SS Financial Select SectorXLFETF

13F holders, Q1 2025 (March 31)
1,795holders +19
148new positions
106sold out
11famous investors
$49.79avg. 13F price*

At the end of Q1 2025, 1,795 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 19 from Q4 2024. 148 opened new positions and 106 sold out. The largest holders were JPMorgan Chase & Co. ($7.5B), Bank of America Corp. ($4.8B) and Morgan Stanley ($2.8B). 11 famous investors held it, including David E. Shaw (0.8% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions148$809.7M
Exits106$1.1B

All 13F filers, Q4 2024 → Q1 2025: 118,434,633 shares bought and 83,933,813 shares sold, net +34,500,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,795 holders

JPMorgan Chase & Co. 0.57% Add +37.7% 150,005,730 $7.5B
Bank of America Corp. 0.42% Add +4.3% 95,706,694 $4.8B
Morgan Stanley 0.20% Add +0.7% 56,945,705 $2.8B
Envestnet Asset Management Inc. 0.37% Add +4.3% 23,160,119 $1.2B
Wells Fargo & Company 0.27% Add +14.4% 22,642,690 $1.1B
LPL Financial LLC 0.41% Add +11.1% 21,067,825 $1.0B
Raymond James Financial Inc. 0.30% Add +0.1% 16,026,378 $798.3M
UBS Group AG 0.17% Add +17.6% 15,689,378 $781.5M
BNP Paribas Financial Markets 0.52% Add +20.3% 13,496,247 $672.2M
D. E. Shaw & Co. 0.79% Add +390.5% 12,354,667 $615.4M
Goldman Sachs Group Inc. 0.11% Reduce -12.2% 11,816,846 $588.6M
Ameriprise Financial Inc. 0.16% Add +12.9% 11,663,388 $581.3M
Harel Insurance Investments & Financial Services Ltd. 6.73% Add +0.0% 10,327,965 $514.4M
Truist Financial Corp. 0.82% Add +1.9% 10,215,310 $508.8M
CHURCHILL MANAGEMENT Corp 6.39% Reduce -2.0% 10,112,436 $503.7M
Janney Montgomery Scott LLC 1.32% Reduce -2.7% 9,377,886 $467.1M
Citigroup Inc. 0.35% Reduce -12.9% 9,097,378 $453.1M
WestEnd Advisors, LLC 10.48% Reduce -4.2% 7,928,763 $394.9M
Royal Bank of Canada 0.08% Reduce -14.4% 7,241,591 $360.7M
Migdal Insurance & Financial Holdings Ltd. 5.04% Add +14.5% 7,202,847 $358.8M
Meitav Investment House Ltd. 5.61% Reduce -10.9% 6,113,518 $304.4M
Banco Bilbao Vizcaya Argentaria, S.A. 3.04% Add +30.6% 6,105,246 $301.6M
MKP Capital Management, L.L.C. 15.82% New 5,140,000 $256.0M
TD Asset Management Inc 0.22% Add +9.9% 4,713,859 $234.8M
Susquehanna International Group, LLP 0.34% Reduce -21.9% 4,202,481 $209.3M
Phoenix Financial Ltd. 3.11% Reduce -62.8% 4,077,174 $203.1M
Clal Insurance Enterprises Holdings Ltd 2.10% Reduce -66.2% 4,077,000 $203.1M
FMR LLC 0.01% Reduce -0.5% 3,882,070 $193.4M
Balyasny Asset Management L.P. 0.48% Add +536.3% 3,817,554 $190.2M
Menora Mivtachim Holdings LTD. 1.11% Reduce -13.1% 3,409,942 $169.8M
Nissay Asset Management Corp. /Japan 1.09% Add +60.1% 3,381,889 $168.5M
MML Investors Services, LLC 0.55% Add +15.5% 3,290,362 $163.9M
Richard Bernstein Advisors LLC 3.77% Add +144.3% 3,125,404 $155.7M
Bank of Nova Scotia 0.35% Add +4356.4% 3,065,675 $152.7M
CW Advisors, LLC 1.71% Reduce -0.1% 2,863,339 $142.6M
State Street Corp. 0.01% Reduce -44.6% 2,796,319 $139.3M
Agf Management Ltd. 0.74% Reduce -11.5% 2,793,714 $139.2M
Victory Capital Management Inc. 0.14% Reduce -1.1% 2,705,140 $134.7M
Barclays PLC 0.06% Reduce -74.0% 2,472,809 $123.2M
Stifel Financial Corp. 0.13% Add +9.4% 2,443,318 $121.7M
Jane Street Group, LLC 0.22% Add +17.7% 2,435,846 $121.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.34% No change 2,412,186 $118.7M
National Bank of Canada 0.14% Reduce -61.0% 2,343,782 $116.7M
HighTower Advisors, LLC 0.16% Add +4.3% 2,339,020 $116.5M
Cetera Investment Advisers 0.23% Add +30.3% 2,337,666 $116.4M
Northern Trust Corp. 0.02% Add +10.4% 2,278,590 $113.5M
BlackRock, Inc. 0.00% Add +42.5% 2,116,171 $105.4M
Manufacturers Life Insurance Company, The 0.10% Reduce -13.1% 2,077,607 $103.5M
Capital Investment Advisors, LLC 2.01% Add +1.7% 2,061,479 $102.7M
Vestor Capital, LLC 8.14% Add +42.6% 1,987,798 $99.0M
Osaic Holdings, Inc. 0.22% Reduce -1.4% 1,962,065 $97.7M
Provida Pension Fund Administrator 1.96% Add +64.1% 1,956,839 $97.5M
Bank of Montreal 0.05% Add +200.8% 1,933,387 $96.3M
Petredis Investment Advisors LLC 9.95% Add +5.4% 1,910,007 $95.1M
Commonwealth Equity Services, LLC 0.13% Add +22.5% 1,816,993 $90.5M
Rockefeller Capital Management L.P. 0.21% Add +15.3% 1,679,444 $83.7M
Signature Estate & Investment Advisors LLC 2.16% Add +4.5% 1,641,623 $81.8M
SG Americas Securities, LLC 0.28% Add +10.6% 1,627,170 $81.0M
Tiff Advisory Services, LLC 19.20% Add +65.7% 1,619,374 $80.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6.59% No change 1,618,022 $80.6M
Dynasty Wealth Management, LLC 1.34% New 1,614,432 $80.4M
J.Safra Asset Management Corp 6.50% Add +2.3% 1,605,367 $80.0M
Captrust Financial Advisors 0.18% Add +137.2% 1,453,160 $72.4M
Cambridge Investment Research Advisors, Inc. 0.24% Add +19.8% 1,443,324 $71.9M
Capital Fund Management S.A. 0.91% Reduce -33.5% 1,435,904 $71.5M
Janus Henderson Group PLC 0.04% New 1,448,891 $71.3M
PNC Financial Services Group, Inc. 0.04% Reduce -3.1% 1,391,550 $69.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.42% Reduce -8.4% 1,381,019 $68.8M
CSM Advisors, LLC 3.75% No change 1,377,800 $68.6M
US Bancorp \de 0.09% Add +0.1% 1,291,369 $64.3M
Itau Unibanco Holding S.A. 2.35% Add +16.9% 1,219,971 $60.8M
Assetmark, Inc. 0.17% Reduce -23.4% 1,215,450 $60.5M
Swan Global Investments, LLC 2.99% Reduce -7.3% 1,184,690 $59.0M
Quotient Wealth Partners, LLC 1.74% New 1,094,357 $54.5M
Quantitative Investment Management, LLC 4.93% New 1,075,626 $53.6M
Gerber Kawasaki Wealth & Investment Management 2.32% Reduce -1.6% 1,036,357 $51.6M
1832 Asset Management L.P. 0.10% Reduce -19.9% 1,034,465 $51.5M
Wolverine Trading, LLC 1.60% Reduce -28.3% 1,027,442 $50.6M
Bellwether Advisors, LLC 10.16% Reduce -18.7% 976,289 $48.6M
Advisory Alpha, LLC 1.63% Reduce -5.2% 963,979 $48.0M
Private Advisor Group, LLC 0.28% Reduce -22.2% 944,281 $47.0M
Alps Advisors Inc. 0.26% Add +20.0% 909,080 $45.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 7.42% No change 901,600 $44.9M
Park Avenue Securities LLC 0.55% Add +5.3% 893,883 $44.5M
KCM Investment Advisors LLC 1.58% Reduce -0.1% 879,432 $43.8M
HSBC Holdings PLC 0.03% Add +56.2% 856,155 $42.3M
Nan Shan Life Insurance Co., Ltd. 0.99% Add +38.4% 844,218 $42.1M
Spire Wealth Management 1.31% Add +8.4% 821,721 $40.9M
Cwm, LLC 0.16% Add +0.6% 811,511 $40.4M
Invictus Private Wealth, LLC 3.18% Add +3.1% 805,392 $40.1M
Armstrong Advisory Group, Inc. 3.17% No change 822,285 $39.7M
Capstone Investment Advisors, LLC 0.46% Add +13033.7% 797,085 $39.7M
Main Management LLC 3.48% Add +1422.3% 793,466 $39.5M
Dakota Wealth Management 0.91% Reduce -1.3% 780,002 $38.9M
Pathstone Holdings, LLC 0.17% Add +87.8% 778,432 $38.8M
Yelin Lapidot Holdings Management Ltd. 7.37% Reduce -1.9% 765,764 $38.1M
Lido Advisors, LLC 0.22% Add +4.8% 737,545 $36.7M
Full Sail Capital, LLC 2.26% Reduce -2.1% 702,609 $35.0M
Trek Financial, LLC 2.45% Add +2.2% 681,145 $33.9M
Marks Wealth, LLC 12.17% New 665,891 $33.2M
Affinity Wealth Management LLC 6.03% Add +2.2% 652,984 $32.5M
Greenwood Gearhart LLC 2.17% Add +6.5% 631,079 $31.4M
Vantage Investment Partners, LLC 2.63% New 629,272 $31.3M
Fifth Third Bancorp 0.12% Add +2.5% 617,712 $30.8M
Flaharty Asset Management, LLC 4.41% Add +35.7% 613,952 $30.6M
Evolution Wealth Advisors, LLC 5.05% Reduce -0.2% 607,251 $30.2M
Guardian Partners Inc. 3.12% Add +5045.5% 631,816 $30.2M
Equitable Holdings, Inc. 0.28% Reduce -0.9% 583,864 $29.1M
Blair William & Co. 0.09% Add +16.6% 582,907 $29.0M
Peapack Gladstone Financial Corp. 0.43% Reduce -3.5% 575,634 $28.7M
Mariner, LLC 0.05% Reduce -15.8% 575,320 $28.7M
Atria Wealth Solutions, Inc. 0.34% Add +17.5% 574,404 $28.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.84% Add +19.9% 574,138 $28.6M
Graypoint LLC 1.77% Add +3.3% 570,584 $28.4M
Focus Partners Wealth 0.07% Reduce -2.0% 570,398 $28.4M
Tradewinds Capital Management, LLC 7.55% Add +50.7% 565,799 $28.2M
Turtle Creek Wealth Advisors, LLC 4.11% Add +55.1% 553,300 $27.6M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +1788.2% 550,420 $27.1M
Ieq Capital, LLC 0.21% Add +2468.3% 538,093 $26.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.67% No change 537,641 $26.8M
Millennium Management 0.03% Reduce -83.7% 525,542 $26.2M
McKinley Carter Wealth Services, Inc. 1.59% Add +7.0% 517,950 $25.8M
Sanctuary Advisors, LLC 0.18% Add +12.7% 513,193 $25.6M
Jones Financial Companies LLLP 0.02% Add +71.0% 514,185 $25.3M
Hudson Bay Capital Management LP 0.18% Reduce -50.0% 500,000 $24.9M
IMZ Advisory Inc 11.25% Add +3.3% 497,852 $24.8M
NewEdge Advisors, LLC 0.15% Add +9.8% 497,165 $24.8M
Spinnaker Trust 1.59% Add +58.1% 488,312 $24.3M
Vontobel Holding Ltd. 0.09% Reduce -1.5% 485,348 $24.2M
Integrated Wealth Concepts LLC 0.28% Add +4.3% 485,087 $24.2M
New Harbor Financial Group, LLC 6.41% Add +2.5% 484,247 $24.1M
Maven Securities LTD 5.25% Add +0.2% 482,069 $24.0M
Quadrature Capital Ltd 0.53% Add +21.0% 481,012 $24.0M
Prudent Investors Network, Inc. 6.72% Reduce -11.4% 473,379 $23.6M
Baird Financial Group, Inc. 0.04% Reduce -7.4% 464,628 $23.1M
Ocean Park Asset Management, LLC 0.81% Add +8.8% 460,427 $22.9M
Creative Planning 0.02% Add +11.2% 454,686 $22.6M
Focused Wealth Management, Inc 3.06% Add +2.1% 451,336 $22.5M
Tudor Investment Corporation 0.20% Reduce -55.0% 450,135 $22.4M
Krilogy Financial LLC 1.45% Add +7.3% 449,840 $22.4M
J. Goldman & Co LP 0.77% Add +151.6% 433,737 $21.6M
Transform Wealth, LLC 1.29% Add +6.2% 427,546 $21.3M
Verition Fund Management LLC 0.13% Add +152.9% 424,980 $21.2M
Wharton Business Group, LLC 0.96% Add +0.6% 424,023 $21.1M
Bar Harbor Wealth Management 1.39% Reduce -0.9% 420,541 $20.9M
DAVENPORT & Co LLC 0.12% Reduce -0.5% 418,772 $20.9M
Asset Advisors Investment Management, LLC 2.17% Add +2.4% 414,031 $20.6M
Tocqueville Asset Management L.P. 0.34% Add +1.1% 413,050 $20.6M
Lakeshore Financial Planning, Inc. 8.51% Reduce -0.7% 410,419 $20.4M
Comerica Bank 0.09% Add +10.5% 408,085 $20.3M
Citadel Advisors 0.02% Reduce -69.5% 407,353 $20.3M
Kestra Advisory Services, LLC 0.10% Reduce -5.3% 404,649 $20.2M
Royal Fund Management, LLC 2.36% Add +2.5% 397,248 $19.8M
Citizens Financial Group Inc. 0.39% Add +3.6% 395,280 $19.7M
Old National Bancorp 0.50% Add +10.8% 379,283 $18.9M
Fifth Third Securities, Inc. 1.59% Add +14.3% 379,272 $18.9M
Aptus Capital Advisors, LLC 0.21% Add +30.7% 376,598 $18.8M
Karpus Management, Inc. 0.60% Add +84.3% 374,200 $18.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.57% New 372,475 $18.6M
WBH Advisory Inc. 1.72% Reduce -2.0% 370,032 $18.4M
Atria Investments, Inc 0.23% Add +10.1% 362,206 $18.0M
Sequoia Financial Advisors, LLC 0.14% Add +1.8% 360,634 $18.0M
Scotia Capital Inc. 0.10% Add +65.1% 358,930 $17.9M
Atom Investors LP 2.19% Add +442.1% 357,869 $17.8M
Cresset Asset Management, LLC 0.09% Reduce -14.5% 356,342 $17.7M
Corient Private Wealth LP 0.03% Reduce -31.5% 352,966 $17.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +3.6% 352,656 $17.6M
Rezny Wealth Management, Inc. 4.86% Add +2680.0% 348,562 $17.4M
Stillwater Capital Advisors, LLC 2.36% Add +13.4% 339,913 $16.9M
Avantax Advisory Services, Inc. 0.10% Add +5.9% 332,177 $16.5M
WCG Wealth Advisors LLC 1.25% Reduce -14.3% 329,579 $16.4M
Concurrent Investment Advisors, LLC 0.39% Add +11.3% 321,877 $16.0M
Spectrum Wealth Counsel, LLC 1.92% Add +47.4% 321,387 $16.0M
Ayalon Insurance Comp Ltd. 5.09% Add +3.2% 316,634 $15.8M
Northstar Advisory Group, LLC 10.26% Add +4.2% 315,331 $15.7M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -51.8% 314,580 $15.7M
IHT Wealth Management, LLC 0.48% Add +11.7% 311,777 $15.5M
Point72 Asset Management 0.04% Reduce -13.3% 308,500 $15.4M
Polymer Capital Management (HK) LTD 2.65% Add +221.6% 306,563 $15.3M
Steward Partners Investment Advisory, LLC 0.13% Add +6.8% 302,385 $15.1M
Two Sigma Investments, LP 0.03% New 302,309 $15.1M
Cerity Partners LLC 0.03% Add +30.4% 302,071 $15.0M
Atlas Capital Advisors Inc. 1.87% Add +12.6% 300,572 $15.0M
Innealta Capital, LLC 8.18% Reduce -32.6% 300,417 $15.0M
McElhenny Sheffield Capital Management, LLC 5.56% Reduce -17.7% 297,808 $14.8M
Bank Hapoalim BM 2.21% Add +0.1% 293,963 $14.6M
United Capital Management of KS, Inc. 3.02% Add +11.5% 293,771 $14.6M
Kingsview Wealth Management, LLC 0.28% Reduce -5.4% 293,324 $14.6M
Robertson Stephens Wealth Management, LLC 0.52% Reduce -23.1% 280,852 $14.0M
Aspiriant, LLC 0.48% No change 279,046 $13.9M
MAI Capital Management 0.10% Add +16.3% 277,902 $13.8M
Carnegie Investment Counsel 0.33% Add +1.7% 313,079 $13.8M
Chesley Taft & Associates LLC 0.66% Reduce -1.1% 274,267 $13.7M
Clarity Financial LLC 1.55% Add +38.3% 270,662 $13.5M
Forbes J M & Co. LLP 1.30% Reduce -1.5% 268,854 $13.4M
EP Wealth Advisors, LLC 0.11% Reduce -7.9% 268,854 $13.4M
Meiji Yasuda Life Insurance Co 0.27% New 267,559 $13.3M
Frisch Financial Group, Inc. 3.66% Reduce -1.5% 262,127 $13.1M
First Interstate Bank 0.77% Reduce -7.7% 259,691 $12.9M
Mgo One Seven LLC 0.49% Reduce -9.1% 255,803 $12.7M
Destiny Wealth Partners, LLC 1.99% Add +3.0% 251,765 $12.5M
Oppenheimer & Co. Inc. 0.19% Reduce -1.7% 250,367 $12.5M
Salomon & Ludwin, LLC 1.33% Add +4.4% 249,770 $12.4M
Merit Financial Group, LLC 0.19% Reduce -22.6% 249,290 $12.4M
Prosperity Consulting Group, LLC 0.96% Add +5.0% 249,070 $12.4M
Westwood Holdings Group Inc. 0.09% Reduce -2.2% 249,058 $12.4M
Systematic Alpha Investments, LLC 0.47% No change 248,410 $12.4M
Oppenheimer Asset Management Inc. 0.15% Reduce -1.9% 243,015 $12.1M
Onyx Bridge Wealth Group LLC 1.71% Add +281.2% 239,343 $11.9M
Fullerton Fund Management Co Ltd. 0.76% Reduce -60.8% 238,742 $11.9M
Long Run Wealth Advisors, LLC 2.68% Add +20.7% 236,953 $11.8M
Renaissance Technologies 0.02% Add +3981.2% 236,710 $11.8M
Proquility Private Wealth Partners, LLC 3.58% Add +29.5% 233,471 $11.6M
Financial Enhancement Group LLC 1.82% Reduce -4.5% 246,519 $11.6M
Tritonpoint Wealth, LLC 1.10% Add +6.6% 231,038 $11.5M
Busey Bank 0.38% Reduce -1.9% 225,354 $11.2M
MMBG Investment Advisors Co. 1.27% Reduce -14.3% 225,123 $11.2M
BTG Pactual Asset Management US LLC 1.45% Add +97.5% 224,266 $11.2M
Quantinno Capital Management LP 0.07% Add +2.7% 222,997 $11.1M
Arkadios Wealth Advisors 0.42% Add +25.8% 220,869 $11.0M
Premier Path Wealth Partners, LLC 1.71% Reduce -7.0% 220,711 $11.0M
IFG Advisory, LLC 0.61% Add +7.0% 219,329 $10.9M
&partners 0.11% Add +41.2% 217,800 $10.8M
FIL Ltd 0.01% Add +88.4% 213,416 $10.6M
Vickerman Investment Advisors, Inc. 2.40% Add +33.5% 213,021 $10.6M
Waterloo Capital, L.P. 0.98% Add +46.6% 211,507 $10.5M
Joel Isaacson & Co., LLC 0.48% Add +7.4% 211,325 $10.5M
Tamar Securities, LLC 1.43% Reduce -0.8% 211,272 $10.5M
B. Riley Wealth Advisors, Inc. 0.32% Add +47.7% 209,765 $10.4M
Gladstone Institutional Advisory LLC 0.49% Reduce -4.6% 209,352 $10.4M
Harrell Investment Partners, LLC 3.03% Reduce -0.9% 205,337 $10.2M
Toth Financial Advisory Corp. 1.23% Add +6.1% 205,319 $10.2M
Orange Investment Advisors, Inc. 1.22% Reduce -3.6% 204,252 $10.2M
Benjamin Edwards Inc. 0.14% Add +26.9% 203,187 $10.1M
Keel Point, LLC 0.78% Add +61.9% 202,439 $10.1M
Transcend Capital Advisors, LLC 0.72% Add +14.4% 201,783 $10.1M
Banco BTG Pactual S.A. 2.49% No change 200,000 $10.0M
Yarbrough Capital, LLC 0.43% No change 200,000 $10.0M
Ashton Thomas Private Wealth, LLC 0.38% Add +2.9% 199,305 $9.9M
Chicago Wealth Management, Inc. 5.19% Add +4.3% 198,939 $9.9M
RFG Advisory, LLC 0.27% Reduce -4.6% 197,878 $9.9M
AE Wealth Management LLC 0.08% Reduce -23.0% 197,643 $9.8M
Founders Financial Securities LLC 0.83% Reduce -20.5% 203,612 $9.8M
Pictet Asset Management Holding SA 0.01% Add +64.4% 194,508 $9.7M
Leuthold Group, LLC 1.24% Reduce -20.9% 192,476 $9.6M
Jmac Enterprises LLC 2.27% Add +3.1% 192,363 $9.6M
Freedom Investment Management, Inc. 0.80% Reduce -2.8% 191,746 $9.6M
Hilltop Holdings Inc. 0.60% Reduce -1.2% 190,698 $9.5M
Insight Wealth Strategies, LLC 1.26% Reduce -10.9% 187,183 $9.3M
Prudential PLC 0.05% Reduce -5.9% 186,668 $9.3M
Snowden Capital Advisors LLC 0.30% Add +7.0% 186,067 $9.3M
Client First Capital LLC 4.74% Add +99.7% 185,852 $9.3M
Prospera Financial Services Inc 0.21% Add +5.6% 185,804 $9.3M
Crescent Grove Advisors, LLC 0.96% Add +0.0% 185,430 $9.2M
LMR Partners LLP 0.25% Add +1.6% 184,664 $9.2M
United Asset Strategies, Inc. 0.85% Reduce -4.0% 183,774 $9.2M
Fox Run Management, L.L.C. 1.41% Add +63.3% 182,400 $9.1M
5th Street Advisors, LLC 4.26% Reduce -0.7% 177,316 $8.8M
Unisphere Establishment 0.08% New 175,000 $8.7M
Sigma Planning Corp 0.28% Add +11.1% 174,973 $8.7M
North Star Investment Management Corp. 0.63% Add +1.0% 174,204 $8.7M
Provident Co of the Employees of the Hebrew University LTD 9.96% No change 174,238 $8.7M
Advisor Resource Council 0.70% New 224,570 $8.7M
Foundations Investment Advisors, LLC 0.16% Reduce -80.8% 172,803 $8.6M
Horizon Investments, LLC 0.26% Add +4.5% 171,961 $8.6M
Zuckerman Investment Group, LLC 0.92% Reduce -4.0% 171,598 $8.5M
Means Investment Co., Inc. 0.90% Add +759.6% 170,756 $8.5M
AMG National Trust Bank 0.24% Reduce -0.8% 169,600 $8.4M
NTV Asset Management LLC 1.12% Add +2.9% 169,489 $8.4M
Independent Financial Group, LLC 0.28% Add +3.9% 164,424 $8.2M
Venturi Wealth Management, LLC 0.43% Add +38.8% 164,370 $8.2M
Decker Retirement Planning Inc. 5.08% Add +2.5% 163,725 $8.2M
Pallas Capital Advisors LLC 0.34% Reduce -9.9% 163,654 $8.2M
Madrid Financial Services 5.89% Reduce -10.4% 162,229 $8.1M
Sykon Capital LLC 3.01% Reduce -12.8% 158,896 $7.9M
Essex LLC 1.71% Add +11.5% 158,798 $7.9M
GAMCO Investors 0.09% No change 157,375 $7.8M
Sierra Capital LLC 0.94% Add +0.0% 156,707 $7.8M
Stevens Capital Management LP 1.92% Add +237.7% 155,010 $7.7M
Private Wealth Advisors, LLC 3.24% Add +10.3% 154,983 $7.7M
Benchmark Financial Wealth Advisors, LLC 2.91% Add +834.8% 154,947 $7.7M
Ameraudi Asset Management, Inc. 4.39% Reduce -1.6% 154,014 $7.7M
WT Wealth Management 2.49% Add +78.4% 153,891 $7.7M
Mercer Global Advisors Inc. 0.02% Add +4.6% 153,695 $7.7M
Keystone Global Partners, LLC 5.33% — 152,446 $7.6M
Venture Visionary Partners LLC 0.32% Add +9.2% 152,367 $7.6M
Cypress Financial Planning LLC 2.72% New 151,476 $7.5M
TD Waterhouse Canada Inc. 0.06% Add +8.8% 151,744 $7.5M
Agur Provident & Training Funds Management Ltd. 3.01% New 150,965 $7.5M
Chescapmanager LLC 1.56% No change 150,000 $7.5M
Manatuck Hill Partners, LLC 3.44% New 150,000 $7.5M
Brevan Howard Capital Management LP 0.21% Reduce -95.2% 150,000 $7.5M
EHP Funds Inc. 8.30% New 149,600 $7.5M
Novare Capital Management LLC 0.65% Add +4.0% 149,435 $7.4M
Act Wealth Management, LLC 3.35% Reduce -4.7% 148,772 $7.4M
Callan Capital, LLC 0.55% Reduce -0.7% 148,703 $7.4M
Guerra Advisors Inc 4.14% Reduce -29.2% 148,623 $7.4M
Kestra Private Wealth Services, LLC 0.12% Add +3.8% 147,732 $7.4M
Mutual Advisors, LLC 0.21% Reduce -38.4% 151,425 $7.3M
Centaurus Financial, Inc. 0.44% Reduce -9.5% 145,470 $7.2M
McAlister, Sweet & Associates, Inc. 5.41% New 143,337 $7.1M
Compton Financial Group, LLC 2.05% New 143,175 $7.1M
Cavalier Investments, LLC 2.41% Add +235.4% 142,386 $7.1M
Creative Financial Designs Inc. 0.57% Reduce -6.0% 142,350 $7.1M
Toronto Dominion Bank 0.02% Reduce -14.3% 141,250 $7.0M
Astor Investment Management LLC 3.73% Add +11.1% 140,862 $7.0M
Kentucky Farm Bureau Mutual Insurance Co 1.64% No change 140,000 $7.0M
Goldentree Asset Management LP 0.56% New 139,000 $6.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +63.1% 138,614 $6.9M
Matthew Goff Investment Advisor, LLC 1.27% Add +7.9% 138,611 $6.9M
Vaughan David Investments LLC 0.16% Reduce -4.5% 137,412 $6.8M
Bailard, Inc. 0.18% Reduce -6.1% 137,394 $6.8M
Advisory Services Network, LLC 0.13% Reduce -4.7% 137,259 $6.8M
Western Wealth Management, LLC 0.45% Reduce -8.6% 137,146 $6.8M
Archford Capital Strategies, LLC 1.00% Add +35.1% 136,781 $6.8M
Summit Financial, LLC 0.19% Add +31.9% 136,283 $6.8M
Redhawk Wealth Advisors, Inc. 0.89% Reduce -0.2% 133,444 $6.6M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 132,936 $6.6M
Castleark Management LLC 0.23% No change 131,130 $6.5M
Granite Harbor Advisors, Inc. 3.44% Reduce -2.1% 130,205 $6.5M
BlueStem Wealth Partners, LLC 0.88% New 129,907 $6.5M
Sowell Financial Services LLC 0.29% Add +12.8% 129,826 $6.5M
Chemung Canal Trust Co. 1.42% Reduce -1.6% 129,630 $6.5M
Ferguson Wellman Capital Management, Inc. 0.13% Add +6.0% 129,557 $6.5M
J. Safra Sarasin Holding AG 0.12% Add +7.3% 129,616 $6.4M
Stratos Wealth Partners, LTD. 0.10% Reduce -8.5% 128,207 $6.4M
StoneX Group Inc. 0.35% Reduce -14.3% 127,354 $6.3M
Mechanics Bank Trust Department 0.86% Reduce -2.3% 126,720 $6.3M
Bonfire Financial 5.78% Add +6.5% 125,913 $6.3M
New Wave Wealth Advisors LLC 2.81% Add +24.3% 125,820 $6.3M
Jefferies Financial Group Inc. 0.11% Add +22.6% 125,619 $6.3M
Asset Allocation Strategies LLC 1.55% Reduce -26.0% 125,114 $6.2M
IFP Advisors, Inc 0.19% Add +225.4% 124,964 $6.2M
Dorsey & Whitney Trust CO LLC 0.36% Reduce -12.1% 124,603 $6.2M
OneDigital Investment Advisors LLC 0.07% Add +1.4% 122,330 $6.1M
Game Plan Financial Advisors, LLC 3.42% Add +7.3% 121,986 $6.1M
Trilogy Capital Inc. 0.32% Reduce -48.0% 121,807 $6.1M
Level Four Advisory Services, LLC 0.25% Reduce -15.4% 121,149 $6.0M
Burns J W & Co. Inc. 0.78% Reduce -2.8% 120,980 $6.0M
First Trust Advisors LP 0.01% Add +6.1% 120,562 $6.0M
D.A. Davidson & Co. 0.05% Add +36.8% 120,388 $6.0M
TCV Trust & Wealth Management, Inc. 0.55% Reduce -1.0% 119,650 $6.0M
Geneos Wealth Management Inc. 0.20% Reduce -43.2% 119,518 $6.0M
First Merchants Corp. 0.24% Add +7.9% 118,956 $5.9M
SteelPeak Wealth, LLC 0.25% Add +132.7% 118,402 $5.9M
Wela Strategies, Inc. 2.47% Add +11812.9% 117,461 $5.9M
Belpointe Asset Management LLC 0.30% Add +5.4% 116,373 $5.8M
CENTRAL TRUST Co 0.14% Add +7.2% 116,058 $5.8M
Brave Asset Management Inc. 1.81% Add +914.4% 115,416 $5.7M
NorthCrest Asset Manangement, LLC 0.17% Add +1.0% 114,963 $5.7M
Stockman Wealth Management, Inc. 0.84% Reduce -0.8% 114,391 $5.7M
Baker Avenue Asset Management, LP 0.18% Add +96.3% 114,316 $5.7M
Transamerica Financial Advisors, LLC 0.58% Reduce -0.4% 114,100 $5.7M
3EDGE Asset Management, LP 0.38% Add +11.9% 114,839 $5.7M
Cibc World Market Inc. 0.01% Reduce -28.7% 113,241 $5.6M
Nwam LLC 0.48% Reduce -1.3% 112,759 $5.6M
Kennicott Capital Management LLC 3.65% Add +31.3% 112,382 $5.6M
Stephens Inc. 0.08% Reduce -16.9% 112,139 $5.6M
Capital Planning Advisors, LLC 0.86% Add +54.4% 111,903 $5.6M
Sandy Spring Bank 0.23% Reduce -1.8% 111,039 $5.5M
Estate Counselors, LLC 0.57% Reduce -5.5% 110,927 $5.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -10.7% 110,923 $5.5M
WASHINGTON TRUST Co 0.21% Add +6.6% 110,808 $5.5M
Capital Wealth Planning, LLC 0.05% Add +75.1% 110,193 $5.5M
CIBC Private Wealth Group LLC 0.01% Reduce -8.2% 124,367 $5.5M
Focus Financial Network, Inc. 0.22% Add +13.2% 109,660 $5.5M
Fortis Group Advisors, LLC 1.06% Reduce -5.8% 109,119 $5.4M
Algorithmic Investment Models, LLC 3.98% Reduce -10.0% 108,495 $5.4M
New Millennium Group LLC 3.53% Reduce -0.7% 108,033 $5.4M
Simmons Bank 0.41% Add +1.4% 107,873 $5.4M
Institute for Wealth Management, LLC. 0.69% Reduce -2.2% 107,704 $5.4M
Veltria Advisors Corp. 3.47% Reduce -3.9% 107,074 $5.3M
Rise Advisors, LLC 2.35% Reduce -1.9% 106,831 $5.3M
GeoWealth Management, LLC 0.21% Reduce -0.2% 106,503 $5.3M
Floyd Financial Group LLC 4.79% Add +2.1% 106,295 $5.3M
Signal Advisors Wealth, LLC 0.52% Reduce -13.2% 106,050 $5.3M
Tiaa Trust, National Association 0.02% Add +10.2% 106,033 $5.3M
Principal Securities, Inc. 0.12% No change 109,180 $5.3M
CoreCap Advisors, LLC 0.23% Add +1.4% 105,723 $5.3M
Capstone Wealth Management Group LLC 4.19% Reduce -2.3% 105,260 $5.2M
Advisory Resource Group 1.07% Add +0.8% 105,242 $5.2M
Zullo Investment Group, Inc. 2.23% Reduce -0.2% 104,309 $5.2M
GTS Securities LLC 0.22% Reduce -35.6% 104,020 $5.2M
Whalen Wealth Management Inc. 3.45% New 103,875 $5.2M
Brown Advisory Inc. 0.01% Add +8.7% 103,784 $5.2M
Mountain Hill Investment Partners Corp. 5.03% New 103,300 $5.1M
Financial Counselors Inc. 0.08% Reduce -0.2% 102,837 $5.1M
Walleye Capital LLC 0.06% Reduce -4.2% 101,531 $5.1M
Innova Wealth Partners 3.12% Reduce -17.5% 100,945 $5.0M
Virtue Capital Management, LLC 0.58% Add +11.0% 100,410 $5.0M
Beacon Pointe Advisors, LLC 0.06% Add +9.6% 99,957 $5.0M
Elevation Point Wealth Partners, LLC 0.43% Reduce -14.6% 99,697 $5.0M
Harbour Investments, Inc. 0.14% Add +44.4% 98,772 $4.9M
Laurel Wealth Advisors LLC 0.77% Add +0.7% 98,622 $4.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.75% Add +1.8% 98,499 $4.9M
HB Wealth Management, LLC 0.04% Add +19.7% 97,220 $4.8M
Continuum Wealth Advisors, LLC 2.48% New 97,001 $4.8M
Leicht Financial Planning & Wealth Management, Inc. 2.52% Reduce -8.1% 96,838 $4.8M
Martin & Co. Inc. 0.91% Add +0.4% 94,940 $4.7M
Tucker Asset Management LLC 1.52% Reduce -46.7% 94,443 $4.7M
AAFMAA Wealth Management & Trust LLC 2.13% Add +432.7% 94,217 $4.7M
Great Valley Advisor Group, Inc. 0.10% Add +5.8% 93,660 $4.7M
IAM Advisory, LLC 1.21% New 93,287 $4.6M
AlphaCore Capital LLC 0.39% New 92,675 $4.6M
Fischer Investment Strategies, LLC 3.40% Add +4.5% 92,628 $4.6M
Intrua Financial, LLC 0.72% Reduce -10.9% 91,954 $4.6M
Perigon Wealth Management, LLC 0.12% Add +12.9% 91,841 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -92.1% 91,112 $4.5M
Schroder Investment Management Group 0.00% Reduce -94.6% 92,099 $4.5M
J.W. Cole Advisors, Inc. 0.14% Reduce -26.5% 90,945 $4.5M
Riggs Asset Managment Co. Inc. 1.29% Add +93.2% 90,935 $4.5M
Massachusetts Wealth Management 3.09% Add +13.1% 90,361 $4.5M
Commerce Bank 0.03% Reduce -5.4% 90,270 $4.5M
Trust Co 0.53% Reduce -38.7% 90,027 $4.5M
City Holding Co. 0.63% Add +5.3% 89,842 $4.5M
Clearstead Advisors, LLC 0.07% Reduce -1.1% 89,579 $4.5M
Integrated Advisors Network LLC 0.23% Reduce -21.1% 89,519 $4.5M
Allworth Financial LP 0.03% Add +5.4% 91,840 $4.4M
Visionary Wealth Advisors 0.27% Reduce -23.7% 88,915 $4.4M
Rockland Trust Co. 0.22% Reduce -7.3% 88,473 $4.4M
BlueCrest Capital Management Ltd 0.89% Reduce -85.5% 88,000 $4.4M
Bessemer Group Inc. 0.01% Add +38.4% 86,798 $4.3M
Ledyard National Bank 0.43% Reduce -18.4% 86,296 $4.3M
M&T Bank Corp 0.02% Reduce -52.2% 85,574 $4.3M
Flagship Harbor Advisors, LLC 0.22% Add +0.7% 85,203 $4.2M
Squarepoint Ops LLC 0.01% New 84,381 $4.2M
Patton Albertson Miller Group, LLC 0.62% Reduce -0.3% 83,749 $4.2M
Banco Santander, S.A. 0.05% Add +24.3% 83,195 $4.1M
Acima Private Wealth, LLC 1.47% Reduce -13.1% 82,253 $4.1M
Vivid Wealth Management, LLC 2.05% Add +0.1% 82,156 $4.1M
O'shaughnessy Asset Management, LLC 0.03% Add +10.8% 82,119 $4.1M
Ellis Investment Partners, LLC 0.84% Reduce -1.8% 81,780 $4.1M
Stratos Wealth Advisors, LLC 0.22% Reduce -55.9% 81,431 $4.1M
WNY Asset Management, LLC 0.48% Add +7.5% 81,398 $4.1M
Fourth Dimension Wealth, LLC 1.96% Add +12.2% 81,285 $4.0M
Darwin Wealth Management, LLC 1.36% No change 83,692 $4.0M
DRW Securities, LLC 0.34% Reduce -84.8% 80,500 $4.0M
Channel Wealth LLC 1.23% Add +9.6% 79,476 $4.0M
Victory Financial Group, LLC 0.76% Add +231.1% 79,506 $4.0M
Perbak Capital Partners LLP 2.92% New 79,157 $3.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.39% Add +1.6% 79,041 $3.9M
Franklin Resources Inc. 0.00% Add +0.6% 78,943 $3.9M
Westside Investment Management, Inc. 0.84% Reduce -0.6% 78,796 $3.9M
Insigneo Advisory Services, LLC 0.40% Add +3.1% 78,645 $3.9M
Kingswood Wealth Advisors, LLC 0.36% Reduce -5.9% 78,525 $3.9M
Valeo Financial Advisors, LLC 0.11% Add +10.0% 86,819 $3.9M
Retirement Planning Group, LLC / NY 3.98% Add +6.5% 78,429 $3.9M
Fiduciary Trust Co 0.05% Reduce -0.7% 78,379 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Add +69.0% 78,337 $3.9M
Abbot Financial Management, Inc. 2.01% Add +1.5% 77,955 $3.9M
Nelson Capital Management, LLC 0.67% Add +16.7% 77,840 $3.9M
Warner Financial, Inc. 1.71% Reduce -3.9% 77,667 $3.9M
U.S. Capital Wealth Advisors, LLC 0.12% Add +8.6% 77,563 $3.9M
Ironwood Wealth Management, Inc. 2.01% Reduce -10.5% 84,089 $3.9M
FOCUS Wealth Advisors, LLC 2.12% Add +2.8% 77,019 $3.8M
Cooksen Wealth, LLC 3.89% Reduce -6.1% 90,996 $3.8M
CX Institutional 0.14% Add +132.3% 76,375 $3.8M
Regal Investment Advisors LLC 0.31% Add +3.8% 75,888 $3.8M
Centric Wealth Management 0.99% Add +12.4% 75,630 $3.8M
Arrow Investment Advisors, LLC 3.98% Reduce -7.9% 75,518 $3.8M
Harbor Capital Advisors, Inc. 0.17% Add +1072.3% 75,298 $3.8M
Deutsche Bank AG 0.00% No change 74,736 $3.7M
Teamwork Financial Advisors, LLC 0.51% Reduce -83.0% 74,463 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Add +3.4% 74,046 $3.7M
Private Advisory Group LLC 0.42% Reduce -1.6% 73,785 $3.7M
Cornerstone Wealth Management, LLC 0.25% Add +3.9% 73,681 $3.7M
Brandywine Oak Private Wealth LLC 0.36% Add +0.4% 72,961 $3.6M
JFS Wealth Advisors, LLC 0.25% Add +0.1% 72,685 $3.6M
Peddock Capital Advisors, LLC 0.92% Add +1.1% 72,608 $3.6M
Kovack Advisors, Inc. 0.38% Reduce -1.7% 72,558 $3.6M
Simplicity Wealth,LLC 0.28% Add +1534.0% 72,304 $3.6M
Joseph P. Lucia & Associates, LLC 1.64% Add +11.9% 72,142 $3.6M
Evercore Wealth Management, LLC 0.06% Reduce -1.4% 72,036 $3.6M
Atlas Private Wealth Advisors 0.50% Reduce -78.8% 72,003 $3.6M
Quattro Financial Advisors LLC 1.22% Add +7.7% 71,522 $3.6M
BigSur Wealth Management LLC 0.96% No change 70,870 $3.5M
Fagan Associates, Inc. 0.59% Reduce -1.5% 70,863 $3.5M
United Capital Financial Advisors, LLC 0.03% Reduce -4.5% 69,759 $3.5M
MontVue Capital Management, Inc. 2.78% Reduce -3.2% 69,697 $3.5M
CreativeOne Wealth, LLC 0.10% Reduce -16.5% 69,338 $3.5M
First National Bank of Hutchinson 2.26% Add +2.8% 68,664 $3.4M
First Financial Bank - Trust Division 0.33% Reduce -8.9% 67,765 $3.4M
Narus Financial Partners, LLC 1.15% Add +19.3% 67,681 $3.4M
West Financial Advisors, LLC 0.63% Add +8.7% 66,985 $3.3M
Banque Pictet & Cie SA 0.04% Add +27.7% 66,626 $3.3M
Maxele Advisors, LLC 3.21% Add +1.5% 66,608 $3.3M
Glenmede Trust Co. NA 0.02% Add +3.2% 66,602 $3.3M
Financial Freedom, LLC 1.90% Reduce -14.1% 66,538 $3.3M
Lynx Investment Advisory 2.20% Add +203.9% 66,256 $3.3M
Global View Capital Management LLC 1.20% Add +15.7% 66,163 $3.3M
Measured Wealth Private Client Group, LLC 1.05% Add +535.5% 65,575 $3.3M
Y.D. More Investments Ltd 0.29% Add +1.9% 65,435 $3.3M
Bfsg, LLC 0.40% Reduce -2.1% 65,326 $3.3M
TCTC Holdings, LLC 0.11% Reduce -1.5% 65,154 $3.2M
Greenwich Wealth Management LLC 0.24% Reduce -3.7% 64,708 $3.2M
Paragon Financial Partners, Inc. 2.52% Add +1.4% 64,682 $3.2M
Associated Banc-Corp 0.10% Reduce -2.1% 64,622 $3.2M
Orion Porfolio Solutions, LLC 0.03% Add +25.7% 64,342 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +25.7% 64,342 $3.2M
Morton Community Bank 0.83% Reduce -3.4% 63,749 $3.2M
Ausdal Financial Partners, Inc. 0.24% Add +67.7% 63,613 $3.2M
Keystone Financial Group 0.32% Add +17.6% 63,437 $3.2M
Activest Wealth Management 0.84% Add +3.2% 63,019 $3.1M
Fisher Asset Management 0.00% Add +36.6% 62,668 $3.1M
Two Sigma Securities, LLC 0.47% Add +350.0% 62,213 $3.1M
Ameritas Advisory Services, LLC 0.12% Reduce -26.9% 62,811 $3.1M
Ameriflex Group, Inc. 1.26% Add +729.2% 61,700 $3.1M
Farther Finance Advisors, LLC 0.08% Add +20.6% 61,614 $3.1M
Graham Capital Management, L.P. 0.14% Reduce -77.2% 61,500 $3.1M
Everstar Asset Management, LLC 2.01% Reduce -11.5% 60,995 $3.0M
Sharper & Granite LLC 1.25% Add +9.1% 60,594 $3.0M
Capital Advisors, Ltd. LLC 0.40% Reduce -7.4% 60,502 $3.0M
Encompass More Asset Management 0.90% Add +114.4% 60,468 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.3% 60,388 $3.0M
Bulltick Wealth Management, LLC 0.80% Add +29.0% 60,384 $3.0M
Lionsbridge Wealth Management LLC 2.67% Reduce -18.4% 60,345 $3.0M
Laraway Financial Advisors Inc 2.39% Add +0.3% 60,329 $3.0M
Townsquare Capital LLC 0.03% Reduce -11.3% 60,098 $3.0M
Cadent Capital Advisors, LLC 1.14% Add +390.3% 60,002 $3.0M
RDA Financial Network 0.89% Add +2.3% 59,724 $3.0M
Pine Valley Investments Ltd Liability Co 0.19% Add +0.0% 59,610 $3.0M
Wealthspire Advisors, LLC 0.02% Add +2.6% 59,256 $3.0M
Quantessence Capital LLC 0.74% New 59,155 $2.9M
Silverleafe Capital Partners, LLC 1.01% Add +4.7% 59,113 $2.9M
Fortis Capital Advisors, LLC 0.60% Add +743.3% 59,034 $2.9M
Claro Advisors Inc. 0.39% Add +4.3% 58,871 $2.9M
Donald L. Hagan, LLC 1.53% Add +13.0% 58,695 $2.9M
Wealthfront Advisers LLC 0.01% Add +22.5% 58,592 $2.9M
Orca Investment Management, LLC 2.91% Reduce -1.1% 58,432 $2.9M
Rockingstone Advisors LLC 1.31% Add +2.5% 58,393 $2.9M
International Assets Investment Management, LLC 0.25% Add +14.7% 58,118 $2.9M
Caprock Group, LLC 0.09% Add +78.5% 58,094 $2.9M
Keybank National Association 0.01% Reduce -0.4% 57,943 $2.9M
Chesapeake Wealth Management 1.03% Reduce -1.9% 57,896 $2.9M
Magnus Financial Group LLC 0.28% Reduce -0.7% 57,544 $2.9M
AdvisorShares Investments LLC 0.56% New 57,500 $2.9M
Concentric Capital Strategies, LP 0.29% Reduce -10.7% 57,421 $2.9M
Lindbrook Capital, LLC 0.26% Add +215.7% 57,299 $2.9M
Colton Groome Financial Advisors, LLC 1.11% Reduce -5.7% 58,523 $2.9M
High Note Wealth, LLC 0.70% Reduce -3.9% 56,951 $2.8M
Occidental Asset Management, LLC 0.43% Reduce -65.5% 56,564 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.43% Add +6.1% 57,106 $2.8M
Constitution Capital LLC 1.55% Add +2.3% 56,348 $2.8M
Bay Rivers Group 1.47% Add +21.8% 56,293 $2.8M
Butensky & Cohen Financial Security, Inc. 0.86% Reduce -0.9% 56,281 $2.8M
Fairvoy Private Wealth, LLC 0.77% Add +36.5% 56,238 $2.8M
Brookstone Capital Management 0.04% Reduce -17.0% 56,168 $2.8M
Midwest Professional Planners, LTD. 0.87% Add +2.6% 55,862 $2.8M
WP Advisors, LLC 0.93% Add +0.3% 55,816 $2.8M
GWN Securities Inc. 0.16% Add +803.2% 55,276 $2.8M
St. Johns Investment Management Company, LLC 1.37% Reduce -4.7% 55,725 $2.8M
BLB&B Advisors, LLC 0.14% New 55,681 $2.8M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11.25% No change 55,688 $2.8M
PCG Asset Management, LLC 2.59% Add +0.6% 55,650 $2.8M
Visionary Horizons, LLC 1.95% Add +141.5% 55,637 $2.8M
Bradley Foster & Sargent Inc. 0.05% Reduce -1.8% 55,610 $2.8M
Waverly Advisors, LLC 0.03% Reduce -1.7% 55,588 $2.8M
Abound Financial, LLC 1.40% Reduce -0.5% 55,569 $2.8M
Financial Advocates Investment Management 0.19% Reduce -23.7% 55,519 $2.8M
RPg Family Wealth Advisory, LLC 0.79% Add +36.3% 55,495 $2.8M
M3 Advisory Group, LLC 2.18% Add +0.5% 55,334 $2.8M
HBW Advisory Services LLC 0.39% Add +9.4% 55,315 $2.8M
SMART Wealth LLC 0.99% Reduce -1.0% 55,200 $2.7M
Bramshill Investments, LLC 0.28% Reduce -15.4% 55,000 $2.7M
Credit Agricole S A 0.01% Add +274.1% 54,813 $2.7M
Gold Investment Management Ltd. 1.15% Reduce -2.3% 54,613 $2.7M
Rehmann Capital Advisory Group 0.17% Add +9.7% 54,592 $2.7M
NorthCoast Asset Management LLC 0.01% Add +83.0% 54,376 $2.7M
GFS Advisors, LLC 0.54% Add +7.0% 53,621 $2.7M
Strategic Financial Partners, Ltd. 1.40% New 53,326 $2.7M
Mission Wealth Management, LP 0.07% Add +7.5% 53,225 $2.7M
Janney Capital Management LLC 0.18% Add +27.1% 53,013 $2.6M
Poehling Capital Management, INC. 0.67% Reduce -4.1% 53,011 $2.6M
Sandbox Financial Partners, LLC 0.93% Add +1.1% 52,999 $2.6M
Moulton Wealth Management, Inc. 2.01% Add +2.2% 52,913 $2.6M
Cary Street Partners Financial LLC 0.08% Add +15.9% 52,909 $2.6M
Obsidian Personal Planning Solutions LLC 1.17% New 53,880 $2.6M
Bogart Wealth, LLC 0.12% Add +1903.9% 52,622 $2.6M
Corrado Advisors, LLC 1.75% Add +0.9% 52,547 $2.6M
GenTrust, LLC 0.13% Reduce -22.1% 52,482 $2.6M
Telos Capital Management, Inc. 0.28% New 51,946 $2.6M
Cim, LLC 0.38% Reduce -2.5% 51,943 $2.6M
Natixis Advisors, LLC 0.00% Add +19.4% 51,561 $2.6M
One Charles Private Wealth Services, LLC 0.83% Add +1.6% 51,439 $2.6M
Symmetry Partners, LLC 0.36% Add +8.8% 51,405 $2.6M
Lighthouse Investment Partners, LLC 0.12% New 51,066 $2.5M
Moors & Cabot, Inc. 0.13% Add +27.5% 51,016 $2.5M
Apexium Financial, LP 0.15% Add +12.7% 50,894 $2.5M
Brighton Jones LLC 0.08% Reduce -4.6% 50,543 $2.5M
Alaska Permanent Fund Corp 0.04% No change 51,558 $2.5M
Rye Brook Capital LLC 3.14% Add +1.0% 50,300 $2.5M
World Investment Advisors 0.07% Reduce -27.5% 50,238 $2.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% Add +66.7% 50,000 $2.5M
First Horizon Advisors, Inc. 0.07% Add +2.7% 49,934 $2.5M
Calton & Associates, Inc. 0.57% Add +6.1% 49,896 $2.5M
Clarus Wealth Advisors 1.33% Reduce -6.5% 52,576 $2.5M
Invst, LLC 0.34% Add +3.1% 49,779 $2.5M
Next Level Private LLC 0.92% Reduce -2.3% 49,707 $2.5M
Wedbush Securities Inc. 0.09% Add +14.7% 49,196 $2.5M
Crews Bank & Trust 0.41% Add +3.6% 48,837 $2.4M
Brick & Kyle, Associates 1.12% Add +13.5% 49,229 $2.4M
CWC Advisors, LLC. 1.38% Add +51.6% 48,632 $2.4M
Redwood Financial Network Corp 1.83% Reduce -1.9% 48,369 $2.4M
Empowered Funds, LLC 0.03% New 48,343 $2.4M
Avior Wealth Management, LLC 0.09% Add +12.3% 48,100 $2.4M
Synovus Financial Corp. 0.03% Add +1.0% 47,982 $2.4M
O'Dell Group, LLC 0.62% New 47,821 $2.4M
Bank of Stockton 0.76% Add +648.4% 47,642 $2.4M
Jacobi Capital Management LLC 0.17% Add +25.0% 47,417 $2.4M
Dorsey Wright & Associates 0.60% Reduce -2.7% 47,366 $2.4M
Regions Financial Corp. 0.02% Reduce -6.0% 47,175 $2.3M
Rovin Capital /Ut/ 0.76% Reduce -3.9% 47,096 $2.3M
Highland Capital Management, LLC 0.14% Reduce -0.3% 46,932 $2.3M
Wilmington Savings Fund Society, FSB 0.04% Add +3.6% 46,773 $2.3M
Moloney Securities Asset Management, LLC 0.32% Add +545.1% 46,735 $2.3M
DT Investment Partners, LLC 0.22% Add +41.5% 46,723 $2.3M
Dai-ichi Life Holdings, Inc. 2.60% Add +9.3% 46,800 $2.3M
PFG Advisors 0.13% Add +285.3% 46,182 $2.3M
Okabena Investment Services Inc. 0.58% Add +0.7% 46,149 $2.3M
Fulcrum Equity Management 2.50% Reduce -2.6% 46,009 $2.3M
First Bancorp, Inc 1.48% No change 45,619 $2.3M
Camelot Technology Advisors, Inc. 2.09% Reduce -0.1% 45,458 $2.3M
New York Life Investment Management LLC 0.02% Reduce -79.4% 45,262 $2.3M
Kessler Investment Group, LLC 1.10% Reduce -4.9% 45,165 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +2.0% 45,144 $2.2M
Capital Investment Counsel, LLC 0.37% Add +22.4% 44,986 $2.2M
Apollon Wealth Management, LLC 0.05% Add +5.0% 44,908 $2.2M
NewEdge Wealth, LLC 0.04% Add +57.1% 44,590 $2.2M
RiverGlades Family Offices LLC 1.60% Reduce -2.3% 44,532 $2.2M
Axxcess Wealth Management, LLC 0.06% Add +4.8% 44,436 $2.2M
Pinnacle Associates Ltd. 0.03% Add +7.5% 44,181 $2.2M
10Elms LLP 2.60% Reduce -3.8% 44,093 $2.2M
NFSG Corp 0.53% Reduce -3.5% 43,801 $2.2M
Rothschild Capital Partners, LLC 0.57% Add +9.8% 43,770 $2.2M
Intrepid Financial Planning Group LLC 1.01% Reduce -3.6% 43,720 $2.2M
Beacon Financial Group 0.23% Reduce -9.4% 42,875 $2.1M
Apollon Financial, LLC 0.51% Add +24.2% 42,870 $2.1M
Burke & Herbert Bank & Trust Co. 0.51% Add +0.3% 42,860 $2.1M
Planwiser Financial, LLC 1.93% — 43,133 $2.1M
Virtu Financial LLC 0.12% New 42,752 $2.1M
Plimoth Trust Co. LLC 0.55% Add +32.2% 42,624 $2.1M
Court Place Advisors, LLC 0.70% Add +0.0% 42,541 $2.1M
Parametrica Management Ltd 3.56% No change 42,500 $2.1M
Founders Financial Alliance, LLC 0.51% Add +87.3% 42,371 $2.1M
Advisor OS, LLC 0.24% Add +19.2% 42,309 $2.1M
Retireful, LLC 1.99% New 42,708 $2.1M
Horizon Financial Services, LLC 1.16% Reduce -15.6% 41,690 $2.1M
Dimension Capital Management LLC 0.37% Add +0.7% 41,635 $2.1M
WealthPLAN Partners, LLC 0.29% Add +18.2% 41,606 $2.1M
WealthShield Partners, LLC 0.27% Add +13.0% 41,391 $2.1M
Kanawha Capital Management LLC 0.16% Add +5.2% 41,337 $2.1M
Crumly & Associates Inc. 0.57% Reduce -0.8% 41,145 $2.0M
Windsor Capital Management, LLC 0.63% Reduce -4.3% 41,025 $2.0M
Fiduciary Group, LLC 0.20% Add +19.4% 40,814 $2.0M
Boltwood Capital Management 0.62% Add +2.7% 40,627 $2.0M
AQR Capital Management 0.00% Add +57.8% 40,546 $2.0M
Guardian Asset Advisors, LLC 1.30% Reduce -6.9% 39,950 $2.0M
Meridian Wealth Management, LLC 0.10% Add +0.8% 39,945 $2.0M
ARS Investment Partners, LLC 0.18% No change 40,791 $2.0M
Cullen/Frost Bankers, Inc. 0.03% Add +165.7% 39,506 $2.0M
Private Trust Co. NA 0.20% Add +7.4% 39,481 $2.0M
JBR Co Financial Management Inc 1.15% Add +4.8% 39,421 $2.0M
E&G Advisors, LLC 0.55% Add +5.3% 39,407 $2.0M
Parallel Advisors, LLC 0.04% Reduce -23.4% 39,300 $2.0M
Milestone Asset Management, LLC 0.42% Add +96.0% 39,222 $2.0M
Alerus Financial NA 0.16% Reduce -74.1% 39,217 $2.0M
Hall Capital Management Co. Inc. 0.90% New 39,183 $2.0M
Kingstone Capital Partners Texas, LLC 1.56% Reduce -1.7% 39,010 $1.9M
Pinnacle Family Advisors, LLC 1.05% Add +35.1% 38,917 $1.9M
City Center Advisors, LLC 2.25% Add +28.1% 38,718 $1.9M
Wellington Management Group LLP 0.00% Reduce -30.4% 38,567 $1.9M
Montag A & Associates Inc. 0.10% Reduce -0.1% 38,531 $1.9M
Birinyi Associates Inc. 0.62% Add +6.6% 38,460 $1.9M
KFA Private Wealth Group, LLC 0.67% Add +156.0% 38,400 $1.9M
Accel Wealth Management 0.69% Add +4.5% 38,295 $1.9M
MTM Investment Management, LLC 0.74% Reduce -0.8% 38,317 $1.9M
VCI Wealth Management LLC 0.80% Add +8.4% 38,265 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +54.3% 38,161 $1.9M
Waterway Wealth Management, LLC 0.79% Reduce -32.5% 37,919 $1.9M
Garden State Investment Advisory Services LLC 0.60% Add +13.2% 37,849 $1.9M
Golden State Wealth Management, LLC 0.28% Add +4.6% 37,805 $1.9M
Wealthgarden F.S. LLC 1.80% Add +0.6% 37,683 $1.9M
Sigma Investment Counselors Inc. 0.11% Reduce -4.3% 37,409 $1.9M
AmeriServ Wealth Advisors 1.07% Add +119.4% 37,314 $1.9M
Perennial Investment Advisors, LLC 0.21% Reduce -9.8% 37,213 $1.9M
Lyell Wealth Management, LP 0.17% Add +50.1% 37,122 $1.8M
Wealthcare Advisory Partners LLC 0.05% Add +17.1% 37,062 $1.8M
Miller Investment Management, LP 0.20% Reduce -23.4% 37,042 $1.8M
CWA Asset Management Group, LLC 0.09% Add +87.8% 37,031 $1.8M
Global Assets Advisory, LLC 0.35% Add +94.3% 38,680 $1.8M
Circle Wealth Management, LLC 0.04% Add +18.3% 36,965 $1.8M
Marcum Wealth, LLC 0.16% Reduce -4.1% 36,858 $1.8M
One Capital Management, LLC 0.06% Add +14.6% 36,768 $1.8M
Collier Financial 1.55% Add +18123.9% 36,630 $1.8M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -2.0% 36,558 $1.8M
Moneta Group Investment Advisors LLC 0.03% Add +12.9% 36,526 $1.8M
Wealthedge Investment Advisors, LLC 0.81% Add +50.1% 36,259 $1.8M
Ibex Wealth Advisors 0.24% New 35,853 $1.8M
Founders Grove Wealth Partners, LLC 0.50% Add +13.5% 35,839 $1.8M
CFC Planning Co LLC 1.93% Reduce -27.5% 35,478 $1.8M
CMG Global Holdings, LLC 1.15% Add +6.6% 36,603 $1.8M
Crestwood Advisors Group, LLC 0.03% Reduce -7.4% 35,364 $1.8M
Howard Capital Management Group, LLC 0.14% Reduce -3.3% 35,322 $1.8M
Tyler-Stone Wealth Management 0.32% Reduce -1.0% 35,314 $1.8M
Monetary Management Group Inc. 0.47% Reduce -4.2% 35,225 $1.8M
PFG Investments, LLC 0.11% Add +14.8% 35,221 $1.8M
Ingalls & Snyder LLC 0.06% Add +0.5% 35,222 $1.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +10.4% 35,192 $1.8M
McGuire Investment Group, LLC 0.26% Add +1.2% 35,161 $1.8M
LM Advisors LLC 0.32% Add +10.4% 35,133 $1.8M
Diversify Advisory Services, LLC 0.11% Reduce -23.3% 35,897 $1.7M
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -4.1% 34,985 $1.7M
Peoples Bank 1.18% Add +22.6% 34,835 $1.7M
Foguth Wealth Management, LLC. 0.42% Reduce -33.8% 34,683 $1.7M
American Institute for Advanced Investment Management, LLP 1.31% Add +5.3% 34,545 $1.7M
SVB Wealth LLC 0.07% Reduce -13.3% 34,475 $1.7M
SOL Capital Management CO 0.19% No change 34,150 $1.7M
Watts Gwilliam & Co., LLC 0.37% Add +0.3% 34,120 $1.7M
Cladis Investment Advisory, LLC 1.23% Add +2.7% 34,020 $1.7M
Ashton Thomas Securities, LLC 0.47% Reduce -12.9% 33,955 $1.7M
Bleakley Financial Group, LLC 0.05% Add +1.7% 33,789 $1.7M
Beacon Bridge Wealth Partners, LLC 0.71% Add +1.4% 33,590 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -7.3% 33,442 $1.7M
LJI Wealth Management, LLC 0.33% Add +0.5% 33,415 $1.7M
Blue Chip Partners, LLC 0.14% Reduce -5.1% 33,344 $1.7M
Barings LLC 0.04% New 33,265 $1.7M
EverSource Wealth Advisors, LLC 0.09% Add +2.8% 33,258 $1.7M
Counterweight Ventures, LLC 1.19% Add +3.5% 33,194 $1.7M
Realta Investment Advisors 0.75% Reduce -25.4% 33,081 $1.6M
Essex Financial Services, Inc. 0.12% Add +4.4% 33,037 $1.6M
Rik Saylor Financial, Inc. 1.45% Reduce -1.8% 32,930 $1.6M
Glass Jacobson Investment Advisors llc 0.54% No change 33,901 $1.6M
Evoke Wealth, LLC 0.04% Add +3.2% 32,869 $1.6M
Contravisory Investment Management, Inc. 0.34% Reduce -1.6% 32,630 $1.6M
Silverlake Wealth Management LLC 0.62% Reduce -3.8% 32,428 $1.6M
Prairiewood Capital, LLC 0.66% Reduce -6.9% 32,401 $1.6M
Gotham Asset Management 0.01% Add +67.5% 32,328 $1.6M
Country Club Bank 0.11% Reduce -2.5% 32,556 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -0.5% 32,043 $1.6M
Successful Portfolios LLC 1.08% No change 31,802 $1.6M
Pursue Wealth Partners LLC 0.96% No change 31,754 $1.6M
Glen Eagle Advisors, LLC 0.26% Add +5.6% 31,722 $1.6M
Patten & Patten Inc. 0.11% Add +2.8% 31,692 $1.6M
Bryn Mawr Trust Advisors, LLC 0.09% Add +38.8% 31,678 $1.6M
World Equity Group, Inc. 0.45% Reduce -34.9% 31,527 $1.6M
Signet Financial Management, LLC 0.21% Reduce -6.9% 31,430 $1.6M
Per Stirling Capital Management, LLC. 0.23% Add +6.5% 31,413 $1.6M
Intellectus Partners, LLC 0.39% Add +9.6% 31,413 $1.6M
D.B. Root & Company, LLC 0.50% Add +77.9% 31,379 $1.6M
SP Asset Management LLC 0.14% Reduce -2.9% 31,303 $1.6M
Next Capital Management LLC 0.74% Add +4.3% 31,153 $1.6M
Compass Capital Corp. /Ma/ 0.81% Add +1.4% 31,429 $1.6M
Roberts Wealth Advisors, LLC 0.48% Add +0.7% 30,982 $1.5M
PCG Wealth Advisors, LLC 0.54% Reduce -0.1% 30,842 $1.5M
Ironwood Financial, llc 0.33% Add +7.0% 30,670 $1.5M
PSI Advisors, LLC 0.49% Add +8.6% 30,273 $1.5M
Ring Mountain Capital, LLC 1.13% Add +7.0% 30,104 $1.5M
True Vision MN LLC 0.90% Reduce -3.0% 30,019 $1.5M
Fearless Solutions, LLC dba Best Invest 1.16% Reduce -0.4% 29,932 $1.5M
Advyzon Investment Management, LLC 0.52% Reduce -21.2% 29,719 $1.5M
Choreo, LLC 0.02% Reduce -22.3% 29,544 $1.5M
Brueske Advisory Services, LLC 1.38% New 29,314 $1.5M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -0.3% 29,293 $1.5M
Argent Trust Co 0.06% Add +83.8% 29,183 $1.5M
Clark Financial Services Group Inc. 1.00% Reduce -0.8% 29,114 $1.5M
Leslie Global Wealth, LLC 0.70% Reduce -8.6% 29,039 $1.4M
Dynamic Advisor Solutions LLC 0.05% New 28,994 $1.4M
SCS Capital Management LLC 0.02% New 28,907 $1.4M
MIdWestOne Financial Group, Inc. 0.20% Reduce -0.6% 28,816 $1.4M
Clarity Wealth Advisors, LLC 0.40% Reduce -10.3% 28,686 $1.4M
Marco Investment Management LLC 0.13% Reduce -1.0% 28,459 $1.4M
Mma Asset Management LLC 0.60% Add +12.6% 28,437 $1.4M
University of Texas/Texas Am Investment Management Co. 0.24% Add +136.6% 28,265 $1.4M
NBT Bank, N.A. 0.10% Reduce -6.9% 28,184 $1.4M
Simon Quick Advisors, LLC 0.08% Add +4.6% 28,060 $1.4M
One River Asset Management, LLC 5.14% Reduce -80.2% 28,370 $1.4M
Rollins Financial Advisors, LLC 0.24% Add +32.3% 28,019 $1.4M
Valmark Advisers, Inc. 0.02% Add +10.6% 27,939 $1.4M
Soltis Investment Advisors LLC 0.12% Reduce -12.2% 27,858 $1.4M
EPG Wealth Management LLC 0.39% Reduce -7.5% 27,822 $1.4M
Advisors Capital Management, LLC 0.02% Add +11.5% 27,810 $1.4M
Allen Investment Management, LLC 0.02% No change 27,791 $1.4M
Verdence Capital Advisors LLC 0.11% Add +36.3% 27,747 $1.4M
Ipsen Advisor Group LLC 1.19% Reduce -0.0% 27,739 $1.4M
Relyea Zuckerberg Hanson LLC 0.19% No change 27,576 $1.4M
Keebeck Wealth Management 0.20% No change 27,569 $1.4M
Tranquility Partners, LLC 0.53% No change 27,555 $1.4M
Wedmont Private Capital 0.07% Add +0.1% 29,352 $1.4M
Tradition Wealth Management, LLC 0.12% Reduce -0.1% 27,471 $1.4M
Norris Financial Group, LLC 0.64% Add +46.4% 27,394 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +82.9% 27,189 $1.4M
D L Carlson Investment Group Inc. 0.26% Reduce -1.6% 27,019 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.55% No change 28,815 $1.3M
SeaCrest Wealth Management, LLC 0.15% Add +1.0% 26,783 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.1% 26,717 $1.3M
Tsfg, LLC 0.27% Reduce -0.0% 26,703 $1.3M
Xcel Wealth Management, LLC 0.41% No change 26,438 $1.3M
Whittier Trust Co. 0.02% Reduce -5.5% 26,399 $1.3M
One Wealth Map LLC 0.87% Reduce -0.8% 28,762 $1.3M
Certified Advisory Corp 0.15% Add +6.1% 26,313 $1.3M
Nwi Management LP 0.17% No change 26,000 $1.3M
Granite FO LLC 0.73% No change 25,920 $1.3M
Herbst Group, LLC 0.91% Add +3.0% 25,919 $1.3M
Smith Salley Wealth Management 0.08% Reduce -1.3% 25,853 $1.3M
Macroview Investment Management LLC 1.21% New 25,799 $1.3M
RMR Wealth Builders 0.13% Add +12.6% 25,737 $1.3M
Advisors Management Group Inc. 0.28% Add +9.4% 25,486 $1.3M
Cape Ann Savings Bank 0.80% Reduce -0.5% 25,475 $1.3M
Ehrlich Financial Group 0.92% Add +284.7% 25,288 $1.3M
Westbourne Investment Advisors, Inc. 0.45% Add +6.6% 25,164 $1.3M
Breakwater Capital Group 0.22% Add +5.5% 24,992 $1.2M
Davis R M Inc. 0.02% Reduce -13.9% 24,910 $1.2M
NWF Advisory Services Inc. 0.17% Reduce -6.0% 24,890 $1.2M
Syon Capital LLC 0.10% Add +54.5% 24,845 $1.2M
Audent Global Asset Management, LLC 1.01% Reduce -12.1% 24,664 $1.2M
Latitude Advisors, LLC 0.71% New 24,643 $1.2M
Flywheel Private Wealth LLC 1.12% No change 24,618 $1.2M
Sentinel Trust Co. Lba 0.14% Reduce -3.8% 24,582 $1.2M
C2C Wealth Management, LLC 1.14% Reduce -0.4% 24,460 $1.2M
Csenge Advisory Group 0.07% Reduce -22.4% 26,116 $1.2M
Compound Planning, Inc. 0.06% Add +237.3% 24,360 $1.2M
PFS Partners, LLC 0.64% Reduce -25.1% 24,264 $1.2M
Appleton Partners Inc. 0.09% Reduce -9.0% 24,238 $1.2M
MKT Advisors LLC 0.57% Add +1.5% 27,336 $1.2M
First Business Financial Services, Inc. 0.12% No change 24,095 $1.2M
Larson Financial Group LLC 0.06% Reduce -57.1% 24,045 $1.2M
DecisionMap Wealth Management, LLC 0.91% New 24,034 $1.2M
VestGen Advisors, LLC 0.05% — 24,016 $1.2M
Ballentine Partners, LLC 0.02% New 23,989 $1.2M
Luminist Capital LLC 1.28% Add +146.2% 23,910 $1.2M
Worth Asset Management, LLC 0.65% Reduce -9.2% 23,797 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.46% Add +0.3% 23,606 $1.2M
Capitol Family Office, Inc. 1.66% New 23,548 $1.2M
Chilton Investment Co. Inc. 0.03% No change 23,500 $1.2M
Tidal Investments LLC 0.01% Reduce -27.6% 23,489 $1.2M
Alexis Investment Partners, LLC 0.55% New 23,564 $1.2M
Wesbanco Bank Inc. 0.04% Reduce -2.6% 23,217 $1.2M
Nova Wealth Management, Inc. 0.99% Add +27.0% 23,095 $1.1M
Washburn Capital Management, Inc. 0.75% Add +231.7% 23,010 $1.1M
Davies Financial Advisors, Inc. 0.98% Reduce -1.7% 22,994 $1.1M
German American Bancorp, Inc. 0.12% Reduce -8.0% 22,991 $1.1M
Journey Advisory Group, LLC 0.09% Add +0.9% 22,958 $1.1M
McCollum Christoferson Group LLC 0.35% Add +13.9% 22,930 $1.1M
Obsidian Cio, LLC 0.19% Add +39.6% 22,930 $1.1M
Madison Park Capital Advisors, LLC 1.00% Reduce -1.7% 22,904 $1.1M
Lunt Capital Management, Inc. 0.41% New 22,871 $1.1M
GPS Wealth Strategies Group, LLC 0.15% Reduce -0.1% 22,859 $1.1M
Curi Capital, LLC 0.03% Reduce -10.0% 22,834 $1.1M
Florida Financial Advisors, LLC 0.45% Reduce -1.0% 22,831 $1.1M
Edgestream Partners, L.P. 0.04% Reduce -50.0% 22,800 $1.1M
Allie Family Office LLC 0.62% Reduce -3.0% 22,738 $1.1M
Evergreen Capital Management LLC 0.04% Reduce -1.4% 22,660 $1.1M
Spreng Capital Management, Inc. 0.52% Reduce -0.8% 22,539 $1.1M
Rational Advisors, Inc. 0.12% Add +32.6% 22,517 $1.1M
RPG Investment Advisory, LLC 0.08% Add +101.6% 22,446 $1.1M
Good Life Advisors, LLC 0.08% Add +56.8% 22,434 $1.1M
Bell Bank 0.06% No change 22,347 $1.1M
Arrow Financial Corp 0.12% Reduce -27.4% 22,328 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -5.5% 22,283 $1.1M
Prestige Wealth Management Group LLC 0.24% Reduce -10.4% 22,250 $1.1M
Penobscot Wealth Management 0.47% Add +32.8% 22,238 $1.1M
Koshinski Asset Management, Inc. 0.09% Add +46.2% 22,206 $1.1M
Global Financial Private Client, LLC 0.42% Add +0.8% 22,119 $1.1M
Ranch Capital Advisors Inc. 0.52% Reduce -2.4% 22,109 $1.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.56% Reduce -74.2% 22,103 $1.1M
WorthPointe, LLC 0.50% Reduce -3.2% 22,076 $1.1M
Ally Invest Advisors Inc. 0.09% Reduce -1.6% 21,953 $1.1M
Eagle Capital Management, LLC 0.48% Add +1.9% 21,834 $1.1M
Grantvest Financial Group LLC 0.87% Add +41.0% 21,652 $1.1M
Trivium Point Advisory, LLC 0.13% Add +265.5% 21,625 $1.1M
Brookwood Investment Group LLC 0.18% — 21,588 $1.1M
Certuity, LLC 0.11% Add +252.4% 21,565 $1.1M
Personal Cfo Solutions, LLC 0.22% Reduce -12.8% 21,392 $1.1M
Autumn Glory Partners, LLC 0.53% Add +219.2% 21,380 $1.1M
Procyon Advisors, LLC 0.06% Add +5.1% 21,274 $1.1M
American Financial Advisors, LLC 0.15% Add +7.5% 21,212 $1.1M
Byrne Financial Freedom, LLC 0.60% Add +1.0% 21,089 $1.1M
Curat Global, LLC 1.27% — 20,904 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.29% Add +20.6% 20,894 $1.0M
Alteri Wealth LLC 0.46% Add +5.5% 20,811 $1.0M
Sound Income Strategies, LLC 0.06% Add +31.2% 20,678 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Add +2.0% 20,673 $1.0M
Phillips Wealth Planners LLC 1.09% Reduce -23.5% 22,045 $1.0M
UNIVEST FINANCIAL Corp 0.07% Reduce -3.9% 20,585 $1.0M
First Foundation Advisors 0.04% Reduce -21.4% 20,569 $1.0M
Lokken Investment Group LLC 0.43% Add +273.8% 20,501 $1.0M
LVZ, Inc. 0.13% Add +1.5% 20,418 $1.0M
N.E.W. Advisory Services LLC 0.08% Add +2.8% 20,382 $1.0M
Iyo Bank, Ltd. 0.33% New 20,387 $1.0M
Howe & Rusling Inc. 0.09% Add +20.5% 20,368 $1.0M
First Manhattan Co. Llc. 0.00% Reduce -0.6% 20,362 $1.0M
Aveo Capital Partners, LLC 0.17% Add +97.0% 20,489 $1.0M
Strategic Blueprint, LLC 0.06% Add +3.4% 20,316 $1.0M
FineMark National Bank & Trust 0.04% Add +43.8% 20,255 $1.0M
Wellington Shields Capital Management, LLC 0.18% Add +5.8% 20,251 $1.0M
Parkside Advisors LLC 0.24% No change 20,229 $1.0M
Point Windward Advisors Inc. 0.41% Add +3.1% 20,214 $1.0M
Capital Insight Partners, LLC 0.18% Reduce -4.5% 20,189 $1.0M
KG Capital Management 0.32% Reduce -0.9% 20,064 $999K
Union Savings Bank 0.49% No change 20,028 $998K
Aft, Forsyth & Sober, LLC 0.35% No change 20,000 $996K
Stonebrook Private Inc. 0.26% Reduce -0.6% 19,962 $994K
Falcon Wealth Planning 0.11% Add +0.0% 19,924 $992K
Schnieders Capital Management LLC 0.21% Reduce -0.2% 19,805 $986K
Ascent Group, LLC 0.04% Reduce -14.6% 19,778 $985K
RoundAngle Advisors LLC 0.90% Add +15.1% 19,732 $983K
Beaumont Financial Advisors, LLC 0.08% Add +15.3% 19,687 $981K
Zhang Financial LLC 0.05% Add +6.3% 19,662 $979K
Lansing Street Advisors 0.32% Add +153.3% 19,373 $965K
Exencial Wealth Advisors, LLC 0.04% Reduce -0.1% 19,205 $957K
Quadrant Capital Group LLC 0.04% Reduce -16.9% 19,198 $956K
SOA Wealth Advisors, LLC. 0.20% Add +0.2% 19,100 $951K
Savant Capital, LLC 0.01% Reduce -2.0% 19,044 $949K
Global Endowment Management, LP 0.12% No change 19,030 $948K
BluePointe Capital Management, LLC 0.36% Add +151.3% 18,961 $944K
Caliber Wealth Management, LLC / KS 0.13% — 18,912 $942K
LRI Investments, LLC 0.09% Add +7.7% 18,807 $937K
Modern Wealth Management, LLC 0.03% Add +1.9% 18,781 $935K
Investment Advisory Group, LLC 0.31% Add +4.4% 18,667 $930K
Park Edge Advisors, LLC 0.26% Reduce -70.7% 18,659 $929K
Debussy Capital Management LP 0.15% Reduce -5.4% 18,655 $929K
Trust Point Inc. 0.08% Add +1.8% 18,498 $921K
Taylor & Morgan Wealth Management, LLC 0.69% Reduce -2.7% 18,482 $921K
Sax Wealth Advisors, LLC 0.07% Add +0.1% 18,433 $918K
Kagan Cocozza Asset Management 0.75% Reduce -2.2% 18,386 $916K
Rwa Wealth Partners, LLC 0.01% Reduce -3.1% 18,300 $912K
Legacy Capital Group California, Inc. 0.32% Add +30.5% 18,295 $911K
Glenview Trust Co 0.02% Reduce -5.6% 18,235 $908K
Brass Tax Wealth Management, Inc. 0.19% Add +11.8% 18,215 $907K
Fidelis Capital Partners, LLC 0.10% Add +25.1% 18,888 $907K
Arete Wealth Advisors, LLC 0.07% Add +58.9% 18,117 $902K
Strategy Asset Managers LLC 0.19% New 18,094 $901K
Harvest Investment Services, LLC 0.25% New 18,093 $901K
Powell Investment Advisors, LLC 0.44% Add +0.1% 18,089 $901K
Headinvest, LLC 0.17% Reduce -0.6% 17,987 $896K
Pitcairn Co. 0.05% New 17,941 $894K
Neuberger Berman Group LLC 0.00% Reduce -7.3% 17,927 $893K
HBK Sorce Advisory LLC 0.03% Reduce -14.8% 17,924 $893K
Pettinga Financial Advisors LLC 0.21% Add +2.7% 17,865 $890K
Partners Wealth Management, LLC 1.00% Add +1.9% 17,745 $884K
Charter Oak Capital Management, LLC 0.08% Add +0.2% 17,729 $883K
Union Bancaire Privee, UBP SA 0.02% Reduce -75.1% 17,928 $881K
Moore Capital Management, LP 0.03% Reduce -93.1% 17,660 $880K
SBI Securities Co., Ltd. 0.03% Reduce -3.4% 17,637 $878K
Beacon Financial Advisory LLC 0.27% Add +10.2% 17,564 $875K
Sovran Advisors, LLC 0.11% Add +101.9% 18,631 $869K
Inspire Advisors, LLC 0.10% Add +50.8% 17,429 $868K
Riversedge Advisors, LLC 0.19% No change 17,398 $867K
Financial & Tax Architects, LLC 0.22% Add +13.7% 17,351 $864K
Absolute Capital Management, LLC 0.50% Add +0.3% 17,210 $857K
Steele Capital Management, Inc. 0.04% Reduce -1.9% 17,160 $855K
Smith, Moore & Co. 0.08% Reduce -1.1% 17,108 $852K
Signature Wealth Management Partners, LLC 0.56% Add +0.3% 17,094 $851K
Wealthstar Advisors, LLC 0.39% Add +5.7% 17,071 $850K
Prostatis Group LLC 0.27% Reduce -19.3% 17,071 $850K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.2% 17,052 $849K
Finley Financial, LLC 0.47% Reduce -20.4% 17,435 $849K
TD Private Client Wealth LLC 0.02% Reduce -3.8% 17,036 $849K
MRWM Advisors, LLC 0.59% Add +128.7% 16,978 $846K
Peak Financial Advisors LLC 0.43% Add +0.5% 16,937 $844K
M.E. Allison & Co., Inc. 0.83% Add +1.4% 16,923 $843K
O'ROURKE & COMPANY, Inc 0.42% Add +3.9% 16,915 $843K
Heritage Wealth Advisors 0.04% No change 16,909 $842K
QRG Capital Management, Inc. 0.01% Reduce -16.1% 16,905 $842K
MV Capital Management, Inc. 0.09% Reduce -10.8% 16,829 $838K
Kiley Juergens Wealth Management, LLC 0.22% Add +21.7% 16,821 $838K
Accredited Investor Services, LLC 0.70% Add +2.9% 16,707 $832K
Balboa Wealth Partners 0.20% Add +0.7% 16,662 $830K
Core Wealth Partners LLC 0.48% Add +25.7% 16,640 $829K
Centiva Capital, LP 0.05% Reduce -53.1% 16,600 $827K
Thomasville National Bank 0.06% No change 16,562 $825K
Rebalance, LLC 0.06% Add +0.3% 16,534 $824K
Investment Partners, LTD. 0.34% No change 16,514 $823K
First National Trust Co 0.03% Add +4.8% 16,436 $819K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% Add +26.6% 16,394 $817K
CHICAGO TRUST Co NA 0.15% Add +3.2% 16,351 $814K
SouthState Bank Corp 0.04% Reduce -9.5% 16,291 $811K
V2 Financial group LLC 0.52% Reduce -20.1% 16,261 $810K
Blue Trust, Inc. 0.01% Add +75.6% 16,252 $810K
Waldron Private Wealth LLC 0.04% Add +39.5% 16,214 $808K
Coastline Trust Co 0.10% Add +2.3% 16,183 $806K
Wilson & Boucher Capital Management, LLC 0.60% Add +27.5% 16,125 $803K
Gateway Wealth Partners, LLC 0.18% New 16,118 $803K
Lynch & Associates 0.17% No change 16,075 $801K
Woodmont Investment Counsel LLC 0.06% No change 16,074 $801K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.82% New 16,022 $795K
Napa Wealth Management 0.45% New 15,918 $793K
Mitchell Sinkler & Starr 0.22% No change 15,860 $790K
Montecito Bank & Trust 0.14% Reduce -0.3% 15,849 $789K
Legacy Wealth Management, LLC 0.05% Reduce -2.2% 15,773 $786K
Adirondack Trust Co. 0.30% Add +1.3% 15,654 $780K
Money Concepts Capital Corp. 0.06% Add +2.7% 15,629 $778K
Integrity Alliance, Llc. 0.03% Add +69.5% 15,616 $778K
Capital Investment Advisory Services, LLC 0.07% Reduce -4.0% 15,612 $778K
Beaumont Asset Management, L.L.C. 0.47% Add +1.5% 15,605 $777K
Prepared Retirement Institute LLC 0.49% Add +69.0% 15,524 $773K
Quadcap Wealth Management, LLC 0.11% Reduce -1.6% 15,499 $772K
Goelzer Investment Management, Inc. 0.04% Add +0.2% 15,490 $772K
Worth Financial Advisory Group, LLC 0.49% Add +1.9% 15,487 $771K
Mission Creek Capital Partners, Inc. 0.19% Reduce -2.5% 15,407 $767K
Goodman Advisory Group, LLC 0.23% Reduce -18.0% 15,389 $767K
Donaldson Capital Management, LLC 0.03% Add +8.8% 15,309 $763K
Interchange Capital Partners, LLC 0.21% Add +68.4% 15,307 $762K
Manhattan West Asset Management, LLC 0.19% Add +6.0% 15,279 $761K
Astra Wealth Partners LLC 0.72% Add +0.8% 15,201 $757K
Greystone Financial Group, LLC 0.14% New 15,132 $754K
Raleigh Capital Management Inc. 0.34% Reduce -33.3% 15,074 $751K
Webster Bank, N. A. 0.08% Add +1.7% 15,035 $749K
WealthBridge Capital Management, LLC 0.21% Add +9.2% 15,008 $748K
Freestone Capital Holdings, LLC 0.03% Reduce -6.1% 14,984 $746K
waypoint wealth counsel 0.47% Add +1.2% 14,950 $745K
Cloud Capital Management, LLC 0.53% — 14,924 $743K
Anchor Investment Management, LLC 0.07% Add +0.0% 14,828 $739K
Kathleen S. Wright Associates Inc. 0.30% Add +0.0% 14,814 $738K
Brown Brothers Harriman & Co. 0.01% Reduce -7.3% 14,748 $735K
Parkside Financial Bank & Trust 0.09% Add +0.7% 14,668 $731K
Slow Capital, Inc. 0.10% No change 14,546 $725K
Kaizen Financial Strategies 0.42% Add +33.9% 14,546 $725K
Investment Partners Asset Management, Inc. 0.57% Reduce -0.2% 14,543 $724K
Wood Tarver Financial Group, LLC 0.24% Add +1.1% 14,521 $723K
Navis Wealth Advisors, LLC 0.71% Add +0.1% 14,506 $723K
Banque Cantonale Vaudoise 0.03% — 14,442 $720K
Empirical Asset Management, LLC 0.24% Reduce -0.1% 14,419 $718K
Brendel Financial Advisors LLC 0.44% Reduce -6.5% 14,407 $718K
Argyle Capital Partners, LLC 0.62% Add +38.1% 14,412 $718K
Philip James Wealth Mangement, LLC 0.09% Reduce -7.2% 14,403 $717K
Carr Financial Group Corp 0.23% Add +11.9% 14,397 $717K
Monograph Wealth Advisors, LLC 0.10% No change 14,345 $715K
Transatlantique Private Wealth LLC 0.28% No change 14,300 $712K
Second Half Financial Partners, LLC 0.35% Reduce -0.5% 14,276 $711K
Sterneck Capital Management, LLC 0.38% Reduce -1.2% 14,273 $711K
Choate Investment Advisors 0.02% Add +20.8% 14,260 $710K
Viewpoint Capital Management LLC 0.38% Reduce -2.1% 14,242 $709K
Connecticut Wealth Management, LLC 0.04% New 14,228 $709K
Financial Life Planners 0.69% Add +104.9% 14,186 $707K
Holderness Investments Co. 0.16% Add +8.3% 13,988 $697K
Empower Advisory Group, LLC 0.00% Add +15.1% 13,981 $696K
Strategic Financial Concepts, LLC 0.13% Reduce -11.1% 13,970 $696K
Pictet North America Advisors SA 0.07% No change 13,964 $696K
Swmg, LLC 0.28% Reduce -7.3% 14,436 $693K
Greenleaf Trust 0.01% Add +2.4% 13,887 $692K
PUREfi Wealth, LLC 0.69% Add +6.9% 13,783 $687K
ELCO Management Co., LLC 0.38% Add +42.5% 13,755 $685K
Peterson Wealth Management 0.46% Add +8.2% 13,682 $682K
Capital Advantage, Inc. 0.12% No change 14,080 $680K
KMG Fiduciary Partners, LLC 0.06% Add +4.3% 13,639 $679K
MCF Advisors LLC 0.05% No change 13,634 $679K
Chilton Capital Management LLC 0.03% No change 13,581 $676K
Acropolis Investment Management, LLC 0.04% Add +1.6% 13,577 $676K
OneAscent Family Office, LLC 0.63% New 13,568 $675K
Atticus Wealth Management, LLC 0.22% Reduce -0.8% 13,515 $673K
Moment Partners, LLC 0.13% Reduce -0.2% 13,462 $671K
Bragg Financial Advisors, Inc 0.03% Reduce -20.4% 13,400 $667K
Finward Bancorp 0.57% Reduce -0.7% 13,320 $663K
Diligent Investors, LLC 0.16% Add +1.3% 13,313 $663K
Caas Capital Management LP 0.31% New 13,306 $663K
Elm Partners Management LLC 0.04% Reduce -41.5% 13,277 $661K
Central Bank & Trust Co. 0.11% No change 13,267 $661K
Rappaport Reiches Capital Management, LLC 0.17% New 13,265 $661K
Modus Advisors, LLC 0.22% Add +6.0% 13,233 $659K
Burford Brothers, Inc. 0.32% Reduce -11.3% 13,203 $658K
Morangie Management LLC 0.64% Add +10.0% 13,181 $657K
OneAscent Financial Services LLC 0.04% Reduce -25.7% 13,149 $654K
Key Client Fiduciary Advisors, LLC 0.30% Add +0.1% 13,050 $650K
Bokf, NA 0.01% Reduce -26.9% 13,018 $648K
Warberg Asset Management LLC 2.75% New 13,000 $648K
JBGlobal.com LLC 0.67% No change 12,921 $644K
L.M. Kohn & Company 0.17% Reduce -46.5% 12,898 $642K
Pettyjohn, Wood & White, Inc. 0.12% Add +3.8% 12,880 $642K
Proficio Capital Partners LLC 0.05% New 12,865 $641K
Blueprint Investment Partners LLC 0.12% Add +16.9% 12,843 $640K
Purkiss Capital Advisors LLC 0.48% Add +128.1% 12,815 $638K
Core Alternative Capital 0.15% Reduce -19.9% 12,805 $638K
Shulman DeMeo Asset Management LLC 0.18% Reduce -0.8% 12,805 $638K
Octavia Wealth Advisors, LLC 0.08% Reduce -4.0% 12,791 $637K
Principle Wealth Partners LLC 0.05% Reduce -8.9% 12,761 $636K
Trust Co. of Oklahoma 0.22% Add +0.3% 12,740 $635K
Collaborative Wealth Managment Inc. 0.30% Reduce -9.3% 12,709 $633K
Hopwood Financial Services, Inc. 0.49% Reduce -1.2% 12,678 $631K
Bank of Hawaii 0.04% No change 12,662 $631K
Signaturefd, LLC 0.01% Reduce -5.4% 12,590 $627K
Meridian Wealth Advisors, LLC 0.11% No change 12,582 $627K
Caldwell Trust Co 0.07% Reduce -40.7% 12,554 $625K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +6.8% 12,540 $625K
Talisman Wealth Advisors LLC 0.64% Reduce -3.5% 12,490 $622K
Gratus Wealth Advisors, LLC 0.10% Reduce -3.1% 12,391 $617K
Avantax Planning Partners, Inc. 0.02% Add +3.4% 12,370 $616K
Elgethun Capital Management 0.14% Reduce -6.4% 12,344 $615K
TruWealth Advisors, LLC 0.04% Add +5.9% 12,278 $612K
Soros Fund Management 0.02% No change 12,270 $611K
Condor Capital Management 0.06% Reduce -0.2% 12,251 $610K
1834 Investment Advisors Co. 0.08% No change 12,227 $609K
Wealth Preservation Advisors, LLC 0.43% — 12,201 $608K
Johnson Financial Group, Inc. 0.03% Reduce -0.6% 12,201 $608K
GEM Asset Management, LLC 0.34% Add +153.8% 12,124 $603K
Tempus Wealth Planning, LLC 0.18% Add +3.2% 12,109 $603K
Allen Capital Group, LLC 0.07% Add +10.1% 12,105 $603K
AdvisorNet Financial, Inc 0.04% Reduce -15.4% 12,082 $602K
Embree Financial Group 0.10% Add +86.2% 12,069 $601K
Brightwater Advisory LLC 0.47% Reduce -8.2% 12,031 $599K
tru Independence LLC 0.19% Reduce -1.4% 12,011 $598K
Kaydan Wealth Management, Inc. 0.19% Reduce -1.9% 12,000 $598K
GAMMA Investing LLC 0.04% No change 11,990 $597K
Cantor Fitzgerald Investment Advisors L.P. 0.04% No change 11,977 $597K
First Wilshire Securities Management Inc. 0.17% No change 11,950 $595K
James Investment Research, Inc. 0.08% No change 11,915 $593K
Braun Stacey Associates Inc. 0.02% Reduce -0.2% 11,912 $593K
Prevail Innovative Wealth Advisors, LLC 0.16% Reduce -84.0% 11,902 $593K
MGB Wealth Management, LLC 0.21% Add +19.1% 11,883 $589K
Up Strategic Wealth Investment Advisors LLC 0.52% No change 11,809 $588K
Greenwood Capital Associates LLC 0.08% Reduce -58.9% 11,809 $588K
Clay Northam Wealth Management, LLC 0.41% Reduce -0.1% 11,807 $588K
Sagespring Wealth Partners, LLC 0.01% Add +9.2% 11,792 $587K
Courier Capital LLC 0.04% Reduce -2.3% 11,772 $586K
Fourpath Capital Management, LLC 0.10% Add +21.1% 11,745 $585K
Legacy Advisors, LLC 0.06% Add +11.4% 11,690 $582K
Old North State Trust, LLC 0.37% No change 12,000 $580K
Comprehensive Financial Planning, Inc. 0.56% Add +284.1% 11,614 $578K
Guyasuta Investment Advisors Inc. 0.04% Add +48.5% 11,596 $578K
Aurora Private Wealth, Inc. 0.46% Add +33.0% 11,572 $576K
Whittier Trust Co. of Nevada Inc. 0.01% Add +17.8% 11,453 $570K
Barometer Capital Management Inc. 0.21% Reduce -19.9% 11,450 $570K
SIH Partners, LLLP 0.05% New 11,443 $570K
HM Payson & Co. 0.01% Reduce -0.0% 11,417 $569K
Grassi Investment Management 0.05% Add +0.1% 11,394 $568K
United Advisor Group, LLC 0.12% New 11,399 $568K
Legacy Wealth Asset Management, LLC 0.16% Add +0.0% 11,395 $568K
Wealthcare Capital Partners, LLC 0.29% Add +0.3% 11,384 $567K
Modera Wealth Management, LLC 0.01% Reduce -9.0% 11,371 $566K
Smith Chas P & Associates Pa Cpas 0.03% Add +20.7% 11,371 $566K
Pines Wealth Management, LLC 0.26% Add +9.9% 12,820 $563K
Lake Street Private Wealth, LLC 0.09% Reduce -7.1% 11,291 $562K
L & S Advisors Inc 0.08% Reduce -0.1% 11,269 $561K
Country Trust Bank 0.01% Reduce -8.2% 11,264 $561K
Biltmore Family Office, LLC 0.10% No change 11,225 $559K
Fortem Financial Group, LLC 0.22% Reduce -0.2% 11,205 $558K
Compagnie Lombard Odier SCmA 0.01% Add +256.3% 11,205 $558K
Elevatus Welath Management 0.32% No change 11,181 $557K
Total Wealth Planning & Management, Inc. 0.57% Reduce -21.9% 11,161 $556K
Key Financial Inc 0.12% Add +0.2% 11,154 $556K
Jackson Hole Capital Partners, LLC 0.11% Add +0.6% 11,107 $553K
Kraft, Davis & Associates, LLC 0.18% Reduce -70.2% 11,710 $552K
American State Bank (Iowa) 0.33% No change 10,984 $547K
Icon Wealth Advisors, LLC 0.04% Add +48.8% 10,966 $546K
Hexagon Capital Partners LLC 0.10% Add +0.2% 10,949 $545K
Childress Capital Advisors, LLC 0.16% Add +4.7% 10,947 $545K
Heritage Oak Wealth Advisors LLC 0.24% New 10,928 $544K
VestGen Investment Management 0.41% Reduce -17.3% 10,867 $541K
Southland Equity Partners LLC 0.13% Add +4.3% 10,801 $538K
Coldstream Capital Management Inc. 0.01% Reduce -7.8% 10,714 $534K
Two West Capital Advisors LLC 0.45% Add +31.6% 11,434 $534K
Mathes Company, Inc. 0.22% Reduce -8.6% 10,700 $533K
Carnegie Lake Advisors LLC 0.22% Add +8.9% 10,696 $533K
Ignite Planners, LLC 0.10% New 10,917 $532K
Disciplined Investors, L.L.C. 0.48% Add +1.4% 10,669 $531K
Wealth Advisory Solutions, LLC 0.14% Reduce -2.5% 10,637 $530K
AlphaStar Capital Management, LLC 0.05% Reduce -98.2% 10,630 $529K
Bristlecone Advisors, LLC 0.04% Reduce -4.5% 10,615 $529K
Moneco Advisors, LLC 0.05% Add +7.6% 10,522 $524K
Cornerstone Advisory, LLC 0.06% Reduce -16.5% 10,650 $524K
Betterment LLC 0.00% New 10,470 $522K
SkyOak Wealth, LLC 0.11% Reduce -0.2% 10,381 $517K
Aries Wealth Management 0.14% Add +20.5% 10,310 $514K
Cumberland Partners Ltd 0.04% Reduce -15.4% 10,281 $512K
Hillcrest Wealth Advisors - NY, LLC 0.25% Add +17.1% 10,275 $512K
Patron Partners, LLC 0.28% Add +104.4% 10,268 $511K
Seven Springs Wealth Group, LLC 0.19% No change 10,262 $511K
Comprehensive Wealth Management, LLC 0.36% Add +21.4% 10,249 $511K
Caldwell Sutter Capital, Inc. 0.24% Reduce -21.7% 10,217 $509K
Retirement Income Solutions, Inc. 0.11% Add +5.1% 10,184 $507K
Oxford Financial Group, LTD. LLC 0.04% Add +0.0% 10,182 $507K
Act Two Investors LLC 0.11% Reduce -20.2% 10,168 $506K
Raab & Moskowitz Asset Management LLC 0.13% Reduce -0.3% 10,101 $503K
Ahl Investment Management, Inc. 0.34% Reduce -10.7% 10,043 $500K
Select Asset Management & Trust 0.20% No change 10,035 $500K
NCP Inc. 0.67% Add +0.1% 10,023 $499K
Ameliora Wealth Management Ltd. 0.19% No change 10,000 $498K
Drexel Morgan & Co. 0.10% No change 10,000 $498K
Levin Capital Strategies, L.P. 0.05% No change 10,000 $498K
Wealth Architects, LLC 0.05% Add +2.4% 9,921 $494K
Lodestone Wealth Management LLC 0.26% Add +2.1% 9,879 $492K
Composition Wealth, LLC 0.01% Reduce -75.3% 9,872 $492K
Bedel Financial Consulting, Inc. 0.07% No change 9,974 $490K
Sound View Wealth Advisors Group, LLC 0.04% No change 9,829 $490K
Mitchell McLeod Pugh & Williams Inc. 0.10% New 9,788 $488K
Afg Fiduciary Services Limited Partnership 0.36% Add +29.6% 10,319 $487K
MSH Capital Advisors LLC 0.15% Add +43.8% 9,778 $487K
Great Lakes Advisors, LLC 0.00% Reduce -90.1% 9,748 $486K
Amplius Wealth Advisors, LLC 0.05% No change 9,723 $484K
Bluesphere Advisors LLC 0.28% Add +86.6% 9,719 $484K
UMB Bank, n.a. 0.01% Reduce -29.1% 9,681 $482K
Severin Investments, LLC 0.48% Reduce -7.7% 9,663 $481K
YHB Investment Advisors, Inc. 0.04% Reduce -9.8% 9,650 $481K
Diversified Enterprises, LLC 0.04% Add +0.9% 9,646 $480K
Alterna Wealth Management, Inc. 0.36% Add +2.7% 9,608 $479K
Destination Wealth Management 0.02% Reduce -4.7% 9,594 $478K
KKM Financial LLC 0.20% Reduce -0.4% 9,528 $475K
Milestone Investment Advisors LLC 0.13% No change 9,500 $473K
Brown Miller Wealth Management, LLC 0.16% New 9,458 $471K
Strategic Advisors LLC 0.09% Reduce -19.6% 9,439 $470K
Romano Brothers and Company 0.06% Add +19.2% 9,413 $469K
LongView Wealth Management 0.14% Add +10.8% 9,374 $467K
Keystone Wealth Services, LLC 0.13% New 9,343 $465K
Eldridge Investment Advisors, Inc. 0.11% Add +2.2% 9,339 $465K
Russell Investments Group, Ltd. 0.00% Add +135.6% 9,317 $464K
Wealth Effects LLC 0.19% Reduce -14.6% 9,307 $464K
Royal Capital Wealth Management, LLC 0.32% Add +0.0% 9,292 $463K
Integral Investment Advisors, Inc. 0.15% Add +8.0% 9,249 $461K
Verus Capital Partners, LLC 0.05% Reduce -10.3% 9,248 $461K
Capital Advisors Inc. 0.01% Add +0.5% 9,234 $460K
Daymark Wealth Partners, LLC 0.02% Reduce -0.6% 9,227 $460K
Gerber, LLC 0.38% Add +0.1% 9,133 $455K
Aviance Capital Partners, LLC 0.06% Reduce -9.4% 9,102 $453K
Breed's Hill Capital LLC 0.24% No change 9,100 $453K
Flputnam Investment Management Co. 0.01% Reduce -24.8% 9,090 $453K
STAR Financial Bank 0.33% No change 9,079 $452K
Solutions 4 Wealth, Ltd 0.79% Add +0.4% 9,019 $449K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.2% 9,015 $449K
Tiller Private Wealth, Inc. 0.19% Add +10.5% 8,969 $447K
Private Wealth Asset Management, LLC 0.06% — 8,960 $446K
Arlington Trust Co LLC 0.09% Add +25.0% 8,955 $446K
First Citizens Bank & Trust Co. 0.01% Reduce -7.5% 8,925 $445K
Sherman Asset Management, Inc. 0.42% Reduce -14.9% 8,900 $443K
Providence First Trust Co 0.18% Add +160.7% 8,894 $443K
Equitable Trust Co. 0.02% No change 8,893 $443K
Accurate Wealth Management, LLC 0.08% Reduce -93.0% 9,453 $441K
Analyst IMS Investment Management Services Ltd. 0.02% Reduce -3.7% 8,858 $441K
All Terrain Financial Advisors, LLC 0.17% Add +0.0% 8,835 $440K
Summit X, LLC 0.09% Add +2.3% 8,832 $440K
Ritholtz Wealth Management 0.01% Reduce -0.0% 8,800 $438K
Richard W. Paul & Associates, LLC 0.17% Reduce -56.3% 8,799 $438K
Marathon Trading Investment Management LLC 0.23% Reduce -90.7% 8,717 $434K
Fusion Capital, LLC 0.17% Reduce -6.0% 8,706 $434K
Sapient Capital LLC 0.01% Reduce -37.3% 8,699 $433K
Roman Butler Fullerton & Co. 0.17% Reduce -50.9% 9,144 $432K
Creegan & Nassoura Financial Group, LLC 0.29% No change 8,675 $432K
River Wealth Advisors LLC 0.06% No change 8,644 $431K
Destiny Capital Corp 0.29% No change 8,615 $429K
Lanark Financial, Inc. 0.04% — 8,617 $429K
Sonora Investment Management Group, LLC 0.03% Add +9.1% 8,589 $428K
Strategies Wealth Advisors, LLC 0.05% Add +4.0% 8,582 $427K
Meeder Advisory Services, Inc. 0.03% New 8,577 $427K
JMG Financial Group, Ltd. 0.01% Add +26.4% 8,554 $426K
Family Firm, Inc. 0.09% Reduce -8.8% 8,509 $424K
First Citizens Financial Corp 0.24% Add +63.0% 8,498 $423K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -21.6% 8,490 $423K
Rothschild Investment LLC 0.03% Reduce -5.9% 8,488 $423K
HCR Wealth Advisors 0.06% Reduce -2.8% 8,487 $423K
Delta Financial Group, Inc. 0.10% Add +0.6% 8,419 $422K
Herold Advisors, Inc. 0.09% Add +3.6% 8,469 $422K
One Wealth Management Investment & Advisory Services, LLC 0.69% No change 8,419 $419K
Lion Street Advisors, LLC 0.13% Add +13.5% 8,405 $419K
Mosaic Financial Group, LLC 0.34% No change 8,388 $418K
Acorns Advisers, LLC 0.00% Add +41.3% 8,384 $418K
Formidable Asset Management, LLC 0.07% Reduce -2.7% 8,356 $416K
Strategic Family Wealth Counselors, L.L.C. 0.14% Add +0.2% 8,344 $416K
HMV Wealth Advisors, LLC 0.33% No change 8,311 $414K
Spartan Planning & Wealth Management 0.40% Reduce -22.0% 8,293 $413K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 8,285 $413K
Gallacher Capital Management LLC 0.20% Add +6.2% 8,265 $412K
Meridian Financial Advisors, LLC 0.29% Add +6.1% 8,253 $411K
Altfest L J & Co. Inc. 0.05% Reduce -89.8% 8,224 $410K
Private Capital Management, LLC 0.05% Reduce -7.0% 8,216 $409K
Legacy Edge Advisors, LLC 0.06% Reduce -3.5% 8,167 $407K
Sage Capital Advisors,llc 0.11% Add +1.1% 8,110 $404K
Fifth Third Wealth Advisors LLC 0.02% Add +9.9% 8,105 $404K
Chicago Partners Investment Group LLC 0.01% Add +0.6% 8,162 $404K
EWG Elevate Inc. 0.15% Reduce -61.5% 8,078 $402K
Titleist Asset Management, LLC 0.05% Reduce -13.6% 8,071 $402K
First Heartland Consultants, Inc. 0.04% Reduce -2.2% 8,071 $402K
SeaBridge Investment Advisors LLC 0.09% No change 8,052 $401K
Manchester Capital Management LLC 0.05% No change 8,039 $400K
Cascades Capital Asset Management, LLC 0.22% New 8,025 $400K
Hudson Portfolio Management LLC 0.38% Add +56.3% 8,014 $399K
Elevated Capital Advisors, LLC 0.11% Reduce -1.3% 8,008 $399K
Cowa, LLC 0.17% No change 8,000 $398K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.7% 7,963 $397K
Hazlett, Burt & Watson, Inc. 0.18% Reduce -2.3% 7,886 $394K
Sebold Capital Management, Inc. 0.26% Reduce -1.8% 7,866 $392K
Sharkey, Howes & Javer 0.06% No change 7,842 $391K
Medallion Wealth Advisors, LLC 0.18% Add +17.5% 7,846 $390K
Lighthouse Financial LLC 0.34% Reduce -6.0% 7,811 $389K
Bouchey Financial Group, Ltd. 0.03% Add +1.2% 7,773 $387K
First County Bank 0.21% Reduce -1.3% 7,771 $387K
Coordinated Financial Services, Inc. 0.30% — 7,770 $387K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +4.7% 7,762 $387K
Loudon Investment Management, LLC 0.22% No change 7,740 $386K
Register Financial Advisors LLC 0.20% Add +7.0% 7,728 $385K
Sterling Investment Management, LLC 0.27% Add +0.4% 7,722 $385K
Summit Trail Advisors, LLC 0.01% No change 7,713 $384K
Ascentis Independent Advisors 0.08% Reduce -7.8% 7,709 $384K
Tyche Wealth Partners LLC 0.08% Add +2.6% 7,702 $384K
Journey Strategic Wealth LLC 0.01% Add +6.3% 7,699 $383K
InTrack Investment Management Inc 0.34% Reduce -1.2% 7,621 $380K
Beacon Investment Advisory Services, Inc. 0.02% Add +64.6% 7,615 $379K
SlateStone Wealth, LLC 0.04% Reduce -10.7% 7,612 $379K
Richardson Capital Management LLC 0.24% Reduce -15.0% 7,600 $379K
Atlantic Union Bankshares Corp 0.02% No change 7,593 $378K
Riverview Capital Advisers, LLC 0.12% Reduce -1.9% 7,587 $378K
Golden Reserve Retirement LLC 0.15% — 7,583 $378K
Proffitt & Goodson Inc. 0.06% Reduce -11.3% 7,580 $378K
LifeSteps Financial, Inc. 0.31% No change 7,562 $377K
Exchange Capital Management, Inc. 0.06% Reduce -4.5% 7,557 $376K
Panoramic Investment Advisors, LLC 0.25% Add +10.3% 7,544 $376K
High Falls Advisors, Inc 0.09% Reduce -1.1% 7,543 $376K
First United Bank & Trust 0.14% Add +1.4% 7,536 $375K
BIP Wealth, LLC 0.02% Add +3.1% 7,482 $373K
Continuum Advisory, LLC 0.05% Add +30.3% 7,432 $370K
Independent Advisor Alliance 0.01% Reduce -98.7% 7,406 $369K
Parsons Capital Management Inc. 0.02% Add +1.9% 7,393 $368K
Liberty Wealth Management LLC 0.07% Add +0.1% 7,391 $368K
TigerOak Management, L.L.C. 0.14% Reduce -5.0% 7,386 $368K
Addison Advisors LLC 0.10% Reduce -1.3% 7,377 $367K
Centennial Bank 0.17% Reduce -11.9% 7,377 $367K
Clearbridge Investments, LLC 0.00% Reduce -21.5% 7,359 $367K
Smith Thornton Advisors LLC 0.23% No change 7,328 $365K
Wernau Asset Management Inc. 0.38% No change 7,313 $364K
IPG Investment Advisors LLC 0.08% Reduce -20.3% 7,311 $364K
LFA - Lugano Financial Advisors SA 0.25% No change 7,300 $364K
Vantage Financial Partners, LLC 0.09% Add +59.9% 7,288 $363K
Investment Advisory Services Inc. /TX 0.13% Reduce -1.9% 7,241 $361K
Aspen Investment Management Inc 0.17% No change 7,233 $360K
Carret Asset Management, LLC 0.04% Add +1.5% 7,223 $360K
Crewe Advisors LLC 0.05% Reduce -49.9% 7,217 $359K
Perennial Advisors, LLC 0.07% New 7,198 $359K
Opinicus Capital, Inc. 0.32% Reduce -1.4% 7,176 $357K
Arkos Global Advisors 0.05% No change 7,172 $357K
USA Financial Formulas 0.06% Reduce -17.1% 7,157 $356K
Cottage Street Advisors LLC 0.18% Reduce -5.3% 7,147 $356K
Fort Point Capital Partners LLC 0.04% Reduce -0.9% 7,133 $355K
Bravias Capital Group, LLC 0.29% New 7,128 $355K
Agate Pass Investment Management, LLC 0.15% No change 7,108 $354K
Florida Trust Wealth Management Co 0.01% Reduce -7.7% 7,021 $350K
Salem Investment Counselors Inc. 0.01% Reduce -69.5% 7,008 $349K
Black Diamond Financial, LLC 0.05% Add +12.4% 7,003 $349K
Comprehensive Financial Consultants Institutional, Inc. 0.12% New 7,001 $349K
Vista Investment Management 0.14% Reduce -2.3% 6,984 $348K
Financial Engines Advisors L.L.C. 0.00% Reduce -34.7% 6,959 $347K
Magnolia Capital Management Ltd. 0.30% Add +8.2% 6,955 $346K
Fiduciary Financial Group, LLC 0.07% Add +47.0% 7,503 $344K
Duncker Streett & Co. Inc. 0.07% Reduce -0.1% 6,903 $344K
Concorde Asset Management, LLC 0.18% New 7,248 $344K
Evelyn Partners Investment Management (Europe) Ltd 0.13% Add +37.5% 6,890 $343K
Pure Financial Advisors, LLC 0.01% Reduce -18.6% 6,871 $342K
Pointe Capital Management LLC 0.20% Add +0.0% 6,842 $341K
Ancora Advisors LLC 0.01% Add +4.4% 6,838 $341K
Copia Wealth Management 0.31% Add +1106.9% 6,831 $340K
Retirement Planning Group, LLC 0.02% Add +37.3% 6,824 $340K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -0.0% 6,796 $339K
Cyndeo Wealth Partners, LLC 0.02% Add +56.2% 6,795 $338K
Kingsman Wealth Management, Inc. 0.25% — 6,783 $338K
Winthrop Advisory Group LLC 0.04% Add +20.4% 6,774 $337K
Firestone Capital Management 0.09% Reduce -6.8% 6,767 $337K
Beacon Capital Management, LLC 0.05% Add +183.3% 6,752 $336K
Peak Retirement Planning, Inc. 0.19% Reduce -93.8% 6,745 $336K
Mattern Wealth Management LLC 0.07% No change 6,726 $335K
Aull & Monroe Investment Management Corp 0.17% No change 6,709 $334K
LCNB Corp. 0.12% No change 6,702 $334K
Optivise Advisory Services LLC 0.19% New 6,699 $334K
Main Street Financial Solutions, LLC 0.03% Add +8.8% 6,691 $333K
Clarius Group, LLC 0.02% Add +2.1% 6,689 $333K
Zacks Investment Management 0.00% New 6,679 $333K
Gradient Capital Advisors, LLC 0.11% Add +27.9% 6,650 $331K
Delta Capital Management LLC 0.19% No change 6,650 $331K
Accredited Investors Inc. 0.02% Add +4.2% 6,644 $331K
CRA Financial Services, LLC 0.06% Reduce -3.4% 6,615 $329K
Pinnacle Financial Group, LLC / IL 0.12% Add +0.1% 6,599 $329K
Clarity Capital Advisors, LLC 0.22% No change 6,576 $328K
Arax Advisory Partners 0.02% Reduce -26.1% 6,538 $326K
KWB Wealth 0.04% Reduce -18.2% 6,724 $325K
Voya Financial Advisors, Inc. 0.04% New 6,603 $325K
SFE Investment Counsel 0.06% Reduce -13.1% 6,504 $324K
Sonata Capital Group Inc. 0.14% No change 6,461 $322K
Natixis 0.00% Add +147.2% 6,500 $321K
SageView Advisory Group, LLC 0.01% Reduce -6.3% 6,434 $320K
Second Line Capital, LLC 0.08% Add +0.8% 6,424 $320K
Clare Market Investments LLC 0.08% Reduce -2.9% 6,412 $319K
Grandview Asset Management LLC 0.12% Reduce -16.3% 6,413 $319K
Holland Advisory Services, Inc. 0.48% No change 6,370 $317K
Sunbelt Securities, Inc. 0.03% Add +41.8% 6,355 $317K
Berkshire Asset Management LLC 0.02% Reduce -0.6% 6,314 $315K
Gradient Investments LLC 0.01% Reduce -14.3% 6,305 $314K
BSW Wealth Partners 0.05% New 6,267 $312K
Asset Management Group, Inc. 0.06% Add +0.2% 6,237 $311K
Arbor Investment Advisors, LLC 0.04% Reduce -2.2% 6,230 $310K
Millstone Evans Group, LLC 0.21% Add +24.9% 6,217 $310K
Arista Wealth Management, LLC 0.07% No change 6,215 $310K
Financial Sense Advisors, Inc. 0.09% Reduce -5.4% 6,169 $307K
Avestar Capital, LLC 0.03% Reduce -16.0% 6,157 $307K
Resurgent Financial Advisors LLC 0.18% Reduce -9.7% 6,156 $307K
Seelaus Asset Management LLC 0.30% Reduce -0.1% 6,155 $307K
Clarity Capital Partners LLC 0.12% Add +0.2% 6,142 $306K
Spinnaker Investment Group, LLC 0.07% New 6,140 $306K
McHugh Group, LLC 0.23% No change 6,100 $304K
Schmidt P J Investment Management Inc. 0.06% Reduce -4.7% 6,100 $304K
Carolinas Wealth Consulting LLC 0.07% Add +49.5% 6,090 $303K
Alpha Cubed Investments, LLC 0.01% Add +0.6% 6,088 $303K
Arlington Capital Management, Inc. 0.23% Add +9.8% 6,066 $302K
Chapin Davis, Inc. 0.10% Reduce -8.8% 6,053 $301K
Leo Wealth, LLC 0.04% Reduce -48.0% 6,039 $301K
Access Financial Services, Inc. 0.12% New 5,995 $299K
Independence Bank of Kentucky 0.05% Reduce -7.7% 5,991 $298K
Twin Capital Management Inc. 0.03% No change 5,955 $297K
Pekin Hardy Strauss, Inc. 0.04% No change 5,940 $296K
Warther Private Wealth, LLC 0.10% No change 5,887 $293K
Horrell Capital Management, Inc. 0.12% No change 5,872 $292K
Bluespring Wealth Management, LLC 0.03% Reduce -9.0% 5,866 $292K
Friedenthal Financial 0.17% Reduce -20.6% 5,841 $291K
ZEGA Investments, LLC 0.09% Reduce -80.8% 5,828 $290K
BlueSky Wealth Advisors, LLC 0.04% No change 5,793 $289K
McAdam, LLC 0.02% New 5,780 $288K
Cape Investment Advisory, Inc. 0.11% Reduce -1.7% 5,772 $288K
Arcataur Capital Management LLC 0.10% Reduce -8.2% 5,768 $287K
Lakeridge Wealth Management LLC 0.14% Add +0.0% 5,744 $286K
SilverOak Wealth Management LLC 0.06% No change 5,727 $285K
Lionshead Wealth Management, LLC 0.30% Reduce -50.0% 5,724 $285K
Wealth Watch Advisors, INC 0.23% Reduce -22.6% 5,687 $283K
Safeguard Investment Advisory Group, LLC 0.08% Add +18.3% 5,677 $283K
Summit Financial Strategies, Inc. 0.03% No change 5,672 $283K
180 Wealth Advisors, LLC 0.05% Add +1.3% 5,671 $282K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $282K
First International Bank & Trust 0.09% No change 5,649 $281K
Arcus Capital Partners, LLC 0.11% Add +1.6% 5,643 $281K
Benedict Financial Advisors Inc. 0.06% Reduce -7.2% 5,610 $279K
Shufro Rose & Co. LLC 0.02% No change 5,600 $279K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -4.0% 5,594 $279K
Pine Haven Investment Counsel, Inc 0.23% Reduce -15.2% 5,570 $277K
Marex Group Ltd 0.01% Add +15.2% 5,511 $275K
Round Rock Advisors LLC 0.05% Reduce -0.8% 5,510 $274K
FSM Wealth Advisors, LLC 0.06% Add +0.0% 5,498 $274K
Bison Wealth, LLC 0.03% New 5,613 $274K
Quantbot Technologies LP 0.01% New 5,463 $272K
Clearwater Capital Advisors, LLC 0.03% Add +0.6% 5,428 $270K
Tortoise Investment Management, LLC 0.03% Add +5.3% 5,405 $269K
Athena Investment Management 0.16% No change 5,400 $269K
Wealth Alliance Advisory Group, LLC 0.06% No change 5,396 $269K
Sachem Hill LLC 0.05% New 5,358 $267K
MPWM Advisory Solutions, LLC 0.19% Add +2032.4% 5,331 $266K
Nicolet Bankshares Inc. 0.05% New 5,330 $265K
Dopkins Wealth Management, LLC 0.13% No change 5,305 $264K
Rockbridge Investment Management, LCC 0.03% Reduce -5.3% 5,297 $264K
Mayflower Financial Advisors, LLC 0.04% Add +1.1% 5,291 $264K
Marion Wealth Management 0.07% Reduce -8.4% 5,288 $263K
Silver Oak Securities, Incorporated 0.02% New 5,342 $263K
Fortis Advisors, LLC 0.17% New 5,260 $262K
American National Bank & Trust 0.03% Reduce -2.5% 5,252 $262K
Narwhal Capital Management 0.02% No change 5,250 $262K
Precedent Wealth Partners, LLC 0.07% No change 5,244 $261K
Farmers National Bank 0.07% No change 5,236 $261K
Flagstone Financial Management 0.08% No change 5,227 $260K
Acorn Wealth Advisors, LLC 0.11% Reduce -7.7% 5,219 $260K
Allred Capital Management, LLC 0.10% Reduce -18.4% 5,152 $256K
Farmers & Merchants Investments Inc. 0.01% No change 5,133 $256K
Capital Square, LLC 0.15% Add +11.2% 5,106 $254K
Avalon Capital Management 0.07% No change 5,050 $252K
Integrity Financial Corp 0.14% No change 5,025 $250K
Pinnacle Financial Partners Inc 0.01% Reduce -8.9% 5,020 $250K
Allegheny Financial Group 0.06% No change 5,018 $250K
West Oak Capital, LLC 0.14% Add +1.1% 5,015 $250K
Eastern Bank 0.00% Reduce -31.9% 5,011 $250K
Sfmg, LLC 0.02% New 5,007 $249K
Huntleigh Advisors, Inc. 0.04% No change 4,999 $249K
Eisler Capital Management Ltd. 0.01% Reduce -97.2% 5,000 $249K
Financial Partners Group, Inc 0.04% Add +9.6% 4,988 $248K
Pinnacle Bancorp, Inc. 0.08% No change 4,986 $248K
Valley Wealth Managers, Inc. 0.02% Reduce -46.7% 4,984 $248K
Legacy Private Trust Co. 0.02% No change 4,974 $248K
TFR Capital, LLC. 0.10% Reduce -92.0% 4,971 $248K
FWG Holdings, LLC 0.12% Reduce -1.9% 5,078 $247K
Gray Private Wealth, LLC 0.15% Add +0.2% 4,961 $247K
Myecfo, LLC 0.13% No change 4,955 $247K
Peoples Financial Services Corp. 0.12% Reduce -10.8% 4,935 $246K
Smith Asset Management Co., LLC 0.23% Reduce -6.2% 4,931 $246K
Patrick M Sweeney & Associates, Inc. 0.18% No change 4,924 $245K
Kapstone Financial Advisors LLC 0.14% No change 4,924 $245K
Pacific Center for Financial Services 0.07% Add +291.9% 4,922 $245K
Invesco Ltd. 0.00% New 4,901 $244K
Harmony Asset Management LLC 0.10% Reduce -18.3% 4,898 $244K
Bearing Point Capital, LLC 0.05% No change 4,868 $242K
Wulff, Hansen & Co. 0.22% Add +7.5% 4,855 $242K
Denver Wealth Management, Inc. 0.11% New 4,847 $241K
Centerpoint Advisory Group 0.24% Add +12.3% 4,842 $241K
Dale Q Rice Investment Management Ltd 0.12% New 4,802 $239K
Diversified Portfolios, Inc. 0.02% No change 4,750 $237K
TFB Advisors LLC 0.07% Add +3.2% 4,726 $235K
Safeguard Financial, LLC 0.05% Add +0.3% 4,715 $235K
BlueChip Wealth Advisors LLC 0.12% New 4,714 $235K
Little House Capital LLC 0.06% New 4,712 $235K
Gibbs Wealth Management 0.06% New 4,707 $234K
Tennessee Valley Asset Management Partners 0.04% Add +1.1% 4,702 $234K
First Western Trust Bank 0.01% No change 4,699 $234K
Integrated Investment Consultants, LLC 0.05% Add +12.6% 4,698 $234K
Resources Management Corp. /CT/ 0.03% Add +5.3% 4,698 $234K
Lazari Capital Management, Inc. 0.10% Add +0.0% 4,688 $234K
Reliant Investment Partners, LLC 0.24% New 4,677 $233K
Ironwood Investment Counsel, LLC 0.04% Reduce -7.7% 4,674 $233K
Sloy Dahl & Holst, LLC 0.04% Add +1.3% 4,669 $233K
Dearborn Partners LLC 0.01% Add +0.0% 4,660 $232K
Sawgrass Asset Management LLC 0.03% No change 4,625 $230K
Orion Capital Management LLC 0.10% Add +2.2% 4,621 $230K
Capital Analysts, LLC 0.01% Add +172.1% 4,607 $230K
BBR Partners, LLC 0.02% No change 4,601 $229K
Colonial Trust Co / SC 0.04% No change 4,600 $229K
Smithbridge Asset Management Inc. 0.04% — 4,599 $229K
Aua Capital Management, LLC 0.15% No change 4,596 $229K
New Century Financial Group, LLC 0.26% Reduce -18.9% 4,591 $229K
Orleans Capital Management Corp. 0.13% Reduce -6.2% 4,580 $228K
Stock Yards Bank & Trust Co. 0.01% Reduce -17.1% 4,574 $228K
Nikulski Financial, Inc. 0.07% Reduce -4.7% 4,560 $227K
Wolff Wiese Magana LLC 0.15% Add +0.9% 4,556 $227K
First National Bank & Trust Co. of Newtown 0.05% No change 4,551 $227K
Van Cleef Asset Management,Inc 0.03% No change 4,520 $225K
Americana Partners, LLC 0.01% Add +0.3% 4,505 $224K
Vanguard Personalized Indexing Management, LLC 0.00% New 4,409 $220K
Segment Wealth Management, LLC 0.01% No change 4,400 $219K
LaSalle St. Investment Advisors, LLC 0.05% Add +2.1% 4,405 $219K
Canopy Partners, LLC 0.09% No change 4,396 $219K
Armstrong, Fleming & Moore, Inc 0.27% New 4,396 $219K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -0.1% 4,391 $219K
Sage Mountain Advisors LLC 0.02% No change 4,388 $219K
Axim Planning & Wealth 0.19% New 4,377 $218K
Cornerstone Select Advisors, LLC 0.21% Reduce -13.4% 4,369 $218K
Clear Harbor Asset Management, LLC 0.02% New 4,356 $217K
Leigh Baldwin & Co., LLC 0.17% New 4,349 $217K
Pasadena Private Wealth, LLC 0.04% New 4,345 $216K
Capital Advisors Wealth Management, LLC 0.04% Reduce -8.7% 4,344 $216K
Glassy Mountain Advisors, Inc. 0.08% No change 4,341 $216K
Helium Advisors LLC 0.16% Add +0.1% 4,337 $216K
Regent Peak Wealth Advisors LLC 0.05% No change 4,333 $216K
Crux Wealth Advisors 0.11% Add +3.5% 4,326 $215K
1ST Source Bank 0.01% No change 4,321 $215K
Kathmere Capital Management, LLC 0.02% No change 4,312 $215K
Root Financial Partners, LLC 0.02% New 4,311 $215K
Sterling Investment Counsel, LLC 0.07% New 4,301 $214K
Sage Capital Management, LLC 0.12% No change 4,293 $214K
Fi3 FINANCIAL ADVISORS, LLC 0.09% No change 4,285 $213K
Ellevest, Inc. 0.01% Reduce -56.4% 4,284 $213K
Harbor Investment Advisory, LLC 0.02% Reduce -0.3% 4,280 $213K
IMS Capital Management 0.11% Add +0.2% 4,240 $211K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -5.1% 4,239 $211K
Excalibur Management Corp. 0.08% Reduce -0.7% 4,235 $211K
Chicago Capital, LLC 0.01% Reduce -10.6% 4,235 $211K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Reduce -12.1% 4,226 $210K
Smith & Howard Wealth Management, LLC 0.06% No change 4,226 $210K
Patriot Financial Group Insurance Agency, LLC 0.03% New 4,221 $210K
Soundwatch Capital LLC 0.10% Reduce -15.2% 4,219 $210K
Oldfather Financial Services, LLC 0.08% New 4,208 $210K
Searle & Co. 0.06% No change 4,201 $209K
2UniFi Bank 0.13% Reduce -10.4% 4,000 $209K
Milestone Asset Management Group, LLC 0.19% Add +0.1% 4,185 $208K
MWA Asset Management 0.14% New 4,181 $208K
Gemmer Asset Management LLC 0.02% Reduce -0.0% 4,156 $207K
Thrive Wealth Management, LLC 0.04% New 4,151 $207K
Traphagen Investment Advisors LLC 0.02% New 4,150 $207K
Cullen Capital Management, LLC 0.00% Reduce -76.6% 4,148 $207K
GC Wealth Management RIA, LLC 0.04% Reduce -2.0% 4,125 $205K
Gries Financial LLC 0.04% New 4,123 $205K
Graves Light Lenhart Wealth, Inc. 0.03% New 4,116 $205K
NorthRock Partners, LLC 0.01% Add +46.1% 4,108 $205K
Coppell Advisory Solutions LLC 0.03% Reduce -6.1% 4,204 $205K
Invera Wealth Advisors, LLC 0.13% Reduce -3.3% 4,096 $204K
Byrne Asset Management LLC 0.18% New 4,090 $204K
Thompson Siegel & Walmsley LLC 0.00% New 4,071 $203K
SFG Wealth Management, LLC. 0.10% New 4,070 $203K
Plotkin Financial Advisors, LLC 0.12% New 4,065 $202K
Beaird Harris Wealth Management, LLC 0.02% No change 4,063 $202K
W Advisors, LLC 0.13% New 4,059 $202K
Capital Advisory Group Advisory Services, LLC 0.08% New 4,056 $202K
Retirement Planning Co of New England, Inc. 0.10% New 4,051 $202K
Global Wealth Strategies & Associates 0.06% Add +16.5% 4,035 $201K
Regatta Capital Group, LLC 0.04% New 4,021 $200K
MFG Wealth Management, Inc. 0.19% New 4,017 $200K
Thompson Investment Management, Inc. 0.03% No change 4,001 $199K
Provident Wealth Management, LLC 0.07% Add +49.0% 3,976 $198K
Bollard Group LLC 0.01% Add +0.3% 3,962 $197K
Runnymede Capital Advisors, Inc. 0.18% No change 3,872 $193K
Optimum Investment Advisors 0.09% No change 3,673 $183K
Zions Bancorporation, National Association 0.01% — 3,581 $178K
Gables Capital Management Inc. 0.09% Add +1.6% 3,555 $177K
Murphy & Mullick Capital Management Corp 0.17% Reduce -2.0% 3,485 $174K
HHM Wealth Advisors, LLC 0.02% Add +120.9% 3,444 $172K
CSS LLC 0.03% Reduce -27.0% 3,300 $164K
Blue Bell Private Wealth Management, LLC 0.03% No change 3,136 $156K
Community Bank, N.A. 0.02% No change 3,130 $156K
Nvwm, LLC 0.04% Add +1.6% 3,048 $152K
Park Square Financial Group, LLC 0.12% Add +14.7% 3,018 $150K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,015 $150K
Avion Wealth 0.04% No change 3,118 $150K
First Command Advisory Services, Inc. 0.00% Reduce -33.1% 3,010 $150K
Elite Financial, Inc. 0.08% New 3,000 $149K
Rakuten Securities, Inc. 0.07% Add +31.0% 2,969 $148K
Dynamic Wealth Strategies, LLC 0.12% Reduce -31.0% 2,935 $146K
Hartford Financial Management Inc. 0.03% Add +11.4% 2,897 $144K
Global Trust Asset Management, LLC 0.09% Reduce -3.4% 2,889 $144K
FWL Investment Management, LLC 0.05% Add +40.1% 2,873 $143K
St Germain D J Co. Inc. 0.01% Add +61.5% 2,735 $136K
Dunhill Financial, LLC 0.06% Reduce -50.0% 2,700 $134K
Colonial Trust Advisors 0.01% Add +0.1% 2,642 $132K
Valley National Advisers Inc. 0.02% Add +503.0% 2,641 $131K
Princeton Global Asset Management LLC 0.03% Add +0.1% 2,598 $129K
Garde Capital, Inc. 0.01% Add +0.1% 2,592 $129K
Bangor Savings Bank 0.01% Reduce -20.4% 2,538 $126K
Mather Group, Llc. 0.00% Add +42.5% 2,535 $126K
Boyd Watterson Asset Management LLC 0.04% No change 2,506 $125K
Rice Partnership, LLC 0.03% No change 2,500 $125K
Anfield Capital Management, LLC 0.05% Reduce -98.8% 2,454 $122K
Perkins Coie Trust Co 0.03% No change 2,407 $120K
Rialto Wealth Management, LLC 0.04% Add +25.6% 2,387 $119K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -0.4% 2,365 $118K
Cornerstone Planning Group LLC 0.03% Add +197.6% 2,449 $117K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $115K
Compass Wealth Management LLC 0.03% No change 2,288 $114K
Tower Research Capital LLC (TRC) 0.00% New 2,271 $112K
McIlrath & Eck, LLC 0.01% Reduce -11.6% 2,183 $109K
Barrett & Company, Inc. 0.05% Reduce -22.0% 2,129 $106K
Loomis Sayles & Co. L P 0.00% Add +96.1% 2,102 $105K
Nemes Rush Group LLC 0.01% Reduce -18.3% 2,108 $105K
Hanson & Doremus Investment Management 0.02% No change 2,088 $104K
Investors Research Corp 0.02% No change 2,086 $104K
Topsail Wealth Management, LLC 0.02% New 2,000 $100K
United Community Bank 0.04% Reduce -18.4% 1,989 $99K
Elevation Wealth Partners, LLC 0.04% Add +0.4% 1,977 $98K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $97K
Fairscale Capital, LLC 0.09% No change 1,922 $96K
Angeles Wealth Management, LLC 0.01% No change 1,913 $95K
Guardian Wealth Advisors, LLC / NC 0.01% Add +243.4% 1,913 $95K
Brooklyn Investment Group 0.02% Add +517.8% 1,909 $95K
Winch Advisory Services, LLC 0.03% Add +0.3% 1,904 $95K
Consultiva Wealth Management, Corp. 0.33% New 1,900 $95K
Ameritas Investment Partners, Inc. 0.00% Reduce -94.9% 1,873 $93K
Minot DeBlois Advisors LLC 0.09% Reduce -72.0% 1,868 $93K
Plante Moran Financial Advisors, LLC 0.01% No change 1,841 $92K
DHJJ Financial Advisors, Ltd. 0.04% No change 1,826 $91K
Oakworth Capital, Inc. 0.01% Add +12.1% 1,813 $90K
ORG Partners LLC 0.02% Add +86.2% 1,782 $89K
MeadowBrook Investment Advisors LLC 0.08% No change 1,763 $88K
Nalls Sherbakoff Group, LLC 0.07% — 1,763 $88K
Syntax Research, Inc. 0.06% No change 1,737 $87K
Financial Perspectives, Inc 0.03% No change 1,681 $84K
Truvestments Capital LLC 0.02% Add +14.5% 1,654 $82K
Indiana Trust & Investment Management Co 0.03% No change 1,649 $82K
Synergy Investment Management, LLC 0.03% Add +0.1% 1,644 $82K
New Republic Capital, LLC 0.03% No change 1,614 $80K
Hollencrest Capital Management 0.00% Reduce -94.8% 1,583 $79K
Missouri Trust & Investment Co 0.03% Reduce -11.6% 1,530 $76K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -11.2% 1,520 $76K
Briaud Financial Planning Inc 0.03% Reduce -25.1% 1,490 $74K
Legacy Bridge, LLC 0.04% No change 1,485 $74K
Future Financial Wealth Managment LLC 0.05% No change 1,470 $73K
Coston, McIsaac & Partners 0.02% No change 1,452 $72K
Davis Capital Management 0.06% Reduce -8.1% 1,440 $72K
Generali Investments, Management Co LLC 0.02% Reduce -91.4% 1,382 $69K
TruNorth Capital Management, LLC 0.02% No change 1,361 $68K
Old Second National Bank of Aurora 0.02% No change 1,338 $67K
Founders Capital Management 0.04% Add +0.1% 1,330 $66K
CGC Financial Services, LLC 0.03% No change 1,280 $64K
Covestor Ltd 0.04% Reduce -24.5% 1,268 $63K
Bare Financial Services, Inc 0.02% No change 1,217 $61K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -4.0% 1,211 $60K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,206 $60K
Columbia River Financial Group, LLC 0.04% New 1,192 $59K
SYM FINANCIAL Corp 0.01% Reduce -2.8% 1,183 $59K
Park Place Capital Corp 0.02% Reduce -3.4% 1,180 $59K
Tompkins Financial Corp. 0.01% Reduce -8.0% 1,133 $56K
Olistico Wealth, LLC 0.03% No change 1,132 $56K
Bernard Wealth Management Corp. 0.03% No change 1,045 $52K
Tidemark, LLC 0.02% Add +0.1% 1,041 $52K
Frazier Financial Advisors, LLC 0.04% Add +4.1% 1,034 $52K
Wagner Wealth Management, LLC 0.01% Add +0.4% 1,029 $51K
Armor Investment Advisors, LLC 0.02% No change 1,028 $51K
Sittner & Nelson, LLC 0.02% No change 1,014 $51K
LGT Financial Advisors LLC 0.15% Reduce -3.3% 1,009 $50K
Kiker Wealth Management, LLC 0.03% New 1,000 $50K
Bellevue Asset Management, LLC 0.03% No change 1,000 $50K
Wellington Shields & Co., LLC 0.02% Reduce -33.4% 1,000 $50K
Roxbury Financial LLC 0.05% Add +0.5% 937 $49K
Trust Co. of Vermont 0.00% No change 975 $49K
Grove Bank & Trust 0.01% No change 931 $46K
Legacy Wealth Managment, LLC 0.03% Add +1724.0% 912 $45K
Vermillion Wealth Management, Inc. 0.01% Add +0.3% 897 $45K
Field & Main Bank 0.02% No change 890 $44K
Capital Investment Counsel, Inc 0.01% No change 875 $44K
Winnacle Wealth LLC 0.04% No change 859 $43K
Archer Investment Corp 0.01% Add +0.2% 850 $42K
WFA Asset Management Corp 0.02% Reduce -1.1% 1,001 $42K
Dagco, Inc. 0.01% New 840 $42K
Legacies Wealth LLC 0.03% No change 800 $40K
Highline Wealth Partners LLC 0.01% No change 799 $40K
First Community Trust NA 0.03% No change 789 $39K
Center for Financial Planning, Inc. 0.00% No change 763 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -49.4% 750 $37K
Bell Investment Advisors, Inc 0.01% No change 748 $37K
Richards, Merrill & Peterson, Inc. 0.02% Add +16.0% 725 $36K
Versant Capital Management, Inc 0.01% No change 720 $36K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -99.9% 720 $36K
Berbice Capital Management LLC 0.03% Add +133.3% 700 $35K
Financial Network Wealth Advisors LLC 0.04% Add +30.1% 687 $34K
Cypress Capital Management LLC (WY) 0.04% New 687 $34K
Rosenberg Matthew Hamilton 0.01% Add +12.5% 685 $34K
Asset Dedication, LLC 0.00% Reduce -25.1% 676 $34K
Smartleaf Asset Management LLC 0.00% Add +193.0% 674 $33K
Evelyn Partners Asset Management Ltd 0.01% No change 660 $33K
Kozak & Associates, Inc. 0.01% Add +50.5% 656 $31K
Redwood Park Advisors LLC 0.03% No change 620 $31K
Northwest Capital Management Inc 0.01% No change 610 $30K
Concord Wealth Partners 0.00% No change 603 $30K
MJT & Associates Financial Advisory Group, Inc. 0.03% — 600 $30K
West Paces Advisors Inc. 0.01% No change 600 $30K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -24.6% 590 $29K
Flagship Wealth Advisors, LLC 0.01% No change 588 $29K
Family Manage LLC 0.00% No change 582 $29K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 574 $29K
Hamilton Point Investment Advisors, LLC 0.01% New 571 $28K
Smallwood Wealth Investment Management, LLC 0.02% New 550 $27K
Reyes Financial Architecture, Inc. 0.02% No change 549 $27K
North Capital, Inc. 0.03% — 533 $27K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 528 $26K
Investment Research & Advisory Group, Inc. 0.01% Reduce -3.3% 476 $24K
Stonebridge Financial Group, LLC 0.00% Reduce -99.9% 467 $23K
Clearstead Trust, LLC 0.01% No change 465 $23K
Vision Financial Markets LLC 0.02% No change 437 $22K
Private Wealth Management Group, LLC 0.01% Add +74.4% 436 $22K
Raffa Wealth Management, LLC 0.00% Reduce -42.7% 431 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 427 $21K
SJS Investment Consulting Inc. 0.00% No change 424 $21K
Mascoma Wealth Management LLC 0.01% No change 422 $21K
TD Capital Management LLC 0.00% No change 400 $20K
BOK Financial Private Wealth, Inc. 0.00% Reduce -7.4% 400 $20K
Matrix Private Capital Group LLC 0.01% No change 390 $19K
Godsey & Gibb, Inc. 0.00% Reduce -21.3% 385 $19K
Pacifica Partners Inc. 0.01% No change 395 $19K
First PREMIER Bank 0.00% No change 365 $18K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.6% 316 $16K
Financial Management Professionals, Inc. 0.00% No change 307 $15K
Abound Wealth Management 0.00% No change 292 $15K
one8zero8, LLC 0.00% Add +6.2% 292 $15K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 289 $14K
Sierra Ocean, LLC 0.01% No change 283 $14K
Van Den Berg Management I, Inc. 0.00% No change 268 $13K
Strategic Investment Solutions, Inc. 0.00% Add +0.4% 252 $13K
Ballast Advisors LLC 0.00% No change 244 $12K
Crowley Wealth Management, Inc. 0.01% No change 239 $12K
Centricity Wealth Management, LLC 0.01% No change 226 $11K
Eukles Asset Management 0.00% No change 219 $11K
Your Advocates Ltd., LLP 0.00% Add +38.6% 201 $10K
City State Bank 0.00% No change 200 $10K
Colony Family Offices, LLC 0.00% No change 200 $10K
CNB Bank 0.00% New 192 $10K
Lowe Wealth Advisors, LLC 0.00% No change 180 $9K
Aventura Private Wealth, LLC 0.00% Add +101.2% 173 $9K
WPG Advisers, LLC 0.01% Add +0.6% 170 $8K
Ascentis Wealth Management, LLC 0.00% Add +95.3% 166 $8K
GKV Capital Management Co., Inc. 0.00% No change 160 $8K
Washington Growth Strategies LLC 7.09% — 50 $8K
Tower View Wealth Management LLC 0.00% Add +3.3% 157 $8K
Morton Brown Family Wealth, LLC 0.00% New 154 $8K
Delta Asset Management LLC 0.00% No change 151 $8K
Signature Resources Capital Management, LLC 0.01% Add +300.0% 148 $7K
Mark Sheptoff Financial Planning, LLC 0.00% New 146 $7K
Glassman Wealth Services 0.00% New 141 $7K
Citizens National Bank Trust Department 0.00% Add +126.7% 136 $7K
Costello Asset Management, INC 0.00% No change 127 $6K
Atwood & Palmer Inc. 0.00% No change 127 $6K
JNBA Financial Advisors 0.00% Reduce -35.2% 125 $6K
Cherry Tree Wealth Management, LLC 0.00% Reduce -45.3% 121 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $6K
Cranbrook Wealth Management, LLC 0.00% Add +28.0% 119 $6K
Accredited Wealth Management, LLC 0.00% Reduce -66.7% 100 $5K
Painted Porch Advisors LLC 0.00% New 100 $5K
Financial Gravity Asset Management, Inc. 0.00% — 97 $5K
BankPlus Trust Department 0.00% No change 83 $4K
Rossby Financial, LCC 0.00% New 85 $4K
WealthTrak Capital Management LLC 0.00% No change 79 $4K
Palouse Capital Management, Inc. 0.00% New 75 $4K
Mb, Levis & Associates, LLC 0.00% New 75 $4K
Principia Wealth Advisory, LLC 0.00% New 77 $4K
Daiwa Securities Group Inc. 0.00% Reduce -14.1% 67 $3K
Putney Financial Group LLC 0.00% No change 60 $3K
IFS Advisors, LLC 0.00% No change 60 $3K
Winthrop Capital Management, LLC 0.00% Reduce -97.6% 50 $2K
POM Investment Strategies, LLC 0.00% No change 40 $2K
AllSquare Wealth Management LLC 0.00% No change 31 $2K
Morse Asset Management, Inc 0.00% Add +16.0% 29 $1K
Semmax Financial Advisors Inc. 0.00% No change 27 $1K
Anderson Financial Strategies, LLC 0.00% New 24 $1K
Compass Financial Services Inc 0.00% Add +53.9% 20 $1K
Centerpoint Advisors, LLC 0.00% Reduce -50.0% 25 $1K
Asset Management One Co., Ltd. 0.00% New 11 $548
Redmont Wealth Advisors LLC 0.00% New 10 $508
Albion Financial Group 0.00% No change 10 $499
Hughes Financial Services, LLC 0.00% New 10 $498
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $349
Parallax Volatility Advisers, L.P. 0.00% No change 1 $50
Schonfeld Strategic Advisors LLC 0.00% Reduce -100.0% 1 $49
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.