SS Financial Select SectorXLFETF

13F holders, Q2 2025 (June 30)
1,807holders +12
123new positions
113sold out
11famous investors
$52.33avg. 13F price*

At the end of Q2 2025, 1,807 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 12 from Q1 2025. 123 opened new positions and 113 sold out. The largest holders were JPMorgan Chase & Co. ($6.0B), Bank of America Corp. ($4.3B) and Morgan Stanley ($2.3B). 11 famous investors held it, including Stanley Druckenmiller (1.3% of Duquesne Family Office's portfolio), David E. Shaw (0.9% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions123$999.2M
Exits113$539.5M

All 13F filers, Q1 2025 → Q2 2025: 60,523,352 shares bought and 135,530,579 shares sold, net −75,007,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,807 holders

JPMorgan Chase & Co. 0.41% Reduce -23.8% 114,360,031 $6.0B
Bank of America Corp. 0.35% Reduce -13.2% 83,056,235 $4.3B
Morgan Stanley 0.15% Reduce -21.8% 44,536,194 $2.3B
Wells Fargo & Company 0.29% Add +12.4% 25,446,566 $1.3B
LPL Financial LLC 0.37% Reduce -0.8% 20,888,469 $1.1B
Envestnet Asset Management Inc. 0.28% Reduce -20.8% 18,341,828 $960.6M
Goldman Sachs Group Inc. 0.15% Add +45.3% 17,164,489 $898.9M
D. E. Shaw & Co. 0.87% Add +26.4% 15,617,702 $817.9M
Raymond James Financial Inc. 0.24% Reduce -15.7% 13,511,420 $707.6M
UBS Group AG 0.15% Reduce -14.8% 13,366,264 $700.0M
Ameriprise Financial Inc. 0.15% Reduce -0.9% 11,561,737 $605.5M
Harel Insurance Investments & Financial Services Ltd. 6.83% Add +10.4% 11,403,681 $597.2M
CHURCHILL MANAGEMENT Corp 5.73% Reduce -0.3% 10,077,535 $527.8M
BNP Paribas Financial Markets 0.35% Reduce -38.3% 8,327,421 $436.1M
Royal Bank of Canada 0.08% Add +13.2% 8,193,980 $429.1M
Truist Financial Corp. 0.62% Reduce -20.5% 8,120,889 $425.3M
Citigroup Inc. 0.29% Reduce -12.6% 7,950,084 $416.3M
Janney Montgomery Scott LLC 1.01% Reduce -21.4% 7,367,505 $385.8M
WestEnd Advisors, LLC 7.77% Reduce -24.6% 5,981,623 $313.3M
Meitav Investment House Ltd. 4.07% Reduce -5.7% 5,768,249 $302.2M
Main Management ETF Advisors, LLC 11.47% New 5,269,091 $275.9M
Susquehanna International Group, LLP 0.42% Add +23.3% 5,180,520 $271.3M
Bank of Nova Scotia 0.51% Add +55.5% 4,767,241 $249.6M
FMR LLC 0.01% Add +7.5% 4,173,749 $218.6M
Clal Insurance Enterprises Holdings Ltd 2.10% No change 4,077,000 $213.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.86% Reduce -35.9% 3,916,004 $204.8M
Qube Research & Technologies Ltd 0.25% New 3,406,472 $178.4M
Nissay Asset Management Corp. /Japan 1.00% Reduce -3.6% 3,261,163 $170.8M
MML Investors Services, LLC 0.48% Reduce -3.4% 3,177,670 $166.4M
Migdal Insurance & Financial Holdings Ltd. 1.94% Reduce -56.6% 3,127,778 $163.8M
Balyasny Asset Management L.P. 0.37% Reduce -20.3% 3,041,856 $159.3M
Phoenix Financial Ltd. 2.10% Reduce -25.5% 3,038,434 $159.1M
HSBC Holdings PLC 0.10% Add +252.8% 3,020,823 $157.9M
CW Advisors, LLC 1.46% Add +0.6% 2,879,565 $150.8M
National Bank of Canada 0.16% Add +20.9% 2,832,890 $148.4M
IMC-Chicago, LLC 3.61% New 2,757,877 $144.4M
Barclays PLC 0.06% Add +9.8% 2,714,848 $142.2M
BlackRock, Inc. 0.00% Add +26.5% 2,677,767 $140.2M
Cibc World Market Inc. 0.30% Add +2160.2% 2,559,481 $134.0M
Osaic Holdings, Inc. 0.23% Add +24.5% 2,442,526 $127.6M
Menora Mivtachim Holdings LTD. 0.73% Reduce -29.0% 2,419,942 $126.7M
Provida Pension Fund Administrator 2.28% Add +23.1% 2,407,999 $126.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.31% No change 2,412,186 $125.2M
Stifel Financial Corp. 0.12% Reduce -4.6% 2,331,850 $122.1M
HighTower Advisors, LLC 0.15% Reduce -1.7% 2,298,556 $120.4M
Northern Trust Corp. 0.02% Reduce -2.3% 2,226,947 $116.6M
Cetera Investment Advisers 0.19% Reduce -6.3% 2,190,869 $114.7M
Tiff Advisory Services, LLC 27.02% Add +34.5% 2,178,114 $114.1M
Agf Management Ltd. 0.51% Reduce -24.2% 2,118,018 $110.9M
Richard Bernstein Advisors LLC 2.70% Reduce -33.1% 2,092,158 $109.6M
Victory Capital Management Inc. 0.07% Reduce -24.7% 2,035,761 $106.6M
Bank of Montreal 0.05% Add +2.9% 1,990,243 $104.2M
Petredis Investment Advisors LLC 8.94% Add +2.0% 1,948,017 $102.0M
Manufacturers Life Insurance Company, The 0.09% Reduce -6.9% 1,934,167 $101.3M
Two Sigma Investments, LP 0.18% Add +518.3% 1,869,070 $97.9M
Rockefeller Capital Management L.P. 0.20% Add +3.5% 1,738,023 $93.0M
State Street Corp. 0.00% Reduce -37.6% 1,744,694 $91.4M
Saudi Central Bank 3.67% New 1,717,269 $89.9M
Signature Estate & Investment Advisors LLC 2.03% Add +2.3% 1,679,160 $87.9M
Commonwealth Equity Services, LLC 0.12% Reduce -7.7% 1,676,974 $87.8M
J.Safra Asset Management Corp 6.04% Add +3.2% 1,656,684 $86.8M
Itau Unibanco Holding S.A. 3.27% Add +34.8% 1,644,491 $86.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6.14% No change 1,618,022 $84.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.47% Add +12.7% 1,556,964 $81.5M
Dynasty Wealth Management, LLC 1.36% Reduce -5.8% 1,520,097 $79.6M
Captrust Financial Advisors 0.17% Add +2.1% 1,484,067 $77.7M
Main Management LLC 5.57% Add +70.6% 1,353,931 $70.9M
PNC Financial Services Group, Inc. 0.04% Reduce -6.3% 1,303,270 $68.3M
Janus Henderson Group PLC 0.03% Reduce -10.1% 1,302,361 $68.2M
US Bancorp \de 0.08% Reduce -0.7% 1,281,857 $67.1M
Thrivent Financial for Lutherans 0.15% Add +1294.4% 1,270,505 $66.5M
Cambridge Investment Research Advisors, Inc. 0.20% Reduce -13.6% 1,246,641 $65.3M
Millennium Management 0.06% Add +125.2% 1,183,735 $62.0M
Assetmark, Inc. 0.14% Reduce -7.2% 1,128,129 $59.1M
Quotient Wealth Partners, LLC 1.74% Add +3.0% 1,127,534 $59.0M
Quantitative Investment Management, LLC 7.85% Add +3.9% 1,118,040 $58.6M
Swan Global Investments, LLC 2.64% Reduce -8.0% 1,089,465 $57.1M
Gerber Kawasaki Wealth & Investment Management 2.17% Add +3.6% 1,073,396 $56.2M
1832 Asset Management L.P. 0.10% Add +2.0% 1,055,072 $55.3M
Maven Securities LTD 14.30% Add +118.7% 1,054,488 $55.2M
Capital Investment Advisors, LLC 0.94% Reduce -51.4% 1,001,819 $53.5M
Duquesne Family Office 1.32% New 985,300 $51.6M
Capital Fund Management S.A. 0.56% Reduce -32.8% 965,293 $50.6M
Private Advisor Group, LLC 0.27% Add +2.1% 963,757 $50.5M
Toronto Dominion Bank 0.11% Add +575.2% 953,732 $50.0M
Alps Advisors Inc. 0.28% Add +2.9% 935,813 $49.0M
Hudson Bay Capital Management LP 0.35% Add +80.0% 900,000 $47.1M
Schroder Investment Management Group 0.04% Add +883.2% 905,476 $47.0M
KCM Investment Advisors LLC 1.58% Add +1.8% 895,558 $46.9M
Focus Partners Wealth 0.10% Add +56.5% 892,872 $46.8M
Invictus Private Wealth, LLC 2.99% Add +3.7% 834,946 $43.7M
Armstrong Advisory Group, Inc. 3.27% Add +0.3% 824,697 $43.2M
Park Avenue Securities LLC 0.39% Reduce -9.3% 810,277 $42.4M
Full Sail Capital, LLC 2.36% Add +11.2% 781,192 $40.9M
Dakota Wealth Management 0.85% Reduce -1.6% 767,591 $40.2M
Yelin Lapidot Holdings Management Ltd. 7.32% No change 765,764 $40.1M
Cwm, LLC 0.13% Reduce -11.0% 722,069 $37.8M
Lido Advisors, LLC 0.20% Reduce -2.3% 720,983 $37.8M
Fifth Third Bancorp 0.13% Add +13.4% 700,340 $36.7M
Nan Shan Life Insurance Co., Ltd. 0.80% Reduce -18.4% 689,300 $36.1M
CSM Advisors, LLC 1.05% Reduce -50.0% 688,900 $36.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.43% Reduce -25.3% 673,600 $35.3M
Spire Wealth Management 1.25% Reduce -18.6% 668,736 $34.9M
Greenwood Gearhart LLC 2.16% Add +4.7% 660,861 $34.6M
Mariner, LLC 0.05% Add +13.4% 652,318 $34.2M
Affinity Wealth Management LLC 5.44% Reduce -0.5% 649,672 $34.0M
Jones Financial Companies LLLP 0.03% Add +27.2% 653,919 $34.0M
Flaharty Asset Management, LLC 4.63% Add +5.0% 644,490 $33.8M
Capstone Investment Advisors, LLC 0.34% Reduce -21.2% 628,155 $32.9M
Trek Financial, LLC 2.20% Reduce -8.2% 625,597 $32.8M
Advisory Alpha, LLC 1.01% Reduce -36.0% 616,605 $32.3M
Evolution Wealth Advisors, LLC 4.65% Reduce -0.1% 606,475 $31.8M
Vestmark Advisory Solutions, Inc. 0.45% New 596,962 $31.3M
Renaissance Technologies 0.04% Add +148.9% 589,110 $30.9M
Equitable Holdings, Inc. 0.25% Reduce -0.5% 580,693 $30.4M
Peapack Gladstone Financial Corp. 0.42% Reduce -1.3% 568,170 $29.8M
Blair William & Co. 0.08% Reduce -5.8% 549,194 $28.8M
Atom Investors LP 2.54% Add +52.9% 547,271 $28.7M
Graypoint LLC 1.60% Reduce -4.8% 542,993 $28.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.18% No change 537,641 $28.2M
IMZ Advisory Inc 11.07% Add +5.7% 526,409 $27.7M
Citadel Advisors 0.02% Add +29.2% 526,403 $27.6M
Jain Global LLC 0.45% New 526,238 $27.6M
Trilogy Capital Inc. 1.33% Add +328.1% 521,480 $27.3M
Parallax Volatility Advisers, L.P. 1.33% Add +51854700.0% 518,548 $27.2M
Creative Planning 0.02% Add +14.0% 518,404 $27.1M
NewEdge Advisors, LLC 0.14% Add +4.7% 520,716 $26.5M
Verition Fund Management LLC 0.16% Add +18.8% 504,857 $26.4M
Integrated Wealth Concepts LLC 0.26% Add +3.7% 503,179 $26.4M
Spinnaker Trust 1.55% Add +0.9% 492,596 $25.8M
New Harbor Financial Group, LLC 5.92% Add +1.7% 492,586 $25.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.72% Reduce -15.1% 487,497 $25.5M
Baird Financial Group, Inc. 0.04% Add +4.8% 486,986 $25.5M
Prudent Investors Network, Inc. 6.74% Add +0.8% 476,954 $25.0M
Vontobel Holding Ltd. 0.08% Reduce -2.3% 474,092 $24.8M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -15.0% 468,082 $24.5M
Krilogy Financial LLC 1.40% Add +3.9% 467,438 $24.5M
EP Wealth Advisors, LLC 0.16% Add +71.2% 460,217 $24.1M
Corient Private Wealth LP 0.03% Add +29.5% 457,214 $23.9M
Focused Wealth Management, Inc 2.91% Add +1.0% 455,945 $23.9M
Simplex Trading, LLC 0.64% New 453,315 $23.7M
Kingsview Wealth Management, LLC 0.40% Add +52.3% 446,796 $23.4M
Bar Harbor Wealth Management 1.49% Add +6.0% 445,799 $23.3M
Robertson Stephens Wealth Management, LLC 0.81% Add +58.5% 445,035 $23.3M
Sanctuary Advisors, LLC 0.14% Reduce -14.5% 438,884 $23.0M
Ocean Park Asset Management, LLC 0.81% No change 460,427 $22.9M
Innealta Capital, LLC 11.94% Add +43.9% 432,356 $22.6M
McKinley Carter Wealth Services, Inc. 1.23% Reduce -18.6% 421,860 $22.1M
Wharton Business Group, LLC 0.93% Reduce -0.8% 420,672 $22.0M
Lakeshore Financial Planning, Inc. 8.82% Add +2.1% 418,951 $21.9M
Capital Advantage, Inc. 3.45% Add +2856.7% 416,302 $21.8M
Bellwether Advisors, LLC 3.72% Reduce -57.4% 416,277 $21.8M
Asset Advisors Investment Management, LLC 2.15% Add +0.3% 415,200 $21.7M
Comerica Bank 0.08% Add +1.0% 412,311 $21.6M
Kestra Advisory Services, LLC 0.10% Add +0.7% 407,360 $21.3M
Citizens Financial Group Inc. 0.34% Add +2.9% 406,623 $21.3M
Karpus Management, Inc. 0.67% Add +6.5% 398,598 $20.9M
Royal Fund Management, LLC 2.22% Add +0.2% 398,084 $20.9M
Perbak Capital Partners LLP 4.62% Add +393.2% 390,396 $20.4M
Scotia Capital Inc. 0.10% Add +8.0% 387,672 $20.3M
BW Gestao de Investimentos Ltda. 1.92% New 387,400 $20.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.55% Add +3.5% 385,364 $20.2M
Pathstone Holdings, LLC 0.08% Reduce -51.0% 381,243 $20.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.2% 374,435 $19.9M
IHT Wealth Management, LLC 0.53% Add +19.1% 371,228 $19.4M
Fifth Third Securities, Inc. 1.46% Reduce -2.5% 369,922 $19.4M
Cerity Partners LLC 0.03% Add +15.6% 349,051 $18.3M
Rezny Wealth Management, Inc. 4.46% Reduce -0.2% 347,711 $18.2M
Exchange Traded Concepts, LLC 0.23% New 344,286 $18.0M
Tocqueville Asset Management L.P. 0.28% Reduce -16.6% 344,285 $18.0M
Stillwater Capital Advisors, LLC 2.27% Add +0.4% 341,382 $17.9M
Avantax Advisory Services, Inc. 0.10% Add +1.3% 336,408 $17.6M
Old National Bancorp 0.31% Reduce -11.8% 334,495 $17.5M
SG Americas Securities, LLC 0.08% Reduce -79.5% 334,131 $17.5M
DAVENPORT & Co LLC 0.09% Reduce -21.7% 327,817 $17.2M
Northstar Advisory Group, LLC 8.30% Add +3.0% 324,708 $17.0M
WBH Advisory Inc. 1.42% Reduce -13.9% 318,649 $16.7M
Clarity Financial LLC 1.79% Add +17.4% 317,704 $16.6M
Ayalon Insurance Comp Ltd. 4.79% No change 316,634 $16.6M
Carnegie Investment Counsel 0.33% Add +0.4% 314,292 $16.5M
NorthCoast Asset Management LLC 0.07% Add +466.5% 308,047 $16.1M
Steward Partners Investment Advisory, LLC 0.12% Reduce -0.9% 299,500 $15.7M
United Capital Management of KS, Inc. 2.43% Add +0.6% 295,435 $15.5M
Sequoia Financial Advisors, LLC 0.10% Reduce -19.1% 291,873 $15.3M
Wolverine Trading, LLC 0.38% Reduce -72.0% 288,128 $15.0M
&partners 0.11% Add +29.5% 282,102 $14.8M
Atria Investments, Inc 0.17% Reduce -22.4% 281,120 $14.7M
Vickerman Investment Advisors, Inc. 3.15% Add +31.5% 280,218 $14.7M
Bank Hapoalim BM 2.09% Reduce -4.7% 280,048 $14.7M
Concurrent Investment Advisors, LLC 0.28% Reduce -13.2% 279,511 $14.6M
Aspiriant, LLC 0.46% No change 279,046 $14.6M
Simon Quick Advisors, LLC 0.72% Add +874.3% 273,391 $14.3M
Onyx Bridge Wealth Group LLC 1.87% Add +12.9% 270,133 $14.1M
Forbes J M & Co. LLP 1.29% No change 268,854 $14.1M
Flagship Harbor Advisors, LLC 0.66% Add +214.4% 267,893 $14.0M
J. Goldman & Co LP 0.44% Reduce -38.9% 264,900 $13.9M
Frisch Financial Group, Inc. 3.38% Add +0.7% 264,014 $13.8M
Destiny Wealth Partners, LLC 1.83% Add +3.4% 260,374 $13.6M
Salomon & Ludwin, LLC 1.34% Add +3.4% 258,343 $13.6M
Chesley Taft & Associates LLC 0.60% Reduce -5.9% 258,112 $13.5M
MAI Capital Management 0.09% Reduce -8.2% 255,257 $13.4M
Provident Co of the Employees of the Hebrew University LTD 13.28% Add +45.9% 254,238 $13.3M
Quantinno Capital Management LP 0.06% Add +14.0% 254,283 $13.3M
Atlas Capital Advisors Inc. 1.62% Reduce -15.8% 253,089 $13.3M
First Interstate Bank 0.78% Reduce -2.9% 252,186 $13.2M
Prosperity Consulting Group, LLC 0.96% Add +0.4% 250,009 $13.1M
Systematic Alpha Investments, LLC 0.46% No change 248,410 $13.0M
Long Run Wealth Advisors, LLC 2.71% Add +4.0% 246,425 $12.9M
Premier Path Wealth Partners, LLC 1.80% Add +11.6% 246,333 $12.9M
Merit Financial Group, LLC 0.14% Reduce -1.8% 244,709 $12.8M
Founders Financial Securities LLC 0.97% Add +19.9% 244,105 $12.8M
Cubist Systematic Strategies, LLC 0.14% New 242,628 $12.7M
Oppenheimer Asset Management Inc. 0.15% Reduce -0.5% 241,786 $12.7M
Keystone Global Partners, LLC 6.82% Add +56.9% 239,185 $12.5M
Oppenheimer & Co. Inc. 0.16% Reduce -5.1% 237,626 $12.4M
Joel Isaacson & Co., LLC 0.50% Add +12.2% 237,023 $12.4M
AlphaCore Capital LLC 0.47% Add +155.5% 236,810 $12.4M
Toth Financial Advisory Corp. 1.43% Add +13.6% 233,282 $12.2M
Twin Tree Management, LP 0.30% New 224,866 $11.8M
Busey Bank 0.36% Reduce -0.7% 223,871 $11.7M
Financial Enhancement Group LLC 1.66% Reduce -9.6% 222,779 $11.6M
Tritonpoint Wealth, LLC 1.07% Reduce -4.0% 221,786 $11.6M
AlphaStar Capital Management, LLC 0.81% Add +1979.5% 221,047 $11.6M
Meiji Yasuda Life Insurance Co 0.34% Reduce -18.7% 217,472 $11.4M
Mgo One Seven LLC 0.37% Reduce -15.2% 217,055 $11.4M
IFG Advisory, LLC 0.57% Reduce -1.3% 216,541 $11.3M
Arkadios Wealth Advisors 0.34% Reduce -2.2% 215,950 $11.3M
Tamar Securities, LLC 1.37% Add +2.1% 215,757 $11.3M
BTG Pactual Asset Management US LLC 1.52% Reduce -3.9% 215,637 $11.3M
Stratos Wealth Partners, LTD. 0.15% Add +68.0% 215,383 $11.3M
Gladstone Institutional Advisory LLC 0.46% Add +0.8% 210,972 $11.0M
Waterloo Capital, L.P. 0.89% Reduce -0.9% 209,578 $11.0M
Squarepoint Ops LLC 0.02% Add +143.9% 205,786 $10.8M
Hilltop Holdings Inc. 0.69% Add +7.9% 205,716 $10.8M
Summit Financial, LLC 0.24% Add +50.3% 204,878 $10.7M
Keel Point, LLC 0.70% Reduce -0.1% 202,150 $10.6M
Chicago Wealth Management, Inc. 5.00% Add +0.7% 200,288 $10.5M
Yarbrough Capital, LLC 0.37% No change 200,000 $10.5M
First Trust Advisors LP 0.01% Add +65.8% 199,906 $10.5M
Point72 Asset Management 0.03% Reduce -35.4% 199,429 $10.4M
MMBG Investment Advisors Co. 1.04% Reduce -11.6% 199,119 $10.4M
Leuthold Group, LLC 1.23% Add +2.1% 196,446 $10.3M
Orange Investment Advisors, Inc. 1.12% Reduce -4.4% 195,202 $10.2M
Novare Capital Management LLC 0.81% Add +26.6% 189,224 $9.9M
Snowden Capital Advisors LLC 0.29% Add +1.1% 188,189 $9.9M
Crescent Grove Advisors, LLC 0.94% Add +0.0% 185,432 $9.7M
Cullen Capital Management, LLC 0.11% Add +4370.2% 185,424 $9.7M
Archford Capital Strategies, LLC 1.24% Add +35.2% 184,891 $9.7M
Cresset Asset Management, LLC 0.05% Reduce -48.4% 183,735 $9.6M
United Asset Strategies, Inc. 0.81% Reduce -1.1% 181,675 $9.5M
Sigma Planning Corp 0.29% Add +3.5% 181,098 $9.5M
Means Investment Co., Inc. 0.90% Add +6.0% 181,043 $9.5M
Washington Growth Strategies LLC 7.21% — 180,167 $9.4M
Independent Financial Group, LLC 0.26% Add +9.3% 179,744 $9.4M
Benjamin Edwards Inc. 0.12% Reduce -12.3% 178,161 $9.3M
Jmac Enterprises LLC 1.99% Reduce -7.6% 177,824 $9.3M
Signal Advisors Wealth, LLC 0.72% Add +65.7% 175,758 $9.2M
Cadent Capital Advisors, LLC 3.01% Add +192.7% 175,601 $9.2M
North Star Investment Management Corp. 0.64% Add +0.1% 174,299 $9.1M
Zuckerman Investment Group, LLC 0.88% Add +0.1% 171,795 $9.0M
NTV Asset Management LLC 1.07% Add +1.0% 171,199 $9.0M
Prospera Financial Services Inc 0.17% Reduce -8.7% 169,723 $8.9M
Madrid Financial Services 6.01% Add +4.5% 169,477 $8.9M
Foronjy Financial LLC 4.12% — 167,954 $8.8M
Compass Wealth Management, LLC 4.64% — 165,556 $8.7M
AMG National Trust Bank 0.23% Reduce -2.6% 165,227 $8.7M
Strategic Financial Concepts, LLC 1.22% Add +1081.0% 164,992 $8.6M
Freedom Investment Management, Inc. 0.69% Reduce -14.1% 164,652 $8.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -47.8% 164,211 $8.6M
Ameraudi Asset Management, Inc. 4.48% Add +5.9% 163,036 $8.5M
5th Street Advisors, LLC 4.18% Reduce -9.3% 160,862 $8.4M
Essex LLC 1.65% Add +0.7% 159,945 $8.4M
Mutual Advisors, LLC 0.21% Add +1.9% 154,370 $8.2M
New York Life Investment Management LLC 0.08% Add +247.7% 157,383 $8.2M
Cypress Financial Planning LLC 2.71% Add +3.9% 157,356 $8.2M
Sierra Capital LLC 0.95% Add +0.0% 156,715 $8.2M
Integrated Advisors Network LLC 0.37% Add +74.7% 156,377 $8.2M
Vaughan David Investments LLC 0.18% Add +13.5% 156,021 $8.2M
GAMCO Investors 0.08% Reduce -0.9% 155,975 $8.2M
Benchmark Financial Wealth Advisors, LLC 2.70% Add +0.5% 155,755 $8.2M
Venture Visionary Partners LLC 0.31% Add +1.9% 155,267 $8.1M
WCG Wealth Advisors LLC 0.52% Reduce -53.4% 153,636 $8.0M
Compton Financial Group, LLC 2.08% Add +6.7% 152,797 $8.0M
Horizon Investments, LLC 0.13% Reduce -11.8% 151,740 $7.9M
Mercer Global Advisors Inc. 0.02% Reduce -1.1% 152,031 $7.9M
Agur Provident & Training Funds Management Ltd. 2.99% No change 150,965 $7.9M
Ensign Peak Advisors, Inc 0.01% New 150,280 $7.9M
Chescapmanager LLC 1.32% No change 150,000 $7.9M
Act Wealth Management, LLC 3.27% Reduce -0.7% 147,703 $7.7M
Harbour Investments, Inc. 0.20% Add +49.4% 147,603 $7.7M
Kestra Private Wealth Services, LLC 0.11% Reduce -0.6% 146,886 $7.7M
TD Waterhouse Canada Inc. 0.05% Reduce -4.0% 145,692 $7.7M
Guerra Advisors Inc 3.57% Reduce -2.9% 144,326 $7.6M
Private Wealth Advisors, LLC 2.97% Reduce -6.9% 144,269 $7.6M
Atria Wealth Solutions, Inc. 0.17% Reduce -75.0% 143,773 $7.5M
Ashton Thomas Private Wealth, LLC 0.27% Reduce -27.8% 143,867 $7.5M
Fox Run Management, L.L.C. 1.25% Reduce -21.4% 143,300 $7.5M
J.W. Cole Advisors, Inc. 0.16% Add +57.1% 142,883 $7.5M
Advisory Services Network, LLC 0.12% Add +3.6% 142,244 $7.4M
Matthew Goff Investment Advisor, LLC 1.37% Add +2.1% 141,571 $7.4M
Kentucky Farm Bureau Mutual Insurance Co 1.57% No change 140,000 $7.3M
Western Wealth Management, LLC 0.43% Add +1.5% 139,145 $7.3M
Cavalier Investments, LLC 2.20% Reduce -2.5% 138,859 $7.3M
Bailard, Inc. 0.17% Add +0.9% 138,654 $7.3M
Coastal Bridge Advisors, LLC 0.60% New 137,169 $7.2M
Centaurus Financial, Inc. 0.42% Reduce -6.3% 136,242 $7.1M
Foundations Investment Advisors, LLC 0.11% Reduce -21.2% 136,100 $7.1M
Global Retirement Partners, LLC 0.18% — 135,870 $7.1M
Banco Santander, S.A. 0.07% Add +62.9% 135,517 $7.1M
BlueStem Wealth Partners, LLC 0.87% Add +4.2% 135,342 $7.1M
Walleye Capital LLC 0.07% Add +31.8% 133,808 $7.0M
Bonfire Financial 5.69% Add +5.2% 132,497 $6.9M
Jefferies Financial Group Inc. 0.12% Add +4.8% 131,634 $6.9M
WT Wealth Management 2.03% Reduce -15.1% 130,722 $6.8M
Banco BTG Pactual S.A. 1.39% Reduce -35.0% 130,000 $6.8M
RFG Advisory, LLC 0.16% Reduce -34.8% 129,047 $6.8M
StoneX Group Inc. 0.33% Add +1.3% 129,042 $6.8M
Creative Financial Designs Inc. 0.48% Reduce -11.1% 126,508 $6.6M
Ferguson Wellman Capital Management, Inc. 0.12% Reduce -2.8% 125,904 $6.6M
Granite Harbor Advisors, Inc. 3.09% Reduce -3.5% 125,666 $6.6M
Aragon Global Management, LP 2.62% New 124,500 $6.5M
Asset Allocation Strategies LLC 1.44% Reduce -0.8% 124,112 $6.5M
Dorsey & Whitney Trust CO LLC 0.34% Reduce -0.5% 124,004 $6.5M
Transcend Capital Advisors, LLC 0.49% Reduce -39.7% 121,677 $6.4M
Wela Strategies, Inc. 2.51% Add +3.4% 121,449 $6.4M
Sykon Capital LLC 2.31% Reduce -23.7% 121,202 $6.3M
Sowell Financial Services LLC 0.26% Reduce -6.8% 120,996 $6.3M
OneDigital Investment Advisors LLC 0.07% Reduce -1.1% 120,969 $6.3M
Bank of New York Mellon Corp 0.00% Reduce -9.3% 120,524 $6.3M
Mechanics Bank Trust Department 0.90% Reduce -5.1% 120,301 $6.3M
TCV Trust & Wealth Management, Inc. 0.55% Reduce -0.4% 119,205 $6.2M
Baker Avenue Asset Management, LP 0.18% Add +3.7% 118,520 $6.2M
NorthCrest Asset Manangement, LLC 0.17% Add +1.0% 116,091 $6.2M
Aventus Investment Advisors, Inc. 5.54% — 117,605 $6.2M
Atlantic Union Bankshares Corp 0.14% Add +1448.3% 117,565 $6.2M
Chemung Canal Trust Co. 1.29% Reduce -9.6% 117,230 $6.1M
First Merchants Corp. 0.24% Reduce -2.4% 116,080 $6.1M
Capital Wealth Planning, LLC 0.05% Add +5.2% 115,929 $6.1M
Burns J W & Co. Inc. 0.74% Reduce -4.2% 115,883 $6.1M
Game Plan Financial Advisors, LLC 2.66% Reduce -5.1% 115,729 $6.1M
Client First Capital LLC 2.84% Reduce -37.9% 115,371 $6.0M
SteelPeak Wealth, LLC 0.23% Reduce -3.4% 114,325 $6.0M
Stockman Wealth Management, Inc. 0.81% Reduce -0.3% 114,068 $6.0M
Venturi Wealth Management, LLC 0.29% Reduce -30.7% 113,860 $6.0M
Transamerica Financial Advisors, LLC 0.56% Reduce -0.7% 113,302 $5.9M
Level Four Advisory Services, LLC 0.22% Reduce -6.7% 112,998 $5.9M
D.A. Davidson & Co. 0.04% Reduce -6.7% 112,334 $5.9M
Focus Financial Network, Inc. 0.23% Add +1.3% 111,130 $5.8M
Capital Planning Advisors, LLC 0.85% Reduce -0.8% 111,046 $5.8M
Harbor Capital Advisors, Inc. 0.24% Add +46.1% 110,011 $5.8M
Rise Advisors, LLC 2.27% Add +2.3% 109,237 $5.7M
WASHINGTON TRUST Co 0.20% Reduce -1.8% 108,843 $5.7M
Stephens Inc. 0.08% Reduce -3.6% 108,069 $5.7M
Laurel Wealth Advisors LLC 0.84% Add +9.1% 107,607 $5.6M
Institute for Wealth Management, LLC. 0.63% Reduce -0.2% 107,475 $5.6M
Tiaa Trust, National Association 0.01% Add +0.5% 106,581 $5.6M
Foguth Wealth Management, LLC. 1.19% Add +205.7% 106,009 $5.6M
Simmons Bank 0.39% Reduce -2.0% 105,737 $5.5M
Pallas Capital Advisors LLC 0.21% Reduce -35.5% 105,618 $5.5M
AAFMAA Wealth Management & Trust LLC 2.29% Add +12.1% 105,572 $5.5M
Nwam LLC 0.32% Reduce -6.5% 105,398 $5.5M
Advisory Resource Group 1.06% Add +0.1% 105,298 $5.5M
CENTRAL TRUST Co 0.13% Reduce -9.3% 105,294 $5.5M
Brown Advisory Inc. 0.01% Add +0.5% 104,264 $5.5M
Zullo Investment Group, Inc. 2.21% Reduce -0.1% 104,207 $5.5M
Geneos Wealth Management Inc. 0.13% Reduce -13.8% 103,047 $5.4M
Capstone Wealth Management Group LLC 3.93% Reduce -2.1% 103,023 $5.4M
Symmetry Partners, LLC 0.66% Add +100.3% 102,937 $5.4M
Volterra Technologies LP 7.29% — 102,899 $5.4M
Mountain Hill Investment Partners Corp. 4.52% Reduce -0.5% 102,750 $5.4M
New Wave Wealth Advisors LLC 2.25% Reduce -19.7% 101,054 $5.3M
Midwest Trust Co 0.07% — 100,699 $5.3M
1248 Management, LLC 1.95% New 100,604 $5.3M
Cooksen Wealth, LLC 4.18% Add +9.1% 99,279 $5.2M
Peterson Wealth Management 3.08% Add +624.7% 99,158 $5.2M
Commerce Bank 0.03% Add +8.7% 98,126 $5.1M
Leicht Financial Planning & Wealth Management, Inc. 2.43% Add +0.9% 97,753 $5.1M
Beacon Pointe Advisors, LLC 0.05% Reduce -4.1% 95,829 $5.0M
Astor Investment Management LLC 2.71% Reduce -32.1% 95,608 $5.0M
GeoWealth Management, LLC 0.20% Reduce -10.4% 95,418 $5.0M
Martin & Co. Inc. 0.91% Reduce -0.2% 94,757 $5.0M
Allworth Financial LP 0.02% Add +3.0% 94,644 $5.0M
Riggs Asset Managment Co. Inc. 1.21% Add +3.2% 93,815 $4.9M
FIL Ltd 0.00% Reduce -56.0% 93,790 $4.9M
Innova Wealth Partners 2.89% Reduce -7.1% 93,744 $4.9M
Elevation Point Wealth Partners, LLC 0.38% Reduce -6.2% 93,504 $4.9M
EHP Funds Inc. 5.61% Reduce -37.6% 93,400 $4.9M
Massachusetts Wealth Management 2.72% Add +2.1% 92,236 $4.8M
CIBC Private Wealth Group LLC 0.01% Reduce -25.9% 92,207 $4.8M
O'shaughnessy Asset Management, LLC 0.03% Add +11.7% 91,738 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -17.3% 91,703 $4.8M
IAM Advisory, LLC 1.14% Reduce -2.8% 90,721 $4.8M
U.S. Capital Wealth Advisors, LLC 0.14% Add +16.6% 90,429 $4.7M
City Holding Co. 0.62% Add +0.4% 90,182 $4.7M
Tidal Investments LLC 0.03% Add +283.6% 90,097 $4.7M
Sharper & Granite LLC 1.79% Add +47.4% 89,289 $4.7M
Clearstead Advisors, LLC 0.07% Reduce -0.8% 88,841 $4.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.80% Reduce -10.3% 88,384 $4.6M
Fourth Dimension Wealth, LLC 1.95% Add +8.5% 88,223 $4.6M
Polymer Capital Management (HK) LTD 0.72% Reduce -71.3% 88,028 $4.6M
BlueCrest Capital Management Ltd 0.65% No change 88,000 $4.6M
Simplicity Wealth,LLC 0.19% Add +21.4% 87,762 $4.6M
GTS Securities LLC 0.20% Reduce -15.8% 87,625 $4.6M
Stratos Wealth Advisors, LLC 0.24% Add +7.6% 87,607 $4.6M
Fischer Investment Strategies, LLC 3.05% Reduce -6.3% 86,809 $4.5M
Great Valley Advisor Group, Inc. 0.10% Reduce -7.4% 86,743 $4.5M
Tower Research Capital LLC (TRC) 0.12% Add +3693.8% 86,156 $4.5M
Bessemer Group Inc. 0.01% Reduce -1.4% 85,618 $4.5M
Tucker Asset Management LLC 1.43% Reduce -9.5% 85,482 $4.5M
Fortis Group Advisors, LLC 0.81% Reduce -21.7% 85,405 $4.5M
Pictet Asset Management Holding SA 0.00% Reduce -56.4% 84,890 $4.4M
Patton Albertson Miller Group, LLC 0.58% No change 83,749 $4.4M
Ironwood Wealth Management, Inc. 2.07% Reduce -0.3% 83,882 $4.4M
Allspring Global Investments Holdings, LLC 0.01% Add +12.2% 83,046 $4.4M
Waverly Advisors, LLC 0.05% Add +49.2% 82,929 $4.3M
M&T Bank Corp 0.01% Reduce -3.5% 82,579 $4.3M
Acima Private Wealth, LLC 1.47% No change 82,253 $4.3M
WNY Asset Management, LLC 0.47% Add +0.1% 81,483 $4.3M
CoreCap Advisors, LLC 0.17% Reduce -22.9% 81,482 $4.3M
Ellis Investment Partners, LLC 0.83% Reduce -0.4% 81,464 $4.3M
Ledyard National Bank 0.40% Reduce -6.2% 80,984 $4.2M
EWG Elevate Inc. 1.30% Add +900.8% 80,841 $4.2M
Nelson Capital Management, LLC 0.56% Add +3.4% 80,467 $4.2M
HB Wealth Management, LLC 0.03% Reduce -17.2% 80,455 $4.2M
Perigon Wealth Management, LLC 0.10% Reduce -12.5% 80,342 $4.2M
Kingswood Wealth Advisors, LLC 0.33% Add +2.3% 80,338 $4.2M
Valeo Financial Advisors, LLC 0.10% Add +2.0% 88,535 $4.2M
Regal Investment Advisors LLC 0.31% Add +5.5% 80,053 $4.2M
Vivid Wealth Management, LLC 1.83% Reduce -3.2% 79,494 $4.2M
Darwin Wealth Management, LLC 1.44% Reduce -5.0% 79,466 $4.2M
Kennicott Capital Management LLC 2.36% Reduce -29.7% 78,962 $4.1M
Westside Investment Management, Inc. 0.77% No change 78,796 $4.1M
Fiduciary Trust Co 0.05% Add +0.6% 78,834 $4.1M
Farmers & Merchants Trust Co of Chambersburg PA 1.29% Reduce -0.5% 78,680 $4.1M
FOCUS Wealth Advisors, LLC 2.11% Add +0.8% 77,604 $4.1M
Abbot Financial Management, Inc. 1.87% Reduce -0.9% 77,240 $4.0M
Victory Financial Group, LLC 0.64% Reduce -3.0% 77,113 $4.0M
Gillson Capital LP 0.31% New 77,000 $4.0M
Retirement Planning Group, LLC / NY 3.53% Reduce -2.1% 76,795 $4.0M
Rockland Trust Co. 0.20% Reduce -13.5% 76,546 $4.0M
3EDGE Asset Management, LP 0.25% Reduce -33.2% 76,663 $4.0M
Peddock Capital Advisors, LLC 0.92% Add +4.5% 75,889 $4.0M
Warner Financial, Inc. 1.64% Reduce -2.4% 75,782 $4.0M
McCollum Christoferson Group LLC 1.18% Add +229.5% 75,550 $4.0M
Belpointe Asset Management LLC 0.16% Reduce -35.2% 75,378 $3.9M
JFS Wealth Advisors, LLC 0.25% Add +3.5% 75,252 $3.9M
SummitTX Capital, L.P. 0.17% New 75,066 $3.9M
Sig Brokerage, LP 1.08% New 75,048 $3.9M
Strategic Equity Management 1.44% New 74,691 $3.9M
Cary Street Partners Financial LLC 0.11% Add +41.1% 74,654 $3.9M
Cornerstone Wealth Management, LLC 0.24% Add +1.1% 74,494 $3.9M
Gotham Asset Management 0.02% Add +129.4% 74,168 $3.9M
Thor Trading Advisors, LLC 4.79% New 73,043 $3.8M
Measured Wealth Private Client Group, LLC 1.14% Add +11.2% 72,943 $3.8M
Evercore Wealth Management, LLC 0.06% Add +0.9% 72,661 $3.8M
Brandywine Oak Private Wealth LLC 0.35% Reduce -1.2% 72,074 $3.8M
Clarus Wealth Advisors 1.74% Add +37.2% 72,122 $3.8M
Trust Co 0.42% Reduce -20.2% 71,844 $3.8M
Fisher Asset Management 0.00% Add +14.1% 71,531 $3.7M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -65.9% 71,515 $3.7M
Channel Wealth LLC 1.06% Reduce -10.2% 71,381 $3.7M
Arrow Investment Advisors, LLC 3.59% Reduce -6.1% 70,912 $3.7M
BigSur Wealth Management LLC 0.94% No change 70,870 $3.7M
Glenmede Investment Management, LP 0.02% — 70,766 $3.7M
Morton Community Bank 0.92% Add +10.8% 70,668 $3.7M
Strategic Financial Partners, Ltd. 1.71% Add +31.8% 70,288 $3.7M
Paloma Partners Management Co 1.58% New 70,038 $3.7M
Fagan Associates, Inc. 0.57% Reduce -1.6% 69,761 $3.7M
Colton Groome Financial Advisors, LLC 1.23% Add +18.2% 69,182 $3.6M
Joseph P. Lucia & Associates, LLC 1.48% Reduce -4.3% 69,044 $3.6M
Two Sigma Securities, LLC 0.45% Add +10.9% 68,972 $3.6M
CreativeOne Wealth, LLC 0.09% Reduce -0.8% 68,820 $3.6M
Tudor Investment Corporation 0.03% Reduce -84.7% 68,760 $3.6M
First National Bank of Hutchinson 2.24% No change 68,664 $3.6M
Private Advisory Group LLC 0.34% Reduce -7.1% 68,557 $3.6M
Keystone Financial Group 0.32% Add +7.4% 68,136 $3.6M
Orion Porfolio Solutions, LLC 0.03% Add +5.7% 67,990 $3.6M
Narus Financial Partners, LLC 1.11% Add +0.1% 67,770 $3.5M
Ausdal Financial Partners, Inc. 0.24% Add +6.3% 67,595 $3.5M
Cullen/Frost Bankers, Inc. 0.04% Add +71.0% 67,551 $3.5M
First Financial Bank - Trust Division 0.31% Reduce -0.6% 67,369 $3.5M
MontVue Capital Management, Inc. 2.49% Reduce -4.0% 66,902 $3.5M
West Financial Advisors, LLC 0.61% Reduce -0.5% 66,672 $3.5M
Banque Pictet & Cie SA 0.04% Add +0.0% 66,642 $3.5M
Maxele Advisors, LLC 3.04% Reduce -0.1% 66,569 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.8% 66,302 $3.5M
Man Group plc 0.01% New 66,208 $3.5M
Financial Freedom, LLC 1.86% Reduce -0.9% 65,920 $3.5M
Trinity Wealth Management, LLC 1.37% New 65,782 $3.4M
AQR Capital Management 0.00% Add +61.6% 65,506 $3.4M
Kovack Advisors, Inc. 0.33% Reduce -10.2% 65,169 $3.4M
TCTC Holdings, LLC 0.11% No change 65,154 $3.4M
Choreo, LLC 0.05% Add +119.4% 64,807 $3.4M
Insigneo Advisory Services, LLC 0.29% Reduce -17.9% 64,587 $3.4M
United Capital Financial Advisors, LLC 0.03% Reduce -7.4% 64,568 $3.4M
Paragon Financial Partners, Inc. 2.30% Reduce -0.5% 64,345 $3.4M
Chesapeake Wealth Management 1.11% Add +9.8% 63,545 $3.3M
Greenwich Wealth Management LLC 0.16% Reduce -1.9% 63,480 $3.3M
Activest Wealth Management 0.80% No change 63,019 $3.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -20.0% 62,645 $3.3M
Bfsg, LLC 0.37% Reduce -4.3% 62,493 $3.3M
SMART Wealth LLC 1.02% Add +12.3% 61,979 $3.2M
RPg Family Wealth Advisory, LLC 0.86% Add +11.3% 61,791 $3.2M
Visionary Horizons, LLC 2.05% Add +10.9% 61,728 $3.2M
O'Dell Group, LLC 0.80% Add +28.2% 61,318 $3.2M
Deutsche Bank AG 0.00% Reduce -18.4% 61,002 $3.2M
Associated Banc-Corp 0.09% Reduce -6.2% 60,610 $3.2M
Comprehensive Wealth Management, LLC 2.54% Add +487.3% 60,192 $3.2M
Clark Financial Services Group Inc. 1.93% Add +105.9% 59,952 $3.1M
Wealthspire Advisors, LLC 0.02% Add +1.0% 59,837 $3.1M
Visionary Wealth Advisors 0.16% Reduce -32.7% 59,811 $3.1M
Veltria Advisors Corp. 2.09% Reduce -44.2% 59,741 $3.1M
Telos Capital Management, Inc. 0.32% Add +14.7% 59,562 $3.1M
CX Institutional 0.11% Reduce -22.2% 59,399 $3.1M
RDA Financial Network 0.84% Reduce -0.6% 59,347 $3.1M
Laraway Financial Advisors Inc 2.35% Reduce -1.8% 59,253 $3.1M
Keybank National Association 0.01% Add +2.2% 59,210 $3.1M
Lionsbridge Wealth Management LLC 3.08% Reduce -2.2% 59,015 $3.1M
Orca Investment Management, LLC 2.78% Add +0.8% 58,892 $3.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.19% Add +17.2% 58,600 $3.1M
Alerus Financial NA 0.22% Add +48.9% 58,385 $3.1M
Butensky & Cohen Financial Security, Inc. 0.90% Add +3.1% 58,045 $3.0M
NFSG Corp 0.49% Add +32.2% 57,922 $3.0M
Midwest Professional Planners, LTD. 0.80% Add +3.3% 57,708 $3.0M
WP Advisors, LLC 0.83% Add +3.4% 57,695 $3.0M
Planwiser Financial, LLC 2.57% Add +31.9% 56,871 $3.0M
Wealthfront Advisers LLC 0.01% Reduce -3.2% 56,729 $3.0M
Constitution Capital LLC 1.51% Add +0.4% 56,572 $3.0M
Obsidian Personal Planning Solutions LLC 1.20% Add +4.7% 56,387 $3.0M
High Note Wealth, LLC 0.67% Reduce -1.2% 56,269 $2.9M
HBW Advisory Services LLC 0.36% Add +1.5% 56,169 $2.9M
Fsa Wealth Partners, Inc. 1.42% New 56,160 $2.9M
Bay Rivers Group 1.34% Reduce -0.3% 56,094 $2.9M
Bogart Wealth, LLC 0.13% Add +6.4% 55,990 $2.9M
Corrado Advisors, LLC 1.79% Add +6.3% 55,881 $2.9M
Realta Investment Advisors 1.15% Add +68.7% 55,798 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.40% Reduce -2.9% 55,481 $2.9M
Everstar Asset Management, LLC 1.77% Reduce -9.3% 55,306 $2.9M
Harrell Investment Partners, LLC 0.73% Reduce -73.2% 55,018 $2.9M
Bank of Stockton 0.86% Add +15.5% 55,015 $2.9M
M3 Advisory Group, LLC 1.98% Reduce -1.0% 54,770 $2.9M
Rehmann Capital Advisory Group 0.17% Reduce -0.0% 54,581 $2.9M
Mission Wealth Management, LP 0.06% Add +2.4% 54,481 $2.9M
Bradley Foster & Sargent Inc. 0.04% Reduce -2.4% 54,279 $2.8M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -9.2% 54,149 $2.8M
Wedbush Securities Inc. 0.10% Add +9.3% 53,751 $2.8M
Sandbox Financial Partners, LLC 0.88% Add +0.9% 53,466 $2.8M
PCG Asset Management, LLC 2.40% Reduce -4.3% 53,246 $2.8M
Abound Financial, LLC 1.23% Reduce -4.3% 53,196 $2.8M
One Charles Private Wealth Services, LLC 0.78% Add +3.2% 53,075 $2.8M
Y.D. More Investments Ltd 0.19% Reduce -18.9% 53,091 $2.8M
PFG Advisors 0.13% Add +14.7% 52,990 $2.8M
Janney Capital Management LLC 0.18% Reduce -0.1% 52,959 $2.8M
GFS Advisors, LLC 0.38% Reduce -1.4% 52,843 $2.8M
Win Advisors, Inc. 1.33% New 52,617 $2.8M
Bramshill Investments, LLC 0.29% Reduce -4.5% 52,500 $2.7M
Atlas Private Wealth Advisors 0.35% Reduce -28.2% 51,687 $2.7M
Teamwork Financial Advisors, LLC 0.33% Reduce -30.6% 51,676 $2.7M
Johnson Investment Counsel Inc. 0.02% Add +14.4% 51,655 $2.7M
Apexium Financial, LP 0.14% Add +1.2% 51,518 $2.7M
Advisor Resource Council 1.31% Reduce -77.3% 51,072 $2.7M
Rovin Capital /Ut/ 0.81% Add +7.9% 50,835 $2.7M
Brighton Jones LLC 0.07% Add +0.3% 50,712 $2.7M
International Assets Investment Management, LLC 0.21% Reduce -12.9% 50,613 $2.7M
Intrua Financial, LLC 0.38% Reduce -45.4% 50,175 $2.6M
Calton & Associates, Inc. 0.45% Add +0.6% 50,175 $2.6M
Beaumont Financial Advisors, LLC 0.19% Add +154.8% 50,170 $2.6M
Capula Management Ltd 0.03% New 50,164 $2.6M
CWC Advisors, LLC. 1.35% Add +2.9% 50,017 $2.6M
ARS Investment Partners, LLC 0.19% Add +22.3% 49,893 $2.6M
Moors & Cabot, Inc. 0.12% Reduce -2.2% 49,876 $2.6M
Jacobi Capital Management LLC 0.17% Add +4.8% 49,690 $2.6M
Magnus Financial Group LLC 0.23% Reduce -14.1% 49,449 $2.6M
Next Level Private LLC 0.84% Reduce -1.2% 49,117 $2.6M
First Horizon Advisors, Inc. 0.07% Reduce -1.8% 49,055 $2.6M
Dimension Capital Management LLC 0.40% Add +17.4% 48,860 $2.6M
Beacon Financial Group 0.27% Add +13.8% 48,786 $2.6M
Zhang Financial LLC 0.12% Add +147.8% 48,724 $2.6M
Capital Advisors, Ltd. LLC 0.31% Reduce -19.5% 48,686 $2.5M
Regions Financial Corp. 0.02% Add +2.1% 48,160 $2.5M
Brick & Kyle, Associates 1.12% Reduce -3.5% 47,488 $2.5M
Redwood Financial Network Corp 1.70% Reduce -0.8% 47,964 $2.5M
Dorsey Wright & Associates 0.60% Add +1.2% 47,939 $2.5M
GenTrust, LLC 0.12% Reduce -9.0% 47,748 $2.5M
Relyea Zuckerberg Hanson LLC 0.29% Add +72.8% 47,643 $2.5M
Synovus Financial Corp. 0.03% Reduce -1.0% 47,518 $2.5M
Crews Bank & Trust 0.39% Reduce -2.7% 47,503 $2.5M
Okabena Investment Services Inc. 0.55% Add +2.8% 47,442 $2.5M
Oak Family Advisors, LLC 0.90% New 47,376 $2.5M
10Elms LLP 2.74% Add +7.2% 47,263 $2.5M
St. Johns Investment Management Company, LLC 1.13% Reduce -15.4% 47,113 $2.5M
World Investment Advisors 0.06% Reduce -6.3% 47,095 $2.5M
Highland Capital Management, LLC 0.13% Add +0.0% 46,951 $2.5M
Ethos Financial Group, LLC 0.21% New 46,924 $2.5M
DT Investment Partners, LLC 0.22% Reduce -0.4% 46,546 $2.4M
Turtle Creek Wealth Advisors, LLC 0.29% Reduce -91.6% 46,544 $2.4M
Fairvoy Private Wealth, LLC 0.60% Reduce -18.3% 45,977 $2.4M
Natixis Advisors, LLC 0.00% Reduce -11.3% 45,723 $2.4M
Camelot Technology Advisors, Inc. 2.07% Add +0.6% 45,730 $2.4M
First Bancorp, Inc 1.37% No change 45,619 $2.4M
Kessler Investment Group, LLC 0.98% Add +0.9% 45,572 $2.4M
Ameritas Advisory Services, LLC 0.12% Reduce -27.6% 45,503 $2.4M
RiverGlades Family Offices LLC 1.56% Add +2.0% 45,412 $2.4M
Ciovacco Capital Management LLC 1.28% New 45,100 $2.4M
Dai-ichi Life Holdings, Inc. 2.75% Reduce -3.9% 45,000 $2.3M
Hall Capital Management Co. Inc. 0.99% Add +14.2% 44,743 $2.3M
Pinnacle Associates Ltd. 0.03% Add +0.6% 44,459 $2.3M
Apollon Financial, LLC 0.49% Add +3.0% 44,156 $2.3M
Fiduciary Group, LLC 0.22% Add +8.1% 44,138 $2.3M
NewEdge Wealth, LLC 0.04% Add +0.2% 44,697 $2.3M
CMG Global Holdings, LLC 1.21% Add +18.1% 43,225 $2.3M
Garden State Investment Advisory Services LLC 0.62% Add +14.7% 43,401 $2.3M
Rockingstone Advisors LLC 1.19% Reduce -25.7% 43,393 $2.3M
Burke & Herbert Bank & Trust Co. 0.51% Add +0.7% 43,160 $2.3M
Plimoth Trust Co. LLC 0.54% Add +1.1% 43,090 $2.3M
Apollon Wealth Management, LLC 0.04% Reduce -4.1% 43,064 $2.3M
Founders Financial Alliance, LLC 0.51% Add +1.6% 43,057 $2.3M
Avior Wealth Management, LLC 0.08% Reduce -11.3% 42,665 $2.2M
Moneywise, Inc. 1.05% New 42,584 $2.2M
Boltwood Capital Management 0.63% Add +4.7% 42,531 $2.2M
Intrepid Financial Planning Group LLC 0.93% Reduce -3.1% 42,343 $2.2M
Quattro Financial Advisors LLC 0.78% Reduce -40.9% 42,289 $2.2M
Diversify Advisory Services, LLC 0.08% Add +17.3% 42,105 $2.2M
Guardian Asset Advisors, LLC 1.27% Add +5.6% 42,170 $2.2M
AE Wealth Management LLC 0.02% Reduce -78.7% 42,035 $2.2M
Court Place Advisors, LLC 0.69% Reduce -2.0% 41,691 $2.2M
VCI Wealth Management LLC 0.76% Add +8.0% 41,327 $2.2M
WealthPLAN Partners, LLC 0.35% Reduce -0.8% 41,261 $2.2M
Kanawha Capital Management LLC 0.16% Reduce -0.5% 41,137 $2.2M
Invst, LLC 0.27% Reduce -17.4% 41,094 $2.2M
Brueske Advisory Services, LLC 1.45% Add +39.2% 40,799 $2.1M
Capital Investment Counsel, LLC 0.33% Reduce -10.6% 40,233 $2.1M
Wilmington Savings Fund Society, FSB 0.04% Reduce -14.3% 40,102 $2.1M
Wealthedge Investment Advisors, LLC 0.88% Add +10.3% 40,003 $2.1M
Montag A & Associates Inc. 0.10% Add +3.6% 39,913 $2.1M
Meridian Wealth Management, LLC 0.09% Add +0.2% 40,024 $2.1M
Advisor OS, LLC 0.20% Reduce -6.1% 39,718 $2.1M
WealthShield Partners, LLC 0.25% Reduce -4.6% 39,476 $2.1M
E&G Advisors, LLC 0.54% Add +0.1% 39,427 $2.1M
CFC Planning Co LLC 1.99% Add +10.8% 39,310 $2.1M
Accel Wealth Management 0.69% Add +2.4% 39,204 $2.1M
Park Edge Advisors, LLC 0.53% Add +109.8% 39,152 $2.1M
Crumly & Associates Inc. 0.50% Reduce -5.1% 39,055 $2.0M
Parallel Advisors, LLC 0.04% Reduce -0.8% 38,987 $2.0M
Financial Advocates Investment Management 0.17% Reduce -29.8% 38,968 $2.0M
Farther Finance Advisors, LLC 0.04% Reduce -37.6% 38,438 $2.0M
KFA Private Wealth Group, LLC 0.62% Add +0.1% 38,423 $2.0M
MTM Investment Management, LLC 0.67% Reduce -0.2% 38,254 $2.0M
Schnieders Capital Management LLC 0.35% Add +89.5% 37,536 $2.0M
Windsor Capital Management, LLC 0.57% Reduce -8.7% 37,468 $2.0M
Evoke Wealth, LLC 0.05% Add +13.6% 37,339 $2.0M
Private Trust Co. NA 0.19% Reduce -5.5% 37,311 $2.0M
Brookstone Capital Management 0.03% Reduce -33.7% 37,253 $2.0M
Circle Wealth Management, LLC 0.04% Add +0.7% 37,224 $1.9M
Perennial Investment Advisors, LLC 0.19% Reduce -0.4% 37,048 $1.9M
Miller Investment Management, LP 0.20% No change 37,042 $1.9M
PFG Investments, LLC 0.11% Add +5.1% 37,016 $1.9M
Aptus Capital Advisors, LLC 0.02% Reduce -90.2% 37,000 $1.9M
IFP Advisors, Inc 0.06% Reduce -70.5% 36,864 $1.9M
Fulcrum Equity Management 1.96% Reduce -20.7% 36,467 $1.9M
Nations Financial Group Inc, /Ia/ 0.13% Reduce -0.8% 36,276 $1.9M
Contravisory Investment Management, Inc. 0.37% Add +11.2% 36,272 $1.9M
CWA Asset Management Group, LLC 0.08% Reduce -2.4% 36,133 $1.9M
McGuire Investment Group, LLC 0.24% Add +2.7% 36,120 $1.9M
Golden State Wealth Management, LLC 0.23% Reduce -4.9% 35,953 $1.9M
Moneta Group Investment Advisors LLC 0.02% Reduce -2.0% 35,806 $1.9M
Principal Securities, Inc. 0.04% Reduce -67.4% 35,571 $1.9M
Bank of Marin 1.41% New 35,530 $1.9M
Tyler-Stone Wealth Management 0.30% Add +0.4% 35,454 $1.9M
Monetary Management Group Inc. 0.46% Add +0.6% 35,425 $1.9M
Crestwood Advisors Group, LLC 0.03% Reduce -0.1% 35,331 $1.9M
Summit Securities Group LLC 0.66% New 35,300 $1.8M
Gallagher Fiduciary Advisors, LLC 0.07% Add +0.9% 35,296 $1.8M
Howard Capital Management Group, LLC 0.13% Reduce -0.8% 35,048 $1.8M
Brookwood Investment Group LLC 0.30% Add +62.3% 35,042 $1.8M
Fearless Solutions, LLC dba Best Invest 1.27% Add +16.1% 34,740 $1.8M
Essex Financial Services, Inc. 0.12% Add +5.0% 34,695 $1.8M
Founders Grove Wealth Partners, LLC 0.46% Reduce -3.3% 34,656 $1.8M
J. Safra Sarasin Holding AG 0.03% Reduce -73.0% 34,931 $1.8M
One Capital Management, LLC 0.06% Reduce -6.3% 34,439 $1.8M
Ingalls & Snyder LLC 0.06% Reduce -2.3% 34,411 $1.8M
Bleakley Financial Group, LLC 0.05% Add +1.4% 34,262 $1.8M
JBR Co Financial Management Inc 0.89% Reduce -13.1% 34,258 $1.8M
SOL Capital Management CO 0.17% No change 34,150 $1.8M
Counterweight Ventures, LLC 1.16% Add +2.6% 34,050 $1.8M
LM Advisors LLC 0.23% Reduce -3.4% 33,933 $1.8M
Wealthcare Advisory Partners LLC 0.04% Reduce -8.7% 33,835 $1.8M
Cladis Investment Advisory, LLC 1.11% Reduce -0.6% 33,811 $1.8M
First Manhattan Co. Llc. 0.01% Add +65.4% 33,685 $1.8M
LJI Wealth Management, LLC 0.31% Add +0.3% 33,515 $1.8M
Wellington Management Group LLP 0.00% Reduce -13.1% 33,505 $1.8M
Estate Counselors, LLC 0.17% Reduce -69.8% 33,487 $1.8M
Patten & Patten Inc. 0.11% Add +5.5% 33,446 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.3% 33,357 $1.7M
Watts Gwilliam & Co., LLC 0.29% Reduce -5.9% 32,120 $1.7M
Sigma Investment Counselors Inc. 0.10% Reduce -11.3% 33,184 $1.7M
Rik Saylor Financial, Inc. 1.33% Add +0.0% 32,943 $1.7M
Ieq Capital, LLC 0.01% Reduce -93.9% 32,889 $1.7M
Country Club Bank 0.11% Add +1.8% 33,139 $1.7M
Compound Planning, Inc. 0.06% Add +34.3% 32,714 $1.7M
Stapp Wealth Management, PLLC 2.46% New 32,694 $1.7M
Next Capital Management LLC 0.63% Add +4.1% 32,434 $1.7M
Intellectus Partners, LLC 0.36% Add +2.2% 32,116 $1.7M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -0.1% 32,025 $1.7M
Lyell Wealth Management, LP 0.13% Reduce -13.8% 31,989 $1.7M
EverSource Wealth Advisors, LLC 0.08% Reduce -4.1% 31,891 $1.7M
Signet Financial Management, LLC 0.21% Add +1.3% 31,851 $1.7M
Glen Eagle Advisors, LLC 0.26% Add +0.1% 31,754 $1.7M
Pursue Wealth Partners LLC 0.94% No change 31,754 $1.7M
Successful Portfolios LLC 1.02% Reduce -0.2% 31,745 $1.7M
Journey Advisory Group, LLC 0.13% Add +37.7% 31,608 $1.7M
Vise Technologies, Inc. 0.07% — 31,441 $1.6M
Donald L. Hagan, LLC 0.82% Reduce -46.5% 31,423 $1.6M
AmeriServ Wealth Advisors 0.81% Reduce -16.6% 31,136 $1.6M
Prairiewood Capital, LLC 0.60% Reduce -4.4% 30,970 $1.6M
Roberts Wealth Advisors, LLC 0.47% Reduce -0.3% 30,895 $1.6M
Columbus Macro, LLC 0.20% New 30,871 $1.6M
Blue Chip Partners, LLC 0.13% Reduce -8.1% 30,637 $1.6M
Argent Trust Co 0.06% Add +3.7% 30,263 $1.6M
NWF Advisory Services Inc. 0.19% Add +21.3% 30,191 $1.6M
Wealthgarden F.S. LLC 1.31% Reduce -19.9% 30,166 $1.6M
Ring Mountain Capital, LLC 0.96% Reduce -0.6% 29,939 $1.6M
Beacon Bridge Wealth Partners, LLC 0.62% Reduce -10.8% 29,961 $1.6M
American Institute for Advanced Investment Management, LLP 1.11% Reduce -13.4% 29,905 $1.6M
One Wealth Map LLC 0.86% Add +3.9% 29,876 $1.6M
PCG Wealth Advisors, LLC 0.80% Reduce -3.1% 29,879 $1.6M
Global Financial Private Client, LLC 0.58% Add +34.4% 29,731 $1.6M
Kingstone Capital Partners Texas, LLC 1.01% Reduce -23.9% 29,700 $1.6M
Wedmont Private Capital 0.07% Add +0.6% 29,534 $1.5M
XTX Topco Ltd 0.06% New 29,545 $1.5M
Lowe Brockenbrough & Co. Inc. 0.09% No change 29,293 $1.5M
SCS Capital Management LLC 0.02% Add +1.3% 29,288 $1.5M
Ironwood Financial, llc 0.33% No change 30,670 $1.5M
Curi Capital, LLC 0.03% Add +27.7% 29,156 $1.5M
Adage Capital Partners Gp, L.L.C. 0.00% New 29,000 $1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.55% Add +0.0% 28,816 $1.5M
University of Texas/Texas Am Investment Management Co. 0.24% Add +2.2% 28,895 $1.5M
Valmark Advisers, Inc. 0.02% Add +3.4% 28,884 $1.5M
True Vision MN LLC 0.83% Reduce -4.0% 28,825 $1.5M
MIdWestOne Financial Group, Inc. 0.20% No change 28,816 $1.5M
Ashton Thomas Securities, LLC 0.36% Reduce -15.6% 28,667 $1.5M
Ipsen Advisor Group LLC 1.14% Add +3.3% 28,648 $1.5M
Advisors Capital Management, LLC 0.02% Add +2.9% 28,608 $1.5M
Marco Investment Management LLC 0.12% Add +0.3% 28,539 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.8% 28,481 $1.5M
PSI Advisors, LLC 0.74% Reduce -6.2% 28,388 $1.5M
Mma Asset Management LLC 0.56% Reduce -1.4% 28,048 $1.5M
SVB Wealth LLC 0.08% Reduce -18.9% 27,951 $1.5M
Leslie Global Wealth, LLC 0.78% Reduce -4.1% 27,852 $1.5M
Allen Investment Management, LLC 0.02% No change 27,791 $1.5M
Smith Salley Wealth Management 0.08% Add +7.0% 27,655 $1.4M
NBT Bank, N.A. 0.10% Reduce -2.1% 27,578 $1.4M
Tranquility Partners, LLC 0.52% No change 27,555 $1.4M
MKT Advisors LLC 0.57% Add +0.2% 27,390 $1.4M
Clarity Wealth Advisors, LLC 0.35% Reduce -4.5% 27,395 $1.4M
Peoples Bank 0.96% Reduce -21.6% 27,323 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Add +2.1% 27,280 $1.4M
Compass Capital Corp. /Ma/ 0.67% Reduce -8.4% 28,789 $1.4M
Tradition Wealth Management, LLC 0.11% Reduce -2.2% 26,873 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -23.8% 26,827 $1.4M
Rollins Financial Advisors, LLC 0.22% Reduce -4.7% 26,711 $1.4M
Certified Advisory Corp 0.15% Add +1.3% 26,654 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.6% 26,469 $1.4M
SP Asset Management LLC 0.11% Reduce -15.5% 26,456 $1.4M
Xcel Wealth Management, LLC 0.40% No change 26,438 $1.4M
SeaCrest Wealth Management, LLC 0.15% Reduce -1.4% 26,404 $1.4M
Whittier Trust Co. 0.02% No change 26,399 $1.4M
Keebeck Wealth Management 0.18% Reduce -4.4% 26,349 $1.4M
Soltis Investment Advisors LLC 0.11% Reduce -5.9% 26,213 $1.4M
Nwi Management LP 0.13% No change 26,000 $1.4M
Gold Investment Management Ltd. 0.51% Reduce -52.7% 25,850 $1.4M
D L Carlson Investment Group Inc. 0.25% Reduce -3.9% 25,955 $1.4M
Granite FO LLC 0.77% No change 25,920 $1.4M
Pinnacle Family Advisors, LLC 0.66% Reduce -33.2% 25,983 $1.4M
Westbourne Investment Advisors, Inc. 0.41% Add +2.6% 25,821 $1.4M
Macroview Investment Management LLC 1.11% Add +0.1% 25,811 $1.4M
Florida Financial Advisors, LLC 0.33% Add +12.9% 25,774 $1.3M
Good Life Advisors, LLC 0.08% Add +14.7% 25,739 $1.3M
Breakwater Capital Group 0.22% Add +2.8% 25,685 $1.3M
QRG Capital Management, Inc. 0.01% Add +51.7% 25,642 $1.3M
RMR Wealth Builders 0.12% Reduce -0.8% 25,524 $1.3M
Herbst Group, LLC 0.80% Reduce -1.5% 25,519 $1.3M
Whitaker-Myers Wealth Managers, LTD. 0.34% Add +22.1% 25,502 $1.3M
Penobscot Wealth Management 0.48% Add +14.5% 25,467 $1.3M
Howe & Rusling Inc. 0.10% Add +25.0% 25,465 $1.3M
Lee Johnson Capital Management, LLC 0.45% New 25,103 $1.3M
Advisors Management Group Inc. 0.25% Reduce -1.8% 25,028 $1.3M
Childress Capital Advisors, LLC 0.33% Add +128.6% 25,022 $1.3M
Edgestream Partners, L.P. 0.04% Add +9.3% 24,910 $1.3M
Tsfg, LLC 0.24% Reduce -6.9% 24,860 $1.3M
Elm Partners Management LLC 0.08% Add +86.9% 24,820 $1.3M
D.B. Root & Company, LLC 0.38% Reduce -21.0% 24,792 $1.3M
Audent Global Asset Management, LLC 0.93% Add +0.5% 24,781 $1.3M
Horizon Financial Services, LLC 0.69% Reduce -40.6% 24,760 $1.3M
Alexis Investment Partners, LLC 0.56% Add +5.9% 24,950 $1.3M
Axxcess Wealth Management, LLC 0.03% Reduce -44.6% 24,613 $1.3M
Cape Ann Savings Bank 0.77% Reduce -3.5% 24,578 $1.3M
Verde Servicos Internacionais S.A. 0.56% New 24,500 $1.3M
DecisionMap Wealth Management, LLC 0.88% Add +1.7% 24,444 $1.3M
VestGen Advisors, LLC 0.05% Add +1.3% 24,336 $1.3M
PFS Partners, LLC 0.64% Add +0.2% 24,308 $1.3M
Legacy Private Trust Co. 0.08% Add +387.4% 24,246 $1.3M
Appleton Partners Inc. 0.09% Reduce -0.3% 24,172 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.46% Add +2.3% 24,153 $1.3M
C2C Wealth Management, LLC 1.14% Reduce -1.4% 24,107 $1.3M
First Business Financial Services, Inc. 0.11% No change 24,095 $1.3M
Arrow Financial Corp 0.13% Add +7.8% 24,063 $1.3M
Sentinel Trust Co. Lba 0.14% Reduce -2.1% 24,062 $1.3M
Csenge Advisory Group 0.07% Reduce -6.6% 24,402 $1.2M
Capitol Family Office, Inc. 1.62% Add +0.7% 23,714 $1.2M
Wesbanco Bank Inc. 0.04% Add +1.9% 23,667 $1.2M
Ranch Capital Advisors Inc. 0.53% Add +6.4% 23,517 $1.2M
Chilton Investment Co. Inc. 0.03% No change 23,500 $1.2M
GWN Securities Inc. 0.23% Reduce -57.6% 23,460 $1.2M
Lynx Investment Advisory 0.80% Reduce -64.8% 23,321 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -27.0% 23,120 $1.2M
Integrity Alliance, Llc. 0.07% Add +48.0% 23,111 $1.2M
Inspire Advisors, LLC 0.13% Add +32.0% 23,005 $1.2M
Moulton Wealth Management, Inc. 0.91% Reduce -57.5% 22,513 $1.2M
Eagle Capital Management, LLC 0.52% Add +4.3% 22,767 $1.2M
American Financial Advisors, LLC 0.17% Add +7.3% 22,751 $1.2M
Allie Family Office LLC 0.59% Reduce -0.2% 22,698 $1.2M
Phillips Wealth Planners LLC 1.08% Add +3.2% 22,743 $1.2M
Financial Engines Advisors L.L.C. 0.00% Add +222.8% 22,464 $1.2M
World Equity Group, Inc. 0.32% Reduce -28.8% 22,449 $1.2M
Autumn Glory Partners, LLC 0.55% Add +4.7% 22,380 $1.2M
Ally Invest Advisors Inc. 0.09% Add +1.9% 22,372 $1.2M
Centric Wealth Management 0.28% Reduce -70.2% 22,528 $1.2M
GPS Wealth Strategies Group, LLC 0.13% Reduce -2.7% 22,241 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -1.9% 22,231 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.54% Add +0.2% 22,139 $1.2M
Absolute Capital Management, LLC 0.58% Add +28.6% 22,133 $1.2M
Quantessence Capital LLC 0.34% Reduce -62.7% 22,074 $1.2M
Verdence Capital Advisors LLC 0.08% Reduce -20.7% 22,005 $1.2M
Arete Wealth Advisors, LLC 0.08% Add +21.2% 21,963 $1.1M
Spreng Capital Management, Inc. 0.49% Reduce -2.6% 21,956 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -1.8% 21,879 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +5.7% 21,841 $1.1M
Bell Bank 0.05% Reduce -2.4% 21,812 $1.1M
FineMark National Bank & Trust 0.04% Add +7.7% 21,807 $1.1M
Curat Global, LLC 1.08% Add +3.5% 21,628 $1.1M
CHICAGO TRUST Co NA 0.16% Add +32.2% 21,621 $1.1M
LVZ, Inc. 0.14% Add +5.6% 21,566 $1.1M
Flywheel Private Wealth LLC 0.91% Reduce -12.4% 21,560 $1.1M
Point Windward Advisors Inc. 0.51% Add +6.5% 21,529 $1.1M
German American Bancorp, Inc. 0.11% Reduce -6.8% 21,438 $1.1M
Landaas & Co. /Wi 0.27% New 21,431 $1.1M
Carr Financial Group Corp 0.33% Add +48.7% 21,413 $1.1M
Silverlake Wealth Management LLC 0.33% Reduce -34.2% 21,324 $1.1M
Rational Advisors, Inc. 0.11% Reduce -6.4% 21,069 $1.1M
Encompass More Asset Management 0.26% Reduce -65.4% 20,920 $1.1M
Alteri Wealth LLC 0.42% Add +0.5% 20,909 $1.1M
Nova Wealth Management, Inc. 0.80% Reduce -10.2% 20,731 $1.1M
Davis R M Inc. 0.02% Reduce -16.9% 20,699 $1.1M
First Citizens Financial Corp 0.60% Add +143.5% 20,691 $1.1M
Byrne Financial Freedom, LLC 0.54% Reduce -2.0% 20,657 $1.1M
Larson Financial Group LLC 0.04% Reduce -14.3% 20,610 $1.1M
First Foundation Advisors 0.04% Add +0.1% 20,580 $1.1M
Savant Capital, LLC 0.01% Add +8.0% 20,572 $1.1M
Roman Butler Fullerton & Co. 0.32% Add +118.7% 19,997 $1.1M
Legacy Capital Group California, Inc. 0.30% Add +11.4% 20,373 $1.1M
Modern Wealth Management, LLC 0.03% Add +8.4% 20,353 $1.1M
Rothschild Capital Partners, LLC 0.28% Reduce -53.6% 20,320 $1.1M
Wellington Shields Capital Management, LLC 0.18% No change 20,251 $1.1M
Parkside Advisors LLC 0.23% No change 20,229 $1.1M
Capital Insight Partners, LLC 0.18% No change 20,189 $1.1M
Grantvest Financial Group LLC 0.78% Reduce -6.8% 20,188 $1.1M
N.E.W. Advisory Services LLC 0.10% Reduce -1.2% 20,137 $1.1M
RoundAngle Advisors LLC 0.88% Add +1.8% 20,089 $1.1M
KG Capital Management 0.31% Reduce -0.2% 20,021 $1.0M
Aft, Forsyth & Sober, LLC 0.35% No change 20,000 $1.0M
Sax Wealth Advisors, LLC 0.06% Add +8.4% 19,988 $1.0M
Intelligence Driven Advisers, LLC 0.16% New 19,965 $1.0M
Sovran Advisors, LLC 0.11% Add +6.1% 19,761 $1.0M
Koshinski Asset Management, Inc. 0.08% Reduce -11.5% 19,658 $1.0M
Financial & Tax Architects, LLC 0.25% Add +13.2% 19,649 $1.0M
Blue Trust, Inc. 0.01% Add +20.9% 19,647 $1.0M
M.E. Allison & Co., Inc. 0.82% Add +14.8% 19,428 $1.0M
Keystone Wealth Services, LLC 0.24% Add +107.5% 19,384 $1.0M
HRT Financial LP 0.00% New 19,371 $1.0M
Greystone Financial Group, LLC 0.17% Add +27.5% 19,296 $1.0M
Azora Capital LP 0.05% New 19,211 $1.0M
UNIVEST FINANCIAL Corp 0.06% Reduce -8.1% 18,914 $991K
Union Savings Bank 0.45% Reduce -5.8% 18,856 $987K
Fidelis Capital Partners, LLC 0.09% Add +0.0% 18,896 $982K
Harvest Investment Services, LLC 0.22% Add +3.5% 18,725 $981K
Ballentine Partners, LLC 0.01% Reduce -22.4% 18,618 $975K
Strategy Asset Managers LLC 0.18% Add +2.8% 18,598 $974K
Taylor & Morgan Wealth Management, LLC 0.66% Add +0.6% 18,590 $974K
Stonebrook Private Inc. 0.23% Reduce -6.9% 18,581 $973K
SOA Wealth Advisors, LLC. 0.18% Reduce -2.8% 18,567 $972K
Certuity, LLC 0.09% Reduce -13.9% 18,561 $972K
Kagan Cocozza Asset Management 0.74% Reduce -0.3% 18,336 $960K
Wealthstar Advisors, LLC 0.36% Add +7.4% 18,333 $960K
Moore Capital Management, LP 0.02% Add +3.4% 18,256 $956K
Lansing Street Advisors 0.28% Reduce -6.0% 18,219 $954K
Falcon Wealth Planning 0.10% Reduce -8.7% 18,188 $952K
Investment Advisory Group, LLC 0.29% Reduce -2.6% 18,187 $952K
Debussy Capital Management LP 0.14% Reduce -2.5% 18,184 $952K
Trust Point Inc. 0.09% Reduce -1.8% 18,174 $952K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +10.7% 18,144 $950K
J Hagan Capital, Inc. 0.64% New 18,130 $950K
TD Private Client Wealth LLC 0.02% Add +6.5% 18,134 $950K
Powell Investment Advisors, LLC 0.36% Add +0.1% 18,114 $949K
Neuberger Berman Group LLC 0.00% Add +0.7% 18,058 $946K
Pitcairn Co. 0.06% No change 17,941 $940K
Retirement Planning Group, LLC 0.04% Add +162.8% 17,932 $939K
Brass Tax Wealth Management, Inc. 0.18% Reduce -1.9% 17,875 $936K
Union Bancaire Privee, UBP SA 0.01% No change 17,928 $929K
Glenview Trust Co 0.02% Reduce -2.8% 17,723 $928K
City Center Advisors, LLC 0.99% Reduce -54.4% 17,664 $925K
Waldron Private Wealth LLC 0.04% Add +8.5% 17,595 $921K
Claro Advisors Inc. 0.15% Reduce -70.2% 17,558 $920K
Beacon Financial Advisory LLC 0.24% Reduce -0.1% 17,544 $919K
Cassaday & Co Wealth Management LLC 0.02% Add +2.8% 17,529 $918K
Advyzon Investment Management, LLC 0.20% Reduce -41.1% 17,515 $917K
LRI Investments, LLC 0.08% Reduce -7.2% 17,459 $914K
Finley Financial, LLC 0.46% No change 17,435 $913K
Rwa Wealth Partners, LLC 0.01% Reduce -4.9% 17,410 $912K
Riversedge Advisors, LLC 0.18% No change 17,398 $911K
Sagespring Wealth Partners, LLC 0.02% Add +47.5% 17,396 $911K
MRWM Advisors, LLC 0.57% Add +1.6% 17,258 $904K
O'ROURKE & COMPANY, Inc 0.42% Add +1.7% 17,196 $901K
Ibex Wealth Advisors 0.10% Reduce -52.1% 17,169 $899K
HBK Sorce Advisory LLC 0.02% Reduce -4.2% 17,168 $899K
Steele Capital Management, Inc. 0.04% No change 17,160 $899K
Sapient Capital LLC 0.02% Add +97.2% 17,152 $898K
Signature Wealth Management Partners, LLC 0.51% Add +0.2% 17,135 $897K
Wilson & Boucher Capital Management, LLC 0.63% Add +6.2% 17,125 $897K
Headinvest, LLC 0.19% Reduce -4.9% 17,102 $896K
Syon Capital LLC 0.06% Reduce -31.3% 17,079 $894K
EPG Wealth Management LLC 0.27% Reduce -38.7% 17,046 $893K
Icon Wealth Advisors, LLC 0.06% Add +55.4% 17,038 $892K
Heritage Wealth Advisors 0.04% No change 16,909 $886K
Accredited Investor Services, LLC 0.67% Add +1.2% 16,907 $885K
Mitchell Sinkler & Starr 0.42% Add +6.3% 16,860 $883K
Investment Partners, LTD. 0.33% Add +1.9% 16,825 $881K
Kiley Juergens Wealth Management, LLC 0.20% No change 16,821 $881K
Trust Co. of Oklahoma 0.28% Add +31.7% 16,773 $878K
Exencial Wealth Advisors, LLC 0.03% Reduce -12.8% 16,740 $877K
MV Capital Management, Inc. 0.09% Reduce -0.6% 16,732 $876K
Woodmont Investment Counsel LLC 0.06% Add +4.0% 16,724 $876K
Strategic Blueprint, LLC 0.04% Reduce -18.0% 16,664 $873K
Partners Wealth Management, LLC 0.99% Reduce -1.3% 17,511 $871K
Rebalance, LLC 0.06% Add +0.3% 16,589 $869K
Thomasville National Bank 0.06% No change 16,562 $867K
Balboa Wealth Partners 0.17% Reduce -0.9% 16,514 $865K
Smith, Moore & Co. 0.07% Reduce -3.6% 16,491 $864K
V2 Financial group LLC 0.51% No change 16,261 $852K
SBI Securities Co., Ltd. 0.02% Reduce -8.1% 16,201 $848K
Gateway Wealth Partners, LLC 0.16% Add +0.4% 16,184 $848K
Coastline Trust Co 0.10% No change 16,183 $848K
Ascent Group, LLC 0.03% Reduce -19.5% 15,919 $834K
Parkside Financial Bank & Trust 0.09% Add +8.4% 15,907 $833K
Lynch & Associates 0.17% Reduce -1.2% 15,875 $831K
Capital Investment Advisory Services, LLC 0.07% Add +1.1% 15,786 $827K
Beaumont Asset Management, L.L.C. 0.44% Add +0.8% 15,737 $824K
Worth Financial Advisory Group, LLC 0.50% Add +1.3% 15,694 $822K
Occidental Asset Management, LLC 0.11% Reduce -72.3% 15,688 $822K
Madison Park Capital Advisors, LLC 0.69% Reduce -31.8% 15,632 $819K
Kaizen Financial Strategies 0.42% Add +7.5% 15,630 $819K
Luminist Capital LLC 0.81% Reduce -35.2% 15,504 $816K
Mission Creek Capital Partners, Inc. 0.18% Add +0.6% 15,504 $812K
Adirondack Trust Co. 0.29% Reduce -0.9% 15,506 $812K
Astra Wealth Partners LLC 0.65% Add +1.9% 15,490 $811K
Quadcap Wealth Management, LLC 0.10% Reduce -0.1% 15,487 $811K
Swmg, LLC 0.27% Add +5.2% 15,179 $806K
Franklin Resources Inc. 0.00% Reduce -80.5% 15,365 $805K
Sherman Asset Management, Inc. 0.71% Add +72.5% 15,355 $804K
Donaldson Capital Management, LLC 0.03% Add +0.1% 15,324 $803K
Ritholtz Wealth Management 0.02% Add +73.7% 15,284 $800K
Goelzer Investment Management, Inc. 0.04% Reduce -1.4% 15,268 $800K
Caliber Wealth Management, LLC / KS 0.09% Reduce -19.6% 15,209 $797K
Equitable Trust Co. 0.04% Add +70.6% 15,169 $794K
Barings LLC 0.02% Reduce -54.5% 15,150 $793K
Axecap Investments, LLC 0.52% New 15,132 $792K
Anchor Investment Management, LLC 0.07% Add +2.0% 15,128 $792K
Freestone Capital Holdings, LLC 0.03% Add +0.0% 14,988 $785K
Webster Bank, N. A. 0.08% Reduce -0.3% 14,984 $785K
waypoint wealth counsel 0.39% No change 14,950 $783K
Proficio Capital Partners LLC 0.05% Add +3645.6% 481,866 $782K
Prepared Retirement Institute LLC 0.46% Reduce -3.9% 14,912 $781K
SouthState Bank Corp 0.03% Reduce -8.5% 14,899 $780K
Kathleen S. Wright Associates Inc. 0.30% Add +0.0% 14,818 $776K
Wellington Capital Management, Inc. 1.16% — 14,799 $775K
Vestor Capital, LLC 0.06% Reduce -99.1% 17,136 $775K
Hilltop National Bank 0.20% — 14,727 $771K
Independent Advisor Alliance 0.02% Add +98.2% 14,679 $769K
Investment Partners Asset Management, Inc. 0.53% Add +0.7% 14,637 $767K
Holderness Investments Co. 0.16% Add +4.3% 14,589 $764K
Slow Capital, Inc. 0.09% No change 14,546 $762K
Navis Wealth Advisors, LLC 0.64% Add +0.1% 14,514 $760K
Empirical Asset Management, LLC 0.23% Add +0.3% 14,461 $757K
Financial Life Planners 0.61% Add +1.6% 14,415 $755K
Monograph Wealth Advisors, LLC 0.09% No change 14,345 $751K
Philip James Wealth Mangement, LLC 0.10% Reduce -0.5% 14,326 $750K
Cloud Capital Management, LLC 0.47% Reduce -3.3% 14,439 $749K
Transatlantique Private Wealth LLC 0.28% No change 14,300 $749K
Davies Financial Advisors, Inc. 0.58% Reduce -37.9% 14,285 $748K
Choate Investment Advisors 0.02% No change 14,260 $747K
Viewpoint Capital Management LLC 0.37% No change 14,242 $746K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +13.3% 14,211 $744K
Brown Brothers Harriman & Co. 0.00% Reduce -3.6% 14,210 $744K
Core Wealth Partners LLC 0.38% Reduce -14.6% 14,205 $744K
Second Half Financial Partners, LLC 0.35% Reduce -0.8% 14,159 $742K
Kraft, Davis & Associates, LLC 0.20% Add +19.0% 13,940 $740K
Copia Wealth Management 0.62% Add +106.7% 14,117 $739K
First National Trust Co 0.03% Reduce -14.1% 14,117 $739K
Sterneck Capital Management, LLC 0.37% Reduce -1.2% 14,100 $738K
AdvisorNet Financial, Inc 0.05% Add +16.6% 14,093 $738K
Total Wealth Planning & Management, Inc. 0.63% Add +25.4% 13,998 $733K
Washburn Capital Management, Inc. 0.43% Reduce -39.3% 13,975 $732K
Pictet North America Advisors SA 0.07% No change 13,964 $731K
Guardian Partners Inc. 0.07% Reduce -97.8% 13,886 $728K
WealthBridge Capital Management, LLC 0.18% Reduce -7.7% 13,857 $726K
Obsidian Cio, LLC 0.10% Reduce -39.8% 13,807 $723K
Greenleaf Trust 0.01% Reduce -1.3% 13,705 $718K
Wood Tarver Financial Group, LLC 0.22% Reduce -5.6% 13,710 $717K
Pines Wealth Management, LLC 0.25% Add +5.1% 13,473 $717K
Bulwark Capital Corp 0.60% — 13,680 $716K
Principle Wealth Partners LLC 0.04% Add +6.8% 13,635 $714K
MCF Advisors LLC 0.05% No change 13,634 $714K
Private Wealth Asset Management, LLC 0.09% Add +52.0% 13,615 $713K
KMG Fiduciary Partners, LLC 0.05% Reduce -1.2% 13,470 $705K
Carnegie Lake Advisors LLC 0.28% Add +25.5% 13,423 $703K
Moment Partners, LLC 0.13% Reduce -0.4% 13,406 $702K
Diligent Investors, LLC 0.17% No change 13,313 $697K
First Citizens Bank & Trust Co. 0.01% Add +49.0% 13,299 $696K
Avantax Planning Partners, Inc. 0.02% Add +7.2% 13,255 $694K
Modus Advisors, LLC 0.21% No change 13,233 $693K
Morangie Management LLC 0.60% No change 13,181 $690K
Interchange Capital Partners, LLC 0.16% Reduce -13.9% 13,171 $690K
Central Bank & Trust Co. 0.11% Reduce -0.8% 13,167 $690K
Ignite Planners, LLC 0.12% Add +20.1% 13,115 $689K
Lunt Capital Management, Inc. 0.26% Reduce -42.6% 13,129 $688K
Pettyjohn, Wood & White, Inc. 0.12% Add +1.5% 13,077 $685K
Collaborative Wealth Managment Inc. 0.30% Add +2.9% 13,075 $685K
Embree Financial Group 0.10% Add +8.2% 13,062 $684K
Fourpath Capital Management, LLC 0.11% Add +11.0% 13,032 $682K
GAMMA Investing LLC 0.04% Add +8.0% 12,949 $678K
Y-Intercept (Hong Kong) Ltd 0.02% New 12,925 $677K
JBGlobal.com LLC 0.70% No change 12,921 $677K
Prostatis Group LLC 0.19% Reduce -24.4% 12,913 $676K
Octavia Wealth Advisors, LLC 0.08% Add +0.7% 12,880 $675K
Bragg Financial Advisors, Inc 0.02% Reduce -4.7% 12,777 $669K
L.M. Kohn & Company 0.18% Reduce -1.1% 12,761 $668K
OneAscent Family Office, LLC 0.63% Reduce -6.4% 12,695 $665K
Moneco Advisors, LLC 0.06% Add +20.5% 12,683 $664K
Bank of Hawaii 0.04% No change 12,662 $663K
Charter Oak Capital Management, LLC 0.06% Reduce -28.6% 12,659 $663K
GEM Asset Management, LLC 0.34% Add +3.8% 12,582 $663K
Centennial Bank 0.28% Add +71.4% 12,642 $662K
Meridian Wealth Advisors, LLC 0.10% No change 12,582 $659K
MGB Wealth Management, LLC 0.22% Add +6.2% 12,619 $659K
Caldwell Trust Co 0.07% No change 12,554 $657K
Shulman DeMeo Asset Management LLC 0.16% Reduce -2.0% 12,542 $657K
Key Client Fiduciary Advisors, LLC 0.27% Reduce -4.2% 12,507 $655K
Chilton Capital Management LLC 0.02% Reduce -8.0% 12,494 $654K
Hopwood Financial Services, Inc. 0.51% Reduce -1.6% 12,478 $653K
Pettinga Financial Advisors LLC 0.14% Reduce -30.4% 12,440 $651K
Pure Financial Advisors, LLC 0.01% Add +80.6% 12,407 $650K
Pennsylvania Capital Management Inc. 0.21% New 12,406 $650K
Gratus Wealth Advisors, LLC 0.10% No change 12,391 $649K
Manhattan West Asset Management, LLC 0.15% Reduce -19.1% 12,364 $648K
Atticus Wealth Management, LLC 0.17% Reduce -8.7% 12,342 $646K
TruWealth Advisors, LLC 0.04% Add +0.0% 12,281 $643K
Tactive Advisors, LLC 0.21% — 12,275 $643K
Core Alternative Capital 0.18% Reduce -4.2% 12,270 $643K
Peak Financial Advisors LLC 0.33% Reduce -27.6% 12,265 $642K
TD Asset Management Inc 0.00% Reduce -99.7% 12,244 $641K
1834 Investment Advisors Co. 0.08% No change 12,227 $640K
Condor Capital Management 0.06% Reduce -0.3% 12,215 $640K
Wealth Preservation Advisors, LLC 0.39% Add +0.0% 12,206 $639K
Elgethun Capital Management 0.13% Reduce -1.5% 12,154 $637K
Finward Bancorp 0.50% Reduce -9.0% 12,120 $635K
Tempus Wealth Planning, LLC 0.16% Add +0.0% 12,113 $634K
Allen Capital Group, LLC 0.07% No change 12,105 $634K
Courier Capital LLC 0.04% Add +2.8% 12,097 $633K
Resolute Wealth Advisor, Inc. 0.36% — 12,765 $630K
Kaydan Wealth Management, Inc. 0.21% Reduce -0.0% 11,998 $628K
Old North State Trust, LLC 0.43% No change 12,000 $628K
Cantor Fitzgerald Investment Advisors L.P. 0.04% No change 11,977 $627K
First Wilshire Securities Management Inc. 0.17% No change 11,950 $626K
Brightwater Advisory LLC 0.45% Reduce -0.8% 11,931 $625K
Burford Brothers, Inc. 0.29% Reduce -9.7% 11,923 $624K
Summit X, LLC 0.12% Add +34.8% 11,901 $623K
tru Independence LLC 0.18% Reduce -1.0% 11,895 $623K
Signaturefd, LLC 0.01% Reduce -5.6% 11,883 $622K
James Investment Research, Inc. 0.07% Reduce -0.7% 11,833 $620K
Up Strategic Wealth Investment Advisors LLC 0.48% No change 11,809 $618K
Key Financial Inc 0.12% Add +5.7% 11,791 $618K
Bluesphere Advisors LLC 0.31% Add +21.2% 11,780 $617K
Fortis Capital Advisors, LLC 0.11% Reduce -80.1% 11,747 $615K
Leo Wealth, LLC 0.05% Add +93.5% 11,683 $612K
Milestone Asset Management, LLC 0.13% Reduce -70.3% 11,669 $611K
Modera Wealth Management, LLC 0.01% Add +2.0% 11,598 $607K
Comprehensive Financial Planning, Inc. 0.48% Reduce -0.5% 11,552 $605K
AMJ Financial Wealth Management 0.15% New 11,504 $602K
Acropolis Investment Management, LLC 0.03% Reduce -15.3% 11,495 $602K
Whittier Trust Co. of Nevada Inc. 0.01% No change 11,453 $600K
Empower Advisory Group, LLC 0.00% Reduce -18.1% 11,448 $600K
Greenwood Capital Associates LLC 0.07% Reduce -3.1% 11,444 $599K
Wealthcare Capital Partners, LLC 0.30% Add +0.3% 11,421 $598K
Panoramic Investment Advisors, LLC 0.37% Add +51.1% 11,399 $597K
Legacy Wealth Asset Management, LLC 0.15% No change 11,395 $597K
Coldstream Capital Management Inc. 0.01% Add +6.2% 11,379 $596K
Talisman Wealth Advisors LLC 0.54% Reduce -9.0% 11,367 $595K
Clay Northam Wealth Management, LLC 0.38% Reduce -3.8% 11,355 $595K
OneAscent Financial Services LLC 0.04% Reduce -14.3% 11,273 $593K
Braun Stacey Associates Inc. 0.02% Reduce -5.0% 11,322 $593K
Aurora Private Wealth, Inc. 0.44% Reduce -2.3% 11,309 $592K
Quadrant Capital Group LLC 0.02% Reduce -41.4% 11,248 $589K
Biltmore Family Office, LLC 0.10% No change 11,225 $588K
L & S Advisors Inc 0.07% Reduce -0.7% 11,191 $586K
Elevatus Welath Management 0.20% No change 11,181 $586K
Afg Fiduciary Services Limited Partnership 0.38% Add +7.2% 11,063 $583K
Jackson Hole Capital Partners, LLC 0.11% No change 11,107 $582K
Purkiss Capital Advisors LLC 0.32% Reduce -13.4% 11,101 $581K
Centiva Capital, LP 0.04% Reduce -33.1% 11,100 $581K
RPG Investment Advisory, LLC 0.07% Reduce -50.6% 11,083 $580K
Lake Street Private Wealth, LLC 0.08% Reduce -2.1% 11,058 $579K
American State Bank (Iowa) 0.32% No change 10,984 $575K
Acorns Advisers, LLC 0.00% Add +30.9% 10,978 $575K
Chicago Partners Investment Group LLC 0.02% Add +32.5% 10,819 $574K
HM Payson & Co. 0.01% Reduce -4.3% 10,932 $573K
Hexagon Capital Partners LLC 0.13% Reduce -0.2% 10,931 $572K
Country Trust Bank 0.01% Reduce -3.3% 10,897 $571K
Disciplined Investors, L.L.C. 0.44% Add +2.1% 10,895 $571K
LCNB Corp. 0.20% Add +59.7% 10,702 $560K
Cornerstone Advisory, LLC 0.06% Add +0.3% 10,680 $559K
Cumberland Partners Ltd 0.04% Add +3.7% 10,660 $558K
Procyon Advisors, LLC 0.05% Reduce -50.1% 10,607 $555K
Prestige Wealth Management Group LLC 0.11% Reduce -53.0% 10,460 $548K
Chase Investment Counsel Corp. 0.17% New 10,426 $546K
Brave Asset Management Inc. 0.15% Reduce -91.0% 10,374 $543K
Wealth Advisory Solutions, LLC 0.14% Reduce -2.5% 10,369 $543K
Goodman Advisory Group, LLC 0.18% Reduce -33.2% 10,285 $539K
Seven Springs Wealth Group, LLC 0.14% No change 10,262 $537K
Florida Trust Wealth Management Co 0.02% Add +45.7% 10,228 $536K
MSH Capital Advisors LLC 0.15% Add +4.6% 10,224 $535K
Spartan Planning & Wealth Management 0.46% Add +23.2% 10,218 $535K
Caldwell Sutter Capital, Inc. 0.25% No change 10,217 $535K
Act Two Investors LLC 0.11% No change 10,168 $532K
Wealth Architects, LLC 0.05% Add +2.5% 10,166 $532K
Coyle Financial Counsel LLC 0.14% New 10,143 $531K
Russell Investments Group, Ltd. 0.00% Add +8.2% 10,081 $528K
Southland Equity Partners LLC 0.12% Reduce -7.0% 10,046 $526K
Select Asset Management & Trust 0.18% No change 10,035 $526K
Ahl Investment Management, Inc. 0.35% No change 10,043 $526K
Prelude Capital Management, LLC 0.05% New 10,040 $526K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -11.7% 10,039 $526K
Daymark Wealth Partners, LLC 0.02% Add +8.8% 10,038 $526K
Cascade Financial Partners, LLC 0.06% New 10,029 $525K
Ameliora Wealth Management Ltd. 0.19% No change 10,000 $524K
Drexel Morgan & Co. 0.09% No change 10,000 $524K
Levin Capital Strategies, L.P. 0.05% No change 10,000 $524K
Bedel Financial Consulting, Inc. 0.07% No change 9,974 $522K
Sound View Wealth Advisors Group, LLC 0.04% Add +1.4% 9,962 $522K
Lodestone Wealth Management LLC 0.25% Add +0.2% 9,899 $518K
Severin Investments, LLC 0.49% Add +2.4% 9,898 $518K
Mathes Company, Inc. 0.19% Reduce -8.4% 9,800 $513K
Two West Capital Advisors LLC 0.34% Reduce -16.1% 9,587 $512K
Boreal Capital Management LLC 0.49% — 9,740 $510K
Amplius Wealth Advisors, LLC 0.05% No change 9,723 $509K
Money Concepts Capital Corp. 0.03% Reduce -37.8% 9,719 $509K
Diversified Enterprises, LLC 0.04% Add +0.7% 9,710 $509K
Destination Wealth Management 0.01% Add +0.7% 9,661 $506K
ELCO Management Co., LLC 0.27% Reduce -29.8% 9,655 $506K
Bokf, NA 0.01% Reduce -25.9% 9,650 $505K
YHB Investment Advisors, Inc. 0.04% Reduce -0.2% 9,635 $505K
Richmond Investment Services, LLC 0.11% New 9,628 $504K
Tiller Private Wealth, Inc. 0.19% Add +6.6% 9,559 $501K
Great Lakes Advisors, LLC 0.00% Reduce -2.0% 9,553 $500K
KKM Financial LLC 0.17% No change 9,528 $499K
LongView Wealth Management 0.15% Add +1.5% 9,511 $498K
Compagnie Lombard Odier SCmA 0.01% Reduce -15.2% 9,505 $498K
Milestone Investment Advisors LLC 0.13% No change 9,500 $498K
Range Financial Group LLC 0.20% New 9,494 $497K
Brown Miller Wealth Management, LLC 0.15% No change 9,458 $495K
Insight Wealth Strategies, LLC 0.06% Reduce -95.0% 9,370 $493K
Integral Investment Advisors, Inc. 0.14% Add +1.7% 9,406 $493K
Ameriflex Group, Inc. 0.26% Reduce -84.6% 9,494 $492K
Lanark Financial, Inc. 0.04% Add +8.7% 9,369 $490K
Harmony Asset Management LLC 0.18% Add +90.3% 9,320 $488K
Schmidt P J Investment Management Inc. 0.08% Add +52.4% 9,298 $487K
Royal Capital Wealth Management, LLC 0.32% Add +0.0% 9,294 $487K
Ehrlich Financial Group 0.32% Reduce -63.3% 9,292 $487K
Providence First Trust Co 0.17% Add +4.4% 9,287 $486K
Retirement Income Solutions, Inc. 0.09% Reduce -9.0% 9,265 $485K
Verus Capital Partners, LLC 0.04% Add +0.1% 9,255 $485K
Marex Group Ltd 0.01% Add +67.2% 9,216 $483K
Balefire, LLC 0.10% New 9,174 $480K
Alterna Wealth Management, Inc. 0.38% Reduce -4.6% 9,170 $480K
Raab & Moskowitz Asset Management LLC 0.11% Reduce -9.3% 9,159 $480K
Gerber, LLC 0.34% Add +0.1% 9,140 $479K
Aries Wealth Management 0.13% Reduce -11.4% 9,137 $479K
Tradewinds Capital Management, LLC 0.12% Reduce -98.4% 9,129 $478K
Logan Stone Capital, LLC 0.23% New 9,128 $478K
Aviance Capital Partners, LLC 0.06% Add +0.0% 9,103 $477K
Breed's Hill Capital LLC 0.23% No change 9,100 $477K
Sharkey, Howes & Javer 0.06% Add +15.3% 9,042 $474K
Solutions 4 Wealth, Ltd 0.79% Add +0.3% 9,042 $474K
Betterment LLC 0.00% Reduce -13.7% 9,036 $473K
Winthrop Advisory Group LLC 0.05% Add +32.9% 9,000 $471K
Fortem Financial Group, LLC 0.15% Reduce -19.7% 8,993 $471K
Herold Advisors, Inc. 0.10% Add +6.2% 8,992 $471K
Arlington Trust Co LLC 0.09% No change 8,955 $469K
Strategic Advisors LLC 0.09% Reduce -5.5% 8,915 $467K
Meridian Financial Advisors, LLC 0.30% Add +8.0% 8,913 $467K
Oxford Financial Group, LTD. LLC 0.03% Reduce -12.9% 8,868 $464K
All Terrain Financial Advisors, LLC 0.17% Reduce -0.1% 8,831 $462K
Accurate Wealth Management, LLC 0.07% Reduce -7.5% 8,744 $461K
Optivise Advisory Services LLC 0.24% Add +31.2% 8,787 $460K
Romano Brothers and Company 0.06% Reduce -6.7% 8,787 $460K
RFG - Bristol Wealth Advisors, LLC 0.14% New 8,719 $457K
Capital Advisors Inc. 0.01% Reduce -6.0% 8,684 $455K
VestGen Investment Management 0.33% Reduce -20.1% 8,681 $455K
Mitchell McLeod Pugh & Williams Inc. 0.08% Reduce -11.3% 8,678 $454K
Sender Co & Partners, Inc. 0.13% New 8,662 $454K
HUB Investment Partners, LLC 0.02% New 8,629 $452K
Destiny Capital Corp 0.27% No change 8,615 $451K
Grassi Investment Management 0.04% Reduce -25.0% 8,550 $448K
JMG Financial Group, Ltd. 0.01% No change 8,554 $448K
Journey Strategic Wealth LLC 0.01% Add +10.5% 8,507 $445K
Creegan & Nassoura Financial Group, LLC 0.29% Reduce -2.0% 8,500 $445K
McElhenny Sheffield Capital Management, LLC 0.12% Reduce -97.2% 8,496 $445K
Johnson Financial Group, Inc. 0.02% Reduce -30.6% 8,474 $444K
First Heartland Consultants, Inc. 0.04% Add +4.9% 8,463 $443K
One Wealth Management Investment & Advisory Services, LLC 0.57% No change 8,419 $441K
Mosaic Financial Group, LLC 0.34% Add +0.2% 8,405 $440K
Eldridge Investment Advisors, Inc. 0.09% Reduce -10.3% 8,375 $439K
Sonora Investment Management Group, LLC 0.03% Reduce -2.5% 8,374 $439K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Add +0.6% 8,335 $437K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -6.1% 8,318 $436K
Gallacher Capital Management LLC 0.20% Add +0.7% 8,319 $436K
HMV Wealth Advisors, LLC 0.29% No change 8,311 $435K
Hudson Portfolio Management LLC 0.41% Add +3.4% 8,289 $434K
HCR Wealth Advisors 0.05% Reduce -3.2% 8,218 $430K
Strategic Family Wealth Counselors, L.L.C. 0.12% Reduce -1.9% 8,186 $429K
Comprehensive Financial Consultants Institutional, Inc. 0.14% Add +16.8% 8,180 $428K
Fusion Capital, LLC 0.15% Reduce -6.6% 8,134 $426K
USA Financial Formulas 0.07% Add +13.2% 8,101 $424K
Private Capital Management, LLC 0.04% Reduce -1.5% 8,096 $424K
UMB Bank, n.a. 0.01% Reduce -16.7% 8,067 $422K
Manchester Capital Management LLC 0.06% No change 8,039 $421K
Cowa, LLC 0.16% Add +0.4% 8,029 $420K
NCP Inc. 0.40% Reduce -19.9% 8,028 $420K
III Capital Management 0.08% New 8,000 $419K
Rothschild Investment LLC 0.03% Reduce -5.9% 7,991 $418K
Liberty Wealth Management LLC 0.07% Add +8.0% 7,981 $418K
Formidable Asset Management, LLC 0.07% No change 8,356 $416K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +2.3% 7,943 $416K
GM Advisory Group, LLC 0.02% New 7,940 $416K
Stock Yards Bank & Trust Co. 0.01% Add +72.8% 7,904 $414K
Sebold Capital Management, Inc. 0.25% No change 7,866 $412K
River Wealth Advisors LLC 0.05% Reduce -9.0% 7,863 $412K
Argyle Capital Partners, LLC 0.34% Reduce -45.5% 7,851 $411K
Bouchey Financial Group, Ltd. 0.03% Add +0.9% 7,843 $411K
Barometer Capital Management Inc. 0.11% Reduce -31.5% 7,840 $411K
Vantage Financial Partners, LLC 0.09% Add +7.5% 7,832 $410K
Lighthouse Financial LLC 0.31% No change 7,811 $409K
Tyche Wealth Partners LLC 0.08% Add +1.3% 7,801 $409K
JB Capital LLC 0.02% New 7,779 $407K
Proffitt & Goodson Inc. 0.06% Add +2.3% 7,752 $406K
Waterway Wealth Management, LLC 0.12% Reduce -79.6% 7,749 $406K
Loudon Investment Management, LLC 0.22% No change 7,740 $405K
Richard W. Paul & Associates, LLC 0.15% Reduce -12.1% 7,733 $405K
Summit Trail Advisors, LLC 0.01% No change 7,713 $404K
Coordinated Financial Services, Inc. 0.28% — 7,702 $403K
Register Financial Advisors LLC 0.18% Reduce -0.4% 7,696 $403K
Flputnam Investment Management Co. 0.01% Reduce -15.4% 7,694 $403K
Arvest Bank Trust Division 0.02% New 7,674 $402K
Altfest L J & Co. Inc. 0.05% Reduce -6.8% 7,667 $402K
United Advisor Group, LLC 0.07% Reduce -32.9% 7,647 $400K
Sage Capital Advisors,llc 0.10% Reduce -5.8% 7,636 $400K
Elevated Capital Advisors, LLC 0.11% No change 8,008 $399K
STAR Financial Bank 0.25% Reduce -16.2% 7,610 $399K
Arlington Capital Management, Inc. 0.35% Add +25.4% 7,607 $398K
LifeSteps Financial, Inc. 0.27% Add +0.5% 7,603 $398K
Riverview Capital Advisers, LLC 0.11% No change 7,587 $397K
Patriot Investment Management Group, Inc. 0.03% New 7,586 $397K
Exchange Capital Management, Inc. 0.06% Add +0.2% 7,569 $396K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -0.7% 7,563 $396K
First County Bank 0.21% Reduce -3.3% 7,512 $393K
Richardson Capital Management LLC 0.21% Reduce -1.2% 7,509 $393K
Fiduciary Alliance LLC 0.03% New 7,506 $393K
Opinicus Capital, Inc. 0.30% Add +4.1% 7,473 $391K
Global Assets Advisory, LLC 0.15% Reduce -80.8% 7,430 $391K
Harbor Asset Planning, Inc. 0.37% — 7,461 $391K
Fiduciary Financial Group, LLC 0.07% Reduce -1.3% 7,403 $390K
Sterling Investment Management, LLC 0.26% Reduce -3.9% 7,424 $389K
TigerOak Management, L.L.C. 0.13% No change 7,386 $387K
Addison Advisors LLC 0.10% Reduce -0.1% 7,373 $386K
High Falls Advisors, Inc 0.08% Reduce -3.1% 7,307 $383K
LFA - Lugano Financial Advisors SA 0.23% No change 7,300 $382K
Silvercrest Asset Management Group LLC 0.00% Reduce -19.6% 7,249 $380K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -14.9% 7,223 $378K
Crewe Advisors LLC 0.05% No change 7,217 $378K
IPG Investment Advisors LLC 0.07% Reduce -1.4% 7,211 $378K
Arkos Global Advisors 0.05% No change 7,172 $376K
Arax Advisory Partners 0.02% Add +9.3% 7,144 $374K
Carret Asset Management, LLC 0.04% Reduce -1.2% 7,136 $374K
Voya Financial Advisors, Inc. 0.04% Add +8.7% 7,179 $373K
Continuum Advisory, LLC 0.04% Reduce -4.3% 7,116 $373K
Agate Pass Investment Management, LLC 0.15% No change 7,108 $372K
Aspen Investment Management Inc 0.16% Reduce -1.8% 7,104 $372K
Guyasuta Investment Advisors Inc. 0.02% Reduce -38.8% 7,096 $372K
Lion Street Advisors, LLC 0.11% Reduce -15.6% 7,094 $372K
PUREfi Wealth, LLC 0.30% Reduce -48.6% 7,079 $371K
Wealthspire Retirement, LLC 0.02% New 7,058 $370K
Investment Advisory Services Inc. /TX 0.12% Reduce -3.1% 7,014 $367K
Perennial Advisors, LLC 0.07% Reduce -2.8% 6,998 $366K
Duncker Streett & Co. Inc. 0.07% Add +1.3% 6,992 $366K
FSM Wealth Advisors, LLC 0.06% Add +26.4% 6,948 $366K
Salem Investment Counselors Inc. 0.01% Reduce -0.3% 6,988 $366K
Vista Investment Management 0.14% Reduce -0.3% 6,964 $365K
Smith Thornton Advisors LLC 0.21% Reduce -5.0% 6,958 $364K
Magnolia Capital Management Ltd. 0.29% No change 6,955 $364K
Gradient Investments LLC 0.01% Add +9.6% 6,913 $362K
Evelyn Partners Investment Management (Europe) Ltd 0.13% No change 6,890 $361K
SkyOak Wealth, LLC 0.07% Reduce -33.7% 6,881 $360K
Parsons Capital Management Inc. 0.02% Reduce -7.2% 6,862 $359K
Ancora Advisors LLC 0.01% Add +0.0% 6,839 $358K
Peak Retirement Planning, Inc. 0.14% Add +1.3% 6,832 $358K
Pointe Capital Management LLC 0.19% Reduce -0.3% 6,819 $357K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.3% 6,818 $357K
Iyo Bank, Ltd. 0.14% Reduce -66.7% 6,797 $356K
Black Diamond Financial, LLC 0.05% Reduce -3.9% 6,733 $353K
Mattern Wealth Management LLC 0.07% No change 6,726 $352K
Aull & Monroe Investment Management Corp 0.19% No change 6,709 $351K
First United Bank & Trust 0.12% Reduce -11.0% 6,709 $351K
Clarius Group, LLC 0.02% No change 6,689 $350K
Gradient Capital Advisors, LLC 0.10% Add +0.0% 6,651 $348K
Delta Capital Management LLC 0.20% No change 6,650 $348K
Colonial Trust Co / SC 0.05% Add +43.6% 6,604 $346K
Clarity Capital Advisors, LLC 0.20% No change 6,576 $344K
SFE Investment Counsel 0.06% Add +1.1% 6,576 $344K
CRA Financial Services, LLC 0.05% Reduce -0.7% 6,568 $344K
Hillcrest Wealth Advisors - NY, LLC 0.16% Reduce -36.7% 6,500 $340K
Natixis 0.00% No change 6,500 $340K
Grandview Asset Management LLC 0.11% Add +1.4% 6,502 $340K
Medallion Wealth Advisors, LLC 0.13% Reduce -17.9% 6,443 $339K
Pinnacle Financial Group, LLC / IL 0.11% Reduce -2.3% 6,447 $338K
Titleist Asset Management, LLC 0.03% Reduce -20.3% 6,433 $337K
Main Street Financial Solutions, LLC 0.02% Reduce -4.0% 6,423 $336K
Sonata Capital Group Inc. 0.13% Reduce -0.9% 6,400 $335K
Accredited Investors Inc. 0.02% Reduce -4.0% 6,379 $334K
Cyndeo Wealth Partners, LLC 0.02% Reduce -6.2% 6,377 $334K
Holland Advisory Services, Inc. 0.49% No change 6,370 $334K
International Private Wealth Advisors LLC 0.29% New 6,348 $332K
Fort Point Capital Partners LLC 0.03% Reduce -11.4% 6,322 $331K
Berkshire Asset Management LLC 0.01% No change 6,314 $331K
Wernau Asset Management Inc. 0.37% Reduce -13.7% 6,313 $331K
Strategic Wealth Partners, Ltd. 0.03% — 6,296 $330K
InTrack Investment Management Inc 0.22% Reduce -17.6% 6,279 $329K
BSW Wealth Partners 0.05% Add +0.2% 6,278 $329K
Asset Management Group, Inc. 0.06% Add +0.2% 6,247 $327K
Patron Partners, LLC 0.16% Reduce -39.2% 6,242 $327K
BIP Wealth, LLC 0.02% Reduce -16.6% 6,240 $327K
Axim Planning & Wealth 0.30% Add +42.5% 6,238 $327K
Arbor Investment Advisors, LLC 0.04% No change 6,230 $326K
Second Line Capital, LLC 0.08% Reduce -3.1% 6,222 $326K
Ascentis Independent Advisors 0.06% Reduce -19.3% 6,218 $326K
Arista Wealth Management, LLC 0.04% No change 6,215 $325K
Root Financial Partners, LLC 0.03% Add +44.1% 6,214 $325K
Lokken Investment Group LLC 0.13% Reduce -69.7% 6,203 $325K
Legacy Edge Advisors, LLC 0.04% Reduce -24.2% 6,190 $324K
Hazlett, Burt & Watson, Inc. 0.13% Reduce -22.0% 6,149 $324K
Olympiad Research LP 0.52% New 6,128 $321K
180 Wealth Advisors, LLC 0.04% Add +7.9% 6,119 $320K
Millstone Evans Group, LLC 0.22% Reduce -1.7% 6,113 $320K
Invesco Ltd. 0.00% Add +24.6% 6,104 $320K
McHugh Group, LLC 0.22% No change 6,100 $319K
SlateStone Wealth, LLC 0.03% Reduce -19.9% 6,095 $319K
Independence Bank of Kentucky 0.05% Add +1.7% 6,091 $319K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 6,085 $319K
Seelaus Asset Management LLC 0.29% Reduce -1.4% 6,072 $318K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -84.2% 6,037 $316K
Banque Cantonale Vaudoise 0.01% Reduce -58.5% 5,999 $315K
Acorn Wealth Advisors, LLC 0.12% Add +14.9% 5,996 $314K
Access Financial Services, Inc. 0.12% No change 5,995 $314K
Bluespring Wealth Management, LLC 0.03% Add +1.9% 5,976 $313K
Avestar Capital, LLC 0.02% Reduce -3.1% 5,963 $312K
Spinnaker Investment Group, LLC 0.07% Reduce -3.0% 5,954 $312K
Wealth Effects LLC 0.12% Reduce -36.0% 5,954 $312K
Chapin Davis, Inc. 0.09% Reduce -1.9% 5,936 $311K
American Trust 0.03% New 5,918 $310K
Safeguard Investment Advisory Group, LLC 0.08% Add +4.1% 5,908 $309K
Horrell Capital Management, Inc. 0.13% Add +0.2% 5,883 $308K
McAdam, LLC 0.02% Add +1.7% 5,878 $308K
Eastern Bank 0.01% Add +17.3% 5,876 $308K
Capital Analysts, LLC 0.01% Add +27.0% 5,852 $307K
Fifth Third Wealth Advisors LLC 0.01% Reduce -27.8% 5,855 $307K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -26.5% 5,853 $307K
Friedenthal Financial 0.17% No change 5,841 $306K
Cape Investment Advisory, Inc. 0.11% Add +1.2% 5,841 $306K
Nikulski Financial, Inc. 0.08% Add +27.5% 5,815 $305K
Americana Partners, LLC 0.01% Add +28.9% 5,806 $304K
Beacon Capital Management, LLC 0.04% Reduce -14.4% 5,780 $303K
Arcataur Capital Management LLC 0.09% No change 5,768 $302K
Pekin Hardy Strauss, Inc. 0.03% Reduce -3.0% 5,765 $302K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.21% Reduce -63.6% 5,829 $302K
Athena Investment Management 0.17% Add +6.3% 5,740 $301K
SilverOak Wealth Management LLC 0.06% No change 5,727 $300K
Lionshead Wealth Management, LLC 0.28% No change 5,724 $300K
Omnitrust Wealth Management, Inc 0.35% — 5,589 $300K
Summit Financial Strategies, Inc. 0.03% No change 5,672 $297K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $297K
Arcus Capital Partners, LLC 0.13% Add +0.3% 5,662 $297K
First International Bank & Trust 0.10% No change 5,649 $296K
Wealth Watch Advisors, INC 0.17% Reduce -1.6% 5,596 $293K
SageView Advisory Group, LLC 0.01% Reduce -14.2% 5,521 $293K
Foster Dykema Cabot & Partners, LLC 0.02% No change 5,594 $293K
GC Wealth Management RIA, LLC 0.02% Add +35.6% 5,593 $293K
XY Capital Ltd 0.20% New 5,589 $293K
Denver Wealth Management, Inc. 0.12% Add +15.0% 5,575 $292K
Pine Haven Investment Counsel, Inc 0.23% No change 5,570 $292K
Tripletail Wealth Management, LLC 0.41% — 5,555 $288K
Benedict Financial Advisors Inc. 0.06% Reduce -2.7% 5,461 $286K
Clear Harbor Asset Management, LLC 0.02% Add +24.4% 5,421 $284K
Wealth Alliance Advisory Group, LLC 0.05% No change 5,396 $283K
Nicolet Bankshares Inc. 0.05% No change 5,330 $279K
Shufro Rose & Co. LLC 0.02% No change 5,600 $279K
Dopkins Wealth Management, LLC 0.12% No change 5,305 $278K
Strategies Wealth Advisors, LLC 0.03% Reduce -38.2% 5,302 $278K
Rockbridge Investment Management, LCC 0.03% No change 5,297 $277K
Centerpoint Advisory Group 0.24% Add +8.7% 5,262 $276K
Marion Wealth Management 0.07% Reduce -0.5% 5,262 $276K
Clare Market Investments LLC 0.06% Reduce -18.1% 5,251 $275K
American National Bank & Trust 0.03% Reduce -0.0% 5,250 $275K
Narwhal Capital Management 0.02% No change 5,250 $275K
Farmers National Bank 0.07% No change 5,236 $274K
Flagstone Financial Management 0.08% No change 5,227 $274K
Composition Wealth, LLC 0.00% Reduce -47.4% 5,189 $272K
Patrick M Sweeney & Associates, Inc. 0.19% Add +3.5% 5,099 $271K
Bristlecone Advisors, LLC 0.02% Reduce -51.2% 5,178 $271K
Silver Oak Securities, Incorporated 0.02% Reduce -3.5% 5,156 $270K
Valley Wealth Managers, Inc. 0.02% Add +3.4% 5,155 $270K
Allred Capital Management, LLC 0.10% Add +0.2% 5,160 $270K
Farmers & Merchants Investments Inc. 0.01% No change 5,133 $269K
Oldfather Financial Services, LLC 0.09% Add +20.6% 5,073 $266K
Kapstone Financial Advisors LLC 0.13% Add +2.7% 5,055 $265K
Avalon Capital Management 0.07% No change 5,050 $264K
Mather Group, Llc. 0.00% Add +99.2% 5,050 $264K
Capital Square, LLC 0.14% Reduce -0.9% 5,061 $264K
Orleans Capital Management Corp. 0.14% Add +10.0% 5,040 $264K
Pinnacle Financial Partners Inc 0.01% Add +0.4% 5,040 $264K
Jupiter Wealth Management LLC 0.13% New 5,000 $264K
Integrity Financial Corp 0.13% No change 5,025 $263K
Moloney Securities Asset Management, LLC 0.03% Reduce -89.3% 5,019 $263K
Allegheny Financial Group 0.06% No change 5,018 $263K
West Oak Capital, LLC 0.13% No change 5,015 $263K
SeaBridge Investment Advisors LLC 0.05% Reduce -37.7% 5,013 $263K
FWG Holdings, LLC 0.12% Reduce -0.6% 5,048 $262K
Eisler Capital Management Ltd. 0.01% No change 5,000 $262K
Financial Partners Group, Inc 0.04% Add +0.1% 4,994 $262K
Pinnacle Bancorp, Inc. 0.08% No change 4,986 $261K
Gray Private Wealth, LLC 0.14% Add +0.2% 4,970 $260K
Thompson Siegel & Walmsley LLC 0.00% Add +21.5% 4,945 $259K
Smith Asset Management Co., LLC 0.22% Add +0.1% 4,936 $259K
Pacific Center for Financial Services 0.07% Add +0.2% 4,934 $258K
Peoples Financial Services Corp. 0.13% Reduce -0.2% 4,923 $258K
RiverFront Investment Group, LLC 0.01% New 4,916 $257K
Worth Asset Management, LLC 0.13% Reduce -79.3% 4,914 $257K
Claret Asset Management Corp 0.03% New 4,865 $255K
Quartz Partners, LLC 0.12% New 4,856 $254K
BlueChip Wealth Advisors LLC 0.10% Add +3.0% 4,856 $254K
Round Rock Advisors LLC 0.04% Reduce -11.9% 4,856 $254K
Wulff, Hansen & Co. 0.22% No change 4,855 $254K
Fortis Advisors, LLC 0.16% Reduce -8.5% 4,812 $252K
DRW Securities, LLC 0.02% Reduce -94.0% 4,809 $252K
Glass Jacobson Investment Advisors llc 0.10% Reduce -85.8% 4,807 $252K
Mayflower Financial Advisors, LLC 0.03% Reduce -9.5% 4,790 $251K
Bison Wealth, LLC 0.02% Reduce -14.6% 4,796 $250K
Huntleigh Advisors, Inc. 0.05% Reduce -4.6% 4,769 $250K
Dearborn Partners LLC 0.01% Add +1.4% 4,726 $247K
Cim, LLC 0.03% Reduce -90.9% 4,720 $247K
Integrated Investment Consultants, LLC 0.05% No change 4,698 $246K
Gibbs Wealth Management 0.05% Reduce -0.6% 4,679 $245K
Ironwood Investment Counsel, LLC 0.04% Add +0.0% 4,676 $245K
Sloy Dahl & Holst, LLC 0.03% No change 4,669 $245K
Symphony Financial, Ltd. Co. 0.03% New 4,596 $244K
1ST Source Bank 0.01% Add +7.3% 4,635 $243K
Sawgrass Asset Management LLC 0.03% No change 4,625 $242K
Reliant Investment Partners, LLC 0.21% Reduce -1.2% 4,622 $242K
Orion Capital Management LLC 0.09% Add +0.0% 4,622 $242K
Tortoise Investment Management, LLC 0.02% Reduce -14.5% 4,619 $242K
Wolff Wiese Magana LLC 0.15% Add +1.4% 4,618 $242K
BBR Partners, LLC 0.01% No change 4,601 $241K
Aua Capital Management, LLC 0.14% No change 4,596 $241K
Ballew Advisors, Inc 0.14% New 4,523 $241K
Gries Financial LLC 0.04% Add +10.9% 4,574 $240K
First National Bank & Trust Co. of Newtown 0.05% No change 4,551 $238K
Kathmere Capital Management, LLC 0.02% Add +4.7% 4,515 $236K
Lazari Capital Management, Inc. 0.09% Reduce -3.7% 4,514 $236K
Novem Group 0.03% New 4,499 $236K
May Hill Capital, LLC 0.08% New 4,471 $234K
Clarity Capital Partners LLC 0.08% Reduce -27.7% 4,438 $232K
Resources Management Corp. /CT/ 0.03% Reduce -5.6% 4,433 $232K
Resurgent Financial Advisors LLC 0.13% Reduce -28.1% 4,426 $232K
Jane Street Group, LLC 0.00% Reduce -99.8% 4,418 $231K
LaSalle St. Investment Advisors, LLC 0.06% Add +0.2% 4,414 $231K
Bulltick Wealth Management, LLC 0.06% Reduce -92.7% 4,410 $231K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Add +0.2% 4,398 $230K
Soundwatch Capital LLC 0.04% Add +0.3% 4,232 $230K
Sage Mountain Advisors LLC 0.01% No change 4,388 $230K
Canopy Partners, LLC 0.08% Reduce -0.5% 4,376 $229K
Myecfo, LLC 0.11% Reduce -12.1% 4,355 $228K
Leigh Baldwin & Co., LLC 0.15% No change 4,349 $228K
Helium Advisors LLC 0.14% Add +0.3% 4,349 $228K
Pasadena Private Wealth, LLC 0.04% No change 4,345 $228K
Crux Wealth Advisors 0.10% Add +0.3% 4,340 $227K
National Wealth Management Group, LLC 0.13% New 4,336 $227K
Financial Sense Advisors, Inc. 0.06% Reduce -30.1% 4,313 $226K
Cottage Street Advisors LLC 0.12% Reduce -39.7% 4,311 $226K
Searle & Co. 0.06% Add +2.4% 4,302 $225K
Diversified Portfolios, Inc. 0.02% Reduce -9.5% 4,300 $225K
Sage Capital Management, LLC 0.11% No change 4,293 $225K
Murphy & Mullick Capital Management Corp 0.18% Add +23.0% 4,288 $225K
Fi3 FINANCIAL ADVISORS, LLC 0.08% No change 4,285 $224K
Lewis Asset Management, LLC 0.11% New 4,280 $224K
Sweeney & Michel, LLC 0.08% New 4,289 $224K
Capital Advisors Wealth Management, LLC 0.04% Reduce -2.2% 4,250 $223K
Excalibur Management Corp. 0.08% No change 4,235 $222K
Chicago Capital, LLC 0.01% No change 4,235 $222K
Smith & Howard Wealth Management, LLC 0.06% No change 4,226 $221K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Reduce -0.3% 4,213 $221K
Bearing Point Capital, LLC 0.04% Reduce -13.5% 4,213 $221K
TFB Advisors LLC 0.06% Reduce -10.9% 4,210 $220K
Sunbelt Securities, Inc. 0.02% Reduce -28.4% 4,551 $220K
MWA Asset Management 0.13% Add +0.3% 4,195 $220K
Private Client Services, LLC 0.09% New 4,194 $220K
Milestone Asset Management Group, LLC 0.16% Add +0.2% 4,192 $220K
Portside Wealth Group, LLC 0.03% New 4,179 $219K
Ellevest, Inc. 0.03% Reduce -2.5% 4,175 $219K
Gemmer Asset Management LLC 0.02% No change 4,156 $218K
Global View Capital Management LLC 0.07% Reduce -93.7% 4,143 $217K
Latitude Advisors, LLC 0.11% Reduce -83.2% 4,137 $217K
Traphagen Investment Advisors LLC 0.02% Reduce -0.8% 4,117 $216K
Graves Light Lenhart Wealth, Inc. 0.03% No change 4,116 $216K
Orrstown Financial Services Inc. 0.05% New 4,102 $215K
Yarger Wealth Strategies, LLC 0.11% New 4,100 $215K
Private Wealth Partners, LLC 0.02% New 4,100 $215K
Lantern Wealth Advisors, LLC 0.13% — 4,095 $214K
Quadrant Private Wealth Management, LLC 0.04% New 4,067 $213K
Plotkin Financial Advisors, LLC 0.12% No change 4,065 $213K
Retirement Planning Co of New England, Inc. 0.09% Add +0.3% 4,064 $213K
Beaird Harris Wealth Management, LLC 0.02% No change 4,063 $213K
W Advisors, LLC 0.12% No change 4,059 $213K
Able Wealth Management LLC 0.11% New 4,050 $212K
NorthRock Partners, LLC 0.01% Reduce -1.7% 4,040 $212K
Regatta Capital Group, LLC 0.04% No change 4,021 $211K
Howard Wealth Management, LLC 0.11% New 4,013 $210K
SFG Wealth Management, LLC. 0.13% Reduce -1.6% 4,004 $210K
Thompson Investment Management, Inc. 0.03% No change 4,001 $210K
Ramsey Quantitative Systems 0.21% New 4,000 $209K
2UniFi Bank 0.12% No change 4,000 $209K
Serenus Wealth Advisors, LLC 0.04% New 4,000 $209K
Bollard Group LLC 0.00% Add +0.3% 3,973 $208K
Atlas Brown,Inc. 0.07% New 3,964 $208K
Bridgewater Advisors Inc. 0.02% New 3,921 $207K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -10.4% 3,949 $207K
Smithbridge Asset Management Inc. 0.04% Reduce -14.2% 3,944 $207K
Peak Asset Management, LLC 0.04% New 3,941 $206K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -6.6% 3,941 $206K
Klingman & Associates, LLC 0.01% New 3,940 $206K
Lodestar Private Asset Management LLC 0.02% New 3,939 $206K
GDS Wealth Management 0.01% New 3,929 $206K
Factor Wealth Management LTD 0.06% New 3,914 $205K
Maia Wealth LLC 0.04% New 3,899 $204K
First National Corp. /Ma/ 0.04% New 3,886 $203K
Harbor Investment Advisory, LLC 0.02% Reduce -9.5% 3,873 $203K
Runnymede Capital Advisors, Inc. 0.19% No change 3,872 $203K
BLB&B Advisors, LLC 0.01% Reduce -93.1% 3,861 $202K
Coppell Advisory Solutions LLC 0.02% Reduce -7.5% 3,890 $202K
Capital Advisory Group Advisory Services, LLC 0.07% Reduce -4.9% 3,856 $202K
Savvy Advisors, Inc. 0.01% New 3,850 $202K
Woodstock Corp. 0.02% New 3,843 $201K
Williams & Novak, LLC 0.17% New 3,824 $200K
Brooklyn Investment Group 0.03% Add +92.7% 3,678 $193K
Optimum Investment Advisors 0.08% No change 3,673 $192K
Bartlett & Co. Wealth Management LLC 0.00% Add +20.1% 3,620 $190K
Provident Wealth Management, LLC 0.06% Reduce -11.6% 3,516 $184K
Gables Capital Management Inc. 0.09% Reduce -1.4% 3,505 $184K
HHM Wealth Advisors, LLC 0.02% Reduce -1.4% 3,394 $178K
Dunhill Financial, LLC 0.05% Add +16.3% 3,141 $164K
Blue Bell Private Wealth Management, LLC 0.03% No change 3,136 $164K
Community Bank, N.A. 0.02% No change 3,130 $164K
Avion Wealth 0.04% No change 3,118 $163K
Missouri Trust & Investment Co 0.05% Add +101.6% 3,084 $162K
Nemes Rush Group LLC 0.02% Add +45.9% 3,076 $161K
Twin Peaks Wealth Advisors, LLC 0.05% New 3,060 $161K
Nvwm, LLC 0.04% No change 3,048 $160K
Avalon Trust Co 0.01% New 3,000 $157K
Pension & Wealth Management Advisors, Inc. 0.05% New 2,997 $157K
First Command Advisory Services, Inc. 0.00% Reduce -2.7% 2,930 $153K
Hartford Financial Management Inc. 0.04% No change 2,897 $152K
Barrett & Company, Inc. 0.06% Add +35.2% 2,879 $151K
Rice Partnership, LLC 0.03% Add +14.1% 2,853 $149K
Global Wealth Strategies & Associates 0.04% Reduce -29.4% 2,847 $149K
McIlrath & Eck, LLC 0.02% Add +29.6% 2,829 $148K
DHJJ Financial Advisors, Ltd. 0.05% Add +52.9% 2,792 $146K
Park Square Financial Group, LLC 0.11% Reduce -7.5% 2,791 $146K
Global Trust Asset Management, LLC 0.08% Reduce -3.5% 2,789 $146K
Princeton Global Asset Management LLC 0.02% Add +0.1% 2,600 $136K
Garde Capital, Inc. 0.01% Add +0.1% 2,594 $136K
New Millennium Group LLC 0.07% Reduce -97.6% 2,568 $134K
LMR Partners LLP 0.00% Reduce -98.6% 2,534 $133K
Boyd Watterson Asset Management LLC 0.04% No change 2,506 $131K
Anfield Capital Management, LLC 0.04% No change 2,454 $129K
Perkins Coie Trust Co 0.02% No change 2,407 $126K
Marshall & Sullivan Inc. 0.06% New 2,400 $126K
Sound Income Strategies, LLC 0.01% Reduce -88.5% 2,381 $125K
Bangor Savings Bank 0.01% Reduce -6.4% 2,375 $124K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -1.7% 2,325 $122K
Signature Resources Capital Management, LLC 0.07% Add +1465.5% 2,317 $121K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $121K
Hanson & Doremus Investment Management 0.02% Add +7.2% 2,238 $117K
Cornerstone Planning Group LLC 0.02% Reduce -9.6% 2,213 $114K
Colonial Trust Advisors 0.01% Reduce -18.9% 2,143 $112K
Hollencrest Capital Management 0.00% Add +35.1% 2,139 $112K
Investors Research Corp 0.02% No change 2,086 $109K
ORG Partners LLC 0.02% Add +15.5% 2,059 $108K
Group One Trading LLC 0.00% New 2,042 $107K
Topsail Wealth Management, LLC 0.02% No change 2,000 $105K
Elevation Wealth Partners, LLC 0.04% Add +0.3% 1,984 $104K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $102K
Fairscale Capital, LLC 0.07% No change 1,922 $101K
Angeles Wealth Management, LLC 0.01% No change 1,913 $100K
Winch Advisory Services, LLC 0.02% Add +0.3% 1,909 $100K
Consultiva Wealth Management, Corp. 0.31% No change 1,900 $100K
Rialto Wealth Management, LLC 0.03% Reduce -20.4% 1,900 $100K
Plante Moran Financial Advisors, LLC 0.01% Add +2.1% 1,879 $98K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 1,876 $98K
Berkshire Money Management, Inc. 0.01% New 1,874 $98K
FNY Investment Advisers, LLC 0.04% New 1,838 $96K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +50.5% 1,815 $95K
United Community Bank 0.03% Reduce -10.3% 1,784 $93K
MeadowBrook Investment Advisors LLC 0.08% No change 1,763 $92K
Nalls Sherbakoff Group, LLC 0.07% No change 1,763 $92K
Syntax Research, Inc. 0.06% No change 1,737 $91K
Zions Bancorporation, National Association 0.00% Reduce -51.5% 1,735 $91K
Financial Perspectives, Inc 0.03% No change 1,681 $88K
Oakworth Capital, Inc. 0.01% Reduce -8.3% 1,663 $87K
MPWM Advisory Solutions, LLC 0.06% Reduce -68.9% 1,658 $87K
Indiana Trust & Investment Management Co 0.03% No change 1,649 $86K
Evolution Wealth Management Inc. 0.11% — 1,643 $86K
Barnes Dennig Private Wealth Management LLC 0.10% New 1,560 $82K
Rakuten Securities, Inc. 0.03% Reduce -48.5% 1,528 $80K
Asset Management One Co., Ltd. 0.00% Add +13581.8% 1,505 $79K
Providence Capital Advisors, LLC 0.01% New 1,501 $79K
Briaud Financial Planning Inc 0.03% No change 1,490 $78K
Legacy Bridge, LLC 0.04% No change 1,485 $78K
Future Financial Wealth Managment LLC 0.05% No change 1,470 $77K
Coston, McIsaac & Partners 0.02% No change 1,452 $76K
Truvestments Capital LLC 0.01% Reduce -15.1% 1,404 $74K
TruNorth Capital Management, LLC 0.02% No change 1,361 $71K
Old Second National Bank of Aurora 0.02% No change 1,338 $70K
Founders Capital Management 0.04% Add +0.1% 1,331 $70K
LGT Financial Advisors LLC 0.17% Add +30.0% 1,312 $69K
CGC Financial Services, LLC 0.02% No change 1,280 $67K
Wagner Wealth Management, LLC 0.01% Add +22.2% 1,257 $66K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -19.7% 1,220 $64K
Bare Financial Services, Inc 0.02% No change 1,217 $64K
Scarborough Advisors, LLC 0.01% New 1,214 $64K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,211 $63K
SYM FINANCIAL Corp 0.01% No change 1,183 $62K
MassMutual Private Wealth & Trust, FSB 0.00% Add +57.5% 1,181 $62K
Asset Dedication, LLC 0.00% Add +69.1% 1,143 $60K
Olistico Wealth, LLC 0.03% No change 1,132 $59K
St Germain D J Co. Inc. 0.00% Reduce -59.3% 1,114 $58K
Loomis Sayles & Co. L P 0.00% Reduce -49.0% 1,072 $56K
Covestor Ltd 0.03% Reduce -19.2% 1,025 $54K
Park Place Capital Corp 0.01% Reduce -14.0% 1,015 $53K
Sittner & Nelson, LLC 0.02% No change 1,014 $53K
Trust Co. of Vermont 0.00% Add +3.3% 1,007 $53K
Bellevue Asset Management, LLC 0.03% No change 1,000 $52K
Wellington Shields & Co., LLC 0.01% No change 1,000 $52K
Armor Investment Advisors, LLC 0.02% Reduce -4.9% 978 $51K
RMG Wealth Management LLC 0.01% — 941 $49K
Roxbury Financial LLC 0.05% Add +0.6% 943 $49K
Kiker Wealth Management, LLC 0.03% Reduce -6.2% 938 $49K
Grove Bank & Trust 0.01% No change 931 $49K
Smallwood Wealth Investment Management, LLC 0.03% Add +65.1% 908 $48K
Vermillion Wealth Management, Inc. 0.02% Add +0.8% 904 $47K
Capital Investment Counsel, Inc 0.01% No change 875 $46K
Archer Investment Corp 0.01% Add +0.1% 851 $45K
Dagco, Inc. 0.01% No change 840 $44K
Dynamic Wealth Strategies, LLC 0.03% Reduce -72.0% 823 $43K
Tidemark, LLC 0.01% Reduce -21.8% 814 $43K
Legacies Wealth LLC 0.03% No change 800 $42K
WFA Asset Management Corp 0.02% Add +0.4% 1,005 $41K
First Community Trust NA 0.03% Reduce -1.4% 778 $41K
Heartland Advisors Inc. 0.00% New 770 $40K
Center for Financial Planning, Inc. 0.00% No change 763 $40K
Decker Retirement Planning Inc. 0.02% Reduce -99.5% 740 $39K
Smartleaf Asset Management LLC 0.00% Add +8.3% 730 $38K
Versant Capital Management, Inc 0.01% No change 720 $38K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 720 $38K
Oliver Lagore Vanvalin Investment Group 0.01% — 742 $37K
Financial Network Wealth Advisors LLC 0.04% No change 687 $36K
Cypress Capital Management LLC (WY) 0.04% No change 687 $36K
BankPlus Trust Department 0.01% Add +722.9% 683 $36K
Frazier Financial Advisors, LLC 0.02% Reduce -34.8% 674 $35K
Evelyn Partners Asset Management Ltd 0.01% No change 660 $35K
Kozak & Associates, Inc. 0.01% Add +0.1% 657 $34K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 648 $34K
Redwood Park Advisors LLC 0.03% Add +0.3% 622 $33K
Northwest Capital Management Inc 0.02% No change 610 $32K
Clearstead Trust, LLC 0.01% Add +30.3% 606 $32K
Concord Wealth Partners 0.00% No change 603 $32K
MJT & Associates Financial Advisory Group, Inc. 0.04% No change 600 $31K
West Paces Advisors Inc. 0.01% No change 600 $31K
Quest 10 Wealth Builders, Inc. 0.03% No change 590 $31K
Flagship Wealth Advisors, LLC 0.01% No change 588 $31K
Aventura Private Wealth, LLC 0.01% Add +232.4% 575 $30K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 574 $30K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -70.0% 573 $30K
Bernard Wealth Management Corp. 0.01% Reduce -47.9% 545 $29K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 530 $28K
Valley National Advisers Inc. 0.00% Reduce -80.2% 522 $27K
North Capital, Inc. 0.02% Reduce -9.6% 482 $25K
Investment Research & Advisory Group, Inc. 0.01% Add +0.2% 477 $25K
Tompkins Financial Corp. 0.00% Reduce -60.1% 452 $24K
Vision Financial Markets LLC 0.02% Add +0.2% 438 $23K
Morling Financial Advisors, LLC 0.01% New 431 $23K
SJS Investment Consulting Inc. 0.00% No change 424 $22K
Mascoma Wealth Management LLC 0.01% No change 422 $22K
Hantz Financial Services, Inc. 0.00% New 401 $21K
Access Investment Management LLC 0.01% — 400 $21K
TD Capital Management LLC 0.00% No change 400 $21K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $21K
Highline Wealth Partners LLC 0.01% Reduce -50.9% 392 $21K
Matrix Private Capital Group LLC 0.01% No change 390 $20K
First PREMIER Bank 0.00% Reduce -2.7% 355 $19K
Pacifica Partners Inc. 0.01% Reduce -12.7% 345 $18K
Marathon Trading Investment Management LLC 0.01% Reduce -96.4% 314 $16K
Financial Management Professionals, Inc. 0.00% No change 307 $16K
Rosenberg Matthew Hamilton 0.00% Reduce -55.6% 304 $16K
Chapman Financial Group, LLC 0.01% — 300 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -29.7% 300 $16K
Abound Wealth Management 0.00% No change 292 $15K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 290 $15K
Sierra Ocean, LLC 0.01% No change 283 $15K
Minot DeBlois Advisors LLC 0.01% Reduce -85.4% 273 $14K
Strategic Investment Solutions, Inc. 0.00% Add +0.4% 253 $13K
Private Wealth Management Group, LLC 0.00% Reduce -42.7% 250 $13K
Ballast Advisors LLC 0.00% No change 244 $13K
Crowley Wealth Management, Inc. 0.01% No change 239 $13K
Koesten, Hirschmann & Crabtree, INC. 0.01% New 233 $12K
Centricity Wealth Management, LLC 0.01% No change 226 $12K
Eukles Asset Management 0.00% No change 219 $11K
Van Den Berg Management I, Inc. 0.00% Reduce -18.7% 218 $11K
Godsey & Gibb, Inc. 0.00% Reduce -45.7% 209 $11K
Trust Co. of Toledo NA 0.00% New 207 $11K
Your Advocates Ltd., LLP 0.00% No change 201 $11K
City State Bank 0.00% No change 200 $10K
JNBA Financial Advisors 0.00% Add +53.6% 192 $10K
CNB Bank 0.00% No change 192 $10K
Field & Main Bank 0.00% Reduce -78.7% 190 $10K
Lowe Wealth Advisors, LLC 0.00% No change 180 $9K
WPG Advisers, LLC 0.01% No change 170 $9K
Ascentis Wealth Management, LLC 0.00% No change 166 $9K
Creekmur Asset Management LLC 0.00% New 166 $9K
Morton Brown Family Wealth, LLC 0.00% No change 154 $8K
Tower View Wealth Management LLC 0.00% Reduce -2.5% 153 $8K
Delta Asset Management LLC 0.00% No change 151 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 146 $8K
Glassman Wealth Services 0.00% No change 141 $7K
Transce3nd, LLC 0.00% New 141 $7K
Costello Asset Management, INC 0.00% No change 127 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 121 $6K
Quaker Wealth Management, LLC 0.00% — 115 $6K
Smithfield Trust Co 0.00% New 101 $6K
Rossby Financial, LCC 0.00% Add +28.2% 109 $6K
IAG Wealth Partners, LLC 0.00% New 109 $6K
Accredited Wealth Management, LLC 0.00% No change 100 $5K
Financial Gravity Companies, Inc. 0.00% — 97 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $5K
Cranbrook Wealth Management, LLC 0.00% Reduce -20.2% 95 $5K
Principia Wealth Advisory, LLC 0.00% Add +15.6% 89 $5K
Family Manage LLC 0.00% Reduce -85.9% 82 $4K
WealthTrak Capital Management LLC 0.00% No change 79 $4K
Daiwa Securities Group Inc. 0.00% Add +7.5% 72 $4K
Palouse Capital Management, Inc. 0.00% No change 75 $4K
Mb, Levis & Associates, LLC 0.00% No change 75 $4K
Putney Financial Group LLC 0.00% No change 60 $3K
IFS Advisors, LLC 0.00% No change 60 $3K
Citizens National Bank Trust Department 0.00% Reduce -55.9% 60 $3K
Winthrop Capital Management, LLC 0.00% No change 50 $3K
Atwood & Palmer Inc. 0.00% Reduce -55.1% 57 $3K
Legacy Investment Solutions, LLC 0.00% — 50 $3K
Legacy Wealth Managment, LLC 0.00% Reduce -94.5% 50 $3K
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% No change 29 $2K
Semmax Financial Advisors Inc. 0.00% No change 27 $1K
Compass Financial Services Inc 0.00% No change 20 $1K
Centerpoint Advisors, LLC 0.00% No change 25 $1K
Redmont Wealth Advisors LLC 0.00% No change 10 $536
Albion Financial Group 0.00% No change 10 $524
Hughes Financial Services, LLC 0.00% No change 10 $520
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $367
Raleigh Capital Management Inc. 0.00% Reduce -100.0% 2 $85
Schonfeld Strategic Advisors LLC 0.00% No change 1 $52
FWL Investment Management, LLC 0.00% Reduce -100.0% 1 $44
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.