SS Financial Select SectorXLFETF

13F holders, Q1 2024 (March 31)
1,516holders
8famous investors
$42.16avg. 13F price*

At the end of Q1 2024, 1,516 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($6.1B), Bank of America Corp. ($3.1B) and Morgan Stanley ($1.5B). 8 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions150$524.4M
Exits93$351.2M

Ownership 1,516 holders

JPMorgan Chase & Co. 0.54% Add +18.8% 144,130,208 $6.1B
Bank of America Corp. 0.30% Add +12.6% 73,218,028 $3.1B
Morgan Stanley 0.12% Add +5.8% 35,770,095 $1.5B
UBS Group AG 0.24% Add +22.6% 17,240,203 $726.2M
Barclays PLC 0.32% Add +36.1% 16,618,836 $700.0M
Phoenix Financial Ltd. 8.72% Add +13.9% 14,985,518 $631.4M
National Bank of Canada 0.97% Reduce -34.8% 13,491,011 $564.3M
LPL Financial LLC 0.30% Add +8.8% 13,258,609 $558.5M
Wells Fargo & Company 0.15% Reduce -4.1% 13,110,716 $552.2M
California Public Employees Retirement System 0.36% No change 12,000,000 $505.4M
Cibc World Markets Corp. 3.18% Add +283.3% 11,500,000 $484.4M
Royal Bank of Canada 0.11% Add +60.4% 10,529,991 $443.5M
Ameriprise Financial Inc. 0.12% Add +16.8% 10,323,486 $434.6M
Harel Insurance Investments & Financial Services Ltd. 7.91% Reduce -0.0% 9,687,891 $408.1M
CHURCHILL MANAGEMENT Corp 4.54% Add +21.8% 8,632,444 $363.6M
Envestnet Asset Management Inc. 0.13% Add +211.3% 8,231,594 $346.7M
PGIM Custom Harvest LLC 8.56% Add +14.5% 8,208,909 $345.8M
Healthcare of Ontario Pension Plan Trust Fund 1.11% Reduce -6.9% 7,449,000 $313.8M
Clal Insurance Enterprises Holdings Ltd 3.52% No change 7,402,000 $311.8M
BNP Paribas Financial Markets 0.38% Add +136.5% 7,141,430 $300.8M
Bank of Nova Scotia 0.61% Reduce -53.1% 7,066,301 $297.6M
Raymond James & Associates 0.20% Add +129.0% 7,034,958 $296.3M
Meitav Investment House Ltd. 5.80% Add +22.0% 7,029,879 $296.1M
Susquehanna International Group, LLP 0.43% Reduce -58.8% 6,744,970 $284.1M
Goldman Sachs Group Inc. 0.06% Add +19.8% 6,698,404 $282.1M
Caisse de depot et placement du Quebec 0.55% Reduce -60.5% 5,395,600 $227.3M
Citigroup Inc. 0.24% Add +53.5% 5,224,058 $220.0M
BlackRock Inc. 0.00% Add +12.0% 4,977,438 $209.6M
Truist Financial Corp. 0.31% Add +427.0% 4,912,662 $206.9M
TD Asset Management Inc 0.18% Add +32.7% 4,475,858 $188.5M
Janney Montgomery Scott LLC 0.53% Add +686.9% 4,207,504 $177.2M
Auto-Owners Insurance Co 4.67% No change 4,197,400 $176.8M
FMR LLC 0.01% Reduce -0.6% 3,670,361 $154.6M
WestEnd Advisors, LLC 3.71% Add +172658.0% 3,399,878 $143.2M
MKP Capital Management, L.L.C. 15.74% Reduce -69.5% 3,310,000 $139.4M
Manufacturers Life Insurance Company, The 0.13% Add +106.9% 3,283,349 $138.3M
Itau Unibanco Holding S.A. 5.58% New 3,092,040 $130.2M
Canada Pension Plan Investment Board 0.13% Reduce -57.1% 3,000,000 $126.4M
D. E. Shaw & Co. 0.17% Add +1357.3% 2,965,000 $124.9M
Migdal Insurance & Financial Holdings Ltd. 1.94% Add +12.9% 2,880,934 $121.3M
CW Advisors, LLC 2.10% Add +39.1% 2,880,327 $121.3M
Raymond James Financial Services Advisors, Inc. 0.17% Add +5.1% 2,786,451 $117.4M
Agf Management Ltd. 0.60% Reduce -12.8% 2,568,769 $108.2M
Osaic Holdings, Inc. 0.24% Reduce -6.7% 2,534,200 $106.7M
Charles Schwab Investment Management Inc. 0.02% Add +82.8% 2,514,733 $105.9M
HighTower Advisors, LLC 0.14% Reduce -23.6% 2,119,253 $89.3M
Twin Tree Management, LP 1.99% Add +338.3% 2,084,997 $87.8M
Spire Wealth Management 1.50% Add +0.6% 855,907 $81.7M
Capital Investment Advisors, LLC 1.89% Reduce -13.1% 1,922,127 $81.0M
Northern Trust Corp. 0.01% Add +7.4% 1,914,781 $80.7M
Millennium Management 0.07% Add +125.7% 1,852,996 $78.0M
Swan Global Investments, LLC 3.79% Reduce -8.0% 1,827,173 $77.0M
Stifel Financial Corp. 0.09% Add +12.9% 1,823,413 $76.8M
Toronto Dominion Bank 0.12% Reduce -72.6% 1,821,095 $76.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6.47% Add +46.7% 1,766,748 $74.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6.78% No change 1,669,570 $70.3M
Petredis Investment Advisors LLC 7.92% Add +2.5% 1,566,554 $66.0M
Rockefeller Capital Management L.P. 0.18% Reduce -2.3% 1,473,289 $62.1M
Advisory Alpha, LLC 2.50% Add +17.5% 1,447,613 $61.0M
J.Safra Asset Management Corp 6.71% Reduce -25.6% 1,407,141 $59.3M
Commonwealth Equity Services, LLC 0.10% Add +10.7% 1,403,926 $59.1M
Richard Bernstein Advisors LLC 1.27% Reduce -4.1% 1,402,363 $59.1M
Advisors Preferred, LLC 9.93% Reduce -9.3% 1,407,442 $59.0M
State Street Corp. 0.00% Add +3.1% 1,342,691 $56.6M
Maven Securities LTD 3.28% Add +95.6% 1,305,438 $55.0M
PNC Financial Services Group, Inc. 0.04% Add +11.3% 1,273,495 $53.6M
Rokos Capital Management LLP 1.29% New 1,176,000 $49.5M
Cetera Investment Advisers 0.12% Add +345.7% 1,166,332 $49.1M
US Bancorp \de 0.07% Reduce -0.7% 1,163,316 $49.0M
Private Advisor Group, LLC 0.35% Reduce -1.4% 1,149,882 $48.4M
Franklin Resources Inc. 0.02% Add +4174.5% 1,140,732 $48.0M
One River Asset Management, LLC 14.89% Reduce -51.2% 1,125,300 $47.4M
Foundations Investment Advisors, LLC 1.23% Add +8.9% 1,113,260 $46.9M
Factory Mutual Insurance Co. 0.52% No change 1,075,573 $45.3M
Cambridge Investment Research Advisors, Inc. 0.17% Add +9.7% 1,075,100 $45.3M
Victory Capital Management Inc. 0.04% New 1,042,259 $43.9M
Natixis 0.23% Reduce -1.2% 1,001,511 $42.2M
Armstrong Advisory Group, Inc. 4.05% No change 1,108,961 $41.7M
Exchange Traded Concepts, LLC 1.05% Reduce -43.1% 959,415 $40.4M
Gerber Kawasaki Wealth & Investment Management 2.05% Add +3.9% 902,171 $38.0M
Jane Street Group, LLC 0.05% Add +3369.1% 894,323 $37.7M
Cwm, LLC 0.18% Add +28.8% 891,683 $37.6M
New York Life Investment Management LLC 0.36% Reduce -17.1% 866,619 $36.5M
KCM Investment Advisors LLC 1.34% Add +8.9% 853,366 $35.9M
Cibc World Market Inc. 0.09% Reduce -66.7% 849,040 $35.8M
Yelin Lapidot Holdings Management Ltd. 7.29% No change 840,890 $35.4M
Bank of Montreal 0.01% Reduce -15.7% 844,671 $35.4M
MML Investors Services, LLC 0.14% Reduce -2.0% 818,169 $34.5M
Pathstone Holdings, LLC 0.15% Add +1.4% 741,138 $31.2M
Invictus Private Wealth, LLC 2.75% Add +1.3% 734,491 $30.9M
Dakota Wealth Management 0.77% Add +71.3% 731,872 $30.8M
Alps Advisors Inc. 0.22% Reduce -12.5% 731,093 $30.8M
Lido Advisors, LLC 0.28% Add +219.3% 728,253 $30.7M
Assetmark, Inc. 0.10% Add +269.4% 720,698 $30.4M
Campbell Wealth Management 2.99% Add +4.9% 714,574 $30.1M
Tradewinds Capital Management, LLC 8.22% New 706,060 $29.7M
NSI Retail Advisors, LLC 4.36% No change 688,900 $29.0M
CSM Advisors, LLC 1.91% No change 688,900 $29.0M
Thrivent Financial for Lutherans 0.06% Add +67.7% 687,146 $28.9M
Trek Financial, LLC 2.28% Add +66.6% 683,399 $28.8M
Mariner, LLC 0.06% Add +1.1% 678,339 $28.6M
Corient Private Wealth LP 0.05% Reduce -1.9% 662,987 $27.9M
Full Sail Capital, LLC 1.91% Add +6.6% 650,592 $27.4M
Nissay Asset Management Corp. /Japan 0.19% New 650,272 $27.4M
Fifth Third Bancorp 0.11% Reduce -14.0% 641,368 $27.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 7.03% Add +28.7% 640,349 $27.0M
Peapack Gladstone Financial Corp. 0.40% Add +2.2% 608,680 $25.6M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -26.9% 595,644 $24.7M
Baird Financial Group, Inc. 0.05% Reduce -1.5% 569,820 $24.0M
Graypoint LLC 1.74% Add +13.9% 569,387 $24.0M
Squarepoint Ops LLC 0.10% Reduce -50.1% 549,218 $23.1M
Atria Wealth Solutions, Inc. 0.26% Add +91.0% 541,675 $22.8M
AlphaStar Capital Management, LLC 2.30% Add +4.0% 531,061 $22.4M
Cresset Asset Management, LLC 0.11% Add +34.3% 527,517 $22.2M
Employees Retirement System of Texas 0.24% Add +71.2% 512,000 $21.6M
Evolution Wealth Advisors, LLC 4.06% Add +18.7% 503,404 $21.2M
Hudson Bay Capital Management LP 0.21% Reduce -90.8% 500,000 $21.1M
Wolverine Trading, LLC 0.20% Add +3493.8% 465,725 $19.6M
Avantax Advisory Services, Inc. 0.17% Add +18.9% 464,587 $19.6M
Blair William & Co. 0.06% Add +1.0% 458,574 $19.3M
Mgo One Seven LLC 1.00% Add +3.8% 458,434 $19.3M
DRW Securities, LLC 1.10% Reduce -30.9% 457,007 $19.2M
Kestra Advisory Services, LLC 0.13% Add +10.0% 455,030 $19.2M
SG Americas Securities, LLC 0.10% Add +19.1% 454,107 $19.1M
Credit Suisse AG/ 0.02% Reduce -80.2% 453,289 $19.1M
Absolute Gestao de Investimentos Ltda. 5.84% New 450,000 $19.0M
Vontobel Holding Ltd. 0.15% Reduce -1.4% 449,538 $18.9M
GTS Securities LLC 0.51% Reduce -15.8% 444,770 $18.7M
IMZ Advisory Inc 9.63% Add +0.4% 443,391 $18.7M
Wharton Business Group, LLC 0.88% Reduce -16.4% 434,108 $18.3M
Bar Harbor Wealth Management 1.21% Add +1.0% 427,890 $18.0M
Bellwether Advisors, LLC 3.94% Reduce -3.7% 425,559 $17.9M
FIL Ltd 0.02% Add +224.8% 423,135 $17.8M
Focused Wealth Management, Inc 2.78% Add +4.9% 422,543 $17.8M
Salomon & Ludwin, LLC 1.53% Add +0.4% 419,697 $17.8M
Innealta Capital, LLC 7.46% Add +0.0% 419,225 $17.7M
Integrated Wealth Concepts LLC 0.26% Add +19.8% 418,670 $17.6M
Tocqueville Asset Management L.P. 0.29% Reduce -12.6% 415,926 $17.5M
WCG Wealth Advisors LLC 1.42% Reduce -19.4% 402,688 $17.0M
McKinley Carter Wealth Services, Inc. 1.13% Add +2.5% 401,307 $16.9M
Lakeshore Financial Planning, Inc. 8.46% Add +2.0% 396,689 $16.7M
Bayview Asset Management, LLC 6.62% New 390,000 $16.4M
Old National Bancorp 0.38% Reduce -11.0% 377,112 $15.9M
Krilogy Financial LLC 1.22% Add +1.9% 376,087 $15.8M
Fifth Third Securities, Inc. 1.54% Add +3.8% 375,888 $15.8M
Creative Planning 0.02% Add +3.5% 372,091 $15.7M
McElhenny Sheffield Capital Management, LLC 5.56% Add +4832.6% 370,441 $15.6M
Tiff Advisory Services, LLC 6.67% No change 362,949 $15.3M
Stevens Capital Management LP 2.97% Add +89.1% 362,000 $15.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.46% New 352,196 $14.8M
Prudential Financial Inc. 0.02% Add +129.4% 347,789 $14.6M
Centaurus Financial, Inc. 1.02% Add +33.2% 346,637 $14.6M
Park Avenue Securities LLC 0.18% Add +344.6% 332,450 $14.0M
Camarda Financial Advisors, LLC 5.61% Reduce -2.6% 329,783 $13.9M
Prestige Wealth Management Group LLC 2.98% Add +1118.7% 328,495 $13.8M
Citadel Advisors 0.01% Reduce -69.0% 324,813 $13.7M
Carnegie Investment Counsel 0.42% Reduce -1.5% 317,798 $13.4M
Spinnaker Trust 0.86% Reduce -4.0% 314,611 $13.3M
Optiver Holding B.V. 0.54% Add +107.3% 310,668 $13.1M
Equitable Holdings, Inc. 0.15% Add +53.1% 309,268 $13.0M
Prudent Investors Network, Inc. 4.90% — 308,875 $13.0M
Merit Financial Group, LLC 0.31% Add +68.6% 317,916 $12.9M
MMBG Investment Advisors Co. 1.36% Add +1.1% 305,272 $12.9M
Captrust Financial Advisors 0.05% Reduce -12.7% 302,592 $12.7M
Schonfeld Strategic Advisors LLC 0.10% New 296,050 $12.5M
SPX Gestao de Recursos Ltda 1.09% New 296,000 $12.5M
Atlas Capital Advisors Inc. 1.95% Add +38.8% 295,269 $12.4M
Anfield Capital Management, LLC 5.94% New 292,510 $12.3M
Korea Investment CORP 0.03% Reduce -0.5% 289,315 $12.2M
HSBC Holdings PLC 0.01% Reduce -47.6% 288,077 $12.1M
1832 Asset Management L.P. 0.02% Reduce -41.2% 286,754 $12.1M
Comerica Bank 0.05% Add +6.0% 284,995 $12.0M
Bank Hapoalim BM 1.62% Reduce -2.4% 284,723 $12.0M
Chesley Taft & Associates LLC 0.60% Reduce -1.5% 279,834 $11.8M
Aspiriant, LLC 0.49% No change 279,046 $11.8M
Onyx Bridge Wealth Group LLC 2.09% Add +427.9% 286,679 $11.7M
Frisch Financial Group, Inc. 3.87% Reduce -1.3% 276,552 $11.6M
Asset Allocation Strategies LLC 4.10% Reduce -1.5% 275,300 $11.6M
Forbes J M & Co. LLP 1.25% No change 274,618 $11.6M
Stillwater Capital Advisors, LLC 1.71% Reduce -13.6% 273,957 $11.5M
Zurich Insurance Group Ltd 0.10% Reduce -0.5% 270,125 $11.3M
Mercer Global Advisors Inc. 0.03% Add +1.4% 267,056 $11.2M
Provida Pension Fund Administrator 0.28% No change 263,159 $11.1M
Banco Santander, S.A. 0.13% Reduce -26.9% 260,298 $11.0M
WBH Advisory Inc. 1.13% Add +0.1% 259,939 $10.9M
Ameraudi Asset Management, Inc. 5.09% Reduce -2.7% 259,565 $10.9M
Asset Advisors Investment Management, LLC 1.22% New 257,751 $10.9M
Ashton Thomas Private Wealth, LLC 0.61% Add +8.6% 251,274 $10.6M
Ayalon Insurance Comp Ltd. 3.50% Add +911.5% 249,871 $10.5M
Systematic Alpha Investments, LLC 0.42% No change 248,410 $10.5M
Busey Bank 0.37% Reduce -2.9% 246,843 $10.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -29.4% 241,576 $10.2M
Mirabella Financial Services LLP 0.74% Add +286.9% 240,949 $10.1M
Virtu Financial LLC 0.77% Reduce -19.3% 240,437 $10.1M
First Interstate Bank 0.70% Reduce -0.4% 239,567 $10.1M
EP Wealth Advisors, LLC 0.12% Reduce -18.2% 238,067 $10.0M
Oppenheimer & Co. Inc. 0.16% Reduce -3.6% 235,335 $9.9M
Premier Path Wealth Partners, LLC 1.83% Add +18.1% 231,172 $9.7M
Northstar Advisory Group, LLC 5.85% Reduce -1.7% 232,168 $9.7M
Financial Enhancement Group LLC 1.58% Add +1.2% 240,608 $9.6M
Oppenheimer Asset Management Inc. 0.14% Add +56.1% 226,627 $9.5M
Tritonpoint Wealth, LLC 0.97% Reduce -8.4% 254,921 $9.3M
Long Run Wealth Advisors, LLC 2.45% Add +4.0% 221,046 $9.3M
Tamar Securities, LLC 1.57% Reduce -12.9% 219,591 $9.2M
Founders Financial Securities LLC 0.95% Add +35.5% 216,079 $9.1M
Ocean Park Asset Management, LLC 0.42% No change 211,271 $8.9M
Provident Co of the Employees of the Hebrew University LTD 9.41% — 210,562 $8.9M
United Capital Financial Advisors, LLC 0.07% Reduce -7.3% 208,172 $8.8M
Steward Partners Investment Solutions, LLC 1.47% New 207,463 $8.7M
Kingsview Wealth Management, LLC 0.22% Add +7.1% 206,732 $8.7M
Geneos Wealth Management Inc. 0.40% Reduce -25.6% 205,644 $8.7M
Focus Partners Wealth 0.07% Add +606.1% 204,709 $8.6M
Aptus Capital Advisors, LLC 0.18% Add +850.0% 202,776 $8.5M
Steward Partners Investment Advisory, LLC 0.09% Reduce -4.3% 200,962 $8.5M
Yarbrough Capital, LLC 0.37% No change 200,000 $8.4M
Unisphere Establishment 0.09% New 200,000 $8.4M
Guardian Capital Advisors LP 0.90% New 210,080 $8.3M
Orange Investment Advisors, Inc. 0.99% Add +0.4% 196,193 $8.3M
Sykon Capital LLC 2.98% Add +16.4% 195,980 $8.3M
Readystate Asset Management LP 0.44% Add +103.3% 192,719 $8.1M
Cerity Partners LLC 0.02% Add +5.7% 191,790 $8.1M
5th Street Advisors, LLC 4.47% Reduce -16.8% 187,142 $7.9M
Rise Advisors, LLC 4.19% Add +1.7% 186,852 $7.9M
Pallas Capital Advisors LLC 0.33% Add +5.1% 186,551 $7.9M
Crescent Grove Advisors, LLC 0.82% Reduce -2.7% 185,632 $7.8M
M&T Bank Corp 0.03% Reduce -0.3% 184,939 $7.8M
Novare Capital Management LLC 0.70% Add +15.4% 184,632 $7.8M
Scotia Capital Inc. 0.05% Add +7.5% 184,281 $7.8M
Capula Management Ltd 0.26% Reduce -49.8% 183,965 $7.7M
GAMCO Investors 0.08% No change 182,625 $7.7M
Proquility Private Wealth Partners, LLC 2.63% Reduce -0.9% 182,503 $7.7M
TD Waterhouse Canada Inc. 0.06% Add +2.9% 177,032 $7.7M
BlueCrest Capital Management Ltd 3.81% Add +104.6% 180,011 $7.6M
Ledyard National Bank 0.73% Reduce -3.5% 178,846 $7.5M
Visionary Wealth Advisors 0.51% Add +26.5% 178,138 $7.5M
Elevation Point Wealth Partners, LLC 0.57% Add +23.9% 176,424 $7.4M
Cornerstone Advisors, LLC 0.31% New 175,500 $7.4M
Zuckerman Investment Group, LLC 0.85% Reduce -3.3% 175,432 $7.4M
IHT Wealth Management, LLC 0.30% Add +33.7% 174,735 $7.4M
Gladstone Institutional Advisory LLC 0.40% Reduce -5.8% 174,502 $7.4M
North Star Investment Management Corp. 0.52% Add +3.2% 174,306 $7.3M
AlphaMark Advisors, LLC 2.56% Reduce -0.0% 172,492 $7.3M
United Asset Strategies, Inc. 0.73% Reduce -32.5% 172,438 $7.3M
CTC LLC 0.12% New 170,415 $7.2M
DAVENPORT & Co LLC 0.04% Add +640.2% 169,788 $7.2M
InterOcean Capital Group, LLC 0.17% Add +6.7% 167,844 $7.1M
Mutual Advisors, LLC 0.23% Reduce -3.3% 167,122 $7.0M
Main Management LLC 0.60% Reduce -23.6% 166,678 $7.0M
Act Wealth Management, LLC 3.52% Reduce -0.9% 165,958 $7.0M
AMG National Trust Bank 0.20% Reduce -1.0% 165,857 $7.0M
CoreCap Advisors, LLC 0.37% Add +55.0% 165,780 $7.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -36.8% 165,509 $7.0M
Toth Financial Advisory Corp. 0.87% Add +16.1% 165,314 $7.0M
Callan Capital, LLC 0.61% Reduce -1.9% 164,908 $6.9M
Bailard, Inc. 0.19% Reduce -1.9% 164,547 $6.9M
Atria Investments, Inc 0.10% Add +58.5% 164,228 $6.9M
Castleark Management LLC 0.28% No change 162,290 $6.8M
Meritage Portfolio Management 0.43% New 160,632 $6.8M
First Trust Investment Solutions L.P. 1.19% Add +26.8% 160,098 $6.7M
Concurrent Investment Advisors, LLC 0.27% Add +11.3% 159,201 $6.7M
Jmac Enterprises LLC 1.24% Add +13.3% 158,628 $6.7M
Occidental Asset Management, LLC 1.24% Add +1427.0% 158,026 $6.7M
Old Mission Capital LLC 0.16% Reduce -40.3% 155,497 $6.5M
Redhawk Wealth Advisors, Inc. 1.05% Add +6.0% 153,538 $6.5M
Integrated Advisors Network LLC 0.32% Add +85.2% 150,006 $6.3M
Graham Capital Management, L.P. 0.33% New 150,000 $6.3M
NTV Asset Management LLC 0.96% Add +6.0% 148,825 $6.3M
Burns J W & Co. Inc. 0.87% Reduce -5.3% 148,724 $6.3M
Dorsey & Whitney Trust CO LLC 0.42% Add +3.1% 147,390 $6.2M
Kellett Wealth Advisors, LLC 4.23% Add +21.3% 145,041 $6.1M
Vaughan David Investments LLC 0.15% Add +1.4% 144,180 $6.1M
Accurate Wealth Management, LLC 1.77% Add +2.5% 150,291 $6.1M
Advisory Services Network, LLC 0.13% Add +8.4% 143,845 $6.1M
PFS Partners, LLC 4.10% Add +0.5% 143,574 $6.0M
Atlas Private Wealth Advisors 2.02% New 143,287 $6.0M
Robertson Stephens Wealth Management, LLC 0.33% Add +5.2% 142,414 $6.0M
Trilogy Capital Inc. 0.34% Reduce -33.5% 140,965 $5.9M
Kentucky Farm Bureau Mutual Insurance Co 1.39% No change 140,000 $5.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -12.4% 139,811 $5.9M
Chemung Canal Trust Co. 1.13% Reduce -46.6% 139,063 $5.9M
Private Wealth Advisors, LLC 2.45% Reduce -6.3% 138,996 $5.9M
Joel Isaacson & Co., LLC 0.31% Add +1.2% 133,980 $5.6M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -4.0% 132,279 $5.6M
JSF Financial, LLC 1.72% Add +627.9% 130,611 $5.5M
Quantinno Capital Management LP 0.12% Add +421.9% 129,305 $5.4M
Mechanics Bank Trust Department 0.80% Reduce -6.0% 129,213 $5.4M
Matthew Goff Investment Advisor, LLC 1.10% Add +8.3% 129,049 $5.4M
IFG Advisory, LLC 0.40% Add +5.3% 127,483 $5.4M
Trust Co 0.70% Reduce -2.1% 126,714 $5.3M
Turtle Creek Wealth Advisors, LLC 1.31% Add +1984.6% 126,349 $5.3M
Horizon Investments, LLC 0.14% Add +79.2% 125,385 $5.3M
MAI Capital Management 0.05% Add +5.9% 125,087 $5.3M
Granite Harbor Advisors, Inc. 3.56% Reduce -0.1% 124,147 $5.2M
Innova Wealth Partners 4.04% Reduce -0.1% 124,133 $5.2M
Continuum Wealth Advisors, LLC 2.94% New 123,313 $5.2M
Sandy Spring Bank 0.24% Reduce -3.6% 123,217 $5.2M
Chicago Wealth Management, Inc. 3.07% New 122,768 $5.2M
New Millennium Group LLC 3.87% Add +14.3% 121,659 $5.1M
Venture Visionary Partners LLC 0.24% Add +9.8% 121,529 $5.1M
Essex LLC 1.16% Add +12.6% 120,002 $5.1M
TCV Trust & Wealth Management, Inc. 0.48% Reduce -2.1% 119,158 $5.0M
CENTRAL TRUST Co 0.12% Reduce -1.3% 116,466 $4.9M
Snowden Capital Advisors LLC 0.15% Add +16.5% 115,780 $4.9M
Venturi Wealth Management, LLC 0.31% Add +63.8% 115,502 $4.9M
Vickerman Investment Advisors, Inc. 1.56% Add +4.8% 115,176 $4.9M
Sigma Planning Corp 0.15% Add +52.6% 114,857 $4.8M
Kestra Private Wealth Services, LLC 0.11% Add +33.9% 113,948 $4.8M
First Merchants Corp. 0.36% Reduce -2.6% 113,718 $4.8M
RFG Advisory, LLC 0.16% Add +106.0% 113,674 $4.8M
Simmons Bank 0.36% Add +0.8% 112,536 $4.7M
Institute for Wealth Management, LLC. 0.61% Reduce -0.7% 112,148 $4.7M
Stockman Wealth Management, Inc. 0.83% Add +5.8% 112,083 $4.7M
Leuthold Group, LLC 0.53% Add +115.8% 111,773 $4.7M
LM Advisors LLC 0.83% Add +286.4% 111,635 $4.7M
Empowered Funds, LLC 0.08% New 111,238 $4.7M
Clarity Financial LLC 0.73% Reduce -0.1% 111,126 $4.7M
OneDigital Investment Advisors LLC 0.07% Add +2.1% 110,803 $4.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7.39% No change 110,688 $4.7M
Game Plan Financial Advisors, LLC 2.66% Reduce -3.6% 109,827 $4.6M
Veltria Advisors Corp. 1.19% Reduce 0.0% 109,501 $4.6M
Western Wealth Management, LLC 0.36% Add +0.9% 109,479 $4.6M
Ameritas Investment Partners, Inc. 0.16% Add +17.3% 108,968 $4.6M
Lincoln National Corp. 0.07% Reduce -5.5% 108,856 $4.6M
Leicht Financial Planning & Wealth Management, Inc. 2.51% Reduce -7.9% 108,728 $4.6M
Archford Capital Strategies, LLC 0.77% Reduce -0.2% 108,693 $4.6M
Financial Advocates Investment Management 0.27% Add +71.0% 111,497 $4.6M
Banco BTG Pactual S.A. 1.41% Add +42.4% 107,262 $4.5M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -8.2% 135,330 $4.5M
Two Sigma Investments, LP 0.01% Add +127.3% 106,220 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -0.5% 106,126 $4.5M
Financial Counselors Inc. 0.08% Reduce -1.8% 105,931 $4.5M
Transamerica Financial Advisors, LLC 0.45% Add +41.8% 105,881 $4.5M
Zullo Investment Group, Inc. 2.07% Add +0.9% 104,738 $4.4M
Wexford Capital LP 0.89% New 103,976 $4.4M
Rockland Trust Co. 0.23% Reduce -6.1% 103,862 $4.4M
NewEdge Advisors, LLC 0.04% Reduce -13.1% 103,724 $4.4M
Beacon Pointe Advisors, LLC 0.05% Add +16.9% 102,343 $4.3M
Algorithmic Investment Models, LLC 3.17% Reduce -13.8% 102,146 $4.3M
Laurel Wealth Advisors LLC 0.73% Add +1.3% 101,296 $4.3M
Realta Investment Advisors 0.88% Add +27.5% 101,230 $4.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.70% Reduce -1.2% 101,104 $4.3M
Advisory Resource Group 0.97% Add +13.9% 100,729 $4.2M
Ameritas Advisory Services, LLC 0.17% Add +227.3% 102,018 $4.2M
Wela Strategies, Inc. 1.98% Reduce -27.2% 99,515 $4.2M
Transcend Capital Advisors, LLC 0.34% Add +83.7% 99,333 $4.2M
Jump Financial, LLC 0.11% New 99,088 $4.2M
Martin & Co. Inc. 1.02% Reduce -2.0% 98,977 $4.2M
Smith, Moore & Co. 0.44% Reduce -2.7% 98,356 $4.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +56.4% 96,572 $4.1M
Focus Financial Network, Inc. 0.20% — 101,527 $4.0M
WASHINGTON TRUST Co 0.15% Add +0.0% 95,435 $4.0M
Fox Run Management, L.L.C. 0.87% Reduce -53.9% 95,400 $4.0M
Allworth Financial LP 0.03% Add +81.0% 94,776 $4.0M
Acima Private Wealth, LLC 1.47% No change 94,607 $4.0M
Independent Financial Group, LLC 0.18% Add +29.7% 93,962 $4.0M
Bank of New York Mellon Corp 0.00% Add +2.2% 93,625 $3.9M
Commerce Bank 0.03% Reduce -7.0% 92,996 $3.9M
D.A. Davidson & Co. 0.04% Reduce -0.3% 92,561 $3.9M
Ironwood Wealth Management, Inc. 2.03% Add +0.2% 95,463 $3.9M
Stratos Wealth Partners, LTD. 0.06% Reduce -43.0% 91,299 $3.8M
Cooksen Wealth, LLC 3.99% Add +6.8% 90,996 $3.8M
Prio Wealth Limited Partnership 0.11% Reduce -0.0% 90,730 $3.8M
J.W. Cole Advisors, Inc. 0.19% Reduce -0.3% 90,635 $3.8M
Belpointe Asset Management LLC 0.29% Add +249.9% 90,486 $3.8M
WT Wealth Management 1.36% Add +3.1% 90,439 $3.8M
Sowell Financial Services LLC 0.18% Reduce -14.9% 90,129 $3.8M
Virtue Capital Management, LLC 0.68% New 94,268 $3.8M
Great Valley Advisor Group, Inc. 0.11% Reduce -1.4% 89,285 $3.8M
Flagship Harbor Advisors, LLC 0.24% Add +4.4% 89,100 $3.8M
Nwam LLC 0.30% Add +8.5% 89,509 $3.7M
Tiaa Trust, National Association 0.01% Reduce -0.8% 87,415 $3.7M
Sequoia Financial Advisors, LLC 0.05% Add +24.7% 86,980 $3.7M
Keel Point, LLC 0.38% Add +10.9% 86,671 $3.7M
Brown Advisory Inc. 0.00% Add +0.4% 84,499 $3.6M
Investors Asset Management of Georgia Inc. /Ga/ 1.67% Reduce -1.8% 83,986 $3.5M
Patton Albertson Miller Group, LLC 0.53% Reduce -1.5% 83,969 $3.5M
City Holding Co. 0.53% Reduce -0.3% 83,739 $3.5M
Ellis Investment Partners, LLC 0.76% Reduce -2.2% 82,678 $3.5M
Global Retirement Partners, LLC 0.13% Add +2.0% 82,642 $3.5M
CIBC Private Wealth Group LLC 0.01% Reduce -4.3% 82,955 $3.5M
Hilltop Holdings Inc. 0.39% Reduce -2.9% 82,392 $3.5M
GeoWealth Management, LLC 0.13% Add +201.7% 82,299 $3.5M
Harbour Investments, Inc. 0.12% Add +8.7% 82,175 $3.5M
Westside Investment Management, Inc. 0.83% Reduce -0.1% 81,829 $3.4M
Insigneo Advisory Services, LLC 0.41% Reduce -0.4% 81,537 $3.4M
Level Four Advisory Services, LLC 0.19% No change 91,031 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Add +12.8% 81,163 $3.4M
Balyasny Asset Management L.P. 0.01% Reduce -97.1% 80,617 $3.4M
Creative Financial Designs Inc. 0.32% Add +10.6% 80,200 $3.4M
Atom Investors LP 0.42% Add +57.1% 80,174 $3.4M
Financial Freedom, LLC 1.98% Add +6.5% 79,148 $3.3M
Stephens Inc. 0.05% Add +34.4% 78,695 $3.3M
Treynor Bancshares, Inc. 1.92% Reduce -21.9% 78,568 $3.3M
Evercore Wealth Management, LLC 0.05% Reduce -1.3% 77,354 $3.3M
CX Institutional 0.16% Reduce -47.7% 77,012 $3.2M
Bfsg, LLC 0.43% Add +11.7% 76,487 $3.2M
Fagan Associates, Inc. 0.60% Add +0.2% 76,061 $3.2M
Fiduciary Trust Co 0.05% Add +50.6% 75,941 $3.2M
Sierra Capital LLC 0.41% Add +33.7% 75,128 $3.2M
Benjamin F. Edwards & Company, Inc. 0.06% Add +113.0% 74,797 $3.1M
Raymond James Trust N.A. 0.08% Add +40.1% 74,687 $3.1M
MontVue Capital Management, Inc. 2.77% Add +0.3% 74,437 $3.1M
Brandywine Oak Private Wealth LLC 0.33% Add +0.4% 74,220 $3.1M
Deutsche Bank AG 0.00% Add +9.4% 74,036 $3.1M
TRUE Private Wealth Advisors 0.36% Reduce -0.3% 73,906 $3.1M
WP Advisors, LLC 1.02% Reduce -0.1% 73,668 $3.1M
Arkadios Wealth Advisors 0.24% Add +0.4% 73,477 $3.1M
Eudaimonia Partners, LLC 0.73% Reduce -19.1% 73,305 $3.1M
Estate Counselors, LLC 0.35% Reduce -8.3% 72,730 $3.1M
Glenmede Trust Co. NA 0.02% Reduce -0.4% 72,374 $3.0M
Qube Research & Technologies Ltd 0.01% Reduce -82.7% 72,162 $3.0M
Clearstead Advisors, LLC 0.15% Reduce -3.9% 72,506 $3.0M
Freedom Investment Management, Inc. 0.24% Add +126.2% 71,713 $3.0M
Paragon Financial Partners, Inc. 2.48% Add +3.8% 71,460 $3.0M
Donald L. Hagan, LLC 1.58% Add +46.0% 71,147 $3.0M
Win Advisors, Inc. 1.31% Add +55.5% 70,872 $3.0M
Keybank National Association 0.01% Reduce -0.5% 70,650 $3.0M
Menora Mivtachim Holdings LTD. 0.02% Reduce -98.3% 70,563 $3.0M
Associated Banc-Corp 0.09% Reduce -2.8% 69,429 $2.9M
Bay Rivers Group 1.60% Reduce -0.3% 69,356 $2.9M
Core Alternative Capital 0.52% Reduce -23.8% 69,156 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.19% Reduce -9.4% 69,120 $2.9M
Warner Financial, Inc. 1.46% Reduce -0.4% 69,095 $2.9M
Bray Capital Advisors 0.74% Reduce -6.5% 68,798 $2.9M
Kennicott Capital Management LLC 1.28% Add +21.7% 68,714 $2.9M
TrinityPoint Wealth, LLC 0.48% Add +535.6% 68,477 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +10.5% 67,806 $2.9M
Orion Portfolio Solutions, LLC 0.03% Add +10.5% 67,806 $2.9M
Cornerstone Wealth Management, LLC 0.23% Add +3.8% 67,517 $2.8M
Banque Pictet & Cie SA 0.03% Reduce -1.0% 67,180 $2.8M
First National Bank of Hutchinson 1.88% No change 66,941 $2.8M
TCTC Holdings, LLC 0.09% Reduce -7.6% 66,894 $2.8M
BigSur Wealth Management LLC 0.88% Add +175.2% 66,870 $2.8M
Midwest Professional Planners, LTD. 0.98% Reduce -8.3% 66,409 $2.8M
JFS Wealth Advisors, LLC 0.22% Add +2.6% 65,656 $2.8M
Greenwich Wealth Management LLC 0.22% Add +9.3% 65,497 $2.8M
Morton Community Bank 0.79% Add +0.2% 65,369 $2.8M
Cabana LLC 11.70% Add +4.4% 65,215 $2.7M
Chesapeake Wealth Management 0.99% Reduce -1.0% 64,347 $2.7M
SkyView Investment Advisors, LLC 0.50% Add +6.7% 63,981 $2.7M
Lionsbridge Wealth Management LLC 2.08% Reduce -32.3% 63,886 $2.7M
Peddock Capital Advisors, LLC 0.70% Reduce -2.8% 63,634 $2.7M
Abbot Financial Management, Inc. 1.47% Reduce -0.0% 63,381 $2.7M
Camelot Technology Advisors, Inc. 2.46% Add +1.1% 63,009 $2.7M
Harrell Investment Partners, LLC 0.79% New 62,963 $2.7M
GYL Financial Synergies, LLC 0.21% Reduce -0.8% 62,738 $2.6M
HB Wealth Management, LLC 0.03% Add +2.3% 62,675 $2.6M
GenTrust, LLC 0.16% Add +7.9% 61,802 $2.6M
High Note Wealth, LLC 0.84% Reduce -1.2% 61,442 $2.6M
Laraway Financial Advisors Inc 2.28% Reduce -0.8% 61,396 $2.6M
Gold Investment Management Ltd. 1.04% Add +0.3% 61,349 $2.6M
St. Johns Investment Management Company, LLC 1.24% Reduce -17.9% 61,261 $2.6M
Poehling Capital Management, INC. 0.69% Reduce -2.1% 61,249 $2.6M
Dai-ichi Life Holdings, Inc. 3.15% — 61,000 $2.6M
Butensky & Cohen Financial Security, Inc. 0.80% Reduce -4.0% 60,770 $2.6M
Bradley Foster & Sargent Inc. 0.05% Reduce 0.0% 60,528 $2.5M
Orca Investment Management, LLC 2.37% Reduce -5.6% 60,079 $2.5M
Solutions 4 Wealth, Ltd 7.09% Add +0.1% 59,926 $2.5M
Prospera Financial Services Inc 0.08% Reduce -3.1% 59,829 $2.5M
Hoylecohen, LLC 0.19% Add +2.9% 58,764 $2.5M
Avitas Wealth Management LLC 0.37% Reduce -1.8% 58,336 $2.5M
Corrado Advisors, LLC 1.59% Reduce -0.6% 57,542 $2.4M
Miller Investment Management, LP 0.31% No change 57,192 $2.4M
Horizon Financial Services, LLC 1.55% Add +40.5% 57,167 $2.4M
Valeo Financial Advisors, LLC 0.09% Reduce -3.1% 58,282 $2.4M
Laidlaw Wealth Management LLC 1.32% Reduce -2.7% 56,255 $2.4M
Capital Advisors, Ltd. LLC 0.31% No change 56,240 $2.4M
Cary Street Partners Investment Advisory LLC 0.10% Add +13.5% 55,702 $2.3M
West Financial Advisors, LLC 0.50% Add +0.9% 55,322 $2.3M
Massachusetts Wealth Management 1.64% Add +9.3% 55,216 $2.3M
Highland Capital Management, LLC 0.13% Add +22.7% 54,474 $2.3M
Ratio Wealth Group 0.42% Reduce -2.2% 54,042 $2.3M
Simplicity Wealth,LLC 0.05% New 53,830 $2.3M
Keystone Financial Group 0.33% Add +2.3% 53,796 $2.3M
Clarus Wealth Advisors 1.26% Reduce -0.8% 54,539 $2.2M
Intrepid Financial Planning Group LLC 0.95% Reduce -2.6% 52,132 $2.2M
Fisher Asset Management 0.00% Reduce -0.3% 52,113 $2.2M
Cim, LLC 0.33% Reduce -0.3% 51,656 $2.2M
Nelson Capital Management, LLC 0.42% Add +5.7% 51,600 $2.2M
Alaska Permanent Fund Corp 0.03% No change 51,558 $2.2M
Wesbanco Bank Inc. 0.08% Add +145.8% 51,516 $2.2M
Brighton Jones LLC 0.08% Add +5.8% 51,461 $2.2M
Windsor Capital Management, LLC 0.67% Add +0.3% 51,433 $2.2M
RDA Financial Network 0.74% No change 51,430 $2.2M
First Bancorp, Inc 1.64% No change 51,342 $2.2M
Man Group plc 0.01% Reduce -93.5% 51,200 $2.2M
International Assets Investment Management, LLC 0.23% Add +13.4% 51,417 $2.2M
GFS Advisors, LLC 0.36% No change 51,105 $2.2M
M3 Advisory Group, LLC 1.95% Add +6.1% 51,007 $2.1M
Soltis Investment Advisors LLC 0.24% Add +4.2% 50,759 $2.1M
CreativeOne Wealth, LLC 0.08% Add +276.6% 50,538 $2.1M
Next Level Private LLC 0.98% Reduce -2.5% 50,449 $2.1M
SteelPeak Wealth, LLC 0.11% Reduce -0.9% 50,315 $2.1M
Quattro Financial Advisors LLC 0.60% Add +132021.0% 50,206 $2.1M
Walleye Capital LLC 0.02% New 49,475 $2.1M
Synovus Financial Corp. 0.03% Add +4.0% 49,379 $2.1M
Waterway Wealth Management, LLC 0.91% Reduce -4.3% 49,313 $2.1M
Crumly & Associates Inc. 0.55% Reduce -61.7% 49,260 $2.1M
Wealthfront Advisers LLC 0.01% Add +6.4% 49,234 $2.1M
Eagle Strategies LLC 0.46% New 48,845 $2.1M
Colton Groome Financial Advisors, LLC 0.82% Add +6.9% 48,695 $2.1M
Mission Wealth Management, LP 0.05% Add +3.5% 48,438 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.5% 47,961 $2.0M
Beacon Financial Group 0.23% Reduce -1.9% 47,933 $2.0M
Boltwood Capital Management 0.63% Add +0.3% 47,895 $2.0M
Rovin Capital /Ut/ 0.83% Add +10.4% 47,867 $2.0M
One Charles Private Wealth Services, LLC 0.88% Add +33.0% 47,848 $2.0M
Hartline Investment Corp./ 0.35% New 47,317 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Reduce -5.2% 47,317 $2.0M
Dimension Capital Management LLC 0.40% Add +0.2% 47,283 $2.0M
Vestcor Inc 0.07% New 47,200 $2.0M
Eudaimonia Advisors LLC 1.05% Reduce -17.2% 46,986 $2.0M
Redwood Financial Network Corp 1.71% Add +10.1% 46,679 $2.0M
Regions Financial Corp. 0.01% Reduce -3.2% 46,660 $2.0M
Avior Wealth Management, LLC 0.09% Add +5493.6% 46,483 $2.0M
Rockingstone Advisors LLC 1.01% Add +2.2% 46,251 $1.9M
Birinyi Associates Inc. 0.63% New 46,160 $1.9M
Perigon Wealth Management, LLC 0.06% Add +3.9% 45,731 $1.9M
First Horizon Advisors, Inc. 0.06% Add +2.5% 45,578 $1.9M
Birchcreek Wealth Management, LLC 1.00% Add +0.3% 45,100 $1.9M
Mma Asset Management LLC 0.89% Reduce -4.3% 45,534 $1.9M
Sharper & Granite LLC 0.90% Reduce -4.8% 45,036 $1.9M
Jacobi Capital Management LLC 0.17% Add +34.2% 44,305 $1.9M
Joseph P. Lucia & Associates, LLC 1.00% Add +23.1% 44,269 $1.9M
Clarity Wealth Advisors, LLC 0.62% Reduce -7.3% 43,810 $1.8M
Apexium Financial, LP 0.14% Add +1.9% 43,347 $1.8M
Sandbox Financial Partners, LLC 0.77% New 43,346 $1.8M
Court Place Advisors, LLC 0.59% Reduce -3.4% 43,064 $1.8M
Galvin, Gaustad & Stein, LLC 0.17% Reduce -69.1% 42,661 $1.8M
Okabena Investment Services Inc. 0.60% Reduce -0.8% 42,620 $1.8M
Greenwood Capital Associates LLC 0.24% Reduce -20.4% 42,190 $1.8M
RiverGlades Family Offices LLC 1.41% Reduce -5.8% 42,457 $1.8M
Howard Capital Management Group, LLC 0.14% Reduce -2.4% 41,975 $1.8M
Strategic Advisors LLC 0.35% Reduce -3.0% 41,889 $1.8M
Ranch Capital Advisors Inc. 0.95% Reduce -0.7% 41,730 $1.8M
Johnson Investment Counsel Inc. 0.02% Add +0.2% 41,710 $1.8M
Principal Securities, Inc. 0.05% Reduce -1.9% 41,519 $1.7M
Kanawha Capital Management LLC 0.14% Add +0.1% 41,286 $1.7M
Prairiewood Capital, LLC 0.82% Reduce -1.8% 41,257 $1.7M
Activest Wealth Management 0.83% Add +15.3% 41,054 $1.7M
Darwin Wealth Management, LLC 0.48% Reduce -9.7% 41,024 $1.7M
Pinnacle Associates Ltd. 0.03% Add +4.0% 40,719 $1.7M
SVB Wealth LLC 0.04% Reduce -1.6% 40,708 $1.7M
Crestwood Advisors Group, LLC 0.04% Reduce -12.8% 40,270 $1.7M
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -8.0% 40,139 $1.7M
Summit Financial Group, Inc. 0.60% Add +18.9% 39,985 $1.7M
Encompass More Asset Management 1.39% Add +72.8% 39,811 $1.7M
Baker Avenue Asset Management, LP 0.06% Add +7.3% 39,801 $1.7M
CSS LLC 0.40% Add +10.1% 39,000 $1.6M
Wintrust Investments LLC 0.14% Add +1.9% 38,730 $1.6M
Private Trust Co. NA 0.18% Add +0.1% 38,709 $1.6M
Country Club Bank 0.11% Reduce -2.7% 38,662 $1.6M
Narus Financial Partners, LLC 0.69% Add +6.3% 38,573 $1.6M
Triumph Capital Management 0.65% Add +590.6% 38,286 $1.6M
Oxinas Partners, LLC 1.03% Add +8.4% 37,695 $1.6M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -12.1% 37,672 $1.6M
MTM Investment Management, LLC 0.65% Add +0.9% 37,583 $1.6M
Sigma Investment Counselors Inc. 0.10% Reduce -2.9% 37,568 $1.6M
One Capital Management, LLC 0.06% Reduce -4.4% 37,411 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -88.4% 37,194 $1.6M
ARS Investment Partners, LLC 0.16% Reduce -1.4% 37,183 $1.6M
Nations Financial Group Inc, /Ia/ 0.13% Reduce -0.8% 37,076 $1.6M
Cavalier Investments, LLC 0.57% Add +5.9% 37,062 $1.6M
Bank of Marin 1.37% Add +0.4% 37,038 $1.6M
EPG Wealth Management LLC 0.38% Add +1.2% 36,976 $1.6M
E&G Advisors, LLC 0.49% Reduce -6.0% 36,762 $1.5M
Parallel Advisors, LLC 0.04% Add +12.8% 36,340 $1.5M
Advisor Resource Council 0.64% Reduce -85.0% 40,194 $1.5M
Plimoth Trust Co. LLC 0.40% Reduce -3.5% 35,766 $1.5M
Ingalls & Snyder LLC 0.07% Reduce -1.7% 35,720 $1.5M
Symmetry Partners, LLC 0.12% New 35,690 $1.5M
Wedbush Securities Inc. 0.06% Reduce -25.4% 35,658 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -5.0% 35,516 $1.5M
Moors & Cabot, Inc. 0.08% Add +1.6% 35,394 $1.5M
Montag A & Associates Inc. 0.07% Add +1.6% 35,384 $1.5M
Blue Chip Partners, LLC 0.14% Reduce -12.7% 35,166 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -31.9% 35,105 $1.5M
Glass Jacobson Investment Advisors llc 0.55% Reduce -2.7% 35,012 $1.5M
Riggs Asset Managment Co. Inc. 0.43% Add +1.2% 34,706 $1.5M
Brick & Kyle, Associates 0.65% Reduce -0.5% 35,017 $1.5M
Alerus Financial NA 0.11% New 34,607 $1.5M
Stratos Wealth Advisors, LLC 0.09% Add +11.0% 34,588 $1.5M
SOL Capital Management CO 0.18% Reduce -0.6% 34,450 $1.5M
Abbrea Capital, LLC 0.19% Add +1.1% 34,244 $1.4M
RPg Family Wealth Advisory, LLC 0.46% Reduce -4.3% 34,193 $1.4M
CMG Global Holdings, LLC 0.99% No change 34,185 $1.4M
Arrow Financial Corp 0.14% Reduce -0.3% 34,151 $1.4M
Monetary Management Group Inc. 0.40% Reduce -1.2% 34,050 $1.4M
AE Wealth Management LLC 0.02% Reduce -91.2% 33,819 $1.4M
Watts Gwilliam & Co., LLC 0.44% — 34,014 $1.4M
Bleakley Financial Group, LLC 0.04% Reduce -4.0% 33,804 $1.4M
WealthPLAN Partners, LLC 0.15% Reduce -4.0% 33,748 $1.4M
Worth Asset Management, LLC 0.87% Reduce -4.8% 33,724 $1.4M
Raleigh Capital Management Inc. 0.61% Add +55152.5% 33,704 $1.4M
Capital Wealth Planning, LLC 0.02% New 33,503 $1.4M
Next Capital Management LLC 0.57% Reduce -33.0% 33,376 $1.4M
McGuire Investment Group, LLC 0.20% Add +4.5% 33,182 $1.4M
Kessler Investment Group, LLC 0.86% Reduce -8.4% 32,846 $1.4M
Apollon Wealth Management, LLC 0.04% Add +59.9% 32,770 $1.4M
Concourse Financial Group Securities, Inc. 0.09% Add +3.2% 32,505 $1.4M
CenterStar Asset Management, LLC 2.82% Add +37.5% 32,303 $1.4M
Bell Bank 0.12% Reduce -93.0% 32,163 $1.4M
Successful Portfolios LLC 0.92% Reduce -1.0% 32,103 $1.4M
SP Asset Management LLC 0.13% Reduce -0.8% 32,056 $1.4M
Credit Agricole S A 0.02% Reduce -87.3% 33,835 $1.3M
Hollencrest Capital Management 0.06% Add +57.9% 31,690 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Add +24.1% 31,649 $1.3M
DT Investment Partners, LLC 0.13% No change 31,495 $1.3M
Patten & Patten Inc. 0.09% Add +17.4% 31,435 $1.3M
Signet Financial Management, LLC 0.18% Reduce -40.9% 31,213 $1.3M
Essex Financial Services, Inc. 0.12% Add +9.4% 31,080 $1.3M
Nwi Management LP 0.18% No change 31,000 $1.3M
Cladis Investment Advisory, LLC 0.96% Add +3.4% 30,906 $1.3M
Keebeck Wealth Management 0.19% Reduce -0.5% 30,609 $1.3M
Tsfg, LLC 0.33% Reduce -7.7% 30,600 $1.3M
WESPAC Advisors SoCal, LLC 0.34% Add +8.4% 30,417 $1.3M
Ausdal Financial Partners, Inc. 0.15% Add +30.8% 30,311 $1.3M
NBT Bank, N.A. 0.09% Reduce -5.8% 30,303 $1.3M
Diversify Advisory Services, LLC 0.08% — 30,464 $1.3M
Jefferies Financial Group Inc. 0.03% Reduce -87.7% 30,283 $1.3M
Point72 Asset Management 0.00% Reduce -75.6% 30,000 $1.3M
Brookstone Capital Management 0.02% Add +5.4% 29,867 $1.3M
Glen Eagle Advisors, LLC 0.24% Add +1.1% 29,814 $1.3M
LGL Partners, LLC 0.21% Add +0.5% 29,709 $1.3M
City Center Advisors, LLC 1.47% — 29,689 $1.3M
Advisors Capital Management, LLC 0.02% Add +6.4% 29,412 $1.2M
Rollins Financial Advisors, LLC 0.23% New 29,370 $1.2M
Accel Wealth Management 0.52% Add +42.8% 29,366 $1.2M
Per Stirling Capital Management, LLC. 0.21% Add +4.0% 29,240 $1.2M
Focus Partners Advisor Solutions, LLC 0.04% Add +187.0% 29,127 $1.2M
Signal Advisors Wealth, LLC 0.30% Add +29.1% 29,062 $1.2M
MIdWestOne Financial Group, Inc. 0.22% No change 28,991 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -2.5% 28,715 $1.2M
Natixis Advisors, LLC 0.00% Add +7.6% 28,563 $1.2M
D L Carlson Investment Group Inc. 0.23% Reduce -5.5% 28,410 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.49% Reduce -1.5% 28,284 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.50% Reduce -6.7% 29,114 $1.2M
Foguth Wealth Management, LLC. 0.64% — 28,246 $1.2M
NWF Advisory Services Inc. 0.20% Reduce -6.7% 28,243 $1.2M
SeaCrest Wealth Management, LLC 0.15% Add +13.0% 28,212 $1.2M
Providence First Trust Co 0.52% Reduce -0.3% 28,206 $1.2M
First Foundation Advisors 0.05% Add +0.2% 28,163 $1.2M
Sentinel Trust Co. Lba 0.15% No change 28,161 $1.2M
Tranquility Partners, LLC 0.46% Add +0.0% 28,141 $1.2M
SpiderRock Advisors, LLC 0.04% — 28,974 $1.2M
One Wealth Map LLC 0.78% Reduce -11.8% 28,963 $1.2M
Moneta Group Investment Advisors LLC 0.02% Add +0.3% 28,045 $1.2M
Apollon Financial, LLC 0.41% Add +0.9% 28,005 $1.2M
Allen Investment Management, LLC 0.01% No change 27,791 $1.2M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -11.4% 27,702 $1.2M
Granite FO LLC 0.68% No change 25,920 $1.2M
Marco Investment Management LLC 0.11% Reduce -0.3% 27,602 $1.2M
German American Bancorp, Inc. 0.14% Reduce -79.2% 27,445 $1.2M
Tradition Wealth Management, LLC 0.12% Add +2.4% 27,441 $1.2M
Susquehanna International Group Ltd. 0.27% Add +1.8% 27,174 $1.1M
Roberts Wealth Advisors, LLC 0.43% Reduce -0.7% 28,646 $1.1M
Whittier Trust Co. 0.02% Add +3.9% 27,091 $1.1M
Spreng Capital Management, Inc. 0.61% Reduce -9.3% 27,040 $1.1M
Xcel Wealth Management, LLC 0.36% No change 26,988 $1.1M
Peoples Bank 0.88% Reduce -3.1% 26,815 $1.1M
Cape Ann Savings Bank 0.70% Add +0.2% 26,480 $1.1M
Van Leeuwen & Company, LLC 0.56% Reduce -7.4% 26,255 $1.1M
NFSG Corp 0.48% Add +20.2% 26,103 $1.1M
Alterna Wealth Management, Inc. 0.89% Add +1.7% 26,097 $1.1M
PFG Investments, LLC 0.07% Add +90.7% 26,071 $1.1M
Gratus Capital, LLC 0.05% Add +333.3% 25,996 $1.1M
Jones Financial Companies LLLP 0.00% Add +40.1% 25,988 $1.1M
Smith Salley Wealth Management 0.08% Reduce -1.3% 25,983 $1.1M
Simon Quick Advisors, LLC 0.08% Reduce -4.8% 25,871 $1.1M
Certified Advisory Corp 0.15% Add +3.7% 25,775 $1.1M
Founders Financial Alliance, LLC 0.33% Reduce -4.2% 25,771 $1.1M
LifePlan Financial, LLC 0.99% Reduce -45.7% 25,590 $1.1M
Wedmont Private Capital 0.08% Add +0.1% 25,923 $1.1M
Curi Capital, LLC 0.03% Reduce -0.4% 25,401 $1.1M
JBR Co Financial Management Inc 0.85% Add +8.6% 25,365 $1.1M
C2C Wealth Management, LLC 1.05% Reduce -6.2% 25,206 $1.1M
Herbst Group, LLC 0.65% Add +0.2% 25,032 $1.1M
Prelude Capital Management, LLC 0.07% New 25,000 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.6% 24,945 $1.1M
Verition Fund Management LLC 0.01% Reduce -11.4% 24,819 $1.0M
Navellier & Associates Inc. 0.13% New 24,704 $1.0M
Csenge Advisory Group 0.06% Add +43.2% 24,637 $1.0M
Peak Asset Management, LLC 0.20% Add +0.3% 24,390 $1.0M
Audent Global Asset Management, LLC 1.05% Add +2.5% 24,337 $1.0M
Intrua Financial, LLC 0.16% Reduce -28.0% 24,135 $1.0M
Procyon Advisors, LLC 0.08% Add +124.2% 24,120 $1.0M
First Business Financial Services, Inc. 0.11% No change 24,095 $1.0M
Richard W. Paul & Associates, LLC 0.40% Reduce -4.2% 24,081 $1.0M
Janney Capital Management LLC 0.07% Add +7.8% 23,941 $1.0M
World Equity Group, Inc. 0.21% Reduce -2.1% 23,841 $1.0M
Ironwood Financial, llc 0.23% Reduce -2.1% 23,831 $1.0M
Girard Partners LTD. 0.09% Add +35.0% 23,622 $995K
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -1.1% 23,615 $995K
Wealthcare Advisory Partners LLC 0.03% Reduce -5.7% 23,559 $992K
Fiduciary Group, LLC 0.11% Add +14.8% 23,544 $992K
Chilton Investment Co. Inc. 0.03% No change 23,500 $990K
Sowa Financial Group, Inc. 0.80% No change 26,215 $986K
PSI Advisors, LLC 0.35% Reduce -8.5% 23,273 $980K
Salem Investment Counselors Inc. 0.03% Reduce -0.6% 23,073 $972K
Calton & Associates, Inc. 0.47% Add +8.6% 23,068 $972K
Journey Advisory Group, LLC 0.12% No change 23,009 $969K
Mitchell Sinkler & Starr 0.24% Reduce -8.3% 22,960 $967K
Union Savings Bank 0.51% Reduce -2.0% 22,942 $966K
Intellectus Partners, LLC 0.26% Add +5.5% 22,920 $965K
Mission Creek Capital Partners, Inc. 0.25% Reduce -24.4% 22,810 $961K
Counterweight Ventures, LLC 0.77% New 22,769 $959K
O'shaughnessy Asset Management, LLC 0.01% Add +5.0% 22,764 $959K
Elevated Capital Advisors, LLC 0.27% Reduce -0.8% 22,596 $952K
Davies Financial Advisors, Inc. 0.96% — 22,426 $945K
Fsa Wealth Partners, Inc. 0.23% Reduce -4.4% 22,250 $937K
StoneX Group Inc. 0.08% Reduce -0.7% 22,227 $936K
Schnieders Capital Management LLC 0.19% Reduce -0.7% 22,121 $932K
Appleton Partners Inc. 0.07% Reduce -11.0% 22,081 $930K
HBK Sorce Advisory LLC 0.03% Reduce -0.2% 21,963 $925K
Correct Capital Wealth Management 0.21% New 21,854 $920K
Capital Insight Partners, LLC 0.17% Reduce -1.8% 21,829 $919K
Neuberger Berman Group LLC 0.00% Reduce -4.1% 21,668 $913K
Westbourne Investment Advisors, Inc. 0.33% Add +2.6% 21,599 $910K
American Financial Advisors, LLC 0.13% Reduce -4.9% 21,588 $909K
SMART Wealth LLC 0.41% New 21,490 $905K
Eagle Capital Management, LLC 0.41% Reduce -7.7% 21,416 $902K
KG Capital Management 0.36% Add +0.5% 21,374 $900K
Advisors Management Group Inc. 0.22% Reduce -4.1% 21,370 $900K
Caldwell Trust Co 0.10% No change 21,356 $900K
Marcum Wealth, LLC 0.09% Add +168.1% 21,287 $897K
EverSource Wealth Advisors, LLC 0.07% Add +23.5% 22,203 $896K
Magnus Financial Group LLC 0.11% Reduce -18.2% 21,195 $893K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -72.0% 21,143 $891K
Webster Bank, N. A. 0.10% Reduce -0.0% 20,874 $879K
Global Financial Private Client, LLC 0.38% Reduce -0.7% 20,903 $876K
Investment Advisory Group, LLC 0.36% Add +35.8% 20,708 $872K
Ally Invest Advisors Inc. 0.09% Add +28.9% 20,699 $872K
Teamwork Financial Advisors, LLC 0.13% Add +32.8% 20,691 $871K
MKT Advisors LLC 0.48% Reduce -0.9% 21,274 $870K
WealthShield Partners, LLC 0.14% Reduce -38.0% 20,644 $870K
Goodman Advisory Group, LLC 0.27% Add +22.6% 20,568 $866K
WorthPointe, LLC 0.43% New 20,507 $864K
Headinvest, LLC 0.17% Reduce -2.3% 20,501 $864K
Pettinga Financial Advisors LLC 0.22% Reduce -0.8% 20,402 $859K
Sax Wealth Advisors, LLC 0.10% Add +0.4% 20,398 $859K
V2 Financial group LLC 0.59% Reduce -3.3% 20,361 $858K
Parkside Advisors LLC 0.22% Reduce -0.3% 20,229 $852K
Clearbridge Investments, LLC 0.00% New 20,180 $850K
Regal Investment Advisors LLC 0.06% Add +25.9% 20,149 $849K
Whitaker-Myers Wealth Managers, LTD. 0.36% New 20,133 $848K
Kraft, Davis & Associates, LLC 0.25% New 20,308 $847K
GPS Wealth Strategies Group, LLC 0.14% Reduce -3.2% 20,101 $847K
Breakwater Capital Group 0.21% Add +9.8% 20,057 $845K
Central Bank & Trust Co. 0.12% Reduce -13.7% 20,049 $844K
Pursue Wealth Partners LLC 0.50% No change 20,000 $842K
Aft, Forsyth & Sober, LLC 0.30% No change 20,000 $842K
Sweet Financial Partners, LLC 0.19% No change 19,955 $841K
Fulcrum Equity Management 0.99% Add +30.4% 19,921 $839K
HBW Advisory Services LLC 0.16% No change 22,225 $836K
Perennial Investment Advisors, LLC 0.13% Add +5.2% 19,756 $832K
Brightwater Advisory LLC 0.67% Reduce -2.8% 19,742 $832K
Caas Capital Management LP 0.35% New 19,700 $830K
Signature Wealth Management Partners, LLC 0.67% Reduce -2.8% 19,680 $829K
Personal Cfo Solutions, LLC 0.13% Reduce -17.7% 19,663 $828K
FirstPurpose Wealth LLC 0.30% No change 20,078 $821K
Parkside Financial Bank & Trust 0.13% Add +0.0% 19,448 $819K
Penobscot Wealth Management 0.52% Reduce -18.1% 19,410 $818K
SOA Wealth Advisors, LLC. 0.17% Add +0.3% 19,353 $815K
Wellington Shields Capital Management, LLC 0.15% New 19,346 $815K
Falcon Wealth Planning 0.13% Add +1.1% 19,337 $814K
BNC Wealth Management, LLC 0.35% Reduce -11.6% 19,303 $813K
QRG Capital Management, Inc. 0.01% Add +15.4% 19,202 $809K
Global Endowment Management, LP 0.08% No change 19,030 $802K
MV Capital Management, Inc. 0.09% Reduce -2.1% 18,982 $800K
Etfidea, LLC 0.27% No change 18,980 $799K
Hilltop National Bank 0.27% — 18,956 $798K
Destiny Wealth Partners, LLC 0.14% No change 18,910 $796K
Empower Advisory Group, LLC 0.00% Add +0.7% 18,817 $793K
VanderPol Investments L.L.C. 2.26% Reduce -7.9% 18,728 $789K
Global Assets Advisory, LLC 0.47% Add +0.1% 18,658 $782K
Capital Investment Counsel, LLC 0.17% Add +54.0% 18,540 $781K
Waldron Private Wealth LLC 0.04% No change 18,415 $776K
Waverly Advisors, LLC 0.02% Add +32.7% 18,386 $774K
ELCO Management Co., LLC 0.47% Add +28.9% 18,305 $771K
Manhattan West Asset Management, LLC 0.18% Reduce -9.3% 18,203 $767K
Kingswood Wealth Advisors, LLC 0.09% Reduce -25.7% 18,196 $766K
Trust Point Inc. 0.06% No change 18,174 $765K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -47.8% 18,131 $764K
TD Private Client Wealth LLC 0.03% Reduce -19.6% 18,093 $762K
Waterloo Capital, L.P. 0.10% Reduce -39.0% 18,023 $759K
Charter Oak Capital Management, LLC 0.08% No change 17,966 $757K
Buckingham Strategic Wealth, LLC 0.01% Add +1.4% 17,859 $752K
Bokf, NA 0.01% No change 17,952 $752K
N.E.W. Advisory Services LLC 0.08% Add +3.5% 17,848 $752K
Act Two Investors LLC 0.15% Reduce -25.2% 17,817 $750K
Two Sigma Securities, LLC 0.04% Reduce -69.7% 17,788 $749K
Taylor & Morgan Wealth Management, LLC 0.55% Reduce -7.4% 17,774 $749K
Connecticut Wealth Management, LLC 0.04% Add +0.0% 17,690 $745K
Constitution Capital LLC 0.42% Add +3.8% 17,684 $745K
Tyler-Stone Wealth Management 0.33% Reduce -14.3% 17,674 $744K
IPG Investment Advisors LLC 0.16% Reduce -7.6% 17,666 $744K
Beaumont Financial Advisors, LLC 0.06% Reduce -15.6% 17,663 $744K
ICA Group Wealth Management, LLC 0.15% Add +9.2% 17,584 $741K
Roman Butler Fullerton & Co. 0.28% Reduce -1.3% 18,109 $740K
Steele Capital Management, Inc. 0.04% Add +2.9% 17,569 $740K
Contravisory Investment Management, Inc. 0.16% Reduce -5.9% 17,420 $734K
Riversedge Advisors, LLC 0.18% No change 17,398 $733K
AQR Capital Management 0.00% Add +103.5% 17,397 $733K
Cassaday & Co Wealth Management LLC 0.02% Add +5.0% 17,392 $733K
Centiva Capital, LP 0.04% Reduce -63.4% 17,380 $732K
IFP Advisors, Inc 0.03% Reduce -12.5% 17,349 $731K
Florida Financial Advisors, LLC 0.54% Add +90.5% 17,293 $728K
Montecito Bank & Trust 0.15% Reduce -15.7% 17,233 $726K
Burford Brothers, Inc. 0.48% Reduce -1.8% 17,217 $725K
Cary Street Partners Asset Management LLC 0.11% Reduce -6.0% 17,196 $724K
Glenview Trust Co 0.02% Add +12.6% 17,069 $719K
Absolute Capital Management, LLC 0.46% New 17,033 $717K
Financial & Tax Architects, LLC 0.20% Reduce -9.8% 17,011 $717K
Heritage Wealth Advisors 0.03% No change 16,909 $712K
Money Concepts Capital Corp. 0.07% Add +4.3% 16,866 $710K
Woodmont Investment Counsel LLC 0.06% Reduce -0.7% 16,791 $707K
Thomasville National Bank 0.06% No change 16,762 $706K
SouthState Bank Corp 0.05% Reduce -2.3% 16,633 $701K
Chilton Capital Management LLC 0.03% No change 16,599 $699K
Barometer Capital Management Inc. 0.18% New 17,300 $698K
Balboa Wealth Partners 0.22% Reduce -19.8% 16,522 $696K
Evoke Wealth, LLC 0.02% New 16,505 $695K
Citizens Financial Group Inc. 0.02% Add +144.6% 16,375 $690K
Guardian Asset Advisors, LLC 0.57% Add +11.2% 16,312 $687K
Investment Partners, LTD. 0.31% No change 16,301 $687K
Rebalance, LLC 0.06% Add +0.4% 16,282 $686K
Sterneck Capital Management, LLC 0.41% Reduce -16.5% 16,242 $684K
Lynch & Associates 0.16% No change 16,075 $677K
1834 Investment Advisors Co. 0.08% No change 16,010 $674K
Lyell Wealth Management, LP 0.07% Add +0.5% 15,993 $674K
Powell Investment Advisors, LLC 0.36% Add +0.1% 15,976 $673K
Coastline Trust Co 0.08% Reduce -7.9% 15,825 $667K
Atticus Wealth Management, LLC 0.22% Add +11.5% 15,817 $666K
Rwa Wealth Partners, LLC 0.01% Add +24.6% 15,813 $666K
Bourgeon Capital Management LLC 0.13% No change 15,762 $664K
Edge Financial Advisors LLC 0.58% — 15,707 $662K
Avidian Wealth Enterprises, LLC 0.04% Reduce -16.4% 15,694 $661K
Lunt Capital Management, Inc. 0.33% Reduce -7.1% 15,650 $659K
Philip James Wealth Mangement, LLC 0.46% Reduce -0.6% 15,548 $655K
Avantax Planning Partners, Inc. 0.02% Reduce -2.8% 15,511 $653K
Axxcess Wealth Management, LLC 0.02% Reduce -14.3% 15,505 $653K
Beaumont Asset Management, L.L.C. 0.43% Add +5.5% 15,475 $652K
Worth Financial Advisory Group, LLC 0.45% Reduce -3.0% 15,473 $652K
Argent Trust Co 0.03% No change 15,435 $650K
WNY Asset Management, LLC 0.10% Reduce -37.5% 15,405 $649K
Principle Wealth Partners LLC 0.05% No change 15,401 $649K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.0% 15,389 $648K
Hyman Charles D 0.04% No change 15,282 $644K
Freestone Capital Holdings, LLC 0.02% Add +24.1% 15,241 $642K
Prostatis Group LLC 0.24% Add +11.9% 15,216 $641K
Claro Advisors Inc. 0.11% Add +23.3% 15,176 $639K
Prevail Innovative Wealth Advisors, LLC 0.24% Reduce -12.9% 15,130 $637K
Fiduciary Family Office, LLC 0.25% New 15,080 $635K
Kathleen S. Wright Associates Inc. 0.30% Add +0.0% 15,037 $633K
Glassman Wealth Services 0.13% Reduce -1.8% 14,991 $631K
Ieq Capital, LLC 0.01% Add +34.5% 14,849 $625K
Octavia Wealth Advisors, LLC 0.09% Reduce -26.5% 14,793 $623K
CHICAGO TRUST Co NA 0.13% Reduce -0.3% 14,756 $622K
American Institute for Advanced Investment Management, LLP 0.49% Add +3.4% 14,755 $621K
River Wealth Advisors LLC 0.09% Add +6.2% 14,743 $621K
Peterson Wealth Management 0.45% Reduce -1.6% 14,730 $620K
World Investment Advisors 0.09% Reduce -21.1% 13,913 $620K
Investment Partners Asset Management, Inc. 0.56% Reduce -9.7% 14,614 $616K
Townsquare Capital LLC 0.01% Add +12.8% 14,600 $615K
Verdence Capital Advisors LLC 0.06% Add +1.6% 14,565 $613K
9258 Wealth Management, LLC 0.10% New 14,564 $613K
Viewpoint Capital Management LLC 0.39% Reduce -4.0% 14,542 $613K
Allie Family Office LLC 0.36% Reduce -6.9% 14,485 $610K
Navis Wealth Advisors, LLC 0.73% Reduce -9.6% 14,469 $609K
O'ROURKE & COMPANY, Inc 0.35% Add +26.2% 14,463 $609K
AdvisorNet Financial, Inc 0.06% Reduce -20.6% 14,448 $609K
Collaborative Wealth Managment Inc. 0.30% Reduce -5.2% 14,441 $608K
First National Trust Co 0.02% Reduce -4.9% 14,410 $607K
Meridian Wealth Advisors, LLC 0.11% No change 14,385 $606K
Adirondack Trust Co. 0.25% Add +1.8% 14,386 $606K
Goelzer Investment Management, Inc. 0.03% Reduce -17.5% 14,363 $605K
Monograph Wealth Advisors, LLC 0.09% No change 14,345 $604K
Transform Wealth, LLC 0.06% Reduce -2.3% 14,327 $603K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -5.0% 14,309 $603K
Transatlantique Private Wealth LLC 0.26% No change 14,300 $602K
Capital Investment Advisory Services, LLC 0.06% Reduce -7.6% 14,264 $601K
Tidal Investments LLC 0.01% New 14,231 $599K
Private Portfolio Partners LLC 0.12% Reduce -6.2% 14,197 $598K
Financial Partners Group, LLC 0.23% Reduce -3.6% 14,189 $598K
L.M. Kohn & Company 0.17% Reduce -4.4% 14,154 $596K
Greenleaf Trust 0.01% Add +0.3% 14,126 $595K
FineMark National Bank & Trust 0.02% No change 13,956 $588K
NCP Inc. 0.40% — 13,831 $583K
Kiley Juergens Wealth Management, LLC 0.18% Reduce -4.7% 13,821 $582K
KMG Fiduciary Partners, LLC 0.06% Reduce -4.7% 13,818 $582K
Strategic Financial Concepts, LLC 0.14% New 13,743 $579K
Phillips Wealth Planners LLC 0.66% New 14,549 $576K
Cornerstone Advisory, LLC 0.08% Reduce -4.2% 13,659 $575K
Quadcap Wealth Management, LLC 0.13% Reduce -4.9% 13,620 $574K
IMC-Chicago, LLC 0.02% New 13,603 $573K
Private Capital Management, LLC 0.06% Reduce -1.1% 13,508 $569K
Condor Capital Management 0.06% Reduce -2.4% 13,497 $568K
Executive Wealth Management, LLC 0.05% Add +54.0% 13,541 $567K
Anchor Investment Management, LLC 0.06% Reduce -2.3% 13,434 $566K
Debussy Capital Management LP 0.16% Add +0.3% 13,517 $565K
D.B. Root & Company, LLC 0.19% Reduce -9.1% 13,374 $563K
Acropolis Investment Management, LLC 0.04% Reduce -13.8% 13,372 $563K
MCF Advisors LLC 0.04% No change 13,368 $563K
UMB Bank, n.a. 0.01% Add +0.7% 13,319 $561K
Swmg, LLC 0.25% Add +9.4% 13,287 $560K
Second Half Financial Partners, LLC 0.25% New 13,262 $559K
Householder Group Estate & Retirement Specialist, LLC 0.17% Add +6.5% 13,252 $558K
Lake Street Private Wealth, LLC 0.08% Add +22.6% 13,220 $557K
RMR Wealth Builders 0.07% Reduce -11.4% 13,217 $557K
Compound Planning, Inc. 0.05% Reduce -24.8% 13,208 $556K
Y-Intercept (Hong Kong) Ltd 0.04% New 13,206 $556K
Granger Management LLC 0.11% No change 13,181 $555K
Imprint Wealth LLC 0.13% Add +105.7% 13,242 $555K
Elgethun Capital Management 0.14% Reduce -1.7% 13,179 $554K
WealthBridge Capital Management, LLC 0.19% Add +18.0% 13,120 $553K
Koshinski Asset Management, Inc. 0.06% Reduce -26.7% 13,091 $551K
Quantbot Technologies LP 0.03% Reduce -88.3% 12,999 $548K
Lindbrook Capital, LLC 0.05% Reduce -2.4% 12,958 $546K
Signaturefd, LLC 0.01% Reduce -12.8% 12,951 $545K
Trust Co. of Oklahoma 0.19% Reduce -0.4% 12,853 $541K
Shulman DeMeo Asset Management LLC 0.14% Reduce -25.6% 12,802 $539K
Country Trust Bank 0.01% Reduce -52.5% 12,795 $539K
Alpha Cubed Investments, LLC 0.03% Reduce -35.2% 12,762 $538K
Grassi Investment Management 0.05% Add +5.8% 12,697 $535K
McDonald Partners LLC 0.15% Add +0.2% 12,688 $534K
Bank of Hawaii 0.03% No change 12,662 $533K
Diligent Investors, LLC 0.13% Add +1.1% 12,578 $530K
Flow Traders U.S. LLC 0.03% New 12,551 $529K
Foster Dykema Cabot & Partners, LLC 0.05% Reduce -96.6% 12,547 $528K
Arete Wealth Advisors, LLC 0.05% Add +15.7% 12,484 $526K
Hennion & Walsh Asset Management, Inc. 0.03% Add +99.7% 12,476 $525K
Wealthstar Advisors, LLC 0.18% Add +3.8% 12,276 $525K
All Season Financial Advisors, Inc. 0.43% New 12,446 $524K
Modus Advisors, LLC 0.19% No change 12,442 $524K
Choate Investment Advisors 0.01% Add +2.5% 12,410 $523K
TruWealth Advisors, LLC 0.04% Add +0.0% 12,391 $522K
Ascent Group, LLC 0.05% Reduce -21.3% 12,353 $520K
Clare Market Investments LLC 0.16% Reduce -6.2% 12,335 $520K
Pettyjohn, Wood & White, Inc. 0.10% Add +5.6% 12,305 $518K
RPG Investment Advisory, LLC 0.08% Reduce -18.7% 12,292 $518K
Soros Fund Management 0.02% No change 12,270 $517K
Gratus Wealth Advisors, LLC 0.09% Reduce -6.1% 12,972 $517K
Marathon Trading Investment Management LLC 0.21% Reduce -13.1% 12,230 $515K
Sound Income Strategies, LLC 0.04% Add +2112.9% 12,215 $515K
Carmichael Hill & Associates, Inc. 0.21% Add +8.4% 12,211 $514K
Kaydan Wealth Management, Inc. 0.18% Add +1.7% 12,197 $514K
University of Texas/Texas Am Investment Management Co. 0.14% No change 13,646 $513K
Bragg Financial Advisors, Inc 0.02% Reduce -13.5% 12,167 $512K
Private Wealth Strategies, L.L.C. 0.11% Reduce -9.6% 12,166 $512K
3EDGE Asset Management, LP 0.04% New 12,117 $510K
Jackson Hole Capital Partners, LLC 0.12% Reduce -1.2% 12,091 $509K
Key Client Fiduciary Advisors, LLC 0.27% Reduce -2.0% 12,074 $509K
USA Financial Formulas 0.08% Reduce -18.9% 12,055 $508K
Bristlecone Advisors, LLC 0.04% Add +9.1% 12,015 $506K
Arlington Trust Co LLC 0.13% Reduce -21.1% 12,000 $505K
Old North State Trust, LLC 0.43% — 12,000 $505K
Talisman Wealth Advisors LLC 0.63% Add +7.5% 11,970 $504K
Exchange Capital Management, Inc. 0.08% Reduce -1.6% 11,964 $504K
Mathes Company, Inc. 0.19% Add +26.5% 11,950 $503K
First Wilshire Securities Management Inc. 0.15% Reduce -4.8% 11,950 $503K
Wealth Advisory Solutions, LLC 0.13% Reduce -14.3% 11,932 $503K
Up Strategic Wealth Investment Advisors LLC 0.82% No change 11,929 $502K
Prosperity Consulting Group, LLC 0.06% Add +0.0% 11,927 $502K
Banque Cantonale Vaudoise 0.02% Reduce -19.2% 11,910 $502K
Cutler Group LLC / CA 0.25% New 11,907 $501K
Dana Investment Advisors, Inc. 0.02% New 11,886 $501K
Braun Stacey Associates Inc. 0.02% Add +0.6% 11,881 $500K
Clay Northam Wealth Management, LLC 0.40% Add +0.7% 11,817 $498K
Oxford Financial Group, LTD. LLC 0.03% Reduce -10.4% 11,777 $496K
James Investment Research, Inc. 0.06% Reduce -1.0% 11,768 $496K
Walleye Trading LLC 0.01% New 11,754 $495K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 11,737 $494K
Valley Wealth Managers, Inc. 0.04% Reduce -0.1% 11,656 $491K
Legacy Wealth Asset Management, LLC 0.14% No change 11,590 $488K
Caldwell Sutter Capital, Inc. 0.23% No change 11,544 $486K
Zhang Financial LLC 0.04% Reduce -4.1% 11,540 $486K
Summit Financial, LLC 0.03% New 11,530 $486K
Sterling Investment Management, LLC 0.34% Reduce -1.9% 11,405 $480K
LifePro Asset Management 0.32% Add +1.3% 11,385 $480K
Milestone Investment Advisors LLC 0.13% No change 11,348 $478K
Hexagon Capital Partners LLC 0.11% Reduce -2.8% 11,321 $477K
Means Investment Co., Inc. 0.06% Add +0.0% 11,271 $475K
Ahl Investment Management, Inc. 0.36% Reduce -9.6% 11,243 $474K
Tempus Wealth Planning, LLC 0.21% Add +0.0% 11,191 $471K
Pinnacle Family Advisors, LLC 0.25% Reduce -57.2% 11,186 $471K
Allen Capital Group, LLC 0.07% No change 11,183 $471K
Biltmore Family Office, LLC 0.09% No change 11,173 $471K
Greytown Advisors Inc. 0.26% Reduce -20.8% 11,127 $469K
Key Financial Inc 0.12% Reduce -1.4% 11,073 $466K
Pine Haven Investment Counsel, Inc 0.41% Reduce -11.9% 11,070 $466K
American State Bank (Iowa) 0.31% Reduce -22.8% 11,020 $464K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.2% 11,310 $459K
Brave Asset Management Inc. 0.12% Reduce -15.3% 10,846 $457K
Certuity, LLC 0.04% Add +15.9% 10,807 $455K
All Terrain Financial Advisors, LLC 0.19% Reduce -6.6% 10,732 $452K
Paloma Partners Management Co 0.09% Reduce -92.6% 10,707 $451K
KWB Wealth 0.06% Add +2.5% 10,695 $450K
YHB Investment Advisors, Inc. 0.04% Add +15.9% 10,681 $450K
Courier Capital LLC 0.03% No change 10,681 $450K
KFA Private Wealth Group, LLC 0.14% Add +9.9% 10,594 $446K
tru Independence LLC 0.13% Reduce -4.5% 10,567 $445K
Formidable Asset Management, LLC 0.07% Reduce -5.8% 10,521 $443K
Good Life Advisors, LLC 0.04% Reduce -14.6% 10,416 $439K
Leo Wealth, LLC 0.04% Reduce -0.9% 10,386 $436K
Eldridge Investment Advisors, Inc. 0.11% Add +0.0% 10,353 $436K
Northwest Wealth Management, LLC 0.12% New 10,339 $435K
Lodestone Wealth Management LLC 0.23% Reduce -1.1% 10,328 $435K
Seven Springs Wealth Group, LLC 0.17% No change 10,262 $432K
Amplius Wealth Advisors, LLC 0.05% Reduce -12.8% 10,223 $431K
Savant Capital, LLC 0.00% Reduce -19.6% 10,214 $430K
Sebold Capital Management, Inc. 0.29% Reduce -1.7% 10,176 $429K
USAdvisors Wealth Management, LLC 0.16% New 10,170 $426K
Interchange Capital Partners, LLC 0.29% Add +11.6% 9,944 $425K
Aries Wealth Management 0.14% No change 10,054 $423K
Select Asset Management & Trust 0.18% No change 10,035 $423K
Cadent Capital Advisors, LLC 0.17% New 10,039 $423K
Hillcrest Wealth Advisors - NY, LLC 0.23% Reduce -49.4% 10,000 $421K
Drexel Morgan & Co. 0.09% No change 10,000 $421K
Levin Capital Strategies, L.P. 0.04% No change 10,000 $421K
STAR Financial Bank 0.36% Add +1.4% 9,998 $421K
Circle Wealth Management, LLC 0.01% Add +0.1% 9,956 $419K
Moneco Advisors, LLC 0.07% Reduce -6.7% 9,913 $418K
Bedel Financial Consulting, Inc. 0.07% Reduce -1.0% 9,898 $417K
Empirical Asset Management, LLC 0.20% No change 9,893 $417K
Elevatus Welath Management 0.16% No change 9,866 $416K
Modera Wealth Management, LLC 0.01% Add +3.1% 9,865 $416K
Obsidian Cio, LLC 0.10% Add +13.7% 9,835 $414K
Oxler Private Wealth LLC 0.16% Reduce -2.3% 9,826 $414K
Strategic Wealth Partners, Ltd. 0.05% Add +55.0% 9,813 $413K
HM Payson & Co. 0.01% Add +2.3% 9,792 $412K
MGB Wealth Management, LLC 0.17% No change 9,778 $412K
Edge Capital Group, LLC 0.02% No change 9,777 $412K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -18.3% 9,719 $409K
Brown Brothers Harriman & Co. 0.00% Add +33.1% 9,660 $407K
ProVise Management Group, LLC 0.04% Reduce -87.5% 9,623 $405K
Ehrlich Financial Group 0.34% Add +19.8% 9,602 $404K
Royal Capital Wealth Management, LLC 0.32% Add +0.0% 9,596 $404K
KKM Financial LLC 0.20% No change 9,568 $403K
Strategic Family Wealth Counselors, L.L.C. 0.16% Add +0.3% 9,559 $403K
Sonora Investment Management Group, LLC 0.03% Add +40.1% 9,553 $402K
Exencial Wealth Advisors, LLC 0.01% Add +56.0% 9,501 $400K
Raab & Moskowitz Asset Management LLC 0.11% Reduce -0.7% 9,500 $400K
Channel Wealth LLC 0.16% Add +9.2% 9,472 $399K
SFE Investment Counsel 0.09% Reduce -3.1% 9,459 $398K
Mosaic Financial Group, LLC 0.32% — 9,416 $397K
Moloney Securities Asset Management, LLC 0.06% Reduce -5.4% 9,409 $396K
BluePointe Capital Management, LLC 0.27% No change 9,324 $393K
PFG Advisors 0.03% Add +15.8% 9,285 $391K
Fusion Capital, LLC 0.18% Reduce -7.0% 9,179 $387K
MainStreet Investment Advisors LLC 0.05% Reduce -6.6% 9,160 $386K
Gerber, LLC 0.32% Add +0.3% 9,121 $384K
Bowman & Co S.C. 0.23% Reduce -28.0% 9,116 $384K
Breed's Hill Capital LLC 0.35% No change 9,100 $383K
Addison Advisors LLC 0.13% Reduce -6.2% 9,009 $379K
Ellevest, Inc. 0.02% No change 9,003 $379K
Creegan & Nassoura Financial Group, LLC 0.25% No change 9,000 $379K
Destiny Capital Corp 0.26% No change 8,991 $379K
DF Dent & Co. Inc. 0.00% No change 8,978 $378K
Dupree Financial Group, LLC 0.18% Reduce -5.5% 8,976 $378K
Aurora Private Wealth, Inc. 0.33% Add +3.1% 8,998 $377K
Richardson Capital Management LLC 0.31% New 8,944 $377K
Integral Investment Advisors, Inc. 0.15% New 8,926 $374K
Wealth Effects LLC 0.14% Reduce -20.4% 8,771 $369K
First Heartland Consultants, Inc. 0.04% Reduce -4.9% 8,763 $369K
Texas Capital Bank Wealth Management Services Inc 0.04% New 8,760 $369K
Smith Chas P & Associates Pa Cpas 0.02% Add +5.7% 8,750 $369K
First Citizens Bank & Trust Co. 0.01% Add +0.5% 8,750 $369K
Fidelis Capital Partners, LLC 0.06% Add +15.3% 8,734 $368K
Flputnam Investment Management Co. 0.01% Reduce -19.9% 8,658 $365K
Centric Wealth Management 0.12% Add +19.4% 9,022 $364K
Johnson Financial Group, Inc. 0.02% Reduce -14.4% 8,608 $363K
Proffitt & Goodson Inc. 0.06% Reduce -6.1% 8,590 $362K
Centennial Bank 0.18% Add +6.8% 8,559 $361K
Agate Pass Investment Management, LLC 0.19% No change 8,526 $359K
SlateStone Wealth, LLC 0.04% No change 8,527 $359K
Kaizen Financial Strategies 0.24% No change 8,477 $357K
Lake Street Advisors Group, LLC 0.02% No change 8,469 $357K
Garden State Investment Advisory Services LLC 0.13% New 8,456 $355K
Harmony Asset Management LLC 0.15% Add +14.4% 8,405 $354K
Coordinated Financial Services, Inc. 0.31% — 8,376 $353K
Icon Wealth Advisors, LLC 0.03% No change 8,352 $352K
Diversified, LLC 0.05% No change 8,312 $350K
MSH Capital Advisors LLC 0.12% Reduce -0.5% 8,305 $350K
Cowa, LLC 0.21% No change 8,300 $350K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 8,285 $349K
Choreo, LLC 0.01% Add +49.1% 8,257 $348K
Romano Brothers and Company 0.05% Reduce -3.4% 8,177 $344K
Sage Capital Advisors,llc 0.10% Add +0.0% 8,172 $344K
Magnolia Capital Advisors LLC 0.29% New 8,523 $344K
Davis R M Inc. 0.01% Reduce -1.4% 8,168 $344K
Boothbay Fund Management, LLC 0.01% New 8,155 $343K
Herold Advisors, Inc. 0.08% Add +0.9% 8,151 $343K
Howe & Rusling Inc. 0.03% Reduce -37.3% 8,136 $343K
Gradient Investments LLC 0.01% Add +5.5% 8,130 $342K
Crewe Advisors LLC 0.04% Reduce -57.0% 8,110 $342K
Investment Advisory Services Inc. /TX 0.12% Add +0.1% 8,047 $339K
Empire Financial Management Company, LLC 0.11% New 8,045 $339K
Hazlett, Burt & Watson, Inc. 0.20% Add +0.1% 7,953 $335K
Duncker Streett & Co. Inc. 0.07% Add +0.1% 7,953 $335K
One Wealth Management Investment & Advisory Services, LLC 0.14% Add +10.8% 7,939 $334K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -5.2% 7,897 $333K
Baldwin Investment Management, LLC 0.05% Add +1.5% 7,890 $332K
Ancora Advisors LLC 0.01% Add +11.8% 7,845 $330K
Rothschild Investment LLC 0.02% Add +0.1% 7,840 $330K
CRA Financial Services, LLC 0.07% Reduce -4.1% 7,833 $330K
OneAscent Financial Services LLC 0.04% Reduce -4.3% 7,757 $327K
Riverview Capital Advisers, LLC 0.11% No change 7,752 $327K
LifeSteps Financial, Inc. 0.25% Reduce -4.9% 7,749 $326K
Loudon Investment Management, LLC 0.19% No change 7,740 $326K
InTrack Investment Management Inc 0.24% Reduce -2.3% 7,728 $326K
Patron Partners, LLC 0.20% Reduce -7.3% 7,722 $325K
Vista Investment Management 0.13% Reduce -4.6% 7,718 $325K
Castleview Partners, LLC 0.18% Add +9771.8% 7,700 $324K
High Falls Advisors, Inc 0.08% Add +17.9% 7,695 $324K
Sound View Wealth Advisors Group, LLC 0.03% No change 7,689 $324K
Lanark Financial, Inc. 0.03% Reduce -9.9% 7,616 $321K
Gallacher Capital Management LLC 0.16% Add +14.7% 7,619 $321K
Family Asset Management, LLC 0.20% Add +2.6% 7,605 $320K
Atlantic Union Bankshares Corp 0.03% No change 7,593 $320K
Essex Bank 0.09% No change 8,502 $320K
Delta Financial Group, Inc. 0.09% Reduce -15.3% 7,567 $319K
NewEdge Wealth, LLC 0.01% Reduce -27.0% 7,794 $315K
Florida Trust Wealth Management Co 0.01% Add +4.5% 7,456 $314K
First United Bank & Trust 0.12% Reduce -1.4% 7,426 $313K
Perennial Advisors, LLC 0.07% No change 7,398 $312K
Stonebrook Private Inc. 0.09% Add +9.2% 7,397 $312K
Holderness Investments Co. 0.08% Reduce -1.2% 7,383 $311K
Liberty Wealth Management LLC 0.06% Reduce -1.3% 7,364 $310K
Parsons Capital Management Inc. 0.02% Add +33.8% 7,337 $309K
Aspen Investment Management Inc 0.16% Reduce -14.4% 7,333 $309K
Register Financial Advisors LLC 0.16% Add +38.8% 7,325 $309K
Pure Financial Advisors, LLC 0.01% New 7,320 $308K
Mayflower Financial Advisors, LLC 0.05% Reduce -2.3% 7,315 $308K
LongView Wealth Management 0.12% Add +0.0% 7,309 $308K
LFA - Lugano Financial Advisors SA 0.22% No change 7,300 $307K
Meridian Investment Counsel Inc. 0.10% Reduce -16.1% 7,280 $307K
Carret Asset Management, LLC 0.04% No change 7,196 $303K
Strategies Wealth Advisors, LLC 0.05% Add +7.0% 7,183 $303K
Southland Equity Partners LLC 0.08% Add +1.6% 7,168 $302K
Evergreen Capital Management LLC 0.01% Add +3.3% 7,167 $302K
Bison Wealth, LLC 0.05% Reduce -11.3% 7,101 $299K
Beacon Financial Advisory LLC 0.14% Reduce -7.3% 7,076 $298K
Accredited Investors Inc. 0.02% No change 7,045 $297K
Nikulski Financial, Inc. 0.10% Reduce -28.8% 7,035 $296K
Blue Trust, Inc. 0.00% Reduce -3.6% 6,983 $294K
Pachira Investments Inc. 0.24% New 6,943 $292K
Pinnacle Financial Partners Inc 0.01% Add +4.8% 6,930 $292K
Second Line Capital, LLC 0.09% Reduce -31.8% 6,930 $292K
Continuum Advisory, LLC 0.04% New 6,973 $291K
Stock Yards Bank & Trust Co. 0.01% Add +8.7% 6,853 $289K
Connectus Wealth, LLC 0.01% Reduce -46.5% 6,847 $288K
JMG Financial Group, Ltd. 0.01% Add +1.0% 6,835 $288K
Pointe Capital Management LLC 0.18% Add +1.4% 6,831 $288K
Wetzel Investment Advisors, Inc. 0.17% Reduce -3.8% 7,208 $287K
Ritholtz Wealth Management 0.01% Reduce -4.1% 6,811 $287K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.8% 6,800 $286K
Avestar Capital, LLC 0.03% Add +0.0% 6,789 $286K
Bouchey Financial Group, Ltd. 0.03% No change 6,788 $286K
Daymark Wealth Partners, LLC 0.02% Add +12.6% 6,761 $285K
Arkos Global Advisors 0.05% New 6,752 $284K
Ironwood Investment Counsel, LLC 0.05% Reduce -6.7% 6,733 $284K
Silvercrest Asset Management Group LLC 0.00% Add +22.8% 6,730 $283K
Mattern Wealth Management LLC 0.07% Add +1.8% 6,726 $283K
Firestone Capital Management 0.08% New 6,690 $282K
Carr Financial Group Corp 0.09% Add +6.3% 6,682 $281K
Pathway Financial Advisors LLC 0.08% No change 6,665 $281K
First Financial Bank - Trust Division 0.03% Reduce -2.2% 6,662 $281K
Callan Family Office, LLC 0.07% Reduce -31.1% 6,646 $280K
Core Wealth Partners LLC 0.21% Add +0.3% 6,639 $280K
Chapin Davis, Inc. 0.10% No change 6,634 $279K
Altfest L J & Co. Inc. 0.04% Reduce -0.8% 6,594 $278K
Eagle Ridge Investment Management 0.03% No change 6,597 $278K
Summit X, LLC 0.07% New 6,581 $277K
Curtis Advisory Group, LLC 0.11% Add +1.6% 6,558 $276K
Clarius Group, LLC 0.02% New 6,550 $276K
Arcataur Capital Management LLC 0.10% No change 6,536 $275K
Clarity Capital Advisors, LLC 0.22% Add +0.4% 6,526 $275K
Berkshire Asset Management LLC 0.01% Reduce -0.5% 6,516 $274K
Opinicus Capital, Inc. 0.24% Reduce -11.1% 6,501 $274K
Wilson & Boucher Capital Management, LLC 0.22% No change 6,500 $274K
American National Bank & Trust 0.04% Reduce -0.1% 6,491 $273K
Tactive Advisors, LLC 0.15% New 6,487 $273K
First Trust Direct Indexing L.P. 0.02% No change 6,451 $272K
Bluespring Wealth Management, LLC 0.03% No change 6,445 $271K
Magnolia Capital Management Ltd. 0.23% No change 6,430 $271K
Faithward Advisors, LLC 0.05% New 6,429 $271K
Sonata Capital Group Inc. 0.12% No change 6,400 $270K
Capital Advisors Inc. 0.01% Reduce -94.1% 6,405 $270K
Rehmann Capital Advisory Group 0.02% Add +0.2% 6,387 $269K
Holland Advisory Services, Inc. 0.29% No change 6,370 $268K
Acorn Wealth Advisors, LLC 0.14% Add +0.2% 6,320 $266K
Point72 (DIFC) Ltd 0.02% — 6,294 $265K
Chicago Partners Investment Group LLC 0.01% Add +6.9% 6,443 $265K
Pinnacle Financial Group, LLC / IL 0.12% No change 6,287 $265K
DLK Investment Management, LLC 0.11% Add +2.2% 6,273 $264K
Twin Capital Management Inc. 0.03% No change 6,255 $263K
Avion Wealth 0.07% Add +2.5% 6,222 $263K
Aull & Monroe Investment Management Corp 0.12% New 6,229 $262K
Whalen Wealth Management Inc. 0.19% Add +15.1% 6,213 $262K
Signature Estate & Investment Advisors LLC 0.01% Reduce -24.2% 6,202 $261K
Clearview Wealth Advisors LLC 0.27% New 6,197 $261K
Asset Management Group, Inc. 0.04% Add +0.2% 6,189 $261K
Black Diamond Financial, LLC 0.07% No change 6,928 $260K
Main Street Financial Solutions, LLC 0.03% Add +0.0% 6,170 $260K
Panoramic Investment Advisors, LLC 0.19% Add +14.0% 6,161 $260K
Plante Moran Financial Advisors, LLC 0.03% Add +239.0% 6,159 $259K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 6,150 $259K
Victory Financial Group, LLC 0.15% Reduce -6.3% 6,111 $257K
Manchester Capital Management LLC 0.03% Add +4.3% 6,100 $257K
Lokken Investment Group LLC 0.13% Add +0.0% 6,031 $254K
BIP Wealth, LLC 0.02% Reduce -1.9% 5,990 $252K
Pekin Hardy Strauss, Inc. 0.03% Reduce -2.5% 5,965 $251K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 5,940 $250K
BSW Wealth Partners 0.04% Reduce -17.6% 5,916 $249K
Cape Investment Advisory, Inc. 0.12% Add +8.3% 5,870 $247K
Meridian Financial Advisors, LLC 0.18% Reduce -2.9% 5,851 $246K
&partners 0.03% New 5,850 $246K
Maxwell Wealth Strategies Inc. 0.12% New 6,000 $246K
Dynamic Wealth Strategies, LLC 0.21% Reduce -0.7% 5,846 $246K
Autumn Glory Partners, LLC 0.12% No change 5,783 $244K
Peoples Financial Services Corp. 0.11% Reduce -1.7% 5,775 $243K
Measured Wealth Private Client Group, LLC 0.08% New 5,764 $243K
Marion Wealth Management 0.07% Reduce -5.1% 5,761 $243K
Hilltop Partners LLC 0.09% Reduce -5.3% 5,751 $242K
Fiera Capital Corp 0.00% New 5,734 $242K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -1.2% 5,712 $241K
Kapstone Financial Advisors LLC 0.16% No change 5,704 $240K
Pacific Center for Financial Services 0.07% Add +353.4% 5,695 $240K
Horrell Capital Management, Inc. 0.07% No change 5,681 $239K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 5,665 $239K
SilverOak Wealth Management LLC 0.06% No change 5,660 $238K
Cedar Wealth Management, LLC 0.08% No change 5,655 $238K
Wealth Architects, LLC 0.03% No change 5,655 $238K
First International Bank & Trust 0.08% No change 5,649 $238K
Round Rock Advisors LLC 0.06% New 5,621 $237K
Shufro Rose & Co. LLC 0.02% New 5,600 $236K
180 Wealth Advisors, LLC 0.04% Reduce -1.8% 5,599 $236K
Arcus Capital Partners, LLC 0.07% Reduce -29.5% 5,557 $234K
BLB&B Advisors, LLC 0.01% New 5,550 $234K
Canopy Partners, LLC 0.11% No change 5,540 $233K
Claret Asset Management Corp 0.04% Reduce -2.1% 5,520 $233K
FSM Wealth Advisors, LLC 0.08% New 5,515 $232K
First Western Trust Bank 0.01% No change 5,471 $230K
Pictet North America Advisors SA 0.03% No change 5,467 $230K
Retirement Income Solutions, Inc. 0.05% No change 5,437 $229K
Sheaff Brock Investment Advisors, LLC 0.02% New 5,420 $228K
Towercrest Capital Management 0.04% Reduce -4.6% 5,411 $228K
Athena Investment Management 0.14% No change 5,400 $227K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -4.4% 5,393 $227K
L & S Advisors Inc 0.03% New 5,369 $226K
FinTrust Capital Advisors, LLC 0.04% Add +1.8% 5,361 $226K
Capital Advisory Group Advisory Services, LLC 0.11% New 5,348 $225K
Sawgrass Asset Management LLC 0.02% Reduce -14.0% 5,330 $225K
Clearwater Capital Advisors, LLC 0.02% Reduce -0.1% 5,322 $224K
First National Bank of Mount Dora, Trust Investment Services 0.05% New 5,316 $224K
Dopkins Wealth Management, LLC 0.13% New 5,305 $223K
Optimum Investment Advisors 0.10% Reduce -17.2% 5,297 $223K
Sapient Capital LLC 0.00% Reduce -21.3% 5,294 $223K
Cambridge Trust Co. 0.01% Reduce -27.0% 5,273 $222K
Zimmermann Investment Management & Planning LLC 0.08% Reduce -15.5% 5,270 $222K
Wolff Wiese Magana LLC 0.19% Reduce -1.9% 5,255 $221K
Narwhal Capital Management 0.02% New 5,250 $221K
Precedent Wealth Partners, LLC 0.09% New 5,244 $221K
Farmers & Merchants Investments Inc. 0.01% No change 5,216 $220K
BBR Partners, LLC 0.02% New 5,215 $220K
Sterling Investment Counsel, LLC 0.10% Reduce -2.1% 5,208 $219K
T. Rowe Price Associates Inc. 0.00% New 5,185 $219K
Gradient Capital Advisors, LLC 0.08% New 5,197 $219K
Summit Financial Strategies, Inc. 0.03% New 5,175 $218K
Y.D. More Investments Ltd 0.04% Add +15.4% 5,170 $218K
Winthrop Advisory Group LLC 0.03% New 5,159 $217K
Aua Capital Management, LLC 0.13% New 5,154 $217K
Destination Wealth Management 0.01% New 5,149 $217K
SignalPoint Asset Management, LLC 0.06% New 5,148 $217K
Ethos Financial Group, LLC 0.04% Reduce -31.8% 5,119 $216K
FWG Holdings, LLC 0.12% Reduce -2.2% 5,177 $216K
Wellington Wealth Strategies, LLC. 0.10% Reduce -65.3% 5,105 $215K
Fifth Third Wealth Advisors LLC 0.03% New 5,075 $214K
Myecfo, LLC 0.12% Reduce -22.9% 5,055 $213K
Grove Bank & Trust 0.04% Reduce -37.7% 5,046 $213K
ORBA Wealth Advisors, L.L.C. 0.12% New 5,039 $212K
Aviance Capital Partners, LLC 0.03% Reduce -5.6% 5,020 $211K
HCR Wealth Advisors 0.03% New 5,013 $211K
CWA Asset Management Group, LLC 0.01% New 5,000 $211K
Naples Money Management LLC 0.21% Reduce -4.8% 4,973 $209K
AlTi Global, Inc. 0.01% Reduce -48.1% 4,969 $209K
Allred Capital Management, LLC 0.08% New 4,972 $209K
Verus Capital Partners, LLC 0.02% New 4,957 $209K
JPL Wealth Management, LLC 0.12% New 4,945 $208K
Patrick M Sweeney & Associates, Inc. 0.17% New 4,924 $207K
Gray Private Wealth, LLC 0.14% — 4,920 $207K
Elm Partners Management LLC 0.02% New 4,864 $205K
Coastwise Capital Group, LLC 0.19% New 4,829 $203K
Fairhaven Wealth Management, LLC 0.07% New 4,783 $201K
Gateway Wealth Partners, LLC 0.07% New 4,783 $201K
Nicholas Wealth, LLC. 0.15% New 4,752 $200K
Diversified Portfolios, Inc. 0.03% New 4,750 $200K
Tidemark, LLC 0.11% Reduce -25.9% 4,742 $200K
Resources Management Corp. /CT/ 0.03% No change 4,703 $198K
Global Wealth Strategies & Associates 0.07% No change 4,528 $191K
Accordant Advisory Group Inc 0.14% — 4,382 $185K
Integrity Financial Corp 0.12% Reduce -2.2% 4,205 $177K
Bessemer Group Inc. 0.00% Reduce -4.5% 4,146 $175K
Norwood Financial Corp 0.25% No change 4,150 $175K
Sage Mountain Advisors LLC 0.02% Add +4.6% 4,101 $173K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -10.7% 4,100 $173K
Vestor Capital, LLC 0.01% Reduce -2.8% 4,078 $172K
Beaird Harris Wealth Management, LLC 0.02% No change 4,063 $171K
Ameliora Wealth Management Ltd. 0.08% New 4,000 $168K
Highlander Capital Management, LLC 0.07% Add +670.5% 3,976 $167K
Bollard Group LLC 0.01% Add +0.3% 3,913 $165K
Gables Capital Management Inc. 0.09% No change 3,800 $160K
Garde Capital, Inc. 0.01% Reduce -38.2% 3,761 $158K
First Command Advisory Services, Inc. 0.00% Add +2.7% 3,672 $155K
Chesapeake Asset Management LLC 0.15% No change 3,660 $154K
West Oak Capital, LLC 0.06% Reduce -4.1% 3,612 $152K
Pinnacle Bancorp, Inc. 0.04% No change 3,486 $147K
Byrne Asset Management LLC 0.12% Add +13.6% 3,376 $142K
Sunbelt Securities, Inc. 0.02% Reduce -2.2% 3,307 $139K
Carolinas Wealth Consulting LLC 0.03% New 3,233 $136K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -42.1% 3,136 $132K
Community Bank, N.A. 0.02% No change 3,076 $130K
Nvwm, LLC 0.03% No change 3,000 $126K
Princeton Global Asset Management LLC 0.03% Add +0.1% 2,965 $125K
Tortoise Investment Management, LLC 0.01% Add +104.6% 2,936 $124K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -44.2% 2,875 $121K
Colonial Trust Co / SC 0.02% Reduce -10.1% 2,850 $120K
Harbor Investment Advisory, LLC 0.01% Add +25.7% 2,848 $120K
Scarborough Advisors, LLC 0.06% Reduce -7.7% 2,828 $119K
Hartford Financial Management Inc. 0.03% Add +8.2% 2,812 $118K
Barrett & Company, Inc. 0.06% No change 2,803 $118K
Financial Management Professionals, Inc. 0.02% Add +215.9% 2,761 $116K
NorthRock Partners, LLC 0.00% Reduce -51.1% 2,742 $115K
Bogart Wealth, LLC 0.01% Reduce -46.7% 2,729 $115K
Dunhill Financial, LLC 0.08% No change 2,700 $114K
FRG Family Wealth Advisors LLC 0.02% New 2,800 $113K
DHJJ Financial Advisors, Ltd. 0.05% No change 2,681 $113K
Beacon Capital Management, LLC 0.02% Add +115.3% 2,670 $112K
United Community Bank 0.04% Reduce -49.6% 2,639 $111K
Tucker Asset Management LLC 0.03% Add +129200.0% 2,586 $109K
Park Place Capital Corp 0.04% Reduce -14.8% 2,578 $109K
Orion Capital Management LLC 0.06% No change 2,500 $105K
Rice Partnership, LLC 0.02% Reduce -16.7% 2,500 $105K
McIlrath & Eck, LLC 0.02% Add +49.6% 2,482 $105K
St Germain D J Co. Inc. 0.01% Add +0.4% 2,423 $102K
Perkins Coie Trust Co 0.02% No change 2,407 $101K
LRI Investments, LLC 0.03% — 2,364 $100K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $97K
Indiana Trust & Investment Management Co 0.04% Add +11.2% 2,244 $95K
Compass Wealth Management LLC 0.02% No change 2,150 $91K
Mather Group, Llc. 0.00% Reduce -71.3% 2,370 $89K
Harbor Capital Advisors, Inc. 0.01% Reduce -59.7% 2,109 $89K
Angeles Wealth Management, LLC 0.01% No change 2,098 $88K
Nemes Rush Group LLC 0.01% No change 2,096 $88K
Hanson & Doremus Investment Management 0.02% No change 2,088 $88K
FAS Wealth Partners, Inc. 0.01% Reduce -42.9% 2,022 $85K
Larson Financial Group LLC 0.01% Reduce -52.0% 2,012 $85K
Investors Research Corp 0.02% No change 1,990 $84K
Legacy Bridge, LLC 0.05% No change 1,985 $84K
Missouri Trust & Investment Co 0.03% Reduce -3.2% 1,980 $83K
Providence Capital Advisors, LLC 0.02% Add +142.1% 1,971 $83K
Clear Point Advisors Inc. 0.07% No change 1,948 $82K
Elevation Wealth Partners, LLC 0.04% Add +0.4% 1,947 $82K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $82K
GAMMA Investing LLC 0.02% No change 1,890 $80K
Independence Bank of Kentucky 0.02% Add +75.6% 1,879 $79K
Winch Advisory Services, LLC 0.02% Add +0.3% 1,857 $78K
Winthrop Capital Management, LLC 0.04% No change 1,835 $77K
Bangor Savings Bank 0.01% Reduce -68.8% 1,817 $77K
LGT Financial Advisors LLC 0.09% No change 1,766 $74K
Syntax Research, Inc. 0.06% No change 1,737 $73K
MeadowBrook Investment Advisors LLC 0.07% No change 1,705 $72K
First Personal Financial Services 0.02% Reduce -5.5% 1,694 $71K
Financial Perspectives, Inc 0.03% No change 1,681 $71K
Quent Capital, LLC 0.01% No change 1,661 $70K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -35.5% 1,653 $70K
Planning Capital Management Corp 0.05% Add +0.4% 1,649 $69K
Davis Capital Management 0.06% No change 1,632 $68K
New Republic Capital, LLC 0.04% No change 1,614 $68K
First Manhattan Co. Llc. 0.00% No change 1,595 $67K
Tompkins Financial Corp. 0.01% Reduce -53.5% 1,564 $66K
Fernwood Investment Management, LLC 0.02% New 1,510 $64K
Wellington Shields & Co., LLC 0.02% New 1,502 $63K
Arax Advisory Partners 0.01% Add +157.6% 1,471 $62K
Future Financial Wealth Managment LLC 0.05% New 1,470 $62K
Old Second National Bank of Aurora 0.02% Reduce -46.5% 1,458 $61K
Coston, McIsaac & Partners 0.02% No change 1,452 $61K
Dagco, Inc. 0.03% Reduce -75.5% 1,440 $61K
HHM Wealth Advisors, LLC 0.01% No change 1,430 $60K
Farther Finance Advisors, LLC 0.00% Add +28.2% 1,415 $59K
BOK Financial Private Wealth, Inc. 0.00% No change 1,400 $59K
Mine & Arao Wealth Creation & Management, LLC. 0.03% Add +0.1% 1,396 $59K
Private Capital Management LLC 0.01% Add +16.4% 1,394 $59K
TruNorth Capital Management, LLC 0.02% — 1,361 $57K
Laffer Tengler Investments, Inc. 0.02% New 1,318 $56K
Truvestments Capital LLC 0.02% Add +0.1% 1,306 $55K
CGC Financial Services, LLC 0.03% No change 1,280 $54K
Capital Analysts, LLC 0.00% Add +32.2% 1,264 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -87.1% 1,250 $53K
Covestor Ltd 0.03% Add +39.3% 1,224 $52K
Frazier Financial Advisors, LLC 0.04% Add +42.2% 1,220 $51K
SYM FINANCIAL Corp 0.01% No change 1,183 $50K
Bare Financial Services, Inc 0.05% No change 1,217 $49K
Psagot Value Holdings Ltd. / (Israel) 0.45% Reduce -93.0% 1,153 $49K
Retirement Group, LLC 0.02% Reduce -2.4% 1,141 $48K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,139 $48K
Valley National Advisers Inc. 0.01% Reduce -10.2% 1,138 $47K
Archer Investment Corp 0.01% Add +0.8% 1,113 $47K
Janiczek Wealth Management, LLC 0.01% No change 1,110 $47K
Private Ocean, LLC 0.00% No change 1,084 $46K
Wagner Wealth Management, LLC 0.01% Add +0.2% 1,013 $43K
Gilliland Jeter Wealth Management LLC 0.01% New 1,009 $42K
Cassady Schiller Wealth Management, LLC 0.02% Add +1.2% 1,003 $42K
WFA Asset Management Corp 0.02% Add +0.4% 1,001 $42K
Bellevue Asset Management, LLC 0.02% No change 1,000 $42K
Compagnie Lombard Odier SCmA 0.00% New 1,000 $42K
Briaud Financial Planning Inc 0.02% New 983 $42K
First Community Trust NA 0.04% No change 989 $42K
Armor Investment Advisors, LLC 0.02% Add +46.9% 978 $41K
Trust Co. of Vermont 0.00% Add +4.8% 975 $41K
Founders Capital Management 0.03% Add +8.1% 944 $40K
Vima LLC 0.05% Add +6.0% 1,231 $40K
Oakworth Capital, Inc. 0.00% No change 905 $38K
Financial Gravity Asset Management, Inc. 0.01% Reduce -52.7% 887 $36K
Annapolis Financial Services, LLC 0.01% No change 855 $36K
Legacies Wealth LLC 0.03% No change 800 $34K
Evermay Wealth Management LLC 0.01% No change 790 $33K
Russell Investments Group, Ltd. 0.00% No change 751 $32K
Capital Investment Counsel, Inc 0.01% No change 750 $32K
Bell Investment Advisors, Inc 0.01% No change 748 $32K
Highline Wealth Partners LLC 0.01% New 728 $31K
Ransom Advisory, Ltd 0.02% — 725 $31K
Center for Financial Planning, Inc. 0.00% Add +38.1% 725 $31K
RE Dickinson Investment Advisors, LLC 0.02% No change 700 $29K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +2.3% 672 $28K
BBJS Financial Advisors, LLC 0.01% New 650 $27K
Oliver Lagore Vanvalin Investment Group 0.01% Add +12620.0% 636 $27K
Quadrant Capital Group LLC 0.00% No change 636 $27K
Northwest Capital Management Inc 0.01% No change 610 $26K
Rosenberg Matthew Hamilton 0.01% No change 609 $26K
Concord Wealth Partners 0.00% No change 603 $25K
FSA Wealth Management LLC 0.01% No change 600 $25K
West Paces Advisors Inc. 0.01% No change 600 $25K
Baldwin Wealth Partners LLC 0.00% Reduce -7.7% 600 $25K
Breakwater Investment Management 0.01% — 593 $25K
VitalStone Financial, LLC 0.02% No change 566 $24K
Front Row Advisors LLC 0.01% New 565 $24K
Godsey & Gibb, Inc. 0.00% New 564 $24K
TD Capital Management LLC 0.00% Add +31.3% 525 $22K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 520 $22K
Boyd Watterson Asset Management LLC 0.01% No change 500 $21K
Cubist Systematic Strategies, LLC 0.00% New 500 $21K
Pacifica Partners Inc. 0.01% No change 495 $20K
Investment Research & Advisory Group, Inc. 0.01% No change 476 $20K
First PREMIER Bank 0.01% Reduce -4.6% 473 $20K
Clearstead Trust, LLC 0.01% No change 465 $20K
Abich Financial Wealth Management LLC 0.01% No change 450 $19K
SJS Investment Consulting Inc. 0.00% New 439 $18K
Colonial Trust Advisors 0.00% Add +6.8% 438 $18K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 427 $18K
Mascoma Wealth Management LLC 0.01% No change 422 $18K
Brown, Lisle/Cummings, Inc. 0.01% No change 400 $17K
Matrix Private Capital Group LLC 0.01% No change 390 $16K
REAP Financial Group, LLC 0.00% No change 386 $16K
Van Den Berg Management I, Inc. 0.00% No change 318 $13K
Core Wealth Advisors, Inc. 0.00% No change 300 $13K
Abound Wealth Management 0.00% No change 292 $12K
Kiely Wealth Advisory Group, Inc. 0.01% No change 300 $12K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 284 $12K
American Capital Advisory, LLC 0.01% Add +68.7% 334 $11K
Private Wealth Management Group, LLC 0.00% No change 250 $11K
Palisade Asset Management, LLC 0.00% Reduce -97.1% 244 $10K
JNBA Financial Advisors 0.00% No change 224 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 221 $9K
Eukles Asset Management 0.00% Add +43.1% 219 $9K
WR Wealth Planners, LLC 0.00% New 209 $9K
City State Bank 0.00% No change 200 $8K
Field & Main Bank 0.00% No change 190 $8K
Lowe Wealth Advisors, LLC 0.00% No change 180 $8K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -10.1% 179 $8K
Cornerstone Planning Group LLC 0.00% New 179 $7K
Balentine LLC 0.00% No change 170 $7K
Penserra Capital Management LLC 0.00% New 186 $7K
Tower View Wealth Management LLC 0.00% New 151 $6K
Delta Asset Management LLC 0.00% No change 151 $6K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 144 $6K
Asset Dedication, LLC 0.00% No change 154 $6K
Pittenger & Anderson Inc. 0.00% Reduce -72.8% 140 $6K
Costello Asset Management, INC 0.00% No change 127 $5K
Your Advocates Ltd., LLP 0.00% New 123 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $5K
M&R Capital Management Inc. 0.00% Reduce -71.0% 114 $5K
Ballast Advisors LLC 0.00% No change 105 $4K
Estabrook Capital Management 0.00% No change 100 $4K
Pathway Financial Advisers, LLC 0.00% Reduce -81.1% 93 $4K
Caitlin John, LLC 0.00% No change 90 $4K
Sugarloaf Wealth Management, LLC 0.00% No change 75 $3K
Impact Partnership Wealth, LLC 0.00% Reduce -24.7% 64 $3K
IFS Advisors, LLC 0.00% No change 60 $3K
Citizens National Bank Trust Department 0.00% Reduce -67.6% 60 $3K
CarsonAllaria Wealth Management, Ltd. 0.00% New 54 $2K
SYSTM Wealth Solutions LLC 0.00% Reduce -86.8% 52 $2K
Balefire, LLC 0.00% No change 50 $2K
Centerpoint Advisors, LLC 0.00% No change 50 $2K
Vista Investment Partners LLC 0.00% New 43 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 42 $2K
AllSquare Wealth Management LLC 0.00% No change 31 $1K
Semmax Financial Advisors Inc. 0.00% No change 27 $1K
PrairieView Partners, LLC 0.00% No change 15 $1K
Rakuten Securities, Inc. 0.00% New 14 $590
Redmont Wealth Advisors LLC 0.00% New 10 $423
Albion Financial Group 0.00% No change 10 $422
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $295
Aspire Private Capital, LLC 0.00% No change 3 $142
Thompson Investment Management, Inc. 0.00% No change 2 $84
Parallax Volatility Advisers, L.P. 0.00% No change 1 $42

"% of holder's portfolio" is XLF's weight in each manager's 13F, not the share of SS Financial Select Sector the manager owns.