% Reduce -5.5% 8,492 $1000K
Hilton Capital Management, LLC 0.07% Add +0.1% 8,460 $996K
SP Asset Management LLC 0.08% Add +0.3% 8,381 $987K
Pines Wealth Management, LLC 0.32% Reduce -1.3% 8,298 $977K
Golden State Wealth Management, LLC 0.10% Reduce -1.9% 8,264 $973K
Gotham Asset Management 0.00% New 8,255 $972K
Atlas Legacy Advisors, LLC 0.17% Reduce -1.4% 8,179 $963K
Savant Capital, LLC 0.01% Reduce -3.7% 8,128 $957K
Argent Trust Co 0.03% Reduce -7.1% 8,128 $957K
MKT Advisors LLC 0.33% No change 8,121 $956K
NewEdge Wealth, LLC 0.01% Reduce -1.9% 8,087 $952K
Monetary Management Group Inc. 0.22% Add +23.0% 8,025 $945K
Global Endowment Management, LP 0.12% No change 8,000 $942K
Arcus Capital Partners, LLC 0.34% New 8,000 $942K
JM2 Capital Inc. 0.76% — 7,994 $941K
Pure Financial Advisors, LLC 0.01% Add +3.1% 7,975 $939K
Neuberger Berman Group LLC 0.00% Add +0.8% 7,964 $938K
Capstone Wealth Management Group LLC 0.57% No change 7,956 $937K
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +18.7% 7,868 $926K
Ally Invest Advisors Inc. 0.06% Reduce -4.7% 7,831 $922K
Peoples Financial Services Corp. 0.43% No change 7,779 $916K
CENTRAL TRUST Co 0.02% Reduce -0.3% 7,747 $912K
Elevated Capital Advisors, LLC 0.21% Add +6.3% 7,746 $912K
Richardson Financial Services Inc. 0.29% Reduce -8.4% 7,682 $904K
Gateway Wealth Partners, LLC 0.10% Add +3.6% 7,680 $904K
Laurel Oak Wealth Management, LLC 0.15% — 7,668 $903K
Hopwood Financial Services, Inc. 0.63% Add +0.3% 7,636 $899K
Founders Grove Wealth Partners, LLC 0.20% Add +0.1% 7,597 $894K
Whittier Trust Co. of Nevada Inc. 0.02% Add +15.6% 7,615 $893K
First Horizon Corp. 0.04% Reduce -1.4% 7,588 $893K
Ascent Group, LLC 0.03% Reduce -5.0% 7,543 $888K
Silver Oak Securities, Incorporated 0.06% Reduce -17.6% 7,479 $885K
Moulton Wealth Management, Inc. 0.83% Reduce -0.2% 7,532 $880K
Ifrah Financial Services, Inc. 0.23% Reduce -1.9% 7,458 $878K
PFG Investments, LLC 0.04% Reduce -1.2% 7,451 $877K
Q3 Asset Management 0.20% Reduce -1.4% 7,330 $862K
First Business Financial Services, Inc. 0.08% Add +3.7% 7,317 $861K
Busey Bank 0.02% Reduce -0.2% 7,283 $857K
Per Stirling Capital Management, LLC. 0.10% Reduce -72.0% 7,277 $857K
Legacy Private Trust Co. 0.05% Reduce -1.2% 7,234 $852K
Rockland Trust Co. 0.03% Reduce -8.7% 7,212 $849K
Luminist Capital LLC 1.05% Add +0.7% 7,211 $849K
Rockingstone Advisors LLC 0.39% Add +7.4% 7,193 $847K
Asset One Wealth Management LLC 0.12% — 7,025 $841K
Apollon Wealth Management, LLC 0.01% Reduce -3.7% 7,116 $838K
Ameritas Advisory Services, LLC 0.03% Add +386.3% 7,032 $828K
Meridian Investment Counsel Inc. 0.20% Reduce -2.9% 7,029 $827K
Strategy Asset Managers LLC 0.14% Reduce -0.2% 7,004 $825K
Tompkins Financial Corp. 0.06% No change 7,000 $824K
Signet Private Wealth LLC 0.79% — 6,993 $823K
Ethos Financial Group, LLC 0.06% Reduce -68.9% 6,915 $814K
DV Trading LLC 0.07% — 6,900 $812K
Perigon Wealth Management, LLC 0.01% Reduce -2.5% 6,894 $812K
Barnes Wealth Management Group, Inc 0.43% Reduce -2.1% 6,856 $807K
Adirondack Trust Co. 0.27% Add +0.2% 6,850 $806K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +1.5% 6,841 $805K
Madison Wealth Partners, Inc 0.15% Add +1.6% 6,833 $804K
Correct Capital Wealth Management 0.15% Reduce -3.1% 6,801 $801K
Legacy Capital Group California, Inc. 0.19% Reduce -0.3% 6,757 $795K
Leavell Investment Management, Inc. 0.03% Add +3.2% 6,755 $795K
Csenge Advisory Group 0.04% Reduce -11.6% 6,725 $792K
Howard Capital Management Group, LLC 0.05% Add +0.5% 6,721 $791K
Blue Fin Capital, Inc. 0.12% Add +11.1% 6,637 $781K
jvl associates llc 0.25% No change 6,625 $780K
Burford Brothers, Inc. 0.32% Reduce -0.1% 6,614 $779K
Access Financial Services, Inc. 0.28% Reduce -8.6% 6,612 $778K
Thompson David Blair 0.44% — 6,611 $778K
Mystic Asset Management, Inc. 0.18% No change 6,600 $777K
Kovack Advisors, Inc. 0.04% Add +181.2% 6,513 $767K
Joseph P. Lucia & Associates, LLC 0.27% Add +26.9% 6,460 $760K
Ark Wealth Advisors LLC 0.80% — 6,340 $746K
Oakmont Advisory Group, LLC 0.80% — 6,334 $746K
Russell Investments Group, Ltd. 0.00% Reduce -3.7% 6,279 $739K
Kaizen Financial Strategies 0.33% Reduce -7.6% 6,272 $738K
Kessler Investment Group, LLC 0.31% Add +1.0% 6,181 $728K
Montag A & Associates Inc. 0.03% Reduce -1.5% 6,167 $726K
MMBG Investment Advisors Co. 0.06% Reduce -2.7% 6,150 $724K
Beacon Financial Advisory LLC 0.17% Add +9.5% 6,098 $718K
Larson Financial Group LLC 0.02% Reduce -1.4% 6,066 $714K
Strategic Wealth Partners, Ltd. 0.05% Add +1277.6% 6,034 $710K
City Center Advisors, LLC 0.64% Reduce -18.3% 5,931 $698K
Iams Wealth Management, LLC 0.25% Add +6.6% 5,913 $696K
AmeriServ Wealth Advisors 0.40% Reduce -7.8% 5,914 $696K
Secure Asset Management, LLC 0.11% Add +5.2% 5,910 $696K
Washington Growth Strategies LLC 0.44% No change 5,837 $687K
Personal Cfo Solutions, LLC 0.11% Reduce -6.2% 5,766 $679K
FineMark National Bank & Trust 0.02% Add +51.7% 5,764 $679K
Rollins Financial Advisors, LLC 0.10% Add +8.6% 5,733 $675K
Midwest Trust Co 0.01% Add +12.6% 5,708 $672K
Lunt Capital Management, Inc. 0.25% New 5,697 $671K
First United Bank & Trust 0.21% Reduce -3.6% 5,695 $670K
Bedell Frazier Investment Counselling, LLC 0.13% New 5,690 $670K
Horizon Wealth Management, LLC 0.10% Reduce -98.4% 5,679 $669K
Hyundai Investments Co., Ltd. 0.65% New 5,633 $666K
Penobscot Wealth Management 0.21% Add +3.9% 5,640 $664K
Jacobs Equity LLC 0.64% — 5,635 $663K
Fragasso Financial Advisors Inc 0.04% Add +17.1% 5,591 $658K
Pinnacle Family Advisors, LLC 0.29% Add +100.0% 5,579 $657K
Balefire, LLC 0.13% Reduce -18.1% 5,540 $652K
First Citizens Bank & Trust Co. 0.01% Add +11.1% 5,521 $650K
Greystone Financial Group, LLC 0.10% Add +2.5% 5,468 $644K
Sunbelt Securities, Inc. 0.04% Add +0.0% 5,462 $643K
Eastern Bank 0.01% Add +41.4% 5,456 $642K
Sather Financial Group Inc 0.03% Reduce -0.7% 5,449 $641K
Moneta Group Investment Advisors LLC 0.00% Add +10.2% 5,436 $640K
Gryphon Financial Partners LLC 0.07% No change 5,416 $638K
Fearless Solutions, LLC dba Best Invest 0.39% New 5,409 $637K
Caldwell Trust Co 0.06% Reduce -4.4% 5,409 $637K
Regions Financial Corp. 0.00% Reduce -18.4% 5,403 $636K
RCW Management, LLC 0.64% — 5,367 $632K
Astra Wealth Partners LLC 0.38% Add +7.3% 5,323 $627K
Inspire Advisors, LLC 0.06% Reduce -7.8% 5,268 $620K
True Vision MN LLC 0.31% Add +1.5% 5,261 $619K
Vident Advisory, LLC 0.01% Reduce -1.1% 5,259 $619K
Concorde Asset Management, LLC 0.25% Reduce -5.2% 5,233 $616K
Pinnacle Financial Partners, Inc. 0.00% — 5,224 $615K
Stock Yards Bank & Trust Co. 0.02% Reduce -1.1% 5,205 $613K
Citizens Financial Group Inc. 0.01% Reduce -28.9% 5,204 $613K
Nixon Peabody Trust Co. 0.05% No change 5,200 $612K
Wellington Management Group LLP 0.00% Reduce -10.6% 5,197 $612K
Visionary Wealth Advisors 0.03% Reduce -6.6% 5,182 $610K
Choate Investment Advisors 0.01% No change 5,177 $609K
Circle Wealth Management, LLC 0.01% No change 5,138 $605K
Fourpath Capital Management, LLC 0.08% Add +9.7% 5,137 $605K
Elevatus Welath Management 0.16% Add +0.3% 5,106 $601K
NBT Bank, N.A. 0.04% Add +9.9% 5,093 $600K
Welch Group, LLC 0.02% Add +27.6% 5,084 $598K
Coppell Advisory Solutions LLC 0.06% Reduce -0.0% 4,995 $591K
Compagnie Lombard Odier SCmA 0.01% No change 5,015 $590K
Monetary Solutions, Ltd 0.58% — 5,006 $589K
Alpine Woods Capital Investors, LLC 0.14% No change 5,000 $589K
Thompson Davis & Co., Inc. 0.35% Add +4.7% 4,997 $588K
Waldron Private Wealth LLC 0.02% No change 4,977 $586K
COFG Advisors, LLC 0.14% — 4,955 $583K
Hardy Reed LLC 0.04% Reduce -12.8% 4,934 $581K
McAdam, LLC 0.03% Add +14.3% 4,887 $575K
Manufacturers Life Insurance Company, The 0.00% Reduce -99.5% 4,853 $571K
Sherman Asset Management, Inc. 0.48% No change 4,844 $570K
Destiny Wealth Partners, LLC 0.07% No change 4,815 $567K
Gallacher Capital Management LLC 0.22% New 4,801 $565K
Evolve Private Wealth, LLC 0.03% — 4,789 $564K
Clarius Group, LLC 0.03% No change 4,773 $562K
United Advisor Group, LLC 0.07% Add +1.4% 4,748 $559K
Manchester Capital Management LLC 0.08% Reduce -15.4% 4,733 $557K
BCS Wealth Management 0.06% Add +100.1% 4,716 $555K
Verus Capital Partners, LLC 0.04% Reduce -2.4% 4,699 $553K
Stratos Investment Management, LLC 0.02% Add +1.1% 4,648 $547K
Stonebrook Private Inc. 0.11% Reduce -11.6% 4,647 $547K
Crews Bank & Trust 0.08% No change 4,640 $546K
AMJ Financial Wealth Management 0.13% Add +1.3% 4,632 $545K
Blue Trust, Inc. 0.01% Reduce -0.5% 4,595 $541K
Mission Wealth Management, LP 0.01% Add +9.0% 4,586 $540K
Essex Bank 0.12% New 4,584 $540K
Trust Point Inc. 0.04% Add +1.1% 4,574 $538K
Financial Advisors Network, Inc. 0.07% No change 4,565 $537K
Alpha Cubed Investments, LLC 0.02% New 4,562 $537K
Fortis Capital Management LLC 0.07% Add +0.3% 4,509 $531K
Westbourne Investments, Inc. 0.25% Reduce -8.2% 4,480 $527K
Rhodes Investment Advisors Inc. 0.42% — 4,455 $524K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -24.9% 4,454 $524K
Kingswood Wealth Advisors, LLC 0.03% Add +29.9% 4,455 $524K
WT Wealth Management 0.15% Add +8.3% 4,454 $524K
Garrett Wealth Advisory Group, LLC 0.10% No change 4,428 $521K
Camelot Technology Advisors, Inc. 0.39% Add +0.0% 4,396 $517K
VestGen Advisors, LLC 0.02% Reduce -6.9% 4,393 $517K
Portfolio Resources Advisor Group, Inc. 0.52% — 4,387 $516K
J.W. Cole Advisors, Inc. 0.01% Add +11.0% 20,881 $515K
Valeo Financial Advisors, LLC 0.01% Reduce -1.0% 4,354 $513K
Centennial Wealth Advisory LLC 0.14% Add +5.0% 4,349 $512K
MRWM Advisors, LLC 0.27% No change 4,335 $510K
Penobscot Investment Management Company, Inc. 0.04% Reduce -18.7% 4,326 $509K
Brown Brothers Harriman & Co. 0.00% No change 4,274 $503K
Cercano Management LLC 0.02% No change 4,267 $502K
Safe Harbor Fiduciary, LLC 0.44% — 4,261 $502K
One Day In July LLC 0.04% Reduce -1.9% 4,249 $500K
Wesbanco Bank Inc. 0.01% Reduce -5.9% 4,238 $499K
Lebenthal Global Advisors, LLC 0.08% Reduce -1.3% 4,174 $491K
Integrity Alliance, Llc. 0.02% Reduce -6.2% 4,165 $490K
Xcel Wealth Management, LLC 0.13% No change 4,159 $490K
Swmg, LLC 0.13% Reduce -8.2% 4,199 $486K
Prostatis Group LLC 0.11% Add +16.1% 4,037 $475K
Seven Springs Wealth Group, LLC 0.14% Add +5.6% 4,027 $474K
Charter Oak Capital Management, LLC 0.04% No change 4,017 $473K
Hourglass Capital, LLC 0.10% No change 4,000 $471K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.1% 3,993 $470K
Americana Partners, LLC 0.01% Reduce -2.2% 3,983 $469K
Howe & Rusling Inc. 0.03% Add +10.5% 3,969 $467K
Arrow Financial Corp 0.05% Reduce -5.3% 3,955 $466K
Goodman Advisory Group, LLC 0.11% Reduce -10.5% 3,945 $464K
Main Street Financial Solutions, LLC 0.03% Add +6.3% 3,919 $461K
Harvey Capital Management Inc. 0.10% No change 3,905 $460K
Strategic Blueprint, LLC 0.03% Add +15.6% 3,861 $455K
Maripau Wealth Management LLC 0.21% Add +11.4% 3,895 $454K
Arlington Capital Management, Inc. 0.28% Add +1.9% 3,853 $454K
Caprock Group, LLC 0.01% Add +40.3% 3,851 $453K
Chilton Capital Management LLC 0.02% Add +0.5% 3,846 $453K
Independent Advisor Alliance 0.01% Add +32.5% 3,820 $450K
Badgley Phelps Wealth Managers, LLC 0.01% New 3,800 $447K
Councilmark Asset Management, LLC 0.25% No change 3,800 $447K
Black Swift Group, LLC 0.07% Reduce -60.0% 3,785 $446K
First National Trust Co 0.01% Add +56.8% 3,748 $441K
Waystone Advisors LLC 0.38% — 3,722 $438K
Ehrlich Financial Group 0.25% Reduce -2.0% 3,713 $437K
SOL Capital Management CO 0.04% Reduce -0.8% 3,680 $433K
Savvy Advisors, Inc. 0.01% Add +114.8% 3,671 $432K
Walsh & Associates, LLC 0.42% — 3,620 $426K
Tyche Wealth Partners LLC 0.07% Add +34.4% 3,617 $426K
Daybright Advisory Services, Inc. 0.11% — 3,607 $425K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% New 3,584 $422K
Amplius Wealth Advisors, LLC 0.04% No change 3,571 $420K
VCI Wealth Management LLC 0.12% Reduce -41.6% 3,565 $420K
Stenger Family Office, LLC 0.09% Reduce -1.8% 3,540 $417K
Outlook Wealth Advisors, LLC 0.09% New 3,532 $416K
MWA Asset Management 0.23% Reduce -5.4% 3,525 $415K
Coordinated Financial Services, Inc. 0.24% Add +21.4% 3,524 $415K
Total Wealth Planning & Management, Inc. 0.33% — 3,522 $415K
Empowered Funds, LLC 0.01% Add +3.9% 3,520 $414K
ABLE Financial Group, LLC 0.08% Add +4.4% 3,515 $414K
First Wilshire Securities Management Inc. 0.10% No change 3,500 $412K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% — 3,473 $409K
Disciplined Investors, L.L.C. 0.27% No change 3,448 $406K
Axim Planning & Wealth 0.43% Reduce -4.1% 3,445 $406K
Quantbot Technologies LP 0.01% Reduce -63.1% 3,441 $405K
University of Texas/Texas Am Investment Management Co. 0.06% Reduce -20.1% 3,438 $405K
Founders Financial Alliance, LLC 0.08% Add +0.1% 3,436 $404K
Coyle Financial Counsel LLC 0.09% No change 3,413 $402K
Walser Wealth Management Company, A Ltd Liability Co 0.21% — 3,409 $401K
Viawealth, LLC 0.23% No change 3,409 $401K
Sagespring Wealth Partners, LLC 0.01% Reduce -8.1% 3,397 $400K
Ballast Rock Private Wealth LLC 0.25% — 3,370 $397K
Meridian Wealth Management, LLC 0.01% Add +15.7% 3,368 $396K
Acorns Advisers, LLC 0.00% Add +19.2% 3,364 $396K
Freedom Investment Management, Inc. 0.12% Reduce -71.7% 3,363 $396K
CHICAGO TRUST Co NA 0.06% Add +18.3% 3,342 $393K
Bokf, NA 0.01% Reduce -1.2% 3,327 $392K
Arlington Financial Advisors, LLC 0.06% No change 3,318 $391K
Talisman Wealth Advisors LLC 0.30% Reduce -16.8% 3,269 $385K
Capital Management Associates, Inc 0.09% New 3,265 $384K
Provident Co of the Employees of the Hebrew University LTD 0.40% No change 3,254 $383K
KDK Private Wealth Management, LLC 0.33% No change 3,224 $380K
SkyOak Wealth, LLC 0.07% No change 3,223 $379K
Richard W. Paul & Associates, LLC 0.13% Reduce -13.7% 3,198 $377K
Sage Capital Advisors,llc 0.09% No change 3,191 $376K
Midwest Financial Group LLC 0.16% Add +0.1% 3,147 $370K
Intrepid Financial Planning Group LLC 0.14% No change 3,146 $370K
Bank of Nova Scotia 0.00% Reduce -99.6% 3,130 $368K
Gsa Capital Partners LLP 0.03% Reduce -41.3% 3,119 $367K
LPWM LLC 0.09% No change 3,074 $362K
GWN Securities Inc. 0.07% Reduce -12.7% 3,063 $361K
Intrust Bank NA 0.03% No change 3,056 $360K
Wealthedge Investment Advisors, LLC 0.13% Reduce -4.0% 3,032 $357K
Purkiss Capital Advisors LLC 0.17% Reduce -2.7% 3,032 $357K
Leo Wealth, LLC 0.03% New 3,031 $357K
TCFG Wealth Management, LLC 0.14% Add +1.4% 3,028 $356K
Chilton Investment Co. Inc. 0.01% No change 3,021 $356K
Jefferies Financial Group Inc. 0.00% Reduce -40.0% 2,988 $352K
Severin Investments, LLC 0.31% Add +1.1% 2,984 $351K
True Link Financial Advisors, LLC 0.02% New 2,978 $351K
Fiduciary Alliance LLC 0.02% Reduce -1.3% 2,967 $349K
Kane Investment Management, Inc. 0.17% Reduce -63.2% 2,962 $349K
Insigneo Advisory Services, LLC 0.03% Reduce -14.3% 2,959 $348K
Journey Strategic Wealth LLC 0.01% Reduce -5.8% 2,956 $348K
Bowman & Co S.C. 0.15% New 2,917 $343K
Tranquilli Financial Advisor LLC 0.20% Reduce -0.7% 2,914 $343K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 2,899 $341K
Archer Investment Management, LLC 0.18% New 2,866 $337K
SC&H Financial Advisors, Inc. 0.05% Add +8.1% 2,855 $336K
Mitchell Sinkler & Starr 0.15% No change 2,850 $336K
Brooklyn Investment Group 0.02% Add +11.9% 2,840 $335K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -13.5% 2,796 $329K
PW Nova Financial Services LLC 0.12% — 2,804 $328K
May Hill Capital, LLC 0.09% New 2,771 $326K
BOK Financial Private Wealth, Inc. 0.02% New 2,770 $326K
Nadler Financial Group, Inc. 0.03% Reduce -13.3% 2,735 $322K
Ring Mountain Capital, LLC 0.16% Reduce -9.6% 2,782 $320K
Duncker Streett & Co. Inc. 0.06% No change 2,712 $319K
Spartan Planning & Wealth Management 0.23% Reduce -8.0% 2,706 $318K
Brady Family Wealth, LLC 0.10% No change 2,687 $316K
L & S Advisors Inc 0.03% Add +0.5% 2,686 $316K
Wealthspire Advisors, LLC 0.00% Add +9.1% 2,681 $316K
CrossGen Wealth, LLC 0.27% — 2,648 $312K
Sageworth Trust Co 0.01% No change 2,634 $310K
Nautilus Advisors LLC 0.20% Reduce -3.7% 2,625 $309K
Golden Reserve Retirement LLC 0.06% New 2,609 $307K
Oxford Financial Group, LTD. LLC 0.02% New 2,600 $306K
Accel Wealth Management 0.08% Reduce -1.1% 2,585 $304K
MGB Wealth Management, LLC 0.09% Add +13.5% 2,546 $300K
Vista Investment Management 0.10% Add +1.0% 2,541 $299K
Icon Wealth Advisors, LLC 0.02% Reduce -2.4% 2,532 $298K
Byrne Asset Management LLC 0.17% Add +2.4% 2,522 $297K
Ironwood Financial, llc 0.05% Reduce -1.1% 2,519 $296K
Farmers Trust Co. 0.05% Add +21.8% 2,515 $296K
Allworth Financial LP 0.00% Add +25.6% 2,506 $295K
Cape Cod Five Cents Savings Bank 0.03% No change 3,256 $294K
Credit Agricole S A 0.00% Add +26.1% 2,481 $292K
Acropolis Investment Management, LLC 0.01% Reduce -5.7% 2,460 $290K
NWF Advisory Services Inc. 0.03% Add +7.5% 2,453 $289K
Harbor Asset Planning, Inc. 0.25% Add +0.3% 2,441 $287K
Empower Advisory Group, LLC 0.00% Reduce -19.9% 2,437 $287K
Tranquility Partners, LLC 0.10% No change 2,429 $286K
Crestwood Advisors Group, LLC 0.00% Add +9.2% 2,422 $285K
InTrack Investment Management Inc 0.16% Add +4.4% 2,411 $284K
World Equity Group, Inc. 0.08% Reduce -0.3% 2,407 $283K
Impact Partnership Wealth, LLC 0.04% New 2,397 $282K
Aprio Wealth Management, LLC 0.02% New 2,393 $282K
QRG Capital Management, Inc. 0.00% Add +13.2% 2,391 $281K
Narus Financial Partners, LLC 0.08% Reduce -0.6% 2,377 $280K
Debussy Capital Management LP 0.04% Add +2.9% 2,353 $277K
DMC Group, LLC 0.18% New 2,352 $277K
Aptus Capital Advisors, LLC 0.00% Add +17.9% 2,346 $276K
St Germain D J Co. Inc. 0.01% Reduce -12.9% 2,342 $276K
Atlanta Consulting Group Advisors, LLC 0.06% Add +19.2% 2,336 $275K
Safeguard Investment Advisory Group, LLC 0.07% Add +19.3% 2,333 $275K
Clark Asset Management, LLC 0.03% New 2,333 $275K
CIBC Private Wealth Group LLC 0.00% Reduce -5.2% 2,324 $274K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.4% 2,324 $274K
Montecito Bank & Trust 0.04% No change 2,318 $273K
Tounjian Advisory Partners, LLC 0.09% Reduce -5.6% 2,316 $273K
Interchange Capital Partners, LLC 0.05% Reduce -2.7% 2,308 $272K
Juncture Wealth Strategies, LLC 0.09% Add +3.1% 2,305 $271K
YHB Investment Advisors, Inc. 0.02% No change 2,282 $269K
Nicholas Hoffman & Company, LLC. 0.01% New 2,275 $268K
Kanawha Capital Management LLC 0.02% No change 2,270 $267K
Deutsche Bank AG 0.00% Reduce -71.1% 2,258 $266K
Brandywine Oak Private Wealth LLC 0.02% Add +15.5% 2,244 $264K
Compound Planning, Inc. 0.01% Reduce -32.9% 2,240 $264K
Sterling Investment Management, LLC 0.15% Reduce -5.8% 2,236 $263K
Certuity, LLC 0.02% Reduce -35.0% 2,225 $262K
Facet Wealth, Inc. 0.00% Add +3.6% 2,241 $262K
Atala Financial Inc 0.17% Add +100.0% 5,850 $262K
Elm Partners Management LLC 0.01% Reduce -66.4% 2,220 $261K
Private Client Services, LLC 0.08% Reduce -2.7% 2,213 $261K
Aries Wealth Management 0.06% No change 2,209 $260K
Arax Advisory Partners 0.01% New 2,190 $258K
Sovereign Financial Group, Inc. 0.05% Reduce -0.3% 2,167 $255K
Quartz Partners, LLC 0.09% Add +1.4% 2,162 $255K
Chicago Partners Investment Group LLC 0.01% No change 2,170 $254K
Manske Wealth Management 0.07% New 2,155 $254K
Alteri Wealth LLC 0.08% Reduce -3.1% 2,151 $253K
Soundwatch Capital LLC 0.04% New 2,143 $252K
Wetzel Investment Advisors, Inc. 0.10% Add +3.7% 2,135 $251K
Trexquant Investment LP 0.00% Add +16.7% 2,107 $248K
Optivise Advisory Services LLC 0.14% Add +9.5% 2,102 $247K
Meridian Financial Advisors, LLC 0.13% No change 2,100 $247K
Strategic Investment Advisors / MI 0.02% Add +1327.2% 2,098 $247K
White Lighthouse Investment Management Inc. 0.03% New 2,096 $247K
Whalen Wealth Management Inc. 0.13% New 2,090 $246K
Lifestyle Asset Management, Inc. 0.08% New 2,078 $245K
Kennicott Capital Management LLC 0.12% No change 2,077 $245K
Canopy Partners, LLC 0.08% No change 2,074 $244K
Crown Wealth Group, LLC 0.07% New 2,071 $244K
Clark Capital Management Group, Inc. 0.00% Add +17.4% 2,061 $243K
Elevation Wealth Management LLC 0.23% — 2,057 $242K
Lake Street Private Wealth, LLC 0.03% Add +0.8% 2,056 $242K
CRA Financial Services, LLC 0.03% No change 2,053 $242K
Veltria Advisors Corp. 1.05% No change 2,079 $242K
Teamwork Financial Advisors, LLC 0.03% New 2,051 $241K
Three Bridge Wealth Advisors, LLC 0.06% Reduce -13.3% 2,028 $239K
Gallagher Fiduciary Advisors, LLC 0.01% Add +15.4% 2,024 $238K
2UniFi Bank 0.11% Add +4.4% 2,023 $238K
Turtle Creek Wealth Advisors, LLC 0.02% No change 2,010 $237K
Y.D. More Investments Ltd 0.01% No change 2,000 $235K
Graves Light Lenhart Wealth, Inc. 0.02% No change 1,998 $235K
FSM Wealth Advisors, LLC 0.03% Add +6.5% 1,997 $235K
W.H. Cornerstone Investments Inc. 0.14% Add +0.3% 1,989 $234K
1ST Source Bank 0.01% New 1,986 $234K
Silverlake Wealth Management LLC 0.05% Reduce -2.1% 1,963 $231K
Blackston Financial Advisory Group, LLC 0.14% Add +8.5% 1,946 $229K
Essex Financial Services, Inc. 0.01% New 1,930 $227K
Rosenberg Matthew Hamilton 0.05% No change 1,930 $227K
National Philanthropic Trust 0.00% New 1,926 $227K
Broadleaf Partners, LLC 0.05% No change 1,924 $226K
Key Financial Inc 0.04% Add +27.7% 1,909 $225K
Managed Asset Portfolios, LLC 0.03% No change 1,897 $223K
Patron Partners, LLC 0.10% Reduce -0.5% 1,891 $223K
Parallel Advisors, LLC 0.00% Add +12.1% 1,890 $222K
Acute Investment Advisory, LLC 2.15% Reduce -19.3% 1,889 $222K
Whitener Capital Management, Inc. 0.05% New 1,889 $222K
Central Valley Advisors, LLC 0.07% No change 1,886 $222K
Entelevest, LLC 0.23% — 1,882 $222K
Accurate Wealth Management, LLC 0.03% Reduce -7.8% 1,878 $221K
Dopkins Wealth Management, LLC 0.09% No change 1,868 $220K
Caldwell Sutter Capital, Inc. 0.09% No change 1,862 $219K
Cottage Street Advisors LLC 0.09% New 1,860 $219K
tru Independence LLC 0.05% Reduce -7.1% 1,846 $217K
Smartleaf Asset Management LLC 0.01% Add +5.2% 1,836 $217K
JFS Wealth Advisors, LLC 0.01% Reduce -6.4% 1,832 $216K
Cape Ann Savings Bank 0.11% No change 1,832 $216K
BBR Partners, LLC 0.01% Reduce -20.6% 1,827 $215K
M.E. Allison & Co., Inc. 0.15% Add +0.1% 1,819 $214K
Rwa Wealth Partners, LLC 0.00% Reduce -20.8% 1,814 $214K
Addison Advisors LLC 0.05% No change 1,813 $213K
Bank of New Hampshire 0.05% No change 1,811 $213K
GAMMA Investing LLC 0.01% Add +8.4% 1,807 $213K
Intelligence Driven Advisers, LLC 0.03% Reduce -26.5% 1,770 $208K
Gray Private Wealth, LLC 0.10% Add +0.2% 1,763 $207K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.2% 1,759 $207K
James J. Burns & Company, LLC 0.03% No change 1,754 $207K
Petros Family Wealth, LLC 0.14% New 1,754 $206K
Plante Moran Financial Advisors, LLC 0.01% Add +24.9% 1,753 $206K
Wealth Watch Advisors, INC 0.08% Reduce -31.2% 1,751 $206K
Richmond Investment Services, LLC 0.04% Reduce -34.2% 1,748 $206K
Goldenstone Wealth Management LLC 0.15% — 1,748 $206K
Vantage Financial Partners, LLC 0.04% Reduce -0.5% 1,736 $204K
Parkside Financial Bank & Trust 0.02% Add +115.6% 1,729 $204K
Activest Wealth Management 0.04% Add +12.1% 1,723 $203K
Chemistry Wealth Management LLC 0.04% Add +0.1% 1,716 $202K
UMB Bank, n.a. 0.00% Add +10.2% 1,714 $202K
Calamos Wealth Management LLC 0.01% New 1,700 $200K
Zacks Investment Management 0.00% New 1,700 $200K
CVA Family Office, LLC 0.02% Reduce -12.5% 1,678 $198K
Private Wealth Asset Management, LLC 0.02% No change 1,665 $196K
Armstrong Advisory Group, Inc. 0.01% Add +7.9% 1,437 $169K
SageView Advisory Group, LLC 0.01% New 1,424 $168K
High Point Wealth Management, LLC 0.16% — 1,423 $168K
MV Capital Management, Inc. 0.02% No change 1,386 $163K
Global Trust Asset Management, LLC 0.06% Reduce -77.9% 1,380 $162K
Bayban 0.14% — 1,355 $160K
Raffa Wealth Management, LLC 0.02% No change 1,328 $156K
Capital Analysts, LLC 0.00% Add +164.2% 1,329 $156K
Lanark Financial, Inc. 0.01% Add +7.2% 1,312 $155K
Scarborough Advisors, LLC 0.03% Add +0.3% 1,284 $151K
Jackson Hole Capital Partners, LLC 0.03% Add +0.1% 1,267 $149K
Colonial Trust Advisors 0.01% Reduce -13.6% 1,235 $145K
Webster Bank, N. A. 0.01% No change 1,165 $137K
Stelac Advisory Services LLC 0.05% New 1,158 $136K
Independence Bank of Kentucky 0.02% Reduce -35.2% 1,149 $135K
SJS Investment Consulting Inc. 0.02% Add +4.7% 1,146 $135K
Clearstead Advisors, LLC 0.00% No change 1,146 $135K
Harbor Investment Advisory, LLC 0.01% Add +194.4% 1,110 $131K
Walleye Capital LLC 0.00% Reduce -95.2% 1,107 $130K
Turning Point Benefit Group, Inc. 0.07% Reduce -17.9% 1,099 $129K
Signature Resources Capital Management, LLC 0.07% Reduce -1.9% 1,095 $129K
eCIO, Inc. 0.06% New 1,086 $128K
Signaturefd, LLC 0.00% Reduce -50.1% 1,061 $125K
Cornerstone Planning Group LLC 0.02% Reduce -14.8% 1,060 $124K
Geneos Wealth Management Inc. 0.00% Reduce -96.8% 1,007 $119K
Wellington Grp LLC 0.04% — 982 $116K
Weaver Capital Management LLC 0.02% Add +787.2% 967 $114K
Financial Consulate, Inc. 0.02% No change 961 $113K
Winch Advisory Services, LLC 0.03% Add +0.3% 959 $113K
Investors Research Corp 0.02% No change 951 $112K
Aventura Private Wealth, LLC 0.04% No change 948 $112K
Comprehensive Financial Planning, Inc. 0.07% Add +39.2% 938 $110K
MassMutual Private Wealth & Trust, FSB 0.00% Add +491.8% 935 $110K
Bangor Savings Bank 0.01% No change 931 $110K
Barnes Dennig Private Wealth Management LLC 0.11% Add +24.8% 927 $109K
Align Financial, LLC 0.06% — 106,419 $106K
HHM Wealth Advisors, LLC 0.01% Add +5.3% 896 $105K
Banque Cantonale Vaudoise 0.00% Reduce -18.4% 859 $101K
International Assets Investment Management, LLC 0.01% Reduce -86.4% 820 $97K
Ancora Advisors LLC 0.00% Reduce -5.0% 818 $96K
Avalon Trust Co 0.01% No change 807 $95K
Paladin Advisory Group, LLC 0.07% No change 807 $95K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $94K
Rice Partnership, LLC 0.01% Add +242.1% 797 $94K
First Community Trust NA 0.07% No change 794 $93K
Triumph Capital Management 0.02% New 755 $89K
National Bank of Canada 0.00% New 722 $85K
Hantz Financial Services, Inc. 0.00% Add +93.2% 711 $84K
Nemes Rush Group LLC 0.01% Add +46.7% 713 $84K
Provident Wealth Management, LLC 0.02% No change 711 $84K
Hilton Head Capital Partners, LLC 0.05% — 698 $82K
Biltmore Family Office, LLC 0.01% Add +187.6% 693 $82K
Godsey & Gibb, Inc. 0.01% No change 683 $80K
Transce3nd, LLC 0.65% Reduce -0.4% 685 $80K
Optiver Holding B.V. 0.00% Add +44.0% 648 $76K
Purpose Unlimited Inc. 0.00% — 642 $76K
Concord Wealth Partners 0.01% Add +7.7% 630 $74K
Integrity Financial Corp 0.04% Add +0.3% 628 $74K
Cambient Family Office, LLC 0.01% — 614 $72K
City Holding Co. 0.01% Add +637.5% 590 $69K
ORG Partners LLC 0.01% Add +0.5% 585 $69K
Clayton Financial Group LLC 0.04% New 584 $69K
Valley Wealth Managers, Inc. 0.00% No change 576 $68K
Glen Eagle Advisors, LLC 0.01% No change 570 $67K
New Millennium Group LLC 0.03% Reduce -77.0% 569 $67K
Medallion Wealth Advisors, LLC 0.02% No change 568 $67K
Hazlett, Burt & Watson, Inc. 0.02% Add +1609.4% 547 $65K
Missouri Trust & Investment Co 0.02% Reduce -1.8% 552 $65K
Wilmington Savings Fund Society, FSB 0.00% No change 519 $61K
Capital Investment Advisory Services, LLC 0.00% No change 512 $60K
Aventus Investment Advisors, Inc. 0.05% No change 500 $59K
West Branch Capital LLC 0.02% No change 499 $59K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 495 $58K
Farmers & Merchants Investments Inc. 0.00% No change 495 $58K
Sage Mountain Advisors LLC 0.00% No change 493 $58K
SouthState Bank Corp 0.00% Add +25.3% 481 $57K
Community Bank, N.A. 0.01% Reduce -11.4% 474 $56K
Cape Investment Advisory, Inc. 0.02% Add +575.7% 473 $56K
Crewe Advisors LLC 0.00% Add +24.2% 457 $54K
SBI Securities Co., Ltd. 0.00% Reduce -10.0% 452 $53K
Register Financial Advisors LLC 0.02% Reduce -6.0% 439 $52K
WealthCollab, LLC 0.02% New 436 $51K
BankPlus Trust Department 0.01% No change 435 $51K
Global Wealth Strategies & Associates 0.01% Add +3920.0% 402 $47K
Morse Asset Management, Inc 0.01% New 400 $47K
Westside Investment Management, Inc. 0.01% No change 396 $46K
Trifecta Capital Advisors, LLC 0.01% New 391 $46K
Truvestments Capital LLC 0.01% No change 390 $46K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 389 $46K
United Community Bank 0.02% Add +206.4% 380 $45K
Gladwyn Financial Advisors, Inc. 0.03% Reduce -2.1% 380 $45K
Birchbrook, Inc. 0.02% No change 378 $44K
Roxbury Financial LLC 0.04% Add +0.3% 377 $44K
MCF Advisors LLC 0.00% No change 356 $42K
Signature Equity Partners, LLC 0.02% — 343 $40K
Root Financial Partners, LLC 0.00% Add +91.1% 342 $40K
Wilkerson Advisory Group LLC 0.01% — 342 $40K
NFSG Corp 0.01% Add +17.4% 337 $40K
Pacifica Partners Inc. 0.02% New 325 $38K
Curio Wealth, LLC 0.01% New 308 $36K
American National Bank & Trust 0.00% No change 300 $35K
Red Tortoise LLC 0.01% Add +0.4% 278 $33K
Sound Income Strategies, LLC 0.00% Add +28.0% 279 $32K
Greykasell Wealth Strategies, Inc. 0.01% Add +0.4% 269 $32K
Delta Asset Management LLC 0.00% No change 263 $31K
First Command Advisory Services, Inc. 0.00% No change 255 $30K
Anchor Investment Management, LLC 0.00% No change 250 $29K
Ameritas Investment Partners, Inc. 0.00% Add +17.1% 246 $29K
Solstein Capital, LLC 0.01% No change 243 $29K
Pioneer Family Office, LLC 0.02% — 241 $28K
Seal Cove Capital, LLC 0.03% — 239 $28K
Jessup Wealth Management, Inc 0.01% New 236 $28K
Archer Investment Corp 0.01% Reduce -0.4% 232 $27K
Nvwm, LLC 0.01% Add +1035.0% 227 $27K
Steigerwald, Gordon & Koch Inc. 0.00% No change 227 $27K
Smallwood Wealth Investment Management, LLC 0.01% No change 226 $27K
Bogart Wealth, LLC 0.00% No change 215 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $25K
Atlantic Union Bankshares Corp 0.00% Add +93.6% 213 $25K
Rossby Financial, LCC 0.01% New 210 $25K
Kohmann Bosshard Financial Services, LLC 0.00% New 205 $24K
Balentine LLC 0.00% No change 200 $24K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 196 $23K
IFC & Insurance Marketing, Inc. 0.02% — 195 $23K
Oakworth Capital, Inc. 0.00% No change 185 $22K
Eukles Asset Management 0.01% Add +60.5% 183 $22K
Pacific Center for Financial Services 0.01% No change 180 $21K
Versant Capital Management, Inc 0.00% No change 176 $21K
SYM FINANCIAL Corp 0.00% Reduce -83.8% 175 $21K
Provenance Wealth Advisors, LLC 0.00% No change 173 $20K
McIlrath & Eck, LLC 0.00% No change 172 $20K
Avion Wealth 0.00% Reduce -87.0% 170 $20K
Miller Capital Partners, Inc. 0.01% — 164 $19K
Kilter Group LLC 0.01% No change 162 $19K
Caitlin John, LLC 0.01% Reduce -1.2% 160 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 152 $18K
Costello Asset Management, INC 0.01% Add +0.7% 151 $18K
Advocate Investing Services LLC 0.02% — 150 $18K
Glassman Wealth Services 0.00% No change 150 $18K
MidFirst Bank 0.00% — 150 $18K
Three Bearings Fiduciary Advisors, Inc. 0.02% — 147 $18K
Johnson Financial Group, Inc. 0.00% No change 148 $17K
Valley National Advisers Inc. 0.00% No change 147 $17K
GGM Financial LLC 0.01% No change 138 $16K
Trust Co. of Toledo NA 0.00% No change 136 $16K
Phillips Financial Management, LLC 0.00% No change 135 $16K
NorthAvenue LLC 0.01% — 128 $15K
Park Square Financial Group, LLC 0.09% Add +22.4% 153 $15K
one8zero8, LLC 0.00% New 125 $15K
Lodestone Wealth Management LLC 0.01% New 123 $14K
Family Manage LLC 0.00% No change 123 $14K
Curat Global, LLC 0.02% No change 122 $14K
Dunhill Financial, LLC 0.00% No change 117 $14K
Barrett & Company, Inc. 0.00% No change 114 $13K
Wagner Wealth Management, LLC 0.00% No change 114 $13K
Ankerstar Wealth, LLC 0.01% — 111 $13K
Entrust Financial LLC 0.01% — 111 $13K
Financial Connections Group, Inc. 0.00% No change 115 $13K
Pursuit Wealth Strategies, LLC 0.02% — 110 $13K
Collier Financial 0.01% Reduce -99.4% 108 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $12K
IAG Wealth Partners, LLC 0.00% No change 100 $12K
Central Pacific Bank - Trust Division 0.00% No change 94 $11K
Founders Capital Management 0.01% No change 93 $11K
Maseco LLP 0.00% New 78 $9K
Union Savings Bank 0.00% — 75 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% New 68 $8K
N.E.W. Advisory Services LLC 0.00% No change 68 $8K
Tower View Wealth Management LLC 0.00% No change 68 $8K
Covestor Ltd 0.00% Reduce -31.3% 66 $8K
Operose Advisors LLC 0.00% New 65 $8K
Asset Dedication, LLC 0.00% No change 61 $7K
Hamilton Point Investment Advisors, LLC 0.00% New 60 $7K
First PREMIER Bank 0.00% No change 62 $7K
West Paces Advisors Inc. 0.00% New 59 $7K
FAS Wealth Partners, Inc. 0.00% New 56 $7K
Rakuten Securities, Inc. 0.00% Add +160.0% 52 $6K
Gold Investment Management Ltd. 0.00% No change 50 $6K
Legacy Wealth Managment, LLC 0.00% No change 49 $6K
United Financial Planning Group LLC 0.00% No change 46 $5K
Tidemark, LLC 0.00% No change 46 $5K
GPS Wealth Strategies Group, LLC 0.00% Reduce -97.7% 44 $5K
Daiwa Securities Group Inc. 0.00% No change 44 $5K
Millstone Evans Group, LLC 0.00% No change 40 $5K
Arlington Trust Co LLC 0.00% Reduce -86.2% 40 $5K
Legacy Bridge, LLC 0.00% No change 37 $4K
Nvest Wealth Strategies, Inc. 0.00% — 31 $4K
Bulwark Capital Corp 0.00% No change 30 $4K
Wolff Wiese Magana LLC 0.00% No change 29 $3K
Cranbrook Wealth Management, LLC 0.00% No change 25 $3K
Silicon Valley Capital Partners 0.00% New 24 $3K
JNBA Financial Advisors 0.00% No change 23 $3K
DecisionPoint Financial, LLC 0.00% No change 22 $3K
Murphy & Mullick Capital Management Corp 0.00% New 20 $2K
TD Private Client Wealth LLC 0.00% No change 20 $2K
Ballast Advisors LLC 0.00% No change 19 $2K
Atomic Invest LLC 0.00% — 19 $2K
Essential Partners LLC 0.00% New 16 $2K
WealthShield Partners, LLC 0.00% Reduce -21.1% 15 $2K
Princeton Global Asset Management LLC 0.00% New 14 $2K
Wellington-Altus USA Inc. 0.00% — 13 $2K
Compass Financial Services Inc 0.00% No change 10 $1K
Bridge Generations Wealth Management LLC 0.00% No change 10 $1K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Tsfg, LLC 0.00% Reduce -65.6% 11 $1K
Gilpin Wealth Management, LLC 0.00% — 8 $942
Bernard Wealth Management Corp. 0.00% No change 8 $942
McGuire Capital Advisors Inc. 0.00% — 7 $824
WPG Advisers, LLC 0.00% Reduce -98.0% 5 $589
Abound Financial, LLC 0.00% Reduce -100.0% 3 $353
Raleigh Capital Management Inc. 0.00% No change 1 $164
Estate Planners Group, LLC 0.00% — 1 $107

"% 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.