SS Financial Select SectorXLFETF
13F holders, Q4 2024 (December 31)1,776holders +189
157new positions
77sold out
11famous investors
$48.33avg. 13F price*
At the end of Q4 2024, 1,776 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 189 from Q3 2024. 157 opened new positions and 77 sold out. The largest holders were JPMorgan Chase & Co. ($5.3B), Bank of America Corp. ($4.4B) and Morgan Stanley ($2.7B). 11 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- SS Financial Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 157 | $566.4M |
| Exits | 77 | $1.1B |
All 13F filers, Q3 2024 → Q4 2024: 139,023,795 shares bought and 85,731,225 shares sold, net +53,292,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,776 holders
| JPMorgan Chase & Co. | 0.42% | Reduce -19.0% | 108,948,920 | $5.3B |
| Bank of America Corp. | 0.41% | Add +25.6% | 91,750,544 | $4.4B |
| Morgan Stanley | 0.19% | Add +50.9% | 56,549,942 | $2.7B |
| Envestnet Asset Management Inc. | 0.34% | Add +30.1% | 22,207,028 | $1.1B |
| Wells Fargo & Company | 0.23% | Add +12.4% | 19,785,740 | $956.2M |
| LPL Financial LLC | 0.37% | Add +26.2% | 18,970,684 | $916.9M |
| Raymond James Financial Inc. | 0.29% | — | 16,012,820 | $773.9M |
| Goldman Sachs Group Inc. | 0.12% | Add +15.7% | 13,463,426 | $650.7M |
| UBS Group AG | 0.14% | Add +3.0% | 13,338,881 | $644.7M |
| Clal Insurance Enterprises Holdings Ltd | 5.26% | Add +45.3% | 12,077,000 | $583.7M |
| BNP Paribas Financial Markets | 0.42% | Add +156.0% | 11,216,258 | $542.1M |
| Phoenix Financial Ltd. | 7.22% | Reduce -9.6% | 10,948,003 | $529.1M |
| Citigroup Inc. | 0.49% | Add +135.6% | 10,440,657 | $504.6M |
| Ameriprise Financial Inc. | 0.13% | Add +2.4% | 10,330,247 | $499.7M |
| Harel Insurance Investments & Financial Services Ltd. | 8.18% | Reduce -0.0% | 10,327,698 | $499.1M |
| CHURCHILL MANAGEMENT Corp | 5.44% | Reduce -0.3% | 10,316,298 | $498.6M |
| Truist Financial Corp. | 0.76% | Add +25.6% | 10,021,492 | $484.3M |
| Janney Montgomery Scott LLC | 1.29% | Add +26.4% | 9,641,304 | $466.0M |
| Barclays PLC | 0.23% | Reduce -40.0% | 9,501,933 | $459.2M |
| PGIM Custom Harvest LLC | 8.36% | Add +2.1% | 8,851,109 | $427.8M |
| Royal Bank of Canada | 0.09% | Add +21.9% | 8,456,476 | $408.7M |
| WestEnd Advisors, LLC | 10.18% | Add +27.7% | 8,275,056 | $399.9M |
| Meitav Investment House Ltd. | 5.59% | Reduce -7.5% | 6,861,680 | $331.5M |
| Migdal Insurance & Financial Holdings Ltd. | 4.36% | Add +227.4% | 6,292,033 | $304.1M |
| National Bank of Canada | 0.38% | Add +61.0% | 6,003,391 | $290.1M |
| Susquehanna International Group, LLP | 0.39% | Add +82.7% | 5,379,286 | $260.0M |
| State Street Corp. | 0.01% | Add +105.8% | 5,046,265 | $243.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.37% | Add +24.4% | 4,675,515 | $225.9M |
| TD Asset Management Inc | 0.18% | Add +2.6% | 4,290,656 | $207.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 6.18% | Reduce -33.3% | 4,000,000 | $193.3M |
| Menora Mivtachim Holdings LTD. | 1.19% | Add +4207.1% | 3,922,192 | $189.6M |
| FMR LLC | 0.01% | Add +4.2% | 3,899,700 | $188.5M |
| Millennium Management | 0.14% | Reduce -52.8% | 3,228,783 | $156.0M |
| Agf Management Ltd. | 0.76% | Add +4.2% | 3,156,574 | $152.6M |
| Brevan Howard Capital Management LP | 3.79% | New | 3,132,268 | $151.4M |
| CW Advisors, LLC | 1.90% | Reduce -1.6% | 2,866,169 | $138.5M |
| MML Investors Services, LLC | 0.48% | Add +29.4% | 2,848,421 | $137.7M |
| Victory Capital Management Inc. | 0.13% | Add +32.7% | 2,734,615 | $132.2M |
| D. E. Shaw & Co. | 0.14% | Reduce -53.9% | 2,518,653 | $121.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.33% | No change | 2,412,186 | $116.4M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -9.2% | 2,391,956 | $115.6M |
| HighTower Advisors, LLC | 0.15% | Add +6.3% | 2,241,533 | $108.3M |
| Stifel Financial Corp. | 0.11% | Add +7.0% | 2,232,454 | $107.9M |
| Capital Fund Management S.A. | 1.03% | Add +85.5% | 2,159,150 | $104.4M |
| Nissay Asset Management Corp. /Japan | 0.63% | Add +673.9% | 2,112,521 | $103.0M |
| Jane Street Group, LLC | 0.16% | Add +3421.9% | 2,069,775 | $100.0M |
| Northern Trust Corp. | 0.01% | Add +8.3% | 2,063,898 | $99.7M |
| Capital Investment Advisors, LLC | 2.00% | Add +1.6% | 2,027,536 | $98.0M |
| Osaic Holdings, Inc. | 0.22% | Add +21.2% | 1,990,178 | $96.2M |
| Petredis Investment Advisors LLC | 9.05% | Add +6.3% | 1,812,039 | $87.6M |
| Cetera Investment Advisers | 0.18% | Add +18.7% | 1,793,827 | $86.7M |
| Schroder Investment Management Group | 0.08% | Add +582.8% | 1,707,047 | $82.4M |
| Temasek Holdings (Private) Ltd | 0.32% | New | 1,689,020 | $81.6M |
| Qube Research & Technologies Ltd | 0.13% | Add +137.7% | 1,662,799 | $80.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6.17% | No change | 1,618,022 | $78.1M |
| Assetmark, Inc. | 0.21% | Add +38.3% | 1,586,001 | $76.7M |
| Signature Estate & Investment Advisors LLC | 1.90% | Add +2.2% | 1,571,200 | $75.9M |
| J.Safra Asset Management Corp | 6.16% | Add +6.8% | 1,569,240 | $75.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.43% | Add +284.5% | 1,507,031 | $72.8M |
| BlackRock, Inc. | 0.00% | Reduce -23.3% | 1,485,276 | $71.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +3.0% | 1,482,814 | $71.7M |
| SG Americas Securities, LLC | 0.31% | Add +485.8% | 1,470,862 | $71.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +17.5% | 1,456,558 | $70.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +8.1% | 1,436,099 | $69.4M |
| Wolverine Trading, LLC | 1.56% | Add +8155.7% | 1,432,203 | $69.1M |
| Vestor Capital, LLC | 5.14% | Add +9.7% | 1,394,320 | $67.4M |
| CSM Advisors, LLC | 3.12% | Add +100.0% | 1,377,800 | $66.6M |
| Citadel Advisors | 0.06% | Add +34.9% | 1,336,307 | $64.6M |
| 1832 Asset Management L.P. | 0.11% | Add +10.7% | 1,291,929 | $62.4M |
| US Bancorp \de | 0.08% | Add +16.8% | 1,290,086 | $62.3M |
| Richard Bernstein Advisors LLC | 1.40% | Reduce -2.0% | 1,279,410 | $61.8M |
| Swan Global Investments, LLC | 2.99% | Reduce -12.0% | 1,278,621 | $61.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.79% | Add +728886.4% | 1,231,987 | $59.5M |
| Private Advisor Group, LLC | 0.33% | Add +12.9% | 1,213,224 | $58.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +35.6% | 1,205,194 | $58.2M |
| Bellwether Advisors, LLC | 10.38% | Add +74.6% | 1,201,148 | $58.1M |
| Provida Pension Fund Administrator | 1.18% | Add +399.6% | 1,192,519 | $57.6M |
| Thrivent Financial for Lutherans | 0.11% | Add +16.1% | 1,151,129 | $55.8M |
| Gerber Kawasaki Wealth & Investment Management | 2.21% | Add +4.9% | 1,052,922 | $50.9M |
| Itau Unibanco Holding S.A. | 1.57% | Reduce -40.9% | 1,043,961 | $50.4M |
| Public Sector Pension Investment Board | 0.21% | Reduce -66.2% | 1,040,000 | $50.3M |
| Advisory Alpha, LLC | 1.75% | Reduce -32.7% | 1,016,551 | $49.1M |
| Tudor Investment Corporation | 0.51% | Add +126.2% | 1,000,000 | $48.3M |
| Hudson Bay Capital Management LP | 0.35% | Add +66.7% | 1,000,000 | $48.3M |
| Tiff Advisory Services, LLC | 15.40% | Add +42.5% | 977,514 | $47.2M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 7.16% | Reduce -18.9% | 901,600 | $43.6M |
| Foundations Investment Advisors, LLC | 0.84% | Add +12.3% | 898,126 | $43.4M |
| KCM Investment Advisors LLC | 1.48% | Add +0.3% | 880,301 | $42.5M |
| Park Avenue Securities LLC | 0.42% | Add +47.3% | 849,304 | $41.0M |
| Armstrong Advisory Group, Inc. | 3.17% | Add +3.9% | 822,285 | $39.7M |
| Cwm, LLC | 0.16% | Add +6.9% | 806,784 | $39.0M |
| Dakota Wealth Management | 0.88% | Reduce -1.1% | 790,129 | $38.2M |
| Invictus Private Wealth, LLC | 2.87% | Add +0.2% | 781,060 | $37.7M |
| Yelin Lapidot Holdings Management Ltd. | 6.57% | Reduce -6.1% | 780,714 | $37.7M |
| Spire Wealth Management | 1.14% | Add +4.5% | 758,127 | $36.6M |
| Alps Advisors Inc. | 0.23% | Reduce -2.3% | 757,293 | $36.6M |
| Campbell Wealth Management | 3.29% | Add +1.1% | 756,328 | $36.6M |
| Schonfeld Strategic Advisors LLC | 0.23% | Add +118.3% | 745,457 | $36.0M |
| Full Sail Capital, LLC | 2.21% | Reduce -0.2% | 717,726 | $34.7M |
| Lido Advisors, LLC | 0.21% | Add +1.0% | 703,602 | $34.0M |
| NSI Retail Advisors, LLC | 5.29% | No change | 688,900 | $33.3M |
| Mariner, LLC | 0.06% | Add +33.8% | 683,514 | $33.0M |
| Trek Financial, LLC | 2.41% | Add +2.3% | 666,297 | $32.2M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +48.5% | 652,104 | $31.5M |
| Bank of Montreal | 0.02% | Reduce -0.8% | 642,662 | $31.1M |
| Affinity Wealth Management LLC | 5.47% | Add +1.0% | 639,101 | $30.9M |
| Captrust Financial Advisors | 0.08% | Add +94.0% | 612,634 | $29.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.71% | New | 610,183 | $29.5M |
| BlueCrest Capital Management Ltd | 1.90% | Add +592.0% | 609,000 | $29.4M |
| Fullerton Fund Management Co Ltd. | 1.03% | Reduce -13.8% | 608,791 | $29.4M |
| Evolution Wealth Advisors, LLC | 4.92% | Add +20.5% | 608,289 | $29.4M |
| Fifth Third Bancorp | 0.11% | Reduce -1.1% | 602,938 | $29.1M |
| AlphaStar Capital Management, LLC | 3.04% | Add +3.1% | 602,427 | $29.1M |
| Balyasny Asset Management L.P. | 0.07% | Add +11.9% | 599,969 | $29.0M |
| Peapack Gladstone Financial Corp. | 0.42% | Reduce -1.5% | 596,447 | $28.8M |
| Greenwood Gearhart LLC | 1.98% | Add +106.5% | 592,756 | $28.6M |
| Equitable Holdings, Inc. | 0.27% | Add +11.2% | 589,210 | $28.5M |
| Focus Partners Wealth | 0.07% | Add +95.9% | 582,259 | $28.1M |
| Independent Advisor Alliance | 0.35% | New | 554,301 | $26.8M |
| Graypoint LLC | 1.62% | Reduce -4.2% | 552,355 | $26.7M |
| HSBC Holdings PLC | 0.02% | Reduce -29.3% | 548,271 | $26.5M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 6.23% | No change | 537,641 | $26.0M |
| Prudent Investors Network, Inc. | 7.56% | Add +4.8% | 534,579 | $25.8M |
| DRW Securities, LLC | 1.73% | Add +252.1% | 531,170 | $25.7M |
| Capula Management Ltd | 0.17% | New | 513,211 | $24.8M |
| Baird Financial Group, Inc. | 0.05% | Add +5.5% | 501,563 | $24.2M |
| Blair William & Co. | 0.07% | Add +4.3% | 499,760 | $24.2M |
| Vontobel Holding Ltd. | 0.08% | Add +7.4% | 492,923 | $23.8M |
| Atria Wealth Solutions, Inc. | 0.26% | Add +5.5% | 488,983 | $23.6M |
| Sanctuary Advisors, LLC | 0.15% | Add +4.5% | 455,263 | $23.6M |
| McKinley Carter Wealth Services, Inc. | 1.43% | Add +17.6% | 483,943 | $23.4M |
| IMZ Advisory Inc | 10.62% | Add +1.3% | 481,764 | $23.3M |
| Maven Securities LTD | 3.74% | Reduce -47.8% | 481,067 | $23.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.66% | New | 478,963 | $23.1M |
| New Harbor Financial Group, LLC | 6.81% | Add +73.8% | 472,667 | $22.8M |
| Fiduciary Family Office, LLC | 6.81% | Add +7190.9% | 472,667 | $22.8M |
| Mizuho Bank, Ltd. | 6.34% | No change | 470,000 | $22.7M |
| Stonebridge Financial Group, LLC | 2.49% | — | 466,859 | $22.6M |
| Integrated Wealth Concepts LLC | 0.26% | Add +8.3% | 465,048 | $22.5M |
| NewEdge Advisors, LLC | 0.13% | Add +16.0% | 452,748 | $21.9M |
| Flaharty Asset Management, LLC | 3.19% | Add +1.2% | 452,426 | $21.9M |
| Innealta Capital, LLC | 10.52% | Add +59.8% | 445,928 | $21.6M |
| Focused Wealth Management, Inc | 2.88% | Add +1.0% | 441,830 | $21.4M |
| Teamwork Financial Advisors, LLC | 2.76% | Add +13.4% | 438,163 | $21.2M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -2.4% | 427,366 | $20.7M |
| Bar Harbor Wealth Management | 1.34% | Reduce -0.2% | 424,404 | $20.5M |
| Ocean Park Asset Management, LLC | 0.70% | Add +97.4% | 423,270 | $20.5M |
| Wharton Business Group, LLC | 0.92% | Reduce -1.9% | 421,468 | $20.4M |
| DAVENPORT & Co LLC | 0.12% | Add +29.9% | 420,861 | $20.3M |
| Krilogy Financial LLC | 1.35% | Add +0.2% | 419,181 | $20.3M |
| Cresset Asset Management, LLC | 0.10% | Reduce -30.4% | 416,560 | $20.1M |
| Pathstone Holdings, LLC | 0.09% | Add +1.5% | 414,546 | $20.0M |
| Lakeshore Financial Planning, Inc. | 8.53% | Add +1.1% | 413,491 | $20.0M |
| Creative Planning | 0.02% | Add +3.9% | 408,747 | $19.8M |
| Tocqueville Asset Management L.P. | 0.31% | Add +0.3% | 408,395 | $19.7M |
| Asset Advisors Investment Management, LLC | 2.04% | Add +5.5% | 404,416 | $19.5M |
| Transform Wealth, LLC | 1.08% | Add +2709.4% | 402,501 | $19.5M |
| Quadrature Capital Ltd | 0.39% | Add +2.3% | 397,522 | $19.2M |
| Corient Private Wealth LP | 0.03% | Reduce -8.1% | 515,443 | $19.0M |
| Royal Fund Management, LLC | 2.04% | Reduce -43.2% | 387,764 | $18.7M |
| WCG Wealth Advisors LLC | 1.23% | Reduce -1.7% | 384,509 | $18.6M |
| Citizens Financial Group Inc. | 0.36% | Add +7.8% | 381,379 | $18.4M |
| WBH Advisory Inc. | 1.69% | Add +12.4% | 377,657 | $18.3M |
| Tradewinds Capital Management, LLC | 4.79% | Reduce -42.9% | 375,411 | $18.1M |
| Comerica Bank | 0.07% | Add +6.2% | 369,174 | $17.8M |
| Robertson Stephens Wealth Management, LLC | 0.63% | Add +6.9% | 365,182 | $17.6M |
| McElhenny Sheffield Capital Management, LLC | 5.86% | Add +4467.1% | 361,760 | $17.5M |
| Turtle Creek Wealth Advisors, LLC | 3.98% | Add +5785.0% | 356,688 | $17.2M |
| Point72 Asset Management | 0.05% | Add +23.1% | 356,000 | $17.2M |
| Sequoia Financial Advisors, LLC | 0.17% | Add +288.5% | 354,428 | $17.1M |
| Thor Trading Advisors, LLC | 15.18% | — | 347,350 | $16.8M |
| Old National Bancorp | 0.39% | Add +5.5% | 342,258 | $16.5M |
| Atlas Private Wealth Advisors | 2.33% | Reduce -2.8% | 340,496 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +41.2% | 340,236 | $16.4M |
| Camarda Financial Advisors, LLC | 6.03% | Reduce -1.3% | 332,319 | $16.1M |
| Fifth Third Securities, Inc. | 1.36% | Add +4.8% | 331,818 | $16.0M |
| Atria Investments, Inc | 0.20% | Add +58.4% | 328,958 | $15.9M |
| Merit Financial Group, LLC | 0.28% | Add +1.9% | 322,213 | $15.6M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -1.1% | 313,548 | $15.2M |
| Kingsview Wealth Management, LLC | 0.29% | Add +156.9% | 310,026 | $15.0M |
| Spinnaker Trust | 0.94% | Reduce -1.5% | 308,838 | $14.9M |
| Carnegie Investment Counsel | 0.43% | Reduce -0.9% | 307,711 | $14.9M |
| Ayalon Insurance Comp Ltd. | 4.58% | Add +9.8% | 306,869 | $14.8M |
| Northstar Advisory Group, LLC | 7.44% | Add +25.2% | 302,498 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +97.9% | 300,659 | $14.5M |
| Stillwater Capital Advisors, LLC | 1.79% | Add +2.4% | 299,659 | $14.5M |
| Bank Hapoalim BM | 2.40% | Reduce -3.1% | 293,622 | $14.2M |
| EP Wealth Advisors, LLC | 0.12% | Add +16.1% | 291,984 | $14.1M |
| Concurrent Investment Advisors, LLC | 0.38% | Add +22.7% | 289,085 | $14.0M |
| Aptus Capital Advisors, LLC | 0.17% | Add +1183.2% | 288,113 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +13.9% | 283,062 | $13.7M |
| First Interstate Bank | 0.82% | Add +34.1% | 281,316 | $13.6M |
| Mgo One Seven LLC | 0.52% | Reduce -18.5% | 281,245 | $13.6M |
| IHT Wealth Management, LLC | 0.44% | Add +7.7% | 279,057 | $13.5M |
| Aspiriant, LLC | 0.49% | No change | 279,046 | $13.5M |
| Chesley Taft & Associates LLC | 0.62% | Reduce -0.2% | 277,334 | $13.4M |
| Marshall Wace, LLP | 0.02% | Add +433.4% | 276,985 | $13.4M |
| Forbes J M & Co. LLP | 1.27% | No change | 272,965 | $13.2M |
| Graham Capital Management, L.P. | 0.64% | Add +608.3% | 269,170 | $13.0M |
| Atlas Capital Advisors Inc. | 1.64% | Add +4.1% | 266,925 | $12.9M |
| Frisch Financial Group, Inc. | 3.89% | Reduce -2.0% | 266,136 | $12.9M |
| United Capital Management of KS, Inc. | 2.32% | New | 263,562 | $12.7M |
| MMBG Investment Advisors Co. | 1.35% | Reduce -14.3% | 262,658 | $12.7M |
| AE Wealth Management LLC | 0.11% | Add +651.0% | 256,645 | $12.4M |
| Moore Capital Management, LP | 0.25% | New | 256,600 | $12.4M |
| Founders Financial Securities LLC | 1.12% | Add +22.8% | 256,122 | $12.4M |
| Oppenheimer & Co. Inc. | 0.18% | Add +3.6% | 254,648 | $12.3M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -1.2% | 254,591 | $12.3M |
| Financial Enhancement Group LLC | 1.88% | New | 258,135 | $12.3M |
| Mutual Advisors, LLC | 0.35% | Add +69.6% | 245,750 | $12.2M |
| Walleye Trading LLC | 0.24% | New | 251,988 | $12.2M |
| Systematic Alpha Investments, LLC | 0.44% | No change | 248,410 | $12.0M |
| Oppenheimer Asset Management Inc. | 0.15% | Add +2.2% | 247,641 | $12.0M |
| Destiny Wealth Partners, LLC | 1.93% | Add +0.7% | 244,448 | $11.8M |
| Leuthold Group, LLC | 1.41% | Reduce -11.5% | 243,376 | $11.8M |
| Salomon & Ludwin, LLC | 1.23% | Reduce -6.8% | 239,277 | $11.6M |
| MAI Capital Management | 0.09% | Add +43.4% | 238,997 | $11.6M |
| Concourse Financial Group Securities, Inc. | 0.65% | Add +51.8% | 228,332 | $11.5M |
| Premier Path Wealth Partners, LLC | 1.75% | Reduce -1.4% | 237,369 | $11.5M |
| Prosperity Consulting Group, LLC | 0.86% | Add +18.3% | 237,258 | $11.5M |
| Trilogy Capital Inc. | 0.58% | Add +93.7% | 234,050 | $11.3M |
| Cerity Partners LLC | 0.02% | Add +4.3% | 231,585 | $11.2M |
| Busey Bank | 0.36% | Reduce -1.7% | 229,793 | $11.1M |
| New York Life Investment Management LLC | 0.10% | Add +21.7% | 220,047 | $10.6M |
| Gladstone Institutional Advisory LLC | 0.49% | Reduce -13.7% | 219,536 | $10.6M |
| Spectrum Wealth Counsel, LLC | 1.24% | Add +1.1% | 218,057 | $10.5M |
| Scotia Capital Inc. | 0.06% | Add +62.2% | 217,414 | $10.5M |
| Quantinno Capital Management LP | 0.10% | Add +12.2% | 217,049 | $10.5M |
| Tritonpoint Wealth, LLC | 0.95% | Reduce -1.5% | 216,733 | $10.5M |
| Tamar Securities, LLC | 1.42% | Reduce -1.7% | 212,912 | $10.3M |
| Orange Investment Advisors, Inc. | 1.16% | Add +2.0% | 211,895 | $10.2M |
| Geneos Wealth Management Inc. | 0.36% | Add +58.6% | 210,279 | $10.2M |
| Insight Wealth Strategies, LLC | 1.36% | Reduce -1.5% | 210,170 | $10.2M |
| Guerra Advisors Inc | 5.63% | — | 210,051 | $10.2M |
| RFG Advisory, LLC | 0.28% | Reduce -8.7% | 207,378 | $10.0M |
| Harrell Investment Partners, LLC | 2.80% | Add +24.5% | 207,167 | $10.0M |
| IFG Advisory, LLC | 0.56% | Add +34.5% | 205,000 | $9.9M |
| Karpus Management, Inc. | 0.29% | New | 203,075 | $9.8M |
| Yarbrough Capital, LLC | 0.37% | No change | 200,000 | $9.7M |
| Banco BTG Pactual S.A. | 2.26% | New | 200,000 | $9.6M |
| Anfield Capital Management, LLC | 3.49% | Add +1.4% | 198,994 | $9.6M |
| Prudential PLC | 0.05% | Add +501.2% | 198,368 | $9.6M |
| Freedom Investment Management, Inc. | 0.79% | Add +16.3% | 197,205 | $9.5M |
| Joel Isaacson & Co., LLC | 0.43% | Add +15.0% | 196,770 | $9.5M |
| Bedell Frazier Investment Counselling, LLC | 2.35% | New | 196,493 | $9.5M |
| Long Run Wealth Advisors, LLC | 2.27% | Reduce -6.8% | 196,386 | $9.5M |
| Clarity Financial LLC | 1.13% | Reduce -2.9% | 195,677 | $9.5M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Add +3.8% | 193,619 | $9.4M |
| Toth Financial Advisory Corp. | 1.10% | Add +4.8% | 193,527 | $9.4M |
| Hilltop Holdings Inc. | 0.59% | Add +115.8% | 192,967 | $9.3M |
| CTC LLC | 0.93% | Add +83.3% | 191,493 | $9.3M |
| United Asset Strategies, Inc. | 0.85% | Add +20.2% | 191,432 | $9.3M |
| Chicago Wealth Management, Inc. | 4.79% | Add +7.3% | 190,776 | $9.2M |
| Zuckerman Investment Group, LLC | 0.88% | Add +0.9% | 178,850 | $9.2M |
| Jmac Enterprises LLC | 1.42% | Add +6.3% | 186,549 | $9.0M |
| Crescent Grove Advisors, LLC | 0.89% | Add +0.8% | 185,429 | $9.0M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +35.8% | 184,628 | $8.9M |
| Sykon Capital LLC | 3.03% | Add +2.6% | 182,154 | $8.8M |
| Potomac Fund Management Inc. | 0.52% | — | 182,105 | $8.8M |
| LMR Partners LLP | 0.20% | Add +2119.7% | 181,706 | $8.8M |
| Pallas Capital Advisors LLC | 0.38% | Reduce -1.6% | 181,625 | $8.8M |
| Madrid Financial Services | 6.95% | — | 181,127 | $8.8M |
| Proquility Private Wealth Partners, LLC | 2.81% | Add +2.4% | 180,306 | $8.7M |
| Asset Allocation Strategies LLC | 2.09% | Reduce -15.3% | 169,002 | $8.7M |
| M&T Bank Corp | 0.03% | Reduce -0.7% | 179,124 | $8.7M |
| Eisler Capital Management Ltd. | 0.29% | — | 179,346 | $8.6M |
| 5th Street Advisors, LLC | 4.49% | Reduce -0.9% | 178,568 | $8.6M |
| Tucker Asset Management LLC | 1.94% | Reduce -10.8% | 177,275 | $8.6M |
| Transcend Capital Advisors, LLC | 0.62% | Add +22.2% | 176,441 | $8.5M |
| Prospera Financial Services Inc | 0.20% | Add +12.3% | 175,942 | $8.5M |
| Arkadios Wealth Advisors | 0.46% | Add +8.6% | 175,574 | $8.5M |
| Provident Co of the Employees of the Hebrew University LTD | 9.80% | Add +0.2% | 174,238 | $8.4M |
| Snowden Capital Advisors LLC | 0.26% | Add +10.9% | 173,886 | $8.4M |
| North Star Investment Management Corp. | 0.58% | Reduce -1.5% | 172,456 | $8.3M |
| J. Goldman & Co LP | 0.29% | Add +858.7% | 172,378 | $8.3M |
| TrinityPoint Wealth, LLC | 1.17% | Add +33.3% | 172,066 | $8.3M |
| AMG National Trust Bank | 0.23% | Add +1.2% | 170,911 | $8.3M |
| Verition Fund Management LLC | 0.04% | Add +119.4% | 168,019 | $8.1M |
| 111 Capital | 1.70% | — | 167,422 | $8.1M |
| NTV Asset Management LLC | 1.05% | Add +4.7% | 164,668 | $8.0M |
| Toronto Dominion Bank | 0.02% | Reduce -89.2% | 164,737 | $8.0M |
| Horizon Investments, LLC | 0.23% | Add +43.4% | 164,632 | $8.0M |
| Occidental Asset Management, LLC | 1.24% | Reduce -1.7% | 164,073 | $7.9M |
| GTS Securities LLC | 0.38% | Reduce -80.5% | 161,558 | $7.8M |
| Centaurus Financial, Inc. | 0.47% | Reduce -39.2% | 160,672 | $7.8M |
| Benjamin Edwards Inc. | 0.11% | Add +7.8% | 160,105 | $7.7M |
| Decker Retirement Planning Inc. | 4.48% | — | 159,781 | $7.7M |
| Vickerman Investment Advisors, Inc. | 2.10% | Add +2.3% | 159,570 | $7.7M |
| Cibc World Market Inc. | 0.02% | Add +49.0% | 158,902 | $7.7M |
| Independent Financial Group, LLC | 0.25% | Add +33.6% | 158,252 | $7.6M |
| Sigma Planning Corp | 0.24% | Reduce -6.8% | 157,522 | $7.6M |
| GAMCO Investors | 0.08% | Reduce -4.2% | 157,375 | $7.6M |
| AlphaMark Advisors, LLC | 3.28% | Add +5.0% | 156,811 | $7.6M |
| Sierra Capital LLC | 0.90% | Add +0.0% | 156,698 | $7.6M |
| Ameraudi Asset Management, Inc. | 4.18% | Reduce -36.1% | 156,573 | $7.6M |
| Act Wealth Management, LLC | 3.53% | Reduce -4.1% | 156,091 | $7.5M |
| &partners | 0.09% | Add +106.5% | 154,234 | $7.5M |
| Alerus Financial NA | 0.56% | Add +29.8% | 151,397 | $7.3M |
| Creative Financial Designs Inc. | 0.59% | Add +0.7% | 151,372 | $7.3M |
| Western Wealth Management, LLC | 0.39% | Add +8.4% | 150,124 | $7.3M |
| Chescapmanager LLC | 1.32% | New | 150,000 | $7.2M |
| Callan Capital, LLC | 0.53% | Reduce -5.0% | 149,780 | $7.2M |
| StoneX Group Inc. | 0.40% | Add +398.0% | 148,574 | $7.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +20.9% | 147,714 | $7.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -42.4% | 146,935 | $7.1M |
| Trust Co | 0.81% | Add +4.1% | 146,883 | $7.1M |
| Bailard, Inc. | 0.18% | Reduce -3.9% | 146,280 | $7.1M |
| Waterloo Capital, L.P. | 0.74% | Add +11.7% | 144,299 | $7.0M |
| Advisory Services Network, LLC | 0.13% | Add +1.1% | 144,050 | $7.0M |
| Vaughan David Investments LLC | 0.16% | Reduce -0.7% | 143,965 | $7.0M |
| Novare Capital Management LLC | 0.59% | Add +1.2% | 143,700 | $6.9M |
| Level Four Advisory Services, LLC | 0.28% | Reduce -0.3% | 143,287 | $6.9M |
| One River Asset Management, LLC | 10.34% | Reduce -78.3% | 143,113 | $6.9M |
| Essex LLC | 1.45% | Add +1.9% | 142,446 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +6.9% | 142,377 | $6.9M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -7.5% | 141,981 | $6.9M |
| Dorsey & Whitney Trust CO LLC | 0.38% | Add +9.7% | 141,765 | $6.9M |
| Private Wealth Advisors, LLC | 2.96% | Add +36.8% | 140,515 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +3.7% | 140,134 | $6.8M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.52% | No change | 140,000 | $6.8M |
| Venture Visionary Partners LLC | 0.29% | Add +4.0% | 139,522 | $6.7M |
| TD Waterhouse Canada Inc. | 0.05% | Add +7.3% | 139,487 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Add +14.9% | 137,780 | $6.7M |
| Man Group plc | 0.02% | New | 137,513 | $6.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +40.4% | 135,404 | $6.6M |
| Stephens Inc. | 0.09% | Add +41.4% | 135,014 | $6.5M |
| Redhawk Wealth Advisors, Inc. | 0.87% | Reduce -3.7% | 133,688 | $6.5M |
| Granite Harbor Advisors, Inc. | 3.55% | Add +3.2% | 132,988 | $6.4M |
| Accurate Wealth Management, LLC | 1.23% | Reduce -1.2% | 135,693 | $6.4M |
| Chemung Canal Trust Co. | 1.33% | Reduce -1.1% | 131,667 | $6.4M |
| Castleark Management LLC | 0.22% | Reduce -51.7% | 131,130 | $6.3M |
| Mechanics Bank Trust Department | 0.84% | Add +3.4% | 129,718 | $6.3M |
| Matthew Goff Investment Advisor, LLC | 1.15% | Reduce -6.5% | 128,473 | $6.2M |
| Astor Investment Management LLC | 3.14% | New | 126,815 | $6.1M |
| Keel Point, LLC | 0.48% | Add +38.9% | 125,046 | $6.0M |
| Burns J W & Co. Inc. | 0.77% | Reduce -0.3% | 124,425 | $6.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +59.3% | 124,167 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +24.5% | 123,676 | $6.0M |
| Innova Wealth Partners | 3.73% | Add +2086.4% | 122,418 | $5.9M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Add +3.2% | 122,170 | $5.9M |
| Signal Advisors Wealth, LLC | 0.67% | Add +222.4% | 122,149 | $5.9M |
| TCV Trust & Wealth Management, Inc. | 0.54% | Reduce -2.0% | 120,832 | $5.8M |
| J. Safra Sarasin Holding AG | 0.10% | New | 120,852 | $5.8M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -6.0% | 120,578 | $5.8M |
| Algorithmic Investment Models, LLC | 4.49% | Add +14.9% | 120,504 | $5.8M |
| Venturi Wealth Management, LLC | 0.28% | Add +22.0% | 118,458 | $5.7M |
| Pictet Asset Management Holding SA | 0.01% | New | 118,340 | $5.7M |
| Bonfire Financial | 5.17% | — | 118,277 | $5.7M |
| Estate Counselors, LLC | 0.61% | Add +3.8% | 117,368 | $5.7M |
| Elevation Point Wealth Partners, LLC | 0.46% | Reduce -19.4% | 116,786 | $5.6M |
| Visionary Wealth Advisors | 0.33% | Reduce -48.0% | 116,546 | $5.6M |
| Fortis Group Advisors, LLC | 1.04% | Add +156.3% | 115,807 | $5.6M |
| Stockman Wealth Management, Inc. | 0.87% | Add +0.2% | 115,313 | $5.6M |
| Sowell Financial Services LLC | 0.29% | Add +2.5% | 115,134 | $5.6M |
| Transamerica Financial Advisors, LLC | 0.55% | Add +1.8% | 114,512 | $5.5M |
| Nwam LLC | 0.34% | Add +15.9% | 114,282 | $5.5M |
| NorthCrest Asset Manangement, LLC | 0.16% | Add +2.1% | 113,795 | $5.5M |
| First Trust Advisors LP | 0.00% | New | 113,607 | $5.5M |
| Game Plan Financial Advisors, LLC | 2.91% | Reduce -0.2% | 113,649 | $5.5M |
| BTG Pactual Asset Management US LLC | 0.71% | Add +15.9% | 113,541 | $5.5M |
| Integrated Advisors Network LLC | 0.26% | Add +42.7% | 113,515 | $5.5M |
| FIL Ltd | 0.01% | Reduce -63.3% | 113,294 | $5.5M |
| Sandy Spring Bank | 0.22% | Reduce -4.2% | 113,042 | $5.5M |
| Fox Run Management, L.L.C. | 0.98% | New | 111,700 | $5.4M |
| Veltria Advisors Corp. | 2.24% | Add +0.1% | 111,360 | $5.4M |
| First Merchants Corp. | 0.20% | Reduce -1.4% | 110,258 | $5.3M |
| Institute for Wealth Management, LLC. | 0.67% | Reduce -2.1% | 110,130 | $5.3M |
| Principal Securities, Inc. | 0.12% | Add +3.0% | 109,180 | $5.3M |
| Peak Retirement Planning, Inc. | 3.56% | — | 108,968 | $5.3M |
| Rise Advisors, LLC | 2.53% | Reduce -5.4% | 108,900 | $5.3M |
| New Millennium Group LLC | 3.08% | Add +10.5% | 108,817 | $5.3M |
| CENTRAL TRUST Co | 0.13% | Add +0.3% | 108,286 | $5.2M |
| Capstone Wealth Management Group LLC | 3.95% | — | 107,694 | $5.2M |
| GeoWealth Management, LLC | 0.17% | Add +113.0% | 106,675 | $5.2M |
| Simmons Bank | 0.38% | Reduce -3.3% | 106,379 | $5.1M |
| Walleye Capital LLC | 0.05% | Reduce -70.4% | 105,980 | $5.1M |
| Ledyard National Bank | 0.48% | Reduce -23.6% | 105,795 | $5.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.61% | Reduce -1.3% | 105,352 | $5.1M |
| Belpointe Asset Management LLC | 0.30% | Add +69.1% | 110,388 | $5.1M |
| Zullo Investment Group, Inc. | 2.04% | Reduce -1.1% | 104,516 | $5.1M |
| Advisory Resource Group | 1.07% | Reduce -1.8% | 104,396 | $5.0M |
| CoreCap Advisors, LLC | 0.23% | Reduce -17.5% | 104,237 | $5.0M |
| WASHINGTON TRUST Co | 0.18% | Add +2.8% | 103,909 | $5.0M |
| Summit Financial, LLC | 0.18% | Add +40.8% | 103,319 | $5.0M |
| Intrua Financial, LLC | 0.81% | Add +5.4% | 103,215 | $5.0M |
| Financial Counselors Inc. | 0.07% | Add +0.6% | 103,016 | $5.0M |
| 3EDGE Asset Management, LP | 0.31% | Add +703.3% | 102,617 | $5.0M |
| Jefferies Financial Group Inc. | 0.06% | Add +9.0% | 102,451 | $5.0M |
| Floyd Financial Group LLC | 4.05% | — | 104,109 | $4.9M |
| New Wave Wealth Advisors LLC | 2.01% | Add +72.3% | 101,242 | $4.9M |
| Archford Capital Strategies, LLC | 0.74% | Reduce -1.9% | 101,216 | $4.9M |
| 1248 Management, LLC | 2.10% | — | 100,872 | $4.9M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -4.9% | 98,271 | $4.7M |
| Laurel Wealth Advisors LLC | 0.74% | Add +0.3% | 97,987 | $4.7M |
| Cooksen Wealth, LLC | 4.31% | Add +1.9% | 96,870 | $4.7M |
| Focus Financial Network, Inc. | 0.19% | Add +47.6% | 96,841 | $4.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.71% | Reduce -1.3% | 96,734 | $4.7M |
| Tiaa Trust, National Association | 0.01% | Add +1.3% | 96,217 | $4.7M |
| Rockland Trust Co. | 0.23% | Add +1.1% | 95,455 | $4.6M |
| Brown Advisory Inc. | 0.01% | Add +2.5% | 95,447 | $4.6M |
| Commerce Bank | 0.03% | Add +3.0% | 95,407 | $4.6M |
| Polymer Capital Management (HK) LTD | 0.81% | Add +369.2% | 95,312 | $4.6M |
| Acima Private Wealth, LLC | 1.54% | No change | 94,607 | $4.6M |
| Martin & Co. Inc. | 1.13% | Reduce -3.7% | 94,552 | $4.6M |
| Marathon Trading Investment Management LLC | 0.76% | Add +597.3% | 94,099 | $4.5M |
| Client First Capital LLC | 2.31% | Add +5.6% | 93,066 | $4.5M |
| Ironwood Wealth Management, Inc. | 2.19% | Reduce -1.3% | 93,970 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +11.0% | 91,205 | $4.4M |
| Allworth Financial LP | 0.02% | Add +5.2% | 87,126 | $4.4M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.4% | 90,526 | $4.4M |
| Virtue Capital Management, LLC | 0.88% | New | 90,476 | $4.4M |
| Fischer Investment Strategies, LLC | 3.40% | New | 88,659 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +0.5% | 88,541 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.6% | 87,987 | $4.3M |
| WT Wealth Management | 1.31% | Add +2.6% | 86,268 | $4.2M |
| Ameritas Advisory Services, LLC | 0.14% | Add +31.5% | 85,968 | $4.2M |
| Kennicott Capital Management LLC | 2.13% | Add +0.9% | 85,590 | $4.1M |
| City Holding Co. | 0.58% | Add +3.4% | 85,335 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 85,000 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -1.0% | 84,580 | $4.1M |
| Patton Albertson Miller Group, LLC | 0.54% | Reduce -0.5% | 84,009 | $4.1M |
| Perigon Wealth Management, LLC | 0.10% | Add +81.6% | 81,334 | $4.1M |
| Darwin Wealth Management, LLC | 1.36% | Add +19.6% | 83,692 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.30% | Reduce -9.8% | 83,477 | $4.0M |
| Ellis Investment Partners, LLC | 0.79% | Add +3.1% | 83,263 | $4.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +12.9% | 83,068 | $4.0M |
| Vivid Wealth Management, LLC | 2.01% | New | 82,053 | $4.0M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.8% | 81,209 | $3.9M |
| Warner Financial, Inc. | 1.68% | Add +5.1% | 80,804 | $3.9M |
| Altfest L J & Co. Inc. | 0.50% | Add +1124.9% | 80,771 | $3.9M |
| IMC-Chicago, LLC | 0.11% | Add +98.8% | 80,388 | $3.9M |
| Investors Asset Management of Georgia Inc. /Ga/ | 1.89% | Add +7.2% | 85,617 | $3.9M |
| Massachusetts Wealth Management | 2.38% | Add +20.4% | 79,931 | $3.9M |
| Westside Investment Management, Inc. | 0.81% | Reduce -0.5% | 79,279 | $3.8M |
| Fiduciary Trust Co | 0.05% | Reduce -5.9% | 78,956 | $3.8M |
| Valeo Financial Advisors, LLC | 0.11% | Add +1.3% | 78,933 | $3.8M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 78,443 | $3.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.42% | Add +7.4% | 77,768 | $3.8M |
| Financial Freedom, LLC | 1.97% | Reduce -0.9% | 77,476 | $3.7M |
| Arrow Investment Advisors, LLC | 3.46% | No change | 82,015 | $3.7M |
| Abbot Financial Management, Inc. | 1.85% | Add +9.9% | 76,834 | $3.7M |
| Insigneo Advisory Services, LLC | 0.38% | Add +30.9% | 76,312 | $3.7M |
| WNY Asset Management, LLC | 0.45% | Add +7.3% | 75,718 | $3.7M |
| Private Advisory Group LLC | 0.41% | New | 74,960 | $3.6M |
| FOCUS Wealth Advisors, LLC | 1.92% | New | 74,912 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +10.1% | 74,736 | $3.6M |
| First Financial Bank - Trust Division | 0.34% | Add +867.2% | 74,366 | $3.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.04% | New | 74,267 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +71.0% | 74,116 | $3.6M |
| Lionsbridge Wealth Management LLC | 3.00% | Reduce -7.0% | 73,952 | $3.6M |
| Kovack Advisors, Inc. | 0.35% | Add +12.8% | 73,839 | $3.6M |
| Retirement Planning Group, LLC / NY | 3.92% | — | 73,616 | $3.6M |
| Regal Investment Advisors LLC | 0.27% | Add +43.7% | 73,098 | $3.5M |
| Evercore Wealth Management, LLC | 0.05% | Reduce -2.0% | 73,036 | $3.5M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.5% | 73,028 | $3.5M |
| Financial Advocates Investment Management | 0.20% | Add +30.4% | 72,746 | $3.5M |
| Fourth Dimension Wealth, LLC | 1.83% | — | 72,448 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.34% | Reduce -0.3% | 72,687 | $3.5M |
| JFS Wealth Advisors, LLC | 0.24% | Add +0.2% | 72,587 | $3.5M |
| Channel Wealth LLC | 1.14% | Add +604.1% | 72,541 | $3.5M |
| Capital Planning Advisors, LLC | 0.54% | New | 72,490 | $3.5M |
| Union Bancaire Privee, UBP SA | 0.06% | — | 71,995 | $3.5M |
| MontVue Capital Management, Inc. | 2.65% | Reduce -0.8% | 72,000 | $3.5M |
| Fagan Associates, Inc. | 0.55% | Reduce -2.5% | 71,910 | $3.5M |
| Peddock Capital Advisors, LLC | 0.83% | Add +1.2% | 71,812 | $3.5M |
| Treynor Bancshares, Inc. | 3.64% | Reduce -3.8% | 71,444 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +389.2% | 71,437 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -38.3% | 71,610 | $3.5M |
| Cornerstone Wealth Management, LLC | 0.23% | Add +2.8% | 70,918 | $3.4M |
| BigSur Wealth Management LLC | 0.98% | No change | 70,870 | $3.4M |
| Global Retirement Partners, LLC | 0.10% | Add +10.9% | 70,294 | $3.4M |
| World Investment Advisors | 0.09% | Add +99.9% | 69,322 | $3.4M |
| Quattro Financial Advisors LLC | 0.86% | Add +33.5% | 66,439 | $3.3M |
| Everstar Asset Management, LLC | 2.36% | Add +2.1% | 68,887 | $3.3M |
| Bank of Nova Scotia | 0.01% | Add +11.2% | 68,793 | $3.3M |
| Harbour Investments, Inc. | 0.09% | Reduce -11.6% | 68,393 | $3.3M |
| Townsquare Capital LLC | 0.04% | Add +203.0% | 67,713 | $3.3M |
| Brookstone Capital Management | 0.05% | Add +65.0% | 67,695 | $3.3M |
| GenTrust, LLC | 0.14% | Add +5.8% | 67,411 | $3.3M |
| Centric Wealth Management | 0.88% | Add +13.1% | 67,264 | $3.3M |
| Greenwich Wealth Management LLC | 0.23% | Add +1.3% | 67,183 | $3.2M |
| Banco Santander, S.A. | 0.04% | Reduce -55.5% | 66,909 | $3.2M |
| First National Bank of Hutchinson | 1.95% | No change | 66,806 | $3.2M |
| Bfsg, LLC | 0.38% | Reduce -7.3% | 66,720 | $3.2M |
| Nelson Capital Management, LLC | 0.54% | Add +8.0% | 66,712 | $3.2M |
| TCTC Holdings, LLC | 0.11% | No change | 66,121 | $3.2M |
| Atom Investors LP | 0.40% | Reduce -13.2% | 66,015 | $3.2M |
| Associated Banc-Corp | 0.10% | Reduce -3.7% | 65,985 | $3.2M |
| Morton Community Bank | 0.84% | Reduce -0.2% | 65,976 | $3.2M |
| Maxele Advisors, LLC | 3.03% | — | 65,632 | $3.2M |
| Capital Advisors, Ltd. LLC | 0.40% | Add +32.8% | 65,352 | $3.2M |
| Bramshill Investments, LLC | 0.49% | Reduce -3.3% | 65,000 | $3.1M |
| Glenmede Trust Co. NA | 0.02% | Reduce -9.2% | 64,521 | $3.1M |
| Joseph P. Lucia & Associates, LLC | 1.39% | Add +23.4% | 64,483 | $3.1M |
| Concentric Capital Strategies, LP | 0.20% | Reduce -79.7% | 64,278 | $3.1M |
| Y.D. More Investments Ltd | 0.28% | Add +324.8% | 64,247 | $3.1M |
| Paloma Partners Management Co | 0.29% | Reduce -93.0% | 63,864 | $3.1M |
| Paragon Financial Partners, Inc. | 2.32% | Reduce -9.8% | 63,794 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 63,785 | $3.1M |
| Summit Global Investments | 0.19% | New | 63,780 | $3.1M |
| Capital Wealth Planning, LLC | 0.03% | New | 62,921 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.44% | Reduce -81.0% | 62,784 | $3.0M |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 62,706 | $3.0M |
| Colton Groome Financial Advisors, LLC | 1.15% | Add +20.4% | 62,053 | $3.0M |
| TFR Capital, LLC. | 1.49% | — | 61,890 | $3.0M |
| West Financial Advisors, LLC | 0.57% | Add +11.4% | 61,635 | $3.0M |
| Activest Wealth Management | 0.82% | Add +5.5% | 61,054 | $3.0M |
| Laraway Financial Advisors Inc | 2.24% | Reduce -0.8% | 60,165 | $2.9M |
| B&D White Capital Company, LLC | 0.49% | Add +48.8% | 60,134 | $2.9M |
| Marvin & Palmer Associates Inc. | 2.21% | Add +853.1% | 59,760 | $2.9M |
| Pine Valley Investments Ltd Liability Co | 0.19% | Add +2.4% | 59,586 | $2.9M |
| High Note Wealth, LLC | 0.75% | Reduce -1.1% | 59,233 | $2.9M |
| Orca Investment Management, LLC | 2.69% | Reduce -5.5% | 59,073 | $2.9M |
| Chesapeake Wealth Management | 0.98% | Reduce -2.6% | 59,049 | $2.9M |
| St. Johns Investment Management Company, LLC | 1.32% | Add +7.8% | 58,471 | $2.8M |
| RDA Financial Network | 0.82% | Add +4.4% | 58,385 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +55.1% | 58,221 | $2.8M |
| Keybank National Association | 0.01% | Reduce -9.8% | 58,194 | $2.8M |
| Laidlaw Wealth Management LLC | 1.22% | Add +4.0% | 57,979 | $2.8M |
| Magnus Financial Group LLC | 0.27% | Add +36.5% | 57,920 | $2.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +16.7% | 57,751 | $2.8M |
| Global View Capital Management LLC | 0.97% | — | 57,198 | $2.8M |
| Rockingstone Advisors LLC | 1.22% | Add +2.7% | 56,983 | $2.8M |
| Bray Capital Advisors | 0.74% | Reduce -4.4% | 56,919 | $2.8M |
| Butensky & Cohen Financial Security, Inc. | 0.86% | Reduce -3.7% | 56,821 | $2.7M |
| Narus Financial Partners, LLC | 0.93% | Add +31.9% | 56,723 | $2.7M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -1.4% | 56,610 | $2.7M |
| Waverly Advisors, LLC | 0.04% | Add +187.5% | 56,550 | $2.7M |
| Silverleafe Capital Partners, LLC | 0.87% | New | 56,476 | $2.7M |
| Claro Advisors Inc. | 0.37% | Reduce -17.4% | 56,464 | $2.7M |
| Waterway Wealth Management, LLC | 1.19% | Add +0.6% | 56,182 | $2.7M |
| Larson Financial Group LLC | 0.14% | Add +31.0% | 56,052 | $2.7M |
| Gold Investment Management Ltd. | 1.14% | Reduce -5.8% | 55,882 | $2.7M |
| Abound Financial, LLC | 1.37% | — | 55,851 | $2.7M |
| SMART Wealth LLC | 0.96% | Add +15.8% | 55,772 | $2.7M |
| WP Advisors, LLC | 0.90% | Reduce -0.1% | 55,649 | $2.7M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 8.90% | No change | 55,688 | $2.7M |
| Sharper & Granite LLC | 1.18% | Add +12.7% | 55,558 | $2.7M |
| Clarus Wealth Advisors | 1.33% | Add +5.9% | 56,228 | $2.7M |
| Wellington Management Group LLP | 0.00% | Reduce -9.9% | 55,371 | $2.7M |
| PCG Asset Management, LLC | 2.34% | — | 55,307 | $2.7M |
| Poehling Capital Management, INC. | 0.66% | Reduce -0.9% | 55,281 | $2.7M |
| Foguth Wealth Management, LLC. | 0.70% | Add +34.6% | 52,420 | $2.7M |
| Constitution Capital LLC | 1.49% | Add +188.5% | 55,098 | $2.7M |
| M3 Advisory Group, LLC | 1.90% | Add +1.3% | 55,037 | $2.7M |
| Midwest Professional Planners, LTD. | 0.79% | New | 54,426 | $2.6M |
| Keystone Financial Group | 0.26% | Reduce -0.1% | 53,932 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.39% | Add +10.7% | 53,836 | $2.6M |
| Cim, LLC | 0.37% | Reduce -0.6% | 53,296 | $2.6M |
| Brighton Jones LLC | 0.07% | Add +11.9% | 52,998 | $2.6M |
| Symmetry Investments LP | 0.15% | New | 52,900 | $2.6M |
| Sandbox Financial Partners, LLC | 0.84% | Add +9.4% | 52,406 | $2.5M |
| Banque Pictet & Cie SA | 0.02% | Reduce -7.1% | 52,180 | $2.5M |
| Main Management LLC | 0.21% | Reduce -43.1% | 52,123 | $2.5M |
| Corrado Advisors, LLC | 1.64% | Reduce -11.8% | 52,088 | $2.5M |
| Donald L. Hagan, LLC | 1.30% | Reduce -4.4% | 51,951 | $2.5M |
| Moulton Wealth Management, Inc. | 1.92% | Add +81.9% | 51,763 | $2.5M |
| Alaska Permanent Fund Corp | 0.04% | No change | 51,558 | $2.5M |
| Parallel Advisors, LLC | 0.06% | Add +4.5% | 51,279 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +26.7% | 51,197 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +26.7% | 51,197 | $2.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +3.6% | 51,079 | $2.5M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -1.0% | 50,886 | $2.5M |
| Next Level Private LLC | 0.99% | Add +0.4% | 50,871 | $2.5M |
| One Charles Private Wealth Services, LLC | 0.82% | Add +3.6% | 50,610 | $2.4M |
| HBW Advisory Services LLC | 0.25% | Add +21.8% | 50,573 | $2.4M |
| Park Edge Advisors, LLC | 0.71% | Add +81.3% | 63,711 | $2.4M |
| International Assets Investment Management, LLC | 0.20% | New | 50,656 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +0.9% | 50,164 | $2.4M |
| GFS Advisors, LLC | 0.37% | New | 50,105 | $2.4M |
| Rye Brook Capital LLC | 2.89% | New | 49,800 | $2.4M |
| Rehmann Capital Advisory Group | 0.15% | Add +261.3% | 49,768 | $2.4M |
| Mission Wealth Management, LP | 0.06% | Reduce -0.7% | 49,512 | $2.4M |
| Horizon Financial Services, LLC | 1.34% | Reduce -16.4% | 49,387 | $2.4M |
| Redwood Financial Network Corp | 1.78% | Reduce -2.0% | 49,314 | $2.4M |
| CFC Planning Co LLC | 2.53% | — | 48,924 | $2.4M |
| Rovin Capital /Ut/ | 0.85% | Reduce -3.6% | 49,002 | $2.4M |
| Dorsey Wright & Associates | 0.56% | Reduce -1.3% | 48,677 | $2.4M |
| First Horizon Advisors, Inc. | 0.07% | Add +3.4% | 48,605 | $2.3M |
| World Equity Group, Inc. | 0.50% | Add +108.1% | 48,440 | $2.3M |
| Miller Investment Management, LP | 0.26% | No change | 48,326 | $2.3M |
| Invst, LLC | 0.28% | Add +52.4% | 48,301 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +14.4% | 47,837 | $2.3M |
| Managed Asset Portfolios, LLC | 0.34% | Add +2.3% | 47,817 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +47.1% | 47,695 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -41.0% | 47,503 | $2.3M |
| Kessler Investment Group, LLC | 1.09% | Add +2.0% | 47,493 | $2.3M |
| Beacon Financial Group | 0.25% | Add +0.1% | 47,344 | $2.3M |
| Symmetry Partners, LLC | 0.32% | Add +26.3% | 47,241 | $2.3M |
| Fulcrum Equity Management | 2.26% | Add +12.8% | 47,217 | $2.3M |
| Crews Bank & Trust | 0.38% | — | 47,153 | $2.3M |
| Highland Capital Management, LLC | 0.13% | Add +7.0% | 47,082 | $2.3M |
| Calton & Associates, Inc. | 1.00% | Add +94.1% | 47,039 | $2.3M |
| Riggs Asset Managment Co. Inc. | 0.61% | Add +2.5% | 47,081 | $2.3M |
| Bulltick Wealth Management, LLC | 0.53% | Add +708.6% | 46,804 | $2.3M |
| Avitas Wealth Management LLC | 0.31% | Reduce -5.3% | 46,745 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +67.1% | 46,348 | $2.2M |
| Bay Rivers Group | 1.08% | Add +7.0% | 46,218 | $2.2M |
| Stevens Capital Management LP | 0.89% | Reduce -35.0% | 45,900 | $2.2M |
| Fisher Asset Management | 0.00% | Add +13.9% | 45,883 | $2.2M |
| 10Elms LLP | 2.78% | — | 45,833 | $2.2M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -1.8% | 46,806 | $2.2M |
| Okabena Investment Services Inc. | 0.62% | Add +7.5% | 45,816 | $2.2M |
| Talon Private Wealth, LLC | 0.46% | Add +130.9% | 45,773 | $2.2M |
| Cary Street Partners Financial LLC | 0.07% | — | 45,668 | $2.2M |
| Edgestream Partners, L.P. | 0.09% | Reduce -25.6% | 45,622 | $2.2M |
| First Bancorp, Inc | 1.51% | Reduce -8.5% | 45,619 | $2.2M |
| RiverGlades Family Offices LLC | 1.57% | Add +0.6% | 45,592 | $2.2M |
| Camelot Technology Advisors, Inc. | 2.00% | Reduce -11.8% | 45,496 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.93% | Reduce -4.2% | 45,370 | $2.2M |
| NFSG Corp | 0.56% | Add +4.5% | 45,367 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +3.2% | 45,164 | $2.2M |
| Apexium Financial, LP | 0.13% | Add +1.5% | 45,145 | $2.2M |
| Realta Investment Advisors | 0.88% | Reduce -27.5% | 44,360 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -1.7% | 44,278 | $2.1M |
| Brick & Kyle, Associates | 0.90% | Reduce -89.9% | 43,367 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +21.8% | 43,196 | $2.1M |
| Dai-ichi Life Holdings, Inc. | 2.29% | Reduce -3.2% | 42,800 | $2.1M |
| Guardian Asset Advisors, LLC | 1.33% | Add +176.8% | 42,924 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +14.2% | 42,884 | $2.1M |
| Windsor Capital Management, LLC | 0.61% | Reduce -2.2% | 42,853 | $2.1M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.9% | 42,817 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Add +52.1% | 42,786 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.49% | Add +0.3% | 42,750 | $2.1M |
| Oak Family Advisors, LLC | 0.81% | New | 42,689 | $2.1M |
| Court Place Advisors, LLC | 0.67% | Reduce -2.2% | 42,535 | $2.1M |
| Parametrica Management Ltd | 2.71% | New | 42,500 | $2.1M |
| Cavalier Investments, LLC | 0.69% | Add +4.2% | 42,458 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +161.3% | 42,392 | $2.0M |
| Janney Capital Management LLC | 0.13% | Add +6.5% | 41,702 | $2.0M |
| Kraft, Davis & Associates, LLC | 0.57% | Reduce -8.6% | 39,336 | $2.0M |
| Central Asset Investments & Management Holdings (HK) Ltd | 1.30% | New | 41,530 | $2.0M |
| Crumly & Associates Inc. | 0.55% | Reduce -2.3% | 41,486 | $2.0M |
| Greenland Capital Management LP | 0.40% | New | 41,378 | $2.0M |
| Dimension Capital Management LLC | 0.33% | Reduce -5.2% | 41,337 | $2.0M |
| Perennial Investment Advisors, LLC | 0.24% | Add +18.9% | 41,244 | $2.0M |
| Fairvoy Private Wealth, LLC | 0.53% | — | 41,197 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Add +4.9% | 41,084 | $2.0M |
| ARS Investment Partners, LLC | 0.18% | Reduce -2.9% | 40,791 | $2.0M |
| RPg Family Wealth Advisory, LLC | 0.70% | Add +6.3% | 40,703 | $2.0M |
| Scarborough Advisors, LLC | 0.27% | New | 40,182 | $1.9M |
| Moors & Cabot, Inc. | 0.09% | Add +17.3% | 40,007 | $1.9M |
| Composition Wealth, LLC | 0.04% | Add +313.2% | 39,940 | $1.9M |
| Rothschild Capital Partners, LLC | 0.47% | New | 39,870 | $1.9M |
| SVB Wealth LLC | 0.04% | New | 39,755 | $1.9M |
| Kingstone Capital Partners Texas, LLC | 1.56% | — | 39,702 | $1.9M |
| Boltwood Capital Management | 0.58% | Reduce -7.1% | 39,566 | $1.9M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -2.9% | 39,649 | $1.9M |
| Kanawha Capital Management LLC | 0.15% | Reduce -2.5% | 39,287 | $1.9M |
| WESPAC Advisors SoCal, LLC | 0.43% | Reduce -17.0% | 39,256 | $1.9M |
| Sigma Investment Counselors Inc. | 0.11% | Add +0.3% | 39,088 | $1.9M |
| Ashton Thomas Securities, LLC | 0.52% | Add +32.6% | 39,003 | $1.9M |
| Bank of Marin | 1.48% | Add +2.2% | 38,722 | $1.9M |
| MTM Investment Management, LLC | 0.72% | Add +0.0% | 38,606 | $1.9M |
| Montag A & Associates Inc. | 0.09% | Add +9.1% | 38,558 | $1.9M |
| Marcum Wealth, LLC | 0.16% | Add +23.8% | 38,421 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +55.9% | 38,408 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.6% | 38,187 | $1.8M |
| Choreo, LLC | 0.03% | Add +13.3% | 38,034 | $1.8M |
| Jacobi Capital Management LLC | 0.14% | Add +2.1% | 37,936 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +18.1% | 37,934 | $1.8M |
| Advyzon Investment Management, LLC | 0.70% | — | 37,717 | $1.8M |
| JBR Co Financial Management Inc | 1.11% | Add +36.9% | 37,612 | $1.8M |
| Wealthgarden F.S. LLC | 1.69% | Add +32.3% | 37,472 | $1.8M |
| E&G Advisors, LLC | 0.49% | Add +1.8% | 37,442 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +0.7% | 37,295 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -31.5% | 36,894 | $1.8M |
| Capital Investment Counsel, LLC | 0.30% | Add +6.0% | 36,769 | $1.8M |
| Private Trust Co. NA | 0.18% | Reduce -3.9% | 36,750 | $1.8M |
| Monetary Management Group Inc. | 0.46% | Add +0.6% | 36,750 | $1.8M |
| Accel Wealth Management | 0.67% | Add +8.2% | 36,649 | $1.8M |
| WealthShield Partners, LLC | 0.25% | Add +11.5% | 36,619 | $1.8M |
| Howard Capital Management Group, LLC | 0.12% | Reduce -2.5% | 36,536 | $1.8M |
| Gallagher Fiduciary Advisors, LLC | 0.35% | Add +6.3% | 36,473 | $1.8M |
| Golden State Wealth Management, LLC | 0.26% | — | 36,156 | $1.7M |
| Birinyi Associates Inc. | 0.48% | Add +0.4% | 36,085 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +49.8% | 36,082 | $1.7M |
| CMG Global Holdings, LLC | 0.96% | Reduce -0.0% | 34,345 | $1.7M |
| Tyler-Stone Wealth Management | 0.31% | Add +9.6% | 35,660 | $1.7M |
| Advisor OS, LLC | 0.20% | Reduce -75.9% | 35,482 | $1.7M |
| Centiva Capital, LP | 0.07% | Add +342.5% | 35,400 | $1.7M |
| VCI Wealth Management LLC | 0.72% | Add +41.8% | 35,287 | $1.7M |
| WealthPLAN Partners, LLC | 0.24% | Add +2.6% | 35,201 | $1.7M |
| Blue Chip Partners, LLC | 0.15% | Reduce -0.5% | 35,145 | $1.7M |
| Ingalls & Snyder LLC | 0.07% | Reduce -1.0% | 35,047 | $1.7M |
| Prairiewood Capital, LLC | 0.72% | Reduce -11.1% | 34,798 | $1.7M |
| McGuire Investment Group, LLC | 0.24% | Add +2.0% | 34,731 | $1.7M |
| Apollon Financial, LLC | 0.42% | Add +24.9% | 34,508 | $1.7M |
| Fiduciary Group, LLC | 0.17% | Add +20.1% | 34,193 | $1.7M |
| SOL Capital Management CO | 0.18% | No change | 34,150 | $1.6M |
| Watts Gwilliam & Co., LLC | 0.35% | Add +4.2% | 34,033 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.54% | Reduce -3.0% | 33,901 | $1.6M |
| Signet Financial Management, LLC | 0.21% | Add +2.1% | 33,765 | $1.6M |
| Silverlake Wealth Management LLC | 0.63% | Add +72.4% | 33,703 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +16.1% | 33,643 | $1.6M |
| Rik Saylor Financial, Inc. | 1.50% | — | 33,546 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.50% | Add +16.3% | 33,444 | $1.6M |
| Country Club Bank | 0.11% | Reduce -5.2% | 33,384 | $1.6M |
| LJI Wealth Management, LLC | 0.32% | Reduce -3.7% | 33,255 | $1.6M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -2.6% | 33,210 | $1.6M |
| Contravisory Investment Management, Inc. | 0.34% | Reduce -3.5% | 33,174 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.68% | Add +543.5% | 33,130 | $1.6M |
| Cladis Investment Advisory, LLC | 1.14% | Add +3.1% | 33,129 | $1.6M |
| DT Investment Partners, LLC | 0.14% | Add +1.4% | 33,014 | $1.6M |
| CX Institutional | 0.06% | Reduce -5.9% | 32,874 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.18% | Add +32.0% | 32,790 | $1.6M |
| Caprock Group, LLC | 0.05% | Add +167.7% | 32,550 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.61% | — | 30,991 | $1.6M |
| Tidal Investments LLC | 0.01% | Reduce -33.8% | 32,461 | $1.6M |
| PFS Partners, LLC | 0.85% | Reduce -78.1% | 32,402 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +10.5% | 32,342 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +38.2% | 32,342 | $1.6M |
| SP Asset Management LLC | 0.13% | Add +0.4% | 32,240 | $1.6M |
| Plimoth Trust Co. LLC | 0.40% | Reduce -1.3% | 32,236 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +1.4% | 32,191 | $1.6M |
| CWC Advisors, LLC. | 1.55% | Add +2.2% | 32,088 | $1.6M |
| Counterweight Ventures, LLC | 1.10% | Add +1.3% | 32,077 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -43.3% | 32,076 | $1.6M |
| ZEGA Investments, LLC | 0.46% | — | 30,392 | $1.5M |
| Clarity Wealth Advisors, LLC | 0.42% | Reduce -11.2% | 31,964 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +40.4% | 31,886 | $1.5M |
| Evoke Wealth, LLC | 0.04% | Add +9.4% | 31,860 | $1.5M |
| LM Advisors LLC | 0.28% | Add +13.3% | 31,836 | $1.5M |
| Successful Portfolios LLC | 1.03% | Add +0.1% | 31,802 | $1.5M |
| Leslie Global Wealth, LLC | 0.71% | Reduce -2.0% | 31,763 | $1.5M |
| Pursue Wealth Partners LLC | 0.88% | Add +23.3% | 31,754 | $1.5M |
| Soltis Investment Advisors LLC | 0.14% | Add +4.4% | 31,741 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +58.1% | 31,656 | $1.5M |
| Essex Financial Services, Inc. | 0.11% | Reduce -0.4% | 31,641 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.44% | — | 31,568 | $1.5M |
| Roberts Wealth Advisors, LLC | 0.46% | Add +13.1% | 30,753 | $1.5M |
| Circle Wealth Management, LLC | 0.03% | Add +24.1% | 31,237 | $1.5M |
| True Vision MN LLC | 0.89% | New | 30,943 | $1.5M |
| PCG Wealth Advisors, LLC | 0.55% | New | 30,876 | $1.5M |
| Patten & Patten Inc. | 0.10% | Reduce -2.2% | 30,842 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.55% | Reduce -1.0% | 28,815 | $1.5M |
| Arrow Financial Corp | 0.14% | Reduce -3.0% | 30,733 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +5.4% | 30,690 | $1.5M |
| Hollencrest Capital Management | 0.06% | Add +1.1% | 30,542 | $1.5M |
| One Wealth Map LLC | 0.89% | Reduce -5.0% | 29,002 | $1.5M |
| NBT Bank, N.A. | 0.10% | Reduce -0.2% | 30,273 | $1.5M |
| City Center Advisors, LLC | 1.64% | Add +31.7% | 30,235 | $1.5M |
| LGL Partners, LLC | 0.21% | Add +1.7% | 30,209 | $1.5M |
| EPG Wealth Management LLC | 0.38% | Reduce -18.9% | 30,091 | $1.5M |
| Fearless Solutions, LLC dba Best Invest | 1.11% | — | 30,059 | $1.5M |
| Glen Eagle Advisors, LLC | 0.24% | Add +6.2% | 30,039 | $1.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.10% | New | 30,000 | $1.4M |
| Next Capital Management LLC | 0.59% | No change | 29,868 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.0% | 29,713 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +5.4% | 29,482 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | No change | 29,375 | $1.4M |
| Clark Financial Services Group Inc. | 1.09% | New | 29,357 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -19.3% | 29,150 | $1.4M |
| Dark Forest Capital Management LP | 0.21% | Add +61.1% | 29,090 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.20% | No change | 28,991 | $1.4M |
| Davis R M Inc. | 0.03% | Add +26.1% | 28,921 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.67% | Add +107.1% | 28,803 | $1.4M |
| Marco Investment Management LLC | 0.12% | Reduce -7.2% | 28,736 | $1.4M |
| Greenwood Capital Associates LLC | 0.18% | Reduce -25.9% | 28,733 | $1.4M |
| Wedmont Private Capital | 0.07% | Add +12.9% | 29,329 | $1.4M |
| Ironwood Financial, llc | 0.29% | Add +8.8% | 28,676 | $1.4M |
| Intellectus Partners, LLC | 0.31% | Add +3.7% | 28,651 | $1.4M |
| Peoples Bank | 0.95% | Add +6.0% | 28,410 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +17.1% | 28,389 | $1.4M |
| Phillips Wealth Planners LLC | 1.36% | Add +35.9% | 28,806 | $1.4M |
| Encompass More Asset Management | 0.45% | Reduce -25.3% | 28,201 | $1.4M |
| Ring Mountain Capital, LLC | 0.91% | — | 28,137 | $1.4M |
| Audent Global Asset Management, LLC | 0.88% | Add +14.6% | 28,068 | $1.4M |
| MKT Advisors LLC | 0.59% | Add +18.3% | 26,943 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +0.4% | 27,936 | $1.4M |
| PSI Advisors, LLC | 0.40% | Add +3.3% | 27,869 | $1.3M |
| Allen Investment Management, LLC | 0.02% | No change | 27,791 | $1.3M |
| Ipsen Advisor Group LLC | 1.15% | — | 27,745 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.18% | No change | 27,576 | $1.3M |
| Keebeck Wealth Management | 0.19% | Reduce -1.0% | 27,569 | $1.3M |
| Tranquility Partners, LLC | 0.50% | Reduce -0.8% | 27,555 | $1.3M |
| Tradition Wealth Management, LLC | 0.12% | Add +2.1% | 27,510 | $1.3M |
| D L Carlson Investment Group Inc. | 0.24% | Reduce -4.1% | 27,444 | $1.3M |
| Simon Quick Advisors, LLC | 0.08% | Add +4.8% | 26,826 | $1.3M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +1.3% | 26,750 | $1.3M |
| Tsfg, LLC | 0.27% | Reduce -0.0% | 26,715 | $1.3M |
| Appleton Partners Inc. | 0.10% | Add +18.3% | 26,640 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -11.2% | 26,527 | $1.3M |
| NWF Advisory Services Inc. | 0.19% | Reduce -60.6% | 26,475 | $1.3M |
| Xcel Wealth Management, LLC | 0.36% | No change | 26,438 | $1.3M |
| Worth Asset Management, LLC | 0.68% | Reduce -0.4% | 26,215 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Add +1.0% | 26,205 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -5.6% | 26,176 | $1.3M |
| Nwi Management LP | 0.10% | No change | 26,000 | $1.3M |
| Granite FO LLC | 0.72% | No change | 25,920 | $1.3M |
| AQR Capital Management | 0.00% | Add +3.8% | 25,702 | $1.2M |
| Cape Ann Savings Bank | 0.73% | Reduce -1.6% | 25,610 | $1.2M |
| Sentinel Trust Co. Lba | 0.14% | Reduce -9.2% | 25,560 | $1.2M |
| Curi Capital, LLC | 0.03% | Add +1.7% | 25,365 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.7% | 25,261 | $1.2M |
| Mma Asset Management LLC | 0.53% | Reduce -66.0% | 25,250 | $1.2M |
| Herbst Group, LLC | 0.76% | Add +3.4% | 25,166 | $1.2M |
| German American Bancorp, Inc. | 0.13% | Reduce -2.8% | 24,991 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Add +3.3% | 24,950 | $1.2M |
| Prestige Wealth Management Group LLC | 0.25% | Reduce -0.2% | 24,823 | $1.2M |
| Certified Advisory Corp | 0.13% | Add +1.9% | 24,809 | $1.2M |
| Lyell Wealth Management, LP | 0.11% | Add +15.5% | 24,727 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | New | 24,725 | $1.2M |
| Flywheel Private Wealth LLC | 1.09% | — | 24,618 | $1.2M |
| Navellier & Associates Inc. | 0.14% | Add +16.0% | 24,611 | $1.2M |
| C2C Wealth Management, LLC | 1.10% | Reduce -0.8% | 24,557 | $1.2M |
| Personal Cfo Solutions, LLC | 0.23% | Add +19.5% | 24,524 | $1.2M |
| Peak Asset Management, LLC | 0.22% | No change | 24,398 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 24,245 | $1.2M |
| Wealthedge Investment Advisors, LLC | 0.53% | — | 24,154 | $1.2M |
| L.M. Kohn & Company | 0.30% | Add +66.8% | 24,118 | $1.2M |
| First Business Financial Services, Inc. | 0.12% | No change | 24,095 | $1.2M |
| Victory Financial Group, LLC | 0.30% | — | 24,016 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Reduce -57.5% | 23,849 | $1.2M |
| Breakwater Capital Group | 0.23% | Add +4.6% | 23,698 | $1.1M |
| Westbourne Investment Advisors, Inc. | 0.39% | Reduce -3.0% | 23,604 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Reduce -25.9% | 23,576 | $1.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.44% | Reduce -17.1% | 23,535 | $1.1M |
| Chilton Investment Co. Inc. | 0.03% | No change | 23,500 | $1.1M |
| Allie Family Office LLC | 0.63% | Reduce -5.7% | 23,445 | $1.1M |
| Davies Financial Advisors, Inc. | 0.96% | Reduce -1.1% | 23,391 | $1.1M |
| Madison Park Capital Advisors, LLC | 0.90% | Reduce -74.3% | 23,300 | $1.1M |
| Advisors Management Group Inc. | 0.27% | Add +2.8% | 23,286 | $1.1M |
| Ascent Group, LLC | 0.08% | Add +32.8% | 23,152 | $1.1M |
| Quadrant Capital Group LLC | 0.08% | No change | 23,113 | $1.1M |
| Florida Financial Advisors, LLC | 0.50% | Add +4.2% | 23,069 | $1.1M |
| Visionary Horizons, LLC | 0.73% | Reduce -0.2% | 23,040 | $1.1M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -0.1% | 23,008 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Reduce -4.1% | 22,970 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.14% | Add +4.5% | 22,891 | $1.1M |
| RMR Wealth Builders | 0.11% | Reduce -1.0% | 22,861 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -0.7% | 22,824 | $1.1M |
| WorthPointe, LLC | 0.46% | New | 22,796 | $1.1M |
| Spreng Capital Management, Inc. | 0.49% | Add +20.0% | 22,730 | $1.1M |
| Elm Partners Management LLC | 0.07% | Add +113.2% | 22,711 | $1.1M |
| Ranch Capital Advisors Inc. | 0.52% | Add +1.5% | 22,648 | $1.1M |
| Founders Financial Alliance, LLC | 0.30% | Reduce -5.3% | 22,617 | $1.1M |
| Raleigh Capital Management Inc. | 0.42% | Add +3159.4% | 22,588 | $1.1M |
| Finley Financial, LLC | 0.56% | — | 21,910 | $1.1M |
| Bell Bank | 0.08% | No change | 22,347 | $1.1M |
| Ally Invest Advisors Inc. | 0.09% | Add +10.3% | 22,318 | $1.1M |
| Global Financial Private Client, LLC | 0.40% | Add +3.8% | 21,944 | $1.1M |
| Lynx Investment Advisory | 0.72% | Reduce -0.5% | 21,798 | $1.1M |
| UNIVEST FINANCIAL Corp | 0.07% | Add +10.0% | 21,426 | $1.0M |
| Eagle Capital Management, LLC | 0.42% | Reduce -0.7% | 21,422 | $1.0M |
| Caldwell Trust Co | 0.11% | Add +2.8% | 21,183 | $1.0M |
| Rollins Financial Advisors, LLC | 0.16% | Add +12.5% | 21,174 | $1.0M |
| Prostatis Group LLC | 0.30% | Reduce -77.1% | 21,149 | $1.0M |
| Capital Insight Partners, LLC | 0.18% | Reduce -0.3% | 21,130 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -2.1% | 21,030 | $1.0M |
| Debussy Capital Management LP | 0.16% | Add +2.5% | 19,719 | $1.0M |
| EWG Elevate Inc. | 0.31% | Add +75.2% | 20,970 | $1.0M |
| Ieq Capital, LLC | 0.01% | Add +9.5% | 20,951 | $1.0M |
| Byrne Financial Freedom, LLC | 0.45% | — | 20,886 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | New | 20,489 | $990K |
| Maiden Cove Capital, LLC | 1.51% | Add +1.0% | 20,423 | $987K |
| V2 Financial group LLC | 0.60% | No change | 20,363 | $984K |
| Verdence Capital Advisors LLC | 0.08% | Add +45.2% | 20,356 | $984K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +47.6% | 20,264 | $979K |
| KG Capital Management | 0.31% | Add +0.4% | 20,253 | $979K |
| Procyon Advisors, LLC | 0.06% | Reduce -4.9% | 20,240 | $978K |
| Parkside Advisors LLC | 0.23% | No change | 20,229 | $978K |
| QRG Capital Management, Inc. | 0.01% | Add +9.8% | 20,153 | $974K |
| Richard W. Paul & Associates, LLC | 0.35% | Reduce -4.1% | 20,142 | $973K |
| McCollum Christoferson Group LLC | 0.29% | New | 20,130 | $973K |
| LVZ, Inc. | 0.12% | Reduce -1.5% | 20,113 | $972K |
| Stonebrook Private Inc. | 0.25% | Add +21.1% | 20,072 | $970K |
| Union Savings Bank | 0.48% | Reduce -4.0% | 20,028 | $968K |
| Milestone Asset Management, LLC | 0.21% | Add +184.0% | 20,016 | $967K |
| Aft, Forsyth & Sober, LLC | 0.31% | No change | 20,000 | $967K |
| Falcon Wealth Planning | 0.11% | Reduce -0.2% | 19,923 | $963K |
| Means Investment Co., Inc. | 0.10% | Add +78.8% | 19,865 | $960K |
| Global Assets Advisory, LLC | 0.53% | Add +2.4% | 19,910 | $960K |
| Schnieders Capital Management LLC | 0.19% | Reduce -7.1% | 19,849 | $959K |
| N.E.W. Advisory Services LLC | 0.09% | Add +9.2% | 19,825 | $958K |
| Roman Butler Fullerton & Co. | 0.30% | Reduce -4.6% | 18,633 | $958K |
| Alteri Wealth LLC | 0.26% | — | 19,734 | $954K |
| American Financial Advisors, LLC | 0.13% | Reduce -4.3% | 19,731 | $954K |
| CWA Asset Management Group, LLC | 0.05% | Add +247.5% | 19,723 | $953K |
| Strategic Blueprint, LLC | 0.06% | Add +52.8% | 19,646 | $950K |
| Point Windward Advisors Inc. | 0.35% | Add +3.6% | 19,605 | $948K |
| Savant Capital, LLC | 0.01% | Reduce -1.8% | 19,438 | $939K |
| Richardson Financial Services Inc. | 0.66% | New | 19,417 | $937K |
| Journey Advisory Group, LLC | 0.11% | No change | 22,759 | $936K |
| Neuberger Berman Group LLC | 0.00% | Reduce -41.3% | 19,347 | $935K |
| Glenview Trust Co | 0.02% | Add +10.9% | 19,323 | $934K |
| Gotham Asset Management | 0.01% | No change | 19,302 | $933K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 19,228 | $929K |
| Wellington Shields Capital Management, LLC | 0.16% | Reduce -5.9% | 19,150 | $926K |
| SOA Wealth Advisors, LLC. | 0.17% | Reduce -0.9% | 19,066 | $921K |
| Global Endowment Management, LP | 0.12% | No change | 19,030 | $920K |
| Taylor & Morgan Wealth Management, LLC | 0.64% | Add +10.4% | 18,987 | $918K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.4% | 18,886 | $913K |
| MV Capital Management, Inc. | 0.10% | No change | 18,857 | $911K |
| Kagan Cocozza Asset Management | 0.75% | — | 18,791 | $908K |
| Goodman Advisory Group, LLC | 0.27% | Reduce -12.2% | 18,775 | $907K |
| Norris Financial Group, LLC | 0.42% | Reduce -74.3% | 18,709 | $904K |
| Zhang Financial LLC | 0.05% | Add +60.2% | 18,498 | $894K |
| Modern Wealth Management, LLC | 0.03% | New | 18,430 | $891K |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -15.3% | 18,406 | $890K |
| SBI Securities Co., Ltd. | 0.03% | — | 18,256 | $882K |
| Nova Wealth Management, Inc. | 0.76% | — | 18,189 | $879K |
| Trust Point Inc. | 0.06% | No change | 18,174 | $878K |
| Lindbrook Capital, LLC | 0.08% | Add +3.1% | 18,148 | $877K |
| Headinvest, LLC | 0.17% | Reduce -6.2% | 18,087 | $874K |
| Powell Investment Advisors, LLC | 0.40% | Add +12.8% | 18,063 | $873K |
| SouthState Bank Corp | 0.06% | Add +14.2% | 18,004 | $870K |
| Investment Advisory Group, LLC | 0.29% | Add +0.2% | 17,875 | $864K |
| Cullen Capital Management, LLC | 0.01% | Reduce -87.9% | 17,720 | $856K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.4% | 17,717 | $856K |
| Charter Oak Capital Management, LLC | 0.08% | No change | 17,692 | $855K |
| OneAscent Financial Services LLC | 0.07% | New | 17,695 | $855K |
| AAFMAA Wealth Management & Trust LLC | 0.37% | Add +1.9% | 17,686 | $855K |
| D.B. Root & Company, LLC | 0.27% | No change | 17,635 | $852K |
| Steele Capital Management, Inc. | 0.04% | No change | 17,494 | $845K |
| LRI Investments, LLC | 0.08% | No change | 17,459 | $844K |
| Bokf, NA | 0.01% | Add +7.2% | 17,818 | $843K |
| Partners Wealth Management, LLC | 0.96% | — | 17,411 | $841K |
| Riversedge Advisors, LLC | 0.19% | No change | 17,398 | $841K |
| Pettinga Financial Advisors LLC | 0.19% | Reduce -0.9% | 17,393 | $841K |
| Whitaker-Myers Wealth Managers, LTD. | 0.24% | Reduce -31.9% | 17,331 | $838K |
| Smith, Moore & Co. | 0.08% | Reduce -3.3% | 17,304 | $836K |
| Absolute Capital Management, LLC | 0.46% | No change | 17,162 | $829K |
| RoundAngle Advisors LLC | 0.79% | — | 17,146 | $829K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +3.6% | 17,080 | $825K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 17,068 | $825K |
| Signature Wealth Management Partners, LLC | 0.57% | Add +0.3% | 17,052 | $824K |
| AmeriServ Wealth Advisors | 0.44% | — | 17,005 | $822K |
| Rational Advisors, Inc. | 0.08% | Add +2167.8% | 16,986 | $821K |
| Heritage Wealth Advisors | 0.04% | No change | 16,909 | $817K |
| Howe & Rusling Inc. | 0.07% | Add +31.8% | 16,898 | $817K |
| Peak Financial Advisors LLC | 0.42% | Reduce -0.4% | 16,857 | $815K |
| Bragg Financial Advisors, Inc | 0.03% | Add +37.0% | 16,828 | $813K |
| Penobscot Wealth Management | 0.37% | Reduce -3.6% | 16,752 | $810K |
| M.E. Allison & Co., Inc. | 0.89% | — | 16,687 | $806K |
| Benchmark Financial Wealth Advisors, LLC | 0.26% | New | 16,575 | $801K |
| Thomasville National Bank | 0.06% | Reduce -1.2% | 16,562 | $800K |
| Balboa Wealth Partners | 0.18% | Reduce -2.2% | 16,554 | $800K |
| Investment Partners, LTD. | 0.33% | No change | 16,514 | $798K |
| Rebalance, LLC | 0.06% | Add +0.4% | 16,476 | $796K |
| Obsidian Cio, LLC | 0.14% | Add +72.5% | 16,426 | $794K |
| Hilltop National Bank | 0.24% | Reduce -11.5% | 16,377 | $792K |
| Brass Tax Wealth Management, Inc. | 0.17% | New | 16,287 | $787K |
| O'ROURKE & COMPANY, Inc | 0.39% | Add +5.8% | 16,277 | $787K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -0.9% | 16,258 | $786K |
| Swmg, LLC | 0.31% | Add +2.0% | 15,572 | $785K |
| Accredited Investor Services, LLC | 0.63% | — | 16,237 | $785K |
| Wealthstar Advisors, LLC | 0.34% | — | 16,155 | $781K |
| Generali Investments, Management Co LLC | 0.20% | — | 16,141 | $780K |
| Legacy Wealth Management, LLC | 0.05% | Add +26.3% | 16,125 | $779K |
| Syon Capital LLC | 0.07% | New | 16,076 | $777K |
| Lynch & Associates | 0.17% | No change | 16,075 | $777K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -0.4% | 16,074 | $777K |
| Fidelis Capital Partners, LLC | 0.08% | Reduce -3.0% | 15,101 | $774K |
| Core Alternative Capital | 0.16% | Reduce -52.5% | 15,977 | $772K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -5.4% | 15,951 | $771K |
| Beacon Financial Advisory LLC | 0.25% | Reduce -4.2% | 15,938 | $770K |
| Brown Brothers Harriman & Co. | 0.01% | Add +17.5% | 15,903 | $769K |
| Montecito Bank & Trust | 0.13% | Reduce -6.5% | 15,899 | $768K |
| Argent Trust Co | 0.03% | No change | 15,878 | $767K |
| Mitchell Sinkler & Starr | 0.20% | No change | 15,860 | $767K |
| CHICAGO TRUST Co NA | 0.14% | Add +6.5% | 15,850 | $766K |
| Coastline Trust Co | 0.09% | No change | 15,825 | $765K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -0.4% | 15,797 | $763K |
| Edge Financial Advisors LLC | 0.68% | Reduce -0.2% | 15,793 | $763K |
| Sound Income Strategies, LLC | 0.05% | Reduce -0.3% | 15,762 | $762K |
| Quadcap Wealth Management, LLC | 0.11% | Add +1.3% | 15,751 | $761K |
| Mosley Wealth Management | 0.47% | Add +18.0% | 14,844 | $761K |
| Strategic Financial Concepts, LLC | 0.15% | Add +22.5% | 15,714 | $759K |
| First National Trust Co | 0.03% | Add +11.3% | 15,675 | $758K |
| Philip James Wealth Mangement, LLC | 0.10% | Add +0.1% | 15,520 | $750K |
| Goelzer Investment Management, Inc. | 0.04% | Add +12.9% | 15,462 | $747K |
| Adirondack Trust Co. | 0.29% | Add +1.8% | 15,455 | $747K |
| Brendel Financial Advisors LLC | 0.45% | Reduce -10.1% | 15,413 | $745K |
| Beaumont Asset Management, L.L.C. | 0.43% | Reduce -2.4% | 15,370 | $743K |
| Grantvest Financial Group LLC | 0.83% | — | 15,355 | $742K |
| Financial & Tax Architects, LLC | 0.19% | Add +0.8% | 15,263 | $738K |
| Money Concepts Capital Corp. | 0.05% | Reduce -5.7% | 15,215 | $735K |
| Worth Financial Advisory Group, LLC | 0.45% | Reduce -4.9% | 15,203 | $735K |
| Koshinski Asset Management, Inc. | 0.06% | Add +6.5% | 15,192 | $734K |
| Astra Wealth Partners LLC | 0.69% | — | 15,075 | $729K |
| KFA Private Wealth Group, LLC | 0.30% | Add +50.9% | 15,000 | $725K |
| Burford Brothers, Inc. | 0.35% | Add +7.1% | 14,892 | $720K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +4.4% | 14,871 | $719K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +13.5% | 14,863 | $718K |
| Anchor Investment Management, LLC | 0.07% | Add +2.3% | 14,825 | $717K |
| Kathleen S. Wright Associates Inc. | 0.30% | Add +0.0% | 14,810 | $716K |
| Group One Trading LLC | 0.02% | New | 14,796 | $715K |
| Webster Bank, N. A. | 0.08% | Reduce -29.2% | 14,785 | $715K |
| waypoint wealth counsel | 0.47% | No change | 14,769 | $714K |
| Prelude Capital Management, LLC | 0.06% | New | 14,699 | $710K |
| Credit Agricole S A | 0.00% | Reduce -59.9% | 14,653 | $708K |
| Axecap Investments, LLC | 0.53% | Reduce -1.3% | 14,634 | $707K |
| Investment Partners Asset Management, Inc. | 0.55% | Reduce -0.2% | 14,569 | $704K |
| Parkside Financial Bank & Trust | 0.09% | Reduce -6.3% | 14,560 | $704K |
| Slow Capital, Inc. | 0.10% | No change | 14,546 | $703K |
| Viewpoint Capital Management LLC | 0.37% | No change | 14,542 | $703K |
| Navis Wealth Advisors, LLC | 0.77% | Add +0.1% | 14,498 | $701K |
| Sterneck Capital Management, LLC | 0.38% | Reduce -10.3% | 14,448 | $698K |
| Empirical Asset Management, LLC | 0.23% | Reduce -6.0% | 14,434 | $698K |
| Crewe Advisors LLC | 0.10% | Reduce -1.8% | 14,417 | $697K |
| Manhattan West Asset Management, LLC | 0.19% | Add +29.7% | 14,415 | $697K |
| Riggs Capital Management LLC | 0.68% | — | 14,370 | $694K |
| Second Half Financial Partners, LLC | 0.34% | New | 14,345 | $693K |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 14,345 | $693K |
| Wood Tarver Financial Group, LLC | 0.23% | — | 14,357 | $693K |
| Good Life Advisors, LLC | 0.05% | Add +28.9% | 14,309 | $692K |
| Total Wealth Planning & Management, Inc. | 0.68% | — | 14,300 | $691K |
| Transatlantique Private Wealth LLC | 0.26% | No change | 14,300 | $691K |
| AdvisorNet Financial, Inc | 0.06% | Add +5.3% | 14,282 | $690K |
| FineMark National Bank & Trust | 0.02% | Add +26.0% | 14,089 | $681K |
| Capital Advantage, Inc. | 0.12% | New | 14,080 | $680K |
| Donaldson Capital Management, LLC | 0.03% | Add +202.4% | 14,069 | $680K |
| Legacy Capital Group California, Inc. | 0.21% | Add +26.6% | 14,020 | $678K |
| Principle Wealth Partners LLC | 0.05% | Reduce -9.0% | 14,009 | $677K |
| Collaborative Wealth Managment Inc. | 0.31% | Add +0.1% | 14,009 | $677K |
| Pictet North America Advisors SA | 0.06% | Add +155.4% | 13,964 | $675K |
| Sapient Capital LLC | 0.01% | Add +156.5% | 13,876 | $671K |
| Two Sigma Securities, LLC | 0.12% | Reduce -79.9% | 13,826 | $668K |
| Kiley Juergens Wealth Management, LLC | 0.17% | No change | 13,821 | $668K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -1.4% | 13,748 | $664K |
| Cornerstone Advisory, LLC | 0.07% | Add +0.4% | 12,751 | $660K |
| UMB Bank, n.a. | 0.01% | Reduce -5.7% | 13,651 | $660K |
| MCF Advisors LLC | 0.05% | No change | 13,634 | $659K |
| Atticus Wealth Management, LLC | 0.20% | Reduce -5.3% | 13,626 | $659K |
| Chilton Capital Management LLC | 0.03% | Reduce -22.4% | 13,581 | $656K |
| Greenleaf Trust | 0.01% | Add +0.3% | 13,560 | $655K |
| Moment Partners, LLC | 0.12% | — | 13,488 | $652K |
| Finward Bancorp | 0.56% | — | 13,416 | $648K |
| Acropolis Investment Management, LLC | 0.04% | Add +0.1% | 13,370 | $646K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -2.9% | 13,323 | $644K |
| Signaturefd, LLC | 0.01% | Add +4.6% | 13,309 | $643K |
| Central Bank & Trust Co. | 0.10% | Reduce -3.5% | 13,267 | $641K |
| Core Wealth Partners LLC | 0.37% | Add +98.3% | 13,238 | $640K |
| Elgethun Capital Management | 0.15% | Add +0.0% | 13,190 | $637K |
| Diligent Investors, LLC | 0.15% | Add +1.5% | 13,138 | $635K |
| VestGen Investment Management | 0.17% | Reduce -0.5% | 13,134 | $635K |
| Brightwater Advisory LLC | 0.50% | Reduce -14.1% | 13,104 | $633K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -1.6% | 13,078 | $632K |
| Johnson Financial Group, Inc. | 0.03% | Add +38.1% | 12,279 | $632K |
| Caldwell Sutter Capital, Inc. | 0.29% | Add +13.0% | 13,044 | $630K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +0.1% | 13,040 | $630K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Add +68.7% | 12,949 | $626K |
| Talisman Wealth Advisors LLC | 0.66% | Add +1.1% | 12,940 | $625K |
| Holderness Investments Co. | 0.14% | Add +3.6% | 12,922 | $625K |
| JBGlobal.com LLC | 0.66% | — | 12,921 | $624K |
| Shulman DeMeo Asset Management LLC | 0.17% | Add +2.9% | 12,915 | $624K |
| PUREfi Wealth, LLC | 0.61% | — | 12,888 | $623K |
| Carr Financial Group Corp | 0.20% | Add +4.7% | 12,864 | $622K |
| Hopwood Financial Services, Inc. | 0.47% | — | 12,832 | $620K |
| Gratus Wealth Advisors, LLC | 0.10% | Reduce -1.2% | 12,791 | $618K |
| Act Two Investors LLC | 0.12% | No change | 12,743 | $616K |
| Trust Co. of Oklahoma | 0.20% | Reduce -0.2% | 12,701 | $614K |
| Bank of Hawaii | 0.03% | No change | 12,662 | $612K |
| Wilson & Boucher Capital Management, LLC | 0.43% | Add +61.1% | 12,650 | $611K |
| Peterson Wealth Management | 0.36% | Reduce -0.5% | 12,645 | $611K |
| Meridian Wealth Advisors, LLC | 0.10% | No change | 12,582 | $608K |
| Rezny Wealth Management, Inc. | 0.15% | New | 12,538 | $606K |
| Modera Wealth Management, LLC | 0.01% | Add +23.1% | 12,499 | $604K |
| Modus Advisors, LLC | 0.19% | Add +0.3% | 12,479 | $603K |
| Pettyjohn, Wood & White, Inc. | 0.11% | Reduce -0.8% | 12,405 | $600K |
| Guardian Partners Inc. | 0.06% | — | 12,279 | $595K |
| Condor Capital Management | 0.05% | Reduce -2.0% | 12,280 | $593K |
| Country Trust Bank | 0.01% | Add +6.1% | 12,271 | $593K |
| Soros Fund Management | 0.01% | Reduce -99.6% | 12,270 | $593K |
| Cadent Capital Advisors, LLC | 0.21% | Add +56.3% | 12,237 | $591K |
| Kaydan Wealth Management, Inc. | 0.20% | Add +6.2% | 12,230 | $591K |
| 1834 Investment Advisors Co. | 0.07% | No change | 12,227 | $591K |
| tru Independence LLC | 0.18% | Add +0.4% | 12,178 | $589K |
| Barometer Capital Management Inc. | 0.24% | New | 14,300 | $588K |
| Cumberland Partners Ltd | 0.04% | Add +2.3% | 12,151 | $587K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.8% | 12,150 | $587K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -2.6% | 12,149 | $587K |
| Flputnam Investment Management Co. | 0.01% | Add +9.7% | 12,083 | $584K |
| Courier Capital LLC | 0.04% | Add +0.2% | 12,050 | $582K |
| Old North State Trust, LLC | 0.37% | No change | 12,000 | $580K |
| GAMMA Investing LLC | 0.05% | No change | 11,990 | $579K |
| PFG Advisors | 0.04% | Reduce -1.5% | 11,986 | $579K |
| Morangie Management LLC | 0.47% | — | 11,982 | $579K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | No change | 11,977 | $579K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.0% | 11,969 | $578K |
| First Wilshire Securities Management Inc. | 0.16% | No change | 11,950 | $578K |
| University of Texas/Texas Am Investment Management Co. | 0.07% | No change | 11,949 | $577K |
| Lake Street Advisors Group, LLC | 0.03% | New | 11,945 | $577K |
| Braun Stacey Associates Inc. | 0.02% | Add +1.8% | 11,932 | $577K |
| James Investment Research, Inc. | 0.07% | Add +1.9% | 11,915 | $576K |
| Clay Northam Wealth Management, LLC | 0.37% | No change | 11,817 | $571K |
| Choate Investment Advisors | 0.01% | Reduce -2.5% | 11,810 | $571K |
| Up Strategic Wealth Investment Advisors LLC | 0.57% | No change | 11,809 | $571K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 11,737 | $567K |
| Strategic Advisors LLC | 0.10% | Reduce -27.1% | 11,735 | $567K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -1.6% | 11,734 | $567K |
| Mathes Company, Inc. | 0.21% | No change | 11,700 | $565K |
| Waldron Private Wealth LLC | 0.02% | Reduce -36.9% | 11,625 | $562K |
| Coldstream Capital Management Inc. | 0.01% | Add +83.5% | 11,625 | $562K |
| Leo Wealth, LLC | 0.05% | Add +10.9% | 11,609 | $561K |
| TruWealth Advisors, LLC | 0.03% | Add +0.0% | 11,598 | $561K |
| Inspire Advisors, LLC | 0.07% | Add +4.5% | 11,558 | $559K |
| Strategic Investment Advisors / MI | 0.06% | New | 11,463 | $554K |
| WMS Partners, LLC | 0.03% | No change | 11,454 | $554K |
| Lionshead Wealth Management, LLC | 0.40% | — | 11,448 | $553K |
| Pines Wealth Management, LLC | 0.24% | — | 11,665 | $552K |
| HM Payson & Co. | 0.01% | No change | 11,420 | $552K |
| Arete Wealth Advisors, LLC | 0.04% | Add +13.8% | 11,405 | $551K |
| Legacy Wealth Asset Management, LLC | 0.15% | Reduce -1.7% | 11,392 | $551K |
| Grassi Investment Management | 0.05% | Reduce -2.9% | 11,384 | $550K |
| Brave Asset Management Inc. | 0.17% | Add +9.7% | 11,378 | $550K |
| Wealthcare Capital Partners, LLC | 0.29% | — | 11,347 | $548K |
| L & S Advisors Inc | 0.07% | Reduce -0.2% | 11,285 | $545K |
| Private Portfolio Partners LLC | 0.10% | Reduce -7.3% | 11,269 | $545K |
| Ahl Investment Management, Inc. | 0.38% | No change | 11,243 | $543K |
| Fortem Financial Group, LLC | 0.21% | Add +84.0% | 11,231 | $543K |
| Biltmore Family Office, LLC | 0.09% | No change | 11,225 | $543K |
| Elevatus Welath Management | 0.18% | No change | 11,181 | $540K |
| RPG Investment Advisory, LLC | 0.07% | Reduce -0.9% | 11,136 | $538K |
| Key Financial Inc | 0.12% | Add +0.2% | 11,136 | $538K |
| Bristlecone Advisors, LLC | 0.04% | No change | 11,115 | $537K |
| Jackson Hole Capital Partners, LLC | 0.11% | Add +0.0% | 11,039 | $533K |
| Allen Capital Group, LLC | 0.07% | Add +0.2% | 10,995 | $531K |
| Blueprint Investment Partners LLC | 0.08% | New | 10,985 | $531K |
| American State Bank (Iowa) | 0.32% | Reduce -0.1% | 10,984 | $531K |
| Hexagon Capital Partners LLC | 0.10% | Add +3.7% | 10,924 | $528K |
| Wealth Advisory Solutions, LLC | 0.15% | Reduce -2.0% | 10,906 | $527K |
| Wealth Effects LLC | 0.19% | Add +26.8% | 10,902 | $527K |
| Almanack Investment Partners, LLC. | 0.08% | New | 10,874 | $526K |
| Kaizen Financial Strategies | 0.30% | Add +0.4% | 10,866 | $525K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +92.7% | 10,835 | $524K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 10,803 | $522K |
| YHB Investment Advisors, Inc. | 0.04% | No change | 10,698 | $517K |
| Bedel Financial Consulting, Inc. | 0.07% | Add +0.7% | 9,974 | $515K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +33.2% | 10,654 | $515K |
| Spartan Planning & Wealth Management | 0.47% | — | 10,635 | $514K |
| Legacy Advisors, LLC | 0.05% | New | 10,490 | $507K |
| Severin Investments, LLC | 0.50% | — | 10,469 | $506K |
| Sherman Asset Management, Inc. | 0.46% | — | 10,460 | $506K |
| Childress Capital Advisors, LLC | 0.14% | No change | 10,452 | $505K |
| Argyle Capital Partners, LLC | 0.43% | — | 10,433 | $504K |
| SkyOak Wealth, LLC | 0.11% | New | 10,401 | $503K |
| Aveo Capital Partners, LLC | 0.06% | New | 10,399 | $503K |
| Disciplined Investors, L.L.C. | 0.48% | — | 10,524 | $502K |
| Southland Equity Partners LLC | 0.12% | Reduce -1.4% | 10,355 | $500K |
| Measured Wealth Private Client Group, LLC | 0.16% | Add +52.2% | 10,318 | $499K |
| Verus Capital Partners, LLC | 0.05% | Add +101.0% | 10,312 | $498K |
| Seven Springs Wealth Group, LLC | 0.19% | No change | 10,262 | $496K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -13.6% | 10,181 | $492K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Reduce -0.4% | 10,134 | $490K |
| Destination Wealth Management | 0.02% | Add +2.6% | 10,066 | $486K |
| Aviance Capital Partners, LLC | 0.07% | Add +0.0% | 10,047 | $486K |
| Select Asset Management & Trust | 0.19% | No change | 10,035 | $485K |
| NCP Inc. | 0.25% | Reduce -3.7% | 10,018 | $484K |
| Jupiter Wealth Management LLC | 0.24% | New | 10,000 | $483K |
| Ameliora Wealth Management Ltd. | 0.18% | New | 10,000 | $483K |
| Drexel Morgan & Co. | 0.10% | No change | 10,000 | $483K |
| Levin Capital Strategies, L.P. | 0.05% | No change | 10,000 | $483K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.21% | Reduce -41.2% | 10,000 | $483K |
| MGB Wealth Management, LLC | 0.15% | Add +2.1% | 9,980 | $482K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +72.0% | 8,921 | $476K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +8.2% | 9,829 | $475K |
| Carnegie Lake Advisors LLC | 0.19% | Add +84.8% | 9,823 | $475K |
| Ellevest, Inc. | 0.03% | No change | 9,823 | $475K |
| Berkeley Capital Partners, LLC | 0.13% | Add +1.0% | 9,806 | $474K |
| Moneco Advisors, LLC | 0.05% | Add +5.0% | 9,779 | $473K |
| Amplius Wealth Advisors, LLC | 0.05% | No change | 9,723 | $470K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 9,719 | $470K |
| Luminist Capital LLC | 0.82% | — | 9,713 | $469K |
| Pier 88 Investment Partners LLC | 0.57% | New | 9,700 | $469K |
| Fourpath Capital Management, LLC | 0.09% | Add +13.4% | 9,699 | $469K |
| Wealth Architects, LLC | 0.05% | Add +79.3% | 9,692 | $468K |
| Retirement Income Solutions, Inc. | 0.09% | Add +59.9% | 9,686 | $468K |
| Lodestone Wealth Management LLC | 0.23% | Reduce -3.2% | 9,679 | $468K |
| ELCO Management Co., LLC | 0.25% | Reduce -43.7% | 9,655 | $467K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.5% | 9,644 | $466K |
| KKM Financial LLC | 0.19% | No change | 9,568 | $462K |
| Diversified Enterprises, LLC | 0.04% | Add +16.1% | 9,561 | $462K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -2.1% | 9,500 | $459K |
| Twin Tree Management, LP | 0.01% | Reduce -99.5% | 9,457 | $457K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 9,419 | $455K |
| Clearbridge Investments, LLC | 0.00% | Reduce -37.6% | 9,374 | $453K |
| Alterna Wealth Management, Inc. | 0.38% | Reduce -86.0% | 9,352 | $452K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -11.4% | 9,346 | $452K |
| Titleist Asset Management, LLC | 0.05% | Add +102.9% | 9,340 | $451K |
| Family Firm, Inc. | 0.10% | New | 9,325 | $451K |
| Forum Financial Management, LP | 0.01% | Add +5.9% | 9,320 | $450K |
| Royal Capital Wealth Management, LLC | 0.31% | Reduce -3.2% | 9,290 | $449K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 9,279 | $448K |
| Fusion Capital, LLC | 0.18% | Add +0.3% | 9,260 | $448K |
| Blue Trust, Inc. | 0.01% | Reduce -17.6% | 9,254 | $447K |
| Sovran Advisors, LLC | 0.06% | — | 9,227 | $445K |
| Integrity Alliance, Llc. | 0.05% | — | 9,211 | $445K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | Reduce -1.4% | 9,196 | $444K |
| Capital Advisors Inc. | 0.01% | Add +3.0% | 9,186 | $444K |
| Prepared Retirement Institute LLC | 0.25% | New | 9,183 | $444K |
| IPG Investment Advisors LLC | 0.10% | Add +32.1% | 9,174 | $443K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -10.5% | 9,137 | $442K |
| Gerber, LLC | 0.32% | Add +0.1% | 9,125 | $441K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +34.3% | 9,121 | $441K |
| Breed's Hill Capital LLC | 0.23% | No change | 9,100 | $440K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -19.9% | 9,090 | $439K |
| STAR Financial Bank | 0.32% | Reduce -3.4% | 9,079 | $439K |
| Rothschild Investment LLC | 0.03% | Add +0.1% | 9,022 | $436K |
| Solutions 4 Wealth, Ltd | 0.79% | Add +0.3% | 8,984 | $434K |
| Richardson Capital Management LLC | 0.28% | No change | 8,944 | $432K |
| Equitable Trust Co. | 0.02% | New | 8,893 | $430K |
| Arax Advisory Partners | 0.03% | Add +191.3% | 8,851 | $428K |
| All Terrain Financial Advisors, LLC | 0.17% | No change | 8,834 | $427K |
| Private Capital Management, LLC | 0.05% | Reduce -33.5% | 8,830 | $427K |
| Ritholtz Wealth Management | 0.01% | Add +6.7% | 8,802 | $425K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +2.9% | 8,253 | $424K |
| Hillcrest Wealth Advisors - NY, LLC | 0.20% | Add +9.7% | 8,775 | $424K |
| HCR Wealth Advisors | 0.05% | Add +54.5% | 8,727 | $422K |
| Aurora Private Wealth, Inc. | 0.32% | Add +3.0% | 8,704 | $421K |
| Edge Capital Group, LLC | 0.02% | Add +3.8% | 8,697 | $420K |
| Two West Capital Advisors LLC | 0.36% | New | 8,691 | $420K |
| Creegan & Nassoura Financial Group, LLC | 0.28% | Reduce -2.5% | 8,675 | $419K |
| River Wealth Advisors LLC | 0.06% | Reduce -31.0% | 8,644 | $418K |
| Summit X, LLC | 0.09% | Add +16.0% | 8,632 | $417K |
| USA Financial Formulas | 0.07% | Reduce -14.1% | 8,630 | $417K |
| Destiny Capital Corp | 0.25% | No change | 8,615 | $416K |
| Formidable Asset Management, LLC | 0.07% | Reduce -0.1% | 8,586 | $415K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -15.3% | 8,020 | $415K |
| Integral Investment Advisors, Inc. | 0.13% | Add +2.8% | 8,563 | $414K |
| Aries Wealth Management | 0.11% | No change | 8,554 | $413K |
| Proffitt & Goodson Inc. | 0.07% | Add +10.4% | 8,543 | $413K |
| SlateStone Wealth, LLC | 0.04% | No change | 8,527 | $412K |
| Executive Wealth Management, LLC | 0.03% | Reduce -35.4% | 8,494 | $411K |
| Legacy Edge Advisors, LLC | 0.06% | Add +23.5% | 8,468 | $409K |
| LongView Wealth Management | 0.12% | Add +15.6% | 8,457 | $409K |
| Comprehensive Wealth Management, LLC | 0.30% | Reduce -0.4% | 8,439 | $408K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.7% | 8,437 | $408K |
| One Wealth Management Investment & Advisory Services, LLC | 0.65% | No change | 8,419 | $407K |
| Mosaic Financial Group, LLC | 0.29% | Reduce -1.3% | 8,388 | $405K |
| Centennial Bank | 0.19% | No change | 8,377 | $405K |
| Delta Financial Group, Inc. | 0.09% | Reduce -0.8% | 8,369 | $404K |
| Coordinated Financial Services, Inc. | 0.32% | — | 8,359 | $404K |
| Ascentis Independent Advisors | 0.08% | Add +6.0% | 8,357 | $404K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Reduce -13.3% | 8,327 | $402K |
| HMV Wealth Advisors, LLC | 0.40% | — | 8,311 | $402K |
| Lighthouse Financial LLC | 0.33% | — | 8,311 | $402K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.04% | No change | 8,285 | $400K |
| First Heartland Consultants, Inc. | 0.04% | Add +5.7% | 8,251 | $399K |
| Herold Advisors, Inc. | 0.09% | Add +0.4% | 8,171 | $395K |
| Afg Fiduciary Services Limited Partnership | 0.28% | New | 7,964 | $394K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -11.7% | 8,113 | $393K |
| Tiller Private Wealth, Inc. | 0.17% | Add +22.0% | 8,119 | $392K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -65.0% | 8,117 | $392K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +1.3% | 8,071 | $392K |
| SeaBridge Investment Advisors LLC | 0.08% | New | 8,052 | $389K |
| Manchester Capital Management LLC | 0.05% | No change | 8,039 | $389K |
| Sage Capital Advisors,llc | 0.10% | Add +0.0% | 8,025 | $388K |
| Sebold Capital Management, Inc. | 0.26% | Reduce -7.7% | 8,012 | $387K |
| Cowa, LLC | 0.19% | No change | 8,000 | $387K |
| Ameriflex Group, Inc. | 0.18% | — | 7,441 | $383K |
| Exchange Capital Management, Inc. | 0.06% | No change | 7,917 | $383K |
| Romano Brothers and Company | 0.05% | No change | 7,894 | $382K |
| Sonora Investment Management Group, LLC | 0.03% | Add +6.3% | 7,876 | $381K |
| First County Bank | 0.21% | Reduce -7.6% | 7,871 | $380K |
| Sharkey, Howes & Javer | 0.05% | No change | 7,842 | $379K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +5.1% | 7,807 | $377K |
| Gallacher Capital Management LLC | 0.19% | Reduce -0.3% | 7,780 | $376K |
| Meridian Financial Advisors, LLC | 0.26% | Add +11.4% | 7,778 | $376K |
| TigerOak Management, L.L.C. | 0.14% | — | 7,777 | $376K |
| Loudon Investment Management, LLC | 0.21% | No change | 7,740 | $374K |
| Riverview Capital Advisers, LLC | 0.11% | Reduce -0.2% | 7,737 | $374K |
| Summit Trail Advisors, LLC | 0.01% | Add +1.5% | 7,713 | $373K |
| KWB Wealth | 0.05% | Reduce -25.0% | 8,224 | $373K |
| InTrack Investment Management Inc | 0.26% | No change | 7,714 | $372K |
| Sterling Investment Management, LLC | 0.29% | Reduce -21.5% | 7,691 | $372K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -2.2% | 7,682 | $371K |
| Grandview Asset Management LLC | 0.14% | Add +61.4% | 7,666 | $371K |
| Lansing Street Advisors | 0.13% | New | 7,649 | $370K |
| Bison Wealth, LLC | 0.08% | Add +2.8% | 7,640 | $369K |
| High Falls Advisors, Inc | 0.09% | Add +0.2% | 7,627 | $369K |
| Florida Trust Wealth Management Co | 0.01% | No change | 7,604 | $368K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 7,593 | $367K |
| LifeSteps Financial, Inc. | 0.28% | Add +7.7% | 7,562 | $365K |
| Cottage Street Advisors LLC | 0.19% | New | 7,551 | $365K |
| BluePointe Capital Management, LLC | 0.21% | Reduce -12.1% | 7,545 | $365K |
| Saxony Capital Management, LLC | 0.32% | Reduce -49.1% | 7,516 | $363K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -0.5% | 7,509 | $363K |
| Absolute Gestao de Investimentos Ltda. | 0.15% | Reduce -95.0% | 7,500 | $362K |
| SFE Investment Counsel | 0.08% | Reduce -10.4% | 7,480 | $362K |
| Addison Advisors LLC | 0.10% | Reduce -2.5% | 7,474 | $361K |
| First United Bank & Trust | 0.13% | Reduce -1.0% | 7,431 | $359K |
| MRWM Advisors, LLC | 0.28% | — | 7,424 | $359K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | New | 7,414 | $358K |
| Lion Street Advisors, LLC | 0.11% | Add +67.0% | 7,405 | $358K |
| Liberty Wealth Management LLC | 0.06% | Add +3.1% | 7,386 | $357K |
| Investment Advisory Services Inc. /TX | 0.13% | Add +0.1% | 7,380 | $357K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +39.7% | 7,374 | $356K |
| Vise Technologies, Inc. | 0.03% | New | 7,373 | $356K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -6.1% | 7,368 | $356K |
| Eastern Bank | 0.01% | Add +26.5% | 7,361 | $356K |
| Gradient Investments LLC | 0.01% | Add +6.6% | 7,360 | $356K |
| Friedenthal Financial | 0.21% | Add +46.8% | 7,355 | $355K |
| Wealth Watch Advisors, INC | 0.22% | — | 7,346 | $355K |
| Avestar Capital, LLC | 0.03% | Add +19.1% | 7,328 | $354K |
| Smith Thornton Advisors LLC | 0.22% | No change | 7,328 | $354K |
| Wernau Asset Management Inc. | 0.34% | — | 7,313 | $353K |
| LFA - Lugano Financial Advisors SA | 0.23% | No change | 7,300 | $353K |
| Opinicus Capital, Inc. | 0.30% | Add +10.4% | 7,275 | $352K |
| BIP Wealth, LLC | 0.02% | Add +20.7% | 7,258 | $351K |
| Firestone Capital Management | 0.09% | Add +5.2% | 7,257 | $351K |
| Parsons Capital Management Inc. | 0.02% | Add +1.0% | 7,254 | $351K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -18.2% | 7,245 | $350K |
| Aspen Investment Management Inc | 0.16% | No change | 7,233 | $350K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -7.5% | 7,241 | $350K |
| Register Financial Advisors LLC | 0.18% | Add +3.4% | 7,225 | $349K |
| Compound Planning, Inc. | 0.02% | New | 7,222 | $349K |
| Fort Point Capital Partners LLC | 0.04% | Add +29.9% | 7,196 | $348K |
| Arkos Global Advisors | 0.05% | Add +3.8% | 7,172 | $347K |
| Arlington Trust Co LLC | 0.07% | Reduce -29.5% | 7,165 | $346K |
| Vista Investment Management | 0.13% | Reduce -1.4% | 7,150 | $346K |
| Carret Asset Management, LLC | 0.04% | Reduce -2.7% | 7,116 | $344K |
| Agate Pass Investment Management, LLC | 0.16% | No change | 7,108 | $344K |
| Washburn Capital Management, Inc. | 0.21% | New | 6,938 | $335K |
| Financial Life Planners | 0.28% | — | 6,922 | $335K |
| Duncker Streett & Co. Inc. | 0.06% | Reduce -14.4% | 6,910 | $334K |
| SageView Advisory Group, LLC | 0.01% | Add +10.7% | 6,864 | $332K |
| CRA Financial Services, LLC | 0.06% | Reduce -2.2% | 6,847 | $331K |
| Pointe Capital Management LLC | 0.19% | Add +0.0% | 6,839 | $331K |
| Panoramic Investment Advisors, LLC | 0.22% | Add +11.6% | 6,840 | $331K |
| Resurgent Financial Advisors LLC | 0.19% | Add +35.6% | 6,817 | $329K |
| Strive Asset Management, LLC | 0.25% | — | 6,814 | $329K |
| MSH Capital Advisors LLC | 0.10% | Reduce -6.4% | 6,800 | $329K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.7% | 6,798 | $329K |
| JMG Financial Group, Ltd. | 0.01% | No change | 6,765 | $327K |
| Mattern Wealth Management LLC | 0.07% | No change | 6,726 | $325K |
| Aull & Monroe Investment Management Corp | 0.17% | No change | 6,709 | $324K |
| LCNB Corp. | 0.12% | New | 6,702 | $324K |
| Autumn Glory Partners, LLC | 0.16% | Add +8.5% | 6,698 | $324K |
| Medallion Wealth Advisors, LLC | 0.16% | — | 6,678 | $323K |
| Berkshire Asset Management LLC | 0.02% | No change | 6,349 | $323K |
| Minot DeBlois Advisors LLC | 0.29% | — | 6,679 | $323K |
| Delta Capital Management LLC | 0.19% | New | 6,650 | $321K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -52.8% | 7,000 | $320K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 12,281 | $320K |
| Clare Market Investments LLC | 0.08% | Reduce -6.8% | 6,604 | $319K |
| Pinnacle Financial Group, LLC / IL | 0.12% | Add +1.8% | 6,595 | $319K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 6,576 | $318K |
| Ehrlich Financial Group | 0.23% | Add +18.3% | 6,573 | $318K |
| Pine Haven Investment Counsel, Inc | 0.26% | Reduce -18.6% | 6,570 | $318K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 6,551 | $317K |
| Clarius Group, LLC | 0.02% | No change | 6,550 | $317K |
| Financial Sense Advisors, Inc. | 0.11% | Add +4.0% | 6,519 | $315K |
| Independence Bank of Kentucky | 0.05% | Reduce -3.7% | 6,492 | $314K |
| Embree Financial Group | 0.05% | Add +13.2% | 6,481 | $313K |
| Meridian Investment Counsel Inc. | 0.09% | Add +6.5% | 6,475 | $313K |
| Sonata Capital Group Inc. | 0.13% | No change | 6,461 | $312K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 6,445 | $311K |
| GWN Securities Inc. | 0.08% | — | 6,120 | $311K |
| Magnolia Capital Management Ltd. | 0.25% | No change | 6,430 | $311K |
| Eagle Ridge Investment Management | 0.03% | No change | 6,415 | $310K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -9.5% | 6,423 | $310K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +12.7% | 6,401 | $309K |
| Accredited Investors Inc. | 0.02% | Reduce -9.4% | 6,379 | $308K |
| Second Line Capital, LLC | 0.08% | Add +1.0% | 6,372 | $308K |
| Holland Advisory Services, Inc. | 0.40% | Reduce -3.8% | 6,370 | $308K |
| Arbor Investment Advisors, LLC | 0.04% | New | 6,370 | $308K |
| Bank of Stockton | 0.09% | New | 6,366 | $308K |
| Savvy Advisors, Inc. | 0.04% | Add +7.1% | 6,346 | $307K |
| Allred Capital Management, LLC | 0.12% | Add +19.1% | 6,310 | $305K |
| Arcataur Capital Management LLC | 0.10% | Reduce -0.4% | 6,281 | $304K |
| Black Diamond Financial, LLC | 0.05% | Reduce -10.1% | 6,231 | $301K |
| Asset Management Group, Inc. | 0.05% | Add +0.2% | 6,226 | $301K |
| Chapin Davis, Inc. | 0.10% | No change | 6,635 | $301K |
| Arista Wealth Management, LLC | 0.07% | No change | 6,215 | $300K |
| Seelaus Asset Management LLC | 0.28% | New | 6,163 | $298K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -3.0% | 6,148 | $297K |
| Clarity Capital Partners LLC | 0.15% | Add +8.4% | 6,132 | $296K |
| Certuity, LLC | 0.03% | Add +12.9% | 6,120 | $296K |
| McHugh Group, LLC | 0.22% | — | 6,100 | $295K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -89.8% | 6,069 | $293K |
| Alpha Cubed Investments, LLC | 0.01% | Add +15.7% | 6,054 | $293K |
| Benedict Financial Advisors Inc. | 0.07% | New | 6,048 | $292K |
| Ball & Co Wealth Management Inc. | 0.23% | — | 6,020 | $290K |
| Maxwell Wealth Strategies Inc. | 0.12% | No change | 6,000 | $290K |
| Harmony Asset Management LLC | 0.11% | Reduce -16.6% | 5,998 | $290K |
| Twin Capital Management Inc. | 0.03% | No change | 5,955 | $288K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 5,940 | $287K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -0.4% | 5,940 | $287K |
| Acorns Advisers, LLC | 0.00% | New | 5,934 | $287K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -8.7% | 5,917 | $286K |
| Warther Private Wealth, LLC | 0.10% | No change | 5,887 | $285K |
| Horrell Capital Management, Inc. | 0.08% | Add +3.4% | 5,872 | $284K |
| Cape Investment Advisory, Inc. | 0.11% | Add +2.9% | 5,872 | $284K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -0.0% | 5,828 | $282K |
| Renaissance Technologies | 0.00% | New | 5,800 | $280K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 5,793 | $280K |
| Marion Wealth Management | 0.07% | Add +0.5% | 5,773 | $279K |
| Lakeridge Wealth Management LLC | 0.14% | Add +0.0% | 5,742 | $278K |
| SilverOak Wealth Management LLC | 0.06% | No change | 5,727 | $277K |
| Continuum Advisory, LLC | 0.04% | Reduce -1.3% | 5,702 | $276K |
| New Century Financial Group, LLC | 0.12% | Add +13.8% | 5,662 | $275K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 5,672 | $274K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 5,665 | $274K |
| FSM Wealth Advisors, LLC | 0.07% | Add +3.4% | 5,497 | $274K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +0.2% | 5,653 | $273K |
| First International Bank & Trust | 0.09% | No change | 5,649 | $273K |
| SignalPoint Asset Management, LLC | 0.07% | Add +2.0% | 5,641 | $273K |
| Winthrop Advisory Group LLC | 0.03% | Add +12.3% | 5,628 | $272K |
| Purkiss Capital Advisors LLC | 0.23% | — | 5,618 | $272K |
| Shufro Rose & Co. LLC | 0.02% | No change | 5,600 | $271K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 5,599 | $271K |
| Rockbridge Investment Management, LCC | 0.03% | Add +14.1% | 5,593 | $270K |
| Round Rock Advisors LLC | 0.06% | Add +3.6% | 5,554 | $268K |
| Peoples Financial Services Corp. | 0.12% | Reduce -4.2% | 5,535 | $268K |
| Arlington Capital Management, Inc. | 0.18% | Reduce -1.3% | 5,526 | $267K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +7.7% | 5,517 | $267K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -15.2% | 5,509 | $266K |
| FWG Holdings, LLC | 0.13% | No change | 5,177 | $265K |
| Lokken Investment Group LLC | 0.11% | Add +0.0% | 5,485 | $265K |
| Gsa Capital Partners LLP | 0.02% | New | 5,407 | $261K |
| Athena Investment Management | 0.15% | No change | 5,400 | $261K |
| Dunhill Financial, LLC | 0.12% | Add +100.0% | 5,400 | $261K |
| Wealth Alliance Advisory Group, LLC | 0.06% | Add +0.0% | 5,396 | $261K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 5,394 | $261K |
| American National Bank & Trust | 0.03% | Reduce -7.4% | 5,384 | $260K |
| Fairhaven Wealth Management, LLC | 0.08% | Add +11.7% | 5,346 | $258K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 5,305 | $256K |
| Parcion Private Wealth LLC | 0.02% | Add +0.2% | 5,270 | $255K |
| Smith Asset Management Co., LLC | 0.25% | — | 5,255 | $254K |
| Narwhal Capital Management | 0.02% | No change | 5,250 | $254K |
| Precedent Wealth Partners, LLC | 0.08% | No change | 5,244 | $253K |
| Farmers National Bank | 0.07% | — | 5,236 | $253K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -6.6% | 5,232 | $253K |
| Nicolet Advisory Services, LLC | 0.02% | New | 5,342 | $253K |
| Flagstone Financial Management | 0.08% | No change | 5,227 | $253K |
| Kapstone Financial Advisors LLC | 0.13% | No change | 4,924 | $253K |
| First Citizens Financial Corp | 0.14% | New | 5,212 | $252K |
| Bluesphere Advisors LLC | 0.12% | New | 5,208 | $252K |
| Orleans Capital Management Corp. | 0.14% | Add +10.2% | 4,880 | $252K |
| Gradient Capital Advisors, LLC | 0.08% | Add +0.0% | 5,199 | $251K |
| Fiduciary Alliance LLC | 0.03% | New | 5,187 | $251K |
| American Trust | 0.02% | New | 5,144 | $249K |
| Tortoise Investment Management, LLC | 0.03% | Add +10.8% | 5,135 | $248K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 5,133 | $248K |
| Hudson Portfolio Management LLC | 0.24% | New | 5,129 | $248K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +0.0% | 5,063 | $245K |
| Avalon Capital Management | 0.08% | No change | 5,050 | $244K |
| Cornerstone Select Advisors, LLC | 0.23% | — | 5,045 | $244K |
| Integrity Financial Corp | 0.14% | Add +11.8% | 5,025 | $243K |
| Patron Partners, LLC | 0.13% | Reduce -2.5% | 5,023 | $243K |
| Allegheny Financial Group | 0.06% | Add +4.2% | 5,018 | $243K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.09% | — | 5,010 | $242K |
| Huntleigh Advisors, Inc. | 0.05% | — | 4,999 | $242K |
| Fiduciary Financial Group, LLC | 0.05% | New | 5,103 | $241K |
| Claret Asset Management Corp | 0.04% | No change | 4,995 | $241K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 4,986 | $241K |
| Towercrest Capital Management | 0.04% | New | 4,976 | $241K |
| Millstone Evans Group, LLC | 0.16% | — | 4,976 | $240K |
| Legacy Private Trust Co. | 0.02% | New | 4,974 | $240K |
| Soundwatch Capital LLC | 0.03% | New | 4,973 | $240K |
| Retirement Planning Group, LLC | 0.01% | New | 4,972 | $240K |
| West Oak Capital, LLC | 0.13% | Add +37.4% | 4,962 | $240K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | Reduce -86.3% | 4,956 | $240K |
| Myecfo, LLC | 0.13% | Add +2.1% | 4,955 | $239K |
| Gray Private Wealth, LLC | 0.14% | Add +0.2% | 4,952 | $239K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | No change | 4,924 | $238K |
| Bearing Point Capital, LLC | 0.05% | — | 4,868 | $235K |
| Arcus Capital Partners, LLC | 0.07% | Reduce -0.8% | 5,557 | $234K |
| First National Corp. /Ma/ | 0.05% | Reduce -6.1% | 4,834 | $234K |
| Capital Square, LLC | 0.13% | New | 4,591 | $233K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.25% | — | 4,807 | $232K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -2.3% | 4,799 | $232K |
| Wela Strategies, Inc. | 0.10% | Reduce -99.1% | 986 | $231K |
| Nikulski Financial, Inc. | 0.07% | No change | 4,785 | $231K |
| Marex Group Ltd | 0.00% | Add +4.0% | 4,782 | $231K |
| GEM Asset Management, LLC | 0.13% | New | 4,776 | $231K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 4,758 | $230K |
| Diversified Portfolios, Inc. | 0.03% | No change | 4,750 | $230K |
| Chicago Capital, LLC | 0.01% | No change | 4,739 | $229K |
| First American Bank | 0.02% | New | 4,720 | $228K |
| First Western Trust Bank | 0.01% | No change | 4,699 | $227K |
| Safeguard Financial, LLC | 0.05% | Add +0.4% | 4,699 | $227K |
| Lazari Capital Management, Inc. | 0.09% | Add +0.0% | 4,687 | $227K |
| Dearborn Partners LLC | 0.01% | Add +0.0% | 4,659 | $225K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | — | 4,665 | $225K |
| Tennessee Valley Asset Management Partners | 0.04% | Add +2.1% | 4,649 | $225K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 4,626 | $224K |
| Sawgrass Asset Management LLC | 0.02% | No change | 4,625 | $224K |
| Sloy Dahl & Holst, LLC | 0.03% | No change | 4,609 | $223K |
| BBR Partners, LLC | 0.02% | No change | 4,601 | $222K |
| Colonial Trust Co / SC | 0.03% | Add +21.1% | 4,600 | $222K |
| Aua Capital Management, LLC | 0.14% | No change | 4,596 | $222K |
| Boston Financial Mangement LLC | 0.01% | Add +2.5% | 4,590 | $222K |
| TFB Advisors LLC | 0.06% | New | 4,579 | $221K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -66.5% | 4,558 | $220K |
| Horizon Wealth Management, LLC | 0.04% | Reduce -89.4% | 4,557 | $220K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 4,551 | $220K |
| Financial Partners Group, Inc | 0.03% | Add +0.1% | 4,550 | $220K |
| CSS LLC | 0.04% | New | 4,521 | $219K |
| Orion Capital Management LLC | 0.10% | New | 4,520 | $218K |
| Van Cleef Asset Management,Inc | 0.02% | New | 4,520 | $218K |
| Wulff, Hansen & Co. | 0.21% | No change | 4,515 | $218K |
| Wolff Wiese Magana LLC | 0.14% | Reduce -2.0% | 4,514 | $218K |
| First Command Advisory Services, Inc. | 0.00% | Add +22.5% | 4,499 | $217K |
| Americana Partners, LLC | 0.01% | Reduce -1.3% | 4,492 | $217K |
| Sunbelt Securities, Inc. | 0.02% | Add +26.3% | 4,483 | $216K |
| Coppell Advisory Solutions LLC | 0.03% | Add +9.7% | 4,476 | $216K |
| Resources Management Corp. /CT/ | 0.03% | Reduce -5.1% | 4,463 | $216K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 4,468 | $216K |
| 2UniFi Bank | 0.14% | — | 4,464 | $216K |
| Invera Wealth Advisors, LLC | 0.21% | Reduce -0.3% | 4,235 | $215K |
| Simplicity Wealth,LLC | 0.04% | Reduce -84.6% | 4,425 | $214K |
| Segment Wealth Management, LLC | 0.01% | New | 4,400 | $213K |
| Canopy Partners, LLC | 0.08% | New | 4,396 | $212K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Reduce -1.1% | 4,394 | $212K |
| Sage Mountain Advisors LLC | 0.02% | No change | 4,388 | $212K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -26.2% | 4,349 | $210K |
| Wellington Wealth Strategies, LLC. | 0.19% | Reduce -11.0% | 4,060 | $210K |
| Glassy Mountain Advisors, Inc. | 0.07% | New | 4,341 | $210K |
| Regent Peak Wealth Advisors LLC | 0.05% | New | 4,333 | $209K |
| Helium Advisors LLC | 0.17% | — | 4,332 | $209K |
| 1ST Source Bank | 0.01% | New | 4,321 | $209K |
| Kathmere Capital Management, LLC | 0.02% | New | 4,312 | $208K |
| Centerpoint Advisory Group | 0.20% | — | 4,310 | $208K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -30.9% | 4,315 | $208K |
| Harbor Investment Advisory, LLC | 0.02% | Add +37.9% | 4,294 | $208K |
| Sage Capital Management, LLC | 0.10% | Reduce -3.5% | 4,293 | $207K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | New | 4,285 | $207K |
| Lantern Wealth Advisors, LLC | 0.13% | New | 4,275 | $207K |
| Excalibur Management Corp. | 0.08% | New | 4,265 | $206K |
| Dynamic Wealth Strategies, LLC | 0.18% | Reduce -23.8% | 4,255 | $206K |
| IMS Capital Management | 0.09% | New | 4,233 | $205K |
| Smith & Howard Wealth Management, LLC | 0.06% | New | 4,226 | $204K |
| GC Wealth Management RIA, LLC | 0.04% | New | 4,209 | $203K |
| Searle & Co. | 0.06% | New | 4,201 | $203K |
| Crux Wealth Advisors | 0.11% | — | 4,181 | $202K |
| Milestone Asset Management Group, LLC | 0.18% | — | 4,180 | $202K |
| Integrated Investment Consultants, LLC | 0.04% | New | 4,174 | $202K |
| Gemmer Asset Management LLC | 0.02% | New | 4,157 | $201K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +10.9% | 4,074 | $197K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -80.0% | 4,063 | $196K |
| Cassady Schiller Wealth Management, LLC | 0.07% | Add +0.8% | 4,059 | $196K |
| Thompson Investment Management, Inc. | 0.03% | Add +199950.0% | 4,001 | $193K |
| Russell Investments Group, Ltd. | 0.00% | Add +71.3% | 3,954 | $191K |
| Bollard Group LLC | 0.01% | Add +0.4% | 3,951 | $191K |
| Runnymede Capital Advisors, Inc. | 0.16% | — | 3,872 | $187K |
| Optimum Investment Advisors | 0.08% | Reduce -19.7% | 3,673 | $178K |
| Chesapeake Asset Management LLC | 0.16% | No change | 3,660 | $177K |
| Murphy & Mullick Capital Management Corp | 0.16% | — | 3,557 | $172K |
| Gables Capital Management Inc. | 0.08% | No change | 3,500 | $169K |
| Private Capital Management LLC | 0.03% | Add +81.8% | 3,464 | $167K |
| Global Wealth Strategies & Associates | 0.05% | Add +19.1% | 3,464 | $167K |
| Providence First Trust Co | 0.06% | Reduce -88.5% | 3,412 | $165K |
| Bangor Savings Bank | 0.01% | Reduce -2.6% | 3,190 | $154K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -80.5% | 3,145 | $152K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,136 | $152K |
| Community Bank, N.A. | 0.02% | Add +5.0% | 3,130 | $151K |
| Ethos Financial Group, LLC | 0.02% | New | 3,127 | $151K |
| Avion Wealth | 0.04% | Reduce -48.4% | 3,118 | $150K |
| Comprehensive Financial Planning, Inc. | 0.12% | — | 3,024 | $146K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -14.0% | 3,015 | $146K |
| Nvwm, LLC | 0.04% | No change | 3,000 | $145K |
| Global Trust Asset Management, LLC | 0.05% | Add +3.1% | 2,989 | $144K |
| NorthRock Partners, LLC | 0.00% | No change | 2,812 | $136K |
| Barrett & Company, Inc. | 0.06% | Add +12.4% | 2,729 | $132K |
| Provident Wealth Management, LLC | 0.04% | Reduce -11.1% | 2,668 | $129K |
| Colonial Trust Advisors | 0.01% | Reduce -28.9% | 2,640 | $128K |
| Park Square Financial Group, LLC | 0.09% | — | 2,632 | $127K |
| Natixis | 0.00% | Add +274.5% | 2,629 | $127K |
| Bogart Wealth, LLC | 0.01% | Add +7.2% | 2,626 | $127K |
| Hartford Financial Management Inc. | 0.03% | No change | 2,600 | $126K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.1% | 2,596 | $125K |
| Garde Capital, Inc. | 0.01% | New | 2,590 | $125K |
| Nemes Rush Group LLC | 0.02% | Add +23.0% | 2,579 | $125K |
| Annex Advisory Services, LLC | 0.00% | New | 2,559 | $124K |
| Boyd Watterson Asset Management LLC | 0.03% | Add +401.2% | 2,506 | $121K |
| Rice Partnership, LLC | 0.02% | No change | 2,500 | $121K |
| Optiver Holding B.V. | 0.00% | New | 2,469 | $119K |
| McIlrath & Eck, LLC | 0.02% | Reduce -1.5% | 2,469 | $119K |
| United Community Bank | 0.05% | Reduce -7.6% | 2,439 | $118K |
| Perkins Coie Trust Co | 0.03% | No change | 2,407 | $116K |
| Beacon Capital Management, LLC | 0.01% | Reduce -0.8% | 2,383 | $115K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Reduce -94.7% | 2,375 | $115K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,317 | $112K |
| Compass Wealth Management LLC | 0.03% | Add +6.4% | 2,288 | $111K |
| Mainstream Capital Management LLC | 0.08% | New | 2,271 | $110K |
| Rakuten Securities, Inc. | 0.04% | Add +275.8% | 2,266 | $110K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,088 | $101K |
| Investors Research Corp | 0.02% | No change | 2,086 | $101K |
| FWL Investment Management, LLC | 0.04% | Add +12718.8% | 2,051 | $99K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -15.0% | 2,045 | $99K |
| Briaud Financial Planning Inc | 0.04% | Add +102.4% | 1,990 | $96K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -10.9% | 1,970 | $95K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 1,944 | $94K |
| Fairscale Capital, LLC | 0.08% | No change | 1,922 | $93K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -55.6% | 1,913 | $92K |
| Rialto Wealth Management, LLC | 0.03% | — | 1,900 | $92K |
| Winch Advisory Services, LLC | 0.02% | Add +1.4% | 1,899 | $92K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -13.0% | 1,841 | $89K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,826 | $88K |
| Mather Group, Llc. | 0.00% | Reduce -9.1% | 1,779 | $86K |
| MeadowBrook Investment Advisors LLC | 0.08% | Add +3.4% | 1,763 | $85K |
| Syntax Research, Inc. | 0.06% | No change | 1,737 | $84K |
| Missouri Trust & Investment Co | 0.03% | Reduce -1.4% | 1,730 | $84K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,712 | $83K |
| Capital Analysts, LLC | 0.00% | Add +42.8% | 1,693 | $82K |
| St Germain D J Co. Inc. | 0.00% | Reduce -19.1% | 1,694 | $82K |
| Financial Perspectives, Inc | 0.03% | No change | 1,681 | $81K |
| Covestor Ltd | 0.05% | Add +11.3% | 1,680 | $81K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -8.9% | 1,649 | $80K |
| Synergy Investment Management, LLC | 0.03% | — | 1,642 | $79K |
| Oakworth Capital, Inc. | 0.01% | Reduce -25.3% | 1,618 | $78K |
| New Republic Capital, LLC | 0.05% | No change | 1,614 | $78K |
| Fairfield Financial Advisors, LTD | 0.03% | Reduce -11.4% | 1,568 | $76K |
| Davis Capital Management | 0.06% | Reduce -2.2% | 1,567 | $76K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,559 | $75K |
| Wellington Shields & Co., LLC | 0.02% | No change | 1,502 | $73K |
| Legacy Bridge, LLC | 0.04% | No change | 1,485 | $72K |
| Caitlin John, LLC | 0.05% | Add +26.3% | 1,481 | $72K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +18.5% | 1,481 | $72K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 1,470 | $71K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,452 | $70K |
| Truvestments Capital LLC | 0.02% | Add +10.4% | 1,444 | $70K |
| TruNorth Capital Management, LLC | 0.02% | No change | 1,361 | $66K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,338 | $65K |
| Founders Capital Management | 0.04% | Add +0.1% | 1,328 | $64K |
| CGC Financial Services, LLC | 0.02% | No change | 1,280 | $62K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,261 | $61K |
| Pacific Center for Financial Services | 0.02% | No change | 1,256 | $61K |
| Tompkins Financial Corp. | 0.01% | No change | 1,232 | $60K |
| Park Place Capital Corp | 0.02% | Reduce -22.8% | 1,221 | $59K |
| Bare Financial Services, Inc | 0.02% | No change | 1,217 | $59K |
| SYM FINANCIAL Corp | 0.01% | Add +2.9% | 1,217 | $59K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,206 | $58K |
| Wintrust Investments LLC | 0.05% | Reduce -66.7% | 1,175 | $56K |
| Olistico Wealth, LLC | 0.03% | No change | 1,132 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +59.3% | 1,099 | $53K |
| Loomis Sayles & Co. L P | 0.00% | New | 1,072 | $52K |
| Bernard Wealth Management Corp. | 0.02% | — | 1,045 | $51K |
| LGT Financial Advisors LLC | 0.11% | Add +12.9% | 1,043 | $50K |
| Tidemark, LLC | 0.02% | Add +0.2% | 1,040 | $50K |
| Armor Investment Advisors, LLC | 0.02% | Add +5.1% | 1,028 | $50K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.4% | 1,025 | $50K |
| Ransom Advisory, Ltd | 0.02% | No change | 1,025 | $50K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,014 | $49K |
| WFA Asset Management Corp | 0.03% | Add +0.4% | 1,012 | $49K |
| Bellevue Asset Management, LLC | 0.02% | No change | 1,000 | $48K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -18.1% | 993 | $48K |
| Roxbury Financial LLC | 0.05% | — | 932 | $48K |
| Trust Co. of Vermont | 0.00% | No change | 975 | $47K |
| ORG Partners LLC | 0.01% | Add +0.1% | 957 | $46K |
| Transce3nd, LLC | 0.02% | — | 934 | $45K |
| Grove Bank & Trust | 0.01% | No change | 931 | $45K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 929 | $45K |
| Asset Dedication, LLC | 0.00% | Add +2.6% | 902 | $44K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 894 | $43K |
| Field & Main Bank | 0.02% | No change | 890 | $43K |
| Cornerstone Planning Group LLC | 0.01% | Add +237.3% | 823 | $42K |
| Capital Investment Counsel, Inc | 0.01% | Add +34.6% | 875 | $42K |
| Winnacle Wealth LLC | 0.04% | — | 859 | $41K |
| Archer Investment Corp | 0.01% | Add +0.1% | 848 | $41K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -88.0% | 838 | $40K |
| Legacies Wealth LLC | 0.03% | No change | 800 | $39K |
| Highline Wealth Partners LLC | 0.01% | No change | 799 | $39K |
| First Community Trust NA | 0.03% | No change | 789 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.04% | — | 783 | $38K |
| Center for Financial Planning, Inc. | 0.00% | Add +5.2% | 763 | $37K |
| Washington Trust Advisors, Inc. | 0.00% | New | 759 | $37K |
| Morling Financial Advisors, LLC | 0.01% | New | 757 | $37K |
| Raffa Wealth Management, LLC | 0.01% | New | 752 | $36K |
| Bell Investment Advisors, Inc | 0.01% | No change | 748 | $36K |
| FSC Wealth Advisors, LLC | 0.02% | Reduce -99.1% | 733 | $35K |
| Versant Capital Management, Inc | 0.01% | No change | 720 | $35K |
| Heartland Advisors Inc. | 0.00% | New | 714 | $35K |
| RE Dickinson Investment Advisors, LLC | 0.03% | No change | 700 | $34K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 660 | $32K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 625 | $30K |
| Redwood Park Advisors LLC | 0.03% | — | 620 | $30K |
| Transcendent Capital Group LLC | 0.02% | No change | 615 | $30K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 611 | $30K |
| Northwest Capital Management Inc | 0.01% | No change | 610 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 609 | $29K |
| Concord Wealth Partners | 0.00% | Reduce -10.4% | 603 | $29K |
| West Paces Advisors Inc. | 0.01% | No change | 600 | $29K |
| Synergy Asset Management, LLC | 0.00% | New | 636 | $29K |
| Flagship Wealth Advisors, LLC | 0.02% | — | 588 | $28K |
| Family Manage LLC | 0.00% | New | 582 | $28K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 574 | $28K |
| Copia Wealth Management | 0.03% | — | 566 | $27K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -5.4% | 557 | $27K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 549 | $27K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -23.1% | 528 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 526 | $25K |
| Kestra Investment Management, LLC | 0.00% | New | 499 | $24K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 492 | $24K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -12.5% | 489 | $24K |
| Clearstead Trust, LLC | 0.00% | No change | 465 | $22K |
| Kozak & Associates, Inc. | 0.00% | New | 436 | $21K |
| Vision Financial Markets LLC | 0.02% | — | 437 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 438 | $21K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +8.0% | 432 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 427 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 424 | $20K |
| Mascoma Wealth Management LLC | 0.01% | No change | 422 | $20K |
| TD Capital Management LLC | 0.00% | No change | 400 | $19K |
| Pacifica Partners Inc. | 0.01% | No change | 395 | $19K |
| Matrix Private Capital Group LLC | 0.01% | No change | 390 | $19K |
| First PREMIER Bank | 0.00% | Reduce -9.9% | 365 | $18K |
| Oarsman Capital, Inc. | 0.00% | No change | 360 | $17K |
| Castleview Partners, LLC | 0.01% | New | 350 | $17K |
| REAP Financial Group, LLC | 0.00% | Reduce -5.5% | 343 | $17K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 300 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.3% | 314 | $15K |
| Brooklyn Investment Group | 0.00% | New | 309 | $15K |
| Financial Management Professionals, Inc. | 0.00% | No change | 307 | $15K |
| Accredited Wealth Management, LLC | 0.01% | — | 300 | $14K |
| Berbice Capital Management LLC | 0.01% | — | 300 | $14K |
| Abound Wealth Management | 0.00% | No change | 292 | $14K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.3% | 288 | $14K |
| Sierra Ocean, LLC | 0.01% | — | 283 | $14K |
| one8zero8, LLC | 0.00% | — | 275 | $13K |
| Van Den Berg Management I, Inc. | 0.00% | Add +22.9% | 268 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.4% | 251 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 250 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 250 | $12K |
| Ballast Advisors LLC | 0.00% | No change | 244 | $12K |
| Crowley Wealth Management, Inc. | 0.01% | — | 239 | $12K |
| Financially Speaking Inc | 0.01% | — | 233 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +25.7% | 230 | $11K |
| Centricity Wealth Management, LLC | 0.01% | — | 226 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 221 | $11K |
| Eukles Asset Management | 0.00% | No change | 219 | $11K |
| WR Wealth Planners, LLC | 0.00% | No change | 209 | $10K |
| Collier Financial | 0.01% | — | 201 | $10K |
| City State Bank | 0.00% | No change | 200 | $10K |
| Colony Family Offices, LLC | 0.00% | No change | 200 | $10K |
| American Capital Advisory, LLC | 0.01% | No change | 198 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 193 | $9K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 180 | $9K |
| WPG Advisers, LLC | 0.01% | — | 169 | $8K |
| West Branch Capital LLC | 0.00% | New | 167 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.0% | 163 | $8K |
| GKV Capital Management Co., Inc. | 0.00% | — | 160 | $8K |
| Tower View Wealth Management LLC | 0.00% | Reduce -29.6% | 152 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 151 | $7K |
| Your Advocates Ltd., LLP | 0.00% | Add +0.7% | 145 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 127 | $6K |
| Atwood & Palmer Inc. | 0.00% | No change | 127 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 120 | $5K |
| FSA Wealth Management LLC | 0.00% | Reduce -75.0% | 100 | $5K |
| Lee Danner & Bass Inc. | 0.00% | New | 100 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 97 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.1% | 95 | $5K |
| Endeavor Private Wealth, Inc. | 0.00% | — | 94 | $5K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 93 | $4K |
| Aventura Private Wealth, LLC | 0.00% | — | 86 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -19.8% | 85 | $4K |
| BankPlus Trust Department | 0.00% | — | 83 | $4K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -41.8% | 78 | $4K |
| WealthTrak Capital Management LLC | 0.00% | — | 79 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 76 | $4K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 75 | $4K |
| Menard Financial Group LLC | 0.00% | New | 65 | $3K |
| Putney Financial Group LLC | 0.00% | — | 60 | $3K |
| Citizens National Bank Trust Department | 0.00% | No change | 60 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 60 | $3K |
| Quent Capital, LLC | 0.00% | New | 59 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 50 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 50 | $3K |
| Capital & Planning, LLC | 0.00% | — | 42 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 42 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 50 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 40 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 37 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 31 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 27 | $1K |
| Morse Asset Management, Inc | 0.00% | New | 25 | $1K |
| Compass Financial Services Inc | 0.00% | — | 13 | $613 |
| Albion Financial Group | 0.00% | No change | 10 | $484 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $392 |
| Mattson Financial Services, LLC | 0.00% | New | 8 | $363 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $338 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $48 |
| 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.