SS Financial Select SectorXLFETF

13F holders, Q3 2025 (September 30)
1,821holders +14
133new positions
109sold out
10famous investors
$53.86avg. 13F price*

At the end of Q3 2025, 1,821 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 14 from Q2 2025. 133 opened new positions and 109 sold out. The largest holders were JPMorgan Chase & Co. ($7.2B), Bank of America Corp. ($4.6B) and Morgan Stanley ($2.6B). 10 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions133$768.1M
Exits109$488.6M

All 13F filers, Q2 2025 → Q3 2025: 115,311,891 shares bought and 69,149,759 shares sold, net +46,162,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,821 holders

JPMorgan Chase & Co. 0.46% Add +16.4% 133,084,547 $7.2B
Bank of America Corp. 0.34% Add +2.0% 84,741,775 $4.6B
Morgan Stanley 0.15% Add +6.5% 47,415,076 $2.6B
Wells Fargo & Company 0.42% Add +49.4% 38,005,847 $2.0B
LPL Financial LLC 0.38% Add +15.7% 24,158,554 $1.3B
Envestnet Asset Management Inc. 0.34% Add +20.2% 22,039,582 $1.2B
Goldman Sachs Group Inc. 0.16% Add +22.7% 21,062,086 $1.1B
UBS Group AG 0.16% Add +13.5% 15,169,574 $817.2M
Ameriprise Financial Inc. 0.18% Add +23.2% 14,244,098 $767.4M
Raymond James Financial Inc. 0.23% Add +0.2% 13,535,506 $729.2M
Harel Insurance Investments & Financial Services Ltd. 5.52% Reduce -0.0% 11,400,140 $614.1M
Focus Partners Wealth 0.96% Add +1130.6% 10,987,886 $591.9M
Two Sigma Investments, LP 0.94% Add +478.6% 10,814,100 $582.6M
Royal Bank of Canada 0.10% Add +23.8% 10,147,017 $546.6M
PGIM Custom Harvest LLC 8.17% New 10,078,273 $542.9M
Truist Financial Corp. 0.59% Add +0.0% 8,124,031 $437.6M
Janney Montgomery Scott LLC 0.94% Reduce -0.1% 7,362,536 $396.6M
WestEnd Advisors, LLC 7.73% Add +2.6% 6,140,116 $330.8M
Main Management ETF Advisors, LLC 11.63% Add +10.6% 5,829,961 $314.1M
Meitav Investment House Ltd. 4.05% Reduce -1.2% 5,698,036 $306.6M
Osaic Holdings, Inc. 0.41% Add +120.3% 5,381,652 $290.2M
Citigroup Inc. 0.19% Reduce -34.5% 5,204,613 $280.4M
Nissay Asset Management Corp. /Japan 1.37% Add +40.9% 4,593,671 $247.5M
FMR LLC 0.01% Add +4.5% 4,360,889 $234.9M
Susquehanna International Group, LLP 0.32% Reduce -22.2% 4,032,644 $217.2M
MML Investors Services, LLC 0.57% Add +25.6% 3,989,407 $214.9M
Migdal Insurance & Financial Holdings Ltd. 2.12% Add +16.6% 3,647,049 $196.5M
BlackRock, Inc. 0.00% Add +21.3% 3,248,422 $175.0M
Clal Insurance Enterprises Holdings Ltd 1.31% Reduce -21.6% 3,196,000 $172.2M
Provida Pension Fund Administrator 2.86% Add +26.4% 3,044,194 $164.0M
National Bank of Canada 0.18% Add +3.8% 2,939,620 $158.4M
Cetera Investment Advisers 0.18% Add +31.1% 2,872,654 $154.7M
Bank of Nova Scotia 0.26% Reduce -42.4% 2,747,178 $148.0M
Agf Management Ltd. 0.62% Add +22.9% 2,603,263 $140.2M
Natixis 0.73% Add +38407.9% 2,503,015 $134.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.30% No change 2,412,186 $130.5M
Menora Mivtachim Holdings LTD. 0.66% Reduce -0.7% 2,403,942 $129.5M
Cibc World Market Inc. 0.27% Reduce -6.5% 2,393,929 $129.0M
HighTower Advisors, LLC 0.14% Add +1.6% 2,335,856 $125.8M
Stifel Financial Corp. 0.11% Reduce -0.1% 2,328,436 $125.4M
Northern Trust Corp. 0.02% Add +0.1% 2,229,695 $120.1M
Tiff Advisory Services, LLC 24.43% No change 2,178,114 $117.3M
Victory Capital Management Inc. 0.07% Add +3.7% 2,110,596 $113.7M
Capital Investment Advisors, LLC 1.85% Add +107.9% 2,082,844 $112.2M
Millennium Management 0.09% Add +70.8% 2,021,730 $108.9M
Barclays PLC 0.04% Reduce -25.9% 2,011,608 $108.4M
Petredis Investment Advisors LLC 8.40% Reduce -0.3% 1,942,284 $104.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.55% Add +13.4% 1,766,395 $95.2M
Rockefeller Capital Management L.P. 0.19% Add +1.5% 1,764,855 $95.1M
Saudi Central Bank 3.52% No change 1,717,269 $92.5M
J.Safra Asset Management Corp 5.58% Add +3.0% 1,705,859 $91.9M
Signature Estate & Investment Advisors LLC 1.96% Add +1.3% 1,700,560 $91.6M
Wolverine Trading, LLC 1.80% Add +471.5% 1,646,746 $89.1M
Dynasty Wealth Management, LLC 1.17% Add +6.7% 1,622,239 $87.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5.86% No change 1,618,022 $86.9M
Commonwealth Equity Services, LLC 0.11% Reduce -4.5% 1,600,953 $86.2M
Capstone Investment Advisors, LLC 0.89% Add +146.9% 1,550,644 $83.5M
Phoenix Financial Ltd. 0.98% Reduce -51.0% 1,488,411 $80.2M
Captrust Financial Advisors 0.16% Reduce -0.3% 1,478,814 $79.7M
Cambridge Investment Research Advisors, Inc. 0.21% Add +16.5% 1,452,462 $78.2M
Main Management LLC 5.60% Add +4.8% 1,418,309 $76.4M
Bank of Montreal 0.03% Reduce -34.2% 1,309,516 $70.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.53% Reduce -66.9% 1,297,712 $69.8M
PNC Financial Services Group, Inc. 0.04% Reduce -2.5% 1,270,097 $68.4M
US Bancorp \de 0.08% Reduce -1.6% 1,261,807 $68.0M
Gerber Kawasaki Wealth & Investment Management 2.31% Add +16.6% 1,251,067 $67.4M
HSBC Holdings PLC 0.04% Reduce -59.1% 1,235,954 $66.2M
Richard Bernstein Advisors LLC 1.88% Reduce -41.4% 1,226,089 $66.0M
Mercer Global Advisors Inc. 0.10% Add +666.6% 1,165,543 $62.8M
Quotient Wealth Partners, LLC 1.71% Add +2.5% 1,155,778 $62.3M
Capital Fund Management S.A. 0.60% Add +15.6% 1,115,593 $60.1M
Wellington Management Group LLP 0.01% Add +3106.4% 1,074,301 $57.9M
1832 Asset Management L.P. 0.10% Reduce -0.0% 1,054,903 $56.8M
Private Advisor Group, LLC 0.28% Add +8.2% 1,043,008 $56.2M
Qube Research & Technologies Ltd 0.08% Reduce -70.1% 1,018,747 $54.9M
Assetmark, Inc. 0.11% Reduce -13.6% 975,285 $52.5M
Jane Street Group, LLC 0.06% Add +21455.7% 952,331 $51.3M
Swan Global Investments, LLC 2.23% Reduce -14.0% 937,119 $50.5M
Janus Henderson Group PLC 0.02% Reduce -29.1% 922,731 $49.7M
Hudson Bay Capital Management LP 0.34% No change 900,000 $48.5M
KCM Investment Advisors LLC 1.53% Reduce -2.1% 876,740 $47.2M
Park Avenue Securities LLC 0.37% Add +8.2% 876,543 $47.2M
Alps Advisors Inc. 0.26% Reduce -6.5% 874,624 $47.1M
Trek Financial, LLC 2.77% Add +38.0% 863,200 $46.5M
Invictus Private Wealth, LLC 2.88% Add +2.3% 854,459 $46.0M
Toronto Dominion Bank 0.09% Reduce -12.0% 839,390 $45.2M
State Street Corp. 0.00% Reduce -52.0% 838,351 $45.2M
Armstrong Advisory Group, Inc. 3.14% Add +0.3% 827,241 $44.6M
Gradient Investments LLC 0.74% Add +11778.9% 821,185 $44.2M
Cwm, LLC 0.13% Add +13.7% 820,716 $44.2M
Marshall Wace, LLP 0.05% New 798,578 $43.0M
Jones Financial Companies LLLP 0.03% Add +21.1% 791,991 $42.7M
Full Sail Capital, LLC 2.31% Reduce -0.4% 778,041 $41.9M
Yelin Lapidot Holdings Management Ltd. 8.66% No change 765,764 $41.3M
Dakota Wealth Management 0.82% Reduce -2.2% 750,647 $40.4M
D. E. Shaw & Co. 0.03% Reduce -95.3% 731,900 $39.4M
Fifth Third Bancorp 0.12% Add +0.1% 700,779 $37.8M
CSM Advisors, LLC 1.04% No change 688,900 $37.1M
Greenwood Gearhart LLC 2.10% Add +2.4% 676,495 $36.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.29% No change 673,600 $36.3M
Flaharty Asset Management, LLC 4.55% Add +3.1% 664,247 $35.8M
Maven Securities LTD 6.80% Reduce -37.4% 659,677 $35.5M
Affinity Wealth Management LLC 5.16% Add +0.8% 654,626 $35.3M
Equitable Holdings, Inc. 0.26% Add +12.3% 651,912 $35.1M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +37.4% 643,042 $34.6M
Advisory Alpha, LLC 0.95% Add +3.3% 636,875 $34.0M
NewEdge Advisors, LLC 0.15% Add +15.4% 601,091 $32.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.83% Add +22.8% 598,495 $32.2M
BNP Paribas Financial Markets 0.03% Reduce -92.8% 598,308 $32.2M
Evolution Wealth Advisors, LLC 4.15% Reduce -5.5% 573,051 $30.9M
Peapack Gladstone Financial Corp. 0.40% Add +0.1% 568,597 $30.6M
Spire Wealth Management 1.03% Reduce -15.7% 563,548 $30.4M
Trilogy Capital Inc. 1.38% Add +6.3% 554,499 $29.9M
Blair William & Co. 0.08% Add +0.9% 554,152 $29.9M
Krilogy Financial LLC 1.12% Add +21.3% 567,081 $29.8M
Creative Planning 0.02% Add +5.2% 545,140 $29.4M
Mariner, LLC 0.04% Reduce -17.8% 536,328 $28.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.93% No change 537,641 $28.9M
IMZ Advisory Inc 10.59% Add +0.3% 527,877 $28.4M
Integrated Wealth Concepts LLC 0.25% Add +1.9% 512,568 $27.6M
New Harbor Financial Group, LLC 5.57% Add +3.6% 510,406 $27.5M
Spinnaker Trust 1.51% Add +2.5% 505,177 $27.2M
Farther Finance Advisors, LLC 0.41% Add +1211.1% 503,950 $27.1M
111 Capital 5.13% New 502,421 $27.1M
Prudent Investors Network, Inc. 6.55% Add +4.1% 496,642 $26.8M
Cubist Systematic Strategies, LLC 0.37% Add +101.2% 488,105 $26.3M
Vontobel Holding Ltd. 0.08% Add +0.2% 475,084 $25.6M
Sanctuary Advisors, LLC 0.15% Add +8.0% 473,940 $25.5M
Focused Wealth Management, Inc 2.73% Add +2.7% 468,136 $25.2M
Twin Tree Management, LP 1.15% Add +102.8% 455,950 $24.6M
Baird Financial Group, Inc. 0.04% Reduce -7.9% 448,687 $24.2M
Bellwether Advisors, LLC 3.99% Add +7.6% 447,938 $24.1M
Scotia Capital Inc. 0.10% Add +15.1% 446,233 $24.0M
Bar Harbor Wealth Management 1.44% Reduce -0.1% 445,564 $24.0M
Kestra Advisory Services, LLC 0.11% Add +6.6% 434,251 $23.4M
Asset Advisors Investment Management, LLC 2.18% Add +2.7% 426,488 $23.0M
Lakeshore Financial Planning, Inc. 8.48% Add +1.2% 423,944 $22.8M
Wharton Business Group, LLC 0.99% Add +0.4% 422,207 $22.7M
Capital Advantage, Inc. 3.37% Reduce -0.2% 415,477 $22.4M
McKinley Carter Wealth Services, Inc. 1.17% Reduce -1.8% 414,427 $22.3M
Citizens Financial Group Inc. 0.30% Add +0.7% 409,264 $22.0M
IHT Wealth Management, LLC 0.54% Add +7.5% 399,046 $21.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.53% Add +3.4% 398,618 $21.5M
Karpus Management, Inc. 0.68% Reduce -0.1% 398,212 $21.5M
GTS Securities LLC 0.82% Add +351.2% 395,330 $21.3M
Comerica Bank 0.08% Reduce -4.5% 393,611 $21.2M
Corient Private Wealth LP 0.03% Reduce -6.4% 427,782 $21.2M
Robertson Stephens Wealth Management, LLC 0.64% Reduce -12.3% 390,521 $21.0M
Pathstone Holdings, LLC 0.08% Add +0.9% 384,521 $20.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.7% 368,057 $19.8M
WBH Advisory Inc. 1.50% Add +14.6% 365,041 $19.7M
Point72 Asset Management 0.04% Add +78.2% 355,280 $19.1M
HRT Financial LP 0.07% Add +1712.1% 351,016 $18.9M
&partners 0.12% Add +22.9% 346,813 $18.7M
Quantinno Capital Management LP 0.05% Add +36.4% 346,745 $18.7M
Cerity Partners LLC 0.03% Reduce -0.9% 345,916 $18.6M
Rezny Wealth Management, Inc. 4.19% Reduce -0.5% 345,819 $18.6M
Fifth Third Securities, Inc. 1.26% Reduce -7.1% 343,720 $18.5M
Steward Partners Investment Advisory, LLC 0.11% Add +14.0% 341,430 $18.4M
Stillwater Capital Advisors, LLC 2.07% Reduce -0.0% 341,361 $18.4M
Tocqueville Asset Management L.P. 0.26% Reduce -2.1% 337,205 $18.2M
NorthCoast Asset Management LLC 0.07% Add +9.1% 335,995 $18.1M
Atom Investors LP 1.37% Reduce -38.8% 335,143 $18.1M
DAVENPORT & Co LLC 0.10% Add +1.2% 331,758 $17.9M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 328,700 $17.7M
Verition Fund Management LLC 0.11% Reduce -35.0% 327,891 $17.7M
Old National Bancorp 0.29% Reduce -5.1% 317,536 $17.1M
Lido Advisors, LLC 0.07% Reduce -56.2% 315,747 $17.0M
Clarity Financial LLC 1.66% Reduce -2.1% 311,028 $16.8M
Carnegie Investment Counsel 0.31% Reduce -1.5% 309,460 $16.7M
Founders Financial Securities LLC 1.11% Add +23.6% 301,653 $16.3M
Vickerman Investment Advisors, Inc. 3.28% Add +7.3% 300,683 $16.2M
Thrivent Financial for Lutherans 0.03% Reduce -76.4% 300,102 $16.2M
Concurrent Investment Advisors, LLC 0.28% Add +7.0% 298,952 $16.1M
Exchange Traded Concepts, LLC 0.15% Reduce -13.6% 297,389 $16.0M
Ayalon Insurance Comp Ltd. 4.00% Reduce -7.3% 293,449 $15.8M
Royal Fund Management, LLC 1.89% Reduce -26.9% 291,008 $15.7M
Sequoia Financial Advisors, LLC 0.10% Reduce -0.6% 290,164 $15.6M
Innealta Capital, LLC 7.77% Reduce -33.2% 288,737 $15.6M
Bank Hapoalim BM 1.98% Add +1.9% 285,355 $15.4M
Onyx Bridge Wealth Group LLC 1.66% Add +5.0% 283,783 $15.3M
Simon Quick Advisors, LLC 0.69% Add +3.4% 282,766 $15.2M
Aspiriant, LLC 0.46% Add +0.5% 280,560 $15.1M
AlphaStar Capital Management, LLC 1.28% Add +24.7% 275,602 $14.8M
Salomon & Ludwin, LLC 1.33% Add +6.9% 276,093 $14.8M
DRW Securities, LLC 0.76% Add +5577.8% 273,045 $14.7M
MAI Capital Management 0.09% Add +6.5% 271,814 $14.6M
Frisch Financial Group, Inc. 3.38% Add +2.2% 269,731 $14.5M
Forbes J M & Co. LLP 1.20% No change 268,854 $14.5M
Destiny Wealth Partners, LLC 1.77% Add +3.0% 268,115 $14.4M
Keystone Global Partners, LLC 7.35% Add +11.9% 267,713 $14.4M
Flagship Harbor Advisors, LLC 0.62% Reduce -0.7% 266,016 $14.3M
Atria Investments, Inc 0.16% Reduce -6.8% 262,041 $14.1M
Walleye Trading LLC 0.22% New 260,479 $14.0M
Long Run Wealth Advisors, LLC 2.72% Add +4.6% 257,651 $13.9M
Premier Path Wealth Partners, LLC 1.78% Add +4.0% 256,193 $13.8M
Provident Co of the Employees of the Hebrew University LTD 13.65% No change 254,238 $13.7M
Oppenheimer & Co. Inc. 0.16% Add +5.2% 249,885 $13.5M
First Interstate Bank 0.74% Reduce -1.4% 248,735 $13.4M
Systematic Alpha Investments, LLC 0.44% No change 248,410 $13.4M
Prosperity Consulting Group, LLC 0.65% Reduce -2.0% 245,108 $13.2M
Toth Financial Advisory Corp. 1.41% Add +3.8% 242,237 $13.0M
Prospera Financial Services Inc 0.22% Add +42.6% 242,039 $13.0M
Chesley Taft & Associates LLC 0.55% Reduce -6.4% 241,514 $13.0M
Oppenheimer Asset Management Inc. 0.14% Reduce -0.3% 241,056 $13.0M
IFG Advisory, LLC 0.59% Add +10.8% 239,939 $12.9M
Joel Isaacson & Co., LLC 0.46% Add +0.7% 238,569 $12.9M
AlphaCore Capital LLC 0.43% Add +0.5% 238,007 $12.8M
Balyasny Asset Management L.P. 0.03% Reduce -92.2% 237,319 $12.8M
CoreCap Advisors, LLC 0.46% Add +189.4% 235,825 $12.7M
J. Goldman & Co LP 0.47% Reduce -12.3% 232,332 $12.5M
Merit Financial Group, LLC 0.11% Reduce -5.9% 230,246 $12.4M
Cadent Capital Advisors, LLC 3.26% Add +30.2% 228,692 $12.3M
SG Americas Securities, LLC 0.05% Reduce -31.9% 227,385 $12.2M
Mgo One Seven LLC 0.28% Add +4.5% 226,897 $12.2M
Volterra Technologies LP 7.90% Add +115.0% 221,182 $11.9M
Tritonpoint Wealth, LLC 1.02% Reduce -0.8% 219,924 $11.8M
Tamar Securities, LLC 1.35% Add +1.6% 219,280 $11.8M
Busey Bank 0.33% Reduce -2.1% 219,165 $11.8M
Ashton Thomas Private Wealth, LLC 0.30% Add +50.7% 216,775 $11.7M
Horizon Investments, LLC 0.15% Add +42.6% 216,420 $11.7M
Graham Capital Management, L.P. 0.63% New 214,000 $11.5M
Means Investment Co., Inc. 0.97% Add +15.3% 208,672 $11.2M
Independent Financial Group, LLC 0.27% Add +14.6% 206,033 $11.1M
Waterloo Capital, L.P. 0.82% Reduce -1.9% 205,665 $11.1M
Envestnet Portfolio Solutions, Inc. 0.04% Add +25.2% 205,635 $11.1M
Orange Investment Advisors, Inc. 1.15% Add +4.7% 204,284 $11.0M
Chicago Wealth Management, Inc. 4.76% Add +1.2% 202,760 $10.9M
Yarbrough Capital, LLC 0.34% No change 200,000 $10.8M
Arkadios Wealth Advisors 0.26% Reduce -7.6% 199,471 $10.7M
Harbor Capital Advisors, Inc. 0.83% Add +81.0% 199,105 $10.7M
Allianz Asset Management GmbH 0.01% New 193,700 $10.4M
Snowden Capital Advisors LLC 0.28% Add +1.3% 190,680 $10.3M
Crescent Grove Advisors, LLC 0.96% Add +0.0% 185,433 $10.0M
Cresset Asset Management, LLC 0.04% Add +0.8% 185,162 $10.0M
Vaughan David Investments LLC 0.21% Add +16.3% 181,463 $9.8M
Kingswood Wealth Advisors, LLC 0.59% Add +125.4% 181,066 $9.8M
Washington Growth Strategies LLC 6.92% Reduce -0.0% 180,139 $9.7M
Readystate Asset Management LP 0.94% New 180,000 $9.7M
Archford Capital Strategies, LLC 1.15% Reduce -2.7% 179,948 $9.7M
Jmac Enterprises LLC 1.91% Add +1.0% 179,569 $9.7M
United Asset Strategies, Inc. 0.76% Reduce -2.9% 176,338 $9.5M
Compass Wealth Management, LLC 4.21% Add +6.5% 176,270 $9.5M
MMBG Investment Advisors Co. 0.84% Reduce -11.5% 176,219 $9.5M
NTV Asset Management LLC 1.02% Add +1.9% 174,514 $9.4M
Perbak Capital Partners LLP 1.65% Reduce -55.3% 174,435 $9.4M
North Star Investment Management Corp. 0.60% Reduce -0.1% 174,219 $9.4M
Benjamin Edwards Inc. 0.11% Reduce -2.5% 173,796 $9.4M
Jefferies Financial Group Inc. 0.09% Add +31.8% 173,514 $9.3M
Leuthold Group, LLC 1.02% Reduce -11.8% 173,211 $9.3M
Venturi Wealth Management, LLC 0.43% Add +50.2% 171,023 $9.2M
Foronjy Financial LLC 4.02% Add +1.5% 170,401 $9.2M
Strategic Financial Concepts, LLC 1.33% Add +2.7% 169,498 $9.1M
Sigma Planning Corp 0.26% Reduce -6.7% 168,913 $9.1M
Jain Global LLC 0.13% Reduce -68.3% 166,965 $9.0M
Zuckerman Investment Group, LLC 0.84% Reduce -2.8% 166,944 $9.0M
Credit Agricole S A 0.03% — 166,899 $9.0M
Integrated Advisors Network LLC 0.37% Add +5.9% 165,566 $8.9M
Mutual Advisors, LLC 0.20% Add +9.7% 169,384 $8.9M
Essex LLC 1.61% Add +3.2% 165,101 $8.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +145.5% 162,794 $8.8M
Northstar Advisory Group, LLC 3.56% Reduce -50.1% 161,979 $8.7M
5th Street Advisors, LLC 4.32% Add +0.6% 161,893 $8.7M
AMG National Trust Bank 0.21% Reduce -2.1% 161,680 $8.7M
Keel Point, LLC 0.53% Reduce -20.4% 160,962 $8.7M
Ensign Peak Advisors, Inc 0.01% Add +7.1% 160,930 $8.7M
Benchmark Financial Wealth Advisors, LLC 2.60% Add +2.8% 160,083 $8.6M
Cypress Financial Planning LLC 2.64% Add +1.6% 159,921 $8.6M
Quantitative Investment Management, LLC 1.18% Reduce -85.9% 157,580 $8.5M
Compton Financial Group, LLC 2.04% Add +3.0% 157,389 $8.5M
Sierra Capital LLC 0.93% Add +0.0% 156,723 $8.4M
GAMCO Investors 0.08% No change 155,975 $8.4M
Act Wealth Management, LLC 2.94% Add +5.4% 155,716 $8.4M
Venture Visionary Partners LLC 0.29% Reduce -0.1% 155,032 $8.4M
Novare Capital Management LLC 0.63% Reduce -18.4% 154,404 $8.3M
Summit Financial, LLC 0.13% Reduce -25.7% 152,155 $8.2M
TD Waterhouse Canada Inc. 0.05% Add +4.7% 152,488 $8.1M
NorthRock Partners, LLC 0.15% Add +3639.1% 151,061 $8.1M
J.W. Cole Advisors, Inc. 0.15% Add +4.8% 149,722 $8.1M
Sowell Financial Services LLC 0.31% Add +22.9% 148,770 $8.0M
IFP Advisors, Inc 0.21% Add +302.4% 148,353 $8.0M
Advisory Services Network, LLC 0.12% Add +3.9% 147,714 $8.0M
New York Life Investment Management LLC 0.07% Reduce -6.3% 147,415 $7.9M
StoneX Group Inc. 0.34% Add +13.6% 146,638 $7.9M
Banco Santander, S.A. 0.07% Add +7.1% 145,132 $7.8M
Harbour Investments, Inc. 0.18% Reduce -1.8% 144,995 $7.8M
Coastal Bridge Advisors, LLC 0.59% Add +5.2% 144,228 $7.8M
Ameraudi Asset Management, Inc. 4.69% Reduce -11.7% 144,025 $7.8M
Matthew Goff Investment Advisor, LLC 1.30% Add +0.1% 141,746 $7.6M
Stratos Wealth Partners, LTD. 0.09% Reduce -34.7% 140,691 $7.6M
GeoWealth Management, LLC 0.28% Add +47.4% 140,687 $7.6M
Private Wealth Advisors, LLC 2.85% Reduce -2.5% 140,681 $7.6M
Hilltop Holdings Inc. 0.40% Reduce -31.8% 140,301 $7.6M
Kestra Private Wealth Services, LLC 0.10% Reduce -4.7% 139,997 $7.5M
WCG Wealth Advisors LLC 0.47% Reduce -9.4% 139,194 $7.5M
Channel Wealth LLC 1.99% Add +93.7% 138,261 $7.4M
Western Wealth Management, LLC 0.39% Reduce -1.0% 137,771 $7.4M
BlueStem Wealth Partners, LLC 0.85% Add +1.6% 137,553 $7.4M
Bonfire Financial 5.68% Add +3.7% 137,368 $7.4M
Squarepoint Ops LLC 0.02% Reduce -33.5% 136,751 $7.4M
Gladstone Institutional Advisory LLC 0.28% Reduce -35.6% 135,889 $7.3M
O'shaughnessy Asset Management, LLC 0.04% Add +46.5% 134,359 $7.2M
Bailard, Inc. 0.16% Reduce -3.6% 133,691 $7.2M
Madrid Financial Services 4.40% Reduce -22.9% 130,694 $7.0M
WT Wealth Management 1.98% Reduce -2.1% 127,917 $6.9M
AQR Capital Management 0.00% Add +94.9% 127,661 $6.9M
Sharp Wealth Advisory, LLC 3.73% New 127,360 $6.9M
Centaurus Financial, Inc. 0.32% Reduce -6.8% 127,001 $6.8M
Granite Harbor Advisors, Inc. 2.86% Add +0.6% 126,365 $6.8M
Dorsey & Whitney Trust CO LLC 0.36% Add +1.6% 126,014 $6.8M
Cavalier Investments, LLC 2.71% Add +5.5% 146,423 $6.7M
Sharper & Granite LLC 2.40% Add +39.5% 124,510 $6.7M
Game Plan Financial Advisors, LLC 3.07% Add +7.6% 124,506 $6.7M
Aragon Global Management, LP 2.06% No change 124,500 $6.7M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -1.3% 124,244 $6.7M
Sykon Capital LLC 2.22% Add +2.0% 123,679 $6.7M
Transamerica Financial Advisors, LLC 0.55% Add +8.9% 123,430 $6.6M
Transcend Capital Advisors, LLC 0.47% Add +1.2% 123,100 $6.6M
Wela Strategies, Inc. 2.51% Add +1.0% 122,688 $6.6M
OneDigital Investment Advisors LLC 0.07% Add +1.1% 122,259 $6.6M
SteelPeak Wealth, LLC 0.22% Add +6.4% 121,604 $6.6M
Creative Financial Designs Inc. 0.44% Reduce -4.3% 121,007 $6.5M
Beacon Capital Management, Inc. 0.31% New 120,756 $6.5M
RFG Advisory, LLC 0.13% Reduce -6.4% 120,754 $6.5M
TCV Trust & Wealth Management, Inc. 0.54% Add +1.3% 120,698 $6.5M
WASHINGTON TRUST Co 0.21% Add +10.4% 120,192 $6.5M
First Trust Advisors LP 0.00% Reduce -40.5% 118,863 $6.4M
Atlantic Union Bankshares Corp 0.12% Add +0.2% 117,807 $6.3M
HB Wealth Management, LLC 0.04% Add +45.9% 117,354 $6.3M
TD Private Client Wealth LLC 0.14% Add +545.2% 117,002 $6.3M
Aventus Investment Advisors, Inc. 5.35% Reduce -0.9% 116,548 $6.3M
NorthCrest Asset Manangement, LLC 0.15% Add +0.5% 116,682 $6.3M
Bank of New York Mellon Corp 0.00% Reduce -3.8% 115,914 $6.2M
Client First Capital LLC 2.78% Add +0.4% 115,803 $6.2M
Chemung Canal Trust Co. 1.24% Reduce -1.3% 115,734 $6.2M
Foundations Investment Advisors, LLC 0.09% Reduce -15.2% 115,406 $6.2M
Rise Advisors, LLC 2.23% Add +5.6% 115,336 $6.2M
D.A. Davidson & Co. 0.04% Add +2.3% 114,942 $6.2M
Burns J W & Co. Inc. 0.70% Reduce -1.2% 114,468 $6.2M
Stockman Wealth Management, Inc. 0.76% Add +0.3% 114,351 $6.2M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -80.9% 114,219 $6.2M
Brown Advisory Inc. 0.01% Add +7.9% 112,519 $6.1M
Regal Investment Advisors LLC 0.39% Add +39.4% 111,585 $6.0M
Laurel Wealth Advisors LLC 0.84% Add +3.6% 111,473 $6.0M
Mechanics Bank Trust Department 0.84% Reduce -7.4% 111,357 $6.0M
Geneos Wealth Management Inc. 0.15% Add +7.7% 110,965 $6.0M
Stephens Inc. 0.08% Add +2.6% 110,858 $6.0M
Fisher Asset Management 0.00% Add +54.7% 110,635 $6.0M
Advisory Resource Group 1.05% Add +3.5% 108,977 $5.9M
Bessemer Group Inc. 0.01% Add +26.2% 108,088 $5.8M
Baker Avenue Asset Management, LP 0.14% Reduce -9.1% 107,711 $5.8M
AAFMAA Wealth Management & Trust LLC 2.30% Add +1.7% 107,398 $5.8M
Simmons Bank 0.38% Add +0.7% 106,511 $5.7M
Institute for Wealth Management, LLC. 0.59% Reduce -1.5% 105,903 $5.7M
Pallas Capital Advisors LLC 0.21% Add +0.2% 105,874 $5.7M
Ausdal Financial Partners, Inc. 0.28% Add +56.1% 105,522 $5.7M
First Merchants Corp. 0.21% Reduce -9.3% 105,347 $5.7M
Capital Planning Advisors, LLC 0.78% Reduce -5.3% 105,191 $5.7M
Zullo Investment Group, Inc. 2.10% Add +0.9% 105,173 $5.7M
Cooksen Wealth, LLC 4.22% Add +5.7% 104,906 $5.7M
CENTRAL TRUST Co 0.12% Reduce -2.6% 102,557 $5.5M
Mountain Hill Investment Partners Corp. 4.84% Reduce -0.2% 102,550 $5.5M
Massachusetts Wealth Management 2.74% Add +11.1% 102,431 $5.5M
Nwam LLC 0.30% Reduce -0.9% 104,460 $5.5M
Capstone Wealth Management Group LLC 3.51% Reduce -1.1% 101,924 $5.5M
Global Retirement Partners, LLC 0.12% Reduce -25.3% 101,536 $5.5M
New Wave Wealth Advisors LLC 2.10% Reduce -0.9% 100,116 $5.4M
Waverly Advisors, LLC 0.05% Add +19.3% 98,966 $5.3M
Commerce Bank 0.03% Add +0.8% 98,874 $5.3M
Guerra Advisors Inc 1.96% Reduce -31.9% 98,356 $5.3M
Itau Unibanco Holding S.A. 0.18% Reduce -94.0% 98,021 $5.3M
Leicht Financial Planning & Wealth Management, Inc. 2.37% Reduce -0.2% 97,558 $5.3M
Focus Financial Network, Inc. 0.19% Reduce -12.3% 97,499 $5.3M
Midwest Trust Co 0.07% Reduce -3.4% 97,248 $5.2M
Tiaa Trust, National Association 0.01% Reduce -9.0% 97,033 $5.2M
CIBC Private Wealth Group LLC 0.01% Add +4.7% 96,572 $5.2M
Moody LYNN Lieberson & Walker, LLC 0.28% New 96,201 $5.2M
Ellis Investment Partners, LLC 0.94% Add +18.1% 96,184 $5.2M
Martin & Co. Inc. 0.92% Add +0.7% 95,440 $5.1M
U.S. Capital Wealth Advisors, LLC 0.14% Add +5.3% 95,209 $5.1M
Stratos Wealth Advisors, LLC 0.25% Add +8.0% 94,601 $5.1M
Kingsview Wealth Management, LLC 0.08% Reduce -79.0% 93,873 $5.1M
Allworth Financial LP 0.02% Reduce -0.9% 93,773 $5.1M
Tudor Investment Corporation 0.03% Add +36.0% 93,503 $5.0M
Perigon Wealth Management, LLC 0.10% Add +15.4% 92,702 $5.0M
Fourth Dimension Wealth, LLC 1.90% Add +5.0% 92,595 $5.0M
FIL Ltd 0.00% Reduce -2.6% 91,367 $4.9M
IAM Advisory, LLC 1.10% Add +0.4% 91,044 $4.9M
Walleye Capital LLC 0.04% Reduce -32.4% 90,493 $4.9M
Tidal Investments LLC 0.02% Add +0.3% 90,354 $4.9M
Level Four Advisory Services, LLC 0.17% Reduce -20.1% 90,284 $4.9M
Allspring Global Investments Holdings, LLC 0.01% Add +9.6% 90,996 $4.9M
Thor Trading Advisors, LLC 2.46% Add +23.1% 89,907 $4.8M
Clearstead Advisors, LLC 0.07% Add +0.9% 89,630 $4.8M
Renaissance Technologies 0.01% Reduce -84.8% 89,410 $4.8M
Gotham Asset Management 0.02% Add +20.2% 89,153 $4.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.76% No change 88,384 $4.8M
Concentric Capital Strategies, LP 0.23% New 88,382 $4.8M
Orion Porfolio Solutions, LLC 0.04% Add +28.9% 87,610 $4.7M
Schonfeld Strategic Advisors LLC 0.03% Add +8610600.0% 86,107 $4.6M
Principal Securities, Inc. 0.08% Add +141.0% 85,728 $4.6M
Morton Community Bank 1.07% Add +24.8% 88,175 $4.6M
Great Valley Advisor Group, Inc. 0.09% Reduce -1.3% 85,619 $4.6M
Financial Enhancement Group LLC 0.62% Reduce -61.3% 86,150 $4.6M
Pictet Asset Management Holding SA 0.00% No change 84,890 $4.6M
Innova Wealth Partners 2.46% Reduce -9.7% 84,635 $4.6M
Keystone Financial Group 0.35% Add +24.1% 84,588 $4.6M
Darwin Wealth Management, LLC 1.44% Add +5.6% 83,930 $4.5M
Kennicott Capital Management LLC 2.18% Add +6.1% 83,779 $4.5M
Asset Allocation Strategies LLC 0.89% Reduce -32.7% 83,542 $4.5M
City Holding Co. 0.56% Reduce -8.0% 82,983 $4.5M
Capital Wealth Planning, LLC 0.03% Reduce -28.6% 82,736 $4.5M
Nelson Capital Management, LLC 0.53% Add +2.7% 82,616 $4.5M
Ironwood Wealth Management, Inc. 2.04% Add +1.6% 85,245 $4.4M
Peterson Wealth Management 3.08% Reduce -16.8% 82,489 $4.4M
Acima Private Wealth, LLC 1.39% No change 82,253 $4.4M
Victory Financial Group, LLC 0.60% Add +4.6% 80,666 $4.3M
Fox Run Management, L.L.C. 0.67% Reduce -44.2% 80,000 $4.3M
3EDGE Asset Management, LP 0.24% Add +3.8% 79,546 $4.3M
WNY Asset Management, LLC 0.41% Reduce -2.1% 79,796 $4.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.21% Add +1.3% 79,722 $4.3M
FOCUS Wealth Advisors, LLC 2.06% Add +2.7% 79,709 $4.3M
Westside Investment Management, Inc. 0.68% Add +0.2% 78,969 $4.2M
Fiduciary Trust Co 0.05% No change 78,834 $4.2M
Abbot Financial Management, Inc. 1.81% Add +1.7% 78,553 $4.2M
Peddock Capital Advisors, LLC 0.91% Add +3.1% 78,266 $4.2M
Valeo Financial Advisors, LLC 0.10% Reduce -2.4% 86,439 $4.2M
Ledyard National Bank 0.38% Reduce -3.6% 78,065 $4.2M
McCollum Christoferson Group LLC 1.19% Add +2.3% 77,260 $4.2M
Centric Wealth Management 0.93% Add +252.8% 79,470 $4.2M
JFS Wealth Advisors, LLC 0.24% Add +2.5% 77,098 $4.2M
Beacon Pointe Advisors, LLC 0.04% Reduce -20.1% 76,545 $4.1M
Rockland Trust Co. 0.17% Reduce -0.1% 76,500 $4.1M
Comprehensive Wealth Management, LLC 2.92% Add +26.9% 76,416 $4.1M
Retirement Planning Group, LLC / NY 3.07% Reduce -0.8% 76,153 $4.1M
Herbst Group, LLC 2.55% Add +198.2% 76,104 $4.1M
Joseph P. Lucia & Associates, LLC 1.55% Add +10.2% 76,049 $4.1M
Sig Brokerage, LP 1.03% Add +1.3% 76,048 $4.1M
Warner Financial, Inc. 1.53% Add +0.3% 76,001 $4.1M
Private Advisory Group LLC 0.36% Add +10.8% 75,994 $4.1M
Trust Co 0.41% Add +4.8% 75,269 $4.1M
Clarus Wealth Advisors 1.78% Add +4.1% 75,081 $4.0M
Madison Park Capital Advisors, LLC 3.29% Add +375.6% 74,339 $4.0M
Patton Albertson Miller Group, LLC 0.48% Reduce -12.2% 73,549 $4.0M
M&T Bank Corp 0.01% Reduce -11.9% 72,729 $3.9M
Cornerstone Wealth Management, LLC 0.21% Reduce -3.0% 72,253 $3.9M
Evercore Wealth Management, LLC 0.06% Reduce -0.7% 72,121 $3.9M
Tucker Asset Management LLC 1.17% Reduce -15.7% 72,034 $3.9M
First National Bank of Hutchinson 2.05% Add +4.7% 71,864 $3.9M
Flow Traders U.S. LLC 0.16% New 71,828 $3.9M
Vivid Wealth Management, LLC 1.54% Reduce -9.8% 71,718 $3.9M
Quantessence Capital LLC 1.22% Add +224.8% 71,707 $3.9M
Stevens Capital Management LP 0.51% New 71,476 $3.9M
Brandywine Oak Private Wealth LLC 0.33% Reduce -0.9% 71,428 $3.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.22% Add +21.3% 71,100 $3.8M
Dynamic Advisor Solutions LLC 0.11% Add +149.0% 70,920 $3.8M
BigSur Wealth Management LLC 0.94% No change 70,870 $3.8M
Strategic Financial Partners, Ltd. 1.74% Add +0.6% 70,701 $3.8M
Bedell Frazier Investment Counselling, LLC 0.78% New 70,604 $3.8M
Measured Wealth Private Client Group, LLC 1.02% Reduce -3.7% 70,275 $3.8M
Invst, LLC 0.43% Add +70.2% 69,952 $3.8M
First Financial Bank - Trust Division 0.32% Add +3.8% 69,929 $3.8M
Cary Street Partners Financial LLC 0.10% Reduce -6.4% 69,859 $3.8M
Banque Pictet & Cie SA 0.04% Add +3.8% 69,142 $3.7M
Fagan Associates, Inc. 0.51% Reduce -1.2% 68,921 $3.7M
Glenmede Investment Management, LP 0.02% Reduce -3.0% 68,641 $3.7M
Howe & Rusling Inc. 0.25% Add +168.2% 68,306 $3.7M
Insigneo Advisory Services, LLC 0.26% Add +5.0% 67,845 $3.7M
Colton Groome Financial Advisors, LLC 1.12% Reduce -2.2% 67,679 $3.6M
Cullen/Frost Bankers, Inc. 0.04% Add +0.2% 67,658 $3.6M
Narus Financial Partners, LLC 0.99% Reduce -0.4% 67,499 $3.6M
Kovack Advisors, Inc. 0.34% Add +3.4% 67,378 $3.6M
RDA Financial Network 0.89% Add +13.4% 67,275 $3.6M
Arrow Investment Advisors, LLC 3.98% Reduce -5.7% 66,847 $3.6M
Chesapeake Wealth Management 1.09% Add +4.8% 66,580 $3.6M
Maxele Advisors, LLC 3.09% Reduce -0.1% 66,535 $3.6M
Activest Wealth Management 0.72% Add +5.5% 66,462 $3.6M
CreativeOne Wealth, LLC 0.09% Reduce -4.2% 65,925 $3.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -28.9% 65,172 $3.5M
TCTC Holdings, LLC 0.10% No change 65,154 $3.5M
Polymer Capital Management (HK) LTD 0.49% Reduce -26.1% 65,063 $3.5M
Relyea Zuckerberg Hanson LLC 0.37% Add +36.0% 64,798 $3.5M
Paragon Financial Partners, Inc. 2.19% Add +0.2% 64,470 $3.5M
Elevation Point Wealth Partners, LLC 0.24% Reduce -31.1% 64,399 $3.5M
B. Riley Wealth Advisors, Inc. 0.17% Reduce -10.2% 64,232 $3.5M
Choreo, LLC 0.04% Reduce -1.6% 63,759 $3.4M
Financial Freedom, LLC 1.71% Reduce -3.3% 63,757 $3.4M
Magnus Financial Group LLC 0.27% Add +28.8% 63,681 $3.4M
Belpointe Asset Management LLC 0.13% Reduce -16.4% 63,020 $3.4M
MontVue Capital Management, Inc. 2.27% Reduce -6.1% 62,801 $3.4M
Wealthspire Advisors, LLC 0.02% Add +4.8% 62,725 $3.4M
Oak Family Advisors, LLC 1.09% Add +32.0% 62,546 $3.4M
Greenwich Wealth Management LLC 0.17% Reduce -1.9% 62,239 $3.4M
Bfsg, LLC 0.33% Reduce -0.5% 62,210 $3.4M
Visionary Wealth Advisors 0.15% Add +2.8% 61,464 $3.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -2.2% 61,260 $3.3M
Wealthedge Investment Advisors, LLC 1.25% Add +52.9% 61,158 $3.3M
O'Dell Group, LLC 0.71% Reduce -0.5% 61,018 $3.3M
Deutsche Bank AG 0.00% No change 61,002 $3.3M
Eisler Capital Management Ltd. 0.07% Add +1113.8% 60,691 $3.3M
United Capital Financial Advisors, LLC 0.02% Reduce -5.7% 60,895 $3.3M
VCI Wealth Management LLC 0.99% Add +47.2% 60,838 $3.3M
Pine Valley Investments Ltd Liability Co 0.17% Add +12.3% 60,794 $3.3M
Laraway Financial Advisors Inc 2.22% Add +2.0% 60,442 $3.3M
Lionsbridge Wealth Management LLC 3.19% Add +1.8% 60,082 $3.2M
Corsicana & Co. 1.81% — 59,949 $3.2M
Clark Financial Services Group Inc. 1.71% Reduce -0.2% 59,859 $3.2M
Sandbox Financial Partners, LLC 0.92% Add +11.9% 59,825 $3.2M
Telos Capital Management, Inc. 0.31% Add +0.3% 59,757 $3.2M
Obsidian Personal Planning Solutions LLC 1.11% Add +8.4% 61,133 $3.2M
Teamwork Financial Advisors, LLC 0.35% Add +15.0% 59,429 $3.2M
Associated Banc-Corp 0.08% Reduce -2.0% 59,366 $3.2M
Wealthfront Advisers LLC 0.01% Add +4.4% 59,240 $3.2M
PFG Advisors 0.13% Add +11.4% 59,054 $3.2M
Corrado Advisors, LLC 1.70% Add +5.3% 58,851 $3.2M
ARS Investment Partners, LLC 0.21% Add +17.8% 58,767 $3.2M
Butensky & Cohen Financial Security, Inc. 0.88% Add +1.1% 58,670 $3.2M
Orca Investment Management, LLC 2.59% Reduce -0.5% 58,626 $3.2M
HBW Advisory Services LLC 0.35% Add +4.2% 58,548 $3.2M
RPg Family Wealth Advisory, LLC 0.69% Reduce -5.7% 58,280 $3.1M
WP Advisors, LLC 0.79% Add +0.3% 57,876 $3.1M
Keybank National Association 0.01% Reduce -2.7% 57,605 $3.1M
Midwest Professional Planners, LTD. 0.75% Reduce -1.2% 57,006 $3.1M
Rehmann Capital Advisory Group 0.17% Add +4.1% 56,811 $3.1M
Constitution Capital LLC 1.43% Add +0.1% 56,641 $3.1M
Realta Investment Advisors 1.02% Add +1.4% 56,592 $3.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Add +1.5% 56,298 $3.0M
Counterweight Ventures, LLC 1.76% Add +64.5% 56,022 $3.0M
Bay Rivers Group 1.27% Reduce -0.3% 55,947 $3.0M
One Charles Private Wealth Services, LLC 0.79% Add +5.0% 55,742 $3.0M
M3 Advisory Group, LLC 1.87% Add +1.8% 55,734 $3.0M
Bramshill Investments, LLC 0.20% Add +5.7% 55,500 $3.0M
SMI Advisory Services, LLC 0.56% New 55,424 $3.0M
Wedbush Securities Inc. 0.10% Add +2.7% 55,202 $3.0M
Caprock Group, LLC 0.07% — 54,808 $3.0M
CX Institutional 0.09% Reduce -7.6% 54,883 $3.0M
Mission Wealth Management, LP 0.06% Add +0.0% 54,483 $2.9M
Bradley Foster & Sargent Inc. 0.04% Add +0.2% 54,371 $2.9M
Ameritas Advisory Services, LLC 0.19% Add +17.6% 53,508 $2.9M
Intrua Financial, LLC 0.34% Add +6.5% 53,447 $2.9M
Capital Advisors, Ltd. LLC 0.32% Add +9.6% 53,377 $2.9M
Abound Financial, LLC 1.15% Reduce -0.2% 53,112 $2.9M
Harrell Investment Partners, LLC 0.67% Reduce -3.6% 53,018 $2.9M
PCG Asset Management, LLC 2.29% Reduce -0.6% 52,931 $2.9M
Pinnacle Associates Ltd. 0.04% Add +19.0% 52,898 $2.8M
EWG Elevate Inc. 0.89% Reduce -34.8% 52,699 $2.8M
Everstar Asset Management, LLC 1.60% Reduce -5.0% 52,541 $2.8M
Jacobi Capital Management LLC 0.17% Add +4.7% 52,025 $2.8M
Janney Capital Management LLC 0.17% Reduce -1.9% 51,971 $2.8M
Diversify Advisory Services, LLC 0.09% Add +27.4% 53,641 $2.8M
Apexium Financial, LP 0.14% Add +0.6% 51,803 $2.8M
Moors & Cabot, Inc. 0.12% Add +3.3% 51,530 $2.8M
Zhang Financial LLC 0.11% Add +5.3% 51,291 $2.8M
Brighton Jones LLC 0.07% Add +1.0% 51,235 $2.8M
Simplicity Wealth,LLC 0.16% Reduce -41.6% 51,233 $2.8M
Y.D. More Investments Ltd 0.16% Reduce -3.8% 51,075 $2.8M
Brookstone Capital Management 0.03% Add +36.8% 50,958 $2.7M
Johnson Investment Counsel Inc. 0.02% Reduce -1.6% 50,823 $2.7M
GFS Advisors, LLC 0.35% Reduce -4.0% 50,721 $2.7M
Calton & Associates, Inc. 0.40% Reduce -0.7% 49,850 $2.7M
Rovin Capital /Ut/ 0.74% Reduce -2.3% 49,682 $2.7M
Apollon Financial, LLC 0.45% Add +12.3% 49,578 $2.7M
SHUTTLEWORTH & Co 2.42% — 49,514 $2.7M
International Assets Investment Management, LLC 0.21% No change 50,613 $2.7M
CWC Advisors, LLC. 1.30% Reduce -1.4% 49,298 $2.7M
Next Level Private LLC 0.77% Add +0.3% 49,279 $2.6M
Dimension Capital Management LLC 0.38% Add +0.5% 49,097 $2.6M
CFC Planning Co LLC 2.22% Add +24.8% 49,057 $2.6M
High Note Wealth, LLC 0.53% Reduce -12.9% 49,013 $2.6M
Okabena Investment Services Inc. 0.51% Add +2.4% 48,565 $2.6M
St. Johns Investment Management Company, LLC 1.11% Add +3.0% 48,549 $2.6M
Brown Financial Advisors 0.96% New 48,471 $2.6M
Beacon Financial Group 0.26% Reduce -1.0% 48,310 $2.6M
Fairvoy Private Wealth, LLC 0.59% Add +4.2% 47,923 $2.6M
Dorsey Wright & Associates 0.58% Reduce -0.1% 47,912 $2.6M
Natixis Advisors, LLC 0.00% Add +4.6% 47,807 $2.6M
Brick & Kyle, Associates 0.95% Add +0.1% 47,537 $2.6M
World Investment Advisors 0.05% Add +0.8% 47,479 $2.6M
Synovus Financial Corp. 0.03% Reduce -0.3% 47,392 $2.6M
Fiduciary Group, LLC 0.22% Add +7.2% 47,326 $2.5M
Highland Capital Management, LLC 0.13% Reduce -0.4% 46,751 $2.5M
AE Wealth Management LLC 0.02% Add +11.1% 46,708 $2.5M
DT Investment Partners, LLC 0.21% No change 46,546 $2.5M
10Elms LLP 2.59% Reduce -1.7% 46,463 $2.5M
Signal Advisors Wealth, LLC 0.23% Reduce -73.7% 46,281 $2.5M
CMG Global Holdings, LLC 1.22% Add +8.0% 46,701 $2.5M
Crews Bank & Trust 0.36% Reduce -3.0% 46,062 $2.5M
Turtle Creek Wealth Advisors, LLC 0.22% Reduce -1.0% 46,061 $2.5M
Donald L. Hagan, LLC 1.21% Add +45.8% 45,800 $2.5M
Planwiser Financial, LLC 1.95% Reduce -17.4% 46,982 $2.5M
First Bancorp, Inc 1.30% Reduce -0.6% 45,339 $2.4M
Redwood Financial Network Corp 1.55% Reduce -5.5% 45,327 $2.4M
Brueske Advisory Services, LLC 1.33% Add +10.8% 45,204 $2.4M
Capital Investment Counsel, LLC 0.36% Add +12.2% 45,152 $2.4M
Regions Financial Corp. 0.02% Reduce -6.3% 45,120 $2.4M
Camelot Technology Advisors, Inc. 1.94% Reduce -1.9% 44,876 $2.4M
Beaumont Financial Advisors, LLC 0.16% Reduce -10.7% 44,827 $2.4M
Hall Capital Management Co. Inc. 0.95% Add +0.2% 44,817 $2.4M
RiverGlades Family Offices LLC 1.46% Reduce -2.5% 44,267 $2.4M
Win Advisors, Inc. 1.16% Reduce -15.9% 44,255 $2.4M
Estate Counselors, LLC 0.20% Add +31.2% 43,927 $2.4M
Ciovacco Capital Management LLC 1.18% Reduce -3.2% 43,675 $2.4M
Perennial Investment Advisors, LLC 0.19% Add +17.9% 43,662 $2.4M
Apollon Wealth Management, LLC 0.04% Add +1.4% 43,655 $2.4M
Boltwood Capital Management 0.62% Add +2.3% 43,512 $2.3M
Circle Wealth Management, LLC 0.05% Add +16.1% 43,213 $2.3M
Rockingstone Advisors LLC 1.15% Reduce -0.6% 43,143 $2.3M
Meridian Wealth Management, LLC 0.09% Add +8.7% 43,524 $2.3M
Campbell Capital Management Inc. 0.88% New 42,501 $2.3M
Garden State Investment Advisory Services LLC 0.58% Reduce -2.2% 42,456 $2.3M
Two Sigma Securities, LLC 0.34% Reduce -38.7% 42,303 $2.3M
Intrepid Financial Planning Group LLC 0.87% Reduce -0.4% 42,187 $2.3M
NewEdge Wealth, LLC 0.03% Reduce -4.0% 42,933 $2.3M
Dai-ichi Life Holdings, Inc. 2.18% Reduce -7.1% 41,800 $2.3M
Court Place Advisors, LLC 0.68% Add +0.0% 41,697 $2.2M
WealthPLAN Partners, LLC 0.34% Add +1.0% 41,689 $2.2M
Advisor OS, LLC 0.19% Add +4.3% 41,446 $2.2M
Quattro Financial Advisors LLC 0.70% Reduce -2.4% 41,285 $2.2M
Absolute Capital Management, LLC 0.95% Add +85.8% 41,133 $2.2M
Private Trust Co. NA 0.20% Add +10.2% 41,131 $2.2M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -5.2% 40,925 $2.2M
PFG Investments, LLC 0.11% Add +10.4% 40,865 $2.2M
Kanawha Capital Management LLC 0.15% Reduce -0.8% 40,805 $2.2M
Plimoth Trust Co. LLC 0.49% Reduce -6.1% 40,445 $2.2M
Accel Wealth Management 0.63% Add +3.1% 40,433 $2.2M
E&G Advisors, LLC 0.51% Add +2.5% 40,422 $2.2M
Crumly & Associates Inc. 0.47% Add +3.1% 40,272 $2.2M
Park Edge Advisors, LLC 0.49% Add +1.3% 39,642 $2.1M
Whitaker-Myers Wealth Managers, LTD. 0.47% Add +55.3% 39,615 $2.1M
Marshall Investment Management, LLC 1.11% New 38,811 $2.1M
Maridea Wealth Management LLC 0.32% New 39,366 $2.1M
Parallel Advisors, LLC 0.04% Reduce -1.1% 38,575 $2.1M
Cornerstone Wealth Group, LLC 0.14% New 38,490 $2.1M
Ieq Capital, LLC 0.01% Add +17.0% 38,471 $2.1M
Symmetry Partners, LLC 0.23% Reduce -62.7% 38,439 $2.1M
Evoke Wealth, LLC 0.04% Add +2.9% 38,425 $2.1M
Centennial Bank 0.81% Add +203.2% 38,336 $2.1M
Windsor Capital Management, LLC 0.57% Add +2.2% 38,307 $2.1M
Founders Financial Alliance, LLC 0.39% Reduce -11.1% 38,284 $2.1M
MTM Investment Management, LLC 0.65% Reduce -0.1% 38,204 $2.1M
Avior Wealth Management, LLC 0.07% Reduce -10.6% 38,148 $2.1M
Fearless Solutions, LLC dba Best Invest 1.31% Add +9.5% 38,048 $2.0M
WealthShield Partners, LLC 0.23% Reduce -3.9% 37,944 $2.0M
Collier Financial 1.53% — 37,727 $2.0M
Bleakley Financial Group, LLC 0.05% Add +10.0% 37,695 $2.0M
Schnieders Capital Management, Llc. 0.33% — 37,536 $2.0M
Aptus Capital Advisors, LLC 0.02% Add +1.4% 37,514 $2.0M
Wealthgarden F.S. LLC 1.43% Add +25.8% 37,941 $2.0M
Miller Investment Management, LP 0.20% No change 37,042 $2.0M
KFA Private Wealth Group, LLC 0.57% Reduce -4.0% 36,867 $2.0M
Contravisory Investment Management, Inc. 0.38% Add +1.6% 36,851 $2.0M
Montag A & Associates Inc. 0.09% Reduce -9.0% 36,324 $2.0M
Golden State Wealth Management, LLC 0.21% Add +0.4% 36,092 $1.9M
University of Texas/Texas Am Investment Management Co. 0.28% Add +24.8% 36,073 $1.9M
McGuire Investment Group, LLC 0.22% Reduce -0.3% 36,030 $1.9M
Fulcrum Equity Management 1.97% Reduce -1.2% 36,021 $1.9M
Hansen & Associates Financial Group, Inc. 0.81% New 36,404 $1.9M
Alerus Financial NA 0.10% Reduce -38.6% 35,825 $1.9M
JBR Co Financial Management Inc 0.82% Add +4.4% 35,771 $1.9M
VestGen Advisors, LLC 0.06% Add +46.7% 35,692 $1.9M
Brookwood Investment Group LLC 0.25% Add +1.8% 35,660 $1.9M
Wealthcare Advisory Partners LLC 0.04% Add +5.2% 35,591 $1.9M
LM Advisors LLC 0.28% Add +4.7% 35,520 $1.9M
Monetary Management Group Inc. 0.44% Reduce -0.6% 35,225 $1.9M
CWA Asset Management Group, LLC 0.07% Reduce -3.0% 35,031 $1.9M
Floyd Financial Group LLC 1.40% New 35,769 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Add +30.7% 35,058 $1.9M
Founders Grove Wealth Partners, LLC 0.44% Reduce -0.6% 34,467 $1.9M
Moneta Group Investment Advisors LLC 0.01% Reduce -4.6% 34,148 $1.8M
Cladis Investment Advisory, LLC 1.05% Add +1.0% 34,146 $1.8M
Patten & Patten Inc. 0.11% Add +2.0% 34,131 $1.8M
Alexis Investment Partners, LLC 0.16% Add +36.1% 33,948 $1.8M
Howard Capital Management Group, LLC 0.12% Reduce -3.1% 33,958 $1.8M
Glen Eagle Advisors, LLC 0.25% Add +5.8% 33,607 $1.8M
Essex Financial Services, Inc. 0.11% Reduce -3.3% 33,552 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.0% 33,343 $1.8M
Ironwood Financial, llc 0.32% Add +8.6% 33,301 $1.8M
Stapp Wealth Management, PLLC 2.38% Add +0.6% 32,901 $1.8M
Rik Saylor Financial, Inc. 1.29% Reduce -0.3% 32,850 $1.8M
Kingstone Capital Partners Texas, LLC 1.02% Add +10.3% 32,773 $1.8M
Bank of Marin 1.24% Reduce -8.3% 32,590 $1.8M
Next Capital Management LLC 0.58% Add +0.3% 32,532 $1.8M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -10.8% 32,345 $1.7M
Sigma Investment Counselors Inc. 0.09% Reduce -2.8% 32,244 $1.7M
Watts Gwilliam & Co., LLC 0.28% Add +0.0% 32,128 $1.7M
Macquarie Group Ltd. 0.00% New 32,121 $1.7M
LJI Wealth Management, LLC 0.30% Reduce -4.2% 32,111 $1.7M
NWF Advisory Services Inc. 0.19% Add +6.3% 32,094 $1.7M
Pursue Wealth Partners LLC 0.95% Add +1.0% 32,072 $1.7M
EverSource Wealth Advisors, LLC 0.07% Add +0.5% 32,054 $1.7M
Crestwood Advisors Group, LLC 0.03% Reduce -9.3% 32,026 $1.7M
Ingalls & Snyder LLC 0.06% Reduce -7.2% 31,938 $1.7M
Country Club Bank 0.10% Reduce -4.1% 31,769 $1.7M
Intellectus Partners, LLC 0.33% Reduce -0.6% 31,920 $1.7M
Successful Portfolios LLC 1.00% Reduce -0.1% 31,707 $1.7M
First Horizon Corp. 0.08% — 31,706 $1.7M
One Capital Management, LLC 0.05% Reduce -7.9% 31,703 $1.7M
Journey Advisory Group, LLC 0.13% No change 31,608 $1.7M
J. Safra Sarasin Holding AG 0.03% Reduce -10.8% 31,166 $1.7M
World Equity Group, Inc. 0.38% Add +37.8% 30,943 $1.7M
SCS Capital Management LLC 0.02% Add +5.0% 30,743 $1.7M
Centiva Capital, LP 0.15% Add +176.6% 30,700 $1.7M
First Manhattan Co. Llc. 0.00% Reduce -9.2% 30,595 $1.6M
Advisors Capital Management, LLC 0.02% Add +6.8% 30,548 $1.6M
Silverlake Wealth Management LLC 0.40% Add +42.7% 30,428 $1.6M
Argent Trust Co 0.06% Add +0.5% 30,410 $1.6M
Roberts Wealth Advisors, LLC 0.44% Reduce -1.6% 30,392 $1.6M
SOL Capital Management CO 0.15% Reduce -11.7% 30,150 $1.6M
Wedmont Private Capital 0.06% Add +1.8% 30,060 $1.6M
Ring Mountain Capital, LLC 0.89% Add +0.0% 29,950 $1.6M
Bank of Stockton 0.46% Reduce -45.7% 29,865 $1.6M
Certuity, LLC 0.11% Add +60.5% 29,790 $1.6M
Beacon Bridge Wealth Partners, LLC 0.57% Reduce -0.7% 29,767 $1.6M
American Institute for Advanced Investment Management, LLP 1.05% Reduce -0.5% 29,755 $1.6M
Compass Capital Corp. /Ma/ 0.70% Add +4.7% 30,150 $1.6M
Global Financial Private Client, LLC 0.57% Reduce -0.2% 29,680 $1.6M
Leslie Global Wealth, LLC 0.75% Add +6.3% 29,603 $1.6M
Dynamic Wealth Strategies, LLC 1.06% Add +3476.4% 29,434 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Add +0.1% 29,333 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -8.5% 29,309 $1.6M
Westbourne Investment Advisors, Inc. 0.44% Add +12.8% 29,116 $1.6M
Blue Chip Partners, LLC 0.12% Reduce -5.3% 29,002 $1.6M
One Wealth Map LLC 0.83% Reduce -1.4% 29,464 $1.6M
Ipsen Advisor Group LLC 1.12% Add +0.8% 28,884 $1.6M
Curi Capital, LLC 0.03% Reduce -1.2% 28,805 $1.6M
Caxton Associates LLP 0.04% New 28,768 $1.5M
Elm Partners Management LLC 0.08% Add +15.8% 28,739 $1.5M
Tranquility Partners, LLC 0.52% Add +4.2% 28,717 $1.5M
MIdWestOne Financial Group, Inc. 0.19% Reduce -0.8% 28,588 $1.5M
Marco Investment Management LLC 0.12% No change 28,539 $1.5M
Mma Asset Management LLC 0.51% Add +1.6% 28,508 $1.5M
Syon Capital LLC 0.08% Add +66.7% 28,471 $1.5M
Compound Planning, Inc. 0.05% Reduce -14.1% 28,117 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -2.8% 28,082 $1.5M
Smith Salley Wealth Management 0.08% No change 27,655 $1.5M
Encompass More Asset Management 0.29% Add +31.9% 27,604 $1.5M
Ashton Thomas Securities, LLC 0.21% Reduce -4.1% 27,497 $1.5M
PSI Advisors, LLC 0.38% Reduce -3.1% 27,495 $1.5M
Appleton Partners Inc. 0.10% Add +12.9% 27,283 $1.5M
Whittier Trust Co. 0.02% Add +3.6% 27,356 $1.5M
Certified Advisory Corp 0.14% Add +1.6% 27,087 $1.5M
Freedom Investment Management, Inc. 0.38% Reduce -83.7% 26,865 $1.4M
MKT Advisors LLC 0.54% Reduce -1.1% 27,079 $1.4M
Tradition Wealth Management, LLC 0.11% Reduce -0.6% 26,726 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +339.9% 26,555 $1.4M
Peak Financial Advisors LLC 0.69% Add +116.5% 26,553 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.48% Reduce -6.9% 26,816 $1.4M
SP Asset Management LLC 0.11% Add +0.3% 26,537 $1.4M
Lee Johnson Capital Management, LLC 0.47% Add +5.7% 26,521 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Add +0.1% 26,481 $1.4M
Xcel Wealth Management, LLC 0.38% No change 26,438 $1.4M
Mattson Financial Services, LLC 0.34% New 26,179 $1.4M
NBT Bank, N.A. 0.09% Reduce -5.5% 26,048 $1.4M
Soltis Investment Advisors LLC 0.10% Reduce -0.7% 26,027 $1.4M
Horizon Financial Services, LLC 0.67% Add +5.1% 26,018 $1.4M
Nwi Management LP 0.14% No change 26,000 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -35.3% 25,947 $1.4M
Granite FO LLC 0.76% No change 25,920 $1.4M
Gold Investment Management Ltd. 0.47% No change 25,850 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -5.6% 25,760 $1.4M
Boston Partners 0.00% New 25,622 $1.4M
Wesbanco Bank Inc. 0.04% Add +8.2% 25,604 $1.4M
RMR Wealth Builders 0.12% Add +0.1% 25,548 $1.4M
Prairiewood Capital, LLC 0.46% Reduce -17.7% 25,479 $1.4M
Neuberger Berman Group LLC 0.00% Add +40.5% 25,369 $1.4M
Breakwater Capital Group 0.20% Reduce -1.3% 25,360 $1.4M
Sagespring Wealth Partners, LLC 0.03% Add +45.2% 25,254 $1.4M
Keebeck Wealth Management 0.16% Reduce -4.2% 25,240 $1.4M
DecisionMap Wealth Management, LLC 0.87% Add +2.9% 25,162 $1.4M
Citadel Advisors 0.00% Reduce -95.2% 25,151 $1.4M
SeaCrest Wealth Management, LLC 0.14% Reduce -4.5% 25,215 $1.3M
Childress Capital Advisors, LLC 0.25% No change 25,022 $1.3M
Axxcess Wealth Management, LLC 0.03% Add +1.2% 24,919 $1.3M
CTC LLC 0.05% New 24,857 $1.3M
Tsfg, LLC 0.21% Reduce -0.3% 24,784 $1.3M
Advisors Management Group Inc. 0.23% Reduce -1.4% 24,681 $1.3M
Audent Global Asset Management, LLC 0.96% Reduce -1.2% 24,491 $1.3M
Glenview Trust Co 0.02% Add +37.1% 24,298 $1.3M
PFS Partners, LLC 0.62% Reduce -0.2% 24,251 $1.3M
Signet Financial Management, LLC 0.15% Reduce -23.9% 24,248 $1.3M
Legacy Private Trust Co. 0.08% No change 24,246 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.44% Add +0.3% 24,213 $1.3M
C2C Wealth Management, LLC 1.11% No change 24,107 $1.3M
First Business Financial Services, Inc. 0.12% No change 24,095 $1.3M
Sentinel Trust Co. Lba 0.13% No change 24,062 $1.3M
Cape Ann Savings Bank 0.69% Reduce -2.2% 24,033 $1.3M
Capitol Family Office, Inc. 1.56% Add +0.8% 23,903 $1.3M
Clarity Wealth Advisors, LLC 0.28% Reduce -12.9% 23,871 $1.3M
Chilton Investment Co. Inc. 0.03% Add +0.9% 23,717 $1.3M
Ranch Capital Advisors Inc. 0.49% Add +0.6% 23,661 $1.3M
Paladin Wealth, LLC 0.92% New 23,610 $1.3M
Phillips Wealth Planners LLC 1.05% Add +3.5% 23,545 $1.3M
Gateway Wealth Partners, LLC 0.17% Add +44.6% 23,403 $1.3M
Landaas & Co. /Wi 0.29% Add +8.9% 23,335 $1.3M
Ally Invest Advisors Inc. 0.09% Add +3.8% 23,216 $1.3M
First Citizens Financial Corp 0.62% Add +12.1% 23,201 $1.2M
Eagle Capital Management, LLC 0.47% Add +1.4% 23,082 $1.2M
Arete Wealth Advisors, LLC 0.08% Add +5.0% 23,055 $1.2M
Arrow Financial Corp 0.13% Reduce -5.1% 22,832 $1.2M
Lyell Wealth Management, LP 0.09% Reduce -28.8% 22,784 $1.2M
Stonebrook Private Inc. 0.26% Add +22.5% 22,765 $1.2M
Atlas Private Wealth Advisors 0.30% Reduce -56.0% 22,757 $1.2M
SVB Wealth LLC 0.07% Reduce -18.8% 22,693 $1.2M
Point Windward Advisors Inc. 0.58% Add +5.4% 22,684 $1.2M
Penobscot Wealth Management 0.39% Reduce -11.0% 22,655 $1.2M
Financial Engines Advisors L.L.C. 0.00% Add +0.8% 22,643 $1.2M
Moulton Wealth Management, Inc. 0.89% Add +0.5% 22,634 $1.2M
Evergreen Capital Management LLC 0.03% Add +1.7% 22,603 $1.2M
Spreng Capital Management, Inc. 0.50% Add +2.6% 22,532 $1.2M
Verdence Capital Advisors LLC 0.07% Add +3.3% 22,720 $1.2M
Allie Family Office LLC 0.57% Reduce -0.9% 22,488 $1.2M
GPS Wealth Strategies Group, LLC 0.13% Add +0.8% 22,421 $1.2M
Florida Financial Advisors, LLC 0.37% Reduce -13.2% 22,385 $1.2M
Inspire Advisors, LLC 0.12% Reduce -3.0% 22,314 $1.2M
Financial & Tax Architects, LLC 0.26% Add +12.9% 22,176 $1.2M
Wellington Shields Capital Management, LLC 0.18% Add +9.4% 22,157 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.51% Reduce -0.2% 22,103 $1.2M
Strategic Blueprint, LLC 0.05% Add +30.8% 21,792 $1.2M
Curat Global, LLC 1.09% No change 21,628 $1.2M
CHICAGO TRUST Co NA 0.16% No change 21,621 $1.2M
Flywheel Private Wealth LLC 0.91% No change 21,560 $1.2M
Fischer Investment Strategies, LLC 0.70% Reduce -75.2% 21,544 $1.2M
Legacy Capital Group California, Inc. 0.29% Add +5.5% 21,485 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -1.9% 21,464 $1.2M
Alteri Wealth LLC 0.40% Add +2.3% 21,390 $1.2M
Autumn Glory Partners, LLC 0.47% Reduce -4.5% 21,380 $1.2M
Nova Wealth Management, Inc. 0.81% Add +2.6% 21,273 $1.1M
Roman Butler Fullerton & Co. 0.31% Add +9.7% 21,934 $1.1M
First National Trust Co 0.04% Add +49.0% 21,036 $1.1M
American Financial Advisors, LLC 0.15% Reduce -7.8% 20,972 $1.1M
Wealthstar Advisors, LLC 0.45% Add +14.3% 20,955 $1.1M
Lynx Investment Advisory 0.68% Reduce -10.2% 20,954 $1.1M
Lansing Street Advisors 0.30% Add +15.0% 20,947 $1.1M
German American Bancorp, Inc. 0.10% Reduce -2.5% 20,905 $1.1M
Pinnacle Family Advisors, LLC 0.49% Reduce -19.6% 20,877 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +5.2% 20,671 $1.1M
Moneco Advisors, LLC 0.09% Add +62.5% 20,615 $1.1M
UNIVEST FINANCIAL Corp 0.06% Add +8.9% 20,607 $1.1M
Wolff Wiese Magana LLC 0.63% Add +345.0% 20,552 $1.1M
N.E.W. Advisory Services LLC 0.10% Add +2.0% 20,532 $1.1M
Visionary Horizons, LLC 0.62% Reduce -66.8% 20,464 $1.1M
FineMark National Bank & Trust 0.04% Reduce -6.2% 20,447 $1.1M
Modus Advisors, LLC 0.30% Add +54.5% 20,444 $1.1M
Rothschild Capital Partners, LLC 0.26% No change 20,320 $1.1M
Advyzon Investment Management, LLC 0.19% Add +15.8% 20,276 $1.1M
Savant Capital, LLC 0.01% Reduce -1.7% 20,224 $1.1M
RoundAngle Advisors LLC 0.84% Add +0.5% 20,189 $1.1M
Capital Insight Partners, LLC 0.18% Reduce -0.1% 20,167 $1.1M
Peoples Bank 1.07% Reduce -26.5% 20,077 $1.1M
M.E. Allison & Co., Inc. 0.76% Add +3.2% 20,055 $1.1M
Intelligence Driven Advisers, LLC 0.15% No change 19,965 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Reduce -8.7% 19,934 $1.1M
Modern Wealth Management, LLC 0.02% Reduce -2.3% 19,889 $1.1M
Blue Trust, Inc. 0.01% Add +0.9% 19,830 $1.1M
Byrne Financial Freedom, LLC 0.53% Reduce -4.7% 19,679 $1.1M
Purkiss Capital Advisors LLC 0.51% Add +77.2% 19,672 $1.1M
APS Management Group, Inc. 0.94% — 19,623 $1.1M
Claro Advisors Inc. 0.15% Add +11.7% 19,620 $1.1M
D L Carlson Investment Group Inc. 0.18% Reduce -24.5% 19,604 $1.1M
City Center Advisors, LLC 1.03% Add +10.9% 19,596 $1.1M
GenTrust, LLC 0.05% Reduce -59.3% 19,432 $1.0M
Davis R M Inc. 0.02% Reduce -6.3% 19,402 $1.0M
Sax Wealth Advisors, LLC 0.06% Reduce -3.5% 19,285 $1.0M
Larson Financial Group LLC 0.04% Reduce -6.6% 19,242 $1.0M
Csenge Advisory Group 0.05% Reduce -21.3% 19,206 $1.0M
Occidental Asset Management, LLC 0.13% Add +22.2% 19,170 $1.0M
HBK Sorce Advisory LLC 0.03% Add +12.0% 19,235 $1.0M
Sovran Advisors, LLC 0.09% Reduce -0.8% 19,599 $1.0M
AmeriServ Wealth Advisors 0.51% Reduce -39.5% 18,840 $1.0M
Debussy Capital Management LP 0.14% Add +3.5% 18,815 $1.0M
Ballentine Partners, LLC 0.01% No change 18,618 $1.0M
Fidelis Capital Partners, LLC 0.08% Reduce -1.6% 18,598 $1.0M
Greystone Financial Group, LLC 0.15% Reduce -3.9% 18,552 $999K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% New 18,511 $997K
Rollins Financial Advisors, LLC 0.15% Reduce -30.8% 18,495 $996K
Lanark Financial, Inc. 0.08% Add +96.4% 18,403 $991K
Allen Investment Management, LLC 0.01% Reduce -34.2% 18,274 $985K
Moore Capital Management, LP 0.02% No change 18,256 $983K
Retirement Planning Group, LLC 0.03% Add +1.8% 18,251 $983K
Bell Bank 0.04% Reduce -16.5% 18,218 $981K
Investment Advisory Group, LLC 0.27% Add +0.0% 18,190 $980K
Trust Point Inc. 0.08% No change 18,174 $979K
Powell Investment Advisors, LLC 0.34% Add +0.1% 18,138 $977K
Taylor & Morgan Wealth Management, LLC 0.60% Reduce -2.8% 18,063 $973K
Union Bancaire Privee, UBP SA 0.01% No change 17,928 $963K
SOA Wealth Advisors, LLC. 0.16% Reduce -3.7% 17,876 $963K
Strategy Asset Managers LLC 0.17% Reduce -4.2% 17,811 $959K
Guardian Asset Advisors, LLC 0.52% Reduce -57.8% 17,801 $959K
Partners Wealth Management, LLC 0.95% Add +1.7% 17,801 $959K
Capital Investment Advisory Services, LLC 0.08% Add +12.7% 17,788 $958K
Waldron Private Wealth LLC 0.04% No change 17,595 $948K
O'ROURKE & COMPANY, Inc 0.40% Add +2.2% 17,568 $946K
Beacon Financial Advisory LLC 0.22% Add +0.0% 17,547 $945K
Balboa Wealth Partners 0.16% Add +6.0% 17,512 $943K
Grantvest Financial Group LLC 0.65% Reduce -13.3% 17,509 $943K
Thomasville National Bank 0.06% Add +5.5% 17,474 $941K
LRI Investments, LLC 0.08% No change 17,459 $941K
Riversedge Advisors, LLC 0.16% No change 17,398 $937K
MRWM Advisors, LLC 0.53% Add +0.7% 17,370 $936K
Sapient Capital LLC 0.01% No change 17,152 $928K
Ibex Wealth Advisors 0.09% Add +0.1% 17,195 $926K
NFSG Corp 0.14% Reduce -70.4% 17,162 $925K
Steele Capital Management, Inc. 0.04% No change 17,160 $924K
Kiley Juergens Wealth Management, LLC 0.20% Add +1.9% 17,148 $924K
KG Capital Management 0.25% Reduce -14.8% 17,066 $919K
Icon Wealth Advisors, LLC 0.06% Reduce -0.1% 17,030 $917K
Astra Wealth Partners LLC 0.64% Add +9.9% 17,026 $917K
Kessler Investment Group, LLC 0.39% Reduce -62.8% 16,933 $912K
Cassaday & Co Wealth Management LLC 0.02% Reduce -3.5% 16,915 $911K
Headinvest, LLC 0.19% Reduce -1.1% 16,914 $911K
Heritage Wealth Advisors 0.04% No change 16,909 $911K
Investment Partners, LTD. 0.32% Add +0.4% 16,892 $910K
Mitchell Sinkler & Starr 0.41% No change 16,860 $908K
GWN Securities Inc. 0.21% Reduce -28.3% 16,825 $907K
Ameriflex Group, Inc. 0.34% Add +76.6% 16,767 $903K
Rwa Wealth Partners, LLC 0.01% Reduce -3.8% 16,756 $903K
Exencial Wealth Advisors, LLC 0.03% No change 16,740 $902K
Woodmont Investment Counsel LLC 0.06% No change 16,724 $901K
Trust Co. of Oklahoma 0.27% Reduce -0.4% 16,705 $900K
Accredited Investor Services, LLC 0.62% Reduce -1.5% 16,650 $897K
Rebalance, LLC 0.05% Add +0.3% 16,644 $897K
MV Capital Management, Inc. 0.09% Reduce -0.9% 16,587 $894K
EPG Wealth Management LLC 0.25% Reduce -3.0% 16,534 $891K
Wilson & Boucher Capital Management, LLC 0.58% Reduce -3.8% 16,475 $888K
Donaldson Capital Management, LLC 0.03% Add +7.1% 16,417 $884K
EHP Funds Inc. 1.16% Reduce -82.4% 16,400 $883K
Promus Capital, LLC 0.56% New 16,360 $881K
Ascent Group, LLC 0.03% Add +2.5% 16,320 $879K
Daymark Wealth Partners, LLC 0.03% Add +62.2% 16,279 $877K
Ignite Planners, LLC 0.14% Add +24.1% 16,276 $877K
V2 Financial group LLC 0.49% No change 16,261 $876K
Integrity Alliance, Llc. 0.04% Reduce -29.7% 16,256 $876K
Worth Financial Advisory Group, LLC 0.49% Add +3.3% 16,210 $873K
Brass Tax Wealth Management, Inc. 0.15% Reduce -9.3% 16,208 $873K
Coastline Trust Co 0.09% No change 16,183 $872K
Fsa Wealth Partners, Inc. 0.33% Reduce -71.3% 16,112 $868K
AdvisorNet Financial, Inc 0.05% Add +14.0% 16,066 $865K
Ironsides Asset Advisors, LLC 0.22% New 16,015 $863K
Smith, Moore & Co. 0.07% Reduce -2.9% 16,007 $862K
Signature Wealth Management Partners, LLC 0.45% Reduce -6.8% 15,967 $860K
Montecito Bank & Trust 0.13% — 15,849 $854K
Beaumont Asset Management, L.L.C. 0.43% Add +0.5% 15,816 $852K
Lynch & Associates 0.16% Reduce -0.6% 15,775 $850K
Parkside Financial Bank & Trust 0.07% Reduce -1.2% 15,719 $847K
Falcon Wealth Planning 0.08% Reduce -13.8% 15,680 $845K
Blueprint Investment Partners LLC 0.12% New 15,650 $843K
Freestone Capital Holdings, LLC 0.03% Add +3.5% 15,509 $835K
Anchor Investment Management, LLC 0.07% Add +2.0% 15,431 $831K
Navellier & Associates Inc. 0.08% New 15,420 $831K
Investment Partners Asset Management, Inc. 0.55% Add +5.3% 15,417 $831K
Axecap Investments, LLC 0.51% Add +1.7% 15,386 $829K
Sherman Asset Management, Inc. 0.71% Add +0.1% 15,376 $828K
Franklin Resources Inc. 0.00% No change 15,365 $828K
Private Wealth Asset Management, LLC 0.10% Add +12.5% 15,320 $825K
Goelzer Investment Management, Inc. 0.04% Add +0.1% 15,287 $823K
Mission Creek Capital Partners, Inc. 0.16% Reduce -1.4% 15,284 $823K
Luminist Capital LLC 0.72% Reduce -0.7% 15,391 $822K
Equitable Trust Co. 0.04% Reduce -0.3% 15,121 $815K
Copia Wealth Management 0.60% Add +5.5% 14,893 $802K
Holderness Investments Co. 0.16% Add +2.0% 14,886 $802K
Kathleen S. Wright Associates Inc. 0.30% Add +0.0% 14,822 $798K
Adirondack Trust Co. 0.27% Reduce -4.4% 14,817 $798K
Webster Bank, N. A. 0.08% Reduce -1.2% 14,810 $798K
Empirical Asset Management, LLC 0.22% Add +38.6% 20,038 $798K
First Citizens Bank & Trust Co. 0.02% Add +10.3% 14,676 $791K
SBI Securities Co., Ltd. 0.02% Reduce -9.5% 14,657 $790K
Voya Financial Advisors, Inc. 0.08% Add +102.3% 14,521 $786K
Slow Capital, Inc. 0.09% No change 14,546 $784K
Navis Wealth Advisors, LLC 0.59% Add +0.1% 14,522 $782K
Quadcap Wealth Management, LLC 0.09% Reduce -6.3% 14,516 $782K
SouthState Bank Corp 0.04% Reduce -2.7% 14,498 $781K
Cantor Fitzgerald, L. P. 0.02% New 14,480 $780K
Cloud Capital Management, LLC 0.41% No change 14,439 $777K
Independent Advisor Alliance 0.02% Reduce -1.8% 14,412 $776K
Monograph Wealth Advisors, LLC 0.08% No change 14,345 $773K
Obsidian Cio, LLC 0.10% Add +3.8% 14,325 $772K
Endeavor Private Wealth, Inc. 0.24% New 14,315 $771K
Fourpath Capital Management, LLC 0.11% Add +9.8% 14,308 $771K
Transatlantique Private Wealth LLC 0.25% No change 14,300 $770K
Core Wealth Partners LLC 0.35% Add +0.3% 14,247 $767K
Viewpoint Capital Management LLC 0.34% No change 14,242 $767K
Brown Brothers Harriman & Co. 0.00% Add +0.1% 14,217 $766K
Compagnie Lombard Odier SCmA 0.01% Add +49.0% 14,165 $763K
Fjell Capital, LLC 0.67% New 14,155 $763K
Kaizen Financial Strategies 0.35% Reduce -6.9% 14,546 $762K
Second Half Financial Partners, LLC 0.33% Reduce -0.4% 14,107 $760K
Prepared Retirement Institute LLC 0.40% Reduce -5.6% 14,076 $758K
TD Asset Management Inc 0.00% Add +14.3% 13,997 $754K
Choate Investment Advisors 0.02% Reduce -1.9% 13,985 $753K
Empowered Funds, LLC 0.01% New 13,902 $749K
Milestone Asset Management, LLC 0.14% Add +19.1% 13,893 $748K
Pines Wealth Management, LLC 0.25% Add +3.1% 13,889 $748K
Octavia Wealth Advisors, LLC 0.07% Add +7.8% 13,889 $748K
Greenleaf Trust 0.01% Add +1.2% 13,873 $747K
Flagship Private Wealth, LLC 0.30% New 13,848 $746K
Acorns Advisers, LLC 0.01% Add +25.4% 13,770 $742K
Guardian Partners Inc. 0.06% No change 13,886 $741K
First Foundation Advisors 0.03% Reduce -33.1% 13,761 $741K
Wood Tarver Financial Group, LLC 0.22% Add +0.1% 13,723 $739K
Principle Wealth Partners LLC 0.04% Add +0.6% 13,717 $739K
Bulwark Capital Corp 0.57% No change 13,680 $737K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.9% 13,656 $736K
Lion Street Advisors, LLC 0.25% Add +157.5% 18,268 $735K
True Vision MN LLC 0.38% Reduce -52.7% 13,645 $735K
MCF Advisors LLC 0.04% No change 13,634 $734K
OneAscent Family Office, LLC 0.59% Add +6.7% 13,544 $730K
Collaborative Wealth Managment Inc. 0.29% Add +3.4% 13,525 $729K
KMG Fiduciary Partners, LLC 0.05% No change 13,470 $726K
Caliber Wealth Management, LLC / KS 0.08% Reduce -11.6% 13,453 $725K
SIH Partners, LLLP 0.06% New 13,407 $722K
Moment Partners, LLC 0.13% No change 13,406 $722K
Sterneck Capital Management, LLC 0.34% Reduce -5.0% 13,400 $722K
Russell Investments Group, Ltd. 0.00% Add +32.2% 13,327 $718K
Fiera Capital Corp 0.00% New 13,314 $717K
Key Client Fiduciary Advisors, LLC 0.24% Add +6.2% 13,288 $716K
Carnegie Lake Advisors LLC 0.27% Reduce -1.2% 13,257 $714K
Bluesphere Advisors LLC 0.33% Add +12.3% 13,225 $712K
Kraft, Davis & Associates, LLC 0.17% Reduce -4.9% 13,259 $712K
XY Capital Ltd 0.59% Add +135.9% 13,185 $710K
Morangie Management LLC 0.61% No change 13,181 $710K
Caldwell Trust Co 0.07% Add +4.9% 13,164 $709K
Interchange Capital Partners, LLC 0.14% Reduce -0.1% 13,157 $709K
Swmg, LLC 0.21% Reduce -11.3% 13,459 $707K
Diligent Investors, LLC 0.18% Reduce -1.5% 13,113 $706K
Pettyjohn, Wood & White, Inc. 0.12% No change 13,077 $704K
WealthBridge Capital Management, LLC 0.16% Reduce -6.3% 12,988 $700K
Hopwood Financial Services, Inc. 0.47% Add +4.0% 12,978 $699K
Comprehensive Financial Planning, Inc. 0.48% Add +12.3% 12,969 $699K
GAMMA Investing LLC 0.04% No change 12,949 $698K
JBGlobal.com LLC 0.71% No change 12,921 $696K
Washburn Capital Management, Inc. 0.39% Reduce -8.1% 12,840 $692K
Bragg Financial Advisors, Inc 0.02% Reduce -0.1% 12,769 $688K
Burford Brothers, Inc. 0.29% Add +7.0% 12,757 $687K
Charter Oak Capital Management, LLC 0.05% Add +0.2% 12,688 $684K
Bank of Hawaii 0.03% No change 12,662 $682K
Tempus Wealth Planning, LLC 0.16% Add +4.4% 12,642 $681K
Prostatis Group LLC 0.17% Reduce -2.1% 12,642 $681K
Pettinga Financial Advisors LLC 0.13% Add +1.6% 12,640 $681K
Meridian Wealth Advisors, LLC 0.10% No change 12,582 $678K
waypoint wealth counsel 0.27% Reduce -16.0% 12,552 $676K
Shulman DeMeo Asset Management LLC 0.16% Add +0.0% 12,545 $676K
A4 Wealth Advisors LLC 0.57% — 12,540 $676K
Cumberland Partners Ltd 0.04% Add +17.6% 12,533 $675K
Manufacturers Life Insurance Company, The 0.00% Reduce -99.4% 12,426 $669K
Pure Financial Advisors, LLC 0.01% Add +0.1% 12,420 $669K
Pennsylvania Capital Management Inc. 0.20% No change 12,406 $668K
Gratus Wealth Advisors, LLC 0.09% No change 12,391 $668K
Acropolis Investment Management, LLC 0.03% Add +10.8% 12,742 $667K
Empower Advisory Group, LLC 0.00% Add +8.2% 12,381 $667K
Chilton Capital Management LLC 0.02% Reduce -1.3% 12,330 $664K
TruWealth Advisors, LLC 0.03% Add +0.0% 12,285 $662K
Tactive Advisors, LLC 0.19% Reduce -0.2% 12,250 $660K
GC Wealth Management RIA, LLC 0.02% Add +119.0% 12,248 $660K
Wealth Preservation Advisors, LLC 0.38% No change 12,206 $658K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.98% New 12,200 $657K
Richmond Investment Services, LLC 0.12% Add +26.6% 12,193 $657K
Kagan Cocozza Asset Management 0.50% Reduce -33.6% 12,172 $656K
Vident Advisory, LLC 0.01% New 12,158 $655K
ELCO Management Co., LLC 0.34% Add +25.4% 12,105 $652K
Allen Capital Group, LLC 0.06% No change 12,105 $652K
Elgethun Capital Management 0.12% No change 12,154 $652K
Courier Capital LLC 0.04% No change 12,097 $652K
Signaturefd, LLC 0.01% Add +1.2% 12,022 $648K
Kaydan Wealth Management, Inc. 0.18% No change 11,998 $646K
AMJ Financial Wealth Management 0.16% Add +4.3% 11,993 $646K
Old North State Trust, LLC 0.39% No change 12,000 $646K
Avantax Planning Partners, Inc. 0.02% Reduce -9.7% 11,969 $645K
Finley Financial, LLC 0.30% Reduce -31.4% 11,965 $645K
First Wilshire Securities Management Inc. 0.17% No change 11,950 $644K
Brightwater Advisory LLC 0.44% Reduce -0.3% 11,893 $641K
Hilltop National Bank 0.16% Reduce -19.3% 11,884 $640K
Atticus Wealth Management, LLC 0.16% Reduce -3.7% 11,883 $640K
D.B. Root & Company, LLC 0.16% Reduce -52.1% 11,872 $640K
Wealthcare Capital Partners, LLC 0.29% Add +3.9% 11,869 $639K
Core Alternative Capital 0.19% Reduce -3.5% 11,847 $638K
James Investment Research, Inc. 0.07% No change 11,833 $637K
Carr Financial Group Corp 0.17% Reduce -44.9% 11,800 $636K
Davies Financial Advisors, Inc. 0.51% Reduce -17.7% 11,753 $633K
Embree Financial Group 0.08% Reduce -10.2% 11,736 $632K
Key Financial Inc 0.12% Add +0.1% 11,809 $630K
Modera Wealth Management, LLC 0.01% Add +0.9% 11,702 $630K
HM Payson & Co. 0.01% Add +7.0% 11,692 $630K
Up Strategic Wealth Investment Advisors LLC 0.47% No change 11,809 $629K
Financial Life Planners 0.42% Reduce -19.1% 11,657 $628K
Condor Capital Management 0.05% Reduce -4.7% 11,646 $627K
Chicago Partners Investment Group LLC 0.02% Add +9.2% 11,818 $626K
Global Assets Advisory, LLC 0.18% Add +55.4% 11,546 $622K
Panoramic Investment Advisors, LLC 0.35% Add +0.0% 11,403 $614K
Legacy Wealth Asset Management, LLC 0.15% Add +0.0% 11,396 $614K
Clay Northam Wealth Management, LLC 0.35% No change 11,355 $612K
Fortis Capital Advisors, LLC 0.10% Reduce -3.4% 11,352 $612K
Afg Fiduciary Services Limited Partnership 0.35% Add +2.9% 11,382 $608K
Manhattan West Asset Management, LLC 0.13% Reduce -8.9% 11,269 $607K
Quadrant Capital Group LLC 0.02% No change 11,248 $606K
Biltmore Family Office, LLC 0.09% No change 11,225 $605K
Elevatus Welath Management 0.17% Add +0.3% 11,218 $604K
KKM Financial LLC 0.19% Add +17.7% 11,213 $604K
Jackson Hole Capital Partners, LLC 0.10% Add +0.9% 11,207 $604K
Talisman Wealth Advisors LLC 0.50% Reduce -1.5% 11,195 $603K
L & S Advisors Inc 0.06% No change 11,191 $603K
Coldstream Capital Management Inc. 0.01% Reduce -2.0% 11,150 $601K
Blue Door Asset Management, LLC 0.34% New 11,100 $598K
tru Independence LLC 0.15% Reduce -7.2% 11,042 $595K
American State Bank (Iowa) 0.30% No change 10,984 $592K
Optivise Advisory Services LLC 0.35% Add +24.8% 10,969 $591K
Aviance Capital Partners, LLC 0.07% Add +20.3% 10,955 $590K
MGB Wealth Management, LLC 0.17% Reduce -13.3% 10,935 $590K
Hexagon Capital Partners LLC 0.12% No change 10,931 $589K
Country Trust Bank 0.01% Reduce -0.6% 10,834 $584K
Lake Street Private Wealth, LLC 0.08% Reduce -2.7% 10,763 $580K
RPG Investment Advisory, LLC 0.07% Reduce -2.9% 10,758 $580K
Cornerstone Advisory, LLC 0.06% Add +0.3% 10,710 $577K
GEM Asset Management, LLC 0.27% Reduce -15.6% 10,623 $571K
Disciplined Investors, L.L.C. 0.41% Reduce -2.9% 10,583 $570K
YHB Investment Advisors, Inc. 0.04% Add +8.6% 10,461 $564K
Braun Stacey Associates Inc. 0.02% Reduce -7.8% 10,439 $562K
Wealth Advisory Solutions, LLC 0.14% Add +0.7% 10,438 $562K
Greenwood Capital Associates LLC 0.06% Reduce -9.0% 10,417 $561K
Finward Bancorp 0.43% Reduce -14.1% 10,416 $561K
Connecticut Wealth Management, LLC 0.02% New 10,406 $561K
Banque Cantonale Vaudoise 0.02% Add +73.3% 10,396 $560K
Prestige Wealth Management Group LLC 0.11% Reduce -0.8% 10,374 $559K
Brave Asset Management Inc. 0.14% No change 10,374 $559K
Seven Springs Wealth Group, LLC 0.14% No change 10,262 $553K
Lodestone Wealth Management LLC 0.25% Add +3.6% 10,253 $552K
Two West Capital Advisors LLC 0.33% Add +8.1% 10,365 $550K
Caldwell Sutter Capital, Inc. 0.24% No change 10,217 $550K
Florida Trust Wealth Management Co 0.02% Reduce -0.5% 10,178 $548K
Act Two Investors LLC 0.10% No change 10,168 $548K
Wealth Architects, LLC 0.05% No change 10,166 $548K
Ferguson Shapiro LLC 0.18% New 10,159 $547K
Coyle Financial Counsel LLC 0.13% Add +0.1% 10,151 $547K
WMG Financial Advisors, LLC 0.18% New 10,138 $546K
Ahl Investment Management, Inc. 0.37% No change 10,043 $541K
Select Asset Management & Trust 0.17% No change 10,035 $541K
LongView Wealth Management 0.15% Add +5.5% 10,036 $541K
Cascade Financial Partners, LLC 0.06% No change 10,029 $540K
Ritholtz Wealth Management 0.01% Reduce -34.5% 10,018 $540K
Bedel Financial Consulting, Inc. 0.07% Add +0.4% 10,010 $539K
Glaxis Capital Management, LLC 0.89% New 10,000 $539K
Jupiter Wealth Management LLC 0.25% Add +100.0% 10,000 $539K
Ameliora Wealth Management Ltd. 0.18% No change 10,000 $539K
Drexel Morgan & Co. 0.08% No change 10,000 $539K
Levin Capital Strategies, L.P. 0.05% No change 10,000 $539K
Novem Group 0.06% Add +122.0% 9,987 $538K
Sound View Wealth Advisors Group, LLC 0.04% No change 9,962 $537K
Diversified Enterprises, LLC 0.04% Add +2.5% 9,956 $536K
Money Concepts Capital Corp. 0.03% Add +1.9% 9,904 $534K
Pinnacle Wealth Management Advisory Group, LLC 0.04% New 9,853 $531K
Mathes Company, Inc. 0.19% No change 9,800 $528K
Opinicus Capital, Inc. 0.37% Add +31.1% 9,795 $528K
Betterment LLC 0.00% Add +8.3% 9,786 $527K
Meridian Financial Advisors, LLC 0.30% Add +9.7% 9,779 $527K
Summit Trail Advisors, LLC 0.01% Add +26.1% 9,730 $524K
SMART Wealth LLC 0.20% Reduce -84.4% 9,670 $521K
JB Capital LLC 0.02% Add +23.9% 9,634 $519K
Quantbot Technologies LP 0.01% New 9,603 $517K
Harmony Asset Management LLC 0.18% Add +2.9% 9,587 $516K
Triad Wealth Partners, LLC 0.07% New 9,560 $515K
Alterna Wealth Management, Inc. 0.42% Add +4.2% 9,559 $515K
Great Lakes Advisors, LLC 0.00% No change 9,553 $515K
Bokf, NA 0.01% Reduce -1.1% 9,540 $514K
Destination Wealth Management 0.01% Reduce -1.4% 9,524 $513K
Fortem Financial Group, LLC 0.15% Add +5.9% 9,521 $513K
Fifth Third Wealth Advisors LLC 0.02% Add +62.5% 9,512 $512K
Milestone Investment Advisors LLC 0.13% No change 9,500 $512K
Range Financial Group LLC 0.18% No change 9,494 $511K
Providence First Trust Co 0.18% Add +2.1% 9,484 $511K
Brown Miller Wealth Management, LLC 0.14% No change 9,458 $510K
Tiller Private Wealth, Inc. 0.18% Reduce -1.1% 9,454 $509K
Iams Wealth Management, LLC 0.20% New 9,446 $509K
Eldridge Investment Advisors, Inc. 0.12% Add +12.6% 9,431 $508K
Balefire, LLC 0.10% Add +2.8% 9,428 $508K
Severin Investments, LLC 0.45% Reduce -5.5% 9,350 $504K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -18.2% 9,373 $504K
Schmidt P J Investment Management Inc. 0.08% No change 9,298 $501K
Royal Capital Wealth Management, LLC 0.31% Add +0.0% 9,295 $501K
Retirement Income Solutions, Inc. 0.09% No change 9,265 $499K
Vestor Capital, LLC 0.03% Reduce -46.0% 9,258 $499K
Verus Capital Partners, LLC 0.04% Reduce -0.1% 9,242 $498K
Ehrlich Financial Group 0.30% Reduce -0.7% 9,229 $497K
Raab & Moskowitz Asset Management LLC 0.11% Add +0.7% 9,225 $497K
Integral Investment Advisors, Inc. 0.13% Reduce -2.3% 9,192 $495K
Americana Partners, LLC 0.01% Add +57.8% 9,160 $493K
Guyasuta Investment Advisors Inc. 0.03% Add +29.0% 9,154 $493K
Aries Wealth Management 0.12% No change 9,137 $492K
Southland Equity Partners LLC 0.10% Reduce -9.9% 9,049 $487K
Sharkey, Howes & Javer 0.06% No change 9,042 $487K
Accurate Wealth Management, LLC 0.06% Add +4.3% 9,121 $486K
Winthrop Advisory Group LLC 0.04% Add +0.0% 9,004 $485K
HUB Investment Partners, LLC 0.02% Add +4.1% 8,986 $484K
Arlington Trust Co LLC 0.09% No change 8,955 $482K
Spartan Planning & Wealth Management 0.38% Reduce -12.5% 8,938 $481K
Comprehensive Financial Consultants Institutional, Inc. 0.15% Add +8.5% 8,876 $478K
VestGen Investment Management 0.29% Add +2.2% 8,872 $478K
Argyle Capital Partners, LLC 0.34% Add +12.8% 8,858 $477K
Solutions 4 Wealth, Ltd 0.74% Reduce -2.4% 8,822 $475K
Romano Brothers and Company 0.05% No change 8,787 $473K
MSH Capital Advisors LLC 0.13% Reduce -14.2% 8,771 $472K
Strategic Advisors LLC 0.08% Reduce -1.6% 8,768 $472K
Marex Group Ltd 0.01% Reduce -5.0% 8,756 $472K
Barometer Capital Management Inc. 0.11% Add +11.5% 8,740 $471K
Capital Advisors Inc. 0.01% No change 8,684 $468K
Main Street Financial Solutions, LLC 0.03% Add +34.8% 8,656 $466K
Destiny Capital Corp 0.25% No change 8,615 $464K
All Terrain Financial Advisors, LLC 0.15% Reduce -2.5% 8,610 $464K
Rothschild Investment LLC 0.03% Add +7.4% 8,580 $462K
JMG Financial Group, Ltd. 0.01% No change 8,554 $461K
Johnson Financial Group, Inc. 0.02% Add +0.9% 8,553 $461K
Ameritas Investment Partners, Inc. 0.01% Add +355.8% 8,551 $461K
Creegan & Nassoura Financial Group, LLC 0.30% No change 8,500 $458K
HCR Wealth Advisors 0.05% Add +4.0% 8,545 $456K
BTG Pactual Asset Management US LLC 0.05% Reduce -96.1% 8,458 $456K
Mosaic Financial Group, LLC 0.32% Add +0.2% 8,421 $454K
One Wealth Management Investment & Advisory Services, LLC 0.53% No change 8,419 $454K
McElhenny Sheffield Capital Management, LLC 0.11% Reduce -1.1% 8,401 $453K
Sonora Investment Management Group, LLC 0.03% No change 8,374 $451K
United Advisor Group, LLC 0.06% Add +9.4% 8,366 $451K
Stock Yards Bank & Trust Co. 0.01% Add +5.7% 8,356 $450K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +37.1% 8,341 $449K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 8,335 $449K
Gallacher Capital Management LLC 0.18% Add +0.0% 8,321 $448K
HMV Wealth Advisors, LLC 0.25% No change 8,311 $448K
Procyon Advisors, LLC 0.03% Reduce -22.0% 8,275 $446K
Lighthouse Financial LLC 0.29% Add +5.1% 8,211 $442K
Strategic Family Wealth Counselors, L.L.C. 0.11% Add +0.2% 8,202 $442K
GM Advisory Group, LLC 0.02% Add +3.3% 8,199 $442K
Hudson Portfolio Management LLC 0.39% Reduce -1.2% 8,189 $441K
NCP Inc. 0.33% Add +1.9% 8,183 $441K
Fusion Capital, LLC 0.13% Add +3.5% 8,417 $441K
Liberty Wealth Management LLC 0.06% Add +2.4% 8,176 $440K
Arlington Capital Management, Inc. 0.28% Add +7.2% 8,158 $439K
Legacy Edge Advisors, LLC 0.05% Add +31.1% 8,117 $437K
LifeSteps Financial, Inc. 0.28% Add +6.1% 8,064 $434K
Private Capital Management, LLC 0.04% Reduce -0.9% 8,023 $432K
Cowa, LLC 0.15% Reduce -0.4% 8,000 $431K
Formidable Asset Management, LLC 0.07% Reduce -1.8% 8,209 $430K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 7,943 $428K
Vantage Financial Partners, LLC 0.09% Add +1.0% 7,909 $426K
Crewe Advisors LLC 0.04% Add +9.4% 7,894 $425K
Herold Advisors, Inc. 0.10% Reduce -12.4% 7,875 $424K
Bouchey Financial Group, Ltd. 0.03% No change 7,843 $423K
Register Financial Advisors LLC 0.17% Add +1.7% 7,828 $422K
Boreal Capital Management LLC 0.40% Reduce -19.8% 7,810 $421K
Proffitt & Goodson Inc. 0.06% Add +0.7% 7,803 $420K
Waterway Wealth Management, LLC 0.10% Add +0.0% 7,750 $418K
Loudon Investment Management, LLC 0.22% No change 7,740 $417K
Ancora Advisors LLC 0.01% Add +13.1% 7,736 $417K
Sageworth Trust Co 0.02% New 7,720 $416K
Coordinated Financial Services, Inc. 0.27% Add +0.0% 7,705 $415K
Traynor Capital Management, Inc. 0.02% New 7,690 $414K
Sunbelt Securities, Inc. 0.03% Add +68.7% 7,679 $414K
Arvest Bank Trust Division 0.02% No change 7,674 $413K
Sage Capital Advisors,llc 0.10% Add +0.0% 7,637 $411K
Tyche Wealth Partners LLC 0.07% Reduce -2.2% 7,628 $411K
STAR Financial Bank 0.24% No change 7,610 $410K
Independence Bank of Kentucky 0.05% Add +24.9% 7,610 $410K
UMB Bank, n.a. 0.01% Reduce -5.8% 7,600 $409K
Manchester Capital Management LLC 0.06% Reduce -5.6% 7,589 $409K
Riverview Capital Advisers, LLC 0.12% No change 7,587 $409K
Patriot Investment Management Group, Inc. 0.03% No change 7,586 $409K
Gradient Capital Advisors, LLC 0.11% Add +13.7% 7,561 $407K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -9.2% 7,553 $407K
Continuum Advisory, LLC 0.04% Add +5.9% 7,538 $406K
Berkshire Asset Management LLC 0.02% Add +19.1% 7,517 $405K
Journey Strategic Wealth LLC 0.01% Reduce -11.7% 7,516 $405K
Richardson Capital Management LLC 0.19% No change 7,509 $405K
Harbor Asset Planning, Inc. 0.36% Add +0.3% 7,486 $403K
Salem Investment Counselors Inc. 0.01% Add +6.4% 7,438 $401K
Crux Wealth Advisors 0.16% Add +70.8% 7,411 $399K
Juncture Wealth Strategies, LLC 0.13% New 7,404 $399K
Fiduciary Financial Group, LLC 0.06% No change 7,403 $399K
First Heartland Consultants, Inc. 0.03% Reduce -12.7% 7,391 $398K
Fiduciary Alliance LLC 0.03% Reduce -1.8% 7,375 $397K
Wealthspire Retirement, LLC 0.03% Add +4.4% 7,367 $397K
Flputnam Investment Management Co. 0.01% Reduce -4.5% 7,349 $396K
Philip James Wealth Mangement, LLC 0.05% Reduce -49.0% 7,304 $393K
LFA - Lugano Financial Advisors SA 0.21% No change 7,300 $393K
Perennial Advisors, LLC 0.07% Add +4.3% 7,298 $393K
Silvercrest Asset Management Group LLC 0.00% Add +0.1% 7,253 $391K
Nikulski Financial, Inc. 0.10% Add +24.6% 7,243 $390K
TigerOak Management, L.L.C. 0.12% Reduce -2.0% 7,236 $390K
Agate Pass Investment Management, LLC 0.15% Add +1.7% 7,232 $390K
Grandview Asset Management LLC 0.11% Add +11.1% 7,226 $389K
Carret Asset Management, LLC 0.04% Add +1.1% 7,211 $388K
Naples Global Advisors, LLC 0.03% New 7,207 $388K
Black Diamond Financial, LLC 0.04% Add +6.8% 7,188 $387K
Aspen Investment Management Inc 0.15% Add +1.1% 7,183 $387K
Arkos Global Advisors 0.05% No change 7,172 $386K
First County Bank 0.20% Reduce -4.9% 7,146 $385K
Central Bank & Trust Co. 0.06% Reduce -45.8% 7,135 $384K
McAdam, LLC 0.02% Add +21.4% 7,134 $384K
PUREfi Wealth, LLC 0.29% Reduce -0.0% 7,078 $381K
Sterling Investment Management, LLC 0.23% Reduce -4.7% 7,077 $381K
Pinnacle Financial Group, LLC / IL 0.12% Add +9.6% 7,064 $381K
Insight Wealth Strategies, LLC 0.04% Reduce -24.6% 7,062 $380K
Jaffetilchin Investment Partners, LLC 0.02% Add +3.2% 7,039 $379K
Investment Advisory Services Inc. /TX 0.12% Add +0.1% 7,022 $378K
Composition Wealth, LLC 0.01% Add +35.2% 7,014 $378K
Smith Thornton Advisors LLC 0.20% Add +0.7% 7,008 $378K
Duncker Streett & Co. Inc. 0.07% Add +0.0% 6,994 $377K
Avalon Trust Co 0.02% Add +132.7% 6,980 $376K
National Wealth Management Group, LLC 0.14% Add +60.7% 6,969 $375K
Magnolia Capital Management Ltd. 0.29% No change 6,955 $375K
Vista Investment Management 0.13% Reduce -0.1% 6,958 $375K
1834 Investment Advisors Co. 0.05% Reduce -43.2% 6,949 $374K
FSM Wealth Advisors, LLC 0.05% Add +0.0% 6,949 $374K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -4.0% 6,932 $373K
Brooklyn Investment Group 0.05% Add +95.0% 7,174 $373K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -70.2% 6,896 $371K
Evelyn Partners Investment Management (Europe) Ltd 0.13% No change 6,890 $371K
Axim Planning & Wealth 0.30% Add +10.4% 6,886 $371K
SkyOak Wealth, LLC 0.07% No change 6,881 $371K
Pointe Capital Management LLC 0.18% Add +0.0% 6,822 $368K
First United Bank & Trust 0.12% Add +1.6% 6,818 $367K
Richard W. Paul & Associates, LLC 0.13% Reduce -11.8% 6,817 $367K
Whalen Wealth Management Inc. 0.21% New 6,797 $366K
Iyo Bank, Ltd. 0.14% No change 6,797 $366K
Keystone Wealth Services, LLC 0.08% Reduce -65.0% 6,790 $366K
Mattern Wealth Management LLC 0.07% No change 6,726 $362K
Aull & Monroe Investment Management Corp 0.19% No change 6,709 $361K
Accredited Investors Inc. 0.02% Add +5.1% 6,704 $361K
LCNB Corp. 0.13% Reduce -37.4% 6,702 $361K
Clarius Group, LLC 0.02% Add +0.0% 6,690 $360K
OneAscent Financial Services LLC 0.02% Reduce -40.8% 6,677 $360K
River Wealth Advisors LLC 0.04% Reduce -15.3% 6,663 $359K
L.M. Kohn & Company 0.43% Reduce -47.8% 6,660 $359K
Delta Capital Management LLC 0.19% No change 6,650 $358K
Peak Retirement Planning, Inc. 0.10% Reduce -3.0% 6,629 $357K
Addison Advisors LLC 0.08% Reduce -10.4% 6,609 $356K
Patron Partners, LLC 0.16% Add +5.5% 6,585 $355K
Altfest L J & Co. Inc. 0.04% Reduce -14.2% 6,582 $355K
CRA Financial Services, LLC 0.05% Add +0.1% 6,577 $354K
Clarity Capital Advisors, LLC 0.19% No change 6,576 $354K
International Private Wealth Advisors LLC 0.22% Add +3.5% 6,568 $354K
IPG Investment Advisors LLC 0.06% Reduce -9.2% 6,550 $353K
Fortis Advisors, LLC 0.20% Add +35.4% 6,513 $351K
Hillcrest Wealth Advisors - NY, LLC 0.16% No change 6,500 $350K
Titleist Asset Management, LLC 0.03% Add +0.1% 6,438 $347K
Centerpoint Advisory Group 0.27% Add +21.9% 6,415 $346K
Resurgent Financial Advisors LLC 0.17% Add +44.9% 6,411 $345K
Beacon Capital Management, LLC 0.05% Add +10.8% 6,405 $345K
Sonata Capital Group Inc. 0.13% No change 6,400 $345K
InTrack Investment Management Inc 0.21% Add +1.9% 6,401 $345K
High Falls Advisors, Inc 0.07% Reduce -12.6% 6,387 $344K
Spinnaker Investment Group, LLC 0.06% Add +7.2% 6,383 $344K
Sovereign Financial Group, Inc. 0.06% New 6,380 $344K
Holland Advisory Services, Inc. 0.47% No change 6,370 $343K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.3% 6,358 $343K
SFE Investment Counsel 0.05% Reduce -3.3% 6,357 $342K
Lewis Asset Management, LLC 0.14% Add +48.4% 6,351 $342K
Strategic Wealth Partners, Ltd. 0.03% No change 6,296 $339K
Asset Management Group, Inc. 0.06% Add +0.2% 6,258 $337K
BIP Wealth, LLC 0.02% No change 6,240 $336K
Arista Wealth Management, LLC 0.04% No change 6,215 $335K
Arcus Capital Partners, LLC 0.15% Add +9.3% 6,188 $333K
Steinberganna Wealth Management 0.16% — 6,175 $333K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -18.5% 6,163 $332K
Root Financial Partners, LLC 0.02% Reduce -1.1% 6,149 $331K
Hazlett, Burt & Watson, Inc. 0.12% Add +0.0% 6,151 $331K
Oldfather Financial Services, LLC 0.10% Add +21.0% 6,138 $331K
Wernau Asset Management Inc. 0.34% Reduce -3.0% 6,122 $330K
Millstone Evans Group, LLC 0.21% No change 6,113 $329K
McHugh Group, LLC 0.20% No change 6,100 $329K
Ascentis Independent Advisors 0.06% Reduce -1.9% 6,097 $328K
Silver Oak Securities, Incorporated 0.02% Add +18.1% 6,092 $328K
SlateStone Wealth, LLC 0.03% No change 6,095 $328K
Wealth Effects LLC 0.11% Add +2.0% 6,071 $327K
Second Line Capital, LLC 0.07% Reduce -2.5% 6,069 $327K
Seelaus Asset Management LLC 0.26% Reduce -0.1% 6,065 $327K
Worth Asset Management, LLC 0.15% Add +23.3% 6,060 $326K
Leo Wealth, LLC 0.04% Reduce -48.2% 6,051 $326K
American Trust 0.03% Add +1.9% 6,028 $325K
Access Financial Services, Inc. 0.12% No change 5,995 $323K
Bluespring Wealth Management, LLC 0.03% No change 5,976 $322K
Avestar Capital, LLC 0.02% No change 5,963 $321K
Acorn Wealth Advisors, LLC 0.10% Reduce -1.0% 5,937 $320K
Chapin Davis, Inc. 0.08% No change 5,936 $320K
Vise Technologies, Inc. 0.01% Reduce -81.1% 5,929 $319K
Clear Harbor Asset Management, LLC 0.02% Add +8.9% 5,906 $318K
Medallion Wealth Advisors, LLC 0.11% Reduce -8.5% 5,896 $318K
Financial Sense Advisors, Inc. 0.07% Add +36.7% 5,895 $318K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.7% 5,891 $317K
Capital Analysts, LLC 0.01% Add +0.1% 5,860 $316K
Friedenthal Financial 0.16% Reduce -0.0% 5,840 $315K
Horrell Capital Management, Inc. 0.13% Reduce -0.9% 5,829 $314K
Tradewinds Capital Management, LLC 0.07% Reduce -36.5% 5,801 $313K
Pekin Hardy Strauss, Inc. 0.03% No change 5,765 $311K
Concorde Asset Management, LLC 0.13% — 5,816 $310K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -2.6% 5,755 $310K
Intrepid Capital Management Inc. 0.15% New 5,749 $310K
SilverOak Wealth Management LLC 0.05% No change 5,727 $309K
Lionshead Wealth Management, LLC 0.24% No change 5,724 $308K
Murphy & Mullick Capital Management Corp 0.23% Add +35.0% 5,791 $307K
Summit Financial Strategies, Inc. 0.03% Add +0.5% 5,700 $307K
Benedict Financial Advisors Inc. 0.07% Add +4.1% 5,684 $306K
Eastern Bank 0.01% Reduce -3.6% 5,666 $305K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $305K
Athena Investment Management 0.16% Reduce -1.5% 5,655 $305K
First International Bank & Trust 0.11% No change 5,649 $304K
Elevated Capital Advisors, LLC 0.08% Reduce -29.7% 5,629 $303K
Well Done, LLC 0.05% New 5,617 $303K
Foster Dykema Cabot & Partners, LLC 0.02% No change 5,594 $301K
Rockbridge Investment Management, LCC 0.03% Add +5.4% 5,585 $301K
Strategies Wealth Advisors, LLC 0.03% Add +5.3% 5,581 $301K
Zacks Investment Management 0.00% New 5,577 $300K
Pine Haven Investment Counsel, Inc 0.22% No change 5,570 $300K
USA Financial Formulas 0.05% Reduce -31.4% 5,557 $299K
Arcataur Capital Management LLC 0.09% Reduce -3.9% 5,541 $298K
QRG Capital Management, Inc. 0.00% Reduce -78.4% 5,538 $298K
Cape Investment Advisory, Inc. 0.29% Reduce -5.4% 5,528 $298K
Lokken Investment Group LLC 0.10% Reduce -11.5% 5,490 $296K
Tripletail Wealth Management, LLC 0.35% Reduce -1.8% 5,455 $295K
Pictet North America Advisors SA 0.03% Reduce -60.9% 5,467 $295K
Tennessee Valley Asset Management Partners 0.04% New 5,450 $294K
Denver Wealth Management, Inc. 0.11% Reduce -2.8% 5,418 $292K
Veltria Advisors Corp. 1.28% Reduce -90.9% 5,415 $292K
BSW Wealth Partners 0.04% Reduce -13.9% 5,407 $291K
Wealth Alliance Advisory Group, LLC 0.05% No change 5,396 $291K
Tortoise Investment Management, LLC 0.03% Add +16.2% 5,366 $289K
Farmers & Merchants Investments Inc. 0.01% Add +4.1% 5,343 $288K
Nicolet Bankshares Inc. 0.05% No change 5,330 $287K
Dopkins Wealth Management, LLC 0.12% No change 5,305 $286K
Arbor Investment Advisors, LLC 0.04% Reduce -15.1% 5,289 $285K
Marion Wealth Management 0.07% Reduce -0.2% 5,252 $283K
Narwhal Capital Management 0.02% No change 5,250 $283K
Reliant Investment Partners, LLC 0.22% Add +13.9% 5,264 $283K
Wealth Watch Advisors, INC 0.12% Reduce -6.6% 5,228 $282K
Flagstone Financial Management 0.07% No change 5,227 $282K
Parsons Capital Management Inc. 0.02% Reduce -24.0% 5,218 $281K
Clare Market Investments LLC 0.06% Reduce -0.8% 5,210 $281K
Thompson Siegel & Walmsley LLC 0.00% Add +5.0% 5,193 $280K
Vertex Planning Partners, LLC 0.05% New 5,187 $279K
Bristlecone Advisors, LLC 0.02% No change 5,178 $279K
Shufro Rose & Co. LLC 0.02% No change 5,600 $279K
Allred Capital Management, LLC 0.10% Add +0.2% 5,170 $279K
American National Bank & Trust 0.03% Reduce -1.5% 5,171 $279K
BlueSky Wealth Advisors, LLC 0.04% New 5,139 $277K
Mayflower Financial Advisors, LLC 0.03% Add +7.2% 5,133 $277K
Patrick M Sweeney & Associates, Inc. 0.18% No change 5,099 $275K
Williams & Novak, LLC 0.21% Add +33.2% 5,093 $274K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -85.6% 5,084 $274K
Capital Square, LLC 0.14% Add +0.2% 5,070 $273K
Moloney Securities Asset Management, LLC 0.03% Add +1.0% 5,069 $273K
Smith Asset Management Co., LLC 0.23% Add +2.7% 5,069 $273K
Kapstone Financial Advisors LLC 0.13% No change 5,055 $272K
Avalon Capital Management 0.07% No change 5,050 $272K
Round Rock Advisors LLC 0.04% Add +3.9% 5,046 $272K
SageView Advisory Group, LLC 0.01% Reduce -8.6% 5,044 $272K
First Commonwealth Financial Corp 0.05% New 5,043 $272K
Farmers National Bank 0.06% Reduce -3.8% 5,036 $271K
Integrity Financial Corp 0.13% No change 5,025 $271K
Financial Partners Group, Inc 0.03% Add +0.6% 5,024 $271K
West Oak Capital, LLC 0.13% No change 5,015 $270K
Pinnacle Bancorp, Inc. 0.08% No change 4,986 $269K
Gray Private Wealth, LLC 0.14% Add +0.2% 4,979 $268K
Quartz Partners, LLC 0.10% Add +2.2% 4,963 $267K
Fiscal Wisdom Wealth Management, LLC 0.25% — 5,086 $267K
Pacific Center for Financial Services 0.07% Add +0.2% 4,946 $266K
RFG - Bristol Wealth Advisors, LLC 0.08% Reduce -43.3% 4,944 $266K
Mather Group, Llc. 0.00% Reduce -2.5% 4,921 $265K
RiverFront Investment Group, LLC 0.00% No change 4,916 $265K
Capital Advisors Wealth Management, LLC 0.04% Add +15.7% 4,916 $265K
Byrne Asset Management LLC 0.19% New 4,905 $264K
Griffin Asset Management, Inc. 0.03% New 4,899 $264K
BBR Partners, LLC 0.02% Add +6.4% 4,897 $264K
FWG Holdings, LLC 0.11% No change 5,048 $263K
Wulff, Hansen & Co. 0.23% No change 4,855 $262K
First Financial Bankshares Inc 0.01% New 4,846 $261K
Vanguard Personalized Indexing Management, LLC 0.00% Add +22.3% 4,828 $260K
Peoples Financial Services Corp. 0.12% Reduce -2.0% 4,823 $260K
Glass Jacobson Investment Advisors llc 0.09% Add +0.2% 4,817 $259K
Claret Asset Management Corp 0.03% Reduce -2.0% 4,768 $257K
Huntleigh Advisors, Inc. 0.04% No change 4,769 $257K
Windsor Advisory Group, LLC 0.23% New 4,736 $255K
Dearborn Partners LLC 0.01% No change 4,726 $255K
Cim, LLC 0.03% No change 4,720 $254K
Kathmere Capital Management, LLC 0.02% Add +4.5% 4,718 $254K
Integrated Investment Consultants, LLC 0.04% No change 4,698 $253K
Pinnacle Financial Partners Inc 0.01% Reduce -6.9% 4,691 $253K
Harbour Trust & Investment Management Co 0.03% New 4,686 $252K
Ironwood Investment Counsel, LLC 0.04% Add +0.0% 4,677 $252K
Sloy Dahl & Holst, LLC 0.03% No change 4,669 $252K
Linscomb Wealth, Inc. 0.01% New 4,655 $251K
Gibbs Wealth Management 0.06% Reduce -0.8% 4,642 $250K
ORG Partners LLC 0.05% Add +125.3% 4,640 $250K
1ST Source Bank 0.01% No change 4,635 $250K
RFG Holdings, Inc. 0.06% New 4,624 $249K
Orion Capital Management LLC 0.09% Add +0.0% 4,623 $249K
Adamsbrown Wealth Consultants LLC 0.07% New 4,617 $249K
Colonial Trust Co / SC 0.03% Reduce -30.4% 4,600 $248K
Aua Capital Management, LLC 0.14% No change 4,596 $248K
Gries Financial LLC 0.04% No change 4,574 $246K
Loomis Sayles & Co. L P 0.00% Add +325.5% 4,561 $246K
Valley Wealth Managers, Inc. 0.02% Reduce -11.6% 4,555 $245K
First National Bank & Trust Co. of Newtown 0.05% No change 4,551 $245K
Bienville Capital Management, LLC 0.05% New 4,537 $244K
Diversified Portfolios, Inc. 0.02% Add +5.2% 4,525 $244K
Lazari Capital Management, Inc. 0.08% No change 4,514 $243K
SeaBridge Investment Advisors LLC 0.04% Reduce -10.4% 4,489 $242K
Bulltick Wealth Management, LLC 0.06% Add +1.3% 4,467 $241K
Investor's Fiduciary Advisor Network, LLC 0.08% New 4,471 $240K
Canton Hathaway, LLC 0.05% New 4,455 $240K
Portside Wealth Group, LLC 0.03% Add +6.5% 4,449 $240K
Ballew Advisors, Inc 0.13% Reduce -0.6% 4,498 $239K
Sawgrass Asset Management LLC 0.03% Reduce -4.3% 4,425 $238K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.2% 4,423 $238K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Add +0.2% 4,405 $237K
KRS Capital Management, LLC 0.14% New 4,400 $237K
Canopy Partners, LLC 0.08% No change 4,376 $236K
Nvest Financial, LLC 0.14% New 4,363 $235K
Bison Wealth, LLC 0.02% Reduce -6.2% 4,498 $235K
Regent Peak Wealth Advisors LLC 0.05% — 4,333 $233K
Resources Management Corp. /CT/ 0.03% Reduce -2.6% 4,318 $233K
Cottage Street Advisors LLC 0.10% Add +0.2% 4,318 $233K
Barnes Wealth Management Group, Inc 0.13% New 4,311 $232K
Searle & Co. 0.06% No change 4,302 $232K
Secure Asset Management, LLC 0.04% New 4,340 $232K
Sage Mountain Advisors LLC 0.01% Reduce -2.1% 4,294 $231K
Sage Capital Management, LLC 0.10% No change 4,293 $231K
Howard Financial Services, LTD. 0.03% New 4,291 $231K
Sweeney & Michel, LLC 0.08% Add +3.2% 4,428 $231K
Fi3 FINANCIAL ADVISORS, LLC 0.08% No change 4,285 $231K
Leigh Baldwin & Co., LLC 0.13% Reduce -2.3% 4,249 $229K
Smith & Howard Wealth Management, LLC 0.05% No change 4,226 $228K
Bearing Point Capital, LLC 0.04% No change 4,213 $227K
Stonehaven Wealth & Tax Solutions, LLC 0.21% Reduce -0.1% 4,210 $227K
Ellevest, Inc. 0.03% No change 4,175 $225K
MWA Asset Management 0.12% Reduce -0.5% 4,175 $225K
Higgins & Schmidt Wealth Strategies LLC 0.11% New 4,174 $225K
Milestone Asset Management Group, LLC 0.14% Reduce -0.6% 4,169 $225K
Gemmer Asset Management LLC 0.02% No change 4,156 $224K
Stratos Investment Management, LLC 0.01% New 4,127 $222K
Potomac Fund Management Inc. 0.01% New 4,126 $222K
Nicolet Advisory Services, LLC 0.02% New 4,124 $222K
Graves Light Lenhart Wealth, Inc. 0.02% No change 4,116 $222K
Yarger Wealth Strategies, LLC 0.10% Add +0.3% 4,112 $221K
Private Wealth Partners, LLC 0.02% No change 4,100 $221K
Excalibur Management Corp. 0.08% Reduce -3.5% 4,085 $220K
Generation Capital Management LLC 0.16% New 4,078 $220K
Kirkwood Financial Services 0.08% — 4,076 $220K
CAP Partners, LLC 0.12% New 4,071 $219K
Kestra Investment Management, LLC 0.01% New 4,071 $219K
Plotkin Financial Advisors, LLC 0.11% No change 4,065 $219K
Beaird Harris Wealth Management, LLC 0.02% No change 4,063 $219K
W Advisors, LLC 0.12% No change 4,059 $219K
Atlas Brown,Inc. 0.06% Add +2.4% 4,057 $219K
Retirement Planning Co of New England, Inc. 0.09% Reduce -0.2% 4,057 $219K
Savvy Advisors, Inc. 0.01% Add +5.1% 4,048 $218K
Regatta Capital Group, LLC 0.03% No change 4,021 $217K
Coppell Advisory Solutions LLC 0.02% Add +2.8% 3,999 $216K
Gerber, LLC 0.14% Reduce -56.1% 4,016 $216K
Avantra Family Wealth, Inc. 0.16% New 4,011 $216K
PKS Advisory Services, LLC 0.05% New 4,011 $216K
Thompson Investment Management, Inc. 0.03% No change 4,001 $216K
Howard Wealth Management, LLC 0.10% Reduce -0.3% 4,000 $215K
2UniFi Bank 0.11% No change 4,000 $215K
Serenus Wealth Advisors, LLC 0.04% No change 4,000 $215K
Global View Capital Management LLC 0.05% Reduce -3.5% 3,998 $215K
Harbor Investment Advisory, LLC 0.02% Add +3.2% 3,998 $215K
Bollard Group LLC 0.01% Add +0.3% 3,983 $215K
Lodestar Private Asset Management LLC 0.02% Add +1.0% 3,977 $214K
Able Wealth Management LLC 0.08% Reduce -2.5% 3,947 $213K
Smithbridge Asset Management Inc. 0.03% No change 3,944 $212K
Peak Asset Management, LLC 0.04% No change 3,941 $212K
Soundwatch Capital LLC 0.03% Reduce -6.9% 3,940 $212K
Impact Partnership Wealth, LLC 0.03% New 3,921 $211K
Factor Wealth Management LTD 0.05% Add +0.1% 3,920 $211K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -0.7% 3,915 $211K
Diversify Wealth Management, LLC 0.01% New 4,034 $210K
First National Corp. /Ma/ 0.04% Add +1.3% 3,936 $210K
Latitude Advisors, LLC 0.10% Reduce -5.9% 3,893 $210K
Fiduciary Family Office, LLC 0.06% New 3,878 $209K
Milestones Private Investment Advisors LLC 0.14% New 3,863 $208K
Capital Advisory Group Advisory Services, LLC 0.06% No change 3,856 $208K
Woodstock Corp. 0.02% No change 3,843 $207K
Insight Advisors, LLC/ PA 0.03% New 3,835 $207K
IFS Group,LLC 0.18% — 3,852 $206K
Dana Investment Advisors, Inc. 0.01% New 3,799 $205K
Holistic Financial Partners 0.08% New 3,796 $204K
Bridgewater Advisors Inc. 0.01% Reduce -0.6% 3,898 $204K
Klingman & Associates, LLC 0.01% Reduce -3.8% 3,792 $204K
Dunhill Financial, LLC 0.07% Add +20.7% 3,792 $204K
Penobscot Investment Management Company, Inc. 0.02% New 3,781 $204K
Sachem Hill LLC 0.04% New 3,779 $204K
Capital Squared Financial LLC 0.18% New 3,768 $203K
Gryphon Financial Partners LLC 0.02% New 3,763 $203K
Nilsine Partners, LLC 0.02% New 3,735 $201K
Carson Advisory Inc. 0.11% New 3,721 $200K
Alpha Cubed Investments, LLC 0.01% New 3,721 $200K
Optimum Investment Advisors 0.08% No change 3,673 $198K
Nvwm, LLC 0.04% Add +16.8% 3,560 $192K
Provident Wealth Management, LLC 0.06% No change 3,516 $189K
Gables Capital Management Inc. 0.08% No change 3,505 $189K
HHM Wealth Advisors, LLC 0.02% No change 3,394 $183K
Missouri Trust & Investment Co 0.05% Add +6.5% 3,284 $177K
Smartleaf Asset Management LLC 0.01% Add +335.8% 3,181 $172K
Blue Bell Private Wealth Management, LLC 0.03% No change 3,136 $169K
Community Bank, N.A. 0.02% No change 3,130 $169K
Avion Wealth 0.04% No change 3,118 $167K
Nemes Rush Group LLC 0.02% Reduce -0.2% 3,069 $165K
SJS Investment Consulting Inc. 0.02% Add +597.9% 2,959 $159K
Oxford Financial Group, LTD. LLC 0.01% Reduce -66.7% 2,954 $159K
First Command Advisory Services, Inc. 0.00% No change 2,930 $158K
Bogart Wealth, LLC 0.01% Reduce -94.8% 2,911 $157K
Cornerstone Planning Group LLC 0.03% Add +35.4% 2,996 $156K
McIlrath & Eck, LLC 0.02% Add +1.0% 2,857 $154K
Rice Partnership, LLC 0.02% No change 2,853 $154K
Highline Wealth Partners LLC 0.04% Add +624.0% 2,838 $153K
Strategic Advocates LLC 0.04% New 2,805 $151K
DHJJ Financial Advisors, Ltd. 0.05% No change 2,792 $150K
Global Trust Asset Management, LLC 0.07% Reduce -3.6% 2,689 $145K
Rialto Wealth Management, LLC 0.04% Add +40.9% 2,677 $144K
Princeton Global Asset Management LLC 0.02% Add +0.1% 2,602 $140K
Hartford Financial Management Inc. 0.04% Reduce -10.3% 2,600 $140K
Family Manage LLC 0.02% Add +3051.2% 2,584 $139K
Phillips Financial Management, LLC 0.01% New 2,583 $139K
Global Wealth Strategies & Associates 0.04% Reduce -9.5% 2,576 $139K
Asset Management One Co., Ltd. 0.00% Add +69.6% 2,553 $138K
Boyd Watterson Asset Management LLC 0.04% No change 2,506 $135K
Bangor Savings Bank 0.01% Add +5.3% 2,500 $135K
Anfield Capital Management, LLC 0.04% No change 2,454 $132K
Kelleher Financial Advisors 0.03% New 2,425 $131K
Sound Income Strategies, LLC 0.01% Add +1.2% 2,410 $129K
Grove Bank & Trust 0.01% Add +150.4% 2,331 $126K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $125K
Signature Resources Capital Management, LLC 0.07% No change 2,317 $125K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +27.6% 2,315 $125K
Asset Dedication, LLC 0.01% Add +97.5% 2,258 $122K
Hanson & Doremus Investment Management 0.02% No change 2,238 $121K
GGM Financial LLC 0.06% New 2,194 $118K
Barrett & Company, Inc. 0.04% Reduce -26.1% 2,129 $115K
Barnes Dennig Private Wealth Management LLC 0.12% Add +33.5% 2,082 $112K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -43.6% 2,040 $110K
Hollencrest Capital Management 0.00% Reduce -5.0% 2,032 $109K
Topsail Wealth Management, LLC 0.02% No change 2,000 $108K
Elevation Wealth Partners, LLC 0.04% Add +0.3% 1,990 $107K
Angeles Wealth Management, LLC 0.01% Add +2.6% 1,963 $106K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -34.5% 1,963 $106K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $105K
Fairscale Capital, LLC 0.07% No change 1,922 $104K
Winch Advisory Services, LLC 0.02% Add +0.3% 1,914 $103K
Consultiva Wealth Management, Corp. 0.29% No change 1,900 $102K
Plante Moran Financial Advisors, LLC 0.01% Reduce -2.0% 1,841 $99K
Colonial Trust Advisors 0.01% Reduce -14.2% 1,838 $99K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -20.9% 1,838 $99K
United Community Bank 0.03% No change 1,784 $96K
MeadowBrook Investment Advisors LLC 0.08% No change 1,763 $95K
Nalls Sherbakoff Group, LLC 0.06% No change 1,763 $95K
Syntax Research, Inc. 0.06% No change 1,737 $94K
New Millennium Group LLC 0.04% Reduce -32.7% 1,728 $93K
Heartwood Wealth Advisors LLC 0.01% New 1,688 $91K
Financial Perspectives, Inc 0.03% No change 1,681 $91K
Oakworth Capital, Inc. 0.01% No change 1,663 $90K
Indiana Trust & Investment Management Co 0.03% No change 1,649 $89K
Truvestments Capital LLC 0.02% Add +15.4% 1,620 $87K
Chapman Financial Group, LLC 0.06% Add +429.3% 1,588 $86K
West Financial Advisors, LLC 0.01% Reduce -97.7% 1,533 $83K
Legacy Bridge, LLC 0.03% No change 1,485 $80K
Future Financial Wealth Managment LLC 0.05% No change 1,470 $79K
Coston, McIsaac & Partners 0.02% No change 1,452 $78K
Providence Capital Advisors, LLC 0.01% Reduce -4.5% 1,434 $77K
Lazard Asset Management LLC 0.00% New 1,425 $77K
Davis Capital Management 0.05% — 1,380 $74K
TruNorth Capital Management, LLC 0.01% No change 1,361 $73K
Old Second National Bank of Aurora 0.01% No change 1,338 $72K
Founders Capital Management 0.04% Add +0.1% 1,332 $72K
LGT Financial Advisors LLC 0.15% Add +1.5% 1,332 $72K
Trust Co. of Vermont 0.00% Add +31.0% 1,319 $71K
Ball & Co Wealth Management Inc. 0.05% New 1,301 $70K
CGC Financial Services, LLC 0.02% No change 1,280 $69K
Wagner Wealth Management, LLC 0.02% Add +0.2% 1,260 $68K
Bare Financial Services, Inc 0.02% No change 1,217 $66K
Evolution Wealth Management Inc. 0.07% Reduce -27.0% 1,199 $65K
Investors Research Corp 0.01% Reduce -43.0% 1,190 $64K
FNY Investment Advisers, LLC 0.02% Reduce -35.0% 1,194 $64K
SYM FINANCIAL Corp 0.01% No change 1,183 $64K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,181 $64K
Scarborough Advisors, LLC 0.01% Reduce -5.2% 1,151 $62K
KERR FINANCIAL PLANNING Corp 0.09% — 1,169 $61K
Perkins Coie Trust Co 0.01% Reduce -53.7% 1,115 $60K
Park Place Capital Corp 0.01% Add +9.5% 1,111 $60K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -10.1% 1,089 $59K
Hantz Financial Services, Inc. 0.00% Add +154.6% 1,021 $55K
Sittner & Nelson, LLC 0.02% No change 1,014 $55K
Bellevue Asset Management, LLC 0.02% No change 1,000 $54K
Wellington Shields & Co., LLC 0.01% No change 1,000 $54K
Armor Investment Advisors, LLC 0.02% No change 978 $53K
Groupe la Francaise 0.00% New 1,135 $52K
St Germain D J Co. Inc. 0.00% Reduce -13.5% 964 $52K
Roxbury Financial LLC 0.05% Add +0.3% 946 $51K
Kiker Wealth Management, LLC 0.03% No change 938 $51K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -24.6% 920 $50K
Smallwood Wealth Investment Management, LLC 0.03% No change 908 $49K
Hoey Investments, Inc. 0.01% New 900 $48K
Caitlin John, LLC 0.03% New 896 $48K
Investment Research & Advisory Group, Inc. 0.02% Add +0.4% 479 $47K
Winnacle Wealth LLC 0.04% New 859 $46K
Cranbrook Wealth Management, LLC 0.01% Add +801.0% 856 $46K
Covestor Ltd 0.03% Reduce -17.0% 851 $46K
Archer Investment Corp 0.01% Add +0.1% 852 $46K
WFA Asset Management Corp 0.02% Add +0.3% 1,008 $46K
Goodman Advisory Group, LLC 0.01% Reduce -91.8% 843 $45K
Dagco, Inc. 0.01% No change 840 $45K
Ballast Advisors LLC 0.01% Add +237.3% 823 $44K
Tidemark, LLC 0.01% No change 814 $44K
Gladwyn Financial Advisors, Inc. 0.03% New 802 $43K
Legacies Wealth LLC 0.03% No change 800 $43K
TFC Financial Management, Inc. 0.01% New 800 $43K
First Community Trust NA 0.03% No change 778 $42K
Center for Financial Planning, Inc. 0.00% No change 763 $41K
Vermillion Wealth Management, Inc. 0.01% Reduce -16.9% 751 $40K
Financial Network Wealth Advisors LLC 0.04% Add +5.2% 723 $39K
Versant Capital Management, Inc 0.01% No change 720 $39K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 717 $39K
Rakuten Securities, Inc. 0.01% Reduce -54.1% 702 $38K
Cypress Capital Management LLC (WY) 0.04% No change 687 $37K
BankPlus Trust Department 0.01% No change 683 $37K
Frazier Financial Advisors, LLC 0.02% Add +0.3% 676 $36K
Evelyn Partners Asset Management Ltd 0.01% No change 660 $36K
Redwood Park Advisors LLC 0.03% Add +0.2% 623 $34K
Northwest Capital Management Inc 0.03% No change 610 $33K
Clearstead Trust, LLC 0.01% No change 606 $33K
Concord Wealth Partners 0.00% No change 603 $32K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 600 $32K
West Paces Advisors Inc. 0.01% No change 600 $32K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -0.3% 588 $32K
Flagship Wealth Advisors, LLC 0.01% No change 588 $32K
Aventura Private Wealth, LLC 0.01% No change 575 $31K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -22.9% 555 $30K
Abich Financial Wealth Management LLC 0.01% — 547 $29K
Greykasell Wealth Strategies, Inc. 0.01% New 547 $29K
Bernard Wealth Management Corp. 0.01% No change 545 $29K
Wexford Capital LP 0.01% New 540 $29K
GHP Investment Advisors, Inc. 0.00% Add +0.2% 531 $29K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Reduce -97.1% 530 $29K
Decker Retirement Planning Inc. 0.01% Reduce -34.6% 484 $26K
North Capital, Inc. 0.02% Add +0.2% 483 $26K
Tompkins Financial Corp. 0.00% Reduce -1.1% 447 $24K
Steigerwald, Gordon & Koch Inc. 0.00% New 439 $24K
Vision Financial Markets LLC 0.02% Add +0.2% 439 $24K
MPWM Advisory Solutions, LLC 0.01% Reduce -73.8% 434 $23K
Valley National Advisers Inc. 0.00% Reduce -16.1% 438 $23K
Mascoma Wealth Management LLC 0.01% No change 422 $23K
Access Investment Management LLC 0.01% No change 400 $22K
TD Capital Management LLC 0.00% No change 400 $22K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $22K
Matrix Private Capital Group LLC 0.01% No change 390 $21K
Private Wealth Management Group, LLC 0.01% Add +49.2% 373 $20K
Crowley Wealth Management, Inc. 0.02% Add +54.0% 368 $20K
Pacifica Partners Inc. 0.01% No change 345 $18K
Abound Wealth Management 0.00% Add +15.4% 337 $18K
JPL Wealth Management, LLC 0.00% New 329 $18K
Eukles Asset Management 0.01% Add +46.1% 320 $17K
First PREMIER Bank 0.00% Reduce -9.0% 323 $17K
United Financial Planning Group LLC 0.01% — 312 $17K
Financial Management Professionals, Inc. 0.00% No change 307 $17K
Rosenberg Matthew Hamilton 0.00% No change 304 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 300 $16K
Westfuller Advisors, LLC 0.01% New 294 $16K
Strengthening Families & Communities, LLC 0.00% No change 290 $16K
FWL Investment Management, LLC 0.00% Add +28400.0% 285 $15K
IAG Wealth Partners, LLC 0.00% Add +142.2% 264 $14K
Strategic Investment Solutions, Inc. 0.00% Add +0.4% 254 $14K
Kozak & Associates, Inc. 0.00% Reduce -59.7% 265 $14K
Park Square Financial Group, LLC 0.06% Reduce -91.1% 248 $13K
Federated Hermes, Inc. 0.00% New 234 $13K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 233 $13K
Van Den Berg Management I, Inc. 0.00% No change 218 $12K
Legacy Wealth Managment, LLC 0.01% Add +328.0% 214 $12K
Trust Co. of Toledo NA 0.00% No change 207 $11K
Your Advocates Ltd., LLP 0.00% Add +0.5% 202 $11K
City State Bank 0.00% No change 200 $11K
JNBA Financial Advisors 0.00% No change 192 $10K
CNB Bank 0.00% No change 192 $10K
Field & Main Bank 0.00% No change 190 $10K
Lowe Wealth Advisors, LLC 0.00% No change 180 $10K
WPG Advisers, LLC 0.01% Add +0.6% 171 $9K
Ascentis Wealth Management, LLC 0.00% No change 166 $9K
CVA Family Office, LLC 0.00% New 164 $9K
Morton Brown Family Wealth, LLC 0.00% No change 154 $8K
Tower View Wealth Management LLC 0.00% No change 153 $8K
Delta Asset Management LLC 0.00% No change 151 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 146 $8K
Fortis Group Advisors, LLC 0.00% Reduce -99.8% 144 $8K
Glassman Wealth Services 0.00% No change 141 $8K
Costello Asset Management, INC 0.00% No change 127 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 121 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $6K
Quaker Wealth Management, LLC 0.00% No change 115 $6K
Godsey & Gibb, Inc. 0.00% Reduce -47.9% 109 $6K
Rossby Financial, LCC 0.00% No change 109 $6K
Accredited Wealth Management, LLC 0.00% Reduce -92.0% 8 $5K
Clayton Financial Group LLC 0.00% New 100 $5K
Financial Gravity Asset Management, Inc. 0.00% — 97 $5K
Grey Fox Wealth Advisors, LLC 0.00% New 92 $5K
Palouse Capital Management, Inc. 0.00% No change 75 $4K
Mb, Levis & Associates, LLC 0.00% No change 75 $4K
REAP Financial Group, LLC 0.00% New 75 $4K
Daiwa Securities Group Inc. 0.00% No change 72 $4K
Creative Capital Management Investments LLC 0.00% New 73 $4K
IFS Advisors, LLC 0.00% No change 60 $3K
Citizens National Bank Trust Department 0.00% No change 60 $3K
DecisionPoint Financial, LLC 0.00% New 60 $3K
Atwood & Palmer Inc. 0.00% No change 57 $3K
Winthrop Capital Management, LLC 0.00% No change 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% Add +3.5% 30 $2K
Financial Consulate, Inc. 0.00% New 27 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 22 $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 $553
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% New 10 $539
Albion Financial Group 0.00% No change 10 $539
Hughes Financial Services, LLC 0.00% No change 10 $530
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $377
Raleigh Capital Management Inc. 0.00% No change 2 $88
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $54
Keener Financial Planning LLC 0.00% New 7 $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.