SS Financial Select SectorXLFETF

13F holders, Q3 2024 (September 30)
1,587holders +90
168new positions
78sold out
10famous investors
$45.29avg. 13F price*

At the end of Q3 2024, 1,587 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 90 from Q2 2024. 168 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($6.1B), Bank of America Corp. ($3.3B) and Morgan Stanley ($1.7B). 10 famous investors held it, including George Soros (3.6% of Soros Fund Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.3% of Millennium Management's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions168$775.2M
Exits78$662.5M

All 13F filers, Q2 2024 → Q3 2024: 78,476,327 shares bought and 76,684,003 shares sold, net +1,792,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,587 holders

JPMorgan Chase & Co. 0.49% Reduce -12.1% 134,517,139 $6.1B
Bank of America Corp. 0.29% Add +1.1% 73,059,144 $3.3B
Morgan Stanley 0.12% Reduce -3.9% 37,468,219 $1.7B
Wells Fargo & Company 0.19% Add +26.6% 17,602,154 $797.7M
Envestnet Asset Management Inc. 0.25% Add +58.0% 17,063,862 $773.3M
Barclays PLC 0.32% Reduce -38.1% 15,836,576 $717.7M
LPL Financial LLC 0.30% Add +9.1% 15,035,281 $681.4M
UBS Group AG 0.16% Add +0.0% 12,952,201 $587.0M
Phoenix Financial Ltd. 8.11% Add +0.2% 12,109,312 $548.8M
Goldman Sachs Group Inc. 0.10% Add +20.7% 11,637,382 $527.4M
Canada Pension Plan Investment Board 0.47% No change 11,000,000 $498.5M
Raymond James & Associates 0.29% Add +29.7% 10,603,914 $480.6M
CHURCHILL MANAGEMENT Corp 5.38% Add +18.2% 10,343,344 $468.8M
Harel Insurance Investments & Financial Services Ltd. 8.07% Add +6.6% 10,328,231 $468.1M
Ameriprise Financial Inc. 0.12% Reduce -0.9% 10,085,791 $457.7M
PGIM Custom Harvest LLC 7.95% Add +5.4% 8,666,906 $392.8M
Clal Insurance Enterprises Holdings Ltd 3.33% No change 8,311,000 $376.7M
Truist Financial Corp. 0.57% Add +37.4% 7,980,573 $361.7M
Janney Montgomery Scott LLC 0.97% Add +44.0% 7,624,892 $345.6M
Meitav Investment House Ltd. 5.63% Reduce -10.2% 7,417,854 $336.2M
Royal Bank of Canada 0.07% Reduce -32.5% 6,936,752 $314.4M
Millennium Management 0.28% Add +144.8% 6,840,557 $310.0M
WestEnd Advisors, LLC 7.20% Add +49.8% 6,478,315 $293.6M
Adventist Health System Sunbelt Healthcare Corp. 11.27% Add +15.4% 6,000,000 $271.9M
D. E. Shaw & Co. 0.35% Add +84.3% 5,465,000 $247.7M
Citigroup Inc. 0.19% Reduce -15.3% 4,431,576 $200.8M
BNP Paribas Financial Markets 0.19% Reduce -16.6% 4,381,836 $198.6M
Auto-Owners Insurance Co 4.66% No change 4,197,400 $190.2M
TD Asset Management Inc 0.17% Add +0.0% 4,179,902 $188.7M
MKP Capital Management, L.L.C. 16.02% New 3,867,000 $175.3M
FMR LLC 0.01% Reduce -0.1% 3,743,905 $169.7M
Banco Bilbao Vizcaya Argentaria, S.A. 1.70% Reduce -51.1% 3,757,801 $169.6M
National Bank of Canada 0.23% Add +44.9% 3,730,070 $169.0M
Public Sector Pension Investment Board 0.75% Add +23.2% 3,080,000 $139.6M
Agf Management Ltd. 0.70% Add +21.2% 3,029,730 $137.3M
Susquehanna International Group, LLP 0.23% Reduce -27.0% 2,944,876 $133.5M
CW Advisors, LLC 1.76% Reduce -1.0% 2,912,582 $132.0M
Soros Fund Management 3.58% Add +22719.9% 2,800,000 $126.9M
Raymond James Financial Services Advisors, Inc. 0.17% Add +0.4% 2,790,631 $126.5M
Manufacturers Life Insurance Company, The 0.11% Add +77.2% 2,635,073 $119.4M
State Street Corp. 0.00% Add +17.9% 2,451,487 $111.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% Add +241218500.0% 2,412,186 $108.9M
MML Investors Services, LLC 0.36% Add +99.4% 2,201,949 $99.8M
HighTower Advisors, LLC 0.14% Add +1.8% 2,107,952 $95.5M
Stifel Financial Corp. 0.10% Add +7.8% 2,086,215 $94.5M
Victory Capital Management Inc. 0.09% Add +51.2% 2,060,291 $93.4M
Twin Tree Management, LP 2.14% Add +23.0% 2,034,824 $92.2M
Capital Investment Advisors, LLC 1.86% Add +1.6% 1,996,380 $90.5M
BlackRock, Inc. 0.00% — 1,935,453 $87.7M
Migdal Insurance & Financial Holdings Ltd. 1.41% Reduce -47.7% 1,921,651 $87.1M
Northern Trust Corp. 0.01% Reduce -3.5% 1,905,438 $86.4M
Squarepoint Ops LLC 0.27% New 1,785,381 $80.9M
Itau Unibanco Holding S.A. 2.64% New 1,765,299 $80.0M
Petredis Investment Advisors LLC 8.22% Add +2.9% 1,705,435 $77.3M
Osaic Holdings, Inc. 0.17% Reduce -10.1% 1,641,730 $74.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6.09% Reduce -8.4% 1,618,022 $73.3M
Signature Estate & Investment Advisors LLC 1.61% Add +8.6% 1,536,726 $69.6M
Toronto Dominion Bank 0.12% Reduce -5.5% 1,531,458 $69.4M
Cetera Investment Advisers 0.15% Add +14.2% 1,511,531 $68.5M
Advisory Alpha, LLC 2.43% Add +9.6% 1,509,919 $68.4M
J.Safra Asset Management Corp 6.30% Add +2.0% 1,469,466 $66.3M
Swan Global Investments, LLC 3.18% Reduce -10.1% 1,453,497 $65.9M
Commonwealth Equity Services, LLC 0.10% Add +2.3% 1,440,054 $65.3M
PNC Financial Services Group, Inc. 0.04% Add +4.7% 1,328,695 $60.2M
Richard Bernstein Advisors LLC 1.27% Reduce -2.9% 1,305,154 $59.1M
Vestor Capital, LLC 4.53% Add +31072.5% 1,271,215 $57.6M
Rockefeller Capital Management L.P. 0.15% Reduce -5.4% 1,240,068 $56.2M
1832 Asset Management L.P. 0.09% Add +307.0% 1,167,574 $52.9M
Capital Fund Management S.A. 0.59% New 1,163,958 $52.8M
Assetmark, Inc. 0.15% Add +35.1% 1,146,560 $52.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6.91% Reduce -15.1% 1,111,600 $50.4M
US Bancorp \de 0.06% Reduce -8.4% 1,104,640 $50.1M
Private Advisor Group, LLC 0.30% Add +4.5% 1,074,304 $48.7M
Gerber Kawasaki Wealth & Investment Management 2.09% Add +3.3% 1,003,906 $45.5M
Healthcare of Ontario Pension Plan Trust Fund 0.11% No change 999,000 $45.3M
Thrivent Financial for Lutherans 0.09% Add +11.7% 991,441 $44.9M
Citadel Advisors 0.05% Add +90.3% 990,350 $44.9M
Maven Securities LTD 4.72% Reduce -9.4% 921,750 $41.8M
Paloma Partners Management Co 2.87% Add +9138220.0% 913,832 $41.4M
Cambridge Investment Research Advisors, Inc. 0.14% Add +0.2% 888,439 $40.3M
KCM Investment Advisors LLC 1.36% Add +0.6% 877,613 $39.8M
Yelin Lapidot Holdings Management Ltd. 6.20% Reduce -1.1% 831,290 $37.7M
GTS Securities LLC 0.76% Add +237.3% 829,902 $37.6M
Foundations Investment Advisors, LLC 0.76% Reduce -30.3% 799,682 $36.2M
Dakota Wealth Management 0.82% Add +11.8% 799,129 $36.2M
Armstrong Advisory Group, Inc. 2.97% Reduce -21.4% 791,413 $35.9M
Invictus Private Wealth, LLC 2.80% Add +2.4% 779,280 $35.3M
Alps Advisors Inc. 0.24% Add +0.1% 775,274 $35.1M
HSBC Holdings PLC 0.02% Add +160.8% 775,375 $35.0M
Cwm, LLC 0.15% Reduce -24.0% 754,575 $34.2M
Campbell Wealth Management 3.02% Add +1.4% 748,015 $33.9M
Spire Wealth Management 1.11% Reduce -4.7% 725,195 $32.9M
Full Sail Capital, LLC 2.09% Add +2.2% 719,382 $32.6M
Fullerton Fund Management Co Ltd. 1.35% New 706,308 $32.0M
Qube Research & Technologies Ltd 0.06% Reduce -27.7% 699,546 $31.7M
Lido Advisors, LLC 0.24% Reduce -3.0% 696,804 $31.6M
NSI Retail Advisors, LLC 4.65% No change 688,900 $31.2M
CSM Advisors, LLC 2.04% No change 688,900 $31.2M
Bellwether Advisors, LLC 5.99% Add +59.0% 687,907 $31.2M
Tiff Advisory Services, LLC 10.33% No change 685,770 $31.1M
Royal Fund Management, LLC 2.19% New 682,790 $30.9M
One River Asset Management, LLC 33.61% Add +539.6% 660,710 $29.8M
Tradewinds Capital Management, LLC 7.97% Add +84442.2% 657,738 $29.8M
Trek Financial, LLC 2.21% Reduce -3.7% 651,204 $29.5M
Bank of Montreal 0.01% Reduce -35.7% 647,898 $29.3M
Affinity Wealth Management LLC 5.09% New 632,573 $28.7M
Fifth Third Bancorp 0.10% Reduce -1.2% 609,894 $27.6M
Peapack Gladstone Financial Corp. 0.40% Reduce -0.7% 605,355 $27.4M
Hudson Bay Capital Management LP 0.22% Add +20.0% 600,000 $27.2M
Cresset Asset Management, LLC 0.11% Add +2.2% 598,048 $27.1M
AlphaStar Capital Management, LLC 2.10% Add +9248.7% 584,291 $26.5M
Park Avenue Securities LLC 0.29% Add +39.9% 576,536 $26.1M
Graypoint LLC 1.68% Reduce -2.6% 576,423 $26.1M
Corient Private Wealth LP 0.04% Reduce -7.5% 560,845 $25.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.13% Reduce -8.7% 537,641 $24.4M
Balyasny Asset Management L.P. 0.06% Add +378.8% 535,908 $24.3M
Prudential Financial Inc. 0.03% Add +29.4% 533,175 $24.2M
Equitable Holdings, Inc. 0.23% Add +13.8% 529,972 $24.0M
Mariner, LLC 0.04% Reduce -33.0% 511,046 $23.2M
Prudent Investors Network, Inc. 7.09% Add +61.5% 509,851 $23.1M
Evolution Wealth Advisors, LLC 4.13% Reduce -0.7% 504,623 $22.9M
Sanctuary Advisors, LLC 0.14% Add +56.0% 435,867 $22.1M
Blair William & Co. 0.06% Reduce -1.6% 479,164 $21.7M
IMZ Advisory Inc 10.04% Reduce -2.2% 475,584 $21.7M
Baird Financial Group, Inc. 0.04% Add +5.5% 475,627 $21.6M
Mizuho Bank, Ltd. 4.20% No change 470,000 $21.3M
Atria Wealth Solutions, Inc. 0.23% Add +11.7% 463,350 $21.0M
Vontobel Holding Ltd. 0.07% Add +3.4% 458,942 $20.8M
Flaharty Asset Management, LLC 2.85% New 447,142 $20.3M
Tudor Investment Corporation 0.22% New 442,173 $20.0M
Envestnet Portfolio Solutions, Inc. 0.06% Add +190.2% 438,997 $19.9M
Kestra Advisory Services, LLC 0.11% Reduce -8.6% 437,691 $19.8M
Focused Wealth Management, Inc 2.67% Add +1.6% 437,399 $19.8M
Wharton Business Group, LLC 0.87% Reduce -0.3% 429,698 $19.5M
Integrated Wealth Concepts LLC 0.24% Reduce -0.8% 429,614 $19.5M
Bar Harbor Wealth Management 1.23% Add +0.2% 425,248 $19.3M
Krilogy Financial LLC 1.30% Add +15.1% 418,280 $19.0M
McKinley Carter Wealth Services, Inc. 1.13% Add +0.1% 411,456 $18.6M
Lakeshore Financial Planning, Inc. 8.16% Add +1.2% 408,803 $18.5M
Pathstone Holdings, LLC 0.08% Reduce -0.3% 408,348 $18.5M
Tocqueville Asset Management L.P. 0.29% No change 407,125 $18.5M
Virtu Financial LLC 1.00% Add +5664.5% 401,149 $18.2M
Creative Planning 0.02% Add +3.4% 393,441 $17.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% New 391,926 $17.8M
WCG Wealth Advisors LLC 1.20% Reduce -3.1% 391,089 $17.7M
NewEdge Advisors, LLC 0.11% Add +23.0% 390,187 $17.7M
Quadrature Capital Ltd 0.40% New 388,520 $17.6M
Teamwork Financial Advisors, LLC 2.43% Add +19.5% 386,280 $17.5M
Asset Advisors Investment Management, LLC 1.81% Add +7.7% 383,291 $17.4M
Walleye Capital LLC 0.19% New 358,189 $16.2M
Citizens Financial Group Inc. 0.32% Add +21.6% 353,889 $16.0M
Atlas Private Wealth Advisors 2.30% Add +11.8% 350,222 $15.9M
Comerica Bank 0.06% Add +22.4% 347,758 $15.8M
Mgo One Seven LLC 0.68% Reduce -7.9% 345,026 $15.6M
SPX Gestao de Recursos Ltda 2.08% Add +17.3% 344,320 $15.6M
Robertson Stephens Wealth Management, LLC 0.57% Add +335.8% 341,694 $15.5M
Schonfeld Strategic Advisors LLC 0.13% Add +141.6% 341,491 $15.5M
Camarda Financial Advisors, LLC 5.72% Add +2.1% 336,805 $15.3M
WBH Advisory Inc. 1.44% Add +24.6% 336,086 $15.2M
Onyx Bridge Wealth Group LLC 2.26% Add +5.4% 330,302 $15.0M
Old National Bancorp 0.34% Reduce -6.7% 324,371 $14.7M
DAVENPORT & Co LLC 0.09% Add +43.1% 324,117 $14.7M
Avantax Advisory Services, Inc. 0.09% Reduce -38.4% 316,888 $14.4M
Concentric Capital Strategies, LP 0.91% New 316,730 $14.4M
Fifth Third Securities, Inc. 1.36% Reduce -7.9% 316,678 $14.4M
Merit Financial Group, LLC 0.32% Add +0.7% 316,162 $14.3M
Captrust Financial Advisors 0.04% Add +7.5% 315,874 $14.3M
Spinnaker Trust 0.88% Reduce -0.1% 313,402 $14.2M
Carnegie Investment Counsel 0.41% Add +0.1% 310,624 $14.1M
FIL Ltd 0.01% Add +165.3% 309,049 $14.0M
MMBG Investment Advisors Co. 1.45% Add +1.0% 306,668 $13.9M
Bank Hapoalim BM 2.18% Add +15.0% 303,016 $13.7M
Focus Partners Wealth 0.04% Reduce -22.2% 297,284 $13.5M
Stillwater Capital Advisors, LLC 1.71% Add +2.6% 292,784 $13.3M
Point72 Asset Management 0.05% Add +143.9% 289,218 $13.1M
Greenwood Gearhart LLC 1.08% New 286,991 $13.0M
Ayalon Insurance Comp Ltd. 3.94% Reduce -0.2% 279,498 $12.7M
Innealta Capital, LLC 5.16% Add +10.3% 279,107 $12.6M
Aspiriant, LLC 0.48% No change 279,046 $12.6M
Chesley Taft & Associates LLC 0.60% Reduce -0.3% 277,884 $12.6M
Leuthold Group, LLC 1.38% Add +6.2% 274,892 $12.5M
Forbes J M & Co. LLP 1.21% No change 272,965 $12.4M
Nissay Asset Management Corp. /Japan 0.08% Add +3262.8% 272,959 $12.4M
New Harbor Financial Group, LLC 3.54% New 271,943 $12.3M
Frisch Financial Group, Inc. 3.70% Reduce -1.8% 271,578 $12.3M
Castleark Management LLC 0.50% Add +67.2% 271,290 $12.3M
Centaurus Financial, Inc. 0.76% Reduce -9.6% 264,285 $12.0M
IHT Wealth Management, LLC 0.33% Add +66.5% 259,116 $11.7M
Westwood Holdings Group Inc. 0.09% New 257,785 $11.7M
Salomon & Ludwin, LLC 1.19% Reduce -9.1% 256,847 $11.7M
Atlas Capital Advisors Inc. 1.78% Reduce -4.0% 256,354 $11.6M
Gladstone Institutional Advisory LLC 0.56% Add +11.9% 254,426 $11.5M
Mercer Global Advisors Inc. 0.03% Add +2.1% 255,187 $11.5M
EP Wealth Advisors, LLC 0.10% Add +6.3% 251,586 $11.4M
SG Americas Securities, LLC 0.04% Add +74.5% 251,086 $11.4M
Schroder Investment Management Group 0.01% New 250,000 $11.3M
Steward Partners Investment Advisory, LLC 0.10% Add +19.1% 248,584 $11.3M
Systematic Alpha Investments, LLC 0.41% No change 248,410 $11.3M
Oppenheimer & Co. Inc. 0.17% Add +3.0% 245,901 $11.1M
Ameraudi Asset Management, Inc. 5.06% Reduce -1.4% 245,135 $11.1M
Destiny Wealth Partners, LLC 1.93% Reduce -0.0% 242,694 $11.0M
Oppenheimer Asset Management Inc. 0.13% Reduce -1.7% 242,405 $11.0M
Northstar Advisory Group, LLC 5.69% Add +29.9% 241,691 $11.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.2% 240,944 $10.9M
Premier Path Wealth Partners, LLC 1.72% Add +2.2% 240,704 $10.9M
Provida Pension Fund Administrator 0.24% No change 238,669 $10.8M
Concurrent Investment Advisors, LLC 0.32% Add +26.5% 235,586 $10.7M
Busey Bank 0.35% Reduce -1.9% 233,731 $10.6M
RFG Advisory, LLC 0.31% Add +45.1% 227,057 $10.3M
Visionary Wealth Advisors 0.62% Add +1.0% 224,024 $10.2M
Cerity Partners LLC 0.02% Add +11.5% 221,946 $10.1M
Tritonpoint Wealth, LLC 0.91% Reduce -2.2% 219,989 $9.9M
Tamar Securities, LLC 1.38% Reduce -0.8% 216,514 $9.8M
Spectrum Wealth Counsel, LLC 1.16% New 215,783 $9.8M
Ocean Park Asset Management, LLC 0.43% Add +1.5% 214,400 $9.7M
Insight Wealth Strategies, LLC 1.27% Add +1.6% 213,333 $9.7M
Long Run Wealth Advisors, LLC 2.25% Reduce -1.0% 210,697 $9.5M
First Interstate Bank 0.58% Reduce -8.7% 209,787 $9.5M
Founders Financial Securities LLC 0.87% Reduce -14.9% 208,545 $9.5M
Atria Investments, Inc 0.12% Add +7.9% 207,683 $9.4M
Orange Investment Advisors, Inc. 1.04% Add +6.3% 207,646 $9.4M
Clarity Financial LLC 1.07% Add +84.8% 201,579 $9.1M
Prosperity Consulting Group, LLC 0.71% Add +1826.5% 200,545 $9.1M
Yarbrough Capital, LLC 0.37% No change 200,000 $9.1M
Asset Allocation Strategies LLC 2.57% Reduce -25.4% 199,553 $9.0M
Tucker Asset Management LLC 2.09% Reduce -28.5% 198,797 $9.0M
Anfield Capital Management, LLC 3.39% Reduce -39.7% 196,279 $8.9M
Quantinno Capital Management LP 0.11% Add +6.1% 193,483 $8.8M
Pallas Capital Advisors LLC 0.37% Reduce -4.3% 184,582 $8.7M
Ashton Thomas Private Wealth, LLC 0.45% Reduce -18.9% 186,542 $8.5M
Toth Financial Advisory Corp. 0.99% Add +5.8% 184,643 $8.4M
Crescent Grove Advisors, LLC 0.85% Reduce -0.2% 183,979 $8.3M
New York Life Investment Management LLC 0.08% Reduce -5.7% 180,811 $8.2M
M&T Bank Corp 0.03% Add +0.1% 180,432 $8.2M
5th Street Advisors, LLC 3.98% Reduce -1.6% 180,266 $8.2M
Chicago Wealth Management, Inc. 4.30% Add +28.6% 177,707 $8.1M
Sykon Capital LLC 2.84% Reduce -1.0% 177,549 $8.0M
Zuckerman Investment Group, LLC 0.83% Add +0.2% 177,246 $8.0M
Proquility Private Wealth Partners, LLC 2.56% Reduce -4.0% 176,041 $8.0M
Jmac Enterprises LLC 1.27% Add +6.6% 175,440 $8.0M
North Star Investment Management Corp. 0.55% Add +0.7% 175,075 $7.9M
Unisphere Establishment 0.08% Reduce -41.7% 175,000 $7.9M
Provident Co of the Employees of the Hebrew University LTD 8.87% Reduce -17.4% 173,917 $7.9M
Joel Isaacson & Co., LLC 0.37% Add +16.0% 171,038 $7.8M
Freedom Investment Management, Inc. 0.61% Add +37.3% 169,615 $7.7M
Sigma Planning Corp 0.23% Add +0.7% 169,071 $7.7M
AMG National Trust Bank 0.21% Reduce -24.7% 168,914 $7.7M
Occidental Asset Management, LLC 1.22% Reduce -1.3% 166,920 $7.6M
MAI Capital Management 0.07% Reduce -4.7% 166,662 $7.6M
Harrell Investment Partners, LLC 2.13% Add +44.8% 166,454 $7.5M
GAMCO Investors 0.08% Reduce -0.6% 164,325 $7.4M
Act Wealth Management, LLC 3.27% Add +0.9% 162,779 $7.4M
Arkadios Wealth Advisors 0.42% Add +11.9% 161,706 $7.3M
United Asset Strategies, Inc. 0.67% Reduce -1.1% 159,265 $7.2M
Callan Capital, LLC 0.50% Reduce -6.2% 157,678 $7.1M
NTV Asset Management LLC 0.95% Add +0.5% 157,284 $7.1M
Snowden Capital Advisors LLC 0.21% Add +27.8% 156,832 $7.1M
Sierra Capital LLC 0.85% Add +108.5% 156,687 $7.1M
Prospera Financial Services Inc 0.18% Add +34.2% 156,609 $7.1M
Vickerman Investment Advisors, Inc. 2.08% Add +5.1% 155,966 $7.1M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -9.1% 153,513 $6.9M
IFG Advisory, LLC 0.44% Reduce -1.7% 152,371 $6.9M
Bailard, Inc. 0.18% Reduce -3.4% 152,238 $6.9M
Jones Financial Companies LLLP 0.01% Add +95.8% 151,894 $6.9M
DRW Securities, LLC 0.38% Add +71.9% 150,844 $6.8M
Mutual Advisors, LLC 0.20% Reduce -33.3% 144,907 $6.8M
Banco Santander, S.A. 0.08% Reduce -42.3% 150,463 $6.8M
Concourse Financial Group Securities, Inc. 0.41% Add +293.0% 150,387 $6.8M
Creative Financial Designs Inc. 0.57% Add +4.0% 150,284 $6.8M
Absolute Gestao de Investimentos Ltda. 2.31% New 150,000 $6.8M
AlphaMark Advisors, LLC 2.34% Reduce -12.4% 149,364 $6.8M
Benjamin Edwards Inc. 0.10% New 148,583 $6.7M
PFS Partners, LLC 3.86% Add +1.4% 147,989 $6.7M
Level Four Advisory Services, LLC 0.28% Add +12.2% 143,775 $6.7M
Advisor OS, LLC 0.67% Add +19.8% 147,393 $6.7M
Cullen Capital Management, LLC 0.07% Reduce -50.6% 146,880 $6.7M
Vaughan David Investments LLC 0.15% Reduce -0.1% 145,002 $6.6M
Elevation Point Wealth Partners, LLC 0.63% Reduce -14.6% 144,913 $6.6M
Transcend Capital Advisors, LLC 0.44% Add +29.8% 144,434 $6.5M
Accurate Wealth Management, LLC 1.29% Add +1093.8% 137,293 $6.4M
Novare Capital Management LLC 0.55% Add +0.5% 141,974 $6.4M
Trust Co 0.77% Add +11.2% 141,123 $6.4M
Kentucky Farm Bureau Mutual Insurance Co 1.37% No change 140,000 $6.3M
Essex LLC 1.30% Add +11.2% 139,770 $6.3M
Redhawk Wealth Advisors, Inc. 0.90% Reduce -20.6% 138,808 $6.3M
Western Wealth Management, LLC 0.36% Add +25.4% 138,527 $6.3M
Ledyard National Bank 0.57% Reduce -9.0% 138,409 $6.3M
Matthew Goff Investment Advisor, LLC 1.19% Add +0.9% 137,468 $6.2M
Stratos Wealth Advisors, LLC 0.28% Add +144.1% 135,987 $6.2M
Stratos Wealth Partners, LTD. 0.09% Add +32.4% 135,098 $6.1M
Venture Visionary Partners LLC 0.27% Add +7.8% 134,088 $6.1M
Scotia Capital Inc. 0.03% Reduce -9.8% 134,042 $6.1M
Kestra Private Wealth Services, LLC 0.11% Add +1.1% 133,183 $6.0M
Chemung Canal Trust Co. 1.22% Reduce -1.0% 133,149 $6.0M
Geneos Wealth Management Inc. 0.23% Add +83.8% 132,539 $6.0M
First Trust Investment Solutions L.P. 0.67% Reduce -15.2% 130,547 $5.9M
Advisory Services Network, LLC 0.12% No change 142,518 $5.9M
Dorsey & Whitney Trust CO LLC 0.31% Reduce -12.6% 129,204 $5.9M
Waterloo Capital, L.P. 0.64% Add +722.9% 129,202 $5.9M
TD Waterhouse Canada Inc. 0.05% Add +19.3% 129,939 $5.9M
TrinityPoint Wealth, LLC 0.84% Add +46.8% 129,040 $5.8M
Granite Harbor Advisors, Inc. 3.45% Reduce -0.0% 128,827 $5.8M
OneDigital Investment Advisors LLC 0.07% Reduce -1.9% 128,320 $5.8M
CoreCap Advisors, LLC 0.27% Reduce -18.0% 126,388 $5.7M
Mechanics Bank Trust Department 0.76% Add +0.9% 125,425 $5.7M
Burns J W & Co. Inc. 0.74% Reduce -5.7% 124,815 $5.7M
TCV Trust & Wealth Management, Inc. 0.50% Add +3.5% 123,315 $5.6M
Ensign Peak Advisors, Inc 0.01% New 122,173 $5.5M
Trilogy Capital Inc. 0.28% Reduce -56.0% 120,818 $5.5M
Kingsview Wealth Management, LLC 0.12% Reduce -57.5% 120,655 $5.5M
Bank of New York Mellon Corp 0.00% Add +17.7% 119,886 $5.4M
Independent Financial Group, LLC 0.20% Add +7.7% 118,454 $5.4M
Wexford Capital LP 1.28% Reduce -3.1% 118,371 $5.4M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -1.3% 118,347 $5.4M
Sandy Spring Bank 0.22% Reduce -3.3% 118,019 $5.3M
Alerus Financial NA 0.39% New 116,641 $5.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.8% 116,065 $5.3M
Stockman Wealth Management, Inc. 0.81% Add +3.2% 115,103 $5.2M
Rise Advisors, LLC 2.50% Add +4.3% 115,097 $5.2M
Horizon Investments, LLC 0.14% Reduce -20.8% 114,792 $5.2M
Game Plan Financial Advisors, LLC 2.75% Add +2.3% 113,852 $5.2M
Wela Strategies, Inc. 2.25% Add +13.0% 113,850 $5.2M
Estate Counselors, LLC 0.53% Reduce -0.9% 113,088 $5.1M
Transamerica Financial Advisors, LLC 0.50% Add +6.3% 112,509 $5.1M
Institute for Wealth Management, LLC. 0.64% Add +0.4% 112,460 $5.1M
Sowell Financial Services LLC 0.24% Add +6.3% 112,351 $5.1M
Susquehanna International Group Ltd. 1.08% Add +1435.5% 112,104 $5.1M
First Merchants Corp. 0.19% Add +0.2% 111,776 $5.1M
NorthCrest Asset Manangement, LLC 0.15% New 111,497 $5.1M
Veltria Advisors Corp. 1.99% Add +1.5% 111,225 $5.0M
Simmons Bank 0.36% Reduce -0.9% 110,044 $5.0M
CENTRAL TRUST Co 0.11% Reduce -6.7% 108,019 $4.9M
Leicht Financial Planning & Wealth Management, Inc. 2.44% Reduce -4.5% 106,785 $4.8M
Cibc World Market Inc. 0.01% Add +15.1% 106,660 $4.8M
Archford Capital Strategies, LLC 0.73% Reduce -1.4% 103,232 $4.8M
Advisory Resource Group 1.03% Reduce -1.1% 106,264 $4.8M
Principal Securities, Inc. 0.12% Reduce -1.2% 105,951 $4.8M
Zullo Investment Group, Inc. 1.99% Add +0.4% 105,703 $4.8M
Algorithmic Investment Models, LLC 3.49% Add +5.8% 104,891 $4.8M
CTC LLC 0.22% New 104,446 $4.7M
Great Lakes Advisors, LLC 0.04% Reduce -2.2% 103,349 $4.7M
Financial Counselors Inc. 0.07% Reduce -1.1% 102,428 $4.6M
Private Wealth Advisors, LLC 1.89% Reduce -0.6% 102,720 $4.6M
Raymond James Trust N.A. 0.10% Add +15.8% 101,399 $4.6M
WASHINGTON TRUST Co 0.16% Add +5.1% 101,121 $4.6M
J.W. Cole Advisors, Inc. 0.19% Add +11.9% 99,343 $4.5M
Nwam LLC 0.27% New 98,640 $4.5M
New Millennium Group LLC 2.88% Add +7064.7% 98,443 $4.5M
Martin & Co. Inc. 1.05% Reduce -0.0% 98,210 $4.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.68% Add +17.1% 98,049 $4.4M
BTG Pactual Asset Management US LLC 0.64% Add +76.2% 97,973 $4.4M
Intrua Financial, LLC 0.72% Add +382.2% 97,942 $4.4M
Laurel Wealth Advisors LLC 0.71% Reduce -1.4% 97,726 $4.4M
Venturi Wealth Management, LLC 0.23% Reduce -19.6% 97,113 $4.4M
CIBC Private Wealth Group LLC 0.01% Add +12.9% 96,422 $4.4M
Ironwood Wealth Management, Inc. 2.13% Reduce -0.9% 95,214 $4.3M
Stephens Inc. 0.06% Add +2.1% 95,520 $4.3M
Cooksen Wealth, LLC 4.03% Reduce -0.7% 95,101 $4.3M
Tiaa Trust, National Association 0.01% Add +10.0% 94,958 $4.3M
Acima Private Wealth, LLC 1.44% No change 94,607 $4.3M
Rockland Trust Co. 0.21% Reduce -3.9% 94,380 $4.3M
Jefferies Financial Group Inc. 0.07% Add +30.8% 94,011 $4.3M
Brown Advisory Inc. 0.01% Add +4.2% 93,169 $4.2M
Commerce Bank 0.03% Reduce -0.3% 92,588 $4.2M
Prostatis Group LLC 1.37% Reduce -52.1% 92,496 $4.2M
Kingswood Wealth Advisors, LLC 0.30% Add +376.3% 92,508 $4.2M
Main Management LLC 0.34% Reduce -21.4% 91,678 $4.2M
Sequoia Financial Advisors, LLC 0.04% Add +3.5% 91,233 $4.1M
Menora Mivtachim Holdings LTD. 0.03% Add +12.3% 91,063 $4.1M
Clearstead Advisors, LLC 0.06% Add +0.5% 90,855 $4.1M
Prio Wealth Limited Partnership 0.12% No change 90,730 $4.1M
Madison Park Capital Advisors, LLC 3.08% Add +0.8% 90,621 $4.1M
Keel Point, LLC 0.34% Add +0.2% 90,027 $4.1M
D.A. Davidson & Co. 0.03% Add +1.6% 89,439 $4.1M
Hilltop Holdings Inc. 0.26% Add +44.3% 89,420 $4.1M
Aster Capital Management (DIFC) Ltd 0.87% — 88,981 $4.0M
WT Wealth Management 1.28% Reduce -5.0% 84,104 $4.0M
Great Valley Advisor Group, Inc. 0.10% Add +0.1% 88,127 $4.0M
Client First Capital LLC 2.21% Reduce -0.9% 88,124 $4.0M
BlueCrest Capital Management Ltd 1.99% No change 88,000 $4.0M
Flagship Harbor Advisors, LLC 0.21% Add +0.0% 85,441 $3.9M
Kennicott Capital Management LLC 1.47% Add +1.7% 84,820 $3.8M
Patton Albertson Miller Group, LLC 0.52% Add +0.5% 84,409 $3.8M
Fiduciary Trust Co 0.05% Add +9.0% 83,900 $3.8M
Allworth Financial LP 0.02% Reduce -14.3% 82,817 $3.8M
City Holding Co. 0.52% Add +0.2% 82,560 $3.7M
Beacon Pointe Advisors, LLC 0.04% Reduce -8.1% 82,139 $3.7M
Arrow Investment Advisors, LLC 3.46% Reduce -4.7% 82,015 $3.7M
HB Wealth Management, LLC 0.04% Add +0.7% 81,859 $3.7M
Cubist Systematic Strategies, LLC 0.06% New 81,562 $3.7M
Cornerstone Advisors, LLC 0.15% Add +1788.4% 81,200 $3.7M
Ellis Investment Partners, LLC 0.71% Reduce -1.6% 80,744 $3.7M
Synovus Financial Corp. 0.04% Add +61.6% 80,578 $3.7M
FSC Wealth Advisors, LLC 2.61% New 80,340 $3.6M
Investors Asset Management of Georgia Inc. /Ga/ 1.71% Reduce -0.8% 79,890 $3.6M
Integrated Advisors Network LLC 0.17% Reduce -14.7% 79,551 $3.6M
Franklin Resources Inc. 0.00% Add +84.6% 77,018 $3.6M
Lionsbridge Wealth Management LLC 2.85% Add +25.6% 79,519 $3.6M
Westside Investment Management, Inc. 0.76% Reduce -2.6% 79,683 $3.6M
Financial Freedom, LLC 1.88% Add +0.2% 78,200 $3.5M
United Capital Financial Advisors, LLC 0.03% Reduce -15.1% 78,127 $3.5M
Valeo Financial Advisors, LLC 0.10% Add +6.8% 77,924 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -4.7% 77,924 $3.5M
Harbour Investments, Inc. 0.11% Reduce -2.9% 77,406 $3.5M
Warner Financial, Inc. 1.55% Add +11.2% 76,887 $3.5M
Verition Fund Management LLC 0.03% Add +137.5% 76,579 $3.5M
Atom Investors LP 0.36% Add +32.1% 76,074 $3.4M
Two Sigma Investments, LP 0.01% New 75,070 $3.4M
&partners 0.07% Add +133.0% 74,697 $3.4M
Evercore Wealth Management, LLC 0.05% Add +0.0% 74,561 $3.4M
Treynor Bancshares, Inc. 3.45% Reduce -23.6% 74,256 $3.4M
Fagan Associates, Inc. 0.56% Reduce -0.9% 73,718 $3.3M
CreativeOne Wealth, LLC 0.11% Add +288.6% 73,579 $3.3M
Summit Financial, LLC 0.13% Add +41.4% 73,375 $3.3M
Brandywine Oak Private Wealth LLC 0.32% Reduce -1.3% 72,944 $3.3M
Norris Financial Group, LLC 1.62% New 72,644 $3.3M
MontVue Capital Management, Inc. 2.52% Reduce -2.3% 72,546 $3.3M
JFS Wealth Advisors, LLC 0.22% Add +10.7% 72,470 $3.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.26% Add +5.0% 72,426 $3.3M
Bfsg, LLC 0.38% Reduce -7.5% 72,009 $3.3M
Strategic Financial Partners, Ltd. 1.65% Add +3.9% 71,435 $3.2M
Glenmede Trust Co. NA 0.02% Add +1.7% 71,028 $3.2M
Peddock Capital Advisors, LLC 0.77% Add +6.9% 70,959 $3.2M
BigSur Wealth Management LLC 0.88% Add +6.0% 70,870 $3.2M
Paragon Financial Partners, Inc. 2.35% Reduce -1.2% 70,744 $3.2M
Stevens Capital Management LP 0.46% New 70,595 $3.2M
WNY Asset Management, LLC 0.37% Add +602.1% 70,572 $3.2M
Family Asset Management, LLC 1.91% Add +267.3% 70,170 $3.2M
Darwin Wealth Management, LLC 0.87% Reduce -2.3% 69,954 $3.2M
Abbot Financial Management, Inc. 1.59% Add +11.6% 69,928 $3.2M
Cornerstone Wealth Management, LLC 0.22% Add +2.8% 68,996 $3.1M
Two Sigma Securities, LLC 0.25% Reduce -0.6% 68,715 $3.1M
SkyView Investment Advisors, LLC 0.52% Add +4.3% 68,582 $3.1M
Associated Banc-Corp 0.09% Reduce -0.6% 68,496 $3.1M
Claro Advisors Inc. 0.40% Add +180.0% 68,358 $3.1M
Deutsche Bank AG 0.00% No change 67,869 $3.1M
Everstar Asset Management, LLC 2.10% — 67,493 $3.1M
Bramshill Investments, LLC 0.33% New 67,247 $3.0M
NWF Advisory Services Inc. 0.44% Add +135.5% 67,217 $3.0M
First National Bank of Hutchinson 1.96% Reduce -0.3% 66,806 $3.0M
Alterna Wealth Management, Inc. 2.71% Add +9.0% 66,742 $3.0M
Massachusetts Wealth Management 1.90% Add +3.3% 66,381 $3.0M
Greenwich Wealth Management LLC 0.20% Add +0.4% 66,314 $3.0M
Morton Community Bank 0.78% Reduce -0.8% 66,123 $3.0M
TCTC Holdings, LLC 0.10% Reduce -1.1% 66,121 $3.0M
PEAK6 Investments LLC 0.15% New 65,814 $3.0M
Focus Financial Network, Inc. 0.12% Reduce -2.4% 65,624 $3.0M
Kovack Advisors, Inc. 0.31% Add +2.5% 65,435 $3.0M
Ameritas Advisory Services, LLC 0.13% Reduce -35.4% 65,360 $3.0M
Belpointe Asset Management LLC 0.18% Add +43.6% 65,283 $3.0M
Centric Wealth Management 0.78% Add +470.5% 59,454 $2.9M
Keybank National Association 0.01% Reduce -6.2% 64,481 $2.9M
GYL Financial Synergies, LLC 0.22% Reduce -1.4% 63,878 $2.9M
GenTrust, LLC 0.14% Reduce -3.1% 63,702 $2.9M
Global Retirement Partners, LLC 0.09% Reduce -21.7% 63,375 $2.9M
Realta Investment Advisors 1.32% Reduce -34.7% 61,161 $2.9M
Bessemer Group Inc. 0.00% Add +64.3% 63,085 $2.9M
Orca Investment Management, LLC 2.55% Add +3.5% 62,492 $2.8M
Bank of Nova Scotia 0.01% Reduce -98.8% 61,846 $2.8M
Nelson Capital Management, LLC 0.47% Add +15.0% 61,776 $2.8M
Wellington Management Group LLP 0.00% New 61,453 $2.8M
Edgestream Partners, L.P. 0.12% Reduce -26.9% 61,350 $2.8M
Mma Asset Management LLC 0.73% Add +210.7% 74,288 $2.8M
Laraway Financial Advisors Inc 2.19% Reduce -0.9% 60,632 $2.7M
Chesapeake Wealth Management 0.94% Reduce -6.1% 60,619 $2.7M
High Note Wealth, LLC 0.78% Reduce -1.4% 59,898 $2.7M
Bray Capital Advisors 0.66% Reduce -11.7% 59,518 $2.7M
Capstone Investment Advisors, LLC 0.09% Add +26072.7% 59,412 $2.7M
Gold Investment Management Ltd. 1.12% Reduce -3.3% 59,349 $2.7M
Horizon Financial Services, LLC 1.59% Add +10.8% 59,064 $2.7M
Corrado Advisors, LLC 1.68% Add +0.3% 59,029 $2.7M
Butensky & Cohen Financial Security, Inc. 0.79% Reduce -2.4% 59,011 $2.7M
Jane Street Group, LLC 0.00% Reduce -97.0% 58,768 $2.7M
New Wave Wealth Advisors LLC 1.23% Add +5.7% 58,744 $2.7M
Heritage Oak Wealth Advisors LLC 1.23% New 58,744 $2.7M
Insigneo Advisory Services, LLC 0.27% Add +4.8% 58,289 $2.6M
Pine Valley Investments Ltd Liability Co 0.18% Add +5.0% 58,203 $2.6M
Activest Wealth Management 0.81% Reduce -6.8% 57,871 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.6% 57,389 $2.6M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.3% 57,384 $2.6M
One Capital Management, LLC 0.08% Reduce -8.6% 56,610 $2.6M
Banque Pictet & Cie SA 0.03% No change 56,180 $2.5M
Wesbanco Bank Inc. 0.09% Add +6.2% 56,094 $2.5M
RDA Financial Network 0.79% Add +8.4% 55,941 $2.5M
Waterway Wealth Management, LLC 1.09% Add +3.5% 55,875 $2.5M
Poehling Capital Management, INC. 0.65% Reduce -3.0% 55,790 $2.5M
Financial Advocates Investment Management 0.14% Add +86.0% 55,766 $2.5M
WP Advisors, LLC 0.92% Reduce -23.4% 55,732 $2.5M
Laidlaw Wealth Management LLC 1.25% Reduce -2.1% 55,721 $2.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 6.79% Reduce -49.7% 55,688 $2.5M
Flow Traders U.S. LLC 0.13% New 55,596 $2.5M
Rockingstone Advisors LLC 1.23% Add +14.6% 55,467 $2.5M
West Financial Advisors, LLC 0.48% Reduce -1.8% 55,325 $2.5M
M3 Advisory Group, LLC 1.81% Add +2.6% 54,356 $2.5M
Donald L. Hagan, LLC 1.26% Reduce -21.4% 54,347 $2.5M
St. Johns Investment Management Company, LLC 1.15% Reduce -11.0% 54,247 $2.5M
Keystone Financial Group 0.31% New 53,972 $2.4M
Ameritas Investment Partners, Inc. 0.08% Reduce -52.3% 53,890 $2.4M
Cim, LLC 0.35% Reduce -0.1% 53,591 $2.4M
Clarus Wealth Advisors 1.22% Reduce -1.4% 53,079 $2.4M
Joseph P. Lucia & Associates, LLC 1.09% Add +12.0% 52,237 $2.4M
Marshall Wace, LLP 0.00% Reduce -57.7% 51,925 $2.4M
Camelot Technology Advisors, Inc. 2.07% Reduce -12.6% 51,609 $2.3M
Alaska Permanent Fund Corp 0.03% No change 51,558 $2.3M
Colton Groome Financial Advisors, LLC 0.87% Reduce -4.2% 51,537 $2.3M
SteelPeak Wealth, LLC 0.10% Add +4.7% 51,402 $2.3M
Quattro Financial Advisors LLC 0.66% No change 49,778 $2.3M
Regal Investment Advisors LLC 0.16% Add +69.3% 50,875 $2.3M
Rovin Capital /Ut/ 0.85% Add +5.3% 50,847 $2.3M
Next Level Private LLC 0.94% Add +0.2% 50,682 $2.3M
Tower Research Capital LLC (TRC) 0.06% Reduce -89.5% 50,423 $2.3M
Redwood Financial Network Corp 1.79% Add +0.6% 50,341 $2.3M
Cambridge Associates LLC /Ma/ 0.09% New 50,276 $2.3M
GeoWealth Management, LLC 0.08% Reduce -13.0% 50,079 $2.3M
Mission Wealth Management, LP 0.06% Add +2.1% 49,856 $2.3M
First Bancorp, Inc 1.57% Add +0.8% 49,844 $2.3M
Regions Financial Corp. 0.02% Add +5.7% 49,697 $2.3M
Diversify Advisory Services, LLC 0.12% Add +7.5% 47,654 $2.2M
Wealthspire Advisors, LLC 0.02% Add +40.2% 49,490 $2.2M
Avitas Wealth Management LLC 0.31% Reduce -15.9% 49,339 $2.2M
Dorsey Wright & Associates 0.53% Reduce -5.8% 49,327 $2.2M
Farther Finance Advisors, LLC 0.08% Add +1894.0% 49,312 $2.2M
Sharper & Granite LLC 1.00% Add +7.7% 49,278 $2.2M
Capital Advisors, Ltd. LLC 0.28% Reduce -12.5% 49,215 $2.2M
Parallel Advisors, LLC 0.05% Add +38.1% 49,091 $2.2M
Tidal Investments LLC 0.02% Add +231.1% 49,060 $2.2M
One Charles Private Wealth Services, LLC 0.84% Reduce -13.4% 48,829 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.33% Add +3.5% 48,648 $2.2M
Miller Investment Management, LP 0.23% Reduce -15.4% 48,326 $2.2M
SMART Wealth LLC 0.86% Add +86.2% 48,151 $2.2M
Sandbox Financial Partners, LLC 0.77% Add +2.3% 47,882 $2.2M
Brighton Jones LLC 0.08% Reduce -8.0% 47,376 $2.1M
Intrepid Financial Planning Group LLC 0.92% Reduce -9.2% 47,350 $2.1M
Beacon Financial Group 0.23% Reduce -1.3% 47,321 $2.1M
WESPAC Advisors SoCal, LLC 0.50% Add +16.8% 47,275 $2.1M
First Horizon Advisors, Inc. 0.06% Add +2.7% 47,009 $2.1M
Managed Asset Portfolios, LLC 0.30% New 46,759 $2.1M
Kessler Investment Group, LLC 1.08% Add +7.7% 46,552 $2.1M
Riggs Asset Managment Co. Inc. 0.57% Add +27.5% 45,937 $2.1M
RiverGlades Family Offices LLC 1.47% Add +6.7% 45,337 $2.1M
Fortis Group Advisors, LLC 0.38% Reduce -48.6% 45,181 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +11.8% 45,027 $2.0M
Perigon Wealth Management, LLC 0.05% Reduce -5.3% 44,787 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Add +21.4% 43,332 $2.0M
Cary Street Partners Investment Advisory LLC 0.07% Reduce -21.7% 44,551 $2.0M
Apexium Financial, LP 0.13% Add +1.7% 44,490 $2.0M
Kraft, Davis & Associates, LLC 0.60% Add +55.4% 43,034 $2.0M
Dai-ichi Life Holdings, Inc. 2.34% Reduce -1.6% 44,200 $2.0M
Highland Capital Management, LLC 0.11% Reduce -1.1% 43,999 $2.0M
Windsor Capital Management, LLC 0.58% Reduce -0.7% 43,802 $2.0M
Wilmington Savings Fund Society, FSB 0.04% New 43,749 $2.0M
Dimension Capital Management LLC 0.37% Reduce -8.7% 43,591 $2.0M
Court Place Advisors, LLC 0.57% Add +0.0% 43,477 $2.0M
NFSG Corp 0.69% Add +24.9% 43,433 $2.0M
Avior Wealth Management, LLC 0.08% Reduce -1.9% 43,228 $2.0M
Bay Rivers Group 0.97% Reduce -37.9% 43,181 $2.0M
Horizon Wealth Management, LLC 0.39% Reduce -0.9% 43,119 $2.0M
Brick & Kyle, Associates 0.84% Add +880.7% 431,009 $2.0M
Narus Financial Partners, LLC 0.70% Add +11.9% 43,015 $1.9M
Larson Financial Group LLC 0.11% Add +663.0% 42,787 $1.9M
Okabena Investment Services Inc. 0.54% No change 42,620 $1.9M
Burke & Herbert Bank & Trust Co. 0.45% Reduce -1.4% 42,610 $1.9M
Boltwood Capital Management 0.57% Reduce -7.3% 42,583 $1.9M
Crumly & Associates Inc. 0.53% Reduce -7.5% 42,445 $1.9M
Magnus Financial Group LLC 0.20% Add +61.8% 42,416 $1.9M
ARS Investment Partners, LLC 0.17% Add +12.1% 42,015 $1.9M
Fulcrum Equity Management 1.60% Add +86.7% 41,850 $1.9M
Wealthfront Advisers LLC 0.01% Add +4.0% 41,800 $1.9M
HBW Advisory Services LLC 0.28% Add +21.3% 41,510 $1.9M
Brookstone Capital Management 0.03% Reduce -27.5% 41,030 $1.9M
Cavalier Investments, LLC 0.57% Add +6.6% 40,730 $1.8M
Meridian Wealth Management, LLC 0.09% Add +2.0% 40,837 $1.8M
IMC-Chicago, LLC 0.05% Reduce -18.6% 40,441 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -34.0% 40,422 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -34.0% 40,422 $1.8M
B&D White Capital Company, LLC 0.32% New 40,417 $1.8M
Kanawha Capital Management LLC 0.13% Add +2.2% 40,316 $1.8M
Fisher Asset Management 0.00% Add +5.3% 40,274 $1.8M
Prairiewood Capital, LLC 0.75% Reduce -3.6% 39,145 $1.8M
Janney Capital Management LLC 0.12% Add +62.3% 39,139 $1.8M
Sigma Investment Counselors Inc. 0.10% Add +3.1% 38,984 $1.8M
Foguth Wealth Management, LLC. 0.64% Reduce -5.9% 38,936 $1.8M
MTM Investment Management, LLC 0.69% Add +0.9% 38,596 $1.8M
Greenwood Capital Associates LLC 0.23% Reduce -4.8% 38,765 $1.8M
RPg Family Wealth Advisory, LLC 0.56% Add +6.4% 38,297 $1.7M
Private Trust Co. NA 0.17% Add +2.1% 38,258 $1.7M
Graham Capital Management, L.P. 0.09% New 38,000 $1.7M
Cowen and Company, LLC 0.06% New 38,000 $1.7M
Signal Advisors Wealth, LLC 0.25% New 37,889 $1.7M
Bank of Marin 1.39% Add +5.1% 37,886 $1.7M
Encompass More Asset Management 0.65% Reduce -19.6% 37,767 $1.7M
Crestwood Advisors Group, LLC 0.03% Add +0.8% 37,591 $1.7M
Wedbush Securities Inc. 0.06% Reduce -5.1% 37,562 $1.7M
Baker Avenue Asset Management, LP 0.05% Reduce -69.7% 37,543 $1.7M
Howard Capital Management Group, LLC 0.12% Reduce -8.7% 37,466 $1.7M
Symmetry Partners, LLC 0.40% Reduce -94.5% 37,418 $1.7M
Jacobi Capital Management LLC 0.13% Add +5.6% 37,137 $1.7M
EPG Wealth Management LLC 0.42% Add +0.0% 37,084 $1.7M
Nations Financial Group Inc, /Ia/ 0.12% Add +0.6% 37,021 $1.7M
E&G Advisors, LLC 0.46% Reduce -0.6% 36,792 $1.7M
Monetary Management Group Inc. 0.43% Add +2.8% 36,550 $1.7M
Credit Agricole S A 0.01% Reduce -96.0% 36,502 $1.7M
Atlanta Consulting Group Advisors, LLC 0.41% Add +465.5% 36,201 $1.6M
Clarity Wealth Advisors, LLC 0.47% Reduce -7.3% 36,008 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -16.1% 36,140 $1.6M
Birinyi Associates Inc. 0.47% Reduce -22.9% 35,935 $1.6M
Natixis Advisors, LLC 0.00% Add +11.2% 35,458 $1.6M
Ingalls & Snyder LLC 0.06% Reduce -2.9% 35,395 $1.6M
Montag A & Associates Inc. 0.08% Add +1.4% 35,347 $1.6M
Blue Chip Partners, LLC 0.14% Add +0.0% 35,311 $1.6M
Park Edge Advisors, LLC 0.46% New 35,150 $1.6M
Country Club Bank 0.11% Reduce -6.0% 35,200 $1.6M
CX Institutional 0.07% Reduce -40.0% 34,942 $1.6M
Glass Jacobson Investment Advisors llc 0.52% Reduce -2.7% 34,931 $1.6M
Capital Investment Counsel, LLC 0.27% Add +27.8% 34,690 $1.6M
Perennial Investment Advisors, LLC 0.20% Add +12.2% 34,677 $1.6M
World Investment Advisors 0.05% Add +63.5% 34,673 $1.6M
LJI Wealth Management, LLC 0.32% No change 34,530 $1.6M
Contravisory Investment Management, Inc. 0.33% Add +38.0% 34,379 $1.6M
CMG Global Holdings, LLC 0.88% Reduce -0.2% 34,352 $1.6M
Gallagher Fiduciary Advisors, LLC 0.32% Reduce -20.7% 34,324 $1.6M
WealthPLAN Partners, LLC 0.21% Reduce -0.6% 34,302 $1.6M
AE Wealth Management LLC 0.01% Reduce -8.6% 34,176 $1.5M
SOL Capital Management CO 0.17% No change 34,150 $1.5M
Moors & Cabot, Inc. 0.08% Add +3.4% 34,096 $1.5M
Bleakley Financial Group, LLC 0.05% Reduce -0.1% 34,081 $1.5M
McGuire Investment Group, LLC 0.22% Add +1.4% 34,032 $1.5M
Accel Wealth Management 0.57% Add +3.8% 33,870 $1.5M
Core Alternative Capital 0.29% Reduce -4.0% 33,626 $1.5M
Choreo, LLC 0.02% Add +11.7% 33,584 $1.5M
Signet Financial Management, LLC 0.19% Add +3.3% 33,073 $1.5M
Essex Financial Services, Inc. 0.11% Reduce -3.9% 31,777 $1.5M
Prudential PLC 0.01% New 32,997 $1.5M
Neuberger Berman Group LLC 0.00% Add +0.9% 32,937 $1.5M
WealthShield Partners, LLC 0.20% Add +7.3% 32,842 $1.5M
Watts Gwilliam & Co., LLC 0.32% — 32,659 $1.5M
Plimoth Trust Co. LLC 0.37% Reduce -2.5% 32,674 $1.5M
DT Investment Partners, LLC 0.12% Add +1.3% 32,563 $1.5M
Tyler-Stone Wealth Management 0.28% Add +91.4% 32,532 $1.5M
Pinnacle Associates Ltd. 0.03% Reduce -5.5% 39,158 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.9% 32,430 $1.5M
Leslie Global Wealth, LLC 0.71% Add +1.5% 32,398 $1.5M
Cladis Investment Advisory, LLC 1.01% Add +1.8% 32,128 $1.5M
Ausdal Financial Partners, Inc. 0.15% Reduce -3.0% 32,116 $1.5M
SP Asset Management LLC 0.12% Reduce -0.2% 32,111 $1.5M
Galvin, Gaustad & Stein, LLC 0.13% Reduce -6.7% 31,807 $1.4M
Successful Portfolios LLC 0.97% Reduce -0.6% 31,754 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Add +3.0% 31,749 $1.4M
Invst, LLC 0.17% Add +371.5% 31,701 $1.4M
Arrow Financial Corp 0.13% Reduce -2.6% 31,668 $1.4M
Counterweight Ventures, LLC 1.02% Add +33.9% 31,652 $1.4M
One Wealth Map LLC 0.84% Add +4.9% 30,546 $1.4M
Patten & Patten Inc. 0.09% Reduce -0.8% 31,542 $1.4M
CWC Advisors, LLC. 1.41% — 31,406 $1.4M
Marcum Wealth, LLC 0.13% Add +25.4% 31,024 $1.4M
Marco Investment Management LLC 0.12% Add +11.3% 30,974 $1.4M
Soltis Investment Advisors LLC 0.13% Reduce -18.0% 30,410 $1.4M
NBT Bank, N.A. 0.09% Add +1.3% 30,339 $1.4M
CTC Alternative Strategies, Ltd. 1.72% New 30,274 $1.4M
Hollencrest Capital Management 0.06% Add +0.3% 30,222 $1.4M
SeaCrest Wealth Management, LLC 0.15% Add +3.2% 29,883 $1.4M
Next Capital Management LLC 0.55% Reduce -2.6% 29,868 $1.4M
StoneX Group Inc. 0.10% Add +0.3% 29,834 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.51% No change 29,114 $1.3M
Csenge Advisory Group 0.07% Add +27.3% 28,967 $1.3M
LGL Partners, LLC 0.19% No change 29,709 $1.3M
Providence First Trust Co 0.57% Add +4.8% 29,569 $1.3M
Ashton Thomas Securities, LLC 0.26% Add +53.9% 29,406 $1.3M
Lowe Brockenbrough & Co. Inc. 0.09% Add +7.2% 29,375 $1.3M
Moneta Group Investment Advisors LLC 0.02% Reduce -1.4% 29,262 $1.3M
Evoke Wealth, LLC 0.04% New 29,123 $1.3M
PFG Investments, LLC 0.09% Add +5.1% 29,109 $1.3M
MIdWestOne Financial Group, Inc. 0.18% No change 28,991 $1.3M
Garden State Investment Advisory Services LLC 0.42% Add +238.8% 28,760 $1.3M
Simplicity Wealth,LLC 0.12% Reduce -45.4% 28,761 $1.3M
Advisor Resource Council 0.59% Add +109.7% 28,681 $1.3M
Moulton Wealth Management, Inc. 1.08% New 28,456 $1.3M
D L Carlson Investment Group Inc. 0.23% Add +3.0% 28,628 $1.3M
Fiduciary Group, LLC 0.13% Add +1.4% 28,468 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.48% Add +0.3% 28,396 $1.3M
Wealthgarden F.S. LLC 1.25% Add +109.6% 28,326 $1.3M
Glen Eagle Advisors, LLC 0.22% Reduce -1.2% 28,284 $1.3M
Sentinel Trust Co. Lba 0.15% No change 28,161 $1.3M
Apollon Wealth Management, LLC 0.04% Reduce -3.0% 28,123 $1.3M
LM Advisors LLC 0.26% Reduce -4.3% 28,095 $1.3M
Per Stirling Capital Management, LLC. 0.18% New 27,981 $1.3M
Dynamic Advisor Solutions LLC 0.04% Reduce -23.9% 27,935 $1.3M
Keebeck Wealth Management 0.18% Reduce -9.0% 27,837 $1.3M
Whittier Trust Co. 0.02% Add +5.2% 27,816 $1.3M
Tranquility Partners, LLC 0.46% Reduce -1.3% 27,780 $1.3M
Allen Investment Management, LLC 0.01% No change 27,791 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.6% 27,737 $1.3M
First Foundation Advisors 0.05% Add +5.3% 27,720 $1.3M
Intellectus Partners, LLC 0.32% Add +23.2% 27,627 $1.3M
Apollon Financial, LLC 0.37% Reduce -0.6% 27,622 $1.3M
Relyea Zuckerberg Hanson LLC 0.19% New 27,576 $1.2M
JBR Co Financial Management Inc 0.81% Add +2.5% 27,470 $1.2M
9258 Wealth Management, LLC 0.18% Add +45.4% 27,203 $1.2M
Roberts Wealth Advisors, LLC 0.40% Reduce -1.3% 27,182 $1.2M
PSI Advisors, LLC 0.36% Add +1.0% 26,981 $1.2M
Tradition Wealth Management, LLC 0.11% Reduce -0.6% 26,937 $1.2M
Peoples Bank 0.81% Add +0.8% 26,795 $1.2M
Tsfg, LLC 0.26% Reduce -3.9% 26,719 $1.2M
Xcel Wealth Management, LLC 0.35% Reduce -2.0% 26,438 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Add +25.3% 26,416 $1.2M
Ironwood Financial, llc 0.25% Add +7.5% 26,358 $1.2M
Worth Asset Management, LLC 0.65% Add +49.6% 26,317 $1.2M
Cape Ann Savings Bank 0.68% Reduce -1.7% 26,035 $1.2M
Nwi Management LP 0.14% Reduce -16.1% 26,000 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -0.8% 25,959 $1.2M
Smith Salley Wealth Management 0.08% No change 25,955 $1.2M
Granite FO LLC 0.66% No change 25,920 $1.2M
Wedmont Private Capital 0.07% Add +0.1% 25,969 $1.2M
Pursue Wealth Partners LLC 0.64% Add +28.8% 25,753 $1.2M
German American Bancorp, Inc. 0.12% Reduce -0.9% 25,721 $1.2M
Zega Financial, LLC 0.38% Add +41.2% 25,679 $1.2M
Trexquant Investment LP 0.01% Add +48.1% 25,647 $1.2M
Simon Quick Advisors, LLC 0.07% Reduce -1.1% 25,598 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.38% Add +8.8% 25,460 $1.2M
C2C Wealth Management, LLC 1.07% Reduce -1.3% 24,757 $1.2M
Circle Wealth Management, LLC 0.03% Add +28.4% 25,168 $1.1M
Curi Capital, LLC 0.03% Add +0.0% 24,934 $1.1M
VCI Wealth Management LLC 0.50% Reduce -58.5% 24,882 $1.1M
Prestige Wealth Management Group LLC 0.23% Reduce -11.2% 24,864 $1.1M
Allie Family Office LLC 0.61% Reduce -3.3% 24,855 $1.1M
American Institute for Advanced Investment Management, LLP 0.81% Add +56.9% 24,845 $1.1M
AQR Capital Management 0.00% Add +8.1% 24,758 $1.1M
IFP Advisors, Inc 0.04% Add +7.0% 24,639 $1.1M
Audent Global Asset Management, LLC 1.89% Reduce -0.2% 24,502 $1.1M
Peak Asset Management, LLC 0.21% Add +0.0% 24,398 $1.1M
Certified Advisory Corp 0.12% Reduce -1.0% 24,355 $1.1M
Westbourne Investment Advisors, Inc. 0.39% Add +1.8% 24,331 $1.1M
Herbst Group, LLC 0.68% Reduce -0.4% 24,331 $1.1M
NewEdge Wealth, LLC 0.02% Add +173.1% 24,233 $1.1M
Calton & Associates, Inc. 0.42% Add +7.0% 24,231 $1.1M
Advisors Capital Management, LLC 0.02% Reduce -20.1% 24,144 $1.1M
First Business Financial Services, Inc. 0.11% No change 24,095 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.4% 24,093 $1.1M
Evergreen Capital Management LLC 0.04% Add +21.7% 23,942 $1.1M
Founders Financial Alliance, LLC 0.30% Reduce -6.1% 23,894 $1.1M
Davies Financial Advisors, Inc. 0.94% Reduce -1.7% 23,649 $1.1M
Chilton Investment Co. Inc. 0.03% No change 23,500 $1.1M
EverSource Wealth Advisors, LLC 0.07% Add +8.1% 23,402 $1.1M
World Equity Group, Inc. 0.38% Add +4.5% 23,277 $1.1M
Elevated Capital Advisors, LLC 0.28% Add +0.2% 23,217 $1.1M
Quadrant Capital Group LLC 0.07% No change 23,113 $1.0M
RMR Wealth Builders 0.11% Reduce -5.5% 23,088 $1.0M
Visionary Horizons, LLC 0.70% Add +3.4% 23,086 $1.0M
Salem Investment Counselors Inc. 0.03% Reduce -0.0% 23,038 $1.0M
Bryn Mawr Trust Advisors, LLC 0.06% Add +1.0% 22,980 $1.0M
City Center Advisors, LLC 1.16% Reduce -22.6% 22,965 $1.0M
Davis R M Inc. 0.02% Add +4.0% 22,932 $1.0M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -27.4% 22,713 $1.0M
MKT Advisors LLC 0.48% Add +4.0% 22,771 $1.0M
Breakwater Capital Group 0.21% Add +6.1% 22,655 $1.0M
Advisors Management Group Inc. 0.24% Add +4.2% 22,643 $1.0M
Appleton Partners Inc. 0.08% Add +1.4% 22,522 $1.0M
Aptus Capital Advisors, LLC 0.02% Reduce -19.1% 22,452 $1.0M
Townsquare Capital LLC 0.01% Add +19.5% 22,348 $1.0M
Bell Bank 0.12% Reduce -8.8% 22,347 $1.0M
Ranch Capital Advisors Inc. 0.48% Reduce -46.6% 22,318 $1.0M
Phillips Wealth Planners LLC 0.96% Add +45.3% 21,191 $1.0M
Florida Financial Advisors, LLC 0.52% Add +5.7% 22,144 $1.0M
Lynx Investment Advisory 0.72% Add +4.9% 21,912 $993K
GPS Wealth Strategies Group, LLC 0.13% Add +1.1% 21,895 $992K
Sax Wealth Advisors, LLC 0.09% Add +3.9% 21,743 $985K
Eagle Capital Management, LLC 0.41% Add +1.1% 21,566 $977K
Retirement Capital Strategies 0.38% New 21,527 $976K
HBK Sorce Advisory LLC 0.03% Add +0.1% 21,478 $973K
Lyell Wealth Management, LP 0.09% Add +32.0% 21,408 $970K
Goodman Advisory Group, LLC 0.28% Reduce -12.4% 21,379 $969K
Schnieders Capital Management LLC 0.19% Reduce -2.0% 21,359 $968K
Procyon Advisors, LLC 0.07% Add +5.7% 21,282 $965K
Navellier & Associates Inc. 0.13% Reduce -14.1% 21,213 $961K
Capital Insight Partners, LLC 0.17% Reduce -1.4% 21,189 $960K
Global Financial Private Client, LLC 0.37% Reduce -0.1% 21,145 $958K
Richard W. Paul & Associates, LLC 0.34% Reduce -11.1% 21,011 $952K
Smithbridge Asset Management Inc. 0.16% Reduce -1.0% 20,891 $947K
Webster Bank, N. A. 0.10% Add +0.5% 20,885 $947K
Union Savings Bank 0.46% Reduce -4.0% 20,858 $945K
Journey Advisory Group, LLC 0.11% No change 22,759 $936K
American Financial Advisors, LLC 0.13% Reduce -1.2% 20,626 $935K
Caldwell Trust Co 0.10% Reduce -3.8% 20,601 $934K
Personal Cfo Solutions, LLC 0.13% Add +6.7% 20,529 $930K
LVZ, Inc. 0.12% Add +1.8% 20,412 $925K
V2 Financial group LLC 0.60% No change 20,363 $923K
Wellington Shields Capital Management, LLC 0.16% Add +2.0% 20,352 $922K
Beaird Harris Wealth Management, LLC 0.08% Add +400.4% 20,332 $921K
Polymer Capital Management (HK) LTD 0.21% Reduce -60.5% 20,312 $921K
Parkside Advisors LLC 0.22% No change 20,229 $917K
Ally Invest Advisors Inc. 0.08% Reduce -13.3% 20,227 $917K
Maiden Cove Capital, LLC 1.43% New 20,217 $916K
Roman Butler Fullerton & Co. 0.28% Reduce -2.6% 19,526 $916K
Rwa Wealth Partners, LLC 0.01% Add +31.5% 20,171 $914K
KG Capital Management 0.29% Reduce -0.6% 20,166 $914K
Wealthcare Advisory Partners LLC 0.03% Reduce -3.2% 20,017 $907K
Aft, Forsyth & Sober, LLC 0.30% No change 20,000 $906K
Falcon Wealth Planning 0.11% Reduce -0.1% 19,965 $905K
Sweet Financial Partners, LLC 0.20% Reduce -0.2% 19,955 $904K
Sowa Financial Group, Inc. 0.57% Reduce -14.8% 19,874 $901K
Talon Private Wealth, LLC 0.19% — 19,826 $899K
Savant Capital, LLC 0.01% Add +64.6% 19,793 $897K
Waverly Advisors, LLC 0.02% Reduce -13.3% 19,669 $891K
Exencial Wealth Advisors, LLC 0.03% Reduce -17.8% 19,665 $891K
Silverlake Wealth Management LLC 0.34% New 19,546 $886K
UNIVEST FINANCIAL Corp 0.06% New 19,475 $883K
Global Assets Advisory, LLC 0.48% New 19,435 $876K
Gotham Asset Management 0.01% No change 19,302 $875K
Headinvest, LLC 0.16% Reduce -3.4% 19,287 $874K
Debussy Capital Management LP 0.25% Add +37.4% 19,244 $872K
SOA Wealth Advisors, LLC. 0.17% Add +0.3% 19,236 $872K
Ieq Capital, LLC 0.01% Add +28.9% 19,126 $867K
LRI Investments, LLC 0.08% Add +638.5% 17,459 $867K
Constitution Capital LLC 0.46% Reduce -4.1% 19,098 $866K
Global Endowment Management, LP 0.09% No change 19,030 $862K
Spreng Capital Management, Inc. 0.41% Reduce -28.7% 18,940 $858K
Point Windward Advisors Inc. 0.33% Add +5.1% 18,920 $857K
MV Capital Management, Inc. 0.09% No change 18,857 $855K
Rollins Financial Advisors, LLC 0.14% Reduce -42.6% 18,814 $853K
Hilltop National Bank 0.25% Reduce -2.4% 18,507 $839K
Waldron Private Wealth LLC 0.03% No change 18,415 $835K
QRG Capital Management, Inc. 0.01% Add +1.6% 18,359 $832K
Trust Point Inc. 0.06% No change 18,174 $824K
N.E.W. Advisory Services LLC 0.08% Add +1.2% 18,150 $823K
Dark Forest Capital Management LP 0.10% Reduce -14.0% 18,061 $819K
J. Goldman & Co LP 0.04% New 17,981 $815K
Smith, Moore & Co. 0.08% Reduce -82.1% 17,888 $811K
Investment Advisory Group, LLC 0.28% Reduce -2.1% 17,837 $808K
TD Private Client Wealth LLC 0.02% Add +6.4% 17,787 $806K
Charter Oak Capital Management, LLC 0.07% Reduce -1.5% 17,692 $802K
D.B. Root & Company, LLC 0.26% Add +33.8% 17,635 $799K
Lindbrook Capital, LLC 0.07% Add +38.6% 17,610 $798K
CenterStar Asset Management, LLC 1.20% New 17,578 $797K
Pettinga Financial Advisors LLC 0.19% Reduce -5.6% 17,553 $795K
Chilton Capital Management LLC 0.03% Reduce -1.0% 17,513 $794K
Steele Capital Management, Inc. 0.04% No change 17,494 $793K
Ascent Group, LLC 0.06% Add +29.5% 17,440 $790K
Glenview Trust Co 0.02% Add +5.9% 17,424 $790K
Riversedge Advisors, LLC 0.18% No change 17,398 $788K
Penobscot Wealth Management 0.42% Reduce -4.5% 17,376 $787K
AAFMAA Wealth Management & Trust LLC 0.35% Add +151.1% 17,364 $787K
Wolverine Trading, LLC 0.02% New 17,348 $783K
Taylor & Morgan Wealth Management, LLC 0.52% Add +0.3% 17,203 $780K
Absolute Capital Management, LLC 0.46% No change 17,162 $778K
ELCO Management Co., LLC 0.42% Reduce -0.6% 17,155 $777K
Brendel Financial Advisors LLC 0.44% New 17,143 $777K
Beaumont Financial Advisors, LLC 0.06% Reduce -1.7% 17,068 $774K
Montecito Bank & Trust 0.13% Reduce -1.0% 17,009 $771K
Signature Wealth Management Partners, LLC 0.56% Reduce -17.8% 17,001 $770K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.40% New 17,000 $770K
Balboa Wealth Partners 0.19% Reduce -33.5% 16,934 $767K
Peak Financial Advisors LLC 0.39% Reduce -4.7% 16,926 $767K
Heritage Wealth Advisors 0.04% No change 16,909 $766K
Freestone Capital Holdings, LLC 0.03% Add +12.8% 16,864 $764K
Swmg, LLC 0.31% Add +6.5% 15,265 $760K
Thomasville National Bank 0.06% No change 16,762 $760K
Beacon Financial Advisory LLC 0.26% Reduce -7.1% 16,634 $754K
Stonebrook Private Inc. 0.20% Add +75.2% 16,574 $751K
Investment Partners, LTD. 0.31% Add +1.3% 16,514 $748K
Cassaday & Co Wealth Management LLC 0.02% Reduce -5.9% 16,491 $747K
Bokf, NA 0.01% Reduce -4.5% 16,618 $746K
Cary Street Partners Asset Management LLC 0.10% Reduce -4.4% 16,441 $745K
Rebalance, LLC 0.05% Add +0.4% 16,407 $744K
Capital Investment Advisory Services, LLC 0.07% Add +6.0% 16,406 $744K
Axxcess Wealth Management, LLC 0.02% Add +3.8% 16,225 $735K
Etfidea, LLC 0.23% Reduce -8.0% 16,225 $735K
Fidelis Capital Partners, LLC 0.09% Add +3.2% 15,576 $734K
Compagnie Lombard Odier SCmA 0.01% Add +24.2% 16,145 $732K
Woodmont Investment Counsel LLC 0.06% Reduce -3.0% 16,144 $732K
Money Concepts Capital Corp. 0.06% Reduce -0.3% 16,127 $731K
Sterneck Capital Management, LLC 0.40% Reduce -0.4% 16,105 $730K
Strategic Advisors LLC 0.14% Reduce -44.9% 16,093 $729K
Lynch & Associates 0.15% No change 16,075 $729K
Powell Investment Advisors, LLC 0.34% Add +0.1% 16,012 $726K
Worth Financial Advisory Group, LLC 0.43% Add +2.9% 15,990 $725K
Connecticut Wealth Management, LLC 0.04% Reduce -9.7% 15,971 $724K
Argent Trust Co 0.03% Add +2.9% 15,878 $720K
Mission Creek Capital Partners, Inc. 0.17% Reduce -8.9% 15,866 $719K
Mitchell Sinkler & Starr 0.18% No change 15,860 $719K
Edge Financial Advisors LLC 0.64% New 15,826 $717K
Coastline Trust Co 0.08% No change 15,825 $717K
Sound Income Strategies, LLC 0.05% Add +10.4% 15,813 $717K
SouthState Bank Corp 0.05% Reduce -1.6% 15,766 $715K
Beaumont Asset Management, L.L.C. 0.42% Add +0.8% 15,747 $714K
Parkside Financial Bank & Trust 0.10% No change 15,534 $704K
Quadcap Wealth Management, LLC 0.11% Reduce -2.3% 15,552 $703K
Guardian Asset Advisors, LLC 0.48% Reduce -1.5% 15,506 $703K
Philip James Wealth Mangement, LLC 0.09% Reduce -0.4% 15,497 $702K
Principle Wealth Partners LLC 0.05% No change 15,401 $698K
O'ROURKE & COMPANY, Inc 0.35% Add +3.1% 15,390 $697K
Empirical Asset Management, LLC 0.25% Reduce -6.1% 15,358 $696K
Carmichael Hill & Associates, Inc. 0.26% Add +13.6% 15,325 $695K
Brightwater Advisory LLC 0.51% Reduce -7.5% 15,248 $691K
Adirondack Trust Co. 0.26% Add +1.9% 15,180 $688K
Financial & Tax Architects, LLC 0.18% Reduce -7.5% 15,148 $687K
Y.D. More Investments Ltd 0.07% Add +36.6% 15,123 $684K
Clearbridge Investments, LLC 0.00% Reduce -27.1% 15,031 $681K
CHICAGO TRUST Co NA 0.12% Add +0.8% 14,882 $674K
Fortis Capital Advisors, LLC 0.22% New 14,838 $672K
Axecap Investments, LLC 0.51% — 14,826 $672K
Kathleen S. Wright Associates Inc. 0.28% Add +0.0% 14,805 $671K
waypoint wealth counsel 0.45% New 14,769 $669K
Saxony Capital Management, LLC 0.61% New 14,764 $669K
Crewe Advisors LLC 0.08% Add +138.6% 14,687 $666K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -15.1% 14,602 $662K
Investment Partners Asset Management, Inc. 0.54% No change 14,594 $661K
Slow Capital, Inc. 0.10% New 14,546 $659K
Anchor Investment Management, LLC 0.06% Add +6.3% 14,492 $657K
Navis Wealth Advisors, LLC 0.71% Add +0.1% 14,488 $657K
Viewpoint Capital Management LLC 0.37% No change 14,542 $657K
UMB Bank, n.a. 0.01% Reduce -2.9% 14,470 $656K
L.M. Kohn & Company 0.17% Reduce -0.1% 14,460 $655K
Atticus Wealth Management, LLC 0.21% Add +29.8% 14,383 $652K
Monograph Wealth Advisors, LLC 0.08% No change 14,345 $650K
Transform Wealth, LLC 0.04% No change 14,327 $649K
Transatlantique Private Wealth LLC 0.25% No change 14,300 $648K
Koshinski Asset Management, Inc. 0.06% Add +0.1% 14,268 $647K
Cullen/Frost Bankers, Inc. 0.01% Reduce -4.5% 14,245 $646K
NorthCoast Asset Management LLC 0.00% New 30,023 $642K
First National Trust Co 0.02% Add +5.0% 14,083 $638K
Verdence Capital Advisors LLC 0.05% Reduce -3.8% 14,023 $636K
Collaborative Wealth Managment Inc. 0.29% Reduce -2.0% 13,992 $634K
WealthBridge Capital Management, LLC 0.18% Add +0.8% 13,947 $632K
Pinnacle Family Advisors, LLC 0.33% Reduce -35.8% 13,909 $630K
Burford Brothers, Inc. 0.33% Reduce -16.4% 13,900 $630K
Kiley Juergens Wealth Management, LLC 0.16% No change 13,821 $626K
Rehmann Capital Advisory Group 0.04% Add +48.2% 13,775 $624K
Central Bank & Trust Co. 0.09% Reduce -12.1% 13,751 $623K
Avidian Wealth Enterprises, LLC 0.03% Add +6.8% 13,730 $622K
Octavia Wealth Advisors, LLC 0.08% Reduce -5.4% 13,716 $622K
Goelzer Investment Management, Inc. 0.03% Reduce -0.9% 13,694 $621K
MCF Advisors LLC 0.04% Add +2.0% 13,634 $618K
Vantage Financial Partners, LLC 0.15% New 13,602 $616K
AdvisorNet Financial, Inc 0.05% Reduce -3.5% 13,567 $615K
Brown Brothers Harriman & Co. 0.00% Add +40.1% 13,538 $614K
Greenleaf Trust 0.01% Add +2.8% 13,523 $613K
Marathon Trading Investment Management LLC 0.29% Reduce -22.4% 13,494 $612K
Acropolis Investment Management, LLC 0.04% Reduce -5.8% 13,362 $606K
KMG Fiduciary Partners, LLC 0.05% Reduce -4.8% 13,298 $603K
Private Capital Management, LLC 0.07% Add +0.1% 13,282 $602K
VestGen Investment Management 0.17% Reduce -3.0% 13,193 $598K
Elgethun Capital Management 0.14% Add +0.0% 13,186 $598K
Granger Management LLC 0.12% No change 13,181 $597K
Empower Advisory Group, LLC 0.00% Reduce -5.8% 13,175 $597K
Executive Wealth Management, LLC 0.05% Reduce -1.9% 13,138 $595K
Mosley Wealth Management 0.41% Add +70.1% 12,584 $594K
Hennion & Walsh Asset Management, Inc. 0.03% Add +5.7% 13,093 $593K
Key Client Fiduciary Advisors, LLC 0.27% Add +7.8% 13,028 $590K
Diligent Investors, LLC 0.14% Reduce -0.3% 12,947 $587K
Gratus Wealth Advisors, LLC 0.10% Reduce -0.2% 12,948 $584K
Strategic Blueprint, LLC 0.04% Add +84.4% 12,859 $583K
Strategic Financial Concepts, LLC 0.19% Reduce -97.7% 12,832 $582K
Howe & Rusling Inc. 0.05% Reduce -43.4% 12,819 $581K
3EDGE Asset Management, LP 0.04% Reduce -64.5% 12,775 $579K
Legacy Wealth Management, LLC 0.04% New 12,767 $579K
Talisman Wealth Advisors LLC 0.61% Add +4.7% 12,799 $578K
Act Two Investors LLC 0.11% No change 12,743 $578K
Trust Co. of Oklahoma 0.19% Reduce -0.1% 12,726 $577K
Signaturefd, LLC 0.01% Add +4.4% 12,719 $576K
Peterson Wealth Management 0.37% Reduce -0.9% 12,707 $576K
Cornerstone Advisory, LLC 0.08% Add +0.3% 12,705 $576K
Bank of Hawaii 0.02% No change 12,662 $574K
Meridian Wealth Advisors, LLC 0.10% Reduce -13.2% 12,582 $570K
Shulman DeMeo Asset Management LLC 0.14% Add +0.0% 12,552 $569K
Condor Capital Management 0.05% Reduce -3.5% 12,526 $568K
River Wealth Advisors LLC 0.08% Reduce -7.4% 12,524 $568K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -0.8% 12,505 $567K
Lake Street Private Wealth, LLC 0.09% Reduce -5.3% 12,473 $565K
Holderness Investments Co. 0.12% Add +27.2% 12,469 $565K
Modus Advisors, LLC 0.19% No change 12,442 $564K
Point72 (DIFC) Ltd 0.04% Add +262.5% 12,346 $560K
Carr Financial Group Corp 0.17% Add +6.0% 12,289 $557K
Bragg Financial Advisors, Inc 0.02% Add +5.4% 12,288 $557K
1834 Investment Advisors Co. 0.06% Reduce -23.6% 12,227 $554K
Guardian Capital Advisors LP 0.05% No change 12,279 $554K
PFG Advisors 0.03% Add +11.6% 12,174 $552K
Caprock Group, LLC 0.02% Add +113.5% 12,161 $551K
Private Portfolio Partners LLC 0.10% Reduce -5.3% 12,160 $551K
tru Independence LLC 0.16% Add +22.1% 12,133 $550K
Choate Investment Advisors 0.01% No change 12,110 $549K
Courier Capital LLC 0.04% Add +8.6% 12,024 $545K
Old North State Trust, LLC 0.44% No change 12,000 $544K
GAMMA Investing LLC 0.05% No change 11,990 $543K
Cantor Fitzgerald Investment Advisors L.P. 0.04% New 11,977 $543K
Avantax Planning Partners, Inc. 0.02% Reduce -22.1% 11,970 $542K
EWG Elevate Inc. 0.22% Add +66.6% 11,969 $542K
First Wilshire Securities Management Inc. 0.15% No change 11,950 $542K
University of Texas/Texas Am Investment Management Co. 0.09% No change 11,949 $542K
Tempus Wealth Planning, LLC 0.20% Add +0.0% 11,922 $540K
Cumberland Partners Ltd 0.04% Add +3.0% 11,881 $538K
Clay Northam Wealth Management, LLC 0.37% No change 11,817 $536K
Up Strategic Wealth Investment Advisors LLC 0.60% No change 11,809 $535K
Oxford Financial Group, LTD. LLC 0.03% Add +0.0% 11,780 $534K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.1% 11,737 $532K
Braun Stacey Associates Inc. 0.02% Reduce -1.7% 11,717 $531K
Grassi Investment Management 0.05% Reduce -1.6% 11,718 $531K
Mathes Company, Inc. 0.19% Reduce -2.1% 11,700 $530K
James Investment Research, Inc. 0.06% No change 11,693 $530K
TruWealth Advisors, LLC 0.03% Reduce -6.4% 11,595 $526K
Legacy Wealth Asset Management, LLC 0.14% No change 11,590 $525K
Country Trust Bank 0.01% Reduce -2.0% 11,569 $524K
Zhang Financial LLC 0.03% Add +0.0% 11,544 $523K
Caldwell Sutter Capital, Inc. 0.24% No change 11,544 $523K
Kaydan Wealth Management, Inc. 0.15% No change 11,521 $522K
OneAscent Wealth Management LLC 0.20% New 11,472 $520K
WMS Partners, LLC 0.03% New 11,454 $519K
HM Payson & Co. 0.01% Add +14.5% 11,420 $518K
Interchange Capital Partners, LLC 0.18% Reduce -10.4% 11,356 $515K
L & S Advisors Inc 0.06% Reduce -97.3% 11,308 $512K
Ahl Investment Management, Inc. 0.35% No change 11,243 $510K
RPG Investment Advisory, LLC 0.07% Reduce -2.3% 11,236 $509K
Biltmore Family Office, LLC 0.09% No change 11,225 $509K
FineMark National Bank & Trust 0.02% Reduce -30.0% 11,184 $507K
Elevatus Welath Management 0.17% Add +13.3% 11,181 $507K
Wealth Advisory Solutions, LLC 0.14% Reduce -3.8% 11,129 $504K
Manhattan West Asset Management, LLC 0.13% Reduce -7.0% 11,115 $504K
Bristlecone Advisors, LLC 0.04% Reduce -4.3% 11,115 $504K
Key Financial Inc 0.11% Reduce -0.1% 11,113 $504K
Means Investment Co., Inc. 0.06% Add +0.0% 11,110 $504K
Good Life Advisors, LLC 0.03% Add +4.6% 11,105 $503K
Legacy Capital Group California, Inc. 0.17% Add +31.2% 11,075 $502K
Inspire Advisors, LLC 0.06% Add +33.9% 11,055 $501K
Jackson Hole Capital Partners, LLC 0.10% Reduce -5.5% 11,038 $500K
Flputnam Investment Management Co. 0.01% Add +2.7% 11,015 $499K
American State Bank (Iowa) 0.30% Reduce -0.3% 10,993 $498K
Allen Capital Group, LLC 0.06% Reduce -0.8% 10,974 $497K
Kaizen Financial Strategies 0.29% Add +22.7% 10,821 $490K
First Trust Direct Indexing L.P. 0.03% Add +37.2% 10,814 $490K
YHB Investment Advisors, Inc. 0.04% Reduce -17.4% 10,698 $485K
Elm Partners Management LLC 0.03% No change 10,652 $483K
Valley Wealth Managers, Inc. 0.04% Reduce -9.5% 10,546 $478K
Hexagon Capital Partners LLC 0.09% Reduce -6.9% 10,536 $477K
Southland Equity Partners LLC 0.12% Add +46.5% 10,502 $476K
Leo Wealth, LLC 0.04% Add +0.1% 10,470 $474K
Childress Capital Advisors, LLC 0.13% No change 10,452 $474K
NCP Inc. 0.27% Reduce -22.0% 10,400 $471K
Brave Asset Management Inc. 0.12% Reduce -4.3% 10,374 $470K
Channel Wealth LLC 0.15% Add +9.9% 10,302 $467K
Seven Springs Wealth Group, LLC 0.17% No change 10,262 $465K
Eldridge Investment Advisors, Inc. 0.11% Add +0.0% 10,206 $463K
LifePro Asset Management 0.28% Reduce -3.4% 10,200 $462K
Blue Trust, Inc. 0.01% Add +60.9% 11,236 $462K
Raab & Moskowitz Asset Management LLC 0.12% Add +7.1% 10,174 $461K
Arlington Trust Co LLC 0.10% Reduce -10.9% 10,165 $461K
Modera Wealth Management, LLC 0.01% Add +1.8% 10,153 $460K
Headlands Technologies LLC 0.05% New 10,147 $460K
United Advisor Group, LLC 0.10% New 10,057 $456K
USA Financial Formulas 0.07% Reduce -1.5% 10,047 $455K
Aviance Capital Partners, LLC 0.06% Add +0.3% 10,046 $455K
Select Asset Management & Trust 0.17% No change 10,035 $455K
Drexel Morgan & Co. 0.08% No change 10,000 $453K
Levin Capital Strategies, L.P. 0.04% No change 10,000 $453K
Lodestone Wealth Management LLC 0.23% Reduce -1.4% 9,998 $453K
Arete Wealth Advisors, LLC 0.04% New 10,018 $453K
KWB Wealth 0.06% Add +2.6% 10,969 $451K
KFA Private Wealth Group, LLC 0.21% Add +0.2% 9,938 $450K
Bedel Financial Consulting, Inc. 0.06% No change 9,909 $449K
Ellevest, Inc. 0.02% Add +9.1% 9,823 $445K
Destination Wealth Management 0.01% New 9,812 $445K
Sterling Investment Management, LLC 0.34% Reduce -0.6% 9,799 $444K
MGB Wealth Management, LLC 0.16% No change 9,777 $442K
Amplius Wealth Advisors, LLC 0.05% No change 9,723 $441K
Whittier Trust Co. of Nevada Inc. 0.01% No change 9,719 $440K
Berkeley Capital Partners, LLC 0.13% New 9,710 $440K
Milestone Investment Advisors LLC 0.12% No change 9,701 $440K
Composition Wealth, LLC 0.01% Add +87.9% 9,665 $438K
Strategic Family Wealth Counselors, L.L.C. 0.15% Add +0.2% 9,606 $435K
Royal Capital Wealth Management, LLC 0.31% Add +0.0% 9,600 $435K
First Citizens Bank & Trust Co. 0.01% Add +9.7% 9,599 $435K
KKM Financial LLC 0.21% No change 9,568 $434K
Chicago Partners Investment Group LLC 0.02% Reduce -1.5% 9,190 $433K
Obsidian Cio, LLC 0.09% Add +3.6% 9,525 $432K
Strategic Wealth Partners, Ltd. 0.04% Reduce -16.1% 9,465 $429K
SpiderRock Advisors, LLC 0.01% Reduce -7.8% 9,440 $428K
Smith Chas P & Associates Pa Cpas 0.02% Add +7.2% 9,419 $427K
STAR Financial Bank 0.29% Reduce -4.1% 9,398 $426K
Analyst IMS Investment Management Services Ltd. 0.02% No change 9,325 $423K
Moneco Advisors, LLC 0.05% Add +1.0% 9,311 $422K
Daymark Wealth Partners, LLC 0.02% Add +7.5% 9,272 $420K
Fusion Capital, LLC 0.18% Add +0.3% 9,231 $418K
Gerber, LLC 0.30% Reduce -0.1% 9,116 $413K
Breed's Hill Capital LLC 0.34% No change 9,100 $412K
Sound View Wealth Advisors Group, LLC 0.03% Add +15.7% 9,081 $412K
Rothschild Investment LLC 0.03% Add +0.1% 9,016 $409K
ProVise Management Group, LLC 0.03% Reduce -0.1% 8,966 $406K
Solutions 4 Wealth, Ltd 0.79% Reduce -84.7% 8,955 $406K
Richardson Capital Management LLC 0.28% No change 8,944 $405K
Capital Advisors Inc. 0.01% Reduce -2.1% 8,916 $404K
Cinctive Capital Management LP 0.02% New 8,901 $403K
Creegan & Nassoura Financial Group, LLC 0.25% Reduce -1.1% 8,900 $403K
Johnson Financial Group, Inc. 0.02% Add +165.9% 8,893 $403K
Moloney Securities Asset Management, LLC 0.05% Reduce -2.7% 8,860 $402K
All Terrain Financial Advisors, LLC 0.15% Add +0.0% 8,834 $400K
Forum Financial Management, LP 0.01% Add +0.1% 8,798 $399K
Destiny Capital Corp 0.25% No change 8,615 $399K
Bourgeon Capital Management LLC 0.08% Add +15.4% 8,795 $399K
Pure Financial Advisors, LLC 0.01% Add +5.9% 8,765 $397K
Sebold Capital Management, Inc. 0.26% Reduce -1.0% 8,683 $394K
Wealth Effects LLC 0.14% Add +24.6% 8,597 $390K
Formidable Asset Management, LLC 0.06% Reduce -15.8% 8,590 $389K
BluePointe Capital Management, LLC 0.25% Reduce -0.0% 8,588 $389K
Aries Wealth Management 0.11% Reduce -14.9% 8,554 $388K
Fourpath Capital Management, LLC 0.07% New 8,553 $388K
First County Bank 0.19% New 8,521 $386K
SlateStone Wealth, LLC 0.03% No change 8,527 $386K
Mosaic Financial Group, LLC 0.27% Reduce -0.5% 8,499 $385K
Comprehensive Wealth Management, LLC 0.25% Add +4.4% 8,472 $384K
Aurora Private Wealth, Inc. 0.30% Reduce -7.2% 8,450 $383K
Delta Financial Group, Inc. 0.14% Reduce -0.1% 8,434 $382K
One Wealth Management Investment & Advisory Services, LLC 0.67% Add +2.7% 8,419 $382K
Edge Capital Group, LLC 0.02% Reduce -2.6% 8,382 $380K
Centennial Bank 0.17% No change 8,377 $380K
SFE Investment Counsel 0.08% Reduce -6.1% 8,353 $379K
Oxinas Partners, LLC 0.23% Reduce -0.2% 8,344 $378K
Integral Investment Advisors, Inc. 0.10% Reduce -5.7% 8,334 $378K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 8,285 $375K
Ritholtz Wealth Management 0.01% Reduce -18.6% 8,248 $374K
Diversified, LLC 0.04% Reduce -3.0% 8,232 $373K
Diversified Enterprises, LLC 0.04% — 8,232 $373K
LMR Partners LLP 0.01% New 8,186 $371K
Herold Advisors, Inc. 0.08% Add +3.9% 8,138 $369K
Duncker Streett & Co. Inc. 0.07% Add +1.4% 8,073 $366K
Pine Haven Investment Counsel, Inc 0.30% Reduce -27.1% 8,070 $366K
Manchester Capital Management LLC 0.04% Add +3.6% 8,039 $364K
Sage Capital Advisors,llc 0.09% Reduce -1.8% 8,024 $364K
Strategies Wealth Advisors, LLC 0.05% Reduce -3.6% 8,020 $363K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -20.0% 8,000 $363K
Cowa, LLC 0.17% Reduce -3.6% 8,000 $363K
Centiva Capital, LP 0.02% Reduce -55.6% 8,000 $363K
Financial Engines Advisors L.L.C. 0.00% Reduce -10.1% 7,996 $362K
Hazlett, Burt & Watson, Inc. 0.17% Add +0.1% 7,968 $361K
McElhenny Sheffield Capital Management, LLC 0.12% Reduce -97.8% 7,921 $359K
Exchange Capital Management, Inc. 0.06% Reduce -24.8% 7,917 $359K
Romano Brothers and Company 0.04% Reduce -0.6% 7,894 $358K
Ascentis Independent Advisors 0.06% Add +6.8% 7,881 $357K
Bouchey Financial Group, Ltd. 0.03% Add +7.7% 7,855 $356K
Wilson & Boucher Capital Management, LLC 0.25% Add +20.8% 7,850 $356K
Icon Wealth Advisors, LLC 0.03% New 7,848 $356K
Sharkey, Howes & Javer 0.05% New 7,842 $355K
Cadent Capital Advisors, LLC 0.12% Reduce -16.9% 7,829 $355K
Journey Strategic Wealth LLC 0.01% Add +2.1% 7,824 $355K
First Heartland Consultants, Inc. 0.04% Add +0.6% 7,808 $354K
Gallacher Capital Management LLC 0.16% Add +2.3% 7,802 $354K
Riverview Capital Advisers, LLC 0.11% No change 7,752 $351K
Proffitt & Goodson Inc. 0.06% Reduce -6.8% 7,741 $351K
Loudon Investment Management, LLC 0.19% No change 7,740 $351K
InTrack Investment Management Inc 0.25% Reduce -2.1% 7,714 $350K
First Financial Bank - Trust Division 0.03% Add +1.8% 7,689 $348K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.10% Add +12.0% 7,675 $348K
Addison Advisors LLC 0.10% Reduce -13.3% 7,669 $348K
High Falls Advisors, Inc 0.08% Add +15.9% 7,609 $345K
Florida Trust Wealth Management Co 0.01% Add +0.5% 7,604 $345K
Summit Trail Advisors, LLC 0.01% No change 7,600 $344K
Atlantic Union Bankshares Corp 0.02% No change 7,593 $344K
Tyche Wealth Partners LLC 0.08% Add +1.9% 7,545 $342K
First United Bank & Trust 0.12% Add +2.1% 7,508 $340K
Lanark Financial, Inc. 0.03% Reduce -3.2% 7,459 $338K
Bison Wealth, LLC 0.05% Add +4.6% 7,430 $337K
Guyasuta Investment Advisors Inc. 0.02% New 7,430 $337K
Sonora Investment Management Group, LLC 0.03% Reduce -22.5% 7,406 $336K
Investment Advisory Services Inc. /TX 0.12% Reduce -2.6% 7,370 $334K
Baldwin Investment Management, LLC 0.04% Reduce -3.3% 7,360 $334K
Smith Thornton Advisors LLC 0.22% No change 7,328 $332K
LongView Wealth Management 0.11% Add +0.1% 7,317 $332K
Carret Asset Management, LLC 0.04% Add +2.1% 7,316 $332K
LFA - Lugano Financial Advisors SA 0.22% No change 7,300 $331K
MSH Capital Advisors LLC 0.10% Reduce -4.8% 7,266 $329K
Vista Investment Management 0.12% Reduce -2.8% 7,250 $329K
Aspen Investment Management Inc 0.15% Reduce -1.4% 7,233 $328K
Harmony Asset Management LLC 0.12% Reduce -13.0% 7,189 $326K
Parsons Capital Management Inc. 0.02% Add +2.1% 7,179 $325K
Liberty Wealth Management LLC 0.06% Reduce -2.8% 7,164 $325K
Trivium Point Advisory, LLC 0.04% Add +28.5% 6,483 $323K
Agate Pass Investment Management, LLC 0.16% Reduce -16.6% 7,108 $322K
Harbor Capital Advisors, Inc. 0.01% Add +124.4% 7,095 $322K
Clare Market Investments LLC 0.08% Reduce -33.0% 7,088 $321K
Milestone Asset Management, LLC 0.07% Add +12.7% 7,048 $319K
Accredited Investors Inc. 0.02% No change 7,045 $319K
LifeSteps Financial, Inc. 0.25% Reduce -7.9% 7,023 $318K
CRA Financial Services, LLC 0.06% Reduce -1.7% 7,000 $317K
Householder Group Estate & Retirement Specialist, LLC 0.09% Reduce -23.7% 6,997 $317K
Register Financial Advisors LLC 0.16% Add +1.1% 6,988 $317K
Meridian Financial Advisors, LLC 0.21% Add +6.1% 6,980 $316K
IPG Investment Advisors LLC 0.07% Add +35.1% 6,946 $315K
Black Diamond Financial, LLC 0.05% No change 6,928 $314K
Arkos Global Advisors 0.05% Add +1.4% 6,910 $313K
Gradient Investments LLC 0.01% Reduce -9.8% 6,903 $313K
Firestone Capital Management 0.08% Reduce -7.8% 6,897 $313K
Legacy Edge Advisors, LLC 0.05% New 6,858 $311K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.3% 6,845 $310K
Pointe Capital Management LLC 0.18% Add +0.0% 6,837 $310K
Advisors Preferred, LLC 0.05% Add +62.1% 6,870 $310K
Silvercrest Asset Management Group LLC 0.00% Add +0.1% 6,793 $308K
Measured Wealth Private Client Group, LLC 0.10% Reduce -44.8% 6,778 $307K
JMG Financial Group, Ltd. 0.01% No change 6,765 $307K
Summit X, LLC 0.07% Reduce -4.5% 7,439 $306K
Independence Bank of Kentucky 0.07% Add +209.4% 6,741 $306K
Mattern Wealth Management LLC 0.07% No change 6,726 $305K
Aull & Monroe Investment Management Corp 0.14% No change 6,709 $304K
Core Wealth Partners LLC 0.18% Add +0.3% 6,677 $303K
Tiller Private Wealth, Inc. 0.13% New 6,654 $302K
Chapin Davis, Inc. 0.10% No change 6,635 $301K
Holland Advisory Services, Inc. 0.39% No change 6,620 $300K
Altfest L J & Co. Inc. 0.04% No change 6,594 $299K
Opinicus Capital, Inc. 0.24% Add +1.2% 6,588 $299K
Clarity Capital Advisors, LLC 0.21% Add +0.4% 6,576 $298K
Clarius Group, LLC 0.02% No change 6,550 $297K
Ancora Advisors LLC 0.01% Reduce -8.3% 6,550 $297K
DLK Investment Management, LLC 0.11% Reduce -0.6% 6,537 $296K
Pinnacle Financial Partners Inc 0.01% Add +2.6% 6,497 $294K
Fiduciary Family Office, LLC 0.10% New 6,483 $294K
Pinnacle Financial Group, LLC / IL 0.12% Add +11.4% 6,480 $294K
Sonata Capital Group Inc. 0.12% Add +0.9% 6,461 $293K
Bluespring Wealth Management, LLC 0.03% No change 6,445 $292K
Magnolia Capital Management Ltd. 0.23% No change 6,430 $291K
Eagle Ridge Investment Management 0.03% No change 6,415 $291K
Coldstream Capital Management Inc. 0.01% New 6,337 $287K
Main Street Financial Solutions, LLC 0.03% Add +0.2% 6,337 $287K
Continuum Advisory, LLC 0.04% Add +9.5% 5,776 $287K
Second Line Capital, LLC 0.08% Reduce -0.8% 6,310 $286K
Arcataur Capital Management LLC 0.10% Reduce -2.9% 6,306 $286K
Marvin & Palmer Associates Inc. 0.24% New 6,270 $284K
Financial Sense Advisors, Inc. 0.08% New 6,265 $284K
LaSalle St. Investment Advisors, LLC 0.11% Reduce -45.1% 6,241 $282K
Arista Wealth Management, LLC 0.07% No change 6,215 $282K
Asset Management Group, Inc. 0.04% Add +0.2% 6,212 $282K
SageView Advisory Group, LLC 0.01% Reduce -23.6% 6,203 $281K
Maxwell Wealth Strategies Inc. 0.12% No change 6,000 $280K
Autumn Glory Partners, LLC 0.11% No change 6,172 $280K
Avestar Capital, LLC 0.03% Reduce -9.3% 6,155 $279K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.1% 5,188 $279K
Panoramic Investment Advisors, LLC 0.19% — 6,130 $278K
Fortem Financial Group, LLC 0.11% New 6,105 $277K
Meridian Investment Counsel Inc. 0.08% Reduce -16.5% 6,080 $276K
Turtle Creek Wealth Advisors, LLC 0.06% No change 6,061 $275K
Retirement Income Solutions, Inc. 0.06% Add +11.4% 6,059 $275K
Avion Wealth 0.07% Reduce -12.8% 6,039 $273K
BIP Wealth, LLC 0.02% Add +0.4% 6,015 $273K
Pekin Hardy Strauss, Inc. 0.03% No change 5,965 $270K
Twin Capital Management Inc. 0.03% Reduce -4.8% 5,955 $270K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 5,940 $269K
Savvy Advisors, Inc. 0.05% New 5,923 $268K
Cyndeo Wealth Partners, LLC 0.02% New 5,896 $267K
Warther Private Wealth, LLC 0.09% Reduce -0.6% 5,887 $267K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -51.8% 5,829 $264K
Eastern Bank 0.00% New 5,819 $264K
American National Bank & Trust 0.03% Reduce -11.2% 5,812 $263K
Fonville Wealth Management LLC 0.09% New 5,810 $263K
Brown Miller Wealth Management, LLC 0.10% Reduce -39.0% 5,801 $263K
BlueSky Wealth Advisors, LLC 0.04% No change 5,793 $263K
Bulltick Wealth Management, LLC 0.07% New 5,788 $262K
Peoples Financial Services Corp. 0.12% No change 5,775 $262K
Berkshire Asset Management LLC 0.01% No change 6,349 $261K
Marion Wealth Management 0.07% Reduce -0.2% 5,747 $260K
Lakeridge Wealth Management LLC 0.14% Add +0.3% 5,740 $260K
Whalen Wealth Management Inc. 0.18% Add +1.0% 5,728 $260K
SilverOak Wealth Management LLC 0.06% Add +1.2% 5,727 $260K
Embree Financial Group 0.05% Add +5.0% 5,727 $260K
Cape Investment Advisory, Inc. 0.10% Add +2.8% 5,706 $259K
Schmidt P J Investment Management Inc. 0.04% No change 5,681 $257K
CWA Asset Management Group, LLC 0.01% — 5,675 $257K
Summit Financial Strategies, Inc. 0.03% No change 5,672 $257K
Horrell Capital Management, Inc. 0.08% No change 5,681 $257K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $257K
Clarity Capital Partners LLC 0.15% New 5,654 $256K
First International Bank & Trust 0.08% No change 5,649 $256K
HCR Wealth Advisors 0.03% Reduce -3.7% 5,647 $256K
Acorn Wealth Advisors, LLC 0.11% Reduce -10.9% 5,642 $256K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.4% 5,624 $255K
Mayflower Financial Advisors, LLC 0.04% Reduce -14.3% 5,604 $254K
Arcus Capital Partners, LLC 0.09% Add +0.4% 5,600 $254K
Arlington Capital Management, Inc. 0.21% Add +4.1% 5,599 $254K
Innova Wealth Partners 0.21% Reduce -95.4% 5,599 $254K
180 Wealth Advisors, LLC 0.04% No change 5,599 $254K
Zimmermann Investment Management & Planning LLC 0.08% Add +0.9% 5,587 $253K
Dynamic Wealth Strategies, LLC 0.21% Reduce -1.4% 5,587 $253K
Alpha Financial Partners LLC 0.18% New 5,557 $252K
Ehrlich Financial Group 0.18% Reduce -6.8% 5,557 $252K
Fort Point Capital Partners LLC 0.03% New 5,540 $251K
SignalPoint Asset Management, LLC 0.06% Add +0.0% 5,529 $250K
Lokken Investment Group LLC 0.10% Reduce -9.1% 5,484 $249K
Pictet North America Advisors SA 0.02% No change 5,467 $248K
Certuity, LLC 0.03% Reduce -48.0% 5,422 $246K
Sapient Capital LLC 0.00% Reduce -3.9% 5,409 $245K
Wealth Architects, LLC 0.03% No change 5,405 $245K
Athena Investment Management 0.14% No change 5,400 $245K
Wealth Alliance Advisory Group, LLC 0.05% Add +0.0% 5,395 $244K
Clearwater Capital Advisors, LLC 0.02% Add +1.4% 5,394 $244K
FWG Holdings, LLC 0.12% No change 5,177 $244K
Thompson Siegel & Walmsley LLC 0.00% New 5,380 $244K
Round Rock Advisors LLC 0.06% Reduce -1.3% 5,362 $243K
Carnegie Lake Advisors LLC 0.10% — 5,316 $241K
FSM Wealth Advisors, LLC 0.06% Reduce -3.6% 5,317 $241K
Dopkins Wealth Management, LLC 0.19% No change 5,305 $240K
Allred Capital Management, LLC 0.09% Add +0.3% 5,299 $240K
Fifth Third Wealth Advisors LLC 0.01% New 5,279 $239K
Parcion Private Wealth LLC 0.02% Reduce -23.6% 5,260 $238K
Narwhal Capital Management 0.02% No change 5,250 $238K
Precedent Wealth Partners, LLC 0.08% No change 5,244 $238K
Alpha Cubed Investments, LLC 0.01% New 5,234 $237K
Flagstone Financial Management 0.08% New 5,227 $237K
Gradient Capital Advisors, LLC 0.08% Add +0.0% 5,198 $236K
Graves Light Lenhart Wealth, Inc. 0.03% New 5,181 $235K
First National Corp. /Ma/ 0.05% Add +0.3% 5,150 $233K
Patron Partners, LLC 0.13% Reduce -33.4% 5,150 $233K
Beacon Bridge Wealth Partners, LLC 0.10% New 5,148 $233K
Farmers & Merchants Investments Inc. 0.01% No change 5,133 $233K
Verus Capital Partners, LLC 0.02% Reduce -6.1% 5,129 $232K
Stock Yards Bank & Trust Co. 0.01% New 5,122 $232K
Sterling Investment Counsel, LLC 0.08% No change 5,089 $231K
Shufro Rose & Co. LLC 0.02% No change 5,600 $230K
Faithward Advisors, LLC 0.04% Reduce -16.5% 5,072 $230K
Ironwood Investment Counsel, LLC 0.04% Reduce -24.8% 5,061 $229K
Avalon Capital Management 0.07% No change 5,050 $229K
Resurgent Financial Advisors LLC 0.13% New 5,028 $228K
Friedenthal Financial 0.13% New 5,011 $227K
Winthrop Advisory Group LLC 0.03% Reduce -3.6% 5,011 $227K
First National Bank of Mount Dora, Trust Investment Services 0.05% No change 4,998 $227K
Claret Asset Management Corp 0.04% Reduce -2.0% 4,995 $226K
Pinnacle Bancorp, Inc. 0.06% No change 4,986 $226K
New Century Financial Group, LLC 0.08% New 4,975 $225K
Magnolia Capital Advisors LLC 0.11% New 4,956 $225K
Gray Private Wealth, LLC 0.13% Add +0.2% 4,941 $224K
Patrick M Sweeney & Associates, Inc. 0.16% No change 4,924 $223K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -4.3% 4,914 $223K
Kapstone Financial Advisors LLC 0.13% No change 4,924 $222K
Rockbridge Investment Management, LCC 0.03% New 4,902 $222K
Naples Money Management LLC 0.19% Reduce -2.7% 4,873 $221K
Myecfo, LLC 0.12% Reduce -4.0% 4,855 $220K
Cedar Wealth Management, LLC 0.07% Add +5.4% 4,855 $220K
Allegheny Financial Group 0.05% New 4,818 $218K
Fairhaven Wealth Management, LLC 0.07% New 4,787 $217K
Nikulski Financial, Inc. 0.06% New 4,785 $217K
Diversified Portfolios, Inc. 0.02% New 4,750 $215K
Grandview Asset Management LLC 0.12% New 4,751 $215K
Chicago Capital, LLC 0.01% New 4,739 $215K
Resources Management Corp. /CT/ 0.03% No change 4,703 $213K
First Western Trust Bank 0.01% New 4,699 $213K
Lazari Capital Management, Inc. 0.09% New 4,686 $212K
Wellington Wealth Strategies, LLC. 0.16% New 4,564 $212K
Safeguard Financial, LLC 0.05% New 4,679 $212K
Dearborn Partners LLC 0.01% New 4,657 $211K
Donaldson Capital Management, LLC 0.01% New 4,653 $211K
Coastwise Capital Group, LLC 0.17% New 4,648 $211K
Tortoise Investment Management, LLC 0.02% Add +14.6% 4,633 $210K
Beacon Investment Advisory Services, Inc. 0.01% New 4,626 $210K
Sawgrass Asset Management LLC 0.02% New 4,625 $210K
Sloy Dahl & Holst, LLC 0.04% New 4,609 $209K
Wolff Wiese Magana LLC 0.14% Reduce -4.2% 4,605 $209K
Titleist Asset Management, LLC 0.03% New 4,603 $209K
BBR Partners, LLC 0.02% New 4,601 $209K
Marex Group Ltd 0.00% New 4,598 $208K
Aua Capital Management, LLC 0.12% New 4,596 $208K
Optimum Investment Advisors 0.09% No change 4,573 $207K
Invera Wealth Advisors, LLC 0.21% New 4,250 $207K
Tennessee Valley Asset Management Partners 0.03% New 4,554 $206K
Americana Partners, LLC 0.01% New 4,553 $206K
First National Bank & Trust Co. of Newtown 0.04% New 4,551 $206K
Financial Partners Group, Inc 0.03% New 4,544 $206K
Wulff, Hansen & Co. 0.19% New 4,515 $205K
Integrity Financial Corp 0.12% No change 4,496 $204K
Boston Financial Mangement LLC 0.01% New 4,480 $203K
Sheaff Brock Investment Advisors, LLC 0.02% New 4,465 $202K
Sweeney & Michel, LLC 0.08% New 4,242 $202K
Sage Capital Management, LLC 0.10% New 4,447 $202K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Reduce -60.7% 4,442 $201K
Lion Street Advisors, LLC 0.07% New 4,435 $201K
Orleans Capital Management Corp. 0.11% New 4,430 $201K
Sage Mountain Advisors LLC 0.02% No change 4,388 $199K
Angeles Wealth Management, LLC 0.02% Add +114.3% 4,313 $195K
Marquette Asset Management, LLC 0.03% New 4,290 $194K
FinTrust Capital Advisors, LLC 0.03% Reduce -22.4% 4,161 $189K
Coppell Advisory Solutions LLC 0.03% Reduce -3.0% 4,079 $184K
Cassady Schiller Wealth Management, LLC 0.07% Add +0.3% 4,026 $182K
Bollard Group LLC 0.00% Add +0.3% 3,937 $178K
Colonial Trust Co / SC 0.03% Add +33.3% 3,800 $172K
Colonial Trust Advisors 0.01% Add +748.0% 3,714 $168K
Carolinas Wealth Consulting LLC 0.03% Add +11.3% 3,674 $167K
First Command Advisory Services, Inc. 0.00% No change 3,672 $166K
Chesapeake Asset Management LLC 0.14% No change 3,660 $166K
West Oak Capital, LLC 0.08% No change 3,612 $164K
Sunbelt Securities, Inc. 0.02% Add +0.3% 3,550 $161K
Wintrust Investments LLC 0.12% Reduce -90.0% 3,530 $160K
Washington Growth Strategies LLC 6.06% — 7,252 $159K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.8% 3,505 $159K
Gables Capital Management Inc. 0.08% Reduce -5.4% 3,500 $159K
Byrne Asset Management LLC 0.11% Add +0.6% 3,416 $155K
Bangor Savings Bank 0.01% Reduce -1.7% 3,277 $149K
Planned Solutions, Inc. 0.06% New 3,190 $145K
Blue Bell Private Wealth Management, LLC 0.03% No change 3,136 $142K
Quantbot Technologies LP 0.01% New 3,115 $141K
Harbor Investment Advisory, LLC 0.01% Add +6.4% 3,114 $141K
Arax Advisory Partners 0.01% No change 3,039 $138K
Provident Wealth Management, LLC 0.05% No change 3,000 $136K
Nvwm, LLC 0.03% No change 3,000 $136K
Community Bank, N.A. 0.02% No change 2,980 $135K
Global Wealth Strategies & Associates 0.04% No change 2,909 $132K
Global Trust Asset Management, LLC 0.05% New 2,900 $131K
NorthRock Partners, LLC 0.00% Add +17.3% 2,812 $127K
Dunhill Financial, LLC 0.06% No change 2,700 $122K
United Community Bank 0.05% No change 2,639 $120K
Hartford Financial Management Inc. 0.02% No change 2,600 $118K
Princeton Global Asset Management LLC 0.02% Reduce -12.6% 2,594 $118K
Northwest Financial Advisors 0.09% New 2,532 $115K
McIlrath & Eck, LLC 0.01% Add +0.9% 2,506 $114K
Rice Partnership, LLC 0.02% No change 2,500 $113K
Bogart Wealth, LLC 0.01% Add +1.0% 2,449 $111K
Barrett & Company, Inc. 0.05% Add +1.0% 2,428 $110K
Perkins Coie Trust Co 0.02% No change 2,407 $109K
Winthrop Capital Management, LLC 0.05% No change 2,405 $109K
Beacon Capital Management, LLC 0.02% Add +6.2% 2,401 $109K
Providence Capital Advisors, LLC 0.02% Add +10.5% 2,377 $108K
Banque Cantonale Vaudoise 0.00% Add +56.6% 2,338 $106K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $105K
Russell Investments Group, Ltd. 0.00% Add +188.1% 2,308 $105K
Elevation Wealth Partners, LLC 0.04% Add +13.2% 2,212 $100K
Oakworth Capital, Inc. 0.01% Add +141.6% 2,167 $98K
Compass Wealth Management LLC 0.02% No change 2,150 $97K
Plante Moran Financial Advisors, LLC 0.01% Add +25.6% 2,115 $96K
Hanson & Doremus Investment Management 0.02% No change 2,088 $95K
St Germain D J Co. Inc. 0.00% Reduce -13.2% 2,094 $95K
Investors Research Corp 0.02% No change 2,086 $95K
Hamilton Point Investment Advisors, LLC 0.02% New 2,000 $91K
Mather Group, Llc. 0.00% Reduce -80.8% 1,958 $89K
Nemes Rush Group LLC 0.01% No change 2,096 $88K
Clear Point Advisors Inc. 0.07% No change 1,948 $88K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $88K
VitalStone Financial, LLC 0.06% Reduce -52.4% 1,928 $87K
Fairscale Capital, LLC 0.08% No change 1,922 $87K
Private Capital Management LLC 0.02% Add +37.5% 1,905 $86K
Planning Capital Management Corp 0.06% Add +14.4% 1,887 $86K
Winch Advisory Services, LLC 0.02% Add +0.4% 1,872 $85K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -27.7% 1,826 $83K
Indiana Trust & Investment Management Co 0.03% Add +11.4% 1,810 $82K
Fairfield Financial Advisors, LTD 0.03% Add +0.2% 1,770 $80K
Missouri Trust & Investment Co 0.03% Reduce -11.4% 1,755 $80K
Syntax Research, Inc. 0.05% No change 1,737 $79K
Edmond DE Rothschild Holding S.A. 0.00% New 1,712 $78K
MeadowBrook Investment Advisors LLC 0.07% No change 1,705 $77K
Financial Perspectives, Inc 0.03% No change 1,681 $76K
New Republic Capital, LLC 0.04% Reduce -13.9% 1,614 $73K
Davis Capital Management 0.06% No change 1,602 $73K
Park Place Capital Corp 0.02% Reduce -15.0% 1,581 $72K
HHM Wealth Advisors, LLC 0.01% Reduce -2.3% 1,559 $71K
Peterson Financial Group, Inc. 0.26% New 1,517 $69K
Wellington Shields & Co., LLC 0.02% No change 1,502 $68K
Covestor Ltd 0.04% Add +3.0% 1,509 $68K
Legacy Bridge, LLC 0.04% No change 1,485 $67K
Future Financial Wealth Managment LLC 0.05% New 1,470 $67K
First Personal Financial Services 0.01% No change 1,444 $65K
Coston, McIsaac & Partners 0.02% No change 1,452 $65K
TruNorth Capital Management, LLC 0.02% No change 1,361 $62K
Old Second National Bank of Aurora 0.01% No change 1,338 $61K
Founders Capital Management 0.04% Add +0.2% 1,327 $60K
Truvestments Capital LLC 0.02% New 1,308 $59K
Caitlin John, LLC 0.04% Reduce -4.6% 1,173 $58K
CGC Financial Services, LLC 0.02% No change 1,280 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +10.7% 1,261 $57K
Pacific Center for Financial Services 0.01% Reduce -78.0% 1,256 $57K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,250 $57K
Tompkins Financial Corp. 0.01% Reduce -5.3% 1,232 $56K
Bare Financial Services, Inc 0.02% No change 1,217 $55K
Frazier Financial Advisors, LLC 0.04% Reduce -10.0% 1,212 $55K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,206 $55K
Capital Analysts, LLC 0.00% Reduce -2.5% 1,186 $54K
SYM FINANCIAL Corp 0.01% No change 1,183 $54K
Reston Wealth Management LLC 0.02% New 1,183 $54K
Gilliland Jeter Wealth Management LLC 0.02% Add +0.3% 1,146 $52K
Olistico Wealth, LLC 0.03% No change 1,132 $51K
Claris Advisors, LLC / Mo / 0.02% New 1,105 $50K
Tidemark, LLC 0.02% No change 1,038 $47K
Ransom Advisory, Ltd 0.02% No change 1,025 $46K
Wagner Wealth Management, LLC 0.01% Add +0.4% 1,021 $46K
Sittner & Nelson, LLC 0.02% No change 1,014 $46K
WFA Asset Management Corp 0.02% Add +0.3% 1,008 $46K
Bellevue Asset Management, LLC 0.02% No change 1,000 $45K
Armor Investment Advisors, LLC 0.02% No change 978 $44K
Trust Co. of Vermont 0.00% No change 975 $44K
Briaud Financial Planning Inc 0.02% No change 983 $44K
ORG Partners LLC 0.01% Add +95.9% 956 $43K
Grove Bank & Trust 0.01% Reduce -81.5% 931 $42K
LGT Financial Advisors LLC 0.10% Add +218.6% 924 $42K
Field & Main Bank 0.01% No change 890 $40K
Asset Dedication, LLC 0.00% No change 879 $40K
Annapolis Financial Services, LLC 0.01% No change 855 $39K
Archer Investment Corp 0.01% Reduce -2.0% 847 $38K
Dagco, Inc. 0.02% Reduce -41.7% 840 $38K
Legacies Wealth LLC 0.03% No change 800 $36K
Highline Wealth Partners LLC 0.01% No change 799 $36K
First Community Trust NA 0.03% Reduce -20.2% 789 $36K
Rational Advisors, Inc. 0.00% New 749 $34K
Bell Investment Advisors, Inc 0.01% No change 748 $34K
Center for Financial Planning, Inc. 0.00% No change 725 $33K
Versant Capital Management, Inc 0.01% Reduce -57.8% 720 $33K
Natixis 0.00% Reduce -99.9% 702 $32K
RE Dickinson Investment Advisors, LLC 0.02% No change 700 $32K
Raleigh Capital Management Inc. 0.01% Reduce -97.8% 693 $31K
Oliver Lagore Vanvalin Investment Group 0.01% Add +12.0% 690 $31K
Financial Network Wealth Advisors LLC 0.03% No change 687 $31K
Concord Wealth Partners 0.01% Add +11.6% 673 $31K
Capital Investment Counsel, Inc 0.00% No change 650 $29K
Baldwin Wealth Partners LLC 0.00% Reduce -7.1% 650 $29K
Transcendent Capital Group LLC 0.01% Add +4000.0% 615 $28K
Northwest Capital Management Inc 0.01% No change 610 $28K
Rosenberg Matthew Hamilton 0.01% Add +49.6% 609 $28K
Rakuten Securities, Inc. 0.01% Add +212.4% 603 $27K
West Paces Advisors Inc. 0.01% No change 600 $27K
Guardian Wealth Advisors, LLC / NC 0.00% Add +0.3% 589 $27K
CarsonAllaria Wealth Management, Ltd. 0.01% New 574 $26K
Godsey & Gibb, Inc. 0.00% Add +20.5% 559 $25K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 524 $24K
Boyd Watterson Asset Management LLC 0.01% No change 500 $23K
Investment Research & Advisory Group, Inc. 0.01% Add +3.4% 492 $22K
Hobbs Group Advisors, LLC 0.01% No change 480 $22K
Clearstead Trust, LLC 0.01% No change 465 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -18.4% 427 $19K
SJS Investment Consulting Inc. 0.00% No change 424 $19K
Mascoma Wealth Management LLC 0.00% No change 422 $19K
Valley National Advisers Inc. 0.00% Reduce -61.5% 438 $19K
FSA Wealth Management LLC 0.01% — 400 $18K
TD Capital Management LLC 0.00% No change 400 $18K
BOK Financial Private Wealth, Inc. 0.00% Reduce -71.4% 400 $18K
First PREMIER Bank 0.00% Reduce -8.4% 405 $18K
Pacifica Partners Inc. 0.01% Reduce -20.2% 395 $18K
Matrix Private Capital Group LLC 0.01% No change 390 $18K
Halpern Financial, Inc. 0.00% New 375 $17K
REAP Financial Group, LLC 0.00% Reduce -3.2% 363 $16K
Oarsman Capital, Inc. 0.00% New 360 $16K
Kiely Wealth Advisory Group, Inc. 0.01% No change 300 $15K
CBIZ Investment Advisory Services, LLC 0.00% Add +33.8% 313 $14K
Financial Management Professionals, Inc. 0.00% Reduce -69.2% 307 $14K
Abound Wealth Management 0.00% No change 292 $13K
Strengthening Families & Communities, LLC 0.00% Add +0.3% 287 $13K
Maryland Capital Advisors Inc. 0.01% New 264 $12K
Cornerstone Planning Group LLC 0.00% Add +20.8% 244 $11K
Private Wealth Management Group, LLC 0.00% No change 250 $11K
Strategic Investment Solutions, Inc. 0.00% New 250 $11K
Ballast Advisors LLC 0.00% New 244 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 221 $10K
Eukles Asset Management 0.00% No change 219 $10K
Van Den Berg Management I, Inc. 0.00% Reduce -31.4% 218 $10K
Tower View Wealth Management LLC 0.01% Add +43.0% 216 $10K
WR Wealth Planners, LLC 0.00% No change 209 $9K
City State Bank 0.00% Add +100.0% 200 $9K
Colony Family Offices, LLC 0.00% New 200 $9K
American Capital Advisory, LLC 0.01% No change 198 $9K
JNBA Financial Advisors 0.00% Reduce -17.9% 193 $9K
Steph & Co. 0.00% New 192 $9K
Smartleaf Asset Management LLC 0.00% Reduce -73.1% 183 $8K
Lowe Wealth Advisors, LLC 0.00% No change 180 $8K
Balentine LLC 0.00% No change 170 $8K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -5.6% 169 $8K
Delta Asset Management LLC 0.00% No change 151 $7K
Your Advocates Ltd., LLP 0.00% No change 144 $7K
Pittenger & Anderson Inc. 0.00% No change 140 $6K
Daiwa Securities Group Inc. 0.00% Add +25.2% 134 $6K
Costello Asset Management, INC 0.00% No change 127 $6K
Atwood & Palmer Inc. 0.00% Reduce -7.3% 127 $6K
M&R Capital Management Inc. 0.00% No change 114 $5K
Pin Oak Investment Advisors Inc. 0.00% Reduce -20.0% 120 $5K
Ascentis Wealth Management, LLC 0.00% — 106 $5K
FAS Wealth Partners, Inc. 0.00% Reduce -95.0% 102 $5K
Earned Wealth Advisors, LLC 0.00% New 4,000 $4K
Financial Gravity Companies, Inc. 0.00% — 97 $4K
Pathway Financial Advisers, LLC 0.00% No change 94 $4K
Cranbrook Wealth Management, LLC 0.00% New 93 $4K
Sugarloaf Wealth Management, LLC 0.00% No change 75 $3K
IFS Advisors, LLC 0.00% No change 60 $3K
Citizens National Bank Trust Department 0.00% No change 60 $3K
Legacy Investment Solutions, LLC 0.00% — 50 $2K
Legacy Wealth Managment, LLC 0.00% — 50 $2K
Centerpoint Advisors, LLC 0.00% No change 50 $2K
SYSTM Wealth Solutions LLC 0.06% — 44 $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% Add +21.1% 23 $1K
Voisard Asset Management Group, Inc. 0.00% New 22 $998
FWL Investment Management, LLC 0.00% New 16 $743
Sachetta, LLC 0.00% New 13 $590
Redmont Wealth Advisors LLC 0.00% No change 10 $458
Albion Financial Group 0.00% No change 10 $454
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $317
Aspire Private Capital, LLC 0.00% No change 3 $127
Thompson Investment Management, Inc. 0.00% No change 2 $91
Parallax Volatility Advisers, L.P. 0.00% No change 1 $45
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.