SS Comm Select Sector SPDRXLCETF

13F holders, Q1 2026 (March 31)
1,190holders −16
100new positions
120sold out
7famous investors
$110.11avg. 13F price*

At the end of Q1 2026, 1,190 institutions reported holding SS Comm Select Sector SPDR (XLC) in their 13F filings, down 16 from Q4 2025. 100 opened new positions and 120 sold out. The largest holders were Bank of America Corp. ($4.9B), JPMorgan Chase & Co. ($1.3B) and Morgan Stanley ($853.5M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q1 2026)
CUSIP
81369Y852
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$287.3M
Exits120$245.2M

All 13F filers, Q4 2025 → Q1 2026: 12,724,576 shares bought and 18,206,548 shares sold, net −5,481,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,190 holders

Bank of America Corp. 0.36% Reduce -2.1% 43,944,429 $4.9B
JPMorgan Chase & Co. 0.09% Add +9.5% 11,614,395 $1.3B
Morgan Stanley 0.05% Reduce -2.5% 7,699,116 $853.5M
Wells Fargo & Company 0.17% Add +1.3% 7,591,604 $841.6M
Envestnet Asset Management Inc. 0.19% Add +1.7% 6,557,442 $727.0M
Raymond James Financial Inc. 0.19% Reduce -1.3% 5,692,301 $631.0M
UBS Group AG 0.11% Add +50.4% 5,441,235 $603.2M
Focus Partners Wealth 0.60% Reduce -1.6% 4,858,161 $538.6M
LPL Financial LLC 0.14% Reduce -12.0% 4,618,045 $512.0M
Janney Montgomery Scott LLC 1.02% Add +10.8% 3,711,386 $411.4M
Ameriprise Financial Inc. 0.09% Reduce -12.2% 3,443,407 $406.3M
Truist Financial Corp. 0.52% Reduce -0.3% 3,501,759 $388.2M
Meitav Investment House Ltd. 3.85% Reduce -4.9% 3,170,335 $351.5M
WestEnd Advisors, LLC 7.60% Add +1.9% 2,838,788 $314.7M
Migdal Insurance & Financial Holdings Ltd. 2.65% Reduce -1.3% 2,755,184 $305.4M
Barclays PLC 0.09% Reduce -47.6% 2,303,078 $255.3M
Main Management ETF Advisors, LLC 9.49% Reduce -26.6% 2,294,415 $254.4M
BNP Paribas Financial Markets 0.13% Add +6.4% 1,740,386 $192.9M
Nissay Asset Management Corp. /Japan 0.99% No change 1,681,039 $186.4M
PGIM Custom Harvest LLC 2.85% Add +5.3% 1,646,421 $182.5M
Goldman Sachs Group Inc. 0.02% Add +3.3% 1,600,475 $177.4M
Royal Bank of Canada 0.03% Reduce -7.1% 1,432,370 $158.8M
Menora Mivtachim Holdings LTD. 0.74% Reduce -0.3% 1,415,825 $157.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -43.3% 1,367,573 $151.6M
BlackRock, Inc. 0.00% Reduce -10.9% 1,359,546 $150.7M
Osaic Holdings, Inc. 0.22% Add +7.2% 1,359,079 $150.7M
Foundations Investment Advisors, LLC 1.74% Add +7.7% 1,264,131 $140.1M
Donaldson Capital Management, LLC 4.10% Add +0.2% 1,142,583 $126.7M
Victory Capital Management Inc. 0.07% Add +1.1% 987,357 $109.5M
Main Management Fund Advisors LLC 9.04% Add +135.4% 2,181,200 $107.7M
J.Safra Asset Management Corp 5.33% Add +3.6% 892,374 $98.9M
Agf Management Ltd. 0.43% Reduce -6.6% 871,057 $96.6M
Northern Trust Corp. 0.01% Add +61.9% 857,135 $95.0M
SRB Corp. 5.45% No change 800,774 $88.8M
Cetera Investment Advisers 0.09% Add +5.8% 745,012 $82.6M
Marshall Wace, LLP 0.09% Add +5128.1% 737,162 $81.7M
Main Management LLC 5.70% Reduce -21.9% 706,812 $78.4M
Stifel Financial Corp. 0.07% Reduce -1.7% 705,184 $78.2M
Capital Investment Advisors, LLC 1.14% Add +15.9% 700,795 $77.7M
Phoenix Financial Ltd. 0.72% No change 685,352 $76.0M
State Street Corp. 0.00% Add +34.3% 647,835 $71.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.97% Add +19.5% 640,620 $71.0M
Cwm, LLC 0.19% Add +19.2% 639,439 $70.9M
Fisher Asset Management 0.02% Reduce -1.4% 612,929 $67.9M
RiverFront Investment Group, LLC 0.93% Add +1.6% 544,132 $60.3M
Provida Pension Fund Administrator 0.99% Reduce -14.5% 530,855 $58.9M
Alps Advisors Inc. 0.27% Add +13.7% 516,116 $57.2M
KCM Investment Advisors LLC 1.84% Reduce -6.6% 497,968 $55.2M
Natixis 0.22% New 493,441 $54.7M
Baltimore-Washington Financial Advisors, Inc. 2.36% Add +26.9% 491,217 $54.5M
Moss Adams Wealth Advisors LLC 3.93% Add +1.4% 484,524 $53.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.33% No change 458,927 $50.9M
Assetmark, Inc. 0.10% Reduce -8.1% 447,485 $49.6M
Rockefeller Capital Management L.P. 0.08% Reduce -4.8% 431,285 $47.8M
HighTower Advisors, LLC 0.05% Add +1.6% 431,122 $47.8M
Bank of Montreal 0.02% Add +3.2% 423,930 $47.0M
Thrivent Financial for Lutherans 0.09% Reduce -15.5% 414,335 $45.9M
Kingsview Wealth Management, LLC 0.62% Add +1866.2% 408,952 $45.3M
Clal Insurance Enterprises Holdings Ltd 0.27% No change 399,100 $44.2M
Signature Estate & Investment Advisors LLC 0.88% Add +4.8% 393,110 $43.6M
Oppenheimer Asset Management Inc. 0.49% Reduce -7.3% 385,740 $42.8M
MML Investors Services, LLC 0.11% Reduce -29.9% 355,048 $39.4M
Mercer Global Advisors Inc. 0.06% Reduce -45.8% 349,197 $38.7M
Captrust Financial Advisors 0.07% Reduce -3.8% 339,398 $37.6M
Richard Bernstein Advisors LLC 1.08% Reduce -49.9% 335,477 $37.2M
Private Advisor Group, LLC 0.17% Add +66.2% 331,740 $36.8M
Advisory Alpha, LLC 1.00% Reduce -30.9% 330,655 $36.7M
Fifth Third Bancorp 0.07% Add +33.1% 328,064 $36.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +254.1% 316,233 $35.1M
Gerber Kawasaki Wealth & Investment Management 1.08% Add +2.7% 305,213 $33.9M
Affinity Wealth Management LLC 5.06% Add +0.8% 301,607 $33.4M
Horizon Investments, LLC 0.36% Add +7.1% 288,986 $32.0M
AE Wealth Management LLC 0.17% Add +4.3% 277,160 $30.7M
Citigroup Inc. 0.02% Add +46.1% 265,676 $29.5M
University of Chicago 8.92% New 260,298 $28.9M
Analyst IMS Investment Management Services Ltd. 0.85% Add +0.7% 253,619 $28.1M
Anfield Capital Management, LLC 7.71% Add +9.3% 252,791 $28.0M
AlphaStar Capital Management, LLC 2.06% Add +10.5% 251,722 $27.9M
Ayalon Insurance Comp Ltd. 5.66% Add +37.7% 250,101 $27.7M
Krilogy Financial LLC 0.89% Add +7.6% 231,728 $27.5M
Asset Advisors Investment Management, LLC 2.61% Add +0.6% 246,872 $27.4M
Itau Unibanco Holding S.A. 0.64% Add +341.8% 241,857 $26.8M
Stonebridge Financial Group, LLC 2.16% New 237,192 $26.3M
Sanctuary Advisors, LLC 0.14% Reduce -0.2% 235,724 $26.1M
Galvin, Gaustad & Stein, LLC 2.03% New 225,735 $25.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.11% No change 221,100 $24.5M
Cerity Partners LLC 0.03% Add +13.0% 219,572 $24.3M
Evolution Wealth Advisors, LLC 2.41% Add +11.8% 213,226 $23.6M
Two Sigma Investments, LP 0.02% Add +0.7% 211,335 $23.4M
IMZ Advisory Inc 8.84% Add +3.1% 210,773 $23.4M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -15.9% 208,323 $23.1M
D. E. Shaw & Co. 0.02% New 208,024 $23.1M
NewEdge Advisors, LLC 0.08% Reduce -6.6% 205,822 $22.8M
Comprehensive Wealth Management, LLC 11.38% New 203,090 $22.5M
Concurrent Investment Advisors, LLC 0.24% Add +14.6% 200,281 $22.2M
PNC Financial Services Group, Inc. 0.01% Reduce -0.5% 198,059 $22.0M
TCV Trust & Wealth Management, Inc. 1.84% Reduce -1.2% 197,919 $21.9M
Swan Global Investments, LLC 1.16% Reduce -23.6% 195,753 $21.7M
Commonwealth Equity Services, LLC 0.03% Reduce -17.0% 194,824 $21.6M
Peapack Gladstone Financial Corp. 0.27% Reduce -0.7% 192,723 $21.4M
Van Eck Associates Corp. 0.02% New 189,225 $21.0M
Theory Financial LLC 7.23% Reduce -9.4% 185,823 $20.6M
SG Americas Securities, LLC 0.02% Add +886.0% 181,740 $20.1M
Stillwater Capital Advisors, LLC 2.24% Add +11.1% 176,656 $19.6M
Park Avenue Securities LLC 0.15% Add +0.5% 172,361 $19.1M
EP Wealth Advisors, LLC 0.09% Add +9.9% 172,119 $19.1M
Prestige Wealth Management Group LLC 3.75% Add +164.6% 172,088 $19.1M
Trilogy Capital Inc. 0.84% Add +10.9% 169,812 $18.8M
Miller Investment Management, LP 1.86% Reduce -0.1% 168,822 $18.7M
DAVENPORT & Co LLC 0.10% Add +3.2% 168,647 $18.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.55% Reduce -1.3% 162,083 $18.0M
Trek Financial, LLC 0.93% Reduce -22.0% 158,772 $17.6M
HighPoint Advisor Group LLC 0.73% Add +2.2% 156,212 $17.3M
Spire Wealth Management 0.58% Reduce -12.0% 154,431 $17.1M
Jones Financial Companies LLLP 0.01% Add +19.4% 157,202 $16.8M
Clarity Financial LLC 1.83% Reduce -1.3% 151,375 $16.8M
WBH Advisory Inc. 1.25% Reduce -1.8% 150,548 $16.7M
Innealta Capital, LLC 10.20% Reduce -0.1% 148,093 $16.4M
Petredis Investment Advisors LLC 1.33% Add +0.5% 146,688 $16.3M
First Interstate Bank 0.91% Add +1.8% 146,616 $16.3M
Benjamin Edwards Inc. 0.16% Add +78.6% 146,404 $16.2M
New York Life Investment Management LLC 0.13% Add +33.8% 143,139 $15.9M
Measured Wealth Private Client Group, LLC 4.27% Reduce -1.7% 140,868 $15.6M
Horizon Wealth Management, LLC 2.24% Add +2330.6% 138,034 $15.3M
Bank Hapoalim BM 2.46% Reduce -4.9% 135,416 $15.0M
GTS Securities LLC 0.53% New 134,625 $14.9M
&partners 0.07% Reduce -31.6% 133,154 $14.8M
Diversified Enterprises, LLC 0.80% Reduce -0.3% 131,483 $14.6M
Spinnaker Trust 0.80% Add +0.1% 130,244 $14.4M
Mariner, LLC 0.02% Reduce -17.4% 129,755 $14.4M
O'shaughnessy Asset Management, LLC 0.07% Add +157.3% 127,078 $14.1M
Equitable Holdings, Inc. 0.09% Reduce -5.2% 119,121 $14.0M
United Capital Financial Advisors, LLC 0.08% Reduce -1.9% 122,609 $13.6M
Prosperity Consulting Group, LLC 0.60% Reduce -3.5% 121,596 $13.5M
Pinnacle Associates Ltd. 0.17% Reduce -1.6% 121,102 $13.4M
Venture Visionary Partners LLC 0.44% Add +0.7% 118,247 $13.1M
CMH Wealth Management LLC 2.22% Add +27.8% 116,673 $12.9M
US Bancorp \de 0.02% Add +3.9% 116,328 $12.9M
Peak Retirement Planning, Inc. 2.56% Add +28.1% 115,716 $12.8M
RFG Advisory, LLC 0.24% Reduce -5.3% 115,622 $12.8M
Kestra Advisory Services, LLC 0.05% Add +0.6% 114,844 $12.7M
Corient Private Wealth LP 0.02% Add +4.1% 122,787 $12.6M
Vickerman Investment Advisors, Inc. 2.61% Add +6.0% 112,187 $12.4M
MAI Capital Management 0.07% Add +6.2% 110,707 $12.3M
CoreCap Advisors, LLC 0.42% Add +1.1% 110,524 $12.3M
Bellwether Advisors, LLC 2.05% Reduce -73.3% 108,980 $12.1M
Caisse de depot et placement du Quebec 0.02% Add +5.6% 106,511 $11.8M
Onyx Bridge Wealth Group LLC 1.26% Reduce -6.6% 106,054 $11.8M
Baird Financial Group, Inc. 0.02% Reduce -28.0% 105,513 $11.7M
Steward Partners Investment Advisory, LLC 0.06% Reduce -19.1% 102,427 $11.4M
Sava Penzisko Drushtvo A.D. Skopje 3.45% Add +35.0% 101,950 $11.3M
Vestmark Advisory Solutions, Inc. 0.13% Add +295.6% 101,667 $11.3M
CWA Asset Management Group, LLC 0.38% Reduce -4.2% 100,858 $11.2M
Bar Harbor Wealth Management 0.65% Add +17.5% 100,763 $11.2M
SteelPeak Wealth, LLC 0.35% Add +444.6% 99,347 $11.0M
Cavalier Investments, LLC 2.73% Reduce -23.9% 95,558 $10.6M
Foguth Wealth Management, LLC. 1.22% Reduce -10.7% 90,657 $10.5M
Harbor Capital Advisors, Inc. 0.84% Reduce -33.1% 93,977 $10.4M
Conservest Capital Advisors, Inc. 0.94% Add +1.2% 93,511 $10.4M
Winthrop Capital Management, LLC 2.65% Add +0.7% 93,113 $10.3M
McCollum Christoferson Group LLC 3.06% Add +129.5% 107,710 $10.2M
Simon Quick Advisors, LLC 0.46% Reduce -3.3% 90,414 $10.0M
Martin & Co. Inc. 1.70% Add +1.9% 89,819 $10.0M
Point72 Asset Management 0.02% Reduce -4.2% 89,400 $9.9M
Ashton Thomas Private Wealth, LLC 0.23% Reduce -58.3% 88,851 $9.8M
Adams Diversified Equity Fund, Inc. 0.35% New 88,700 $9.8M
Jump Financial, LLC 0.16% New 86,885 $9.6M
Robertson Stephens Wealth Management, LLC 0.27% Reduce -52.8% 86,861 $9.6M
Carnegie Investment Counsel 0.19% Add +2.0% 86,303 $9.6M
Dakota Wealth Management 0.20% Reduce -3.9% 85,057 $9.4M
Biltmore Wealth Management, LLC 3.35% Reduce -2.1% 84,997 $9.4M
Allspring Global Investments Holdings, LLC 0.02% Add +11.2% 83,965 $9.3M
Atria Investments, Inc 0.10% Reduce -6.2% 82,556 $9.2M
Atlas Capital Advisors Inc. 1.04% Reduce -7.9% 82,321 $9.1M
Schmidt P J Investment Management Inc. 1.50% Add +0.5% 80,394 $8.9M
Harbour Trust & Investment Management Co 0.94% Reduce -4.4% 79,753 $8.8M
AdvisorNet Financial, Inc 0.46% Add +3.8% 79,238 $8.8M
Continuum Wealth Advisors, LLC 3.63% Add +3.9% 78,859 $8.7M
Independent Financial Group, LLC 0.20% Reduce -13.0% 78,820 $8.7M
Old National Bancorp 0.15% Reduce -10.5% 78,659 $8.7M
Merit Financial Group, LLC 0.06% Add +26.9% 77,597 $8.6M
Signal Advisors Wealth, LLC 0.58% Reduce -1.7% 76,472 $8.5M
Kwmg, LLC 0.71% Add +7.1% 76,339 $8.5M
FMR LLC 0.00% Add +14.3% 75,709 $8.4M
Quantinno Capital Management LP 0.01% Add +16.7% 75,687 $8.4M
Walleye Trading LLC 0.17% Add +693.0% 75,489 $8.4M
Blair William & Co. 0.02% Reduce -4.3% 75,107 $8.3M
Oppenheimer & Co. Inc. 0.10% Reduce -7.6% 73,600 $8.2M
Premier Path Wealth Partners, LLC 1.06% Reduce -10.9% 73,228 $8.1M
Waverly Advisors, LLC 0.06% Add +5.5% 73,090 $8.1M
Creative Planning 0.01% Add +0.9% 72,721 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -30.4% 72,665 $8.1M
Centaurus Financial, Inc. 0.38% Add +6.4% 72,493 $8.0M
Founders Financial Securities LLC 0.45% Reduce -46.4% 69,072 $7.9M
IHT Wealth Management, LLC 0.18% Reduce -25.8% 70,308 $7.8M
Foronjy Financial LLC 3.15% Add +7.6% 68,272 $7.6M
Orange Investment Advisors, Inc. 0.97% Reduce -2.1% 67,827 $7.5M
Vestor Capital, LLC 0.53% Add +127.3% 66,329 $7.4M
Coastal Bridge Advisors, LLC 0.52% Add +2.5% 66,266 $7.3M
Keystone Global Partners, LLC 3.26% Add +5.5% 65,757 $7.3M
Capula Management Ltd 0.06% New 65,292 $7.2M
Essex LLC 1.26% Reduce -1.3% 64,343 $7.1M
Brookstone Capital Management 0.08% Reduce -8.3% 63,922 $7.1M
Forbes J M & Co. LLP 0.60% No change 63,576 $7.0M
Elevation Point Wealth Partners, LLC 0.16% Add +165.8% 62,019 $6.9M
Sharper & Granite LLC 2.31% Add +1.3% 61,028 $6.8M
AQR Capital Management 0.00% Add +71.6% 60,368 $6.7M
Client First Capital LLC 2.94% Reduce -30.5% 60,331 $6.7M
Western Wealth Management, LLC 0.25% Add +19.0% 60,263 $6.7M
Integrated Wealth Concepts LLC 0.05% Add +1.7% 59,599 $6.6M
HSBC Holdings PLC 0.00% Add +6.8% 58,622 $6.5M
Ameraudi Asset Management, Inc. 3.45% Add +9.5% 57,246 $6.3M
Ciovacco Capital Management LLC 3.69% Reduce -2.0% 57,048 $6.3M
CX Institutional 0.19% Add +1.1% 57,016 $6.3M
Jmac Enterprises LLC 1.21% Add +1.4% 56,886 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -36.4% 55,751 $6.2M
HRT Financial LP 0.02% New 55,080 $6.1M
Independent Advisor Alliance 0.07% Add +1340.0% 55,006 $6.1M
Pathstone Holdings, LLC 0.02% Reduce -4.3% 53,637 $5.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -92.4% 53,790 $5.9M
Darwin Wealth Management, LLC 1.81% Add +8.3% 52,377 $5.8M
WealthCare Investment Partners, LLC 1.60% Add +0.5% 51,770 $5.8M
Roundview Capital LLC 0.36% Add +0.4% 51,955 $5.8M
High Note Wealth, LLC 1.13% Reduce -1.0% 51,892 $5.8M
Bonfire Financial 4.29% Add +1.1% 51,369 $5.7M
Colton Groome Financial Advisors, LLC 1.61% Add +4.5% 50,858 $5.6M
Trust Co. of Oklahoma 1.63% Reduce -0.6% 50,566 $5.6M
Baker Avenue Asset Management, LP 0.13% Reduce -7.9% 49,958 $5.5M
Estate Counselors, LLC 0.49% Reduce -40.2% 49,754 $5.5M
3EDGE Asset Management, LP 0.27% Add +23.3% 50,892 $5.5M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -1.5% 48,993 $5.4M
Alliance Private Wealth, LLC 1.94% Reduce -0.7% 48,730 $5.4M
Talon Private Wealth, LLC 0.72% — 48,725 $5.4M
AAFMAA Wealth Management & Trust LLC 2.09% Add +71.8% 48,688 $5.4M
Algorithmic Investment Models, LLC 6.65% Add +17.4% 48,590 $5.4M
SBI Okasan Asset Management Co.Ltd. 0.22% Add +96.5% 48,685 $5.3M
Vaughan David Investments LLC 0.11% Reduce -0.1% 47,091 $5.2M
Toth Financial Advisory Corp. 0.57% Add +5.4% 46,961 $5.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.8% 46,916 $5.2M
Sequoia Financial Advisors, LLC 0.03% Reduce -16.5% 46,226 $5.1M
Monument Capital Management 1.28% Add +0.3% 46,033 $5.1M
Great Valley Advisor Group, Inc. 0.09% Reduce -0.6% 45,604 $5.1M
First Trust Advisors LP 0.00% Reduce -0.4% 45,423 $5.0M
Dumont & Blake Investment Advisors LLC 1.26% Reduce -2.2% 45,300 $5.0M
Vertex Investment Solutions Co., Ltd. 5.79% Add +199.3% 46,100 $5.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.68% Reduce -0.6% 45,194 $5.0M
Compass Wealth Management, LLC 2.12% Add +5.4% 44,843 $5.0M
First Merchants Corp. 0.19% Reduce -5.9% 44,115 $4.9M
5th Street Advisors, LLC 2.07% Reduce -0.8% 43,035 $4.8M
Lido Advisors, LLC 0.02% Reduce -34.5% 43,013 $4.8M
Occidental Asset Management, LLC 0.56% Reduce -39.1% 42,917 $4.8M
TD Waterhouse Canada Inc. 0.01% Add +32.3% 42,121 $4.7M
Cooksen Wealth, LLC 3.38% Add +5.1% 42,027 $4.7M
AlphaCore Capital LLC 0.11% Reduce -10.6% 42,024 $4.7M
Private Advisory Group LLC 0.32% Add +1.6% 41,406 $4.6M
Natixis Advisors, LLC 0.01% Reduce -0.7% 41,065 $4.6M
Gladstone Institutional Advisory LLC 0.17% Reduce -8.6% 41,012 $4.5M
Terra Nova Asset Management LLC 3.35% Reduce -1.2% 40,790 $4.5M
Banque Transatlantique SA 0.11% New 40,195 $4.5M
Victory Financial Group, LLC 0.55% Add +8.1% 40,188 $4.5M
Friedenthal Financial 2.23% Add +0.2% 40,007 $4.4M
Tritonpoint Wealth, LLC 0.47% Add +1.0% 39,765 $4.4M
Daymark Wealth Partners, LLC 0.14% New 39,409 $4.4M
Chemung Canal Trust Co. 0.88% Reduce 0.0% 39,293 $4.4M
Principal Securities, Inc. 0.06% Add +14.2% 39,163 $4.3M
SkyView Investment Advisors, LLC 0.58% Reduce -4.4% 38,701 $4.3M
Fairvoy Private Wealth, LLC 1.01% Add +43.4% 38,021 $4.2M
Stephens Inc. 0.05% Add +5.4% 37,949 $4.2M
Orleans Capital Management Corp. 2.84% Reduce -11.3% 37,930 $4.2M
Matrix Trust Co 0.70% Add +3.7% 37,776 $4.2M
Transamerica Financial Advisors, LLC 0.35% Reduce -11.5% 36,565 $4.1M
Mutual Advisors, LLC 0.09% Reduce -65.5% 36,472 $4.0M
Attessa Capital LLC 2.20% Add +2.9% 36,449 $4.0M
Advisory Services Network, LLC 0.05% Reduce -14.5% 36,087 $4.0M
Venturi Wealth Management, LLC 0.18% Reduce -16.3% 36,049 $4.0M
CDM Financial Counseling Services, Inc. 3.82% Add +0.8% 35,994 $4.0M
GeoWealth Management, LLC 0.14% Add +15.5% 35,766 $4.0M
Salomon & Ludwin, LLC 0.35% Add +8.8% 35,739 $4.0M
Archford Capital Strategies, LLC 0.45% Reduce -6.3% 35,365 $3.9M
Fourth Dimension Wealth, LLC 1.48% Add +3.3% 35,271 $3.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.05% Reduce -2.4% 34,895 $3.9M
Lowe Brockenbrough & Co. Inc. 0.19% Reduce -1.1% 34,795 $3.9M
Wall Street Financial Group, Inc. 2.28% Reduce -0.1% 34,685 $3.8M
Snowden Capital Advisors LLC 0.10% Add +6.1% 34,282 $3.8M
Bank of New York Mellon Corp 0.00% Reduce -14.5% 34,197 $3.8M
Simmons Bank 0.25% Reduce -16.3% 33,749 $3.7M
LightSquare Wealth Management, LLC 2.78% — 33,458 $3.7M
Nelson Capital Management, LLC 0.45% Add +1.7% 33,319 $3.7M
Millennium Management 0.00% Reduce -19.2% 33,238 $3.7M
Syon Capital LLC 0.18% Add +0.4% 33,102 $3.7M
Canton Hathaway, LLC 0.72% Add +1.8% 32,388 $3.6M
Fiduciary Group, LLC 0.31% Add +3.4% 32,368 $3.6M
Level Four Advisory Services, LLC 0.12% Add +2.1% 32,271 $3.6M
Kingstone Capital Partners Texas, LLC 2.19% Reduce -0.8% 32,128 $3.6M
Prime Capital Investment Advisors, LLC 0.04% Add +9.1% 31,879 $3.5M
Federation des caisses Desjardins du Quebec 0.01% Add +0.6% 31,442 $3.5M
Harrell Investment Partners, LLC 0.83% Reduce -8.8% 31,418 $3.5M
Leuthold Group, LLC 0.36% Reduce -12.0% 30,879 $3.4M
Zullo Investment Group, Inc. 1.29% Add +4.1% 30,762 $3.4M
Herbst Group, LLC 2.10% Add +9.9% 30,714 $3.4M
Marion Wealth Management 0.75% Add +1.4% 30,639 $3.4M
Integrated Advisors Network LLC 0.17% Add +5.5% 29,768 $3.3M
Independence Wealth Advisors, LLC 1.75% Add +13.6% 29,642 $3.3M
Laurel Wealth Advisors LLC 0.32% Add +4.9% 28,097 $3.3M
Pallas Capital Advisors LLC 0.12% Reduce -11.7% 29,629 $3.3M
Novare Capital Management LLC 0.26% Add +3.8% 29,625 $3.3M
Clark Financial Services Group Inc. 1.80% Add +4.0% 29,491 $3.3M
Chesapeake Wealth Management 1.00% Reduce -2.6% 29,412 $3.3M
James Investment Research, Inc. 0.37% Reduce -6.0% 29,393 $3.3M
Virtu Financial LLC 0.13% New 29,070 $3.2M
Centennial Bank 1.14% Add +16.3% 28,718 $3.2M
NorthRock Partners, LLC 0.05% Reduce -11.5% 28,203 $3.1M
Strategic Financial Partners, Ltd. 1.33% Reduce -20.2% 27,827 $3.1M
Summit Financial, LLC 0.04% Add +7.4% 27,736 $3.1M
Simplicity Wealth,LLC 0.17% Reduce -20.0% 27,547 $3.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 27,524 $3.1M
PFG Advisors 0.15% Reduce -75.6% 27,389 $3.0M
Cary Street Partners Investment Advisory LLC 0.77% Reduce -1.2% 27,299 $3.0M
Two Sigma Securities, LLC 0.35% Add +38.0% 27,117 $3.0M
Joel Isaacson & Co., LLC 0.10% Add +5.9% 27,045 $3.0M
Apollon Financial, LLC 0.42% Add +28.0% 27,030 $3.0M
PeakShares LLC 2.75% Add +2.0% 27,024 $3.0M
RPg Family Wealth Advisory, LLC 0.62% Reduce -5.5% 26,771 $3.0M
Planwiser Financial, LLC 2.15% Reduce -17.3% 25,256 $3.0M
CTC Alternative Strategies, Ltd. 6.70% Add +10.0% 26,609 $2.9M
Risk Paradigm Group, LLC 2.50% Reduce -5.8% 26,477 $2.9M
Hudson Value Partners, LLC 0.85% Add +12.5% 25,783 $2.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -4.5% 25,634 $2.8M
Markin Asset Management, LP 3.12% Add +20.5% 25,603 $2.8M
MLG Wealth Management DBA Pine Grove Financial Group 0.33% Add +630.3% 25,362 $2.8M
CreativeOne Wealth, LLC 0.07% Add +10.2% 25,348 $2.8M
St. Johns Investment Management Company, LLC 1.16% Reduce -0.4% 24,958 $2.8M
Trust Co 0.26% Add +11.0% 24,863 $2.8M
Smart Portfolios, LLC 2.75% Add +3.7% 24,837 $2.8M
Naples Global Advisors, LLC 0.20% Add +3.8% 24,727 $2.7M
Fortis Group Advisors, LLC 0.45% Add +0.0% 23,520 $2.7M
Clarus Wealth Advisors 1.16% Add +5.3% 24,327 $2.7M
M&T Bank Corp 0.01% Reduce -4.3% 24,374 $2.7M
Arkadios Wealth Advisors 0.04% Add +3.7% 24,313 $2.7M
OpenArc Corporate Advisory, LLC 0.04% Reduce -6.4% 24,124 $2.7M
Regal Investment Advisors LLC 0.15% Add +1.0% 24,116 $2.7M
Cornerstone National Bank & Trust Co 0.97% Add +30.3% 23,764 $2.6M
Delta Financial Advisors LLC 0.69% No change 23,736 $2.6M
Morton Community Bank 0.57% Add +0.7% 23,552 $2.6M
Transcend Capital Advisors, LLC 0.21% Reduce -11.2% 23,102 $2.6M
IAM Advisory, LLC 0.57% Reduce -1.1% 23,094 $2.6M
Dynamic Wealth Strategies, LLC 1.48% Add +24.3% 23,092 $2.6M
WESPAC Advisors SoCal, LLC 0.54% Reduce -3.9% 22,899 $2.5M
Stockman Wealth Management, Inc. 0.28% Add +0.1% 22,821 $2.5M
Butensky & Cohen Financial Security, Inc. 0.66% Add +1.1% 22,773 $2.5M
10Elms LLP 1.74% Add +57.5% 22,580 $2.5M
Colony Family Offices, LLC 0.62% Add +9.3% 22,650 $2.5M
Providence First Trust Co 0.88% Reduce -19.8% 22,486 $2.5M
HB Wealth Management, LLC 0.02% Reduce -0.6% 22,425 $2.5M
Cary Street Partners Financial LLC 0.06% Reduce -1.8% 22,335 $2.5M
Farther Finance Advisors, LLC 0.02% Add +70.4% 22,255 $2.5M
Patten & Patten Inc. 0.15% Reduce -2.0% 22,059 $2.4M
SHUTTLEWORTH & Co 2.21% Add +94.1% 22,055 $2.4M
One Charles Private Wealth Services, LLC 0.61% Reduce -0.3% 22,053 $2.4M
J.W. Cole Advisors, Inc. 0.08% Add +5.3% 21,981 $2.4M
Everstar Asset Management, LLC 1.29% Reduce -5.6% 21,875 $2.4M
Maridea Wealth Management LLC 0.35% Reduce -1.0% 21,704 $2.4M
Holderness Investments Co. 0.48% Reduce -1.7% 21,635 $2.4M
DDD Partners, LLC 0.17% Add +0.9% 21,526 $2.4M
Beacon Pointe Advisors, LLC 0.01% Add +23.1% 21,438 $2.4M
Symmetry Partners, LLC 0.14% Reduce -22.0% 21,437 $2.4M
AMG National Trust Bank 0.05% Add +41.6% 21,350 $2.4M
Harel Insurance Investments & Financial Services Ltd. 0.02% Reduce -97.7% 21,407 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +0.7% 20,942 $2.3M
First International Bank of Israel Ltd. 0.68% Reduce -0.6% 20,767 $2.3M
Bfsg, LLC 0.22% Reduce -6.1% 20,628 $2.3M
Bullock Wealth Management Group 1.14% Reduce -8.1% 20,485 $2.3M
Boltwood Capital Management 0.58% Add +6.3% 20,546 $2.3M
Cypress Capital Group 0.25% No change 20,055 $2.2M
Sigma Planning Corp 0.06% Reduce -4.4% 20,007 $2.2M
World Investment Advisors 0.04% Add +1.8% 19,993 $2.2M
Straightline Group LLC 1.10% Add +5.7% 19,951 $2.2M
Bragg Financial Advisors, Inc 0.07% Add +1.0% 19,919 $2.2M
United Asset Strategies, Inc. 0.18% Add +5.8% 19,862 $2.2M
Sequent Planning LLC 0.53% Add +14.9% 19,676 $2.2M
Redwood Financial Network Corp 1.43% Add +2.0% 19,621 $2.2M
Evercore Wealth Management, LLC 0.03% No change 19,510 $2.2M
Cullen/Frost Bankers, Inc. 0.02% Reduce -15.6% 19,462 $2.2M
Green Ridge Wealth Planning LLC 1.13% Reduce -48.9% 19,371 $2.1M
Country Trust Bank 0.04% Add +3.6% 19,363 $2.1M
Keybank National Association 0.01% Add +5.0% 19,236 $2.1M
Dynamic Advisor Solutions LLC 0.07% Reduce -4.8% 19,235 $2.1M
Point Windward Advisors Inc. 1.08% Add +11.5% 19,216 $2.1M
Per Stirling Capital Management, LLC. 0.23% Add +163.1% 19,147 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.0% 19,116 $2.1M
Okabena Investment Services Inc. 0.40% Add +2.7% 18,880 $2.1M
Sowell Financial Services LLC 0.08% Add +8.4% 18,759 $2.1M
SummitTX Capital, L.P. 0.07% New 18,735 $2.1M
Schorn Wealth LLC 0.63% Add +6.1% 18,719 $2.1M
Waterloo Capital, L.P. 0.15% Reduce -64.6% 18,685 $2.1M
Intrua Financial, LLC 0.22% Reduce -25.3% 18,668 $2.1M
PCG Asset Management, LLC 1.65% Reduce -0.3% 18,622 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Add +7.0% 18,549 $2.1M
Pine Valley Investments Ltd Liability Co 0.10% Add +17.3% 18,517 $2.1M
ES4, LLC 1.31% Add +36.5% 18,255 $2.0M
CFC Planning Co LLC 1.46% Reduce -12.7% 18,245 $2.0M
Commerce Bank 0.01% Add +44.0% 18,175 $2.0M
Realta Investment Advisors 0.70% Reduce -10.5% 18,111 $2.0M
ARS Investment Partners, LLC 0.10% Add +8.1% 17,993 $2.0M
Guardian Asset Advisors, LLC 1.16% Reduce -1.1% 17,959 $2.0M
Choreo, LLC 0.02% Add +0.9% 17,937 $2.0M
Patten Group, Inc. 0.34% Reduce -7.5% 17,756 $2.0M
KKM Financial LLC 0.35% No change 16,671 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -18.2% 17,626 $2.0M
Mendel Capital Management LLC 0.98% — 17,547 $1.9M
Integrity Alliance, Llc. 0.07% Add +318.6% 17,435 $1.9M
Symmetry Investments LP 0.46% Add +7.3% 17,279 $1.9M
Horizon Financial Services, LLC 0.84% Reduce -26.1% 17,220 $1.9M
MontVue Capital Management, Inc. 1.30% Add +3.3% 17,192 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -6.6% 16,921 $1.9M
German American Bancorp, Inc. 0.16% Reduce -3.1% 16,898 $1.9M
EPG Wealth Management LLC 0.50% Add +2.0% 16,632 $1.8M
Bank of Marin 1.35% Reduce -10.9% 16,607 $1.8M
Wall Capital Group, Inc. 1.96% Reduce -23.8% 16,556 $1.8M
AdvisorShares Investments LLC 0.33% Reduce -32.9% 16,430 $1.8M
Tudor Investment Corporation 0.01% Reduce -95.9% 16,398 $1.8M
HBW Advisory Services LLC 0.19% Reduce -16.3% 16,194 $1.8M
Confluence Investment Management LLC 0.03% New 16,120 $1.8M
Fulcrum Equity Management 1.73% Reduce -17.1% 16,005 $1.8M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -68.0% 16,346 $1.8M
Wealthcare Advisory Partners LLC 0.03% Add +12.0% 15,917 $1.8M
Vise Technologies, Inc. 0.03% No change 14,915 $1.8M
Arta Finance Wealth Management LLC 0.86% Add +25.5% 15,767 $1.7M
Cresset Asset Management, LLC 0.01% Add +3.2% 15,704 $1.7M
Haverford Trust Co 0.02% No change 15,615 $1.7M
CWC Advisors, LLC. 0.82% Reduce -0.6% 15,561 $1.7M
Manchester Financial Inc. 0.33% Add +2.6% 15,496 $1.7M
Peterson Wealth Management 1.00% Add +1.9% 15,488 $1.7M
Whittier Trust Co. 0.02% Reduce -10.7% 15,275 $1.7M
Composition Wealth, LLC 0.02% Reduce -3.2% 15,332 $1.7M
Gateway Wealth Partners, LLC 0.07% Add +99.6% 15,328 $1.7M
Sigma Investment Counselors Inc. 0.09% Reduce -3.6% 15,102 $1.7M
IFP Advisors, Inc 0.03% Reduce -81.3% 15,020 $1.7M
DV Trading LLC 0.15% Add +115.7% 14,886 $1.7M
Brown Advisory Inc. 0.00% Reduce -7.0% 14,795 $1.6M
Plimoth Trust Co. LLC 0.36% Add +0.4% 14,589 $1.6M
Cibc World Market Inc. 0.00% Reduce -98.6% 14,556 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.8% 13,858 $1.6M
Constitution Capital LLC 0.80% Reduce -5.6% 14,489 $1.6M
Magnus Financial Group LLC 0.13% Reduce -22.5% 14,436 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% New 14,430 $1.6M
Roberts Wealth Advisors, LLC 0.41% Add +3.1% 14,416 $1.6M
Perennial Investment Advisors, LLC 0.13% Reduce -19.0% 14,330 $1.6M
Global Financial Private Client, LLC 0.52% Add +6.8% 14,233 $1.6M
Bessemer Group Inc. 0.00% Add +3.8% 14,221 $1.6M
NorthCoast Asset Management LLC 0.04% Reduce -74.3% 14,132 $1.6M
Mirador Capital Partners LP 0.22% Reduce -1.9% 14,115 $1.6M
Williams Jones Wealth Management, LLC. 0.02% No change 14,075 $1.6M
Stratos Wealth Advisors, LLC 0.10% Reduce -11.4% 14,047 $1.6M
Dearborn Partners LLC 0.08% No change 13,939 $1.5M
Wexford Capital LP 0.25% New 13,907 $1.5M
Evoke Wealth, LLC 0.03% No change 13,684 $1.5M
RiverGlades Family Offices LLC 0.89% — 13,644 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +2.9% 13,573 $1.5M
Ingalls & Snyder LLC 0.05% Reduce -1.7% 13,518 $1.5M
Harbour Investments, Inc. 0.02% Add +28.5% 13,483 $1.5M
Ironwood Investment Counsel, LLC 0.21% Add +23.3% 13,380 $1.5M
Signet Financial Management, LLC 0.17% Reduce -53.2% 13,378 $1.5M
Advisor Resource Council 0.58% Reduce -3.2% 13,317 $1.5M
Capitol Family Office, Inc. 1.74% No change 12,507 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -2.3% 13,164 $1.5M
Hilltop Holdings Inc. 0.13% Reduce -65.1% 12,984 $1.4M
Nwam LLC 0.08% Reduce -0.6% 12,860 $1.4M
Retirement Planning Group, LLC 0.04% Add +2.3% 12,786 $1.4M
Proffitt & Goodson Inc. 0.22% Add +15.6% 12,741 $1.4M
Koshinski Asset Management, Inc. 0.09% Reduce -5.4% 12,656 $1.4M
Flagstar Securities, Inc. 0.51% Reduce -1.2% 12,582 $1.4M
Ashton Thomas Securities, LLC 0.17% Reduce -6.8% 12,566 $1.4M
Private Wealth Advisors, LLC 0.39% Reduce -51.1% 12,524 $1.4M
UNIVEST FINANCIAL Corp 0.08% Reduce -40.4% 12,490 $1.4M
NewEdge Wealth, LLC 0.02% Add +54.1% 12,460 $1.4M
Investment Management Corp. /Va/ 1.19% Add +1.0% 12,444 $1.4M
LVZ, Inc. 0.16% Add +8.0% 12,298 $1.4M
Institute for Wealth Management, LLC. 0.15% Add +11.4% 12,274 $1.4M
Mosley Wealth Management 0.61% Add +0.0% 11,445 $1.4M
D.A. Davidson & Co. 0.01% Add +1.9% 12,138 $1.3M
Ausdal Financial Partners, Inc. 0.06% Reduce -5.0% 12,071 $1.3M
Bramshill Investments, LLC 0.11% Reduce -52.0% 12,000 $1.3M
Sanchez Gaunt Capital Management, LLC 0.83% — 11,996 $1.3M
Cladis Investment Advisory, LLC 0.73% Add +1.8% 11,989 $1.3M
Associated Banc-Corp 0.04% Reduce -5.1% 11,949 $1.3M
Ascentis Independent Advisors 0.10% Add +38.0% 11,836 $1.3M
A. D. Beadell Investment Counsel, Inc. 0.83% Reduce -2.0% 11,780 $1.3M
SMI Advisory Services, LLC 0.21% Reduce -59.7% 11,666 $1.3M
SCS Capital Management LLC 0.01% Reduce -5.8% 11,632 $1.3M
Pettyjohn, Wood & White, Inc. 0.20% Add +4.0% 11,596 $1.3M
Glenmede Trust Co. NA 0.01% Add +2.4% 11,549 $1.3M
SVB Wealth LLC 0.08% Reduce -4.9% 11,461 $1.3M
Phillips Wealth Planners LLC 0.96% Add +1.0% 10,972 $1.3M
Vilga Financial Planning LLC 1.12% Add +2.4% 11,342 $1.3M
Avidian Wealth Enterprises, LLC 0.04% Reduce -0.6% 11,248 $1.2M
Bailard, Inc. 0.03% No change 11,229 $1.2M
Moors & Cabot, Inc. 0.05% Add +8.3% 11,215 $1.2M
Soltis Investment Advisors LLC 0.08% Reduce -15.2% 11,079 $1.2M
Avior Wealth Management, LLC 0.03% Reduce -4.3% 11,055 $1.2M
Connecticut Wealth Management, LLC 0.05% Add +3.5% 11,031 $1.2M
Black Maple Capital Management LP 0.93% No change 10,970 $1.2M
Prospera Financial Services Inc 0.02% Reduce -73.3% 10,946 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -23.0% 10,916 $1.2M
Farmers National Bank 0.27% Reduce -0.4% 10,894 $1.2M
Howe & Rusling Inc. 0.08% Add +171.7% 10,783 $1.2M
Magnolia Capital Management Ltd. 0.80% Add +16.5% 10,676 $1.2M
Advyzon Investment Management, LLC 0.10% Reduce -22.9% 10,577 $1.2M
Elevation Capital Advisory, LLC 0.50% New 10,554 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -52.9% 10,310 $1.1M
Florida Financial Advisors, LLC 0.27% Reduce -38.6% 10,300 $1.1M
Appleton Partners Inc. 0.08% Reduce -11.9% 10,290 $1.1M
MN Wealth Advisors, LLC 0.56% New 10,291 $1.1M
Schnieders Capital Management, Llc. 0.18% No change 10,183 $1.1M
Arwa LLC 0.55% Reduce -11.3% 9,798 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -8.3% 10,097 $1.1M
First Citizens Financial Corp 0.53% Add +6.7% 10,089 $1.1M
McLaughlin Asset Management, Inc. 1.07% Reduce -0.1% 10,082 $1.1M
Almanack Investment Partners, LLC. 0.19% Reduce -20.8% 10,055 $1.1M
Advisor OS, LLC 0.08% Reduce -44.2% 9,951 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +25.9% 9,910 $1.1M
Jacobi Capital Management LLC 0.06% Add +4.3% 9,901 $1.1M
Keel Point, LLC 0.07% Reduce -17.4% 9,885 $1.1M
Calton & Associates, Inc. 0.16% Reduce -11.6% 9,737 $1.1M
Ridgepath Capital Management LLC 0.53% Reduce -0.2% 9,700 $1.1M
JSF Financial, LLC 0.21% New 9,610 $1.1M
Childress Capital Advisors, LLC 0.19% Reduce -8.9% 9,529 $1.1M
Glenview Trust Co 0.02% Reduce -14.5% 9,456 $1.0M
Atlas Legacy Advisors, LLC 0.19% Add +14.6% 9,373 $1.0M
Beaumont Financial Advisors, LLC 0.07% Add +1.0% 9,348 $1.0M
Legacy Private Trust Co. 0.06% Add +29.2% 9,344 $1.0M
Savant Capital, LLC 0.01% Add +14.3% 9,294 $1.0M
Financial Engines Advisors L.L.C. 0.00% Add +3.5% 9,215 $1.0M
Private Trust Co. NA 0.09% Reduce -15.3% 9,193 $1.0M
Focus Financial Network, Inc. 0.04% Reduce -3.1% 9,061 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.31% Reduce -2.4% 9,021 $1.0M
Qube Research & Technologies Ltd 0.00% Reduce -97.6% 9,004 $998K
Abbot Financial Management, Inc. 0.42% No change 8,946 $992K
Mma Asset Management LLC 0.35% Reduce -2.2% 8,933 $990K
Ieq Capital, LLC 0.00% Reduce -3.0% 8,918 $989K
Flputnam Investment Management Co. 0.01% Reduce -29.1% 8,887 $985K
Wedmont Private Capital 0.03% Reduce -6.2% 8,655 $985K
Wealthgarden F.S. LLC 0.67% Add +4.3% 8,851 $981K
Neuberger Berman Group LLC 0.00% Add +10.9% 8,830 $979K
Creative Financial Designs Inc. 0.06% Add +1.7% 8,731 $968K
Whalerock Point Partners, LLC 0.19% No change 8,707 $965K
Oak Family Advisors, LLC 0.30% Reduce -79.4% 8,692 $964K
Loudon Investment Management, LLC 0.51% No change 8,610 $955K
Mgo One Seven LLC 0.02% Reduce -11.8% 8,555 $949K
1607 Capital Partners, LLC 0.07% New 8,500 $942K
JM2 Capital Inc. 0.78% Add +6.1% 8,484 $940K
Rothschild Wealth LLC 0.08% Reduce -0.7% 8,434 $935K
Fulton Bank, N.A. 0.03% Reduce -1.0% 8,420 $933K
SP Asset Management LLC 0.08% Add +0.3% 8,407 $932K
Silver Oak Securities, Incorporated 0.07% Add +11.2% 8,313 $922K
MKT Advisors LLC 0.31% Add +0.5% 8,158 $912K
Summit Wealth Partners, LLC 0.14% New 8,215 $911K
Apollon Wealth Management, LLC 0.01% Add +14.3% 8,135 $902K
Gotham Asset Management 0.00% Reduce -1.7% 8,115 $900K
Luminist Capital LLC 1.20% Add +12.2% 8,088 $897K
Brookwood Investment Group LLC 0.11% Reduce -33.1% 8,084 $896K
Monetary Management Group Inc. 0.21% No change 8,025 $890K
Brighton Jones LLC 0.02% New 8,003 $887K
Global Endowment Management, LP 0.10% No change 8,000 $887K
Van Cleef Asset Management,Inc 0.10% Reduce -12.2% 7,999 $887K
Pines Wealth Management, LLC 0.29% Reduce -3.9% 7,978 $884K
Elevated Capital Advisors, LLC 0.22% Add +2.9% 7,969 $883K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -62.9% 7,963 $883K
Capstone Wealth Management Group LLC 0.54% No change 7,956 $882K
Kovack Advisors, Inc. 0.05% Add +21.8% 7,930 $881K
PFG Investments, LLC 0.04% Add +4.3% 7,775 $862K
Ally Invest Advisors Inc. 0.06% Reduce -1.0% 7,752 $859K
Wedbush Securities Inc. 0.03% Reduce -27.2% 7,747 $859K
CENTRAL TRUST Co 0.02% No change 7,747 $859K
Hills Bank & Trust Co 0.04% New 7,715 $855K
Circle Wealth Management, LLC 0.01% Add +50.0% 7,706 $854K
Kessler Investment Group, LLC 0.40% Add +24.1% 7,674 $851K
Richardson Financial Services Inc. 0.53% Reduce -0.5% 7,646 $848K
Blue Fin Capital, Inc. 0.14% Add +14.7% 7,609 $844K
Hopwood Financial Services, Inc. 0.57% Reduce -0.6% 7,593 $842K
First Horizon Corp. 0.04% No change 7,588 $841K
Spartan Wealth Advisory Services LLC 0.07% — 7,583 $841K
Peoples Financial Services Corp. 0.40% Reduce -2.7% 7,570 $839K
Contravisory Investment Management, Inc. 0.17% Reduce -41.4% 7,554 $837K
Pure Financial Advisors, LLC 0.01% Reduce -5.8% 7,516 $833K
Larson Financial Group LLC 0.03% Add +22.9% 7,452 $826K
Asset One Wealth Management LLC 0.09% Reduce -0.2% 7,011 $821K
Strategy Asset Managers LLC 0.13% Add +5.1% 7,360 $816K
First Business Financial Services, Inc. 0.07% No change 7,317 $811K
Ifrah Financial Services, Inc. 0.21% Reduce -2.3% 7,288 $808K
Busey Bank 0.02% No change 7,283 $807K
Argent Trust Co 0.03% Reduce -10.4% 7,279 $807K
Golden State Wealth Management, LLC 0.09% Reduce -12.1% 7,262 $805K
Evolve Private Wealth, LLC 0.04% Add +51.3% 7,246 $803K
Scotia Capital Inc. 0.00% Reduce -60.1% 7,224 $801K
Rockingstone Advisors LLC 0.37% No change 7,193 $797K
Kaizen Financial Strategies 0.33% Add +5.6% 6,622 $787K
Rockland Trust Co. 0.03% Reduce -1.7% 7,087 $786K
Blue Chip Partners, LLC 0.06% Reduce -18.9% 7,086 $786K
Agate Pass Investment Management, LLC 0.31% Reduce -29.1% 7,082 $785K
Strategic Blueprint, LLC 0.05% Add +81.9% 7,024 $779K
Madison Wealth Partners, Inc 0.12% Add +2.6% 7,011 $777K
Tompkins Financial Corp. 0.06% No change 7,000 $776K
Meridian Investment Counsel Inc. 0.18% Reduce -0.7% 6,979 $774K
Wealthfront Advisers LLC 0.00% Reduce -22.3% 6,960 $772K
Founders Grove Wealth Partners, LLC 0.17% Reduce -8.8% 6,929 $768K
Barnes Wealth Management Group, Inc 0.39% Add +0.7% 6,906 $766K
Csenge Advisory Group 0.03% Add +2.1% 6,869 $761K
Vontobel Holding Ltd. 0.00% Reduce -61.4% 6,818 $756K
Correct Capital Wealth Management 0.14% No change 6,801 $754K
Leavell Investment Management, Inc. 0.03% Reduce -0.4% 6,730 $746K
Legacy Capital Group California, Inc. 0.28% Reduce -0.7% 6,707 $743K
Joseph P. Lucia & Associates, LLC 0.26% Add +3.4% 6,677 $740K
Howard Capital Management Group, LLC 0.05% Reduce -0.9% 6,660 $738K
Personal Cfo Solutions, LLC 0.10% Add +15.3% 6,651 $737K
Adirondack Trust Co. 0.25% Reduce -3.1% 6,635 $736K
jvl associates llc 0.25% No change 6,625 $734K
Visionary Wealth Advisors 0.03% Add +27.2% 6,591 $731K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -4.0% 6,566 $728K
Ascent Group, LLC 0.03% Reduce -13.1% 6,556 $727K
Burford Brothers, Inc. 0.29% Reduce -2.1% 6,472 $717K
Quantbot Technologies LP 0.03% Add +86.3% 6,412 $711K
D.B. Root & Company, LLC 0.17% Reduce -66.8% 6,364 $706K
Orion Porfolio Solutions, LLC 0.01% Reduce -74.8% 6,352 $704K
Ark Wealth Advisors LLC 0.70% Add +0.1% 6,343 $703K
Elm Partners Management LLC 0.03% Add +193.3% 6,512 $703K
Meridian Wealth Management, LLC 0.02% Add +88.0% 6,333 $702K
DRW Securities, LLC 0.04% Reduce -73.9% 6,331 $702K
Beacon Financial Advisory LLC 0.16% Add +3.8% 6,328 $702K
NBT Bank, N.A. 0.05% Add +23.9% 6,311 $700K
Jacobs Equity LLC 0.62% Add +11.2% 6,268 $695K
United Bank 0.23% New 6,240 $692K
Fearless Solutions, LLC dba Best Invest 0.42% Add +15.3% 6,237 $691K
Flagship Harbor Advisors, LLC 0.03% Reduce -33.7% 6,232 $691K
CIBC Bancorp USA Inc. 0.00% — 6,229 $691K
Banco Santander, S.A. 0.01% Reduce -87.7% 6,193 $687K
MMBG Investment Advisors Co. 0.06% No change 6,150 $682K
Russell Investments Group, Ltd. 0.00% Reduce -2.5% 6,119 $678K
True Vision MN LLC 0.35% Add +15.9% 6,098 $676K
Chicago Wealth Management, Inc. 0.27% Reduce -93.1% 6,091 $675K
Fourpath Capital Management, LLC 0.10% Add +18.5% 6,087 $675K
Lunt Capital Management, Inc. 0.26% Add +6.5% 6,068 $673K
Bulltick Wealth Management, LLC 0.15% Reduce -79.9% 6,019 $667K
Stock Yards Bank & Trust Co. 0.02% Add +14.8% 5,975 $662K
Focus Partners Advisor Solutions, LLC 0.01% Add +32.1% 5,884 $652K
Cullen Capital Management, LLC 0.01% Reduce -98.8% 5,878 $652K
First Citizens Bank & Trust Co. 0.01% Add +6.1% 5,856 $649K
Wealthspire Advisors, LLC 0.01% Add +118.0% 5,846 $648K
Credit Agricole S A 0.00% Add +132.3% 5,762 $639K
Mystic Asset Management, Inc. 0.15% Reduce -12.9% 5,750 $637K
Midwest Trust Co 0.01% Add +0.4% 5,733 $636K
Penobscot Wealth Management 0.19% Add +1.6% 5,733 $636K
Ameritas Advisory Services, LLC 0.02% Reduce -18.7% 5,720 $634K
Iams Wealth Management, LLC 0.22% Reduce -3.3% 5,718 $634K
Perigon Wealth Management, LLC 0.01% Reduce -18.2% 5,637 $625K
Washington Growth Strategies LLC 0.40% Reduce -4.6% 5,569 $617K
Gallacher Capital Management LLC 0.24% Add +15.6% 5,551 $615K
Americana Partners, LLC 0.02% Add +38.5% 5,518 $612K
WT Wealth Management 0.18% Add +22.6% 5,462 $606K
Goodman Advisory Group, LLC 0.16% Add +38.3% 5,457 $605K
Sather Financial Group Inc 0.04% Reduce -0.4% 5,429 $602K
Gryphon Financial Partners LLC 0.06% No change 5,416 $600K
Bedell Frazier Investment Counselling, LLC 0.12% Reduce -4.8% 5,415 $600K
Astra Wealth Partners LLC 0.38% Add +1.4% 5,399 $598K
RCW Management, LLC 0.61% No change 5,367 $595K
McAdam, LLC 0.03% Add +9.6% 5,355 $594K
Manufacturers Life Insurance Company, The 0.00% Add +9.8% 5,330 $591K
Montag A & Associates Inc. 0.03% Reduce -14.3% 5,287 $586K
Caldwell Trust Co 0.05% Reduce -2.3% 5,283 $586K
Access Financial Services, Inc. 0.21% Reduce -20.6% 5,252 $582K
Belpointe Asset Management LLC 0.02% Reduce -45.1% 5,248 $582K
Oakmont Advisory Group, LLC 0.59% Reduce -17.4% 5,233 $580K
Sherman Asset Management, Inc. 0.53% Add +7.6% 5,214 $578K
Nixon Peabody Trust Co. 0.05% No change 5,200 $576K
Choate Investment Advisors 0.01% No change 5,177 $574K
Thompson Davis & Co., Inc. 0.38% Add +3.4% 5,167 $573K
Laurel Oak Wealth Management, LLC 0.10% Reduce -32.6% 5,166 $573K
Monetary Solutions, Ltd 0.55% Add +3.0% 5,156 $572K
QRG Capital Management, Inc. 0.01% Add +115.2% 5,146 $570K
Diversify Wealth Management, LLC 0.01% New 4,944 $570K
Elevation Advisory Partners LLC 0.53% — 4,849 $567K
Stratos Investment Management, LLC 0.02% Add +9.9% 5,110 $567K
TD Asset Management Inc 0.00% New 5,081 $563K
Garden State Investment Advisory Services LLC 0.13% Reduce -51.3% 5,080 $563K
Sunbelt Securities, Inc. 0.04% Reduce -7.7% 5,044 $559K
XTX Topco Ltd 0.01% New 5,042 $559K
Compagnie Lombard Odier SCmA 0.01% No change 5,015 $556K
Verus Capital Partners, LLC 0.04% Add +6.5% 5,005 $555K
Duncker Streett & Co. Inc. 0.11% Add +84.4% 5,001 $554K
Alpine Woods Capital Investors, LLC 0.13% No change 5,000 $554K
Moneta Group Investment Advisors LLC 0.00% Reduce -8.2% 4,992 $553K
Waldron Private Wealth LLC 0.02% No change 4,977 $552K
Pinnacle Financial Partners, Inc. 0.00% Reduce -5.1% 4,959 $550K
Hardy Reed LLC 0.04% No change 4,934 $547K
COFG Advisors, LLC 0.13% Reduce -0.7% 4,919 $545K
AMJ Financial Wealth Management 0.13% Add +6.0% 4,910 $544K
Elevatus Welath Management 0.28% Reduce -5.2% 4,843 $537K
Destiny Wealth Partners, LLC 0.06% No change 4,815 $534K
Disciplined Investors, L.L.C. 0.32% Add +39.0% 4,791 $531K
Hexagon Capital Partners LLC 0.08% New 4,786 $531K
Wesbanco Bank Inc. 0.01% Add +12.3% 4,761 $528K
PW Nova Financial Services LLC 0.14% Add +69.7% 4,758 $527K
AmeriServ Wealth Advisors 0.34% Reduce -19.8% 4,744 $526K
Manchester Capital Management LLC 0.08% No change 4,733 $525K
Regions Financial Corp. 0.00% Reduce -12.5% 4,729 $524K
Mission Wealth Management, LP 0.01% Add +0.8% 4,622 $512K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.4% 4,600 $510K
Inspire Advisors, LLC 0.04% Reduce -12.9% 4,588 $509K
Essex Bank 0.11% No change 4,584 $508K
Fragasso Financial Advisors Inc 0.03% Reduce -18.8% 4,539 $507K
Rollins Financial Advisors, LLC 0.08% Reduce -20.5% 4,556 $505K
Stonebrook Private Inc. 0.11% Reduce -2.0% 4,553 $505K
Kingswood Wealth Advisors, LLC 0.02% Add +1.8% 4,537 $503K
Trust Point Inc. 0.04% Reduce -1.1% 4,524 $502K
Fortis Capital Management LLC 0.07% Add +0.3% 4,524 $501K
Crews Bank & Trust 0.07% Reduce -3.2% 4,490 $498K
Westbourne Investments, Inc. 0.24% No change 4,480 $497K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -51.4% 4,479 $497K
First United Bank & Trust 0.16% Reduce -21.7% 4,460 $494K
Valeo Financial Advisors, LLC 0.01% Add +2.3% 4,454 $494K
One Day In July LLC 0.04% Add +4.8% 4,451 $493K
Garrett Wealth Advisory Group, LLC 0.09% No change 4,428 $491K
Portfolio Resources Advisor Group, Inc. 0.49% Add +0.4% 4,406 $488K
United Advisor Group, LLC 0.06% Reduce -7.5% 4,394 $487K
Empower Advisory Group, LLC 0.00% Add +79.4% 4,373 $485K
Strategic Investment Advisors / MI 0.03% Add +107.5% 4,354 $483K
Centennial Wealth Advisory LLC 0.12% Reduce -0.1% 4,346 $482K
MRWM Advisors, LLC 0.26% No change 4,335 $481K
Gsa Capital Partners LLP 0.03% Add +38.8% 4,330 $480K
Safe Harbor Fiduciary, LLC 0.46% Add +1.5% 4,325 $479K
Camelot Technology Advisors, Inc. 0.35% Reduce -2.0% 4,309 $478K
Cercano Management LLC 0.02% No change 4,267 $473K
Rhodes Investment Advisors Inc. 0.41% Reduce -4.5% 4,255 $472K
Financial Advisors Network, Inc. 0.07% Reduce -7.0% 4,246 $471K
Churchill Financial Advisors, LLC 0.10% New 4,185 $464K
Xcel Wealth Management, LLC 0.13% No change 4,159 $461K
Jefferies Financial Group Inc. 0.01% Add +38.9% 4,151 $460K
Fairview Capital Investment Management, LLC 0.02% New 4,141 $459K
Hyundai Investments Co., Ltd. 0.52% Reduce -24.5% 4,252 $459K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -46.2% 4,098 $458K
Citizens Financial Group Inc. 0.01% Reduce -21.0% 4,109 $456K
Main Street Financial Solutions, LLC 0.03% Add +4.3% 4,086 $453K
Vident Advisory, LLC 0.00% Reduce -23.2% 4,039 $448K
Seven Springs Wealth Group, LLC 0.11% No change 4,027 $446K
Eastern Bank 0.01% Reduce -26.3% 4,022 $446K
Thompson David Blair 0.25% Reduce -39.3% 4,013 $445K
Hourglass Capital, LLC 0.09% No change 4,000 $443K
Capstone Investment Advisors, LLC 0.00% New 3,996 $443K
Welch Group, LLC 0.02% Reduce -21.5% 3,992 $443K
Arrow Financial Corp 0.04% No change 3,955 $438K
Maripau Wealth Management LLC 0.19% Add +1.1% 3,938 $437K
Swmg, LLC 0.12% Reduce -6.6% 3,923 $435K
Harvey Capital Management Inc. 0.10% No change 3,905 $433K
Brooklyn Investment Group 0.01% Add +37.4% 3,901 $432K
Caprock Group, LLC 0.01% No change 3,851 $427K
Councilmark Asset Management, LLC 0.24% No change 3,800 $421K
Curat Global, LLC 0.41% Add +3008.2% 3,792 $420K
Chilton Capital Management LLC 0.01% Reduce -1.6% 3,786 $420K
Lake Street Private Wealth, LLC 0.05% Add +83.8% 3,780 $419K
Balefire, LLC 0.08% Reduce -32.0% 3,768 $418K
Acorns Advisers, LLC 0.00% Add +11.7% 3,758 $417K
Penobscot Investment Management Company, Inc. 0.03% Reduce -13.2% 3,756 $416K
Waystone Advisors LLC 0.37% Add +0.8% 3,751 $416K
Greystone Financial Group, LLC 0.12% Reduce -32.4% 3,698 $410K
Legacy Edge Advisors, LLC 0.04% New 3,634 $403K
Tyche Wealth Partners LLC 0.06% Add +0.2% 3,625 $402K
Samara Investment Management, LLC 0.42% — 3,623 $402K
Daybright Advisory Services, Inc. 0.11% No change 3,607 $400K
Elevation Wealth Management LLC 0.37% Add +75.2% 3,603 $399K
Amplius Wealth Advisors, LLC 0.03% No change 3,571 $396K
Stenger Family Office, LLC 0.07% No change 3,540 $392K
Founders Financial Alliance, LLC 0.07% Add +2.9% 3,537 $392K
Trexquant Investment LP 0.00% Add +67.8% 3,536 $392K
First Wilshire Securities Management Inc. 0.09% No change 3,500 $388K
Lebenthal Global Advisors, LLC 0.06% Reduce -16.1% 3,500 $388K
Blue Trust, Inc. 0.00% Reduce -24.3% 3,479 $386K
Ethos Financial Group, LLC 0.03% Reduce -49.7% 3,476 $385K
Walsh & Associates, LLC 0.38% Reduce -4.3% 3,466 $384K
MWA Asset Management 0.21% Reduce -2.3% 3,445 $382K
VestGen Advisors, LLC 0.01% Reduce -25.0% 3,293 $382K
MassMutual Private Wealth & Trust, FSB 0.01% Add +267.4% 3,435 $381K
BLB&B Advisors, LLC 0.02% Reduce -92.0% 3,426 $380K
Zhang Financial LLC 0.01% New 3,415 $379K
Coyle Financial Counsel LLC 0.08% No change 3,413 $378K
Viawealth, LLC 0.21% No change 3,409 $378K
Flow Traders U.S. LLC 0.01% Reduce -78.8% 3,391 $376K
Charter Oak Capital Management, LLC 0.03% Reduce -16.4% 3,360 $372K
Coordinated Financial Services, Inc. 0.22% Reduce -4.8% 3,356 $372K
CHICAGO TRUST Co NA 0.06% No change 3,342 $370K
Arlington Financial Advisors, LLC 0.05% No change 3,318 $368K
Park Place Capital Corp 0.07% New 3,307 $367K
Leo Wealth, LLC 0.03% Add +8.3% 3,284 $364K
Capital Management Associates, Inc 0.08% No change 3,265 $362K
Provident Co of the Employees of the Hebrew University LTD 0.57% No change 3,254 $361K
Savvy Advisors, Inc. 0.01% Reduce -11.9% 3,233 $358K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -19.3% 3,224 $357K
SkyOak Wealth, LLC 0.07% No change 3,223 $357K
Sagespring Wealth Partners, LLC 0.01% Reduce -5.4% 3,214 $356K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +10.8% 3,213 $356K
Richard W. Paul & Associates, LLC 0.12% Reduce -0.3% 3,190 $354K
Axim Planning & Wealth 0.43% Reduce -7.8% 3,175 $352K
Midwest Financial Group LLC 0.15% Add +0.1% 3,151 $349K
KDK Private Wealth Management, LLC 0.32% Reduce -2.3% 3,149 $349K
Intrepid Financial Planning Group LLC 0.14% No change 3,146 $349K
Prostatis Group LLC 0.09% Reduce -22.7% 3,120 $346K
Investment Management Trust, LLC 0.34% — 3,113 $345K
Innova Wealth Partners 0.16% Reduce -92.3% 3,109 $345K
GWN Securities Inc. 0.07% Add +1.2% 3,099 $344K
Bokf, NA 0.01% Reduce -7.5% 3,077 $341K
Insigneo Advisory Services, LLC 0.02% Add +3.8% 3,070 $340K
Intrust Bank NA 0.03% No change 3,056 $339K
Tranquilli Financial Advisor LLC 0.20% Add +4.5% 3,046 $338K
Gallagher Fiduciary Advisors, LLC 0.01% Add +50.0% 3,036 $337K
TCFG Wealth Management, LLC 0.13% Reduce -0.2% 3,022 $335K
TCFG Investment Advisors, LLC 0.13% — 3,022 $335K
Chilton Investment Co. Inc. 0.01% No change 3,021 $335K
Severin Investments, LLC 0.29% Add +0.9% 3,012 $334K
5T Wealth, LLC 0.13% New 3,007 $333K
Wealthedge Investment Advisors, LLC 0.12% Reduce -0.9% 3,004 $333K
Brown Brothers Harriman & Co. 0.00% Reduce -30.0% 2,991 $332K
Ballast Rock Private Wealth LLC 0.18% Reduce -11.6% 2,979 $330K
TBH Global Asset Management, LLC 0.07% New 2,945 $327K
Visionary Horizons, LLC 0.16% New 2,930 $325K
Sharp Wealth Advisory, LLC 0.16% Reduce -95.6% 2,930 $325K
True Link Financial Advisors, LLC 0.02% Reduce -1.8% 2,924 $324K
Jaffetilchin Investment Partners, LLC 0.02% Add +2.5% 2,865 $318K
SC&H Financial Advisors, Inc. 0.05% No change 2,855 $317K
Goelzer Investment Management, Inc. 0.02% New 2,852 $316K
Alliancebernstein L.P. 0.00% New 2,684 $316K
Larry Mathis Financial Planning, LLC 0.28% New 2,844 $315K
Kane Investment Management, Inc. 0.16% Reduce -4.3% 2,834 $314K
PEAK6 LLC 0.01% New 2,834 $314K
YHB Investment Advisors, Inc. 0.02% Add +24.0% 2,829 $314K
OneAscent Financial Services LLC 0.02% New 2,794 $310K
Purewater Capital LLC 0.30% — 2,781 $308K
May Hill Capital, LLC 0.08% No change 2,771 $307K
BOK Financial Private Wealth, Inc. 0.02% No change 2,770 $307K
FCG Investment Co 0.13% — 2,768 $307K
Tocqueville Asset Management L.P. 0.00% Reduce -98.5% 2,768 $307K
Journey Strategic Wealth LLC 0.01% Reduce -6.9% 2,751 $305K
Nadler Financial Group, Inc. 0.03% No change 2,735 $303K
Ring Mountain Capital, LLC 0.17% Reduce -1.8% 2,731 $303K
Accel Wealth Management 0.08% Add +5.6% 2,730 $303K
LVW Advisors, LLC 0.03% New 2,713 $301K
Atlanta Consulting Group Advisors, LLC 0.06% Add +15.9% 2,708 $300K
Brady Family Wealth, LLC 0.09% No change 2,687 $298K
Empowered Funds, LLC 0.00% Reduce -24.0% 2,674 $296K
Mitchell Sinkler & Starr 0.14% Reduce -6.3% 2,670 $296K
Encompass More Asset Management 0.05% Reduce -91.0% 2,668 $296K
CrossGen Wealth, LLC 0.26% Add +0.5% 2,661 $295K
Facet Wealth, Inc. 0.01% Add +18.6% 2,657 $295K
Sageworth Trust Co 0.01% No change 2,634 $292K
Icon Wealth Advisors, LLC 0.02% No change 2,532 $292K
1ST Source Bank 0.01% Add +32.5% 2,631 $292K
Nautilus Advisors LLC 0.20% No change 2,625 $291K
Apella Capital, LLC 0.00% New 2,428 $289K
Vista Investment Management 0.10% Add +2.6% 2,606 $289K
Oxford Financial Group, LTD. LLC 0.02% No change 2,600 $288K
Allworth Financial LP 0.00% Add +1.9% 2,554 $283K
Aprio Wealth Management, LLC 0.02% Add +6.6% 2,552 $283K
Harbor Asset Planning, Inc. 0.24% Add +4.1% 2,541 $282K
Fiduciary Alliance LLC 0.02% Reduce -19.8% 2,380 $279K
Ironwood Financial, llc 0.05% No change 2,519 $279K
Avestar Capital, LLC 0.02% Reduce -96.9% 2,518 $279K
Sava Infond d.o.o. 0.04% New 2,500 $277K
Byrne Asset Management LLC 0.16% Reduce -1.8% 2,476 $274K
InTrack Investment Management Inc 0.16% Add +2.4% 2,468 $274K
Acropolis Investment Management, LLC 0.01% Add +0.1% 2,462 $273K
Tranquility Partners, LLC 0.10% No change 2,429 $269K
Narus Financial Partners, LLC 0.07% Add +2.0% 2,424 $269K
Crestwood Advisors Group, LLC 0.00% No change 2,422 $269K
World Equity Group, Inc. 0.07% Reduce -0.3% 2,401 $266K
Quartz Partners, LLC 0.10% Add +9.1% 2,359 $262K
BCS Wealth Management 0.05% Reduce -50.0% 2,358 $261K
Debussy Capital Management LP 0.04% No change 2,353 $261K
EverSource Wealth Advisors, LLC 0.01% Add +0.7% 2,340 $259K
Clark Capital Management Group, Inc. 0.00% Add +12.7% 2,322 $257K
Montecito Bank & Trust 0.04% No change 2,318 $257K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 2,173 $256K
Teamwork Financial Advisors, LLC 0.03% Add +12.4% 2,305 $256K
Tounjian Advisory Partners, LLC 0.09% Reduce -1.0% 2,292 $254K
Ehrlich Financial Group 0.14% Reduce -38.7% 2,276 $252K
Portside Wealth Group, LLC 0.03% New 2,272 $252K
Kanawha Capital Management LLC 0.02% No change 2,270 $252K
Deutsche Bank AG 0.00% No change 2,258 $250K
Triton Financial Group Inc 0.44% New 2,184 $250K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -1.4% 2,244 $249K
NWF Advisory Services Inc. 0.03% Reduce -8.8% 2,236 $248K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -4.5% 2,229 $247K
Sterling Investment Management, LLC 0.15% Reduce -0.9% 2,216 $246K
Turtle Creek Wealth Advisors, LLC 0.02% Add +9.9% 2,210 $245K
Aries Wealth Management 0.05% No change 2,209 $245K
Unique Wealth, LLC 0.03% New 2,194 $243K
Juncture Wealth Strategies, LLC 0.08% Reduce -5.9% 2,169 $240K
Sovereign Financial Group, Inc. 0.04% No change 2,167 $240K
Manske Wealth Management 0.07% No change 2,155 $239K
Aptus Capital Advisors, LLC 0.00% Reduce -8.4% 2,149 $238K
Wetzel Investment Advisors, Inc. 0.09% Reduce -0.3% 2,129 $236K
Total Wealth Planning & Management, Inc. 0.19% Reduce -39.7% 2,123 $235K
First National Trust Co 0.01% Reduce -43.4% 2,120 $235K
Advisors Capital Management, LLC 0.00% New 2,109 $234K
Fifth Third Wealth Advisors LLC 0.01% Reduce -80.3% 2,102 $233K
Meridian Financial Advisors, LLC 0.13% No change 2,100 $233K
Entelevest, LLC 0.24% Add +11.5% 2,099 $233K
White Lighthouse Investment Management Inc. 0.03% No change 2,096 $232K
Axecap Investments, LLC 0.16% New 2,093 $232K
LPWM LLC 0.06% Reduce -32.1% 2,086 $231K
Resolute Wealth Advisor, Inc. 0.13% — 2,067 $229K
Farmers Trust Co. 0.04% Reduce -17.9% 2,065 $229K
Canopy Partners, LLC 0.08% Reduce -0.7% 2,059 $228K
Interchange Capital Partners, LLC 0.07% Add +2.4% 2,363 $228K
CRA Financial Services, LLC 0.03% No change 2,053 $228K
Clark Asset Management, LLC 0.02% Reduce -12.5% 2,041 $226K
2UniFi Bank 0.11% No change 2,023 $224K
Kennicott Capital Management LLC 0.12% Reduce -2.6% 2,022 $224K
Graves Light Lenhart Wealth, Inc. 0.02% No change 1,998 $221K
W.H. Cornerstone Investments Inc. 0.14% Add +0.3% 1,996 $221K
Talisman Wealth Advisors LLC 0.18% Reduce -39.1% 1,992 $221K
Intelligence Driven Advisers, LLC 0.04% Add +12.3% 1,988 $220K
Everpar Advisors LLC 0.08% New 1,981 $220K
Silverlake Wealth Management LLC 0.05% Add +0.3% 1,969 $218K
Y.D. More Investments Ltd 0.01% No change 2,000 $218K
Rosenberg Matthew Hamilton 0.04% No change 1,930 $214K
Broadleaf Partners, LLC 0.05% No change 1,924 $213K
Optivise Advisory Services LLC 0.13% Reduce -8.7% 1,919 $213K
Vertrix Wealth Management, LLC 0.08% — 1,915 $212K
FSM Wealth Advisors, LLC 0.03% Reduce -4.2% 1,914 $212K
Essex Financial Services, Inc. 0.01% Reduce -0.9% 1,912 $212K
Key Financial Inc 0.04% No change 1,909 $212K
Integrity Advisory Solutions, LLC 0.03% New 1,908 $212K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -44.5% 1,908 $212K
Managed Asset Portfolios, LLC 0.03% No change 1,897 $210K
Edgestream Partners, L.P. 0.01% Reduce -88.9% 1,896 $210K
GAMMA Investing LLC 0.01% Add +4.6% 1,890 $210K
Premier Private Wealth Management LLC 0.22% New 1,889 $209K
Fjell Capital, LLC 0.16% New 1,887 $209K
Central Valley Advisors, LLC 0.06% No change 1,886 $209K
Patron Partners, LLC 0.09% Reduce -0.5% 1,882 $209K
Impact Partnership Wealth, LLC 0.03% Reduce -21.6% 1,880 $208K
Black Swift Group, LLC 0.04% Reduce -50.5% 1,875 $208K
Dopkins Wealth Management, LLC 0.08% No change 1,868 $207K
M.E. Allison & Co., Inc. 0.14% Add +2.4% 1,862 $206K
Caldwell Sutter Capital, Inc. 0.08% No change 1,862 $206K
Cottage Street Advisors LLC 0.09% Add +0.1% 1,861 $206K
Acute Investment Advisory, LLC 2.29% Reduce -2.5% 1,842 $204K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -51.5% 1,841 $204K
JFS Wealth Advisors, LLC 0.01% No change 1,832 $203K
Cape Ann Savings Bank 0.10% Reduce -0.1% 1,831 $203K
BBR Partners, LLC 0.01% No change 1,827 $203K
Addison Advisors LLC 0.04% No change 1,813 $201K
Certuity, LLC 0.01% Reduce -19.9% 1,783 $198K
Bank of New Hampshire 0.04% Reduce -2.8% 1,761 $195K
Activest Wealth Management 0.03% Add +0.1% 1,724 $191K
UMB Bank, n.a. 0.00% No change 1,714 $190K
Private Wealth Asset Management, LLC 0.02% No change 1,665 $185K
Tucker Asset Management LLC 0.05% Reduce -93.8% 1,648 $183K
Arax Advisory Partners 0.01% Reduce -28.2% 1,573 $175K
CVA Family Office, LLC 0.02% Reduce -6.1% 1,576 $175K
Arkos Global Advisors 0.02% New 1,559 $173K
Smartleaf Asset Management LLC 0.01% Reduce -13.5% 1,588 $171K
Ogorek Anthony Joseph /NY/ 0.05% Reduce -11.9% 1,549 $171K
Plante Moran Financial Advisors, LLC 0.01% Reduce -14.0% 1,508 $167K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 1,439 $159K
Capital Analysts, LLC 0.00% Add +8.0% 1,435 $159K
Parallel Advisors, LLC 0.00% Reduce -24.9% 1,419 $157K
MV Capital Management, Inc. 0.02% No change 1,386 $154K
Bayban 0.13% No change 1,355 $150K
Lanark Financial, Inc. 0.01% Add +1.4% 1,331 $148K
Raffa Wealth Management, LLC 0.02% No change 1,328 $147K
Clearstead Advisors, LLC 0.00% Add +12.7% 1,291 $143K
Global Trust Asset Management, LLC 0.05% Reduce -7.3% 1,280 $142K
Franklin Resources Inc. 0.00% Reduce -96.4% 1,269 $141K
Jackson Hole Capital Partners, LLC 0.02% Add +0.1% 1,268 $141K
Scarborough Advisors, LLC 0.02% Reduce -1.9% 1,260 $140K
Purpose Unlimited Inc. 0.01% Add +94.5% 1,249 $138K
Signaturefd, LLC 0.00% Add +14.2% 1,212 $134K
Webster Bank, N. A. 0.01% Reduce -1.6% 1,146 $127K
Colonial Trust Advisors 0.01% Reduce -8.1% 1,135 $126K
Hantz Financial Services, Inc. 0.00% Add +58.4% 1,126 $125K
Signature Resources Capital Management, LLC 0.06% Add +1.6% 1,113 $123K
SJS Investment Consulting Inc. 0.01% Reduce -3.9% 1,101 $122K
Cornerstone Planning Group LLC 0.02% Reduce -3.6% 1,022 $118K
City Holding Co. 0.01% Add +76.3% 1,040 $115K
Independence Bank of Kentucky 0.01% Reduce -9.6% 1,039 $115K
Aventura Private Wealth, LLC 0.04% Add +7.4% 1,018 $113K
Geneos Wealth Management Inc. 0.00% No change 1,007 $112K
Winch Advisory Services, LLC 0.02% Add +0.3% 962 $107K
Financial Consulate, Inc. 0.01% No change 961 $107K
Investors Research Corp 0.02% No change 951 $105K
Comprehensive Financial Planning, Inc. 0.07% Add +0.3% 941 $104K
Weaver Capital Management LLC 0.02% Reduce -2.8% 940 $104K
Bangor Savings Bank 0.01% No change 931 $103K
FAS Wealth Partners, Inc. 0.01% Add +1560.7% 930 $103K
Barnes Dennig Private Wealth Management LLC 0.10% Reduce -0.5% 922 $102K
North Star Investment Management Corp. 0.01% New 914 $101K
Align Financial, LLC 0.06% Reduce -99.2% 904 $100K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -75.0% 897 $99K
First Community Trust NA 0.07% Add +12.8% 896 $99K
Banque Cantonale Vaudoise 0.00% No change 859 $95K
Trask Adam Roland 0.09% — 836 $93K
Ancora Advisors LLC 0.00% No change 818 $91K
International Assets Investment Management, LLC 0.01% Reduce -0.7% 814 $91K
Rice Partnership, LLC 0.01% Add +2.4% 816 $90K
Avalon Trust Co 0.01% No change 807 $89K
Paladin Advisory Group, LLC 0.07% No change 807 $89K
Triumph Capital Management 0.02% Add +6.9% 807 $89K
Parkside Financial Bank & Trust 0.01% Reduce -53.6% 802 $89K
LFA - Lugano Financial Advisors SA 0.05% No change 801 $89K
3Chopt Investment Partners, LLC 0.02% New 784 $87K
Wellington Grp LLC 0.03% Reduce -21.3% 773 $86K
Dagco, Inc. 0.02% New 770 $85K
Nemes Rush Group LLC 0.01% Add +2.4% 730 $81K
Harbor Investment Advisory, LLC 0.01% Reduce -34.6% 726 $80K
Capital Investment Advisory Services, LLC 0.01% Add +41.0% 722 $80K
Provident Wealth Management, LLC 0.02% No change 711 $79K
Valley Wealth Managers, Inc. 0.01% Add +22.4% 705 $78K
Hilton Head Capital Partners, LLC 0.04% No change 698 $77K
Transce3nd, LLC 0.67% Reduce -0.1% 684 $76K
Godsey & Gibb, Inc. 0.01% No change 683 $76K
St Germain D J Co. Inc. 0.00% Reduce -71.0% 678 $75K
Glen Eagle Advisors, LLC 0.01% Add +12.6% 642 $71K
Integrity Financial Corp 0.03% Add +0.3% 630 $70K
Clayton Financial Group LLC 0.03% No change 584 $65K
Cassaday & Co Wealth Management LLC 0.00% New 572 $63K
National Bank of Canada 0.00% Reduce -22.2% 562 $63K
Rossby Financial, LCC 0.01% Add +165.2% 557 $62K
Hazlett, Burt & Watson, Inc. 0.02% No change 547 $61K
Missouri Trust & Investment Co 0.02% Reduce -1.8% 542 $60K
Medallion Wealth Advisors, LLC 0.02% Reduce -6.7% 530 $59K
Wilmington Savings Fund Society, FSB 0.00% No change 519 $58K
Root Financial Partners, LLC 0.00% Add +48.0% 506 $56K
TIAA Wealth Investment Management LLC 0.00% — 508 $56K
West Branch Capital LLC 0.01% No change 499 $55K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 495 $55K
Farmers & Merchants Investments Inc. 0.00% No change 495 $55K
Community Bank, N.A. 0.01% Add +4.4% 495 $55K
Sage Mountain Advisors LLC 0.00% No change 493 $55K
Fairway Wealth LLC 0.01% New 491 $54K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -94.8% 489 $54K
Twin Peaks Wealth Advisors, LLC 0.01% New 482 $53K
Avion Wealth 0.01% Add +185.9% 486 $53K
Exchange Traded Concepts, LLC 0.00% New 478 $53K
Investment Research & Advisory Group, Inc. 0.02% New 135 $49K
Register Financial Advisors LLC 0.02% No change 439 $49K
BankPlus Trust Department 0.01% No change 435 $48K
Strategic Wealth Partners, Ltd. 0.00% Reduce -92.9% 430 $48K
SBI Securities Co., Ltd. 0.00% Reduce -5.5% 427 $47K
Townsend Asset Management Corp. /NC/ 0.02% New 426 $47K
Retiremitten Financial LLC 0.02% — 426 $47K
Global Wealth Strategies & Associates 0.01% No change 402 $45K
Morse Asset Management, Inc 0.01% No change 400 $44K
Salem Investment Counselors Inc. 0.00% New 397 $44K
Truvestments Capital LLC 0.01% Add +0.3% 391 $43K
Trifecta Capital Advisors, LLC 0.01% No change 391 $43K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 389 $43K
SouthState Bank Corp 0.00% Reduce -20.2% 384 $43K
United Community Bank 0.01% No change 380 $42K
Roxbury Financial LLC 0.04% Add +0.5% 379 $42K
Birchbrook, Inc. 0.02% No change 378 $42K
Signature Equity Partners, LLC 0.02% Add +7.6% 369 $41K
HHM Wealth Advisors, LLC 0.00% Reduce -58.9% 368 $41K
Crewe Advisors LLC 0.00% Reduce -19.9% 366 $41K
Silver Grove Financial Group, Inc. 0.03% New 360 $40K
Westside Investment Management, Inc. 0.01% Reduce -10.1% 356 $40K
MCF Advisors LLC 0.00% No change 356 $39K
Wilkerson Advisory Group LLC 0.01% No change 342 $38K
NFSG Corp 0.01% Add +1.2% 341 $38K
Pacifica Partners Inc. 0.01% No change 325 $36K
Greykasell Wealth Strategies, Inc. 0.01% Add +15.6% 311 $34K
Atlantic Union Bankshares Corp 0.00% Add +43.2% 305 $34K
Innovative Asset Advisors Group, LLC 0.02% — 305 $33K
BankChampaign, National Association 0.03% New 290 $32K
American National Bank & Trust 0.00% Reduce -3.3% 290 $32K
Red Tortoise LLC 0.01% Add +0.4% 279 $31K
Anchor Investment Management, LLC 0.00% Add +10.0% 275 $30K
Napier Financial, LLC 0.01% New 269 $30K
Delta Asset Management LLC 0.00% No change 263 $29K
First Command Advisory Services, Inc. 0.00% No change 255 $28K
High Point Wealth Management, LLC 0.03% Reduce -82.4% 251 $28K
Seal Cove Capital, LLC 0.02% Add +4.6% 250 $28K
Financial Life Planners 0.02% New 247 $27K
Ameritas Investment Partners, Inc. 0.00% No change 246 $27K
Solstein Capital, LLC 0.01% No change 243 $27K
Pioneer Family Office, LLC 0.02% Add +0.4% 242 $27K
Biltmore Family Office, LLC 0.00% Reduce -65.2% 241 $27K
Archer Investment Corp 0.01% Reduce -2.2% 227 $25K
Steigerwald, Gordon & Koch Inc. 0.00% No change 227 $25K
Smallwood Wealth Investment Management, LLC 0.01% No change 226 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 214 $25K
FWL Investment Management, LLC 0.01% New 217 $24K
Gill Capital Partners, LLC 0.01% New 216 $24K
Bogart Wealth, LLC 0.00% No change 215 $24K
GHP Investment Advisors, Inc. 0.00% New 200 $22K
Asset Dedication, LLC 0.00% Add +206.6% 187 $21K
Sound Income Strategies, LLC 0.00% Reduce -33.3% 186 $21K
Oakworth Capital, Inc. 0.00% No change 185 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -6.6% 183 $20K
Pacific Center for Financial Services 0.01% No change 180 $20K
Eukles Asset Management 0.01% Reduce -2.2% 179 $20K
Versant Capital Management, Inc 0.00% No change 176 $20K
Provenance Wealth Advisors, LLC 0.00% No change 173 $19K
McIlrath & Eck, LLC 0.00% No change 172 $19K
Miller Capital Partners, Inc. 0.01% No change 164 $18K
Nvwm, LLC 0.00% Reduce -27.8% 164 $18K
Kilter Group LLC 0.01% No change 162 $18K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 152 $17K
Guardian Wealth Advisors, LLC / NC 0.00% New 152 $17K
Costello Asset Management, INC 0.01% No change 151 $17K
Gladwyn Financial Advisors, Inc. 0.01% Reduce -60.5% 150 $17K
Advocate Investing Services LLC 0.01% No change 150 $17K
Glassman Wealth Services 0.00% No change 150 $17K
MidFirst Bank 0.00% No change 150 $17K
Johnson Financial Group, Inc. 0.00% No change 148 $16K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 147 $16K
Valley National Advisers Inc. 0.00% No change 147 $16K
Hickory Point Bank & Trust 0.01% New 141 $16K
GGM Financial LLC 0.01% No change 138 $15K
Stone House Investment Management, LLC 0.00% New 138 $15K
Trust Co. of Toledo NA 0.00% No change 136 $15K
Financial Management Professionals, Inc. 0.00% New 135 $15K
Phillips Financial Management, LLC 0.00% No change 135 $15K
Synergy Investment Management, LLC 0.00% New 134 $15K
NorthAvenue LLC 0.01% No change 128 $14K
Tidemark, LLC 0.00% Add +176.1% 127 $14K
one8zero8, LLC 0.00% No change 125 $14K
Lodestone Wealth Management LLC 0.01% No change 123 $14K
Family Manage LLC 0.00% No change 123 $14K
Curio Wealth, LLC 0.00% Reduce -61.0% 120 $13K
GW&K Investment Management, LLC 0.00% New 120 $13K
Dunhill Financial, LLC 0.00% No change 117 $13K
Barrett & Company, Inc. 0.00% Add +0.9% 115 $13K
Wagner Wealth Management, LLC 0.00% No change 114 $13K
Ankerstar Wealth, LLC 0.01% No change 111 $12K
Pursuit Wealth Strategies, LLC 0.02% No change 110 $12K
Vision Retirement, LLC 0.00% New 109 $12K
Financial Connections Group, Inc. 0.00% No change 115 $12K
Union Savings Bank 0.01% Add +42.7% 107 $12K
Center for Financial Planning, Inc. 0.00% New 105 $12K
Marshall Investment Management, LLC 0.01% New 102 $11K
True Wealth Design, LLC 0.00% New 100 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $11K
Central Pacific Bank - Trust Division 0.00% No change 94 $10K
Rakuten Securities, Inc. 0.00% Add +76.9% 92 $10K
Nova Wealth Management, Inc. 0.01% New 87 $10K
Philadelphia Investment Partners, LLC 0.01% — 69 $8K
Tower View Wealth Management LLC 0.00% No change 68 $8K
Reyes Financial Architecture, Inc. 0.01% New 68 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 68 $8K
N.E.W. Advisory Services LLC 0.00% No change 68 $8K
Cherry Tree Wealth Management, LLC 0.00% New 67 $7K
KERR FINANCIAL PLANNING Corp 0.01% New 62 $7K
Decker Retirement Planning Inc. 0.00% New 64 $7K
Covestor Ltd 0.00% Reduce -4.5% 63 $7K
First PREMIER Bank 0.00% No change 62 $7K
Evermay Wealth Management LLC 0.00% New 51 $6K
Gold Investment Management Ltd. 0.00% No change 50 $6K
Legacy Wealth Managment, LLC 0.00% No change 49 $5K
United Financial Planning Group LLC 0.00% No change 46 $5K
Rexford Capital Inc. 0.00% New 45 $5K
Acumen Wealth Advisors, LLC 0.00% New 40 $4K
Millstone Evans Group, LLC 0.00% No change 40 $4K
Caitlin John, LLC 0.00% Reduce -76.9% 37 $4K
Legacy Bridge, LLC 0.00% No change 37 $4K
Founders Capital Management 0.00% Reduce -66.7% 31 $3K
Bulwark Capital Corp 0.00% No change 30 $3K
Wolff Wiese Magana LLC 0.00% No change 29 $3K
Daiwa Securities Group Inc. 0.00% Reduce -36.4% 28 $3K
WealthShield Partners, LLC 0.00% Add +80.0% 27 $3K
PlanVest Financial, Inc 0.00% — 26 $3K
Cranbrook Wealth Management, LLC 0.00% No change 25 $3K
Silicon Valley Capital Partners 0.00% No change 24 $3K
DecisionPoint Financial, LLC 0.00% No change 22 $2K
Keating Financial Advisory Services, Inc. 0.00% New 21 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 20 $2K
IAG Wealth Partners, LLC 0.00% Reduce -80.0% 20 $2K
TD Private Client Wealth LLC 0.00% No change 20 $2K
Vanguard National Trust Co 0.00% — 15 $2K
Princeton Global Asset Management LLC 0.00% No change 14 $2K
Wellington-Altus USA Inc. 0.00% No change 13 $1K
Magnolia Wealth Management, LLC 0.00% New 12 $1K
Financial Gravity Asset Management, Inc. 0.00% New 10 $1K
Resources Management Corp. /CT/ 0.00% No change 10 $1K
Gilpin Wealth Management, LLC 0.00% No change 8 $887
SHP Wealth Management 0.00% New 8 $887
McGuire Capital Advisors Inc. 0.00% No change 7 $776
WPG Advisers, LLC 0.00% No change 5 $554
Tripletail Wealth Management, LLC 0.00% New 3 $335
Abound Financial, LLC 0.00% No change 3 $333
Raleigh Capital Management Inc. 0.00% No change 1 $154
Holos Integrated Wealth LLC 0.00% New 1 $112

"% 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.