SS Financial Select SectorXLFETF

13F holders, Q2 2024 (June 30)
1,497holders −19
113new positions
125sold out
10famous investors
$41.08avg. 13F price*

At the end of Q2 2024, 1,497 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, down 19 from Q1 2024. 113 opened new positions and 125 sold out. The largest holders were JPMorgan Chase & Co. ($6.3B), Bank of America Corp. ($3.0B) and Morgan Stanley ($1.6B). 10 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions113$542.7M
Exits125$1.7B

All 13F filers, Q1 2024 → Q2 2024: 84,584,026 shares bought and 94,151,549 shares sold, net −9,567,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,497 holders

JPMorgan Chase & Co. 0.54% Add +6.1% 152,951,880 $6.3B
Bank of America Corp. 0.29% Reduce -1.3% 72,235,726 $3.0B
Morgan Stanley 0.12% Add +9.0% 38,989,093 $1.6B
Barclays PLC 0.48% Add +54.0% 25,600,034 $1.1B
Wells Fargo & Company 0.15% Add +6.1% 13,905,138 $571.6M
LPL Financial LLC 0.28% Add +4.0% 13,783,914 $566.7M
UBS Group AG 0.16% Reduce -24.9% 12,949,037 $532.3M
Phoenix Financial Ltd. 7.58% Reduce -19.3% 12,089,509 $497.0M
Canada Pension Plan Investment Board 0.44% Add +266.7% 11,000,000 $452.2M
Envestnet Asset Management Inc. 0.15% Add +31.2% 10,798,325 $443.9M
Royal Bank of Canada 0.10% Reduce -2.4% 10,276,884 $422.5M
Ameriprise Financial Inc. 0.11% Reduce -1.4% 10,179,584 $418.7M
Harel Insurance Investments & Financial Services Ltd. 7.50% Add +0.0% 9,688,161 $398.3M
Goldman Sachs Group Inc. 0.08% Add +44.0% 9,642,869 $396.4M
Caisse de depot et placement du Quebec 0.90% Add +66.3% 8,973,300 $368.9M
CHURCHILL MANAGEMENT Corp 4.24% Add +1.4% 8,749,460 $359.7M
Clal Insurance Enterprises Holdings Ltd 3.57% Add +12.3% 8,311,000 $341.7M
Meitav Investment House Ltd. 6.05% Add +17.5% 8,262,448 $339.6M
PGIM Custom Harvest LLC 7.54% Add +0.2% 8,221,794 $338.0M
Raymond James & Associates 0.22% Add +16.2% 8,173,790 $336.0M
Banco Bilbao Vizcaya Argentaria, S.A. 3.31% Add +4540.3% 7,680,129 $315.8M
Truist Financial Corp. 0.36% Add +18.3% 5,809,402 $238.8M
Janney Montgomery Scott LLC 0.66% Add +25.9% 5,296,068 $217.7M
BNP Paribas Financial Markets 0.24% Reduce -26.4% 5,254,898 $216.0M
Citigroup Inc. 0.21% Add +0.2% 5,235,292 $215.2M
Adventist Health System Sunbelt Healthcare Corp. 10.73% New 5,200,000 $213.8M
Bank of Nova Scotia 0.41% Reduce -28.5% 5,055,102 $207.8M
WestEnd Advisors, LLC 4.59% Add +27.2% 4,324,913 $177.8M
Auto-Owners Insurance Co 4.56% No change 4,197,400 $172.6M
TD Asset Management Inc 0.16% Reduce -6.6% 4,178,623 $171.8M
Susquehanna International Group, LLP 0.29% Reduce -40.2% 4,033,841 $165.8M
FMR LLC 0.01% Add +2.1% 3,746,715 $154.0M
Migdal Insurance & Financial Holdings Ltd. 2.52% Add +27.6% 3,675,788 $151.1M
D. E. Shaw & Co. 0.19% No change 2,965,000 $121.9M
CW Advisors, LLC 1.92% Add +2.1% 2,942,025 $120.9M
BlackRock Inc. 0.00% Reduce -42.5% 2,863,375 $117.7M
Millennium Management 0.10% Add +50.8% 2,793,792 $114.9M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -0.3% 2,779,018 $114.2M
National Bank of Canada 0.17% Reduce -80.9% 2,574,542 $106.1M
Agf Management Ltd. 0.57% Reduce -2.7% 2,500,559 $102.8M
Public Sector Pension Investment Board 0.65% New 2,500,000 $102.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -11.8% 2,219,144 $91.2M
State Street Corp. 0.00% Add +54.8% 2,078,863 $85.5M
HighTower Advisors, LLC 0.13% Reduce -2.3% 2,070,338 $85.1M
Northern Trust Corp. 0.01% Add +3.1% 1,974,286 $81.2M
Capital Investment Advisors, LLC 1.83% Add +2.3% 1,965,733 $80.8M
Stifel Financial Corp. 0.09% Add +6.2% 1,936,098 $79.6M
Jane Street Group, LLC 0.09% Add +116.2% 1,933,155 $79.5M
Osaic Holdings, Inc. 0.18% Reduce -27.9% 1,825,868 $75.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6.54% No change 1,766,748 $72.6M
Petredis Investment Advisors LLC 7.63% Add +5.8% 1,657,988 $68.2M
Twin Tree Management, LP 2.00% Reduce -20.7% 1,653,954 $68.0M
Toronto Dominion Bank 0.11% Reduce -11.0% 1,621,363 $66.7M
Swan Global Investments, LLC 3.32% Reduce -11.6% 1,615,856 $66.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -54.7% 1,487,456 $61.1M
J.Safra Asset Management Corp 5.97% Add +2.3% 1,439,884 $59.2M
Signature Estate & Investment Advisors LLC 1.46% Add +22727.3% 1,415,746 $58.2M
Commonwealth Equity Services, LLC 0.09% Add +0.2% 1,407,190 $57.9M
Advisory Alpha, LLC 2.23% Reduce -4.8% 1,377,907 $56.6M
Victory Capital Management Inc. 0.06% Add +30.8% 1,362,785 $56.0M
Richard Bernstein Advisors LLC 1.22% Reduce -4.1% 1,344,245 $55.3M
Cetera Investment Advisers 0.13% Add +13.5% 1,323,964 $54.4M
Rockefeller Capital Management L.P. 0.15% Reduce -11.0% 1,310,655 $53.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6.34% Reduce -21.6% 1,309,570 $53.8M
PNC Financial Services Group, Inc. 0.03% Reduce -0.4% 1,268,919 $52.2M
Employees Retirement System of Texas 0.57% Add +147.7% 1,268,213 $52.1M
US Bancorp \de 0.07% Add +3.7% 1,206,018 $49.6M
Foundations Investment Advisors, LLC 1.15% Add +3.1% 1,147,841 $47.2M
MML Investors Services, LLC 0.18% Add +35.0% 1,104,216 $45.4M
Private Advisor Group, LLC 0.28% Reduce -10.6% 1,028,428 $42.3M
Maven Securities LTD 6.52% Reduce -22.0% 1,017,840 $41.8M
Bank of Montreal 0.01% Add +19.3% 1,007,698 $41.6M
Armstrong Advisory Group, Inc. 3.66% Reduce -9.2% 1,006,910 $41.4M
Natixis 0.26% Reduce -0.1% 1,000,098 $41.1M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -86.6% 999,000 $41.1M
Cwm, LLC 0.19% Add +11.4% 993,400 $40.8M
Gerber Kawasaki Wealth & Investment Management 2.00% Add +7.7% 971,652 $39.9M
Qube Research & Technologies Ltd 0.07% Add +1240.4% 967,247 $39.8M
Credit Agricole S A 0.23% Add +2589.5% 910,000 $37.4M
Thrivent Financial for Lutherans 0.07% Add +29.2% 887,869 $36.5M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -17.5% 886,772 $36.5M
KCM Investment Advisors LLC 1.30% Add +2.2% 872,467 $35.9M
Assetmark, Inc. 0.11% Add +17.7% 848,501 $34.9M
Yelin Lapidot Holdings Management Ltd. 6.09% No change 840,890 $34.6M
Brevan Howard Capital Management LP 2.15% New 775,000 $31.9M
Alps Advisors Inc. 0.22% Add +6.0% 774,655 $31.8M
Mariner, LLC 0.06% Add +12.5% 763,356 $31.4M
Invictus Private Wealth, LLC 2.63% Add +3.6% 761,281 $31.3M
Spire Wealth Management 1.10% Reduce -11.1% 761,062 $31.2M
Campbell Wealth Management 9.80% Add +3.3% 738,023 $30.3M
Lido Advisors, LLC 0.24% Reduce -1.3% 718,515 $29.5M
Dakota Wealth Management 0.69% Reduce -2.4% 714,576 $29.4M
Full Sail Capital, LLC 1.94% Add +8.2% 703,617 $28.9M
NSI Retail Advisors, LLC 4.97% No change 688,900 $28.3M
CSM Advisors, LLC 2.01% No change 688,900 $28.3M
Tiff Advisory Services, LLC 9.72% Add +88.9% 685,770 $28.2M
Symmetry Partners, LLC 1.44% Add +1808.9% 681,277 $28.0M
Trek Financial, LLC 2.21% Reduce -1.0% 676,342 $27.8M
Fifth Third Bancorp 0.10% Reduce -3.8% 617,166 $25.4M
Peapack Gladstone Financial Corp. 0.39% Add +0.2% 609,701 $25.1M
Corient Private Wealth LP 0.04% Reduce -8.5% 606,352 $24.9M
Graypoint LLC 1.68% Add +3.9% 591,753 $24.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.59% Reduce -8.0% 588,849 $24.2M
Cresset Asset Management, LLC 0.10% Add +10.9% 585,147 $24.1M
Citadel Advisors 0.02% Add +60.2% 520,300 $21.4M
Avantax Advisory Services, Inc. 0.15% Add +10.7% 514,377 $21.1M
Evolution Wealth Advisors, LLC 4.07% Add +0.9% 508,146 $20.9M
Hudson Bay Capital Management LP 0.18% No change 500,000 $20.6M
Blair William & Co. 0.06% Add +6.2% 487,047 $20.0M
IMZ Advisory Inc 9.98% Add +9.7% 486,353 $20.0M
Tower Research Capital LLC (TRC) 0.33% New 480,124 $19.7M
Kestra Advisory Services, LLC 0.11% Add +5.3% 479,101 $19.7M
Mizuho Bank, Ltd. 4.59% New 470,000 $19.3M
Equitable Holdings, Inc. 0.20% Add +50.5% 465,514 $19.1M
Baird Financial Group, Inc. 0.04% Reduce -20.9% 450,787 $18.5M
Vontobel Holding Ltd. 0.06% Reduce -1.2% 444,004 $18.3M
Integrated Wealth Concepts LLC 0.24% Add +3.4% 433,002 $17.8M
Bellwether Advisors, LLC 3.73% Add +1.6% 432,586 $17.8M
Gillson Capital LP 1.71% New 431,488 $17.7M
Wharton Business Group, LLC 0.92% Reduce -0.7% 430,953 $17.7M
Focused Wealth Management, Inc 2.61% Add +1.9% 430,385 $17.7M
Bar Harbor Wealth Management 1.16% Reduce -0.8% 424,469 $17.4M
L & S Advisors Inc 2.20% Add +7643.6% 415,753 $17.1M
Atria Wealth Solutions, Inc. 0.19% Reduce -23.4% 414,931 $17.1M
Park Avenue Securities LLC 0.21% Add +23.9% 411,975 $16.9M
Prudential Financial Inc. 0.03% Add +18.4% 411,885 $16.9M
McKinley Carter Wealth Services, Inc. 1.08% Add +2.5% 411,269 $16.9M
Pathstone Holdings, LLC 0.08% Reduce -44.8% 409,398 $16.8M
Tocqueville Asset Management L.P. 0.28% Reduce -2.1% 407,125 $16.7M
Lakeshore Financial Planning, Inc. 8.11% Add +1.9% 404,125 $16.6M
WCG Wealth Advisors LLC 1.23% Add +0.2% 403,617 $16.6M
Alight Capital Management LP 4.07% New 400,000 $16.4M
Focus Partners Wealth 0.05% Add +86.6% 381,906 $15.7M
Creative Planning 0.02% Add +2.3% 380,633 $15.6M
Mgo One Seven LLC 0.73% Reduce -18.3% 374,734 $15.4M
Krilogy Financial LLC 1.10% Reduce -3.3% 363,550 $14.9M
McElhenny Sheffield Capital Management, LLC 5.05% Reduce -3.8% 356,266 $14.6M
Asset Advisors Investment Management, LLC 1.59% Add +38.1% 356,039 $14.6M
Old National Bancorp 0.34% Reduce -7.8% 347,708 $14.3M
Fifth Third Securities, Inc. 1.31% Reduce -8.5% 343,962 $14.1M
Camarda Financial Advisors, LLC 5.33% Add +0.1% 329,972 $13.6M
Anfield Capital Management, LLC 6.50% Add +11.2% 325,389 $13.4M
Teamwork Financial Advisors, LLC 1.97% Add +1462.0% 323,185 $13.3M
NewEdge Advisors, LLC 0.09% Add +205.8% 317,198 $13.0M
Prudent Investors Network, Inc. 4.69% Add +2.2% 315,758 $13.0M
Merit Financial Group, LLC 0.28% Reduce -1.3% 313,896 $12.9M
Spinnaker Trust 0.83% Reduce -0.3% 313,779 $12.9M
Onyx Bridge Wealth Group LLC 2.12% Add +9.4% 313,504 $12.9M
Atlas Private Wealth Advisors 2.09% Add +118.6% 313,268 $12.9M
Carnegie Investment Counsel 0.40% Reduce -2.3% 310,390 $12.8M
MMBG Investment Advisors Co. 1.34% Reduce -0.6% 303,502 $12.5M
Unisphere Establishment 0.12% Add +50.0% 300,000 $12.3M
Renaissance Technologies 0.02% New 298,710 $12.3M
Cullen Capital Management, LLC 0.14% New 297,562 $12.2M
HSBC Holdings PLC 0.01% Add +3.2% 297,271 $12.2M
Captrust Financial Advisors 0.04% Reduce -2.9% 293,894 $12.1M
SPX Gestao de Recursos Ltda 1.83% Reduce -0.8% 293,507 $12.1M
Centaurus Financial, Inc. 0.80% Reduce -15.7% 292,261 $12.0M
Citizens Financial Group Inc. 0.27% Add +1676.5% 290,909 $12.0M
1832 Asset Management L.P. 0.02% Add +0.0% 286,842 $11.8M
Stillwater Capital Advisors, LLC 1.64% Add +4.1% 285,292 $11.7M
Comerica Bank 0.05% Reduce -0.3% 284,221 $11.7M
Kingsview Wealth Management, LLC 0.28% Add +37.2% 283,699 $11.7M
Salomon & Ludwin, LLC 1.30% Reduce -32.6% 282,652 $11.6M
Ayalon Insurance Comp Ltd. 3.79% Add +12.1% 280,078 $11.5M
Aspiriant, LLC 0.47% No change 279,046 $11.5M
Chesley Taft & Associates LLC 0.57% Reduce -0.4% 278,834 $11.5M
Tucker Asset Management LLC 2.53% Add +10656.9% 278,173 $11.4M
Sanctuary Advisors, LLC 0.08% — 279,466 $11.4M
Frisch Financial Group, Inc. 3.45% Add +0.0% 276,672 $11.4M
Trilogy Capital Inc. 0.61% Add +95.0% 274,821 $11.3M
Forbes J M & Co. LLP 1.15% Reduce -0.6% 272,965 $11.2M
WBH Advisory Inc. 1.12% Add +3.8% 269,823 $11.1M
Asset Allocation Strategies LLC 3.69% Reduce -2.9% 267,308 $11.0M
Atlas Capital Advisors Inc. 1.43% Reduce -9.6% 266,979 $11.0M
Bank Hapoalim BM 1.60% Reduce -7.5% 263,501 $10.8M
Banco Santander, S.A. 0.13% Add +0.1% 260,632 $10.7M
Leuthold Group, LLC 1.23% Add +131.5% 258,766 $10.6M
Innealta Capital, LLC 3.45% Reduce -39.7% 252,929 $10.4M
Ameraudi Asset Management, Inc. 4.66% Reduce -4.2% 248,751 $10.2M
Systematic Alpha Investments, LLC 0.39% No change 248,410 $10.2M
Oppenheimer Asset Management Inc. 0.13% Add +8.8% 246,627 $10.1M
GTS Securities LLC 0.21% Reduce -44.7% 246,012 $10.1M
Founders Financial Securities LLC 0.95% Add +13.4% 245,079 $10.1M
Destiny Wealth Partners, LLC 1.79% Add +1183.6% 242,729 $10.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.0% 241,504 $9.9M
Oppenheimer & Co. Inc. 0.16% Add +1.4% 238,672 $9.8M
Provida Pension Fund Administrator 0.25% Reduce -9.3% 238,669 $9.8M
Busey Bank 0.34% Reduce -3.5% 238,178 $9.8M
EP Wealth Advisors, LLC 0.10% Reduce -0.6% 236,750 $9.7M
Premier Path Wealth Partners, LLC 1.65% Add +1.9% 235,508 $9.7M
Mercer Global Advisors Inc. 0.03% Reduce -6.4% 250,025 $9.6M
Ashton Thomas Private Wealth, LLC 0.52% Reduce -8.4% 230,121 $9.5M
First Interstate Bank 0.63% Reduce -4.1% 229,769 $9.4M
Mutual Advisors, LLC 0.28% Add +30.1% 217,380 $9.4M
Financial Enhancement Group LLC 1.52% Reduce -9.2% 218,449 $9.4M
Gladstone Institutional Advisory LLC 0.49% Add +30.3% 227,397 $9.3M
DAVENPORT & Co LLC 0.06% Add +33.4% 226,451 $9.3M
Tritonpoint Wealth, LLC 0.89% Reduce -11.7% 225,030 $9.3M
AMG National Trust Bank 0.25% Add +35.3% 224,330 $9.2M
Visionary Wealth Advisors 0.60% Add +24.5% 221,829 $9.1M
Tamar Securities, LLC 1.46% Reduce -0.6% 218,373 $9.0M
Long Run Wealth Advisors, LLC 2.21% Reduce -3.7% 212,812 $8.7M
Ocean Park Asset Management, LLC 0.41% No change 211,271 $8.7M
Provident Co of the Employees of the Hebrew University LTD 10.31% No change 210,562 $8.7M
Insight Wealth Strategies, LLC 1.23% New 210,078 $8.6M
Steward Partners Investment Advisory, LLC 0.09% Add +3.9% 208,789 $8.6M
Pallas Capital Advisors LLC 0.38% Add +3.4% 192,873 $8.3M
Yarbrough Capital, LLC 0.34% No change 200,000 $8.2M
Cerity Partners LLC 0.02% Add +3.8% 198,995 $8.2M
Prostatis Group LLC 2.78% Add +1168.2% 192,965 $7.9M
Atria Investments, Inc 0.10% Add +17.2% 192,444 $7.9M
New York Life Investment Management LLC 0.08% Reduce -77.9% 191,814 $7.9M
Concurrent Investment Advisors, LLC 0.25% Add +17.0% 186,224 $7.7M
Northstar Advisory Group, LLC 4.40% Reduce -19.8% 186,121 $7.7M
Crescent Grove Advisors, LLC 0.83% Reduce -0.7% 184,309 $7.6M
Proquility Private Wealth Partners, LLC 2.57% Add +0.5% 183,361 $7.5M
5th Street Advisors, LLC 3.94% Reduce -2.1% 183,204 $7.5M
Quantinno Capital Management LP 0.13% Add +41.0% 182,378 $7.5M
Orange Investment Advisors, Inc. 0.96% Reduce -0.4% 195,356 $7.4M
M&T Bank Corp 0.03% Reduce -2.6% 180,202 $7.4M
Sykon Capital LLC 2.78% Reduce -8.5% 179,308 $7.4M
Zuckerman Investment Group, LLC 0.84% Add +0.8% 176,872 $7.3M
MAI Capital Management 0.07% Add +39.9% 174,950 $7.2M
Redhawk Wealth Advisors, Inc. 1.10% Add +13.9% 174,888 $7.2M
Toth Financial Advisory Corp. 0.91% Add +5.6% 174,509 $7.2M
North Star Investment Management Corp. 0.52% Reduce -0.3% 173,853 $7.1M
AlphaMark Advisors, LLC 2.44% Reduce -1.1% 170,531 $7.0M
Elevation Point Wealth Partners, LLC 0.55% Reduce -3.8% 169,663 $7.0M
Occidental Asset Management, LLC 1.22% Add +7.0% 169,041 $6.9M
B. Riley Wealth Advisors, Inc. 0.18% Add +24.8% 168,864 $6.9M
Callan Capital, LLC 0.57% Add +2.0% 168,162 $6.9M
Sigma Planning Corp 0.22% Add +46.2% 167,873 $6.9M
GAMCO Investors 0.07% Reduce -9.5% 165,325 $6.8M
Jmac Enterprises LLC 1.19% Add +3.8% 164,609 $6.8M
Castleark Management LLC 0.27% No change 162,290 $6.7M
Act Wealth Management, LLC 3.26% Reduce -2.8% 161,284 $6.6M
United Asset Strategies, Inc. 0.65% Reduce -6.6% 160,980 $6.6M
Bailard, Inc. 0.18% Reduce -4.2% 157,664 $6.5M
NTV Asset Management LLC 0.92% Add +5.2% 156,491 $6.4M
RFG Advisory, LLC 0.21% Add +37.6% 156,448 $6.4M
IHT Wealth Management, LLC 0.24% Reduce -10.9% 155,603 $6.4M
IFG Advisory, LLC 0.41% Add +21.6% 155,009 $6.4M
CoreCap Advisors, LLC 0.66% Reduce -7.0% 154,179 $6.3M
First Trust Investment Solutions L.P. 0.89% Reduce -3.9% 153,893 $6.3M
Ledyard National Bank 0.61% Reduce -15.0% 152,062 $6.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +56.7% 151,297 $6.2M
Scotia Capital Inc. 0.04% Reduce -19.4% 148,535 $6.1M
Vickerman Investment Advisors, Inc. 1.96% Add +28.9% 148,429 $6.1M
Dorsey & Whitney Trust CO LLC 0.42% Add +0.3% 147,813 $6.1M
Joel Isaacson & Co., LLC 0.32% Add +10.1% 147,484 $6.1M
PFS Partners, LLC 3.79% Add +1.6% 145,940 $6.0M
Vaughan David Investments LLC 0.15% Add +0.7% 145,126 $6.0M
Horizon Investments, LLC 0.16% Add +15.5% 144,853 $6.0M
Creative Financial Designs Inc. 0.53% Add +80.1% 144,450 $5.9M
Arkadios Wealth Advisors 0.40% Add +96.6% 144,443 $5.9M
SG Americas Securities, LLC 0.04% Reduce -68.3% 143,847 $5.9M
Advisory Services Network, LLC 0.12% Reduce -0.9% 142,518 $5.9M
Schonfeld Strategic Advisors LLC 0.05% Reduce -52.3% 141,330 $5.8M
Novare Capital Management LLC 0.52% Reduce -23.5% 141,224 $5.8M
Kentucky Farm Bureau Mutual Insurance Co 1.31% No change 140,000 $5.8M
Chicago Wealth Management, Inc. 3.27% Add +12.6% 138,199 $5.7M
Matthew Goff Investment Advisor, LLC 1.14% Add +5.6% 136,229 $5.6M
Chemung Canal Trust Co. 1.07% Reduce -3.3% 134,509 $5.5M
Burns J W & Co. Inc. 0.73% Reduce -11.1% 132,293 $5.4M
Kestra Private Wealth Services, LLC 0.11% Add +15.6% 131,763 $5.4M
OneDigital Investment Advisors LLC 0.07% Add +18.0% 130,742 $5.4M
Simplex Trading, LLC 0.17% New 130,252 $5.4M
Granite Harbor Advisors, Inc. 3.43% Add +3.8% 128,884 $5.3M
Level Four Advisory Services, LLC 0.24% Add +40.7% 128,118 $5.3M
Trust Co 0.67% Add +0.2% 126,942 $5.2M
Essex LLC 1.16% Add +4.7% 125,644 $5.2M
Venture Visionary Partners LLC 0.24% Add +2.4% 124,405 $5.1M
Mechanics Bank Trust Department 0.73% Reduce -3.8% 124,259 $5.1M
Baker Avenue Asset Management, LP 0.17% Add +211.6% 124,026 $5.1M
Freedom Investment Management, Inc. 0.42% Add +72.2% 123,511 $5.1M
Advisor OS, LLC 0.55% New 123,002 $5.1M
Marshall Wace, LLP 0.01% New 122,829 $5.0M
Snowden Capital Advisors LLC 0.15% Add +6.0% 122,756 $5.0M
Wexford Capital LP 1.27% Add +17.4% 122,108 $5.0M
Innova Wealth Partners 3.59% Reduce -1.7% 122,020 $5.0M
Sandy Spring Bank 0.22% Reduce -1.0% 121,996 $5.0M
Venturi Wealth Management, LLC 0.29% Add +4.6% 120,775 $5.0M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -9.3% 119,917 $4.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -14.6% 119,383 $4.9M
TCV Trust & Wealth Management, Inc. 0.47% Reduce 0.0% 119,153 $4.9M
Point72 Asset Management 0.02% Add +295.2% 118,559 $4.9M
Prospera Financial Services Inc 0.13% Add +95.1% 116,722 $4.8M
Main Management LLC 0.40% Reduce -30.0% 116,678 $4.8M
FIL Ltd 0.00% Reduce -72.5% 116,503 $4.8M
CENTRAL TRUST Co 0.12% Reduce -0.6% 115,716 $4.8M
Harrell Investment Partners, LLC 1.37% Add +82.6% 114,947 $4.7M
Estate Counselors, LLC 0.51% Add +56.8% 114,070 $4.7M
Ameritas Investment Partners, Inc. 0.16% Add +3.6% 112,917 $4.6M
Institute for Wealth Management, LLC. 0.62% Reduce -0.1% 112,007 $4.6M
Balyasny Asset Management L.P. 0.01% Add +38.8% 111,925 $4.6M
Leicht Financial Planning & Wealth Management, Inc. 2.45% Add +2.8% 111,817 $4.6M
First Merchants Corp. 0.18% Reduce -1.9% 111,591 $4.6M
Stockman Wealth Management, Inc. 0.80% Reduce -0.5% 111,486 $4.6M
Game Plan Financial Advisors, LLC 2.52% Add +1.3% 111,281 $4.6M
Transcend Capital Advisors, LLC 0.33% Add +12.0% 111,243 $4.6M
Simmons Bank 0.34% Reduce -1.3% 111,033 $4.6M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 8.39% No change 110,688 $4.5M
Western Wealth Management, LLC 0.34% Add +0.9% 110,477 $4.5M
Rise Advisors, LLC 2.40% Reduce -41.0% 110,338 $4.5M
Independent Financial Group, LLC 0.18% Add +17.0% 109,950 $4.5M
Veltria Advisors Corp. 1.62% Add +0.1% 109,593 $4.5M
TD Waterhouse Canada Inc. 0.04% Reduce -38.5% 108,959 $4.5M
Clarity Financial LLC 0.67% Reduce -1.8% 109,091 $4.5M
Advisory Resource Group 1.00% Add +6.7% 107,439 $4.4M
Principal Securities, Inc. 0.12% Add +158.3% 107,242 $4.4M
Transamerica Financial Advisors, LLC 0.46% No change 105,881 $4.4M
Sowell Financial Services LLC 0.21% Add +17.3% 105,730 $4.3M
Great Lakes Advisors, LLC 0.04% Reduce -0.5% 105,651 $4.3M
Zullo Investment Group, Inc. 1.90% Add +0.5% 105,301 $4.3M
Archford Capital Strategies, LLC 0.70% Reduce -3.7% 104,689 $4.3M
Financial Counselors Inc. 0.07% Reduce -2.2% 103,574 $4.3M
Private Wealth Advisors, LLC 1.86% Reduce -25.7% 103,297 $4.3M
One River Asset Management, LLC 2.31% Reduce -90.8% 103,292 $4.2M
Stratos Wealth Partners, LTD. 0.07% Add +11.7% 102,019 $4.2M
Bank of New York Mellon Corp 0.00% Add +8.8% 101,827 $4.2M
Ameritas Advisory Services, LLC 0.16% Reduce -0.9% 101,107 $4.2M
Wela Strategies, Inc. 1.93% Add +1.2% 100,744 $4.1M
Allworth Financial LP 0.03% Add +2.0% 96,637 $4.1M
Benjamin F. Edwards & Company, Inc. 0.07% Add +33.9% 100,158 $4.1M
Smith, Moore & Co. 0.42% Add +1.4% 99,709 $4.1M
Algorithmic Investment Models, LLC 3.19% Reduce -2.9% 99,184 $4.1M
Laurel Wealth Advisors LLC 0.71% Reduce -2.2% 99,080 $4.1M
Ironwood Wealth Management, Inc. 2.05% Add +0.6% 96,064 $4.1M
Martin & Co. Inc. 1.02% Reduce -0.8% 98,215 $4.0M
Rockland Trust Co. 0.21% Reduce -5.5% 98,170 $4.0M
Treynor Bancshares, Inc. 4.18% Add +23.7% 97,219 $4.0M
WASHINGTON TRUST Co 0.14% Add +0.8% 96,187 $4.0M
Cooksen Wealth, LLC 3.97% Add +5.3% 95,802 $3.9M
Acima Private Wealth, LLC 1.43% No change 94,607 $3.9M
Pacific Wealth Management 1.96% New 93,697 $3.9M
Realta Investment Advisors 0.75% Reduce -7.5% 93,654 $3.9M
Stephens Inc. 0.06% Add +18.9% 93,581 $3.8M
Integrated Advisors Network LLC 0.20% Reduce -37.9% 93,219 $3.8M
Keel Point, LLC 0.34% Add +3.6% 89,827 $3.8M
Commerce Bank 0.02% Reduce -0.2% 92,851 $3.8M
Cibc World Market Inc. 0.01% Reduce -89.1% 92,676 $3.8M
United Capital Financial Advisors, LLC 0.03% Reduce -55.8% 92,000 $3.8M
Prio Wealth Limited Partnership 0.11% No change 90,730 $3.7M
Clearstead Advisors, LLC 0.06% Add +24.8% 90,452 $3.7M
Madison Park Capital Advisors, LLC 3.09% New 89,941 $3.7M
Brown Advisory Inc. 0.00% Add +5.8% 89,421 $3.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -12.7% 89,401 $3.7M
Client First Capital LLC 2.20% New 88,922 $3.7M
J.W. Cole Advisors, Inc. 0.17% Reduce -2.0% 88,789 $3.7M
WT Wealth Management 1.24% Reduce -2.1% 88,540 $3.6M
Sequoia Financial Advisors, LLC 0.04% Add +1.3% 88,117 $3.6M
Great Valley Advisor Group, Inc. 0.10% Reduce -1.4% 88,068 $3.6M
D.A. Davidson & Co. 0.03% Reduce -4.9% 88,008 $3.6M
BlueCrest Capital Management Ltd 1.01% Reduce -51.1% 88,000 $3.6M
TrinityPoint Wealth, LLC 0.56% Add +28.3% 87,881 $3.6M
Fortis Group Advisors, LLC 0.72% Add +60902.8% 87,844 $3.6M
DRW Securities, LLC 0.22% Reduce -80.8% 87,768 $3.6M
Raymond James Trust N.A. 0.08% Add +17.2% 87,529 $3.6M
Tiaa Trust, National Association 0.01% Reduce -1.3% 86,314 $3.5M
CIBC Private Wealth Group LLC 0.01% Add +3.0% 85,422 $3.5M
Arrow Investment Advisors, LLC 3.23% New 86,075 $3.5M
Flagship Harbor Advisors, LLC 0.21% Reduce -4.1% 85,435 $3.5M
Patton Albertson Miller Group, LLC 0.49% No change 83,969 $3.5M
Edgestream Partners, L.P. 0.17% New 83,882 $3.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.73% Reduce -17.1% 83,761 $3.4M
Kennicott Capital Management LLC 1.43% Add +21.3% 83,376 $3.4M
Mirabella Financial Services LLP 0.29% Reduce -65.6% 82,800 $3.4M
City Holding Co. 0.50% Reduce -1.6% 82,415 $3.4M
Fox Run Management, L.L.C. 0.64% Reduce -13.8% 82,200 $3.4M
Ellis Investment Partners, LLC 0.71% Reduce -0.8% 82,025 $3.4M
Westside Investment Management, Inc. 0.77% Reduce -0.0% 81,795 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Add +0.7% 81,751 $3.4M
HB Wealth Management, LLC 0.04% Add +29.6% 81,258 $3.3M
Menora Mivtachim Holdings LTD. 0.02% Add +14.9% 81,063 $3.3M
Global Retirement Partners, LLC 0.10% Reduce -2.0% 80,971 $3.3M
Investors Asset Management of Georgia Inc. /Ga/ 1.61% Reduce -4.1% 80,542 $3.3M
Meritage Portfolio Management 0.21% Reduce -50.4% 79,710 $3.3M
Harbour Investments, Inc. 0.11% Reduce -3.0% 79,696 $3.3M
Robertson Stephens Wealth Management, LLC 0.17% Reduce -44.9% 78,413 $3.2M
Financial Freedom, LLC 1.82% Reduce -1.4% 78,045 $3.2M
Bfsg, LLC 0.41% Add +1.7% 77,810 $3.2M
Jones Financial Companies LLLP 0.00% Add +198.6% 77,588 $3.2M
Fiduciary Trust Co 0.05% Add +1.4% 76,994 $3.2M
Sierra Capital LLC 0.41% Add +0.0% 75,138 $3.1M
Evercore Wealth Management, LLC 0.05% Reduce -3.6% 74,541 $3.1M
Fagan Associates, Inc. 0.53% Reduce -2.2% 74,381 $3.1M
MontVue Capital Management, Inc. 2.43% Reduce -0.2% 74,276 $3.1M
Brandywine Oak Private Wealth LLC 0.31% Reduce -0.4% 73,907 $3.0M
Valeo Financial Advisors, LLC 0.09% Add +25.2% 72,969 $3.0M
WP Advisors, LLC 0.96% Reduce -1.2% 72,762 $3.0M
Geneos Wealth Management Inc. 0.13% Reduce -64.9% 72,106 $3.0M
Jefferies Financial Group Inc. 0.06% Add +137.4% 71,883 $3.0M
Focus Financial Network, Inc. 0.13% Reduce -33.8% 67,266 $2.9M
Paragon Financial Partners, Inc. 2.29% Add +0.2% 71,609 $2.9M
Darwin Wealth Management, LLC 1.46% Add +74.5% 71,570 $2.9M
TRUE Private Wealth Advisors 0.33% Reduce -3.5% 71,298 $2.9M
Man Group plc 0.01% Add +38.3% 70,832 $2.9M
HRT Financial LP 0.02% New 69,913 $2.9M
Glenmede Trust Co. NA 0.01% Reduce -3.5% 69,838 $2.9M
Bay Rivers Group 1.49% Add +0.3% 69,567 $2.9M
Warner Financial, Inc. 1.39% Add +0.1% 69,153 $2.8M
Donald L. Hagan, LLC 1.50% Reduce -2.9% 69,109 $2.8M
Two Sigma Securities, LLC 0.14% Add +288.5% 69,102 $2.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.15% Reduce -0.2% 68,996 $2.8M
Associated Banc-Corp 0.09% Reduce -0.7% 68,912 $2.8M
Quantitative Investment Management, LLC 0.31% New 68,846 $2.8M
Strategic Financial Partners, Ltd. 1.56% New 68,765 $2.8M
Keybank National Association 0.01% Reduce -2.8% 68,703 $2.8M
Deutsche Bank AG 0.00% Reduce -8.3% 67,869 $2.8M
Bray Capital Advisors 0.70% Reduce -2.0% 67,393 $2.8M
Cornerstone Wealth Management, LLC 0.21% Reduce -0.6% 67,117 $2.8M
First National Bank of Hutchinson 1.76% Add +0.1% 67,018 $2.8M
BigSur Wealth Management LLC 0.84% No change 66,870 $2.7M
TCTC Holdings, LLC 0.09% Reduce -0.1% 66,821 $2.7M
Morton Community Bank 0.77% Add +1.9% 66,643 $2.7M
Peddock Capital Advisors, LLC 0.70% Add +4.3% 66,352 $2.7M
Greenwich Wealth Management LLC 0.20% Add +0.9% 66,067 $2.7M
SkyView Investment Advisors, LLC 0.48% Add +2.8% 65,789 $2.7M
GenTrust, LLC 0.15% Add +6.3% 65,718 $2.7M
JFS Wealth Advisors, LLC 0.21% Reduce -0.3% 65,457 $2.7M
GYL Financial Synergies, LLC 0.21% Add +3.3% 64,797 $2.7M
Chesapeake Wealth Management 0.96% Add +0.3% 64,533 $2.7M
Massachusetts Wealth Management 1.77% Add +16.3% 64,236 $2.6M
Kovack Advisors, Inc. 0.29% New 63,850 $2.6M
Lionsbridge Wealth Management LLC 2.08% Reduce -0.9% 63,314 $2.6M
Abbot Financial Management, Inc. 1.38% Reduce -1.1% 62,671 $2.6M
Activest Wealth Management 0.84% Add +51.3% 62,100 $2.6M
Hilltop Holdings Inc. 0.30% Reduce -24.8% 61,949 $2.5M
One Capital Management, LLC 0.09% Add +65.6% 61,938 $2.5M
Gold Investment Management Ltd. 1.07% No change 61,349 $2.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -9.6% 61,282 $2.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -9.6% 61,282 $2.5M
Alterna Wealth Management, Inc. 2.21% Add +134.7% 61,246 $2.5M
Laraway Financial Advisors Inc 2.15% Reduce -0.3% 61,206 $2.5M
St. Johns Investment Management Company, LLC 1.19% Reduce -0.6% 60,927 $2.5M
High Note Wealth, LLC 0.76% Reduce -1.1% 60,771 $2.5M
Butensky & Cohen Financial Security, Inc. 0.79% Reduce -0.5% 60,444 $2.5M
Orca Investment Management, LLC 2.37% Add +0.5% 60,405 $2.5M
Brookstone Capital Management 0.04% Add +89.5% 56,609 $2.5M
VCI Wealth Management LLC 1.22% New 59,991 $2.5M
Hoylecohen, LLC 0.19% Add +1.5% 59,627 $2.5M
Camelot Technology Advisors, Inc. 2.26% Reduce -6.2% 59,075 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +22.9% 58,920 $2.4M
Corrado Advisors, LLC 1.56% Add +2.3% 58,865 $2.4M
Cim, LLC 0.36% Add +3.9% 53,665 $2.4M
Avitas Wealth Management LLC 0.35% Add +0.6% 58,666 $2.4M
Solutions 4 Wealth, Ltd 5.44% Reduce -2.5% 58,396 $2.4M
CX Institutional 0.11% Reduce -24.4% 58,190 $2.4M
Atom Investors LP 0.24% Reduce -28.1% 57,607 $2.4M
Bradley Foster & Sargent Inc. 0.04% Reduce -4.9% 57,584 $2.4M
GeoWealth Management, LLC 0.10% Reduce -30.0% 57,575 $2.4M
Poehling Capital Management, INC. 0.65% Reduce -6.1% 57,499 $2.4M
Miller Investment Management, LP 0.28% Reduce -0.1% 57,120 $2.3M
Laidlaw Wealth Management LLC 1.29% Add +1.2% 56,928 $2.3M
Cary Street Partners Investment Advisory LLC 0.09% Add +2.1% 56,887 $2.3M
One Charles Private Wealth Services, LLC 0.96% Add +17.9% 56,395 $2.3M
West Financial Advisors, LLC 0.48% Add +1.8% 56,318 $2.3M
Capital Advisors, Ltd. LLC 0.30% No change 56,240 $2.3M
Banque Pictet & Cie SA 0.02% Reduce -16.4% 56,180 $2.3M
Stratos Wealth Advisors, LLC 0.11% Add +61.1% 55,713 $2.3M
BTG Pactual Asset Management US LLC 0.57% — 55,605 $2.3M
New Wave Wealth Advisors LLC 1.23% — 55,553 $2.3M
Pine Valley Investments Ltd Liability Co 0.17% Add +47.2% 55,455 $2.3M
Insigneo Advisory Services, LLC 0.26% Reduce -31.8% 55,627 $2.3M
Clarus Wealth Advisors 1.20% Reduce -1.3% 53,831 $2.3M
Alaska Permanent Fund Corp 0.03% No change 51,558 $2.3M
Waterway Wealth Management, LLC 1.09% Add +9.4% 53,974 $2.2M
Colton Groome Financial Advisors, LLC 0.87% Add +10.5% 53,795 $2.2M
Nelson Capital Management, LLC 0.39% Add +4.1% 53,698 $2.2M
Jump Financial, LLC 0.04% Reduce -46.1% 53,387 $2.2M
Horizon Financial Services, LLC 1.39% Reduce -6.7% 53,327 $2.2M
M3 Advisory Group, LLC 1.79% Add +3.8% 52,961 $2.2M
Wesbanco Bank Inc. 0.08% Add +2.5% 52,829 $2.2M
Simplicity Wealth,LLC 0.05% Reduce -2.1% 52,699 $2.2M
Dorsey Wright & Associates 0.56% New 52,389 $2.2M
Intrepid Financial Planning Group LLC 0.92% Reduce -0.0% 52,120 $2.1M
Summit Financial, LLC 0.10% Add +350.2% 51,909 $2.1M
RDA Financial Network 0.70% Add +0.4% 51,616 $2.1M
Brighton Jones LLC 0.07% Add +0.1% 51,500 $2.1M
Polymer Capital Management (HK) LTD 0.43% New 51,400 $2.1M
GFS Advisors, LLC 0.34% Reduce -52.9% 24,055 $2.1M
Symmetry Investments LP 0.26% New 50,700 $2.1M
Next Level Private LLC 0.95% Add +0.2% 50,570 $2.1M
International Assets Investment Management, LLC 0.20% Reduce -1.9% 50,468 $2.1M
Redwood Financial Network Corp 1.73% Add +7.2% 50,028 $2.1M
Synovus Financial Corp. 0.03% Add +1.0% 49,861 $2.0M
Quattro Financial Advisors LLC 0.54% Reduce -0.8% 49,778 $2.0M
IMC-Chicago, LLC 0.07% Add +265.1% 49,670 $2.0M
First Bancorp, Inc 1.50% Reduce -3.7% 49,457 $2.0M
SteelPeak Wealth, LLC 0.10% Reduce -2.5% 49,080 $2.0M
Mission Wealth Management, LP 0.05% Add +0.8% 48,828 $2.0M
Rockingstone Advisors LLC 1.02% Add +4.6% 48,382 $2.0M
Rovin Capital /Ut/ 0.83% Add +0.8% 48,274 $2.0M
Beacon Financial Group 0.22% Add +0.0% 47,938 $2.0M
Dimension Capital Management LLC 0.40% Add +1.0% 47,735 $2.0M
Perigon Wealth Management, LLC 0.06% Add +3.5% 47,317 $1.9M
Regions Financial Corp. 0.01% Add +0.8% 47,040 $1.9M
Encompass More Asset Management 1.38% Add +18.0% 46,990 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.32% Reduce -0.7% 46,987 $1.9M
Sandbox Financial Partners, LLC 0.74% Add +8.0% 46,818 $1.9M
Joseph P. Lucia & Associates, LLC 0.98% Add +5.4% 46,645 $1.9M
Birinyi Associates Inc. 0.57% Add +1.0% 46,610 $1.9M
Boltwood Capital Management 0.59% Reduce -4.1% 45,915 $1.9M
Crumly & Associates Inc. 0.54% Reduce -6.9% 45,880 $1.9M
First Horizon Advisors, Inc. 0.06% Add +0.5% 45,785 $1.9M
Sharper & Granite LLC 0.90% Add +1.6% 45,747 $1.9M
Belpointe Asset Management LLC 0.13% Reduce -49.8% 45,452 $1.9M
Diversify Advisory Services, LLC 0.10% Add +45.4% 44,307 $1.8M
Dai-ichi Life Holdings, Inc. 2.17% Reduce -26.4% 44,900 $1.8M
Highland Capital Management, LLC 0.11% Reduce -18.4% 44,474 $1.8M
Windsor Capital Management, LLC 0.56% Reduce -14.2% 44,127 $1.8M
Avior Wealth Management, LLC 0.08% Reduce -5.2% 44,050 $1.8M
Brick & Kyle, Associates 0.75% Add +25.5% 43,949 $1.8M
Apexium Financial, LP 0.13% Add +0.9% 43,754 $1.8M
Horizon Wealth Management, LLC 0.43% New 43,517 $1.8M
Court Place Advisors, LLC 0.56% Add +0.9% 43,471 $1.8M
Gallagher Fiduciary Advisors, LLC 0.40% Add +7.8% 43,276 $1.8M
Kessler Investment Group, LLC 0.96% Add +31.6% 43,242 $1.8M
Burke & Herbert Bank & Trust Co. 0.43% New 43,195 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -92.8% 43,090 $1.8M
SVB Wealth LLC 0.04% Add +5.4% 42,891 $1.8M
Okabena Investment Services Inc. 0.56% No change 42,620 $1.8M
RiverGlades Family Offices LLC 1.36% Add +0.1% 42,477 $1.7M
Ranch Capital Advisors Inc. 0.90% Add +0.2% 41,808 $1.7M
Franklin Resources Inc. 0.00% Reduce -96.3% 41,722 $1.7M
Pinnacle Associates Ltd. 0.03% Add +1.8% 41,441 $1.7M
Foguth Wealth Management, LLC. 0.75% Add +46.6% 41,396 $1.7M
Howard Capital Management Group, LLC 0.12% Reduce -2.3% 41,025 $1.7M
Greenwood Capital Associates LLC 0.22% Reduce -3.5% 40,719 $1.7M
Prairiewood Capital, LLC 0.79% Reduce -1.6% 40,596 $1.7M
WESPAC Advisors SoCal, LLC 0.42% Add +33.0% 40,463 $1.7M
Johnson Investment Counsel Inc. 0.02% Reduce -3.4% 40,276 $1.7M
Wealthfront Advisers LLC 0.01% Reduce -18.4% 40,178 $1.7M
Meridian Wealth Management, LLC 0.20% New 40,028 $1.6M
Wedbush Securities Inc. 0.06% Add +11.0% 39,581 $1.6M
Kanawha Capital Management LLC 0.13% Reduce -4.5% 39,431 $1.6M
Clarity Wealth Advisors, LLC 0.52% Reduce -11.3% 38,855 $1.6M
Narus Financial Partners, LLC 0.64% Reduce -0.4% 38,433 $1.6M
Bessemer Group Inc. 0.00% Add +826.0% 38,394 $1.6M
Concourse Financial Group Securities, Inc. 0.10% Add +17.7% 38,270 $1.6M
MTM Investment Management, LLC 0.64% Add +1.8% 38,251 $1.6M
Fisher Asset Management 0.00% Reduce -26.6% 38,239 $1.6M
Cavalier Investments, LLC 0.48% Add +3.1% 38,209 $1.6M
Sigma Investment Counselors Inc. 0.10% Add +0.7% 37,813 $1.6M
Fifth Lane Capital, LP 3.48% New 37,809 $1.6M
ARS Investment Partners, LLC 0.15% Add +0.8% 37,495 $1.5M
Private Trust Co. NA 0.17% Reduce -3.2% 37,457 $1.5M
AE Wealth Management LLC 0.02% Add +10.6% 37,400 $1.5M
Country Club Bank 0.11% Reduce -3.1% 37,463 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -7.3% 37,310 $1.5M
St. Louis Financial Planners Asset Management, LLC 1.32% New 37,171 $1.5M
Soltis Investment Advisors LLC 0.16% Reduce -26.9% 37,090 $1.5M
E&G Advisors, LLC 0.45% Add +0.7% 37,012 $1.5M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -0.7% 36,818 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +3.3% 36,688 $1.5M
Ingalls & Snyder LLC 0.07% Add +2.1% 36,455 $1.5M
Bank of Marin 1.28% Reduce -2.7% 36,038 $1.5M
Riggs Asset Managment Co. Inc. 0.44% Add +3.8% 36,026 $1.5M
3EDGE Asset Management, LP 0.12% Add +197.1% 36,005 $1.5M
RPg Family Wealth Advisory, LLC 0.49% Add +5.3% 35,994 $1.5M
Glass Jacobson Investment Advisors llc 0.54% Add +2.5% 35,899 $1.5M
O'shaughnessy Asset Management, LLC 0.02% Add +56.9% 35,707 $1.5M
Monetary Management Group Inc. 0.39% Add +4.4% 35,550 $1.5M
Parallel Advisors, LLC 0.04% Reduce -2.2% 35,550 $1.5M
Wintrust Investments LLC 0.12% Reduce -8.6% 35,392 $1.5M
Blue Chip Partners, LLC 0.13% Add +0.4% 35,299 $1.5M
Wealthspire Advisors, LLC 0.02% Add +0.5% 35,290 $1.5M
Jacobi Capital Management LLC 0.13% Reduce -20.6% 35,177 $1.4M
Core Alternative Capital 0.29% Reduce -49.4% 35,016 $1.4M
Montag A & Associates Inc. 0.07% Reduce -1.5% 34,868 $1.4M
NFSG Corp 0.53% Add +33.2% 34,769 $1.4M
LJI Wealth Management, LLC 0.31% New 34,530 $1.4M
WealthPLAN Partners, LLC 0.15% Add +2.3% 34,509 $1.4M
CMG Global Holdings, LLC 0.94% Add +0.7% 34,425 $1.4M
HBW Advisory Services LLC 0.23% Add +54.0% 34,221 $1.4M
SOL Capital Management CO 0.17% Reduce -0.9% 34,150 $1.4M
Bleakley Financial Group, LLC 0.04% Add +0.9% 34,126 $1.4M
Galvin, Gaustad & Stein, LLC 0.13% Reduce -20.1% 34,076 $1.4M
Essex Financial Services, Inc. 0.10% Add +6.4% 33,059 $1.4M
HAP Trading, LLC 0.60% New 33,655 $1.4M
McGuire Investment Group, LLC 0.20% Add +1.1% 33,563 $1.4M
Plimoth Trust Co. LLC 0.37% Reduce -6.3% 33,505 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 33,380 $1.4M
Ausdal Financial Partners, Inc. 0.15% Add +9.2% 33,100 $1.4M
Moors & Cabot, Inc. 0.07% Reduce -6.8% 32,981 $1.4M
Rollins Financial Advisors, LLC 0.23% Add +11.6% 32,784 $1.3M
Neuberger Berman Group LLC 0.00% Add +50.7% 32,652 $1.3M
Accel Wealth Management 0.54% Add +11.1% 32,617 $1.3M
Arrow Financial Corp 0.13% Reduce -4.8% 32,513 $1.3M
Verition Fund Management LLC 0.01% Add +29.9% 32,243 $1.3M
SP Asset Management LLC 0.12% Add +0.4% 32,182 $1.3M
DT Investment Partners, LLC 0.12% Add +2.1% 32,158 $1.3M
&partners 0.06% Add +448.1% 32,061 $1.3M
Raleigh Capital Management Inc. 0.56% Reduce -4.7% 32,123 $1.3M
Signet Financial Management, LLC 0.18% Add +2.5% 32,004 $1.3M
Successful Portfolios LLC 0.92% Reduce -0.5% 31,938 $1.3M
Leslie Global Wealth, LLC 0.77% — 31,921 $1.3M
Natixis Advisors, LLC 0.00% Add +11.7% 31,891 $1.3M
Patten & Patten Inc. 0.09% Add +1.1% 31,792 $1.3M
Cladis Investment Advisory, LLC 0.94% Add +2.1% 31,557 $1.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +7.4% 31,289 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.50% No change 29,114 $1.3M
Nwi Management LP 0.16% No change 31,000 $1.3M
Perennial Investment Advisors, LLC 0.18% Add +56.4% 30,906 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -2.6% 30,818 $1.3M
Next Capital Management LLC 0.53% Reduce -8.1% 30,674 $1.3M
Keebeck Wealth Management 0.18% Reduce -0.0% 30,605 $1.3M
WealthShield Partners, LLC 0.19% Add +48.2% 30,602 $1.3M
One Wealth Map LLC 0.78% Add +0.6% 29,127 $1.3M
City Center Advisors, LLC 1.47% No change 29,689 $1.3M
Advisors Capital Management, LLC 0.02% Add +2.8% 30,221 $1.2M
Hollencrest Capital Management 0.05% Reduce -4.9% 30,141 $1.2M
Choreo, LLC 0.02% Add +264.0% 30,058 $1.2M
Regal Investment Advisors LLC 0.08% Add +49.2% 30,055 $1.2M
Financial Advocates Investment Management 0.08% Reduce -73.1% 29,974 $1.2M
NBT Bank, N.A. 0.09% Reduce -1.2% 29,937 $1.2M
StoneX Group Inc. 0.10% Add +33.9% 29,754 $1.2M
LGL Partners, LLC 0.18% No change 29,709 $1.2M
Moneta Group Investment Advisors LLC 0.02% Add +5.8% 29,662 $1.2M
LM Advisors LLC 0.24% Reduce -73.7% 29,345 $1.2M
Kraft, Davis & Associates, LLC 0.36% Add +36.3% 27,686 $1.2M
Strategic Advisors LLC 0.23% Reduce -30.3% 29,181 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -21.8% 29,075 $1.2M
Apollon Wealth Management, LLC 0.04% Reduce -11.5% 29,000 $1.2M
MIdWestOne Financial Group, Inc. 0.21% No change 28,991 $1.2M
SeaCrest Wealth Management, LLC 0.14% Add +2.6% 28,946 $1.2M
Glen Eagle Advisors, LLC 0.22% Reduce -3.9% 28,640 $1.2M
NWF Advisory Services Inc. 0.19% Add +1.1% 28,544 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.47% Add +0.1% 28,309 $1.2M
Providence First Trust Co 0.52% Add +0.0% 28,209 $1.2M
Sentinel Trust Co. Lba 0.14% No change 28,161 $1.2M
Tranquility Partners, LLC 0.45% Add +0.0% 28,147 $1.2M
Fiduciary Group, LLC 0.12% Add +19.2% 28,074 $1.2M
Prestige Wealth Management Group LLC 0.25% Reduce -91.5% 28,004 $1.2M
Roberts Wealth Advisors, LLC 0.39% Reduce -3.8% 27,545 $1.2M
Marco Investment Management LLC 0.11% Add +0.9% 27,838 $1.1M
Tsfg, LLC 0.27% Reduce -9.2% 27,792 $1.1M
Apollon Financial, LLC 0.37% Reduce -0.8% 27,791 $1.1M
D L Carlson Investment Group Inc. 0.22% Reduce -2.2% 27,786 $1.1M
Allen Investment Management, LLC 0.01% No change 27,791 $1.1M
Aptus Capital Advisors, LLC 0.02% Reduce -86.3% 27,764 $1.1M
Birchcreek Wealth Management, LLC 0.64% Reduce -38.5% 27,752 $1.1M
PFG Investments, LLC 0.08% Add +6.3% 27,705 $1.1M
Abbrea Capital, LLC 0.15% Reduce -19.9% 27,414 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -1.1% 27,402 $1.1M
Capital Investment Counsel, LLC 0.22% Add +46.5% 27,152 $1.1M
Tradition Wealth Management, LLC 0.11% Reduce -1.3% 27,097 $1.1M
Gratus Capital, LLC 0.04% Add +4.2% 27,076 $1.1M
Xcel Wealth Management, LLC 0.35% No change 26,988 $1.1M
JBR Co Financial Management Inc 0.77% Add +5.6% 26,787 $1.1M
Wedmont Private Capital 0.07% Add +0.1% 25,947 $1.1M
PSI Advisors, LLC 0.35% Add +14.8% 26,707 $1.1M
Peoples Bank 0.85% Reduce -0.8% 26,595 $1.1M
Spreng Capital Management, Inc. 0.57% Reduce -1.7% 26,575 $1.1M
Cape Ann Savings Bank 0.68% No change 26,480 $1.1M
Whittier Trust Co. 0.02% Reduce -2.4% 26,445 $1.1M
First Foundation Advisors 0.04% Reduce -6.5% 26,331 $1.1M
Magnus Financial Group LLC 0.12% Add +23.7% 26,219 $1.1M
Valmark Advisers, Inc. 0.02% Reduce -8.9% 26,172 $1.1M
Smith Salley Wealth Management 0.08% Reduce -0.1% 25,955 $1.1M
German American Bancorp, Inc. 0.12% Reduce -5.4% 25,954 $1.1M
Granite FO LLC 0.68% No change 25,920 $1.1M
Simon Quick Advisors, LLC 0.08% Add +0.0% 25,876 $1.1M
SMART Wealth LLC 0.43% Add +20.3% 25,861 $1.1M
Allie Family Office LLC 0.64% Add +77.5% 25,705 $1.1M
Balboa Wealth Partners 0.28% Add +54.2% 25,482 $1.0M
Founders Financial Alliance, LLC 0.31% Reduce -1.2% 25,451 $1.0M
C2C Wealth Management, LLC 1.01% Reduce -0.5% 25,090 $1.0M
Curi Capital, LLC 0.02% Reduce -1.9% 24,932 $1.0M
Contravisory Investment Management, Inc. 0.23% Add +43.0% 24,914 $1.0M
Marcum Wealth, LLC 0.10% Add +16.2% 24,733 $1.0M
Navellier & Associates Inc. 0.12% Add +0.0% 24,707 $1.0M
J. Safra Sarasin Holding AG 0.02% — 24,700 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.0% 24,695 $1.0M
Certified Advisory Corp 0.13% Reduce -4.5% 24,606 $1.0M
Audent Global Asset Management, LLC 1.05% Add +0.8% 24,544 $1.0M
Ironwood Financial, llc 0.23% Add +2.9% 24,519 $1.0M
Bell Bank 0.08% Reduce -23.8% 24,504 $1.0M
Herbst Group, LLC 0.61% Reduce -2.4% 24,433 $1.0M
RMR Wealth Builders 0.12% Add +84.8% 24,431 $1.0M
Claro Advisors Inc. 0.16% Add +60.9% 24,417 $1.0M
Goodman Advisory Group, LLC 0.30% Add +18.6% 24,397 $1.0M
Peak Asset Management, LLC 0.20% Add +0.0% 24,391 $1.0M
Janney Capital Management LLC 0.07% Add +0.8% 24,121 $992K
First Business Financial Services, Inc. 0.10% No change 24,095 $991K
Davies Financial Advisors, Inc. 0.92% Add +7.2% 24,049 $989K
Exencial Wealth Advisors, LLC 0.04% Add +151.8% 23,928 $984K
Mma Asset Management LLC 0.46% Reduce -47.5% 23,913 $983K
Triumph Capital Management 0.38% Reduce -37.5% 23,912 $983K
Westbourne Investment Advisors, Inc. 0.36% Add +10.7% 23,902 $983K
Counterweight Ventures, LLC 0.73% Add +3.9% 23,646 $972K
Richard W. Paul & Associates, LLC 0.37% Reduce -1.9% 23,626 $971K
WorthPointe, LLC 0.44% Add +15.1% 23,602 $970K
Chilton Investment Co. Inc. 0.03% No change 23,500 $966K
Whitaker-Myers Wealth Managers, LTD. 0.36% Add +16.2% 23,403 $962K
Ally Invest Advisors Inc. 0.09% Add +12.8% 23,339 $959K
Sowa Financial Group, Inc. 0.73% Reduce -11.0% 23,336 $959K
Elevated Capital Advisors, LLC 0.27% Add +2.6% 23,175 $953K
Quadrant Capital Group LLC 0.07% Add +3534.1% 23,113 $950K
EverSource Wealth Advisors, LLC 0.06% Reduce -2.5% 21,656 $947K
Salem Investment Counselors Inc. 0.03% Reduce -0.1% 23,040 $947K
IFP Advisors, Inc 0.04% Add +32.7% 23,022 $946K
AQR Capital Management 0.00% Add +31.7% 22,909 $942K
Journey Advisory Group, LLC 0.11% Reduce -1.1% 22,759 $936K
Csenge Advisory Group 0.05% Reduce -7.6% 22,755 $935K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -3.7% 22,746 $935K
Waverly Advisors, LLC 0.02% Add +23.4% 22,682 $932K
Howe & Rusling Inc. 0.09% Add +178.6% 22,665 $932K
Calton & Associates, Inc. 0.47% Reduce -1.8% 22,647 $931K
Intellectus Partners, LLC 0.25% Reduce -2.2% 22,423 $922K
Fulcrum Equity Management 0.83% Add +12.5% 22,419 $922K
Buckingham Strategic Wealth, LLC 0.01% Add +25.5% 22,412 $921K
Fsa Wealth Partners, Inc. 0.25% Add +0.4% 22,338 $918K
Visionary Horizons, LLC 0.67% New 22,335 $918K
World Equity Group, Inc. 0.27% Reduce -6.5% 22,280 $916K
MKT Advisors LLC 0.45% Add +2.9% 21,887 $914K
Appleton Partners Inc. 0.07% Add +0.6% 22,206 $913K
Davis R M Inc. 0.02% Add +170.0% 22,056 $907K
Schnieders Capital Management LLC 0.18% Reduce -1.5% 21,796 $896K
Union Savings Bank 0.47% Reduce -5.3% 21,728 $893K
Advisors Management Group Inc. 0.22% Add +1.7% 21,729 $893K
Pinnacle Family Advisors, LLC 0.49% Add +93.8% 21,674 $891K
GPS Wealth Strategies Group, LLC 0.13% Add +7.7% 21,655 $890K
Capital Insight Partners, LLC 0.17% Reduce -1.6% 21,489 $883K
V2 Financial group LLC 0.59% Add +0.0% 20,363 $883K
HBK Sorce Advisory LLC 0.03% Reduce -2.3% 21,461 $882K
Caldwell Trust Co 0.10% Add +0.3% 21,416 $880K
Breakwater Capital Group 0.20% Add +6.5% 21,352 $878K
Eagle Capital Management, LLC 0.39% Reduce -0.4% 21,326 $877K
Global Financial Private Client, LLC 0.36% Add +1.3% 21,171 $870K
World Investment Advisors 0.05% Add +52.4% 21,200 $869K
Smithbridge Asset Management Inc. 0.18% New 21,101 $867K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.3% 21,077 $866K
Dark Forest Capital Management LP 0.16% New 20,996 $863K
Florida Financial Advisors, LLC 0.52% Add +21.1% 20,942 $861K
Sax Wealth Advisors, LLC 0.08% Add +2.6% 20,925 $860K
Lynx Investment Advisory 0.64% — 20,891 $859K
American Financial Advisors, LLC 0.12% Reduce -3.3% 20,876 $858K
Webster Bank, N. A. 0.09% Reduce -0.4% 20,785 $854K
Signature Wealth Management Partners, LLC 0.65% Add +5.1% 20,675 $850K
Wealthcare Advisory Partners LLC 0.03% Reduce -12.3% 20,671 $850K
Clearbridge Investments, LLC 0.00% Add +2.1% 20,610 $847K
Roman Butler Fullerton & Co. 0.27% Add +10.8% 20,055 $840K
Intrua Financial, LLC 0.14% Reduce -15.8% 20,310 $835K
KG Capital Management 0.29% Reduce -5.1% 20,291 $834K
Parkside Advisors LLC 0.21% No change 20,229 $832K
LaSalle St. Investment Advisors, LLC 0.41% New 11,373 $830K
Procyon Advisors, LLC 0.06% Reduce -16.5% 20,139 $828K
LVZ, Inc. 0.11% New 20,046 $824K
Pursue Wealth Partners LLC 0.45% No change 20,000 $822K
Aft, Forsyth & Sober, LLC 0.28% No change 20,000 $822K
Girard Partners LTD. 0.08% Reduce -15.3% 19,997 $822K
Sweet Financial Partners, LLC 0.19% Add +0.2% 19,992 $822K
Falcon Wealth Planning 0.11% Add +3.4% 19,987 $822K
Headinvest, LLC 0.16% Reduce -2.6% 19,967 $821K
Wellington Shields Capital Management, LLC 0.15% Add +3.1% 19,947 $820K
Diversify Wealth Management, LLC 0.10% — 20,078 $820K
Constitution Capital LLC 0.43% Add +12.6% 19,913 $819K
Ashton Thomas Securities, LLC 0.20% — 19,111 $816K
Evergreen Capital Management LLC 0.03% Add +174.4% 19,667 $809K
Circle Wealth Management, LLC 0.02% Add +96.8% 19,595 $806K
Kingswood Wealth Advisors, LLC 0.07% Add +6.8% 19,424 $799K
Gotham Asset Management 0.01% New 19,302 $794K
Personal Cfo Solutions, LLC 0.12% Reduce -2.2% 19,234 $791K
SOA Wealth Advisors, LLC. 0.16% Reduce -0.9% 19,186 $789K
Family Asset Management, LLC 0.51% Add +151.2% 19,107 $785K
Global Endowment Management, LP 0.08% No change 19,030 $782K
Hilltop National Bank 0.25% No change 18,956 $779K
CreativeOne Wealth, LLC 0.04% Reduce -62.5% 18,933 $779K
MV Capital Management, Inc. 0.09% Reduce -0.7% 18,857 $775K
9258 Wealth Management, LLC 0.12% Add +28.5% 18,709 $769K
Townsquare Capital LLC 0.01% Add +28.1% 18,708 $769K
Pettinga Financial Advisors LLC 0.19% Reduce -8.8% 18,603 $765K
Waldron Private Wealth LLC 0.03% No change 18,415 $757K
Penobscot Wealth Management 0.45% Reduce -6.3% 18,189 $756K
Investment Advisory Group, LLC 0.29% Reduce -12.0% 18,223 $749K
Zega Financial, LLC 0.27% New 18,188 $748K
Trust Point Inc. 0.06% No change 18,174 $747K
QRG Capital Management, Inc. 0.01% Reduce -5.9% 18,071 $743K
Point Windward Advisors Inc. 0.31% New 18,000 $740K
Centiva Capital, LP 0.04% Add +3.6% 18,000 $740K
Charter Oak Capital Management, LLC 0.08% No change 17,966 $739K
N.E.W. Advisory Services LLC 0.08% Add +0.5% 17,934 $737K
Beacon Financial Advisory LLC 0.27% Add +153.1% 17,906 $736K
Peak Financial Advisors LLC 0.42% New 17,755 $730K
Connecticut Wealth Management, LLC 0.04% Add +0.0% 17,692 $727K
Chilton Capital Management LLC 0.03% Add +6.5% 17,686 $727K
Etfidea, LLC 0.25% Reduce -7.1% 17,628 $725K
Worth Asset Management, LLC 0.43% Reduce -47.9% 17,586 $723K
Cassaday & Co Wealth Management LLC 0.02% Add +0.8% 17,531 $721K
Steele Capital Management, Inc. 0.04% Reduce -0.4% 17,494 $719K
Mission Creek Capital Partners, Inc. 0.18% Reduce -23.7% 17,408 $716K
Bokf, NA 0.01% Reduce -3.0% 17,406 $716K
Riversedge Advisors, LLC 0.17% No change 17,398 $715K
Marathon Trading Investment Management LLC 0.19% Add +42.2% 17,391 $715K
Beaumont Financial Advisors, LLC 0.06% Reduce -1.7% 17,363 $714K
Trexquant Investment LP 0.01% New 17,318 $712K
ELCO Management Co., LLC 0.41% Reduce -5.7% 17,255 $709K
Cary Street Partners Asset Management LLC 0.10% Add +0.0% 17,201 $707K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -5.2% 17,192 $707K
Montecito Bank & Trust 0.14% Reduce -0.3% 17,188 $707K
Absolute Capital Management, LLC 0.43% Add +0.8% 17,162 $706K
Taylor & Morgan Wealth Management, LLC 0.50% Reduce -3.5% 17,158 $705K
Tyler-Stone Wealth Management 0.29% Reduce -3.9% 16,994 $699K
Heritage Wealth Advisors 0.03% No change 16,909 $695K
Thomasville National Bank 0.06% No change 16,762 $689K
TD Private Client Wealth LLC 0.02% Reduce -7.6% 16,716 $687K
Mitchell Sinkler & Starr 0.18% Reduce -30.9% 15,860 $687K
Woodmont Investment Counsel LLC 0.06% Reduce -0.9% 16,644 $684K
Burford Brothers, Inc. 0.40% Reduce -3.5% 16,623 $683K
Brightwater Advisory LLC 0.52% Reduce -16.5% 16,492 $678K
Glenview Trust Co 0.01% Reduce -3.6% 16,459 $677K
Financial & Tax Architects, LLC 0.18% Reduce -3.7% 16,376 $673K
Empirical Asset Management, LLC 0.25% Add +65.4% 16,363 $673K
Rebalance, LLC 0.05% Add +0.4% 16,346 $672K
Hyman Charles D 0.04% Add +6.8% 16,322 $671K
Investment Partners, LTD. 0.30% No change 16,301 $670K
Lyell Wealth Management, LP 0.06% Add +1.4% 16,222 $667K
XTX Topco Ltd 0.06% New 16,183 $665K
Money Concepts Capital Corp. 0.06% Reduce -4.1% 16,177 $665K
Sterneck Capital Management, LLC 0.38% Reduce -0.4% 16,175 $665K
Lynch & Associates 0.15% No change 16,075 $661K
SouthState Bank Corp 0.05% Reduce -3.7% 16,017 $658K
1834 Investment Advisors Co. 0.08% No change 16,010 $658K
Powell Investment Advisors, LLC 0.34% Add +0.1% 15,993 $657K
FineMark National Bank & Trust 0.02% Add +14.5% 15,976 $657K
Quadcap Wealth Management, LLC 0.12% Add +16.9% 15,921 $654K
American Institute for Advanced Investment Management, LLP 0.50% Add +7.3% 15,835 $651K
Coastline Trust Co 0.08% No change 15,825 $651K
Guardian Asset Advisors, LLC 0.48% Reduce -3.5% 15,740 $647K
Waterloo Capital, L.P. 0.08% Reduce -12.9% 15,700 $645K
Central Bank & Trust Co. 0.09% Reduce -21.9% 15,650 $643K
Axxcess Wealth Management, LLC 0.02% Add +0.8% 15,630 $643K
Beaumont Asset Management, L.L.C. 0.41% Add +0.9% 15,622 $642K
Philip James Wealth Mangement, LLC 0.43% Add +0.1% 15,560 $640K
Worth Financial Advisory Group, LLC 0.42% Add +0.5% 15,544 $639K
Parkside Financial Bank & Trust 0.10% Reduce -20.1% 15,534 $639K
Capital Investment Advisory Services, LLC 0.07% Add +8.5% 15,472 $636K
Argent Trust Co 0.03% No change 15,435 $635K
Principle Wealth Partners LLC 0.05% No change 15,401 $633K
Avantax Planning Partners, Inc. 0.02% Reduce -0.9% 15,367 $632K
Rwa Wealth Partners, LLC 0.01% Reduce -3.0% 15,340 $631K
Fidelis Capital Partners, LLC 0.09% Add +72.8% 15,097 $627K
Prelude Capital Management, LLC 0.05% Reduce -40.0% 15,000 $617K
Freestone Capital Holdings, LLC 0.02% Reduce -1.9% 14,956 $615K
O'ROURKE & COMPANY, Inc 0.35% Add +3.2% 14,932 $614K
Cullen/Frost Bankers, Inc. 0.01% Reduce -3.1% 14,908 $613K
Adirondack Trust Co. 0.25% Add +3.5% 14,896 $612K
UMB Bank, n.a. 0.01% Add +11.8% 14,895 $612K
Phillips Wealth Planners LLC 0.64% Add +0.3% 14,587 $611K
Glassman Wealth Services 0.11% Reduce -0.8% 14,865 $611K
Ieq Capital, LLC 0.01% Reduce -0.1% 14,834 $610K
Tidal Investments LLC 0.01% Add +4.1% 14,817 $609K
Kathleen S. Wright Associates Inc. 0.28% Reduce -1.6% 14,801 $608K
CHICAGO TRUST Co NA 0.12% No change 14,756 $607K
Investment Partners Asset Management, Inc. 0.53% Reduce -0.1% 14,594 $600K
Verdence Capital Advisors LLC 0.05% Add +0.1% 14,575 $599K
Viewpoint Capital Management LLC 0.37% No change 14,542 $598K
Octavia Wealth Advisors, LLC 0.08% Reduce -2.0% 14,500 $596K
Meridian Wealth Advisors, LLC 0.11% Add +0.8% 14,497 $596K
L.M. Kohn & Company 0.16% Add +2.3% 14,482 $595K
Navis Wealth Advisors, LLC 0.68% Add +0.1% 14,479 $595K
Koshinski Asset Management, Inc. 0.06% Add +8.9% 14,251 $595K
Monograph Wealth Advisors, LLC 0.09% No change 14,345 $590K
Transform Wealth, LLC 0.04% No change 14,327 $589K
Swmg, LLC 0.26% Add +7.8% 14,326 $589K
Sound Income Strategies, LLC 0.04% Add +17.2% 14,318 $589K
Transatlantique Private Wealth LLC 0.24% No change 14,300 $588K
Barometer Capital Management Inc. 0.23% Reduce -17.3% 14,300 $588K
Financial Partners Group, LLC 0.23% Add +0.7% 14,289 $587K
Collaborative Wealth Managment Inc. 0.29% Reduce -1.1% 14,276 $587K
Acropolis Investment Management, LLC 0.04% Add +6.1% 14,190 $583K
AdvisorNet Financial, Inc 0.05% Reduce -2.7% 14,064 $578K
Debussy Capital Management LP 0.16% Add +3.6% 14,009 $576K
Empower Advisory Group, LLC 0.00% Reduce -25.7% 13,979 $575K
KMG Fiduciary Partners, LLC 0.06% Add +1.1% 13,964 $574K
WealthBridge Capital Management, LLC 0.19% Add +5.4% 13,832 $569K
Kiley Juergens Wealth Management, LLC 0.16% No change 13,821 $568K
Goelzer Investment Management, Inc. 0.03% Reduce -3.8% 13,818 $568K
Anchor Investment Management, LLC 0.06% Add +1.5% 13,633 $560K
VestGen Investment Management 0.17% New 13,605 $559K
River Wealth Advisors LLC 0.08% Reduce -8.3% 13,524 $556K
Gratus Wealth Advisors, LLC 0.10% No change 12,972 $556K
Wealthgarden F.S. LLC 0.59% — 13,517 $556K
Carmichael Hill & Associates, Inc. 0.23% Add +10.4% 13,485 $554K
Ascent Group, LLC 0.05% Add +9.0% 13,470 $554K
First National Trust Co 0.02% Reduce -6.9% 13,410 $551K
Executive Wealth Management, LLC 0.10% Reduce -1.1% 13,396 $551K
MCF Advisors LLC 0.04% No change 13,368 $550K
NCP Inc. 0.35% Reduce -3.6% 13,339 $548K
Private Capital Management, LLC 0.06% Reduce -1.8% 13,264 $545K
Elgethun Capital Management 0.14% Add +0.0% 13,182 $542K
Granger Management LLC 0.09% No change 13,181 $542K
D.B. Root & Company, LLC 0.18% Reduce -1.5% 13,178 $542K
Relative Value Partners Group, LLC 0.07% New 13,171 $541K
Lake Street Private Wealth, LLC 0.07% Reduce -0.4% 13,171 $541K
Greenleaf Trust 0.01% Reduce -6.8% 13,160 $541K
Compagnie Lombard Odier SCmA 0.01% Add +1200.0% 13,000 $534K
Diligent Investors, LLC 0.13% Add +3.2% 12,981 $534K
Condor Capital Management 0.05% Reduce -3.9% 12,975 $533K
YHB Investment Advisors, Inc. 0.05% Add +21.3% 12,952 $532K
Avidian Wealth Enterprises, LLC 0.03% Reduce -18.1% 12,861 $529K
Private Portfolio Partners LLC 0.43% Reduce -9.6% 12,835 $528K
Peterson Wealth Management 0.33% Reduce -12.9% 12,826 $527K
Act Two Investors LLC 0.10% Reduce -28.5% 12,743 $524K
Trust Co. of Oklahoma 0.18% Reduce -0.9% 12,734 $523K
Lindbrook Capital, LLC 0.05% Reduce -1.9% 12,708 $522K
Interchange Capital Partners, LLC 0.19% Add +27.5% 12,676 $521K
Cornerstone Advisory, LLC 0.07% Reduce -7.3% 12,665 $521K
Bank of Hawaii 0.02% No change 12,662 $521K
Pettyjohn, Wood & White, Inc. 0.10% Add +2.4% 12,605 $518K
Shulman DeMeo Asset Management LLC 0.13% Reduce -2.0% 12,548 $516K
Guardian Capital Advisors LP 0.05% Reduce -94.2% 12,279 $515K
Modus Advisors, LLC 0.18% No change 12,442 $511K
McDonald Partners LLC 0.14% Reduce -2.3% 12,394 $510K
TruWealth Advisors, LLC 0.03% Add +0.0% 12,393 $509K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.7% 12,390 $509K
Measured Wealth Private Client Group, LLC 0.18% Add +113.1% 12,284 $505K
Soros Fund Management 0.02% No change 12,270 $504K
Talisman Wealth Advisors LLC 0.58% Add +2.2% 12,230 $503K
Private Wealth Strategies, L.L.C. 0.10% Add +0.4% 12,212 $502K
Signaturefd, LLC 0.01% Reduce -6.0% 12,179 $501K
Choate Investment Advisors 0.01% Reduce -2.4% 12,110 $498K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -3.5% 12,103 $498K
Compound Planning, Inc. 0.04% Reduce -8.5% 12,083 $497K
Key Client Fiduciary Advisors, LLC 0.25% Add +0.1% 12,082 $497K
Accurate Wealth Management, LLC 0.12% Reduce -92.3% 11,501 $495K
Savant Capital, LLC 0.00% Add +17.7% 12,025 $494K
Old North State Trust, LLC 0.43% No change 12,000 $493K
GAMMA Investing LLC 0.07% Add +534.4% 11,990 $493K
Manhattan West Asset Management, LLC 0.13% Reduce -34.3% 11,956 $492K
University of Texas/Texas Am Investment Management Co. 0.10% Reduce -12.4% 11,949 $491K
Mathes Company, Inc. 0.18% No change 11,950 $491K
First Wilshire Securities Management Inc. 0.15% No change 11,950 $491K
Grassi Investment Management 0.04% Reduce -6.2% 11,908 $490K
Braun Stacey Associates Inc. 0.02% Add +0.3% 11,920 $490K
Tempus Wealth Planning, LLC 0.20% Add +6.5% 11,918 $490K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.1% 11,862 $488K
Clay Northam Wealth Management, LLC 0.37% No change 11,817 $486K
Up Strategic Wealth Investment Advisors LLC 0.74% Reduce -1.0% 11,809 $485K
Country Trust Bank 0.01% Reduce -7.8% 11,801 $485K
Oxford Financial Group, LTD. LLC 0.03% Add +0.0% 11,779 $484K
James Investment Research, Inc. 0.06% Reduce -0.6% 11,693 $481K
Jackson Hole Capital Partners, LLC 0.11% Reduce -3.4% 11,681 $480K
Bragg Financial Advisors, Inc 0.02% Reduce -4.2% 11,661 $479K
Valley Wealth Managers, Inc. 0.04% No change 11,656 $479K
Bristlecone Advisors, LLC 0.04% Reduce -3.3% 11,615 $477K
Carr Financial Group Corp 0.15% Add +73.6% 11,599 $477K
Legacy Wealth Asset Management, LLC 0.13% No change 11,590 $476K
Wealth Advisory Solutions, LLC 0.13% Reduce -3.1% 11,566 $475K
Caldwell Sutter Capital, Inc. 0.24% No change 11,544 $475K
Zhang Financial LLC 0.03% Add +0.0% 11,542 $475K
Cumberland Partners Ltd 0.03% New 11,532 $474K
Kaydan Wealth Management, Inc. 0.17% Reduce -5.5% 11,521 $474K
RPG Investment Advisory, LLC 0.07% Reduce -6.4% 11,501 $473K
Arlington Trust Co LLC 0.11% Reduce -4.9% 11,415 $469K
Hexagon Capital Partners LLC 0.10% No change 11,321 $465K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -0.1% 11,298 $464K
Strategic Wealth Partners, Ltd. 0.05% Add +14.9% 11,277 $464K
Ahl Investment Management, Inc. 0.34% No change 11,243 $462K
Biltmore Family Office, LLC 0.09% Add +0.5% 11,225 $461K
M Holdings Securities, Inc. 0.06% New 11,205 $461K
Key Financial Inc 0.11% Add +0.5% 11,124 $457K
Means Investment Co., Inc. 0.05% Reduce -1.5% 11,107 $457K
Atticus Wealth Management, LLC 0.15% Reduce -29.9% 11,085 $456K
Pine Haven Investment Counsel, Inc 0.39% No change 11,070 $455K
Courier Capital LLC 0.04% Add +3.6% 11,069 $455K
Allen Capital Group, LLC 0.06% Reduce -1.1% 11,061 $455K
Y.D. More Investments Ltd 0.05% Add +114.1% 11,070 $454K
American State Bank (Iowa) 0.29% No change 11,020 $453K
Centric Wealth Management 0.13% Add +15.5% 10,421 $452K
KWB Wealth 0.06% No change 10,695 $450K
Northwest Wealth Management, LLC 0.12% Add +5.8% 10,934 $449K
PFG Advisors 0.03% Add +17.5% 10,907 $448K
Brave Asset Management Inc. 0.11% No change 10,846 $446K
Flputnam Investment Management Co. 0.01% Add +23.9% 10,726 $441K
Elm Partners Management LLC 0.03% Add +119.0% 10,652 $438K
Good Life Advisors, LLC 0.04% Add +1.9% 10,613 $436K
Clare Market Investments LLC 0.12% Reduce -14.2% 10,580 $435K
LifePro Asset Management 0.31% Reduce -7.3% 10,556 $434K
Exchange Capital Management, Inc. 0.07% Reduce -11.9% 10,534 $433K
Leo Wealth, LLC 0.04% Add +0.8% 10,465 $431K
Childress Capital Advisors, LLC 0.12% New 10,452 $430K
Certuity, LLC 0.03% Reduce -3.5% 10,428 $429K
Mather Group, Llc. 0.01% Add +329.4% 10,178 $429K
Prosperity Consulting Group, LLC 0.06% Reduce -12.7% 10,410 $428K
Seven Springs Wealth Group, LLC 0.17% No change 10,262 $422K
Capital CS Group, LLC 0.49% New 10,253 $422K
SpiderRock Advisors, LLC 0.01% Reduce -64.6% 10,244 $421K
Formidable Asset Management, LLC 0.07% Reduce -3.0% 10,204 $419K
USA Financial Formulas 0.07% Reduce -15.4% 10,196 $419K
Eldridge Investment Advisors, Inc. 0.11% Reduce -1.4% 10,204 $419K
Lodestone Wealth Management LLC 0.22% Reduce -1.8% 10,143 $417K
Ritholtz Wealth Management 0.01% Add +48.9% 10,138 $417K
MGB Wealth Management, LLC 0.15% Reduce -0.0% 9,777 $414K
Zurich Insurance Group Ltd 0.00% Reduce -96.3% 9,905 $414K
Aries Wealth Management 0.13% No change 10,054 $413K
WNY Asset Management, LLC 0.05% Reduce -34.8% 10,052 $413K
Select Asset Management & Trust 0.16% No change 10,035 $413K
Aviance Capital Partners, LLC 0.06% Add +99.6% 10,021 $412K
Hillcrest Wealth Advisors - NY, LLC 0.22% No change 10,000 $411K
Drexel Morgan & Co. 0.09% No change 10,000 $411K
Levin Capital Strategies, L.P. 0.04% No change 10,000 $411K
HM Payson & Co. 0.01% Add +1.9% 9,975 $410K
Modera Wealth Management, LLC 0.01% Add +1.1% 9,973 $410K
Chicago Partners Investment Group LLC 0.02% Add +44.9% 9,333 $409K
tru Independence LLC 0.12% Reduce -6.0% 9,937 $408K
KFA Private Wealth Group, LLC 0.21% Reduce -6.4% 9,915 $408K
Bedel Financial Consulting, Inc. 0.06% Add +0.1% 9,909 $407K
Elevatus Welath Management 0.15% No change 9,866 $406K
Sterling Investment Management, LLC 0.31% Reduce -13.6% 9,860 $405K
Holderness Investments Co. 0.10% Add +32.8% 9,802 $403K
STAR Financial Bank 0.31% Reduce -2.0% 9,798 $403K
Sonora Investment Management Group, LLC 0.03% No change 9,553 $402K
Amplius Wealth Advisors, LLC 0.04% Reduce -4.9% 9,723 $400K
Whittier Trust Co. of Nevada Inc. 0.01% No change 9,719 $400K
Milestone Investment Advisors LLC 0.11% Reduce -14.5% 9,701 $399K
Brown Brothers Harriman & Co. 0.00% No change 9,660 $397K
Royal Capital Wealth Management, LLC 0.30% Add +0.0% 9,598 $395K
Strategic Family Wealth Counselors, L.L.C. 0.15% Add +0.3% 9,586 $394K
KKM Financial LLC 0.19% No change 9,568 $391K
Brown Miller Wealth Management, LLC 0.16% New 9,511 $391K
Raab & Moskowitz Asset Management LLC 0.11% No change 9,500 $391K
Stonebrook Private Inc. 0.11% Add +27.9% 9,458 $389K
Cadent Capital Advisors, LLC 0.16% Reduce -6.2% 9,416 $387K
Kaizen Financial Strategies 0.24% Add +4.1% 8,821 $387K
Channel Wealth LLC 0.14% Reduce -1.1% 9,372 $385K
Analyst IMS Investment Management Services Ltd. 0.02% Add +18.1% 9,325 $383K
Rehmann Capital Advisory Group 0.03% Add +45.5% 9,294 $382K
Moneco Advisors, LLC 0.06% Reduce -7.0% 9,222 $379K
Fusion Capital, LLC 0.17% Add +0.3% 9,206 $378K
Obsidian Cio, LLC 0.09% Reduce -6.5% 9,193 $378K
Householder Group Estate & Retirement Specialist, LLC 0.11% Reduce -30.8% 9,165 $376K
Gerber, LLC 0.30% Add +0.1% 9,129 $375K
Moloney Securities Asset Management, LLC 0.05% Reduce -3.2% 9,109 $374K
Capital Advisors Inc. 0.01% Add +42.2% 9,106 $374K
Breed's Hill Capital LLC 0.33% No change 9,100 $374K
Aurora Private Wealth, Inc. 0.33% Add +1.2% 9,105 $374K
Rothschild Investment LLC 0.03% Add +14.9% 9,011 $370K
Ellevest, Inc. 0.02% No change 9,003 $370K
Creegan & Nassoura Financial Group, LLC 0.25% No change 9,000 $370K
ProVise Management Group, LLC 0.03% Reduce -6.8% 8,972 $369K
Richardson Capital Management LLC 0.28% No change 8,944 $368K
Greytown Advisors Inc. 0.22% Reduce -19.7% 8,936 $367K
SFE Investment Counsel 0.08% Reduce -6.0% 8,893 $366K
Financial Engines Advisors L.L.C. 0.00% New 8,892 $366K
NewEdge Wealth, LLC 0.01% Add +13.9% 8,875 $365K
Addison Advisors LLC 0.12% Reduce -1.8% 8,849 $364K
All Terrain Financial Advisors, LLC 0.15% Reduce -17.7% 8,833 $363K
Integral Investment Advisors, Inc. 0.13% Reduce -1.0% 8,836 $362K
OneAscent Financial Services LLC 0.05% Add +13.5% 8,804 $362K
Smith Chas P & Associates Pa Cpas 0.02% Add +0.5% 8,790 $361K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 8,790 $361K
Forum Financial Management, LP 0.01% New 8,785 $361K
Sebold Capital Management, Inc. 0.25% Reduce -13.8% 8,770 $361K
First Citizens Bank & Trust Co. 0.01% No change 8,750 $360K
Daymark Wealth Partners, LLC 0.02% Add +27.6% 8,626 $355K
Destiny Capital Corp 0.24% Reduce -4.2% 8,615 $354K
Edge Capital Group, LLC 0.02% Reduce -12.0% 8,607 $354K
BluePointe Capital Management, LLC 0.24% Reduce -7.9% 8,591 $353K
Mosaic Financial Group, LLC 0.25% Reduce -9.3% 8,538 $351K
SlateStone Wealth, LLC 0.04% No change 8,527 $351K
Agate Pass Investment Management, LLC 0.19% No change 8,526 $350K
Garden State Investment Advisory Services LLC 0.12% Add +0.4% 8,488 $349K
Diversified, LLC 0.04% Add +2.0% 8,482 $349K
Lake Street Advisors Group, LLC 0.02% No change 8,469 $348K
Legacy Capital Group California, Inc. 0.13% New 8,444 $347K
Delta Financial Group, Inc. 0.15% Add +11.6% 8,445 $347K
Coordinated Financial Services, Inc. 0.30% Add +0.1% 8,380 $345K
Centennial Bank 0.17% Reduce -2.1% 8,377 $344K
Oxinas Partners, LLC 0.23% Reduce -77.8% 8,357 $344K
Strategies Wealth Advisors, LLC 0.05% Add +15.8% 8,321 $342K
Proffitt & Goodson Inc. 0.06% Reduce -3.3% 8,305 $341K
Cowa, LLC 0.18% No change 8,300 $341K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 8,285 $341K
Pure Financial Advisors, LLC 0.01% Add +13.1% 8,275 $340K
Harmony Asset Management LLC 0.14% Reduce -1.7% 8,259 $340K
Inspire Advisors, LLC 0.04% New 8,255 $339K
One Wealth Management Investment & Advisory Services, LLC 0.13% Add +3.2% 8,195 $337K
Sage Capital Advisors,llc 0.10% Add +0.0% 8,173 $336K
SageView Advisory Group, LLC 0.02% New 8,120 $334K
Nissay Asset Management Corp. /Japan 0.00% Reduce -98.8% 8,117 $334K
Comprehensive Wealth Management, LLC 0.24% New 8,115 $334K
Empire Financial Management Company, LLC 0.11% No change 8,045 $331K
Hazlett, Burt & Watson, Inc. 0.17% Add +0.1% 7,960 $328K
Duncker Streett & Co. Inc. 0.06% Add +0.1% 7,958 $327K
Romano Brothers and Company 0.05% Reduce -2.9% 7,944 $327K
First Trust Direct Indexing L.P. 0.02% Add +22.2% 7,881 $324K
InTrack Investment Management Inc 0.23% Add +1.9% 7,878 $324K
Sound View Wealth Advisors Group, LLC 0.03% Add +2.0% 7,847 $323K
Herold Advisors, Inc. 0.07% Reduce -3.9% 7,831 $322K
Summit X, LLC 0.07% Add +18.4% 7,789 $321K
Manchester Capital Management LLC 0.04% Add +27.3% 7,763 $319K
First Heartland Consultants, Inc. 0.03% Reduce -11.5% 7,758 $319K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -11.5% 7,756 $319K
Riverview Capital Advisers, LLC 0.11% No change 7,752 $319K
Loudon Investment Management, LLC 0.19% No change 7,740 $318K
Patron Partners, LLC 0.19% Add +0.1% 7,729 $318K
Lanark Financial, Inc. 0.03% Add +1.2% 7,708 $316K
Journey Strategic Wealth LLC 0.01% New 7,664 $315K
Gradient Investments LLC 0.01% Reduce -5.9% 7,650 $314K
MSH Capital Advisors LLC 0.10% Reduce -8.1% 7,631 $314K
Gallacher Capital Management LLC 0.17% Add +0.1% 7,629 $314K
LifeSteps Financial, Inc. 0.26% Reduce -1.6% 7,623 $313K
Bourgeon Capital Management LLC 0.06% Reduce -51.6% 7,622 $313K
Baldwin Investment Management, LLC 0.04% Reduce -3.5% 7,610 $313K
Summit Trail Advisors, LLC 0.01% New 7,600 $312K
McAdam, LLC 0.02% New 7,599 $312K
Atlantic Union Bankshares Corp 0.02% No change 7,593 $312K
Investment Advisory Services Inc. /TX 0.11% Reduce -5.9% 7,570 $311K
Florida Trust Wealth Management Co 0.01% Add +1.4% 7,563 $311K
First Financial Bank - Trust Division 0.03% Add +13.4% 7,553 $311K
Firestone Capital Management 0.08% Add +11.8% 7,477 $307K
Vista Investment Management 0.12% Reduce -3.4% 7,458 $307K
Wetzel Investment Advisors, Inc. 0.18% Add +0.9% 7,274 $306K
Tyche Wealth Partners LLC 0.07% New 7,403 $304K
Mosley Wealth Management 0.26% New 7,398 $304K
Perennial Advisors, LLC 0.07% No change 7,398 $304K
Ascentis Independent Advisors 0.06% — 7,376 $303K
Liberty Wealth Management LLC 0.06% Add +0.1% 7,370 $303K
First United Bank & Trust 0.11% Reduce -1.0% 7,351 $302K
Smith Thornton Advisors LLC 0.22% — 7,328 $301K
Aspen Investment Management Inc 0.15% No change 7,333 $301K
LongView Wealth Management 0.11% Add +0.1% 7,313 $301K
Susquehanna International Group Ltd. 0.08% Reduce -73.1% 7,301 $300K
LFA - Lugano Financial Advisors SA 0.23% No change 7,300 $300K
Meridian Investment Counsel Inc. 0.09% No change 7,280 $299K
Bison Wealth, LLC 0.05% No change 7,101 $299K
Bouchey Financial Group, Ltd. 0.03% Add +7.4% 7,293 $299K
EWG Elevate Inc. 0.11% New 7,183 $295K
Southland Equity Partners LLC 0.08% No change 7,168 $295K
Carret Asset Management, LLC 0.03% Reduce -0.4% 7,166 $295K
Blue Trust, Inc. 0.00% No change 6,983 $294K
Ancora Advisors LLC 0.01% Reduce -9.0% 7,141 $294K
CRA Financial Services, LLC 0.06% Reduce -9.1% 7,121 $293K
Accredited Investors Inc. 0.02% No change 7,045 $290K
Parsons Capital Management Inc. 0.02% Reduce -4.1% 7,033 $289K
Strategic Blueprint, LLC 0.02% New 6,975 $287K
Virtu Financial LLC 0.02% Reduce -97.1% 6,959 $286K
Black Diamond Financial, LLC 0.06% No change 6,928 $285K
AAFMAA Wealth Management & Trust LLC 0.14% New 6,916 $284K
Register Financial Advisors LLC 0.14% Reduce -5.7% 6,910 $284K
Avion Wealth 0.08% Add +11.4% 6,929 $284K
Wealth Effects LLC 0.10% Reduce -21.4% 6,897 $284K
Parcion Private Wealth LLC 0.03% New 6,887 $283K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% New 6,852 $282K
Pointe Capital Management LLC 0.17% Add +0.0% 6,834 $281K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.4% 6,825 $281K
Arkos Global Advisors 0.05% Add +1.0% 6,817 $280K
Avestar Capital, LLC 0.03% Add +0.0% 6,790 $279K
Silvercrest Asset Management Group LLC 0.00% Add +0.8% 6,787 $279K
JMG Financial Group, Ltd. 0.01% Reduce -1.0% 6,765 $278K
Invst, LLC 0.03% New 6,724 $277K
Ironwood Investment Counsel, LLC 0.05% Add +0.0% 6,734 $277K
Mattern Wealth Management LLC 0.07% No change 6,726 $277K
Aull & Monroe Investment Management Corp 0.14% Add +7.7% 6,709 $276K
Pathway Financial Advisors LLC 0.07% No change 6,665 $274K
Core Wealth Partners LLC 0.19% Add +0.3% 6,658 $274K
Waller Financial Planning Group, Inc. 0.07% New 6,650 $273K
Chapin Davis, Inc. 0.09% Add +0.0% 6,635 $273K
Holland Advisory Services, Inc. 0.34% Add +3.9% 6,620 $272K
Altfest L J & Co. Inc. 0.04% No change 6,594 $271K
BNC Wealth Management, LLC 0.10% Reduce -65.9% 6,580 $271K
Meridian Financial Advisors, LLC 0.20% Add +12.4% 6,578 $270K
DLK Investment Management, LLC 0.11% Add +4.8% 6,575 $270K
High Falls Advisors, Inc 0.07% Reduce -14.7% 6,563 $270K
Clarity Capital Advisors, LLC 0.21% Add +0.4% 6,552 $269K
Clarius Group, LLC 0.02% No change 6,550 $269K
Mayflower Financial Advisors, LLC 0.04% Reduce -10.6% 6,543 $269K
American National Bank & Trust 0.03% Add +0.8% 6,543 $269K
Opinicus Capital, Inc. 0.23% Add +0.1% 6,510 $268K
Wilson & Boucher Capital Management, LLC 0.20% No change 6,500 $267K
Arcataur Capital Management LLC 0.10% Reduce -0.6% 6,496 $267K
Bluespring Wealth Management, LLC 0.03% No change 6,445 $265K
Magnolia Capital Management Ltd. 0.22% No change 6,430 $264K
Eagle Ridge Investment Management 0.02% Reduce -2.8% 6,415 $264K
Sand Hill Global Advisors, LLC 0.01% New 6,411 $264K
Atlanta Consulting Group Advisors, LLC 0.06% New 6,402 $263K
Sonata Capital Group Inc. 0.14% No change 6,400 $263K
Second Line Capital, LLC 0.08% Reduce -8.3% 6,358 $261K
Berkshire Asset Management LLC 0.01% Reduce -2.6% 6,349 $261K
Pinnacle Financial Partners Inc 0.01% Reduce -8.6% 6,335 $260K
Acorn Wealth Advisors, LLC 0.13% Add +0.2% 6,334 $260K
Main Street Financial Solutions, LLC 0.02% Add +2.5% 6,326 $260K
Victory Financial Group, LLC 0.12% Add +3.1% 6,300 $259K
Milestone Asset Management, LLC 0.06% New 6,255 $257K
Twin Capital Management Inc. 0.03% No change 6,255 $257K
AlphaStar Capital Management, LLC 0.02% Reduce -98.8% 6,250 $257K
ICA Group Wealth Management, LLC 0.15% Reduce -64.5% 6,233 $256K
Arista Wealth Management, LLC 0.07% New 6,215 $255K
Asset Management Group, Inc. 0.04% Add +0.2% 6,201 $255K
Autumn Glory Partners, LLC 0.13% Add +6.7% 6,172 $254K
Crewe Advisors LLC 0.03% Reduce -24.1% 6,156 $253K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 5,526 $253K
Faithward Advisors, LLC 0.05% Reduce -5.5% 6,072 $250K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -95.2% 6,061 $249K
Foundation Wealth Management, LLC 0.19% New 6,043 $248K
Lokken Investment Group LLC 0.12% Add +0.0% 6,032 $248K
Maxwell Wealth Strategies Inc. 0.12% No change 6,000 $247K
Confluence Wealth Services, Inc. 0.02% New 5,999 $247K
BIP Wealth, LLC 0.02% No change 5,990 $246K
Pekin Hardy Strauss, Inc. 0.03% No change 5,965 $245K
Ehrlich Financial Group 0.19% Reduce -37.9% 5,961 $245K
Atlas Brown,Inc. 0.09% New 5,958 $245K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 5,940 $244K
Warther Private Wealth, LLC 0.10% New 5,921 $243K
HCR Wealth Advisors 0.03% Add +17.0% 5,865 $241K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 5,823 $239K
Pinnacle Financial Group, LLC / IL 0.10% Reduce -7.5% 5,815 $239K
BlueSky Wealth Advisors, LLC 0.04% New 5,793 $238K
Peoples Financial Services Corp. 0.11% No change 5,775 $237K
Marion Wealth Management 0.07% No change 5,761 $237K
180 Wealth Advisors, LLC 0.04% No change 5,599 $237K
Lakeridge Wealth Management LLC 0.14% New 5,725 $235K
Pacific Center for Financial Services 0.07% Add +0.3% 5,713 $235K
Caprock Group, LLC 0.01% New 5,696 $234K
Horrell Capital Management, Inc. 0.07% No change 5,681 $234K
Schmidt P J Investment Management Inc. 0.04% New 5,681 $234K
Summit Financial Strategies, Inc. 0.03% Add +9.6% 5,672 $233K
Whalen Wealth Management Inc. 0.18% Reduce -8.8% 5,669 $233K
Dynamic Wealth Strategies, LLC 0.20% Reduce -3.1% 5,666 $233K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $233K
SilverOak Wealth Management LLC 0.06% No change 5,660 $233K
First International Bank & Trust 0.08% No change 5,649 $232K
Sapient Capital LLC 0.00% Add +6.4% 5,631 $231K
Larson Financial Group LLC 0.02% Add +178.7% 5,608 $231K
Shufro Rose & Co. LLC 0.02% No change 5,600 $230K
Arcus Capital Partners, LLC 0.09% Add +0.4% 5,579 $229K
Cape Investment Advisory, Inc. 0.10% Reduce -5.5% 5,550 $228K
Zimmermann Investment Management & Planning LLC 0.08% Add +5.0% 5,536 $228K
SignalPoint Asset Management, LLC 0.06% Add +7.4% 5,527 $227K
FSM Wealth Advisors, LLC 0.08% No change 5,515 $227K
Pictet North America Advisors SA 0.02% No change 5,467 $225K
Verus Capital Partners, LLC 0.02% Add +10.2% 5,462 $225K
Embree Financial Group 0.04% New 5,454 $224K
Retirement Income Solutions, Inc. 0.05% No change 5,437 $224K
FWG Holdings, LLC 0.11% No change 5,177 $224K
Round Rock Advisors LLC 0.05% Reduce -3.3% 5,434 $223K
Wealth Architects, LLC 0.03% Reduce -4.4% 5,405 $222K
Athena Investment Management 0.13% No change 5,400 $222K
Wealth Alliance Advisory Group, LLC 0.05% Add +0.0% 5,394 $222K
Arlington Capital Management, Inc. 0.19% New 5,377 $221K
FinTrust Capital Advisors, LLC 0.04% No change 5,361 $220K
Clearwater Capital Advisors, LLC 0.02% No change 5,322 $219K
Dopkins Wealth Management, LLC 0.13% No change 5,305 $218K
Allred Capital Management, LLC 0.08% Add +6.3% 5,286 $217K
Continuum Advisory, LLC 0.03% Reduce -24.4% 5,275 $217K
Narwhal Capital Management 0.02% No change 5,250 $216K
Precedent Wealth Partners, LLC 0.09% No change 5,244 $216K
Gradient Capital Advisors, LLC 0.08% No change 5,197 $214K
Winthrop Advisory Group LLC 0.03% Add +0.7% 5,197 $214K
Composition Wealth, LLC 0.01% New 5,144 $211K
IPG Investment Advisors LLC 0.05% Reduce -70.9% 5,143 $211K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -10.1% 5,135 $211K
First National Corp. /Ma/ 0.05% New 5,133 $211K
Farmers & Merchants Investments Inc. 0.01% Reduce -1.6% 5,133 $211K
Sterling Investment Counsel, LLC 0.08% Reduce -2.3% 5,089 $209K
Claret Asset Management Corp 0.04% Reduce -7.7% 5,095 $209K
Myecfo, LLC 0.12% No change 5,055 $208K
Avalon Capital Management 0.07% New 5,050 $208K
Grove Bank & Trust 0.03% No change 5,046 $207K
Trivium Point Advisory, LLC 0.03% New 5,046 $207K
Naples Money Management LLC 0.18% Add +0.7% 5,009 $206K
CSS LLC 0.04% Reduce -87.2% 5,000 $206K
First National Bank of Mount Dora, Trust Investment Services 0.05% Reduce -6.0% 4,998 $205K
Pinnacle Bancorp, Inc. 0.06% Add +43.0% 4,986 $205K
Gray Private Wealth, LLC 0.13% Add +0.2% 4,931 $203K
Patrick M Sweeney & Associates, Inc. 0.16% No change 4,924 $202K
Kapstone Financial Advisors LLC 0.13% Reduce -13.7% 4,924 $202K
Wolff Wiese Magana LLC 0.16% Reduce -8.6% 4,805 $198K
Resources Management Corp. /CT/ 0.03% No change 4,703 $193K
Cedar Wealth Management, LLC 0.06% Reduce -18.6% 4,605 $189K
Optimum Investment Advisors 0.08% Reduce -13.7% 4,573 $188K
Integrity Financial Corp 0.12% Add +6.9% 4,496 $185K
Sage Mountain Advisors LLC 0.02% Add +7.0% 4,388 $180K
Cornerstone Advisors, LLC 0.01% Reduce -97.5% 4,300 $177K
Advisors Preferred, LLC 0.03% Reduce -99.7% 4,239 $175K
Coppell Advisory Solutions LLC 0.03% — 4,205 $173K
Vestor Capital, LLC 0.01% No change 4,078 $168K
Beaird Harris Wealth Management, LLC 0.02% No change 4,063 $167K
VitalStone Financial, LLC 0.12% Add +615.2% 4,048 $166K
Tortoise Investment Management, LLC 0.02% Add +37.7% 4,042 $166K
Cassady Schiller Wealth Management, LLC 0.07% Add +300.3% 4,015 $165K
Garde Capital, Inc. 0.01% Add +4.0% 3,911 $161K
Bollard Group LLC 0.00% Add +0.3% 3,925 $161K
Family Firm, Inc. 0.04% New 3,866 $159K
Gables Capital Management Inc. 0.08% Reduce -2.6% 3,700 $152K
First Command Advisory Services, Inc. 0.00% No change 3,672 $151K
Chesapeake Asset Management LLC 0.14% No change 3,660 $150K
RFP Financial Group LLC 0.06% New 3,627 $149K
West Oak Capital, LLC 0.06% No change 3,612 $148K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -12.1% 3,605 $148K
Sunbelt Securities, Inc. 0.01% Add +7.1% 3,541 $146K
Point72 (DIFC) Ltd 0.01% Reduce -45.9% 3,406 $140K
Byrne Asset Management LLC 0.12% Add +0.6% 3,395 $139K
Johnson Financial Group, Inc. 0.01% Reduce -61.1% 3,345 $138K
Bangor Savings Bank 0.01% Add +83.4% 3,333 $137K
Carolinas Wealth Consulting LLC 0.03% Add +2.1% 3,300 $136K
Harbor Capital Advisors, Inc. 0.01% Add +49.9% 3,162 $130K
Blue Bell Private Wealth Management, LLC 0.03% No change 3,136 $129K
Arax Advisory Partners 0.01% Add +106.6% 3,039 $125K
Provident Wealth Management, LLC 0.05% New 3,000 $123K
Nvwm, LLC 0.03% No change 3,000 $123K
Community Bank, N.A. 0.02% Reduce -3.1% 2,980 $123K
Princeton Global Asset Management LLC 0.03% Add +0.1% 2,967 $122K
Harbor Investment Advisory, LLC 0.01% Add +2.8% 2,927 $120K
Global Wealth Strategies & Associates 0.04% Reduce -35.8% 2,909 $120K
Colonial Trust Co / SC 0.02% No change 2,850 $117K
Dunhill Financial, LLC 0.07% No change 2,700 $111K
United Community Bank 0.04% No change 2,639 $108K
Hartford Financial Management Inc. 0.02% Reduce -7.5% 2,600 $107K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -5.8% 2,526 $104K
Orion Capital Management LLC 0.05% No change 2,500 $103K
Rice Partnership, LLC 0.02% No change 2,500 $103K
McIlrath & Eck, LLC 0.02% Add +0.0% 2,483 $102K
Farther Finance Advisors, LLC 0.00% Add +74.8% 2,473 $102K
Bogart Wealth, LLC 0.01% Reduce -11.1% 2,425 $100K
St Germain D J Co. Inc. 0.00% Reduce -0.4% 2,413 $99K
Winthrop Capital Management, LLC 0.05% Add +31.1% 2,405 $99K
Perkins Coie Trust Co 0.02% No change 2,407 $99K
Barrett & Company, Inc. 0.04% Reduce -14.3% 2,403 $99K
NorthRock Partners, LLC 0.00% Reduce -12.6% 2,398 $99K
LRI Investments, LLC 0.01% No change 2,364 $97K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $95K
Scarborough Advisors, LLC 0.04% Reduce -19.5% 2,276 $94K
Beacon Capital Management, LLC 0.02% Reduce -15.4% 2,260 $93K
Independence Bank of Kentucky 0.02% Add +16.0% 2,179 $90K
Providence Capital Advisors, LLC 0.02% Add +9.1% 2,151 $88K
Compass Wealth Management LLC 0.02% No change 2,150 $88K
Nemes Rush Group LLC 0.01% No change 2,096 $86K
Hanson & Doremus Investment Management 0.01% No change 2,088 $86K
Investors Research Corp 0.02% Add +4.8% 2,086 $86K
Fairscale Capital, LLC 0.07% — 1,922 $84K
FAS Wealth Partners, Inc. 0.01% Add +0.4% 2,030 $83K
Angeles Wealth Management, LLC 0.01% Reduce -4.0% 2,013 $83K
Missouri Trust & Investment Co 0.03% No change 1,980 $81K
Elevation Wealth Partners, LLC 0.04% Add +0.4% 1,955 $80K
Clear Point Advisors Inc. 0.07% No change 1,948 $80K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $80K
New Republic Capital, LLC 0.04% Add +16.1% 1,874 $77K
Winch Advisory Services, LLC 0.02% Add +0.4% 1,865 $77K
Park Place Capital Corp 0.02% Reduce -27.9% 1,860 $76K
Fairfield Financial Advisors, LTD 0.02% — 1,767 $73K
Syntax Research, Inc. 0.06% No change 1,737 $71K
Versant Capital Management, Inc 0.02% New 1,707 $70K
MeadowBrook Investment Advisors LLC 0.07% No change 1,705 $70K
Plante Moran Financial Advisors, LLC 0.01% Reduce -72.7% 1,684 $69K
Financial Perspectives, Inc 0.03% No change 1,681 $69K
Quent Capital, LLC 0.01% No change 1,661 $68K
Planning Capital Management Corp 0.05% No change 1,649 $68K
Indiana Trust & Investment Management Co 0.02% Reduce -27.6% 1,625 $67K
Strategic Financial Concepts, LLC 0.04% Add +3934.1% 554,412 $66K
Davis Capital Management 0.06% Reduce -1.8% 1,602 $66K
HHM Wealth Advisors, LLC 0.01% Add +11.5% 1,595 $66K
Wellington Shields & Co., LLC 0.02% No change 1,502 $62K
Legacy Bridge, LLC 0.04% Reduce -25.2% 1,485 $61K
Banque Cantonale Vaudoise 0.00% Reduce -87.5% 1,493 $61K
Covestor Ltd 0.04% Add +19.7% 1,465 $60K
First Personal Financial Services 0.01% Reduce -14.8% 1,444 $59K
Dagco, Inc. 0.03% No change 1,440 $59K
Coston, McIsaac & Partners 0.02% No change 1,452 $59K
BOK Financial Private Wealth, Inc. 0.00% No change 1,400 $58K
Private Capital Management LLC 0.01% Reduce -0.7% 1,385 $57K
New Millennium Group LLC 0.04% Reduce -98.9% 1,374 $56K
TruNorth Capital Management, LLC 0.02% No change 1,361 $56K
Frazier Financial Advisors, LLC 0.04% Add +10.3% 1,346 $55K
Old Second National Bank of Aurora 0.01% Reduce -8.2% 1,338 $55K
Founders Capital Management 0.04% Add +40.3% 1,324 $54K
Tompkins Financial Corp. 0.01% Reduce -16.8% 1,301 $53K
Bare Financial Services, Inc 0.03% No change 1,217 $53K
CGC Financial Services, LLC 0.02% No change 1,280 $53K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,250 $51K
Caitlin John, LLC 0.04% Add +1265.6% 1,229 $51K
Capital Analysts, LLC 0.00% Reduce -3.7% 1,217 $50K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -27.0% 1,206 $50K
SYM FINANCIAL Corp 0.01% No change 1,183 $49K
Gilliland Jeter Wealth Management LLC 0.02% Add +13.3% 1,143 $47K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,139 $47K
Olistico Wealth, LLC 0.03% New 1,132 $47K
Valley National Advisers Inc. 0.01% No change 1,138 $46K
Janiczek Wealth Management, LLC 0.01% No change 1,110 $46K
Private Ocean, LLC 0.00% No change 1,084 $45K
Tidemark, LLC 0.02% Reduce -78.1% 1,038 $43K
Ransom Advisory, Ltd 0.02% Add +41.4% 1,025 $42K
Wagner Wealth Management, LLC 0.01% Add +0.4% 1,017 $42K
Sittner & Nelson, LLC 0.02% New 1,014 $42K
WFA Asset Management Corp 0.02% Add +0.4% 1,005 $41K
Bellevue Asset Management, LLC 0.02% No change 1,000 $41K
Financial Management Professionals, Inc. 0.01% Reduce -63.9% 998 $41K
First Community Trust NA 0.03% No change 989 $41K
Armor Investment Advisors, LLC 0.02% No change 978 $40K
Trust Co. of Vermont 0.00% No change 975 $40K
Briaud Financial Planning Inc 0.02% No change 983 $40K
Oakworth Capital, Inc. 0.00% Reduce -0.9% 897 $37K
Field & Main Bank 0.01% Add +368.4% 890 $37K
Asset Dedication, LLC 0.00% Add +470.8% 879 $36K
Archer Investment Corp 0.01% Reduce -22.4% 864 $36K
Annapolis Financial Services, LLC 0.01% No change 855 $35K
Russell Investments Group, Ltd. 0.00% Add +6.7% 801 $33K
Legacies Wealth LLC 0.03% No change 800 $33K
Highline Wealth Partners LLC 0.01% Add +9.8% 799 $33K
Evermay Wealth Management LLC 0.01% No change 790 $32K
Tradewinds Capital Management, LLC 0.01% Reduce -99.9% 778 $32K
Redwood Wealth Management Group, LLC 0.02% New 750 $31K
Bell Investment Advisors, Inc 0.01% No change 748 $31K
Center for Financial Planning, Inc. 0.00% No change 725 $30K
RE Dickinson Investment Advisors, LLC 0.02% No change 700 $29K
Baldwin Wealth Partners LLC 0.00% Add +16.7% 700 $29K
Financial Network Wealth Advisors LLC 0.02% New 687 $28K
Smartleaf Asset Management LLC 0.00% New 681 $28K
Capital Investment Counsel, Inc 0.00% Reduce -13.3% 650 $27K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -3.1% 616 $25K
Northwest Capital Management Inc 0.01% No change 610 $25K
Concord Wealth Partners 0.00% No change 603 $25K
West Paces Advisors Inc. 0.01% No change 600 $25K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -79.6% 587 $24K
Front Row Advisors LLC 0.01% No change 565 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +22.5% 523 $22K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 522 $21K
Pacifica Partners Inc. 0.01% No change 495 $21K
Boyd Watterson Asset Management LLC 0.01% No change 500 $21K
ORG Partners LLC 0.00% New 488 $20K
Hobbs Group Advisors, LLC 0.01% — 480 $20K
Investment Research & Advisory Group, Inc. 0.01% No change 476 $20K
Clearstead Trust, LLC 0.00% No change 465 $19K
Godsey & Gibb, Inc. 0.00% Reduce -17.7% 464 $19K
Abich Financial Wealth Management LLC 0.01% No change 450 $19K
Colonial Trust Advisors 0.00% No change 438 $18K
First PREMIER Bank 0.00% Reduce -6.5% 442 $18K
SJS Investment Consulting Inc. 0.00% Reduce -3.4% 424 $17K
Mascoma Wealth Management LLC 0.00% No change 422 $17K
Rosenberg Matthew Hamilton 0.01% Reduce -33.2% 407 $17K
Cypress Capital, LLC 0.00% New 400 $16K
Security National Bank 0.00% New 400 $16K
TD Capital Management LLC 0.00% Reduce -23.8% 400 $16K
Matrix Private Capital Group LLC 0.01% No change 390 $16K
REAP Financial Group, LLC 0.00% Reduce -2.9% 375 $15K
Van Den Berg Management I, Inc. 0.00% No change 318 $13K
Kiely Wealth Advisory Group, Inc. 0.01% No change 300 $13K
Opal Wealth Advisors, LLC 0.00% New 296 $12K
Abound Wealth Management 0.00% No change 292 $12K
Strengthening Families & Communities, LLC 0.00% Add +0.7% 286 $12K
LGT Financial Advisors LLC 0.03% Reduce -83.6% 290 $12K
Advisor Resource Council 0.01% Reduce -66.0% 13,678 $10K
Private Wealth Management Group, LLC 0.00% No change 250 $10K
JNBA Financial Advisors 0.00% Add +4.9% 235 $10K
CBIZ Investment Advisory Services, LLC 0.00% New 234 $10K
Capstone Investment Advisors, LLC 0.00% New 227 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 221 $9K
Triad Wealth Partners, LLC 0.00% New 220 $9K
Eukles Asset Management 0.00% No change 219 $9K
WR Wealth Planners, LLC 0.00% No change 209 $9K
Great Lakes Retirement, Inc. 0.00% New 205 $8K
Cornerstone Planning Group LLC 0.00% Add +12.8% 202 $8K
Rakuten Securities, Inc. 0.00% Add +1278.6% 193 $8K
American Capital Advisory, LLC 0.01% Reduce -40.7% 198 $7K
Lowe Wealth Advisors, LLC 0.00% No change 180 $7K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 179 $7K
Balentine LLC 0.00% No change 170 $7K
Tower View Wealth Management LLC 0.00% No change 151 $6K
Delta Asset Management LLC 0.00% No change 151 $6K
Pin Oak Investment Advisors Inc. 0.01% Add +25.0% 150 $6K
Your Advocates Ltd., LLP 0.00% Add +17.1% 144 $6K
Pittenger & Anderson Inc. 0.00% No change 140 $6K
Atwood & Palmer Inc. 0.00% New 137 $6K
Costello Asset Management, INC 0.00% No change 127 $5K
Castleview Partners, LLC 0.00% Reduce -98.5% 116 $5K
M&R Capital Management Inc. 0.00% No change 114 $5K
City State Bank 0.00% Reduce -50.0% 100 $4K
Estabrook Capital Management 0.00% No change 100 $4K
Daiwa Securities Group Inc. 0.00% New 107 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -89.1% 97 $4K
Pathway Financial Advisers, LLC 0.00% Add +1.1% 94 $4K
Dogwood Wealth Management LLC 0.00% New 82 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 75 $3K
Creekmur Asset Management LLC 0.00% New 72 $3K
Citizens National Bank Trust Department 0.00% No change 60 $2K
IFS Advisors, LLC 0.00% No change 60 $2K
SYSTM Wealth Solutions LLC 0.00% Add +1.9% 53 $2K
Balefire, LLC 0.00% No change 50 $2K
Centerpoint Advisors, LLC 0.00% No change 50 $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
Hantz Financial Services, Inc. 0.00% New 19 $1K
Transcendent Capital Group LLC 0.00% New 15 $617
HWG Holdings LP 0.00% — 14 $576
Redmont Wealth Advisors LLC 0.00% No change 10 $414
Albion Financial Group 0.00% No change 10 $412
Paloma Partners Management Co 0.00% Reduce -99.9% 10 $411
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $288
Aspire Private Capital, LLC 0.00% No change 3 $139
Thompson Investment Management, Inc. 0.00% No change 2 $82
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 1 $41
Parallax Volatility Advisers, L.P. 0.00% No change 1 $41
PrairieView Partners, LLC 0.00% No change 15 $0

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